1037 lines
35 KiB
Python
1037 lines
35 KiB
Python
# AI_CHANGELOG
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# - 2026-03-20 | Prompt: H2 FDW→直连ETL统一改造 | get_task_list() 中 2 处、get_task_list_v2() 中 1 处、
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# get_task_detail() 中 1 处 fdw_etl.v_dim_member / v_dws_member_assistant_relation_index
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# 改为直连 ETL 库查询 app.v_* RLS 视图。使用 fdw_queries._fdw_context()。
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"""
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任务管理服务
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负责任务 CRUD、置顶、放弃、取消放弃等操作。
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直连 ETL 库查询 app.v_* RLS 视图获取客户信息和 RS 指数，计算爱心 icon 档位。
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RNS1.1 扩展：get_task_list_v2（TASK-1）、get_task_detail（TASK-2）。
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"""
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import json
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import logging
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from datetime import datetime
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from decimal import Decimal
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from fastapi import HTTPException
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from app.services import fdw_queries
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from app.services.task_generator import compute_heart_icon
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logger = logging.getLogger(__name__)
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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 _record_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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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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def _get_assistant_id(conn, user_id: int, site_id: int) -> int:
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"""
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通过 user_assistant_binding 获取 assistant_id。
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找不到绑定关系时抛出 403。
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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 assistant_id
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FROM auth.user_assistant_binding
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WHERE user_id = %s AND site_id = %s AND assistant_id IS NOT NULL
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LIMIT 1
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""",
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(user_id, site_id),
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)
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row = cur.fetchone()
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if not row:
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raise HTTPException(status_code=403, detail="权限不足")
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return row[0]
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def _verify_task_ownership(
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conn, task_id: int, assistant_id: int, site_id: int, required_status: str | None = None
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) -> dict:
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"""
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验证任务归属并返回任务信息。
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- 任务不存在 → 404
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- 不属于当前助教 → 403
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- required_status 不匹配 → 409
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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, task_type, status, is_pinned, abandon_reason,
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assistant_id, site_id
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FROM biz.coach_tasks
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WHERE id = %s
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""",
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(task_id,),
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)
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row = cur.fetchone()
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if not row:
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raise HTTPException(status_code=404, detail="资源不存在")
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task = {
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"id": row[0],
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"task_type": row[1],
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"status": row[2],
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"is_pinned": row[3],
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"abandon_reason": row[4],
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"assistant_id": row[5],
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"site_id": row[6],
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}
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if task["site_id"] != site_id or task["assistant_id"] != assistant_id:
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raise HTTPException(status_code=403, detail="权限不足")
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if required_status and task["status"] != required_status:
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raise HTTPException(status_code=409, detail="任务状态不允许此操作")
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return task
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async def get_task_list(user_id: int, site_id: int) -> list[dict]:
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"""
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获取助教的任务列表（含有效 + 已放弃）。
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1. 通过 auth.user_assistant_binding 获取 assistant_id
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2. 查询 biz.coach_tasks WHERE status IN ('active', 'abandoned')
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3. 通过 FDW 读取客户基本信息（dim_member）和 RS 指数
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4. 计算爱心 icon 档位
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5. 排序：abandoned 排最后 → is_pinned DESC → priority_score DESC → created_at ASC
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FDW 查询需要 SET LOCAL app.current_site_id。
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"""
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conn = _get_connection()
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try:
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assistant_id = _get_assistant_id(conn, user_id, site_id)
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# 查询有效 + 已放弃任务（abandoned 排最后）
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with conn.cursor() as cur:
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cur.execute(
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"""
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SELECT id, task_type, status, priority_score, is_pinned,
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expires_at, created_at, member_id, abandon_reason
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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 status IN ('active', 'abandoned')
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ORDER BY
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CASE WHEN status = 'abandoned' THEN 1 ELSE 0 END ASC,
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is_pinned DESC,
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priority_score DESC NULLS LAST,
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created_at ASC
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""",
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(site_id, assistant_id),
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)
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tasks = cur.fetchall()
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conn.commit()
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if not tasks:
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return []
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member_ids = list({t[7] for t in tasks})
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# 通过 FDW 读取客户信息和 RS 指数（需要 SET LOCAL app.current_site_id）
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member_info_map: dict[int, dict] = {}
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rs_map: dict[int, Decimal] = {}
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# CHANGE 2026-03-20 | H2 FDW→直连ETL | fdw_etl.v_dim_member + v_dws_member_assistant_relation_index
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# → 直连 ETL 库查 app.v_* RLS 视图
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# intent: 修复 RLS 门店隔离失效（postgres_fdw 不传递 GUC 参数）
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from app.services.fdw_queries import _fdw_context
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with _fdw_context(conn, site_id) as cur:
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# 读取客户基本信息
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# 列名映射: FDW 外部表 member_name/member_phone → RLS 视图 nickname/mobile
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cur.execute(
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"""
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SELECT member_id, nickname, mobile
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FROM app.v_dim_member
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WHERE member_id = ANY(%s)
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""",
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(member_ids,),
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)
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for row in cur.fetchall():
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member_info_map[row[0]] = {
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"member_name": row[1],
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"member_phone": row[2],
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}
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# 读取 RS 指数
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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 app.v_dws_member_assistant_relation_index
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WHERE assistant_id = %s
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AND member_id = ANY(%s)
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""",
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(assistant_id, member_ids),
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)
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for row in cur.fetchall():
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rs_map[row[0]] = Decimal(str(row[1]))
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# 组装结果
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result = []
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for task_row in tasks:
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(task_id, task_type, status, priority_score,
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is_pinned, expires_at, created_at, member_id, abandon_reason) = task_row
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info = member_info_map.get(member_id, {})
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rs_score = rs_map.get(member_id, Decimal("0"))
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heart_icon = compute_heart_icon(rs_score)
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result.append({
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"id": task_id,
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"task_type": task_type,
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"status": status,
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"priority_score": float(priority_score) if priority_score else None,
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"is_pinned": is_pinned,
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"expires_at": expires_at.isoformat() if expires_at else None,
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"created_at": created_at.isoformat() if created_at else None,
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"member_id": member_id,
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"member_name": info.get("member_name"),
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"member_phone": info.get("member_phone"),
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"rs_score": float(rs_score),
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"heart_icon": heart_icon,
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"abandon_reason": abandon_reason,
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})
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return result
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finally:
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conn.close()
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async def pin_task(task_id: int, user_id: int, site_id: int) -> dict:
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"""
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置顶任务。
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验证任务归属后设置 is_pinned=TRUE，记录 history。
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"""
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conn = _get_connection()
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try:
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assistant_id = _get_assistant_id(conn, user_id, site_id)
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task = _verify_task_ownership(
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conn, task_id, assistant_id, site_id, required_status="active"
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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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UPDATE biz.coach_tasks
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SET is_pinned = TRUE, 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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_record_history(
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cur,
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task_id,
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action="pin",
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old_status="active",
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new_status="active",
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old_task_type=task["task_type"],
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new_task_type=task["task_type"],
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detail={"is_pinned": True},
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)
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conn.commit()
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return {"id": task_id, "is_pinned": True}
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finally:
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conn.close()
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async def unpin_task(task_id: int, user_id: int, site_id: int) -> dict:
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"""
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取消置顶。
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验证任务归属后设置 is_pinned=FALSE。
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"""
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conn = _get_connection()
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try:
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assistant_id = _get_assistant_id(conn, user_id, site_id)
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task = _verify_task_ownership(
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conn, task_id, assistant_id, site_id, required_status="active"
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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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UPDATE biz.coach_tasks
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SET is_pinned = FALSE, 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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conn.commit()
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return {"id": task_id, "is_pinned": False}
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finally:
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conn.close()
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async def abandon_task(
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task_id: int, user_id: int, site_id: int, reason: str
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) -> dict:
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"""
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放弃任务。
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1. 验证 reason 非空（空或纯空白 → 422）
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2. 验证任务归属和 status='active'
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3. 设置 status='abandoned', abandon_reason=reason
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4. 记录 coach_task_history
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"""
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if not reason or not reason.strip():
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raise HTTPException(status_code=422, detail="放弃原因不能为空")
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conn = _get_connection()
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try:
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assistant_id = _get_assistant_id(conn, user_id, site_id)
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task = _verify_task_ownership(
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conn, task_id, assistant_id, site_id, required_status="active"
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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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UPDATE biz.coach_tasks
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SET status = 'abandoned',
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abandon_reason = %s,
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updated_at = NOW()
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WHERE id = %s
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""",
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(reason, task_id),
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)
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_record_history(
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cur,
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task_id,
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action="abandon",
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old_status="active",
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new_status="abandoned",
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old_task_type=task["task_type"],
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new_task_type=task["task_type"],
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detail={"abandon_reason": reason},
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)
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conn.commit()
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return {"id": task_id, "status": "abandoned"}
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finally:
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conn.close()
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async def cancel_abandon(task_id: int, user_id: int, site_id: int) -> dict:
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"""
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取消放弃。
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1. 验证任务归属和 status='abandoned'
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2. 恢复 status='active', 清空 abandon_reason
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3. 记录 coach_task_history
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"""
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conn = _get_connection()
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try:
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assistant_id = _get_assistant_id(conn, user_id, site_id)
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task = _verify_task_ownership(
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conn, task_id, assistant_id, site_id, required_status="abandoned"
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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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UPDATE biz.coach_tasks
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SET status = 'active',
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is_pinned = FALSE,
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abandon_reason = NULL,
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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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_record_history(
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cur,
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task_id,
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action="cancel_abandon",
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old_status="abandoned",
|
||
new_status="active",
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old_task_type=task["task_type"],
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new_task_type=task["task_type"],
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)
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conn.commit()
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||
|
||
return {"id": task_id, "status": "active", "is_pinned": False}
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||
|
||
finally:
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conn.close()
|
||
|
||
|
||
# ---------------------------------------------------------------------------
|
||
# RNS1.1 扩展：辅助常量与工具函数
|
||
# ---------------------------------------------------------------------------
|
||
|
||
# 任务类型 → 中文标签
|
||
_TASK_TYPE_LABEL_MAP: dict[str, str] = {
|
||
"high_priority_recall": "高优先召回",
|
||
"priority_recall": "优先召回",
|
||
"follow_up_visit": "客户回访",
|
||
"relationship_building": "关系构建",
|
||
}
|
||
|
||
# 课程类型 → courseTypeClass 枚举映射（design.md 定义）
|
||
_COURSE_TYPE_CLASS_MAP: dict[str, str] = {
|
||
"basic": "basic",
|
||
"陪打": "basic",
|
||
"基础课": "basic",
|
||
"vip": "vip",
|
||
"包厢": "vip",
|
||
"包厢课": "vip",
|
||
"tip": "tip",
|
||
"超休": "tip",
|
||
"激励课": "tip",
|
||
"recharge": "recharge",
|
||
"充值": "recharge",
|
||
"incentive": "incentive",
|
||
"激励": "incentive",
|
||
}
|
||
|
||
# 维客线索 category → tag_color 映射
|
||
_CATEGORY_COLOR_MAP: dict[str, str] = {
|
||
"客户基础": "#0052d9",
|
||
"客户基础信息": "#0052d9",
|
||
"消费习惯": "#e34d59",
|
||
"玩法偏好": "#00a870",
|
||
"促销偏好": "#ed7b2f",
|
||
"促销接受": "#ed7b2f",
|
||
"社交关系": "#0594fa",
|
||
"重要反馈": "#a25eb5",
|
||
}
|
||
|
||
|
||
def map_course_type_class(raw_course_type: str | None) -> str:
|
||
"""将原始课程类型映射为统一枚举值（不带 tag- 前缀）。"""
|
||
if not raw_course_type:
|
||
return "basic"
|
||
return _COURSE_TYPE_CLASS_MAP.get(raw_course_type.strip(), "basic")
|
||
|
||
|
||
def compute_income_trend(current_income: float, prev_income: float) -> tuple[str, str]:
|
||
"""
|
||
计算收入趋势。
|
||
|
||
返回 (income_trend, income_trend_dir)。
|
||
如 (1000, 800) → ("↑200", "up")
|
||
"""
|
||
diff = current_income - prev_income
|
||
direction = "up" if diff >= 0 else "down"
|
||
arrow = "↑" if diff >= 0 else "↓"
|
||
trend = f"{arrow}{abs(diff):.0f}"
|
||
return trend, direction
|
||
|
||
|
||
def sanitize_tag(raw_tag: str | None) -> str:
|
||
"""去除 tag 中的换行符，多行标签使用空格分隔。"""
|
||
if not raw_tag:
|
||
return ""
|
||
return raw_tag.replace("\n", " ").strip()
|
||
|
||
|
||
def _extract_emoji_and_text(summary: str | None) -> tuple[str, str]:
|
||
"""
|
||
从 summary 中提取 emoji 前缀和正文。
|
||
|
||
AI 写入格式: "📅 偏好周末下午时段消费" → ("📅", "偏好周末下午时段消费")
|
||
手动写入无 emoji: "喜欢打中式" → ("", "喜欢打中式")
|
||
"""
|
||
if not summary:
|
||
return "", ""
|
||
# 检查第一个字符是否为 emoji（非 ASCII 且非中文常用范围）
|
||
first_char = summary[0]
|
||
if ord(first_char) > 0x2600 and summary[1:2] == " ":
|
||
return first_char, summary[2:].strip()
|
||
return "", summary.strip()
|
||
|
||
|
||
def _format_time(dt: datetime | None) -> str | None:
|
||
"""格式化时间为 ISO 字符串。"""
|
||
if dt is None:
|
||
return None
|
||
return dt.isoformat() if hasattr(dt, "isoformat") else str(dt)
|
||
|
||
|
||
# ---------------------------------------------------------------------------
|
||
# RNS1.1：get_task_list_v2（TASK-1 扩展版任务列表）
|
||
# ---------------------------------------------------------------------------
|
||
|
||
|
||
async def get_task_list_v2(
|
||
user_id: int,
|
||
site_id: int,
|
||
status: str,
|
||
page: int,
|
||
page_size: int,
|
||
) -> dict:
|
||
"""
|
||
扩展版任务列表（TASK-1）。
|
||
|
||
返回 { items, total, page, pageSize, performance }。
|
||
|
||
逻辑：
|
||
1. _get_assistant_id() 获取 assistant_id
|
||
2. 查询 coach_tasks 带分页（LIMIT/OFFSET + COUNT(*)）
|
||
3. fdw_queries 批量获取会员信息、余额、lastVisitDays
|
||
4. fdw_queries.get_salary_calc() 获取绩效概览
|
||
5. 查询 ai_cache 获取 aiSuggestion
|
||
6. 组装 TaskListResponse
|
||
|
||
扩展字段（lastVisitDays/balance/aiSuggestion）采用优雅降级。
|
||
"""
|
||
conn = _get_connection()
|
||
try:
|
||
assistant_id = _get_assistant_id(conn, user_id, site_id)
|
||
|
||
# ── 1. 查询任务列表（带分页 + 总数） ──
|
||
# 状态映射：前端 pending → active
|
||
db_status = "active" if status == "pending" else status
|
||
|
||
with conn.cursor() as cur:
|
||
# 总数
|
||
cur.execute(
|
||
"""
|
||
SELECT COUNT(*)
|
||
FROM biz.coach_tasks
|
||
WHERE site_id = %s AND assistant_id = %s AND status = %s
|
||
""",
|
||
(site_id, assistant_id, db_status),
|
||
)
|
||
total = cur.fetchone()[0]
|
||
|
||
# 分页查询
|
||
offset = (page - 1) * page_size
|
||
cur.execute(
|
||
"""
|
||
SELECT id, task_type, status, priority_score, is_pinned,
|
||
expires_at, created_at, member_id, abandon_reason
|
||
FROM biz.coach_tasks
|
||
WHERE site_id = %s AND assistant_id = %s AND status = %s
|
||
ORDER BY is_pinned DESC,
|
||
priority_score DESC NULLS LAST,
|
||
created_at ASC
|
||
LIMIT %s OFFSET %s
|
||
""",
|
||
(site_id, assistant_id, db_status, page_size, offset),
|
||
)
|
||
tasks = cur.fetchall()
|
||
conn.commit()
|
||
|
||
if not tasks:
|
||
# 即使无任务也需要返回绩效概览
|
||
performance = _build_performance_summary(conn, site_id, assistant_id)
|
||
return {
|
||
"items": [],
|
||
"total": 0,
|
||
"page": page,
|
||
"page_size": page_size,
|
||
"performance": performance,
|
||
}
|
||
|
||
member_ids = list({t[7] for t in tasks})
|
||
|
||
# ── 2. FDW 批量查询会员信息 ──
|
||
member_info_map: dict[int, dict] = {}
|
||
try:
|
||
member_info_map = fdw_queries.get_member_info(conn, site_id, member_ids)
|
||
except Exception:
|
||
logger.warning("FDW 查询会员信息失败", exc_info=True)
|
||
|
||
# ── 3. FDW 批量查询余额（优雅降级） ──
|
||
balance_map: dict[int, Decimal] = {}
|
||
try:
|
||
balance_map = fdw_queries.get_member_balance(conn, site_id, member_ids)
|
||
except Exception:
|
||
logger.warning("FDW 查询余额失败", exc_info=True)
|
||
|
||
# ── 4. FDW 批量查询 lastVisitDays（优雅降级） ──
|
||
last_visit_map: dict[int, int | None] = {}
|
||
try:
|
||
last_visit_map = fdw_queries.get_last_visit_days(conn, site_id, member_ids)
|
||
except Exception:
|
||
logger.warning("FDW 查询 lastVisitDays 失败", exc_info=True)
|
||
|
||
# ── 5. RS 指数（用于 heart_score） ──
|
||
# CHANGE 2026-03-20 | H2 FDW→直连ETL | fdw_etl → app（直连 ETL 库）
|
||
rs_map: dict[int, Decimal] = {}
|
||
try:
|
||
from app.services.fdw_queries import _fdw_context
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT member_id, COALESCE(rs_display, 0)
|
||
FROM app.v_dws_member_assistant_relation_index
|
||
WHERE assistant_id = %s AND member_id = ANY(%s)
|
||
""",
|
||
(assistant_id, member_ids),
|
||
)
|
||
for row in cur.fetchall():
|
||
rs_map[row[0]] = Decimal(str(row[1]))
|
||
except Exception:
|
||
logger.warning("ETL 查询 RS 指数失败", exc_info=True)
|
||
try:
|
||
conn.rollback()
|
||
except Exception:
|
||
pass
|
||
|
||
# ── 6. 查询 ai_cache 获取 aiSuggestion（优雅降级） ──
|
||
ai_suggestion_map: dict[int, str] = {}
|
||
try:
|
||
member_id_strs = [str(mid) for mid in member_ids]
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT target_id, result_json
|
||
FROM biz.ai_cache
|
||
WHERE site_id = %s
|
||
AND target_id = ANY(%s)
|
||
AND cache_type = 'app4_analysis'
|
||
ORDER BY created_at DESC
|
||
""",
|
||
(site_id, member_id_strs),
|
||
)
|
||
seen: set[str] = set()
|
||
for row in cur.fetchall():
|
||
target_id_str = str(row[0])
|
||
if target_id_str not in seen:
|
||
seen.add(target_id_str)
|
||
result = row[1] if isinstance(row[1], dict) else {}
|
||
summary = result.get("summary", "")
|
||
if summary:
|
||
ai_suggestion_map[int(target_id_str)] = summary
|
||
conn.commit()
|
||
except Exception:
|
||
logger.warning("查询 ai_cache aiSuggestion 失败", exc_info=True)
|
||
|
||
# ── 7. 查询备注存在性（has_note） ──
|
||
task_ids = [t[0] for t in tasks]
|
||
has_note_set: set[int] = set()
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT DISTINCT task_id
|
||
FROM biz.notes
|
||
WHERE task_id = ANY(%s)
|
||
""",
|
||
(task_ids,),
|
||
)
|
||
for row in cur.fetchall():
|
||
has_note_set.add(row[0])
|
||
conn.commit()
|
||
except Exception:
|
||
logger.warning("查询备注存在性失败", exc_info=True)
|
||
|
||
# ── 8. 绩效概览 ──
|
||
performance = _build_performance_summary(conn, site_id, assistant_id)
|
||
|
||
# ── 9. 组装 items ──
|
||
items = []
|
||
for task_row in tasks:
|
||
(task_id, task_type, task_status, priority_score,
|
||
is_pinned, expires_at, created_at, member_id, abandon_reason) = task_row
|
||
|
||
info = member_info_map.get(member_id, {})
|
||
customer_name = info.get("nickname") or info.get("member_name") or "未知客户"
|
||
rs_score = rs_map.get(member_id, Decimal("0"))
|
||
balance = balance_map.get(member_id)
|
||
|
||
items.append({
|
||
"id": task_id,
|
||
"customer_name": customer_name,
|
||
"customer_avatar": "/assets/images/avatar-default.png",
|
||
"task_type": task_type,
|
||
"task_type_label": _TASK_TYPE_LABEL_MAP.get(task_type, task_type),
|
||
"deadline": _format_time(expires_at),
|
||
"heart_score": float(rs_score),
|
||
"hobbies": [], # 暂无数据源，返回空数组
|
||
"is_pinned": bool(is_pinned),
|
||
"has_note": task_id in has_note_set,
|
||
"status": task_status,
|
||
"last_visit_days": last_visit_map.get(member_id),
|
||
"balance": float(balance) if balance is not None else None,
|
||
"ai_suggestion": ai_suggestion_map.get(member_id),
|
||
})
|
||
|
||
return {
|
||
"items": items,
|
||
"total": total,
|
||
"page": page,
|
||
"page_size": page_size,
|
||
"performance": performance,
|
||
}
|
||
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
def _build_performance_summary(conn, site_id: int, assistant_id: int) -> dict:
|
||
"""
|
||
构建绩效概览（PerformanceSummary）。
|
||
|
||
从 fdw_queries.get_salary_calc 获取当月和上月数据，
|
||
计算收入趋势。
|
||
"""
|
||
now = datetime.now()
|
||
year, month = now.year, now.month
|
||
|
||
# 当月绩效
|
||
salary = None
|
||
try:
|
||
salary = fdw_queries.get_salary_calc(conn, site_id, assistant_id, year, month)
|
||
except Exception:
|
||
logger.warning("FDW 查询当月绩效失败", exc_info=True)
|
||
|
||
# 上月绩效（用于收入趋势）
|
||
prev_year, prev_month = (year, month - 1) if month > 1 else (year - 1, 12)
|
||
prev_salary = None
|
||
try:
|
||
prev_salary = fdw_queries.get_salary_calc(conn, site_id, assistant_id, prev_year, prev_month)
|
||
except Exception:
|
||
logger.warning("FDW 查询上月绩效失败", exc_info=True)
|
||
|
||
current_income = salary["total_income"] if salary else 0.0
|
||
prev_income = prev_salary["total_income"] if prev_salary else 0.0
|
||
income_trend, income_trend_dir = compute_income_trend(current_income, prev_income)
|
||
|
||
tier_nodes = salary["tier_nodes"] if salary and salary.get("tier_nodes") else [0]
|
||
# tier_nodes 可能是 JSON 字符串或列表
|
||
if isinstance(tier_nodes, str):
|
||
try:
|
||
tier_nodes = json.loads(tier_nodes)
|
||
except (json.JSONDecodeError, TypeError):
|
||
tier_nodes = [0]
|
||
|
||
return {
|
||
"total_hours": salary["total_hours"] if salary else 0.0,
|
||
"total_income": current_income,
|
||
"total_customers": salary["total_customers"] if salary else 0,
|
||
"month_label": f"{month}月",
|
||
"tier_nodes": [float(n) for n in tier_nodes] if tier_nodes else [0],
|
||
"basic_hours": salary["basic_hours"] if salary else 0.0,
|
||
"bonus_hours": salary["bonus_hours"] if salary else 0.0,
|
||
"current_tier": salary["tier_index"] if salary else 0,
|
||
"next_tier_hours": salary["next_tier_hours"] if salary else 0.0,
|
||
"tier_completed": salary["tier_completed"] if salary else False,
|
||
"bonus_money": 0.0 if (salary and salary.get("tier_completed")) else (salary["bonus_money"] if salary else 0.0),
|
||
"income_trend": income_trend,
|
||
"income_trend_dir": income_trend_dir,
|
||
"prev_month": f"{prev_month}月",
|
||
"current_tier_label": salary["coach_level"] if salary else "",
|
||
}
|
||
|
||
|
||
# ---------------------------------------------------------------------------
|
||
# RNS1.1：get_task_detail（TASK-2 任务详情完整版）
|
||
# ---------------------------------------------------------------------------
|
||
|
||
|
||
async def get_task_detail(
|
||
task_id: int,
|
||
user_id: int,
|
||
site_id: int,
|
||
) -> dict:
|
||
"""
|
||
任务详情完整版（TASK-2）。
|
||
|
||
返回基础信息 + retentionClues + talkingPoints + serviceSummary
|
||
+ serviceRecords + aiAnalysis + notes + customerId。
|
||
|
||
权限校验：任务不存在 → 404，不属于当前助教 → 403。
|
||
"""
|
||
conn = _get_connection()
|
||
try:
|
||
assistant_id = _get_assistant_id(conn, user_id, site_id)
|
||
|
||
# ── 1. 查询任务基础信息 ──
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT id, task_type, status, priority_score, is_pinned,
|
||
expires_at, created_at, member_id, abandon_reason,
|
||
assistant_id, site_id
|
||
FROM biz.coach_tasks
|
||
WHERE id = %s
|
||
""",
|
||
(task_id,),
|
||
)
|
||
row = cur.fetchone()
|
||
|
||
if not row:
|
||
raise HTTPException(status_code=404, detail="任务不存在")
|
||
|
||
task_assistant_id = row[9]
|
||
task_site_id = row[10]
|
||
if task_site_id != site_id or task_assistant_id != assistant_id:
|
||
raise HTTPException(status_code=403, detail="无权访问该任务")
|
||
|
||
member_id = row[7]
|
||
task_type = row[1]
|
||
task_status = row[2]
|
||
is_pinned = row[4]
|
||
expires_at = row[5]
|
||
|
||
# ── 2. FDW 查询会员信息 ──
|
||
member_info_map: dict[int, dict] = {}
|
||
try:
|
||
member_info_map = fdw_queries.get_member_info(conn, site_id, [member_id])
|
||
except Exception:
|
||
logger.warning("FDW 查询会员信息失败", exc_info=True)
|
||
|
||
info = member_info_map.get(member_id, {})
|
||
customer_name = info.get("nickname") or "未知客户"
|
||
|
||
# RS 指数
|
||
# CHANGE 2026-03-20 | H2 FDW→直连ETL | fdw_etl → app（直连 ETL 库）
|
||
rs_score = Decimal("0")
|
||
try:
|
||
from app.services.fdw_queries import _fdw_context
|
||
|
||
with _fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT COALESCE(rs_display, 0)
|
||
FROM app.v_dws_member_assistant_relation_index
|
||
WHERE assistant_id = %s AND member_id = %s
|
||
""",
|
||
(assistant_id, member_id),
|
||
)
|
||
rs_row = cur.fetchone()
|
||
if rs_row:
|
||
rs_score = Decimal(str(rs_row[0]))
|
||
except Exception:
|
||
logger.warning("ETL 查询 RS 指数失败", exc_info=True)
|
||
|
||
# ── 3. 查询维客线索 ──
|
||
retention_clues = []
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT id, category, summary, detail, source
|
||
FROM public.member_retention_clue
|
||
WHERE member_id = %s AND site_id = %s
|
||
ORDER BY recorded_at DESC
|
||
""",
|
||
(member_id, site_id),
|
||
)
|
||
for clue_row in cur.fetchall():
|
||
category = clue_row[1] or ""
|
||
summary_raw = clue_row[2] or ""
|
||
detail = clue_row[3]
|
||
source = clue_row[4] or "manual"
|
||
|
||
emoji, text = _extract_emoji_and_text(summary_raw)
|
||
tag = sanitize_tag(category)
|
||
tag_color = _CATEGORY_COLOR_MAP.get(tag, "#999999")
|
||
|
||
retention_clues.append({
|
||
"tag": tag,
|
||
"tag_color": tag_color,
|
||
"emoji": emoji,
|
||
"text": text,
|
||
"source": source,
|
||
"desc": detail,
|
||
})
|
||
conn.commit()
|
||
except Exception:
|
||
logger.warning("查询维客线索失败", exc_info=True)
|
||
|
||
# ── 4. 查询 AI 缓存（talkingPoints + aiAnalysis） ──
|
||
talking_points: list[str] = []
|
||
ai_analysis = {"summary": "", "suggestions": []}
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT cache_type, result_json
|
||
FROM biz.ai_cache
|
||
WHERE target_id = %s AND site_id = %s
|
||
AND cache_type IN ('app4_analysis', 'app5_talking_points')
|
||
ORDER BY created_at DESC
|
||
""",
|
||
(str(member_id), site_id),
|
||
)
|
||
seen_types: set[str] = set()
|
||
for cache_row in cur.fetchall():
|
||
cache_type = cache_row[0]
|
||
if cache_type in seen_types:
|
||
continue
|
||
seen_types.add(cache_type)
|
||
|
||
result = cache_row[1] if isinstance(cache_row[1], dict) else {}
|
||
|
||
if cache_type == "app5_talking_points":
|
||
# talkingPoints: 话术列表
|
||
points = result.get("talking_points", [])
|
||
if isinstance(points, list):
|
||
talking_points = [str(p) for p in points]
|
||
elif cache_type == "app4_analysis":
|
||
# aiAnalysis: summary + suggestions
|
||
ai_analysis = {
|
||
"summary": result.get("summary", ""),
|
||
"suggestions": result.get("suggestions", []),
|
||
}
|
||
conn.commit()
|
||
except Exception:
|
||
logger.warning("查询 AI 缓存失败", exc_info=True)
|
||
|
||
# ── 5. FDW 查询服务记录（最多 20 条） ──
|
||
service_records_raw: list[dict] = []
|
||
try:
|
||
service_records_raw = fdw_queries.get_service_records_for_task(
|
||
conn, site_id, assistant_id, member_id, limit=20
|
||
)
|
||
except Exception:
|
||
logger.warning("FDW 查询服务记录失败", exc_info=True)
|
||
|
||
service_records = []
|
||
total_hours = 0.0
|
||
total_income = 0.0
|
||
for rec in service_records_raw:
|
||
hours = rec.get("service_hours", 0.0)
|
||
income = rec.get("income", 0.0)
|
||
total_hours += hours
|
||
total_income += income
|
||
|
||
# 时间格式化
|
||
settle_time = rec.get("settle_time")
|
||
date_str = ""
|
||
if settle_time:
|
||
if hasattr(settle_time, "strftime"):
|
||
date_str = settle_time.strftime("%Y-%m-%d")
|
||
else:
|
||
date_str = str(settle_time)[:10]
|
||
|
||
raw_course_type = rec.get("course_type", "")
|
||
type_class = map_course_type_class(raw_course_type)
|
||
|
||
service_records.append({
|
||
"table": rec.get("table_name"),
|
||
"type": raw_course_type or "基础课",
|
||
"type_class": type_class,
|
||
"record_type": "recharge" if type_class == "recharge" else "course",
|
||
"duration": hours,
|
||
"duration_raw": rec.get("service_hours_raw"),
|
||
"income": income,
|
||
"is_estimate": rec.get("is_estimate"),
|
||
"drinks": None,
|
||
"date": date_str,
|
||
})
|
||
|
||
avg_income = total_income / len(service_records) if service_records else 0.0
|
||
service_summary = {
|
||
"total_hours": round(total_hours, 2),
|
||
"total_income": round(total_income, 2),
|
||
"avg_income": round(avg_income, 2),
|
||
}
|
||
|
||
# ── 6. 查询备注（最多 20 条） ──
|
||
notes: list[dict] = []
|
||
has_note = False
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT id, content, type, ai_score, created_at
|
||
FROM biz.notes
|
||
WHERE task_id = %s
|
||
ORDER BY created_at DESC
|
||
LIMIT 20
|
||
""",
|
||
(task_id,),
|
||
)
|
||
for note_row in cur.fetchall():
|
||
has_note = True
|
||
note_type = note_row[2] or "normal"
|
||
# type → tag_type/tag_label 映射
|
||
tag_label = "回访" if note_type == "follow_up" else "普通"
|
||
|
||
notes.append({
|
||
"id": note_row[0],
|
||
"content": note_row[1] or "",
|
||
"tag_type": note_type,
|
||
"tag_label": tag_label,
|
||
"created_at": _format_time(note_row[4]) or "",
|
||
"score": note_row[3],
|
||
})
|
||
conn.commit()
|
||
except Exception:
|
||
logger.warning("查询备注失败", exc_info=True)
|
||
|
||
# ── 7. 组装 TaskDetailResponse ──
|
||
return {
|
||
"id": task_id,
|
||
"customer_name": customer_name,
|
||
"customer_avatar": "/assets/images/avatar-default.png",
|
||
"task_type": task_type,
|
||
"task_type_label": _TASK_TYPE_LABEL_MAP.get(task_type, task_type),
|
||
"deadline": _format_time(expires_at),
|
||
"heart_score": float(rs_score),
|
||
"hobbies": [],
|
||
"is_pinned": bool(is_pinned),
|
||
"has_note": has_note,
|
||
"status": task_status,
|
||
"customer_id": member_id,
|
||
"retention_clues": retention_clues,
|
||
"talking_points": talking_points,
|
||
"service_summary": service_summary,
|
||
"service_records": service_records,
|
||
"ai_analysis": ai_analysis,
|
||
"notes": notes,
|
||
}
|
||
|
||
finally:
|
||
conn.close()
|