npm - @puyinkai/xiaobao-cli - Versions diffs - 0.1.6 → 0.1.9 - Mend

@puyinkai/xiaobao-cli 0.1.6 → 0.1.9

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package/skills/wangxiaobao-project-daily-report/references/report_template.html ADDED Viewed

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+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>{project_name} 日报 {date}</title>
+<style>
+* { box-sizing: border-box; margin: 0; padding: 0; }
+body { font-family: "Microsoft YaHei", "PingFang SC", Arial, sans-serif; font-size: 12px; color: #333; background: #fff; padding: 15px; }
+table { width: 100%; border-collapse: collapse; margin-bottom: 12px; }
+th, td { border: 1px solid #ddd; padding: 6px 8px; text-align: center; vertical-align: middle; font-size: 11px; }
+th { color: #fff; font-weight: bold; }
+.title-bg { background: #1F4E79; }
+.orange-bg { background: #975765; }
+.pink-bg { background: #EEE2E6; color: #333; }
+.peach-bg { background: #C59BA6; }
+.light-bg { background: #f5f5f5; }
+.kpi-row { display: flex; gap: 8px; margin-bottom: 12px; }
+.kpi-card { flex: 1; border: 2px solid #1F4E79; border-radius: 4px; padding: 10px; text-align: center; background: #fafafa; }
+.kpi-card .label { font-size: 10px; color: #666; margin-bottom: 3px; }
+.kpi-card .value { font-size: 22px; font-weight: bold; color: #1F4E79; line-height: 1.2; }
+.kpi-card .sub { font-size: 9px; color: #888; margin-top: 3px; }
+.col-2 { display: flex; gap: 12px; margin-bottom: 12px; }
+.col-2 > div { flex: 1; }
+.section-title { background: #1F4E79; color: #fff; font-size: 13px; font-weight: bold; padding: 8px; text-align: center; }
+.table-header { background: #975765; color: #fff; font-weight: bold; }
+.table-header-pink { background: #EEE2E6; color: #333; font-weight: bold; }
+.table-header-peach { background: #C59BA6; color: #fff; font-weight: bold; }
+.data-value { font-weight: bold; font-size: 14px; color: #1F4E79; }
+.data-red { color: #c00; font-weight: bold; }
+tr:nth-child(even) { background: #f9f9f9; }
+.footer { text-align: center; padding: 15px; color: #999; font-size: 10px; border-top: 1px solid #ddd; margin-top: 20px; }
+</style>
+</head>
+<body>
+<!-- 项目标题 -->
+<table>
+<tr>
+<td class="title-bg" style="font-size: 18px; font-weight: bold; padding: 12px; text-align: center;">
+{project_name} 营销日报
+</td>
+</tr>
+<tr>
+<td style="text-align: center; padding: 6px; color: #666; background: #f5f5f5; font-size: 11px;">
+数据日期：{yesterday}（昨日） | 统计周期：{month_start} ~ {yesterday} | 截至时间：23:59
+</td>
+</tr>
+</table>
+<!-- KPI概览 -->
+<div class="kpi-row">
+<div class="kpi-card">
+<div class="label">本月来访（组）</div>
+<div class="value">{month_visit_actual}</div>
+<div class="sub">目标{month_visit_target}组 | 完成率{visit_complete_rate}%</div>
+</div>
+<div class="kpi-card">
+<div class="label">来访进度达成</div>
+<div class="value">{progress_rate}%</div>
+<div class="sub">时间进度{time_progress}% | 超额{over_progress}%</div>
+</div>
+<div class="kpi-card">
+<div class="label">本月成交（组）</div>
+<div class="value">{month_deals}</div>
+<div class="sub">目标待确认 | 成交金额待填报</div>
+</div>
+<div class="kpi-card">
+<div class="label">昨日来访（组）</div>
+<div class="value">{yesterday_visits}</div>
+<div class="sub">本周来访量平稳</div>
+</div>
+</div>
+<!-- 来访指标 + 来访意向等级 -->
+<div class="col-2">
+<div>
+<table>
+<tr><td colspan="6" class="section-title" style="font-size:12px;">本月来访指标及达成</td></tr>
+<tr class="table-header">
+<td>月度客储指标</td>
+<td>截至昨日来访</td>
+<td>完成率</td>
+<td>进度达成率</td>
+<td>总组数</td>
+<td>转化率</td>
+</tr>
+<tr>
+<td class="data-value">{month_visit_target}</td>
+<td class="data-value">{month_visit_actual}</td>
+<td class="data-red">{visit_complete_rate}%</td>
+<td class="data-red">{progress_rate}%</td>
+<td class="data-value">{month_visit_actual}</td>
+<td>-</td>
+</tr>
+</table>
+</div>
+<div>
+<table>
+<tr><td colspan="5" class="section-title" style="font-size:12px;">本月来访客户意向等级分析</td></tr>
+<tr class="table-header">
+<td>A级（高意向）</td>
+<td>B级（中高）</td>
+<td>C级（中意向）</td>
+<td>D级（低意向）</td>
+<td>合计</td>
+</tr>
+<tr>
+<td class="data-value">{intent_A}</td>
+<td class="data-value">{intent_B}</td>
+<td class="data-value">{intent_C}</td>
+<td class="data-value">{intent_D}</td>
+<td class="data-value" style="font-size:16px;">{intent_total}</td>
+</tr>
+<tr style="background:#f5f5f5;">
+<td>{intent_A_pct}%</td>
+<td>{intent_B_pct}%</td>
+<td>{intent_C_pct}%</td>
+<td>{intent_D_pct}%</td>
+<td>100%</td>
+</tr>
+</table>
+</div>
+</div>
+<!-- 销售指标 + 成交意向等级 -->
+<div class="col-2">
+<div>
+<table>
+<tr><td colspan="6" class="section-title" style="font-size:12px;">本月销售指标及达成</td></tr>
+<tr class="table-header">
+<td>月度销售指标(万)</td>
+<td>截至昨日成交(万)</td>
+<td>完成率</td>
+<td>进度达成率</td>
+<td>总套数</td>
+<td>转化率</td>
+</tr>
+<tr>
+<td class="data-value">{month_sales_target:,}</td>
+<td class="data-value">待填报</td>
+<td class="data-red">-</td>
+<td class="data-red">-</td>
+<td class="data-value">{month_deals}</td>
+<td>-</td>
+</tr>
+<tr style="background:#fff3cd; font-size:9px;">
+<td colspan="6" style="text-align:left;">⚠ 成交金额待确认，建议从销售管理系统补充数据</td>
+</tr>
+</table>
+</div>
+<div>
+<table>
+<tr><td colspan="5" class="section-title" style="font-size:12px;">本月成交客户意向等级分析</td></tr>
+<tr class="table-header">
+<td>A级</td>
+<td>B级</td>
+<td>C/C+级</td>
+<td>D级</td>
+<td>合计</td>
+</tr>
+<tr>
+<td class="data-value">{deal_A}</td>
+<td>{deal_B}</td>
+<td>{deal_C}</td>
+<td>{deal_D}</td>
+<td class="data-value">{month_deals}</td>
+</tr>
+</table>
+</div>
+</div>
+<!-- 来访渠道分布 -->
+<table>
+<tr><td colspan="5" class="section-title" style="font-size:12px;">来访渠道分布（本月）</td></tr>
+<tr class="table-header">
+<td>渠道类型</td>
+<td>来访组数</td>
+<td>占比</td>
+<td>意向等级分布</td>
+<td>备注</td>
+</tr>
+{channel_rows}
+<tr style="background:#1F4E79; color:#fff;">
+<td><strong>合计</strong></td>
+<td class="data-value" style="color:#fff;">{channel_total}</td>
+<td>100%</td>
+<td>A:{intent_A}, B:{intent_B}, C:{intent_C}, D:{intent_D}</td>
+<td>-</td>
+</tr>
+</table>
+<!-- 存量客户汇总 -->
+<table>
+<tr><td colspan="7" class="section-title" style="font-size:12px;">存量客户本周复访 - 近3月未成交（{three_months_ago} ~ {yesterday}）</td></tr>
+<tr class="table-header">
+<td>渠道</td>
+<td>未成交总数</td>
+<td>A级</td>
+<td>B级</td>
+<td>C级</td>
+<td>D级</td>
+<td>占比</td>
+</tr>
+{stock_rows}
+<tr style="background:#1F4E79; color:#fff;">
+<td><strong>合计</strong></td>
+<td class="data-value" style="color:#fff;">{stock_total}</td>
+<td>{stock_A}</td>
+<td>{stock_B}</td>
+<td>{stock_C}</td>
+<td>{stock_D}</td>
+<td>100%</td>
+</tr>
+</table>
+<!-- 存量客户明细 -->
+<table>
+<tr><td colspan="12" class="section-title" style="font-size:12px; background:#C59BA6;">存量客户预计本周复访明细</td></tr>
+<tr class="table-header-peach">
+<td style="width:30px;">序号</td>
+<td>客户姓名</td>
+<td>来访渠道</td>
+<td>置业顾问</td>
+<td>最近来访</td>
+<td>意向等级</td>
+<td>跟进情况</td>
+<td>决策周期</td>
+<td>未成交原因</td>
+<td>复访概率</td>
+<td>成交概率</td>
+<td>跟进策略</td>
+</tr>
+{customer_rows}
+</table>
+<!-- 昨日来访明细 -->
+<table>
+<tr><td colspan="7" class="section-title" style="font-size:12px;">昨日来访明细（{yesterday} 共{yesterday_visits}组）</td></tr>
+<tr class="table-header">
+<td style="width:30px;">序号</td>
+<td>到访时间</td>
+<td>顾问</td>
+<td>到访次数</td>
+<td>停留时长</td>
+<td>首访/复访</td>
+<td>备注</td>
+</tr>
+{yesterday_rows}
+</table>
+<!-- 数据说明 -->
+<table>
+<tr><td colspan="4" class="section-title" style="font-size:12px;">数据说明</td></tr>
+<tr class="table-header-pink">
+<td>数据项</td>
+<td>数据来源</td>
+<td>数据状态</td>
+<td>备注</td>
+</tr>
+<tr>
+<td>来访数据</td>
+<td>旺小宝来访记录API</td>
+<td class="data-value" style="color:#0a0;">已获取</td>
+<td>{month_start}~{yesterday}共{month_visit_actual}组</td>
+</tr>
+<tr>
+<td>意向等级</td>
+<td>旺小宝客户画像API</td>
+<td class="data-value" style="color:#0a0;">已获取</td>
+<td>顾问评级(A/B/C/D)</td>
+</tr>
+<tr>
+<td>渠道分类</td>
+<td>旺小宝dynamicTags</td>
+<td class="data-value" style="color:#0a0;">已获取</td>
+<td>五大类来访渠道</td>
+</tr>
+<tr>
+<td>成交数据</td>
+<td>旺小宝客户画像API</td>
+<td class="data-value" style="color:#f90;">待确认</td>
+<td>本月成交{month_deals}组，金额待填报</td>
+</tr>
+<tr>
+<td>月度KPI指标</td>
+<td>IMA知识库/配置</td>
+<td class="data-value" style="color:#0a0;">已配置</td>
+<td>来访{month_visit_target}组/销售{month_sales_target}万</td>
+</tr>
+</table>
+<!-- 页脚 -->
+<div class="footer">
+<p>{project_name} 营销日报 | 数据日期：{yesterday} | 生成时间：{date}</p>
+<p>数据来源：旺小宝智能营销系统 | 本月来访{month_visit_actual}组 | 意向客户{intent_A}组（A级）</p>
+<p style="color:#c00; font-weight:bold;">⚠ 成交金额待从销售管理系统补充，建议每日同步</p>
+</div>
+</body>
+</html>

package/skills/wangxiaobao-project-daily-report/scripts/fetch_data.py ADDED Viewed

@@ -0,0 +1,219 @@
+# -*- coding: utf-8 -*-
+"""
+旺小宝项目日报数据拉取脚本
+功能：拉取旺小宝API数据，生成日报所需数据
+"""
+import json
+import subprocess
+import os
+import argparse
+from collections import Counter
+# 项目配置（优先级：命令行参数 > 环境变量 > 默认值）
+TENANT_ID = os.environ.get("XIAOBAO_TENANT_ID", "")
+PROJECT_ID = os.environ.get("XIAOBAO_PROJECT_ID", "")
+PROJECT_NAME = os.environ.get("XIAOBAO_PROJECT_NAME", "<项目名>")
+# KPI指标（示例值 500 / 21000，请按项目实际目标调整）
+MONTH_VISIT_TARGET = int(os.environ.get("XIAOBAO_MONTH_VISIT_TARGET", "500"))
+MONTH_SALES_TARGET = int(os.environ.get("XIAOBAO_MONTH_SALES_TARGET", "21000"))
+TOKEN_PATH = os.path.join(os.path.expanduser("~"), ".openclaw/state/wangxiaobao/token.json")
+def get_token():
+    """获取旺小宝access token"""
+    with open(TOKEN_PATH, 'r') as f:
+        return json.load(f)['access_token']
+def api_call(endpoint, body, token):
+    """调用旺小宝API"""
+    cmd = [
+        'curl', '-s', '-X', 'POST',
+        f'https://open-ai.wangxiaobao.com{endpoint}',
+        '-H', f'Authorization: Bearer {token}',
+        '-H', f'X-Tenant-Id: {TENANT_ID}',
+        '-H', f'X-Project-Id: {PROJECT_ID}',
+        '-H', 'Content-Type: application/json',
+        '-d', body
+    ]
+    result = subprocess.run(cmd, capture_output=True, text=True)
+    return json.loads(result.stdout)
+def get_yesterday_visits(token, yesterday):
+    """获取昨日来访数据"""
+    body = json.dumps({
+        "current": 1, "size": 100,
+        "startTime": f"{yesterday} 00:00:00",
+        "endTime": f"{yesterday} 23:59:59"
+    })
+    data = api_call("/ai-open/visits/page", body, token)
+    all_visits = data.get('data', {}).get('content', [])
+    # 过滤只保留昨日
+    return [v for v in all_visits if v.get('visitTime', '').startswith(yesterday)]
+def get_month_visits(token, month_start, yesterday):
+    """获取本月来访数据"""
+    body = json.dumps({
+        "current": 1, "size": 500,
+        "startTime": f"{month_start} 00:00:00",
+        "endTime": f"{yesterday} 23:59:59"
+    })
+    data = api_call("/ai-open/visits/page", body, token)
+    all_visits = data.get('data', {}).get('content', [])
+    # 过滤本月
+    return [v for v in all_visits if v.get('visitTime', '').startswith('2026-05-')]
+def get_customers(token, month_start, yesterday):
+    """获取客户画像数据"""
+    body = json.dumps({
+        "page": 1, "size": 500,
+        "startTime": f"{month_start} 00:00:00",
+        "endTime": f"{yesterday} 23:59:59"
+    })
+    data = api_call("/ai-open/customers/page", body, token)
+    return data.get('data', {}).get('content', [])
+def get_stock_customers(token, three_months_ago, yesterday):
+    """获取存量客户（近3月未成交）"""
+    body = json.dumps({
+        "page": 1, "size": 100,
+        "startTime": f"{three_months_ago} 00:00:00",
+        "endTime": f"{yesterday} 23:59:59"
+    })
+    data = api_call("/ai-open/customers/page", body, token)
+    all_custs = data.get('data', {}).get('content', [])
+    # 过滤未成交
+    return [c for c in all_custs if c.get('dealStatus') != 1]
+def analyze_intent(customers):
+    """分析意向等级分布"""
+    intent_dist = Counter()
+    for c in customers:
+        level = c.get('intentLevel', '未知') or '未知'
+        if level == '':
+            level = '未知'
+        intent_dist[level] += 1
+    return dict(intent_dist)
+def analyze_channel(customers):
+    """分析渠道分布"""
+    channel_dist = Counter()
+    for c in customers:
+        tags = c.get('dynamicTags', {})
+        channel = tags.get('五大类来访渠道', '未知')
+        if channel == '':
+            channel = '未知'
+        channel_dist[channel] += 1
+    return dict(channel_dist)
+def main(date_str='2026-05-21'):
+    """主函数"""
+    today = date_str
+    yesterday = '2026-05-20'
+    month_start = '2026-05-01'
+    three_months_ago = '2026-02-20'
+    print("="*60)
+    print(f"{PROJECT_NAME}日报数据拉取 - {today}")
+    print("="*60)
+    token = get_token()
+    # 1. 昨日来访
+    print("\n[1] 拉取昨日来访数据...")
+    yesterday_visits = get_yesterday_visits(token, yesterday)
+    print(f"    昨日来访: {len(yesterday_visits)}组")
+    # 2. 本月来访
+    print("\n[2] 拉取本月来访数据...")
+    month_visits = get_month_visits(token, month_start, yesterday)
+    print(f"    本月来访: {len(month_visits)}组")
+    # 3. 客户画像
+    print("\n[3] 拉取客户画像数据...")
+    customers = get_customers(token, month_start, yesterday)
+    print(f"    本月客户总数: {len(customers)}")
+    # 意向等级
+    intent_dist = analyze_intent(customers)
+    print("\n    意向等级分布:")
+    for level, cnt in sorted(intent_dist.items(), key=lambda x: -x[1]):
+        print(f"      {level}: {cnt}组")
+    # 渠道分布
+    channel_dist = analyze_channel(customers)
+    print("\n    渠道分布:")
+    for ch, cnt in sorted(channel_dist.items(), key=lambda x: -x[1])[:5]:
+        print(f"      {ch}: {cnt}组")
+    # 4. 存量客户
+    print("\n[4] 拉取存量客户数据...")
+    stock_customers = get_stock_customers(token, three_months_ago, yesterday)
+    print(f"    存量客户(未成交): {len(stock_customers)}组")
+    # 5. 成交客户
+    print("\n[5] 分析成交数据...")
+    deal_customers = [c for c in customers if c.get('dealStatus') == 1]
+    deal_intent = analyze_intent(deal_customers)
+    print(f"    本月成交: {len(deal_customers)}组")
+    print("    成交意向等级:", deal_intent)
+    # 保存数据
+    report_data = {
+        'date': today,
+        'yesterday': yesterday,
+        'project_name': PROJECT_NAME,
+        'month_visit_target': MONTH_VISIT_TARGET,
+        'month_visit_actual': len(month_visits),
+        'yesterday_visits': len(yesterday_visits),
+        'yesterday_visit_list': [{
+            'time': v['visitTime'].split(' ')[1],
+            'advisor': v['userName'],
+            'count': v['visitCount'],
+            'duration': int(int(v.get('visitTimer', '0')) / 60000) if v.get('visitTimer', '0') != '0' else 0
+        } for v in yesterday_visits],
+        'month_sales_target': MONTH_SALES_TARGET,
+        'month_deals': len(deal_customers),
+        'visit_intent': intent_dist,
+        'channel_dist': channel_dist,
+        'stock_total': len(stock_customers),
+        'deal_intent': deal_intent
+    }
+    output_path = os.path.join(os.getcwd(), "final_report_data.json")
+    with open(output_path, 'w', encoding='utf-8') as f:
+        json.dump(report_data, f, ensure_ascii=False, indent=2)
+    print(f"\n数据已保存: {output_path}")
+    return report_data
+if __name__ == "__main__":
+    parser = argparse.ArgumentParser(description="旺小宝项目日报数据拉取")
+    parser.add_argument("date", nargs="?", default="2026-05-21", help="日期 YYYY-MM-DD")
+    parser.add_argument("--tenant-id", help="旺小宝租户ID（覆盖环境变量）")
+    parser.add_argument("--project-id", help="旺小宝项目ID（覆盖环境变量）")
+    parser.add_argument("--project-name", help="项目名称（覆盖环境变量）")
+    parser.add_argument("--month-visit-target", type=int, help="月度来访目标")
+    parser.add_argument("--month-sales-target", type=int, help="月度销售目标（万元）")
+    args = parser.parse_args()
+    if args.tenant_id:
+        TENANT_ID = args.tenant_id
+    if args.project_id:
+        PROJECT_ID = args.project_id
+    if args.project_name:
+        PROJECT_NAME = args.project_name
+    if args.month_visit_target is not None:
+        MONTH_VISIT_TARGET = args.month_visit_target
+    if args.month_sales_target is not None:
+        MONTH_SALES_TARGET = args.month_sales_target
+    main(args.date)