feat: 新增产品管理模块 + AI基于产品详情生成范式对话 + 一键远程部署脚本
- schema.sql: 新增 product 表(positioning/selling_points) + deal 表加 product_id + 序列重置 + ALTER TABLE 迁移 - server.py: 产品 CRUD API + deal 关联 product_id + 仪表盘产品线统计 + 范式对话动态读取产品详情 - index.html: 产品管理页面 + 录入成交产品下拉 + 仪表盘增强 + 范式对话产品选择 + 导航通用化 - run_demo.sh: python 改 python3 + 预置成交关联 product_id - deploy.sh: 一键远程部署脚本(rsync+ssh+重启) - deploy_remote.sh: 远程数据库迁移脚本
This commit is contained in:
selfrelease
+277
-14
@@ -75,6 +75,7 @@ class DealCreate(BaseModel):
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salesperson_id: int
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customer_id: int | None = None
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contact_id: int | None = None
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product_id: int | None = None
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product_name: str
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amount: float
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deal_date: str
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@@ -82,6 +83,32 @@ class DealCreate(BaseModel):
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status: str = "closed"
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class ProductCreate(BaseModel):
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"""新增产品请求模型。"""
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name: str
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category: str
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spec: str | None = None
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price: float | None = None
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description: str | None = None
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positioning: str | None = None
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selling_points: list[str] | None = None
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target_audience: str | None = None
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status: str = "active"
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class ProductUpdate(BaseModel):
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"""编辑产品请求模型。"""
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name: str | None = None
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category: str | None = None
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spec: str | None = None
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price: float | None = None
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description: str | None = None
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positioning: str | None = None
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selling_points: list[str] | None = None
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target_audience: str | None = None
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status: str | None = None
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class AnalyzeRequest(BaseModel):
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mode: str = "rule"
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force: bool = False
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@@ -134,11 +161,33 @@ def dashboard():
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for r in cur.fetchall()
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]
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# 按产品线统计本月销售额
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cur.execute("""
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SELECT p.category,
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COALESCE(sum(d.amount), 0) AS amount,
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count(*) AS deal_count
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FROM deal d
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LEFT JOIN product p ON p.id = d.product_id
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WHERE d.status = 'closed'
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AND d.deal_date >= date_trunc('month', now())
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GROUP BY p.category
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ORDER BY amount DESC
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""")
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product_stats = [
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{
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"category": r[0] or "未分类",
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"amount": float(r[1]),
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"deal_count": r[2],
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}
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for r in cur.fetchall()
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]
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return {
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"total_messages": total_messages,
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"active_customers": active_customers,
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"monthly_deal_amount": monthly_deal_amount,
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"salespersons": salespersons,
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"product_stats": product_stats,
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}
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finally:
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put_conn(conn)
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@@ -371,14 +420,23 @@ def create_deal(deal: DealCreate):
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if row:
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contact_id = row[0]
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# 如果有 product_id 但没有 product_name，从 product 表获取
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product_name = deal.product_name
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if deal.product_id and not product_name:
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cur.execute("SELECT name, spec FROM product WHERE id = %s", (deal.product_id,))
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prow = cur.fetchone()
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if prow:
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product_name = f"{prow[0]} {prow[1]}" if prow[1] else prow[0]
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cur.execute("""
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INSERT INTO deal (salesperson_id, customer_id, contact_id, product_name,
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INSERT INTO deal (salesperson_id, customer_id, contact_id, product_id, product_name,
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amount, deal_date, status, notes)
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VALUES (%s, %s, %s, %s, %s, %s, %s, %s)
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VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s)
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RETURNING id
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""", (
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deal.salesperson_id, deal.customer_id, contact_id,
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deal.product_name, deal.amount, deal.deal_date,
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deal.product_id, product_name,
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deal.amount, deal.deal_date,
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deal.status, deal.notes,
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))
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deal_id = cur.fetchone()[0]
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@@ -394,6 +452,7 @@ def create_deal(deal: DealCreate):
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@app.get("/api/deals")
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def list_deals(
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salesperson_id: int | None = Query(None),
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product_id: int | None = Query(None),
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start_date: str | None = Query(None),
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end_date: str | None = Query(None),
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):
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@@ -403,7 +462,7 @@ def list_deals(
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sql = """
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SELECT d.id, d.salesperson_id, s.name AS salesperson_name,
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d.customer_id, cu.customer_name,
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d.product_name, d.amount, d.deal_date, d.status, d.notes
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d.product_id, d.product_name, d.amount, d.deal_date, d.status, d.notes
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FROM deal d
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JOIN salesperson s ON s.id = d.salesperson_id
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LEFT JOIN customer cu ON cu.id = d.customer_id
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@@ -413,6 +472,9 @@ def list_deals(
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if salesperson_id is not None:
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conditions.append("d.salesperson_id = %s")
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params.append(salesperson_id)
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if product_id is not None:
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conditions.append("d.product_id = %s")
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params.append(product_id)
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if start_date:
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conditions.append("d.deal_date >= %s")
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params.append(start_date)
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@@ -428,10 +490,11 @@ def list_deals(
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"id": r[0], "salesperson_id": r[1],
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"salesperson_name": r[2],
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"customer_id": r[3], "customer_name": r[4],
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"product_name": r[5],
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"amount": float(r[6]),
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"deal_date": r[7].isoformat() if r[7] else None,
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"status": r[8], "notes": r[9],
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"product_id": r[5],
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"product_name": r[6],
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"amount": float(r[7]),
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"deal_date": r[8].isoformat() if r[8] else None,
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"status": r[9], "notes": r[10],
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}
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for r in cur.fetchall()
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]
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@@ -439,6 +502,155 @@ def list_deals(
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put_conn(conn)
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# ---------------------------------------------------------------------------
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# 产品管理 API
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# ---------------------------------------------------------------------------
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@app.get("/api/products")
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def list_products(
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category: str | None = Query(None),
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status: str | None = Query(None),
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):
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"""获取产品列表，支持按产品线和状态筛选。"""
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conn = get_conn()
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try:
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with conn.cursor() as cur:
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sql = """
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SELECT p.id, p.name, p.category, p.spec, p.price,
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p.description, p.positioning, p.selling_points,
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p.target_audience, p.status, p.created_at,
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COALESCE(ds.deal_count, 0) AS deal_count,
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COALESCE(ds.total_amount, 0) AS total_amount
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FROM product p
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LEFT JOIN LATERAL (
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SELECT count(*) AS deal_count, COALESCE(sum(d.amount), 0) AS total_amount
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FROM deal d WHERE d.product_id = p.id AND d.status = 'closed'
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) ds ON true
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"""
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conditions = []
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params = []
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if category:
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conditions.append("p.category = %s")
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params.append(category)
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if status:
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conditions.append("p.status = %s")
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params.append(status)
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if conditions:
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sql += " WHERE " + " AND ".join(conditions)
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sql += " ORDER BY p.category, p.id"
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cur.execute(sql, params)
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return [
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{
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"id": r[0], "name": r[1], "category": r[2],
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"spec": r[3], "price": float(r[4]) if r[4] else None,
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"description": r[5], "positioning": r[6],
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"selling_points": parse_pg_array(r[7]),
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"target_audience": r[8],
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"status": r[9],
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"created_at": r[10].isoformat() if r[10] else None,
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"deal_count": r[11],
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"total_amount": float(r[12]),
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}
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for r in cur.fetchall()
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]
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finally:
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put_conn(conn)
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@app.post("/api/products")
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def create_product(product: ProductCreate):
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"""新增产品。"""
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conn = get_conn()
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try:
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with conn.cursor() as cur:
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cur.execute("""
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INSERT INTO product (name, category, spec, price, description, positioning, selling_points, target_audience, status)
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VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s)
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RETURNING id
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""", (
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product.name, product.category, product.spec,
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product.price, product.description, product.positioning,
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product.selling_points, product.target_audience,
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product.status,
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))
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product_id = cur.fetchone()[0]
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conn.commit()
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return {"id": product_id, "message": "产品已创建"}
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except Exception:
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conn.rollback()
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raise
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finally:
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put_conn(conn)
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@app.put("/api/products/{product_id}")
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def update_product(product_id: int, product: ProductUpdate):
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"""编辑产品信息。"""
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conn = get_conn()
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try:
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with conn.cursor() as cur:
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fields = []
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params = []
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for field in ["name", "category", "spec", "price", "description", "positioning", "selling_points", "target_audience", "status"]:
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val = getattr(product, field)
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if val is not None:
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fields.append(f"{field} = %s")
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params.append(val)
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if not fields:
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raise HTTPException(status_code=400, detail="没有需要更新的字段")
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params.append(product_id)
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cur.execute(
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f"UPDATE product SET {', '.join(fields)} WHERE id = %s RETURNING id",
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params,
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)
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row = cur.fetchone()
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if not row:
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raise HTTPException(status_code=404, detail="产品不存在")
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conn.commit()
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return {"id": product_id, "message": "产品已更新"}
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except Exception:
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conn.rollback()
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raise
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finally:
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put_conn(conn)
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@app.delete("/api/products/{product_id}")
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def delete_product(product_id: int):
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"""删除产品（软删除，设为 inactive）。"""
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conn = get_conn()
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try:
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with conn.cursor() as cur:
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cur.execute(
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"UPDATE product SET status = 'inactive' WHERE id = %s RETURNING id",
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(product_id,),
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)
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row = cur.fetchone()
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if not row:
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raise HTTPException(status_code=404, detail="产品不存在")
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conn.commit()
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return {"id": product_id, "message": "产品已下架"}
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except Exception:
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conn.rollback()
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raise
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finally:
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put_conn(conn)
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@app.get("/api/products/categories")
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def list_product_categories():
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"""获取所有产品线（去重）。"""
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conn = get_conn()
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try:
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with conn.cursor() as cur:
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cur.execute(
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"SELECT DISTINCT category FROM product WHERE status = 'active' ORDER BY category"
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)
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return [r[0] for r in cur.fetchall()]
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finally:
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put_conn(conn)
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@app.post("/api/analyze")
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def trigger_analyze(req: AnalyzeRequest):
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"""触发 AI 分析（调用 analyze.py 脚本）。"""
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@@ -510,8 +722,11 @@ def list_conversations(
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@app.post("/api/conversations/{customer_id}/paradigm")
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def generate_paradigm(customer_id: int):
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"""调用 LLM 生成标准范式对话。"""
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def generate_paradigm(
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customer_id: int,
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product_id: int | None = Query(None),
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):
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"""调用 LLM 生成标准范式对话，基于产品详情动态构建 prompt。"""
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import os as _os
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import urllib.request as _urllib
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import urllib.error as _urllib_err
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@@ -535,6 +750,53 @@ def generate_paradigm(customer_id: int):
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if not customer:
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raise HTTPException(status_code=404, detail="客户不存在")
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# 如果未指定 product_id，尝试从客户成交记录中推断
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if product_id is None:
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cur.execute("""
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SELECT d.product_id FROM deal d
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WHERE d.customer_id = %s AND d.product_id IS NOT NULL
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ORDER BY d.deal_date DESC LIMIT 1
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""", (customer_id,))
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deal_row = cur.fetchone()
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if deal_row:
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product_id = deal_row[0]
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# 从产品表获取产品详情；如果仍无 product_id，取所有 active 产品汇总
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product_info_text = ""
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if product_id is not None:
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cur.execute("""
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SELECT name, spec, price, description, positioning,
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selling_points, target_audience, category
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FROM product WHERE id = %s
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""", (product_id,))
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prow = cur.fetchone()
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if prow:
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sp_list = parse_pg_array(prow[4])
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product_info_text = (
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f"### 主推产品：{prow[0]}（{prow[1]}）\n"
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f"- 产品线：{prow[7]}\n"
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f"- 价格：¥{float(prow[2]):.2f}\n"
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f"- 定位：{prow[4] or '未设定'}\n"
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f"- 目标人群：{prow[6] or '未设定'}\n"
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f"- 产品描述：{prow[3] or '未设定'}\n"
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f"- 核心卖点：\n" + "\n".join(f" {i+1}. {sp}" for i, sp in enumerate(sp_list))
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)
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else:
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cur.execute("""
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SELECT name, spec, price, positioning, target_audience, category
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FROM product WHERE status = 'active' ORDER BY category, id
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""")
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products = cur.fetchall()
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if products:
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lines = []
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for p in products:
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lines.append(
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f"- {p[0]}（{p[1]}）¥{float(p[2]):.2f} | {p[5]} | 定位：{p[3] or '未设定'} | 目标：{p[4] or '未设定'}"
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)
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product_info_text = "### 全部在售产品\n" + "\n".join(lines)
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else:
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product_info_text = "暂无产品数据"
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# 获取对话记录
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cur.execute("SELECT contact_id FROM customer WHERE id = %s", (customer_id,))
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contact_id = cur.fetchone()[0]
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@@ -570,10 +832,10 @@ def generate_paradigm(customer_id: int):
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objections_str = "、".join(parse_pg_array(objections)) if objections else "无"
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key_needs_str = "、".join(parse_pg_array(key_needs)) if key_needs else "未明确"
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prompt = f"""你是一个微信销售对话分析专家。请基于以下真实销售对话，生成一套标准范式对话模板。
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prompt = f"""你是一个微信销售对话分析专家。请基于以下产品详情和真实销售对话，生成一套标准范式对话模板。
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## 产品背景
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益童宝儿童益生菌粉：丹麦进口菌株，主打小儿抗过敏（湿疹、鼻炎、食物过敏），298元/盒，3盒套餐798元，6盒套餐1499元。目标客户是宝妈。
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{product_info_text}
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## 客户信息
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- 客户: {customer_name}
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@@ -588,12 +850,13 @@ def generate_paradigm(customer_id: int):
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{dialog_text}
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## 输出要求
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请基于上述真实对话，提炼并生成一套**标准范式对话模板**，即针对此类客户的最优销售话术流程。输出严格 JSON：
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请基于上述产品详情（定位、卖点、目标人群）和真实对话，提炼并生成一套**标准范式对话模板**，即针对此类客户的最优销售话术流程。话术要自然融入产品的核心卖点和定位，不要生硬推销。输出严格 JSON：
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- customer_type: 客户类型描述（如"湿疹宝妈-价格敏感型"）
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- product_positioning: 对该客户的产品推荐理由（结合产品定位和客户需求，1-2句话）
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- stages: 按销售阶段排列的对话步骤数组，每个元素包含：
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- stage: 阶段名称（建立联系/需求发现/报价/异议处理/成交）
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- goal: 该阶段目标
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- sales_script: 销售话术（1-3句，具体可执行）
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- sales_script: 销售话术（1-3句，具体可执行，自然融入产品卖点）
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- expected_response: 预期客户回应
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- tips: 该阶段技巧提示
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- key_techniques: 核心销售技巧总结（数组，每条一句话）
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Reference in New Issue
Block a user