Neo
6f8f12314f
包含多个会话的累积代码变更： - backend: AI 聊天服务、触发器调度、认证增强、WebSocket、调度器最小间隔 - admin-web: ETL 状态页、任务管理、调度配置、登录优化 - miniprogram: 看板页面、聊天集成、UI 组件、导航更新 - etl: DWS 新任务（finance_area_daily/board_cache）、连接器增强 - tenant-admin: 项目初始化 - db: 19 个迁移脚本（etl_feiqiu 11 + zqyy_app 8） - packages/shared: 枚举和工具函数更新 - tools: 数据库工具、报表生成、健康检查 - docs: PRD/架构/部署/合约文档更新 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
477 lines
13 KiB
Python
477 lines
13 KiB
Python
# AI_CHANGELOG
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# - 2026-03-20 | Prompt: R3 项目类型筛选接口重建 | SkillFilterEnum 和 ProjectFilterEnum
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# 枚举值从 all/chinese/snooker/mahjong/karaoke 改为 ALL/BILLIARD/SNOOKER/MAHJONG/KTV，
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# 与 dws.cfg_area_category.category_code 一致，消除前后端映射层。
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# - 2026-03-27 | Prompt: board-finance-integration T2.4 | AreaFilterEnum 从 7 项重建为 9 项
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# （新增 vip/snooker/ktv，移除 teamBuilding），与区域筛选对照表一致。
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"""三看板接口 Pydantic Schema（BOARD-1/2/3 请求参数枚举 + 响应模型）。"""
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from __future__ import annotations
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from enum import Enum
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from app.schemas.base import CamelModel
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# ---------------------------------------------------------------------------
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# 请求参数枚举（Task 2.1）
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# ---------------------------------------------------------------------------
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class CoachSortEnum(str, Enum):
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"""BOARD-1 排序维度。"""
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perf_desc = "perf_desc"
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perf_asc = "perf_asc"
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salary_desc = "salary_desc"
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salary_asc = "salary_asc"
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sv_desc = "sv_desc"
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task_desc = "task_desc"
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class SkillFilterEnum(str, Enum):
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"""BOARD-1 技能筛选（值与 dws.cfg_area_category.category_code 一致）。"""
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# CHANGE 2026-03-20 | R3 修复：枚举值从 chinese/snooker 等前端自定义值
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# 改为数据库 category_code（BILLIARD/SNOOKER/MAHJONG/KTV），消除映射层。
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ALL = "ALL"
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BILLIARD = "BILLIARD"
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SNOOKER = "SNOOKER"
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MAHJONG = "MAHJONG"
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KTV = "KTV"
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class BoardTimeEnum(str, Enum):
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"""BOARD-1 时间范围。"""
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month = "month"
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quarter = "quarter"
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last_month = "last_month"
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last_3m = "last_3m"
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last_quarter = "last_quarter"
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last_6m = "last_6m"
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class CustomerDimensionEnum(str, Enum):
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"""BOARD-2 客户维度。"""
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recall = "recall"
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potential = "potential"
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balance = "balance"
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recharge = "recharge"
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recent = "recent"
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spend60 = "spend60"
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freq60 = "freq60"
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loyal = "loyal"
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class ProjectFilterEnum(str, Enum):
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"""BOARD-2 项目筛选（值与 dws.cfg_area_category.category_code 一致）。"""
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# CHANGE 2026-03-20 | R3 修复：枚举值从 chinese/snooker 等前端自定义值
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# 改为数据库 category_code（BILLIARD/SNOOKER/MAHJONG/KTV），消除映射层。
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ALL = "ALL"
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BILLIARD = "BILLIARD"
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SNOOKER = "SNOOKER"
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MAHJONG = "MAHJONG"
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KTV = "KTV"
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class FinanceTimeEnum(str, Enum):
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"""BOARD-3 时间范围。"""
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month = "month"
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lastMonth = "lastMonth"
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week = "week"
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lastWeek = "lastWeek"
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quarter3 = "quarter3"
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quarter = "quarter"
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lastQuarter = "lastQuarter"
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half6 = "half6"
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class AreaFilterEnum(str, Enum):
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"""BOARD-3 区域筛选。"""
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# CHANGE 2026-03-27 | board-finance-integration T2.4 | 枚举从 7 项重建为 9 项，
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# 与区域筛选对照表一致（all/hall/hallA-C/vip/snooker/mahjong/ktv）
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all = "all"
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hall = "hall"
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hallA = "hallA"
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hallB = "hallB"
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hallC = "hallC"
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vip = "vip"
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snooker = "snooker"
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mahjong = "mahjong"
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ktv = "ktv"
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# ---------------------------------------------------------------------------
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# BOARD-1 响应 Schema（Task 2.2）
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# ---------------------------------------------------------------------------
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class CoachSkillItem(CamelModel):
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text: str
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cls: str
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class CoachBoardItem(CamelModel):
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"""助教看板单条记录（扁平结构，包含所有维度字段）。"""
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# 基础字段（所有维度共享）
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id: int
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name: str
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initial: str
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avatar_gradient: str
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level: str # star/senior/middle/junior
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skills: list[CoachSkillItem]
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top_customers: list[str] # ["💖 王先生", "💛 李女士"]
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# perf 维度
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perf_hours: float = 0.0
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perf_hours_before: float | None = None
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perf_gap: str | None = None # "距升档 13.8h" 或 None
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perf_reached: bool = False
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# salary 维度
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salary: float = 0.0
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salary_perf_hours: float = 0.0
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salary_perf_before: float | None = None
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# sv 维度
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sv_amount: float = 0.0
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sv_customer_count: int = 0
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sv_consume: float = 0.0
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# task 维度
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task_recall: int = 0
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task_callback: int = 0
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class CoachBoardResponse(CamelModel):
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items: list[CoachBoardItem]
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total: int
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page: int
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page_size: int
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dim_type: str # perf/salary/sv/task
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# ---------------------------------------------------------------------------
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# BOARD-2 响应 Schema（Task 2.3）
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# ---------------------------------------------------------------------------
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class CustomerAssistant(CamelModel):
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name: str
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cls: str
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heart_score: float
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badge: str | None = None
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badge_cls: str | None = None
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class CustomerBoardItemBase(CamelModel):
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"""客户看板基础字段（所有维度共享）。"""
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id: int
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name: str
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initial: str
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avatar_cls: str
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assistants: list[CustomerAssistant]
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class RecallItem(CustomerBoardItemBase):
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ideal_days: int
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elapsed_days: int
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overdue_days: int
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visits_30d: int
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balance: str
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recall_index: float
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class PotentialTag(CamelModel):
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text: str
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theme: str
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class PotentialItem(CustomerBoardItemBase):
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potential_tags: list[PotentialTag]
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spend_30d: float
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avg_visits: float
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avg_spend: float
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class BalanceItem(CustomerBoardItemBase):
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balance: str
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last_visit: str # "3天前"
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monthly_consume: float
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available_months: str # "约0.8个月"
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class RechargeItem(CustomerBoardItemBase):
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last_recharge: str
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recharge_amount: float
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recharges_60d: int
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current_balance: str
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class RecentItem(CustomerBoardItemBase):
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days_ago: int
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visit_freq: str # "6.2次/月"
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ideal_days: int
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visits_30d: int
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avg_spend: float
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class Spend60Item(CustomerBoardItemBase):
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spend_60d: float
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visits_60d: int
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high_spend_tag: bool
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avg_spend: float
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class WeeklyVisit(CamelModel):
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val: int
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pct: int # 0-100
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class Freq60Item(CustomerBoardItemBase):
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visits_60d: int
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avg_interval: str # "5.0天"
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weekly_visits: list[WeeklyVisit] # 固定长度 8
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spend_60d: float
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class CoachDetail(CamelModel):
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name: str
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cls: str
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heart_score: float
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badge: str | None = None
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avg_duration: str
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service_count: int
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coach_spend: float
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relation_idx: float
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class LoyalItem(CustomerBoardItemBase):
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intimacy: float
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top_coach_name: str
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top_coach_heart: float
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top_coach_score: float
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coach_name: str
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coach_ratio: str # "78%"
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coach_details: list[CoachDetail]
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class CustomerBoardResponse(CamelModel):
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items: list[dict] # 实际类型取决于 dimension
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total: int
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page: int
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page_size: int
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# ---------------------------------------------------------------------------
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# BOARD-3 响应 Schema（Task 2.4）
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# ---------------------------------------------------------------------------
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class OverviewPanel(CamelModel):
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"""经营一览：8 项核心指标 + 各 3 个环比字段（Optional，compare=0 时为 None）。"""
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occurrence: float
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discount: float # 负值
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discount_rate: float
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confirmed_revenue: float
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cash_in: float | None = None
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cash_out: float | None = None
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cash_balance: float | None = None
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balance_rate: float | None = None
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# occurrence 环比
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occurrence_compare: str | None = None
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occurrence_down: bool | None = None
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occurrence_flat: bool | None = None
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# discount 环比
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discount_compare: str | None = None
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discount_down: bool | None = None
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discount_flat: bool | None = None
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# discount_rate 环比
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discount_rate_compare: str | None = None
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discount_rate_down: bool | None = None
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discount_rate_flat: bool | None = None
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# confirmed_revenue 环比
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confirmed_revenue_compare: str | None = None
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confirmed_revenue_down: bool | None = None
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confirmed_revenue_flat: bool | None = None
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# cash_in 环比
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cash_in_compare: str | None = None
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cash_in_down: bool | None = None
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cash_in_flat: bool | None = None
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# cash_out 环比
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cash_out_compare: str | None = None
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cash_out_down: bool | None = None
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cash_out_flat: bool | None = None
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# cash_balance 环比
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cash_balance_compare: str | None = None
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cash_balance_down: bool | None = None
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cash_balance_flat: bool | None = None
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# balance_rate 环比
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balance_rate_compare: str | None = None
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balance_rate_down: bool | None = None
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balance_rate_flat: bool | None = None
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class GiftCell(CamelModel):
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value: float
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compare: str | None = None
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down: bool | None = None
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flat: bool | None = None
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class GiftRow(CamelModel):
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"""赠送卡矩阵一行：合计 / 酒水卡 / 台费卡 / 抵用券。"""
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label: str # "新增" / "消费" / "余额"
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total: GiftCell
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liquor: GiftCell
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table_fee: GiftCell
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voucher: GiftCell
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class RechargePanel(CamelModel):
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"""预收资产板块：储值卡 5 指标 + 赠送卡 3×4 矩阵 + 全卡余额。"""
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actual_income: float
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first_charge: float
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renew_charge: float
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consumed: float
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card_balance: float
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gift_rows: list[GiftRow] # 3 行
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all_card_balance: float
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# 储值卡各项环比字段
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actual_income_compare: str | None = None
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actual_income_down: bool | None = None
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actual_income_flat: bool | None = None
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first_charge_compare: str | None = None
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first_charge_down: bool | None = None
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first_charge_flat: bool | None = None
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renew_charge_compare: str | None = None
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renew_charge_down: bool | None = None
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renew_charge_flat: bool | None = None
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consumed_compare: str | None = None
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consumed_down: bool | None = None
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consumed_flat: bool | None = None
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card_balance_compare: str | None = None
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card_balance_down: bool | None = None
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card_balance_flat: bool | None = None
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# 全类别会员卡余额合计环比
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all_card_balance_compare: str | None = None
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all_card_balance_down: bool | None = None
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all_card_balance_flat: bool | None = None
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class RevenueStructureRow(CamelModel):
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id: str
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name: str
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desc: str | None = None
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is_sub: bool = False
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amount: float
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discount: float
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booked: float
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booked_compare: str | None = None
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class RevenueItem(CamelModel):
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label: str
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desc: str | None = None
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amount: float
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compare: str | None = None
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class ChannelItem(CamelModel):
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label: str
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desc: str | None = None
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amount: float
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compare: str | None = None
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class RevenuePanel(CamelModel):
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structure_rows: list[RevenueStructureRow]
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price_items: list[RevenueItem]
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total_occurrence: float
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total_occurrence_compare: str | None = None
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total_occurrence_down: bool | None = None
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total_occurrence_flat: bool | None = None
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discount_items: list[RevenueItem]
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# CHANGE 2026-03-28 | board-finance-phase2 bugfix | 优惠总计供前端展示
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discount_total: float = 0.0
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discount_total_compare: str | None = None
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discount_total_down: bool | None = None
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discount_total_flat: bool | None = None
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confirmed_total: float
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confirmed_total_compare: str | None = None
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confirmed_total_down: bool | None = None
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confirmed_total_flat: bool | None = None
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channel_items: list[ChannelItem]
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class CashflowItem(CamelModel):
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label: str
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desc: str | None = None
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amount: float
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compare: str | None = None
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down: bool | None = None
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class CashflowPanel(CamelModel):
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consume_items: list[CashflowItem] # 3 项
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recharge_items: list[CashflowItem] # 1 项
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total: float
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total_compare: str | None = None
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total_down: bool | None = None
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total_flat: bool | None = None
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class ExpenseItem(CamelModel):
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label: str
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amount: float
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compare: str | None = None
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down: bool | None = None
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flat: bool | None = None
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class ExpensePanel(CamelModel):
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operation_items: list[ExpenseItem] # 3 项
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fixed_items: list[ExpenseItem] # 4 项
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coach_items: list[ExpenseItem] # 4 项
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platform_items: list[ExpenseItem] # 3 项
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total: float
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total_compare: str | None = None
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total_down: bool | None = None
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total_flat: bool | None = None
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class CoachAnalysisRow(CamelModel):
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level: str
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pay: float
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share: float
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hourly: float
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pay_compare: str | None = None
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pay_down: bool | None = None
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share_compare: str | None = None
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share_down: bool | None = None
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hourly_compare: str | None = None
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hourly_flat: bool | None = None
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class CoachAnalysisTable(CamelModel):
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total_pay: float
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total_share: float
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avg_hourly: float
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total_pay_compare: str | None = None
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total_pay_down: bool | None = None
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total_share_compare: str | None = None
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total_share_down: bool | None = None
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avg_hourly_compare: str | None = None
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avg_hourly_flat: bool | None = None
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rows: list[CoachAnalysisRow] # 4 行：初级/中级/高级/星级
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class CoachAnalysisPanel(CamelModel):
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basic: CoachAnalysisTable # 基础课/陪打
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incentive: CoachAnalysisTable # 激励课/超休
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class FinanceBoardResponse(CamelModel):
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overview: OverviewPanel
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recharge: RechargePanel | None # area≠all 时为 null
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revenue: RevenuePanel
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cashflow: CashflowPanel | None # area≠all 时为 null
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expense: ExpensePanel | None # area≠all 时为 null
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coach_analysis: CoachAnalysisPanel
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