feat: 历史周报+图片预览+照片管理+导入优化+用户合并
新增: - 历史周报: Dashboard/周报详情支持周选择器翻看往周,归档只读 - 图片预览: 全屏大图(移动端+PC端),点击遮罩关闭 - PC端照片管理: 编辑时可上传/删除照片 - 客户导入改为更新模式: 重名自动更新信息,显示操作明细 - 导入跳过原因: 旧周报导入也显示每条跳过原因 优化: - 填报进度权限: 经理只看到自己,支局长/领导看全员 - 客户经理暖灰色hash标签列 - 用户去重合并(4组),数据完整迁移 - CLAUDE.md 更新到最新状态 Co-Authored-By: Claude <noreply@anthropic.com>
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@@ -194,11 +194,11 @@ async def import_customers(
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raise HTTPException(status_code=400, detail=f"Excel 解析失败: {str(e)}")
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ws = wb.active
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created, skipped = 0, 0
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errors = []
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created, updated, skipped = 0, 0, 0
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reasons = []
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# Build user name → id lookup
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user_rows = await db.execute(select(User.name, User.id).where(User.role == "manager"))
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# Build user name → id lookup (all users, not just managers)
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user_rows = await db.execute(select(User.name, User.id))
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user_map = {name: uid for name, uid in user_rows.all()}
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default_user_id = uuid_mod.UUID(current_user["user_id"])
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@@ -220,37 +220,45 @@ async def import_customers(
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contact_phone = str(row[9]).strip() if len(row) > 9 and row[9] else ""
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contact_role = str(row[10]).strip() if len(row) > 10 and row[10] else ""
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existing = await db.execute(select(Customer).where(Customer.name == name))
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if existing.scalar_one_or_none():
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skipped += 1
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continue
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# Resolve manager: by name from template, or fallback to current user
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assignee_id = user_map.get(mgr_name, default_user_id)
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existing_result = await db.execute(select(Customer).where(Customer.name == name))
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existing = existing_result.scalar_one_or_none()
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try:
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customer = Customer(
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name=name, industry=industry, address=address,
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in_use_services=services, monthly_fee=fee,
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remarks=remarks,
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created_by=default_user_id,
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)
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db.add(customer)
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await db.flush()
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if contact_name:
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db.add(CustomerContact(customer_id=customer.id, name=contact_name, phone=contact_phone, role_desc=contact_role))
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db.add(CustomerAssignment(
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customer_id=customer.id, manager_id=assignee_id,
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role="primary", assigned_by=default_user_id,
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))
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created += 1
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if existing:
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# Update existing customer
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existing.industry = industry or existing.industry
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existing.address = address or existing.address
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existing.in_use_services = services or existing.in_use_services
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existing.monthly_fee = fee or existing.monthly_fee
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existing.remarks = remarks or existing.remarks
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# Update or create primary assignment if manager changed
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if mgr_name:
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assign_rows = await db.execute(
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select(CustomerAssignment).where(CustomerAssignment.customer_id == existing.id, CustomerAssignment.role == "primary")
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)
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first_assign = assign_rows.first()
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if first_assign:
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first_assign[0].manager_id = assignee_id
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else:
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db.add(CustomerAssignment(customer_id=existing.id, manager_id=assignee_id, role="primary", assigned_by=default_user_id))
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updated += 1
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reasons.append(f"更新「{name}」的信息")
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else:
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customer = Customer(name=name, industry=industry, address=address, in_use_services=services, monthly_fee=fee, remarks=remarks, created_by=default_user_id)
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db.add(customer)
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await db.flush()
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if contact_name:
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db.add(CustomerContact(customer_id=customer.id, name=contact_name, phone=contact_phone, role_desc=contact_role))
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db.add(CustomerAssignment(customer_id=customer.id, manager_id=assignee_id, role="primary", assigned_by=default_user_id))
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created += 1
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reasons.append(f"新建「{name}」")
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except Exception as e:
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errors.append(f"第{row_idx}行: {str(e)}")
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errors.append(f"第{row_idx}行({name}): {str(e)}")
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await db.commit()
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return {"created": created, "skipped": skipped, "errors": errors}
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return {"created": created, "updated": updated, "skipped": skipped, "reasons": reasons, "errors": errors}
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@router.get("/check-duplicate/{name}")
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@@ -1,4 +1,5 @@
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import uuid
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from datetime import date
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from typing import Optional
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy.ext.asyncio import AsyncSession
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@@ -11,35 +12,42 @@ router = APIRouter(prefix="/dashboard", tags=["Dashboard"])
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@router.get("/stats")
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async def dashboard_stats(
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reference_date: Optional[str] = Query(None),
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current_user: dict = Depends(get_current_user),
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db: AsyncSession = Depends(get_db),
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):
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"""Get dashboard card statistics for the current week."""
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stats = await get_dashboard_stats(db)
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"""Get dashboard card statistics. Pass reference_date (YYYY-MM-DD) for historical weeks."""
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ref = date.fromisoformat(reference_date) if reference_date else None
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stats = await get_dashboard_stats(db, ref)
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return stats
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@router.get("/progress")
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async def reporting_progress(
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reference_date: Optional[str] = Query(None),
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current_user: dict = Depends(get_current_user),
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db: AsyncSession = Depends(get_db),
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):
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"""Get per-manager reporting progress."""
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return await get_reporting_progress(db)
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"""Get per-manager reporting progress. Managers only see themselves."""
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ref = date.fromisoformat(reference_date) if reference_date else None
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return await get_reporting_progress(db, ref, current_user["user_id"], current_user["role"])
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@router.get("/weekly-report")
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async def weekly_report(
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manager_id: Optional[str] = Query(None),
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customer_id: Optional[str] = Query(None),
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reference_date: Optional[str] = Query(None),
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current_user: dict = Depends(get_current_user),
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db: AsyncSession = Depends(get_db),
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):
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"""Get full weekly report data (four modules)."""
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"""Get full weekly report data. Pass reference_date for historical weeks."""
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ref = date.fromisoformat(reference_date) if reference_date else None
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return await get_weekly_report(
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db=db,
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user_id=uuid.UUID(current_user["user_id"]),
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role=current_user["role"],
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filter_manager_id=uuid.UUID(manager_id) if manager_id else None,
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filter_customer_id=uuid.UUID(customer_id) if customer_id else None,
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reference_date=ref,
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)
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@@ -1,4 +1,6 @@
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from fastapi import APIRouter, Depends
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from typing import Optional
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from datetime import date
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from fastapi import APIRouter, Depends, Query
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from fastapi.responses import StreamingResponse
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.database import get_db
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@@ -10,11 +12,13 @@ router = APIRouter(prefix="/export", tags=["Export"])
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@router.get("/weekly-report")
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async def download_weekly_report(
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reference_date: Optional[str] = Query(None),
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current_user: dict = Depends(require_director_or_leader),
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db: AsyncSession = Depends(get_db),
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):
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"""Export this week's report as a 4-sheet .xlsx file."""
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excel_bytes = await export_weekly_report(db)
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"""Export week report as 4-sheet .xlsx. Pass reference_date for historical weeks."""
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ref = date.fromisoformat(reference_date) if reference_date else None
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excel_bytes = await export_weekly_report(db, ref)
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return StreamingResponse(
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excel_bytes,
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media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
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