shanxia2.0/backend/app/crud/crm/statistics.py

"""CRM 统计分析 CRUD"""
from __future__ import annotations

from datetime import datetime, timedelta
from typing import Any, Dict, List, Optional

from sqlalchemy import and_, func
from sqlalchemy.orm import Session

from app.models.crm_models import CrmCustomer, CrmCustomerFollow
from app.crud.crm.data_scope_helpers import apply_crm_create_by_scope, apply_crm_owner_scope


def _customer_base_query(db: Session, tenant_no: str, user_info=None):
    q = db.query(CrmCustomer).filter(
        CrmCustomer.tenant_no == tenant_no,
        CrmCustomer.del_flag == 0,
    )
    if user_info:
        q = apply_crm_owner_scope(q, CrmCustomer, user_info, db, tenant_no)
    return q


def get_overview_statistics(
    db: Session, tenant_no: str, user_id: str = None, user_info=None
) -> Dict[str, Any]:
    """客户统计概览：客户总数、公海池数、本月新增、成交数"""
    base = _customer_base_query(db, tenant_no, user_info=user_info)
    total = base.count()
    pool_count = base.filter(CrmCustomer.status == "pool").count()

    now = datetime.now()
    month_start = now.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
    month_new = base.filter(CrmCustomer.create_time >= month_start).count()

    deal_count = base.filter(CrmCustomer.deal_status == "dealed").count()

    return {
        "total": total,
        "poolCount": pool_count,
        "monthNew": month_new,
        "dealCount": deal_count,
    }


def get_source_statistics(
    db: Session, tenant_no: str, user_info=None
) -> List[Dict[str, Any]]:
    """按客户来源统计"""
    rows = (
        _customer_base_query(db, tenant_no, user_info=user_info)
        .with_entities(CrmCustomer.source, func.count(CrmCustomer.id).label("count"))
        .group_by(CrmCustomer.source)
        .all()
    )
    return [{"source": r.source or "未知", "count": r.count} for r in rows]


def get_level_statistics(
    db: Session, tenant_no: str, user_info=None
) -> List[Dict[str, Any]]:
    """按客户级别统计"""
    rows = (
        _customer_base_query(db, tenant_no, user_info=user_info)
        .with_entities(CrmCustomer.level, func.count(CrmCustomer.id).label("count"))
        .group_by(CrmCustomer.level)
        .all()
    )
    return [{"level": r.level or "未知", "count": r.count} for r in rows]


def get_industry_statistics(
    db: Session, tenant_no: str, user_info=None
) -> List[Dict[str, Any]]:
    """按行业统计"""
    rows = (
        _customer_base_query(db, tenant_no, user_info=user_info)
        .with_entities(CrmCustomer.industry, func.count(CrmCustomer.id).label("count"))
        .group_by(CrmCustomer.industry)
        .all()
    )
    return [{"industry": r.industry or "未知", "count": r.count} for r in rows]


def get_trend_statistics(
    db: Session,
    tenant_no: str,
    start_date: str = None,
    end_date: str = None,
    user_info=None,
) -> List[Dict[str, Any]]:
    """成交趋势（按月统计成交客户数）"""
    query = _customer_base_query(db, tenant_no, user_info=user_info).with_entities(
        func.date_format(CrmCustomer.deal_time, "%Y-%m").label("month"),
        func.count(CrmCustomer.id).label("count"),
    ).filter(
        CrmCustomer.deal_status == "dealed",
        CrmCustomer.deal_time.isnot(None),
    )
    if start_date:
        query = query.filter(CrmCustomer.deal_time >= start_date)
    if end_date:
        query = query.filter(CrmCustomer.deal_time <= end_date + " 23:59:59")
    rows = query.group_by("month").order_by("month").all()
    return [{"month": r.month, "count": r.count} for r in rows]


def get_owner_statistics(
    db: Session, tenant_no: str, user_info=None
) -> List[Dict[str, Any]]:
    """按负责人统计客户数"""
    rows = (
        _customer_base_query(db, tenant_no, user_info=user_info)
        .with_entities(
            CrmCustomer.owner_user_name,
            func.count(CrmCustomer.id).label("count"),
        )
        .group_by(CrmCustomer.owner_user_id, CrmCustomer.owner_user_name)
        .all()
    )
    return [{"ownerName": r.owner_user_name or "无", "count": r.count} for r in rows]


def get_follow_statistics(
    db: Session,
    tenant_no: str,
    start_date: str = None,
    end_date: str = None,
    user_info=None,
) -> Dict[str, Any]:
    """跟进统计"""
    base = db.query(CrmCustomerFollow).filter(
        CrmCustomerFollow.tenant_no == tenant_no,
        CrmCustomerFollow.del_flag == 0,
    )
    if user_info:
        base = apply_crm_create_by_scope(base, CrmCustomerFollow, user_info, db, tenant_no)
    if start_date:
        base = base.filter(CrmCustomerFollow.follow_time >= start_date)
    if end_date:
        base = base.filter(CrmCustomerFollow.follow_time <= end_date + " 23:59:59")

    total = base.count()

    # 按跟进方式分组
    type_rows = (
        base.with_entities(
            CrmCustomerFollow.follow_type,
            func.count(CrmCustomerFollow.id).label("count"),
        )
        .group_by(CrmCustomerFollow.follow_type)
        .all()
    )
    by_type = [{"type": r.follow_type or "未知", "count": r.count} for r in type_rows]

    # 按负责人分组
    owner_rows = (
        base.with_entities(
            CrmCustomerFollow.owner_user_name,
            func.count(CrmCustomerFollow.id).label("count"),
        )
        .group_by(CrmCustomerFollow.owner_user_id, CrmCustomerFollow.owner_user_name)
        .all()
    )
    by_owner = [
        {"ownerName": r.owner_user_name or "无", "count": r.count} for r in owner_rows
    ]

    return {
        "total": total,
        "byType": by_type,
        "byOwner": by_owner,
    }