finance/analysis.py

@@ -167,9 +167,9 @@ def metrics(agg, formula, products=None):
     }
 
 
-def comparison(current, baseline, comparable):
+def comparison(current, baseline, comparable, keys=None):
     result = {}
-    for key in METRICS:
+    for key in keys or METRICS:
         c, b = current.get(key), baseline.get(key)
         delta = c - b if comparable and c is not None and b is not None else None
         change = Decimal(delta) / abs(Decimal(b)) if delta is not None and b != 0 else None
@@ -177,8 +177,31 @@ def comparison(current, baseline, comparable):
     return result
 
 
+def custom_columns(ds, body):
+    from .formula_columns import ensure_available_metrics, validate_column
+
+    columns = body.get("custom_columns", [])
+    if columns is None:
+        return []
+    if not isinstance(columns, list) or len(columns) > 10:
+        raise ValueError("自定义列最多 10 个")
+    result = [validate_column(column) for column in columns]
+    for column in result:
+        ensure_available_metrics(ds, column)
+    return result
+
+
+def custom_values(values, columns):
+    from .formula_columns import evaluate
+
+    return {f"custom_{index}": evaluate(column["expression"], values) for index, column in enumerate(columns)}
+
+
 def analyze(ds, member, body, preferences):
-    ctx = context(ds, body)
+    columns = custom_columns(ds, body)
+    ctx = {**context(ds, body), "custom_columns": columns}
+    custom_keys = [f"custom_{index}" for index in range(len(columns))]
+    value_keys = [*METRICS, *custom_keys]
     qs = scoped_facts(ds, member, ctx["filters"])
     formula = ds.mapping["roi_formula"]
     products = ds.mapping.get("self_operated_products", [])
@@ -190,8 +213,14 @@ def analyze(ds, member, body, preferences):
     )
     comparable = not ctx["missing"]
     if set(ctx["current"]) - set(ds.periods):
-        total_c = {**total_c, **{key: None for key in METRICS}}
+        total_c = {**total_c, **{key: None for key in value_keys}}
-    summary = comparison(total_c, total_b, comparable)
+    current_missing = bool(set(ctx["current"]) - set(ds.periods))
+    total_c = {
+        **total_c,
+        **({key: None for key in custom_keys} if current_missing else custom_values(total_c, columns)),
+    }
+    total_b = {**total_b, **custom_values(total_b, columns)}
+    summary = comparison(total_c, total_b, comparable, value_keys)
     group = "dimensions__" + ctx["group"]
     buckets = {}
     for side in ("current", "baseline"):
@@ -205,7 +234,7 @@ def analyze(ds, member, body, preferences):
                 k: Decimal(0)
                 if k in ("revenue", "cost", "gross", "customers", "self_revenue") and total.get(k) is not None
                 else None
-                for k in METRICS
+                for k in value_keys
             },
         }
 
@@ -217,8 +246,10 @@ def analyze(ds, member, body, preferences):
     for label, sides in buckets.items():
         c, b = sides.get("current", empty_side(total_c)), sides.get("baseline", empty_side(total_b))
         if set(ctx["current"]) - set(ds.periods):
-            c = {**c, **{key: None for key in METRICS}}
+            c = {**c, **{key: None for key in value_keys}}
-        values = comparison(c, b, comparable)
+        c = {**c, **({key: None for key in custom_keys} if current_missing else custom_values(c, columns))}
+        b = {**b, **custom_values(b, columns)}
+        values = comparison(c, b, comparable, value_keys)
         v = values[metric]
         change, delta = v["change"], v["delta"]
         impact = (
@@ -249,7 +280,10 @@ def analyze(ds, member, body, preferences):
         )
     rows.sort(key=lambda r: (not r["anomaly"], -r["impact"], r["label"]))
     observed = {
-        r["period"]: metrics(r, formula, products)
+        r["period"]: {
+            **(values := metrics(r, formula, products)),
+            **custom_values(values, columns),
+        }
         for r in qs.values("period").annotate(**aggregations(products))
     }
     trend = []
@@ -257,7 +291,7 @@ def analyze(ds, member, body, preferences):
         period = month_text(index)
         values = observed.get(period)
         if values is None:
-            values = empty_side(total_c) if period in ds.periods else {key: None for key in METRICS}
+            values = empty_side(total_c) if period in ds.periods else {key: None for key in value_keys}
         trend.append({"period": period, **values})
     return {
         "dataset_id": str(ds.pk),

finance/views.py

@@ -22,7 +22,7 @@ from django.utils import timezone
 from openpyxl import Workbook
 from openpyxl.cell import WriteOnlyCell
 
-from .analysis import METRICS, analyze, context, default_preferences, dimensions, scoped_facts
+from .analysis import METRICS, analyze, context, custom_columns, default_preferences, dimensions, scoped_facts
 from .importing import file_digest, profile_file, suggest_mapping, validate_mapping
 from .models import AIConfig, Audit, Dataset, Investigation, Membership, Preference, Throttle
 
@@ -521,6 +521,7 @@ def investigations(request, dataset_id):
         raise APIError("查看者不可修改调查状态", 403)
     data = body(request)
     ctx = context(ds, data.get("context", {}))
+    ctx["custom_columns"] = custom_columns(ds, data.get("context", {}))
     status, note = data.get("status"), data.get("note", "")
     if status not in ("open", "reviewing", "resolved") or not isinstance(note, str) or len(note) > 2000:
         raise APIError("调查状态或备注无效")

frontend/src/App.tsx

@@ -35,6 +35,7 @@ import { Chart } from "./Chart";
 import {
   AdminDialog,
   AIConfigDialog,
+  FormulaColumnsDialog,
   FormulaExportDialog,
   Copilot,
   EvidenceDialog,
@@ -49,6 +50,8 @@ import {
   type Analysis,
   type Context,
   type Dataset,
+  type FormulaColumn,
+  type SavedFormulaDefinition,
   type Metric,
   type Preferences,
   type Row,
@@ -89,6 +92,7 @@ export function App() {
       | "ai"
       | null
       | "formula"
+      | "columns"
     >(null),
     [evidenceCtx, setEvidenceCtx] = useState<Context>(),
     [chat, setChat] = useState(false),
@@ -98,6 +102,7 @@ export function App() {
     [note, setNote] = useState(""),
     [status, setStatus] = useState("open"),
     [saved, setSaved] = useState(false);
+  const [formulaDefinitions, setFormulaDefinitions] = useState<SavedFormulaDefinition[]>([]);
   const upload = useRef<HTMLInputElement>(null),
     requestVersion = useRef(0);
   const report = useCallback(
@@ -226,6 +231,8 @@ export function App() {
             c.comparison === current.comparison &&
             c.metric === current.metric &&
             c.group === current.group &&
+            JSON.stringify(c.custom_columns || []) ===
+              JSON.stringify(current.custom_columns || []) &&
             Object.keys(c.filters).length ===
               Object.keys(current.filters).length &&
             Object.entries(c.filters).every(
@@ -324,8 +331,11 @@ export function App() {
     const available = candidates.filter(
       (m) => m === "revenue" || (result?.rows || []).some((r) => r.values[m]?.current != null),
     );
-    return available.length ? available : (["revenue"] as Metric[]);
+    const custom = (ctx?.custom_columns || []).map((_, index) => `custom_${index}`);
+    return [...(available.length ? available : ["revenue"]), ...custom];
   }, [result, ctx]);
+  const metricLabel = (metric: string) =>
+    labels[metric as Metric] || ctx?.custom_columns?.[Number(metric.slice(7))]?.name || metric;
   const columns = useMemo<ColDef<Row>[]>(
     () => [
       {
@@ -347,7 +357,7 @@ export function App() {
       },
       ...metricKeys.map((metric) => ({
         colId: metric,
-        headerName: labels[metric],
+        headerName: metricLabel(metric),
         minWidth: 130,
         valueGetter: (p: { data?: Row }) =>
           p.data?.values[metric]?.current == null
@@ -1056,9 +1066,9 @@ export function App() {
                                     }
                                   </th>
                                   {metricKeys
-                                    .filter((m) => m !== "customers")
+                                    .filter((m) => m !== "customers" && m in labels)
                                     .map((m) => (
-                                      <th key={m}>{labels[m]}</th>
+                                      <th key={m}>{metricLabel(m)}</th>
                                     ))}
                                   <th>状态</th>
                                 </tr>
@@ -1068,7 +1078,7 @@ export function App() {
                                   <tr key={r.label}>
                                     <th>{r.label}</th>
                                     {metricKeys
-                                      .filter((m) => m !== "customers")
+                                      .filter((m) => m !== "customers" && m in labels)
                                       .map((m) => {
                                         const v = r.values[m]?.change;
                                       return (
@@ -1115,7 +1125,7 @@ export function App() {
                     <div className="investigation-band">
                       <section>
                         <div className="section-heading">
-                          <h2>{labels[metric]}变化分解</h2>
+                          <h2>{metricLabel(metric)}变化分解</h2>
                           <span>
                             {ctx.start} 至 {ctx.end}
                           </span>
@@ -1224,6 +1234,22 @@ export function App() {
                               >
                                 <Calculator />
                               </button>
+                              {!user.departments.length && (
+                                <button
+                                  aria-label="选择网页自定义列"
+                                  title="选择网页自定义列"
+                                  onClick={() =>
+                                    api<{ items: SavedFormulaDefinition[] }>(`/datasets/${ds.id}/formula-definitions`)
+                                      .then((data) => {
+                                        setFormulaDefinitions(data.items);
+                                        setModal("columns");
+                                      })
+                                      .catch(report)
+                                  }
+                                >
+                                  自定义列
+                                </button>
+                              )}
                               <button
                                 className="icon"
                                 aria-label="导出当前范围"
@@ -1443,6 +1469,17 @@ export function App() {
       {modal === "formula" && ds && ctx && (
         <FormulaExportDialog ds={ds} ctx={ctx} onClose={() => setModal(null)} />
       )}
+      {modal === "columns" && ds && ctx && (
+        <FormulaColumnsDialog
+          definitions={formulaDefinitions}
+          selected={ctx.custom_columns || []}
+          onClose={() => setModal(null)}
+          onApply={(columns: FormulaColumn[]) => {
+            setCtx({ ...ctx, custom_columns: columns });
+            setModal(null);
+          }}
+        />
+      )}
       {modal === "settings" && ds && (
         <SettingsDialog
           ds={ds}

frontend/src/dialogs.tsx

@@ -1,15 +1,22 @@
 import { useEffect, useRef, useState } from "react";
-import { ChevronLeft, ChevronRight, Download, Save, Trash2, X } from "lucide-react";
+import {
+  ChevronLeft,
+  ChevronRight,
+  Download,
+  Save,
+  Trash2,
+  X,
+} from "lucide-react";
 import { api } from "./api";
 import {
   labels,
   roleLabels,
   type AIConfig,
   type Context,
+  type Dataset,
   type FormulaColumn,
   type FormulaExpression,
   type SavedFormulaDefinition,
-  type Dataset,
   type Metric,
   type Preferences,
   type Session,
@@ -1158,3 +1165,55 @@ export function FormulaExportDialog({
     </Modal>
   );
 }
+
+export function FormulaColumnsDialog({
+  definitions,
+  selected,
+  onApply,
+  onClose,
+}: {
+  definitions: SavedFormulaDefinition[];
+  selected: FormulaColumn[];
+  onApply: (columns: FormulaColumn[]) => void;
+  onClose: () => void;
+}) {
+  const selectedNames = new Set(selected.map((column) => column.name));
+  const [checked, setChecked] = useState(
+    () => new Set(definitions.filter((item) => selectedNames.has(item.definition.name)).map((item) => item.id)),
+  );
+  function toggle(id: string) {
+    setChecked((current) => {
+      const next = new Set(current);
+      if (next.has(id)) next.delete(id);
+      else if (next.size < 10) next.add(id);
+      return next;
+    });
+  }
+  return (
+    <Modal title="选择网页自定义列" onClose={onClose}>
+      <div className="dialog-body">
+        <p>已保存定义会由服务端统一计算并显示在分析表格中，最多选择 10 列。</p>
+        {!definitions.length && <p className="muted">暂无已保存定义，请先在公式工作簿中保存。</p>}
+        {definitions.map((item) => (
+          <label className="check" key={item.id}>
+            <input
+              type="checkbox"
+              checked={checked.has(item.id)}
+              onChange={() => toggle(item.id)}
+            />
+            {item.definition.name}：{item.definition.meaning}{item.owned ? "" : `（${item.owner}共享）`}
+          </label>
+        ))}
+        <footer>
+          <button onClick={onClose}>取消</button>
+          <button
+            className="primary"
+            onClick={() => onApply(definitions.filter((item) => checked.has(item.id)).map((item) => item.definition))}
+          >
+            应用
+          </button>
+        </footer>
+      </div>
+    </Modal>
+  );
+}

frontend/src/types.ts

@@ -133,7 +133,7 @@ export interface Value {
 }
 export interface Row {
   label: string;
-  values: Record<Metric, Value>;
+  values: Record<string, Value>;
   rows: number;
   baseline_rows: number;
   anomaly: boolean;

tests/e2e/workspace.spec.ts

@@ -180,38 +180,53 @@ test("桌面：真实导入、异常、下钻、证据、设置、Copilot、导
   await page.route("**/formula-design", async (route) => {
     designCalls++;
     await route.fulfill({
-      json: designCalls === 1
+      json:
-        ? { complete: false, questions: ["缺失值和零分母如何处理？"], column: null }
+        designCalls === 1
-        : {
+          ? {
-            complete: true,
+              complete: false,
-            questions: [],
+              questions: ["缺失值和零分母如何处理？"],
-            column: {
+              column: null,
-              name: "收入成本差",
+            }
-              meaning: "实际收入减成本",
+          : {
-              scope: "所选分组与期间",
+              complete: true,
-              missing: "结果不可用（#N/A）；零分母不可用",
+              questions: [],
-              expression: {
+              column: {
-                operator: "subtract",
+                name: "收入成本差",
-                left: { metric: "revenue" },
+                meaning: "实际收入减成本",
-                right: { metric: "cost" },
+                scope: "所选分组与期间",
+                missing: "结果不可用（#N/A）；零分母不可用",
+                expression: {
+                  operator: "subtract",
+                  left: { metric: "revenue" },
+                  right: { metric: "cost" },
+                },
               },
             },
-          },
     });
   });
   await page.getByRole("button", { name: "生成公式工作簿" }).click();
   const formulaDialog = page.getByRole("dialog", { name: "生成公式工作簿" });
   await formulaDialog.getByRole("checkbox").check();
-  await formulaDialog.getByLabel("列计算描述").fill("新增收入成本差，缺失或零分母显示不可用");
+  await formulaDialog
+    .getByLabel("列计算描述")
+    .fill("新增收入成本差，缺失或零分母显示不可用");
   await formulaDialog.getByRole("button", { name: "发送描述" }).click();
   await expect(formulaDialog).toContainText("缺失值和零分母如何处理？");
-  await formulaDialog.getByLabel("列计算描述").fill("缺失项和零分母都按不可用处理");
+  await formulaDialog
+    .getByLabel("列计算描述")
+    .fill("缺失项和零分母都按不可用处理");
   await formulaDialog.getByRole("button", { name: "发送描述" }).click();
-  await formulaDialog.getByRole("button", { name: "确认并生成公式工作簿" }).click();
+  await formulaDialog
-  await expect(formulaDialog.getByRole("status")).toContainText("生成完成", { timeout: 30000 });
+    .getByRole("button", { name: "确认并生成公式工作簿" })
+    .click();
+  await expect(formulaDialog.getByRole("status")).toContainText("生成完成", {
+    timeout: 30000,
+  });
   const formulaDownload = page.waitForEvent("download");
   await formulaDialog.getByRole("button", { name: "下载公式工作簿" }).click();
-  expect((await formulaDownload).suggestedFilename()).toBe("traceiq-formula-analysis.xlsx");
+  expect((await formulaDownload).suggestedFilename()).toBe(
+    "traceiq-formula-analysis.xlsx",
+  );
   await formulaDialog.getByLabel("关闭").click();
 });
 test("手机：登录、总览、设置、Copilot 布局无横向溢出", async ({ page }) => {

tests/test_finance.py

@@ -85,6 +85,36 @@ def test_metrics_and_analysis_preserve_roi_refunds_and_distinct_customers(worksp
     assert unavailable["self_revenue"] == 0
 
 
+def test_analysis_computes_saved_custom_columns_in_summary_and_rows(workspace):
+    ds, member, *_ = workspace
+    column = {
+        "name": "收入成本差",
+        "meaning": "收入减成本",
+        "scope": "按分组计算",
+        "missing": "结果不可用（#N/A）；零分母不可用",
+        "expression": {
+            "operator": "subtract",
+            "left": {"metric": "revenue"},
+            "right": {"metric": "cost"},
+        },
+    }
+    result = analyze(
+        ds,
+        member,
+        {
+            "start": "2026-08",
+            "end": "2026-08",
+            "comparison": "yoy",
+            "group": "department",
+            "custom_columns": [column],
+        },
+        default_preferences(ds),
+    )
+    assert result["summary"]["custom_0"]["current"] == Decimal("45")
+    assert result["summary"]["custom_0"]["baseline"] == Decimal("90")
+    assert result["rows"][0]["values"]["custom_0"]["current"] == Decimal("60")
+
+
 def test_dataset_and_evidence_are_organization_and_department_scoped(workspace):
     ds, _, _, _, other_client = workspace
     url = f"/api/datasets/{ds.pk}"