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:
312
apps/backend/app/routers/tenant_clues.py
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312
apps/backend/app/routers/tenant_clues.py
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# -*- coding: utf-8 -*-
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"""
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租户管理后台 — 维客线索管理路由。
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端点清单：
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- GET /api/tenant/customers/search — 客户搜索（keyword + site_id）
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- GET /api/tenant/customers/{member_id}/clues — 线索列表（source / is_hidden 筛选）
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- PATCH /api/tenant/clues/{id} — 编辑线索
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- DELETE /api/tenant/clues/{id} — 物理删除线索
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- PATCH /api/tenant/clues/{id}/visibility — 切换隐藏/显示
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需求: 9.1-9.4, 10.1, 11.1-11.3, 12.2-12.3, 13.1-13.4
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AI_CHANGELOG
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- 2026-03-23 21:00:00 | Prompt: P20260323-210000（根治 tenant_admin managed_site_ids 限制）| Direct cause：JWT managed_site_ids 静态签发，新建店铺后所有端点受限 | Summary：_get_clue_with_site_check 签名改为接受 admin: CurrentTenantAdmin；search_customers 用 get_effective_site_ids；list_customer_clues 用 site_filter_clause(admin=admin)；三个调用点改传 admin | Verify：维客线索管理覆盖新建店铺
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"""
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from __future__ import annotations
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import logging
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from typing import Optional
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from fastapi import APIRouter, Depends, HTTPException, Query, status
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from app.auth.tenant_admins import (
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CurrentTenantAdmin,
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get_effective_site_ids,
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require_tenant_admin,
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site_filter_clause,
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)
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from app.database import get_connection, get_etl_readonly_connection
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from app.schemas.tenant_clues import (
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ClueEditRequest,
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ClueListItem,
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ClueVisibilityRequest,
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CustomerSearchItem,
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)
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logger = logging.getLogger(__name__)
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router = APIRouter(prefix="/api/tenant", tags=["维客线索管理"])
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def _mask_mobile(mobile: str | None) -> str | None:
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"""手机号脱敏：中间 4 位替换为 ****，如 138****1234。"""
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if not mobile or len(mobile) < 7:
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return mobile
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return mobile[:3] + "****" + mobile[7:]
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def _get_clue_with_site_check(clue_id: int, admin: CurrentTenantAdmin):
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"""
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查询线索并校验 site_id 是否在管辖范围内。
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不在管辖范围或不存在均返回 404（避免泄露线索存在性）。
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返回 (id, site_id, member_id, category, summary, detail,
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recorded_by_name, source, recorded_at, is_hidden)。
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"""
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site_sql, site_params = site_filter_clause(admin=admin)
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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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cur.execute(
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f"""
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SELECT id, site_id, member_id, category, summary, detail,
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recorded_by_name, source, recorded_at::text, is_hidden
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FROM public.member_retention_clue
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WHERE id = %s AND {site_sql}
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""",
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(clue_id, *site_params),
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)
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row = cur.fetchone()
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finally:
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conn.close()
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if row is None:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="线索不存在")
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return row
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# ── GET /api/tenant/customers/search ──────────────────────
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@router.get("/customers/search")
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async def search_customers(
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keyword: str = Query(..., min_length=1, description="搜索关键词（姓名模糊/手机号精确）"),
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site_id: Optional[int] = Query(None, description="指定门店 ID 筛选"),
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admin: CurrentTenantAdmin = Depends(require_tenant_admin),
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):
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"""
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客户搜索：在管辖门店范围内搜索 v_dim_member。
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nickname 模糊匹配 OR mobile 精确匹配，scd2_is_current=1。
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手机号脱敏返回。
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"""
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# 确定要搜索的门店列表
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# [CHANGE P20260323-210000] intent: 使用 get_effective_site_ids 统一获取有效 site_ids
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effective_ids = get_effective_site_ids(admin)
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if site_id is not None:
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if site_id not in effective_ids:
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return {"items": []}
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search_site_ids = [site_id]
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else:
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search_site_ids = effective_ids
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if not search_site_ids:
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return {"items": []}
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# 逐 site_id 查询 FDW（RLS 要求逐个设置 current_site_id）
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all_items: list[dict] = []
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for sid in search_site_ids:
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try:
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etl_conn = get_etl_readonly_connection(sid)
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try:
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with etl_conn.cursor() as cur:
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cur.execute(
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"""
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SELECT member_id, nickname, mobile
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FROM fdw_etl.v_dim_member
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WHERE scd2_is_current = 1
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AND (nickname ILIKE %s OR mobile = %s)
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LIMIT 50
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""",
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(f"%{keyword}%", keyword),
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)
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for row in cur.fetchall():
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all_items.append(
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CustomerSearchItem(
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member_id=row[0],
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nickname=row[1],
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mobile_masked=_mask_mobile(row[2]),
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site_id=sid,
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).model_dump(by_alias=True)
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)
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finally:
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etl_conn.close()
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except Exception:
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logger.warning("v_dim_member 搜索失败（site_id=%s）", sid, exc_info=True)
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# 补充 site_name
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if all_items:
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site_ids_set = list({item.get("siteId") for item in all_items if item.get("siteId")})
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if site_ids_set:
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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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placeholders = ", ".join(["%s"] * len(site_ids_set))
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cur.execute(
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f"SELECT site_id, site_name FROM biz.sites WHERE site_id IN ({placeholders})",
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tuple(site_ids_set),
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)
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site_name_map = {r[0]: r[1] for r in cur.fetchall()}
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finally:
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conn.close()
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for item in all_items:
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sid_val = item.get("siteId")
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if sid_val and sid_val in site_name_map:
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item["siteName"] = site_name_map[sid_val]
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return {"items": all_items}
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# ── GET /api/tenant/customers/{member_id}/clues ───────────
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@router.get("/customers/{member_id}/clues")
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async def list_customer_clues(
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member_id: int,
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source: Optional[str] = Query(None, description="按来源筛选：manual/ai_consumption/ai_note"),
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is_hidden: Optional[bool] = Query(None, description="按隐藏状态筛选"),
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admin: CurrentTenantAdmin = Depends(require_tenant_admin),
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):
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"""返回该客户在管辖门店范围内的全部线索，支持 source 和 is_hidden 筛选。"""
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site_sql, site_params = site_filter_clause(admin=admin)
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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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where_parts = [f"{site_sql}", "member_id = %s"]
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params: list = list(site_params) + [member_id]
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if source is not None:
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where_parts.append("source = %s")
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params.append(source)
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if is_hidden is not None:
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where_parts.append("is_hidden = %s")
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params.append(is_hidden)
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where_clause = " AND ".join(where_parts)
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cur.execute(
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f"""
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SELECT id, category, summary, detail,
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recorded_by_name, source, recorded_at::text, is_hidden
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FROM public.member_retention_clue
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WHERE {where_clause}
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ORDER BY recorded_at DESC
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""",
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tuple(params),
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)
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rows = cur.fetchall()
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finally:
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conn.close()
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items = [
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ClueListItem(
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id=r[0], category=r[1], summary=r[2], detail=r[3],
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recorded_by_name=r[4], source=r[5], recorded_at=r[6], is_hidden=r[7],
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).model_dump(by_alias=True)
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for r in rows
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]
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return {"items": items}
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# ── PATCH /api/tenant/clues/{id} ──────────────────────────
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@router.patch("/clues/{clue_id}")
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async def edit_clue(
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clue_id: int,
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body: ClueEditRequest,
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admin: CurrentTenantAdmin = Depends(require_tenant_admin),
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):
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"""编辑线索 category/summary/detail。校验 category 枚举和 summary 长度。"""
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# 先校验线索存在且在管辖范围内
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_get_clue_with_site_check(clue_id, admin)
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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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cur.execute(
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"""
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UPDATE public.member_retention_clue
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SET category = %s, summary = %s, detail = %s
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WHERE id = %s
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""",
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(body.category.value, body.summary, body.detail, clue_id),
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)
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conn.commit()
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except Exception:
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conn.rollback()
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logger.error("编辑线索失败（clue_id=%s）", clue_id, exc_info=True)
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raise HTTPException(status_code=500, detail="编辑操作失败")
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finally:
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conn.close()
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return {"message": "更新成功"}
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# ── DELETE /api/tenant/clues/{id} ─────────────────────────
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@router.delete("/clues/{clue_id}")
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async def delete_clue(
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clue_id: int,
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admin: CurrentTenantAdmin = Depends(require_tenant_admin),
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):
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"""物理删除线索。线索不存在或不在管辖范围返回 404。"""
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_get_clue_with_site_check(clue_id, admin)
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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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cur.execute(
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"DELETE FROM public.member_retention_clue WHERE id = %s",
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(clue_id,),
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)
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conn.commit()
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except Exception:
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conn.rollback()
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logger.error("删除线索失败（clue_id=%s）", clue_id, exc_info=True)
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raise HTTPException(status_code=500, detail="删除操作失败")
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finally:
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conn.close()
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return {"message": "删除成功"}
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# ── PATCH /api/tenant/clues/{id}/visibility ───────────────
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@router.patch("/clues/{clue_id}/visibility")
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async def toggle_clue_visibility(
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clue_id: int,
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body: ClueVisibilityRequest,
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admin: CurrentTenantAdmin = Depends(require_tenant_admin),
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):
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"""切换线索 is_hidden 状态。"""
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_get_clue_with_site_check(clue_id, admin)
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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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cur.execute(
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"""
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UPDATE public.member_retention_clue
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SET is_hidden = %s
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WHERE id = %s
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""",
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(body.is_hidden, clue_id),
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)
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conn.commit()
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except Exception:
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conn.rollback()
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logger.error("切换线索可见性失败（clue_id=%s）", clue_id, exc_info=True)
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raise HTTPException(status_code=500, detail="操作失败")
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finally:
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conn.close()
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return {"message": "更新成功"}
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