514 lines
18 KiB
Python
514 lines
18 KiB
Python
#!/usr/bin/env python3
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"""将 sx 库 CRM 线索相关表迁入 shanxia2.0。
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顺序：crm_clue → crm_clue_follow
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用户外键经 user_mapping 转换；附件 OSS ID → 目标 sys_oss 相对 URL。
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用法：
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cd backend
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venv/bin/python scripts/migrate_crm_clue.py --dry-run --env-file .env.production
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venv/bin/python scripts/migrate_crm_clue.py --env-file .env.production
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"""
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from __future__ import annotations
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import argparse
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import csv
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import os
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import sys
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from dataclasses import dataclass, field
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from datetime import datetime
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from pathlib import Path
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from typing import Any, Dict, List, Optional, Tuple
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from urllib.parse import urlparse, urlunparse
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from sqlalchemy import create_engine, text
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from sqlalchemy.engine import Engine
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BACKEND_ROOT = Path(__file__).resolve().parents[1]
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MIGRATION_DIR = BACKEND_ROOT / "scripts" / "migration"
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if str(BACKEND_ROOT) not in sys.path:
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sys.path.insert(0, str(BACKEND_ROOT))
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if str(MIGRATION_DIR) not in sys.path:
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sys.path.insert(0, str(MIGRATION_DIR))
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from minio_url import resolve_oss_id_csv # noqa: E402
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DEFAULT_TENANT_NO = "shanxia2.0"
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CRM_ADMIN_SOURCE_USER_ID = 1
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CUSTOMER_TYPE_MAP = {
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"company": "company",
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"person": "person",
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"未分类": None,
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"a类国央企单位": "A类国央企业",
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"A类国央企单位": "A类国央企业",
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"A类国央企业": "A类国央企业",
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"b类股份制企业": "B类股份制企业",
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"B类股份制企业": "B类股份制企业",
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"c类私营单位": "C类私营企业",
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"C类私营企业": "C类私营企业",
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"d外商投资企业": "D外商投资企业",
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"D外商投资企业": "D外商投资企业",
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"e类国资委企业": "5",
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"5": "5",
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}
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FOLLOW_TYPE_MAP = {
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"电话": "phone",
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"phone": "phone",
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"微信": "wechat",
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"wechat": "wechat",
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"邮件": "email",
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"email": "email",
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"拜访": "visit",
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"visit": "visit",
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"其他": "other",
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"other": "other",
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}
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MIGRATION_STEPS = (
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("crm_clue", "clue"),
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("crm_clue_follow", "clue_follow"),
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)
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@dataclass
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class StepStats:
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source_count: int = 0
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inserted: int = 0
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updated: int = 0
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skipped: int = 0
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@dataclass
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class MigrationStats:
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steps: Dict[str, StepStats] = field(default_factory=dict)
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warnings: List[str] = field(default_factory=list)
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def step(self, name: str) -> StepStats:
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if name not in self.steps:
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self.steps[name] = StepStats()
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return self.steps[name]
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def legacy_id_to_str(legacy_id: Any) -> Optional[str]:
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if legacy_id is None or str(legacy_id).strip() == "":
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return None
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try:
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return str(int(legacy_id))
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except (TypeError, ValueError):
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return str(legacy_id).strip()
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def derive_source_url(target_url: str, source_db: str = "sx") -> str:
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return urlunparse(urlparse(target_url)._replace(path=f"/{source_db}"))
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def load_settings_env(env_file: Optional[str]) -> None:
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if env_file:
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os.environ["ENV_FILE"] = env_file
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from dotenv import load_dotenv
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candidates: List[Path] = []
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if env_file:
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p = Path(env_file)
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candidates.append(p if p.is_absolute() else BACKEND_ROOT / p)
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candidates.extend([BACKEND_ROOT / ".env.production", BACKEND_ROOT / ".env"])
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for path in candidates:
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if path.is_file():
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load_dotenv(path, override=True)
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break
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def load_runtime_settings():
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from app.core.config import Settings
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return Settings()
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def load_user_mapping(path: Path) -> Tuple[Dict[int, str], Optional[str]]:
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crm_map: Dict[int, str] = {}
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admin_id: Optional[str] = None
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with path.open(encoding="utf-8-sig", newline="") as f:
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for row in csv.DictReader(f):
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new_id = (row.get("new_user_id") or "").strip()
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user_no = (row.get("user_no") or "").strip()
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crm_raw = (row.get("crm_user_id") or "").strip()
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if user_no == "admin" and new_id:
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admin_id = new_id
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if crm_raw and new_id:
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try:
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crm_map[int(crm_raw)] = new_id
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except ValueError:
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pass
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return crm_map, admin_id
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def fetch_portal_admin_id(target_engine: Engine) -> Optional[str]:
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with target_engine.connect() as conn:
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row = conn.execute(
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text("SELECT id FROM sys_user WHERE user_no='admin' AND del_flag=0 LIMIT 1")
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).first()
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return str(row[0]) if row and row[0] else None
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def resolve_portal_user_id(
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source_user_id: Any,
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crm_user_map: Dict[int, str],
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admin_id: Optional[str],
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stats: MigrationStats,
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label: str,
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) -> Optional[str]:
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if source_user_id is None or str(source_user_id).strip() == "":
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return None
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try:
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uid = int(source_user_id)
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except (TypeError, ValueError):
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stats.warnings.append(f"{label}: 非法用户 id {source_user_id!r}")
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return None
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if uid == CRM_ADMIN_SOURCE_USER_ID:
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return admin_id
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mapped = crm_user_map.get(uid)
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if not mapped:
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stats.warnings.append(f"{label}: crm_user_id={uid} 无映射")
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return mapped
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def load_oss_id_to_url(target_engine: Engine, tenant_no: str) -> Dict[str, str]:
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with target_engine.connect() as conn:
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rows = conn.execute(
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text("SELECT id, url FROM sys_oss WHERE tenant_no=:t AND del_flag=0"),
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{"t": tenant_no},
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).mappings().all()
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return {str(r["id"]): (r["url"] or "").strip() for r in rows if r["id"]}
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def normalize_customer_type(raw: Any, stats: MigrationStats, label: str) -> Optional[str]:
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value = (str(raw).strip() if raw is not None else "") or ""
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if not value:
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return None
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if value in CUSTOMER_TYPE_MAP:
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mapped = CUSTOMER_TYPE_MAP[value]
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if mapped is None:
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stats.warnings.append(f"{label}: customer_type={value!r} 已置空")
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return mapped
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lowered = value.lower()
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for key, mapped in CUSTOMER_TYPE_MAP.items():
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if key.lower() == lowered:
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return mapped
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stats.warnings.append(f"{label}: customer_type={value!r} 未识别，已置空")
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return None
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def normalize_follow_type(raw: Any) -> str:
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value = (str(raw).strip() if raw is not None else "") or "other"
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return FOLLOW_TYPE_MAP.get(value, FOLLOW_TYPE_MAP.get(value.lower(), "other"))
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def _str_or_none(value: Any, max_len: int = 0) -> Optional[str]:
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if value is None:
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return None
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s = str(value).strip()
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if not s:
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return None
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return s[:max_len] if max_len else s
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def fetch_source_rows(engine: Engine, table: str, include_deleted: bool) -> List[dict]:
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where = "" if include_deleted else "WHERE del_flag = 0"
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sql = f"SELECT * FROM `{table}` {where} ORDER BY id ASC"
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with engine.connect() as conn:
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return [dict(r._mapping) for r in conn.execute(text(sql))]
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def target_row_exists(conn, table: str, row_id: str) -> bool:
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return int(conn.execute(text(f"SELECT COUNT(*) FROM `{table}` WHERE id=:id"), {"id": row_id}).scalar_one()) > 0
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def transform_clue(
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row: dict,
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tenant_no: str,
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crm_user_map: Dict[int, str],
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admin_id: Optional[str],
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stats: MigrationStats,
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) -> dict:
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rid = legacy_id_to_str(row["id"])
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label = f"clue#{rid}"
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def map_user(field_val: Any) -> Optional[str]:
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return resolve_portal_user_id(field_val, crm_user_map, admin_id, stats, label)
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return {
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"id": rid,
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"clue_name": (row.get("clue_name") or "")[:100],
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"mobile": (row.get("mobile") or "")[:20],
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"company": _str_or_none(row.get("company"), 200),
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"customer_type": normalize_customer_type(row.get("customer_type"), stats, label),
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"telephone": _str_or_none(row.get("telephone"), 30),
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"email": _str_or_none(row.get("email"), 100),
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"title": _str_or_none(row.get("title"), 10),
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"position": _str_or_none(row.get("position"), 50),
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"source": (row.get("source") or "")[:20],
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"level": (row.get("level") or "unrated")[:10],
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"industry": _str_or_none(row.get("industry"), 50),
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"park_area": _str_or_none(row.get("park_area"), 100),
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"province": _str_or_none(row.get("province"), 50),
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"city": _str_or_none(row.get("city"), 50),
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"district": _str_or_none(row.get("district"), 50),
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"address": _str_or_none(row.get("address"), 255),
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"website": _str_or_none(row.get("website"), 500),
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"intent_products": _str_or_none(row.get("intent_products"), 500),
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"expect_time": row.get("expect_time"),
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"budget": _str_or_none(row.get("budget"), 20),
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"requirement": row.get("requirement"),
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"status": (row.get("status") or "new")[:20],
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"owner_user_id": map_user(row.get("owner_user_id")),
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"owner_user_name": _str_or_none(row.get("owner_user_name"), 50),
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"last_time": row.get("last_time"),
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"next_time": row.get("next_time"),
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"follow_count": int(row.get("follow_count") or 0),
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"is_converted": int(row.get("is_converted") or 0),
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"converted_time": row.get("converted_time"),
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"customer_id": legacy_id_to_str(row.get("customer_id")),
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"converted_by": map_user(row.get("converted_by")),
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"assign_time": row.get("assign_time"),
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"assign_by": map_user(row.get("assign_by")),
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"tenant_no": tenant_no,
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"order_num": 0,
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"remark": _str_or_none(row.get("remark"), 500),
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"create_by": map_user(row.get("create_by")),
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"create_dept_id": "",
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"create_time": row.get("create_time") or datetime.now(),
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"update_by": map_user(row.get("update_by")),
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"update_time": row.get("update_time") or row.get("create_time") or datetime.now(),
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"del_flag": int(row.get("del_flag") or 0),
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}
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def transform_clue_follow(
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row: dict,
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tenant_no: str,
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crm_user_map: Dict[int, str],
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admin_id: Optional[str],
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oss_map: Dict[str, str],
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stats: MigrationStats,
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) -> dict:
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rid = legacy_id_to_str(row["id"])
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label = f"clue_follow#{rid}"
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owner_id = resolve_portal_user_id(row.get("create_by"), crm_user_map, admin_id, stats, label)
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return {
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"id": rid,
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"clue_id": legacy_id_to_str(row.get("clue_id")),
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"clue_name": _str_or_none(row.get("clue_name"), 100),
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"follow_type": normalize_follow_type(row.get("follow_type")),
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"follow_content": row.get("follow_content") or "",
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"next_time": row.get("next_time"),
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"attachments": resolve_oss_id_csv(row.get("attachments"), oss_map) or None,
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"create_by_name": _str_or_none(row.get("create_by_name"), 50),
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"tenant_no": tenant_no,
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"order_num": 0,
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"remark": _str_or_none(row.get("remark"), 500),
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"create_by": owner_id,
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"create_dept_id": "",
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"create_time": row.get("create_time") or datetime.now(),
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"update_by": resolve_portal_user_id(row.get("update_by"), crm_user_map, admin_id, stats, label),
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"update_time": row.get("update_time") or row.get("create_time") or datetime.now(),
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"del_flag": int(row.get("del_flag") or 0),
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}
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INSERT_CLUE_SQL = text(
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"""
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INSERT INTO crm_clue (
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id, clue_name, mobile, company, customer_type, telephone, email, title, position,
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source, level, industry, park_area, province, city, district, address, website,
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intent_products, expect_time, budget, requirement, status, owner_user_id, owner_user_name,
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last_time, next_time, follow_count, is_converted, converted_time, customer_id,
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converted_by, assign_time, assign_by, tenant_no, order_num, remark,
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create_by, create_dept_id, create_time, update_by, update_time, del_flag
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) VALUES (
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:id, :clue_name, :mobile, :company, :customer_type, :telephone, :email, :title, :position,
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:source, :level, :industry, :park_area, :province, :city, :district, :address, :website,
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:intent_products, :expect_time, :budget, :requirement, :status, :owner_user_id, :owner_user_name,
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:last_time, :next_time, :follow_count, :is_converted, :converted_time, :customer_id,
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:converted_by, :assign_time, :assign_by, :tenant_no, :order_num, :remark,
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:create_by, :create_dept_id, :create_time, :update_by, :update_time, :del_flag
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)
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"""
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)
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INSERT_CLUE_FOLLOW_SQL = text(
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"""
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INSERT INTO crm_clue_follow (
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id, clue_id, clue_name, follow_type, follow_content, next_time, attachments,
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create_by_name, tenant_no, order_num, remark, create_by, create_dept_id,
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create_time, update_by, update_time, del_flag
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) VALUES (
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:id, :clue_id, :clue_name, :follow_type, :follow_content, :next_time, :attachments,
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:create_by_name, :tenant_no, :order_num, :remark, :create_by, :create_dept_id,
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:create_time, :update_by, :update_time, :del_flag
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)
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"""
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)
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STEP_INSERT_SQL = {
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"crm_clue": INSERT_CLUE_SQL,
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"crm_clue_follow": INSERT_CLUE_FOLLOW_SQL,
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}
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def write_mapping_csv(source_rows: List[dict], path: Path) -> None:
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path.parent.mkdir(parents=True, exist_ok=True)
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migrated_at = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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with path.open("w", encoding="utf-8", newline="") as f:
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w = csv.DictWriter(f, fieldnames=["source_id", "new_id", "migrated_at"])
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w.writeheader()
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for row in source_rows:
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sid = legacy_id_to_str(row["id"])
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w.writerow({"source_id": sid, "new_id": sid, "migrated_at": migrated_at})
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def migrate_table(
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source_engine: Engine,
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target_engine: Engine,
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table: str,
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*,
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tenant_no: str,
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crm_user_map: Dict[int, str],
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admin_id: Optional[str],
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oss_map: Dict[str, str],
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stats: MigrationStats,
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dry_run: bool,
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update_existing: bool,
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include_deleted: bool,
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) -> List[dict]:
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step = stats.step(table)
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source_rows = fetch_source_rows(source_engine, table, include_deleted)
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step.source_count = len(source_rows)
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transformers = {
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"crm_clue": lambda r: transform_clue(r, tenant_no, crm_user_map, admin_id, stats),
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"crm_clue_follow": lambda r: transform_clue_follow(
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r, tenant_no, crm_user_map, admin_id, oss_map, stats
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),
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}
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payloads = [transformers[table](r) for r in source_rows]
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if dry_run:
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step.inserted = len(payloads)
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return source_rows
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insert_sql = STEP_INSERT_SQL[table]
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with target_engine.begin() as conn:
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for payload in payloads:
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rid = payload["id"]
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if target_row_exists(conn, table, rid):
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if update_existing:
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step.skipped += 1
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else:
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step.skipped += 1
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else:
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conn.execute(insert_sql, payload)
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step.inserted += 1
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return source_rows
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def print_report(stats: MigrationStats, dry_run: bool) -> None:
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mode = "DRY-RUN" if dry_run else "COMMITTED"
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print(f"\n=== CRM 线索表迁移 [{mode}] ===")
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for table, _ in MIGRATION_STEPS:
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s = stats.step(table)
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print(f"{table}: 源={s.source_count} 插入={s.inserted} 跳过={s.skipped}")
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if stats.warnings:
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print(f"警告 ({len(stats.warnings)}):")
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for w in stats.warnings[:20]:
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print(f" - {w}")
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if len(stats.warnings) > 20:
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print(f" ... 另有 {len(stats.warnings) - 20} 条")
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def run_migration(
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source_engine: Engine,
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target_engine: Engine,
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*,
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tenant_no: str,
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user_mapping_path: Path,
|
|
mapping_dir: Path,
|
|
dry_run: bool,
|
|
update_existing: bool,
|
|
include_deleted: bool,
|
|
only_tables: Optional[List[str]],
|
|
) -> MigrationStats:
|
|
stats = MigrationStats()
|
|
crm_user_map, admin_id = load_user_mapping(user_mapping_path)
|
|
if not admin_id:
|
|
admin_id = fetch_portal_admin_id(target_engine)
|
|
oss_map = load_oss_id_to_url(target_engine, tenant_no)
|
|
print(f"sys_oss 映射条数: {len(oss_map)}")
|
|
|
|
selected = [t for t, _ in MIGRATION_STEPS if not only_tables or t in only_tables]
|
|
for table in selected:
|
|
print(f"\n>> 迁移 {table} ...")
|
|
source_rows = migrate_table(
|
|
source_engine,
|
|
target_engine,
|
|
table,
|
|
tenant_no=tenant_no,
|
|
crm_user_map=crm_user_map,
|
|
admin_id=admin_id,
|
|
oss_map=oss_map,
|
|
stats=stats,
|
|
dry_run=dry_run,
|
|
update_existing=update_existing,
|
|
include_deleted=include_deleted,
|
|
)
|
|
if table == "crm_clue" and not dry_run:
|
|
write_mapping_csv(source_rows, mapping_dir / "crm_clue_id_mapping.csv")
|
|
|
|
print_report(stats, dry_run)
|
|
return stats
|
|
|
|
|
|
def main() -> int:
|
|
parser = argparse.ArgumentParser(description="Migrate CRM clue tables from sx to portal")
|
|
parser.add_argument("--source-url", default="")
|
|
parser.add_argument("--target-url", default="")
|
|
parser.add_argument("--tenant-no", default=DEFAULT_TENANT_NO)
|
|
parser.add_argument(
|
|
"--user-mapping",
|
|
default=str(BACKEND_ROOT.parent / "docs/data-migration/mappings/user_mapping_result.csv"),
|
|
)
|
|
parser.add_argument("--dry-run", action="store_true")
|
|
parser.add_argument("--update", action="store_true")
|
|
parser.add_argument("--include-deleted", action="store_true")
|
|
parser.add_argument("--tables", default="", help="逗号分隔，默认全部两表")
|
|
parser.add_argument("--env-file", default=os.environ.get("ENV_FILE", ""))
|
|
args = parser.parse_args()
|
|
|
|
load_settings_env(args.env_file or None)
|
|
settings = load_runtime_settings()
|
|
target_url = args.target_url or settings.DATABASE_URL
|
|
source_url = args.source_url or os.environ.get("SX_SOURCE_DATABASE_URL") or derive_source_url(target_url)
|
|
only_tables = [t.strip() for t in args.tables.split(",") if t.strip()] or None
|
|
|
|
print(f"源库: {urlparse(source_url).path}")
|
|
print(f"目标库: {urlparse(target_url).path}")
|
|
|
|
run_migration(
|
|
create_engine(source_url, pool_pre_ping=True),
|
|
create_engine(target_url, pool_pre_ping=True),
|
|
tenant_no=args.tenant_no,
|
|
user_mapping_path=Path(args.user_mapping),
|
|
mapping_dir=BACKEND_ROOT.parent / "docs/data-migration/mappings",
|
|
dry_run=args.dry_run,
|
|
update_existing=args.update,
|
|
include_deleted=args.include_deleted,
|
|
only_tables=only_tables,
|
|
)
|
|
return 0
|
|
|
|
|
|
if __name__ == "__main__":
|
|
raise SystemExit(main())
|