qiji/backend/app/services/dashboard.py

from datetime import date, timedelta
from uuid import UUID
from sqlalchemy import select, func
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy.orm import aliased
from app.models.customer import Customer
from app.models.user import User
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.daily_note import DailyNote
from app.utils.timezone import today_cst


def get_week_range(reference_date: date | None = None):
    today = reference_date or date.today()
    monday = today - timedelta(days=today.weekday())
    sunday = monday + timedelta(days=6)
    return monday, sunday


async def get_dashboard_stats(db: AsyncSession, reference_date: date | None = None) -> dict:
    """Get dashboard statistics for a given week (defaults to current)."""
    monday, sunday = get_week_range(reference_date)
    today = date.today()

    visits_count = (await db.execute(
        select(func.count(Visit.id)).where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
    )).scalar() or 0

    plans_count = (await db.execute(
        select(func.count(WorkPlan.id))
    )).scalar() or 0

    mini_biz_count = (await db.execute(
        select(func.count(MiniBusiness.id))
    )).scalar() or 0

    key_visit_count = (await db.execute(
        select(func.count(KeyVisit.id))
    )).scalar() or 0

    return {
        "week_visits": visits_count,
        "work_plans": plans_count,
        "mini_business": mini_biz_count,
        "key_visits": key_visit_count,
        "week_start": str(monday),
        "week_end": str(sunday),
    }


async def get_reporting_progress(db: AsyncSession, reference_date: date | None = None, user_id: str = "", role: str = "") -> list[dict]:
    """Get per-manager reporting progress. Managers only see themselves."""
    monday, sunday = get_week_range(reference_date)

    managers_result = await db.execute(select(User).where(User.role == "manager"))
    all_managers = managers_result.scalars().all()
    # Filter: managers only see themselves
    managers = all_managers if role in ("director", "leader") else [m for m in all_managers if str(m.id) == user_id]

    # Get visit counts per manager this week
    visits_result = await db.execute(
        select(Visit.manager_id, func.count(Visit.id))
        .where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
        .group_by(Visit.manager_id)
    )
    visit_map = {str(uid): cnt for uid, cnt in visits_result.all()}

    progress = []
    for m in managers:
        count = visit_map.get(str(m.id), 0)
        # Calculate expected working days (Mon-Fri)
        days_passed = min((date.today() - monday).days + 1, 5)
        expected = days_passed  # At least 1 visit per working day
        progress.append({
            "manager_id": str(m.id),
            "manager_name": m.name,
            "department": m.department,
            "visit_count": count,
            "expected": expected,
            "completed": count >= expected,
            "has_reported_today": False,  # Will be set below
        })

    # Check today's reporting — visits OR daily notes
    today = today_cst()
    today_visits = await db.execute(
        select(Visit.manager_id).where(Visit.visit_date == today)
    )
    today_notes = await db.execute(
        select(DailyNote.manager_id).where(DailyNote.note_date == today)
    )
    reported_today = {str(uid) for uid, in today_visits.all()} | {str(uid) for uid, in today_notes.all()}
    for p in progress:
        p["has_reported_today"] = p["manager_id"] in reported_today

    return progress


async def get_weekly_report(
    db: AsyncSession, user_id: UUID, role: str,
    filter_manager_id: UUID | None = None,
    filter_customer_id: UUID | None = None,
    reference_date: date | None = None,
) -> dict:
    """Get full weekly report data organized by module."""
    monday, sunday = get_week_range(reference_date)

    # Base filters respecting role visibility
    customer_map = {}
    user_map = {}

    customers_result = await db.execute(select(Customer.id, Customer.name))
    customer_map = {c.id: c.name for c in customers_result.all()}
    users_result = await db.execute(select(User.id, User.name))
    user_map = {u.id: u.name for u in users_result.all()}

    def build_manager_filter(existing_filter=None):
        """If role is manager, only see own data. Otherwise optionally filter by manager_id."""
        if role == "manager":
            return str(user_id)
        return str(filter_manager_id) if filter_manager_id else None

    # ── Visits ──
    visit_query = select(Visit).where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
    if role == "manager":
        visit_query = visit_query.where(Visit.manager_id == user_id)
    elif filter_manager_id:
        visit_query = visit_query.where(Visit.manager_id == filter_manager_id)
    if filter_customer_id:
        visit_query = visit_query.where(Visit.customer_id == filter_customer_id)
    visit_query = visit_query.order_by(Visit.visit_date.desc())
    visits_result = await db.execute(visit_query)
    visits = visits_result.scalars().all()

    visits_data = []
    for v in visits:
        visits_data.append({
            "id": str(v.id),
            "customer_id": str(v.customer_id),
            "customer_name": customer_map.get(v.customer_id, ""),
            "visit_date": str(v.visit_date),
            "visit_method": v.visit_method,
            "time_range": v.time_range,
            "communication_content": v.communication_content,
            "customer_demand": v.customer_demand,
            "companions": [str(c) for c in (v.companions or [])],
            "photos": v.photos or [],
            "manager_id": str(v.manager_id),
            "manager_name": user_map.get(v.manager_id, ""),
            "created_at": str(v.created_at),
        })

    # ── Work Plans ──
    wp_query = select(WorkPlan)
    if role == "manager":
        wp_query = wp_query.where(WorkPlan.manager_id == user_id)
    elif filter_manager_id:
        wp_query = wp_query.where(WorkPlan.manager_id == filter_manager_id)
    if filter_customer_id:
        wp_query = wp_query.where(WorkPlan.customer_id == filter_customer_id)
    wp_result = await db.execute(wp_query)
    work_plans_data = []
    for w in wp_result.scalars():
        work_plans_data.append({
            "id": str(w.id),
            "customer_id": str(w.customer_id),
            "customer_name": customer_map.get(w.customer_id, ""),
            "plan_content": w.plan_content,
            "plan_date": str(w.plan_date),
            "manager_id": str(w.manager_id),
            "manager_name": user_map.get(w.manager_id, ""),
            "status": w.status,
        })

    # ── Mini Business ──
    mb_query = select(MiniBusiness)
    if role == "manager":
        mb_query = mb_query.where(MiniBusiness.manager_id == user_id)
    elif filter_manager_id:
        mb_query = mb_query.where(MiniBusiness.manager_id == filter_manager_id)
    if filter_customer_id:
        mb_query = mb_query.where(MiniBusiness.customer_id == filter_customer_id)
    mb_result = await db.execute(mb_query)
    mini_biz_data = []
    for m in mb_result.scalars():
        mini_biz_data.append({
            "id": str(m.id),
            "customer_id": str(m.customer_id),
            "customer_name": customer_map.get(m.customer_id, ""),
            "product_type": m.product_type,
            "amount": m.amount,
            "follow_up_detail": m.follow_up_detail,
            "status": m.status,
            "manager_id": str(m.manager_id),
            "manager_name": user_map.get(m.manager_id, ""),
            "expected_revenue_date": m.expected_revenue_date,
        })

    # ── Key Visits ──
    kv_query = select(KeyVisit)
    if role == "manager":
        kv_query = kv_query.where(KeyVisit.manager_id == user_id)
    elif filter_manager_id:
        kv_query = kv_query.where(KeyVisit.manager_id == filter_manager_id)
    if filter_customer_id:
        kv_query = kv_query.where(KeyVisit.customer_id == filter_customer_id)
    kv_result = await db.execute(kv_query)
    key_visits_data = []
    for k in kv_result.scalars():
        key_visits_data.append({
            "id": str(k.id),
            "customer_id": str(k.customer_id),
            "customer_name": customer_map.get(k.customer_id, ""),
            "urgency_level": k.urgency_level,
            "description": k.description,
            "progress_status": k.progress_status,
            "planned_date": k.planned_date,
            "planned_visitor": k.planned_visitor,
            "visit_target": k.visit_target,
            "manager_id": str(k.manager_id),
            "manager_name": user_map.get(k.manager_id, ""),
        })

    # ── Daily Notes ──
    dn_query = select(DailyNote).where(DailyNote.note_date >= monday, DailyNote.note_date <= sunday)
    if role == "manager":
        dn_query = dn_query.where(DailyNote.manager_id == user_id)
    elif filter_manager_id:
        dn_query = dn_query.where(DailyNote.manager_id == filter_manager_id)
    dn_query = dn_query.order_by(DailyNote.note_date.desc())
    dn_result = await db.execute(dn_query)
    daily_notes_data = []
    for d in dn_result.scalars():
        daily_notes_data.append({
            "id": str(d.id),
            "note_date": str(d.note_date),
            "category": d.category,
            "content": d.content,
            "time_range": d.time_range,
            "manager_id": str(d.manager_id),
            "manager_name": user_map.get(d.manager_id, ""),
        })

    return {
        "week_start": str(monday),
        "week_end": str(sunday),
        "visits": visits_data,
        "daily_notes": daily_notes_data,
        "work_plans": work_plans_data,
        "mini_business": mini_biz_data,
        "key_visits": key_visits_data,
    }