feat: 累积功能变更 — 聊天集成、租户管理、小程序更新、ETL 增强、迁移脚本
包含多个会话的累积代码变更： - backend: AI 聊天服务、触发器调度、认证增强、WebSocket、调度器最小间隔 - admin-web: ETL 状态页、任务管理、调度配置、登录优化 - miniprogram: 看板页面、聊天集成、UI 组件、导航更新 - etl: DWS 新任务（finance_area_daily/board_cache）、连接器增强 - tenant-admin: 项目初始化 - db: 19 个迁移脚本（etl_feiqiu 11 + zqyy_app 8） - packages/shared: 枚举和工具函数更新 - tools: 数据库工具、报表生成、健康检查 - docs: PRD/架构/部署/合约文档更新 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
645
apps/backend/app/ai/data_fetchers/page_context.py
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645
apps/backend/app/ai/data_fetchers/page_context.py
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"""页面上下文文本化模块（应用 1 专用）。
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根据 contextType 从数据库获取对应页面数据，
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格式化为结构化中文文本（≤ 2000 字符），供 AI 理解当前场景。
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不传入 member_phone 等断档敏感字段。
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"""
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from __future__ import annotations
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import asyncio
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import logging
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from datetime import date, datetime
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from decimal import Decimal
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from functools import partial
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from typing import Any
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from app.database import get_connection, get_etl_readonly_connection
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logger = logging.getLogger(__name__)
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MAX_PAGE_CONTEXT_LENGTH = 2000
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FDW_QUERY_TIMEOUT_SEC = 5
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# 支持的 10 种页面类型
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SUPPORTED_PAGE_TYPES = {
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"task-detail",
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"customer-detail",
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"coach-detail",
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"board-finance",
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"board-customer",
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"board-coach",
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"performance",
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"my-profile",
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"task-list",
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"customer-service-records",
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}
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async def build_page_text(
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source_page: str,
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context_id: int | str | None,
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site_id: int,
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filters: dict | None = None,
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) -> str:
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"""将页面数据转换为 AI 可读的结构化中文文本。
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Args:
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source_page: 页面类型（contextType）
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context_id: 实体 ID（contextId）
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site_id: 门店 ID
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filters: 看板类页面的筛选参数
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Returns:
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结构化中文文本（≤ 2000 字符），失败时返回降级文本
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"""
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if not source_page or source_page not in SUPPORTED_PAGE_TYPES:
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return ""
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try:
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loop = asyncio.get_event_loop()
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text = await loop.run_in_executor(
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None,
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partial(_build_page_text_sync, source_page, context_id, site_id, filters or {}),
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)
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# 截断保护
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if len(text) > MAX_PAGE_CONTEXT_LENGTH:
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text = text[:MAX_PAGE_CONTEXT_LENGTH - 20] + "\n…（上下文已截断）"
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return text
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except Exception:
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logger.exception("页面上下文获取失败: source_page=%s", source_page)
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return "页面上下文获取失败，请直接描述您的问题"
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def _build_page_text_sync(
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source_page: str,
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context_id: int | str | None,
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site_id: int,
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filters: dict,
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) -> str:
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"""同步路由到对应页面文本化函数。"""
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handlers = {
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"task-detail": _text_task_detail,
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"customer-detail": _text_customer_detail,
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"coach-detail": _text_coach_detail,
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"board-finance": _text_board_finance,
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"board-customer": _text_board_customer,
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"board-coach": _text_board_coach,
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"performance": _text_performance,
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"my-profile": _text_my_profile,
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"task-list": _text_task_list,
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"customer-service-records": _text_customer_service_records,
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}
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handler = handlers.get(source_page)
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if not handler:
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return ""
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return handler(context_id, site_id, filters)
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# ── 详情类页面 ──────────────────────────────────────────────────
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def _text_task_detail(
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context_id: int | str | None, site_id: int, filters: dict
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) -> str:
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"""任务详情页文本化。"""
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if not context_id:
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return ""
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task_id = int(context_id)
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conn = get_connection()
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try:
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with conn.cursor() as cur:
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# 任务信息
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cur.execute(
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"""
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SELECT ct.task_type, ct.status, ct.deadline,
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ct.member_id, ct.assistant_id,
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dm.nickname AS member_nickname,
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da.nickname AS assistant_nickname
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FROM biz.coach_tasks ct
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LEFT JOIN biz.coach_tasks_member_view dm
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ON dm.member_id = ct.member_id AND dm.site_id = ct.site_id
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LEFT JOIN biz.coach_tasks_assistant_view da
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ON da.assistant_id = ct.assistant_id AND da.site_id = ct.site_id
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WHERE ct.id = %s AND ct.site_id = %s
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""",
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(task_id, site_id),
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)
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task = cur.fetchone()
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if not task:
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return f"任务 {task_id} 不存在"
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task_type, status, deadline, member_id, assistant_id, member_nick, asst_nick = task
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# 最近备注（最多 3 条）
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cur.execute(
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"""
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SELECT content, created_at
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FROM biz.notes
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WHERE task_id = %s AND site_id = %s
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ORDER BY created_at DESC LIMIT 3
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""",
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(task_id, site_id),
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)
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notes = cur.fetchall()
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# AI 缓存（最新分析）
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cur.execute(
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"""
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SELECT result_json, created_at
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FROM biz.ai_cache
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WHERE cache_type = 'app4_analysis'
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AND site_id = %s
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AND target_id = %s
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ORDER BY created_at DESC LIMIT 1
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""",
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(site_id, f"{assistant_id}_{member_id}"),
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)
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ai_row = cur.fetchone()
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lines = [
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"【任务详情】",
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f" 任务类型：{task_type or '未知'}",
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f" 状态：{status or '未知'}",
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f" 截止日期：{_fmt_date(deadline)}",
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f" 客户：{member_nick or f'ID:{member_id}'}",
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f" 助教：{asst_nick or f'ID:{assistant_id}'}",
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]
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if notes:
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lines.append("【最近备注】")
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for content, created_at in notes:
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short = (content or "")[:100]
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lines.append(f" {_fmt_date(created_at)} {short}")
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if ai_row:
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lines.append(f"【AI 分析】最近更新于 {_fmt_date(ai_row[1])}")
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return "\n".join(lines)
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finally:
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conn.close()
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def _text_customer_detail(
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context_id: int | str | None, site_id: int, filters: dict
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) -> str:
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"""客户详情页文本化。"""
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if not context_id:
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return ""
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member_id = int(context_id)
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# 复用 member_data 的同步查询（避免循环导入，直接查询）
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etl_conn = None
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biz_conn = None
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try:
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etl_conn = get_etl_readonly_connection(site_id)
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with etl_conn.cursor() as cur:
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cur.execute(
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"SET LOCAL statement_timeout = %s",
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(f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
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)
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# CHANGE 2026-03-23 | Prompt: FDW 迁移——fdw_etl.* → app.* 直连 ETL 库
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# 会员信息
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cur.execute(
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"""
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SELECT nickname
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FROM app.v_dim_member
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WHERE member_id = %s AND scd2_is_current = 1
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""",
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(member_id,),
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)
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m_row = cur.fetchone()
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nickname = m_row[0] if m_row else f"ID:{member_id}"
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# 最近 5 条消费
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cur.execute(
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"""
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SELECT settle_date, items_sum, room_name
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FROM app.v_dwd_settlement_head
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WHERE member_id = %s AND settle_type IN (1, 3)
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ORDER BY settle_date DESC LIMIT 5
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""",
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(member_id,),
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)
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recent = cur.fetchall()
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# 余额
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cur.execute(
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"""
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SELECT balance_amount
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FROM app.v_dws_member_consumption_summary
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WHERE member_id = %s LIMIT 1
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""",
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(member_id,),
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)
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bal_row = cur.fetchone()
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etl_conn.commit()
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# 维客线索
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biz_conn = get_connection()
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with biz_conn.cursor() as cur:
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cur.execute(
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"""
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SELECT summary FROM member_retention_clue
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WHERE member_id = %s AND site_id = %s
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ORDER BY created_at DESC LIMIT 5
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""",
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(member_id, site_id),
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)
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clues = cur.fetchall()
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lines = [
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"【客户详情】",
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f" 昵称：{nickname}",
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f" 储值余额：{_fmt_decimal(bal_row[0]) if bal_row else '未知'}",
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]
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if recent:
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lines.append("【近期消费】")
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for sd, amt, room in recent:
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lines.append(f" {_fmt_date(sd)} ¥{_fmt_decimal(amt)} {room or ''}")
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if clues:
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lines.append("【维客线索】")
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for (summary,) in clues:
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lines.append(f" {summary}")
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return "\n".join(lines)
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finally:
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if etl_conn:
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etl_conn.close()
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if biz_conn:
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biz_conn.close()
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def _text_coach_detail(
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context_id: int | str | None, site_id: int, filters: dict
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) -> str:
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"""助教详情页文本化。"""
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if not context_id:
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return ""
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assistant_id = int(context_id)
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etl_conn = None
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biz_conn = None
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try:
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etl_conn = get_etl_readonly_connection(site_id)
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with etl_conn.cursor() as cur:
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cur.execute(
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"SET LOCAL statement_timeout = %s",
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(f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
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)
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cur.execute(
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"""
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SELECT nickname, level, hire_date
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FROM app.v_dim_assistant
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WHERE assistant_id = %s LIMIT 1
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""",
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(assistant_id,),
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)
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row = cur.fetchone()
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etl_conn.commit()
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if not row:
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return f"助教 {assistant_id} 不存在"
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nickname, level, hire_date = row
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biz_conn = get_connection()
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with biz_conn.cursor() as cur:
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# 任务统计
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cur.execute(
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"""
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SELECT status, COUNT(*)
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FROM biz.coach_tasks
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WHERE assistant_id = %s AND site_id = %s
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GROUP BY status
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""",
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(assistant_id, site_id),
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)
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task_stats = cur.fetchall()
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lines = [
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"【助教详情】",
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f" 花名：{nickname or ''}",
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f" 级别：{level or ''}",
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f" 入职日期：{_fmt_date(hire_date)}",
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]
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if task_stats:
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lines.append("【任务统计】")
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for status, cnt in task_stats:
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lines.append(f" {status}: {cnt} 个")
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return "\n".join(lines)
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finally:
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if etl_conn:
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etl_conn.close()
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if biz_conn:
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biz_conn.close()
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# ── 看板类页面 ──────────────────────────────────────────────────
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def _text_board_finance(
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context_id: int | str | None, site_id: int, filters: dict
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) -> str:
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"""财务看板文本化。"""
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time_dim = filters.get("timeDimension", "this_month")
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area = filters.get("areaFilter", "")
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etl_conn = None
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try:
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etl_conn = get_etl_readonly_connection(site_id)
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with etl_conn.cursor() as cur:
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cur.execute(
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"SET LOCAL statement_timeout = %s",
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(f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
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)
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# 简化查询：获取汇总数据
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cur.execute(
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"""
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SELECT
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COUNT(*) AS settle_count,
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COALESCE(SUM(items_sum), 0) AS total_revenue,
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COALESCE(AVG(items_sum), 0) AS avg_revenue
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FROM app.v_dwd_settlement_head
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WHERE settle_type IN (1, 3)
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AND settle_date >= (CURRENT_DATE - INTERVAL '1 month')
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""",
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)
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row = cur.fetchone()
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etl_conn.commit()
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lines = [
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"【财务看板】",
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f" 时间维度：{time_dim}",
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]
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if area:
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lines.append(f" 区域筛选：{area}")
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if row:
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lines.append(f" 结算笔数：{row[0]}")
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lines.append(f" 总营收：¥{_fmt_decimal(row[1])}")
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lines.append(f" 笔均：¥{_fmt_decimal(row[2])}")
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return "\n".join(lines)
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finally:
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if etl_conn:
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etl_conn.close()
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def _text_board_customer(
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context_id: int | str | None, site_id: int, filters: dict
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) -> str:
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"""客户看板文本化。"""
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dimension = filters.get("dimension", "consumption")
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type_filter = filters.get("typeFilter", "")
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etl_conn = None
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try:
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etl_conn = get_etl_readonly_connection(site_id)
|
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with etl_conn.cursor() as cur:
|
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cur.execute(
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"SET LOCAL statement_timeout = %s",
|
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(f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
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)
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# Top 10 客户
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cur.execute(
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"""
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SELECT
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dm.nickname,
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COALESCE(SUM(sh.items_sum), 0) AS total_consumption
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FROM app.v_dwd_settlement_head sh
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JOIN app.v_dim_member dm
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ON dm.member_id = sh.member_id AND dm.scd2_is_current = 1
|
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WHERE sh.settle_type IN (1, 3)
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AND sh.member_id > 0
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AND sh.settle_date >= (CURRENT_DATE - INTERVAL '1 month')
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GROUP BY dm.nickname
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ORDER BY total_consumption DESC
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LIMIT 10
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""",
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)
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rows = cur.fetchall()
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etl_conn.commit()
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lines = [
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"【客户看板】",
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f" 排序维度：{dimension}",
|
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]
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if type_filter:
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lines.append(f" 类型筛选：{type_filter}")
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if rows:
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lines.append(" Top 10 客户：")
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for i, (nick, amt) in enumerate(rows, 1):
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lines.append(f" {i}. {nick or '未知'} ¥{_fmt_decimal(amt)}")
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return "\n".join(lines)
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finally:
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if etl_conn:
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||||
etl_conn.close()
|
||||
|
||||
|
||||
def _text_board_coach(
|
||||
context_id: int | str | None, site_id: int, filters: dict
|
||||
) -> str:
|
||||
"""助教看板文本化。"""
|
||||
dimension = filters.get("dimension", "service_count")
|
||||
project = filters.get("projectFilter", "")
|
||||
time_dim = filters.get("timeDimension", "this_month")
|
||||
|
||||
etl_conn = None
|
||||
try:
|
||||
etl_conn = get_etl_readonly_connection(site_id)
|
||||
with etl_conn.cursor() as cur:
|
||||
cur.execute(
|
||||
"SET LOCAL statement_timeout = %s",
|
||||
(f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
|
||||
)
|
||||
cur.execute(
|
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"""
|
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SELECT
|
||||
da.nickname,
|
||||
COUNT(*) AS service_count,
|
||||
COALESCE(SUM(sl.ledger_amount), 0) AS total_revenue
|
||||
FROM app.v_dwd_assistant_service_log sl
|
||||
JOIN app.v_dim_assistant da
|
||||
ON da.assistant_id = sl.site_assistant_id
|
||||
WHERE sl.is_delete = 0
|
||||
AND sl.create_time >= (CURRENT_DATE - INTERVAL '1 month')
|
||||
GROUP BY da.nickname
|
||||
ORDER BY service_count DESC
|
||||
LIMIT 10
|
||||
""",
|
||||
)
|
||||
rows = cur.fetchall()
|
||||
etl_conn.commit()
|
||||
|
||||
lines = [
|
||||
"【助教看板】",
|
||||
f" 排序维度：{dimension}",
|
||||
f" 时间维度：{time_dim}",
|
||||
]
|
||||
if project:
|
||||
lines.append(f" 技能筛选：{project}")
|
||||
if rows:
|
||||
lines.append(" Top 10 助教：")
|
||||
for i, (nick, cnt, amt) in enumerate(rows, 1):
|
||||
lines.append(f" {i}. {nick or '未知'} 服务{cnt}次 ¥{_fmt_decimal(amt)}")
|
||||
|
||||
return "\n".join(lines)
|
||||
finally:
|
||||
if etl_conn:
|
||||
etl_conn.close()
|
||||
|
||||
|
||||
# ── 其他页面 ──────────────────────────────────────────────────
|
||||
|
||||
|
||||
def _text_performance(
|
||||
context_id: int | str | None, site_id: int, filters: dict
|
||||
) -> str:
|
||||
"""绩效页面文本化。"""
|
||||
time_dim = filters.get("timeDimension", "this_month")
|
||||
|
||||
etl_conn = None
|
||||
try:
|
||||
etl_conn = get_etl_readonly_connection(site_id)
|
||||
with etl_conn.cursor() as cur:
|
||||
cur.execute(
|
||||
"SET LOCAL statement_timeout = %s",
|
||||
(f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
|
||||
)
|
||||
cur.execute(
|
||||
"""
|
||||
SELECT
|
||||
da.nickname,
|
||||
sc.performance_tier,
|
||||
sc.monthly_customers
|
||||
FROM app.v_dws_assistant_salary_calc sc
|
||||
JOIN app.v_dim_assistant da
|
||||
ON da.assistant_id = sc.assistant_id
|
||||
ORDER BY sc.calc_month DESC, sc.monthly_customers DESC
|
||||
LIMIT 10
|
||||
""",
|
||||
)
|
||||
rows = cur.fetchall()
|
||||
etl_conn.commit()
|
||||
|
||||
lines = [
|
||||
"【绩效数据】",
|
||||
f" 时间维度：{time_dim}",
|
||||
]
|
||||
if rows:
|
||||
for nick, tier, customers in rows:
|
||||
lines.append(f" {nick or '未知'} {tier or ''} 服务{customers or 0}人")
|
||||
|
||||
return "\n".join(lines)
|
||||
finally:
|
||||
if etl_conn:
|
||||
etl_conn.close()
|
||||
|
||||
|
||||
def _text_my_profile(
|
||||
context_id: int | str | None, site_id: int, filters: dict
|
||||
) -> str:
|
||||
"""个人信息页文本化。"""
|
||||
return "【个人信息】\n 当前为个人信息页面，可查询个人绩效和任务情况。"
|
||||
|
||||
|
||||
def _text_task_list(
|
||||
context_id: int | str | None, site_id: int, filters: dict
|
||||
) -> str:
|
||||
"""任务列表页文本化。"""
|
||||
if not context_id:
|
||||
# 无特定任务，返回概要
|
||||
conn = get_connection()
|
||||
try:
|
||||
with conn.cursor() as cur:
|
||||
cur.execute(
|
||||
"""
|
||||
SELECT status, COUNT(*)
|
||||
FROM biz.coach_tasks
|
||||
WHERE site_id = %s
|
||||
GROUP BY status
|
||||
""",
|
||||
(site_id,),
|
||||
)
|
||||
stats = cur.fetchall()
|
||||
|
||||
lines = ["【任务列表】"]
|
||||
for status, cnt in stats:
|
||||
lines.append(f" {status}: {cnt} 个")
|
||||
return "\n".join(lines)
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
# 有特定任务 ID，复用 task-detail
|
||||
return _text_task_detail(context_id, site_id, filters)
|
||||
|
||||
|
||||
def _text_customer_service_records(
|
||||
context_id: int | str | None, site_id: int, filters: dict
|
||||
) -> str:
|
||||
"""客户服务记录页文本化。"""
|
||||
if not context_id:
|
||||
return ""
|
||||
member_id = int(context_id)
|
||||
|
||||
etl_conn = None
|
||||
try:
|
||||
etl_conn = get_etl_readonly_connection(site_id)
|
||||
with etl_conn.cursor() as cur:
|
||||
cur.execute(
|
||||
"SET LOCAL statement_timeout = %s",
|
||||
(f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
|
||||
)
|
||||
cur.execute(
|
||||
"""
|
||||
SELECT
|
||||
create_time,
|
||||
real_use_seconds / 60 AS duration_minutes,
|
||||
ledger_amount,
|
||||
site_table_id
|
||||
FROM app.v_dwd_assistant_service_log
|
||||
WHERE tenant_member_id = %s AND is_delete = 0
|
||||
ORDER BY create_time DESC
|
||||
LIMIT 10
|
||||
""",
|
||||
(member_id,),
|
||||
)
|
||||
rows = cur.fetchall()
|
||||
etl_conn.commit()
|
||||
|
||||
lines = ["【服务记录】"]
|
||||
if not rows:
|
||||
lines.append(" 暂无服务记录")
|
||||
else:
|
||||
for sd, dur, amt, room in rows:
|
||||
lines.append(
|
||||
f" {_fmt_date(sd)} {dur or 0}分钟 ¥{_fmt_decimal(amt)} {room or ''}"
|
||||
)
|
||||
|
||||
return "\n".join(lines)
|
||||
finally:
|
||||
if etl_conn:
|
||||
etl_conn.close()
|
||||
|
||||
|
||||
# ── 工具函数 ──────────────────────────────────────────────────
|
||||
|
||||
|
||||
def _fmt_date(val: Any) -> str:
|
||||
"""格式化日期值。"""
|
||||
if isinstance(val, datetime):
|
||||
return val.strftime("%Y-%m-%d %H:%M")
|
||||
if isinstance(val, date):
|
||||
return val.isoformat()
|
||||
return str(val) if val else "未知"
|
||||
|
||||
|
||||
def _fmt_decimal(val: Any) -> str:
|
||||
"""格式化金额值。"""
|
||||
if val is None:
|
||||
return "0.00"
|
||||
if isinstance(val, Decimal):
|
||||
return f"{val:.2f}"
|
||||
if isinstance(val, float):
|
||||
return f"{val:.2f}"
|
||||
return str(val)
|
||||
Reference in New Issue
Block a user