浅念
3d5644c42a
评审修正(I1/M1-M4/M6): - I1 lifecycle_customers 历史改 (channel,peer) 键控跨owner合并,归属仍由 Customer.owner_account_id 决定——与批次A _lifecycle_daily 同口径;新增 共享客户测试(历史在他人账号下仍全量呈现) - M3 employees 行 comparisons 键域统一为指标源名(config code→spec.metric 映射,active_friends_band/call_band 不再出现),与 sections 一致 - M4 未回复分支空 owners 先短路,免去无效 finalize 调用 - M1 employee_metrics._percentile 改公有 percentile 供同包复用,删除 api_assembly.percentile_nearest(存储层 _percentile 不同层保留) - M2 drilldown 内联 SQL(FirstReplyFact/PhoneCall)下沉 api_assembly (fr_fact_rows/user_calls_page),路由层无裸查询 - M6 补 start>end→422 断言;新增 config_source=db 测试(激活配置 min_days=9→五天数据员工翻 insufficient_sample,守护生效可见) tests/test_management_api.py: 21 passed;全量 721 passed Co-Authored-By: Claude Code <noreply@anthropic.com>
532 lines
20 KiB
Python
532 lines
20 KiB
Python
"""管理 API 组装层(批次B Task B4)——router 六端点共用的重查询与行构造。
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拆出 router 的原因:employees/dashboard 的组装(多窗聚合 + 评分 + 异常 +
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对比派生)上百行,放 router 会淹没端点定义;本模块只做数据组装,参数
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校验/HTTP 语义留在 router。
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查询纪律(与 analytics.metrics 同):**禁止 asyncio.gather**——单
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AsyncSession 不能并发执行查询,全部顺序 await。重端点不做 N+1:
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period_metrics 每窗一次调用全员;员工循环(评分/异常)是纯函数。
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"""
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from __future__ import annotations
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import copy
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import statistics
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from bisect import bisect_right
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import sqlalchemy as sa
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.analytics.lifecycle import classify
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from app.db.models import (
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Customer,
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EmployeeCallDaily,
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EmployeeMetricDaily,
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EmployeeScoreConfig,
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FirstReplyFact,
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MsgDailyStats,
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PhoneCall,
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Staff,
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)
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from app.management.anomalies import detect_anomalies
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from app.management.employee_metrics import (
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PeriodMetrics,
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baseline_window,
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day_range,
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percentile,
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period_metrics,
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prev_window,
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team_medians,
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)
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from app.management.metric_definitions import DEFAULT_SCORE_CONFIG
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from app.management.scoring import derive_metrics, score_employee
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from app.storage.employee_metrics import METRIC_VERSION
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from app.storage.staff_summary import account_map
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from app.storage.summary import day_bounds_ms
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# 异常权重(anomaly_severity 排序/汇总):critical=2 / warning=1
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SEVERITY_WEIGHT = {"critical": 2, "warning": 1}
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# 派生指标中需对「员工派生值」另取中位的键(scoring.team 键=派生指标名;
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# 其余如 fr_p90_ms/active_friends/call_count 直接用 team_medians 输出)
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_DERIVED_MEDIAN_KEYS = ("reply_2h_rate", "reply_24h_rate", "active_share")
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async def load_score_config(session: AsyncSession) -> tuple[dict, str]:
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"""激活评分配置(DB)→ (config_json, "db");无 active 行 →
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(DEFAULT_SCORE_CONFIG 深拷贝, "default")——未跑种子的环境也能出分。"""
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row = (await session.execute(
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sa.select(EmployeeScoreConfig)
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.where(EmployeeScoreConfig.status == "active")
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.order_by(EmployeeScoreConfig.id.desc())
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.limit(1)
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)).scalar_one_or_none()
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if row is not None:
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return row.config_json, "db"
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return copy.deepcopy(DEFAULT_SCORE_CONFIG), "default"
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def team_derived_medians(metrics: dict[str, PeriodMetrics]) -> dict[str, float | None]:
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"""评分用团队中位:PeriodMetrics 字段中位 + 派生率/占比的员工级中位
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(scoring 要求 team 键=派生指标名,见其模块 docstring)。"""
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team = dict(team_medians(metrics))
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for key in _DERIVED_MEDIAN_KEYS:
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vals = [
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v for v in (derive_metrics(pm).get(key) for pm in metrics.values())
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if v is not None
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]
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team[key] = statistics.median(vals) if vals else None
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return team
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def score_with_guards(
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config: dict,
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cur: PeriodMetrics,
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baseline: PeriodMetrics | None = None,
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team: dict[str, float] | None = None,
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prev: PeriodMetrics | None = None,
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) -> dict:
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"""score_employee + min_days 接线(B2 评审遗留):当前窗天数 <
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config.sample_guards.min_days → score_status 覆盖 insufficient_sample,
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total/明细保留展示(按天稀疏的数据不参与考核但可查看)。"""
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score = score_employee(config, cur, baseline=baseline, team=team, prev=prev)
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min_days = config.get("sample_guards", {}).get("min_days", 5)
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if cur.days_with_data < min_days:
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score["score_status"] = "insufficient_sample"
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return score
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async def assemble_employees(
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session: AsyncSession,
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config: dict,
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start_day: int,
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end_day: int,
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channel: str | None,
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*,
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with_prev: bool = True,
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) -> dict[str, dict]:
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"""全员组装:staff → 当前/基线(/前)窗 period_metrics → 逐员工
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score_with_guards + detect_anomalies(纯函数循环)。
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dashboard 传 with_prev=False(只需评分+异常,省一次前窗聚合);
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employees/detail 需要 prev/团队中位时传 True。返回
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{uid: {name, is_on_job, cur, prev, baseline, score, anomalies,
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anomaly_count, anomaly_weight}}——过滤/排序/分页由调用方做。
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"""
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staff_rows = (await session.execute(
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sa.select(Staff.user_id, Staff.name, Staff.is_on_job)
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)).all()
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staff = {uid: (name, onjob) for uid, name, onjob in staff_rows if uid}
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if not staff:
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return {}
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n_days = len(day_range(start_day, end_day))
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cur = await period_metrics(session, start_day, end_day, channel)
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bs, be = baseline_window(start_day)
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base = await period_metrics(session, bs, be, channel)
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prev: dict[str, PeriodMetrics] | None = None
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team: dict[str, float | None] | None = None
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if with_prev:
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ps, pe = prev_window(start_day, end_day)
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prev = await period_metrics(session, ps, pe, channel)
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team = team_derived_medians(cur)
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out: dict[str, dict] = {}
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for uid, (name, onjob) in staff.items():
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c = cur.get(uid)
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if c is None: # 防御:period_metrics 恒含全员,此处不该走到
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continue
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b = base.get(uid)
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p = prev.get(uid) if prev is not None else None
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score = score_with_guards(config, c, baseline=b, team=team, prev=p)
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anomalies = detect_anomalies(uid, c, b, n_days=n_days, config=config)
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out[uid] = {
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"name": name,
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"is_on_job": onjob,
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"cur": c,
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"prev": p,
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"baseline": b,
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"score": score,
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"anomalies": anomalies,
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"anomaly_count": len(anomalies),
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"anomaly_weight": sum(
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SEVERITY_WEIGHT.get(a["severity"], 0) for a in anomalies
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),
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}
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return out
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def _code_to_source(config: dict) -> dict[str, str]:
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"""配置指标 code → 源指标名(spec.metric,无则 code 本身)。
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comparisons 键域统一为源指标名(与 derive_metrics / sections 端点一致,
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冻结批次C契约):active_friends_band→active_friends、call_band→call_count,
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其余 code 本身即源名。"""
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out: dict[str, str] = {}
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for dim in config.get("dimensions", {}).values():
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for code, spec in dim.get("metrics", {}).items():
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out[code] = spec.get("metric", code)
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return out
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def build_employee_row(uid: str, data: dict, config: dict) -> dict:
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"""employees 列表行:metrics 全字段 + comparisons 四值(自评分
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metrics_detail 透传,键映射为源指标名)+ score 摘要 + 异常计数/权重。"""
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score = data["score"]
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code_src = _code_to_source(config)
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return {
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"user_id": uid,
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"name": data["name"],
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"is_on_job": data["is_on_job"],
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"metrics": data["cur"]._asdict(),
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"comparisons": {
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code_src.get(code, code): {
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"current": d["value"],
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"prev": d["prev"],
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"baseline": d["baseline"],
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"median": d["median"],
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}
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for code, d in score["metrics_detail"].items()
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},
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"score": {
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"total_score": score["total_score"],
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"grade": score["grade"],
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"score_status": score["score_status"],
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"trial": score["trial"],
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"dimensions": {
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key: {"score": dim["score"], "status": dim["status"]}
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for key, dim in score["dimensions"].items()
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},
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},
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"anomaly_count": data["anomaly_count"],
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"anomaly_weight": data["anomaly_weight"],
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}
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def derived_comparisons(
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cur: PeriodMetrics,
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prev: PeriodMetrics | None,
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baseline: PeriodMetrics | None,
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team: dict[str, float | None] | None,
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) -> dict[str, dict]:
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"""四对比(current/prev/baseline/median),派生口径=scoring.derive_metrics
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——评分、异常、展示三方同一派生式。"""
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cv = derive_metrics(cur)
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pv = derive_metrics(prev) if prev is not None else {}
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bv = derive_metrics(baseline) if baseline is not None else {}
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return {
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key: {
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"current": cv.get(key),
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"prev": pv.get(key),
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"baseline": bv.get(key),
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"median": team.get(key) if team else None,
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}
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for key in cv
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}
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async def wide_daily_rows(
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session: AsyncSession,
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start_day: int,
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end_day: int,
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channel: str | None,
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user_id: str | None = None,
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) -> list[dict]:
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"""宽表逐日聚合(加性列跨渠道求和;user_id=None 为全员合计)。
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first_reply_p50/p90_ms 是 (day,channel,user) 行内单值不可求和:
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单员工视图(channel=None 双渠道同日)取当日 cust_threads 较大渠道的
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值(当日主力渠道,并列取 wechat);全员视图不取用这两列(分位由
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service_daily_trend 从 fact 精确算)。
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"""
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conds = [
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EmployeeMetricDaily.day.between(start_day, end_day),
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EmployeeMetricDaily.metric_version == METRIC_VERSION,
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]
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if channel is not None:
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conds.append(EmployeeMetricDaily.channel == channel)
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if user_id is not None:
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conds.append(EmployeeMetricDaily.user_id == user_id)
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rows = (await session.execute(
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sa.select(
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EmployeeMetricDaily.day.label("day"),
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EmployeeMetricDaily.channel.label("ch"),
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sa.func.sum(EmployeeMetricDaily.msg_sent).label("sent"),
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sa.func.sum(EmployeeMetricDaily.msg_recv).label("recv"),
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sa.func.sum(EmployeeMetricDaily.active_friends).label("af"),
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sa.func.sum(EmployeeMetricDaily.active_rooms).label("ar"),
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sa.func.sum(EmployeeMetricDaily.cust_threads).label("thr"),
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sa.func.sum(EmployeeMetricDaily.threads_answered).label("ans"),
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sa.func.sum(EmployeeMetricDaily.fr_sum_ms).label("frs"),
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sa.func.sum(EmployeeMetricDaily.new_customer_count).label("nw"),
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sa.func.sum(EmployeeMetricDaily.cooling_customer_count).label("cool"),
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sa.func.sum(EmployeeMetricDaily.dormant_customer_count).label("dorm"),
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sa.func.sum(EmployeeMetricDaily.reactivated_customer_count).label("react"),
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sa.func.max(EmployeeMetricDaily.first_reply_p50_ms).label("p50"),
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sa.func.max(EmployeeMetricDaily.first_reply_p90_ms).label("p90"),
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).where(*conds).group_by(EmployeeMetricDaily.day, EmployeeMetricDaily.channel)
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)).all()
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per_day: dict[int, dict] = {}
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def _blank(day: int) -> dict:
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return {
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"day": day, "msg_sent": 0, "msg_recv": 0, "active_friends": 0,
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"active_rooms": 0, "cust_threads": 0, "threads_answered": 0,
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"fr_sum_ms": 0, "new_customer_count": 0,
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"cooling_customer_count": 0, "dormant_customer_count": 0,
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"reactivated_customer_count": 0,
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"first_reply_p50_ms": None, "first_reply_p90_ms": None,
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"_pick": (-1, -1), # 主力渠道追踪 (cust_threads, wechat 加分)
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}
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for (day, ch, sent, recv, af, ar, thr, ans, frs, nw, cool, dorm,
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react, p50, p90) in rows:
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d = per_day.setdefault(day, _blank(day))
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d["msg_sent"] += int(sent or 0)
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d["msg_recv"] += int(recv or 0)
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d["active_friends"] += int(af or 0)
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d["active_rooms"] += int(ar or 0)
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d["cust_threads"] += int(thr or 0)
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d["threads_answered"] += int(ans or 0)
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d["fr_sum_ms"] += int(frs or 0)
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d["new_customer_count"] += int(nw or 0)
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d["cooling_customer_count"] += int(cool or 0)
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d["dormant_customer_count"] += int(dorm or 0)
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d["reactivated_customer_count"] += int(react or 0)
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if user_id is not None:
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pick = (int(thr or 0), 1 if ch == "wechat" else 0)
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if pick > d["_pick"]:
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d["_pick"] = pick
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d["first_reply_p50_ms"] = p50
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d["first_reply_p90_ms"] = p90
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out = []
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for day in sorted(per_day):
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d = per_day[day]
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d.pop("_pick", None)
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out.append(d)
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return out
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async def call_daily_rows(
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session: AsyncSession,
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start_day: int,
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end_day: int,
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user_id: str | None = None,
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) -> list[dict]:
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"""通话小表逐日聚合(恒全渠道——表无渠道维);user_id=None 为全员。"""
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conds = [EmployeeCallDaily.day.between(start_day, end_day)]
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if user_id is not None:
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conds.append(EmployeeCallDaily.user_id == user_id)
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rows = (await session.execute(
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sa.select(
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EmployeeCallDaily.day,
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sa.func.sum(EmployeeCallDaily.call_count),
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sa.func.sum(EmployeeCallDaily.call_seconds),
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sa.func.sum(EmployeeCallDaily.answered_call_count),
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sa.func.sum(EmployeeCallDaily.call_followup_count),
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).where(*conds).group_by(EmployeeCallDaily.day)
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)).all()
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return [
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{
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"day": day, "call_count": int(cc or 0),
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"call_seconds": int(cs or 0),
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"answered_call_count": int(ca or 0),
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"call_followup_count": int(cf or 0),
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}
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for day, cc, cs, ca, cf in rows
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]
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async def service_daily_trend(
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session: AsyncSession,
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start_day: int,
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end_day: int,
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channel: str | None,
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threads_by_day: dict[int, int],
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) -> list[dict]:
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"""服务趋势(dashboard 全团队):fact 逐日 (day, fr_ms) 行拉回 Python
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最近邻秩分位(跨员工合并样本——团队级分位);reply_2h_rate = fact
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当日 ≤2h 计数 / 宽表当日 cust_threads 合计(分母 0 → None)。
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输出全窗口逐日(无数据日 p50/p90 为 None),threads_by_day 来自
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wide_daily_rows 的全员 cust_threads 列。
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"""
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conds = [FirstReplyFact.day.between(start_day, end_day)]
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if channel is not None:
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conds.append(FirstReplyFact.channel == channel)
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rows = (await session.execute(
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sa.select(FirstReplyFact.day, FirstReplyFact.fr_ms).where(*conds)
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)).all()
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by_day: dict[int, list[int]] = {}
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for day, fr in rows:
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by_day.setdefault(day, []).append(int(fr))
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out = []
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for day in day_range(start_day, end_day):
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frs = by_day.get(day, [])
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cnt_2h = sum(1 for f in frs if f <= 7_200_000)
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denom = threads_by_day.get(day, 0)
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out.append({
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"day": day,
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"fr_p50_ms": percentile(frs, 1, 2),
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"fr_p90_ms": percentile(frs, 9, 10),
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"reply_2h_rate": (cnt_2h / denom) if denom else None,
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})
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return out
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async def user_owner_accounts(
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session: AsyncSession, user_id: str, channel: str | None
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) -> list[str]:
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"""员工在所选渠道下的 owner 账号(channel=None → 两渠道合并)。"""
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chs = ("wechat", "whatsapp") if channel is None else (channel,)
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out: list[str] = []
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for ch in chs:
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amap = await account_map(session, ch)
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out.extend(owner for owner, uid in amap.items() if uid == user_id)
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return out
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async def lifecycle_customers(
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session: AsyncSession,
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owner_accounts: list[str],
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as_of_day: int,
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want_state: str,
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) -> list[dict]:
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"""drilldown cooling/dormant:该员工账号归属客户(delete_flag 过滤)+
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msg_daily_stats friend 行全历史 → lifecycle.classify(as_of=窗口末日),
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返回状态匹配行 {friend_id, nickname, last_day, state},按 last_day asc
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(最陈旧在前)、friend_id asc 排序。
|
|
|
|
历史按 (channel, peer) 键控、跨 owner 合并——与批次A _lifecycle_daily
|
|
的 peer 键控口径一致(归属由 Customer.owner_account_id 决定,互动史
|
|
不随归属走:共享/换归属客户的全部历史都算,否则 KPI 计了而名单丢人)。
|
|
hist 为 ≤as_of 的历史消息数(时点语义,as_of 之后的消息不虚增沉睡门槛)。"""
|
|
custs = (await session.execute(
|
|
sa.select(Customer).where(
|
|
sa.or_(Customer.delete_flag.is_(None), Customer.delete_flag == 0),
|
|
Customer.owner_account_id.in_(owner_accounts),
|
|
)
|
|
)).scalars().all()
|
|
if not custs:
|
|
return []
|
|
ids = [c.friend_id for c in custs]
|
|
rows = (await session.execute(
|
|
sa.select(
|
|
MsgDailyStats.channel,
|
|
MsgDailyStats.peer_id,
|
|
MsgDailyStats.day,
|
|
MsgDailyStats.send_cnt,
|
|
MsgDailyStats.recv_cnt,
|
|
).where(
|
|
MsgDailyStats.peer_kind == "friend",
|
|
MsgDailyStats.peer_id.in_(ids),
|
|
)
|
|
)).all()
|
|
hist: dict[tuple[str, str], dict[int, int]] = {}
|
|
for ch, peer, day, snd, rcv in rows:
|
|
dm = hist.setdefault((ch, peer), {})
|
|
dm[day] = dm.get(day, 0) + int(snd or 0) + int(rcv or 0)
|
|
|
|
matches: list[dict] = []
|
|
for c in custs:
|
|
dm = hist.get((c.channel, c.friend_id))
|
|
if not dm:
|
|
continue
|
|
days_list = sorted(dm)
|
|
idx = bisect_right(days_list, as_of_day) - 1
|
|
if idx < 0:
|
|
continue # 窗口末日之前从未互动
|
|
last = days_list[idx]
|
|
prev_d = days_list[idx - 1] if idx > 0 else None
|
|
hist_msgs = sum(dm[d] for d in days_list[: idx + 1])
|
|
state = classify(days_list[0], last, prev_d, as_of_day, hist_msgs)
|
|
if state == want_state:
|
|
matches.append({
|
|
"friend_id": c.friend_id,
|
|
"nickname": c.friend_nickname or c.friend_remark or c.friend_id,
|
|
"last_day": last,
|
|
"state": state,
|
|
})
|
|
matches.sort(key=lambda m: (m["last_day"], m["friend_id"]))
|
|
return matches
|
|
|
|
|
|
async def fr_fact_rows(
|
|
session: AsyncSession,
|
|
owner_accounts: list[str],
|
|
channel: str | None,
|
|
start_day: int,
|
|
end_day: int,
|
|
*,
|
|
page: int,
|
|
page_size: int,
|
|
) -> tuple[int, list[dict]]:
|
|
"""drilldown 首响分位:该员工账号窗内 fact 逐串证据行,fr_ms desc
|
|
(同值按日/串末时刻 desc 决胜)分页。chat_hint 给出会话定位参数
|
|
(owner+talker 直达聊天记录)。返回 (total, items)。"""
|
|
conds = [
|
|
FirstReplyFact.day.between(start_day, end_day),
|
|
FirstReplyFact.owner_account_id.in_(owner_accounts),
|
|
]
|
|
if channel is not None:
|
|
conds.append(FirstReplyFact.channel == channel)
|
|
total = (await session.execute(
|
|
sa.select(sa.func.count()).select_from(FirstReplyFact).where(*conds)
|
|
)).scalar_one()
|
|
rows = (await session.execute(
|
|
sa.select(FirstReplyFact).where(*conds)
|
|
.order_by(FirstReplyFact.fr_ms.desc(), FirstReplyFact.day.desc(),
|
|
FirstReplyFact.thread_end_ts.desc())
|
|
.offset((page - 1) * page_size).limit(page_size)
|
|
)).scalars().all()
|
|
items = [{
|
|
"day": f.day,
|
|
"owner_account_id": f.owner_account_id,
|
|
"peer_id": f.peer_id,
|
|
"thread_end_ts": f.thread_end_ts,
|
|
"reply_ts": f.reply_ts,
|
|
"fr_ms": f.fr_ms,
|
|
"chat_hint": {"owner_account_id": f.owner_account_id,
|
|
"talker_id": f.peer_id},
|
|
} for f in rows]
|
|
return int(total), items
|
|
|
|
|
|
async def user_calls_page(
|
|
session: AsyncSession,
|
|
user_id: str,
|
|
start_day: int,
|
|
end_day: int,
|
|
*,
|
|
page: int,
|
|
page_size: int,
|
|
) -> tuple[int, list[dict]]:
|
|
"""drilldown 通话跟进:该员工窗内通话行(start_call_time desc,
|
|
call_id desc 决胜)分页。返回 (total, items)。"""
|
|
lo, _ = day_bounds_ms(start_day)
|
|
_, hi = day_bounds_ms(end_day) # 末日次日 00:00(左闭右开上界)
|
|
conds = [
|
|
PhoneCall.user_id == user_id,
|
|
PhoneCall.start_call_time.is_not(None),
|
|
PhoneCall.start_call_time >= lo,
|
|
PhoneCall.start_call_time < hi,
|
|
]
|
|
total = (await session.execute(
|
|
sa.select(sa.func.count()).select_from(PhoneCall).where(*conds)
|
|
)).scalar_one()
|
|
rows = (await session.execute(
|
|
sa.select(PhoneCall).where(*conds)
|
|
.order_by(PhoneCall.start_call_time.desc(), PhoneCall.call_id.desc())
|
|
.offset((page - 1) * page_size).limit(page_size)
|
|
)).scalars().all()
|
|
items = [{
|
|
"call_id": c.call_id,
|
|
"channel": c.channel,
|
|
"call_number": c.call_number,
|
|
"start_call_time": c.start_call_time,
|
|
"call_duration": c.call_duration,
|
|
} for c in rows]
|
|
return int(total), items
|