feat: batch update - gift card breakdown spec, backend APIs, miniprogram pages, ETL finance recharge, docs & migrations
This commit is contained in:
@@ -3,14 +3,18 @@
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负责任务 CRUD、置顶、放弃、取消放弃等操作。
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通过 FDW 读取客户信息和 RS 指数，计算爱心 icon 档位。
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RNS1.1 扩展：get_task_list_v2（TASK-1）、get_task_detail（TASK-2）。
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"""
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import json
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import logging
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from datetime import datetime
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from decimal import Decimal
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from fastapi import HTTPException
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from app.services import fdw_queries
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from app.services.task_generator import compute_heart_icon
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logger = logging.getLogger(__name__)
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@@ -399,3 +403,638 @@ async def cancel_abandon(task_id: int, user_id: int, site_id: int) -> dict:
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finally:
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conn.close()
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# ---------------------------------------------------------------------------
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# RNS1.1 扩展：辅助常量与工具函数
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# ---------------------------------------------------------------------------
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# 任务类型 → 中文标签
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_TASK_TYPE_LABEL_MAP: dict[str, str] = {
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"high_priority_recall": "高优先召回",
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"priority_recall": "优先召回",
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"follow_up_visit": "客户回访",
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"relationship_building": "关系构建",
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}
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# 课程类型 → courseTypeClass 枚举映射（design.md 定义）
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_COURSE_TYPE_CLASS_MAP: dict[str, str] = {
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"basic": "basic",
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"陪打": "basic",
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"基础课": "basic",
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"vip": "vip",
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"包厢": "vip",
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"包厢课": "vip",
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"tip": "tip",
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"超休": "tip",
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"激励课": "tip",
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"recharge": "recharge",
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"充值": "recharge",
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"incentive": "incentive",
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"激励": "incentive",
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}
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# 维客线索 category → tag_color 映射
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_CATEGORY_COLOR_MAP: dict[str, str] = {
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"客户基础": "#0052d9",
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"客户基础信息": "#0052d9",
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"消费习惯": "#e34d59",
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"玩法偏好": "#00a870",
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"促销偏好": "#ed7b2f",
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"促销接受": "#ed7b2f",
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"社交关系": "#0594fa",
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"重要反馈": "#a25eb5",
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}
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def map_course_type_class(raw_course_type: str | None) -> str:
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"""将原始课程类型映射为统一枚举值（不带 tag- 前缀）。"""
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if not raw_course_type:
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return "basic"
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return _COURSE_TYPE_CLASS_MAP.get(raw_course_type.strip(), "basic")
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def compute_income_trend(current_income: float, prev_income: float) -> tuple[str, str]:
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"""
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计算收入趋势。
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返回 (income_trend, income_trend_dir)。
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如 (1000, 800) → ("↑200", "up")
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"""
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diff = current_income - prev_income
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direction = "up" if diff >= 0 else "down"
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arrow = "↑" if diff >= 0 else "↓"
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trend = f"{arrow}{abs(diff):.0f}"
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return trend, direction
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def sanitize_tag(raw_tag: str | None) -> str:
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"""去除 tag 中的换行符，多行标签使用空格分隔。"""
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if not raw_tag:
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return ""
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return raw_tag.replace("\n", " ").strip()
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def _extract_emoji_and_text(summary: str | None) -> tuple[str, str]:
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"""
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从 summary 中提取 emoji 前缀和正文。
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AI 写入格式: "📅 偏好周末下午时段消费" → ("📅", "偏好周末下午时段消费")
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手动写入无 emoji: "喜欢打中式" → ("", "喜欢打中式")
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"""
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if not summary:
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return "", ""
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# 检查第一个字符是否为 emoji（非 ASCII 且非中文常用范围）
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first_char = summary[0]
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if ord(first_char) > 0x2600 and summary[1:2] == " ":
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return first_char, summary[2:].strip()
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return "", summary.strip()
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def _format_time(dt: datetime | None) -> str | None:
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"""格式化时间为 ISO 字符串。"""
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if dt is None:
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return None
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return dt.isoformat() if hasattr(dt, "isoformat") else str(dt)
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# ---------------------------------------------------------------------------
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# RNS1.1：get_task_list_v2（TASK-1 扩展版任务列表）
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# ---------------------------------------------------------------------------
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async def get_task_list_v2(
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user_id: int,
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site_id: int,
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status: str,
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page: int,
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page_size: int,
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) -> dict:
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"""
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扩展版任务列表（TASK-1）。
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返回 { items, total, page, pageSize, performance }。
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逻辑：
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1. _get_assistant_id() 获取 assistant_id
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2. 查询 coach_tasks 带分页（LIMIT/OFFSET + COUNT(*)）
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3. fdw_queries 批量获取会员信息、余额、lastVisitDays
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4. fdw_queries.get_salary_calc() 获取绩效概览
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5. 查询 ai_cache 获取 aiSuggestion
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6. 组装 TaskListResponse
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扩展字段（lastVisitDays/balance/aiSuggestion）采用优雅降级。
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"""
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conn = _get_connection()
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try:
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assistant_id = _get_assistant_id(conn, user_id, site_id)
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# ── 1. 查询任务列表（带分页 + 总数） ──
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# 状态映射：前端 pending → active
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db_status = "active" if status == "pending" else status
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with conn.cursor() as cur:
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# 总数
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cur.execute(
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"""
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SELECT COUNT(*)
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FROM biz.coach_tasks
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WHERE site_id = %s AND assistant_id = %s AND status = %s
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""",
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(site_id, assistant_id, db_status),
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)
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total = cur.fetchone()[0]
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# 分页查询
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offset = (page - 1) * page_size
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cur.execute(
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"""
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SELECT id, task_type, status, priority_score, is_pinned,
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expires_at, created_at, member_id, abandon_reason
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FROM biz.coach_tasks
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WHERE site_id = %s AND assistant_id = %s AND status = %s
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ORDER BY is_pinned DESC,
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priority_score DESC NULLS LAST,
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created_at ASC
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LIMIT %s OFFSET %s
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""",
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(site_id, assistant_id, db_status, page_size, offset),
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)
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tasks = cur.fetchall()
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conn.commit()
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if not tasks:
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# 即使无任务也需要返回绩效概览
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performance = _build_performance_summary(conn, site_id, assistant_id)
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return {
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"items": [],
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"total": 0,
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"page": page,
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"page_size": page_size,
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"performance": performance,
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}
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member_ids = list({t[7] for t in tasks})
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# ── 2. FDW 批量查询会员信息 ──
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member_info_map: dict[int, dict] = {}
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try:
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member_info_map = fdw_queries.get_member_info(conn, site_id, member_ids)
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except Exception:
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logger.warning("FDW 查询会员信息失败", exc_info=True)
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# ── 3. FDW 批量查询余额（优雅降级） ──
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balance_map: dict[int, Decimal] = {}
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try:
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balance_map = fdw_queries.get_member_balance(conn, site_id, member_ids)
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except Exception:
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logger.warning("FDW 查询余额失败", exc_info=True)
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# ── 4. FDW 批量查询 lastVisitDays（优雅降级） ──
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last_visit_map: dict[int, int | None] = {}
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try:
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last_visit_map = fdw_queries.get_last_visit_days(conn, site_id, member_ids)
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except Exception:
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logger.warning("FDW 查询 lastVisitDays 失败", exc_info=True)
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# ── 5. RS 指数（用于 heart_score） ──
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rs_map: dict[int, Decimal] = {}
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try:
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with conn.cursor() as cur:
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cur.execute("BEGIN")
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cur.execute(
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"SET LOCAL app.current_site_id = %s", (str(site_id),)
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)
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cur.execute(
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"""
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SELECT member_id, COALESCE(rs_display, 0)
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FROM fdw_etl.v_dws_member_assistant_relation_index
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WHERE assistant_id = %s AND member_id = ANY(%s)
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""",
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(assistant_id, member_ids),
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)
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for row in cur.fetchall():
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rs_map[row[0]] = Decimal(str(row[1]))
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conn.commit()
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except Exception:
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logger.warning("FDW 查询 RS 指数失败", exc_info=True)
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try:
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conn.rollback()
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except Exception:
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pass
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# ── 6. 查询 ai_cache 获取 aiSuggestion（优雅降级） ──
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ai_suggestion_map: dict[int, str] = {}
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try:
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member_id_strs = [str(mid) for mid in member_ids]
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with conn.cursor() as cur:
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cur.execute(
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"""
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SELECT target_id, result_json
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FROM biz.ai_cache
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WHERE site_id = %s
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AND target_id = ANY(%s)
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AND cache_type = 'app4_analysis'
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ORDER BY created_at DESC
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""",
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(site_id, member_id_strs),
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)
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seen: set[str] = set()
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for row in cur.fetchall():
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target_id_str = str(row[0])
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if target_id_str not in seen:
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seen.add(target_id_str)
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result = row[1] if isinstance(row[1], dict) else {}
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summary = result.get("summary", "")
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if summary:
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ai_suggestion_map[int(target_id_str)] = summary
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conn.commit()
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except Exception:
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logger.warning("查询 ai_cache aiSuggestion 失败", exc_info=True)
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# ── 7. 查询备注存在性（has_note） ──
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task_ids = [t[0] for t in tasks]
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has_note_set: set[int] = set()
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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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SELECT DISTINCT task_id
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FROM biz.notes
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WHERE task_id = ANY(%s)
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""",
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(task_ids,),
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)
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for row in cur.fetchall():
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has_note_set.add(row[0])
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conn.commit()
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except Exception:
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logger.warning("查询备注存在性失败", exc_info=True)
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# ── 8. 绩效概览 ──
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performance = _build_performance_summary(conn, site_id, assistant_id)
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# ── 9. 组装 items ──
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items = []
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for task_row in tasks:
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(task_id, task_type, task_status, priority_score,
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is_pinned, expires_at, created_at, member_id, abandon_reason) = task_row
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info = member_info_map.get(member_id, {})
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customer_name = info.get("nickname") or info.get("member_name") or "未知客户"
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rs_score = rs_map.get(member_id, Decimal("0"))
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balance = balance_map.get(member_id)
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items.append({
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"id": task_id,
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"customer_name": customer_name,
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"customer_avatar": "/assets/images/avatar-default.png",
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"task_type": task_type,
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"task_type_label": _TASK_TYPE_LABEL_MAP.get(task_type, task_type),
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"deadline": _format_time(expires_at),
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"heart_score": float(rs_score),
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"hobbies": [], # 暂无数据源，返回空数组
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"is_pinned": bool(is_pinned),
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"has_note": task_id in has_note_set,
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"status": task_status,
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"last_visit_days": last_visit_map.get(member_id),
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"balance": float(balance) if balance is not None else None,
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"ai_suggestion": ai_suggestion_map.get(member_id),
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})
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return {
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"items": items,
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"total": total,
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"page": page,
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"page_size": page_size,
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"performance": performance,
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}
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finally:
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conn.close()
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def _build_performance_summary(conn, site_id: int, assistant_id: int) -> dict:
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"""
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构建绩效概览（PerformanceSummary）。
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从 fdw_queries.get_salary_calc 获取当月和上月数据，
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计算收入趋势。
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"""
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now = datetime.now()
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year, month = now.year, now.month
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# 当月绩效
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salary = None
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try:
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salary = fdw_queries.get_salary_calc(conn, site_id, assistant_id, year, month)
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except Exception:
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logger.warning("FDW 查询当月绩效失败", exc_info=True)
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# 上月绩效（用于收入趋势）
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prev_year, prev_month = (year, month - 1) if month > 1 else (year - 1, 12)
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prev_salary = None
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try:
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prev_salary = fdw_queries.get_salary_calc(conn, site_id, assistant_id, prev_year, prev_month)
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except Exception:
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logger.warning("FDW 查询上月绩效失败", exc_info=True)
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current_income = salary["total_income"] if salary else 0.0
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prev_income = prev_salary["total_income"] if prev_salary else 0.0
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income_trend, income_trend_dir = compute_income_trend(current_income, prev_income)
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tier_nodes = salary["tier_nodes"] if salary and salary.get("tier_nodes") else [0]
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# tier_nodes 可能是 JSON 字符串或列表
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if isinstance(tier_nodes, str):
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try:
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tier_nodes = json.loads(tier_nodes)
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except (json.JSONDecodeError, TypeError):
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tier_nodes = [0]
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return {
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"total_hours": salary["total_hours"] if salary else 0.0,
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"total_income": current_income,
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"total_customers": salary["total_customers"] if salary else 0,
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"month_label": f"{month}月",
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"tier_nodes": [float(n) for n in tier_nodes] if tier_nodes else [0],
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"basic_hours": salary["basic_hours"] if salary else 0.0,
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"bonus_hours": salary["bonus_hours"] if salary else 0.0,
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"current_tier": salary["tier_index"] if salary else 0,
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"next_tier_hours": salary["next_tier_hours"] if salary else 0.0,
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"tier_completed": salary["tier_completed"] if salary else False,
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"bonus_money": 0.0 if (salary and salary.get("tier_completed")) else (salary["bonus_money"] if salary else 0.0),
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"income_trend": income_trend,
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"income_trend_dir": income_trend_dir,
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"prev_month": f"{prev_month}月",
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"current_tier_label": salary["coach_level"] if salary else "",
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}
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# ---------------------------------------------------------------------------
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# RNS1.1：get_task_detail（TASK-2 任务详情完整版）
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# ---------------------------------------------------------------------------
|
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|
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async def get_task_detail(
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task_id: int,
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user_id: int,
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site_id: int,
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) -> dict:
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"""
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任务详情完整版（TASK-2）。
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返回基础信息 + retentionClues + talkingPoints + serviceSummary
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+ serviceRecords + aiAnalysis + notes + customerId。
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权限校验：任务不存在 → 404，不属于当前助教 → 403。
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"""
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conn = _get_connection()
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try:
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assistant_id = _get_assistant_id(conn, user_id, site_id)
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# ── 1. 查询任务基础信息 ──
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with conn.cursor() as cur:
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cur.execute(
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"""
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SELECT id, task_type, status, priority_score, is_pinned,
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expires_at, created_at, member_id, abandon_reason,
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assistant_id, site_id
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FROM biz.coach_tasks
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WHERE id = %s
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""",
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(task_id,),
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)
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row = cur.fetchone()
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if not row:
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raise HTTPException(status_code=404, detail="任务不存在")
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task_assistant_id = row[9]
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task_site_id = row[10]
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if task_site_id != site_id or task_assistant_id != assistant_id:
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raise HTTPException(status_code=403, detail="无权访问该任务")
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member_id = row[7]
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task_type = row[1]
|
||||
task_status = row[2]
|
||||
is_pinned = row[4]
|
||||
expires_at = row[5]
|
||||
|
||||
# ── 2. FDW 查询会员信息 ──
|
||||
member_info_map: dict[int, dict] = {}
|
||||
try:
|
||||
member_info_map = fdw_queries.get_member_info(conn, site_id, [member_id])
|
||||
except Exception:
|
||||
logger.warning("FDW 查询会员信息失败", exc_info=True)
|
||||
|
||||
info = member_info_map.get(member_id, {})
|
||||
customer_name = info.get("nickname") or "未知客户"
|
||||
|
||||
# RS 指数
|
||||
rs_score = Decimal("0")
|
||||
try:
|
||||
with conn.cursor() as cur:
|
||||
cur.execute("BEGIN")
|
||||
cur.execute(
|
||||
"SET LOCAL app.current_site_id = %s", (str(site_id),)
|
||||
)
|
||||
cur.execute(
|
||||
"""
|
||||
SELECT COALESCE(rs_display, 0)
|
||||
FROM fdw_etl.v_dws_member_assistant_relation_index
|
||||
WHERE assistant_id = %s AND member_id = %s
|
||||
""",
|
||||
(assistant_id, member_id),
|
||||
)
|
||||
rs_row = cur.fetchone()
|
||||
if rs_row:
|
||||
rs_score = Decimal(str(rs_row[0]))
|
||||
conn.commit()
|
||||
except Exception:
|
||||
logger.warning("FDW 查询 RS 指数失败", exc_info=True)
|
||||
try:
|
||||
conn.rollback()
|
||||
except Exception:
|
||||
pass
|
||||
|
||||
# ── 3. 查询维客线索 ──
|
||||
retention_clues = []
|
||||
try:
|
||||
with conn.cursor() as cur:
|
||||
cur.execute(
|
||||
"""
|
||||
SELECT id, category, summary, detail, source
|
||||
FROM public.member_retention_clue
|
||||
WHERE member_id = %s AND site_id = %s
|
||||
ORDER BY recorded_at DESC
|
||||
""",
|
||||
(member_id, site_id),
|
||||
)
|
||||
for clue_row in cur.fetchall():
|
||||
category = clue_row[1] or ""
|
||||
summary_raw = clue_row[2] or ""
|
||||
detail = clue_row[3]
|
||||
source = clue_row[4] or "manual"
|
||||
|
||||
emoji, text = _extract_emoji_and_text(summary_raw)
|
||||
tag = sanitize_tag(category)
|
||||
tag_color = _CATEGORY_COLOR_MAP.get(tag, "#999999")
|
||||
|
||||
retention_clues.append({
|
||||
"tag": tag,
|
||||
"tag_color": tag_color,
|
||||
"emoji": emoji,
|
||||
"text": text,
|
||||
"source": source,
|
||||
"desc": detail,
|
||||
})
|
||||
conn.commit()
|
||||
except Exception:
|
||||
logger.warning("查询维客线索失败", exc_info=True)
|
||||
|
||||
# ── 4. 查询 AI 缓存（talkingPoints + aiAnalysis） ──
|
||||
talking_points: list[str] = []
|
||||
ai_analysis = {"summary": "", "suggestions": []}
|
||||
try:
|
||||
with conn.cursor() as cur:
|
||||
cur.execute(
|
||||
"""
|
||||
SELECT cache_type, result_json
|
||||
FROM biz.ai_cache
|
||||
WHERE target_id = %s AND site_id = %s
|
||||
AND cache_type IN ('app4_analysis', 'app5_talking_points')
|
||||
ORDER BY created_at DESC
|
||||
""",
|
||||
(str(member_id), site_id),
|
||||
)
|
||||
seen_types: set[str] = set()
|
||||
for cache_row in cur.fetchall():
|
||||
cache_type = cache_row[0]
|
||||
if cache_type in seen_types:
|
||||
continue
|
||||
seen_types.add(cache_type)
|
||||
|
||||
result = cache_row[1] if isinstance(cache_row[1], dict) else {}
|
||||
|
||||
if cache_type == "app5_talking_points":
|
||||
# talkingPoints: 话术列表
|
||||
points = result.get("talking_points", [])
|
||||
if isinstance(points, list):
|
||||
talking_points = [str(p) for p in points]
|
||||
elif cache_type == "app4_analysis":
|
||||
# aiAnalysis: summary + suggestions
|
||||
ai_analysis = {
|
||||
"summary": result.get("summary", ""),
|
||||
"suggestions": result.get("suggestions", []),
|
||||
}
|
||||
conn.commit()
|
||||
except Exception:
|
||||
logger.warning("查询 AI 缓存失败", exc_info=True)
|
||||
|
||||
# ── 5. FDW 查询服务记录（最多 20 条） ──
|
||||
service_records_raw: list[dict] = []
|
||||
try:
|
||||
service_records_raw = fdw_queries.get_service_records_for_task(
|
||||
conn, site_id, assistant_id, member_id, limit=20
|
||||
)
|
||||
except Exception:
|
||||
logger.warning("FDW 查询服务记录失败", exc_info=True)
|
||||
|
||||
service_records = []
|
||||
total_hours = 0.0
|
||||
total_income = 0.0
|
||||
for rec in service_records_raw:
|
||||
hours = rec.get("service_hours", 0.0)
|
||||
income = rec.get("income", 0.0)
|
||||
total_hours += hours
|
||||
total_income += income
|
||||
|
||||
# 时间格式化
|
||||
settle_time = rec.get("settle_time")
|
||||
date_str = ""
|
||||
if settle_time:
|
||||
if hasattr(settle_time, "strftime"):
|
||||
date_str = settle_time.strftime("%Y-%m-%d")
|
||||
else:
|
||||
date_str = str(settle_time)[:10]
|
||||
|
||||
raw_course_type = rec.get("course_type", "")
|
||||
type_class = map_course_type_class(raw_course_type)
|
||||
|
||||
service_records.append({
|
||||
"table": rec.get("table_name"),
|
||||
"type": raw_course_type or "基础课",
|
||||
"type_class": type_class,
|
||||
"record_type": "recharge" if type_class == "recharge" else "course",
|
||||
"duration": hours,
|
||||
"duration_raw": rec.get("service_hours_raw"),
|
||||
"income": income,
|
||||
"is_estimate": rec.get("is_estimate"),
|
||||
"drinks": None,
|
||||
"date": date_str,
|
||||
})
|
||||
|
||||
avg_income = total_income / len(service_records) if service_records else 0.0
|
||||
service_summary = {
|
||||
"total_hours": round(total_hours, 2),
|
||||
"total_income": round(total_income, 2),
|
||||
"avg_income": round(avg_income, 2),
|
||||
}
|
||||
|
||||
# ── 6. 查询备注（最多 20 条） ──
|
||||
notes: list[dict] = []
|
||||
has_note = False
|
||||
try:
|
||||
with conn.cursor() as cur:
|
||||
cur.execute(
|
||||
"""
|
||||
SELECT id, content, type, ai_score, created_at
|
||||
FROM biz.notes
|
||||
WHERE task_id = %s
|
||||
ORDER BY created_at DESC
|
||||
LIMIT 20
|
||||
""",
|
||||
(task_id,),
|
||||
)
|
||||
for note_row in cur.fetchall():
|
||||
has_note = True
|
||||
note_type = note_row[2] or "normal"
|
||||
# type → tag_type/tag_label 映射
|
||||
tag_label = "回访" if note_type == "follow_up" else "普通"
|
||||
|
||||
notes.append({
|
||||
"id": note_row[0],
|
||||
"content": note_row[1] or "",
|
||||
"tag_type": note_type,
|
||||
"tag_label": tag_label,
|
||||
"created_at": _format_time(note_row[4]) or "",
|
||||
"score": note_row[3],
|
||||
})
|
||||
conn.commit()
|
||||
except Exception:
|
||||
logger.warning("查询备注失败", exc_info=True)
|
||||
|
||||
# ── 7. 组装 TaskDetailResponse ──
|
||||
return {
|
||||
"id": task_id,
|
||||
"customer_name": customer_name,
|
||||
"customer_avatar": "/assets/images/avatar-default.png",
|
||||
"task_type": task_type,
|
||||
"task_type_label": _TASK_TYPE_LABEL_MAP.get(task_type, task_type),
|
||||
"deadline": _format_time(expires_at),
|
||||
"heart_score": float(rs_score),
|
||||
"hobbies": [],
|
||||
"is_pinned": bool(is_pinned),
|
||||
"has_note": has_note,
|
||||
"status": task_status,
|
||||
"customer_id": member_id,
|
||||
"retention_clues": retention_clues,
|
||||
"talking_points": talking_points,
|
||||
"service_summary": service_summary,
|
||||
"service_records": service_records,
|
||||
"ai_analysis": ai_analysis,
|
||||
"notes": notes,
|
||||
}
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
Reference in New Issue
Block a user