sophhub 0.1.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/bin/sophhub.js +21 -0
- package/package.json +32 -0
- package/skills/VERSIONS.md +27 -0
- package/skills/builtin/clawhub/SKILL.md +77 -0
- package/skills/builtin/flight-booking/SKILL.md +288 -0
- package/skills/builtin/flight-booking/scripts/flight_booking.py +1232 -0
- package/skills/builtin/inventory-management/SKILL.md +241 -0
- package/skills/builtin/inventory-management/scripts/inventory.py +1844 -0
- package/skills/builtin/schedule-reminder/SKILL.md +619 -0
- package/skills/builtin/schedule-reminder/schedule_template.md +68 -0
- package/skills/builtin/schedule-reminder/scripts/append_event.py +204 -0
- package/skills/builtin/schedule-reminder/scripts/create_reminders.sh +163 -0
- package/skills/builtin/schedule-reminder/scripts/daily_activate.sh +175 -0
- package/skills/builtin/schedule-reminder/scripts/parse_schedule.py +704 -0
- package/skills/builtin/schedule-reminder/scripts/setup.sh +242 -0
- package/skills/builtin/schedule-reminder//347/224/250/346/210/267/346/214/207/345/215/227.md +311 -0
- package/skills/builtin/skill-creator/SKILL.md +370 -0
- package/skills/builtin/skill-creator/license.txt +202 -0
- package/skills/builtin/skill-creator/scripts/init_skill.py +378 -0
- package/skills/builtin/skill-creator/scripts/package_skill.py +111 -0
- package/skills/builtin/skill-creator/scripts/quick_validate.py +101 -0
- package/skills/builtin/sophnet-customer-management/SKILL.md +271 -0
- package/skills/builtin/sophnet-customer-management/pyproject.toml +15 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/__init__.py +2 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/__main__.py +5 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/cli.py +67 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/commands/__init__.py +2 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/commands/customer.py +60 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/commands/export_file.py +18 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/commands/import_file.py +15 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/commands/reminder.py +26 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/commands/schema.py +28 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_cli/config.py +54 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/__init__.py +2 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/exporter.py +85 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/models.py +84 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/normalizer.py +144 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/parser.py +241 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/query.py +109 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/reminder.py +121 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/repository.py +397 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/schema.py +106 -0
- package/skills/builtin/sophnet-customer-management/src/customer_mgmt_core/service.py +565 -0
- package/skills/builtin/sophnet-customer-management/uv.lock +48 -0
- package/skills/builtin/sophnet-customized-marketing/SKILL.md +144 -0
- package/skills/builtin/sophnet-customized-marketing/playbooks/campaign-planning.md +187 -0
- package/skills/builtin/sophnet-customized-marketing/playbooks/content-generation.md +124 -0
- package/skills/builtin/sophnet-customized-marketing/playbooks/marketing-calendar.md +59 -0
- package/skills/builtin/sophnet-customized-marketing/playbooks/multi-channel-bundle.md +94 -0
- package/skills/builtin/sophnet-customized-marketing/playbooks/poster-generation.md +182 -0
- package/skills/builtin/sophnet-customized-marketing/playbooks/style-profile-workflow.md +103 -0
- package/skills/builtin/sophnet-customized-marketing/pyproject.toml +9 -0
- package/skills/builtin/sophnet-customized-marketing/references/campaign-mechanics.md +168 -0
- package/skills/builtin/sophnet-customized-marketing/references/content-safety.md +26 -0
- package/skills/builtin/sophnet-customized-marketing/references/marketing-date-checklist.md +99 -0
- package/skills/builtin/sophnet-customized-marketing/references/platform-writing-guidelines.md +88 -0
- package/skills/builtin/sophnet-customized-marketing/references/quality-checklist.md +44 -0
- package/skills/builtin/sophnet-customized-marketing/scripts/generate_poster.py +585 -0
- package/skills/builtin/sophnet-customized-marketing/scripts/style_profile.py +215 -0
- package/skills/builtin/sophnet-face-search/SKILL.md +115 -0
- package/skills/builtin/sophnet-face-search/pyproject.toml +11 -0
- package/skills/builtin/sophnet-face-search/scripts/face_search.py +336 -0
- package/skills/builtin/sophnet-face-search/uv.lock +508 -0
- package/skills/builtin/sophnet-image-edit/SKILL.md +140 -0
- package/skills/builtin/sophnet-image-edit/pyproject.toml +9 -0
- package/skills/builtin/sophnet-image-edit/scripts/edit_and_preview.sh +68 -0
- package/skills/builtin/sophnet-image-edit/scripts/edit_image.py +279 -0
- package/skills/builtin/sophnet-image-edit/uv.lock +234 -0
- package/skills/builtin/sophnet-image-generate/SKILL.md +62 -0
- package/skills/builtin/sophnet-image-generate/pyproject.toml +9 -0
- package/skills/builtin/sophnet-image-generate/scripts/generate_image.py +156 -0
- package/skills/builtin/sophnet-image-generate/uv.lock +234 -0
- package/skills/builtin/sophnet-image-ocr/SKILL.md +167 -0
- package/skills/builtin/sophnet-image-ocr/pyproject.toml +13 -0
- package/skills/builtin/sophnet-image-ocr/scripts/ocr.py +226 -0
- package/skills/builtin/sophnet-image-ocr/uv.lock +234 -0
- package/skills/builtin/sophnet-infinite-talk/SKILL.md +140 -0
- package/skills/builtin/sophnet-infinite-talk/pyproject.toml +9 -0
- package/skills/builtin/sophnet-infinite-talk/scripts/gen.py +172 -0
- package/skills/builtin/sophnet-oss/SKILL.md +109 -0
- package/skills/builtin/sophnet-oss/pyproject.toml +8 -0
- package/skills/builtin/sophnet-oss/scripts/upload_file.py +43 -0
- package/skills/builtin/sophnet-qa-install/SKILL.md +210 -0
- package/skills/builtin/sophnet-qa-install/pyproject.toml +6 -0
- package/skills/builtin/sophnet-qa-install/scripts/backup_md.py +35 -0
- package/skills/builtin/sophnet-qa-install/scripts/check_installed.py +143 -0
- package/skills/builtin/sophnet-qa-install/scripts/update_config.py +142 -0
- package/skills/builtin/sophnet-qa-install/scripts/update_md.py +73 -0
- package/skills/builtin/sophnet-training-install/SKILL.md +211 -0
- package/skills/builtin/sophnet-training-install/pyproject.toml +6 -0
- package/skills/builtin/sophnet-training-install/scripts/backup_md.py +35 -0
- package/skills/builtin/sophnet-training-install/scripts/check_installed.py +144 -0
- package/skills/builtin/sophnet-training-install/scripts/update_config.py +142 -0
- package/skills/builtin/sophnet-training-install/scripts/update_md.py +73 -0
- package/skills/builtin/sophnet-tts/SKILL.md +79 -0
- package/skills/builtin/sophnet-tts/pyproject.toml +9 -0
- package/skills/builtin/sophnet-tts/scripts/gen_tts.py +130 -0
- package/skills/builtin/sophnet-video-generate/SKILL.md +116 -0
- package/skills/builtin/sophnet-video-generate/scripts/gen_video.py +304 -0
- package/skills/builtin/video-understand/SKILL.md +79 -0
- package/skills/builtin/video-understand/scripts/video_understand.py +204 -0
- package/skills/builtin/weather/SKILL.md +112 -0
- package/skills/builtin/web-scraper/SKILL.md +101 -0
- package/skills/builtin/web-scraper/scripts/scrape.py +270 -0
- package/skills/builtin/website-builder/SKILL.md +266 -0
- package/skills/builtin/website-builder/scripts/deploy_site.sh +46 -0
- package/skills/store/didi-ride/SKILL.md +309 -0
- package/skills/store/didi-ride/_meta.json +6 -0
- package/skills/store/didi-ride/assets/PREFERENCE.md +58 -0
- package/skills/store/didi-ride/package.json +15 -0
- package/skills/store/didi-ride/references/api_references.md +171 -0
- package/skills/store/didi-ride/references/error_handling.md +68 -0
- package/skills/store/didi-ride/references/setup.md +73 -0
- package/skills/store/didi-ride/references/workflow.md +150 -0
- package/skills/store/flyai/SKILL.md +119 -0
- package/skills/store/flyai/references/fliggy-fast-search.md +53 -0
- package/skills/store/flyai/references/search-flight.md +89 -0
- package/skills/store/flyai/references/search-hotels.md +57 -0
- package/skills/store/flyai/references/search-poi.md +49 -0
- package/src/commands/download.js +103 -0
- package/src/commands/list.js +67 -0
- package/src/utils/config.js +24 -0
- package/src/utils/gitlab.js +67 -0
- package/src/utils/paths.js +19 -0
- package/src/utils/versions.js +38 -0
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from __future__ import annotations
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import json
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from dataclasses import asdict
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from datetime import datetime
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from pathlib import Path
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from typing import Any
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from .exporter import export_customers, preview_as_markdown
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from .models import CustomerPayload, ImportPreview
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from .normalizer import (
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clean_text,
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dumps_json,
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normalize_date,
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normalize_optional_text,
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normalize_phone,
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normalize_tags,
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normalize_value_for_type,
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)
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from .parser import parse_file
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from .query import match_filters, query_due_within_days, sort_customers
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from .reminder import build_birthday_plans, build_due_plans, build_follow_up_plan, schedule_plans
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from .repository import SQLiteRepository
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from .schema import (
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create_schema_from_labels,
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is_builtin_field,
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resolve_builtin_field,
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resolve_grouped_record_field,
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resolve_or_create_field,
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)
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class CustomerManagementService:
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def __init__(self, db_path: str | Path):
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self.repo = SQLiteRepository(db_path)
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self.repo.init_db()
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def inspect_schema(self) -> dict[str, Any]:
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return {
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"builtin_fields": [
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{"field_key": "name", "label": "姓名", "value_type": "string", "required": True},
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{"field_key": "primary_phone", "label": "手机号", "value_type": "phone", "required": False},
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{"field_key": "birthday", "label": "生日", "value_type": "date", "required": False},
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{"field_key": "tags", "label": "标签", "value_type": "tags", "required": False},
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{"field_key": "notes", "label": "备注", "value_type": "string", "required": False},
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],
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"dynamic_fields": self.repo.list_field_defs(),
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}
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def evolve_schema(self, labels: list[str]) -> dict[str, Any]:
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existing_defs = self.repo.list_field_defs()
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now = _now()
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created = []
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for field_def in create_schema_from_labels(labels, existing_defs):
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self.repo.upsert_field_def(field_def.to_dict(), now)
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created.append(field_def.to_dict())
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return {"created_fields": created}
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def add_customer(self, payload: dict[str, Any]) -> dict[str, Any]:
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customer_payload = CustomerPayload(
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name=clean_text(payload["name"]),
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primary_phone=normalize_phone(payload.get("primary_phone")),
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birthday=normalize_date(payload.get("birthday")),
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tags=normalize_tags(payload.get("tags")),
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notes=normalize_optional_text(payload.get("notes")),
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dynamic_fields=payload.get("dynamic_fields", {}),
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)
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customer_id, created = self.repo.upsert_customer(customer_payload.to_dict(), _now())
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self._save_dynamic_fields("customer", customer_id, customer_payload.dynamic_fields, source="user_confirmed")
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customer = self.get_customer(customer_id)
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return {"created": created, "customer": customer}
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def update_customer(self, match: dict[str, Any], updates: dict[str, Any]) -> dict[str, Any]:
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customer = self._resolve_single_customer(match)
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merged = {
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"customer_id": customer["customer_id"],
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"name": updates.get("name", customer["name"]),
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"primary_phone": updates.get("primary_phone", customer.get("primary_phone")),
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"birthday": updates.get("birthday", customer.get("birthday")),
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"tags": updates.get("tags", customer.get("tags", [])),
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"notes": updates.get("notes", customer.get("notes")),
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}
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customer_id, _ = self.repo.upsert_customer(
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{
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"customer_id": customer["customer_id"],
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"name": clean_text(merged["name"]),
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"primary_phone": normalize_phone(merged.get("primary_phone")),
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"birthday": normalize_date(merged.get("birthday")),
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"tags": normalize_tags(merged.get("tags")),
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"notes": normalize_optional_text(merged.get("notes")),
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},
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_now(),
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)
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self._save_dynamic_fields("customer", customer_id, updates.get("dynamic_fields", {}), source="user_confirmed")
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return {"customer": self.get_customer(customer_id)}
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def delete_customer(self, match: dict[str, Any]) -> dict[str, Any]:
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customer = self._resolve_single_customer(match)
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deleted = self.repo.delete_customer(customer["customer_id"])
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return {"deleted": deleted, "customer": customer}
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def get_customer(self, customer_id: str) -> dict[str, Any] | None:
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customers = self._load_customer_views()
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for customer in customers:
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if customer["customer_id"] == customer_id:
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return customer
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return None
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def query_customers(self, query: dict[str, Any]) -> dict[str, Any]:
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customers = self._load_customer_views()
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if query.get("due_within_days"):
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matched = query_due_within_days(customers, int(query["due_within_days"]))
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else:
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matched = [customer for customer in customers if match_filters(customer, query)]
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matched = sort_customers(matched)
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offset = max(int(query.get("offset", 0)), 0)
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limit = int(query.get("limit", 20))
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summarized = [self._summarize_customer(customer) for customer in matched[offset : offset + limit]]
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return {
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"count": len(matched),
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"items": summarized,
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"offset": offset,
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"limit": limit,
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"markdown": preview_as_markdown(summarized, limit=limit),
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}
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def add_record(self, payload: dict[str, Any]) -> dict[str, Any]:
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customer = self._resolve_single_customer(payload.get("match", {}))
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record_id = self.repo.create_business_record(
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{
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"customer_id": customer["customer_id"],
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"record_type": payload["record_type"],
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"status": payload.get("status"),
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"record_date": normalize_date(payload.get("record_date")),
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"amount": payload.get("amount"),
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"title": payload.get("title"),
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"raw_payload": payload.get("raw_payload", {}),
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},
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_now(),
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)
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return {"record_id": record_id}
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def query_records(self, query: dict[str, Any]) -> dict[str, Any]:
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customer_id = None
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if query.get("match"):
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customer = self._resolve_single_customer(query["match"])
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customer_id = customer["customer_id"]
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records = self.repo.list_business_records(customer_id=customer_id)
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record_type = clean_text(query.get("record_type"))
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if record_type:
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records = [item for item in records if item.get("record_type") == record_type]
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if query.get("keyword"):
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keyword = clean_text(query["keyword"])
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records = [item for item in records if keyword in dumps_json(item)]
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limit = int(query.get("limit", 20))
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return {"count": len(records), "items": records[:limit]}
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def import_file(self, file_path: str | Path, *, commit: bool) -> dict[str, Any]:
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parsed = parse_file(file_path)
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warnings: list[str] = []
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preview_rows: list[dict[str, Any]] = []
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new_fields: dict[str, dict[str, Any]] = {}
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customer_count = 0
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record_count = 0
|
|
165
|
+
existing_defs = self.repo.list_field_defs()
|
|
166
|
+
|
|
167
|
+
if commit:
|
|
168
|
+
self.repo.init_db()
|
|
169
|
+
|
|
170
|
+
for table in parsed["tables"]:
|
|
171
|
+
if table["mode"] == "grouped_records":
|
|
172
|
+
table_result = self._import_grouped_rows(
|
|
173
|
+
table["rows"],
|
|
174
|
+
existing_defs=existing_defs,
|
|
175
|
+
commit=commit,
|
|
176
|
+
)
|
|
177
|
+
else:
|
|
178
|
+
table_result = self._import_generic_rows(
|
|
179
|
+
table["rows"],
|
|
180
|
+
existing_defs=existing_defs,
|
|
181
|
+
commit=commit,
|
|
182
|
+
)
|
|
183
|
+
customer_count += table_result["customer_count"]
|
|
184
|
+
record_count += table_result["record_count"]
|
|
185
|
+
warnings.extend(table_result["warnings"])
|
|
186
|
+
preview_rows.extend(table_result["preview_rows"])
|
|
187
|
+
for item in table_result["new_fields"]:
|
|
188
|
+
new_fields[item["field_key"]] = item
|
|
189
|
+
|
|
190
|
+
preview = ImportPreview(
|
|
191
|
+
mode="commit" if commit else "preview",
|
|
192
|
+
source_file=str(file_path),
|
|
193
|
+
customer_count=customer_count,
|
|
194
|
+
record_count=record_count,
|
|
195
|
+
new_field_count=len(new_fields),
|
|
196
|
+
warnings=warnings,
|
|
197
|
+
preview_rows=preview_rows[:20],
|
|
198
|
+
)
|
|
199
|
+
summary = preview.to_dict()
|
|
200
|
+
job_id = self.repo.save_import_job(str(file_path), summary["mode"], summary, _now())
|
|
201
|
+
return {"import_job_id": job_id, "summary": summary}
|
|
202
|
+
|
|
203
|
+
def plan_reminders(self, payload: dict[str, Any]) -> dict[str, Any]:
|
|
204
|
+
customers = self._load_customer_views()
|
|
205
|
+
kinds = payload.get("kinds") or ["birthday", "due_date"]
|
|
206
|
+
plans = []
|
|
207
|
+
if "birthday" in kinds:
|
|
208
|
+
plans.extend(build_birthday_plans(customers))
|
|
209
|
+
if "due_date" in kinds:
|
|
210
|
+
plans.extend(build_due_plans(customers))
|
|
211
|
+
if payload.get("follow_up"):
|
|
212
|
+
customer = self._resolve_single_customer(payload["follow_up"]["match"])
|
|
213
|
+
plans.append(build_follow_up_plan(customer, payload["follow_up"]["date"]))
|
|
214
|
+
if payload.get("schedule"):
|
|
215
|
+
scheduled = schedule_plans(plans)
|
|
216
|
+
return {"count": len(scheduled), "items": scheduled}
|
|
217
|
+
return {"count": len(plans), "items": [asdict(plan) for plan in plans]}
|
|
218
|
+
|
|
219
|
+
def export_customers(self, output_path: str | Path, query: dict[str, Any] | None = None) -> dict[str, Any]:
|
|
220
|
+
filters = dict(query or {})
|
|
221
|
+
filters["limit"] = 100000
|
|
222
|
+
query_result = self.query_customers(filters)
|
|
223
|
+
return export_customers(query_result["items"], output_path)
|
|
224
|
+
|
|
225
|
+
def _import_generic_rows(
|
|
226
|
+
self,
|
|
227
|
+
rows: list[dict[str, str]],
|
|
228
|
+
*,
|
|
229
|
+
existing_defs: list[dict[str, Any]],
|
|
230
|
+
commit: bool,
|
|
231
|
+
) -> dict[str, Any]:
|
|
232
|
+
now = _now()
|
|
233
|
+
customer_count = 0
|
|
234
|
+
record_count = 0
|
|
235
|
+
warnings: list[str] = []
|
|
236
|
+
preview_rows: list[dict[str, Any]] = []
|
|
237
|
+
created_fields: list[dict[str, Any]] = []
|
|
238
|
+
|
|
239
|
+
columns = _collect_columns(rows)
|
|
240
|
+
for column in columns:
|
|
241
|
+
field_def = resolve_or_create_field(
|
|
242
|
+
label=column,
|
|
243
|
+
sample_values=[row.get(column) for row in rows],
|
|
244
|
+
existing_defs=existing_defs,
|
|
245
|
+
source="imported",
|
|
246
|
+
)
|
|
247
|
+
if field_def and field_def.field_key not in {item["field_key"] for item in created_fields}:
|
|
248
|
+
created_fields.append(field_def.to_dict())
|
|
249
|
+
existing_defs.append(field_def.to_dict())
|
|
250
|
+
if commit:
|
|
251
|
+
self.repo.upsert_field_def(field_def.to_dict(), now)
|
|
252
|
+
|
|
253
|
+
for row in rows:
|
|
254
|
+
name = None
|
|
255
|
+
builtin_values: dict[str, Any] = {}
|
|
256
|
+
dynamic_fields: dict[str, Any] = {}
|
|
257
|
+
for label, value in row.items():
|
|
258
|
+
builtin_key = resolve_builtin_field(label)
|
|
259
|
+
if builtin_key:
|
|
260
|
+
builtin_values[builtin_key] = value
|
|
261
|
+
if builtin_key == "name":
|
|
262
|
+
name = clean_text(value)
|
|
263
|
+
else:
|
|
264
|
+
field_key = self._resolve_field_key_from_defs(label, existing_defs)
|
|
265
|
+
if field_key:
|
|
266
|
+
dynamic_fields[field_key] = value
|
|
267
|
+
if not name:
|
|
268
|
+
warnings.append(f"跳过一行:缺少客户姓名 -> {row}")
|
|
269
|
+
continue
|
|
270
|
+
preview_rows.append({"name": name, "dynamic_fields": dynamic_fields})
|
|
271
|
+
customer_count += 1
|
|
272
|
+
if commit:
|
|
273
|
+
result = self.add_customer(
|
|
274
|
+
{
|
|
275
|
+
"name": name,
|
|
276
|
+
"primary_phone": builtin_values.get("primary_phone"),
|
|
277
|
+
"birthday": builtin_values.get("birthday"),
|
|
278
|
+
"tags": builtin_values.get("tags", ""),
|
|
279
|
+
"notes": builtin_values.get("notes"),
|
|
280
|
+
"dynamic_fields": dynamic_fields,
|
|
281
|
+
}
|
|
282
|
+
)
|
|
283
|
+
if not result.get("customer"):
|
|
284
|
+
warnings.append(f"导入失败:{row}")
|
|
285
|
+
return {
|
|
286
|
+
"customer_count": customer_count,
|
|
287
|
+
"record_count": record_count,
|
|
288
|
+
"warnings": warnings,
|
|
289
|
+
"preview_rows": preview_rows,
|
|
290
|
+
"new_fields": created_fields,
|
|
291
|
+
}
|
|
292
|
+
|
|
293
|
+
def _import_grouped_rows(
|
|
294
|
+
self,
|
|
295
|
+
rows: list[dict[str, str]],
|
|
296
|
+
*,
|
|
297
|
+
existing_defs: list[dict[str, Any]],
|
|
298
|
+
commit: bool,
|
|
299
|
+
) -> dict[str, Any]:
|
|
300
|
+
now = _now()
|
|
301
|
+
warnings: list[str] = []
|
|
302
|
+
preview_rows: list[dict[str, Any]] = []
|
|
303
|
+
created_fields: list[dict[str, Any]] = []
|
|
304
|
+
customer_count = 0
|
|
305
|
+
record_count = 0
|
|
306
|
+
|
|
307
|
+
for label, values in self._collect_grouped_dynamic_field_samples(rows).items():
|
|
308
|
+
field_def = resolve_or_create_field(
|
|
309
|
+
label=label,
|
|
310
|
+
sample_values=values,
|
|
311
|
+
existing_defs=existing_defs,
|
|
312
|
+
source="imported",
|
|
313
|
+
)
|
|
314
|
+
if field_def and field_def.field_key not in {item["field_key"] for item in created_fields}:
|
|
315
|
+
created_fields.append(field_def.to_dict())
|
|
316
|
+
existing_defs.append(field_def.to_dict())
|
|
317
|
+
if commit:
|
|
318
|
+
self.repo.upsert_field_def(field_def.to_dict(), now)
|
|
319
|
+
|
|
320
|
+
seen_customer_ids: set[str] = set()
|
|
321
|
+
preview_customer_keys: set[tuple[str, str | None, str | None]] = set()
|
|
322
|
+
for row in rows:
|
|
323
|
+
entities = self._extract_grouped_entities(row)
|
|
324
|
+
anchor_customer_id = "__preview__"
|
|
325
|
+
for entity in entities:
|
|
326
|
+
preview_rows.append({"name": entity["payload"]["name"], "entity_group": entity["group"]})
|
|
327
|
+
preview_customer_keys.add(
|
|
328
|
+
(
|
|
329
|
+
entity["payload"]["name"],
|
|
330
|
+
entity["payload"].get("primary_phone"),
|
|
331
|
+
entity["payload"].get("birthday"),
|
|
332
|
+
)
|
|
333
|
+
)
|
|
334
|
+
if commit:
|
|
335
|
+
result = self.add_customer({**entity["payload"], "dynamic_fields": entity["dynamic_fields"]})
|
|
336
|
+
customer = result["customer"]
|
|
337
|
+
customer_id = customer["customer_id"]
|
|
338
|
+
seen_customer_ids.add(customer_id)
|
|
339
|
+
if anchor_customer_id == "__preview__":
|
|
340
|
+
anchor_customer_id = customer_id
|
|
341
|
+
|
|
342
|
+
customer_count = len(seen_customer_ids) if commit else len(preview_customer_keys)
|
|
343
|
+
|
|
344
|
+
record_payload = self._build_grouped_record_payload(row, anchor_customer_id if entities else None)
|
|
345
|
+
if record_payload:
|
|
346
|
+
record_count += 1
|
|
347
|
+
if commit and record_payload["customer_id"] != "__preview__":
|
|
348
|
+
self.repo.create_business_record(record_payload, now)
|
|
349
|
+
|
|
350
|
+
return {
|
|
351
|
+
"customer_count": customer_count,
|
|
352
|
+
"record_count": record_count,
|
|
353
|
+
"warnings": warnings,
|
|
354
|
+
"preview_rows": preview_rows,
|
|
355
|
+
"new_fields": created_fields,
|
|
356
|
+
}
|
|
357
|
+
|
|
358
|
+
def _build_grouped_record_payload(self, row: dict[str, str], customer_id: str | None) -> dict[str, Any] | None:
|
|
359
|
+
if not customer_id:
|
|
360
|
+
return None
|
|
361
|
+
record_date = None
|
|
362
|
+
amount = None
|
|
363
|
+
title = None
|
|
364
|
+
payload = {
|
|
365
|
+
"customer_id": customer_id,
|
|
366
|
+
"record_type": "linked_record",
|
|
367
|
+
"status": "active",
|
|
368
|
+
"record_date": None,
|
|
369
|
+
"amount": None,
|
|
370
|
+
"title": None,
|
|
371
|
+
"raw_payload": {},
|
|
372
|
+
}
|
|
373
|
+
for label, value in row.items():
|
|
374
|
+
if not clean_text(value):
|
|
375
|
+
continue
|
|
376
|
+
record_key = resolve_grouped_record_field(label)
|
|
377
|
+
payload["raw_payload"][record_key or label] = value
|
|
378
|
+
if record_key == "record_date" and not record_date:
|
|
379
|
+
record_date = normalize_date(value)
|
|
380
|
+
elif record_key == "amount" and not amount:
|
|
381
|
+
amount = value
|
|
382
|
+
elif record_key == "item_name" and not title:
|
|
383
|
+
title = value
|
|
384
|
+
payload["record_date"] = record_date
|
|
385
|
+
payload["amount"] = amount
|
|
386
|
+
payload["title"] = title or self._guess_record_title(row)
|
|
387
|
+
return payload
|
|
388
|
+
|
|
389
|
+
def _extract_grouped_entities(self, row: dict[str, str]) -> list[dict[str, Any]]:
|
|
390
|
+
grouped_values: dict[str, dict[str, str]] = {}
|
|
391
|
+
for label, value in row.items():
|
|
392
|
+
if "_" not in label or not clean_text(value):
|
|
393
|
+
continue
|
|
394
|
+
group, sub_label = label.split("_", 1)
|
|
395
|
+
if not clean_text(group) or not clean_text(sub_label):
|
|
396
|
+
continue
|
|
397
|
+
grouped_values.setdefault(group, {})[sub_label] = value
|
|
398
|
+
|
|
399
|
+
entities: list[dict[str, Any]] = []
|
|
400
|
+
for group, fields in grouped_values.items():
|
|
401
|
+
builtin_values: dict[str, Any] = {}
|
|
402
|
+
dynamic_fields: dict[str, Any] = {}
|
|
403
|
+
name = None
|
|
404
|
+
for sub_label, value in fields.items():
|
|
405
|
+
builtin_key = resolve_builtin_field(sub_label)
|
|
406
|
+
if builtin_key:
|
|
407
|
+
builtin_values[builtin_key] = value
|
|
408
|
+
if builtin_key == "name":
|
|
409
|
+
name = clean_text(value)
|
|
410
|
+
else:
|
|
411
|
+
dynamic_fields[sub_label] = value
|
|
412
|
+
if not name:
|
|
413
|
+
continue
|
|
414
|
+
payload = {
|
|
415
|
+
"name": name,
|
|
416
|
+
"primary_phone": builtin_values.get("primary_phone"),
|
|
417
|
+
"birthday": builtin_values.get("birthday"),
|
|
418
|
+
"notes": builtin_values.get("notes") or f"来自分组记录导入:{group}",
|
|
419
|
+
"tags": [group],
|
|
420
|
+
}
|
|
421
|
+
entities.append({"group": group, "payload": payload, "dynamic_fields": dynamic_fields})
|
|
422
|
+
return entities
|
|
423
|
+
|
|
424
|
+
def _collect_grouped_dynamic_field_samples(self, rows: list[dict[str, str]]) -> dict[str, list[str]]:
|
|
425
|
+
samples: dict[str, list[str]] = {}
|
|
426
|
+
for row in rows:
|
|
427
|
+
for label, value in row.items():
|
|
428
|
+
if "_" not in label or not clean_text(value):
|
|
429
|
+
continue
|
|
430
|
+
_, sub_label = label.split("_", 1)
|
|
431
|
+
if resolve_builtin_field(sub_label):
|
|
432
|
+
continue
|
|
433
|
+
samples.setdefault(sub_label, []).append(value)
|
|
434
|
+
return samples
|
|
435
|
+
|
|
436
|
+
def _guess_record_title(self, row: dict[str, str]) -> str | None:
|
|
437
|
+
for label, value in row.items():
|
|
438
|
+
if "_" in label:
|
|
439
|
+
continue
|
|
440
|
+
if not clean_text(value):
|
|
441
|
+
continue
|
|
442
|
+
if resolve_grouped_record_field(label) in {"record_no", "record_date", "amount", "term", "owner_name"}:
|
|
443
|
+
continue
|
|
444
|
+
return value
|
|
445
|
+
return None
|
|
446
|
+
|
|
447
|
+
def _save_dynamic_fields(self, entity_type: str, entity_id: str, dynamic_fields: dict[str, Any], *, source: str) -> None:
|
|
448
|
+
if not dynamic_fields:
|
|
449
|
+
return
|
|
450
|
+
existing_defs = self.repo.list_field_defs(entity_type=entity_type)
|
|
451
|
+
now = _now()
|
|
452
|
+
for key_or_label, value in dynamic_fields.items():
|
|
453
|
+
field_key = key_or_label
|
|
454
|
+
field_def = next((item for item in existing_defs if item["field_key"] == field_key), None)
|
|
455
|
+
if not field_def:
|
|
456
|
+
field_def = next(
|
|
457
|
+
(
|
|
458
|
+
item
|
|
459
|
+
for item in existing_defs
|
|
460
|
+
if clean_text(item["label"]) == clean_text(key_or_label)
|
|
461
|
+
or clean_text(key_or_label) in {clean_text(alias) for alias in (item.get("aliases") or [])}
|
|
462
|
+
),
|
|
463
|
+
None,
|
|
464
|
+
)
|
|
465
|
+
if field_def:
|
|
466
|
+
field_key = field_def["field_key"]
|
|
467
|
+
if not field_def:
|
|
468
|
+
field_def_obj = resolve_or_create_field(
|
|
469
|
+
label=key_or_label,
|
|
470
|
+
sample_values=[value],
|
|
471
|
+
existing_defs=existing_defs,
|
|
472
|
+
source=source,
|
|
473
|
+
)
|
|
474
|
+
if not field_def_obj:
|
|
475
|
+
continue
|
|
476
|
+
field_def = field_def_obj.to_dict()
|
|
477
|
+
self.repo.upsert_field_def(field_def, now)
|
|
478
|
+
existing_defs.append(field_def)
|
|
479
|
+
field_key = field_def["field_key"]
|
|
480
|
+
normalized_value = normalize_value_for_type(value, field_def["value_type"])
|
|
481
|
+
self.repo.upsert_field_value(
|
|
482
|
+
entity_type=entity_type,
|
|
483
|
+
entity_id=entity_id,
|
|
484
|
+
field_key=field_key,
|
|
485
|
+
value=clean_text(value),
|
|
486
|
+
normalized_value=normalized_value,
|
|
487
|
+
display_value=clean_text(value),
|
|
488
|
+
now=now,
|
|
489
|
+
)
|
|
490
|
+
|
|
491
|
+
def _load_customer_views(self) -> list[dict[str, Any]]:
|
|
492
|
+
customers = self.repo.list_customers()
|
|
493
|
+
defs = {item["field_key"]: item for item in self.repo.list_field_defs()}
|
|
494
|
+
values = self.repo.list_field_values(entity_type="customer")
|
|
495
|
+
value_map: dict[str, dict[str, Any]] = {}
|
|
496
|
+
for value in values:
|
|
497
|
+
entity_values = value_map.setdefault(value["entity_id"], {})
|
|
498
|
+
field_def = defs.get(value["field_key"], {})
|
|
499
|
+
entity_values[value["field_key"]] = {
|
|
500
|
+
"key": value["field_key"],
|
|
501
|
+
"label": field_def.get("label", value["field_key"]),
|
|
502
|
+
"type": field_def.get("value_type", "string"),
|
|
503
|
+
"value": value["normalized_value"] or value["value"],
|
|
504
|
+
"displayValue": value["display_value"] or value["value"],
|
|
505
|
+
}
|
|
506
|
+
records_by_customer: dict[str, list[dict[str, Any]]] = {}
|
|
507
|
+
for record in self.repo.list_business_records():
|
|
508
|
+
records_by_customer.setdefault(record["customer_id"], []).append(record)
|
|
509
|
+
for customer in customers:
|
|
510
|
+
customer["dynamic_field_map"] = value_map.get(customer["customer_id"], {})
|
|
511
|
+
customer["dynamic_fields"] = list(customer["dynamic_field_map"].values())
|
|
512
|
+
customer["records"] = records_by_customer.get(customer["customer_id"], [])
|
|
513
|
+
return customers
|
|
514
|
+
|
|
515
|
+
def _resolve_single_customer(self, match: dict[str, Any]) -> dict[str, Any]:
|
|
516
|
+
if match.get("customer_id"):
|
|
517
|
+
customer = self.get_customer(match["customer_id"])
|
|
518
|
+
if customer:
|
|
519
|
+
return customer
|
|
520
|
+
query = self.query_customers({**match, "limit": 5})
|
|
521
|
+
items = query["items"]
|
|
522
|
+
if not items:
|
|
523
|
+
raise ValueError("未找到匹配的客户")
|
|
524
|
+
if len(items) > 1:
|
|
525
|
+
names = "、".join(item["name"] for item in items[:5])
|
|
526
|
+
raise ValueError(f"匹配到多个客户,请缩小范围:{names}")
|
|
527
|
+
return items[0]
|
|
528
|
+
|
|
529
|
+
def _resolve_field_key_from_defs(self, label: str, defs: list[dict[str, Any]]) -> str | None:
|
|
530
|
+
for item in defs:
|
|
531
|
+
if clean_text(label) == clean_text(item["label"]):
|
|
532
|
+
return item["field_key"]
|
|
533
|
+
aliases = item.get("aliases") or []
|
|
534
|
+
if clean_text(label) in {clean_text(alias) for alias in aliases}:
|
|
535
|
+
return item["field_key"]
|
|
536
|
+
return None
|
|
537
|
+
|
|
538
|
+
def _summarize_customer(self, customer: dict[str, Any]) -> dict[str, Any]:
|
|
539
|
+
return {
|
|
540
|
+
"customer_id": customer["customer_id"],
|
|
541
|
+
"name": customer.get("name"),
|
|
542
|
+
"primary_phone": customer.get("primary_phone"),
|
|
543
|
+
"birthday": customer.get("birthday"),
|
|
544
|
+
"notes": customer.get("notes"),
|
|
545
|
+
"created_at": customer.get("created_at"),
|
|
546
|
+
"updated_at": customer.get("updated_at"),
|
|
547
|
+
"tags": customer.get("tags", []),
|
|
548
|
+
"dynamic_field_map": customer.get("dynamic_field_map", {}),
|
|
549
|
+
"dynamic_fields": customer.get("dynamic_fields", []),
|
|
550
|
+
"record_count": len(customer.get("records", [])),
|
|
551
|
+
"due_fields": customer.get("due_fields", []),
|
|
552
|
+
}
|
|
553
|
+
|
|
554
|
+
|
|
555
|
+
def _collect_columns(rows: list[dict[str, str]]) -> list[str]:
|
|
556
|
+
ordered: list[str] = []
|
|
557
|
+
for row in rows:
|
|
558
|
+
for key in row.keys():
|
|
559
|
+
if key not in ordered:
|
|
560
|
+
ordered.append(key)
|
|
561
|
+
return ordered
|
|
562
|
+
|
|
563
|
+
|
|
564
|
+
def _now() -> str:
|
|
565
|
+
return datetime.now().isoformat(timespec="seconds")
|
|
@@ -0,0 +1,48 @@
|
|
|
1
|
+
version = 1
|
|
2
|
+
revision = 3
|
|
3
|
+
requires-python = ">=3.10"
|
|
4
|
+
|
|
5
|
+
[[package]]
|
|
6
|
+
name = "et-xmlfile"
|
|
7
|
+
version = "2.0.0"
|
|
8
|
+
source = { registry = "https://pypi.org/simple" }
|
|
9
|
+
sdist = { url = "https://files.pythonhosted.org/packages/d3/38/af70d7ab1ae9d4da450eeec1fa3918940a5fafb9055e934af8d6eb0c2313/et_xmlfile-2.0.0.tar.gz", hash = "sha256:dab3f4764309081ce75662649be815c4c9081e88f0837825f90fd28317d4da54", size = 17234, upload-time = "2024-10-25T17:25:40.039Z" }
|
|
10
|
+
wheels = [
|
|
11
|
+
{ url = "https://files.pythonhosted.org/packages/c1/8b/5fe2cc11fee489817272089c4203e679c63b570a5aaeb18d852ae3cbba6a/et_xmlfile-2.0.0-py3-none-any.whl", hash = "sha256:7a91720bc756843502c3b7504c77b8fe44217c85c537d85037f0f536151b2caa", size = 18059, upload-time = "2024-10-25T17:25:39.051Z" },
|
|
12
|
+
]
|
|
13
|
+
|
|
14
|
+
[[package]]
|
|
15
|
+
name = "openpyxl"
|
|
16
|
+
version = "3.1.5"
|
|
17
|
+
source = { registry = "https://pypi.org/simple" }
|
|
18
|
+
dependencies = [
|
|
19
|
+
{ name = "et-xmlfile" },
|
|
20
|
+
]
|
|
21
|
+
sdist = { url = "https://files.pythonhosted.org/packages/3d/f9/88d94a75de065ea32619465d2f77b29a0469500e99012523b91cc4141cd1/openpyxl-3.1.5.tar.gz", hash = "sha256:cf0e3cf56142039133628b5acffe8ef0c12bc902d2aadd3e0fe5878dc08d1050", size = 186464, upload-time = "2024-06-28T14:03:44.161Z" }
|
|
22
|
+
wheels = [
|
|
23
|
+
{ url = "https://files.pythonhosted.org/packages/c0/da/977ded879c29cbd04de313843e76868e6e13408a94ed6b987245dc7c8506/openpyxl-3.1.5-py2.py3-none-any.whl", hash = "sha256:5282c12b107bffeef825f4617dc029afaf41d0ea60823bbb665ef3079dc79de2", size = 250910, upload-time = "2024-06-28T14:03:41.161Z" },
|
|
24
|
+
]
|
|
25
|
+
|
|
26
|
+
[[package]]
|
|
27
|
+
name = "sophnet-customer-management"
|
|
28
|
+
version = "1.0.0"
|
|
29
|
+
source = { editable = "." }
|
|
30
|
+
dependencies = [
|
|
31
|
+
{ name = "openpyxl" },
|
|
32
|
+
{ name = "xlrd" },
|
|
33
|
+
]
|
|
34
|
+
|
|
35
|
+
[package.metadata]
|
|
36
|
+
requires-dist = [
|
|
37
|
+
{ name = "openpyxl", specifier = ">=3.1.0" },
|
|
38
|
+
{ name = "xlrd", specifier = ">=2.0.1" },
|
|
39
|
+
]
|
|
40
|
+
|
|
41
|
+
[[package]]
|
|
42
|
+
name = "xlrd"
|
|
43
|
+
version = "2.0.2"
|
|
44
|
+
source = { registry = "https://pypi.org/simple" }
|
|
45
|
+
sdist = { url = "https://files.pythonhosted.org/packages/07/5a/377161c2d3538d1990d7af382c79f3b2372e880b65de21b01b1a2b78691e/xlrd-2.0.2.tar.gz", hash = "sha256:08b5e25de58f21ce71dc7db3b3b8106c1fa776f3024c54e45b45b374e89234c9", size = 100167, upload-time = "2025-06-14T08:46:39.039Z" }
|
|
46
|
+
wheels = [
|
|
47
|
+
{ url = "https://files.pythonhosted.org/packages/1a/62/c8d562e7766786ba6587d09c5a8ba9f718ed3fa8af7f4553e8f91c36f302/xlrd-2.0.2-py2.py3-none-any.whl", hash = "sha256:ea762c3d29f4cca48d82df517b6d89fbce4db3107f9d78713e48cd321d5c9aa9", size = 96555, upload-time = "2025-06-14T08:46:37.766Z" },
|
|
48
|
+
]
|