# -*- coding: utf-8 -*- """个人层 H2 目标 —— 口径 A：按人年度目标占比分摊部门 H2 余额（空缺份额摊到在册人员） 口径定义（用户 2026-09-20 拍板选 A）： 个人 H2 目标总额 = 部门 H2 额度 × (个人年度目标 / 该部门在册人员年度目标之和) 月内节奏 = 部门 H2 月度节奏（同一部门内所有人同比例），保证 Σ(部门内个人某月) == 部门该月目标 Σ(部门内个人 H2) == 部门 H2 额度 Σ(三个部门 H2) + H1 官方 == 6,950 万 == 年度目标 写入： 数据/kpi_dashboard.json people[].h2_months / h2_target_total （个人页 工具/index.html 直读） 数据/kpi_scheme.json people[].h2_months / h2_target_total （积分卡人员名单） 不写：部门层 h2_months（已是统一口径）、任何实际数（ERP 管道负责）。 零头处理：按「最大余数法」逐月分配，误差摊到分，保证逐月加总与部门逐月目标分厘不差。 """ import json, os, sys from decimal import Decimal, ROUND_HALF_UP, ROUND_FLOOR from collections import defaultdict BASE = os.path.dirname(os.path.dirname(os.path.abspath(__file__))) UNI = os.path.join(BASE, '数据/月度目标_2026统一.json') DASH = os.path.join(BASE, '数据/kpi_dashboard.json') SCHEME = os.path.join(BASE, '数据/kpi_scheme.json') ROLE_DEPT = {'dk': '大客户部', 'tz': '销售拓展部', 'ls_eng': '生命科学部', 'ls_mgr': '生命科学部'} def cents(x): return Decimal(str(x)).quantize(Decimal('0.01'), rounding=ROUND_HALF_UP) def allocate(dept_months, people): """people: [(name, annual_target)] → {name: [6 个月金额]}""" S = sum(t for _, t in people) out = {n: [Decimal('0.00')] * 6 for n, _ in people} if S <= 0: return out for i in range(6): T = cents(dept_months[i]) raw = {n: (T * Decimal(str(t)) / Decimal(str(S))) for n, t in people} base = {n: raw[n].quantize(Decimal('0.01'), rounding=ROUND_FLOOR) for n, _ in people} resid = int((T - sum(base.values())) * 100) # 分为单位的待分配零头（必 ≥ 0） order = sorted([n for n, _ in people], key=lambda n: -(raw[n] - base[n])) for k in range(max(0, resid)): base[order[k % len(order)]] += Decimal('0.01') for n, _ in people: out[n][i] = base[n] return out def rebuild_html(scheme): """用最新的 kpi_scheme.json 重新替换模板占位符生成看板 HTML （_build_kpi_scheme.py 生成 HTML 时本脚本尚未回填 H2 字段，故回填后必须重建一次）""" tpl_p = os.path.join(BASE, '数据/_kpi_dashboard_template.html') tpl = open(tpl_p, encoding='utf-8').read() html = tpl.replace('__SCHEME_JSON__', json.dumps(scheme, ensure_ascii=False, separators=(',', ':'))) for ph, fp in (('__ACT_JSON__', '数据/kpi_actual_pack.json'), ('__ACTMAP_JSON__', '数据/kpi_actual_pack.json'), ('__PROG_JSON__', '数据/kpi_progress_pack.json')): pack = json.load(open(os.path.join(BASE, fp), encoding='utf-8')) if ph == '__ACT_JSON__': val = {'roles': pack['roles']} elif ph == '__ACTMAP_JSON__': val = pack['map'] else: val = pack html = html.replace(ph, json.dumps(val, ensure_ascii=False, separators=(',', ':'))) left = [x for x in ('__SCHEME_JSON__', '__ACT_JSON__', '__ACTMAP_JSON__', '__PROG_JSON__') if x in html] assert not left, f'占位符未替换: {left}' dst = os.path.join(BASE, '三部门KPI关键任务积分卡看板.html') open(dst, 'w', encoding='utf-8').write(html) print(' 📄 已重建看板 HTML（含口径A个人 H2 目标）: %s' % dst) def main(apply=True): uni = json.load(open(UNI, encoding='utf-8')) dash = json.load(open(DASH, encoding='utf-8')) scheme = json.load(open(SCHEME, encoding='utf-8')) alloc = {} # name -> [6] dept_of = {} # name -> dept old_totals = {} # name -> 旧 h2 合计 for dept, dv in uni['depts'].items(): ps = [(p['name'], float(p.get('target') or 0)) for p in dash['people'] if p['dept'] == dept] ps = sorted(ps, key=lambda x: -x[1]) a = allocate(dv['h2_months'], ps) for n, _ in ps: alloc[n] = [cents(v) for v in a[n]] dept_of[n] = dept for p in dash['people']: old_totals[p['name']] = sum(p.get('h2_months') or [0] * 6) # ── 写 kpi_dashboard.json ── for p in dash['people']: n = p['name'] if n not in alloc: print(f' ⚠️ {n}：部门不在统一口径表内，跳过') continue p['h2_months'] = [float(v) for v in alloc[n]] p['h2_target_total'] = float(sum(alloc[n])) p['h2_alloc'] = 'A·按人年度目标占比分摊部门H2余额（空缺份额摊到在册人员）' dash['h2_people_note'] = ('个人 H2 目标口径 A（2026-09-20 用户拍板）：以「部门 H2 额度 × 个人年度目标占比」分摊，' '空缺份额摊到在册人员；月内节奏沿用本部门 H2 月度节奏。部门内个人逐月加总 = 部门逐月目标。') # ── 写 kpi_scheme.json（积分卡人员名单）── ann = {p['name']: p.get('target') or 0 for p in dash['people']} for p in scheme.get('people', []): n = p['name'] d = dept_of.get(n) or ROLE_DEPT.get(p.get('role'), '') if n in alloc: p['dept'] = d p['h2_months'] = [float(v) for v in alloc[n]] p['h2_target_total'] = float(sum(alloc[n])) p['annual_target'] = float(ann.get(n) or 0) p['h2_alloc'] = 'A·按人年度目标占比分摊部门H2余额' else: p.setdefault('dept', d) p['h2_months'] = [0.0] * 6 p['h2_target_total'] = 0.0 p['h2_alloc'] = '无个人年度目标 → 不参与分摊（待补目标）' scheme['meta']['h2_people_rule'] = ('个人 H2 目标口径 A：部门 H2 额度 × 个人年度目标占比，空缺份额摊到在册人员；' '月内节奏 = 部门 H2 月度节奏。') # ── 校验（独立复算：Decimal 精确加总）── errs = [] for dept, dv in uni['depts'].items(): names = [p['name'] for p in dash['people'] if p['dept'] == dept and p['name'] in alloc] for i in range(6): s = sum((alloc[n][i] for n in names), Decimal('0.00')) if s != cents(dv['h2_months'][i]): errs.append(f'{dept} {7+i}月 个人合计 {s} ≠ 部门 {cents(dv["h2_months"][i])}') st = sum((sum(alloc[n]) for n in names), Decimal('0.00')) if st != cents(dv['h2_total'] if 'h2_total' in dv else sum(dv['h2_months'])): errs.append(f'{dept} 个人 H2 合计 {st} ≠ 部门 H2 额度') grand = sum((sum(alloc[n]) for n in alloc), Decimal('0.00')) if errs: print(' ❌ 校验未通过：') for e in errs: print(' ', e) if apply: sys.exit(1) else: print(' ✅ 校验通过：部门内个人逐月加总 = 部门逐月目标；个人 H2 合计 = 部门 H2 额度') print() print(' %-8s %-8s %11s %11s %9s' % ('姓名', '部门', '旧H2合计(万)', '新H2合计(万)', '变动(万)')) total_new = Decimal('0.00') for dept in ['大客户部', '销售拓展部', '生命科学部']: print(' ── %s ──' % dept) for p in sorted([x for x in dash['people'] if x['dept'] == dept], key=lambda x: -x['h2_target_total']): n = p['name'] nt = sum(alloc[n]) total_new += nt print(' %-8s %-8s %11.1f %11.1f %9.1f' % ( n, dept, old_totals[n] / 1e4, float(nt) / 1e4, float(nt - cents(old_totals[n])) / 1e4)) print(' %-8s %-8s %26.1f' % ('合计', '', float(total_new) / 1e4)) uni_h2 = cents(sum(uni['depts'][d]['h2_months'][i] for d in uni['depts'] for i in range(6))) print(' 部门 H2 额度合计 %.1f 万 ｜ 个人合计 %.1f 万 ｜ 差 %.2f 元' % (float(uni_h2) / 1e4, float(total_new) / 1e4, float(uni_h2 - total_new))) if apply: json.dump(dash, open(DASH, 'w', encoding='utf-8'), ensure_ascii=False, indent=2) json.dump(scheme, open(SCHEME, 'w', encoding='utf-8'), ensure_ascii=False, indent=2) print('\n 📝 已写入 数据/kpi_dashboard.json、数据/kpi_scheme.json') rebuild_html(scheme) else: print('\n （dry-run，未写文件）') return alloc if __name__ == '__main__': main(apply='--dry' not in sys.argv)