freedakgmail
5926c73ff1
- 数据库: PostgreSQL schema + 3名销售/21客户/341消息/6成交 - 采集代理: mock_sync.py 模拟微信聊天同步 - AI分析: analyze.py 规则模式 + 千问LLM模式 - 后端: FastAPI 11个API接口 - 前端: 仪表盘/销售列表/客户列表/成交记录/交流分析/录入成交 - 交流分析: 全部客户对话概览 + LLM标准范式对话生成 - 部署: systemd + nginx, 已部署至 sale.all8ai.top
668 lines
24 KiB
Python
668 lines
24 KiB
Python
#!/usr/bin/env python3
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"""微信营销管理系统 MVP — FastAPI 后端。
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提供 11 个 API 接口 + 静态前端托管。
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"""
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from __future__ import annotations
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import datetime as dt
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import json
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import pathlib
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import re
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import subprocess
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import sys
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import psycopg2
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import psycopg2.pool
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from fastapi import FastAPI, HTTPException, Query
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from fastapi.staticfiles import StaticFiles
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from fastapi.responses import RedirectResponse
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from pydantic import BaseModel
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# ---------------------------------------------------------------------------
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# 配置
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# ---------------------------------------------------------------------------
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ROOT = pathlib.Path(__file__).resolve().parent
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STATIC_DIR = ROOT / "static"
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SOCKET_DIR = ROOT.parent / "db" / "socket"
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DSN = f"host={SOCKET_DIR} port=5434 dbname=wxchat_sales"
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app = FastAPI(title="微信营销管理系统 MVP")
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def parse_pg_array(val):
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"""将 PostgreSQL TEXT[] 的字符串表示解析为 Python list。"""
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if val is None:
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return []
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if isinstance(val, list):
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return val
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if isinstance(val, str):
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s = val.strip()
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if s == "{}" or s == "":
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return []
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# 去掉首尾 { }
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s = s[1:-1] if s.startswith("{") and s.endswith("}") else s
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# 按逗号分割（简单处理，不考虑逗号在引号内的情况）
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return [item.strip().strip('"') for item in s.split(",") if item.strip()]
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return []
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# 连接池
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_pool: psycopg2.pool.SimpleConnectionPool | None = None
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def get_pool():
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global _pool
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if _pool is None:
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_pool = psycopg2.pool.SimpleConnectionPool(1, 10, DSN)
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return _pool
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def get_conn():
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return get_pool().getconn()
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def put_conn(conn):
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get_pool().putconn(conn)
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# ---------------------------------------------------------------------------
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# Pydantic 模型
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# ---------------------------------------------------------------------------
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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_name: str
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amount: float
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deal_date: str
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notes: str | None = None
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status: str = "closed"
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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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# ---------------------------------------------------------------------------
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# API 路由
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# ---------------------------------------------------------------------------
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@app.get("/api/dashboard")
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def dashboard():
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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("SELECT count(*) FROM message")
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total_messages = cur.fetchone()[0]
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cur.execute("SELECT count(*) FROM customer")
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active_customers = cur.fetchone()[0]
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cur.execute("""
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SELECT COALESCE(sum(amount), 0) FROM deal
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WHERE status = 'closed'
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AND deal_date >= date_trunc('month', now())
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""")
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monthly_deal_amount = float(cur.fetchone()[0])
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cur.execute("""
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SELECT s.id, s.name, s.team,
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count(DISTINCT m.id) AS msg_count,
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count(DISTINCT cu.id) AS customer_count,
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COALESCE(sd.deal_amount, 0) AS deal_amount,
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max(conv.last_synced_at) AS last_synced
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FROM salesperson s
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LEFT JOIN message m ON m.salesperson_id = s.id
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LEFT JOIN customer cu ON cu.salesperson_id = s.id
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LEFT JOIN conversation conv ON conv.salesperson_id = s.id
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LEFT JOIN LATERAL (
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SELECT COALESCE(sum(d.amount), 0) AS deal_amount
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FROM deal d WHERE d.salesperson_id = s.id AND d.status = 'closed'
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) sd ON true
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GROUP BY s.id, s.name, s.team, sd.deal_amount
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ORDER BY s.id
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""")
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salespersons = [
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{
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"id": r[0], "name": r[1], "team": r[2],
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"message_count": r[3], "customer_count": r[4],
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"deal_amount": float(r[5]),
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"last_synced_at": r[6].isoformat() if r[6] else None,
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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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}
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finally:
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put_conn(conn)
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@app.get("/api/salespersons")
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def list_salespersons():
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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 s.id, s.name, s.team, s.wx_account, s.device_id,
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count(DISTINCT c.id) AS contacts,
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count(DISTINCT cu.id) AS customers,
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count(DISTINCT m.id) AS messages,
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COALESCE(sd.deal_amount, 0) AS deal_amount,
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max(conv.last_synced_at) AS last_synced
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FROM salesperson s
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LEFT JOIN contact c ON c.salesperson_id = s.id
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LEFT JOIN customer cu ON cu.salesperson_id = s.id
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LEFT JOIN message m ON m.salesperson_id = s.id
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LEFT JOIN conversation conv ON conv.salesperson_id = s.id
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LEFT JOIN LATERAL (
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SELECT COALESCE(sum(d.amount), 0) AS deal_amount
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FROM deal d WHERE d.salesperson_id = s.id AND d.status = 'closed'
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) sd ON true
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GROUP BY s.id, s.name, s.team, s.wx_account, s.device_id, sd.deal_amount
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ORDER BY s.id
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""")
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return [
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{
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"id": r[0], "name": r[1], "team": r[2],
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"wx_account": r[3], "device_id": r[4],
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"contact_count": r[5], "customer_count": r[6],
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"message_count": r[7], "deal_amount": float(r[8]),
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"last_synced_at": r[9].isoformat() if r[9] else None,
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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.get("/api/customers")
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def list_customers(
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salesperson_id: int | None = Query(None),
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intent_level: str | None = Query(None),
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):
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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 cu.id, cu.salesperson_id, s.name AS salesperson_name,
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cu.customer_name, cu.industry, cu.intent_level,
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cu.key_needs, cu.stage, cu.last_analysis,
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c.display_name AS contact_display_name,
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max(m.created_at) AS last_message_at
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FROM customer cu
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JOIN salesperson s ON s.id = cu.salesperson_id
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JOIN contact c ON c.id = cu.contact_id
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LEFT JOIN conversation conv ON conv.contact_id = c.id
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LEFT JOIN message m ON m.conversation_id = conv.id
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"""
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conditions = []
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params = []
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if salesperson_id is not None:
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conditions.append("cu.salesperson_id = %s")
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params.append(salesperson_id)
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if intent_level is not None:
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conditions.append("cu.intent_level = %s")
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params.append(intent_level)
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if conditions:
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sql += " WHERE " + " AND ".join(conditions)
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sql += """
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GROUP BY cu.id, cu.salesperson_id, s.name, cu.customer_name,
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cu.industry, cu.intent_level, cu.key_needs, cu.stage,
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cu.last_analysis, c.display_name
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ORDER BY cu.salesperson_id, cu.id
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"""
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cur.execute(sql, params)
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return [
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{
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"id": r[0], "salesperson_id": r[1],
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"salesperson_name": r[2],
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"customer_name": r[3], "industry": r[4],
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"intent_level": r[5], "key_needs": parse_pg_array(r[6]),
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"stage": r[7],
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"last_analysis": r[8].isoformat() if r[8] else None,
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"contact_display_name": r[9],
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"last_message_at": r[10].isoformat() if r[10] else None,
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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.get("/api/customers/{customer_id}")
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def get_customer(customer_id: int):
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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 cu.id, cu.salesperson_id, s.name AS salesperson_name,
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cu.customer_name, cu.industry, cu.intent_level,
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cu.key_needs, cu.reason, cu.summary, cu.stage,
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cu.key_points, cu.objections, cu.next_action, cu.last_analysis,
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c.display_name AS contact_display_name,
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c.remark, c.nickname
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FROM customer cu
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JOIN salesperson s ON s.id = cu.salesperson_id
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JOIN contact c ON c.id = cu.contact_id
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WHERE cu.id = %s
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""", (customer_id,))
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r = cur.fetchone()
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if not r:
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raise HTTPException(status_code=404, detail="客户不存在")
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return {
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"id": r[0], "salesperson_id": r[1],
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"salesperson_name": r[2],
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"customer_name": r[3], "industry": r[4],
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"intent_level": r[5], "key_needs": parse_pg_array(r[6]),
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"reason": r[7], "summary": r[8], "stage": r[9],
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"key_points": parse_pg_array(r[10]),
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"objections": parse_pg_array(r[11]), "next_action": r[12],
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"last_analysis": r[13].isoformat() if r[13] else None,
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"contact_display_name": r[14],
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"contact_remark": r[15], "contact_nickname": r[16],
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}
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finally:
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put_conn(conn)
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@app.get("/api/customers/{customer_id}/messages")
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def get_customer_messages(
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customer_id: int,
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page: int = Query(1, ge=1),
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page_size: int = Query(50, ge=1, le=200),
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):
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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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# 获取 contact_id
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cur.execute("SELECT contact_id FROM customer WHERE id = %s", (customer_id,))
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row = cur.fetchone()
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if not row:
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raise HTTPException(status_code=404, detail="客户不存在")
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contact_id = row[0]
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# 获取会话
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cur.execute("SELECT id FROM conversation WHERE contact_id = %s", (contact_id,))
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conv_ids = [r[0] for r in cur.fetchall()]
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if not conv_ids:
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return {"messages": [], "total": 0, "page": page, "page_size": page_size}
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# 总数
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cur.execute(
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"SELECT count(*) FROM message WHERE conversation_id = ANY(%s)",
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(conv_ids,),
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)
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total = cur.fetchone()[0]
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# 分页
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offset = (page - 1) * page_size
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cur.execute("""
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SELECT id, sender_display_name, message_type, normalized_content, created_at
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FROM message
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WHERE conversation_id = ANY(%s)
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ORDER BY created_at, id
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LIMIT %s OFFSET %s
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""", (conv_ids, page_size, offset))
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messages = [
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{
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"id": r[0],
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"sender_display_name": r[1],
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"message_type": r[2],
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"normalized_content": r[3],
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"created_at": r[4].isoformat() if r[4] else None,
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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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"messages": messages,
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"total": total,
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"page": page,
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"page_size": page_size,
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}
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finally:
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put_conn(conn)
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@app.get("/api/customers/{customer_id}/deals")
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def get_customer_deals(customer_id: int):
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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 d.id, d.product_name, d.amount, d.deal_date, d.status, d.notes,
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d.created_at, s.name AS salesperson_name
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FROM deal d
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JOIN salesperson s ON s.id = d.salesperson_id
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WHERE d.customer_id = %s
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ORDER BY d.deal_date DESC
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""", (customer_id,))
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return [
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{
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"id": r[0], "product_name": r[1],
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"amount": float(r[2]),
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"deal_date": r[3].isoformat() if r[3] else None,
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"status": r[4], "notes": r[5],
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"created_at": r[6].isoformat() if r[6] else None,
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"salesperson_name": r[7],
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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/deals")
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def create_deal(deal: DealCreate):
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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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# 如果没有 contact_id，从 customer 获取
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contact_id = deal.contact_id
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if contact_id is None and deal.customer_id:
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cur.execute("SELECT contact_id FROM customer WHERE id = %s", (deal.customer_id,))
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row = cur.fetchone()
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if row:
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contact_id = row[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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amount, deal_date, status, notes)
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VALUES (%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.status, deal.notes,
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))
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deal_id = cur.fetchone()[0]
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conn.commit()
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return {"id": deal_id, "message": "成交记录已创建"}
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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.get("/api/deals")
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def list_deals(
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salesperson_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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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 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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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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"""
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conditions = []
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params = []
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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 start_date:
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conditions.append("d.deal_date >= %s")
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params.append(start_date)
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if end_date:
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conditions.append("d.deal_date <= %s")
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params.append(end_date)
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if conditions:
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sql += " WHERE " + " AND ".join(conditions)
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sql += " ORDER BY d.deal_date DESC, d.id DESC"
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cur.execute(sql, params)
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return [
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{
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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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}
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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/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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analyze_script = ROOT.parent / "ai" / "analyze.py"
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cmd = [sys.executable, str(analyze_script), "--mode", req.mode]
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if req.force:
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cmd.append("--force")
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try:
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result = subprocess.run(
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cmd, capture_output=True, text=True, timeout=120,
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)
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if result.returncode != 0:
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raise HTTPException(status_code=500, detail=result.stderr)
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return json.loads(result.stdout)
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except subprocess.TimeoutExpired:
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raise HTTPException(status_code=504, detail="分析超时")
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@app.get("/api/conversations")
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def list_conversations(
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salesperson_id: int | None = Query(None),
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stage: str | None = Query(None),
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):
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"""全部客户的交流对话分析概览。"""
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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 cu.id, cu.customer_name, s.name AS salesperson_name,
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cu.industry, cu.intent_level, cu.stage,
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cu.summary, cu.key_points, cu.objections, cu.next_action,
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cu.key_needs, cu.last_analysis,
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(SELECT count(*) FROM message m
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JOIN conversation conv ON conv.id = m.conversation_id
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WHERE conv.contact_id = cu.contact_id) AS msg_count
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FROM customer cu
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JOIN salesperson s ON s.id = cu.salesperson_id
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"""
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conditions = []
|
||
params = []
|
||
if salesperson_id is not None:
|
||
conditions.append("cu.salesperson_id = %s")
|
||
params.append(salesperson_id)
|
||
if stage:
|
||
conditions.append("cu.stage = %s")
|
||
params.append(stage)
|
||
if conditions:
|
||
sql += " WHERE " + " AND ".join(conditions)
|
||
sql += " ORDER BY cu.salesperson_id, cu.id"
|
||
|
||
cur.execute(sql, params)
|
||
return [
|
||
{
|
||
"id": r[0], "customer_name": r[1],
|
||
"salesperson_name": r[2], "industry": r[3],
|
||
"intent_level": r[4], "stage": r[5],
|
||
"summary": r[6],
|
||
"key_points": parse_pg_array(r[7]),
|
||
"objections": parse_pg_array(r[8]),
|
||
"next_action": r[9],
|
||
"key_needs": parse_pg_array(r[10]),
|
||
"last_analysis": r[11].isoformat() if r[11] else None,
|
||
"msg_count": r[12],
|
||
}
|
||
for r in cur.fetchall()
|
||
]
|
||
finally:
|
||
put_conn(conn)
|
||
|
||
|
||
@app.post("/api/conversations/{customer_id}/paradigm")
|
||
def generate_paradigm(customer_id: int):
|
||
"""调用 LLM 生成标准范式对话。"""
|
||
import os as _os
|
||
import urllib.request as _urllib
|
||
import urllib.error as _urllib_err
|
||
|
||
api_key = _os.environ.get("DASHSCOPE_API_KEY")
|
||
if not api_key:
|
||
raise HTTPException(status_code=500, detail="未设置 DASHSCOPE_API_KEY 环境变量")
|
||
|
||
conn = get_conn()
|
||
try:
|
||
with conn.cursor() as cur:
|
||
# 获取客户信息
|
||
cur.execute("""
|
||
SELECT cu.customer_name, cu.industry, cu.stage, cu.summary,
|
||
cu.objections, cu.key_needs, s.name
|
||
FROM customer cu
|
||
JOIN salesperson s ON s.id = cu.salesperson_id
|
||
WHERE cu.id = %s
|
||
""", (customer_id,))
|
||
customer = cur.fetchone()
|
||
if not customer:
|
||
raise HTTPException(status_code=404, detail="客户不存在")
|
||
|
||
# 获取对话记录
|
||
cur.execute("SELECT contact_id FROM customer WHERE id = %s", (customer_id,))
|
||
contact_id = cur.fetchone()[0]
|
||
|
||
cur.execute("SELECT id FROM conversation WHERE contact_id = %s", (contact_id,))
|
||
conv_ids = [r[0] for r in cur.fetchall()]
|
||
|
||
if not conv_ids:
|
||
raise HTTPException(status_code=400, detail="该客户无对话记录")
|
||
|
||
cur.execute("""
|
||
SELECT sender_display_name, message_type, normalized_content, created_at
|
||
FROM message
|
||
WHERE conversation_id = ANY(%s)
|
||
ORDER BY created_at, id
|
||
LIMIT 100
|
||
""", (conv_ids,))
|
||
messages = cur.fetchall()
|
||
finally:
|
||
put_conn(conn)
|
||
|
||
# 构建对话文本
|
||
dialog_lines = []
|
||
for m in messages:
|
||
sender = m[0] or "未知"
|
||
content = m[2] or f"[{m[1]}]"
|
||
dialog_lines.append(f"{sender}: {content}")
|
||
dialog_text = "\n".join(dialog_lines)
|
||
if len(dialog_text) > 6000:
|
||
dialog_text = dialog_text[:3000] + "\n...（中间部分省略）...\n" + dialog_text[-3000:]
|
||
|
||
customer_name, industry, stage, summary, objections, key_needs, sp_name = customer
|
||
objections_str = "、".join(parse_pg_array(objections)) if objections else "无"
|
||
key_needs_str = "、".join(parse_pg_array(key_needs)) if key_needs else "未明确"
|
||
|
||
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。
|
||
|
||
## 产品背景
|
||
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。
|
||
|
||
## 客户信息
|
||
- 客户: {customer_name}
|
||
- 行业: {industry}
|
||
- 销售人员: {sp_name}
|
||
- 当前阶段: {stage}
|
||
- 关键需求: {key_needs_str}
|
||
- 异议: {objections_str}
|
||
- 摘要: {summary or '无'}
|
||
|
||
## 真实对话记录
|
||
{dialog_text}
|
||
|
||
## 输出要求
|
||
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：
|
||
- customer_type: 客户类型描述（如"湿疹宝妈-价格敏感型"）
|
||
- stages: 按销售阶段排列的对话步骤数组，每个元素包含：
|
||
- stage: 阶段名称（建立联系/需求发现/报价/异议处理/成交）
|
||
- goal: 该阶段目标
|
||
- sales_script: 销售话术（1-3句，具体可执行）
|
||
- expected_response: 预期客户回应
|
||
- tips: 该阶段技巧提示
|
||
- key_techniques: 核心销售技巧总结（数组，每条一句话）
|
||
- improvement_points: 真实对话中可改进的点（数组，每条一句话）
|
||
|
||
只输出 JSON，不要其他文字。"""
|
||
|
||
body = json.dumps({
|
||
"model": "qwen-plus",
|
||
"messages": [
|
||
{"role": "system", "content": "你是微信销售对话分析专家，擅长从真实对话中提炼标准范式。"},
|
||
{"role": "user", "content": prompt},
|
||
],
|
||
"response_format": {"type": "json_object"},
|
||
"temperature": 0.4,
|
||
}).encode("utf-8")
|
||
|
||
req = _urllib.Request(
|
||
"https://dashscope.aliyuncs.com/compatible-mode/v1/chat/completions",
|
||
data=body,
|
||
headers={
|
||
"Authorization": f"Bearer {api_key}",
|
||
"Content-Type": "application/json",
|
||
},
|
||
method="POST",
|
||
)
|
||
|
||
try:
|
||
with _urllib.urlopen(req, timeout=60) as resp:
|
||
result = json.loads(resp.read().decode("utf-8"))
|
||
content = result["choices"][0]["message"]["content"]
|
||
parsed = json.loads(content)
|
||
return parsed
|
||
except Exception as exc:
|
||
raise HTTPException(status_code=502, detail=f"LLM 调用失败: {exc}")
|
||
|
||
|
||
@app.get("/api/sync/status")
|
||
def sync_status():
|
||
conn = get_conn()
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute("""
|
||
SELECT s.id, s.name,
|
||
max(conv.last_synced_at) AS last_synced,
|
||
count(DISTINCT m.id) AS message_count
|
||
FROM salesperson s
|
||
LEFT JOIN conversation conv ON conv.salesperson_id = s.id
|
||
LEFT JOIN message m ON m.salesperson_id = s.id
|
||
GROUP BY s.id, s.name
|
||
ORDER BY s.id
|
||
""")
|
||
return [
|
||
{
|
||
"salesperson_id": r[0],
|
||
"name": r[1],
|
||
"last_synced_at": r[2].isoformat() if r[2] else None,
|
||
"message_count": r[3],
|
||
}
|
||
for r in cur.fetchall()
|
||
]
|
||
finally:
|
||
put_conn(conn)
|
||
|
||
|
||
# ---------------------------------------------------------------------------
|
||
# 静态文件托管（前端）
|
||
# ---------------------------------------------------------------------------
|
||
|
||
if STATIC_DIR.exists():
|
||
app.mount("/", StaticFiles(directory=str(STATIC_DIR), html=True), name="static")
|