forked from wangziqi/gongxue-base
feat: add student followup report
This commit is contained in:
Codex
@@ -12,7 +12,7 @@
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- Supabase/PostgreSQL 多租户数据库 schema、RLS、索引、触发器。
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- `apps/api` 独立业务 API，后续供 H5、Taro 小程序、管理后台统一调用；已支持 Supabase Auth JWT 和迁移期 `tk_` session 双入口。
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- 租户后台能力：品牌、主题模板/草稿/发布、域名、公开设置、支付账户、登录配置、私密密钥掩码、活动内容、考试日期、题目反馈处理、用户站内通知查看、激活码、优惠券规则/核销报表、勋章管理/手动发放/签到积分反馈自动发放、成员权限、自定义角色模板、班级/教师/学生范围权限、学生批量导入、批量分班、学生备注、跟进任务、学生批量 CRM 推送、审计日志。
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- 租户后台能力：品牌、主题模板/草稿/发布、域名、公开设置、支付账户、登录配置、私密密钥掩码、活动内容、考试日期、题目反馈处理、用户站内通知查看、激活码、优惠券规则/核销报表、勋章管理/手动发放/签到积分反馈自动发放、成员权限、自定义角色模板、班级/教师/学生范围权限、学生批量导入、批量分班、学生备注、跟进任务、跟进效果统计、学生批量 CRM 推送、审计日志。
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- 租户内容能力：可配置题库入口、任意深度分类树、考试意向标记、题目集合、顺序/随机/全真模拟蓝图、题目录入/更新、视频绑定、分数线、单词、知识手册、资料资源台账、题目/单词/知识手册/分数线/视频 JSON/CSV/Excel 批量导入。
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- 学生端能力：题库入口、分类树、题目集合、顺序/随机/模考 session 组卷快照、答题、错题本、收藏夹、背单词卡片学习/发音/收藏练习、个人中心、男女默认预设头像、站内通知、勋章、考试倒计时、签到积分、积分活动任务、积分兑换、题目反馈、排行榜接口（租户默认关闭）、分数线、AI 择校推荐、题目视频、订单详情/状态轮询、优惠券领取/抵扣、权益、激活码预检查/兑换、资料下载；签到、积分阈值、反馈解决和积分活动可返回自动获得勋章结果，反馈处理/奖励、勋章发放和积分兑换会写入用户站内通知。学生头像不支持上传或第三方头像落库，学生激励默认以勋章自动发放为主，不默认启用排行榜。
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- 平台后台能力：租户管理、租户详情、账务资料维护、平台员工创建/授权/启停、平台细粒度权限点、平台审计日志查询和 CSV/JSON 导出、平台审计告警规则/开放告警查询/确认/解决、平台审计告警外部通知渠道和发送事件、SaaS 套餐、订阅、订阅账单候选预览/dry-run/批量生成、自动计费 worker、账单、服务费收款、逾期标记、内部催缴台账、平台催缴外部通知渠道和发送事件、用量记录、公共题库授权。
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@@ -34,8 +34,8 @@
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- Excel/CSV 导入解析已完成并复用 `content_import_jobs/items/issues` 管线；大批量异步导入 worker 基础已接入，支持 queued job 消费、重试和审计；导入后复检、模板下载、字段映射 API 和 Taro 租户内容页第一版导入操作台已完成。
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- 题库导出已完成服务端结构化 payload、PDF/Word 二进制 worker、每日一练基础导出和每日一练 ZIP 图片素材包；后续还要补更精细试卷模板、多模板排版和导出操作台体验。
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- 优惠券复杂规则和核销报表已可联调，包含状态启停、活动分组、最低订单金额、优惠封顶、单用户限次、首单限制、适用套餐/地区、核销明细和活动报表；Taro 租户营销中心已接优惠券规则表单、筛选、核销明细和报表第一版。
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- 勋章管理、手动发放、签到连续天数、积分阈值、反馈解决和积分活动任务自动发放已可联调；积分活动任务、积分兑换商品、兑换订单、优惠券兑换履约、租户后台配置和用户站内通知第一版已完成，Taro 学生个人中心已接积分任务/兑换/积分明细和消息中心第一版，租户营销中心已接积分任务/兑换操作台和用户通知查看第一版。后续还要补连续签到奖励规则、练习次数/单词掌握/模考成绩系统触发勋章、外部微信订阅消息/短信推送、积分风控报表、分佣真实打款 provider、发票、批量凭证上传、CRM 富卡片模板、失败告警、死信运营台、销售转化看板、公共题库版本通知和冲突处理操作台。
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- `apps/taro` 已建立 Taro 4 React 跨端前端地基，包含 H5 学生端、租户后台、平台后台三套构建入口、租户解析、统一 API client 和 Supabase Auth client 初始化；学生端第一批页面已接入登录、首页、题库、练习、背单词、知识手册、分数线、AI 择校推荐、资料和个人中心，已新增 `RichContent` 安全渲染组件用于题干、选项、解析、知识手册和逐题复盘，H5 端已用 KaTeX 渲染 `$...$`、`$$...$$`、`\(...\)`、`\[...\]` 公式，私有题图可用 `asset:<uuid>`/`content_asset:<uuid>` 资源引用走短期预览签名，已升级背单词为今日计划/单元学习/收藏练习、卡片翻转、发音、美/英音切换和本地位置恢复第一版，资料页已补齐预览/下载的短签名、水印 traceId 和强制水印容器第一版，个人中心已接学习报告、14 天趋势、题型表现、最近练习、7 日答题榜当前排名、积分任务/兑换/积分明细和消息中心第一版；租户后台第一批页面已接入工作台、数据看板、学生/班级、题库内容、营销中心、财务运营和租户设置，营销中心已接 CRM、分佣结算、优惠券规则/核销报表、积分任务/兑换操作台和用户通知查看第一版，财务运营已接退款状态机、官方账单任务、对账异常、差错工单和调整凭证第一版，设置页已接主题模板、草稿预览/发布、角色模板和成员绑定第一版；平台后台已接入工作台、租户管理、账务中心、公共题库授权、平台员工管理，以及创建租户、租户详情、状态变更、账务资料维护、平台员工创建/编辑/禁用恢复、权限点勾选、平台审计查询/CSV 导出、开放审计告警确认/解决、审计告警外部通知渠道/事件状态摘要、订阅、订阅账单候选/dry-run/批量生成、自动计费 worker 生成结果查看、收款、逾期预览/催缴记录、催缴外部通知渠道/事件摘要、用量和题库授权第一版写操作。
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- 勋章管理、手动发放、签到连续天数、积分阈值、反馈解决、积分活动任务、练习次数、单词掌握和模考成绩系统触发勋章已可联调；积分活动任务、积分兑换商品、兑换订单、优惠券兑换履约、租户后台配置和用户站内通知第一版已完成，Taro 学生个人中心已接积分任务/兑换/积分明细和消息中心第一版，租户营销中心已接积分任务/兑换操作台和用户通知查看第一版。学生激励默认以后台配置勋章自动发放为主，排行榜默认不开启也不在学生端默认请求。后续还要补更细活动效果看板、外部微信订阅消息/短信推送、分佣真实打款 provider、发票、批量凭证上传、CRM 富卡片模板、失败告警、死信运营台、销售转化看板、公共题库版本通知和冲突处理操作台。
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- `apps/taro` 已建立 Taro 4 React 跨端前端地基，包含 H5 学生端、租户后台、平台后台三套构建入口、租户解析、统一 API client 和 Supabase Auth client 初始化；学生端第一批页面已接入登录、首页、题库、练习、背单词、知识手册、分数线、AI 择校推荐、资料和个人中心，已新增 `RichContent` 安全渲染组件用于题干、选项、解析、知识手册和逐题复盘，H5 端已用 KaTeX 渲染 `$...$`、`$$...$$`、`\(...\)`、`\[...\]` 公式，私有题图可用 `asset:<uuid>`/`content_asset:<uuid>` 资源引用走短期预览签名，已升级背单词为今日计划/单元学习/收藏练习、卡片翻转、发音、美/英音切换和本地位置恢复第一版，资料页已补齐预览/下载的短签名、水印 traceId 和强制水印容器第一版，个人中心已接学习报告、14 天趋势、题型表现、最近练习、积分任务/兑换/积分明细和消息中心第一版；学生端不默认请求排行榜，仅在租户显式开启 `enableLeaderboard` 并完成压测后进入独立排行榜页或活动页；租户后台第一批页面已接入工作台、数据看板、学生/班级、题库内容、营销中心、财务运营和租户设置，学生运营页已接跟进看板和批量 CRM 推送第一版，营销中心已接 CRM、分佣结算、优惠券规则/核销报表、积分任务/兑换操作台和用户通知查看第一版，财务运营已接退款状态机、官方账单任务、对账异常、差错工单和调整凭证第一版，设置页已接主题模板、草稿预览/发布、角色模板和成员绑定第一版；平台后台已接入工作台、租户管理、账务中心、公共题库授权、平台员工管理，以及创建租户、租户详情、状态变更、账务资料维护、平台员工创建/编辑/禁用恢复、权限点勾选、平台审计查询/CSV 导出、开放审计告警确认/解决、审计告警外部通知渠道/事件状态摘要、订阅、订阅账单候选/dry-run/批量生成、自动计费 worker 生成结果查看、收款、逾期预览/催缴记录、催缴外部通知渠道/事件摘要、用量和题库授权第一版写操作。
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- 根目录已清理为新 Supabase SaaS monorepo 编排层；旧 PocketBase/React 项目和旧构建产物仅保留在 `参考/` 目录作为迁移参考，不进入 Git 提交。
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更完整的进度看这些文档：
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@@ -21,6 +21,7 @@ const STUDENT_NOTE_VISIBILITIES = ['tenant_staff', 'class_staff', 'author_only']
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const STUDENT_FOLLOWUP_TYPES = ['learning', 'service', 'sales', 'renewal', 'risk', 'custom'];
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const STUDENT_FOLLOWUP_PRIORITIES = ['low', 'normal', 'high', 'urgent'];
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const STUDENT_FOLLOWUP_STATUSES = ['open', 'in_progress', 'done', 'cancelled'];
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const FOLLOWUP_REPORT_RANGES: Record<string, number> = { '7d': 7, '30d': 30, '90d': 90 };
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const MAX_BULK_STUDENTS = 200;
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const MAX_BULK_CLASS_ASSIGNMENTS = 500;
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const MAX_BULK_CRM_PUSH = 100;
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@@ -28,6 +29,14 @@ const CRM_ASSIGNABLE_ROLES = ['tenant_owner', 'tenant_admin', 'tenant_operator',
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const STUDENT_AVATAR_FIELD_KEYS = ['avatarUrl', 'avatar_url', 'avatar', 'headimgurl', 'headImgUrl', 'figureurl', 'figureurl_qq_1', 'figureurl_qq_2'];
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const STUDENT_PRIMARY_ROLE_FIELD_KEYS = ['primaryRole', 'primary_role'];
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const UUID_PATTERN = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i;
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const DATE_KEY_PATTERN = /^\d{4}-\d{2}-\d{2}$/;
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const shanghaiDateFormatter = new Intl.DateTimeFormat('en-US', {
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timeZone: 'Asia/Shanghai',
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year: 'numeric',
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month: '2-digit',
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day: '2-digit',
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});
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function nullableString(value: unknown) {
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return typeof value === 'string' && value.trim() ? value.trim() : null;
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@@ -85,6 +94,16 @@ function intValue(value: unknown, fallback: number) {
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return Number.isFinite(numberValue) ? Math.trunc(numberValue) : fallback;
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}
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function numberValue(value: unknown, fallback = 0) {
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const parsed = Number(value ?? fallback);
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return Number.isFinite(parsed) ? parsed : fallback;
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}
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function ratio(numerator: number, denominator: number) {
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if (denominator <= 0) return 0;
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return Number((numerator / denominator).toFixed(4));
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}
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function boolValue(value: unknown, fallback: boolean) {
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return typeof value === 'boolean' ? value : fallback;
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}
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@@ -139,6 +158,69 @@ function optionalTimestampString(value: unknown, fieldName: string) {
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return new Date(time).toISOString();
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}
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function shanghaiDateKey(date: Date) {
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const parts = Object.fromEntries(
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shanghaiDateFormatter.formatToParts(date).map(part => [part.type, part.value]),
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);
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return `${parts.year}-${parts.month}-${parts.day}`;
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}
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function addDaysKey(dateKey: string, days: number) {
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const date = new Date(`${dateKey}T00:00:00+08:00`);
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date.setUTCDate(date.getUTCDate() + days);
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return shanghaiDateKey(date);
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}
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function shanghaiDayStartIso(dateKey: string) {
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return new Date(`${dateKey}T00:00:00+08:00`).toISOString();
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}
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function isValidShanghaiDateKey(dateKey: string) {
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if (!DATE_KEY_PATTERN.test(dateKey)) return false;
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const date = new Date(`${dateKey}T00:00:00+08:00`);
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return Number.isFinite(date.getTime()) && shanghaiDateKey(date) === dateKey;
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}
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function daysBetweenInclusive(startDate: string, endDate: string) {
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const start = Date.parse(`${startDate}T00:00:00+08:00`);
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const end = Date.parse(`${endDate}T00:00:00+08:00`);
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if (!Number.isFinite(start) || !Number.isFinite(end) || end < start) return 0;
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return Math.floor((end - start) / 86_400_000) + 1;
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}
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function parseFollowupReportRange(timeRangeValue: string, startDateValue: string, endDateValue: string) {
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if (startDateValue || endDateValue) {
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if (!isValidShanghaiDateKey(startDateValue) || !isValidShanghaiDateKey(endDateValue)) {
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throw new HttpError(400, 'startDate and endDate must use YYYY-MM-DD', 'INVALID_DATE_RANGE');
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}
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const days = daysBetweenInclusive(startDateValue, endDateValue);
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if (days <= 0) throw new HttpError(400, 'endDate must be greater than or equal to startDate', 'INVALID_DATE_RANGE');
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if (days > 180) throw new HttpError(400, 'Follow-up report range supports at most 180 days', 'DATE_RANGE_TOO_LARGE');
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return {
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timeRange: 'custom',
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days,
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startDate: startDateValue,
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endDate: endDateValue,
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startAt: shanghaiDayStartIso(startDateValue),
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endAt: shanghaiDayStartIso(addDaysKey(endDateValue, 1)),
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};
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}
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const timeRange = timeRangeValue || '30d';
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const days = FOLLOWUP_REPORT_RANGES[timeRange];
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if (!days) throw new HttpError(400, 'Unsupported follow-up report time range', 'INVALID_FOLLOWUP_REPORT_RANGE');
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const endDate = shanghaiDateKey(new Date());
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const startDate = addDaysKey(endDate, -(days - 1));
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return {
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timeRange,
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days,
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startDate,
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endDate,
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startAt: shanghaiDayStartIso(startDate),
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endAt: shanghaiDayStartIso(addDaysKey(endDate, 1)),
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};
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}
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function classCodeValue(value: unknown) {
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const code = nullableString(value);
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if (!code) return null;
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@@ -1372,6 +1454,317 @@ export async function tenantStudentFollowupsRoute(ctx: RequestContext) {
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return { items: items.map(item => maskStudentFields(auth, item)) };
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}
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export async function tenantStudentFollowupReportRoute(ctx: RequestContext) {
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const auth = await requireTenantAdmin(ctx);
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requireTenantPermission(auth, 'students:followups:read');
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const range = parseFollowupReportRange(
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stringParam(ctx, 'timeRange'),
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stringParam(ctx, 'startDate'),
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stringParam(ctx, 'endDate'),
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);
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const limit = intParam(ctx, 'limit', 10, 50);
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const assignedTo = stringParam(ctx, 'assignedToUserId');
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const followupType = stringParam(ctx, 'followupType');
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const classId = stringParam(ctx, 'classId');
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const scopedIds = await scopedClassIds(auth);
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if (classId) await ensureReadableClass(auth, classId);
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if (followupType && !STUDENT_FOLLOWUP_TYPES.includes(followupType)) {
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throw new HttpError(400, `Invalid follow-up type: ${followupType}`, 'INVALID_FOLLOWUP_TYPE');
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}
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const params: unknown[] = [auth.tenantId, range.startAt, range.endAt];
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const filters = ['sf.tenant_id = $1', '$2::timestamptz <= $3::timestamptz'];
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if (assignedTo) {
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params.push(assignedTo);
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filters.push(`sf.assigned_to_user_id = $${params.length}::uuid`);
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}
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if (followupType) {
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params.push(followupType);
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filters.push(`sf.followup_type = $${params.length}`);
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}
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if (classId) {
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params.push(classId);
|
||||
filters.push(`sf.class_id = $${params.length}::uuid`);
|
||||
}
|
||||
if (scopedIds) {
|
||||
params.push(scopedIds);
|
||||
filters.push(`exists (
|
||||
select 1 from public.tenant_class_members scoped_cm
|
||||
where scoped_cm.tenant_id = sf.tenant_id
|
||||
and scoped_cm.user_id = sf.student_user_id
|
||||
and scoped_cm.class_id = any($${params.length}::uuid[])
|
||||
and scoped_cm.member_type = 'student'
|
||||
and scoped_cm.status = 'active'
|
||||
)`);
|
||||
}
|
||||
const whereSql = filters.join(' and ');
|
||||
const limitedParams = [...params, limit];
|
||||
|
||||
const [
|
||||
summary,
|
||||
byStatus,
|
||||
byType,
|
||||
byPriority,
|
||||
byAssignee,
|
||||
byClass,
|
||||
dailyTrend,
|
||||
overdueItems,
|
||||
crmQueueSummary,
|
||||
] = await Promise.all([
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
select
|
||||
count(*) filter (where sf.created_at >= $2::timestamptz and sf.created_at < $3::timestamptz)::int as total,
|
||||
count(*) filter (where sf.status = 'open' and sf.created_at >= $2::timestamptz and sf.created_at < $3::timestamptz)::int as open,
|
||||
count(*) filter (where sf.status = 'in_progress' and sf.created_at >= $2::timestamptz and sf.created_at < $3::timestamptz)::int as "inProgress",
|
||||
count(*) filter (where sf.status = 'done' and sf.created_at >= $2::timestamptz and sf.created_at < $3::timestamptz)::int as done,
|
||||
count(*) filter (where sf.status = 'cancelled' and sf.created_at >= $2::timestamptz and sf.created_at < $3::timestamptz)::int as cancelled,
|
||||
count(*) filter (where sf.priority in ('high', 'urgent') and sf.created_at >= $2::timestamptz and sf.created_at < $3::timestamptz)::int as "highPriority",
|
||||
count(*) filter (where sf.metadata->'crmPush' is not null and sf.created_at >= $2::timestamptz and sf.created_at < $3::timestamptz)::int as "crmPushTasks",
|
||||
count(*) filter (where sf.due_at is not null and sf.due_at < now() and sf.status in ('open', 'in_progress'))::int as "overdueBacklog",
|
||||
count(*) filter (where sf.status in ('open', 'in_progress'))::int as "openBacklog",
|
||||
count(*) filter (where sf.completed_at >= $2::timestamptz and sf.completed_at < $3::timestamptz)::int as "completedInRange",
|
||||
coalesce(avg(extract(epoch from (sf.completed_at - sf.created_at)) / 3600) filter (
|
||||
where sf.completed_at >= $2::timestamptz and sf.completed_at < $3::timestamptz and sf.completed_at is not null
|
||||
), 0)::numeric as "avgCompleteHours"
|
||||
from public.tenant_student_followups sf
|
||||
where ${whereSql}
|
||||
`,
|
||||
params,
|
||||
),
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
select sf.status, count(*)::int as count
|
||||
from public.tenant_student_followups sf
|
||||
where ${whereSql}
|
||||
and sf.created_at >= $2::timestamptz
|
||||
and sf.created_at < $3::timestamptz
|
||||
group by sf.status
|
||||
order by case sf.status
|
||||
when 'open' then 1
|
||||
when 'in_progress' then 2
|
||||
when 'done' then 3
|
||||
when 'cancelled' then 4
|
||||
else 9
|
||||
end
|
||||
`,
|
||||
params,
|
||||
),
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
select sf.followup_type as "followupType", count(*)::int as count
|
||||
from public.tenant_student_followups sf
|
||||
where ${whereSql}
|
||||
and sf.created_at >= $2::timestamptz
|
||||
and sf.created_at < $3::timestamptz
|
||||
group by sf.followup_type
|
||||
order by count desc, "followupType" asc
|
||||
`,
|
||||
params,
|
||||
),
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
select sf.priority, count(*)::int as count
|
||||
from public.tenant_student_followups sf
|
||||
where ${whereSql}
|
||||
and sf.created_at >= $2::timestamptz
|
||||
and sf.created_at < $3::timestamptz
|
||||
group by sf.priority
|
||||
order by case sf.priority
|
||||
when 'urgent' then 1
|
||||
when 'high' then 2
|
||||
when 'normal' then 3
|
||||
when 'low' then 4
|
||||
else 9
|
||||
end
|
||||
`,
|
||||
params,
|
||||
),
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
select sf.assigned_to_user_id as "assignedToUserId",
|
||||
coalesce(assignee.name, assignee.username, '未指派') as "assignedToName",
|
||||
tm.role as "assignedToRole",
|
||||
count(*)::int as total,
|
||||
count(*) filter (where sf.status in ('open', 'in_progress'))::int as open,
|
||||
count(*) filter (where sf.status = 'done')::int as done,
|
||||
count(*) filter (where sf.due_at is not null and sf.due_at < now() and sf.status in ('open', 'in_progress'))::int as overdue,
|
||||
count(*) filter (where sf.metadata->'crmPush' is not null)::int as "crmPushTasks",
|
||||
coalesce(avg(extract(epoch from (sf.completed_at - sf.created_at)) / 3600) filter (where sf.completed_at is not null), 0)::numeric as "avgCompleteHours",
|
||||
max(coalesce(sf.completed_at, sf.updated_at, sf.created_at)) as "latestActivityAt"
|
||||
from public.tenant_student_followups sf
|
||||
left join public.platform_users assignee on assignee.id = sf.assigned_to_user_id
|
||||
left join public.tenant_memberships tm on tm.tenant_id = sf.tenant_id
|
||||
and tm.user_id = sf.assigned_to_user_id
|
||||
and tm.status = 'active'
|
||||
and tm.role = any($${limitedParams.length + 1}::text[])
|
||||
where ${whereSql}
|
||||
and sf.created_at >= $2::timestamptz
|
||||
and sf.created_at < $3::timestamptz
|
||||
group by sf.assigned_to_user_id, assignee.name, assignee.username, tm.role
|
||||
order by total desc, overdue desc, "latestActivityAt" desc
|
||||
limit $${limitedParams.length}
|
||||
`,
|
||||
[...limitedParams, CRM_ASSIGNABLE_ROLES],
|
||||
),
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
select sf.class_id as "classId",
|
||||
coalesce(tc.name, '未绑定班级') as "className",
|
||||
tc.code as "classCode",
|
||||
count(*)::int as total,
|
||||
count(*) filter (where sf.status in ('open', 'in_progress'))::int as open,
|
||||
count(*) filter (where sf.status = 'done')::int as done,
|
||||
count(*) filter (where sf.due_at is not null and sf.due_at < now() and sf.status in ('open', 'in_progress'))::int as overdue,
|
||||
max(coalesce(sf.completed_at, sf.updated_at, sf.created_at)) as "latestActivityAt"
|
||||
from public.tenant_student_followups sf
|
||||
left join public.tenant_classes tc on tc.tenant_id = sf.tenant_id and tc.id = sf.class_id
|
||||
where ${whereSql}
|
||||
and sf.created_at >= $2::timestamptz
|
||||
and sf.created_at < $3::timestamptz
|
||||
group by sf.class_id, tc.name, tc.code
|
||||
order by total desc, overdue desc, "latestActivityAt" desc
|
||||
limit $${limitedParams.length}
|
||||
`,
|
||||
limitedParams,
|
||||
),
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
with days as (
|
||||
select generate_series(
|
||||
$2::timestamptz,
|
||||
$3::timestamptz - interval '1 day',
|
||||
interval '1 day'
|
||||
) as day_start
|
||||
),
|
||||
created_daily as (
|
||||
select (sf.created_at at time zone 'Asia/Shanghai')::date::text as date,
|
||||
count(*)::int as created,
|
||||
count(*) filter (where sf.metadata->'crmPush' is not null)::int as "crmPushCreated",
|
||||
count(*) filter (where sf.priority in ('high', 'urgent'))::int as "highPriority"
|
||||
from public.tenant_student_followups sf
|
||||
where ${whereSql}
|
||||
and sf.created_at >= $2::timestamptz
|
||||
and sf.created_at < $3::timestamptz
|
||||
group by (sf.created_at at time zone 'Asia/Shanghai')::date
|
||||
),
|
||||
completed_daily as (
|
||||
select (sf.completed_at at time zone 'Asia/Shanghai')::date::text as date,
|
||||
count(*)::int as completed
|
||||
from public.tenant_student_followups sf
|
||||
where ${whereSql}
|
||||
and sf.completed_at >= $2::timestamptz
|
||||
and sf.completed_at < $3::timestamptz
|
||||
and sf.status = 'done'
|
||||
group by (sf.completed_at at time zone 'Asia/Shanghai')::date
|
||||
)
|
||||
select (d.day_start at time zone 'Asia/Shanghai')::date::text as date,
|
||||
coalesce(cd.created, 0)::int as created,
|
||||
coalesce(cd."crmPushCreated", 0)::int as "crmPushCreated",
|
||||
coalesce(cd."highPriority", 0)::int as "highPriority",
|
||||
coalesce(done.completed, 0)::int as completed
|
||||
from days d
|
||||
left join created_daily cd on cd.date = (d.day_start at time zone 'Asia/Shanghai')::date::text
|
||||
left join completed_daily done on done.date = (d.day_start at time zone 'Asia/Shanghai')::date::text
|
||||
order by date asc
|
||||
`,
|
||||
params,
|
||||
),
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
select sf.id, sf.student_user_id as "studentUserId",
|
||||
student.name as "studentName", student.phone as "studentPhone",
|
||||
sf.assigned_to_user_id as "assignedToUserId",
|
||||
coalesce(assignee.name, assignee.username) as "assignedToName",
|
||||
sf.class_id as "classId", tc.name as "className",
|
||||
sf.title, sf.followup_type as "followupType", sf.priority,
|
||||
sf.status, sf.due_at as "dueAt",
|
||||
extract(epoch from (now() - sf.due_at)) / 3600 as "overdueHours",
|
||||
sf.created_at as "createdAt", sf.updated_at as "updatedAt"
|
||||
from public.tenant_student_followups sf
|
||||
left join public.platform_users student on student.id = sf.student_user_id
|
||||
left join public.platform_users assignee on assignee.id = sf.assigned_to_user_id
|
||||
left join public.tenant_classes tc on tc.tenant_id = sf.tenant_id and tc.id = sf.class_id
|
||||
where ${whereSql}
|
||||
and sf.due_at is not null
|
||||
and sf.due_at < now()
|
||||
and sf.status in ('open', 'in_progress')
|
||||
order by case sf.priority
|
||||
when 'urgent' then 1
|
||||
when 'high' then 2
|
||||
when 'normal' then 3
|
||||
else 4
|
||||
end, sf.due_at asc
|
||||
limit $${limitedParams.length}
|
||||
`,
|
||||
limitedParams,
|
||||
),
|
||||
query<Record<string, unknown>>(
|
||||
`
|
||||
select
|
||||
count(*) filter (where q.created_at >= $2::timestamptz and q.created_at < $3::timestamptz)::int as total,
|
||||
count(*) filter (where q.status in ('pending', 'retrying', 'processing') and q.created_at >= $2::timestamptz and q.created_at < $3::timestamptz)::int as pending,
|
||||
count(*) filter (where q.status = 'sent' and q.created_at >= $2::timestamptz and q.created_at < $3::timestamptz)::int as sent,
|
||||
count(*) filter (where q.status in ('failed', 'discarded') and q.created_at >= $2::timestamptz and q.created_at < $3::timestamptz)::int as failed,
|
||||
count(distinct q.record_id) filter (where q.created_at >= $2::timestamptz and q.created_at < $3::timestamptz)::int as "studentCount"
|
||||
from public.crm_webhook_queue q
|
||||
join public.tenant_student_followups sf on sf.tenant_id = q.tenant_id
|
||||
and sf.metadata->'crmPush'->>'idempotencyKey' = q.idempotency_key
|
||||
where q.tenant_id = $1
|
||||
and q.source = 'tenant.student.crm_push'
|
||||
and ${whereSql}
|
||||
`,
|
||||
params,
|
||||
),
|
||||
]);
|
||||
|
||||
const summaryRow = summary[0] || {};
|
||||
const total = intValue(summaryRow.total, 0);
|
||||
const done = intValue(summaryRow.done, 0);
|
||||
const completedInRange = intValue(summaryRow.completedInRange, 0);
|
||||
return {
|
||||
item: {
|
||||
range,
|
||||
filters: {
|
||||
assignedToUserId: assignedTo || null,
|
||||
followupType: followupType || null,
|
||||
classId: classId || null,
|
||||
scoped: scopedIds !== null,
|
||||
},
|
||||
summary: {
|
||||
total,
|
||||
open: intValue(summaryRow.open, 0),
|
||||
inProgress: intValue(summaryRow.inProgress, 0),
|
||||
done,
|
||||
cancelled: intValue(summaryRow.cancelled, 0),
|
||||
highPriority: intValue(summaryRow.highPriority, 0),
|
||||
crmPushTasks: intValue(summaryRow.crmPushTasks, 0),
|
||||
openBacklog: intValue(summaryRow.openBacklog, 0),
|
||||
overdueBacklog: intValue(summaryRow.overdueBacklog, 0),
|
||||
completedInRange,
|
||||
completionRate: ratio(done, total),
|
||||
completedInRangeRate: ratio(completedInRange, total),
|
||||
avgCompleteHours: Number(numberValue(summaryRow.avgCompleteHours, 0).toFixed(2)),
|
||||
},
|
||||
crmQueue: crmQueueSummary[0] || { total: 0, pending: 0, sent: 0, failed: 0, studentCount: 0 },
|
||||
byStatus,
|
||||
byType,
|
||||
byPriority,
|
||||
byAssignee: byAssignee.map(item => ({
|
||||
...item,
|
||||
avgCompleteHours: Number(numberValue(item.avgCompleteHours, 0).toFixed(2)),
|
||||
completionRate: ratio(intValue(item.done, 0), intValue(item.total, 0)),
|
||||
})),
|
||||
byClass,
|
||||
dailyTrend,
|
||||
overdueItems: overdueItems.map(item => maskStudentFields(auth, {
|
||||
...item,
|
||||
overdueHours: Number(numberValue(item.overdueHours, 0).toFixed(2)),
|
||||
})),
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
export async function upsertTenantStudentFollowupRoute(ctx: RequestContext) {
|
||||
const auth = await requireTenantAdmin(ctx);
|
||||
requireTenantPermission(auth, 'students:followups:write');
|
||||
|
||||
@@ -7,6 +7,7 @@ import {
|
||||
tenantClassesRoute,
|
||||
tenantClassMembersRoute,
|
||||
tenantStudentFollowupsRoute,
|
||||
tenantStudentFollowupReportRoute,
|
||||
tenantStudentNotesRoute,
|
||||
tenantStudentsRoute,
|
||||
tenantTeachersRoute,
|
||||
@@ -102,6 +103,7 @@ export const tenantAdminRoutes: RouteDefinition[] = [
|
||||
['GET', '/api/tenant-admin/students/notes', tenantStudentNotesRoute],
|
||||
['PUT', '/api/tenant-admin/students/notes', upsertTenantStudentNoteRoute],
|
||||
['GET', '/api/tenant-admin/students/followups', tenantStudentFollowupsRoute],
|
||||
['GET', '/api/tenant-admin/students/followups/report', tenantStudentFollowupReportRoute],
|
||||
['PUT', '/api/tenant-admin/students/followups', upsertTenantStudentFollowupRoute],
|
||||
['GET', '/api/tenant-admin/teachers', tenantTeachersRoute],
|
||||
['GET', '/api/tenant-admin/overview', tenantOverviewRoute],
|
||||
|
||||
@@ -6,6 +6,7 @@ import {
|
||||
bulkUpsertTenantStudents,
|
||||
loadTenantClasses,
|
||||
loadTenantStudentFollowups,
|
||||
loadTenantStudentFollowupReport,
|
||||
loadTenantStudentNotes,
|
||||
loadTenantStudents,
|
||||
loadTenantTeachers,
|
||||
@@ -22,6 +23,7 @@ import {
|
||||
type TenantStudentItem,
|
||||
type TenantStudentNoteItem,
|
||||
type TenantStudentCrmPushInput,
|
||||
type TenantStudentFollowupReport,
|
||||
type TenantTeacherItem,
|
||||
type TenantMemberItem,
|
||||
} from '@/services/tenantAdmin';
|
||||
@@ -122,6 +124,7 @@ export default function TenantStudentsPage() {
|
||||
const [bulkResult, setBulkResult] = useState<BulkOperationResult | null>(null);
|
||||
const [assignResult, setAssignResult] = useState<BulkOperationResult | null>(null);
|
||||
const [crmPushResult, setCrmPushResult] = useState<BulkOperationResult | null>(null);
|
||||
const [followupReport, setFollowupReport] = useState<TenantStudentFollowupReport['item'] | null>(null);
|
||||
const [scoped, setScoped] = useState(false);
|
||||
const [busy, setBusy] = useState('');
|
||||
const [error, setError] = useState('');
|
||||
@@ -144,13 +147,15 @@ export default function TenantStudentsPage() {
|
||||
limit: 80,
|
||||
}),
|
||||
loadTenantStudentFollowups({ status: 'open', limit: 30 }).catch(() => ({ items: [] })),
|
||||
]).then(([classPayload, teacherPayload, memberPayload, studentPayload, followupPayload]) => {
|
||||
loadTenantStudentFollowupReport({ timeRange: '30d', classId: nextClassId || undefined, limit: 8 }).catch(() => ({ item: null })),
|
||||
]).then(([classPayload, teacherPayload, memberPayload, studentPayload, followupPayload, reportPayload]) => {
|
||||
setClasses(classPayload.items || []);
|
||||
setTeachers(teacherPayload.items || []);
|
||||
setCrmAssignees((memberPayload.items || []).filter(item => crmAssignableRoles.includes(String(item.role || ''))));
|
||||
setStudents(studentPayload.items || []);
|
||||
setScoped(studentPayload.scoped === true);
|
||||
setFollowups(followupPayload.items || []);
|
||||
setFollowupReport(reportPayload.item || null);
|
||||
}).catch(nextError => setError(nextError instanceof Error ? nextError.message : '学生数据加载失败'));
|
||||
}
|
||||
|
||||
@@ -538,6 +543,38 @@ export default function TenantStudentsPage() {
|
||||
{!students.length ? <View className='admin-empty'>暂无学生，或当前角色没有可见学生范围。</View> : null}
|
||||
</View>
|
||||
|
||||
<View className='admin-section'>
|
||||
<Text className='admin-section-title'>跟进看板</Text>
|
||||
<View className='admin-grid'>
|
||||
<View className='admin-metric'>
|
||||
<Text className='admin-metric-label'>30 天跟进</Text>
|
||||
<Text className='admin-metric-value'>{followupReport?.summary?.total || 0}</Text>
|
||||
<Text className='admin-row-meta'>完成 {followupReport?.summary?.done || 0} · CRM {followupReport?.summary?.crmPushTasks || 0}</Text>
|
||||
</View>
|
||||
<View className='admin-metric'>
|
||||
<Text className='admin-metric-label'>待处理</Text>
|
||||
<Text className='admin-metric-value'>{followupReport?.summary?.openBacklog || 0}</Text>
|
||||
<Text className='admin-row-meta'>逾期 {followupReport?.summary?.overdueBacklog || 0} · 高优先级 {followupReport?.summary?.highPriority || 0}</Text>
|
||||
</View>
|
||||
<View className='admin-metric'>
|
||||
<Text className='admin-metric-label'>完成率</Text>
|
||||
<Text className='admin-metric-value'>{Math.round((followupReport?.summary?.completionRate || 0) * 100)}%</Text>
|
||||
<Text className='admin-row-meta'>平均 {followupReport?.summary?.avgCompleteHours || 0} 小时</Text>
|
||||
</View>
|
||||
</View>
|
||||
<View className='admin-list'>
|
||||
{(followupReport?.byAssignee || []).slice(0, 4).map((item, index) => (
|
||||
<View className='admin-row' key={`${item.assignedToUserId || 'none'}:${index}`}>
|
||||
<Text className='admin-row-main'>{String(item.assignedToName || '未指派')} · {String(item.assignedToRole || '-')}</Text>
|
||||
<Text className='admin-row-meta'>总数 {String(item.total || 0)} · 待处理 {String(item.open || 0)} · 完成 {String(item.done || 0)} · 逾期 {String(item.overdue || 0)}</Text>
|
||||
</View>
|
||||
))}
|
||||
</View>
|
||||
{(followupReport?.overdueItems || []).slice(0, 3).map(item => (
|
||||
<Text className='admin-row-meta break-line' key={item.id}>逾期 · {item.title || '跟进任务'} · {item.studentName || item.studentUserId || '-'} · {item.assignedToName || '未指派'}</Text>
|
||||
))}
|
||||
</View>
|
||||
|
||||
<View className='admin-section'>
|
||||
<Text className='admin-section-title'>CRM 批量推送</Text>
|
||||
<View className='admin-form-grid'>
|
||||
|
||||
@@ -138,6 +138,42 @@ export interface TenantStudentCrmPushInput {
|
||||
idempotencyKey?: string;
|
||||
}
|
||||
|
||||
export interface TenantStudentFollowupReport {
|
||||
item?: {
|
||||
range?: Record<string, unknown>;
|
||||
filters?: Record<string, unknown>;
|
||||
summary?: {
|
||||
total?: number;
|
||||
open?: number;
|
||||
inProgress?: number;
|
||||
done?: number;
|
||||
cancelled?: number;
|
||||
highPriority?: number;
|
||||
crmPushTasks?: number;
|
||||
openBacklog?: number;
|
||||
overdueBacklog?: number;
|
||||
completedInRange?: number;
|
||||
completionRate?: number;
|
||||
completedInRangeRate?: number;
|
||||
avgCompleteHours?: number;
|
||||
};
|
||||
crmQueue?: {
|
||||
total?: number;
|
||||
pending?: number;
|
||||
sent?: number;
|
||||
failed?: number;
|
||||
studentCount?: number;
|
||||
};
|
||||
byStatus?: Record<string, unknown>[];
|
||||
byType?: Record<string, unknown>[];
|
||||
byPriority?: Record<string, unknown>[];
|
||||
byAssignee?: Record<string, unknown>[];
|
||||
byClass?: Record<string, unknown>[];
|
||||
dailyTrend?: Record<string, unknown>[];
|
||||
overdueItems?: TenantStudentFollowupItem[];
|
||||
};
|
||||
}
|
||||
|
||||
export interface ImportJobItem {
|
||||
id: string;
|
||||
importType?: string;
|
||||
@@ -1063,6 +1099,20 @@ export async function loadTenantStudentFollowups(query: {
|
||||
});
|
||||
}
|
||||
|
||||
export async function loadTenantStudentFollowupReport(query: {
|
||||
timeRange?: '7d' | '30d' | '90d';
|
||||
startDate?: string;
|
||||
endDate?: string;
|
||||
assignedToUserId?: string;
|
||||
followupType?: string;
|
||||
classId?: string;
|
||||
limit?: number;
|
||||
} = {}) {
|
||||
return apiRequest<TenantStudentFollowupReport>('/api/tenant-admin/students/followups/report', {
|
||||
query: { ...query, limit: query.limit || 10 },
|
||||
});
|
||||
}
|
||||
|
||||
export async function upsertTenantStudentFollowup(input: {
|
||||
id?: string;
|
||||
studentUserId: string;
|
||||
|
||||
@@ -144,7 +144,7 @@
|
||||
| 激活码批次/生成/列表 | 可联调 | `/api/tenant-admin/code-batches`、`activation-codes` |
|
||||
| 成员/角色权限/审计 | 可联调 | `/api/tenant-admin/members`、`permissions`、`role-templates`、`audit-logs` |
|
||||
| 班级/学生/教师管理 | 可联调 | `/api/tenant-admin/classes`、`classes/members`、`students`、`teachers`，支持班级范围权限和审计 |
|
||||
| 学生批量运营 | 可联调 | `/api/tenant-admin/students/bulk-upsert`、`students/status`、`classes/members/bulk-assign`、`students/notes`、`students/followups`、`students/crm-push`；支持逐行结果、限量、防跨租户和教师范围校验；批量 CRM 推送会为学生生成跟进任务并写入异步 CRM 队列，要求 `crm:write`、`students:read`、`students:followups:write`；学生导入/upsert/分班禁止 `avatarUrl/avatar_url/avatar/headimgurl/figureurl` 和 `primaryRole/primary_role`，避免绕过预设头像与租户角色体系 |
|
||||
| 学生批量运营 | 可联调 | `/api/tenant-admin/students/bulk-upsert`、`students/status`、`classes/members/bulk-assign`、`students/notes`、`students/followups`、`students/followups/report`、`students/crm-push`；支持逐行结果、限量、防跨租户和教师范围校验；跟进报表支持 7/30/90 天或自定义日期范围、状态/类型/优先级/负责人/班级聚合、逾期待办、CRM 推送队列摘要和每日趋势；批量 CRM 推送会为学生生成跟进任务并写入异步 CRM 队列，要求 `crm:write`、`students:read`、`students:followups:write`；学生导入/upsert/分班禁止 `avatarUrl/avatar_url/avatar/headimgurl/figureurl` 和 `primaryRole/primary_role`，避免绕过预设头像与租户角色体系 |
|
||||
| 用户站内通知查看 | 可联调 | `GET /api/tenant-admin/user-notifications`；需要 `notifications:read` 权限，支持按用户、状态、类型查询租户内通知和状态汇总，租户后台只读不直接代学生改状态 |
|
||||
| 平台租户/详情/账务资料/员工/审计/告警/套餐/订阅/账单/用量 | 可联调 | `/api/platform-admin/*`；已支持当前平台账号权限目录、平台员工列表、平台员工创建/编辑、平台员工禁用/恢复、租户列表、创建租户、租户详情、状态变更、账务资料维护、平台审计日志查询、CSV/JSON 审计导出、平台审计告警规则查询、告警列表、确认/解决/忽略、审计告警外部通知渠道和发送事件、SaaS 套餐、订阅、账单、订阅账单候选预览、dry-run、批量生成、自动计费 worker、重复开票保护、收款、逾期标记、内部催缴台账、催缴外部通知渠道和发送事件、用量；平台 API 已拆分 `platform:staff:read/write/status`、`platform:tenant:read/write/status/billing_profile`、`platform:billing:read/write/payment/dunning/notification`、`platform:audit:read/export/alert/notification`、`platform:question_bank:read/grant/ops` 等权限点；审计导出、平台员工操作、告警响应和通知事件都会对 `details`/payload 中的 token/secret/password/key 等敏感字段递归脱敏；`apps/worker --job platform-audit-alerts` 会把租户状态变更、账务资料变更、批量开票、逾期处理、手工收款确认、审计导出等高风险平台审计动作生成内部告警；`apps/worker --job platform-audit-notifications` 会按 `platform_audit_notification_channels` 把开放告警推送到 generic/钉钉/飞书/企微 webhook，签名密钥放 `app_private.platform_secrets` 且 API 不回显原文；`apps/worker --job platform-dunning-notifications` 会按 `platform_dunning_notification_channels` 把内部催缴记录推送到 generic/钉钉/飞书/企微 webhook，发送成功会推进提醒状态，失败会退避重试，联系方式和请求 payload 会脱敏；创建租户、平台员工变更、状态变更、账务资料维护、订阅批量开票、自动开票、逾期催缴、手工收款确认、审计导出、告警状态更新、通知渠道变更和催缴通知渠道变更会写入审计 |
|
||||
| 数据看板聚合接口 | 可联调 | `GET /api/tenant-admin/dashboard`；支持 `7d/30d/90d`、地区筛选、学生/学习/内容/订单/激活码/反馈卡片、趋势、24h 活跃、题型分布、科目排行、地区统计、套餐销量和运营动态 |
|
||||
@@ -163,7 +163,7 @@
|
||||
| 销售统计/客户列表/团队 | 可联调 | `/api/referral/sales-*`、`team` |
|
||||
| CRM 配置/队列 | 可联调 | `/api/crm/config`、`/api/crm/queue`；CRM 配置支持 `none/direct/round_robin/referrer` 客资跟进分配策略、租户内候选成员校验、轮询游标、分配审计，客资首绑成功后会写入 `assignedToUserId` 并进入队列 payload |
|
||||
| CRM webhook worker | 可联调 | `apps/worker` 已支持 generic webhook、钉钉、飞书、企微群机器人消息体/签名、`lead.created` 客资首绑事件和 `student.crm_push` 学生运营跟进事件、到期任务消费、失败退避重试、最终失败、discarded 和 `crm_webhook_log` |
|
||||
| CRM 增强 | 待补齐 | 富卡片模板、失败告警、死信运营后台、跟进效果统计和更细销售转化看板 |
|
||||
| CRM 增强 | 待补齐 | 富卡片模板、失败告警、死信运营后台和更细销售转化看板 |
|
||||
| 分佣结算基础闭环 | 可联调 | `/api/commission/settings`、`member-rate`、`summary`、`orders`、`settlements`、`settlements/generate`、`settlements/status`、`settlements/export`、`settlements/proofs`；支持订单/激活码归因、批次/成员/默认比例优先级、北京时间账期、结算单生成、审核、打款状态、已打款锁定、CSV/JSON 导出、打款凭证登记/复核、销售/代理本人范围和租户隔离 |
|
||||
| 分佣打款增强 | 待补齐 | 银行/微信/支付宝真实打款 provider、发票管理、批量凭证上传、异常调整单和分佣看板 |
|
||||
|
||||
|
||||
@@ -22,7 +22,7 @@
|
||||
- 平台后台租户运营第一版已补齐：`GET /api/platform-admin/tenants/detail` 返回租户、域名、订阅、账单、用量和账务资料；`PUT /api/platform-admin/tenants/billing-profile` 维护开票/联系/银行掩码资料；`GET /api/platform-admin/audit-logs` 支持按租户、动作、目标、操作者、日期和关键词查询平台审计；`GET /api/platform-admin/audit-logs/export` 支持平台管理员导出 CSV/JSON，返回 base64 内容、sha256、行数和筛选条件，并对 `details` 中的 token/secret/password/key 等敏感字段递归脱敏，同时写入 `platform.audit.exported` 审计；`GET /api/platform-admin/audit-alert-rules`、`GET /api/platform-admin/audit-alerts` 和 `POST /api/platform-admin/audit-alerts/status` 支持平台内部审计告警规则查询、开放告警查询、确认/解决/忽略，API 返回告警 details 时递归脱敏敏感字段；`apps/worker --job platform-audit-alerts` 会把租户状态变更、账务资料变更、批量开票、逾期处理、手工收款确认、审计导出等高风险平台审计动作生成内部告警；`GET/PUT /api/platform-admin/audit-notification-channels` 和 `GET /api/platform-admin/audit-notification-events` 已支持平台审计告警外部通知渠道配置和发送事件查询，`apps/worker --job platform-audit-notifications` 可按渠道把开放告警推送到 generic/钉钉/飞书/企微 webhook，签名密钥进入 `app_private.platform_secrets`，API 只回显 `secretRef` 和 webhook host/path；`GET /api/platform-admin/invoices/subscription-candidates` 和 `POST /api/platform-admin/invoices/from-subscriptions-batch` 支持订阅账单候选预览、dry-run、批量生成、重复开票跳过和平台审计；`apps/worker --job platform-billing` 可自动为即将到期且未开票订阅生成服务费账单；`POST /api/platform-admin/invoices/process-overdue`、`GET /api/platform-admin/invoices/reminders` 和 `apps/worker --job platform-dunning` 可处理已逾期未结清服务费账单，写入内部催缴台账和审计；`GET/PUT /api/platform-admin/dunning-notification-channels`、`GET /api/platform-admin/dunning-notification-events` 和 `apps/worker --job platform-dunning-notifications` 已支持平台催缴外部通知渠道配置、发送事件查询、重试和幂等发送。创建租户、状态变更、账务资料维护、订阅批量开票、自动计费、逾期催缴、手工收款确认、审计导出、审计告警状态更新、审计告警通知渠道变更和催缴通知渠道变更会写入审计日志，API/worker 集成测试已覆盖平台管理员可操作、学生越权拒绝、重复保护、非法输入拒绝、敏感字段脱敏和审计记录存在。
|
||||
- 租户自定义角色模板已落库：`tenant_role_templates` 支持权限、菜单、模块、字段和数据范围配置，成员可通过 `role_template_id` 绑定模板。
|
||||
- 班级与学生范围权限已落库：`tenant_classes`、`tenant_class_members` 支持教师/班主任/助教/学生分组，教师按负责班级查看学生，字段权限可脱敏学生手机号。
|
||||
- 学生运营管理已落库：`tenant_student_notes`、`tenant_student_followups` 支持学生备注、家校/班主任/销售跟进任务、可见性、指派、完成状态和审计；批量学生 upsert、批量分班、禁用/恢复和学生批量 CRM 推送也已接入权限校验、范围校验和集成测试。
|
||||
- 学生运营管理已落库：`tenant_student_notes`、`tenant_student_followups` 支持学生备注、家校/班主任/销售跟进任务、可见性、指派、完成状态和审计；批量学生 upsert、批量分班、禁用/恢复、学生批量 CRM 推送和跟进效果统计已接入权限校验、范围校验和集成测试。`GET /api/tenant-admin/students/followups/report` 支持 7/30/90 天或自定义日期范围、负责人/类型/班级筛选、状态/类型/优先级/负责人/班级聚合、每日趋势、逾期待办和 CRM 队列摘要，并会沿用教师班级范围与字段脱敏规则。
|
||||
- 旧题库常用运营功能已补齐一批：`exam_dates` 支持学生端考试倒计时和租户后台维护；`reports/report_status_events` 支持学生题目反馈、租户后台状态流转和 7/30/90 天只读反馈运营报表；`user_score_events` 支持每日签到积分流水、租户配置化连续签到奖励和反馈奖励幂等；`badges/user_badges` 支持租户后台勋章维护、手动发放、重复发放幂等和学生个人中心展示；`user_notifications` 支持反馈处理、反馈奖励、勋章发放和积分兑换的学生站内通知；Taro 学生个人中心已接积分任务/兑换/积分明细和消息中心第一版，租户营销中心已接反馈运营摘要、积分任务/每日签到奖励/兑换操作台和用户通知查看第一版。
|
||||
- 旧题库排行榜主链路已补齐但租户默认关闭：`GET /api/learning/leaderboard` 只有在 `feature_flags.enableLeaderboard=true` 时可用，支持刷题、积分、背单词、模考四类指标，支持全量/7 天/30 天周期，以及租户/地区/班级范围。
|
||||
- `learning` 已接入商用访问控制：免费用户每日题量、SVIP 范围、SVIP-only 内容、答题 session 快照保护由后端强制执行。
|
||||
@@ -219,6 +219,8 @@ GET /api/tenant-admin/students/notes
|
||||
PUT /api/tenant-admin/students/notes
|
||||
GET /api/tenant-admin/students/followups
|
||||
PUT /api/tenant-admin/students/followups
|
||||
GET /api/tenant-admin/students/followups/report
|
||||
POST /api/tenant-admin/students/crm-push
|
||||
GET /api/tenant-admin/teachers
|
||||
GET /api/tenant-admin/overview
|
||||
PUT /api/tenant-admin/branding
|
||||
|
||||
@@ -106,4 +106,4 @@ pending -> discarded
|
||||
|
||||
- 钉钉/飞书/企微富卡片模板。
|
||||
- 失败告警和死信运营后台。
|
||||
- 跟进效果统计和销售转化看板。
|
||||
- 更细销售转化看板。
|
||||
|
||||
@@ -30,7 +30,7 @@
|
||||
## 当前可进入的前端工作
|
||||
|
||||
- `apps/taro` 已经建立，且学生端第一批 H5 页面已经可构建：登录、首页、地区选择、题库、练习、错题/收藏、练习报告、视频解析、会员收银台、订单详情、背单词、知识手册、分数线、资料、个人中心。
|
||||
- 租户后台第一批 H5 页面已经可构建：工作台、数据看板、学生/班级、题库内容、营销中心、财务运营、租户设置；工作台已接 `/api/tenant-admin/permissions` 做权限驱动模块入口；学生运营页已具备学生创建/更新、状态禁用/恢复、批量导入、批量分班、学生备注和跟进任务第一版；题库内容页已具备公共题库采纳/同步、同步通知、冲突查看、单条/批量采纳平台版本或保留本地版本、导入任务详情、异步轮询、导入问题查看、模板预览/下载、导入后复检详情、JSON/CSV/Excel 选择文件或粘贴内容、后端预览、字段别名覆盖和同步/异步执行导入的第一版操作能力；营销中心已具备 CRM 配置、CRM 队列查看、分佣规则、成员分佣比例、分佣订单、结算单生成/审核/标记打款、优惠券规则/核销报表、积分任务/兑换、积分风控只读摘要和用户通知查看第一版；财务运营页已具备退款申请/审核/供应商提交与查询、官方账单下载任务、对账批次/异常明细、差错工单处理、人工调整凭证提交/复核和异常订单运营台第一版；租户设置页已具备主题模板、草稿预览/发布、角色模板新建、编辑、停用、成员搜索/新建、成员绑定模板、成员状态和额外权限覆盖第一版。
|
||||
- 租户后台第一批 H5 页面已经可构建：工作台、数据看板、学生/班级、题库内容、营销中心、财务运营、租户设置；工作台已接 `/api/tenant-admin/permissions` 做权限驱动模块入口；学生运营页已具备学生创建/更新、状态禁用/恢复、批量导入、批量分班、学生备注、跟进任务、跟进看板和 CRM 批量推送第一版；题库内容页已具备公共题库采纳/同步、同步通知、冲突查看、单条/批量采纳平台版本或保留本地版本、导入任务详情、异步轮询、导入问题查看、模板预览/下载、导入后复检详情、JSON/CSV/Excel 选择文件或粘贴内容、后端预览、字段别名覆盖和同步/异步执行导入的第一版操作能力；营销中心已具备 CRM 配置、CRM 队列查看、分佣规则、成员分佣比例、分佣订单、结算单生成/审核/标记打款、优惠券规则/核销报表、积分任务/兑换、积分风控只读摘要和用户通知查看第一版；财务运营页已具备退款申请/审核/供应商提交与查询、官方账单下载任务、对账批次/异常明细、差错工单处理、人工调整凭证提交/复核和异常订单运营台第一版；租户设置页已具备主题模板、草稿预览/发布、角色模板新建、编辑、停用、成员搜索/新建、成员绑定模板、成员状态和额外权限覆盖第一版。
|
||||
- 平台后台第一批 H5 页面已经可构建：工作台、租户管理、账务中心、公共题库授权、平台员工；启动时应先接 `GET /api/platform-admin/permissions` 获取 `effective` 权限用于菜单和按钮可见性；租户管理页已接租户详情、账务资料编辑和最近平台审计，平台员工页已接员工列表、搜索、创建/编辑、权限点勾选、禁用和恢复，工作台已展示最近平台审计摘要、支持导出最近平台审计 CSV，并可查看开放审计告警、确认或解决告警，也能查看审计告警外部通知渠道、催缴外部通知渠道和最近发送事件摘要；账务中心已接订阅账单候选预览、dry-run、批量生成、自动计费生成结果查看、逾期预览、内部催缴生成和催缴记录查看。
|
||||
- 可以继续复刻旧题库学生端主要视觉和交互：勋章展示、小程序端分享/支付体验、背单词更细统计和更完整复盘体验。地区选择、刷题答题卡、后端权威断点续练、本地进度恢复、模拟倒计时、主观题后端自评、阅读理解/案例分析多小题、题干/选项/解析 RichContent 安全渲染、视频解析、题目反馈、模考/练习报告逐题复盘、错题复习、收藏复习、背单词卡片学习/发音/收藏练习、商城收银台、订单详情和售后入口已经有第一版页面。
|
||||
- 可以按新后端主模型接入内容导航：
|
||||
@@ -48,6 +48,7 @@
|
||||
- 租户后台可以接入角色模板和成员 API：`/api/tenant-admin/role-templates`、`/api/tenant-admin/members`，用于运营、教师、销售、代理等自定义菜单/模块/字段可见性和成员模板绑定。
|
||||
- 租户后台可以接入勋章管理、手动发放、积分任务、每日签到奖励、积分兑换、积分风控只读报表和反馈运营报表：`GET/PUT /api/tenant-admin/badges`、`GET/POST /api/tenant-admin/badge-grants`、`GET/PUT /api/tenant-admin/point-activity-tasks`、`GET /api/tenant-admin/point-activity-claims`、`GET/PUT /api/tenant-admin/point-exchange-items`、`GET /api/tenant-admin/point-exchange-orders`、`GET /api/tenant-admin/points-risk-report`、`GET /api/tenant-admin/feedbacks/report`；学生端用 `GET /api/profile/badges` 展示成就，通过 `POST /api/profile/check-in` 自动领取 `daily_check_in` 任务奖励，并通过 `GET /api/profile/activity-tasks`、`POST /api/profile/activity-tasks/claim`、`GET /api/profile/exchange-items`、`POST /api/profile/exchange-items/redeem` 接其它积分活动和兑换。
|
||||
- 学生消息中心可以接 `GET /api/profile/notifications`、`POST /api/profile/notifications/status`；租户后台可用 `GET /api/tenant-admin/user-notifications` 做用户通知查看。通知只做展示、跳转和已读/归档状态，业务权限和权益仍以后端源接口为准。
|
||||
- 学生头像是产品级约束：学生端只展示男女预设头像，前端不要做头像上传、裁剪、对象存储签名或微信/QQ 头像同步；排行榜也是可选活动能力，默认不请求、不展示，日常学习激励以后台配置勋章自动发放为主。
|
||||
|
||||
## 不能误认为已商用完成的部分
|
||||
|
||||
@@ -94,13 +95,13 @@
|
||||
| --- | --- | --- |
|
||||
| 工作台 | `apps/taro/src/pages/tenant-admin/workbench/index.tsx` | `tenant-admin/overview`、`tenant-admin/dashboard`、`tenant-admin/permissions` |
|
||||
| 数据看板 | `apps/taro/src/pages/tenant-admin/dashboard/index.tsx` | `tenant-admin/dashboard` |
|
||||
| 学生运营 | `apps/taro/src/pages/tenant-admin/students/index.tsx` | `tenant-admin/classes`、`tenant-admin/teachers`、`tenant-admin/students`、`students/bulk-upsert`、`students/status`、`classes/members/bulk-assign`、`students/notes`、`students/followups`、`students/crm-push` |
|
||||
| 学生运营 | `apps/taro/src/pages/tenant-admin/students/index.tsx` | `tenant-admin/classes`、`tenant-admin/teachers`、`tenant-admin/students`、`students/bulk-upsert`、`students/status`、`classes/members/bulk-assign`、`students/notes`、`students/followups`、`students/followups/report`、`students/crm-push` |
|
||||
| 题库内容 | `apps/taro/src/pages/tenant-admin/content/index.tsx` | `tenant-content/content-entries`、`tenant-content/imports`、`imports/detail`、`imports/issues`、`imports/field-mapping`、`imports/templates`、`imports/post-check`、`tenant-content/exports/questions`、`tenant-content/exports/jobs`、`tenant-content/assets/sign-download`、`tenant-content/assets/sign-preview`、`tenant-content/assets/security-scan-events`、`tenant-content/public-question-banks`、`public-question-banks/adopt`、`public-question-banks/sync`、`public-question-banks/conflicts`、`public-question-banks/conflicts/resolve`、`public-question-banks/conflicts/resolve-batch`、`tenant-content/notifications`、`tenant-content/notifications/status` |
|
||||
| 营销中心 | `apps/taro/src/pages/tenant-admin/marketing/index.tsx` | `tenant-admin/coupons`、`code-batches`、`activation-codes`、`crm/config`、`crm/queue`、`commission/settings`、`member-rate`、`summary`、`orders`、`settlements`、`settlements/generate`、`settlements/status`、`tenant-admin/feedbacks/report`、`tenant-admin/point-activity-tasks`、`tenant-admin/point-activity-claims`、`tenant-admin/point-exchange-items`、`tenant-admin/point-exchange-orders`、`tenant-admin/points-risk-report`、`tenant-admin/user-notifications`；已接 CRM、分佣、优惠券规则/核销报表、反馈运营摘要、积分任务/兑换配置与记录查看、积分风控摘要、用户通知查看第一版 |
|
||||
| 财务运营 | `apps/taro/src/pages/tenant-admin/finance/index.tsx` | `commerce/refunds`、`commerce/refunds/status`、`commerce/operations/anomalies`、`commerce/reconciliation/batches`、`commerce/reconciliation/items`、`commerce/reconciliation/issues/create`、`commerce/reconciliation/issues`、`commerce/reconciliation/issues/status`、`commerce/reconciliation/provider-bills/request`、`commerce/reconciliation/provider-bills/jobs`、`commerce/adjustment-vouchers`、`commerce/adjustment-vouchers/status`、`commerce/adjustment-vouchers/report` |
|
||||
| 租户设置 | `apps/taro/src/pages/tenant-admin/settings/index.tsx` | `tenant-admin/overview`、`domains`、`payment-accounts`、`auth-providers`、`theme-templates`、`theme`、`theme/preview`、`theme/publish`、`permissions`、`GET/PUT role-templates`、`POST role-templates/disable`、`GET/PUT members`、`POST members/disable` |
|
||||
|
||||
当前租户后台已有第一批运营操作：工作台按权限矩阵隐藏不可见模块；学生运营页支持学生创建/更新、状态禁用/恢复、批量导入、批量分班、学生备注、跟进任务、完成跟进和 CRM 入队推送；题库内容页支持公共题库采纳/同步、同步通知查看与已读/忽略、同步冲突查看、单条/批量采纳平台版本或保留本地版本、导入任务详情、异步 job 轮询、导入问题查看、字段映射/模板预览/下载、JSON/CSV/Excel 导入预览和执行、字段别名覆盖和导入后复检详情，也可接 JSON/试卷 payload 同步导出与 PDF/Word 异步导出 job 轮询，完成后用 `assetId` 走后台资源签名下载/预览；营销中心支持 CRM 配置保存、队列按状态查看、分佣规则、成员分佣比例、分佣订单明细、结算单生成、审核通过/驳回、标记线下打款、优惠券规则/核销报表、反馈运营摘要、积分任务/兑换配置、领取/兑换记录查看、积分风控只读摘要和用户通知查看第一版；财务运营页支持退款状态流、官方账单任务、对账异常、差错工单和调整凭证，且只通过后端命令层写审计与状态；租户设置页支持主题模板选择、草稿预览、发布、角色模板创建、编辑、停用、权限点、菜单、模块、字段、基础数据范围配置、成员搜索/新建、成员绑定模板、成员状态和额外权限覆盖。下一批需要继续补更精细的学生导入模板体验、更细数据范围 UI、主题素材库、真实打款 provider、发票、真实生产账单抽样验收和小程序端兼容。
|
||||
当前租户后台已有第一批运营操作：工作台按权限矩阵隐藏不可见模块；学生运营页支持学生创建/更新、状态禁用/恢复、批量导入、批量分班、学生备注、跟进任务、完成跟进、跟进看板和 CRM 入队推送；题库内容页支持公共题库采纳/同步、同步通知查看与已读/忽略、同步冲突查看、单条/批量采纳平台版本或保留本地版本、导入任务详情、异步 job 轮询、导入问题查看、字段映射/模板预览/下载、JSON/CSV/Excel 导入预览和执行、字段别名覆盖和导入后复检详情，也可接 JSON/试卷 payload 同步导出与 PDF/Word 异步导出 job 轮询，完成后用 `assetId` 走后台资源签名下载/预览；营销中心支持 CRM 配置保存、队列按状态查看、分佣规则、成员分佣比例、分佣订单明细、结算单生成、审核通过/驳回、标记线下打款、优惠券规则/核销报表、反馈运营摘要、积分任务/兑换配置、领取/兑换记录查看、积分风控只读摘要和用户通知查看第一版；财务运营页支持退款状态流、官方账单任务、对账异常、差错工单和调整凭证，且只通过后端命令层写审计与状态；租户设置页支持主题模板选择、草稿预览、发布、角色模板创建、编辑、停用、权限点、菜单、模块、字段、基础数据范围配置、成员搜索/新建、成员绑定模板、成员状态和额外权限覆盖。下一批需要继续补更精细的学生导入模板体验、更细数据范围 UI、主题素材库、真实打款 provider、发票、真实生产账单抽样验收和小程序端兼容。
|
||||
|
||||
## 已落地的 Taro 平台后台页面
|
||||
|
||||
|
||||
@@ -42,7 +42,7 @@
|
||||
|
||||
| 旧功能/组件 | 新后端状态 | 待补齐 |
|
||||
| --- | --- | --- |
|
||||
| 用户管理 | 已覆盖 | 租户成员、学生列表、学生资料、批量学生 upsert、禁用/恢复、批量分班、学生备注、跟进任务和批量 CRM 推送已实现；补绑、学习督导自动化和跟进效果统计待补 |
|
||||
| 用户管理 | 已覆盖 | 租户成员、学生列表、学生资料、批量学生 upsert、禁用/恢复、批量分班、学生备注、跟进任务、跟进效果统计和批量 CRM 推送已实现；后续补学习督导自动化、更细导入模板体验和更细数据范围 UI |
|
||||
| 销售/代理管理 | 部分覆盖 | referral/team/stats 已有；分佣设置、订单/激活码归因、结算单生成、审核、打款状态、CSV/JSON 导出、打款凭证登记/复核和本人/全局权限范围已覆盖；还缺真实打款 provider、发票、批量凭证上传和分佣看板 |
|
||||
| 班级/教师管理 | 已覆盖 | 班级、班级成员、教师/班主任/助教/学生范围权限已有；可视化 UI 和更细数据范围组合待补 |
|
||||
| 数据看板 | 部分覆盖 | 租户 dashboard 聚合 API 已覆盖收益、注册、答题、活跃、题型、科目、题量、套餐销量、运营动态、24h 活跃和激活码使用；后续补预聚合 worker、销售转化和分佣结算看板 |
|
||||
@@ -66,7 +66,7 @@
|
||||
| 分数线维护 | 已覆盖 | 字段/院校/专业/记录 CRUD 和 JSON 批量导入已有 |
|
||||
| 视频维护/绑定 | 已覆盖 | video CRUD、question-video 绑定和视频 JSON 批量导入已有 |
|
||||
| 用户站内通知 | 部分覆盖 | 反馈处理、反馈奖励、勋章发放和积分兑换会写入 `user_notifications`，学生可查/标记状态，租户后台可按权限查看租户内通知；Taro 学生个人中心已接消息筛选/已读/归档第一版，租户营销中心已接用户通知查看第一版 | 独立消息中心增强、外部微信订阅消息/短信和批量统计待补 |
|
||||
| CRM 配置和队列 | 部分覆盖 | 配置/队列、`none/direct/round_robin/referrer` 跟进分配策略、学生批量 CRM 推送、钉钉/飞书/企微 worker、签名和重试已有；富卡片模板、失败告警、死信运营台和跟进效果统计待补 |
|
||||
| CRM 配置和队列 | 部分覆盖 | 配置/队列、`none/direct/round_robin/referrer` 跟进分配策略、学生批量 CRM 推送、跟进效果统计、钉钉/飞书/企微 worker、签名和重试已有；富卡片模板、失败告警、死信运营台和更细销售转化看板待补 |
|
||||
| 对象存储配置 | 部分覆盖 | 系统 env provider、上传签名、上传确认、预览下载签名、资源访问审计、水印 traceId、内置安全扫描和外部 HTTP scanner 接入层已有；租户级存储策略、CDN/转码级水印/真实 AV 服务联调待补 |
|
||||
|
||||
## 平台 SaaS 后台功能
|
||||
@@ -102,7 +102,7 @@
|
||||
4. 题库导出：服务端 JSON/试卷 payload、PDF/Word 二进制生成、水印、资料发布路径、权限审计、答案脱敏、每日一练基础导出和图片 ZIP 素材包已补；仍缺更精细试卷模板和后台导出操作台体验。
|
||||
5. 导入扩展：题目/单词/知识手册/分数线/视频已支持 JSON、CSV 和 Excel 预览导入，并可用 `executionMode=async` 进入 imports worker；导入后复检、导入任务详情、模板下载按钮、字段映射 API、Taro 字段别名编辑、异步轮询和 PocketBase JSON dry-run 报告已补，仍缺真实数据执行验收。
|
||||
6. 公共题库商业化：平台公共/地区题库授权、租户快照采纳、手动同步、自动同步 worker、同步通知、冲突查询、租户自改冲突保护和单条/批量冲突处理已完成基础闭环；还需生产定时调度、失败告警和更完整运营后台消息。
|
||||
7. CRM/销售结算：CRM worker、跟进分配策略、分佣规则、结算单、审核、打款状态、导出和凭证复核基础闭环已完成；仍缺富卡片模板、失败告警、死信运营台、真实打款 provider、发票和销售结算看板。
|
||||
7. CRM/销售结算：CRM worker、跟进分配策略、学生批量 CRM 推送、跟进效果统计、分佣规则、结算单、审核、打款状态、导出和凭证复核基础闭环已完成；仍缺富卡片模板、失败告警、死信运营台、真实打款 provider、发票和销售结算看板。
|
||||
8. AI 择校推荐增强：后端 `local_rules` 地基、SVIP 门禁、报告列表/详情和 Taro 基础页已完成；仍缺真实 AI provider、prompt 编排、PDF 报告和后台运营配置。
|
||||
9. 题目反馈增强：站内通知后端第一版已完成；仍缺前端消息中心、外部订阅消息/短信提醒、问题聚合统计和内容修复闭环。
|
||||
10. 积分活动增强：积分兑换、活动任务、优惠券兑换履约、后台配置和积分风控只读报表第一阶段已完成；仍缺活动效果看板和更细系统任务触发。
|
||||
|
||||
@@ -20,7 +20,7 @@
|
||||
- 内容导入：题目、单词、知识手册、分数线、视频 JSON/CSV/Excel 预览、校验、导入、幂等、审计。
|
||||
- 内容导出：题库 JSON、`paper_json`、打印 payload 导出基础已完成，支持集合/入口/分类范围、导出 job、审计、跨租户拒绝、答案/解析开关和复合题子题脱敏。
|
||||
- 租户组织范围：班级、班级成员、教师/班主任/助教/学生分组，教师按负责班级查看学生，字段权限可脱敏学生手机号。
|
||||
- 学生运营管理：学生批量 upsert、禁用/恢复、批量分班、备注、跟进任务、批量 CRM 推送已完成接口和集成测试；学生写入口已拒绝头像 URL、第三方头像字段和 `primaryRole`，学生头像统一走男女预设；Taro 租户学生运营页已接学生创建/更新、状态切换、批量导入、批量分班、备注、跟进任务和 CRM 推送第一版；后续补自动学习督导、跟进效果统计和更细导入模板体验。
|
||||
- 学生运营管理：学生批量 upsert、禁用/恢复、批量分班、备注、跟进任务、跟进效果统计、批量 CRM 推送已完成接口和集成测试；学生写入口已拒绝头像 URL、第三方头像字段和 `primaryRole`，学生头像统一走男女预设；Taro 租户学生运营页已接学生创建/更新、状态切换、批量导入、批量分班、备注、跟进任务、跟进看板和 CRM 推送第一版；后续补自动学习督导和更细导入模板体验。
|
||||
- 旧题库运营缺口已补一批：考试日期/倒计时、题目反馈/纠错处理、反馈运营聚合报表、每日签到积分和积分流水、学习排行榜已完成接口和集成测试但租户默认关闭。
|
||||
- 勋章管理已完成租户后台维护、手动发放、重复发放幂等、学生个人中心展示、权限点和集成测试；签到连续天数、积分阈值、反馈解决、积分活动任务、练习次数、单词掌握和模考成绩自动发放已完成并纳入 API 集成测试；自动/手动发放会写入用户站内通知。学生激励以后台配置勋章自动发放为主，不默认启用排行榜竞争。后续补更细活动效果看板和更细前端运营配置体验。
|
||||
- 积分活动和兑换第一阶段已完成：租户后台可配置积分任务/兑换商品并查看领取/兑换记录，学生端可查询任务、领取奖励、查看兑换商品、兑换并生成 `redeem_cost` 积分流水；优惠券兑换会生成 `coupon_redemptions`，手工/自定义商品进入待履约订单；兑换完成或待履约会写入用户站内通知；Taro 学生个人中心已接积分任务、兑换商品和积分明细第一版，租户营销中心已接积分任务/兑换操作台、反馈运营摘要和积分风控只读摘要第一版。后续补更细活动效果看板。
|
||||
@@ -159,9 +159,9 @@
|
||||
- 继续补真实打款 provider、发票管理、批量凭证上传、销售团队分佣看板和异常调整单。
|
||||
|
||||
12. 学生运营管理
|
||||
- 已完成学生列表、学生资料维护、班级分组、教师范围可见、学生批量导入、禁用/恢复、批量分班、学生备注、跟进任务和批量 CRM 推送；学生写入口拒绝头像 URL、第三方头像字段和 `primaryRole`，避免绕过预设头像与租户角色体系。
|
||||
- 已完成 Taro 学生运营页第一版：学生创建/更新、状态禁用/恢复、批量导入、批量分班、备注、跟进任务、完成跟进和 CRM 入队推送。
|
||||
- 继续补学习督导自动化、跟进效果统计和更细导入模板体验。
|
||||
- 已完成学生列表、学生资料维护、班级分组、教师范围可见、学生批量导入、禁用/恢复、批量分班、学生备注、跟进任务、跟进效果统计和批量 CRM 推送；学生写入口拒绝头像 URL、第三方头像字段和 `primaryRole`，避免绕过预设头像与租户角色体系。
|
||||
- 已完成 Taro 学生运营页第一版：学生创建/更新、状态禁用/恢复、批量导入、批量分班、备注、跟进任务、完成跟进、跟进看板和 CRM 入队推送。
|
||||
- 继续补学习督导自动化和更细导入模板体验。
|
||||
|
||||
13. AI 择校推荐
|
||||
- 已完成 `ai_recommendation_reports` 报告台账、SVIP 门禁、学生输入 schema、地区/分数线上下文、`local_rules` 稳定 JSON 输出、报告列表/详情接口和 Taro 学生端基础页。
|
||||
@@ -185,7 +185,7 @@
|
||||
3. CRM worker
|
||||
- 已完成 `apps/worker` CRM 队列消费、generic webhook、钉钉、飞书、企业微信机器人 adapter、签名、失败重试和日志。
|
||||
- 已完成 CRM 配置中的跟进分配策略：`none/direct/round_robin/referrer`，后端校验候选人必须是当前租户内 active 的销售/代理/运营/教师/管理员，首绑客资后写入 `assignedToUserId` 并把 assignee 放进 CRM 队列 payload。
|
||||
- 继续补富卡片模板、失败告警、死信运营后台和批量 CRM 推送。
|
||||
- 继续补富卡片模板、失败告警、死信运营后台和更细销售转化看板。
|
||||
|
||||
4. 运维
|
||||
- 后台操作审计报表。
|
||||
@@ -241,7 +241,7 @@
|
||||
- 会员权益、订单、激活码兑换
|
||||
- 错题本、收藏夹、学习统计、勋章、站内通知，排行榜仅在租户开启后展示
|
||||
- 男女预设头像契约已接，页面 UI 待接入；不做用户头像上传，也不要把微信/QQ 返回头像写入学生资料
|
||||
- Taro 已接学习报告、14 天趋势、题型表现、最近练习和 7 日答题榜当前排名第一版
|
||||
- Taro 已接学习报告、14 天趋势、题型表现和最近练习第一版；排行榜仅在租户显式开启 `enableLeaderboard` 并完成压测后进入独立排行榜页或活动页，个人中心默认不请求
|
||||
- 会员收银台、优惠券领取、下单、支付参数、订单详情、状态轮询和售后入口已接第一版
|
||||
|
||||
### 前端接入原则
|
||||
|
||||
@@ -275,6 +275,7 @@ tenant:<tenantId>:theme
|
||||
| 租户学生 | `GET/PUT /api/tenant-admin/students`、`POST /api/tenant-admin/students/bulk-upsert`、`POST /api/tenant-admin/students/status` |
|
||||
| 学生备注 | `GET/PUT /api/tenant-admin/students/notes` |
|
||||
| 学生跟进任务 | `GET/PUT /api/tenant-admin/students/followups` |
|
||||
| 学生跟进看板 | `GET /api/tenant-admin/students/followups/report?timeRange=30d&classId=...` |
|
||||
| 租户教师 | `GET /api/tenant-admin/teachers` |
|
||||
| 租户考试日期 | `GET/PUT /api/tenant-admin/exam-dates` |
|
||||
| 租户反馈处理 | `GET /api/tenant-admin/feedbacks`、`GET /api/tenant-admin/feedbacks/report`、`POST /api/tenant-admin/feedbacks/status`、`GET /api/tenant-admin/feedbacks/events` |
|
||||
@@ -1478,6 +1479,7 @@ content_entries
|
||||
- 学生手机号、订单金额、客资归属等敏感字段按 `fieldPermissions` 控制显示；字段被后端返回为 `null` 时前端展示脱敏占位，不要从其它接口补取。
|
||||
- 学生批量导入和批量分班接口会返回 `total/successCount/errorCount/results`，前端必须展示逐行错误，不要在浏览器端静默丢弃失败行。学生导入模板不要提供头像 URL 或 `primaryRole` 字段；后端会拒绝这类字段，学生头像统一由个人中心 `avatarPreset` 控制。
|
||||
- 学生批量 CRM 推送统一调用 `POST /api/tenant-admin/students/crm-push`，请求包含 `studentUserIds/title/message/followupType/priority/assignedToUserId/classId/dueAt/idempotencyKey`。前端不要直接写 `crm_webhook_queue`，也不要持有 webhook 密钥；后端会校验 `crm:write`、学生范围、班级范围、指派人租户成员和幂等键，并返回逐行 `queueId/followupId/errors`。
|
||||
- 学生跟进看板统一调用 `GET /api/tenant-admin/students/followups/report`，不要由前端直接读取 `tenant_student_followups` 或 `crm_webhook_queue` 后自行聚合。该接口支持 `timeRange=7d|30d|90d` 或 `startDate/endDate`、`assignedToUserId`、`followupType`、`classId` 和 `limit`，返回 `summary/crmQueue/byStatus/byType/byPriority/byAssignee/byClass/dailyTrend/overdueItems`；后端会沿用当前账号的租户权限、教师班级范围和手机号脱敏规则。
|
||||
- 教师可以为范围内学生创建备注和跟进任务，但是否能禁用学生、批量导入、查看手机号由后端权限和字段权限决定；前端只按返回值渲染。
|
||||
- H5 自定义域名下要注意缓存隔离，不能把 A 租户主题缓存用到 B 租户。
|
||||
|
||||
@@ -3049,7 +3051,7 @@ GET /api/platform-admin/dunning-notification-events?invoiceId=<invoiceId>&limit=
|
||||
下一批前端开发重点：
|
||||
|
||||
- 学生端：地区选择、题目视频播放、题目反馈、错题/收藏专题页、模考交卷报告、收银台、订单详情、售后入口、题干/解析/知识手册 RichContent 安全渲染、逐题复盘、背单词卡片学习/发音/收藏练习、资料短签名水印预览/下载确认、个人中心消息中心、积分任务、积分兑换和积分明细第一版已接；下一批继续补独立消息中心增强、真正 KaTeX/小程序公式方案、私有题图签名资源映射、背单词更细统计、小程序支付容器和分享场景。
|
||||
- 租户后台：工作台已接权限驱动模块入口；学生运营页已接学生创建/更新、禁用/恢复、批量导入、批量分班、学生备注、跟进任务和完成跟进第一版；题库内容页已接公共题库采纳/同步、冲突查看、单条/批量采纳平台或保留本地、导入问题、模板预览/下载、异步任务轮询和导入后复检第一版；营销中心已接 CRM 配置保存、CRM 队列按状态查看、分佣默认规则、成员分佣比例、分佣订单明细、结算单生成、审核通过/驳回、标记线下打款、优惠券规则表单、筛选、核销明细、核销报表、积分任务/兑换操作台和用户通知查看第一版；财务运营页已接退款申请/审核/供应商提交与查询、官方账单任务、对账批次/异常明细、差错工单处理、人工调整凭证提交/复核和异常订单运营台第一版；租户设置页已接主题模板、草稿预览、发布、角色模板创建、编辑、停用、权限点、菜单、模块、字段、基础数据范围、成员搜索/新建、成员绑定模板、成员状态和额外权限覆盖第一版；下一批继续补更精细的学生导入模板体验、真实生产账单抽样验收、真实打款 provider、发票、更细数据范围 UI 和主题素材库。
|
||||
- 租户后台：工作台已接权限驱动模块入口；学生运营页已接学生创建/更新、禁用/恢复、批量导入、批量分班、学生备注、跟进任务、完成跟进、跟进看板和 CRM 批量推送第一版；题库内容页已接公共题库采纳/同步、冲突查看、单条/批量采纳平台或保留本地、导入问题、模板预览/下载、异步任务轮询和导入后复检第一版；营销中心已接 CRM 配置保存、CRM 队列按状态查看、分佣默认规则、成员分佣比例、分佣订单明细、结算单生成、审核通过/驳回、标记线下打款、优惠券规则表单、筛选、核销明细、核销报表、积分任务/兑换操作台和用户通知查看第一版；财务运营页已接退款申请/审核/供应商提交与查询、官方账单任务、对账批次/异常明细、差错工单处理、人工调整凭证提交/复核和异常订单运营台第一版；租户设置页已接主题模板、草稿预览、发布、角色模板创建、编辑、停用、权限点、菜单、模块、字段、基础数据范围、成员搜索/新建、成员绑定模板、成员状态和额外权限覆盖第一版；下一批继续补更精细的学生导入模板体验、真实生产账单抽样验收、真实打款 provider、发票、更细数据范围 UI 和主题素材库。
|
||||
- 平台后台：租户创建、租户详情、状态变更、账务资料维护、最近平台审计查询/CSV 导出、开放审计告警展示/确认/解决、审计告警外部通知渠道/事件状态摘要、催缴外部通知渠道/事件状态摘要、订阅开通、账单生成、订阅账单候选预览、dry-run、批量生成、自动计费生成结果查看、人工收款确认、逾期预览、内部催缴生成、催缴记录查看、用量录入、公共题库授权编辑已接第一版；后端会跳过已开票订阅并记录 `platform.invoice.subscription_batch_created` 审计，`platform-billing` worker 会自动生成即将到期订阅账单并记录 `platform.invoice.subscription_auto_created` 审计，`platform-dunning` worker 会标记已过期未结清服务费账单、生成 `tenant_invoice_reminders` 并记录 `platform.invoice.overdue_processed` 审计，`platform-dunning-notifications` worker 会把内部催缴记录按渠道发送外部通知，`platform-audit-alerts` worker 会把高风险平台审计动作转换为内部告警，`platform-audit-notifications` worker 会把开放告警按渠道发送外部通知；前端只展示候选、预览结果、跳过结果、逾期处理结果、开放告警、通知事件和生成后的账单/审计，不要直接更新账单状态、租户 `billing_status`、告警表或通知事件表；继续补租户基础资料编辑增强、平台审计告警升级策略、平台催缴通知配置操作台细节和平台在线收款。
|
||||
- 小程序：验证 `Taro.login`、微信支付、分享 scene/referral、Supabase client 兼容性；如不稳定，保留 `apps/api/auth/*` 作为小程序登录适配层。
|
||||
|
||||
@@ -3143,7 +3145,7 @@ GET /api/ai/school-recommendations/detail?reportId=<reportId>
|
||||
- 品牌/主题/域名/公开设置
|
||||
- 支付账户/登录 provider/密钥引用
|
||||
- 用户与成员权限
|
||||
- 班级/教师/学生：`/api/tenant-admin/classes`、`classes/members`、`students`、`teachers`、`students/notes`、`students/followups`
|
||||
- 班级/教师/学生：`/api/tenant-admin/classes`、`classes/members`、`students`、`teachers`、`students/notes`、`students/followups`、`students/followups/report`、`students/crm-push`
|
||||
- 角色模板与成员：`GET/PUT /api/tenant-admin/role-templates`、`POST /api/tenant-admin/role-templates/disable`、`GET/PUT /api/tenant-admin/members`、`POST /api/tenant-admin/members/disable`；当前 Taro 租户设置页已提供第一版创建、编辑、停用、权限点、菜单、模块、字段、基础数据范围、成员绑定模板和成员状态配置。
|
||||
- 主题模板：`GET /api/tenant-admin/theme-templates`、`GET /api/tenant-admin/theme`、`POST /api/tenant-admin/theme/preview`、`POST /api/tenant-admin/theme/publish`；当前 Taro 租户设置页已提供第一版模板选择、主色/强调色、Logo/分享图、安全草稿预览和发布。
|
||||
- 内容入口/分类树/题目集合/练习蓝图
|
||||
|
||||
@@ -9341,6 +9341,21 @@ async function testTenantStudentOperations() {
|
||||
assert.equal(completedFollowup.item?.status, 'done', 'teacher should complete scoped follow-up');
|
||||
assert.equal(completedFollowup.item?.completedBy, TENANT_TEACHER_USER_ID, 'completed follow-up should record completer');
|
||||
|
||||
const teacherFollowupReport = await request('/api/tenant-admin/students/followups/report', {
|
||||
userId: TENANT_TEACHER_USER_ID,
|
||||
query: { timeRange: '30d', limit: 10 },
|
||||
});
|
||||
assert.equal(teacherFollowupReport.item?.filters?.scoped, true, 'teacher follow-up report should be class scoped');
|
||||
assert.equal(teacherFollowupReport.item?.summary?.total >= 1, true, 'teacher follow-up report should include scoped follow-up');
|
||||
assert.ok(
|
||||
teacherFollowupReport.item?.byAssignee?.some(item => item.assignedToUserId === TENANT_TEACHER_USER_ID),
|
||||
'teacher follow-up report should include scoped assignee summary',
|
||||
);
|
||||
assert.ok(
|
||||
!teacherFollowupReport.item?.overdueItems?.some(item => item.studentUserId === SECOND_STUDENT_USER_ID),
|
||||
'teacher follow-up report must not expose unscoped students',
|
||||
);
|
||||
|
||||
const teacherOtherFollowupDenied = await request('/api/tenant-admin/students/followups', {
|
||||
userId: TENANT_TEACHER_USER_ID,
|
||||
method: 'PUT',
|
||||
@@ -9354,6 +9369,20 @@ async function testTenantStudentOperations() {
|
||||
});
|
||||
assert.equal(teacherOtherFollowupDenied.code, 'STUDENT_SCOPE_REQUIRED', 'teacher should not create follow-up for unscoped student');
|
||||
|
||||
const invalidFollowupReportRange = await request('/api/tenant-admin/students/followups/report', {
|
||||
userId: TENANT_ADMIN_USER_ID,
|
||||
query: { timeRange: '365d' },
|
||||
expectStatus: 400,
|
||||
});
|
||||
assert.equal(invalidFollowupReportRange.code, 'INVALID_FOLLOWUP_REPORT_RANGE', 'follow-up report should validate time range');
|
||||
|
||||
const invalidFollowupReportDate = await request('/api/tenant-admin/students/followups/report', {
|
||||
userId: TENANT_ADMIN_USER_ID,
|
||||
query: { startDate: '2026-02-31', endDate: '2026-03-01' },
|
||||
expectStatus: 400,
|
||||
});
|
||||
assert.equal(invalidFollowupReportDate.code, 'INVALID_DATE_RANGE', 'follow-up report should reject impossible calendar dates');
|
||||
|
||||
const studentStatusDenied = await request('/api/tenant-admin/students/status', {
|
||||
userId: TENANT_TEACHER_USER_ID,
|
||||
method: 'POST',
|
||||
@@ -9525,6 +9554,35 @@ async function testReferralAndCrmGrowth() {
|
||||
'student CRM class scoped push should reject students outside the selected class',
|
||||
);
|
||||
|
||||
const followupReport = await request('/api/tenant-admin/students/followups/report', {
|
||||
userId: TENANT_ADMIN_USER_ID,
|
||||
query: { timeRange: '30d', limit: 10 },
|
||||
});
|
||||
assert.equal(followupReport.item?.summary?.crmPushTasks >= 2, true, 'follow-up report should count CRM push tasks');
|
||||
assert.equal(followupReport.item?.crmQueue?.total >= 2, true, 'follow-up report should include student CRM queue totals');
|
||||
assert.ok(
|
||||
followupReport.item?.byAssignee?.some(item => item.assignedToUserId === TENANT_SALES_USER_ID && Number(item.crmPushTasks || 0) >= 2),
|
||||
'follow-up report should group CRM push tasks by assignee',
|
||||
);
|
||||
assert.ok(
|
||||
followupReport.item?.dailyTrend?.some(item => Number(item.crmPushCreated || 0) >= 1),
|
||||
'follow-up report should include CRM push daily trend',
|
||||
);
|
||||
|
||||
const classFollowupReport = await request('/api/tenant-admin/students/followups/report', {
|
||||
userId: TENANT_ADMIN_USER_ID,
|
||||
query: { timeRange: '30d', classId: ids.tenantClass, limit: 10 },
|
||||
});
|
||||
assert.equal(
|
||||
classFollowupReport.item?.summary?.crmPushTasks >= 1,
|
||||
true,
|
||||
'class-scoped follow-up report should include in-class CRM push tasks',
|
||||
);
|
||||
assert.ok(
|
||||
!classFollowupReport.item?.overdueItems?.some(item => item.studentUserId === SECOND_STUDENT_USER_ID),
|
||||
'class-scoped follow-up report should not expose another class student overdue items',
|
||||
);
|
||||
|
||||
const operatorCrmPushDenied = await request('/api/tenant-admin/students/crm-push', {
|
||||
userId: TENANT_OPERATOR_USER_ID,
|
||||
method: 'POST',
|
||||
|
||||
Reference in New Issue
Block a user