Files
qiji/backend/app/services/excel_import.py
T
v6ole aa3fbca710 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>
2026-06-24 08:30:12 +08:00

82 lines
3.4 KiB
Python

import uuid
from datetime import datetime, date
from typing import Any
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy import select
import openpyxl
from app.models.customer import Customer
from app.models.visit import Visit
from app.models.work_plan import WorkPlan
from app.models.mini_business import MiniBusiness
from app.models.key_visit import KeyVisit
from app.models.user import User
async def import_from_excel(db: AsyncSession, file_bytes: bytes, manager_id: uuid.UUID) -> dict:
"""Parse old weekly report Excel and import data. Returns summary stats."""
wb = openpyxl.load_workbook(io.BytesIO(file_bytes), data_only=True)
stats = {"visits": 0, "work_plans": 0, "mini_business": 0, "key_visits": 0, "skipped": 0, "skip_reasons": []}
# Resolve customer name -> id cache
customers_result = await db.execute(select(Customer.id, Customer.name))
customer_map = {c.name: c.id for c in customers_result.all()}
# ── Parse Sheet 1: 每日拜访记录 ──
if "每日拜访记录" in wb.sheetnames:
ws = wb["每日拜访记录"]
for row in ws.iter_rows(min_row=2, values_only=True):
if not row[0]:
continue
try:
cust_name, visit_date_str, visit_method, time_range, visitor_name, visitor_phone, content, demand, companions_str, mgr_str = \
row[0], str(row[1]) if row[1] else str(date.today()), \
str(row[2]) if row[2] else "上门", str(row[3]) if row[3] else "", \
str(row[4]) if row[4] else "", str(row[5]) if row[5] else "", \
str(row[6]) if row[6] else "", str(row[7]) if row[7] else "", \
str(row[8]) if row[8] else "", str(row[9]) if row[9] else ""
customer_id = customer_map.get(cust_name)
if not customer_id:
stats["skipped"] += 1
stats["skip_reasons"].append(f"客户「{cust_name}」不存在,跳过")
continue
try:
visit_date = datetime.strptime(visit_date_str[:10], "%Y-%m-%d").date()
except ValueError:
visit_date = date.today()
existing = await db.execute(
select(Visit).where(
Visit.visit_date == visit_date,
Visit.manager_id == manager_id,
Visit.customer_id == customer_id,
)
)
if existing.scalar_one_or_none():
stats["skipped"] += 1
stats["skip_reasons"].append(f"重复:{cust_name} {visit_date} 已存在")
continue
visit = Visit(
customer_id=customer_id,
visit_date=visit_date,
visit_method=visit_method if visit_method in ["上门", "电话", "微信", "出差"] else "上门",
time_range=time_range,
visitor_name=visitor_name,
visitor_phone=visitor_phone,
communication_content=content,
customer_demand=demand,
manager_id=manager_id,
)
db.add(visit)
stats["visits"] += 1
except Exception:
stats["skipped"] += 1
await db.commit()
return stats
import io