v6ole
6504a393e3
- customers 表新增 customer_type 列 (unit/individual) - 客户管理页：单位客户 | 个人用户 Tab 切换 - 个人用户 Tab: 直接内嵌4 Tab 显示所有个人用户的聚合数据 - 个人用户通过业务模块快速新建产生 (customer_type=individual) - 4个业务API新增 customer_type 筛选参数（JOIN customers） - 客户列表排序: 个人用户置顶 Co-Authored-By: Claude <noreply@anthropic.com>
312 lines
12 KiB
Python
312 lines
12 KiB
Python
import uuid
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from datetime import date, datetime
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from typing import Optional
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from fastapi import APIRouter, Depends, HTTPException, Query
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from sqlalchemy.ext.asyncio import AsyncSession
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from sqlalchemy import select, func
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from app.database import get_db
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from app.middleware.auth import get_current_user, require_any_role
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from app.models.visit import Visit
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from app.models.customer import Customer
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from app.models.user import User
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from app.schemas.visit import VisitCreate, VisitUpdate, VisitOut, VisitListOut
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from app.utils.timezone import today_cst, parse_date
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from app.services.minio_client import delete_objects
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from app.utils.edit_log import compute_diff, append_entry, init_entry
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router = APIRouter(prefix="/visits", tags=["Visits"])
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async def _enrich_visit(visit: Visit, db: AsyncSession) -> dict:
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"""Enrich a visit record with customer/manager names."""
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customer_name = None
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manager_name = None
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if visit.customer_id:
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cust_result = await db.execute(select(Customer.name).where(Customer.id == visit.customer_id))
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customer_name = cust_result.scalar_one_or_none()
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if visit.manager_id:
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mgr_result = await db.execute(select(User.name).where(User.id == visit.manager_id))
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manager_name = mgr_result.scalar_one_or_none()
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# Resolve companion UUIDs to names
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companion_names_resolved = list(visit.companion_names or [])
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if visit.companions:
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comp_result = await db.execute(select(User.name).where(User.id.in_(visit.companions)))
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companion_names_resolved = [n for n, in comp_result.all()] + companion_names_resolved
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return {
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"id": str(visit.id),
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"customer_id": str(visit.customer_id),
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"customer_name": customer_name,
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"visit_date": visit.visit_date,
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"visit_method": visit.visit_method,
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"time_range": visit.time_range,
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"visitor_name": visit.visitor_name or "",
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"visitor_phone": visit.visitor_phone or "",
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"communication_content": visit.communication_content,
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"customer_demand": visit.customer_demand,
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"companions": visit.companions,
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"companion_names": visit.companion_names or [],
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"companion_names_resolved": companion_names_resolved,
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"photos": visit.photos,
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"manager_id": str(visit.manager_id),
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"manager_name": manager_name,
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"edit_log": visit.edit_log or [],
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"created_at": str(visit.created_at),
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"updated_at": str(visit.updated_at),
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}
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@router.get("/")
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async def list_visits(
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date_from: Optional[str] = Query(None),
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date_to: Optional[str] = Query(None),
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customer_id: Optional[str] = Query(None),
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customer_type: Optional[str] = Query(None),
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current_user: dict = Depends(get_current_user),
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db: AsyncSession = Depends(get_db),
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):
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"""List visits. Managers see only their own, directors/leaders see all."""
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query = select(Visit)
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if current_user["role"] == "manager":
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query = query.where(Visit.manager_id == uuid.UUID(current_user["user_id"]))
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if date_from:
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query = query.where(Visit.visit_date >= parse_date(date_from))
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if date_to:
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query = query.where(Visit.visit_date <= parse_date(date_to))
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if customer_id:
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query = query.where(Visit.customer_id == uuid.UUID(customer_id))
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if customer_type:
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query = query.join(Customer, Visit.customer_id == Customer.id).where(Customer.customer_type == customer_type)
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query = query.order_by(Visit.visit_date.desc(), Visit.created_at.desc()).limit(200)
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result = await db.execute(query)
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visits = result.scalars().all()
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# Enrich
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enriched = []
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for v in visits:
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enriched.append(await _enrich_visit(v, db))
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return enriched
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@router.get("/today")
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async def list_today_visits(
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current_user: dict = Depends(get_current_user),
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db: AsyncSession = Depends(get_db),
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):
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"""Get today's visits for the current user's mobile home screen."""
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query = select(Visit).where(Visit.visit_date == today_cst())
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if current_user["role"] == "manager":
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query = query.where(Visit.manager_id == uuid.UUID(current_user["user_id"]))
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query = query.order_by(Visit.created_at.desc())
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result = await db.execute(query)
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visits = result.scalars().all()
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enriched = []
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for v in visits:
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enriched.append(await _enrich_visit(v, db))
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count = len(enriched)
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return {"count": count, "visits": enriched}
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@router.get("/{visit_id}")
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async def get_visit(
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visit_id: str,
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current_user: dict = Depends(get_current_user),
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db: AsyncSession = Depends(get_db),
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):
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result = await db.execute(select(Visit).where(Visit.id == visit_id))
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visit = result.scalar_one_or_none()
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if not visit:
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raise HTTPException(status_code=404, detail="Visit not found")
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# Permission check
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if current_user["role"] == "manager" and str(visit.manager_id) != current_user["user_id"]:
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raise HTTPException(status_code=403, detail="Access denied")
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return await _enrich_visit(visit, db)
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@router.post("/")
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async def create_visit(
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data: VisitCreate,
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current_user: dict = Depends(require_any_role),
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db: AsyncSession = Depends(get_db),
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):
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"""Create a visit record. If companions are selected, creates draft copies for them."""
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visit = Visit(
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customer_id=data.customer_id,
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visit_date=parse_date(data.visit_date),
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visit_method=data.visit_method,
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time_range=data.time_range,
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communication_content=data.communication_content,
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customer_demand=data.customer_demand,
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companions=data.companions,
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companion_names=data.companion_names,
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photos=data.photos,
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manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
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)
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init_entry(visit, current_user["name"])
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db.add(visit)
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# Update customer's last visit tracking
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cust_result = await db.execute(select(Customer).where(Customer.id == data.customer_id))
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customer = cust_result.scalar_one_or_none()
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if customer:
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customer.last_visit_date = parse_date(data.visit_date)
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customer.last_visit_manager_id = uuid.UUID(current_user["user_id"])
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db.add(customer)
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# Auto-complete matching work plans for this customer
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from app.services.visits import auto_complete_work_plans
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await auto_complete_work_plans(
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db, data.customer_id, parse_date(data.visit_date),
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current_user["name"], "拜访自动完成",
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)
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# Auto-create follow-up logs for active mini business opportunities
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from app.models.mini_business import MiniBusiness
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from app.models.mini_business_log import MiniBusinessLog
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method_map = {"上门": "上门", "电话": "电话", "微信": "微信", "出差": "其他"}
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active_biz = await db.execute(
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select(MiniBusiness).where(
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MiniBusiness.customer_id == data.customer_id,
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MiniBusiness.status == "跟进中",
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)
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)
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for biz in active_biz.scalars().all():
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parts = []
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if data.communication_content and data.communication_content.strip():
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parts.append(f"沟通内容：{data.communication_content.strip()}")
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if data.customer_demand and data.customer_demand.strip():
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parts.append(f"客户需求：{data.customer_demand.strip()}")
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log_content = "\n".join(parts) if parts else "拜访跟进"
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follow_method = method_map.get(data.visit_method, "其他")
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log = MiniBusinessLog(
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business_id=biz.id,
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log_date=parse_date(data.visit_date),
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method=follow_method,
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content=log_content,
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created_by=uuid.UUID(current_user["user_id"]),
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)
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db.add(log)
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await db.commit()
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await db.refresh(visit)
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return await _enrich_visit(visit, db)
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@router.put("/{visit_id}")
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async def update_visit(
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visit_id: str,
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data: VisitUpdate,
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current_user: dict = Depends(require_any_role),
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db: AsyncSession = Depends(get_db),
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):
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result = await db.execute(select(Visit).where(Visit.id == visit_id))
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visit = result.scalar_one_or_none()
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if not visit:
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raise HTTPException(status_code=404, detail="Visit not found")
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if current_user["role"] == "manager" and str(visit.manager_id) != current_user["user_id"]:
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raise HTTPException(status_code=403, detail="Access denied")
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# Snapshot old values for diff
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old_snapshot = {
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"customer_id": str(visit.customer_id), "visit_date": str(visit.visit_date),
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"visit_method": visit.visit_method, "time_range": visit.time_range,
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"visitor_name": visit.visitor_name or "", "visitor_phone": visit.visitor_phone or "",
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"communication_content": visit.communication_content, "customer_demand": visit.customer_demand,
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}
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update_data = data.model_dump(exclude_unset=True)
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if current_user["role"] not in ("director", "leader"):
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update_data.pop("manager_id", None)
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if "visit_date" in update_data and update_data["visit_date"]:
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update_data["visit_date"] = parse_date(update_data["visit_date"])
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for key, value in update_data.items():
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setattr(visit, key, value)
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# Compute diff and append to edit_log
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new_snapshot = {
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"customer_id": str(visit.customer_id), "visit_date": str(visit.visit_date),
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"visit_method": visit.visit_method, "time_range": visit.time_range,
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"visitor_name": visit.visitor_name or "", "visitor_phone": visit.visitor_phone or "",
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"communication_content": visit.communication_content, "customer_demand": visit.customer_demand,
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}
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changes = compute_diff(old_snapshot, new_snapshot)
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if changes:
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append_entry(visit, current_user["name"], changes, getattr(data, "edit_reason", None))
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await db.commit()
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await db.refresh(visit)
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# Auto-complete matching work plans after visit update
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from app.services.visits import auto_complete_work_plans
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await auto_complete_work_plans(
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db, visit.customer_id, visit.visit_date,
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current_user["name"], "拜访更新自动完成",
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)
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await db.commit()
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return await _enrich_visit(visit, db)
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@router.delete("/{visit_id}")
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async def delete_visit(
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visit_id: str,
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current_user: dict = Depends(require_any_role),
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db: AsyncSession = Depends(get_db),
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):
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result = await db.execute(select(Visit).where(Visit.id == visit_id))
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visit = result.scalar_one_or_none()
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if not visit:
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raise HTTPException(status_code=404, detail="Visit not found")
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if current_user["role"] == "manager" and str(visit.manager_id) != current_user["user_id"]:
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raise HTTPException(status_code=403, detail="Access denied")
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customer_id = visit.customer_id
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manager_id = visit.manager_id
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# Clean up photos in MinIO
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if visit.photos:
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delete_objects(visit.photos)
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await db.delete(visit)
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# Recalculate customer's last_visit_date from remaining visits
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latest = await db.execute(
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select(func.max(Visit.visit_date)).where(
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Visit.customer_id == customer_id,
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)
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)
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new_latest = latest.scalar()
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cust = await db.get(Customer, customer_id)
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if cust:
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if new_latest:
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cust.last_visit_date = new_latest
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# Keep the existing manager if date unchanged, or find who made the latest visit
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latest_visit = await db.execute(
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select(Visit).where(
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Visit.customer_id == customer_id,
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Visit.visit_date == new_latest,
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).order_by(Visit.created_at.desc()).limit(1)
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)
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lv = latest_visit.scalar_one_or_none()
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if lv:
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cust.last_visit_manager_id = lv.manager_id
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else:
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cust.last_visit_date = None
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cust.last_visit_manager_id = None
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await db.commit()
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return {"detail": "deleted"}
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