feat:新增投顾工作台相关接口

2026-09-12 20:42:33 +08:00
parent b95fb5d4f7
commit 639a10e10a
50 changed files with 3434 additions and 14 deletions
@@ -0,0 +1,69 @@
+"""驾驶舱聚合（首页数据与待办聚合，PRD §4.1）。
+
+口径说明（E1 最小口径）：总 AUM=名下客户「持有中」持仓市值之和；有效客户=signed；
+流失率=closed/总客户；报告产出/发送=advisor_report 计数。回访完成率等精细口径 P2 后置。
+"""
+from __future__ import annotations
+
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from common_const import (
+    CUSTOMER_REL_STATUS_CLOSED,
+    CUSTOMER_REL_STATUS_SIGNED,
+    REPORT_SEND_STATUS_DRAFT,
+    REPORT_SEND_STATUS_SENT,
+    TODO_STATUS_PENDING,
+)
+from model.sys_user import SysUser
+from repositories.advisor_report import AdvisorReportRepo
+from repositories.advisor_todo import AdvisorTodoRepo
+from repositories.advisor_visit_record import AdvisorVisitRecordRepo
+from repositories.customer_relation import CustomerRelationRepo
+
+
+async def get_dashboard(db: AsyncSession, user: SysUser) -> dict:
+    relation_repo = CustomerRelationRepo(db)
+    todo_repo = AdvisorTodoRepo(db)
+    report_repo = AdvisorReportRepo(db)
+    visit_repo = AdvisorVisitRecordRepo(db)
+
+    pending = await todo_repo.count_by_advisor(advisor_id=user.id, status=TODO_STATUS_PENDING)
+    total = await relation_repo.count_customer_rows(advisor_id=user.id)
+    signed = await relation_repo.count_customer_rows(
+        advisor_id=user.id, status=CUSTOMER_REL_STATUS_SIGNED
+    )
+    closed = await relation_repo.count_customer_rows(
+        advisor_id=user.id, status=CUSTOMER_REL_STATUS_CLOSED
+    )
+    aum = await relation_repo.sum_holdings_value(user.id)
+    sent = await report_repo.count_by_advisor(
+        advisor_id=user.id, send_status=REPORT_SEND_STATUS_SENT
+    )
+    draft = await report_repo.count_by_advisor(
+        advisor_id=user.id, send_status=REPORT_SEND_STATUS_DRAFT
+    )
+    visits = await visit_repo.count_by_advisor(advisor_id=user.id)
+
+    # 客户分层：C1-C5 各档人数（未知等级归入 unknown）
+    levels = {k: 0 for k in ("C1", "C2", "C3", "C4", "C5")}
+    unknown = 0
+    for level, cnt in await relation_repo.risk_level_distribution(user.id):
+        if level in levels:
+            levels[level] = cnt
+        else:
+            unknown += cnt
+
+    return {
+        "todos": {"pending": pending},
+        "overview": {
+            "total_customers": total,
+            "signed_customers": signed,
+            "closed_customers": closed,
+            "churn_rate": round(closed / total, 4) if total else 0.0,
+            "total_aum": f"{aum:.2f}",
+            "reports_sent": sent,
+            "reports_draft": draft,
+            "visits_count": visits,
+        },
+        "customer_levels": {**levels, "unknown": unknown},
+    }