feat: 工作计划状态自动流转

- 抽取 auto_complete_work_plans() 可复用函数到 visits service
- POST/PUT 拜访均触发自动完成(更新场景解决补录问题)
- Excel 导入旧周报时也触发自动完成
- 逾期计划自动取消:plan_date < today 且无匹配拜访→已取消
- edit_log 记录区分三种来源:拜访自动完成/拜访更新自动完成/旧周报导入自动完成/逾期自动取消

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
2026-07-12 16:21:38 +08:00
parent c38a9e74ad
commit efc200b6de
4 changed files with 84 additions and 10 deletions
+13 -10
View File
@@ -161,17 +161,11 @@ async def create_visit(
db.add(customer)
# Auto-complete matching work plans for this customer
from app.models.work_plan import WorkPlan
plans_result = await db.execute(
select(WorkPlan).where(
WorkPlan.customer_id == data.customer_id,
WorkPlan.status == "计划中",
WorkPlan.plan_date <= parse_date(data.visit_date),
)
from app.services.visits import auto_complete_work_plans
await auto_complete_work_plans(
db, data.customer_id, parse_date(data.visit_date),
current_user["name"], "拜访自动完成",
)
for plan in plans_result.scalars().all():
plan.status = "已完成"
append_entry(plan, current_user["name"], [{"field": "status", "from": "计划中", "to": "已完成", "reason": "拜访自动完成"}])
# Create draft copies for companions
for companion_id in data.companions:
@@ -237,6 +231,15 @@ async def update_visit(
await db.commit()
await db.refresh(visit)
# Auto-complete matching work plans after visit update
from app.services.visits import auto_complete_work_plans
await auto_complete_work_plans(
db, visit.customer_id, visit.visit_date,
current_user["name"], "拜访更新自动完成",
)
await db.commit()
return await _enrich_visit(visit, db)