tw/db/deal_outcome_db.py

# -*- 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]