v6ole
ab20bc5a1f
# Conflicts: # backend/app/api/key_visits.py # backend/app/api/mini_business.py # backend/app/api/visits.py # backend/app/api/work_plans.py # backend/app/main.py # backend/app/models/__init__.py # backend/app/schemas/key_visit.py # backend/app/schemas/mini_business.py # backend/app/schemas/work_plan.py # backend/app/services/light_board.py # frontend/src/components/DesktopLayout.vue # frontend/src/stores/theme.ts # frontend/src/views/desktop/ManagerWorkspace.vue # frontend/src/views/desktop/WorkPlans.vue # frontend/src/views/mobile/KeyVisitForm.vue # frontend/src/views/mobile/LeaveForm.vue # frontend/src/views/mobile/PlansList.vue # frontend/src/views/mobile/VisitForm.vue # frontend/src/views/mobile/WorkPlanForm.vue
391 lines
16 KiB
Python
391 lines
16 KiB
Python
import uuid
|
||
from datetime import date, datetime
|
||
from typing import Optional
|
||
from fastapi import APIRouter, Depends, HTTPException, Query
|
||
from sqlalchemy.ext.asyncio import AsyncSession
|
||
from sqlalchemy import select, func, or_
|
||
from app.database import get_db
|
||
from app.middleware.auth import get_current_user, require_any_role
|
||
from app.models.visit import Visit
|
||
from app.models.customer import Customer
|
||
from app.models.user import User
|
||
from app.schemas.visit import VisitCreate, VisitUpdate, VisitOut, VisitListOut
|
||
from app.utils.timezone import today_cst, parse_date
|
||
from app.services.minio_client import delete_objects
|
||
from app.api.upload import is_owned_upload_key
|
||
from app.utils.edit_log import compute_diff, append_entry, init_entry
|
||
from app.utils.audit import log_audit
|
||
|
||
router = APIRouter(prefix="/visits", tags=["Visits"])
|
||
|
||
|
||
def _validate_photo_keys(photo_keys: list[str], user_id: str, existing_keys: list[str] | None = None) -> None:
|
||
if len(photo_keys) > 9:
|
||
raise HTTPException(status_code=400, detail="A visit may contain at most 9 photos")
|
||
existing = set(existing_keys or [])
|
||
for key in photo_keys:
|
||
if key not in existing and not is_owned_upload_key(key, user_id):
|
||
raise HTTPException(status_code=400, detail="Invalid or unauthorized photo reference")
|
||
|
||
|
||
async def _enrich_visit(visit: Visit, db: AsyncSession) -> dict:
|
||
"""Enrich a visit record with customer/manager names."""
|
||
customer_name = None
|
||
manager_name = None
|
||
if visit.customer_id:
|
||
cust_result = await db.execute(select(Customer.name).where(Customer.id == visit.customer_id))
|
||
customer_name = cust_result.scalar_one_or_none()
|
||
if visit.manager_id:
|
||
mgr_result = await db.execute(select(User.name).where(User.id == visit.manager_id))
|
||
manager_name = mgr_result.scalar_one_or_none()
|
||
|
||
# Resolve companion UUIDs to names
|
||
companion_names_resolved = list(visit.companion_names or [])
|
||
if visit.companions:
|
||
comp_result = await db.execute(select(User.name).where(User.id.in_(visit.companions)))
|
||
companion_names_resolved = [n for n, in comp_result.all()] + companion_names_resolved
|
||
|
||
return {
|
||
"id": str(visit.id),
|
||
"customer_id": str(visit.customer_id),
|
||
"customer_name": customer_name,
|
||
"visit_date": visit.visit_date,
|
||
"visit_method": visit.visit_method,
|
||
"time_range": visit.time_range,
|
||
"visitor_name": visit.visitor_name or "",
|
||
"visitor_phone": visit.visitor_phone or "",
|
||
"communication_content": visit.communication_content,
|
||
"customer_demand": visit.customer_demand,
|
||
"companions": visit.companions,
|
||
"companion_names": visit.companion_names or [],
|
||
"companion_names_resolved": companion_names_resolved,
|
||
"photos": visit.photos,
|
||
"manager_id": str(visit.manager_id),
|
||
"manager_name": manager_name,
|
||
"visit_group_id": str(visit.visit_group_id) if visit.visit_group_id else None,
|
||
"edit_log": visit.edit_log or [],
|
||
"created_at": str(visit.created_at),
|
||
"updated_at": str(visit.updated_at),
|
||
}
|
||
|
||
|
||
@router.get("/")
|
||
async def list_visits(
|
||
date_from: Optional[str] = Query(None),
|
||
date_to: Optional[str] = Query(None),
|
||
customer_id: Optional[str] = Query(None),
|
||
customer_type: Optional[str] = Query(None),
|
||
search: Optional[str] = Query(None),
|
||
current_user: dict = Depends(get_current_user),
|
||
db: AsyncSession = Depends(get_db),
|
||
):
|
||
"""List visits. Managers see only their own, directors/leaders see all."""
|
||
query = select(Visit)
|
||
|
||
if current_user["role"] == "manager":
|
||
query = query.where(Visit.manager_id == uuid.UUID(current_user["user_id"]))
|
||
|
||
if date_from:
|
||
query = query.where(Visit.visit_date >= parse_date(date_from))
|
||
if date_to:
|
||
query = query.where(Visit.visit_date <= parse_date(date_to))
|
||
if customer_id:
|
||
query = query.where(Visit.customer_id == uuid.UUID(customer_id))
|
||
if customer_type:
|
||
query = query.join(Customer, Visit.customer_id == Customer.id).where(Customer.customer_type == customer_type)
|
||
if search:
|
||
query = query.outerjoin(Customer, Visit.customer_id == Customer.id).where(
|
||
or_(Visit.communication_content.ilike(f"%{search}%"), Visit.customer_demand.ilike(f"%{search}%"), Visit.visitor_name.ilike(f"%{search}%"), Customer.name.ilike(f"%{search}%"))
|
||
)
|
||
|
||
query = query.order_by(Visit.visit_date.desc(), Visit.created_at.desc()).limit(200)
|
||
result = await db.execute(query)
|
||
visits = result.scalars().all()
|
||
|
||
# Enrich
|
||
enriched = []
|
||
for v in visits:
|
||
enriched.append(await _enrich_visit(v, db))
|
||
return enriched
|
||
|
||
|
||
@router.get("/today")
|
||
async def list_today_visits(
|
||
current_user: dict = Depends(get_current_user),
|
||
db: AsyncSession = Depends(get_db),
|
||
):
|
||
"""Get today's visits for the current user's mobile home screen."""
|
||
query = select(Visit).where(Visit.visit_date == today_cst())
|
||
|
||
if current_user["role"] == "manager":
|
||
query = query.where(Visit.manager_id == uuid.UUID(current_user["user_id"]))
|
||
|
||
query = query.order_by(Visit.created_at.desc())
|
||
result = await db.execute(query)
|
||
visits = result.scalars().all()
|
||
|
||
enriched = []
|
||
for v in visits:
|
||
enriched.append(await _enrich_visit(v, db))
|
||
|
||
count = len(enriched)
|
||
return {"count": count, "visits": enriched}
|
||
|
||
|
||
@router.get("/{visit_id}")
|
||
async def get_visit(
|
||
visit_id: str,
|
||
current_user: dict = Depends(get_current_user),
|
||
db: AsyncSession = Depends(get_db),
|
||
):
|
||
result = await db.execute(select(Visit).where(Visit.id == visit_id))
|
||
visit = result.scalar_one_or_none()
|
||
if not visit:
|
||
raise HTTPException(status_code=404, detail="Visit not found")
|
||
|
||
# Permission check
|
||
if current_user["role"] == "manager" and str(visit.manager_id) != current_user["user_id"]:
|
||
raise HTTPException(status_code=403, detail="Access denied")
|
||
|
||
return await _enrich_visit(visit, db)
|
||
|
||
|
||
@router.post("/")
|
||
async def create_visit(
|
||
data: VisitCreate,
|
||
current_user: dict = Depends(require_any_role),
|
||
db: AsyncSession = Depends(get_db),
|
||
):
|
||
"""Create a visit record. If companions are selected, creates full copies for them."""
|
||
_validate_photo_keys(data.photos, current_user["user_id"])
|
||
group_id = uuid.uuid4()
|
||
visit = Visit(
|
||
customer_id=data.customer_id,
|
||
visit_date=parse_date(data.visit_date),
|
||
visit_method=data.visit_method,
|
||
time_range=data.time_range,
|
||
communication_content=data.communication_content,
|
||
customer_demand=data.customer_demand,
|
||
companions=data.companions,
|
||
companion_names=data.companion_names,
|
||
photos=data.photos,
|
||
manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
|
||
visit_group_id=group_id,
|
||
)
|
||
init_entry(visit, current_user["name"])
|
||
db.add(visit)
|
||
|
||
# Update customer's last visit tracking
|
||
cust_result = await db.execute(select(Customer).where(Customer.id == data.customer_id))
|
||
customer = cust_result.scalar_one_or_none()
|
||
if customer:
|
||
customer.last_visit_date = parse_date(data.visit_date)
|
||
customer.last_visit_manager_id = uuid.UUID(current_user["user_id"])
|
||
db.add(customer)
|
||
|
||
# Auto-complete matching work plans for this customer
|
||
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",
|
||
)
|
||
|
||
# Auto-create follow-up logs for active mini business opportunities
|
||
from app.models.mini_business import MiniBusiness
|
||
from app.models.mini_business_log import MiniBusinessLog
|
||
method_map = {"上门": "上门", "电话": "电话", "微信": "微信", "出差": "其他"}
|
||
active_biz = await db.execute(
|
||
select(MiniBusiness).where(
|
||
MiniBusiness.customer_id == data.customer_id,
|
||
MiniBusiness.status == "跟进中",
|
||
)
|
||
)
|
||
# Create full copies for companions (not blank drafts)
|
||
creator_name = current_user["name"]
|
||
for companion_id in data.companions:
|
||
if companion_id != uuid.UUID(current_user["user_id"]):
|
||
# Build companion's companions list: the creator + other companions excluding self
|
||
comp_companions = [uuid.UUID(current_user["user_id"])]
|
||
for cid in data.companions:
|
||
if cid != companion_id and cid not in comp_companions:
|
||
comp_companions.append(cid)
|
||
draft = Visit(
|
||
customer_id=data.customer_id,
|
||
visit_date=parse_date(data.visit_date),
|
||
visit_method=data.visit_method,
|
||
time_range=data.time_range,
|
||
visitor_name=data.visitor_name,
|
||
visitor_phone=data.visitor_phone,
|
||
communication_content=(data.communication_content or "") + f"（协同{creator_name}）",
|
||
customer_demand=data.customer_demand,
|
||
companions=comp_companions,
|
||
companion_names=[],
|
||
photos=data.photos,
|
||
manager_id=companion_id,
|
||
visit_group_id=group_id,
|
||
)
|
||
init_entry(draft, current_user["name"])
|
||
db.add(draft)
|
||
|
||
# Auto-create follow-up logs for active mini business opportunities
|
||
for biz in active_biz.scalars().all():
|
||
parts = []
|
||
if data.communication_content and data.communication_content.strip():
|
||
parts.append(f"沟通内容：{data.communication_content.strip()}")
|
||
if data.customer_demand and data.customer_demand.strip():
|
||
parts.append(f"客户需求：{data.customer_demand.strip()}")
|
||
log_content = "\n".join(parts) if parts else "拜访跟进"
|
||
follow_method = method_map.get(data.visit_method, "其他")
|
||
log = MiniBusinessLog(
|
||
business_id=biz.id,
|
||
log_date=parse_date(data.visit_date),
|
||
method=follow_method,
|
||
content=log_content,
|
||
created_by=uuid.UUID(current_user["user_id"]),
|
||
)
|
||
db.add(log)
|
||
|
||
# Audit log (before commit — part of same transaction)
|
||
cust = await db.execute(select(Customer.name).where(Customer.id == visit.customer_id))
|
||
await log_audit(db, "visit", visit.id, f"{cust.scalar_one_or_none() or ''} ({data.visit_date})", "create", current_user["user_id"], current_user["name"])
|
||
await db.commit()
|
||
await db.refresh(visit)
|
||
return await _enrich_visit(visit, db)
|
||
|
||
|
||
@router.put("/{visit_id}")
|
||
async def update_visit(
|
||
visit_id: str,
|
||
data: VisitUpdate,
|
||
current_user: dict = Depends(require_any_role),
|
||
db: AsyncSession = Depends(get_db),
|
||
):
|
||
result = await db.execute(select(Visit).where(Visit.id == visit_id))
|
||
visit = result.scalar_one_or_none()
|
||
if not visit:
|
||
raise HTTPException(status_code=404, detail="Visit not found")
|
||
|
||
if current_user["role"] == "manager" and str(visit.manager_id) != current_user["user_id"]:
|
||
raise HTTPException(status_code=403, detail="Access denied")
|
||
|
||
if data.photos is not None:
|
||
_validate_photo_keys(data.photos, current_user["user_id"], visit.photos or [])
|
||
|
||
# Snapshot old values for diff
|
||
old_snapshot = {
|
||
"customer_id": str(visit.customer_id), "visit_date": str(visit.visit_date),
|
||
"visit_method": visit.visit_method, "time_range": visit.time_range,
|
||
"visitor_name": visit.visitor_name or "", "visitor_phone": visit.visitor_phone or "",
|
||
"communication_content": visit.communication_content, "customer_demand": visit.customer_demand,
|
||
"manager_id": str(visit.manager_id) if visit.manager_id else "",
|
||
}
|
||
|
||
update_data = data.model_dump(exclude_unset=True)
|
||
if current_user["role"] not in ("director", "leader"):
|
||
update_data.pop("manager_id", None)
|
||
if "visit_date" in update_data and update_data["visit_date"]:
|
||
update_data["visit_date"] = parse_date(update_data["visit_date"])
|
||
if "manager_id" in update_data and update_data["manager_id"]:
|
||
update_data["manager_id"] = uuid.UUID(update_data["manager_id"])
|
||
|
||
for key, value in update_data.items():
|
||
setattr(visit, key, value)
|
||
|
||
# Compute diff and append to edit_log
|
||
new_snapshot = {
|
||
"customer_id": str(visit.customer_id), "visit_date": str(visit.visit_date),
|
||
"visit_method": visit.visit_method, "time_range": visit.time_range,
|
||
"visitor_name": visit.visitor_name or "", "visitor_phone": visit.visitor_phone or "",
|
||
"communication_content": visit.communication_content, "customer_demand": visit.customer_demand,
|
||
"manager_id": str(visit.manager_id) if visit.manager_id else "",
|
||
}
|
||
changes = compute_diff(old_snapshot, new_snapshot)
|
||
if changes:
|
||
append_entry(visit, current_user["name"], changes, getattr(data, "edit_reason", None))
|
||
|
||
# Auto-complete matching work plans when visit date or customer changes
|
||
from app.models.work_plan import WorkPlan
|
||
plans_result = await db.execute(
|
||
select(WorkPlan).where(
|
||
WorkPlan.customer_id == visit.customer_id,
|
||
WorkPlan.status == "计划中",
|
||
WorkPlan.plan_date <= visit.visit_date,
|
||
)
|
||
)
|
||
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": "拜访更新自动完成"}])
|
||
|
||
# Audit log (before commit — part of same transaction)
|
||
cust = await db.execute(select(Customer.name).where(Customer.id == visit.customer_id))
|
||
await log_audit(db, "visit", visit.id, f"{cust.scalar_one_or_none() or ''} ({visit.visit_date})", "update", current_user["user_id"], current_user["name"], ", ".join(changes.keys()) if changes else "")
|
||
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)
|
||
|
||
|
||
@router.delete("/{visit_id}")
|
||
async def delete_visit(
|
||
visit_id: str,
|
||
current_user: dict = Depends(require_any_role),
|
||
db: AsyncSession = Depends(get_db),
|
||
):
|
||
result = await db.execute(select(Visit).where(Visit.id == visit_id))
|
||
visit = result.scalar_one_or_none()
|
||
if not visit:
|
||
raise HTTPException(status_code=404, detail="Visit not found")
|
||
|
||
if current_user["role"] == "manager" and str(visit.manager_id) != current_user["user_id"]:
|
||
raise HTTPException(status_code=403, detail="Access denied")
|
||
|
||
customer_id = visit.customer_id
|
||
manager_id = visit.manager_id
|
||
|
||
# Clean up photos in MinIO
|
||
if visit.photos:
|
||
delete_objects(visit.photos)
|
||
|
||
# Snapshot entity name before deletion
|
||
cust_name_result = await db.execute(select(Customer.name).where(Customer.id == customer_id))
|
||
entity_name = f"{cust_name_result.scalar_one_or_none() or ''} ({visit.visit_date})"
|
||
|
||
await db.delete(visit)
|
||
|
||
# Recalculate customer's last_visit_date from remaining visits
|
||
latest = await db.execute(
|
||
select(func.max(Visit.visit_date)).where(
|
||
Visit.customer_id == customer_id,
|
||
)
|
||
)
|
||
new_latest = latest.scalar()
|
||
cust = await db.get(Customer, customer_id)
|
||
if cust:
|
||
if new_latest:
|
||
cust.last_visit_date = new_latest
|
||
latest_visit = await db.execute(
|
||
select(Visit).where(
|
||
Visit.customer_id == customer_id,
|
||
Visit.visit_date == new_latest,
|
||
).order_by(Visit.created_at.desc()).limit(1)
|
||
)
|
||
lv = latest_visit.scalar_one_or_none()
|
||
if lv:
|
||
cust.last_visit_manager_id = lv.manager_id
|
||
else:
|
||
cust.last_visit_date = None
|
||
cust.last_visit_manager_id = None
|
||
|
||
# Audit log (before final commit — part of same transaction)
|
||
await log_audit(db, "visit", uuid.UUID(visit_id), entity_name, "delete", current_user["user_id"], current_user["name"])
|
||
await db.commit()
|
||
return {"detail": "deleted"}
|