v6ole
cd47d1aed5
- light_board.classify: 自然月 → 30/60天滚动窗口 (≤30天🟢, 31-60天🟡, 61+天🔴) - LightBoard.vue: 4处文案同步 (近30天已拜访 / 上次 / 个周期) - dashboard.get_weekly_report: 补全 companion_names_resolved + visitor_name + visitor_phone + edit_log - 导入/导出模板 + VisitForm + ManagerWorkspace: 同访人员 → 相关人员
265 lines
10 KiB
Python
265 lines
10 KiB
Python
from datetime import date, timedelta
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from uuid import UUID
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from sqlalchemy import select, func
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from sqlalchemy.ext.asyncio import AsyncSession
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from sqlalchemy.orm import aliased
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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.models.visit import Visit
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from app.models.work_plan import WorkPlan
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from app.models.mini_business import MiniBusiness
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from app.models.key_visit import KeyVisit
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from app.models.daily_note import DailyNote
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from app.utils.timezone import today_cst
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def get_week_range(reference_date: date | None = None):
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today = reference_date or date.today()
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monday = today - timedelta(days=today.weekday())
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sunday = monday + timedelta(days=6)
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return monday, sunday
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async def get_dashboard_stats(db: AsyncSession, reference_date: date | None = None) -> dict:
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"""Get dashboard statistics for a given week (defaults to current)."""
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monday, sunday = get_week_range(reference_date)
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today = date.today()
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visits_count = (await db.execute(
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select(func.count(Visit.id)).where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
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)).scalar() or 0
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plans_count = (await db.execute(
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select(func.count(WorkPlan.id))
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)).scalar() or 0
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mini_biz_count = (await db.execute(
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select(func.count(MiniBusiness.id))
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)).scalar() or 0
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key_visit_count = (await db.execute(
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select(func.count(KeyVisit.id))
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)).scalar() or 0
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return {
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"week_visits": visits_count,
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"work_plans": plans_count,
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"mini_business": mini_biz_count,
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"key_visits": key_visit_count,
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"week_start": str(monday),
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"week_end": str(sunday),
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}
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async def get_reporting_progress(db: AsyncSession, reference_date: date | None = None, user_id: str = "", role: str = "") -> list[dict]:
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"""Get per-manager reporting progress. Managers only see themselves."""
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monday, sunday = get_week_range(reference_date)
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# Get all users who need to report (any role, filtered by require_report)
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managers_result = await db.execute(select(User).where(User.require_report == True))
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all_reporters = managers_result.scalars().all()
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# Filter: managers only see themselves
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reporters = all_reporters if role in ("director", "leader") else [m for m in all_reporters if str(m.id) == user_id]
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# Get visit counts per manager this week
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visits_result = await db.execute(
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select(Visit.manager_id, func.count(Visit.id))
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.where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
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.group_by(Visit.manager_id)
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)
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visit_map = {str(uid): cnt for uid, cnt in visits_result.all()}
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progress = []
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for m in reporters:
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count = visit_map.get(str(m.id), 0)
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# Calculate expected working days (Mon-Fri)
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days_passed = min((date.today() - monday).days + 1, 5)
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expected = days_passed # At least 1 visit per working day
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progress.append({
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"manager_id": str(m.id),
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"manager_name": m.name,
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"department": m.department,
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"visit_count": count,
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"expected": expected,
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"completed": count >= expected,
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"has_reported_today": False, # Will be set below
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})
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# Check today's reporting — visits OR daily notes
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today = today_cst()
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today_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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today_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_today = {str(uid) for uid, in today_visits.all()} | {str(uid) for uid, in today_notes.all()}
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for p in progress:
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p["has_reported_today"] = p["manager_id"] in reported_today
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return progress
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async def get_weekly_report(
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db: AsyncSession, user_id: UUID, role: str,
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filter_manager_id: UUID | None = None,
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filter_customer_id: UUID | None = None,
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reference_date: date | None = None,
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) -> dict:
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"""Get full weekly report data organized by module."""
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monday, sunday = get_week_range(reference_date)
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# Base filters respecting role visibility
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customer_map = {}
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user_map = {}
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customers_result = await db.execute(select(Customer.id, Customer.name))
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customer_map = {c.id: c.name for c in customers_result.all()}
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users_result = await db.execute(select(User.id, User.name))
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user_map = {u.id: u.name for u in users_result.all()}
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def build_manager_filter(existing_filter=None):
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"""If role is manager, only see own data. Otherwise optionally filter by manager_id."""
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if role == "manager":
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return str(user_id)
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return str(filter_manager_id) if filter_manager_id else None
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# ── Visits ──
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visit_query = select(Visit).where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
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if role == "manager":
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visit_query = visit_query.where(Visit.manager_id == user_id)
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elif filter_manager_id:
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visit_query = visit_query.where(Visit.manager_id == filter_manager_id)
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if filter_customer_id:
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visit_query = visit_query.where(Visit.customer_id == filter_customer_id)
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visit_query = visit_query.order_by(Visit.visit_date.desc())
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visits_result = await db.execute(visit_query)
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visits = visits_result.scalars().all()
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visits_data = []
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for v in visits:
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# Resolve companion names: system users → names, external → direct
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companion_names_resolved = [user_map.get(c, str(c)) for c in (v.companions or [])]
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companion_names_resolved.extend(v.companion_names or [])
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visits_data.append({
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"id": str(v.id),
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"customer_id": str(v.customer_id),
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"customer_name": customer_map.get(v.customer_id, ""),
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"visit_date": str(v.visit_date),
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"visit_method": v.visit_method,
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"time_range": v.time_range,
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"visitor_name": v.visitor_name or "",
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"visitor_phone": v.visitor_phone or "",
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"communication_content": v.communication_content,
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"customer_demand": v.customer_demand,
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"companions": [str(c) for c in (v.companions or [])],
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"companion_names": v.companion_names or [],
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"companion_names_resolved": companion_names_resolved,
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"photos": v.photos or [],
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"manager_id": str(v.manager_id),
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"manager_name": user_map.get(v.manager_id, ""),
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"edit_log": v.edit_log or [],
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"created_at": str(v.created_at),
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})
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# ── Work Plans ──
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wp_query = select(WorkPlan)
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if role == "manager":
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wp_query = wp_query.where(WorkPlan.manager_id == user_id)
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elif filter_manager_id:
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wp_query = wp_query.where(WorkPlan.manager_id == filter_manager_id)
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if filter_customer_id:
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wp_query = wp_query.where(WorkPlan.customer_id == filter_customer_id)
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wp_result = await db.execute(wp_query)
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work_plans_data = []
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for w in wp_result.scalars():
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work_plans_data.append({
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"id": str(w.id),
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"customer_id": str(w.customer_id),
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"customer_name": customer_map.get(w.customer_id, ""),
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"plan_content": w.plan_content,
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"plan_date": str(w.plan_date),
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"manager_id": str(w.manager_id),
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"manager_name": user_map.get(w.manager_id, ""),
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"status": w.status,
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})
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# ── Mini Business ──
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mb_query = select(MiniBusiness)
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if role == "manager":
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mb_query = mb_query.where(MiniBusiness.manager_id == user_id)
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elif filter_manager_id:
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mb_query = mb_query.where(MiniBusiness.manager_id == filter_manager_id)
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if filter_customer_id:
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mb_query = mb_query.where(MiniBusiness.customer_id == filter_customer_id)
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mb_result = await db.execute(mb_query)
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mini_biz_data = []
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for m in mb_result.scalars():
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mini_biz_data.append({
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"id": str(m.id),
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"customer_id": str(m.customer_id),
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"customer_name": customer_map.get(m.customer_id, ""),
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"product_type": m.product_type,
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"amount": m.amount,
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"follow_up_detail": m.follow_up_detail,
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"status": m.status,
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"manager_id": str(m.manager_id),
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"manager_name": user_map.get(m.manager_id, ""),
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"expected_revenue_date": m.expected_revenue_date,
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})
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# ── Key Visits ──
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kv_query = select(KeyVisit)
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if role == "manager":
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kv_query = kv_query.where(KeyVisit.manager_id == user_id)
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elif filter_manager_id:
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kv_query = kv_query.where(KeyVisit.manager_id == filter_manager_id)
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if filter_customer_id:
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kv_query = kv_query.where(KeyVisit.customer_id == filter_customer_id)
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kv_result = await db.execute(kv_query)
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key_visits_data = []
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for k in kv_result.scalars():
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key_visits_data.append({
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"id": str(k.id),
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"customer_id": str(k.customer_id),
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"customer_name": customer_map.get(k.customer_id, ""),
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"urgency_level": k.urgency_level,
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"description": k.description,
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"progress_status": k.progress_status,
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"planned_date": k.planned_date,
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"planned_visitor": k.planned_visitor,
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"visit_target": k.visit_target,
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"manager_id": str(k.manager_id),
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"manager_name": user_map.get(k.manager_id, ""),
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})
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# ── Daily Notes ──
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dn_query = select(DailyNote).where(DailyNote.note_date >= monday, DailyNote.note_date <= sunday)
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if role == "manager":
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dn_query = dn_query.where(DailyNote.manager_id == user_id)
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elif filter_manager_id:
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dn_query = dn_query.where(DailyNote.manager_id == filter_manager_id)
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dn_query = dn_query.order_by(DailyNote.note_date.desc())
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dn_result = await db.execute(dn_query)
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daily_notes_data = []
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for d in dn_result.scalars():
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daily_notes_data.append({
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"id": str(d.id),
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"note_date": str(d.note_date),
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"category": d.category,
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"content": d.content,
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"time_range": d.time_range,
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"manager_id": str(d.manager_id),
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"manager_name": user_map.get(d.manager_id, ""),
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})
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return {
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"week_start": str(monday),
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"week_end": str(sunday),
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"visits": visits_data,
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"daily_notes": daily_notes_data,
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"work_plans": work_plans_data,
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"mini_business": mini_biz_data,
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"key_visits": key_visits_data,
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}
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