v6ole
3285e22142
=== 导入系统全面增强 === - 5 Sheet 完整导入：拜访/计划/商机/要客/纪要 - 同访人智能解析：中英文逗号/顿号/分号 → 系统用户UUID + 外部人员TEXT - 客户自动创建：Excel中不存在的客户自动入库 - 模糊名称匹配：去空格 + 包含关系纠错 - manager_id 修正：导入时用客户分配的经理（非Excel列/非导入人） - 模板更新：Sheet5「客户经理」→「填报人」，同访人示例含逗号分隔 === 客户合并功能 === - PUT 改名碰撞检测 → 409 + 合并预览 - GET merge-preview / POST merge 端点 - 事务级迁移：Visit/WorkPlan/MiniBusiness/KeyVisit/联系人/分配 - 去重逻辑：联系人(name+phone)、分配(manager+role) - last_visit_date 取最大值 === 拜访记录完善 === - visits 新增 companion_names TEXT[] 列 - 同访人支持自定义输入（外部人员），el-select allow-create - 移动端 VisitForm + PC端 ManagerWorkspace 统一 - 周报「客户经理」→「相关人员」（创建人+同访人） - 纪要「客户经理」→「填报人」 - 删除拜访后重新计算 customer.last_visit_date === 客户选择放开 === - 客户经理可看到全部客户（不再限自己分配的） - 拜访时客户下拉返回全量 === 前端性能优化 === - Element Plus 按需加载 (unplugin-vue-components + unplugin-element-plus) - 周报照片URL并行请求 (Promise.all) - onMounted 三路并行 (loadReport + dropdowns + AI) - nginx Cache-Control: immutable for /assets/ - Google Fonts preconnect hints - 图片上传前 Canvas 压缩 (max 1920px, quality 0.8) Co-Authored-By: Claude <noreply@anthropic.com>
96 lines
4.4 KiB
Python
96 lines
4.4 KiB
Python
import io
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import uuid
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from fastapi import APIRouter, Depends, File, UploadFile, HTTPException
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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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from app.middleware.auth import get_current_user, require_director
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from app.services.excel_import import import_from_excel
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router = APIRouter(prefix="/import", tags=["Import"])
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@router.get("/template")
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async def download_weekly_report_template():
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"""Download a 5-sheet weekly report import template."""
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from openpyxl import Workbook
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from openpyxl.styles import Font
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wb = Workbook()
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header_font = Font(bold=True)
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# Sheet 1: 每日拜访记录
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ws1 = wb.active
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ws1.title = "每日拜访记录"
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ws1.append(["客户单位", "拜访日期", "拜访方式", "时间范围", "拜访人姓名", "拜访人电话", "沟通内容", "客户需求", "同访人员", "客户经理"])
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for c in ws1[1]: c.font = header_font
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ws1.append(["XX科技有限公司", "2026-06-23", "上门", "9:00-10:00", "韦柳柏", "13800000000", "沟通了解云桌面需求", "希望扩容", "韦柳柏, 张科长", "韦矍森"])
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ws1.column_dimensions['A'].width = 20; ws1.column_dimensions['E'].width = 30; ws1.column_dimensions['F'].width = 20
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# Sheet 2: 下周工作计划
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ws2 = wb.create_sheet("下周工作计划")
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ws2.append(["客户单位", "工作计划", "计划拜访时间", "客户经理", "状态"])
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for c in ws2[1]: c.font = header_font
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ws2.append(["XX科技有限公司", "跟进云桌面扩容方案", "2026-06-30", "韦柳柏", "计划中"])
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ws2.column_dimensions['A'].width = 20; ws2.column_dimensions['B'].width = 35
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# Sheet 3: 小微业务商机
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ws3 = wb.create_sheet("小微业务商机")
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ws3.append(["客户单位", "产品类型", "金额", "跟进内容具体情况", "跟进状态", "客户经理", "预计列收时间"])
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for c in ws3[1]: c.font = header_font
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ws3.append(["XX科技有限公司", "云桌面", "5000元/月", "确认技术方案中", "跟进中", "韦柳柏", "2026Q3"])
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ws3.column_dimensions['A'].width = 20; ws3.column_dimensions['D'].width = 30
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# Sheet 4: 要客拜访计划
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ws4 = wb.create_sheet("要客拜访计划")
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ws4.append(["客户单位", "紧急重要度", "内容描述", "进展状态", "计划拜访时间", "计划拜访人", "拜访对象", "客户经理"])
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for c in ws4[1]: c.font = header_font
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ws4.append(["XX科技有限公司", "重要", "拜访技术负责人确认方案", "未开始", "2026-07-01", "韦柳柏", "王局长", "韦矍森"])
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ws4.column_dimensions['A'].width = 20; ws4.column_dimensions['C'].width = 30
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# Sheet 5: 今日纪要
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ws5 = wb.create_sheet("今日纪要")
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ws5.append(["日期", "分类", "内容", "时间范围", "填报人"])
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for c in ws5[1]: c.font = header_font
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ws5.append(["2026-06-23", "内部会议", "参加云桌面项目方案讨论会", "14:00-16:00", "韦矍森"])
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ws5.column_dimensions['A'].width = 15; ws5.column_dimensions['B'].width = 12; ws5.column_dimensions['C'].width = 40
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output = io.BytesIO()
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wb.save(output)
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output.seek(0)
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return StreamingResponse(
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output,
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media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
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headers={"Content-Disposition": "attachment; filename=weekly_report_template.xlsx"},
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)
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@router.post("/weekly-report")
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async def import_weekly_report(
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file: UploadFile = File(...),
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current_user: dict = Depends(require_director),
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db: AsyncSession = Depends(get_db),
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):
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"""Upload old weekly report Excel and import data. Only director can do this."""
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if not file.filename or not file.filename.endswith(('.xlsx', '.xls')):
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raise HTTPException(status_code=400, detail="Only .xlsx and .xls files are supported")
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content = await file.read()
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try:
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import openpyxl
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wb = openpyxl.load_workbook(io.BytesIO(content), data_only=True)
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preview = {}
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for sheet_name in wb.sheetnames:
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ws = wb[sheet_name]
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headers = [str(cell.value) for cell in ws[1]]
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row_count = ws.max_row - 1
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preview[sheet_name] = {"headers": headers, "row_count": row_count}
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except Exception as e:
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raise HTTPException(status_code=400, detail=f"Failed to parse Excel: {str(e)}")
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stats = await import_from_excel(db, content, uuid.UUID(current_user["user_id"]))
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stats["preview"] = preview
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return stats
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