484 lines
15 KiB
Python
484 lines
15 KiB
Python
# -*- coding: utf-8 -*-
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"""
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任务生成器（Task Generator）
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每日 4:00 运行，基于 WBI/NCI/RS 指数为每个助教生成/更新任务。
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本模块包含：
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- TaskPriority 枚举：任务类型优先级定义
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- TASK_TYPE_PRIORITY 映射：task_type 字符串 → 优先级
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- IndexData 数据类：客户-助教对的指数数据
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- determine_task_type()：根据指数确定任务类型（纯函数）
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- should_replace_task()：判断是否应替换现有任务（纯函数）
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- compute_heart_icon()：根据 RS 指数计算爱心 icon 档位（纯函数）
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"""
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from decimal import Decimal
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from dataclasses import dataclass
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from enum import IntEnum
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class TaskPriority(IntEnum):
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"""任务类型优先级，数值越小优先级越高。"""
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HIGH_PRIORITY_RECALL = 0
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PRIORITY_RECALL = 0
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FOLLOW_UP_VISIT = 1
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RELATIONSHIP_BUILDING = 2
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TASK_TYPE_PRIORITY: dict[str, TaskPriority] = {
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"high_priority_recall": TaskPriority.HIGH_PRIORITY_RECALL,
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"priority_recall": TaskPriority.PRIORITY_RECALL,
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"follow_up_visit": TaskPriority.FOLLOW_UP_VISIT,
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"relationship_building": TaskPriority.RELATIONSHIP_BUILDING,
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}
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@dataclass
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class IndexData:
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"""某客户-助教对的指数数据。"""
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site_id: int
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assistant_id: int
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member_id: int
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wbi: Decimal # 流失回赢指数
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nci: Decimal # 新客转化指数
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rs: Decimal # 关系强度指数
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has_active_recall: bool # 是否有活跃召回任务
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has_follow_up_note: bool # 召回完成后是否有回访备注
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def determine_task_type(index_data: IndexData) -> str | None:
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"""
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根据指数数据确定应生成的任务类型。
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优先级规则（高 → 低）：
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1. max(WBI, NCI) > 7 → high_priority_recall
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2. max(WBI, NCI) > 5 → priority_recall
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3. RS < 6 → relationship_building
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4. 不满足任何条件 → None（不生成任务）
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返回: task_type 字符串或 None
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"""
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priority_score = max(index_data.wbi, index_data.nci)
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if priority_score > 7:
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return "high_priority_recall"
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if priority_score > 5:
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return "priority_recall"
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if index_data.rs < 6:
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return "relationship_building"
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return None
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def should_replace_task(existing_type: str, new_type: str) -> bool:
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"""
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判断新任务类型是否应替换现有任务类型。
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规则：类型不同即替换，相同类型不替换。
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"""
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if existing_type == new_type:
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return False
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return True
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def compute_heart_icon(rs_score: Decimal) -> str:
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"""
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根据 RS 指数计算爱心 icon 档位。
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档位规则：
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- RS > 8.5 → 💖
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- 7 < RS ≤ 8.5 → 🧡
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- 5 < RS ≤ 7 → 💛
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- RS ≤ 5 → 💙
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"""
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if rs_score > Decimal("8.5"):
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return "💖"
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if rs_score > Decimal("7"):
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return "🧡"
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if rs_score > Decimal("5"):
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return "💛"
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return "💙"
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# ── run() 主流程 ──────────────────────────────────────────────
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import logging
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logger = logging.getLogger(__name__)
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def _get_connection():
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"""延迟导入 get_connection，避免纯函数测试时触发模块级导入失败。"""
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from app.database import get_connection
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return get_connection()
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def run() -> dict:
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"""
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任务生成器主流程。
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1. 通过 auth.user_assistant_binding 获取所有已绑定助教
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2. 对每个助教-客户对，通过 FDW 读取 WBI/NCI/RS 指数
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3. 调用 determine_task_type() 确定任务类型
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4. 检查已存在的 active 任务：相同 task_type → 跳过；
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不同 task_type → 关闭旧任务 + 创建新任务 + 记录 history
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5. 处理 follow_up_visit 的 48 小时滞留机制（expires_at 填充）
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6. 更新 trigger_jobs 时间戳
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返回: {"created": int, "replaced": int, "skipped": int}
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"""
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stats = {"created": 0, "replaced": 0, "skipped": 0}
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conn = _get_connection()
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try:
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# ── 1. 获取所有已绑定助教 ──
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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 site_id, assistant_id
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FROM auth.user_assistant_binding
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WHERE assistant_id IS NOT NULL
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"""
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)
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bindings = cur.fetchall()
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conn.commit()
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# ── 2. 逐助教处理 ──
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for site_id, assistant_id in bindings:
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try:
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_process_assistant(conn, site_id, assistant_id, stats)
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except Exception:
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logger.exception(
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"处理助教失败: site_id=%s, assistant_id=%s",
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site_id,
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assistant_id,
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)
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conn.rollback()
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# ── 6. 更新 trigger_jobs 时间戳 ──
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with conn.cursor() as cur:
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cur.execute(
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"""
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UPDATE biz.trigger_jobs
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SET last_run_at = NOW()
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WHERE job_name = 'task_generator'
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"""
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)
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conn.commit()
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finally:
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conn.close()
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logger.info(
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"任务生成器完成: created=%d, replaced=%d, skipped=%d",
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stats["created"],
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stats["replaced"],
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stats["skipped"],
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)
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return stats
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def _process_assistant(
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conn, site_id: int, assistant_id: int, stats: dict
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) -> None:
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"""处理单个助教下所有客户-助教对的任务生成。"""
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# 通过 FDW 读取该助教关联的客户指数数据
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# 需要 SET LOCAL app.current_site_id 以启用 RLS
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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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# 读取 WBI（流失回赢指数）
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cur.execute(
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"""
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SELECT member_id, COALESCE(display_score, 0)
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FROM fdw_etl.v_dws_member_winback_index
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"""
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)
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wbi_map = {row[0]: Decimal(str(row[1])) for row in cur.fetchall()}
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# 读取 NCI（新客转化指数）
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cur.execute(
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"""
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SELECT member_id, COALESCE(display_score, 0)
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FROM fdw_etl.v_dws_member_newconv_index
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"""
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)
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nci_map = {row[0]: Decimal(str(row[1])) for row in cur.fetchall()}
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# 读取 RS（关系强度指数）— 按 assistant_id 过滤
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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
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""",
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(assistant_id,),
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)
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rs_map = {row[0]: Decimal(str(row[1])) for row in cur.fetchall()}
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conn.commit()
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# 合并所有涉及的 member_id
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all_member_ids = set(wbi_map.keys()) | set(nci_map.keys()) | set(rs_map.keys())
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# 逐客户处理，每对独立事务
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for member_id in all_member_ids:
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try:
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_process_member_task(
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conn,
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site_id,
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assistant_id,
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member_id,
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wbi_map.get(member_id, Decimal("0")),
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nci_map.get(member_id, Decimal("0")),
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rs_map.get(member_id, Decimal("0")),
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stats,
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)
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except Exception:
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logger.exception(
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"处理客户任务失败: site_id=%s, assistant_id=%s, member_id=%s",
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site_id,
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assistant_id,
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member_id,
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)
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conn.rollback()
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def _process_member_task(
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conn,
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site_id: int,
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assistant_id: int,
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member_id: int,
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wbi: Decimal,
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nci: Decimal,
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rs: Decimal,
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stats: dict,
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) -> None:
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"""
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处理单个客户-助教对的任务生成/更新。
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每对独立事务，失败不影响其他。
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"""
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index_data = IndexData(
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site_id=site_id,
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assistant_id=assistant_id,
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member_id=member_id,
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wbi=wbi,
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nci=nci,
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rs=rs,
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# follow_up_visit 条件由外部传入；当前简化：不自动生成 follow_up_visit
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# （follow_up_visit 由召回完成检测器触发，不在 task_generator 主动生成）
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has_active_recall=True,
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has_follow_up_note=True,
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)
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new_task_type = determine_task_type(index_data)
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if new_task_type is None:
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# 不满足任何条件 → 检查是否有需要填充 expires_at 的 follow_up_visit
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_handle_no_task_condition(conn, site_id, assistant_id, member_id)
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stats["skipped"] += 1
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return
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priority_score = max(wbi, nci)
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with conn.cursor() as cur:
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cur.execute("BEGIN")
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# ── 4. 检查已存在的 active 任务 ──
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cur.execute(
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"""
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SELECT id, task_type, expires_at, created_at
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FROM biz.coach_tasks
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WHERE site_id = %s
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AND assistant_id = %s
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AND member_id = %s
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AND status = 'active'
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ORDER BY created_at DESC
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""",
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(site_id, assistant_id, member_id),
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)
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existing_tasks = cur.fetchall()
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# 检查是否已有相同 task_type 的 active 任务
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same_type_exists = any(row[1] == new_task_type for row in existing_tasks)
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if same_type_exists:
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# 相同 task_type → 跳过
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conn.commit()
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stats["skipped"] += 1
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return
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# 不同 task_type 的 active 任务 → 关闭旧任务 + 创建新任务
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for task_id, old_type, old_expires_at, old_created_at in existing_tasks:
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if should_replace_task(old_type, new_task_type):
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# 特殊处理：旧任务是 follow_up_visit → 填充 expires_at 而非直接 inactive
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if old_type == "follow_up_visit" and old_expires_at is None:
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# 需求 5.2: follow_up_visit 被高优先级任务顶替时，
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# 填充 expires_at = created_at + 48h，保持 active
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cur.execute(
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"""
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UPDATE biz.coach_tasks
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SET expires_at = created_at + INTERVAL '48 hours',
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updated_at = NOW()
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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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_insert_history(
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cur,
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task_id,
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action="expires_at_filled",
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old_status="active",
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new_status="active",
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old_task_type=old_type,
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new_task_type=old_type,
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detail={"reason": "higher_priority_task_created"},
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)
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else:
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# 关闭旧任务
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cur.execute(
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"""
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UPDATE biz.coach_tasks
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SET status = 'inactive', updated_at = NOW()
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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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_insert_history(
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cur,
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task_id,
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action="type_change_close",
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old_status="active",
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new_status="inactive",
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old_task_type=old_type,
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new_task_type=new_task_type,
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)
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stats["replaced"] += 1
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# ── 创建新任务 ──
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# follow_up_visit 生成时 expires_at = NULL（需求 4.1）
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expires_at_val = None
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# 需求 4.4: 若新任务是 follow_up_visit 且已存在有 expires_at 的旧 follow_up_visit
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# → 旧任务已在上面被标记为 inactive，新任务 expires_at = NULL
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cur.execute(
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"""
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INSERT INTO biz.coach_tasks
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(site_id, assistant_id, member_id, task_type, status,
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priority_score, expires_at, parent_task_id)
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VALUES (%s, %s, %s, %s, 'active', %s, %s, %s)
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RETURNING id
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""",
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(
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site_id,
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assistant_id,
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member_id,
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new_task_type,
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float(priority_score),
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expires_at_val,
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# parent_task_id: 关联最近被关闭的旧任务（如有）
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existing_tasks[0][0] if existing_tasks else None,
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),
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)
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new_task_id = cur.fetchone()[0]
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_insert_history(
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cur,
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new_task_id,
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action="created",
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old_status=None,
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new_status="active",
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old_task_type=existing_tasks[0][1] if existing_tasks else None,
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new_task_type=new_task_type,
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)
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stats["created"] += 1
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conn.commit()
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def _handle_no_task_condition(
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conn, site_id: int, assistant_id: int, member_id: int
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) -> None:
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"""
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当不满足任何任务生成条件时，检查是否有 follow_up_visit 需要填充 expires_at。
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需求 4.2: 当 follow_up_visit 的触发条件不再满足时，
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填充 expires_at = created_at + 48h。
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"""
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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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"""
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SELECT id, expires_at
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FROM biz.coach_tasks
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WHERE site_id = %s
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AND assistant_id = %s
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AND member_id = %s
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AND task_type = 'follow_up_visit'
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AND status = 'active'
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AND expires_at IS NULL
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""",
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(site_id, assistant_id, member_id),
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)
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rows = cur.fetchall()
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for task_id, _ in rows:
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cur.execute(
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"""
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UPDATE biz.coach_tasks
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SET expires_at = created_at + INTERVAL '48 hours',
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updated_at = NOW()
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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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_insert_history(
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cur,
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task_id,
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action="expires_at_filled",
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old_status="active",
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new_status="active",
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detail={"reason": "condition_no_longer_met"},
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)
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conn.commit()
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def _insert_history(
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cur,
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task_id: int,
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action: str,
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old_status: str | None = None,
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new_status: str | None = None,
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old_task_type: str | None = None,
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new_task_type: str | None = None,
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detail: dict | None = None,
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) -> None:
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"""在 coach_task_history 中记录变更。"""
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import json
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cur.execute(
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"""
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INSERT INTO biz.coach_task_history
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(task_id, action, old_status, new_status,
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old_task_type, new_task_type, detail)
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VALUES (%s, %s, %s, %s, %s, %s, %s)
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""",
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(
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task_id,
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action,
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old_status,
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new_status,
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old_task_type,
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new_task_type,
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json.dumps(detail) if detail else None,
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),
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)
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