feat: 三项联动 — 计划过期提醒 + 拜访自动关闭 + 批量制定
1. 计划过期自动提醒: - scheduler.py 新增 check_overdue_plans() - 每日 9:00 检查过期计划(plan_date < today, status=计划中) - 按经理汇总 → 企微推送提醒消息 2. 拜访后自动关闭计划: - create_visit 后自动将匹配的计划标记为「已完成」 - 条件: customer_id 匹配 + status=计划中 + plan_date <= visit_date 3. 亮灯表批量制定: - 红灯/黄灯卡片右上角 ☐ 复选框 - 勾选后出现「批量制定计划」按钮 - 弹窗统一设置日期+内容 → 批量 POST Co-Authored-By: Claude <noreply@anthropic.com>
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@@ -4,6 +4,8 @@ from sqlalchemy.ext.asyncio import AsyncSession
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from app.models.visit import Visit
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from app.models.daily_note import DailyNote
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from app.models.user import User
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from app.models.work_plan import WorkPlan
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from app.models.customer import Customer
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from app.services.wecom import wecom_client
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from app.utils.timezone import today_cst
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@@ -85,3 +87,62 @@ async def check_daily_reporting(db: AsyncSession) -> dict:
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"reported": len(reported_map),
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"not_reported": len(not_reported),
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}
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async def check_overdue_plans(db: AsyncSession) -> dict:
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"""Check for overdue work plans and remind managers (runs at 9:00 AM)."""
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today = today_cst()
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if today.weekday() >= 5:
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return {"status": "weekend", "date": str(today)}
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result = await db.execute(
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select(WorkPlan).where(
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WorkPlan.status == "计划中",
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WorkPlan.plan_date < today,
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).order_by(WorkPlan.manager_id, WorkPlan.plan_date)
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)
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overdue = result.scalars().all()
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if not overdue:
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return {"status": "ok", "date": str(today), "overdue": 0}
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# Group by manager
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by_manager: dict[str, list] = {}
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for p in overdue:
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mid = str(p.manager_id)
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by_manager.setdefault(mid, []).append(p)
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users_result = await db.execute(
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select(User).where(User.id.in_([uid for uid in by_manager.keys()]))
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)
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user_map = {str(u.id): u for u in users_result.scalars().all()}
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for mid, plans in by_manager.items():
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user = user_map.get(mid)
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if not user or not user.wecom_userid:
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continue
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names = "、".join(f"{p.customer_id}" for p in plans[:5])
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# Get customer names
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cust_result = await db.execute(
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select(Customer.name).where(Customer.id.in_([p.customer_id for p in plans[:5]]))
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)
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cust_names = [r[0] for r in cust_result.all()]
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plan_lines = "".join(f"- {n} (计划 {p.plan_date})\n" for p, n in zip(plans[:5], cust_names))
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content = (
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f"📅 拜访计划过期提醒\n\n"
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f"以下 {len(plans)} 个拜访计划已过期,请尽快安排拜访:\n"
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f"{plan_lines}"
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)
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if len(plans) > 5:
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content += f"... 还有 {len(plans) - 5} 个过期计划\n"
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content += f"\n👉 查看详情:https://qj.dhdx.fun/light-board"
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await wecom_client.send_text_message([user.wecom_userid], content)
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return {
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"status": "ok",
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"date": str(today),
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"overdue": len(overdue),
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"managers_affected": len(by_manager),
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}
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