feat: 项目经费进度播报助手首版 v1.0.1（track-fund-progress-default）
All checks were successful
技能自动化发布 / release (push) Successful in 7s
All checks were successful
技能自动化发布 / release (push) Successful in 7s
This commit is contained in:
chenfuqiang
252
scripts/db/connection.py
Normal file
252
scripts/db/connection.py
Normal file
@@ -0,0 +1,252 @@
|
||||
"""SQLite 连接与幂等初始化（项目经费进度播报助手）。
|
||||
|
||||
业务表 3 张：
|
||||
- fund_projects（项目台账，金额/日期/状态字段可编辑）
|
||||
- progress_reports（播报记录，只读，播报自动写入）
|
||||
- alert_rules（预警规则，阈值可编辑）
|
||||
|
||||
表间禁止 SQLite 外键，仅存业务 id（见 references/SCHEMA.md）。
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import sqlite3
|
||||
|
||||
from db.display_metadata import (
|
||||
init_display_metadata,
|
||||
seed_column_metadata_batch,
|
||||
upsert_table_metadata,
|
||||
)
|
||||
from db.seed_data import seed_all
|
||||
from db.timestamp_columns import init_updated_at_trigger
|
||||
from util.runtime_paths import get_db_path
|
||||
|
||||
|
||||
def get_conn() -> sqlite3.Connection:
|
||||
return sqlite3.connect(get_db_path())
|
||||
|
||||
|
||||
_FUND_PROJECTS_DDL = """
|
||||
CREATE TABLE IF NOT EXISTS fund_projects (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
project_no TEXT NOT NULL UNIQUE,
|
||||
project_name TEXT,
|
||||
project_type TEXT,
|
||||
pi_name TEXT,
|
||||
department TEXT,
|
||||
total_approved REAL,
|
||||
total_received REAL,
|
||||
total_spent REAL,
|
||||
frozen_amount REAL,
|
||||
frozen_since TEXT,
|
||||
start_date TEXT,
|
||||
end_date TEXT,
|
||||
status TEXT NOT NULL DEFAULT '在研',
|
||||
remark TEXT,
|
||||
created_at INTEGER NOT NULL DEFAULT (unixepoch()),
|
||||
updated_at INTEGER NOT NULL DEFAULT (unixepoch())
|
||||
)
|
||||
"""
|
||||
|
||||
_PROGRESS_REPORTS_DDL = """
|
||||
CREATE TABLE IF NOT EXISTS progress_reports (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
batch_no TEXT NOT NULL,
|
||||
project_id INTEGER,
|
||||
project_no TEXT,
|
||||
project_name TEXT,
|
||||
pi_name TEXT,
|
||||
as_of TEXT,
|
||||
spend_rate REAL,
|
||||
time_progress REAL,
|
||||
deviation REAL,
|
||||
status_tag TEXT NOT NULL,
|
||||
summary TEXT,
|
||||
suggestions_json TEXT,
|
||||
report_file TEXT,
|
||||
created_at INTEGER NOT NULL DEFAULT (unixepoch())
|
||||
)
|
||||
"""
|
||||
|
||||
_PROGRESS_REPORTS_INDEX = """
|
||||
CREATE INDEX IF NOT EXISTS idx_progress_reports_batch
|
||||
ON progress_reports(batch_no)
|
||||
"""
|
||||
|
||||
_ALERT_RULES_DDL = """
|
||||
CREATE TABLE IF NOT EXISTS alert_rules (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
rule_key TEXT NOT NULL UNIQUE,
|
||||
display_name TEXT,
|
||||
threshold_value REAL NOT NULL,
|
||||
description TEXT,
|
||||
created_at INTEGER NOT NULL DEFAULT (unixepoch()),
|
||||
updated_at INTEGER NOT NULL DEFAULT (unixepoch())
|
||||
)
|
||||
"""
|
||||
|
||||
_TS_COLUMN_NAMES = {"created_at", "updated_at"}
|
||||
|
||||
|
||||
def _col(column_name: str, display_name: str, description: str, **extra: object) -> dict[str, object]:
|
||||
base: dict[str, object] = {
|
||||
"column_name": column_name,
|
||||
"display_name": display_name,
|
||||
"description": description,
|
||||
"visible": 1,
|
||||
"searchable": 0,
|
||||
"editable": 0,
|
||||
}
|
||||
base.update(extra)
|
||||
if column_name in _TS_COLUMN_NAMES:
|
||||
base["display_type"] = "datetime_unix_seconds"
|
||||
return base
|
||||
|
||||
|
||||
_FUND_PROJECTS_COLUMNS: tuple[dict[str, object], ...] = (
|
||||
_col("id", "编号", "主键", searchable=1),
|
||||
_col("project_no", "项目编号", "项目唯一编号（财务/科研系统口径）。", searchable=1),
|
||||
_col("project_name", "项目名称", "项目全称。", searchable=1, editable=1),
|
||||
_col(
|
||||
"project_type",
|
||||
"项目类别",
|
||||
"纵向 / 横向 / 其他。",
|
||||
searchable=1,
|
||||
editable=1,
|
||||
options_json='[{"value":"纵向","label":"纵向"},{"value":"横向","label":"横向"},{"value":"其他","label":"其他"}]',
|
||||
),
|
||||
_col("pi_name", "负责人", "项目负责人（PI）姓名。", searchable=1, editable=1),
|
||||
_col("department", "所属学院", "二级学院/单位。", searchable=1, editable=1),
|
||||
_col("total_approved", "总立项经费", "立项批复总经费（元）。", searchable=1, editable=1, display_type="number"),
|
||||
_col("total_received", "已到账金额", "已到账经费（元），执行率分母。", searchable=1, editable=1, display_type="number"),
|
||||
_col("total_spent", "已报销金额", "已报销支出（元），执行率分子。", searchable=1, editable=1, display_type="number"),
|
||||
_col("frozen_amount", "冻结/暂付款", "冻结或暂付款金额（元）。", searchable=1, editable=1, display_type="number"),
|
||||
_col("frozen_since", "暂付款最早发生日", "最早一笔暂付款发生日期（YYYY-MM-DD），用于账龄提醒。", editable=1),
|
||||
_col("start_date", "执行期开始", "项目执行期开始日期（YYYY-MM-DD）。", searchable=1, editable=1),
|
||||
_col("end_date", "执行期结束", "项目执行期结束日期（YYYY-MM-DD）。", searchable=1, editable=1),
|
||||
_col(
|
||||
"status",
|
||||
"项目状态",
|
||||
"在研 / 已结题 / 暂缓；播报默认只处理“在研”。",
|
||||
searchable=1,
|
||||
editable=1,
|
||||
options_json='[{"value":"在研","label":"在研"},{"value":"已结题","label":"已结题"},{"value":"暂缓","label":"暂缓"}]',
|
||||
),
|
||||
_col("remark", "备注", "维护说明。", editable=1),
|
||||
_col("created_at", "创建时间", "记录创建时间（Unix 秒级时间戳，自动生成）。"),
|
||||
_col("updated_at", "更新时间", "记录最后更新时间（Unix 秒级时间戳，自动维护）。"),
|
||||
)
|
||||
|
||||
_PROGRESS_REPORTS_COLUMNS: tuple[dict[str, object], ...] = (
|
||||
_col("id", "报告编号", "主键，播报记录编号。", searchable=1),
|
||||
_col("batch_no", "播报批次号", "同一次播报请求的批次号。", searchable=1),
|
||||
_col("project_id", "项目编号(id)", "关联项目台账主键。", searchable=1),
|
||||
_col("project_no", "项目编号", "项目唯一编号。", searchable=1),
|
||||
_col("project_name", "项目名称", "项目全称。", searchable=1),
|
||||
_col("pi_name", "负责人", "项目负责人姓名。", searchable=1),
|
||||
_col("as_of", "评估基准日", "本次播报的数据截止日期（YYYY-MM-DD）。", searchable=1),
|
||||
_col("spend_rate", "实际支出率", "已报销/已到账（小数）。", searchable=1, display_type="number"),
|
||||
_col("time_progress", "序时进度", "已过天数/总执行天数（小数）。", searchable=1, display_type="number"),
|
||||
_col("deviation", "偏差", "实际支出率 − 序时进度（小数，正=偏快，负=偏慢）。", searchable=1, display_type="number"),
|
||||
_col(
|
||||
"status_tag",
|
||||
"执行状态",
|
||||
"严重滞后 / 支出异常偏快 / 正常 / 待补录 / 未到账。",
|
||||
searchable=1,
|
||||
options_json='[{"value":"严重滞后","label":"🔴 严重滞后"},{"value":"支出异常偏快","label":"🟠 支出异常偏快"},{"value":"正常","label":"🟢 正常"},{"value":"待补录","label":"⚪ 待补录"},{"value":"未到账","label":"⚪ 未到账"}]',
|
||||
),
|
||||
_col("summary", "播报摘要", "三段式播报文本（现状/诊断/建议）。", visible=0, display_type="textarea"),
|
||||
_col("suggestions_json", "建议清单", "建议条目（JSON 数组，默认隐藏）。", visible=0, display_type="textarea"),
|
||||
_col("report_file", "简报文件", "《经费执行简报》HTML 文件路径。", visible=0),
|
||||
_col("created_at", "创建时间", "报告创建时间（Unix 秒级时间戳，自动生成）。"),
|
||||
)
|
||||
|
||||
_ALERT_RULES_COLUMNS: tuple[dict[str, object], ...] = (
|
||||
_col("id", "编号", "主键", searchable=1),
|
||||
_col("rule_key", "规则键", "阈值键名（lag_threshold / overshoot_threshold / pending_aging_days / closing_warn_days）。", searchable=1),
|
||||
_col("display_name", "名称", "阈值中文名。", searchable=1),
|
||||
_col("threshold_value", "阈值", "阈值数值（比例为小数，天数为正整数）。", searchable=1, editable=1, display_type="number"),
|
||||
_col("description", "说明", "阈值口径说明。", searchable=1, editable=1),
|
||||
_col("created_at", "创建时间", "记录创建时间（Unix 秒级，自动生成）。"),
|
||||
_col("updated_at", "更新时间", "记录最后更新时间（Unix 秒级，自动维护）。"),
|
||||
)
|
||||
|
||||
|
||||
def _init_fund_projects_metadata(cursor) -> None:
|
||||
cursor.execute(_FUND_PROJECTS_DDL)
|
||||
init_updated_at_trigger(cursor, "fund_projects")
|
||||
upsert_table_metadata(
|
||||
cursor,
|
||||
table_name="fund_projects",
|
||||
display_name="项目台账",
|
||||
description="PI 名下项目的基础台账：立项/到账/报销/暂付款与执行周期；播报的数据源。",
|
||||
grid_help="金额单位为元；顶栏按钮可录入项目，行内可直接编辑金额与日期；播报默认只处理“在研”项目。",
|
||||
visible=1,
|
||||
readonly=0,
|
||||
default_sort_json='[{"column":"id","direction":"desc"}]',
|
||||
default_visible_columns_json='["project_no","project_name","pi_name","department","total_approved","total_received","total_spent","status"]',
|
||||
)
|
||||
seed_column_metadata_batch(
|
||||
cursor,
|
||||
table_name="fund_projects",
|
||||
columns=_FUND_PROJECTS_COLUMNS,
|
||||
valid_column_names=[str(c["column_name"]) for c in _FUND_PROJECTS_COLUMNS],
|
||||
)
|
||||
|
||||
|
||||
def _init_progress_reports_metadata(cursor) -> None:
|
||||
cursor.execute(_PROGRESS_REPORTS_DDL)
|
||||
cursor.execute(_PROGRESS_REPORTS_INDEX)
|
||||
upsert_table_metadata(
|
||||
cursor,
|
||||
table_name="progress_reports",
|
||||
display_name="播报记录",
|
||||
description="每次播报的项目执行状态、偏差与三段式摘要；可重建 HTML 简报。",
|
||||
grid_help="“严重滞后/支出异常偏快”的行建议由科研秘书或财务处跟进；简报可用顶栏按钮重建。",
|
||||
visible=1,
|
||||
readonly=1,
|
||||
default_sort_json='[{"column":"id","direction":"desc"}]',
|
||||
default_visible_columns_json='["id","as_of","project_no","project_name","pi_name","spend_rate","time_progress","deviation","status_tag"]',
|
||||
)
|
||||
seed_column_metadata_batch(
|
||||
cursor,
|
||||
table_name="progress_reports",
|
||||
columns=_PROGRESS_REPORTS_COLUMNS,
|
||||
valid_column_names=[str(c["column_name"]) for c in _PROGRESS_REPORTS_COLUMNS],
|
||||
)
|
||||
|
||||
|
||||
def _init_alert_rules_metadata(cursor) -> None:
|
||||
cursor.execute(_ALERT_RULES_DDL)
|
||||
init_updated_at_trigger(cursor, "alert_rules")
|
||||
upsert_table_metadata(
|
||||
cursor,
|
||||
table_name="alert_rules",
|
||||
display_name="预警规则",
|
||||
description="偏差诊断与提醒阈值（严重滞后/异常偏快/暂付款账龄/结题预警）。",
|
||||
grid_help="比例为小数（0.10=10个百分点），天数为正整数；修改后下一次播报即生效。",
|
||||
visible=1,
|
||||
readonly=0,
|
||||
)
|
||||
seed_column_metadata_batch(
|
||||
cursor,
|
||||
table_name="alert_rules",
|
||||
columns=_ALERT_RULES_COLUMNS,
|
||||
valid_column_names=[str(c["column_name"]) for c in _ALERT_RULES_COLUMNS],
|
||||
)
|
||||
|
||||
|
||||
def init_db() -> dict[str, int]:
|
||||
"""幂等创建/迁移本地 SQLite、数据管理元数据与业务种子，返回种子统计。"""
|
||||
conn = get_conn()
|
||||
try:
|
||||
cur = conn.cursor()
|
||||
init_display_metadata(cur)
|
||||
_init_fund_projects_metadata(cur)
|
||||
_init_progress_reports_metadata(cur)
|
||||
_init_alert_rules_metadata(cur)
|
||||
seeded = seed_all(cur)
|
||||
conn.commit()
|
||||
return seeded
|
||||
finally:
|
||||
conn.close()
|
||||
Reference in New Issue
Block a user