2339 lines
85 KiB
Python
2339 lines
85 KiB
Python
# AI_CHANGELOG
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# - 2026-03-20 | Prompt: RNS1.3 FDW 列名修正 | 修正 17 处列名映射（design.md 理想名 → 实际视图列名），
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# gift_rows 每个 cell 改为 GiftCell dict 避免 Pydantic 校验失败，
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# v_dws_member_spending_power_index 降级为空列表，skill_filter 暂不生效
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"""
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ETL RLS 视图查询封装服务
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直连 ETL 库（test_etl_feiqiu）查询 app.v_* RLS 视图，实现门店隔离。
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⚠️ 架构说明：不使用 zqyy_app 的 fdw_etl.* foreign table，而是直连 ETL 库。
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原因：postgres_fdw 不传递自定义 GUC 参数到远端连接，导致 RLS 视图的
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current_setting('app.current_site_id') 在远端未设置而报错。
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直连 ETL 库后，SET LOCAL app.current_site_id 在同一连接上生效。
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⚠️ DWD-DOC 强制规则在此模块统一实施：
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- 规则 1: 收入使用 ledger_amount（对应 items_sum 口径）
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- 规则 2: 助教费用使用 base_income + bonus_income（对应 pd/cx 拆分）
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- DQ-6: 会员信息通过 tenant_member_id JOIN v_dim_member (scd2_is_current=1)
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- DQ-7: 会员卡通过 tenant_member_id JOIN v_dim_member_card_account (scd2_is_current=1)
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- 废单排除: WHERE is_delete = 0（RLS 视图基于 dwd_assistant_service_log 基表，
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使用 is_delete 而非 _ex 表的 is_trash）
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列名映射说明（design.md 理想名 → 实际视图列名）：
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app.v_dwd_assistant_service_log:
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assistant_id → site_assistant_id | member_id → tenant_member_id
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is_trash → is_delete (int, 0=正常) | settle_time → create_time
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service_hours → income_seconds/3600 | items_sum → ledger_amount
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course_type → skill_name | table_name → site_table_id (仅 ID)
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app.v_dws_assistant_salary_calc:
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calc_month → salary_month (date) | coach_level → assistant_level_name
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tier_index → tier_id | basic_hours → base_hours
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total_hours → effective_hours | total_income → gross_salary
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basic_rate → base_course_price | incentive_rate → bonus_course_price
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"""
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from __future__ import annotations
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import logging
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from contextlib import contextmanager
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from decimal import Decimal
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from typing import Any
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logger = logging.getLogger(__name__)
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def _get_etl_connection(site_id: int):
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"""延迟导入 get_etl_readonly_connection，避免模块级导入失败。"""
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from app.database import get_etl_readonly_connection
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return get_etl_readonly_connection(site_id)
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@contextmanager
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def _fdw_context(conn: Any, site_id: int):
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"""
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上下文管理器：直连 ETL 库 + SET LOCAL app.current_site_id。
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⚠️ 不使用 zqyy_app 的 fdw_etl.* foreign table，而是直连 ETL 库
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查询 app.v_* RLS 视图。原因：postgres_fdw 不传递自定义 GUC 参数
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到远端连接，导致 RLS 视图的 current_setting('app.current_site_id')
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在远端未设置而报错。
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conn 参数保留但不用于 FDW 查询（调用方可能还需要它查 biz.* 表）。
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ETL 连接在 yield 后自动关闭。
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"""
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etl_conn = _get_etl_connection(site_id)
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try:
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with etl_conn.cursor() as cur:
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cur.execute("BEGIN")
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cur.execute("SET LOCAL app.current_site_id = %s", (str(site_id),))
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yield cur
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etl_conn.commit()
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finally:
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etl_conn.close()
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def get_member_info(
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conn: Any, site_id: int, member_ids: list[int]
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) -> dict[int, dict]:
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"""
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批量查询会员信息（昵称、手机号）。
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⚠️ DQ-6: 通过 member_id 查询 app.v_dim_member，取 scd2_is_current=1，
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禁止使用 settlement_head.member_phone/member_name。
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返回 {member_id: {"nickname": str, "mobile": str}} 映射。
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"""
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if not member_ids:
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return {}
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result: dict[int, dict] = {}
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with _fdw_context(conn, site_id) 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 app.v_dim_member
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WHERE member_id = ANY(%s) AND scd2_is_current = 1
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""",
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(member_ids,),
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)
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for row in cur.fetchall():
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result[row[0]] = {"nickname": row[1], "mobile": row[2]}
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return result
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def get_member_balance(
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conn: Any, site_id: int, member_ids: list[int]
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) -> dict[int, Decimal]:
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"""
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批量查询会员储值卡余额。
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⚠️ DQ-7: 通过 tenant_member_id 关联 app.v_dim_member_card_account，
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取 scd2_is_current=1，禁止使用 settlement_head.member_card_type_name。
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返回 {member_id: balance} 映射。
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"""
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if not member_ids:
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return {}
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result: dict[int, Decimal] = {}
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with _fdw_context(conn, site_id) as cur:
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cur.execute(
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"""
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SELECT tenant_member_id AS member_id, balance
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FROM app.v_dim_member_card_account
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WHERE tenant_member_id = ANY(%s) AND scd2_is_current = 1
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""",
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(member_ids,),
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)
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for row in cur.fetchall():
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result[row[0]] = Decimal(str(row[1])) if row[1] is not None else Decimal("0")
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return result
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def get_last_visit_days(
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conn: Any, site_id: int, member_ids: list[int]
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) -> dict[int, int | None]:
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"""
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批量查询客户距上次到店天数。
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来源: app.v_dwd_assistant_service_log。
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废单排除: is_delete = 0（RLS 视图使用 is_delete 而非 is_trash）。
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时间字段: create_time（对应 design.md 中的 settle_time）。
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会员字段: tenant_member_id（对应 design.md 中的 member_id）。
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返回 {member_id: days_since_visit} 映射，无记录的会员不在结果中。
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"""
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if not member_ids:
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return {}
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result: dict[int, int | None] = {}
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with _fdw_context(conn, site_id) as cur:
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cur.execute(
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"""
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SELECT tenant_member_id,
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CURRENT_DATE - MAX(create_time::date) AS days_since_visit
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FROM app.v_dwd_assistant_service_log
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WHERE tenant_member_id = ANY(%s) AND is_delete = 0
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GROUP BY tenant_member_id
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""",
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(member_ids,),
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)
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for row in cur.fetchall():
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result[row[0]] = row[1]
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return result
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def get_salary_calc(
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conn: Any, site_id: int, assistant_id: int, year: int, month: int
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) -> dict | None:
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"""
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查询助教绩效/档位/收入数据。
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来源: app.v_dws_assistant_salary_calc。
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列名映射:
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salary_month (date, 存储为 YYYY-MM-01) → calc_month
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assistant_level_name → coach_level
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tier_id → tier_index
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base_hours → basic_hours
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effective_hours → total_hours
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gross_salary → total_income
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base_course_price → basic_rate
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bonus_course_price → incentive_rate
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sprint_bonus → bonus_money
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base_income → assistant_pd_money_total
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bonus_income → assistant_cx_money_total
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不存在的字段使用默认值:
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tier_nodes → [] | total_customers → 0
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next_tier_* → 0 | tier_completed → False
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返回包含档位、工时、收入等字段的 dict，无数据时返回 None。
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"""
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# salary_month 是 date 类型，存储为每月 1 号
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calc_month = f"{year}-{month:02d}-01"
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with _fdw_context(conn, site_id) as cur:
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cur.execute(
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"""
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SELECT salary_month,
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assistant_level_name,
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tier_id,
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base_hours,
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bonus_hours,
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effective_hours,
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gross_salary,
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base_course_price,
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bonus_course_price,
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sprint_bonus,
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base_income,
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bonus_income,
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room_hours,
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room_income,
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total_course_income,
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total_bonus
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FROM app.v_dws_assistant_salary_calc
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WHERE assistant_id = %s AND salary_month = %s::date
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""",
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(assistant_id, calc_month),
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)
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row = cur.fetchone()
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if not row:
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return None
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return {
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"calc_month": str(row[0]) if row[0] else calc_month,
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"coach_level": row[1] or "",
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"tier_index": row[2] or 0,
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# 视图无 tier_nodes，由 coach_service._build_tier_nodes() 从 cfg_performance_tier 读取
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"tier_nodes": [],
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"basic_hours": float(row[3]) if row[3] is not None else 0.0,
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"bonus_hours": float(row[4]) if row[4] is not None else 0.0,
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"total_hours": float(row[5]) if row[5] is not None else 0.0,
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"total_income": float(row[6]) if row[6] is not None else 0.0,
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# 视图无 total_customers，需要从服务记录单独统计
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"total_customers": 0,
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"basic_rate": float(row[7]) if row[7] is not None else 0.0,
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"incentive_rate": float(row[8]) if row[8] is not None else 0.0,
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# 视图无 next_tier 信息，由 coach_service 从 tier_nodes 推算
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"next_tier_basic_rate": 0.0,
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"next_tier_incentive_rate": 0.0,
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"next_tier_hours": 0.0,
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"tier_completed": False,
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"bonus_money": float(row[9]) if row[9] is not None else 0.0,
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"assistant_pd_money_total": float(row[10]) if row[10] is not None else 0.0,
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"assistant_cx_money_total": float(row[11]) if row[11] is not None else 0.0,
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# 额外字段：视图中有但 design.md 未列出，保留供后续使用
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"room_hours": float(row[12]) if row[12] is not None else 0.0,
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"room_income": float(row[13]) if row[13] is not None else 0.0,
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"total_course_income": float(row[14]) if row[14] is not None else 0.0,
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"total_bonus": float(row[15]) if row[15] is not None else 0.0,
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}
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def get_performance_tiers(
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conn: Any, site_id: int
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) -> list[dict]:
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"""
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查询当前有效的绩效档位配置。
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来源: app.v_cfg_performance_tier（RLS 视图）。
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按 tier_level 升序返回，仅包含当前日期有效的档位。
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⚠️ feiqiu-data-rules 规则 6: 绩效档位必须从配置表读取，禁止硬编码。
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返回 [{tier_id, tier_code, tier_name, tier_level, min_hours, max_hours}, ...]。
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"""
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with _fdw_context(conn, site_id) as cur:
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cur.execute(
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"""
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SELECT tier_id, tier_code, tier_name, tier_level,
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min_hours, max_hours
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FROM app.v_cfg_performance_tier
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WHERE effective_from <= CURRENT_DATE
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AND effective_to >= CURRENT_DATE
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ORDER BY tier_level
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"""
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)
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rows = cur.fetchall()
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return [
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{
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"tier_id": r[0],
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"tier_code": r[1],
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"tier_name": r[2],
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"tier_level": r[3],
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"min_hours": float(r[4]) if r[4] is not None else 0.0,
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"max_hours": float(r[5]) if r[5] is not None else None,
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}
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for r in rows
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]
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def get_level_map(conn: Any, site_id: int) -> dict[int, str]:
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"""
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从 cfg_assistant_level_price 动态读取 level_code → level_name 映射。
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⚠️ feiqiu-data-rules 规则 6: 等级名称必须从配置表读取，禁止硬编码。
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返回 {8: "助教管理", 10: "初级", 20: "中级", 30: "高级", 40: "星级"}。
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查询失败时返回空 dict（调用方应优雅降级）。
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"""
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try:
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with _fdw_context(conn, site_id) as cur:
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cur.execute(
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"""
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SELECT DISTINCT level_code, level_name
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FROM app.v_cfg_assistant_level_price
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WHERE effective_from <= CURRENT_DATE
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AND effective_to >= CURRENT_DATE
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ORDER BY level_code
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"""
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)
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return {row[0]: row[1] for row in cur.fetchall()}
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except Exception:
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return {}
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def get_service_records(
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conn: Any,
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site_id: int,
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assistant_id: int,
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year: int,
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month: int,
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limit: int,
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offset: int,
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) -> list[dict]:
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"""
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查询助教服务记录明细。
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来源: app.v_dwd_assistant_service_log。
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列名映射:
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assistant_service_id → id
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site_assistant_id → assistant_id（WHERE 过滤用）
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tenant_member_id → member_id
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is_delete = 0 → 废单排除（RLS 视图用 is_delete 而非 is_trash）
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create_time → settle_time
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start_use_time → start_time
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last_use_time → end_time
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income_seconds / 3600.0 → service_hours
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real_use_seconds / 3600.0 → service_hours_raw
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ledger_amount → income（items_sum 口径）
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skill_name → course_type
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⚠️ DQ-6: 客户姓名通过 tenant_member_id LEFT JOIN v_dim_member (scd2_is_current=1)。
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返回按 create_time DESC 排序的记录列表。
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"""
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start_date = f"{year}-{month:02d}-01"
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if month == 12:
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end_date = f"{year + 1}-01-01"
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else:
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end_date = f"{year}-{month + 1:02d}-01"
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records: list[dict] = []
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with _fdw_context(conn, site_id) as cur:
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cur.execute(
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"""
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SELECT sl.assistant_service_id,
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dm.nickname AS customer_name,
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sl.tenant_member_id,
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sl.create_time,
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sl.start_use_time,
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sl.last_use_time,
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sl.income_seconds / 3600.0 AS service_hours,
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sl.real_use_seconds / 3600.0 AS service_hours_raw,
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sl.skill_name,
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sl.site_table_id,
|
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sl.ledger_amount AS income
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FROM app.v_dwd_assistant_service_log sl
|
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LEFT JOIN app.v_dim_member dm
|
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ON sl.tenant_member_id = dm.member_id
|
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AND dm.scd2_is_current = 1
|
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WHERE sl.site_assistant_id = %s AND sl.is_delete = 0
|
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AND sl.create_time >= %s::timestamptz
|
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AND sl.create_time < %s::timestamptz
|
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ORDER BY sl.create_time DESC
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LIMIT %s OFFSET %s
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""",
|
||
(assistant_id, start_date, end_date, limit, offset),
|
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)
|
||
for row in cur.fetchall():
|
||
records.append({
|
||
"id": row[0],
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"customer_name": row[1],
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"member_id": row[2],
|
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"settle_time": row[3],
|
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"start_time": row[4],
|
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"end_time": row[5],
|
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"service_hours": float(row[6]) if row[6] is not None else 0.0,
|
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"service_hours_raw": float(row[7]) if row[7] is not None else 0.0,
|
||
"course_type": row[8],
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"table_name": str(row[9]) if row[9] is not None else None,
|
||
"income": float(row[10]) if row[10] is not None else 0.0,
|
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# is_estimate 不存在于视图中，默认 False
|
||
"is_estimate": False,
|
||
})
|
||
|
||
return records
|
||
|
||
|
||
def get_service_records_for_task(
|
||
conn: Any,
|
||
site_id: int,
|
||
assistant_id: int,
|
||
member_id: int,
|
||
limit: int,
|
||
) -> list[dict]:
|
||
"""
|
||
查询特定客户的服务记录（TASK-2 用）。
|
||
|
||
类似 get_service_records，但按 tenant_member_id 过滤，不限月份范围。
|
||
⚠️ 废单排除: WHERE is_delete = 0。
|
||
⚠️ DQ-6: 客户姓名通过 tenant_member_id LEFT JOIN v_dim_member (scd2_is_current=1)。
|
||
|
||
返回按 create_time DESC 排序的记录列表，最多 limit 条。
|
||
"""
|
||
records: list[dict] = []
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT sl.assistant_service_id,
|
||
dm.nickname AS customer_name,
|
||
sl.tenant_member_id,
|
||
sl.create_time,
|
||
sl.start_use_time,
|
||
sl.last_use_time,
|
||
sl.income_seconds / 3600.0 AS service_hours,
|
||
sl.real_use_seconds / 3600.0 AS service_hours_raw,
|
||
sl.skill_name,
|
||
sl.site_table_id,
|
||
sl.ledger_amount AS income
|
||
FROM app.v_dwd_assistant_service_log sl
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON sl.tenant_member_id = dm.member_id
|
||
AND dm.scd2_is_current = 1
|
||
WHERE sl.site_assistant_id = %s
|
||
AND sl.tenant_member_id = %s
|
||
AND sl.is_delete = 0
|
||
ORDER BY sl.create_time DESC
|
||
LIMIT %s
|
||
""",
|
||
(assistant_id, member_id, limit),
|
||
)
|
||
for row in cur.fetchall():
|
||
records.append({
|
||
"id": row[0],
|
||
"customer_name": row[1],
|
||
"member_id": row[2],
|
||
"settle_time": row[3],
|
||
"start_time": row[4],
|
||
"end_time": row[5],
|
||
"service_hours": float(row[6]) if row[6] is not None else 0.0,
|
||
"service_hours_raw": float(row[7]) if row[7] is not None else 0.0,
|
||
"course_type": row[8],
|
||
"table_name": str(row[9]) if row[9] is not None else None,
|
||
"income": float(row[10]) if row[10] is not None else 0.0,
|
||
"is_estimate": False,
|
||
})
|
||
|
||
return records
|
||
|
||
|
||
def get_consumption_60d(
|
||
conn: Any, site_id: int, member_id: int
|
||
) -> Decimal | None:
|
||
"""
|
||
查询客户近 60 天消费金额。
|
||
|
||
来源: app.v_dwd_assistant_service_log。
|
||
⚠️ DWD-DOC 规则 1: 使用 ledger_amount（items_sum 口径）。
|
||
⚠️ 废单排除: is_delete = 0。
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT COALESCE(SUM(ledger_amount), 0)
|
||
FROM app.v_dwd_assistant_service_log
|
||
WHERE tenant_member_id = %s
|
||
AND is_delete = 0
|
||
AND create_time >= (CURRENT_DATE - INTERVAL '60 days')::timestamptz
|
||
""",
|
||
(member_id,),
|
||
)
|
||
row = cur.fetchone()
|
||
return Decimal(str(row[0])) if row and row[0] is not None else None
|
||
|
||
|
||
def get_relation_index(
|
||
conn: Any, site_id: int, member_id: int
|
||
) -> list[dict]:
|
||
"""
|
||
查询客户与助教的关系指数列表。
|
||
|
||
来源: app.v_dws_member_assistant_relation_index。
|
||
返回按 relation_index 降序排列的列表。
|
||
"""
|
||
records: list[dict] = []
|
||
# CHANGE 2026-03-19 | 修正列名：实际视图列为 assistant_id/rs_display/session_count/total_duration_minutes
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT assistant_id,
|
||
rs_display AS relation_index,
|
||
session_count AS service_count,
|
||
total_duration_minutes / 60.0 AS total_hours
|
||
FROM app.v_dws_member_assistant_relation_index
|
||
WHERE member_id = %s
|
||
ORDER BY rs_display DESC
|
||
""",
|
||
(member_id,),
|
||
)
|
||
for row in cur.fetchall():
|
||
records.append({
|
||
"assistant_id": row[0],
|
||
"relation_index": float(row[1]) if row[1] is not None else 0.0,
|
||
"service_count": row[2] or 0,
|
||
"total_hours": float(row[3]) if row[3] is not None else 0.0,
|
||
"total_income": 0.0,
|
||
})
|
||
return records
|
||
|
||
|
||
def get_consumption_records(
|
||
conn: Any, site_id: int, member_id: int, limit: int, offset: int
|
||
) -> list[dict]:
|
||
"""
|
||
查询客户消费记录（CUST-1 consumptionRecords 用）。
|
||
|
||
来源: app.v_dwd_assistant_service_log + v_dim_assistant。
|
||
⚠️ DWD-DOC 规则 1: totalAmount 使用 ledger_amount。
|
||
⚠️ DWD-DOC 规则 2: coaches fee 使用 assistant_pd_money / assistant_cx_money。
|
||
⚠️ 废单排除: is_delete = 0。
|
||
⚠️ 正向交易: settle_type IN (1, 3)。
|
||
⚠️ DQ-6: 助教姓名通过 v_dim_assistant 获取。
|
||
"""
|
||
records: list[dict] = []
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT sl.assistant_service_id AS id,
|
||
sl.create_time AS settle_time,
|
||
sl.start_use_time AS start_time,
|
||
sl.last_use_time AS end_time,
|
||
sl.income_seconds / 3600.0 AS service_hours,
|
||
sl.ledger_amount AS total_amount,
|
||
sl.skill_name AS course_type,
|
||
sl.site_table_id AS table_id,
|
||
sl.site_assistant_id AS assistant_id,
|
||
COALESCE(da.real_name, da.nickname, '') AS assistant_name,
|
||
da.level AS assistant_level,
|
||
sl.table_charge_money,
|
||
sl.goods_money,
|
||
sl.assistant_pd_money,
|
||
sl.assistant_cx_money,
|
||
sl.settle_type
|
||
FROM app.v_dwd_assistant_service_log sl
|
||
LEFT JOIN app.v_dim_assistant da
|
||
ON sl.site_assistant_id = da.assistant_id
|
||
AND da.scd2_is_current = 1
|
||
WHERE sl.tenant_member_id = %s
|
||
AND sl.is_delete = 0
|
||
AND sl.settle_type IN (1, 3)
|
||
ORDER BY sl.create_time DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(member_id, limit, offset),
|
||
)
|
||
for row in cur.fetchall():
|
||
records.append({
|
||
"id": str(row[0]) if row[0] else "",
|
||
"settle_time": row[1],
|
||
"start_time": row[2],
|
||
"end_time": row[3],
|
||
"service_hours": float(row[4]) if row[4] is not None else 0.0,
|
||
"total_amount": float(row[5]) if row[5] is not None else 0.0,
|
||
"course_type": row[6] or "",
|
||
"table_id": row[7],
|
||
"assistant_id": row[8],
|
||
"assistant_name": row[9] or "",
|
||
"level": row[10] or "",
|
||
"table_charge_money": float(row[11]) if row[11] is not None else 0.0,
|
||
"goods_money": float(row[12]) if row[12] is not None else 0.0,
|
||
"assistant_pd_money": float(row[13]) if row[13] is not None else 0.0,
|
||
"assistant_cx_money": float(row[14]) if row[14] is not None else 0.0,
|
||
"settle_type": row[15],
|
||
})
|
||
return records
|
||
|
||
|
||
def get_total_service_count(
|
||
conn: Any, site_id: int, member_id: int
|
||
) -> int:
|
||
"""
|
||
查询客户累计服务总次数（跨所有月份）。
|
||
|
||
来源: app.v_dwd_assistant_service_log。
|
||
⚠️ 废单排除: is_delete = 0。
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT COUNT(*)
|
||
FROM app.v_dwd_assistant_service_log
|
||
WHERE tenant_member_id = %s AND is_delete = 0
|
||
""",
|
||
(member_id,),
|
||
)
|
||
row = cur.fetchone()
|
||
return row[0] if row else 0
|
||
|
||
|
||
def get_coach_60d_stats(
|
||
conn: Any, site_id: int, assistant_id: int, member_id: int
|
||
) -> dict:
|
||
"""
|
||
查询特定助教对特定客户的近 60 天统计。
|
||
|
||
来源: app.v_dwd_assistant_service_log。
|
||
⚠️ 废单排除: is_delete = 0。
|
||
返回 {service_count, total_hours, avg_hours}。
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT COUNT(*) AS service_count,
|
||
COALESCE(SUM(income_seconds / 3600.0), 0) AS total_hours,
|
||
CASE WHEN COUNT(*) > 0
|
||
THEN SUM(income_seconds / 3600.0) / COUNT(*)
|
||
ELSE 0 END AS avg_hours
|
||
FROM app.v_dwd_assistant_service_log
|
||
WHERE site_assistant_id = %s
|
||
AND tenant_member_id = %s
|
||
AND is_delete = 0
|
||
AND create_time >= (CURRENT_DATE - INTERVAL '60 days')::timestamptz
|
||
""",
|
||
(assistant_id, member_id),
|
||
)
|
||
row = cur.fetchone()
|
||
if not row:
|
||
return {"service_count": 0, "total_hours": 0.0, "avg_hours": 0.0}
|
||
return {
|
||
"service_count": row[0] or 0,
|
||
"total_hours": float(row[1]) if row[1] is not None else 0.0,
|
||
"avg_hours": float(row[2]) if row[2] is not None else 0.0,
|
||
}
|
||
|
||
|
||
def get_customer_service_records(
|
||
conn: Any,
|
||
site_id: int,
|
||
member_id: int,
|
||
year: int,
|
||
month: int,
|
||
table: str | None,
|
||
limit: int,
|
||
offset: int,
|
||
) -> tuple[list[dict], int]:
|
||
"""
|
||
查询客户按月服务记录（CUST-2 用）。
|
||
|
||
来源: app.v_dwd_assistant_service_log + v_dim_assistant。
|
||
⚠️ DQ-6: 助教姓名通过 v_dim_assistant 获取。
|
||
⚠️ DWD-DOC 规则 1: income 使用 ledger_amount。
|
||
⚠️ 废单排除: is_delete = 0。
|
||
返回 (records, total_count)。
|
||
"""
|
||
start_date = f"{year}-{month:02d}-01"
|
||
if month == 12:
|
||
end_date = f"{year + 1}-01-01"
|
||
else:
|
||
end_date = f"{year}-{month + 1:02d}-01"
|
||
|
||
base_where = """
|
||
sl.tenant_member_id = %s
|
||
AND sl.is_delete = 0
|
||
AND sl.create_time >= %s::timestamptz
|
||
AND sl.create_time < %s::timestamptz
|
||
"""
|
||
params: list = [member_id, start_date, end_date]
|
||
if table:
|
||
base_where += " AND sl.site_table_id::text = %s"
|
||
params.append(table)
|
||
|
||
records: list[dict] = []
|
||
total_count = 0
|
||
with _fdw_context(conn, site_id) as cur:
|
||
# 总数查询
|
||
cur.execute(
|
||
f"SELECT COUNT(*) FROM app.v_dwd_assistant_service_log sl WHERE {base_where}",
|
||
params,
|
||
)
|
||
row = cur.fetchone()
|
||
total_count = row[0] if row else 0
|
||
|
||
# 分页记录查询
|
||
cur.execute(
|
||
f"""
|
||
SELECT sl.assistant_service_id AS id,
|
||
sl.create_time,
|
||
sl.start_use_time,
|
||
sl.last_use_time,
|
||
sl.income_seconds / 3600.0 AS service_hours,
|
||
sl.real_use_seconds / 3600.0 AS service_hours_raw,
|
||
sl.ledger_amount AS income,
|
||
sl.skill_name AS course_type,
|
||
sl.site_table_id,
|
||
COALESCE(da.real_name, da.nickname, '') AS assistant_name
|
||
FROM app.v_dwd_assistant_service_log sl
|
||
LEFT JOIN app.v_dim_assistant da
|
||
ON sl.site_assistant_id = da.assistant_id
|
||
AND da.scd2_is_current = 1
|
||
WHERE {base_where}
|
||
ORDER BY sl.create_time DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
params + [limit, offset],
|
||
)
|
||
for row in cur.fetchall():
|
||
records.append({
|
||
"id": str(row[0]) if row[0] else "",
|
||
"create_time": row[1],
|
||
"start_time": row[2],
|
||
"end_time": row[3],
|
||
"service_hours": float(row[4]) if row[4] is not None else 0.0,
|
||
"service_hours_raw": float(row[5]) if row[5] is not None else 0.0,
|
||
"income": float(row[6]) if row[6] is not None else 0.0,
|
||
"course_type": row[7] or "",
|
||
"table_id": row[8],
|
||
"assistant_name": row[9] or "",
|
||
})
|
||
return records, total_count
|
||
|
||
|
||
def get_assistant_info(
|
||
conn: Any, site_id: int, assistant_id: int
|
||
) -> dict | None:
|
||
"""
|
||
查询助教基本信息。
|
||
|
||
来源: app.v_dim_assistant。
|
||
返回 {name, avatar, level, skills, hire_date} 或 None。
|
||
"""
|
||
# CHANGE 2026-03-19 | 修正列名：v_dim_assistant 实际列为 real_name/nickname/level(int)/entry_time
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT assistant_id,
|
||
COALESCE(real_name, nickname, '') AS name,
|
||
level,
|
||
entry_time AS hire_date
|
||
FROM app.v_dim_assistant
|
||
WHERE assistant_id = %s AND scd2_is_current = 1
|
||
""",
|
||
(assistant_id,),
|
||
)
|
||
row = cur.fetchone()
|
||
if not row:
|
||
return None
|
||
# CHANGE 2026-03-19 | feiqiu-data-rules 规则 6: 等级名称从配置表动态读取
|
||
level_map = get_level_map(conn, site_id)
|
||
return {
|
||
"id": row[0],
|
||
"name": row[1] or "",
|
||
"level": level_map.get(row[2], "") if row[2] else "",
|
||
"hire_date": str(row[3]) if row[3] else None,
|
||
# 视图中无 avatar/skills/work_years，使用默认值
|
||
"avatar": "",
|
||
"skills": [],
|
||
"work_years": 0.0,
|
||
}
|
||
|
||
|
||
def get_salary_calc_multi_months(
|
||
conn: Any, site_id: int, assistant_id: int, months: list[str]
|
||
) -> dict[str, dict]:
|
||
"""
|
||
批量查询多个月份的绩效数据。
|
||
|
||
来源: app.v_dws_assistant_salary_calc。
|
||
months 格式: ["2026-03-01", "2026-02-01", ...]
|
||
返回 {month_str: {effective_hours, gross_salary, base_income, bonus_income}}。
|
||
"""
|
||
if not months:
|
||
return {}
|
||
|
||
result: dict[str, dict] = {}
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT salary_month,
|
||
effective_hours,
|
||
gross_salary,
|
||
base_income,
|
||
bonus_income
|
||
FROM app.v_dws_assistant_salary_calc
|
||
WHERE assistant_id = %s
|
||
AND salary_month = ANY(%s::date[])
|
||
ORDER BY salary_month DESC
|
||
""",
|
||
(assistant_id, months),
|
||
)
|
||
for row in cur.fetchall():
|
||
month_key = str(row[0])
|
||
result[month_key] = {
|
||
"effective_hours": float(row[1]) if row[1] is not None else 0.0,
|
||
"gross_salary": float(row[2]) if row[2] is not None else 0.0,
|
||
"base_income": float(row[3]) if row[3] is not None else 0.0,
|
||
"bonus_income": float(row[4]) if row[4] is not None else 0.0,
|
||
}
|
||
return result
|
||
|
||
|
||
def get_monthly_customer_count(
|
||
conn: Any, site_id: int, assistant_id: int, months: list[str]
|
||
) -> dict[str, int]:
|
||
"""
|
||
批量查询各月不重复客户数。
|
||
|
||
来源: app.v_dwd_assistant_service_log。
|
||
COUNT(DISTINCT tenant_member_id)，过滤 is_delete = 0。
|
||
months 格式: ["2026-03-01", "2026-02-01", ...]
|
||
返回 {month_str: customer_count}。
|
||
"""
|
||
if not months:
|
||
return {}
|
||
|
||
# 计算整体时间范围
|
||
sorted_months = sorted(months)
|
||
start_date = sorted_months[0]
|
||
# 最后一个月的下个月
|
||
last = sorted_months[-1]
|
||
last_parts = last.split("-")
|
||
y, m = int(last_parts[0]), int(last_parts[1])
|
||
if m == 12:
|
||
end_date = f"{y + 1}-01-01"
|
||
else:
|
||
end_date = f"{y}-{m + 1:02d}-01"
|
||
|
||
result: dict[str, int] = {}
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT DATE_TRUNC('month', create_time)::date AS month,
|
||
COUNT(DISTINCT tenant_member_id) AS customer_count
|
||
FROM app.v_dwd_assistant_service_log
|
||
WHERE site_assistant_id = %s
|
||
AND is_delete = 0
|
||
AND create_time >= %s::timestamptz
|
||
AND create_time < %s::timestamptz
|
||
GROUP BY DATE_TRUNC('month', create_time)::date
|
||
""",
|
||
(assistant_id, start_date, end_date),
|
||
)
|
||
for row in cur.fetchall():
|
||
result[str(row[0])] = row[1]
|
||
return result
|
||
|
||
|
||
def get_coach_top_customers(
|
||
conn: Any, site_id: int, assistant_id: int, limit: int = 20
|
||
) -> list[dict]:
|
||
"""
|
||
查询助教 TOP 客户（按服务次数降序）。
|
||
|
||
来源: app.v_dwd_assistant_service_log + v_dim_member + v_dim_member_card_account。
|
||
⚠️ DQ-6: 客户姓名通过 tenant_member_id JOIN v_dim_member。
|
||
⚠️ DQ-7: 余额通过 tenant_member_id JOIN v_dim_member_card_account。
|
||
⚠️ DWD-DOC 规则 1: consume 使用 ledger_amount（items_sum 口径）。
|
||
⚠️ 废单排除: is_delete = 0。
|
||
"""
|
||
records: list[dict] = []
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT sl.tenant_member_id AS member_id,
|
||
dm.nickname AS customer_name,
|
||
COUNT(*) AS service_count,
|
||
COALESCE(SUM(sl.ledger_amount), 0) AS total_consume,
|
||
mca.balance AS customer_balance
|
||
FROM app.v_dwd_assistant_service_log sl
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON sl.tenant_member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
LEFT JOIN app.v_dim_member_card_account mca
|
||
ON sl.tenant_member_id = mca.tenant_member_id AND mca.scd2_is_current = 1
|
||
WHERE sl.site_assistant_id = %s
|
||
AND sl.is_delete = 0
|
||
GROUP BY sl.tenant_member_id, dm.nickname, mca.balance
|
||
ORDER BY service_count DESC
|
||
LIMIT %s
|
||
""",
|
||
(assistant_id, limit),
|
||
)
|
||
for row in cur.fetchall():
|
||
records.append({
|
||
"member_id": row[0],
|
||
"customer_name": row[1] or "",
|
||
"service_count": row[2] or 0,
|
||
"total_consume": float(row[3]) if row[3] is not None else 0.0,
|
||
"customer_balance": float(row[4]) if row[4] is not None else 0.0,
|
||
})
|
||
return records
|
||
|
||
|
||
def get_coach_service_records(
|
||
conn: Any,
|
||
site_id: int,
|
||
assistant_id: int,
|
||
limit: int = 20,
|
||
offset: int = 0,
|
||
) -> list[dict]:
|
||
"""
|
||
查询助教近期服务记录（COACH-1 serviceRecords 用）。
|
||
|
||
来源: app.v_dwd_assistant_service_log + v_dim_member。
|
||
⚠️ DQ-6: 客户姓名通过 tenant_member_id JOIN v_dim_member。
|
||
⚠️ DWD-DOC 规则 1: income 使用 ledger_amount。
|
||
⚠️ 废单排除: is_delete = 0。
|
||
"""
|
||
records: list[dict] = []
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT sl.assistant_service_id AS id,
|
||
sl.tenant_member_id AS member_id,
|
||
dm.nickname AS customer_name,
|
||
sl.create_time,
|
||
sl.income_seconds / 3600.0 AS service_hours,
|
||
sl.ledger_amount AS income,
|
||
sl.skill_name AS course_type,
|
||
sl.site_table_id AS table_id
|
||
FROM app.v_dwd_assistant_service_log sl
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON sl.tenant_member_id = dm.member_id
|
||
AND dm.scd2_is_current = 1
|
||
WHERE sl.site_assistant_id = %s
|
||
AND sl.is_delete = 0
|
||
ORDER BY sl.create_time DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(assistant_id, limit, offset),
|
||
)
|
||
for row in cur.fetchall():
|
||
records.append({
|
||
"id": row[0],
|
||
"member_id": row[1],
|
||
"customer_name": row[2] or "",
|
||
"create_time": row[3],
|
||
"service_hours": float(row[4]) if row[4] is not None else 0.0,
|
||
"income": float(row[5]) if row[5] is not None else 0.0,
|
||
"course_type": row[6] or "",
|
||
"table_id": row[7],
|
||
})
|
||
return records
|
||
|
||
# ---------------------------------------------------------------------------
|
||
# BOARD-1 助教看板 FDW 查询
|
||
# ---------------------------------------------------------------------------
|
||
|
||
|
||
def get_all_assistants(
|
||
conn: Any, site_id: int, skill_filter: str = "all"
|
||
) -> list[dict]:
|
||
"""
|
||
查询门店全部助教列表（BOARD-1 用）。
|
||
|
||
CHANGE 2026-03-19 | P1 修复：通过 LEFT JOIN v_dws_assistant_project_tag 获取技能标签，
|
||
支持 skill_filter 筛选（chinese/snooker/mahjong/karaoke/all）。
|
||
category_code 映射：BILLIARD→chinese, SNOOKER→snooker, MAHJONG→mahjong, KTV→karaoke。
|
||
"""
|
||
# CHANGE 2026-03-19 | feiqiu-data-rules 规则 6: 等级名称从配置表动态读取
|
||
_skill_to_category = {
|
||
"chinese": "BILLIARD",
|
||
"snooker": "SNOOKER",
|
||
"mahjong": "MAHJONG",
|
||
"karaoke": "KTV",
|
||
}
|
||
_category_to_skill = {v: k for k, v in _skill_to_category.items()}
|
||
|
||
level_map = get_level_map(conn, site_id)
|
||
records: list[dict] = []
|
||
with _fdw_context(conn, site_id) as cur:
|
||
# 筛选条件：如果指定了技能，只返回被标记的助教
|
||
filter_clause = ""
|
||
params: tuple = ()
|
||
if skill_filter != "all" and skill_filter in _skill_to_category:
|
||
filter_clause = """
|
||
AND da.assistant_id IN (
|
||
SELECT apt.assistant_id
|
||
FROM app.v_dws_assistant_project_tag apt
|
||
WHERE apt.category_code = %s AND apt.is_tagged = true
|
||
)
|
||
"""
|
||
params = (_skill_to_category[skill_filter],)
|
||
|
||
cur.execute(
|
||
f"""
|
||
SELECT da.assistant_id,
|
||
COALESCE(da.real_name, da.nickname, '') AS name,
|
||
da.level,
|
||
array_agg(DISTINCT apt.category_code) FILTER (WHERE apt.is_tagged = true) AS skills
|
||
FROM app.v_dim_assistant da
|
||
LEFT JOIN app.v_dws_assistant_project_tag apt
|
||
ON da.assistant_id = apt.assistant_id
|
||
WHERE da.scd2_is_current = 1
|
||
{filter_clause}
|
||
GROUP BY da.assistant_id, da.real_name, da.nickname, da.level
|
||
ORDER BY da.assistant_id
|
||
""",
|
||
params,
|
||
)
|
||
for row in cur.fetchall():
|
||
skill_codes = row[3] if row[3] else []
|
||
skill_labels = [_category_to_skill.get(c, c) for c in skill_codes if c]
|
||
records.append({
|
||
"assistant_id": row[0],
|
||
"name": row[1] or "",
|
||
"skill": ",".join(skill_labels) if skill_labels else "",
|
||
"level": level_map.get(row[2], "") if row[2] else "",
|
||
})
|
||
return records
|
||
|
||
|
||
def get_salary_calc_batch(
|
||
conn: Any,
|
||
site_id: int,
|
||
assistant_ids: list[int],
|
||
start_date: str,
|
||
end_date: str,
|
||
) -> dict[int, dict]:
|
||
"""
|
||
批量查询助教绩效数据（BOARD-1 perf/salary 维度用）。
|
||
|
||
来源: app.v_dws_assistant_salary_calc。
|
||
按 assistant_id 分组，对日期范围内的月份数据聚合。
|
||
|
||
⚠️ DWD-DOC 规则 1: 收入使用 items_sum 口径（gross_salary 对应 items_sum）
|
||
⚠️ DWD-DOC 规则 2: 费用使用 base_income (assistant_pd_money) + bonus_income (assistant_cx_money)
|
||
|
||
返回 {assistant_id: {effective_hours, gross_salary, base_income, bonus_income}}。
|
||
"""
|
||
if not assistant_ids:
|
||
return {}
|
||
|
||
result: dict[int, dict] = {}
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT assistant_id,
|
||
SUM(effective_hours) AS effective_hours,
|
||
SUM(gross_salary) AS gross_salary,
|
||
SUM(base_income) AS base_income,
|
||
SUM(bonus_income) AS bonus_income,
|
||
MAX(assistant_level_name) AS level_name
|
||
FROM app.v_dws_assistant_salary_calc
|
||
WHERE assistant_id = ANY(%s)
|
||
AND salary_month >= %s::date
|
||
AND salary_month <= %s::date
|
||
GROUP BY assistant_id
|
||
""",
|
||
(assistant_ids, start_date, end_date),
|
||
)
|
||
for row in cur.fetchall():
|
||
result[row[0]] = {
|
||
"effective_hours": float(row[1]) if row[1] is not None else 0.0,
|
||
"gross_salary": float(row[2]) if row[2] is not None else 0.0,
|
||
"base_income": float(row[3]) if row[3] is not None else 0.0,
|
||
"bonus_income": float(row[4]) if row[4] is not None else 0.0,
|
||
"level_name": row[5] or "",
|
||
}
|
||
return result
|
||
|
||
|
||
def get_top_customers_for_coaches(
|
||
conn: Any, site_id: int, assistant_ids: list[int]
|
||
) -> dict[int, list[str]]:
|
||
"""
|
||
批量查询助教 Top 3 客户（按亲密度降序，BOARD-1 用）。
|
||
|
||
来源: app.v_dws_member_assistant_relation_index + app.v_dim_member。
|
||
⚠️ DQ-6: 客户姓名通过 member_id JOIN v_dim_member，取 scd2_is_current=1。
|
||
⚠️ 亲密度 emoji 四级映射: > 8.5 → 💖, > 7 → 🧡, > 5 → 💛, ≤ 5 → 💙。
|
||
|
||
返回 {assistant_id: ["💖 王先生", "💛 李女士", ...]}，每个助教最多 3 个。
|
||
"""
|
||
if not assistant_ids:
|
||
return {}
|
||
|
||
result: dict[int, list[str]] = {aid: [] for aid in assistant_ids}
|
||
with _fdw_context(conn, site_id) as cur:
|
||
# 使用窗口函数取每个助教的 Top 3
|
||
cur.execute(
|
||
"""
|
||
WITH ranked AS (
|
||
SELECT ri.assistant_id,
|
||
ri.rs_display,
|
||
dm.nickname,
|
||
ROW_NUMBER() OVER (
|
||
PARTITION BY ri.assistant_id
|
||
ORDER BY ri.rs_display DESC
|
||
) AS rn
|
||
FROM app.v_dws_member_assistant_relation_index ri
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON ri.member_id = dm.member_id
|
||
AND dm.scd2_is_current = 1
|
||
WHERE ri.assistant_id = ANY(%s)
|
||
)
|
||
SELECT assistant_id, rs_display, nickname
|
||
FROM ranked
|
||
WHERE rn <= 3
|
||
ORDER BY assistant_id, rn
|
||
""",
|
||
(assistant_ids,),
|
||
)
|
||
for row in cur.fetchall():
|
||
aid = row[0]
|
||
rs = float(row[1]) if row[1] is not None else 0.0
|
||
name = row[2] or "未知"
|
||
emoji = _rs_emoji(rs)
|
||
result[aid].append(f"{emoji} {name}")
|
||
return result
|
||
|
||
|
||
def _rs_emoji(rs_display: float) -> str:
|
||
"""亲密度 emoji 四级映射。"""
|
||
if rs_display > 8.5:
|
||
return "💖"
|
||
if rs_display > 7:
|
||
return "🧡"
|
||
if rs_display > 5:
|
||
return "💛"
|
||
return "💙"
|
||
|
||
|
||
def get_coach_sv_data(
|
||
conn: Any,
|
||
site_id: int,
|
||
assistant_ids: list[int],
|
||
start_date: str,
|
||
end_date: str,
|
||
) -> dict[int, dict]:
|
||
"""
|
||
批量查询助教储值维度数据（BOARD-1 sv 维度用）。
|
||
|
||
CHANGE 2026-03-19 | P0 修复：原查询使用 v_dws_assistant_monthly_summary 的
|
||
total_ledger_amount（总消费额）冒充储值金额，口径完全错误。
|
||
改为使用 v_dws_assistant_recharge_commission（助教储值提成明细表），
|
||
正确取 recharge_amount（储值金额）和 commission_amount（提成金额）。
|
||
|
||
返回 {assistant_id: {sv_amount, sv_customer_count, sv_consume}}。
|
||
"""
|
||
if not assistant_ids:
|
||
return {}
|
||
|
||
result: dict[int, dict] = {}
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT assistant_id,
|
||
COALESCE(SUM(recharge_amount), 0) AS sv_amount,
|
||
COUNT(DISTINCT recharge_order_id) AS sv_customer_count,
|
||
COALESCE(SUM(commission_amount), 0) AS sv_consume
|
||
FROM app.v_dws_assistant_recharge_commission
|
||
WHERE assistant_id = ANY(%s)
|
||
AND commission_month >= %s::date
|
||
AND commission_month <= %s::date
|
||
GROUP BY assistant_id
|
||
""",
|
||
(assistant_ids, start_date, end_date),
|
||
)
|
||
for row in cur.fetchall():
|
||
result[row[0]] = {
|
||
"sv_amount": float(row[1]),
|
||
"sv_customer_count": int(row[2]),
|
||
"sv_consume": float(row[3]),
|
||
}
|
||
return result
|
||
|
||
|
||
# ---------------------------------------------------------------------------
|
||
# BOARD-2 客户看板 FDW 查询（8 维度 + 批量助教查询）
|
||
# ---------------------------------------------------------------------------
|
||
|
||
|
||
def _project_filter_clause(project: str) -> tuple[str, tuple]:
|
||
"""
|
||
生成项目筛选 SQL 片段（用于 BOARD-2 会员维度查询）。
|
||
|
||
CHANGE 2026-03-19 | P1 修复：通过 v_dws_member_project_tag 子查询实现项目筛选。
|
||
project 参数映射：chinese→BILLIARD, snooker→SNOOKER, mahjong→MAHJONG, karaoke→KTV。
|
||
返回 (sql_fragment, params)，sql_fragment 以 AND 开头，可直接拼入 WHERE 子句。
|
||
"""
|
||
_project_to_category = {
|
||
"chinese": "BILLIARD",
|
||
"snooker": "SNOOKER",
|
||
"mahjong": "MAHJONG",
|
||
"karaoke": "KTV",
|
||
}
|
||
if project == "all" or project not in _project_to_category:
|
||
return "", ()
|
||
category_code = _project_to_category[project]
|
||
clause = """
|
||
AND vd.member_id IN (
|
||
SELECT mpt.member_id
|
||
FROM app.v_dws_member_project_tag mpt
|
||
WHERE mpt.category_code = %s AND mpt.is_tagged = true
|
||
)
|
||
"""
|
||
return clause, (category_code,)
|
||
|
||
|
||
def get_customer_board_recall(
|
||
conn: Any, site_id: int, project: str, page: int, page_size: int
|
||
) -> dict:
|
||
"""
|
||
BOARD-2 recall 维度：召回指数排行。
|
||
|
||
来源: app.v_dws_member_winback_index + app.v_dim_member。
|
||
CHANGE 2026-03-20 | 修正列名映射：
|
||
ideal_days → ideal_interval_days, wbi_score → display_score,
|
||
elapsed_days → CURRENT_DATE - last_visit_time::date (计算列),
|
||
overdue_days → elapsed_days - ideal_interval_days (计算列),
|
||
visits_30d 不存在（有 visits_14d/visits_60d），用 visits_14d 近似,
|
||
balance_amount → balance (v_dim_member_card_account)
|
||
⚠️ DQ-6: 客户姓名通过 member_id JOIN v_dim_member。
|
||
⚠️ DQ-7: 余额通过 JOIN v_dim_member_card_account。
|
||
按 display_score 降序，LIMIT/OFFSET 分页。
|
||
"""
|
||
proj_clause, proj_params = _project_filter_clause(project)
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
# 总数
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(*)
|
||
FROM app.v_dws_member_winback_index wi
|
||
WHERE 1=1 {proj_clause}
|
||
""",
|
||
proj_params,
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
# 分页数据
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
f"""
|
||
SELECT wi.member_id,
|
||
dm.nickname,
|
||
wi.ideal_interval_days,
|
||
CURRENT_DATE - wi.last_visit_time::date AS elapsed_days,
|
||
(CURRENT_DATE - wi.last_visit_time::date) - COALESCE(wi.ideal_interval_days, 0) AS overdue_days,
|
||
wi.visits_14d,
|
||
wi.display_score,
|
||
COALESCE(ca.balance, 0) AS balance
|
||
FROM app.v_dws_member_winback_index wi
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON wi.member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
LEFT JOIN app.v_dim_member_card_account ca
|
||
ON wi.member_id = ca.tenant_member_id AND ca.scd2_is_current = 1
|
||
WHERE 1=1 {proj_clause}
|
||
ORDER BY wi.display_score DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(*proj_params, page_size, offset),
|
||
)
|
||
items = []
|
||
for row in cur.fetchall():
|
||
items.append({
|
||
"member_id": row[0],
|
||
"name": row[1] or "",
|
||
"ideal_days": row[2] or 0,
|
||
"elapsed_days": row[3] or 0,
|
||
"overdue_days": row[4] or 0,
|
||
"visits_30d": row[5] or 0, # 实际为 visits_14d 近似
|
||
"recall_index": float(row[6]) if row[6] is not None else 0.0,
|
||
"balance": float(row[7]) if row[7] is not None else 0.0,
|
||
})
|
||
|
||
return {"items": items, "total": total, "page": page, "page_size": page_size}
|
||
|
||
|
||
def _derive_potential_tags(
|
||
level_score: float | None,
|
||
speed_score: float | None,
|
||
stability_score: float | None,
|
||
) -> list[str]:
|
||
"""从三维分数派生潜力标签（display_score 均为 0-100 区间）。"""
|
||
tags = []
|
||
threshold = 60.0
|
||
if level_score is not None and float(level_score) >= threshold:
|
||
tags.append("high_level")
|
||
if speed_score is not None and float(speed_score) >= threshold:
|
||
tags.append("fast_growth")
|
||
if stability_score is not None and float(stability_score) >= threshold:
|
||
tags.append("stable")
|
||
return tags
|
||
|
||
|
||
def get_customer_board_potential(
|
||
conn: Any, site_id: int, project: str, page: int, page_size: int
|
||
) -> dict:
|
||
"""
|
||
BOARD-2 potential 维度：消费潜力指数排行。
|
||
|
||
CHANGE 2026-03-19 | P0 修复：v_dws_member_spending_power_index 已通过 FDW 可用，
|
||
替换空列表降级为实际查询。按 display_score 降序排列。
|
||
会员信息通过 member_id JOIN v_dim_member（DQ-6 规则）。
|
||
项目筛选通过 v_dws_member_project_tag 子查询。
|
||
"""
|
||
proj_clause, proj_params = _project_filter_clause(project)
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
# 计数（带项目筛选）
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(*)
|
||
FROM app.v_dws_member_spending_power_index spi
|
||
WHERE 1=1
|
||
{f"AND spi.member_id IN (SELECT member_id FROM app.v_dws_member_project_tag WHERE category_code = %s AND is_tagged = true)" if proj_params else ""}
|
||
""",
|
||
proj_params,
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
f"""
|
||
SELECT spi.member_id,
|
||
dm.nickname,
|
||
spi.spend_30,
|
||
spi.visit_days_30,
|
||
spi.avg_ticket_90,
|
||
spi.display_score,
|
||
spi.score_level_display,
|
||
spi.score_speed_display,
|
||
spi.score_stability_display
|
||
FROM app.v_dws_member_spending_power_index spi
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON spi.member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
WHERE 1=1
|
||
{f"AND spi.member_id IN (SELECT member_id FROM app.v_dws_member_project_tag WHERE category_code = %s AND is_tagged = true)" if proj_params else ""}
|
||
ORDER BY spi.display_score DESC NULLS LAST
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(*proj_params, page_size, offset),
|
||
)
|
||
items = []
|
||
for row in cur.fetchall():
|
||
items.append({
|
||
"member_id": row[0],
|
||
"name": row[1] or "",
|
||
"spend_30d": float(row[2]) if row[2] is not None else 0.0,
|
||
"avg_visits": int(row[3]) if row[3] is not None else 0,
|
||
"avg_spend": float(row[4]) if row[4] is not None else 0.0,
|
||
"potential_score": float(row[5]) if row[5] is not None else 0.0,
|
||
"potential_tags": _derive_potential_tags(row[6], row[7], row[8]),
|
||
})
|
||
|
||
return {"items": items, "total": total, "page": page, "page_size": page_size}
|
||
|
||
|
||
def get_customer_board_balance(
|
||
conn: Any, site_id: int, project: str, page: int, page_size: int
|
||
) -> dict:
|
||
"""
|
||
BOARD-2 balance 维度：余额排行。
|
||
|
||
来源: app.v_dim_member_card_account + app.v_dim_member。
|
||
CHANGE 2026-03-20 | 修正列名：balance_amount → balance,
|
||
last_visit_date/monthly_consume 从 v_dws_member_consumption_summary 获取
|
||
（实际列为 days_since_last, consume_amount_60d）。
|
||
⚠️ DQ-7: 余额通过 tenant_member_id JOIN，取 scd2_is_current=1。
|
||
按 balance 降序。
|
||
"""
|
||
proj_clause, proj_params = _project_filter_clause(project)
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(*)
|
||
FROM app.v_dim_member_card_account ca
|
||
WHERE ca.scd2_is_current = 1 {proj_clause}
|
||
""",
|
||
proj_params,
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
f"""
|
||
SELECT ca.tenant_member_id AS member_id,
|
||
dm.nickname,
|
||
ca.balance,
|
||
vd.days_since_last,
|
||
vd.consume_amount_60d
|
||
FROM app.v_dim_member_card_account ca
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON ca.tenant_member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
LEFT JOIN app.v_dws_member_consumption_summary vd
|
||
ON ca.tenant_member_id = vd.member_id
|
||
WHERE ca.scd2_is_current = 1 {proj_clause}
|
||
ORDER BY ca.balance DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(*proj_params, page_size, offset),
|
||
)
|
||
items = []
|
||
for row in cur.fetchall():
|
||
items.append({
|
||
"member_id": row[0],
|
||
"name": row[1] or "",
|
||
"balance": float(row[2]) if row[2] is not None else 0.0,
|
||
"last_visit_date": row[3], # days_since_last (int)
|
||
"monthly_consume": float(row[4]) if row[4] is not None else 0.0,
|
||
})
|
||
|
||
return {"items": items, "total": total, "page": page, "page_size": page_size}
|
||
|
||
|
||
def get_customer_board_recharge(
|
||
conn: Any, site_id: int, project: str, page: int, page_size: int
|
||
) -> dict:
|
||
"""
|
||
BOARD-2 recharge 维度：充值记录排行。
|
||
|
||
来源: app.v_dwd_recharge_order + app.v_dim_member_card_account。
|
||
CHANGE 2026-03-20 | 修正列名：
|
||
recharge_date → pay_time, recharge_amount → pay_amount,
|
||
balance_amount → balance (v_dim_member_card_account)
|
||
按 last_recharge_date (MAX(pay_time::date)) 降序。
|
||
"""
|
||
proj_clause, proj_params = _project_filter_clause(project)
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(DISTINCT ro.member_id)
|
||
FROM app.v_dwd_recharge_order ro
|
||
WHERE 1=1 {proj_clause}
|
||
""",
|
||
proj_params,
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
f"""
|
||
SELECT ro.member_id,
|
||
dm.nickname,
|
||
MAX(ro.pay_time::date) AS last_recharge_date,
|
||
SUM(ro.pay_amount) AS recharge_amount,
|
||
COUNT(*) FILTER (
|
||
WHERE ro.pay_time >= CURRENT_DATE - INTERVAL '60 days'
|
||
) AS recharges_60d,
|
||
COALESCE(ca.balance, 0) AS current_balance
|
||
FROM app.v_dwd_recharge_order ro
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON ro.member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
LEFT JOIN app.v_dim_member_card_account ca
|
||
ON ro.member_id = ca.tenant_member_id AND ca.scd2_is_current = 1
|
||
WHERE 1=1 {proj_clause}
|
||
GROUP BY ro.member_id, dm.nickname, ca.balance
|
||
ORDER BY MAX(ro.pay_time::date) DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(*proj_params, page_size, offset),
|
||
)
|
||
items = []
|
||
for row in cur.fetchall():
|
||
items.append({
|
||
"member_id": row[0],
|
||
"name": row[1] or "",
|
||
"last_recharge_date": row[2],
|
||
"recharge_amount": float(row[3]) if row[3] is not None else 0.0,
|
||
"recharges_60d": row[4] or 0,
|
||
"current_balance": float(row[5]) if row[5] is not None else 0.0,
|
||
})
|
||
|
||
return {"items": items, "total": total, "page": page, "page_size": page_size}
|
||
|
||
|
||
def get_customer_board_recent(
|
||
conn: Any, site_id: int, project: str, page: int, page_size: int
|
||
) -> dict:
|
||
"""
|
||
BOARD-2 recent 维度：最近到店排行。
|
||
|
||
CHANGE 2026-03-19 | P2 修复：ideal_days 从 v_dws_member_winback_index.ideal_interval_days 获取，
|
||
不再硬编码为 0。来源: v_dws_member_visit_detail + v_dim_member + v_dws_member_winback_index。
|
||
按 last_visit_date 降序。
|
||
"""
|
||
proj_clause, proj_params = _project_filter_clause(project)
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(DISTINCT vd.member_id)
|
||
FROM app.v_dws_member_visit_detail vd
|
||
WHERE 1=1 {proj_clause}
|
||
""",
|
||
proj_params,
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
f"""
|
||
WITH member_agg AS (
|
||
SELECT vd.member_id,
|
||
MAX(vd.visit_date) AS last_visit_date,
|
||
COUNT(*) AS total_visits,
|
||
COUNT(*) FILTER (WHERE vd.visit_date >= CURRENT_DATE - INTERVAL '30 days') AS visits_30d,
|
||
AVG(vd.total_consume) AS avg_spend
|
||
FROM app.v_dws_member_visit_detail vd
|
||
WHERE 1=1 {proj_clause}
|
||
GROUP BY vd.member_id
|
||
)
|
||
SELECT ma.member_id,
|
||
dm.nickname,
|
||
ma.last_visit_date,
|
||
ma.total_visits,
|
||
COALESCE(wi.ideal_interval_days, 0) AS ideal_days,
|
||
ma.visits_30d,
|
||
ma.avg_spend
|
||
FROM member_agg ma
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON ma.member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
LEFT JOIN app.v_dws_member_winback_index wi
|
||
ON ma.member_id = wi.member_id
|
||
ORDER BY ma.last_visit_date DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(*proj_params, page_size, offset),
|
||
)
|
||
items = []
|
||
for row in cur.fetchall():
|
||
items.append({
|
||
"member_id": row[0],
|
||
"name": row[1] or "",
|
||
"last_visit_date": row[2],
|
||
"visit_freq": float(row[3]) if row[3] is not None else 0.0,
|
||
"ideal_days": float(row[4]) if row[4] is not None else 0.0,
|
||
"visits_30d": row[5] or 0,
|
||
"avg_spend": float(row[6]) if row[6] is not None else 0.0,
|
||
})
|
||
|
||
return {"items": items, "total": total, "page": page, "page_size": page_size}
|
||
|
||
|
||
def get_customer_board_spend60(
|
||
conn: Any, site_id: int, project: str, page: int, page_size: int
|
||
) -> dict:
|
||
"""
|
||
BOARD-2 spend60 维度：60 天消费额排行。
|
||
|
||
来源: app.v_dws_member_consumption_summary。
|
||
CHANGE 2026-03-20 | 修正列名：items_sum_60d → consume_amount_60d,
|
||
high_spend_tag/avg_spend 不存在，用 avg_ticket_amount 替代 avg_spend，
|
||
high_spend_tag 通过阈值计算。
|
||
按 consume_amount_60d 降序。
|
||
"""
|
||
proj_clause, proj_params = _project_filter_clause(project)
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(*)
|
||
FROM app.v_dws_member_consumption_summary cs
|
||
WHERE 1=1 {proj_clause}
|
||
""",
|
||
proj_params,
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
f"""
|
||
SELECT cs.member_id,
|
||
dm.nickname,
|
||
cs.consume_amount_60d,
|
||
cs.visit_count_60d,
|
||
cs.avg_ticket_amount
|
||
FROM app.v_dws_member_consumption_summary cs
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON cs.member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
WHERE 1=1 {proj_clause}
|
||
ORDER BY cs.consume_amount_60d DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(*proj_params, page_size, offset),
|
||
)
|
||
items = []
|
||
for row in cur.fetchall():
|
||
spend = float(row[2]) if row[2] is not None else 0.0
|
||
items.append({
|
||
"member_id": row[0],
|
||
"name": row[1] or "",
|
||
"spend_60d": spend,
|
||
"visits_60d": row[3] or 0,
|
||
"high_spend_tag": spend > 5000, # 视图无此列，按阈值计算
|
||
"avg_spend": float(row[4]) if row[4] is not None else 0.0,
|
||
})
|
||
|
||
return {"items": items, "total": total, "page": page, "page_size": page_size}
|
||
|
||
|
||
def get_customer_board_freq60(
|
||
conn: Any, site_id: int, project: str, page: int, page_size: int
|
||
) -> dict:
|
||
"""
|
||
BOARD-2 freq60 维度：60 天到店频次排行。
|
||
|
||
来源: app.v_dws_member_consumption_summary（汇总）+ app.v_dwd_assistant_service_log（周粒度）。
|
||
CHANGE 2026-03-20 | 修正列名：items_sum_60d → consume_amount_60d,
|
||
avg_interval_days 不存在，用 60/visit_count_60d 近似计算。
|
||
按 visit_count_60d 降序。
|
||
"""
|
||
proj_clause, proj_params = _project_filter_clause(project)
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(*)
|
||
FROM app.v_dws_member_consumption_summary cs
|
||
WHERE 1=1 {proj_clause}
|
||
""",
|
||
proj_params,
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
f"""
|
||
SELECT cs.member_id,
|
||
dm.nickname,
|
||
cs.visit_count_60d,
|
||
cs.consume_amount_60d
|
||
FROM app.v_dws_member_consumption_summary cs
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON cs.member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
WHERE 1=1 {proj_clause}
|
||
ORDER BY cs.visit_count_60d DESC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(*proj_params, page_size, offset),
|
||
)
|
||
items = []
|
||
member_ids = []
|
||
for row in cur.fetchall():
|
||
mid = row[0]
|
||
member_ids.append(mid)
|
||
visits = row[2] or 0
|
||
# avg_interval_days 不存在于视图，近似计算
|
||
avg_interval = round(60.0 / visits, 1) if visits > 0 else 0.0
|
||
items.append({
|
||
"member_id": mid,
|
||
"name": row[1] or "",
|
||
"visits_60d": visits,
|
||
"avg_interval_days": avg_interval,
|
||
"spend_60d": float(row[3]) if row[3] is not None else 0.0,
|
||
"weekly_visits": [], # 后续填充
|
||
})
|
||
|
||
# 批量查询 8 周到店数据
|
||
if member_ids:
|
||
weekly_map = _get_weekly_visits_batch(cur, member_ids)
|
||
for item in items:
|
||
item["weekly_visits"] = weekly_map.get(item["member_id"], _empty_weekly())
|
||
|
||
return {"items": items, "total": total, "page": page, "page_size": page_size}
|
||
|
||
|
||
def _get_weekly_visits_batch(cur: Any, member_ids: list[int]) -> dict[int, list[dict]]:
|
||
"""
|
||
批量查询客户最近 8 周的到店次数（用于 freq60 维度柱状图）。
|
||
|
||
来源: app.v_dwd_assistant_service_log，按 ISO 周分组。
|
||
返回 {member_id: [{val: int, pct: int}, ...]}，固定 8 个元素。
|
||
"""
|
||
cur.execute(
|
||
"""
|
||
WITH weekly AS (
|
||
SELECT tenant_member_id AS member_id,
|
||
DATE_TRUNC('week', create_time::date) AS week_start,
|
||
COUNT(*) AS cnt
|
||
FROM app.v_dwd_assistant_service_log
|
||
WHERE tenant_member_id = ANY(%s)
|
||
AND is_delete = 0
|
||
AND create_time >= CURRENT_DATE - INTERVAL '56 days'
|
||
GROUP BY tenant_member_id, DATE_TRUNC('week', create_time::date)
|
||
)
|
||
SELECT member_id, week_start, cnt
|
||
FROM weekly
|
||
ORDER BY member_id, week_start
|
||
""",
|
||
(member_ids,),
|
||
)
|
||
|
||
from collections import defaultdict
|
||
raw: dict[int, dict[str, int]] = defaultdict(dict)
|
||
for row in cur.fetchall():
|
||
raw[row[0]][str(row[1])] = row[2]
|
||
|
||
# 生成最近 8 周的周一日期
|
||
from datetime import date, timedelta
|
||
today = date.today()
|
||
this_monday = today - timedelta(days=today.weekday())
|
||
weeks = [this_monday - timedelta(weeks=i) for i in range(7, -1, -1)]
|
||
|
||
result: dict[int, list[dict]] = {}
|
||
for mid in member_ids:
|
||
vals = [raw.get(mid, {}).get(str(w), 0) for w in weeks]
|
||
max_val = max(vals) if vals else 0
|
||
weekly = []
|
||
for v in vals:
|
||
pct = round(v / max_val * 100) if max_val > 0 else 0
|
||
weekly.append({"val": v, "pct": pct})
|
||
result[mid] = weekly
|
||
|
||
return result
|
||
|
||
|
||
def _empty_weekly() -> list[dict]:
|
||
"""返回 8 个空周数据。"""
|
||
return [{"val": 0, "pct": 0}] * 8
|
||
|
||
|
||
def get_customer_board_loyal(
|
||
conn: Any, site_id: int, project: str, page: int, page_size: int
|
||
) -> dict:
|
||
"""
|
||
BOARD-2 loyal 维度：忠诚度排行。
|
||
|
||
来源: app.v_dws_member_assistant_relation_index。
|
||
按 max_rs（最高亲密度）降序。
|
||
"""
|
||
proj_clause, proj_params = _project_filter_clause(project)
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(DISTINCT ri.member_id)
|
||
FROM app.v_dws_member_assistant_relation_index ri
|
||
WHERE 1=1 {proj_clause}
|
||
""",
|
||
proj_params,
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
f"""
|
||
WITH member_top AS (
|
||
SELECT ri.member_id,
|
||
MAX(ri.rs_display) AS max_rs,
|
||
(ARRAY_AGG(ri.assistant_id ORDER BY ri.rs_display DESC))[1] AS top_assistant_id,
|
||
(ARRAY_AGG(ri.rs_display ORDER BY ri.rs_display DESC))[1] AS top_rs
|
||
FROM app.v_dws_member_assistant_relation_index ri
|
||
WHERE 1=1 {proj_clause}
|
||
GROUP BY ri.member_id
|
||
ORDER BY MAX(ri.rs_display) DESC
|
||
LIMIT %s OFFSET %s
|
||
)
|
||
SELECT mt.member_id,
|
||
dm.nickname,
|
||
mt.max_rs,
|
||
mt.top_assistant_id,
|
||
mt.top_rs,
|
||
COALESCE(da.real_name, da.nickname, '') AS top_coach_name
|
||
FROM member_top mt
|
||
LEFT JOIN app.v_dim_member dm
|
||
ON mt.member_id = dm.member_id AND dm.scd2_is_current = 1
|
||
LEFT JOIN app.v_dim_assistant da
|
||
ON mt.top_assistant_id = da.assistant_id AND da.scd2_is_current = 1
|
||
ORDER BY mt.max_rs DESC
|
||
""",
|
||
(*proj_params, page_size, offset),
|
||
)
|
||
items = []
|
||
for row in cur.fetchall():
|
||
items.append({
|
||
"member_id": row[0],
|
||
"name": row[1] or "",
|
||
"intimacy": float(row[2]) if row[2] is not None else 0.0,
|
||
"top_assistant_id": row[3],
|
||
"top_coach_name": row[5] or "",
|
||
"top_coach_heart": float(row[4]) if row[4] is not None else 0.0,
|
||
})
|
||
|
||
return {"items": items, "total": total, "page": page, "page_size": page_size}
|
||
|
||
|
||
def get_customer_assistants(
|
||
conn: Any, site_id: int, member_ids: list[int]
|
||
) -> dict[int, list[dict]]:
|
||
"""
|
||
批量查询客户关联助教列表（BOARD-2 所有维度共用）。
|
||
|
||
来源: app.v_dws_member_assistant_relation_index + app.v_dim_assistant。
|
||
含亲密度计算，按 rs_display 降序。
|
||
|
||
返回 {member_id: [{name, cls, heart_score, badge, badge_cls}, ...]}。
|
||
"""
|
||
if not member_ids:
|
||
return {}
|
||
|
||
result: dict[int, list[dict]] = {mid: [] for mid in member_ids}
|
||
with _fdw_context(conn, site_id) as cur:
|
||
# CHANGE 2026-03-20 | v_dim_assistant 无 assistant_name/skill_name，
|
||
# 改用 COALESCE(real_name, nickname)，cls 暂返回空
|
||
cur.execute(
|
||
"""
|
||
SELECT ri.member_id,
|
||
COALESCE(da.real_name, da.nickname, '') AS assistant_name,
|
||
ri.rs_display
|
||
FROM app.v_dws_member_assistant_relation_index ri
|
||
LEFT JOIN app.v_dim_assistant da
|
||
ON ri.assistant_id = da.assistant_id AND da.scd2_is_current = 1
|
||
WHERE ri.member_id = ANY(%s)
|
||
ORDER BY ri.member_id, ri.rs_display DESC
|
||
""",
|
||
(member_ids,),
|
||
)
|
||
for row in cur.fetchall():
|
||
mid = row[0]
|
||
if mid in result:
|
||
result[mid].append({
|
||
"name": row[1] or "",
|
||
"cls": "", # v_dim_assistant 无 skill_name 列
|
||
"heart_score": float(row[2]) if row[2] is not None else 0.0,
|
||
})
|
||
|
||
return result
|
||
|
||
# ---------------------------------------------------------------------------
|
||
# BOARD-3 财务看板 FDW 查询（6 板块）
|
||
# ---------------------------------------------------------------------------
|
||
|
||
|
||
def get_finance_overview(
|
||
conn: Any, site_id: int, start_date: str, end_date: str
|
||
) -> dict:
|
||
"""
|
||
BOARD-3 经营一览：8 项核心指标（从财务日报聚合）。
|
||
|
||
来源: app.v_dws_finance_daily_summary。
|
||
CHANGE 2026-03-20 | 修正列名映射：
|
||
occurrence → gross_amount, discount → discount_total,
|
||
confirmed_revenue → confirmed_income,
|
||
cash_in → cash_inflow_total, cash_out → cash_outflow_total,
|
||
cash_balance → cash_balance_change
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT SUM(gross_amount) AS occurrence,
|
||
SUM(discount_total) AS discount,
|
||
CASE WHEN SUM(gross_amount) > 0
|
||
THEN SUM(discount_total) / SUM(gross_amount)
|
||
ELSE 0 END AS discount_rate,
|
||
SUM(confirmed_income) AS confirmed_revenue,
|
||
SUM(cash_inflow_total) AS cash_in,
|
||
SUM(cash_outflow_total) AS cash_out,
|
||
SUM(cash_balance_change) AS cash_balance,
|
||
CASE WHEN SUM(cash_inflow_total) > 0
|
||
THEN SUM(cash_balance_change) / SUM(cash_inflow_total)
|
||
ELSE 0 END AS balance_rate
|
||
FROM app.v_dws_finance_daily_summary
|
||
WHERE stat_date >= %s::date AND stat_date <= %s::date
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
row = cur.fetchone()
|
||
|
||
if not row or row[0] is None:
|
||
return {
|
||
"occurrence": 0.0, "discount": 0.0, "discount_rate": 0.0,
|
||
"confirmed_revenue": 0.0, "cash_in": 0.0, "cash_out": 0.0,
|
||
"cash_balance": 0.0, "balance_rate": 0.0,
|
||
}
|
||
|
||
return {
|
||
"occurrence": float(row[0]) if row[0] is not None else 0.0,
|
||
"discount": float(row[1]) if row[1] is not None else 0.0,
|
||
"discount_rate": float(row[2]) if row[2] is not None else 0.0,
|
||
"confirmed_revenue": float(row[3]) if row[3] is not None else 0.0,
|
||
"cash_in": float(row[4]) if row[4] is not None else 0.0,
|
||
"cash_out": float(row[5]) if row[5] is not None else 0.0,
|
||
"cash_balance": float(row[6]) if row[6] is not None else 0.0,
|
||
"balance_rate": float(row[7]) if row[7] is not None else 0.0,
|
||
}
|
||
|
||
|
||
def get_finance_recharge(
|
||
conn: Any, site_id: int, start_date: str, end_date: str
|
||
) -> dict:
|
||
"""
|
||
BOARD-3 预收资产：储值卡 5 指标 + 赠送卡 3×4 矩阵。
|
||
|
||
来源: app.v_dws_finance_recharge_summary。
|
||
CHANGE 2026-03-20 | 修正列名映射：
|
||
actual_income → recharge_cash, first_charge → first_recharge_cash,
|
||
renew_charge → renewal_cash, consumed → 不存在（暂返回 0）,
|
||
card_balance → cash_card_balance, all_card_balance → total_card_balance。
|
||
CHANGE 2026-07-22 | Prompt: gift-card-breakdown Task 7.1 | 直接原因: SQL 新增 6 个赠送卡细分字段 SUM 聚合
|
||
新增: gift_liquor_balance, gift_table_fee_balance, gift_voucher_balance,
|
||
gift_liquor_recharge, gift_table_fee_recharge, gift_voucher_recharge
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT SUM(recharge_cash) AS actual_income,
|
||
SUM(first_recharge_cash) AS first_charge,
|
||
SUM(renewal_cash) AS renew_charge,
|
||
SUM(cash_card_balance) AS card_balance,
|
||
SUM(total_card_balance) AS all_card_balance,
|
||
SUM(gift_card_balance) AS gift_balance_total,
|
||
SUM(gift_liquor_balance) AS gift_liquor_balance,
|
||
SUM(gift_table_fee_balance) AS gift_table_fee_balance,
|
||
SUM(gift_voucher_balance) AS gift_voucher_balance,
|
||
SUM(gift_liquor_recharge) AS gift_liquor_recharge,
|
||
SUM(gift_table_fee_recharge) AS gift_table_fee_recharge,
|
||
SUM(gift_voucher_recharge) AS gift_voucher_recharge
|
||
FROM app.v_dws_finance_recharge_summary
|
||
WHERE stat_date >= %s::date AND stat_date <= %s::date
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
row = cur.fetchone()
|
||
|
||
def _f(v):
|
||
return float(v) if v is not None else 0.0
|
||
|
||
if not row or row[0] is None:
|
||
return _empty_recharge_data()
|
||
|
||
gift_balance = _f(row[5])
|
||
# CHANGE 2026-07-22 | Prompt: gift-card-breakdown Task 7.2 | 直接原因: gift_rows 填充真实细分数据
|
||
gift_liquor_balance = _f(row[6])
|
||
gift_table_fee_balance = _f(row[7])
|
||
gift_voucher_balance = _f(row[8])
|
||
gift_liquor_recharge = _f(row[9])
|
||
gift_table_fee_recharge = _f(row[10])
|
||
gift_voucher_recharge = _f(row[11])
|
||
|
||
# CHANGE 2026-03-20 | gift_rows 每个 cell 必须是 GiftCell dict（{"value": float}），
|
||
# 不能是裸 float，否则 Pydantic ResponseValidationError
|
||
_gc = lambda v: {"value": v}
|
||
return {
|
||
"actual_income": _f(row[0]),
|
||
"first_charge": _f(row[1]),
|
||
"renew_charge": _f(row[2]),
|
||
"consumed": 0.0, # 视图无消耗列，暂返回 0
|
||
"card_balance": _f(row[3]),
|
||
"gift_rows": [
|
||
# 新增行：total = 三个细分之和（保证 total = liquor + table_fee + voucher 恒等）
|
||
{"label": "新增",
|
||
"total": _gc(gift_liquor_recharge + gift_table_fee_recharge + gift_voucher_recharge),
|
||
"liquor": _gc(gift_liquor_recharge),
|
||
"table_fee": _gc(gift_table_fee_recharge),
|
||
"voucher": _gc(gift_voucher_recharge)},
|
||
# 消费行：上游 API 仅提供消费总额，无法按卡类型拆分，细分列保持 0
|
||
{"label": "消费",
|
||
"total": _gc(0.0),
|
||
"liquor": _gc(0.0),
|
||
"table_fee": _gc(0.0),
|
||
"voucher": _gc(0.0)},
|
||
# 余额行：填充对应细分余额
|
||
{"label": "余额",
|
||
"total": _gc(gift_balance),
|
||
"liquor": _gc(gift_liquor_balance),
|
||
"table_fee": _gc(gift_table_fee_balance),
|
||
"voucher": _gc(gift_voucher_balance)},
|
||
],
|
||
"all_card_balance": _f(row[4]),
|
||
}
|
||
|
||
|
||
def _empty_recharge_data() -> dict:
|
||
"""预收资产空默认值。"""
|
||
_gc = lambda v: {"value": v}
|
||
empty_row = {"label": "", "total": _gc(0.0), "liquor": _gc(0.0), "table_fee": _gc(0.0), "voucher": _gc(0.0)}
|
||
return {
|
||
"actual_income": 0.0, "first_charge": 0.0, "renew_charge": 0.0,
|
||
"consumed": 0.0, "card_balance": 0.0,
|
||
"gift_rows": [
|
||
{**empty_row, "label": "新增"},
|
||
{**empty_row, "label": "消费"},
|
||
{**empty_row, "label": "余额"},
|
||
],
|
||
"all_card_balance": 0.0,
|
||
}
|
||
|
||
|
||
def get_finance_revenue(
|
||
conn: Any, site_id: int, start_date: str, end_date: str, area: str = "all"
|
||
) -> dict:
|
||
"""
|
||
BOARD-3 应计收入：收入结构 + 价格构成 + 优惠明细 + 渠道分布。
|
||
|
||
CHANGE 2026-03-19 | P0 修复：
|
||
1. structure_type='AREA' → is_sub=True（区域子行），'INCOME_TYPE' → is_sub=False（主行）
|
||
2. price_items 从 INCOME_TYPE 行提取
|
||
3. channel_items 从 v_dws_finance_daily_summary 聚合渠道支付数据
|
||
4. discount 按 discount_detail 总额均摊到 confirmed_total
|
||
⚠️ DWD-DOC 规则 2: 助教行使用 assistant_pd_money（陪打）+ assistant_cx_money（超休）。
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
# 收入结构主表（按 structure_type + category_code 分类）
|
||
cur.execute(
|
||
"""
|
||
SELECT structure_type, category_code, category_name,
|
||
SUM(income_amount) AS income_amount,
|
||
SUM(order_count) AS order_count,
|
||
SUM(duration_minutes) AS duration_minutes
|
||
FROM app.v_dws_finance_income_structure
|
||
WHERE stat_date >= %s::date AND stat_date <= %s::date
|
||
GROUP BY structure_type, category_code, category_name
|
||
ORDER BY structure_type, category_code
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
structure_rows = []
|
||
price_items = []
|
||
total_income = 0.0
|
||
for row in cur.fetchall():
|
||
s_type = row[0] or ""
|
||
amt = float(row[3]) if row[3] is not None else 0.0
|
||
is_sub = (s_type == "AREA")
|
||
# 只有主行（INCOME_TYPE）计入总收入，避免 AREA 子行重复计算
|
||
if not is_sub:
|
||
total_income += amt
|
||
price_items.append({
|
||
"label": row[2] or row[1] or "",
|
||
"amount": amt,
|
||
})
|
||
structure_rows.append({
|
||
"id": row[1] or "",
|
||
"name": row[2] or "",
|
||
"desc": None,
|
||
"is_sub": is_sub,
|
||
"amount": amt,
|
||
"discount": 0.0,
|
||
"booked": amt,
|
||
})
|
||
|
||
# 优惠明细
|
||
cur.execute(
|
||
"""
|
||
SELECT discount_type_code, discount_type_name,
|
||
SUM(discount_amount) AS amount
|
||
FROM app.v_dws_finance_discount_detail
|
||
WHERE stat_date >= %s::date AND stat_date <= %s::date
|
||
GROUP BY discount_type_code, discount_type_name
|
||
ORDER BY discount_type_code
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
discount_items = []
|
||
total_discount = 0.0
|
||
for row in cur.fetchall():
|
||
amt = float(row[2]) if row[2] is not None else 0.0
|
||
total_discount += amt
|
||
discount_items.append({
|
||
"label": row[1] or row[0] or "",
|
||
"amount": amt,
|
||
})
|
||
|
||
# 渠道分布（从 v_dws_finance_daily_summary 聚合）
|
||
cur.execute(
|
||
"""
|
||
SELECT COALESCE(SUM(cash_pay_amount), 0) AS cash_pay,
|
||
COALESCE(SUM(groupbuy_pay_amount), 0) AS groupbuy_pay,
|
||
COALESCE(SUM(cash_card_consume), 0) AS cash_card,
|
||
COALESCE(SUM(gift_card_consume), 0) AS gift_card,
|
||
COALESCE(SUM(platform_settlement_amount), 0) AS platform_pay
|
||
FROM app.v_dws_finance_daily_summary
|
||
WHERE stat_date >= %s::date AND stat_date <= %s::date
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
ch = cur.fetchone()
|
||
channel_items = []
|
||
if ch:
|
||
for label, val in [
|
||
("现金/扫码", ch[0]),
|
||
("团购核销", ch[1]),
|
||
("储值卡消费", ch[2]),
|
||
("赠送卡消费", ch[3]),
|
||
("平台结算", ch[4]),
|
||
]:
|
||
channel_items.append({
|
||
"label": label,
|
||
"amount": float(val) if val is not None else 0.0,
|
||
})
|
||
|
||
confirmed_total = total_income - abs(total_discount)
|
||
return {
|
||
"structure_rows": structure_rows,
|
||
"price_items": price_items,
|
||
"total_occurrence": total_income,
|
||
"discount_items": discount_items,
|
||
"confirmed_total": confirmed_total,
|
||
"channel_items": channel_items,
|
||
}
|
||
|
||
|
||
def get_finance_cashflow(
|
||
conn: Any, site_id: int, start_date: str, end_date: str
|
||
) -> dict:
|
||
"""
|
||
BOARD-3 现金流入：消费收款 + 充值收款。
|
||
|
||
来源: app.v_dws_finance_daily_summary（消费收款 + 充值收款字段均在财务日报中）。
|
||
CHANGE 2026-03-20 | 修正列名映射：
|
||
consume_cash_pay → cash_pay_amount,
|
||
consume_online_pay → groupbuy_pay_amount (团购核销),
|
||
consume_balance_pay → card_consume_total (储值卡消费),
|
||
recharge_income → recharge_cash_inflow (充值现金流入)
|
||
⚠️ DWD-DOC 规则 7: platform_settlement_amount 和 groupbuy_pay_amount 互斥。
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT SUM(cash_pay_amount) AS consume_cash,
|
||
SUM(groupbuy_pay_amount) AS consume_groupbuy,
|
||
SUM(card_consume_total) AS consume_card,
|
||
SUM(recharge_cash_inflow) AS recharge_income,
|
||
SUM(cash_inflow_total) AS total
|
||
FROM app.v_dws_finance_daily_summary
|
||
WHERE stat_date >= %s::date AND stat_date <= %s::date
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
row = cur.fetchone()
|
||
|
||
def _f(v):
|
||
return float(v) if v is not None else 0.0
|
||
|
||
if not row or row[0] is None:
|
||
return {
|
||
"consume_items": [
|
||
{"label": "现金收款", "amount": 0.0},
|
||
{"label": "团购核销", "amount": 0.0},
|
||
{"label": "储值卡消费", "amount": 0.0},
|
||
],
|
||
"recharge_items": [{"label": "充值收款", "amount": 0.0}],
|
||
"total": 0.0,
|
||
}
|
||
|
||
return {
|
||
"consume_items": [
|
||
{"label": "现金收款", "amount": _f(row[0])},
|
||
{"label": "团购核销", "amount": _f(row[1])},
|
||
{"label": "储值卡消费", "amount": _f(row[2])},
|
||
],
|
||
"recharge_items": [{"label": "充值收款", "amount": _f(row[3])}],
|
||
"total": _f(row[4]),
|
||
}
|
||
|
||
|
||
def get_finance_expense(
|
||
conn: Any, site_id: int, start_date: str, end_date: str
|
||
) -> dict:
|
||
"""
|
||
BOARD-3 现金流出：支出明细 4 子分组。
|
||
|
||
来源: app.v_dws_finance_expense_summary + app.v_dws_platform_settlement。
|
||
CHANGE 2026-03-20 | 修正列名映射：
|
||
expense_group → expense_category, expense_label → expense_type_name,
|
||
stat_date → expense_month (expense_summary),
|
||
stat_date → settlement_date (platform_settlement)
|
||
⚠️ DWD-DOC 规则 2: coachItems 中基础课使用 assistant_pd_money，激励课使用 assistant_cx_money。
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
# 支出汇总（日期列为 expense_month，分组列为 expense_category）
|
||
cur.execute(
|
||
"""
|
||
SELECT expense_category, expense_type_name,
|
||
SUM(expense_amount) AS amount
|
||
FROM app.v_dws_finance_expense_summary
|
||
WHERE expense_month >= %s::date AND expense_month <= %s::date
|
||
GROUP BY expense_category, expense_type_name
|
||
ORDER BY expense_category, expense_type_name
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
groups: dict[str, list[dict]] = {
|
||
"operation": [], "fixed": [], "coach": [], "platform": [],
|
||
}
|
||
total = 0.0
|
||
for row in cur.fetchall():
|
||
group = row[0] or "operation"
|
||
label = row[1] or ""
|
||
amt = float(row[2]) if row[2] is not None else 0.0
|
||
if group in groups:
|
||
groups[group].append({"label": label, "amount": amt})
|
||
total += amt
|
||
|
||
# 平台服务费（独立视图，日期列为 settlement_date）
|
||
cur.execute(
|
||
"""
|
||
SELECT platform_name, SUM(service_fee) AS fee
|
||
FROM app.v_dws_platform_settlement
|
||
WHERE settlement_date >= %s::date AND settlement_date <= %s::date
|
||
GROUP BY platform_name
|
||
ORDER BY platform_name
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
for row in cur.fetchall():
|
||
amt = float(row[1]) if row[1] is not None else 0.0
|
||
groups["platform"].append({"label": row[0] or "", "amount": amt})
|
||
total += amt
|
||
|
||
return {
|
||
"operation_items": groups["operation"],
|
||
"fixed_items": groups["fixed"],
|
||
"coach_items": groups["coach"],
|
||
"platform_items": groups["platform"],
|
||
"total": total,
|
||
}
|
||
|
||
|
||
def get_finance_coach_analysis(
|
||
conn: Any, site_id: int, start_date: str, end_date: str
|
||
) -> dict:
|
||
"""
|
||
BOARD-3 助教分析：按 assistant_level_name 分组聚合。
|
||
|
||
来源: app.v_dws_assistant_salary_calc。
|
||
返回 basic（基础课/陪打）+ incentive（激励课/超休）两个子表。
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT assistant_level_name AS level,
|
||
SUM(base_income) AS pd_pay,
|
||
SUM(bonus_income) AS cx_pay,
|
||
SUM(effective_hours) AS total_hours,
|
||
COUNT(DISTINCT assistant_id) AS coach_count
|
||
FROM app.v_dws_assistant_salary_calc
|
||
WHERE salary_month >= %s::date AND salary_month <= %s::date
|
||
GROUP BY assistant_level_name
|
||
ORDER BY assistant_level_name
|
||
""",
|
||
(start_date, end_date),
|
||
)
|
||
rows = cur.fetchall()
|
||
|
||
basic_rows = []
|
||
incentive_rows = []
|
||
total_pd = 0.0
|
||
total_cx = 0.0
|
||
total_hours = 0.0
|
||
|
||
for row in rows:
|
||
level = row[0] or ""
|
||
pd_pay = float(row[1]) if row[1] is not None else 0.0
|
||
cx_pay = float(row[2]) if row[2] is not None else 0.0
|
||
hours = float(row[3]) if row[3] is not None else 0.0
|
||
count = row[4] or 0
|
||
|
||
total_pd += pd_pay
|
||
total_cx += cx_pay
|
||
total_hours += hours
|
||
|
||
# 基础课（陪打）
|
||
pd_hourly = pd_pay / hours if hours > 0 else 0.0
|
||
basic_rows.append({
|
||
"level": level,
|
||
"pay": pd_pay,
|
||
"share": 0.0, # 服务层计算占比
|
||
"hourly": round(pd_hourly, 2),
|
||
})
|
||
|
||
# 激励课（超休）
|
||
cx_hourly = cx_pay / hours if hours > 0 else 0.0
|
||
incentive_rows.append({
|
||
"level": level,
|
||
"pay": cx_pay,
|
||
"share": 0.0,
|
||
"hourly": round(cx_hourly, 2),
|
||
})
|
||
|
||
# 计算占比
|
||
for r in basic_rows:
|
||
r["share"] = round(r["pay"] / total_pd * 100, 1) if total_pd > 0 else 0.0
|
||
for r in incentive_rows:
|
||
r["share"] = round(r["pay"] / total_cx * 100, 1) if total_cx > 0 else 0.0
|
||
|
||
avg_pd_hourly = round(total_pd / total_hours, 2) if total_hours > 0 else 0.0
|
||
avg_cx_hourly = round(total_cx / total_hours, 2) if total_hours > 0 else 0.0
|
||
|
||
return {
|
||
"basic": {
|
||
"total_pay": total_pd,
|
||
"total_share": 100.0 if total_pd > 0 else 0.0,
|
||
"avg_hourly": avg_pd_hourly,
|
||
"rows": basic_rows,
|
||
},
|
||
"incentive": {
|
||
"total_pay": total_cx,
|
||
"total_share": 100.0 if total_cx > 0 else 0.0,
|
||
"avg_hourly": avg_cx_hourly,
|
||
"rows": incentive_rows,
|
||
},
|
||
}
|
||
|
||
|
||
def get_skill_types(conn: Any, site_id: int) -> list[dict]:
|
||
"""
|
||
CONFIG-1: 查询技能类型配置。
|
||
|
||
来源: ETL cfg 表（app.v_cfg_skill_type 或类似配置视图）。
|
||
查询失败时由调用方降级返回空数组。
|
||
"""
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT skill_key, skill_label, emoji, css_cls
|
||
FROM app.v_cfg_skill_type
|
||
ORDER BY sort_order
|
||
"""
|
||
)
|
||
items = []
|
||
for row in cur.fetchall():
|
||
items.append({
|
||
"key": row[0] or "",
|
||
"label": row[1] or "",
|
||
"emoji": row[2] or "",
|
||
"cls": row[3] or "",
|
||
})
|
||
return items
|