257 lines
9.4 KiB
Python
257 lines
9.4 KiB
Python
"""CRM 客户公海池定时任务"""
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import logging
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from datetime import datetime, timedelta
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from sqlalchemy.orm import Session
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from app.core.database import SessionLocal
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from app.core.utils import generate_uuid
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from app.models.crm_models import CrmCustomer, CrmCustomerPool, CrmCustomerPoolRule
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logger = logging.getLogger(__name__)
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PROTECT_MIN_FOLLOW_COUNT = 3
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PROTECT_REMIND_DAYS = 3
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def check_customer_protect_time():
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"""每天凌晨1点：检查保护期到期客户，跟进次数不足则退回公海"""
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db: Session = SessionLocal()
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try:
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logger.info("======== 开始执行保护期到期检查任务 ========")
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now = datetime.now()
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customers = (
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db.query(CrmCustomer)
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.filter(
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CrmCustomer.del_flag == 0,
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CrmCustomer.status == "normal",
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CrmCustomer.protect_time.isnot(None),
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CrmCustomer.protect_time <= now,
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CrmCustomer.owner_user_id.isnot(None),
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)
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.all()
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)
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logger.info("查询到 %d 个保护期到期的客户", len(customers))
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recycle_count = 0
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qualified_count = 0
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for customer in customers:
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try:
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follow_count = customer.follow_count or 0
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if follow_count < PROTECT_MIN_FOLLOW_COUNT:
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_recycle_to_pool(db, customer, f"保护期到期未达标：跟进次数{follow_count}次，要求{PROTECT_MIN_FOLLOW_COUNT}次")
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recycle_count += 1
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else:
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customer.protect_time = None
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customer.update_time = now
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db.flush()
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qualified_count += 1
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except Exception:
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logger.exception("处理客户【%s】保护期到期失败", customer.customer_name)
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db.commit()
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logger.info(
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"======== 保护期到期检查任务完成：共 %d 个，达标 %d 个，退回公海 %d 个 ========",
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len(customers), qualified_count, recycle_count,
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)
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except Exception:
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db.rollback()
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logger.exception("保护期到期检查任务异常")
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finally:
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db.close()
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def remind_customer_recycle():
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"""每天早上9点：保护期到期提醒（3天内到期且跟进不足）"""
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db: Session = SessionLocal()
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try:
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logger.info("======== 开始执行保护期到期提醒任务 ========")
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now = datetime.now()
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remind_deadline = now + timedelta(days=PROTECT_REMIND_DAYS)
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customers = (
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db.query(CrmCustomer)
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.filter(
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CrmCustomer.del_flag == 0,
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CrmCustomer.status == "normal",
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CrmCustomer.protect_time.isnot(None),
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CrmCustomer.protect_time > now,
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CrmCustomer.protect_time <= remind_deadline,
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CrmCustomer.owner_user_id.isnot(None),
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)
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.all()
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)
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logger.info("查询到 %d 个客户保护期即将到期", len(customers))
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remind_count = 0
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for customer in customers:
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try:
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follow_count = customer.follow_count or 0
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if follow_count < PROTECT_MIN_FOLLOW_COUNT:
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remaining_days = (customer.protect_time - now).days
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logger.info(
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"提醒负责人【%s】：客户【%s】保护期还剩%d天，当前跟进%d次，需达到%d次",
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customer.owner_user_name, customer.customer_name,
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remaining_days, follow_count, PROTECT_MIN_FOLLOW_COUNT,
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)
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remind_count += 1
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except Exception:
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logger.exception("提醒客户【%s】保护期到期失败", customer.customer_name)
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logger.info("======== 保护期到期提醒任务完成：共提醒 %d 个客户 ========", remind_count)
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except Exception:
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logger.exception("保护期到期提醒任务异常")
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finally:
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db.close()
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def pool_recovery_job():
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"""每天凌晨2点：执行公海池规则自动回收"""
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db: Session = SessionLocal()
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try:
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logger.info("======== 开始执行公海池规则自动回收任务 ========")
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from app.crud.crm.pool_rule import _execute_single_rule
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tenants = [r[0] for r in db.query(CrmCustomerPoolRule.tenant_no).filter(
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CrmCustomerPoolRule.del_flag == 0,
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CrmCustomerPoolRule.status == "enable",
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).distinct().all()]
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total = 0
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for tenant_no in tenants:
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rules = (
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db.query(CrmCustomerPoolRule)
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.filter(
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CrmCustomerPoolRule.tenant_no == tenant_no,
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CrmCustomerPoolRule.status == "enable",
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CrmCustomerPoolRule.del_flag == 0,
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)
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.order_by(CrmCustomerPoolRule.sort.asc())
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.all()
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)
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for rule in rules:
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try:
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total += _execute_single_rule(db, tenant_no, rule)
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except Exception:
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logger.exception("执行公海规则失败: %s", rule.pool_name)
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db.commit()
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logger.info("======== 公海池规则自动回收任务完成：共回收 %d 个客户 ========", total)
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except Exception:
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db.rollback()
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logger.exception("公海池规则自动回收任务异常")
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finally:
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db.close()
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def warn_customer_recycle():
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"""每天上午10点：即将被回收客户预警"""
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db: Session = SessionLocal()
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try:
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logger.info("======== 开始执行即将被回收客户预警任务 ========")
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now = datetime.now()
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tenants = [r[0] for r in db.query(CrmCustomerPoolRule.tenant_no).filter(
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CrmCustomerPoolRule.del_flag == 0,
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CrmCustomerPoolRule.status == "enable",
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).distinct().all()]
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warn_count = 0
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for tenant_no in tenants:
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rules = (
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db.query(CrmCustomerPoolRule)
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.filter(
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CrmCustomerPoolRule.tenant_no == tenant_no,
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CrmCustomerPoolRule.status == "enable",
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CrmCustomerPoolRule.del_flag == 0,
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)
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.all()
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)
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for rule in rules:
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try:
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warn_days = max(3, rule.timeout_days - 3)
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warn_date = now + timedelta(days=warn_days)
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if rule.rule_type == "no_follow":
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at_risk = (
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db.query(CrmCustomer)
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.filter(
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CrmCustomer.tenant_no == tenant_no,
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CrmCustomer.del_flag == 0,
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CrmCustomer.status == "normal",
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CrmCustomer.deal_status != "dealed",
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CrmCustomer.last_time.isnot(None),
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CrmCustomer.last_time <= warn_date,
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)
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.all()
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)
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elif rule.rule_type == "no_deal":
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at_risk = (
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db.query(CrmCustomer)
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.filter(
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CrmCustomer.tenant_no == tenant_no,
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CrmCustomer.del_flag == 0,
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CrmCustomer.status == "normal",
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CrmCustomer.deal_status == "not_deal",
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CrmCustomer.claim_time.isnot(None),
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CrmCustomer.claim_time <= warn_date,
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)
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.all()
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)
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else:
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continue
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for c in at_risk:
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logger.info(
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"预警：客户【%s】即将被规则【%s】回收，负责人【%s】",
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c.customer_name, rule.pool_name, c.owner_user_name,
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)
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warn_count += 1
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except Exception:
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logger.exception("预警规则【%s】执行失败", rule.pool_name)
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logger.info("======== 即将被回收客户预警任务完成：共 %d 个客户 ========", warn_count)
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except Exception:
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logger.exception("即将被回收客户预警任务异常")
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finally:
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db.close()
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def _recycle_to_pool(db: Session, customer: CrmCustomer, reason: str):
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"""将客户退回公海池"""
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now = datetime.now()
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original_owner_id = customer.owner_user_id or ""
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original_owner_name = customer.owner_user_name or ""
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customer.status = "pool"
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customer.owner_user_id = None
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customer.owner_user_name = None
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customer.into_pool_time = now
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customer.into_pool_by = None
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customer.into_pool_reason = reason
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customer.protect_time = None
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customer.claim_time = None
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customer.update_time = now
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pool_record = CrmCustomerPool(
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id=generate_uuid(),
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customer_id=customer.id,
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customer_name=customer.customer_name,
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operation_type="recycle",
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from_user_id=original_owner_id,
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from_user_name=original_owner_name,
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reason=reason,
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tenant_no=customer.tenant_no,
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create_by=None,
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create_by_name="系统",
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create_time=now,
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update_time=now,
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)
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db.add(pool_record)
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db.flush()
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