sophhub 0.4.21 → 0.4.23

package/skills/insurance-customer-policy/src/scripts/dashboard_all.py

@@ -0,0 +1,205 @@
+#!/usr/bin/env python3
+"""Aggregate insurance overview directly from shared insurance.sqlite3."""
+from __future__ import annotations
+
+import argparse
+import json
+import sys
+from pathlib import Path
+from typing import Any
+
+SCRIPTS_DIR = Path(__file__).resolve().parent
+if str(SCRIPTS_DIR) not in sys.path:
+    sys.path.insert(0, str(SCRIPTS_DIR))
+
+from insurance_customer_cli import db
+
+
+def aggregate() -> dict[str, Any]:
+    conn = db.connect()
+    month = conn.execute("SELECT strftime('%Y-%m','now','localtime') AS m").fetchone()["m"]
+    start = f"{month}-01 00:00:00"
+    y, m = map(int, month.split("-"))
+    end = f"{y + 1:04d}-01-01 00:00:00" if m == 12 else f"{y:04d}-{m + 1:02d}-01 00:00:00"
+
+    customers_total = int(conn.execute("SELECT COUNT(*) AS n FROM customers WHERE status='active'").fetchone()["n"])
+    hi_value = int(
+        conn.execute(
+            """
+            SELECT COUNT(*) AS n FROM (
+                SELECT c.id, COALESCE(SUM(p.premium),0) AS annual
+                FROM customers c
+                LEFT JOIN policies p ON p.customer_id=c.id AND p.status='active'
+                WHERE c.status='active'
+                GROUP BY c.id
+                HAVING annual > 50000
+            )
+            """
+        ).fetchone()["n"]
+    )
+    active = int(
+        conn.execute(
+            """
+            SELECT COUNT(DISTINCT customer_id) AS n
+            FROM followups
+            WHERE created_at >= datetime('now','-30 days')
+            """
+        ).fetchone()["n"]
+    )
+    new = int(
+        conn.execute(
+            "SELECT COUNT(*) AS n FROM customers WHERE status='active' AND created_at >= datetime('now','-30 days')"
+        ).fetchone()["n"]
+    )
+    dormant = int(
+        conn.execute(
+            """
+            SELECT COUNT(*) AS n
+            FROM customers c
+            WHERE c.status='active'
+              AND c.created_at < datetime('now','-60 days')
+              AND COALESCE(
+                    (SELECT MAX(f.created_at) FROM followups f WHERE f.customer_id=c.id),
+                    c.created_at
+                  ) < datetime('now','-60 days')
+            """
+        ).fetchone()["n"]
+    )
+    policies_total = int(conn.execute("SELECT COUNT(*) AS n FROM policies WHERE status='active'").fetchone()["n"])
+    total_premium = float(
+        conn.execute("SELECT COALESCE(SUM(premium),0) AS s FROM policies WHERE status='active'").fetchone()["s"]
+    )
+    products_total = int(conn.execute("SELECT COUNT(*) AS n FROM products WHERE status='active'").fetchone()["n"])
+    renewal_30d = int(
+        conn.execute(
+            """
+            SELECT COUNT(*) AS n FROM policies
+            WHERE status='active'
+              AND (
+                (expire_date IS NOT NULL AND expire_date<>'' AND expire_date<=date('now','+30 days') AND expire_date>=date('now'))
+                OR
+                (next_pay_date IS NOT NULL AND next_pay_date<>'' AND next_pay_date<=date('now','+30 days') AND next_pay_date>=date('now'))
+              )
+            """
+        ).fetchone()["n"]
+    )
+    followup_30d_lapsed = int(
+        conn.execute(
+            """
+            SELECT COUNT(*) AS n
+            FROM customers c
+            WHERE c.status='active'
+              AND COALESCE(
+                    (SELECT MAX(f.created_at) FROM followups f WHERE f.customer_id=c.id),
+                    c.created_at
+                  ) < datetime('now','-30 days')
+            """
+        ).fetchone()["n"]
+    )
+    dormant_60d = dormant
+    active_deals = int(
+        conn.execute(
+            "SELECT COUNT(*) AS n FROM deals WHERE stage IN ('在谈','方案中','议价')"
+        ).fetchone()["n"]
+    )
+    this_month_target = float(
+        (conn.execute("SELECT target_premium FROM monthly_targets WHERE month=?", (month,)).fetchone() or {"target_premium": 0})[
+            "target_premium"
+        ]
+    )
+    this_month_closed = float(
+        conn.execute(
+            """
+            SELECT COALESCE(SUM(COALESCE(actual_premium, estimated_premium, 0)),0) AS s
+            FROM deals
+            WHERE stage='已成交' AND closed_at >= ? AND closed_at < ?
+            """,
+            (start, end),
+        ).fetchone()["s"]
+    )
+    this_month_forecast = float(
+        conn.execute(
+            """
+            SELECT COALESCE(SUM(
+                CASE
+                    WHEN stage='在谈' THEN estimated_premium * 0.20
+                    WHEN stage='方案中' THEN estimated_premium * 0.50
+                    WHEN stage='议价' THEN estimated_premium * 0.80
+                    ELSE 0
+                END
+            ),0) AS s
+            FROM deals
+            """
+        ).fetchone()["s"]
+    )
+
+    overview = {
+        "customers_total": customers_total,
+        "hi_value": hi_value,
+        "active": active,
+        "dormant": dormant,
+        "new": new,
+        "policies_total": policies_total,
+        "total_premium": total_premium,
+        "products_total": products_total,
+        "renewal_30d": renewal_30d,
+        "followup_30d_lapsed": followup_30d_lapsed,
+        "dormant_60d": dormant_60d,
+        "this_month": month,
+        "active_deals": active_deals,
+        "this_month_target": this_month_target,
+        "this_month_closed": this_month_closed,
+        "this_month_forecast": this_month_forecast,
+    }
+
+    md_lines: list[str] = []
+    month_label = overview.get("this_month", "")
+    md_lines.append(f"🛡️ **经营概览（{month_label}）**" if month_label else "🛡️ **经营概览**")
+    md_lines.append("")
+    md_lines.append(
+        f"👥 客户：{overview['customers_total']}人（高净值{overview['hi_value']} / "
+        f"活跃{overview['active']} / 沉睡{overview['dormant']} / 新客{overview['new']}）"
+    )
+    md_lines.append(
+        f"📋 保单：{overview['policies_total']}份（总保费约¥{overview['total_premium']:,.0f}）"
+    )
+    md_lines.append(f"📦 产品库：{overview['products_total']} 款")
+    md_lines.append(f"⏰ 本月续保：{overview['renewal_30d']}份 30 天内到期")
+    md_lines.append(
+        f"🎯 本月目标：保费¥{overview['this_month_target']:,.0f} | "
+        f"已完成：¥{overview['this_month_closed']:,.0f} | "
+        f"在谈预估：¥{overview['this_month_forecast']:,.0f} | "
+        f"在谈商机：{overview['active_deals']}单"
+    )
+    md_lines.append("")
+    md_lines.append("⚠️ 待处理：")
+    md_lines.append(f"- {overview['renewal_30d']} 份保单 30 天内到期")
+    md_lines.append(f"- {overview['followup_30d_lapsed']} 位客户超 30 天未联系")
+    md_lines.append(f"- {overview['dormant_60d']} 位客户超 60 天未联系（沉睡）")
+
+    conn.close()
+    return {"ok": True, "overview": overview, "skills": {"source": "shared-db"}, "markdown": "\n".join(md_lines)}
+
+
+def main(argv: list[str] | None = None) -> int:
+    parser = argparse.ArgumentParser(prog="dashboard_all")
+    parser.add_argument("--json", action="store_true",
+                        help="只输出 JSON（默认就是 JSON；保留参数对齐子命令风格）")
+    parser.add_argument("--md", action="store_true",
+                        help="只打印 markdown 卡片（不打 JSON）")
+    args = parser.parse_args(argv)
+    try:
+        sys.stdout.reconfigure(encoding="utf-8")
+        sys.stderr.reconfigure(encoding="utf-8")
+    except (AttributeError, OSError):
+        pass
+    data = aggregate()
+    if args.md:
+        print(data["markdown"])
+    else:
+        print(json.dumps(data, ensure_ascii=False, indent=2))
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())

package/skills/insurance-customer-policy/src/scripts/insurance_customer_cli/__main__.py

@@ -0,0 +1,4 @@
+from insurance_customer_cli.cli import main
+
+if __name__ == "__main__":
+    raise SystemExit(main())