661 lines
22 KiB
Python
661 lines
22 KiB
Python
# -*- coding: utf-8 -*-
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"""
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客户服务 —— CUST-1 客户详情、CUST-2 客户服务记录。
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数据来源：
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- ETL 直连（fdw_queries）：会员信息、余额、消费、关系指数、服务记录
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- 业务库（biz.*）：AI 缓存、维客线索、备注、助教任务
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⚠️ DWD-DOC 强制规则：
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- 规则 1: 金额使用 items_sum 口径（ledger_amount），禁止 consume_money
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- 规则 2: 助教费用使用 assistant_pd_money + assistant_cx_money，禁止 service_fee
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- DQ-6: 会员信息通过 member_id JOIN v_dim_member (scd2_is_current=1)
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- DQ-7: 余额通过 member_id JOIN v_dim_member_card_account (scd2_is_current=1)
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- 废单排除: is_delete = 0
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"""
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from __future__ import annotations
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import json
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import logging
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from fastapi import HTTPException
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from decimal import Decimal
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from app.services import fdw_queries
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from app.services.task_generator import compute_heart_icon
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logger = logging.getLogger(__name__)
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# ── 颜色/样式映射 ──────────────────────────────────────────
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LEVEL_COLOR_MAP = {
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"星级": "#FF6B6B",
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"高级": "#FFA726",
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"中级": "#42A5F5",
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"初级": "#66BB6A",
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}
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TASK_TYPE_MAP = {
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"follow_up_visit": {"label": "回访", "color": "#42A5F5", "bg_class": "bg-blue"},
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"high_priority_recall": {"label": "紧急召回", "color": "#FF6B6B", "bg_class": "bg-red"},
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"priority_recall": {"label": "优先召回", "color": "#FFA726", "bg_class": "bg-orange"},
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}
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LEVEL_BG_MAP = {
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"星级": "bg-red",
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"高级": "bg-orange",
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"中级": "bg-blue",
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"初级": "bg-green",
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}
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def _mask_phone(phone: str | None) -> str:
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"""手机号脱敏：139****5678 格式。"""
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if not phone or len(phone) < 7:
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return phone or ""
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return f"{phone[:3]}****{phone[-4:]}"
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def _get_biz_connection():
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"""延迟导入业务库连接。"""
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from app.database import get_connection
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return get_connection()
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# ── 3.1 核心函数 ──────────────────────────────────────────
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async def get_customer_detail(customer_id: int, site_id: int) -> dict:
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"""
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客户详情（CUST-1）。
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核心字段查询失败 → 500；扩展模块查询失败 → 空默认值（优雅降级）。
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"""
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conn = _get_biz_connection()
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try:
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# ── 核心字段（失败直接抛 500）──
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member_info_map = fdw_queries.get_member_info(conn, site_id, [customer_id])
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if customer_id not in member_info_map:
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raise HTTPException(status_code=404, detail="客户不存在")
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info = member_info_map[customer_id]
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phone_full = info.get("mobile") or ""
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phone = _mask_phone(phone_full)
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name = info.get("nickname") or ""
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# Banner 字段：查询失败返回 null（需求 1.7）
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balance = None
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try:
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balance_map = fdw_queries.get_member_balance(conn, site_id, [customer_id])
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if customer_id in balance_map:
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balance = float(balance_map[customer_id])
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except Exception:
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logger.warning("查询 balance 失败，降级为 null", exc_info=True)
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consumption_60d = None
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try:
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val = fdw_queries.get_consumption_60d(conn, site_id, customer_id)
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if val is not None:
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consumption_60d = float(val)
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except Exception:
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logger.warning("查询 consumption_60d 失败，降级为 null", exc_info=True)
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days_since_visit = None
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try:
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visit_map = fdw_queries.get_last_visit_days(conn, site_id, [customer_id])
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if customer_id in visit_map:
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days_since_visit = visit_map[customer_id]
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except Exception:
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logger.warning("查询 daysSinceVisit 失败，降级为 null", exc_info=True)
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# ── 扩展模块（独立 try/except 优雅降级）──
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try:
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ai_insight = _build_ai_insight(customer_id, conn)
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except Exception:
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logger.warning("构建 aiInsight 失败，降级为空", exc_info=True)
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ai_insight = {"summary": "", "strategies": []}
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try:
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retention_clues = _build_retention_clues(customer_id, conn)
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except Exception:
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logger.warning("构建 retentionClues 失败，降级为空列表", exc_info=True)
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retention_clues = []
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try:
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notes = _build_notes(customer_id, conn)
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except Exception:
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logger.warning("构建 notes 失败，降级为空列表", exc_info=True)
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notes = []
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try:
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consumption_records = _build_consumption_records(customer_id, site_id, conn)
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except Exception:
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logger.warning("构建 consumptionRecords 失败，降级为空列表", exc_info=True)
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consumption_records = []
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try:
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coach_tasks = _build_coach_tasks(customer_id, site_id, conn)
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except Exception:
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logger.warning("构建 coachTasks 失败，降级为空列表", exc_info=True)
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coach_tasks = []
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try:
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favorite_coaches = _build_favorite_coaches(customer_id, site_id, conn)
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except Exception:
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logger.warning("构建 favoriteCoaches 失败，降级为空列表", exc_info=True)
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favorite_coaches = []
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return {
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"id": customer_id,
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"name": name,
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"phone": phone,
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"phone_full": phone_full,
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"avatar": "",
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"member_level": "",
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"relation_index": "",
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"tags": [],
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# Banner
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"balance": balance,
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"consumption_60d": consumption_60d,
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"ideal_interval": None,
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"days_since_visit": days_since_visit,
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# 扩展模块
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"ai_insight": ai_insight,
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"coach_tasks": coach_tasks,
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"favorite_coaches": favorite_coaches,
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"retention_clues": retention_clues,
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"consumption_records": consumption_records,
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"notes": notes,
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}
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finally:
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conn.close()
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# ── 3.2 AI 洞察 / 维客线索 / 备注 ──────────────────────────
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def _build_ai_insight(customer_id: int, conn) -> dict:
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"""
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构建 aiInsight 模块。
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查询 biz.ai_cache WHERE cache_type='app4_analysis' AND target_id=customerId，
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解析 result_json JSON。无缓存时返回空默认值。
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"""
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with conn.cursor() as cur:
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cur.execute(
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"""
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SELECT result_json
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FROM biz.ai_cache
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WHERE cache_type = 'app4_analysis'
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AND target_id = %s
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ORDER BY created_at DESC
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LIMIT 1
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""",
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(str(customer_id),),
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)
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row = cur.fetchone()
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if not row or not row[0]:
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return {"summary": "", "strategies": []}
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try:
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data = json.loads(row[0]) if isinstance(row[0], str) else row[0]
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except (json.JSONDecodeError, TypeError):
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return {"summary": "", "strategies": []}
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summary = data.get("summary", "")
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strategies_raw = data.get("strategies", [])
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strategies = []
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for s in strategies_raw:
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if isinstance(s, dict):
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strategies.append({
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"color": s.get("color", ""),
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"text": s.get("text", ""),
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})
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return {"summary": summary, "strategies": strategies}
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def _build_retention_clues(customer_id: int, conn) -> list[dict]:
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"""
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构建 retentionClues 模块。
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查询 public.member_retention_clue，按 created_at 倒序。
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"""
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with conn.cursor() as cur:
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cur.execute(
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"""
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SELECT clue_type, clue_text
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FROM public.member_retention_clue
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WHERE member_id = %s
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ORDER BY created_at DESC
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""",
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(customer_id,),
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)
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rows = cur.fetchall()
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return [{"type": r[0] or "", "text": r[1] or ""} for r in rows]
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def _build_notes(customer_id: int, conn) -> list[dict]:
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"""
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构建 notes 模块。
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查询 biz.notes WHERE target_type='member'，最多 20 条，按 created_at 倒序。
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"""
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with conn.cursor() as cur:
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cur.execute(
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"""
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SELECT id, type, created_at, content
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FROM biz.notes
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WHERE target_type = 'member'
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AND target_id = %s
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ORDER BY created_at DESC
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LIMIT 20
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""",
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(customer_id,),
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)
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rows = cur.fetchall()
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return [
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{
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"id": r[0],
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"tag_label": r[1] or "",
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"created_at": r[2].isoformat() if r[2] else "",
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"content": r[3] or "",
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}
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for r in rows
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]
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# ── 3.3 消费记录 ──────────────────────────────────────────
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def _build_consumption_records(
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customer_id: int, site_id: int, conn
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) -> list[dict]:
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"""
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构建 consumptionRecords 模块。
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调用 fdw_queries.get_consumption_records() 获取结算单列表。
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⚠️ DWD-DOC 规则 1: totalAmount 使用 ledger_amount（items_sum 口径）。
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⚠️ DWD-DOC 规则 2: coaches fee 使用 assistant_pd_money / assistant_cx_money。
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⚠️ 废单排除: is_delete = 0，正向交易: settle_type IN (1, 3)。
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"""
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raw_records = fdw_queries.get_consumption_records(
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conn, site_id, customer_id, limit=50, offset=0
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)
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result = []
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for rec in raw_records:
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# 构建 coaches 子数组
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coaches = []
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pd_money = rec.get("assistant_pd_money", 0.0)
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cx_money = rec.get("assistant_cx_money", 0.0)
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if pd_money:
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coaches.append({
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"name": rec.get("assistant_name", ""),
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"level": rec.get("level", ""),
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"level_color": LEVEL_COLOR_MAP.get(rec.get("level", ""), ""),
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"course_type": "基础课",
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"hours": rec.get("service_hours", 0.0),
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"perf_hours": None,
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"fee": pd_money,
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})
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if cx_money:
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coaches.append({
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"name": rec.get("assistant_name", ""),
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"level": rec.get("level", ""),
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"level_color": LEVEL_COLOR_MAP.get(rec.get("level", ""), ""),
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"course_type": "激励课",
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"hours": 0.0,
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"perf_hours": None,
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"fee": cx_money,
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})
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settle_time = rec.get("settle_time")
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date_str = settle_time.strftime("%Y-%m-%d") if settle_time else ""
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start_str = rec.get("start_time")
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end_str = rec.get("end_time")
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result.append({
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"id": rec.get("id", ""),
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"type": "table",
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"date": date_str,
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"table_name": str(rec.get("table_id")) if rec.get("table_id") else None,
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"start_time": start_str.isoformat() if start_str else None,
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"end_time": end_str.isoformat() if end_str else None,
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"duration": int(rec.get("service_hours", 0) * 60),
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"table_fee": rec.get("table_charge_money", 0.0),
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"table_orig_price": None,
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"coaches": coaches,
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"food_amount": rec.get("goods_money", 0.0),
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"food_orig_price": None,
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"total_amount": rec.get("total_amount", 0.0),
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"total_orig_price": rec.get("total_amount", 0.0),
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"pay_method": "",
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"recharge_amount": None,
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})
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return result
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# ── 3.4 关联助教任务（T2-2）──────────────────────────────
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def _build_coach_tasks(
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customer_id: int, site_id: int, conn
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) -> list[dict]:
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"""
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构建 coachTasks 模块。
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1. 查询 biz.coach_tasks WHERE member_id=customer_id
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2. 对每位助教：fdw_queries 获取等级、近 60 天统计
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3. 映射 levelColor/taskColor/bgClass
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"""
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with conn.cursor() as cur:
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cur.execute(
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"""
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SELECT id, assistant_id, task_type, status, updated_at
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FROM biz.coach_tasks
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WHERE member_id = %s
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AND status IN ('active', 'inactive')
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ORDER BY created_at DESC
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""",
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(customer_id,),
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)
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rows = cur.fetchall()
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if not rows:
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return []
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# 收集所有助教 ID，批量查询信息
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assistant_ids = list({r[1] for r in rows if r[1]})
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# 获取助教等级（通过 salary_calc）
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import datetime
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now = datetime.date.today()
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salary_map = {}
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for aid in assistant_ids:
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try:
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sc = fdw_queries.get_salary_calc(conn, site_id, aid, now.year, now.month)
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if sc:
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salary_map[aid] = sc
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except Exception:
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logger.warning("查询助教 %s 绩效失败", aid, exc_info=True)
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# 获取助教姓名
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assistant_info_map = {}
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for aid in assistant_ids:
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try:
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info = fdw_queries.get_assistant_info(conn, site_id, aid)
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if info:
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assistant_info_map[aid] = info
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except Exception:
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logger.warning("查询助教 %s 信息失败", aid, exc_info=True)
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result = []
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for row in rows:
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task_id, assistant_id, task_type, status, updated_at = row
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a_info = assistant_info_map.get(assistant_id, {})
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sc = salary_map.get(assistant_id, {})
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level = sc.get("coach_level", a_info.get("level", ""))
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name = a_info.get("name", "")
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task_meta = TASK_TYPE_MAP.get(task_type, {
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"label": task_type or "",
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"color": "#999",
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"bg_class": "bg-gray",
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})
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# 近 60 天统计
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try:
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stats = fdw_queries.get_coach_60d_stats(
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conn, site_id, assistant_id, customer_id
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)
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except Exception:
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stats = {"service_count": 0, "total_hours": 0.0, "avg_hours": 0.0}
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metrics = [
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{"label": "服务次数", "value": str(stats["service_count"]), "color": None},
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{"label": "总时长", "value": f"{stats['total_hours']:.1f}h", "color": None},
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{"label": "次均时长", "value": f"{stats['avg_hours']:.1f}h", "color": None},
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]
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result.append({
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"name": name,
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"level": level,
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"level_color": LEVEL_COLOR_MAP.get(level, ""),
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"task_type": task_meta["label"],
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"task_color": task_meta["color"],
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"bg_class": LEVEL_BG_MAP.get(level, task_meta["bg_class"]),
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"status": status,
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"last_service": updated_at.isoformat() if updated_at else None,
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"metrics": metrics,
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})
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return result
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# ── 3.5 最亲密助教（T2-3）──────────────────────────────
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def _build_favorite_coaches(
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customer_id: int, site_id: int, conn
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) -> list[dict]:
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"""
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构建 favoriteCoaches 模块。
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1. fdw_queries.get_relation_index() → 关系指数列表（已按降序排列，rs_display 0-10 刻度）
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2. emoji 四级映射（P6 AC3）：>8.5→💖 / >7→🧡 / >5→💛 / ≤5→💙
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3. stats 4 项指标
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"""
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relations = fdw_queries.get_relation_index(conn, site_id, customer_id)
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if not relations:
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return []
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# 获取助教姓名
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assistant_ids = [r["assistant_id"] for r in relations if r.get("assistant_id")]
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assistant_info_map = {}
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for aid in assistant_ids:
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try:
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info = fdw_queries.get_assistant_info(conn, site_id, aid)
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if info:
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assistant_info_map[aid] = info
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except Exception:
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logger.warning("查询助教 %s 信息失败", aid, exc_info=True)
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result = []
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for rel in relations:
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ri = rel.get("relation_index", 0.0)
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aid = rel.get("assistant_id")
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||
a_info = assistant_info_map.get(aid, {})
|
||
|
||
# 4-level heart icon 映射（P6 AC3，rs_display 0-10 刻度）
|
||
emoji = compute_heart_icon(Decimal(str(ri)))
|
||
if ri > 8.5:
|
||
index_color, bg_class = "#FF6B6B", "bg-red"
|
||
elif ri > 7:
|
||
index_color, bg_class = "#FF8C00", "bg-orange"
|
||
elif ri > 5:
|
||
index_color, bg_class = "#FFA726", "bg-yellow"
|
||
else:
|
||
index_color, bg_class = "#5B9BD5", "bg-blue"
|
||
|
||
stats = [
|
||
{"label": "基础课时", "value": f"¥{rel.get('total_income', 0):.0f}", "color": None},
|
||
{"label": "激励课时", "value": "¥0", "color": None},
|
||
{"label": "上课次数", "value": str(rel.get("service_count", 0)), "color": None},
|
||
{"label": "总时长", "value": f"{rel.get('total_hours', 0):.1f}h", "color": None},
|
||
]
|
||
|
||
result.append({
|
||
"emoji": emoji,
|
||
"name": a_info.get("name", ""),
|
||
"relation_index": f"{ri:.2f}",
|
||
"index_color": index_color,
|
||
"bg_class": bg_class,
|
||
"stats": stats,
|
||
})
|
||
|
||
return result
|
||
|
||
|
||
# ── CUST-2 客户服务记录（T2-4）──────────────────────────
|
||
|
||
|
||
async def get_customer_records(
|
||
customer_id: int,
|
||
site_id: int,
|
||
year: int,
|
||
month: int,
|
||
table: str | None,
|
||
page: int,
|
||
page_size: int,
|
||
) -> dict:
|
||
"""
|
||
客户服务记录（CUST-2）。
|
||
|
||
1. fdw_queries.get_member_info() → customerName/customerPhone（DQ-6）
|
||
2. fdw_queries.get_customer_service_records() → 按月分页记录 + total_count
|
||
3. 聚合 monthCount/monthHours（从 total_count 和记录工时）
|
||
4. fdw_queries.get_total_service_count() → totalServiceCount（跨月）
|
||
5. 构建 ServiceRecordItem 列表，含 recordType/isEstimate
|
||
6. hasMore = total_count > page * page_size
|
||
"""
|
||
conn = _get_biz_connection()
|
||
try:
|
||
# ── 客户基础信息（DQ-6）──
|
||
member_info_map = fdw_queries.get_member_info(conn, site_id, [customer_id])
|
||
if customer_id not in member_info_map:
|
||
raise HTTPException(status_code=404, detail="客户不存在")
|
||
|
||
info = member_info_map[customer_id]
|
||
phone_full = info.get("mobile") or ""
|
||
phone = _mask_phone(phone_full)
|
||
customer_name = info.get("nickname") or ""
|
||
|
||
# ── 按月分页服务记录 ──
|
||
offset = (page - 1) * page_size
|
||
records_raw, total_count = fdw_queries.get_customer_service_records(
|
||
conn, site_id, customer_id,
|
||
year, month, table,
|
||
limit=page_size, offset=offset,
|
||
)
|
||
|
||
# ── 月度统计汇总（从全量 total_count + 当页记录工时聚合）──
|
||
# monthCount = 当月总记录数（不是当页），monthHours = 当月总工时
|
||
# 需要单独查询当月汇总，因为分页记录只是子集
|
||
month_count, month_hours = _get_month_aggregation(
|
||
conn, site_id, customer_id, year, month, table
|
||
)
|
||
|
||
# ── 累计服务总次数（跨所有月份）──
|
||
total_service_count = fdw_queries.get_total_service_count(
|
||
conn, site_id, customer_id
|
||
)
|
||
|
||
# ── 构建记录列表 ──
|
||
records = []
|
||
for rec in records_raw:
|
||
create_time = rec.get("create_time")
|
||
date_str = create_time.strftime("%Y-%m-%d") if create_time else ""
|
||
start_time = rec.get("start_time")
|
||
end_time = rec.get("end_time")
|
||
|
||
# 时间范围格式化
|
||
time_range = None
|
||
if start_time and end_time:
|
||
time_range = f"{start_time.strftime('%H:%M')}-{end_time.strftime('%H:%M')}"
|
||
|
||
# recordType: 根据 course_type 判断
|
||
course_type = rec.get("course_type", "")
|
||
record_type = "recharge" if "充值" in course_type else "course"
|
||
|
||
# type / type_class 映射
|
||
if record_type == "recharge":
|
||
type_label = "充值"
|
||
type_class = "tag-recharge"
|
||
else:
|
||
type_label = course_type or "课程"
|
||
type_class = "tag-course"
|
||
|
||
records.append({
|
||
"id": str(rec.get("id", "")),
|
||
"date": date_str,
|
||
"time_range": time_range,
|
||
"table": str(rec.get("table_id")) if rec.get("table_id") else None,
|
||
"type": type_label,
|
||
"type_class": type_class,
|
||
"record_type": record_type,
|
||
"duration": rec.get("service_hours", 0.0),
|
||
"duration_raw": rec.get("service_hours_raw"),
|
||
"income": rec.get("income", 0.0),
|
||
"is_estimate": rec.get("is_estimate", False),
|
||
"drinks": None,
|
||
})
|
||
|
||
has_more = total_count > page * page_size
|
||
|
||
return {
|
||
"customer_name": customer_name,
|
||
"customer_phone": phone,
|
||
"customer_phone_full": phone_full,
|
||
"relation_index": "",
|
||
"tables": [],
|
||
"total_service_count": total_service_count,
|
||
"month_count": month_count,
|
||
"month_hours": round(month_hours, 2),
|
||
"records": records,
|
||
"has_more": has_more,
|
||
}
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
def _get_month_aggregation(
|
||
conn, site_id: int, customer_id: int,
|
||
year: int, month: int, table: str | None,
|
||
) -> tuple[int, float]:
|
||
"""
|
||
查询当月汇总统计（monthCount + monthHours）。
|
||
|
||
复用 fdw_queries 的 _fdw_context 直连 ETL 库。
|
||
⚠️ 废单排除: is_delete = 0。
|
||
"""
|
||
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 = """
|
||
tenant_member_id = %s
|
||
AND is_delete = 0
|
||
AND create_time >= %s::timestamptz
|
||
AND create_time < %s::timestamptz
|
||
"""
|
||
params: list = [customer_id, start_date, end_date]
|
||
if table:
|
||
base_where += " AND site_table_id::text = %s"
|
||
params.append(table)
|
||
|
||
with fdw_queries._fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
f"""
|
||
SELECT COUNT(*) AS month_count,
|
||
COALESCE(SUM(income_seconds / 3600.0), 0) AS month_hours
|
||
FROM app.v_dwd_assistant_service_log
|
||
WHERE {base_where}
|
||
""",
|
||
params,
|
||
)
|
||
row = cur.fetchone()
|
||
|
||
if not row:
|
||
return 0, 0.0
|
||
return row[0] or 0, float(row[1]) if row[1] is not None else 0.0
|