39 lines
1.4 KiB
Python
39 lines
1.4 KiB
Python
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"""个人绩效统计（PRD §4.7）。
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口径说明（E1 最小口径）：个人 AUM=名下客户持有中市值之和；报告发送数=advisor_report
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sent 计数；回访次数=advisor_visit_record 计数。服务完成率/回访达标率等 P2 后置。
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"""
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from __future__ import annotations
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from sqlalchemy.ext.asyncio import AsyncSession
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from common_const import CUSTOMER_REL_STATUS_SIGNED, REPORT_SEND_STATUS_SENT
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from model.sys_user import SysUser
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from repositories.advisor_report import AdvisorReportRepo
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from repositories.advisor_visit_record import AdvisorVisitRecordRepo
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from repositories.customer_relation import CustomerRelationRepo
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async def personal_report(db: AsyncSession, user: SysUser) -> dict:
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relation_repo = CustomerRelationRepo(db)
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report_repo = AdvisorReportRepo(db)
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visit_repo = AdvisorVisitRecordRepo(db)
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total = await relation_repo.count_customer_rows(advisor_id=user.id)
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signed = await relation_repo.count_customer_rows(
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advisor_id=user.id, status=CUSTOMER_REL_STATUS_SIGNED
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)
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aum = await relation_repo.sum_holdings_value(user.id)
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sent = await report_repo.count_by_advisor(
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advisor_id=user.id, send_status=REPORT_SEND_STATUS_SENT
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)
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visits = await visit_repo.count_by_advisor(advisor_id=user.id)
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return {
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"total_aum": f"{aum:.2f}",
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"total_customers": total,
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"signed_customers": signed,
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"reports_sent": sent,
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"visits_count": visits,
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}
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