247 lines
8.5 KiB
Python
247 lines
8.5 KiB
Python
# -*- coding: utf-8 -*-
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"""
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成交/未成交记录 - 用于日报与数据分析
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"""
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import sqlite3
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import os
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from datetime import datetime
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from typing import List, Dict, Optional
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_DB_PATH = os.path.join(os.path.dirname(__file__), "deal_outcome_db", "outcomes.db")
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_DB_TYPE = os.getenv("DB_TYPE", "sqlite").lower()
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_MYSQL_HOST = os.getenv("MYSQL_HOST", "127.0.0.1")
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_MYSQL_PORT = int(os.getenv("MYSQL_PORT", "3306"))
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_MYSQL_USER = os.getenv("MYSQL_USER", "root")
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_MYSQL_PASSWORD = os.getenv("MYSQL_PASSWORD", "")
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_MYSQL_DATABASE = os.getenv("MYSQL_DATABASE", "ai_cs")
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class _CompatResult:
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def __init__(self, rows=None, rowcount: int = 0, lastrowid: int = 0):
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self._rows = rows or []
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self.rowcount = rowcount
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self.lastrowid = lastrowid
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def fetchall(self):
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return self._rows
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def fetchone(self):
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return self._rows[0] if self._rows else None
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class _PyMySQLCompatConn:
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def __init__(self, conn):
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self._conn = conn
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def __enter__(self):
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return self
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def __exit__(self, exc_type, exc, tb):
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if exc_type:
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try:
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self._conn.rollback()
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except Exception:
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pass
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self._conn.close()
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def execute(self, query: str, args=None):
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cur = self._conn.cursor()
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cur.execute(query, args or ())
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rows = cur.fetchall() if cur.description else []
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res = _CompatResult(rows=rows, rowcount=cur.rowcount, lastrowid=getattr(cur, "lastrowid", 0))
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cur.close()
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return res
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def commit(self):
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self._conn.commit()
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def _is_mysql() -> bool:
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return _DB_TYPE in ("mysql", "mariadb")
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def _sql(query: str) -> str:
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return query.replace("?", "%s") if _is_mysql() else query
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def _get_conn() -> sqlite3.Connection:
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if _is_mysql():
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import pymysql
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conn = pymysql.connect(
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host=_MYSQL_HOST,
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port=_MYSQL_PORT,
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user=_MYSQL_USER,
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password=_MYSQL_PASSWORD,
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database=_MYSQL_DATABASE,
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charset="utf8mb4",
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cursorclass=pymysql.cursors.DictCursor,
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autocommit=False,
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)
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return _PyMySQLCompatConn(conn)
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os.makedirs(os.path.dirname(_DB_PATH), exist_ok=True)
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conn = sqlite3.connect(_DB_PATH)
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conn.row_factory = sqlite3.Row
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return conn
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def _init_db():
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with _get_conn() as conn:
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if _is_mysql():
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conn.execute("""
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CREATE TABLE IF NOT EXISTS deal_outcomes (
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id INTEGER PRIMARY KEY AUTO_INCREMENT,
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customer_id VARCHAR(128) NOT NULL,
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customer_name VARCHAR(255) DEFAULT '',
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acc_id VARCHAR(128) DEFAULT '',
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platform VARCHAR(64) DEFAULT '',
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date DATE NOT NULL,
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outcome VARCHAR(16) NOT NULL,
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reason TEXT,
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order_id VARCHAR(128) DEFAULT '',
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amount REAL DEFAULT 0,
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discount_given INTEGER DEFAULT 0,
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timestamp DATETIME NOT NULL
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
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""")
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idx_rows = conn.execute("SHOW INDEX FROM deal_outcomes").fetchall()
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exists = {str(r.get("Key_name", "")) for r in idx_rows}
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if "idx_deal_date" not in exists:
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conn.execute("CREATE INDEX idx_deal_date ON deal_outcomes(date)")
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if "idx_deal_customer" not in exists:
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conn.execute("CREATE INDEX idx_deal_customer ON deal_outcomes(customer_id)")
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if "idx_deal_acc" not in exists:
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conn.execute("CREATE INDEX idx_deal_acc ON deal_outcomes(acc_id)")
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if "idx_deal_outcome" not in exists:
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conn.execute("CREATE INDEX idx_deal_outcome ON deal_outcomes(outcome)")
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else:
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conn.execute("""
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CREATE TABLE IF NOT EXISTS deal_outcomes (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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customer_id TEXT NOT NULL,
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customer_name TEXT DEFAULT '',
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acc_id TEXT DEFAULT '',
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platform TEXT DEFAULT '',
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date TEXT NOT NULL,
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outcome TEXT NOT NULL CHECK(outcome IN ('成交','未成交')),
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reason TEXT DEFAULT '',
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order_id TEXT DEFAULT '',
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amount REAL DEFAULT 0,
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discount_given INTEGER DEFAULT 0,
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timestamp TEXT NOT NULL
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)
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""")
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conn.execute("CREATE INDEX IF NOT EXISTS idx_deal_date ON deal_outcomes(date)")
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conn.execute("CREATE INDEX IF NOT EXISTS idx_deal_customer ON deal_outcomes(customer_id)")
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conn.execute("CREATE INDEX IF NOT EXISTS idx_deal_acc ON deal_outcomes(acc_id)")
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conn.execute("CREATE INDEX IF NOT EXISTS idx_deal_outcome ON deal_outcomes(outcome)")
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conn.commit()
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_init_db()
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def record_deal(
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customer_id: str,
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outcome: str,
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reason: str = "",
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customer_name: str = "",
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acc_id: str = "",
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platform: str = "",
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order_id: str = "",
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amount: float = 0,
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discount_given: bool = False,
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):
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"""记录一笔成交或未成交"""
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ts = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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date = datetime.now().strftime("%Y-%m-%d")
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with _get_conn() as conn:
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conn.execute(
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_sql("""INSERT INTO deal_outcomes
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(customer_id, customer_name, acc_id, platform, date, outcome, reason,
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order_id, amount, discount_given, timestamp)
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VALUES (?,?,?,?,?,?,?,?,?,?,?)"""),
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(
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customer_id,
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customer_name or "",
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acc_id or "",
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platform or "",
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date,
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outcome,
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reason or "",
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order_id or "",
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amount,
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1 if discount_given else 0,
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ts,
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),
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)
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conn.commit()
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def get_daily_outcomes(date: str = "") -> List[Dict]:
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"""获取指定日期的成交/未成交记录，用于日报"""
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if not date:
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date = datetime.now().strftime("%Y-%m-%d")
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with _get_conn() as conn:
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rows = conn.execute(
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_sql("""
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SELECT customer_id, customer_name, acc_id, outcome, reason,
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order_id, amount, discount_given, timestamp
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FROM deal_outcomes
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WHERE date = ?
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ORDER BY timestamp ASC
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"""),
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(date,),
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).fetchall()
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return [dict(r) for r in rows]
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def get_daily_summary(date: str = "") -> Dict:
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"""获取指定日期的成交/未成交汇总统计"""
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outcomes = get_daily_outcomes(date)
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success = [o for o in outcomes if o["outcome"] == "成交"]
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fail = [o for o in outcomes if o["outcome"] == "未成交"]
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# 按原因分组
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fail_by_reason: Dict[str, int] = {}
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for o in fail:
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r = o.get("reason") or "其他"
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fail_by_reason[r] = fail_by_reason.get(r, 0) + 1
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return {
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"date": date or datetime.now().strftime("%Y-%m-%d"),
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"成交数": len(success),
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"未成交数": len(fail),
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"成交金额": sum(o.get("amount") or 0 for o in success),
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"成交明细": success,
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"未成交明细": fail,
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"未成交原因分布": fail_by_reason,
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}
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def export_for_analysis(start_date: str = "", end_date: str = "") -> List[Dict]:
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"""
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导出成交/未成交记录，供数据库分析。
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日期格式 YYYY-MM-DD，留空则查全部。
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"""
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with _get_conn() as conn:
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if start_date and end_date:
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rows = conn.execute(
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_sql("""SELECT * FROM deal_outcomes
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WHERE date BETWEEN ? AND ?
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ORDER BY date, timestamp"""),
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(start_date, end_date),
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).fetchall()
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elif start_date:
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rows = conn.execute(
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_sql("""SELECT * FROM deal_outcomes WHERE date >= ? ORDER BY date, timestamp"""),
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(start_date,),
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).fetchall()
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elif end_date:
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rows = conn.execute(
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_sql("""SELECT * FROM deal_outcomes WHERE date <= ? ORDER BY date, timestamp"""),
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(end_date,),
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).fetchall()
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else:
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rows = conn.execute(
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"""SELECT * FROM deal_outcomes ORDER BY date, timestamp"""
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).fetchall()
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return [dict(r) for r in rows]
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