HEL-342: 管理总览 KPI 绑定真实 dashboard 接口

去掉写死的演示金额与账期进度，改由 /api/admin/dashboard 的 totals 与 period_progress 填充；无数据走空态。

Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: multica-agent <github@multica.ai>

src/bank_importer/dashboard.py

@@ -8,6 +8,7 @@ as null so the UI shows an em dash rather than a guessed label.
 
 from __future__ import annotations
 
+from calendar import monthrange
 from datetime import datetime, timedelta, timezone
 from decimal import Decimal, ROUND_HALF_UP
 import sqlite3
@@ -22,6 +23,12 @@ def today_shanghai() -> str:
     return datetime.now(timezone(timedelta(hours=8))).date().isoformat()
 
 
+def _month_bounds(year_month: str) -> tuple[str, str]:
+    year, month = (int(part) for part in year_month.split("-"))
+    last = monthrange(year, month)[1]
+    return f"{year_month}-01", f"{year_month}-{last:02d}"
+
+
 def _q2(value: Decimal) -> str:
     return str(value.quantize(TWOPLACES, rounding=ROUND_HALF_UP))
 
@@ -209,6 +216,108 @@ def company_summaries(
     return items, totals
 
 
+def period_progress(
+    connection: sqlite3.Connection, *, year_month: str
+) -> dict[str, object]:
+    """Per-company coverage of the cutoff month: done / in progress / unsubmitted.
+
+    Only companies with at least one active bank account are counted — the same
+    rule as monthly-close submission checks. Covered = confirmed source rows in
+    the month, or an approved no-business attestation that spans the month.
+    """
+    start, end = _month_bounds(year_month)
+    enabled_rows = connection.execute(
+        "SELECT DISTINCT company_id FROM bank_accounts WHERE status = 'active'"
+    ).fetchall()
+    enabled_ids = {int(row["company_id"]) for row in enabled_rows}
+    empty = {
+        "year_month": year_month,
+        "enabled_count": 0,
+        "done": 0,
+        "in_progress": 0,
+        "unsubmitted": 0,
+        "percent": 0,
+    }
+    if not enabled_ids:
+        return empty
+
+    submitted = {
+        int(row["company_id"])
+        for row in connection.execute(
+            """
+            SELECT DISTINCT b.company_id AS company_id
+            FROM source_rows r
+            JOIN sheet_batches s ON s.id = r.sheet_batch_id
+            JOIN import_batches b ON b.id = s.import_batch_id
+            JOIN sheet_reviews rv ON rv.sheet_batch_id = s.id AND rv.review_status = 'confirmed'
+            WHERE date(r.transaction_at) >= date(?) AND date(r.transaction_at) <= date(?)
+            """,
+            (start, end),
+        ).fetchall()
+    }
+    attested = {
+        int(row["company_id"])
+        for row in connection.execute(
+            """
+            SELECT DISTINCT a.company_id AS company_id
+            FROM no_business_attestations a
+            WHERE a.status = 'approved'
+              AND date(a.gap_start) <= date(?)
+              AND date(a.gap_end) >= date(?)
+            """,
+            (end, start),
+        ).fetchall()
+    }
+    covered = (submitted | attested) & enabled_ids
+
+    pending: set[int] = set()
+    for row in connection.execute(
+        """
+        SELECT DISTINCT p.company_id AS company_id
+        FROM current_transfer_decisions c
+        JOIN transfer_match_decisions d ON d.id = c.decision_id
+        JOIN canonical_transfer_events e ON e.id = c.event_id
+        JOIN transfer_decision_participants p ON p.decision_id = d.id
+        WHERE e.lifecycle = 'active'
+          AND d.classification IN ('unresolved', 'needs_review')
+          AND date(d.effective_at) >= date(?) AND date(d.effective_at) <= date(?)
+        """,
+        (start, end),
+    ):
+        pending.add(int(row["company_id"]))
+    for row in connection.execute(
+        """
+        SELECT DISTINCT m.company_id AS company_id
+        FROM manual_records m
+        JOIN current_manual_record_decisions c ON c.record_id = m.id
+        JOIN manual_record_decisions d ON d.id = c.decision_id
+        WHERE d.state = 'pending'
+          AND date(m.occurred_at) >= date(?) AND date(m.occurred_at) <= date(?)
+        """,
+        (start, end),
+    ):
+        pending.add(int(row["company_id"]))
+    for row in connection.execute(
+        "SELECT DISTINCT company_id FROM bank_accounts WHERE status = 'pending'"
+    ):
+        pending.add(int(row["company_id"]))
+
+    pending_enabled = pending & enabled_ids
+    done = covered - pending_enabled
+    in_progress = pending_enabled
+    unsubmitted = enabled_ids - covered - pending_enabled
+    enabled_count = len(enabled_ids)
+    percent = round(100 * len(done) / enabled_count) if enabled_count else 0
+    return {
+        "year_month": year_month,
+        "enabled_count": enabled_count,
+        "done": len(done),
+        "in_progress": len(in_progress),
+        "unsubmitted": len(unsubmitted),
+        "percent": percent,
+    }
+
+
 def company_peer_groups(
     connection: sqlite3.Connection,
     company_id: int,
@@ -378,13 +487,15 @@ def build_dashboard(
     companies, totals = company_summaries(
         connection, from_date=from_date, cutoff=cutoff_date
     )
+    period_label = f"{period.year}-{period.month:02d}"
     return {
         "from_date": from_date,
         "cutoff": cutoff_date,
         "period_month": period_month,
-        "period_label": f"{period.year}-{period.month:02d}",
+        "period_label": period_label,
         "audit": audit_counts(connection),
         "totals": totals,
+        "period_progress": period_progress(connection, year_month=period_label),
         "companies": companies,
         "weekly_flow": weekly_flow(connection, cutoff=cutoff_date),
         "opening_status": "unavailable",