87 lines
3.1 KiB
Python
87 lines
3.1 KiB
Python
"""驾驶舱聚合（首页数据与待办聚合，PRD §4.1）。
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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；
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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。
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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 (
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CUSTOMER_REL_STATUS_CLOSED,
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CUSTOMER_REL_STATUS_SIGNED,
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REPORT_SEND_STATUS_DRAFT,
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REPORT_SEND_STATUS_SENT,
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TODO_STATUS_PENDING,
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)
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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_todo import AdvisorTodoRepo
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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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def _todo_summary(todo) -> dict:
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return {
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"id": todo.id,
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"todo_type": todo.todo_type,
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"customer_id": todo.customer_id,
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"priority": todo.priority,
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"status": todo.status,
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"due_at": todo.due_at.isoformat() if todo.due_at else None,
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}
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async def get_dashboard(db: AsyncSession, user: SysUser) -> dict:
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relation_repo = CustomerRelationRepo(db)
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todo_repo = AdvisorTodoRepo(db)
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report_repo = AdvisorReportRepo(db)
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visit_repo = AdvisorVisitRecordRepo(db)
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pending = await todo_repo.count_by_advisor(advisor_id=user.id, status=TODO_STATUS_PENDING)
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pending_items = await todo_repo.list_by_advisor(
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advisor_id=user.id, status=TODO_STATUS_PENDING, limit=10, offset=0
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)
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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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closed = await relation_repo.count_customer_rows(
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advisor_id=user.id, status=CUSTOMER_REL_STATUS_CLOSED
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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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draft = await report_repo.count_by_advisor(
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advisor_id=user.id, send_status=REPORT_SEND_STATUS_DRAFT
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)
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visits = await visit_repo.count_by_advisor(advisor_id=user.id)
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# 客户分层：C1-C5 各档人数（未知等级归入 unknown）
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levels = {k: 0 for k in ("C1", "C2", "C3", "C4", "C5")}
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unknown = 0
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for level, cnt in await relation_repo.risk_level_distribution(user.id):
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if level in levels:
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levels[level] = cnt
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else:
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unknown += cnt
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return {
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"todos": {
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"pending": pending,
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"items": [_todo_summary(todo) for todo in pending_items],
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},
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"overview": {
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"total_customers": total,
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"signed_customers": signed,
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"closed_customers": closed,
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"churn_rate": round(closed / total, 4) if total else 0.0,
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"total_aum": f"{aum:.2f}",
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"reports_sent": sent,
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"reports_draft": draft,
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"visits_count": visits,
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},
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"customer_levels": {**levels, "unknown": unknown},
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}
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