SNAPSHOT W7 已部署稳定态 — 凯迪ERP+OA一体化平台 (MET 73.3%)
恢复点(restore point)。别人改崩后可 git reset --hard 回到此提交。 == 此快照内容 == - 后端 oa-backend: 734 控制器 / 711 实体 (Spring Boot 3.2.5 + SQLite, 端口8091) - 前端 modern-ui/app: Vue3+Vite, 约700页 (构建产物已在 oa-backend/src/main/resources/static) - 数据库 oa-backend/data/oa.db: 含全部演示数据 (强制入库, 6.6MB) - 交接文档 go.md + go-code-reference/endpoints/entities/database.md - 多代理建设脚本 .claude/wf-*.js == 状态 == - 对 凯迪科技ERP_20260507.xlsx 合规 MET ~73.3% (PARTIAL 75: 34可建+6种子/bug+35外部硬天花板) - 安全: 5轮红队+5轮复检, default-deny分级鉴权, 连续零可利用 - W3~W7 累计补完436缺口; W8末轮(40缺口)为半成品(源码树可编译但未集成) - 运行: cd oa-backend; java -jar build/libs/oa-backend-0.1.0.jar --server.port=8091; admin/123456 == 排除(gitignore, 可再生) == node_modules / oa-backend/build / .jdks / *.log / Backup-ERP-* / 弃用的OFBiz核心(只保留modern-ui) 完整文件夹备份见同目录 Backup-ERP-20260615-191517/ (含上述全部, 仅缺 node_modules) 时间戳: 20260615-191517 Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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package com.kaidi.oa.web;
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import com.kaidi.oa.common.ApiException;
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import com.kaidi.oa.common.ApiResp;
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import com.kaidi.oa.common.Money;
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import com.kaidi.oa.common.NotFoundException;
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import com.kaidi.oa.domain.BizPlan;
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import com.kaidi.oa.domain.BizPlanTarget;
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import com.kaidi.oa.repository.BizPlanRepository;
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import com.kaidi.oa.repository.BizPlanTargetRepository;
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import com.kaidi.oa.service.MarketPlanService;
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import org.springframework.transaction.annotation.Transactional;
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import org.springframework.web.bind.annotation.DeleteMapping;
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import org.springframework.web.bind.annotation.GetMapping;
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import org.springframework.web.bind.annotation.PatchMapping;
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import org.springframework.web.bind.annotation.PathVariable;
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import org.springframework.web.bind.annotation.PostMapping;
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import org.springframework.web.bind.annotation.RequestBody;
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import org.springframework.web.bind.annotation.RequestMapping;
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import org.springframework.web.bind.annotation.RequestParam;
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import org.springframework.web.bind.annotation.RestController;
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import java.math.BigDecimal;
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import java.math.RoundingMode;
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import java.time.Instant;
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import java.util.ArrayList;
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import java.util.List;
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/**
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* 经营计划与预算·计划部分(需求 §7)。深水能力:
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* ① 计划主表 + 指标行(新签合同额/营业收入/回款额/新客户开发数…);
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* ② 下达——草稿→已下达;
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* ③ 实际值自动取数——sync 把「新签合同额/回款额」从合同台账按周期自动汇总回填
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* ({@link MarketPlanService},跨模块取数,取代人工填实际);
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* ④ 完成率看板 + 偏差预警——完成率<目标且偏差>10% 标记预警(需求"偏差超10%自动预警")。
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*
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* 写口默认受 default-deny(ADMIN/APPROVER) 保护;含金额、属机密读,已登记
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* SENSITIVE_READ_PREFIXES + FINANCE_PREFIXES(见 sharedFileSnippets)。
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*/
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@RestController
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@RequestMapping("/api/oa/biz-plans")
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public class BizPlanController {
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private static final BigDecimal DEVIATION_THRESHOLD = new BigDecimal("10");
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private final BizPlanRepository repo;
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private final BizPlanTargetRepository targetRepo;
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private final MarketPlanService planService;
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public BizPlanController(BizPlanRepository repo, BizPlanTargetRepository targetRepo,
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MarketPlanService planService) {
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this.repo = repo;
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this.targetRepo = targetRepo;
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this.planService = planService;
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}
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// ---------- 计划主表 CRUD ----------
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@GetMapping
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public ApiResp<List<BizPlan>> list(@RequestParam(required = false) String status,
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@RequestParam(required = false) String period) {
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if (period != null && !period.isBlank()) {
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return ApiResp.ok(repo.findByPeriod(period));
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}
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if (status != null && !status.isBlank()) {
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return ApiResp.ok(repo.findByStatus(status));
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}
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return ApiResp.ok(repo.findAll());
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}
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@GetMapping("/{id}")
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public ApiResp<BizPlan> get(@PathVariable Long id) {
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return ApiResp.ok(repo.findById(id)
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.orElseThrow(() -> new NotFoundException("biz plan not found: " + id)));
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}
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public record PlanRequest(String code, String name, String period, String orgUnit,
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String owner, String remark) {
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}
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@PostMapping
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public ApiResp<BizPlan> create(@RequestBody PlanRequest req) {
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if (req.period() == null || req.period().isBlank()) {
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throw new ApiException(400, "计划周期(period)不能为空,如 2026 / 2026Q2");
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}
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BizPlan p = new BizPlan();
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p.setCode(req.code() == null || req.code().isBlank() ? "JHJ-" + (repo.count() + 1) : req.code());
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p.setName(req.name() == null || req.name().isBlank()
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? (req.period() + " 经营计划") : req.name());
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p.setPeriod(req.period());
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p.setOrgUnit(req.orgUnit());
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p.setStatus("草稿");
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p.setOwner(req.owner());
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p.setRemark(req.remark());
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p.setCreatedAt(Instant.now());
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return ApiResp.ok(repo.save(p));
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}
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@PatchMapping("/{id}")
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public ApiResp<BizPlan> update(@PathVariable Long id, @RequestBody PlanRequest req) {
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BizPlan p = repo.findById(id)
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.orElseThrow(() -> new NotFoundException("biz plan not found: " + id));
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if (req.name() != null && !req.name().isBlank()) p.setName(req.name());
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if (req.period() != null && !req.period().isBlank()) p.setPeriod(req.period());
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if (req.orgUnit() != null) p.setOrgUnit(req.orgUnit());
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if (req.owner() != null) p.setOwner(req.owner());
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if (req.remark() != null) p.setRemark(req.remark());
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return ApiResp.ok(repo.save(p));
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}
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@DeleteMapping("/{id}")
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@Transactional
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public ApiResp<Void> delete(@PathVariable Long id) {
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if (!repo.existsById(id)) {
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throw new NotFoundException("biz plan not found: " + id);
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}
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targetRepo.deleteByPlanId(id);
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repo.deleteById(id);
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return ApiResp.ok(null);
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}
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/** 下达计划:草稿 → 已下达。 */
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@PostMapping("/{id}/issue")
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public ApiResp<BizPlan> issue(@PathVariable Long id) {
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BizPlan p = repo.findById(id)
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.orElseThrow(() -> new NotFoundException("biz plan not found: " + id));
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if ("已下达".equals(p.getStatus())) {
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throw new ApiException(409, "计划已下达");
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}
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if (targetRepo.findByPlanIdOrderBySeqAsc(id).isEmpty()) {
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throw new ApiException(400, "请先添加至少一条指标再下达");
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}
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p.setStatus("已下达");
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return ApiResp.ok(repo.save(p));
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}
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// ---------- 指标行 ----------
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@GetMapping("/{id}/targets")
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public ApiResp<List<BizPlanTarget>> targets(@PathVariable Long id) {
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return ApiResp.ok(targetRepo.findByPlanIdOrderBySeqAsc(id));
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}
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public record TargetRequest(String metric, String unit, Double targetValue,
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Double actualValue, String autoSource) {
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}
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@PostMapping("/{id}/targets")
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public ApiResp<BizPlanTarget> addTarget(@PathVariable Long id, @RequestBody TargetRequest req) {
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BizPlan p = repo.findById(id)
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.orElseThrow(() -> new NotFoundException("biz plan not found: " + id));
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if (req.metric() == null || req.metric().isBlank()) {
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throw new ApiException(400, "指标名称不能为空");
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}
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List<BizPlanTarget> existing = targetRepo.findByPlanIdOrderBySeqAsc(id);
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BizPlanTarget t = new BizPlanTarget();
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t.setPlanId(p.getId());
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t.setMetric(req.metric());
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t.setUnit(req.unit() == null || req.unit().isBlank() ? "万元" : req.unit());
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t.setTargetValue(Money.of(req.targetValue()));
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t.setActualValue(Money.of(req.actualValue()));
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t.setAutoSource(req.autoSource() == null || req.autoSource().isBlank() ? "手工" : req.autoSource());
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t.setSeq(existing.size() + 1);
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t.setCreatedAt(Instant.now());
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return ApiResp.ok(targetRepo.save(t));
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}
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@PatchMapping("/targets/{targetId}")
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public ApiResp<BizPlanTarget> updateTarget(@PathVariable Long targetId, @RequestBody TargetRequest req) {
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BizPlanTarget t = targetRepo.findById(targetId)
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.orElseThrow(() -> new NotFoundException("plan target not found: " + targetId));
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if (req.metric() != null && !req.metric().isBlank()) t.setMetric(req.metric());
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if (req.unit() != null && !req.unit().isBlank()) t.setUnit(req.unit());
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if (req.targetValue() != null) t.setTargetValue(Money.of(req.targetValue()));
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if (req.actualValue() != null) t.setActualValue(Money.of(req.actualValue()));
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if (req.autoSource() != null && !req.autoSource().isBlank()) t.setAutoSource(req.autoSource());
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return ApiResp.ok(targetRepo.save(t));
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}
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@DeleteMapping("/targets/{targetId}")
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public ApiResp<Void> deleteTarget(@PathVariable Long targetId) {
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if (!targetRepo.existsById(targetId)) {
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throw new NotFoundException("plan target not found: " + targetId);
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}
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targetRepo.deleteById(targetId);
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return ApiResp.ok(null);
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}
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// ---------- 实际值自动取数 ----------
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/**
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* 同步实际完成:把 autoSource=合同新签 的指标实际值刷为周期内新签合同额,
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* autoSource=回款 的刷为周期内回款额(跨模块从合同台账自动取数)。
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* autoSource=手工 的不动(保留人工填报)。
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*/
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@PostMapping("/{id}/sync")
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@Transactional
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public ApiResp<List<BizPlanTarget>> sync(@PathVariable Long id) {
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BizPlan p = repo.findById(id)
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.orElseThrow(() -> new NotFoundException("biz plan not found: " + id));
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BigDecimal newContract = planService.newContractTotal(p.getPeriod());
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BigDecimal collection = planService.collectionTotal(p.getPeriod());
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List<BizPlanTarget> ts = targetRepo.findByPlanIdOrderBySeqAsc(id);
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for (BizPlanTarget t : ts) {
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if ("合同新签".equals(t.getAutoSource())) {
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t.setActualValue(scaleToUnit(newContract, t.getUnit()));
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} else if ("回款".equals(t.getAutoSource())) {
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t.setActualValue(scaleToUnit(collection, t.getUnit()));
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}
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}
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targetRepo.saveAll(ts);
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return ApiResp.ok(targetRepo.findByPlanIdOrderBySeqAsc(id));
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}
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/** 单位为「万元」时把元口径金额换算成万元;否则原值。 */
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private BigDecimal scaleToUnit(BigDecimal yuan, String unit) {
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if ("万元".equals(unit)) {
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return yuan.divide(new BigDecimal("10000"), Money.SCALE, RoundingMode.HALF_UP);
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}
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return Money.nz(yuan);
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}
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// ---------- 完成率看板 + 偏差预警 ----------
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public record CompletionRow(Long targetId, String metric, String unit, double target,
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double actual, double completionRate, double deviation,
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boolean warn, String autoSource) {
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}
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public record Completion(Long planId, String period, String orgUnit, String status,
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int warnCount, List<CompletionRow> rows) {
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}
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@GetMapping("/{id}/completion")
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public ApiResp<Completion> completion(@PathVariable Long id) {
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BizPlan p = repo.findById(id)
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.orElseThrow(() -> new NotFoundException("biz plan not found: " + id));
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List<CompletionRow> rows = new ArrayList<>();
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int warnCount = 0;
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for (BizPlanTarget t : targetRepo.findByPlanIdOrderBySeqAsc(id)) {
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BigDecimal target = Money.nz(t.getTargetValue());
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BigDecimal actual = Money.nz(t.getActualValue());
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double rate = target.signum() == 0 ? 0
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: actual.divide(target, 4, RoundingMode.HALF_UP).doubleValue() * 100.0;
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// 偏差 = 目标完成度距 100% 的差(正=欠账)。
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double deviation = 100.0 - rate;
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boolean warn = target.signum() != 0
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&& BigDecimal.valueOf(deviation).compareTo(DEVIATION_THRESHOLD) > 0;
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if (warn) {
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warnCount++;
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}
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rows.add(new CompletionRow(t.getId(), t.getMetric(), t.getUnit(),
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target.doubleValue(), actual.doubleValue(),
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Math.round(rate * 10) / 10.0, Math.round(deviation * 10) / 10.0,
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warn, t.getAutoSource()));
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}
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return ApiResp.ok(new Completion(id, p.getPeriod(), p.getOrgUnit(), p.getStatus(),
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warnCount, rows));
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}
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}
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