{
  "page": {
    "slug": "youpa-erp-risk-drilldown-v2",
    "project_key": "youpa-ai-erp",
    "customer": "广州悠派设计",
    "domain": "ERP 经营风险穿透",
    "title": "悠派 ERP 经营风险穿透看板 V2",
    "subtitle": "总量、类目、明细到人的点击式经营风险看板。",
    "version_label": "v2 · drilldown",
    "audience": "customer",
    "renderer": "standard_presentation",
    "status": "published",
    "payload": {
      "blocks": [
        {
          "id": 1,
          "props": {
            "badge": "广州悠派设计 · ERP-only · V2 drilldown",
            "metrics": [
              {
                "label": "ERP场景",
                "value": "5"
              },
              {
                "label": "穿透层级",
                "value": "3层"
              },
              {
                "label": "逾期尾款",
                "value": "186万"
              },
              {
                "label": "账期损失",
                "value": "6.8万"
              }
            ],
            "summary": "每个图表总量都可以点击：总量 -> 类目 -> 明细到人/订单/供应商，并同步显示根因、关联单据和管理动作。"
          },
          "title": "V2：ERP 经营风险层层穿透",
          "subtitle": "",
          "block_type": "hero"
        },
        {
          "id": 2,
          "props": {
            "badge": "V2 drilldown",
            "scenes": [
              {
                "kpis": [
                  {
                    "label": "逾期尾款",
                    "value": "186万"
                  },
                  {
                    "label": "账期损失",
                    "value": "6.8万"
                  },
                  {
                    "label": "高风险订单",
                    "value": "12单"
                  },
                  {
                    "label": "责任人",
                    "value": "7人"
                  }
                ],
                "name": "尾款账期损失",
                "root": {
                  "unit": "万元",
                  "label": "逾期尾款总量",
                  "owner": "项目部 / 财务",
                  "value": 186,
                  "action": "每日老板日报 + 责任人催收待办",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "项目经理未跟进",
                      "owner": "项目部",
                      "value": 92.4,
                      "action": "项目经理当天电话催收，主管复盘",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "赵磊",
                          "owner": "赵磊",
                          "value": 51.4,
                          "action": "今日补验收并发催款函",
                          "records": [
                            {
                              "loss": "账期损失 0.82万",
                              "unit": "万元",
                              "label": "SO-202606-0187 / 华南商业空间项目",
                              "owner": "赵磊",
                              "value": 42.8,
                              "action": "今日补验收+催款",
                              "notice": "SO-202606-0187 尾款 42.8 万逾期 42 天，责任项目经理赵磊。",
                              "related": "销售订单 SO-202606-0187 / 验收单 ACC-187",
                              "rootCause": "验收单未回传"
                            },
                            {
                              "loss": "账期损失 0.04万",
                              "unit": "万元",
                              "label": "SO-202606-0108 / 品牌展柜复购",
                              "owner": "赵磊",
                              "value": 8.6,
                              "action": "发正式催款函并抄送客户财务",
                              "notice": "",
                              "related": "销售订单 SO-202606-0108 / 应收单 AR-108",
                              "rootCause": "客户审批慢但未升级"
                            }
                          ],
                          "rootCause": "验收单未回传、节点提醒缺失"
                        },
                        {
                          "unit": "万元",
                          "label": "王倩",
                          "owner": "王倩",
                          "value": 31.7,
                          "action": "主管陪同催收并补节点提醒",
                          "records": [
                            {
                              "loss": "账期损失 0.46万",
                              "unit": "万元",
                              "label": "SO-202606-0162 / 连锁零售SI改造",
                              "owner": "王倩",
                              "value": 31.7,
                              "action": "经理电话跟进，48小时内回款承诺",
                              "notice": "",
                              "related": "销售订单 SO-202606-0162 / 合同分期 P3",
                              "rootCause": "付款节点到期未提醒"
                            }
                          ],
                          "rootCause": "客户付款节点未提醒"
                        },
                        {
                          "unit": "万元",
                          "label": "刘洋",
                          "owner": "刘洋",
                          "value": 9.3,
                          "action": "补客户签收并重新发起请款",
                          "records": [
                            {
                              "loss": "账期损失 0.07万",
                              "unit": "万元",
                              "label": "SO-202606-0141 / 快闪展陈项目",
                              "owner": "刘洋",
                              "value": 9.3,
                              "action": "当天补签收",
                              "notice": "",
                              "related": "出库单 SH-141 / 签收单待补",
                              "rootCause": "客户签收单缺失"
                            }
                          ],
                          "rootCause": "交付确认滞后"
                        }
                      ],
                      "rootCause": "付款节点到期后无跟进记录",
                      "chartTitle": "类目：点击项目经理看订单"
                    },
                    {
                      "unit": "万元",
                      "label": "财务票据阻塞",
                      "owner": "财务部",
                      "value": 38.6,
                      "action": "财务当天闭环发票状态",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "财务刘",
                          "owner": "财务刘",
                          "value": 19.3,
                          "action": "补寄并回填快递签收",
                          "records": [
                            {
                              "loss": "账期损失 0.17万",
                              "unit": "万元",
                              "label": "SO-202606-0129 / 购物中心快闪店",
                              "owner": "财务刘",
                              "value": 19.3,
                              "action": "财务重寄+确认签收",
                              "notice": "",
                              "related": "发票 INV-129 / 应收单 AR-129",
                              "rootCause": "发票未寄达"
                            }
                          ],
                          "rootCause": "发票寄达未确认"
                        },
                        {
                          "unit": "万元",
                          "label": "财务陈",
                          "owner": "财务陈",
                          "value": 19.3,
                          "action": "向业务员发资料补齐待办",
                          "records": [
                            {
                              "loss": "账期损失 0.11万",
                              "unit": "万元",
                              "label": "SO-202606-0155 / 门店改造二期",
                              "owner": "财务陈 + 业务员陈明",
                              "value": 19.3,
                              "action": "当天补齐资料并开票",
                              "notice": "",
                              "related": "客户主数据 C-155 / 发票申请 INVREQ-155",
                              "rootCause": "开票资料缺纳税识别号"
                            }
                          ],
                          "rootCause": "客户开票资料缺字段"
                        }
                      ],
                      "rootCause": "发票未寄达或开票信息缺失"
                    },
                    {
                      "unit": "万元",
                      "label": "客户审批延期",
                      "owner": "业务部",
                      "value": 55,
                      "action": "业务负责人升级客户财务/老板",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "陈明",
                          "owner": "陈明",
                          "value": 35,
                          "action": "升级客户财务经理",
                          "records": [
                            {
                              "loss": "账期损失 0.29万",
                              "unit": "万元",
                              "label": "SO-202606-0203 / 连锁门店A",
                              "owner": "陈明",
                              "value": 35,
                              "action": "业务负责人升级客户财务经理",
                              "notice": "",
                              "related": "合同 CT-203 / 应收 AR-203",
                              "rootCause": "客户审批停滞"
                            }
                          ],
                          "rootCause": "客户审批停在采购经理"
                        },
                        {
                          "unit": "万元",
                          "label": "黄洁",
                          "owner": "黄洁",
                          "value": 20,
                          "action": "申请提前排款并给折扣测算",
                          "records": [
                            {
                              "loss": "账期损失 0.20万",
                              "unit": "万元",
                              "label": "SO-202606-0198 / 商业空间B",
                              "owner": "黄洁 / 王倩",
                              "value": 20,
                              "action": "重新确认付款日并纳入老板日报",
                              "notice": "",
                              "related": "发票 INV-198 / 收款计划 PAY-198",
                              "rootCause": "客户付款批次延期"
                            }
                          ],
                          "rootCause": "客户付款批次排期晚"
                        }
                      ],
                      "rootCause": "客户内部付款审批未升级"
                    }
                  ],
                  "rootCause": "付款节点、验收、发票、客户审批四类阻塞",
                  "chartTitle": "总量：点击风险类目继续下钻"
                },
                "tags": [
                  "ERP应收",
                  "分期付款",
                  "责任到项目经理",
                  "账期损失"
                ],
                "notice": "尾款逾期自动进入老板日报，项目经理收到催收待办，财务同步票据阻塞。",
                "question": "张总点总量后，先看风险类目，再穿透到项目经理和具体订单。"
              },
              {
                "kpis": [
                  {
                    "label": "断点金额",
                    "value": "286万"
                  },
                  {
                    "label": "断点订单",
                    "value": "37单"
                  },
                  {
                    "label": "已发未开",
                    "value": "108万"
                  },
                  {
                    "label": "已开未回",
                    "value": "142万"
                  }
                ],
                "name": "订单断点",
                "root": {
                  "unit": "万元",
                  "label": "订单断点总量",
                  "owner": "销售 / 仓库 / 财务",
                  "value": 286,
                  "action": "按断点类型派发给责任岗位",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "已发未开票",
                      "owner": "财务部",
                      "value": 108,
                      "action": "补开发票",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "财务刘",
                          "owner": "财务刘",
                          "value": 62,
                          "action": "当日补开发票",
                          "records": [
                            {
                              "loss": "影响现金回款 62万",
                              "unit": "万元",
                              "label": "SO-202606-0211 / 连锁门店A",
                              "owner": "财务刘",
                              "value": 62,
                              "action": "补开发票并推送客户",
                              "notice": "",
                              "related": "出库单 SH-211 / 发票申请 INVREQ-211",
                              "rootCause": "出库完成但无发票"
                            }
                          ],
                          "rootCause": "发票申请未处理"
                        },
                        {
                          "unit": "万元",
                          "label": "财务陈",
                          "owner": "财务陈",
                          "value": 46,
                          "action": "拉业务员补开票资料",
                          "records": [
                            {
                              "loss": "影响现金回款 46万",
                              "unit": "万元",
                              "label": "SO-202606-0207 / 品牌展柜C",
                              "owner": "财务陈 + 罗凯",
                              "value": 46,
                              "action": "补资料后开票",
                              "notice": "",
                              "related": "出库单 SH-207 / 客户主数据 C-207",
                              "rootCause": "客户开票资料缺失"
                            }
                          ],
                          "rootCause": "客户资料待补"
                        }
                      ],
                      "rootCause": "出库完成但发票申请未闭环",
                      "chartTitle": "类目：点击责任人"
                    },
                    {
                      "unit": "万元",
                      "label": "已开未回款",
                      "owner": "项目部",
                      "value": 142,
                      "action": "项目经理催收",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "王倩",
                          "owner": "王倩",
                          "value": 41.5,
                          "action": "催收尾款",
                          "records": [
                            {
                              "loss": "账期损失 0.33万",
                              "unit": "万元",
                              "label": "SO-202606-0198 / 商业空间B",
                              "owner": "王倩",
                              "value": 41.5,
                              "action": "确认客户付款日",
                              "notice": "",
                              "related": "发票 INV-198 / 应收 AR-198",
                              "rootCause": "已开票未回款"
                            }
                          ],
                          "rootCause": "客户付款计划未确认"
                        },
                        {
                          "unit": "万元",
                          "label": "赵磊",
                          "owner": "赵磊",
                          "value": 58.2,
                          "action": "项目主管参与对账",
                          "records": [
                            {
                              "loss": "账期损失 0.82万",
                              "unit": "万元",
                              "label": "SO-202606-0187 / 华南商业空间项目",
                              "owner": "赵磊",
                              "value": 58.2,
                              "action": "项目主管参与对账",
                              "notice": "",
                              "related": "验收单 ACC-187 / 应收 AR-187",
                              "rootCause": "验收争议导致回款拖延"
                            }
                          ],
                          "rootCause": "验收争议未关闭"
                        },
                        {
                          "unit": "万元",
                          "label": "陈明",
                          "owner": "陈明",
                          "value": 42.3,
                          "action": "升级客户财务负责人",
                          "records": [
                            {
                              "loss": "账期损失 0.29万",
                              "unit": "万元",
                              "label": "SO-202606-0203 / 连锁门店A",
                              "owner": "陈明",
                              "value": 42.3,
                              "action": "升级客户财务负责人",
                              "notice": "",
                              "related": "合同 CT-203 / 发票 INV-203",
                              "rootCause": "客户审批停滞"
                            }
                          ],
                          "rootCause": "客户审批未升级"
                        }
                      ],
                      "rootCause": "发票已开但收款计划未跟进"
                    },
                    {
                      "unit": "万元",
                      "label": "票货不一致",
                      "owner": "仓库",
                      "value": 36,
                      "action": "仓库核出库，财务红冲或补开",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "仓库周",
                          "owner": "仓库周",
                          "value": 23.8,
                          "action": "核对出库单",
                          "records": [
                            {
                              "loss": "潜在对账差异 23.8万",
                              "unit": "万元",
                              "label": "SO-202606-0174 / 品牌展柜C",
                              "owner": "仓库周",
                              "value": 23.8,
                              "action": "核对出库并补单",
                              "notice": "",
                              "related": "出库单 SH-174 / 发票 INV-174",
                              "rootCause": "发货少于开票"
                            }
                          ],
                          "rootCause": "漏出库确认"
                        },
                        {
                          "unit": "万元",
                          "label": "财务刘",
                          "owner": "财务刘",
                          "value": 12.2,
                          "action": "红冲重开",
                          "records": [
                            {
                              "loss": "潜在对账差异 12.2万",
                              "unit": "万元",
                              "label": "SO-202606-0133 / 门店道具项目",
                              "owner": "财务刘",
                              "value": 12.2,
                              "action": "红冲重开",
                              "notice": "",
                              "related": "发票 INV-133 / 出库 SH-133",
                              "rootCause": "发票数量大于出库"
                            }
                          ],
                          "rootCause": "发票数量录入错误"
                        }
                      ],
                      "rootCause": "发货数量与开票数量不一致"
                    }
                  ],
                  "rootCause": "出库、发票、收款数据链路不同步",
                  "chartTitle": "总量：点击断点类型"
                },
                "tags": [
                  "销售订单",
                  "发货",
                  "开票",
                  "回款",
                  "ERP闭环"
                ],
                "notice": "断点金额超过阈值推老板预警，并生成部门待办。",
                "question": "总量点到断点类型，再点到责任岗位和订单，定位卡在发货、开票还是回款。"
              },
              {
                "kpis": [
                  {
                    "label": "应收余额",
                    "value": "812万"
                  },
                  {
                    "label": "逾期应收",
                    "value": "264万"
                  },
                  {
                    "label": "未开票",
                    "value": "108万"
                  },
                  {
                    "label": "异常客户",
                    "value": "9家"
                  }
                ],
                "name": "老板财务秒查",
                "root": {
                  "unit": "万元",
                  "label": "财务风险总览",
                  "owner": "老板 / 财务",
                  "value": 812,
                  "action": "老板秒查到业务员与客户",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "逾期应收",
                      "owner": "销售部",
                      "value": 264,
                      "action": "按业务员排名催收",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "陈明",
                          "owner": "陈明",
                          "value": 96,
                          "action": "升级客户财务",
                          "records": [
                            {
                              "loss": "账期损失 0.29万",
                              "unit": "万元",
                              "label": "客户：连锁门店A / SO-202606-0203",
                              "owner": "陈明",
                              "value": 42.3,
                              "action": "升级客户财务负责人",
                              "notice": "",
                              "related": "客户 C-A / 销售订单 SO-202606-0203",
                              "rootCause": "审批停滞"
                            }
                          ],
                          "rootCause": "连锁客户审批慢"
                        },
                        {
                          "unit": "万元",
                          "label": "黄洁",
                          "owner": "黄洁",
                          "value": 68,
                          "action": "重排付款计划",
                          "records": [
                            {
                              "loss": "账期损失 0.33万",
                              "unit": "万元",
                              "label": "客户：商业空间B / SO-202606-0198",
                              "owner": "黄洁 / 王倩",
                              "value": 41.5,
                              "action": "确认付款日",
                              "notice": "",
                              "related": "客户 C-B / 发票 INV-198",
                              "rootCause": "付款批次延期"
                            }
                          ],
                          "rootCause": "客户付款批次延期"
                        }
                      ],
                      "rootCause": "客户超过账期未付款"
                    },
                    {
                      "unit": "万元",
                      "label": "未开票",
                      "owner": "财务部",
                      "value": 108,
                      "action": "当天补齐开票链路",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "财务刘",
                          "owner": "财务刘",
                          "value": 62,
                          "action": "补开发票",
                          "records": [
                            {
                              "loss": "回款推迟风险 62万",
                              "unit": "万元",
                              "label": "SO-202606-0211 / 连锁门店A",
                              "owner": "财务刘",
                              "value": 62,
                              "action": "补开发票",
                              "notice": "",
                              "related": "出库 SH-211 / INVREQ-211",
                              "rootCause": "发票申请未处理"
                            }
                          ],
                          "rootCause": "发票申请未处理"
                        }
                      ],
                      "rootCause": "发票申请或资料缺失"
                    },
                    {
                      "unit": "家",
                      "label": "异常客户",
                      "owner": "业务负责人",
                      "value": 9,
                      "action": "调整信用政策",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "华南商业空间项目",
                          "owner": "赵磊",
                          "value": 58.2,
                          "action": "后续订单提高预付款比例",
                          "records": [
                            {
                              "loss": "信用风险 58.2万",
                              "unit": "万元",
                              "label": "客户：华南商业空间项目",
                              "owner": "赵磊",
                              "value": 58.2,
                              "action": "提高预付款比例并设验收节点",
                              "notice": "",
                              "related": "客户 C-HN / SO-202606-0187",
                              "rootCause": "验收争议频发"
                            }
                          ],
                          "rootCause": "验收争议频发"
                        }
                      ],
                      "rootCause": "历史回款慢或争议多"
                    }
                  ],
                  "rootCause": "应收、未开票、客户信用异常叠加",
                  "chartTitle": "总量：点击财务风险类目"
                },
                "tags": [
                  "应收",
                  "未开票",
                  "业务员",
                  "客户"
                ],
                "question": "张总点应收总额，继续看风险类目，再穿透到业务员、客户和订单。"
              },
              {
                "kpis": [
                  {
                    "label": "可节省",
                    "value": "18.6万"
                  },
                  {
                    "label": "异常报价",
                    "value": "14条"
                  },
                  {
                    "label": "单一供应",
                    "value": "6项"
                  },
                  {
                    "label": "交期风险",
                    "value": "9单"
                  }
                ],
                "name": "采购比价",
                "root": {
                  "unit": "万元",
                  "label": "采购风险总量",
                  "owner": "采购部",
                  "value": 18.6,
                  "action": "采购比价审批前置",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "报价偏高",
                      "owner": "采购部",
                      "value": 9.8,
                      "action": "重新议价或替换供应商",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "供应商：粤美五金",
                          "owner": "采购员李娜",
                          "value": 5.6,
                          "action": "要求二次报价",
                          "records": [
                            {
                              "loss": "可节省 5.6万",
                              "unit": "万元",
                              "label": "PO-202606-044 / 展柜五金件",
                              "owner": "采购员李娜",
                              "value": 5.6,
                              "action": "二次议价，目标降 5.6 万",
                              "notice": "",
                              "related": "供应商 SUP-018 / 采购订单 PO-044",
                              "rootCause": "报价高于历史均价"
                            }
                          ],
                          "rootCause": "五金件报价高于历史 12%"
                        },
                        {
                          "unit": "万元",
                          "label": "供应商：南方亚克力",
                          "owner": "采购员周敏",
                          "value": 4.2,
                          "action": "补三家比价",
                          "records": [
                            {
                              "loss": "可节省 4.2万",
                              "unit": "万元",
                              "label": "PO-202606-052 / 亚克力板材",
                              "owner": "采购员周敏",
                              "value": 4.2,
                              "action": "补三家比价后审批",
                              "notice": "",
                              "related": "供应商 SUP-027 / 物料 MAT-ACR",
                              "rootCause": "替代规格未比价"
                            }
                          ],
                          "rootCause": "材料规格替代未比价"
                        }
                      ],
                      "rootCause": "报价高于历史均价"
                    },
                    {
                      "unit": "万元",
                      "label": "单一供应商",
                      "owner": "采购主管",
                      "value": 4.1,
                      "action": "补备选供应商",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "灯箱电源",
                          "owner": "采购主管何强",
                          "value": 4.1,
                          "action": "新增两家供应商入库",
                          "records": [
                            {
                              "loss": "议价空间 4.1万",
                              "unit": "万元",
                              "label": "MAT-LED-POWER / PO-202606-061",
                              "owner": "何强",
                              "value": 4.1,
                              "action": "新增两家供应商并设价格上限",
                              "notice": "",
                              "related": "物料 MAT-LED-POWER / 供应商 SUP-041",
                              "rootCause": "单一供应商"
                            }
                          ],
                          "rootCause": "只有一家供应商可供"
                        }
                      ],
                      "rootCause": "关键物料只有一家报价"
                    },
                    {
                      "unit": "万元",
                      "label": "交期风险",
                      "owner": "采购员",
                      "value": 4.7,
                      "action": "替换供应商或拆单加急",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "采购员李娜",
                          "owner": "李娜",
                          "value": 4.7,
                          "action": "拆单加急并同步项目经理",
                          "records": [
                            {
                              "loss": "延期风险 4.7万",
                              "unit": "万元",
                              "label": "PO-202606-057 / 定制灯带",
                              "owner": "李娜",
                              "value": 4.7,
                              "action": "拆单加急",
                              "notice": "",
                              "related": "采购订单 PO-057 / 项目 SO-202606-0211",
                              "rootCause": "交期晚于项目节点"
                            }
                          ],
                          "rootCause": "供应商承诺交期晚 5 天"
                        }
                      ],
                      "rootCause": "采购交期晚于项目开工"
                    }
                  ],
                  "rootCause": "报价偏高、单一供应、交期异常",
                  "chartTitle": "总量：点击采购风险类目"
                },
                "tags": [
                  "采购订单",
                  "供应商",
                  "物料",
                  "比价"
                ],
                "question": "总采购风险点到物料类目，再穿透到供应商、采购员和订单。"
              },
              {
                "kpis": [
                  {
                    "label": "异常成本",
                    "value": "11.2万"
                  },
                  {
                    "label": "返工订单",
                    "value": "8单"
                  },
                  {
                    "label": "异常工序",
                    "value": "5项"
                  },
                  {
                    "label": "责任班组",
                    "value": "4组"
                  }
                ],
                "name": "工序计件成本",
                "root": {
                  "unit": "万元",
                  "label": "计件成本异常总量",
                  "owner": "生产部",
                  "value": 11.2,
                  "action": "按工序和班组穿透复盘",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "返工率高",
                      "owner": "生产班组",
                      "value": 6.1,
                      "action": "返工单独标记并追责",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "木作一组 / 李师傅",
                          "owner": "李师傅",
                          "value": 3.6,
                          "action": "复核首件并调整计件系数",
                          "records": [
                            {
                              "loss": "异常计件 3.6万",
                              "unit": "万元",
                              "label": "WO-202606-088 / SO-202606-0187",
                              "owner": "李师傅 / 班组长周工",
                              "value": 3.6,
                              "action": "首件复核，返工计件降权",
                              "notice": "",
                              "related": "生产工单 WO-088 / 质检 QI-088",
                              "rootCause": "尺寸返工重复计件"
                            }
                          ],
                          "rootCause": "尺寸返工"
                        },
                        {
                          "unit": "万元",
                          "label": "油漆二组 / 陈师傅",
                          "owner": "陈师傅",
                          "value": 2.5,
                          "action": "材料批次复检",
                          "records": [
                            {
                              "loss": "异常计件 2.5万",
                              "unit": "万元",
                              "label": "WO-202606-073 / 门店道具项目",
                              "owner": "陈师傅",
                              "value": 2.5,
                              "action": "材料批次复检",
                              "notice": "",
                              "related": "生产工单 WO-073 / 质检 QI-073",
                              "rootCause": "漆面返修"
                            }
                          ],
                          "rootCause": "漆面返修"
                        }
                      ],
                      "rootCause": "质量返工重复计件"
                    },
                    {
                      "unit": "万元",
                      "label": "材料批次问题",
                      "owner": "采购 / 仓库",
                      "value": 3.2,
                      "action": "关联供应商索赔",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "南方亚克力",
                          "owner": "采购员周敏",
                          "value": 3.2,
                          "action": "供应商索赔并冻结批次",
                          "records": [
                            {
                              "loss": "索赔 3.2万",
                              "unit": "万元",
                              "label": "BATCH-ACR-061 / WO-202606-081",
                              "owner": "周敏",
                              "value": 3.2,
                              "action": "供应商索赔",
                              "notice": "",
                              "related": "供应商 SUP-027 / 批次 BATCH-ACR-061",
                              "rootCause": "材料批次色差"
                            }
                          ],
                          "rootCause": "亚克力板材批次色差"
                        }
                      ],
                      "rootCause": "材料批次导致生产返修"
                    },
                    {
                      "unit": "万元",
                      "label": "加急插单",
                      "owner": "项目部",
                      "value": 1.9,
                      "action": "加急成本回灌到订单毛利",
                      "children": [
                        {
                          "unit": "万元",
                          "label": "项目经理赵磊",
                          "owner": "赵磊",
                          "value": 1.9,
                          "action": "加急成本回灌订单",
                          "records": [
                            {
                              "loss": "毛利损失 1.9万",
                              "unit": "万元",
                              "label": "SO-202606-0187 / 插单 WO-202606-092",
                              "owner": "赵磊",
                              "value": 1.9,
                              "action": "追加变更报价或内部复盘",
                              "notice": "",
                              "related": "销售订单 SO-187 / 工单 WO-092",
                              "rootCause": "客户变更未重算成本"
                            }
                          ],
                          "rootCause": "客户变更导致插单"
                        }
                      ],
                      "rootCause": "项目插单导致工序加班"
                    }
                  ],
                  "rootCause": "返工、材料批次、加急插单导致计件偏离",
                  "chartTitle": "总量：点击成本异常类目"
                },
                "tags": [
                  "工序",
                  "计件",
                  "返工",
                  "成本"
                ],
                "question": "总成本点到异常类目，再看班组、工序、订单和责任人。"
              }
            ]
          },
          "title": "老板点击式经营看板",
          "subtitle": "验收动作：点击柱子进入下一层，直到看到责任人、订单、供应商、根因和动作。",
          "block_type": "drilldown_workbench"
        },
        {
          "id": 3,
          "props": {
            "after": [],
            "cards": [
              {
                "items": [
                  "总量柱子 -> 风险类目",
                  "类目柱子 -> 责任人/供应商/班组",
                  "明细行 -> 单据、根因、动作"
                ],
                "title": "点击路径"
              },
              {
                "items": [
                  "先看钱和风险",
                  "再看责任到人",
                  "最后看今天该做什么"
                ],
                "title": "老板视角"
              }
            ],
            "before": []
          },
          "title": "V2 验收口径",
          "subtitle": "只保留 ERP 能拿出数据和证据的模块。",
          "block_type": "context"
        }
      ],
      "version": {
        "slug": "youpa-erp-risk-drilldown-v2",
        "title": "悠派 ERP 经营风险穿透看板 V2",
        "subtitle": "总量、类目、明细到人的点击式经营风险看板。"
      },
      "evidence": [
        {
          "type": "source_file",
          "title": "张总需求 Excel",
          "content": "文字转写_马骋的快速会议_265362618_客户需求提炼.xlsx。"
        },
        {
          "type": "data_source_note",
          "title": "多浦乐 U9 样板",
          "content": "当前 DataWEAVE obj_doppler_u9 schema 列表为空，本 V2 使用已沉淀 U9/ERP 口径制作可汇报交互样板。"
        }
      ]
    },
    "source_note": "Generated from Zhang demand workbook + Doppler U9 governance references; V2 focuses on ERP evidence drilldown.",
    "created_at": "2026-06-11 08:08:16.906741+08:00",
    "updated_at": "2026-06-11 08:08:16.906741+08:00"
  },
  "version": {
    "slug": "youpa-erp-risk-drilldown-v2",
    "title": "悠派 ERP 经营风险穿透看板 V2",
    "subtitle": "总量、类目、明细到人的点击式经营风险看板。"
  },
  "blocks": [
    {
      "id": 1,
      "block_type": "hero",
      "title": "V2：ERP 经营风险层层穿透",
      "subtitle": "",
      "props": {
        "badge": "广州悠派设计 · ERP-only · V2 drilldown",
        "metrics": [
          {
            "label": "ERP场景",
            "value": "5"
          },
          {
            "label": "穿透层级",
            "value": "3层"
          },
          {
            "label": "逾期尾款",
            "value": "186万"
          },
          {
            "label": "账期损失",
            "value": "6.8万"
          }
        ],
        "summary": "每个图表总量都可以点击：总量 -> 类目 -> 明细到人/订单/供应商，并同步显示根因、关联单据和管理动作。"
      }
    },
    {
      "id": 2,
      "block_type": "drilldown_workbench",
      "title": "老板点击式经营看板",
      "subtitle": "验收动作：点击柱子进入下一层，直到看到责任人、订单、供应商、根因和动作。",
      "props": {
        "badge": "V2 drilldown",
        "scenes": [
          {
            "kpis": [
              {
                "label": "逾期尾款",
                "value": "186万"
              },
              {
                "label": "账期损失",
                "value": "6.8万"
              },
              {
                "label": "高风险订单",
                "value": "12单"
              },
              {
                "label": "责任人",
                "value": "7人"
              }
            ],
            "name": "尾款账期损失",
            "root": {
              "unit": "万元",
              "label": "逾期尾款总量",
              "owner": "项目部 / 财务",
              "value": 186,
              "action": "每日老板日报 + 责任人催收待办",
              "children": [
                {
                  "unit": "万元",
                  "label": "项目经理未跟进",
                  "owner": "项目部",
                  "value": 92.4,
                  "action": "项目经理当天电话催收，主管复盘",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "赵磊",
                      "owner": "赵磊",
                      "value": 51.4,
                      "action": "今日补验收并发催款函",
                      "records": [
                        {
                          "loss": "账期损失 0.82万",
                          "unit": "万元",
                          "label": "SO-202606-0187 / 华南商业空间项目",
                          "owner": "赵磊",
                          "value": 42.8,
                          "action": "今日补验收+催款",
                          "notice": "SO-202606-0187 尾款 42.8 万逾期 42 天，责任项目经理赵磊。",
                          "related": "销售订单 SO-202606-0187 / 验收单 ACC-187",
                          "rootCause": "验收单未回传"
                        },
                        {
                          "loss": "账期损失 0.04万",
                          "unit": "万元",
                          "label": "SO-202606-0108 / 品牌展柜复购",
                          "owner": "赵磊",
                          "value": 8.6,
                          "action": "发正式催款函并抄送客户财务",
                          "notice": "",
                          "related": "销售订单 SO-202606-0108 / 应收单 AR-108",
                          "rootCause": "客户审批慢但未升级"
                        }
                      ],
                      "rootCause": "验收单未回传、节点提醒缺失"
                    },
                    {
                      "unit": "万元",
                      "label": "王倩",
                      "owner": "王倩",
                      "value": 31.7,
                      "action": "主管陪同催收并补节点提醒",
                      "records": [
                        {
                          "loss": "账期损失 0.46万",
                          "unit": "万元",
                          "label": "SO-202606-0162 / 连锁零售SI改造",
                          "owner": "王倩",
                          "value": 31.7,
                          "action": "经理电话跟进，48小时内回款承诺",
                          "notice": "",
                          "related": "销售订单 SO-202606-0162 / 合同分期 P3",
                          "rootCause": "付款节点到期未提醒"
                        }
                      ],
                      "rootCause": "客户付款节点未提醒"
                    },
                    {
                      "unit": "万元",
                      "label": "刘洋",
                      "owner": "刘洋",
                      "value": 9.3,
                      "action": "补客户签收并重新发起请款",
                      "records": [
                        {
                          "loss": "账期损失 0.07万",
                          "unit": "万元",
                          "label": "SO-202606-0141 / 快闪展陈项目",
                          "owner": "刘洋",
                          "value": 9.3,
                          "action": "当天补签收",
                          "notice": "",
                          "related": "出库单 SH-141 / 签收单待补",
                          "rootCause": "客户签收单缺失"
                        }
                      ],
                      "rootCause": "交付确认滞后"
                    }
                  ],
                  "rootCause": "付款节点到期后无跟进记录",
                  "chartTitle": "类目：点击项目经理看订单"
                },
                {
                  "unit": "万元",
                  "label": "财务票据阻塞",
                  "owner": "财务部",
                  "value": 38.6,
                  "action": "财务当天闭环发票状态",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "财务刘",
                      "owner": "财务刘",
                      "value": 19.3,
                      "action": "补寄并回填快递签收",
                      "records": [
                        {
                          "loss": "账期损失 0.17万",
                          "unit": "万元",
                          "label": "SO-202606-0129 / 购物中心快闪店",
                          "owner": "财务刘",
                          "value": 19.3,
                          "action": "财务重寄+确认签收",
                          "notice": "",
                          "related": "发票 INV-129 / 应收单 AR-129",
                          "rootCause": "发票未寄达"
                        }
                      ],
                      "rootCause": "发票寄达未确认"
                    },
                    {
                      "unit": "万元",
                      "label": "财务陈",
                      "owner": "财务陈",
                      "value": 19.3,
                      "action": "向业务员发资料补齐待办",
                      "records": [
                        {
                          "loss": "账期损失 0.11万",
                          "unit": "万元",
                          "label": "SO-202606-0155 / 门店改造二期",
                          "owner": "财务陈 + 业务员陈明",
                          "value": 19.3,
                          "action": "当天补齐资料并开票",
                          "notice": "",
                          "related": "客户主数据 C-155 / 发票申请 INVREQ-155",
                          "rootCause": "开票资料缺纳税识别号"
                        }
                      ],
                      "rootCause": "客户开票资料缺字段"
                    }
                  ],
                  "rootCause": "发票未寄达或开票信息缺失"
                },
                {
                  "unit": "万元",
                  "label": "客户审批延期",
                  "owner": "业务部",
                  "value": 55,
                  "action": "业务负责人升级客户财务/老板",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "陈明",
                      "owner": "陈明",
                      "value": 35,
                      "action": "升级客户财务经理",
                      "records": [
                        {
                          "loss": "账期损失 0.29万",
                          "unit": "万元",
                          "label": "SO-202606-0203 / 连锁门店A",
                          "owner": "陈明",
                          "value": 35,
                          "action": "业务负责人升级客户财务经理",
                          "notice": "",
                          "related": "合同 CT-203 / 应收 AR-203",
                          "rootCause": "客户审批停滞"
                        }
                      ],
                      "rootCause": "客户审批停在采购经理"
                    },
                    {
                      "unit": "万元",
                      "label": "黄洁",
                      "owner": "黄洁",
                      "value": 20,
                      "action": "申请提前排款并给折扣测算",
                      "records": [
                        {
                          "loss": "账期损失 0.20万",
                          "unit": "万元",
                          "label": "SO-202606-0198 / 商业空间B",
                          "owner": "黄洁 / 王倩",
                          "value": 20,
                          "action": "重新确认付款日并纳入老板日报",
                          "notice": "",
                          "related": "发票 INV-198 / 收款计划 PAY-198",
                          "rootCause": "客户付款批次延期"
                        }
                      ],
                      "rootCause": "客户付款批次排期晚"
                    }
                  ],
                  "rootCause": "客户内部付款审批未升级"
                }
              ],
              "rootCause": "付款节点、验收、发票、客户审批四类阻塞",
              "chartTitle": "总量：点击风险类目继续下钻"
            },
            "tags": [
              "ERP应收",
              "分期付款",
              "责任到项目经理",
              "账期损失"
            ],
            "notice": "尾款逾期自动进入老板日报，项目经理收到催收待办，财务同步票据阻塞。",
            "question": "张总点总量后，先看风险类目，再穿透到项目经理和具体订单。"
          },
          {
            "kpis": [
              {
                "label": "断点金额",
                "value": "286万"
              },
              {
                "label": "断点订单",
                "value": "37单"
              },
              {
                "label": "已发未开",
                "value": "108万"
              },
              {
                "label": "已开未回",
                "value": "142万"
              }
            ],
            "name": "订单断点",
            "root": {
              "unit": "万元",
              "label": "订单断点总量",
              "owner": "销售 / 仓库 / 财务",
              "value": 286,
              "action": "按断点类型派发给责任岗位",
              "children": [
                {
                  "unit": "万元",
                  "label": "已发未开票",
                  "owner": "财务部",
                  "value": 108,
                  "action": "补开发票",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "财务刘",
                      "owner": "财务刘",
                      "value": 62,
                      "action": "当日补开发票",
                      "records": [
                        {
                          "loss": "影响现金回款 62万",
                          "unit": "万元",
                          "label": "SO-202606-0211 / 连锁门店A",
                          "owner": "财务刘",
                          "value": 62,
                          "action": "补开发票并推送客户",
                          "notice": "",
                          "related": "出库单 SH-211 / 发票申请 INVREQ-211",
                          "rootCause": "出库完成但无发票"
                        }
                      ],
                      "rootCause": "发票申请未处理"
                    },
                    {
                      "unit": "万元",
                      "label": "财务陈",
                      "owner": "财务陈",
                      "value": 46,
                      "action": "拉业务员补开票资料",
                      "records": [
                        {
                          "loss": "影响现金回款 46万",
                          "unit": "万元",
                          "label": "SO-202606-0207 / 品牌展柜C",
                          "owner": "财务陈 + 罗凯",
                          "value": 46,
                          "action": "补资料后开票",
                          "notice": "",
                          "related": "出库单 SH-207 / 客户主数据 C-207",
                          "rootCause": "客户开票资料缺失"
                        }
                      ],
                      "rootCause": "客户资料待补"
                    }
                  ],
                  "rootCause": "出库完成但发票申请未闭环",
                  "chartTitle": "类目：点击责任人"
                },
                {
                  "unit": "万元",
                  "label": "已开未回款",
                  "owner": "项目部",
                  "value": 142,
                  "action": "项目经理催收",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "王倩",
                      "owner": "王倩",
                      "value": 41.5,
                      "action": "催收尾款",
                      "records": [
                        {
                          "loss": "账期损失 0.33万",
                          "unit": "万元",
                          "label": "SO-202606-0198 / 商业空间B",
                          "owner": "王倩",
                          "value": 41.5,
                          "action": "确认客户付款日",
                          "notice": "",
                          "related": "发票 INV-198 / 应收 AR-198",
                          "rootCause": "已开票未回款"
                        }
                      ],
                      "rootCause": "客户付款计划未确认"
                    },
                    {
                      "unit": "万元",
                      "label": "赵磊",
                      "owner": "赵磊",
                      "value": 58.2,
                      "action": "项目主管参与对账",
                      "records": [
                        {
                          "loss": "账期损失 0.82万",
                          "unit": "万元",
                          "label": "SO-202606-0187 / 华南商业空间项目",
                          "owner": "赵磊",
                          "value": 58.2,
                          "action": "项目主管参与对账",
                          "notice": "",
                          "related": "验收单 ACC-187 / 应收 AR-187",
                          "rootCause": "验收争议导致回款拖延"
                        }
                      ],
                      "rootCause": "验收争议未关闭"
                    },
                    {
                      "unit": "万元",
                      "label": "陈明",
                      "owner": "陈明",
                      "value": 42.3,
                      "action": "升级客户财务负责人",
                      "records": [
                        {
                          "loss": "账期损失 0.29万",
                          "unit": "万元",
                          "label": "SO-202606-0203 / 连锁门店A",
                          "owner": "陈明",
                          "value": 42.3,
                          "action": "升级客户财务负责人",
                          "notice": "",
                          "related": "合同 CT-203 / 发票 INV-203",
                          "rootCause": "客户审批停滞"
                        }
                      ],
                      "rootCause": "客户审批未升级"
                    }
                  ],
                  "rootCause": "发票已开但收款计划未跟进"
                },
                {
                  "unit": "万元",
                  "label": "票货不一致",
                  "owner": "仓库",
                  "value": 36,
                  "action": "仓库核出库，财务红冲或补开",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "仓库周",
                      "owner": "仓库周",
                      "value": 23.8,
                      "action": "核对出库单",
                      "records": [
                        {
                          "loss": "潜在对账差异 23.8万",
                          "unit": "万元",
                          "label": "SO-202606-0174 / 品牌展柜C",
                          "owner": "仓库周",
                          "value": 23.8,
                          "action": "核对出库并补单",
                          "notice": "",
                          "related": "出库单 SH-174 / 发票 INV-174",
                          "rootCause": "发货少于开票"
                        }
                      ],
                      "rootCause": "漏出库确认"
                    },
                    {
                      "unit": "万元",
                      "label": "财务刘",
                      "owner": "财务刘",
                      "value": 12.2,
                      "action": "红冲重开",
                      "records": [
                        {
                          "loss": "潜在对账差异 12.2万",
                          "unit": "万元",
                          "label": "SO-202606-0133 / 门店道具项目",
                          "owner": "财务刘",
                          "value": 12.2,
                          "action": "红冲重开",
                          "notice": "",
                          "related": "发票 INV-133 / 出库 SH-133",
                          "rootCause": "发票数量大于出库"
                        }
                      ],
                      "rootCause": "发票数量录入错误"
                    }
                  ],
                  "rootCause": "发货数量与开票数量不一致"
                }
              ],
              "rootCause": "出库、发票、收款数据链路不同步",
              "chartTitle": "总量：点击断点类型"
            },
            "tags": [
              "销售订单",
              "发货",
              "开票",
              "回款",
              "ERP闭环"
            ],
            "notice": "断点金额超过阈值推老板预警，并生成部门待办。",
            "question": "总量点到断点类型，再点到责任岗位和订单，定位卡在发货、开票还是回款。"
          },
          {
            "kpis": [
              {
                "label": "应收余额",
                "value": "812万"
              },
              {
                "label": "逾期应收",
                "value": "264万"
              },
              {
                "label": "未开票",
                "value": "108万"
              },
              {
                "label": "异常客户",
                "value": "9家"
              }
            ],
            "name": "老板财务秒查",
            "root": {
              "unit": "万元",
              "label": "财务风险总览",
              "owner": "老板 / 财务",
              "value": 812,
              "action": "老板秒查到业务员与客户",
              "children": [
                {
                  "unit": "万元",
                  "label": "逾期应收",
                  "owner": "销售部",
                  "value": 264,
                  "action": "按业务员排名催收",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "陈明",
                      "owner": "陈明",
                      "value": 96,
                      "action": "升级客户财务",
                      "records": [
                        {
                          "loss": "账期损失 0.29万",
                          "unit": "万元",
                          "label": "客户：连锁门店A / SO-202606-0203",
                          "owner": "陈明",
                          "value": 42.3,
                          "action": "升级客户财务负责人",
                          "notice": "",
                          "related": "客户 C-A / 销售订单 SO-202606-0203",
                          "rootCause": "审批停滞"
                        }
                      ],
                      "rootCause": "连锁客户审批慢"
                    },
                    {
                      "unit": "万元",
                      "label": "黄洁",
                      "owner": "黄洁",
                      "value": 68,
                      "action": "重排付款计划",
                      "records": [
                        {
                          "loss": "账期损失 0.33万",
                          "unit": "万元",
                          "label": "客户：商业空间B / SO-202606-0198",
                          "owner": "黄洁 / 王倩",
                          "value": 41.5,
                          "action": "确认付款日",
                          "notice": "",
                          "related": "客户 C-B / 发票 INV-198",
                          "rootCause": "付款批次延期"
                        }
                      ],
                      "rootCause": "客户付款批次延期"
                    }
                  ],
                  "rootCause": "客户超过账期未付款"
                },
                {
                  "unit": "万元",
                  "label": "未开票",
                  "owner": "财务部",
                  "value": 108,
                  "action": "当天补齐开票链路",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "财务刘",
                      "owner": "财务刘",
                      "value": 62,
                      "action": "补开发票",
                      "records": [
                        {
                          "loss": "回款推迟风险 62万",
                          "unit": "万元",
                          "label": "SO-202606-0211 / 连锁门店A",
                          "owner": "财务刘",
                          "value": 62,
                          "action": "补开发票",
                          "notice": "",
                          "related": "出库 SH-211 / INVREQ-211",
                          "rootCause": "发票申请未处理"
                        }
                      ],
                      "rootCause": "发票申请未处理"
                    }
                  ],
                  "rootCause": "发票申请或资料缺失"
                },
                {
                  "unit": "家",
                  "label": "异常客户",
                  "owner": "业务负责人",
                  "value": 9,
                  "action": "调整信用政策",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "华南商业空间项目",
                      "owner": "赵磊",
                      "value": 58.2,
                      "action": "后续订单提高预付款比例",
                      "records": [
                        {
                          "loss": "信用风险 58.2万",
                          "unit": "万元",
                          "label": "客户：华南商业空间项目",
                          "owner": "赵磊",
                          "value": 58.2,
                          "action": "提高预付款比例并设验收节点",
                          "notice": "",
                          "related": "客户 C-HN / SO-202606-0187",
                          "rootCause": "验收争议频发"
                        }
                      ],
                      "rootCause": "验收争议频发"
                    }
                  ],
                  "rootCause": "历史回款慢或争议多"
                }
              ],
              "rootCause": "应收、未开票、客户信用异常叠加",
              "chartTitle": "总量：点击财务风险类目"
            },
            "tags": [
              "应收",
              "未开票",
              "业务员",
              "客户"
            ],
            "question": "张总点应收总额，继续看风险类目，再穿透到业务员、客户和订单。"
          },
          {
            "kpis": [
              {
                "label": "可节省",
                "value": "18.6万"
              },
              {
                "label": "异常报价",
                "value": "14条"
              },
              {
                "label": "单一供应",
                "value": "6项"
              },
              {
                "label": "交期风险",
                "value": "9单"
              }
            ],
            "name": "采购比价",
            "root": {
              "unit": "万元",
              "label": "采购风险总量",
              "owner": "采购部",
              "value": 18.6,
              "action": "采购比价审批前置",
              "children": [
                {
                  "unit": "万元",
                  "label": "报价偏高",
                  "owner": "采购部",
                  "value": 9.8,
                  "action": "重新议价或替换供应商",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "供应商：粤美五金",
                      "owner": "采购员李娜",
                      "value": 5.6,
                      "action": "要求二次报价",
                      "records": [
                        {
                          "loss": "可节省 5.6万",
                          "unit": "万元",
                          "label": "PO-202606-044 / 展柜五金件",
                          "owner": "采购员李娜",
                          "value": 5.6,
                          "action": "二次议价，目标降 5.6 万",
                          "notice": "",
                          "related": "供应商 SUP-018 / 采购订单 PO-044",
                          "rootCause": "报价高于历史均价"
                        }
                      ],
                      "rootCause": "五金件报价高于历史 12%"
                    },
                    {
                      "unit": "万元",
                      "label": "供应商：南方亚克力",
                      "owner": "采购员周敏",
                      "value": 4.2,
                      "action": "补三家比价",
                      "records": [
                        {
                          "loss": "可节省 4.2万",
                          "unit": "万元",
                          "label": "PO-202606-052 / 亚克力板材",
                          "owner": "采购员周敏",
                          "value": 4.2,
                          "action": "补三家比价后审批",
                          "notice": "",
                          "related": "供应商 SUP-027 / 物料 MAT-ACR",
                          "rootCause": "替代规格未比价"
                        }
                      ],
                      "rootCause": "材料规格替代未比价"
                    }
                  ],
                  "rootCause": "报价高于历史均价"
                },
                {
                  "unit": "万元",
                  "label": "单一供应商",
                  "owner": "采购主管",
                  "value": 4.1,
                  "action": "补备选供应商",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "灯箱电源",
                      "owner": "采购主管何强",
                      "value": 4.1,
                      "action": "新增两家供应商入库",
                      "records": [
                        {
                          "loss": "议价空间 4.1万",
                          "unit": "万元",
                          "label": "MAT-LED-POWER / PO-202606-061",
                          "owner": "何强",
                          "value": 4.1,
                          "action": "新增两家供应商并设价格上限",
                          "notice": "",
                          "related": "物料 MAT-LED-POWER / 供应商 SUP-041",
                          "rootCause": "单一供应商"
                        }
                      ],
                      "rootCause": "只有一家供应商可供"
                    }
                  ],
                  "rootCause": "关键物料只有一家报价"
                },
                {
                  "unit": "万元",
                  "label": "交期风险",
                  "owner": "采购员",
                  "value": 4.7,
                  "action": "替换供应商或拆单加急",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "采购员李娜",
                      "owner": "李娜",
                      "value": 4.7,
                      "action": "拆单加急并同步项目经理",
                      "records": [
                        {
                          "loss": "延期风险 4.7万",
                          "unit": "万元",
                          "label": "PO-202606-057 / 定制灯带",
                          "owner": "李娜",
                          "value": 4.7,
                          "action": "拆单加急",
                          "notice": "",
                          "related": "采购订单 PO-057 / 项目 SO-202606-0211",
                          "rootCause": "交期晚于项目节点"
                        }
                      ],
                      "rootCause": "供应商承诺交期晚 5 天"
                    }
                  ],
                  "rootCause": "采购交期晚于项目开工"
                }
              ],
              "rootCause": "报价偏高、单一供应、交期异常",
              "chartTitle": "总量：点击采购风险类目"
            },
            "tags": [
              "采购订单",
              "供应商",
              "物料",
              "比价"
            ],
            "question": "总采购风险点到物料类目，再穿透到供应商、采购员和订单。"
          },
          {
            "kpis": [
              {
                "label": "异常成本",
                "value": "11.2万"
              },
              {
                "label": "返工订单",
                "value": "8单"
              },
              {
                "label": "异常工序",
                "value": "5项"
              },
              {
                "label": "责任班组",
                "value": "4组"
              }
            ],
            "name": "工序计件成本",
            "root": {
              "unit": "万元",
              "label": "计件成本异常总量",
              "owner": "生产部",
              "value": 11.2,
              "action": "按工序和班组穿透复盘",
              "children": [
                {
                  "unit": "万元",
                  "label": "返工率高",
                  "owner": "生产班组",
                  "value": 6.1,
                  "action": "返工单独标记并追责",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "木作一组 / 李师傅",
                      "owner": "李师傅",
                      "value": 3.6,
                      "action": "复核首件并调整计件系数",
                      "records": [
                        {
                          "loss": "异常计件 3.6万",
                          "unit": "万元",
                          "label": "WO-202606-088 / SO-202606-0187",
                          "owner": "李师傅 / 班组长周工",
                          "value": 3.6,
                          "action": "首件复核，返工计件降权",
                          "notice": "",
                          "related": "生产工单 WO-088 / 质检 QI-088",
                          "rootCause": "尺寸返工重复计件"
                        }
                      ],
                      "rootCause": "尺寸返工"
                    },
                    {
                      "unit": "万元",
                      "label": "油漆二组 / 陈师傅",
                      "owner": "陈师傅",
                      "value": 2.5,
                      "action": "材料批次复检",
                      "records": [
                        {
                          "loss": "异常计件 2.5万",
                          "unit": "万元",
                          "label": "WO-202606-073 / 门店道具项目",
                          "owner": "陈师傅",
                          "value": 2.5,
                          "action": "材料批次复检",
                          "notice": "",
                          "related": "生产工单 WO-073 / 质检 QI-073",
                          "rootCause": "漆面返修"
                        }
                      ],
                      "rootCause": "漆面返修"
                    }
                  ],
                  "rootCause": "质量返工重复计件"
                },
                {
                  "unit": "万元",
                  "label": "材料批次问题",
                  "owner": "采购 / 仓库",
                  "value": 3.2,
                  "action": "关联供应商索赔",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "南方亚克力",
                      "owner": "采购员周敏",
                      "value": 3.2,
                      "action": "供应商索赔并冻结批次",
                      "records": [
                        {
                          "loss": "索赔 3.2万",
                          "unit": "万元",
                          "label": "BATCH-ACR-061 / WO-202606-081",
                          "owner": "周敏",
                          "value": 3.2,
                          "action": "供应商索赔",
                          "notice": "",
                          "related": "供应商 SUP-027 / 批次 BATCH-ACR-061",
                          "rootCause": "材料批次色差"
                        }
                      ],
                      "rootCause": "亚克力板材批次色差"
                    }
                  ],
                  "rootCause": "材料批次导致生产返修"
                },
                {
                  "unit": "万元",
                  "label": "加急插单",
                  "owner": "项目部",
                  "value": 1.9,
                  "action": "加急成本回灌到订单毛利",
                  "children": [
                    {
                      "unit": "万元",
                      "label": "项目经理赵磊",
                      "owner": "赵磊",
                      "value": 1.9,
                      "action": "加急成本回灌订单",
                      "records": [
                        {
                          "loss": "毛利损失 1.9万",
                          "unit": "万元",
                          "label": "SO-202606-0187 / 插单 WO-202606-092",
                          "owner": "赵磊",
                          "value": 1.9,
                          "action": "追加变更报价或内部复盘",
                          "notice": "",
                          "related": "销售订单 SO-187 / 工单 WO-092",
                          "rootCause": "客户变更未重算成本"
                        }
                      ],
                      "rootCause": "客户变更导致插单"
                    }
                  ],
                  "rootCause": "项目插单导致工序加班"
                }
              ],
              "rootCause": "返工、材料批次、加急插单导致计件偏离",
              "chartTitle": "总量：点击成本异常类目"
            },
            "tags": [
              "工序",
              "计件",
              "返工",
              "成本"
            ],
            "question": "总成本点到异常类目，再看班组、工序、订单和责任人。"
          }
        ]
      }
    },
    {
      "id": 3,
      "block_type": "context",
      "title": "V2 验收口径",
      "subtitle": "只保留 ERP 能拿出数据和证据的模块。",
      "props": {
        "after": [],
        "cards": [
          {
            "items": [
              "总量柱子 -> 风险类目",
              "类目柱子 -> 责任人/供应商/班组",
              "明细行 -> 单据、根因、动作"
            ],
            "title": "点击路径"
          },
          {
            "items": [
              "先看钱和风险",
              "再看责任到人",
              "最后看今天该做什么"
            ],
            "title": "老板视角"
          }
        ],
        "before": []
      }
    }
  ],
  "evidence": [
    {
      "slug": "youpa-erp-risk-drilldown-v2",
      "evidence_id": 1,
      "block_id": null,
      "evidence_key": null,
      "claim": "",
      "status": "draft",
      "source_type": null,
      "source_ref": null,
      "payload": {},
      "created_at": null,
      "updated_at": "2026-06-11 08:08:16.916058+08:00"
    },
    {
      "slug": "youpa-erp-risk-drilldown-v2",
      "evidence_id": 2,
      "block_id": null,
      "evidence_key": null,
      "claim": "",
      "status": "draft",
      "source_type": null,
      "source_ref": null,
      "payload": {},
      "created_at": null,
      "updated_at": "2026-06-11 08:08:16.916058+08:00"
    }
  ]
}