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:
@@ -1,8 +1,14 @@
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/* AI_CHANGELOG
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| 日期 | Prompt | 变更 |
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|------|--------|------|
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| 2026-03-23 | 角色路由+页面权限守卫 | onShow 添加 checkPageAccess 权限守卫 |
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*/
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import { checkPageAccess } from '../../utils/auth-guard'
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import type { TaskDetail, Note } from '../../utils/mock-data'
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import { fetchTaskDetail } from '../../services/api'
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import { fetchTaskDetail, fetchTaskByMember, createNote, deleteNote } from '../../services/api'
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import { sortByTimestamp } from '../../utils/sort'
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import { formatRelativeTime } from '../../utils/time'
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import { formatMoney } from '../../utils/money'
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import { formatStorageLevel } from '../../utils/storage-level'
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/** 维客线索项 */
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interface RetentionClue {
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@@ -38,24 +44,6 @@ interface ServiceSummary {
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avgIncome: number
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}
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/**
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* 将 ISO/空格分隔的日期字符串格式化为中文短格式
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* "2026-02-07T21:30" → "2月7日 21:30"
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* 与 customer-service-records 页面拼接方式保持一致
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*/
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function formatServiceDate(dateStr: string): string {
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if (!dateStr) return dateStr
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// 兼容 "2026-02-07T21:30" 和 "2026-02-07 21:30"
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const normalized = dateStr.replace('T', ' ')
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const [datePart, timePart] = normalized.split(' ')
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if (!datePart) return dateStr
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const parts = datePart.split('-')
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if (parts.length < 3) return dateStr
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const month = parseInt(parts[1], 10)
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const day = parseInt(parts[2], 10)
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return timePart ? `${month}月${day}日 ${timePart}` : `${month}月${day}日`
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}
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Page({
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data: {
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pageState: 'loading' as 'loading' | 'empty' | 'normal' | 'error',
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@@ -65,33 +53,25 @@ Page({
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// --- 维客线索 ---
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retentionClues: [
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{ tag: '客户\n基础', tagColor: 'primary', emoji: '🎂', text: '生日 3月15日 · VIP会员 · 注册2年', source: 'By:系统', expanded: false },
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{ tag: '消费\n习惯', tagColor: 'success', emoji: '🌙', text: '常来夜场 · 月均4-5次', source: 'By:系统', expanded: false },
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{ tag: '消费\n习惯', tagColor: 'success', emoji: '💰', text: '高客单价', source: 'By:系统', desc: '近60天场均消费 ¥420，高于门店均值 ¥180；偏好夜场时段，酒水附加消费占比 35%', expanded: false },
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{ tag: '玩法\n偏好', tagColor: 'purple', emoji: '🎱', text: '偏爱中式八球 · 斯诺克进阶中 · 最近对花式九球也有兴趣偏爱中式八球 · 斯诺克进阶中 · 最近对花式九球也有兴趣', source: 'By:系统', desc: '中式八球占比 60%，斯诺克 30%；近2周开始尝试花式九球，技术水平中等偏上', expanded: false },
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{ tag: '重要\n反馈', tagColor: 'error', emoji: '⚠️', text: '上次提到想练斯诺克走位', source: 'By:小燕', desc: '2月7日到店时主动提及，希望有针对性的走位训练；建议下次安排斯诺克专项课程', expanded: false },
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{ tag: '社交\n偏好', tagColor: 'purple', emoji: '👥', text: '喜欢带朋友来玩 · 社交型客户', source: 'By:系统', desc: '70%的到店记录都是多人消费，经常介绍新客户；建议推荐团建套餐和会员推荐奖励', expanded: false },
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{ tag: '消费\n习惯', tagColor: 'success', emoji: '🍷', text: '酒水消费占比高 · 偏好高端酒水', source: 'By:系统', desc: '每次到店必点酒水，偏好芝华士、百威等品牌；酒水消费占总消费的40%', expanded: false },
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{ tag: '重要\n反馈', tagColor: 'error', emoji: '💬', text: '上次提到想办生日派对', source: 'By:Lucy', desc: '3月15日生日，想在店里办派对，预计10-15人；已记录需求，建议提前联系确认', expanded: false },
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{ tag: '', tagColor: 'primary', emoji: '', text: '', source: '', expanded: false },
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{ tag: '', tagColor: 'success', emoji: '', text: '', source: '', desc: '', expanded: false },
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{ tag: '', tagColor: 'error', emoji: '', text: '', source: '', desc: '', expanded: false },
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] as RetentionClue[],
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// --- 话术参考 ---
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talkingPoints: [
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'王哥您好，好久不见！最近店里新到了几张国际标准的斯诺克球桌，知道您是斯诺克爱好者，想邀请您有空来体验一下~',
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'王哥，最近忙吗？这周末我们有个老客户专属的球友交流赛，奖品还挺丰富的，您要不要来参加？',
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'王哥好呀，上次您提到想练练斯诺克的走位，我最近研究了一些新的训练方法，下次来的时候可以一起试试~',
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'王哥，好久没见您了，您的老位置 A12 号台一直给您留着呢！最近晚上人不多，环境特别好，随时欢迎您来~',
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'王哥您好，我们这个月推出了储值会员专属的夜场优惠套餐，包含球台+酒水，性价比很高，给您留意着呢~',
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'',
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'',
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'',
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] as string[],
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copiedIndex: -1,
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// --- 近期服务记录 ---
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serviceSummary: { totalHours: 6.0, totalIncome: 510, avgIncome: 170 } as ServiceSummary,
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serviceSummary: { totalHours: 0, totalIncome: 0, avgIncome: 0 } as ServiceSummary,
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serviceRecords: [
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{ table: 'A12号台', type: '基础课', typeClass: 'basic', duration: 2.5, durationRaw: 3.0, income: 200, isEstimate: true, drinks: '🍷 百威x2 红牛x1', date: formatServiceDate('2026-02-07T21:30') },
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{ table: '3号台', type: '基础课', typeClass: 'basic', duration: 2.0, durationRaw: 2.0, income: 160, isEstimate: false, drinks: '🍷 可乐x1', date: formatServiceDate('2026-02-01T20:30') },
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{ table: 'VIP1号房', type: '包厢课', typeClass: 'vip', duration: 1.5, durationRaw: 1.5, income: 150, isEstimate: true, drinks: '🍷 芝华士x1 矿泉水x2', date: formatServiceDate('2026-01-28T19:00') },
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{ table: '', type: '充值', typeClass: 'recharge', recordType: 'recharge', duration: 0, durationRaw: 0, income: 80, isEstimate: false, drinks: '', date: formatServiceDate('2026-01-15T10:00') },
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{ table: '', type: '', typeClass: 'basic', duration: 0, durationRaw: 0, income: 0, isEstimate: false, drinks: '', date: '' },
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{ table: '', type: '', typeClass: 'vip', duration: 0, durationRaw: 0, income: 0, isEstimate: false, drinks: '', date: '' },
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{ table: '', type: '', typeClass: 'recharge', recordType: 'recharge', duration: 0, durationRaw: 0, income: 0, isEstimate: false, drinks: '', date: '' },
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] as ServiceRecord[],
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// --- 放弃弹窗 ---
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@@ -101,19 +81,19 @@ Page({
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phoneVisible: false,
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// --- 储值等级 ---
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storageLevel: '非常多',
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storageLevel: '',
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// --- 关系等级相关 ---
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relationLevel: 'excellent' as 'poor' | 'normal' | 'good' | 'excellent',
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relationLevelText: '很好',
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relationColor: '#e91e63',
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relationLevel: 'poor' as 'poor' | 'normal' | 'good' | 'excellent',
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relationLevelText: '',
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relationColor: '',
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// --- Banner 背景（根据任务类型动态切换）---
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bannerBgSvg: '/assets/images/banner-bg-red-aurora.svg',
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// --- 调试面板 ---
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showDebugPanel: false,
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debugTaskType: 'high_priority',
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debugTaskType: 'high_priority_recall',
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debugHeartScore: 8.5,
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debugShowExpandBtn: true, // 调试：备注弹窗是否显示展开/收起按钮
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@@ -121,17 +101,31 @@ Page({
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aiColor: 'indigo' as 'red' | 'orange' | 'yellow' | 'blue' | 'indigo' | 'purple',
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},
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onLoad(options: { id?: string }) {
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onLoad(options: { id?: string; memberId?: string }) {
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const id = options?.id || ''
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const memberId = options?.memberId || ''
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// 随机 AI 配色
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const aiColors = ['red', 'orange', 'yellow', 'blue', 'indigo', 'purple'] as const
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const aiColor = aiColors[Math.floor(Math.random() * aiColors.length)]
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this.setData({ aiColor })
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this.loadData(id)
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if (id) {
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this.loadData(id)
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} else if (memberId) {
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// CHANGE 2026-03-25 | 绩效页跳转：无 task_id 时按 member_id 查询最高优先级任务
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this.loadByMember(memberId)
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} else {
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this.setData({ pageState: 'empty' })
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}
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},
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onShow() {
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// 权限守卫：检查登录状态、账号禁用、角色权限
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checkPageAccess('pages/task-detail/task-detail')
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},
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async loadData(id: string) {
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this.setData({ pageState: 'loading' })
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wx.showLoading({ title: '加载中...', mask: true })
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try {
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const detail = await fetchTaskDetail(id)
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if (!detail) {
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@@ -141,13 +135,13 @@ Page({
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// 根据任务类型设置 Banner 背景
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let bannerBgSvg = '/assets/images/banner-bg-red-aurora.svg'
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if (detail.taskType === 'high_priority') {
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if (detail.taskType === 'high_priority_recall') {
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bannerBgSvg = '/assets/images/banner-bg-red-aurora.svg'
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} else if (detail.taskType === 'priority_recall') {
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bannerBgSvg = '/assets/images/banner-bg-orange-aurora.svg'
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} else if (detail.taskType === 'relationship') {
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} else if (detail.taskType === 'relationship_building') {
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bannerBgSvg = '/assets/images/banner-bg-pink-aurora.svg'
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} else if (detail.taskType === 'callback') {
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} else if (detail.taskType === 'follow_up_visit') {
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bannerBgSvg = '/assets/images/banner-bg-teal-aurora.svg'
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}
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@@ -158,6 +152,9 @@ Page({
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timeLabel: formatRelativeTime(n.createdAt),
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}))
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const sorted = sortByTimestamp(notesWithLabel) as (Note & { timeLabel: string })[]
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// G4: 根据 balance 计算储值等级
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const storageLevel = formatStorageLevel(detail.balance)
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this.updateRelationshipDisplay(detail.heartScore)
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this.setData({
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pageState: 'normal',
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@@ -165,9 +162,39 @@ Page({
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sortedNotes: sorted,
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debugHeartScore: detail.heartScore,
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bannerBgSvg,
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storageLevel,
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// 从 detail 中提取嵌套模块数据到 data 顶层，供 WXML 直接绑定
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retentionClues: (detail.retentionClues || []) as RetentionClue[],
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talkingPoints: detail.talkingPoints || [],
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serviceSummary: detail.serviceSummary || { totalHours: 0, totalIncome: 0, avgIncome: 0 },
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// CHANGE 2026-03-27 | 清洗 serviceRecords：null 值转为组件期望的默认值
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// 小程序组件 Number/String property 收到 null 时行为不确定，需显式转换
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serviceRecords: (detail.serviceRecords || []).map((r: any) => ({
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...r,
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durationRaw: r.durationRaw ?? 0,
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drinks: r.drinks ?? '',
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})),
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})
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} catch (_e) {
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this.setData({ pageState: 'error' })
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} finally {
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wx.hideLoading()
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}
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},
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/** 按 member_id 查询最高优先级任务，再加载详情 */
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async loadByMember(memberId: string) {
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// CHANGE 2026-03-25 | 修复：fetchTaskByMember 已返回完整详情，
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// 直接用返回的 id 走 loadData 标准流程，必须 await 避免 finally 竞态
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try {
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const detail = await fetchTaskByMember(memberId)
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if (!detail || !detail.id) {
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this.setData({ pageState: 'empty' })
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return
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}
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await this.loadData(String(detail.id))
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} catch (_e) {
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this.setData({ pageState: 'empty' })
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}
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},
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@@ -216,7 +243,11 @@ Page({
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/** 复制手机号 */
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onCopyPhone() {
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const phone = '13812345678'
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const phone = this.data.detail?.customerPhone || ''
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if (!phone) {
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wx.showToast({ title: '暂无手机号', icon: 'none' })
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return
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}
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wx.setClipboardData({
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data: phone,
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success: () => {
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@@ -253,18 +284,73 @@ Page({
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},
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/** 备注弹窗确认 */
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onNoteConfirm(e: WechatMiniprogram.CustomEvent) {
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const { content } = e.detail
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wx.showToast({ title: '备注已保存', icon: 'success' })
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async onNoteConfirm(e: WechatMiniprogram.CustomEvent) {
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const { content, serviceScore, returnScore } = e.detail
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const detail = this.data.detail
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if (!detail) return
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this.setData({ noteModalVisible: false })
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const newNote: Note = {
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id: `note-${Date.now()}`,
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content,
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tagType: 'customer',
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tagLabel: `客户：${this.data.detail?.customerName || ''}`,
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createdAt: new Date().toLocaleString('zh-CN', { hour12: false }),
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wx.showLoading({ title: '保存中...', mask: true })
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try {
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// CHANGE 2026-03-27 | 联调：调真实后端 API 创建备注
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const result = await createNote({
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targetId: detail.customerId ?? Number(detail.id),
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content,
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taskId: detail.id ? Number(detail.id) : undefined,
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ratingServiceWillingness: serviceScore > 0 ? serviceScore : undefined,
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ratingRevisitLikelihood: returnScore > 0 ? returnScore : undefined,
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})
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wx.hideLoading()
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wx.showToast({ title: '备注已保存', icon: 'success' })
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// 用后端返回的数据构建 Note 对象，追加到列表
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const newNote: Note = {
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id: String(result.id),
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content: result.content || content,
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tagType: result.type || 'normal',
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tagLabel: result.type === 'follow_up' ? '回访' : '普通',
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createdAt: result.createdAt || new Date().toLocaleString('zh-CN', { hour12: false }),
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score: result.aiScore || undefined,
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}
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this.setData({ sortedNotes: [{ ...newNote, timeLabel: '刚刚' }, ...this.data.sortedNotes] })
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// CHANGE 2026-03-27 | AI 评分轮询：后台异步等待 aiScore 返回后自动更新星星
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if (!result.aiScore) {
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this._pollAiScore(String(result.id), 0)
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}
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} catch (err) {
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wx.hideLoading()
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console.error('[task-detail] createNote failed:', err)
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wx.showToast({ title: '保存失败', icon: 'none' })
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}
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this.setData({ sortedNotes: [newNote, ...this.data.sortedNotes] })
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},
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/** CHANGE 2026-03-27 | AI 评分轮询：每 4 秒查一次，最多 5 次（20 秒） */
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_pollAiScore(noteId: string, attempt: number) {
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if (attempt >= 5) return
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setTimeout(async () => {
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try {
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const token = wx.getStorageSync('token')
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const detail = this.data.detail
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if (!detail || !token) return
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// 查 task_detail 接口获取最新备注列表
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const taskDetail = await fetchTaskDetail(String(detail.id))
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if (!taskDetail?.notes) { this._pollAiScore(noteId, attempt + 1); return }
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const found = taskDetail.notes.find((n: any) => String(n.id) === noteId)
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if ((found as any)?.aiScore || found?.score) {
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// 更新 sortedNotes 中对应备注的 score
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const updated = this.data.sortedNotes.map(n =>
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String(n.id) === noteId ? { ...n, score: (found as any).aiScore || found!.score } : n
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)
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this.setData({ sortedNotes: updated })
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} else {
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this._pollAiScore(noteId, attempt + 1)
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}
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} catch {
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this._pollAiScore(noteId, attempt + 1)
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}
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}, 4000)
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},
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/** 备注弹窗取消 */
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@@ -279,11 +365,18 @@ Page({
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title: '删除备注',
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content: '确定要删除这条备注吗？删除后无法恢复。',
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confirmColor: '#e34d59',
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success: (res) => {
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success: async (res) => {
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if (res.confirm) {
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const notes = this.data.sortedNotes.filter((n) => n.id !== noteId)
|
||||
this.setData({ sortedNotes: notes })
|
||||
wx.showToast({ title: '已删除', icon: 'success' })
|
||||
try {
|
||||
// CHANGE 2026-03-27 | 联调：调真实后端 API 删除备注
|
||||
await deleteNote(Number(noteId))
|
||||
const notes = this.data.sortedNotes.filter((n) => String(n.id) !== noteId)
|
||||
this.setData({ sortedNotes: notes })
|
||||
wx.showToast({ title: '已删除', icon: 'success' })
|
||||
} catch (err) {
|
||||
console.error('[task-detail] deleteNote failed:', err)
|
||||
wx.showToast({ title: '删除失败', icon: 'none' })
|
||||
}
|
||||
}
|
||||
},
|
||||
})
|
||||
@@ -369,13 +462,13 @@ Page({
|
||||
|
||||
// 根据任务类型设置 Banner 背景
|
||||
let bannerBgSvg = '/assets/images/banner-bg-red-aurora.svg'
|
||||
if (type === 'high_priority') {
|
||||
if (type === 'high_priority_recall') {
|
||||
bannerBgSvg = '/assets/images/banner-bg-red-aurora.svg'
|
||||
} else if (type === 'priority_recall') {
|
||||
bannerBgSvg = '/assets/images/banner-bg-orange-aurora.svg'
|
||||
} else if (type === 'relationship') {
|
||||
} else if (type === 'relationship_building') {
|
||||
bannerBgSvg = '/assets/images/banner-bg-pink-aurora.svg'
|
||||
} else if (type === 'callback') {
|
||||
} else if (type === 'follow_up_visit') {
|
||||
bannerBgSvg = '/assets/images/banner-bg-teal-aurora.svg'
|
||||
}
|
||||
|
||||
|
||||
Reference in New Issue
Block a user