init

db/deal_outcome_db.py

@@ -0,0 +1,153 @@
+# -*- coding: utf-8 -*-
+"""
+成交/未成交记录 - 用于日报与数据分析
+"""
+import sqlite3
+import os
+from datetime import datetime
+from typing import List, Dict, Optional
+
+_DB_PATH = os.path.join(os.path.dirname(__file__), "deal_outcome_db", "outcomes.db")
+
+
+def _get_conn() -> sqlite3.Connection:
+    os.makedirs(os.path.dirname(_DB_PATH), exist_ok=True)
+    conn = sqlite3.connect(_DB_PATH)
+    conn.row_factory = sqlite3.Row
+    return conn
+
+
+def _init_db():
+    with _get_conn() as conn:
+        conn.execute("""
+            CREATE TABLE IF NOT EXISTS deal_outcomes (
+                id          INTEGER PRIMARY KEY AUTOINCREMENT,
+                customer_id TEXT    NOT NULL,
+                customer_name TEXT   DEFAULT '',
+                acc_id      TEXT    DEFAULT '',
+                platform    TEXT    DEFAULT '',
+                date        TEXT    NOT NULL,
+                outcome     TEXT    NOT NULL CHECK(outcome IN ('成交','未成交')),
+                reason      TEXT    DEFAULT '',
+                order_id    TEXT    DEFAULT '',
+                amount      REAL    DEFAULT 0,
+                discount_given INTEGER DEFAULT 0,
+                timestamp   TEXT    NOT NULL
+            )
+        """)
+        conn.execute("CREATE INDEX IF NOT EXISTS idx_deal_date ON deal_outcomes(date)")
+        conn.execute("CREATE INDEX IF NOT EXISTS idx_deal_customer ON deal_outcomes(customer_id)")
+        conn.execute("CREATE INDEX IF NOT EXISTS idx_deal_acc ON deal_outcomes(acc_id)")
+        conn.execute("CREATE INDEX IF NOT EXISTS idx_deal_outcome ON deal_outcomes(outcome)")
+        conn.commit()
+
+
+_init_db()
+
+
+def record_deal(
+    customer_id: str,
+    outcome: str,
+    reason: str = "",
+    customer_name: str = "",
+    acc_id: str = "",
+    platform: str = "",
+    order_id: str = "",
+    amount: float = 0,
+    discount_given: bool = False,
+):
+    """记录一笔成交或未成交"""
+    ts = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+    date = datetime.now().strftime("%Y-%m-%d")
+    with _get_conn() as conn:
+        conn.execute(
+            """INSERT INTO deal_outcomes
+               (customer_id, customer_name, acc_id, platform, date, outcome, reason,
+                order_id, amount, discount_given, timestamp)
+               VALUES (?,?,?,?,?,?,?,?,?,?,?)""",
+            (
+                customer_id,
+                customer_name or "",
+                acc_id or "",
+                platform or "",
+                date,
+                outcome,
+                reason or "",
+                order_id or "",
+                amount,
+                1 if discount_given else 0,
+                ts,
+            ),
+        )
+        conn.commit()
+
+
+def get_daily_outcomes(date: str = "") -> List[Dict]:
+    """获取指定日期的成交/未成交记录，用于日报"""
+    if not date:
+        date = datetime.now().strftime("%Y-%m-%d")
+    with _get_conn() as conn:
+        rows = conn.execute(
+            """
+            SELECT customer_id, customer_name, acc_id, outcome, reason,
+                   order_id, amount, discount_given, timestamp
+            FROM deal_outcomes
+            WHERE date = ?
+            ORDER BY timestamp ASC
+            """,
+            (date,),
+        ).fetchall()
+    return [dict(r) for r in rows]
+
+
+def get_daily_summary(date: str = "") -> Dict:
+    """获取指定日期的成交/未成交汇总统计"""
+    outcomes = get_daily_outcomes(date)
+    success = [o for o in outcomes if o["outcome"] == "成交"]
+    fail = [o for o in outcomes if o["outcome"] == "未成交"]
+
+    # 按原因分组
+    fail_by_reason: Dict[str, int] = {}
+    for o in fail:
+        r = o.get("reason") or "其他"
+        fail_by_reason[r] = fail_by_reason.get(r, 0) + 1
+
+    return {
+        "date": date or datetime.now().strftime("%Y-%m-%d"),
+        "成交数": len(success),
+        "未成交数": len(fail),
+        "成交金额": sum(o.get("amount") or 0 for o in success),
+        "成交明细": success,
+        "未成交明细": fail,
+        "未成交原因分布": fail_by_reason,
+    }
+
+
+def export_for_analysis(start_date: str = "", end_date: str = "") -> List[Dict]:
+    """
+    导出成交/未成交记录，供数据库分析。
+    日期格式 YYYY-MM-DD，留空则查全部。
+    """
+    with _get_conn() as conn:
+        if start_date and end_date:
+            rows = conn.execute(
+                """SELECT * FROM deal_outcomes
+                   WHERE date BETWEEN ? AND ?
+                   ORDER BY date, timestamp""",
+                (start_date, end_date),
+            ).fetchall()
+        elif start_date:
+            rows = conn.execute(
+                """SELECT * FROM deal_outcomes WHERE date >= ? ORDER BY date, timestamp""",
+                (start_date,),
+            ).fetchall()
+        elif end_date:
+            rows = conn.execute(
+                """SELECT * FROM deal_outcomes WHERE date <= ? ORDER BY date, timestamp""",
+                (end_date,),
+            ).fetchall()
+        else:
+            rows = conn.execute(
+                """SELECT * FROM deal_outcomes ORDER BY date, timestamp"""
+            ).fetchall()
+    return [dict(r) for r in rows]