v6ole
efc200b6de
- 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>
201 lines
7.3 KiB
Python
201 lines
7.3 KiB
Python
from datetime import date, datetime
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from sqlalchemy import select, func, and_
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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.leave import Leave
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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.holidays import load_holiday_sets
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from app.services.wecom import wecom_client
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from app.utils.timezone import today_cst, is_working_day
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async def check_daily_reporting(db: AsyncSession) -> dict:
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"""Check today's reporting progress and send wecom reminders to managers who haven't reported."""
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today = today_cst()
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# Load holiday data (auto-refreshes from API if not cached)
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holidays, workdays = await load_holiday_sets(db)
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if not is_working_day(today, holidays, workdays):
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return {"status": "rest_day", "date": str(today)}
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# Get all users who need to report
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result = await db.execute(
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select(User).where(User.require_report == True)
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)
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managers = result.scalars().all()
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# ── Exclude managers on leave today ──
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leaves_today = await db.execute(
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select(Leave.manager_id).where(and_(
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Leave.start_date <= today,
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Leave.end_date >= today,
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))
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)
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on_leave_ids = {str(uid) for uid, in leaves_today.all()}
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# Get managers who have reported today
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reported_visits = await db.execute(
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select(Visit.manager_id).where(Visit.visit_date == today)
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)
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reported_notes = await db.execute(
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select(DailyNote.manager_id).where(DailyNote.note_date == today)
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)
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reported_map = {str(uid): True for uid, in reported_visits.all()}
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for uid, in reported_notes.all():
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reported_map[str(uid)] = True
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not_reported = []
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reported_names = []
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on_leave_names = []
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for m in managers:
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if str(m.id) in on_leave_ids:
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on_leave_names.append(m.name)
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continue # skip — exempt from reporting
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if str(m.id) in reported_map:
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reported_names.append(m.name)
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else:
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not_reported.append(m)
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# 1. Send template card to not-reported managers (tap to open app)
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if not_reported:
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user_ids = [m.wecom_userid for m in not_reported if m.wecom_userid]
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if user_ids:
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desc = f"{today} | 已填报 {len(reported_names)}/{len(managers)} 人"
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success = await wecom_client.send_template_card(
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user_ids=user_ids,
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title="📋 今日填报提醒",
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desc=desc,
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url="https://qj.dhdx.fun/m",
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btn_text="去填报",
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)
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# Fallback to text
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if not success:
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names_text = "、".join(m.name for m in not_reported)
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await wecom_client.send_text_message(
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user_ids,
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f"📋 今日填报提醒\n\n{desc}\n未填报：{names_text}\n\n请尽快完成填报 🙏\nhttps://qj.dhdx.fun/m",
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)
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# 2. Send summary to director
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directors = await db.execute(
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select(User).where(User.role.in_(["director", "leader"]), User.wecom_userid.isnot(None))
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)
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for d in directors.scalars().all():
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if managers:
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effective_total = len(managers) - len(on_leave_names)
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if effective_total > 0:
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pct = len(reported_map) / effective_total * 100
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else:
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pct = 100.0
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leave_note = ""
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if on_leave_names:
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leave_note = f"\n> 请假中（已豁免）：{len(on_leave_names)}人\n"
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leave_note += "".join(f"- {n} (请假)\n" for n in on_leave_names)
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summary = (
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f"## 📊 今日填报汇总\n\n"
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f"> 日期：{today}\n"
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f"> 填报率：**{pct:.0f}%** ({len(reported_map)}/{effective_total})\n"
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)
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if leave_note:
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summary += leave_note + "\n"
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if not_reported:
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summary += "**未填报：**\n" + "".join(f"- {m.name}\n" for m in not_reported)
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else:
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summary += "✅ 全体已完成今日填报"
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await wecom_client.send_markdown_message(summary) # broadcast for director visibility
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return {
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"status": "ok",
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"date": str(today),
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"total_managers": len(managers),
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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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# ── Auto-cancel overdue plans that have no matching visit ──
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from app.utils.edit_log import append_entry as append_edit_log
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auto_cancelled = 0
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for plan in overdue:
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has_visit = await db.execute(
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select(Visit).where(
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Visit.customer_id == plan.customer_id,
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Visit.visit_date >= plan.plan_date,
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)
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)
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if not has_visit.scalar():
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plan.status = "已取消"
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append_edit_log(plan, "系统", [{
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"field": "status",
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"from": "计划中",
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"to": "已取消",
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"reason": "逾期自动取消",
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}])
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auto_cancelled += 1
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if auto_cancelled:
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await db.commit()
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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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"auto_cancelled": auto_cancelled,
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"managers_affected": len(by_manager),
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}
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