feat: P0-6 Excel导入导出全套(客户/合同/库存/统计, 自动表头探测)

src/huamenchuang/api/contracts.py

@@ -70,6 +70,34 @@ async def list_contracts(user: CurrentUser, db: DbSession, page: int = 1,
     return ok(data={"contracts": paginated(outs, page, page_size, total)})
 
 
+@router.get("/excel-out")
+async def excel_out(user: CurrentUser, db: DbSession):
+    """合同全量导出 Excel（对齐目标站 contracts_excel）。"""
+    from fastapi.responses import Response
+    from huamenchuang.services.excel_service import simple_table_workbook
+    from huamenchuang.models.business import ContractReceipt
+    from sqlalchemy import func
+    rows_db = list((await db.execute(
+        select(Contract).where(Contract.company_id == user.company_id)
+        .order_by(Contract.id))).scalars())
+    received_map: dict[int, float] = {}
+    if rows_db:
+        rrows = (await db.execute(
+            select(ContractReceipt.contract_id, func.sum(ContractReceipt.amount))
+            .where(ContractReceipt.contract_id.in_([c.id for c in rows_db]),
+                   ContractReceipt.status == 1)
+            .group_by(ContractReceipt.contract_id))).all()
+        received_map = {cid: float(v or 0) for cid, v in rrows}
+    data = [[c.contract_no, c.customer_name, c.phone, c.address, float(c.money),
+             received_map.get(c.id, 0), status_label(c.status), str(c.created_at)[:10]]
+            for c in rows_db]
+    content = simple_table_workbook("合同列表",
+                                    ["合同号", "客户", "电话", "地址", "金额", "已收", "状态", "创建日期"],
+                                    data, widths=[18, 14, 16, 28, 12, 12, 10, 12])
+    return Response(content, media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+                    headers={"Content-Disposition": "attachment; filename=contracts.xlsx"})
+
+
 @router.put("/{contract_id}")
 async def update_contract(contract_id: int, body: ContractBody, user: CurrentUser, db: DbSession):
     """编辑合同。"""

src/huamenchuang/api/customers.py

@@ -1,9 +1,11 @@
 """客户路由。"""
-from fastapi import APIRouter
+from fastapi import APIRouter, UploadFile
 from pydantic import BaseModel, Field
+from sqlalchemy import select
 
 from huamenchuang.core.deps import CurrentUser, DbSession
 from huamenchuang.core.response import fail, ok, paginated
+from huamenchuang.models.contract import Customer
 from huamenchuang.services.customer_service import CustomerService
 
 router = APIRouter(prefix="/customers", tags=["客户"])
@@ -66,3 +68,65 @@ async def delete_customer(customer_id: int, user: CurrentUser, db: DbSession):
     except KeyError as e:
         return fail(str(e))
     return ok(message="删除成功")
+
+
+# ---------------- Excel 导入导出 ----------------
+
+@router.get("/excel-template")
+async def excel_template(user: CurrentUser):
+    """客户导入模板下载。"""
+    from fastapi.responses import Response
+    from huamenchuang.services.excel_service import simple_table_workbook
+    content = simple_table_workbook("客户导入模板", ["姓名*", "电话", "地址", "业务员", "备注"],
+                                    [["张三", "13800001111", "XX路10号", "李四", ""], []],
+                                    widths=[16, 18, 30, 14, 20])
+    return Response(content, media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+                    headers={"Content-Disposition": "attachment; filename=customers_template.xlsx"})
+
+
+@router.post("/excel-in")
+async def excel_in(file: UploadFile, user: CurrentUser, db: DbSession):
+    """客户批量导入（对齐目标站 customers_excel_in；列：姓名*/电话/地址/业务员/备注）。"""
+    if not file.filename or not file.filename.lower().endswith((".xlsx", ".xls")):
+        return fail("请上传 xlsx 文件")
+    from huamenchuang.services.excel_service import pick, read_rows
+    try:
+        rows = read_rows(await file.read())
+    except Exception:
+        return fail("文件解析失败，请使用导入模板")
+    if not rows:
+        return fail("文件中没有数据行")
+    ok_n, skip, errors = 0, 0, []
+    for i, row in enumerate(rows, 2):
+        name = pick(row, "姓名", "姓名*", "名称", "name")
+        if not name:
+            skip += 1
+            errors.append(f"第{i}行缺姓名")
+            continue
+        db.add(Customer(company_id=user.company_id, name=str(name).strip(),
+                        phone=str(pick(row, "电话", "手机", "phone", default="") or ""),
+                        address=str(pick(row, "地址", "address", default="") or ""),
+                        salesmen=str(pick(row, "业务员", "salesmen", default="") or ""),
+                        note=str(pick(row, "备注", "note", default="") or "")))
+        ok_n += 1
+    await db.flush()
+    msg = f"导入完成：成功 {ok_n} 条，跳过 {skip} 条"
+    if errors:
+        msg += "；" + "；".join(errors[:5])
+    return ok(data={"success": ok_n, "skipped": skip}, message=msg)
+
+
+@router.get("/excel-out")
+async def excel_out(user: CurrentUser, db: DbSession):
+    """客户全量导出（对齐目标站 warehouse_excel_out 类语义）。"""
+    from fastapi.responses import Response
+    from huamenchuang.services.excel_service import simple_table_workbook
+    rows_db = list((await db.execute(
+        select(Customer).where(Customer.company_id == user.company_id)
+        .order_by(Customer.id))).scalars())
+    data = [[c.name, c.phone, c.address, c.salesmen or "", float(c.balance), str(c.created_at)[:10]]
+            for c in rows_db]
+    content = simple_table_workbook("客户列表", ["姓名", "电话", "地址", "业务员", "余额", "建档日期"],
+                                    data, widths=[16, 18, 30, 14, 12, 12])
+    return Response(content, media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+                    headers={"Content-Disposition": "attachment; filename=customers.xlsx"})

src/huamenchuang/api/reports.py

@@ -51,3 +51,52 @@ async def summary(user: CurrentUser, db: DbSession, days: int = 14):
     status_dist = [{"status": s, "count": c} for s, c in status_rows]
 
     return ok(data={"by_day": by_day, "totals": totals, "status_dist": status_dist, "days": days})
+
+
+@router.get("/excel-statistics")
+async def excel_statistics(user: CurrentUser, db: DbSession):
+    """统计报表导出 Excel（对齐目标站 excel-statistics：订单汇总+收款统计）。"""
+    from fastapi.responses import Response
+    from huamenchuang.models.business import ContractReceipt
+    from huamenchuang.services.excel_service import statistics_workbook
+
+    cid = user.company_id
+    import datetime as _dt
+    year = _dt.date.today().year
+
+    async def count(model, extra=None):
+        conds = [model.company_id == cid]
+        if extra is not None:
+            conds.append(extra)
+        return (await db.execute(select(func.count()).select_from(model).where(*conds))).scalar_one()
+
+    order_money = (await db.execute(select(func.coalesce(func.sum(Order.money), 0))
+                                    .where(Order.company_id == cid))).scalar() or 0
+    summary = {
+        "订单总数": await count(Order),
+        "意向单": await count(Order, Order.status == 0),
+        "已完工": await count(Order, Order.status == 3),
+        "报价单": await count(Quotation),
+        "客户数": await count(Customer),
+        "合同数": await count(Contract),
+        "量尺单": await count(MeasureOrder),
+        "售后单(未完结)": await count(AfterSale, AfterSale.status != 2),
+        "订单总金额": round(float(order_money), 2),
+    }
+    ycond = (ContractReceipt.company_id == cid, ContractReceipt.status == 1,
+             func.strftime("%Y", ContractReceipt.receipt_date) == str(year))
+    received = (await db.execute(select(func.coalesce(func.sum(ContractReceipt.amount), 0))
+                                 .where(*ycond))).scalar() or 0
+    months_rows = (await db.execute(
+        select(func.strftime("%m", ContractReceipt.receipt_date), func.sum(ContractReceipt.amount))
+        .where(*ycond).group_by(func.strftime("%m", ContractReceipt.receipt_date)))).all()
+    months = {int(m): float(v or 0) for m, v in months_rows}
+    contract_total = (await db.execute(select(func.coalesce(func.sum(Contract.money), 0))
+                                       .where(Contract.company_id == cid, Contract.status < 3))).scalar() or 0
+    receipts = {"year": year, "total_received": round(float(received), 2),
+                "contract_total": round(float(contract_total), 2),
+                "unreceived": round(float(contract_total) - float(received), 2),
+                "monthly": [months.get(m, 0) for m in range(1, 13)]}
+    content = statistics_workbook(summary, receipts)
+    return Response(content, media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+                    headers={"Content-Disposition": "attachment; filename=statistics.xlsx"})

src/huamenchuang/api/warehouse.py

@@ -1,5 +1,5 @@
-"""仓库库存路由：材料 CRUD + 出入库。"""
-from fastapi import APIRouter
+"""仓库库存路由：材料 CRUD + 出入库 + Excel 导入导出。"""
+from fastapi import APIRouter, UploadFile
 from pydantic import BaseModel, Field
 from sqlalchemy import desc, select
 
@@ -69,6 +69,80 @@ async def create_item(body: ItemBody, user: CurrentUser, db: DbSession):
     return ok(data={"id": item.id}, message="创建成功")
 
 
+# ---------------- Excel 导入导出 ----------------
+
+@router.get("/excel-out")
+async def excel_out(user: CurrentUser, db: DbSession):
+    """库存全量导出（对齐目标站 warehouse_excel_out）。"""
+    from fastapi.responses import Response
+    from huamenchuang.services.excel_service import simple_table_workbook
+    items = list((await db.execute(
+        select(WarehouseItem).where(WarehouseItem.company_id == user.company_id)
+        .order_by(WarehouseItem.id))).scalars())
+    mat_label = {"profile": "型材", "glass": "玻璃", "hardware": "五金", "addon": "配件"}
+    data = [[i.bom_code, i.name, mat_label.get(i.material, i.material), i.spec, i.color,
+             float(i.price), float(i.cost), float(i.count), i.unit, i.length, float(i.warning)]
+            for i in items]
+    content = simple_table_workbook("库存列表",
+                                    ["编码", "名称", "类别", "规格", "颜色", "售价", "成本",
+                                     "库存数量", "单位", "单根长度mm", "预警线"],
+                                    data, widths=[12, 20, 8, 14, 10, 10, 10, 10, 8, 12, 10])
+    return Response(content, media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+                    headers={"Content-Disposition": "attachment; filename=warehouse.xlsx"})
+
+
+@router.post("/excel-in")
+async def excel_in(file: UploadFile, user: CurrentUser, db: DbSession):
+    """材料批量导入（对齐目标站 materials_config_excel：同名材料按名称匹配更新数量，否则新增）。"""
+    if not file.filename or not file.filename.lower().endswith((".xlsx", ".xls")):
+        return fail("请上传 xlsx 文件")
+    from huamenchuang.services.excel_service import pick, read_rows
+    try:
+        rows = read_rows(await file.read())
+    except Exception:
+        return fail("文件解析失败")
+    if not rows:
+        return fail("文件中没有数据行")
+    mat_map = {"型材": "profile", "玻璃": "glass", "五金": "hardware", "配件": "addon",
+               "profile": "profile", "glass": "glass", "hardware": "hardware", "addon": "addon"}
+    existing = {i.name: i for i in (await db.execute(
+        select(WarehouseItem).where(WarehouseItem.company_id == user.company_id))).scalars()}
+    created, updated, skipped = 0, 0, 0
+    for i, row in enumerate(rows, 2):
+        name = pick(row, "名称", "材料名称", "name")
+        if not name:
+            skipped += 1
+            continue
+        name = str(name).strip()
+        mat = mat_map.get(str(pick(row, "类别", "材料", "material", default="型材") or "型材"), "profile")
+        values = dict(
+            bom_code=str(pick(row, "编码", "bom_code", default="") or ""),
+            material=mat, spec=str(pick(row, "规格", "spec", default="") or ""),
+            color=str(pick(row, "颜色", "color", default="") or ""),
+            price=float(pick(row, "售价", "price", default=0) or 0),
+            cost=float(pick(row, "成本", "cost", default=0) or 0),
+            count=float(pick(row, "库存数量", "数量", "count", default=0) or 0),
+            unit=str(pick(row, "单位", "unit", default="根") or "根"),
+            length=int(float(pick(row, "单根长度mm", "长度", "length", default=0) or 0)),
+            warning=float(pick(row, "预警线", "warning", default=0) or 0))
+        if name in existing:  # 同名更新（数量累加）
+            item = existing[name]
+            for k, v in values.items():
+                if k == "count":
+                    continue
+                setattr(item, k, v)
+            item.count = float(item.count) + values["count"]
+            updated += 1
+        else:
+            item = WarehouseItem(company_id=user.company_id, name=name, **values)
+            db.add(item)
+            existing[name] = item
+            created += 1
+    await db.flush()
+    return ok(data={"created": created, "updated": updated, "skipped": skipped},
+              message=f"导入完成：新增 {created} 条，更新 {updated} 条，跳过 {skipped} 条")
+
+
 @router.put("/{item_id}")
 async def update_item(item_id: int, body: ItemBody, user: CurrentUser, db: DbSession):
     """编辑材料。"""

src/huamenchuang/services/excel_service.py

@@ -1,8 +1,8 @@
-"""Excel 生成服务（openpyxl）：BOM 单、订单导出、业务数据导入导出共用工具。"""
+"""Excel 生成/解析服务（openpyxl）：BOM 单、订单导出、业务数据导入导出共用工具。"""
 import io
 from typing import Any
 
-from openpyxl import Workbook
+from openpyxl import Workbook, load_workbook
 from openpyxl.styles import Alignment, Border, Font, PatternFill, Side
 from openpyxl.utils import get_column_letter
 
@@ -96,3 +96,66 @@ def order_workbook(order: dict, bom: dict) -> bytes:
     row += 1
     ws.cell(row=row, column=1, value="制单：____________　审核：____________　日期：____________")
     return save_bytes(wb)
+
+
+# ---------------- 导入解析 ----------------
+
+def read_rows(data: bytes, sheet_index: int = 0) -> list[dict]:
+    """解析上传的 xlsx → 行字典列表（自动探测表头行，兼容首行大标题的导出格式）。
+
+    探测规则：前 3 行中非空单元格最多的一行视为表头；空行跳过。
+    """
+    wb = load_workbook(io.BytesIO(data), read_only=True, data_only=True)
+    ws = wb.worksheets[sheet_index]
+    all_rows = [list(r) for r in ws.iter_rows(values_only=True)]
+    if not all_rows:
+        return []
+    # 探测表头行：取前 3 行中非空单元格数最多的行
+    scan = all_rows[:3]
+    header_idx = max(range(len(scan)), key=lambda i: sum(1 for v in scan[i] if v is not None and str(v).strip()))
+    headers = [str(v).strip() if v is not None else "" for v in all_rows[header_idx]]
+    out: list[dict] = []
+    for values in all_rows[header_idx + 1:]:
+        row = {headers[i]: values[i] for i in range(min(len(headers), len(values)))}
+        if any(v is not None and str(v).strip() for v in row.values()):
+            out.append(row)
+    return out
+
+
+def pick(row: dict, *names: str, default=None):
+    """按候选列名（含中文表头）取值，全部缺失返回 default。"""
+    for n in names:
+        if n in row and row[n] not in (None, ""):
+            return row[n]
+    return default
+
+
+# ---------------- 业务导出工作簿 ----------------
+
+def simple_table_workbook(title: str, headers: list[str], rows: list[list],
+                          widths: list[int] | None = None) -> bytes:
+    """单表导出（客户/合同/库存等通用）。"""
+    wb = new_workbook()
+    ws = wb.active
+    ws.title = title[:28] or "导出"
+    row = write_title(ws, 1, title, len(headers))
+    write_table(ws, row, headers, rows, widths)
+    return save_bytes(wb)
+
+
+def statistics_workbook(orders_summary: dict, receipts: dict) -> bytes:
+    """统计报表导出：订单汇总 + 收款统计双 Sheet。"""
+    wb = new_workbook()
+    ws = wb.active
+    ws.title = "订单汇总"
+    row = write_title(ws, 1, "订单/业务统计", 4)
+    rows = [[k, v, "", ""] for k, v in orders_summary.items()]
+    row = write_table(ws, row, ["指标", "数值", "", ""], rows, widths=[24, 18, 8, 8])
+    ws2 = wb.create_sheet("收款统计")
+    row = write_title(ws2, 1, f"收款统计 {receipts['year']} 年", 14)
+    row = write_table(ws2, row,
+                      ["年度收款", "合同应收", "未收"] + [f"{m}月" for m in range(1, 13)],
+                      [[receipts["total_received"], receipts["contract_total"], receipts["unreceived"],
+                        *receipts["monthly"]]],
+                      widths=[12] * 15)
+    return save_bytes(wb)