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续约待办派发

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z66
2025-12-16 09:48:24 +08:00
parent b6335b9902
commit 5e4529c11e
2 changed files with 283 additions and 6 deletions
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test/续约待办宜搭同步简道云.py
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test/续约待办派发.py
+283 -6
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@@ -30,15 +30,92 @@ common_module = CommonModule()
output_dir = "output" # 设置输出目录
os.makedirs(output_dir, exist_ok=True)
class RenewalToDo:
def __init__(self):
self.json_list = None
self.data_NGV = None
self.staff_id_list = None
self.NGV_data_list = None
self.field_map = {
"关联数据": "_widget_1764820541663",
"公司名称": "_widget_1764820541616",
"门店名称": "_widget_1764820541617",
"门店编码": "_widget_1764820541661",
"加盟商": "_widget_1764820541618",
"过期日": "_widget_1764820541672",
"Saas版本": "_widget_1764820541623",
"上次购买价格": "_widget_1764820541624",
"联系人": "_widget_1764820541621",
"联系手机号": "_widget_1764820541622",
"专属运营顾问": "_widget_1764820541625",
"区域客服": "_widget_1764820541715",
"运营专家": "_widget_1764820541678",
"120天是否跟进": "_widget_1764820541628",
"120天处理人": "_widget_1764820541634",
"120天跟进时间": "_widget_1765352838631",
"60天是否跟进": "_widget_1764820541630",
"60天处理人": "_widget_1764820541635",
"60天跟进时间": "_widget_1765352838632",
"30天是否跟进": "_widget_1764820541632",
"30天处理人": "_widget_1764820541636",
"30天跟进时间": "_widget_1765352838633",
"是否联系上客户": "_widget_1764820541638",
"客户现阶段问题分类": "_widget_1764820541641",
"未联系上原因字段": "_widget_1765330820509",
"联系情况及问题说明": "_widget_1764820541653",
"潜在商机": "_widget_1764820541657",
"商机详情": "_widget_1764820541659",
"门店续约意愿": "_widget_1764820541654",
"不续约原因": "_widget_1764820541700",
"产品原因": "_widget_1764820541707",
"服务问题": "_widget_1764820541709",
"门店原因": "_widget_1764820541711",
"价格原因": "_widget_1764820541713",
"不续约具体情况说明": "_widget_1764820541702",
"回访完成方式": "_widget_1764820541697",
"周期性增购": "_widget_1764820541717",
"周期性增购.商品名称": "_widget_1764820541717._widget_1764820541719",
"周期性增购.分母金额": "_widget_1764820541717._widget_1764820541720",
"周期性增购.应续约日": "_widget_1764820541717._widget_1764820541721",
"周期性增购.上次购买数量": "_widget_1764820541717._widget_1764820541722",
"周期性增购.不续约原因": "_widget_1764820541717._widget_1764820541723",
"周期性增购.是否愿意续约": "_widget_1764820541717._widget_1764820541724",
"周期性增购.续约后订单编码": "_widget_1764820541717._widget_1764820541725",
"订单编码": "_widget_1764820541674",
"订单支付日期": "_widget_1764820541679",
"本次-实付金额（元）": "_widget_1764820541676",
"业务类型（续约、升级）": "_widget_1764820541680",
"连锁门店待办同步处理": "_widget_1764820541681",
"选择需要同步的门店名称": "_widget_1765330820391",
"过期日后90天日期": "_widget_1764820541865",
"当前所处节点": "_widget_1765352838609",
"流程状态": "_widget_1765352838610",
"提交人": "creator",
"提交时间": "createTime",
"更新时间": "updateTime"
}
self.cn_field_map = {
"related_data": "关联数据",
"group_name": "公司名称",
"org_name": "门店名称",
"org_code": "门店编码",
"franchisee": "加盟商", # 新加字段
"expiry_time": "过期日",
"saas_edition_fmt": "Saas版本",
"last_purchase_price": "上次购买价格", # 新加字段
"contacts": "联系人",
"contact_mobile": "联系手机号",
"service_impl_principal": "专属运营顾问",
"regional_customer_service": "区域客服", # 新加字段
"technician": "运营专家",
}
def load_all_data(self):
"""
从各类来源加载数据上加载数据
:return:
"""
# 获取NGV数据
payload = {"api_key": "675b900991ad2491c69389ca", "entry_id": "675bb02bd2d53c2034c665e4"}
self.NGV_data_list = api_instance.entry_data_list(payload).get("data")
@@ -54,20 +131,218 @@ class RenewalToDo:
payload = {"api_key": "675b900991ad2491c69389ca", "entry_id": "676512ac3e54dc3159460c0a"}
json_dict = api_instance.entry_data_list(payload)
if json_dict and "data" in json_dict:
self.json_list = json_dict.get("data")
self.staff_id_list = json_dict.get("data")
else:
print("加载省市区人员关系表失败")
self.json_list = []
self.staff_id_list = []
# 数据库获取续约回访数据
self.data_NGV = common_module.get_renewal_details()
@staticmethod
def replace_names_with_staff_ids(df, name_columns, staff_id_list):
"""
将 DataFrame 中多个姓名列替换为对应的员工ID。
:param df: pandas.DataFrame
:param name_columns: list[str]，需要替换的姓名列名列表，例如 ["col1", "col2"]
:return: 修改后的 DataFrame（原列被替换）
"""
# 1. 构建姓名 -> 员工ID 的映射字典（只做一次）
name_to_id = {}
for item in staff_id_list or []:
name = item.get("_widget_1734942794144")
staff_id = item.get("_widget_1734942794145")
if name and staff_id:
name_to_id[str(name).strip()] = str(staff_id)
# 2. 对每个指定的列进行替换
df = df.copy() # 避免修改原始数据
for col in name_columns:
if col not in df.columns:
continue # 跳过不存在的列
# 替换：姓名 → ID，找不到的保留原值（可改为 fillna(None)）
df[col] = (
df[col]
.astype(str)
.str.strip()
.map(name_to_id)
.fillna(df[col])
)
return df
@staticmethod
def row_to_dict(row, field_mapping):
"""将一行数据转换为指定格式的字典"""
result = {}
for col_name, widget_id in field_mapping.items():
if col_name in row:
value = row[col_name]
# 处理Timestamp类型
if pd.isna(value):
clean_value = None
elif isinstance(value, pd.Timestamp):
clean_value = value.strftime('%Y-%m-%dT%H:%M:%SZ')
else:
clean_value = value
result[widget_id] = {"value": clean_value}
return result
@staticmethod
def en_row_to_cn_row(en_row, en_to_cn_map):
"""
将英文字段的行数据转换为中文字段的行数据
:param en_row: dict 或 pandas.Series，key 为英文字段
:param en_to_cn_map: dict, 英文字段名 -> 中文字段名
:return: dict，key 为中文字段名
"""
cn_row = {}
for en_key, value in en_row.items():
if en_key in en_to_cn_map:
cn_key = en_to_cn_map[en_key]
cn_row[cn_key] = value
# 可选：忽略无法映射的字段，或记录警告
return cn_row
@staticmethod
def get_customer_service_by_location(province_name, city_name, area_name, staff_id_list):
"""
直接遍历 self.staff_id_list，根据省市区匹配续约回访客服。
:return: 客服用户名（str），未找到则返回提示信息
"""
if not all([province_name, city_name, area_name]):
return "数据缺失: 省市区不完整"
for item in staff_id_list or []:
try:
prov = item.get('_widget_1734677164861', '').strip()
city = item.get('_widget_1734677164862', '').strip()
area = item.get('_widget_1734677164863', '').strip()
if (prov == province_name.strip() and
city == city_name.strip() and
area == area_name.strip()):
# 提取客服用户名
staff_info = item.get('_widget_1734677164869', {}) # 续约回访客服
username = staff_info.get('username')
return username if username else "数据缺失: 客服用户名为空"
except Exception:
continue # 跳过格式异常的记录
return "数据缺失: 未找到对应的续约回访客服"
def process_data(self):
"""
数据处理加工
:return:
"""
data_NGV = self.data_NGV
# data_NGV.to_csv(os.path.join(output_dir, "续约回访待办派发.csv"))
# 日期字段替换为UTC时间
time_columns = ['expiry_time']
data_NGV[time_columns] = data_NGV[time_columns].apply(
lambda col: pd.to_datetime(col, errors='coerce')
.dt.tz_localize('Asia/Shanghai') # 假设原时间是北京时间
.dt.tz_convert('UTC') # 转为 UTC
.dt.strftime('%Y-%m-%d %H:%M:%S') # 格式化为字符串（无时区标记）
)
# 成员字段替换
staff_name_cols = [
"service_impl_principal",
"technician",
]
data_NGV = self.replace_names_with_staff_ids(data_NGV, staff_name_cols, self.staff_id_list)
return data_NGV
def dispatch_task(self, data_NGV):
"""
一次性构建所有记录并派发（依赖 api_instance 内部的分批与容错）
"""
records = []
no_customer_service_data = []
for _, row in data_NGV.iterrows():
NGV_data_id = None
# 派发逻辑
# step1:优先从 data_NGV 获取省市区信息
province_name = row.get('province_name')
city_name = row.get('city_name')
area_name = row.get('area_name') if 'area_name' in row else row.get('district_name')
# 检查省市区是否完整（省市区是一体的，任意一个缺失就需要从NGV获取）
use_ngv_location = False
if (not province_name or province_name in ['', 'None', 'NA'] or
not city_name or city_name in ['', 'None', 'NA'] or
not area_name or area_name in ['', 'None', 'NA']):
use_ngv_location = True
logger.info(f"门店 {row['org_code']} 的省市区信息不完整，将从NGV_data_list获取")
# step2:获取关联数据
for NGV_Data in self.NGV_data_list:
# NGV_Data = NGV_Data.get("data")
if row["org_code"] == NGV_Data.get("_widget_1734062123071"): # 门店编码
NGV_data_id = NGV_Data.get("_id") # 数据id
# 如果需要从 NGV_data_list 获取省市区信息
if use_ngv_location:
province_name = NGV_Data.get("_widget_1734062123090")
city_name = NGV_Data.get("_widget_1734062123092")
area_name = NGV_Data.get("_widget_1734062123094")
logger.info(
f"【从NGV获取省市区】门店 {row['org_code']}: {province_name}, {city_name}, {area_name}")
# step3:根据省市区填充续约待办客服
# 检查省市区是否都有值，如果有任何一个为空，则客服为空
if (not province_name or province_name in ['', 'None', 'NA'] or
not city_name or city_name in ['', 'None', 'NA'] or
not area_name or area_name in ['', 'None', 'NA']):
customer_service = None
logger.warning(
f"【省市区信息缺失】门店 {row['org_code']} 省市区信息不完整，续约回访客服设置为空")
logger.warning(f"省: {province_name}, 市: {city_name}, 区: {area_name}")
else:
customer_service = self.get_customer_service_by_location(province_name, city_name, area_name,
self.staff_id_list)
logger.info(f"【派发客服】门店 {row['org_code']} 派发给客服: {customer_service}")
# step4:非NGV字段添加到row中
if NGV_data_id: # 关联数据
row["related_data"] = NGV_data_id
else:
row["related_data"] = None
logger.warning(f"未找到关联数据，请检查门店编码: {row['org_code']}")
if customer_service: # 区域客服
row["regional_customer_service"] = customer_service
else:
# 找不到省市区续约待办客服
no_customer_service_data.append(row)
row["regional_customer_service"] = None
logger.warning(f"未找到区域客服，请检查门店编码: {row['org_code']}")
# 列名替换为中文
cn_row = self.en_row_to_cn_row(row, self.cn_field_map)
# 简道云字段替换
widget_dict = self.row_to_dict(cn_row, self.field_map)
records.append(widget_dict)
if not records:
logger.info("无数据需要派发")
return
payload = {
"api_key": "675b900991ad2491c69389ca",
"entry_id": "6931063d64187eaf6b927557",
"data_list": records
}
api_instance.entry_data_batch_create(payload)
logger.info(f"已提交 {len(records)} 条数据进行派发")
def main(self):
task_start_time = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
@@ -77,7 +352,9 @@ class RenewalToDo:
self.load_all_data()
logger.info("加载数据完成")
# step2:数据处理
self.process_data()
data_NGV = self.process_data()
# step3:数据派发
self.dispatch_task(data_NGV)
common_module.send_task_status(task_start_time, "续约回访待办")
except Exception as e: