支持客户、对话记录与统计报告 CSV 导出

- 新增 /customers/export、/sessions/export、/statistics/export
- 沿用列表筛选与角色可见范围,UTF-8 BOM 便于 Excel 打开
- 前端三处导出按钮接入真实下载
This commit is contained in:
yml2213
2026-07-15 15:10:46 +08:00
parent 216ab2c85a
commit c43f420875
8 changed files with 571 additions and 11 deletions
+375
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@@ -0,0 +1,375 @@
package handler
import (
"fmt"
"net/http"
"strconv"
"strings"
"time"
"github.com/gin-gonic/gin"
"kefu-sys/server/internal/middleware"
"kefu-sys/server/internal/model"
)
// Export 导出客户列表 CSV(沿用列表筛选与坐席可见范围)。
// GET /api/customers/export
func (h *CustomerHandler) Export(c *gin.Context) {
tenantID := middleware.GetTenantID(c)
search := c.Query("search")
status := c.Query("status")
source := c.Query("source")
query := model.DB.Where("tenant_id = ?", tenantID)
if middleware.GetRole(c) == "agent" {
assignedCustomers := model.DB.Model(&model.Session{}).
Select("customer_id").
Where("tenant_id = ? AND agent_id = ?", tenantID, middleware.GetUserID(c))
query = query.Where("id IN (?)", assignedCustomers)
}
if search != "" {
query = query.Where("name LIKE ? OR phone LIKE ? OR email LIKE ?", "%"+search+"%", "%"+search+"%", "%"+search+"%")
}
if status != "" {
query = query.Where("status = ?", status)
}
if source != "" {
query = query.Where("source = ?", source)
}
var customers []model.Customer
if err := query.Order("updated_at desc").Limit(exportMaxRows).Find(&customers).Error; err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"code": 500, "message": "导出客户失败"})
return
}
header := []string{"ID", "姓名", "手机", "邮箱", "来源", "状态", "标签", "对话次数", "最近联系", "创建时间"}
rows := make([][]string, 0, len(customers))
for _, cu := range customers {
rows = append(rows, []string{
strconv.FormatUint(uint64(cu.ID), 10),
cu.Name,
cu.Phone,
cu.Email,
cu.Source,
cu.Status,
cu.Tags,
strconv.Itoa(cu.ConversationCount),
formatCSVTimePtr(cu.LastContactAt),
formatCSVTime(cu.CreatedAt),
})
}
name := fmt.Sprintf("customers_%s.csv", time.Now().Format("20060102_150405"))
writeCSVResponse(c, name, header, rows)
}
// Export 导出会话列表 CSV(沿用列表筛选与权限)。
// GET /api/sessions/export
func (h *SessionHandler) Export(c *gin.Context) {
tenantID := middleware.GetTenantID(c)
status := c.Query("status")
priority := c.Query("priority")
agentID := c.Query("agent_id")
channelID := c.Query("channel_id")
search := strings.TrimSpace(c.Query("search"))
from := c.Query("from")
to := c.Query("to")
query := model.DB.Model(&model.Session{}).Where("sessions.tenant_id = ?", tenantID)
if middleware.GetRole(c) == "agent" {
query = query.Where("sessions.agent_id = ? OR sessions.status = ?", middleware.GetUserID(c), "waiting")
}
if status != "" {
query = query.Where("sessions.status = ?", status)
}
if priority != "" {
query = query.Where("sessions.priority = ?", priority)
}
if agentID != "" {
query = query.Where("sessions.agent_id = ?", agentID)
}
if channelID != "" {
query = query.Where("sessions.channel_id = ?", channelID)
}
if from != "" {
if t, err := time.ParseInLocation("2006-01-02", from, time.Local); err == nil {
query = query.Where("sessions.created_at >= ?", t)
}
}
if to != "" {
if t, err := time.ParseInLocation("2006-01-02", to, time.Local); err == nil {
query = query.Where("sessions.created_at < ?", t.Add(24*time.Hour))
}
}
if search != "" {
like := "%" + search + "%"
query = query.Joins("LEFT JOIN customers ON customers.id = sessions.customer_id").
Where("customers.name LIKE ? OR CAST(sessions.id AS TEXT) LIKE ? OR COALESCE(sessions.end_reason, '') LIKE ?", like, like, like)
}
var sessions []model.Session
if err := query.Order("sessions.created_at desc").Limit(exportMaxRows).Find(&sessions).Error; err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"code": 500, "message": "导出会话失败"})
return
}
customerIDs := make([]uint, 0)
agentIDs := make([]uint, 0)
channelIDs := make([]uint, 0)
sessionIDs := make([]uint, 0, len(sessions))
for _, s := range sessions {
sessionIDs = append(sessionIDs, s.ID)
customerIDs = append(customerIDs, s.CustomerID)
channelIDs = append(channelIDs, s.ChannelID)
if s.AgentID != nil {
agentIDs = append(agentIDs, *s.AgentID)
}
}
customerMap := map[uint]model.Customer{}
if len(customerIDs) > 0 {
var customers []model.Customer
model.DB.Where("id IN ?", uniqueUint(customerIDs)).Find(&customers)
for _, cu := range customers {
customerMap[cu.ID] = cu
}
}
agentMap := map[uint]model.User{}
if len(agentIDs) > 0 {
var users []model.User
model.DB.Where("id IN ?", uniqueUint(agentIDs)).Find(&users)
for _, u := range users {
agentMap[u.ID] = u
}
}
channelMap := map[uint]model.Channel{}
if len(channelIDs) > 0 {
var channels []model.Channel
model.DB.Where("id IN ?", uniqueUint(channelIDs)).Find(&channels)
for _, ch := range channels {
channelMap[ch.ID] = ch
}
}
msgCountMap := map[uint]int{}
if len(sessionIDs) > 0 {
type row struct {
SessionID uint
Cnt int
}
var rows []row
model.DB.Model(&model.Message{}).
Select("session_id, count(*) as cnt").
Where("session_id IN ?", sessionIDs).
Group("session_id").
Scan(&rows)
for _, r := range rows {
msgCountMap[r.SessionID] = r.Cnt
}
}
// 最后一条消息摘要(按会话 max(seq) 批量取)
lastMsgMap := map[uint]string{}
if len(sessionIDs) > 0 {
type lastRow struct {
SessionID uint
Content string
Type string
}
var lastRows []lastRow
_ = model.DB.Raw(`
SELECT m.session_id AS session_id, m.content AS content, m.type AS type
FROM messages m
INNER JOIN (
SELECT session_id, MAX(seq) AS max_seq
FROM messages
WHERE session_id IN ?
GROUP BY session_id
) t ON m.session_id = t.session_id AND m.seq = t.max_seq
`, sessionIDs).Scan(&lastRows).Error
for _, r := range lastRows {
if r.Type == "image" {
lastMsgMap[r.SessionID] = "[图片]"
} else {
lastMsgMap[r.SessionID] = r.Content
}
}
}
header := []string{
"会话ID", "客户", "客户手机", "坐席", "渠道", "状态", "优先级",
"消息数", "满意度", "评价内容", "结束原因", "最后消息", "创建时间", "结束时间",
}
rows := make([][]string, 0, len(sessions))
for _, s := range sessions {
custName, custPhone := "", ""
if cu, ok := customerMap[s.CustomerID]; ok {
custName, custPhone = cu.Name, cu.Phone
}
agentName := ""
if s.AgentID != nil {
if u, ok := agentMap[*s.AgentID]; ok {
agentName = u.Nickname
if agentName == "" {
agentName = u.Username
}
}
}
chName := ""
if ch, ok := channelMap[s.ChannelID]; ok {
chName = ch.Name
if chName == "" {
chName = ch.Type
}
}
rows = append(rows, []string{
strconv.FormatUint(uint64(s.ID), 10),
custName,
custPhone,
agentName,
chName,
s.Status,
s.Priority,
strconv.Itoa(msgCountMap[s.ID]),
formatIntPtr(s.SatisfactionScore),
s.SatisfactionText,
s.EndReason,
lastMsgMap[s.ID],
formatCSVTime(s.CreatedAt),
formatCSVTimePtr(s.EndedAt),
})
}
name := fmt.Sprintf("sessions_%s.csv", time.Now().Format("20060102_150405"))
writeCSVResponse(c, name, header, rows)
}
// Export 导出统计报告 CSV(KPI + 坐席绩效 + 渠道分布)。
// GET /api/statistics/export
func (h *StatisticsHandler) Export(c *gin.Context) {
if !requireStatisticsAccess(c) {
return
}
tenantID := middleware.GetTenantID(c)
sessions, messages, err := loadStatisticsData(tenantID)
if err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"code": 500, "message": "导出统计失败"})
return
}
responses := firstResponseSeconds(messages)
var responseTotal float64
for _, seconds := range responses {
responseTotal += seconds
}
var satisfactionTotal float64
satisfactionCount := 0
for _, session := range sessions {
if session.SatisfactionScore != nil {
satisfactionTotal += float64(*session.SatisfactionScore)
satisfactionCount++
}
}
avgResponse := float64(0)
if len(responses) > 0 {
avgResponse = responseTotal / float64(len(responses))
}
satisfactionAvg := float64(0)
if satisfactionCount > 0 {
satisfactionAvg = satisfactionTotal / float64(satisfactionCount)
}
// 坐席绩效
var agents []model.User
model.DB.Where("tenant_id = ? AND role = ?", tenantID, "agent").Find(&agents)
type perf struct {
Name string
Conversations int
ResponseTotal float64
ResponseCount int
Satisfaction float64
RatingCount int
}
items := make(map[uint]*perf)
for _, agent := range agents {
name := agent.Nickname
if name == "" {
name = agent.Username
}
items[agent.ID] = &perf{Name: name}
}
for _, session := range sessions {
if session.AgentID == nil || items[*session.AgentID] == nil {
continue
}
item := items[*session.AgentID]
item.Conversations++
if seconds, exists := responses[session.ID]; exists {
item.ResponseTotal += seconds
item.ResponseCount++
}
if session.SatisfactionScore != nil {
item.Satisfaction += float64(*session.SatisfactionScore)
item.RatingCount++
}
}
// 渠道
var channels []model.Channel
model.DB.Where("tenant_id = ?", tenantID).Find(&channels)
channelTypes := make(map[uint]string)
for _, channel := range channels {
channelTypes[channel.ID] = channel.Type
}
labels := map[string]string{"web": "网页", "wechat": "微信", "app": "APP", "phone": "电话工单", "email": "邮件"}
chCounts := make(map[string]int)
for _, session := range sessions {
channelType := channelTypes[session.ChannelID]
if channelType == "" {
channelType = "unknown"
}
chCounts[channelType]++
}
// 扁平 CSV:分节用 section 列
header := []string{"区块", "指标/坐席/渠道", "数值1", "数值2", "数值3", "备注"}
rows := make([][]string, 0, 32+len(items)+len(chCounts))
rows = append(rows,
[]string{"概览", "总会话数", strconv.Itoa(len(sessions)), "", "", ""},
[]string{"概览", "总消息数", strconv.Itoa(len(messages)), "", "", ""},
[]string{"概览", "平均首次响应(秒)", fmt.Sprintf("%.1f", avgResponse), "", "", ""},
[]string{"概览", "平均满意度", fmt.Sprintf("%.2f", satisfactionAvg), "", "", fmt.Sprintf("样本 %d", satisfactionCount)},
[]string{"概览", "一次解决率(%)", fmt.Sprintf("%.1f", firstResolveRate(sessions)), "", "", ""},
[]string{"概览", "导出时间", time.Now().Format("2006-01-02 15:04:05"), "", "", ""},
)
rows = append(rows, []string{"坐席绩效", "坐席", "会话数", "平均响应(秒)", "满意度", ""})
for _, agent := range agents {
item := items[agent.ID]
if item == nil {
continue
}
avgR := float64(0)
if item.ResponseCount > 0 {
avgR = item.ResponseTotal / float64(item.ResponseCount)
}
sat := float64(0)
if item.RatingCount > 0 {
sat = item.Satisfaction / float64(item.RatingCount)
}
rows = append(rows, []string{
"坐席绩效",
item.Name,
strconv.Itoa(item.Conversations),
fmt.Sprintf("%.1f", avgR),
fmt.Sprintf("%.2f", sat),
"",
})
}
rows = append(rows, []string{"渠道分布", "渠道", "会话数", "", "", ""})
for typ, cnt := range chCounts {
label := labels[typ]
if label == "" {
label = typ
}
rows = append(rows, []string{"渠道分布", label, strconv.Itoa(cnt), "", "", ""})
}
name := fmt.Sprintf("statistics_%s.csv", time.Now().Format("20060102_150405"))
writeCSVResponse(c, name, header, rows)
}
+70
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@@ -0,0 +1,70 @@
package handler
import (
"encoding/csv"
"fmt"
"net/http"
"net/url"
"strconv"
"strings"
"time"
"github.com/gin-gonic/gin"
)
const exportMaxRows = 5000
func csvEscape(s string) string {
return strings.ReplaceAll(s, "\r\n", " ")
}
func writeCSVResponse(c *gin.Context, filename string, header []string, rows [][]string) {
if !strings.HasSuffix(strings.ToLower(filename), ".csv") {
filename += ".csv"
}
// 兼容 Excel 中文:UTF-8 BOM
c.Header("Content-Type", "text/csv; charset=utf-8")
c.Header("Content-Disposition", fmt.Sprintf("attachment; filename*=UTF-8''%s", url.PathEscape(filename)))
c.Status(http.StatusOK)
if _, err := c.Writer.Write([]byte{0xEF, 0xBB, 0xBF}); err != nil {
return
}
w := csv.NewWriter(c.Writer)
_ = w.Write(header)
for _, row := range rows {
for i := range row {
row[i] = csvEscape(row[i])
}
_ = w.Write(row)
}
w.Flush()
}
func formatCSVTime(t time.Time) string {
if t.IsZero() {
return ""
}
return t.In(time.Local).Format("2006-01-02 15:04:05")
}
func formatCSVTimePtr(t *time.Time) string {
if t == nil {
return ""
}
return formatCSVTime(*t)
}
func formatUintPtr(v *uint) string {
if v == nil {
return ""
}
return strconv.FormatUint(uint64(*v), 10)
}
func formatIntPtr(v *int) string {
if v == nil {
return ""
}
return strconv.Itoa(*v)
}
+3
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@@ -53,6 +53,7 @@ func SetupRoutes(r *gin.Engine, store storage.ObjectStorage, storageCfg config.S
authRequired.GET("/agents/available", session.ListAvailableAgents)
sessions := authRequired.Group("/sessions")
sessions.GET("", session.List)
sessions.GET("/export", session.Export)
sessions.GET("/:id", session.Get)
sessions.POST("", session.Create)
sessions.POST("/batch-archive", session.BatchArchive)
@@ -69,6 +70,7 @@ func SetupRoutes(r *gin.Engine, store storage.ObjectStorage, storageCfg config.S
// 客户管理
customers := authRequired.Group("/customers")
customers.GET("", customer.List)
customers.GET("/export", customer.Export)
customers.GET("/:id", customer.Get)
customers.POST("", customer.Create)
customers.PUT("/:id", customer.Update)
@@ -110,6 +112,7 @@ func SetupRoutes(r *gin.Engine, store storage.ObjectStorage, storageCfg config.S
statistics.GET("/response-distribution", stats.ResponseDistribution)
statistics.GET("/performance", stats.AgentPerformance)
statistics.GET("/channels", stats.ChannelDistribution)
statistics.GET("/export", stats.Export)
// 管理端接口(需要管理员权限)
adminGroup := authRequired.Group("/admin")
+23 -4
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@@ -7,7 +7,7 @@ import {
} from '@ant-design/icons'
import dayjs, { type Dayjs } from 'dayjs'
import {
archiveSession, batchArchiveSessions, getAvailableAgents, getChannels, getSession, getSessions,
archiveSession, batchArchiveSessions, exportSessionsCSV, getAvailableAgents, getChannels, getSession, getSessions,
type AvailableAgent, type Channel, type Message, type Session, type SessionEvent,
} from '@/services/api'
import { ChatImage } from '@/components/common/ImagePreview'
@@ -162,6 +162,7 @@ const ChatHistory = () => {
const [detailLoading, setDetailLoading] = useState(false)
const [checkedIds, setCheckedIds] = useState<number[]>([])
const [archiving, setArchiving] = useState(false)
const [exporting, setExporting] = useState(false)
const loadSessions = useCallback(async () => {
setLoading(true)
@@ -335,11 +336,29 @@ const ChatHistory = () => {
<div className="flex items-center gap-2">
<button
type="button"
className="flex items-center gap-1.5 h-8 px-3 rounded-lg text-sm text-neutral-600 border border-neutral-200 bg-white hover:bg-neutral-50 cursor-pointer"
onClick={() => message.info('导出功能后续版本提供')}
disabled={exporting}
className="flex items-center gap-1.5 h-8 px-3 rounded-lg text-sm text-neutral-600 border border-neutral-200 bg-white hover:bg-neutral-50 cursor-pointer disabled:opacity-50"
onClick={async () => {
setExporting(true)
try {
await exportSessionsCSV({
status: statusFilter,
agent_id: agentFilter,
channel_id: channelFilter,
search: search || undefined,
from: dateRange?.[0] ? dateRange[0].format('YYYY-MM-DD') : undefined,
to: dateRange?.[1] ? dateRange[1].format('YYYY-MM-DD') : undefined,
})
message.success('对话记录已导出')
} catch (e) {
message.error(e instanceof Error ? e.message : '导出失败')
} finally {
setExporting(false)
}
}}
>
<DownloadOutlined />
{exporting ? '导出中…' : '导出'}
</button>
<button
type="button"
+14 -2
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@@ -8,7 +8,7 @@ import {
DeleteOutlined, ExportOutlined, CloseOutlined, GlobalOutlined, MessageOutlined,
} from '@ant-design/icons'
import {
createCustomer, deleteCustomer, getCustomer, getCustomers, updateCustomer,
createCustomer, deleteCustomer, exportCustomersCSV, getCustomer, getCustomers, updateCustomer,
type Customer, type Session,
} from '@/services/api'
import { useAuth } from '@/stores/auth'
@@ -140,6 +140,7 @@ const Customers = () => {
const [page, setPage] = useState(1)
const [pageSize, setPageSize] = useState(10)
const [search, setSearch] = useState('')
const [exporting, setExporting] = useState(false)
const [tagFilter, setTagFilter] = useState('all')
const [selectedCustomer, setSelectedCustomer] = useState<Customer | null>(null)
const [editingId, setEditingId] = useState<number | null>(null)
@@ -321,8 +322,19 @@ const Customers = () => {
<div className="flex items-center gap-2 ml-auto">
<Button
icon={<ExportOutlined />}
loading={exporting}
className="!text-[13px] !h-8 !px-3 !font-medium !text-neutral-600 !border-neutral-200"
onClick={() => message.info('导出功能后续版本提供')}
onClick={async () => {
setExporting(true)
try {
await exportCustomersCSV({ search: search || undefined })
message.success('客户列表已导出')
} catch (e) {
message.error(e instanceof Error ? e.message : '导出失败')
} finally {
setExporting(false)
}
}}
>
</Button>
+16 -4
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@@ -6,7 +6,7 @@ import {
} from '@ant-design/icons'
import { Column, Line, Pie } from '@ant-design/charts'
import {
getAgentPerformance, getChannelDistribution, getKPIs, getResponseDistribution, getSessionTrend,
exportStatisticsCSV, getAgentPerformance, getChannelDistribution, getKPIs, getResponseDistribution, getSessionTrend,
type StatisticsKpis,
} from '@/services/api'
@@ -34,6 +34,7 @@ const Statistics = () => {
name: string; conversations: number; avgResponse: number; satisfaction: number
}[]>([])
const [loading, setLoading] = useState(true)
const [exporting, setExporting] = useState(false)
useEffect(() => {
const load = async () => {
@@ -208,11 +209,22 @@ const Statistics = () => {
</div>
<button
type="button"
className="h-8 px-3 rounded-lg text-sm text-neutral-600 border border-neutral-200 bg-white hover:bg-neutral-50 flex items-center gap-1.5 cursor-pointer"
onClick={() => message.info('导出报告功能后续版本提供')}
disabled={exporting}
className="h-8 px-3 rounded-lg text-sm text-neutral-600 border border-neutral-200 bg-white hover:bg-neutral-50 flex items-center gap-1.5 cursor-pointer disabled:opacity-50"
onClick={async () => {
setExporting(true)
try {
await exportStatisticsCSV()
message.success('统计报告已导出')
} catch (e) {
message.error(e instanceof Error ? e.message : '导出失败')
} finally {
setExporting(false)
}
}}
>
<DownloadOutlined />
{exporting ? '导出中…' : '导出报告'}
</button>
</div>
</header>
+35 -1
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@@ -1,4 +1,4 @@
import { get, post, put, del, getList, postForm } from './request'
import { get, post, put, del, getList, postForm, downloadFile } from './request'
export interface LoginParams { username: string; password: string }
export interface LoginResult { token: string; user_id: number; tenant_id: number; nickname: string; role: string }
@@ -253,6 +253,40 @@ export const getCustomers = (params?: { search?: string; status?: string; source
if (params?.pageSize) search.set('pageSize', String(params.pageSize))
return getList<Customer>(`/customers?${search}`)
}
export const exportCustomersCSV = (params?: { search?: string; status?: string; source?: string }) => {
const search = new URLSearchParams()
if (params?.search) search.set('search', params.search)
if (params?.status) search.set('status', params.status)
if (params?.source) search.set('source', params.source)
const qs = search.toString()
return downloadFile(`/customers/export${qs ? `?${qs}` : ''}`, `customers_${Date.now()}.csv`)
}
export const exportSessionsCSV = (params?: {
status?: string
priority?: string
agent_id?: number | string
channel_id?: number | string
search?: string
from?: string
to?: string
}) => {
const search = new URLSearchParams()
if (params?.status) search.set('status', params.status)
if (params?.priority) search.set('priority', params.priority)
if (params?.agent_id != null && params.agent_id !== '') search.set('agent_id', String(params.agent_id))
if (params?.channel_id != null && params.channel_id !== '') search.set('channel_id', String(params.channel_id))
if (params?.search) search.set('search', params.search)
if (params?.from) search.set('from', params.from)
if (params?.to) search.set('to', params.to)
const qs = search.toString()
return downloadFile(`/sessions/export${qs ? `?${qs}` : ''}`, `sessions_${Date.now()}.csv`)
}
export const exportStatisticsCSV = () =>
downloadFile('/statistics/export', `statistics_${Date.now()}.csv`)
export const getCustomer = (id: number) => get<{ customer: Customer; sessions: Session[] }>(`/customers/${id}`)
export const createCustomer = (data: Partial<Customer>) => post<Customer>('/customers', data)
export const updateCustomer = (id: number, data: Partial<Customer>) => put<Customer>(`/customers/${id}`, data)
+35
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@@ -53,3 +53,38 @@ export const getList = <T>(url: string) => request<ListResponse<T>>(url)
export const postForm = <T>(url: string, form: FormData) =>
request<Response<T>>(url, { method: 'POST', body: form })
/** 下载 CSV 等二进制响应(带鉴权) */
export async function downloadFile(path: string, fallbackName: string) {
const headers: Record<string, string> = {}
if (token) headers.Authorization = `Bearer ${token}`
const res = await fetch(`${BASE}${path}`, { headers })
const ct = res.headers.get('Content-Type') || ''
if (!res.ok || ct.includes('application/json')) {
let msg = '导出失败'
try {
const json = await res.json()
if (json?.message) msg = json.message
} catch { /* ignore */ }
throw new Error(msg)
}
const blob = await res.blob()
let filename = fallbackName
const cd = res.headers.get('Content-Disposition') || ''
const m = /filename\*=UTF-8''([^;]+)|filename="?([^";]+)"?/i.exec(cd)
if (m) {
try {
filename = decodeURIComponent(m[1] || m[2])
} catch {
filename = m[1] || m[2] || fallbackName
}
}
const url = URL.createObjectURL(blob)
const a = document.createElement('a')
a.href = url
a.download = filename
document.body.appendChild(a)
a.click()
a.remove()
URL.revokeObjectURL(url)
}