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ctms/backend/app/services/setup_config_excel.py
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2026-02-24 16:53:22 +08:00

247 lines
10 KiB
Python

from __future__ import annotations
from datetime import date, datetime
from io import BytesIO
import random
from typing import Any
from openpyxl import Workbook, load_workbook
from app.schemas.study_setup_config import StudySetupConfigData
def _make_row_id() -> str:
return f"{int(datetime.now().timestamp() * 1000)}_{random.randint(1000, 9999)}"
def _is_empty(*values: Any) -> bool:
return all(v is None or str(v).strip() == "" for v in values)
def _sheet_headers(sheet, headers: list[str]) -> None:
sheet.append(headers)
for idx, title in enumerate(headers, start=1):
cell = sheet.cell(row=1, column=idx)
cell.value = title
def export_setup_config_excel(data: StudySetupConfigData) -> bytes:
wb = Workbook()
ws_guide = wb.active
ws_guide.title = "说明"
ws_guide.append(["立项配置Excel模板说明"])
ws_guide.append(["1. 各业务Sheet首行是表头,不要修改列名。"])
ws_guide.append(["2. 可在现有行基础上新增/删除行。"])
ws_guide.append(["3. 日期格式建议:YYYY-MM-DD。"])
ws_guide.append(["4. 导入后系统会自动校验并回填到立项配置草稿。"])
ws_pm = wb.create_sheet("项目里程碑")
_sheet_headers(ws_pm, ["ID", "里程碑", "计划日期", "负责人", "状态", "备注"])
for row in data.projectMilestones:
ws_pm.append([row.id, row.name, row.planDate, row.owner, row.status, row.remark])
ws_plan = wb.create_sheet("项目入组计划")
_sheet_headers(ws_plan, ["计划总入组例数", "计划开始日期", "计划结束日期", "月度目标说明", "分阶段计划"])
p = data.enrollmentPlan
ws_plan.append([p.totalTarget, p.startDate, p.endDate, p.monthlyGoalNote, p.stageBreakdown])
ws_sm = wb.create_sheet("中心里程碑")
_sheet_headers(ws_sm, ["ID", "里程碑", "计划日期", "负责人", "状态", "备注"])
for row in data.siteMilestones:
ws_sm.append([row.id, row.milestone, row.planDate, row.owner, row.status, row.remark])
ws_sep = wb.create_sheet("中心入组计划")
_sheet_headers(ws_sep, ["ID", "中心ID", "中心名称", "计划例数", "启动日期", "完成日期", "备注", "分阶段计划"])
for row in data.siteEnrollmentPlans:
ws_sep.append([row.id, row.siteId, row.siteName, row.target, row.startDate, row.endDate, row.note, row.stageBreakdown])
ws_ms = wb.create_sheet("监查计划策略")
_sheet_headers(ws_ms, ["ID", "监查类型", "策略详情", "监查次数", "更新时间", "是否启用"])
for row in data.monitoringStrategies:
ws_ms.append([row.id, row.strategyType, row.detail, row.frequency, row.updatedAt, "是" if row.enabled else "否"])
ws_cc = wb.create_sheet("中心确认")
_sheet_headers(ws_cc, ["ID", "中心ID", "中心名称", "确认人", "确认状态", "确认日期", "备注"])
for row in data.centerConfirm:
ws_cc.append([row.id, row.siteId, row.siteName, row.confirmer, row.confirmStatus, row.confirmDate, row.note])
bio = BytesIO()
wb.save(bio)
return bio.getvalue()
def _to_int(value: Any, default: int = 0) -> int:
if value is None or str(value).strip() == "":
return default
try:
return int(float(str(value)))
except (TypeError, ValueError):
return default
def _to_date_str(value: Any) -> str:
if value is None:
return ""
if isinstance(value, datetime):
return value.date().isoformat()
if isinstance(value, date):
return value.isoformat()
return str(value).strip()
def _to_datetime_str(value: Any) -> str:
if value is None:
return ""
if isinstance(value, datetime):
return value.strftime("%Y-%m-%d %H:%M:%S")
return str(value).strip()
def _to_bool(value: Any, default: bool = True) -> bool:
if value is None:
return default
v = str(value).strip().lower()
if v in {"1", "true", "yes", "y", "是", "启用"}:
return True
if v in {"0", "false", "no", "n", "否", "禁用"}:
return False
return default
def import_setup_config_excel(file_bytes: bytes) -> StudySetupConfigData:
wb = load_workbook(filename=BytesIO(file_bytes), data_only=True)
project_milestones = []
ws = wb["项目里程碑"] if "项目里程碑" in wb.sheetnames else None
if ws:
for row in ws.iter_rows(min_row=2, values_only=True):
rid, name, plan_date, owner, status, remark = row[:6]
if _is_empty(rid, name, plan_date, owner, status, remark):
continue
project_milestones.append(
{
"id": str(rid).strip() if rid else _make_row_id(),
"name": str(name or "").strip(),
"planDate": _to_date_str(plan_date),
"owner": str(owner or "").strip(),
"status": str(status or "未开始").strip() or "未开始",
"remark": str(remark or "").strip(),
}
)
enrollment_plan = {
"totalTarget": 0,
"startDate": "",
"endDate": "",
"monthlyGoalNote": "",
"stageBreakdown": "",
}
ws = wb["项目入组计划"] if "项目入组计划" in wb.sheetnames else None
if ws:
first = next(ws.iter_rows(min_row=2, values_only=True), None)
if first:
enrollment_plan = {
"totalTarget": _to_int(first[0], 0),
"startDate": _to_date_str(first[1]),
"endDate": _to_date_str(first[2]),
"monthlyGoalNote": str(first[3] or "").strip(),
"stageBreakdown": str(first[4] or "").strip(),
}
site_milestones = []
ws = wb["中心里程碑"] if "中心里程碑" in wb.sheetnames else None
if ws:
for row in ws.iter_rows(min_row=2, values_only=True):
raw_status = None
if len(row) >= 8:
rid, site_id, site_name, milestone, plan_date, owner, raw_status, remark = row[:8]
_ = (site_id, site_name)
elif len(row) == 7:
# Backward compatibility: old template has no status column and includes center columns.
rid, site_id, site_name, milestone, plan_date, owner, remark = row[:7]
_ = (site_id, site_name)
else:
rid, milestone, plan_date, owner, raw_status, remark = row[:6]
if _is_empty(rid, milestone, plan_date, owner, raw_status, remark):
continue
status = str(raw_status or "未开始").strip() or "未开始"
site_milestones.append(
{
"id": str(rid).strip() if rid else _make_row_id(),
"milestone": str(milestone or "").strip(),
"planDate": _to_date_str(plan_date),
"owner": str(owner or "").strip(),
"status": status,
"remark": str(remark or "").strip(),
}
)
site_enrollment_plans = []
ws = wb["中心入组计划"] if "中心入组计划" in wb.sheetnames else None
if ws:
for row in ws.iter_rows(min_row=2, values_only=True):
rid, site_id, site_name, target, start_date, end_date, note, stage_breakdown = (list(row[:8]) + [None] * 8)[:8]
if _is_empty(rid, site_id, site_name, target, start_date, end_date, note, stage_breakdown):
continue
site_enrollment_plans.append(
{
"id": str(rid).strip() if rid else _make_row_id(),
"siteId": str(site_id or "").strip(),
"siteName": str(site_name or "").strip(),
"target": _to_int(target, 0),
"startDate": _to_date_str(start_date),
"endDate": _to_date_str(end_date),
"note": str(note or "").strip(),
"stageBreakdown": str(stage_breakdown or "").strip(),
}
)
monitoring_strategies = []
ws = wb["监查计划策略"] if "监查计划策略" in wb.sheetnames else None
if ws:
for row in ws.iter_rows(min_row=2, values_only=True):
rid, strategy_type, detail, frequency, updated_at, enabled = row[:6]
if _is_empty(rid, strategy_type, detail, frequency, updated_at, enabled):
continue
monitoring_strategies.append(
{
"id": str(rid).strip() if rid else _make_row_id(),
"strategyType": str(strategy_type or "").strip(),
"detail": str(detail or "").strip(),
"frequency": str(frequency or "").strip(),
"updatedAt": _to_datetime_str(updated_at) or datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
"enabled": _to_bool(enabled, True),
}
)
center_confirm = []
ws = wb["中心确认"] if "中心确认" in wb.sheetnames else None
if ws:
for row in ws.iter_rows(min_row=2, values_only=True):
rid, site_id, site_name, confirmer, confirm_status, confirm_date, note = row[:7]
if _is_empty(rid, site_id, site_name, confirmer, confirm_status, confirm_date, note):
continue
center_confirm.append(
{
"id": str(rid).strip() if rid else _make_row_id(),
"siteId": str(site_id or "").strip(),
"siteName": str(site_name or "").strip(),
"confirmer": str(confirmer or "").strip(),
"confirmStatus": str(confirm_status or "待确认").strip() or "待确认",
"confirmDate": _to_date_str(confirm_date),
"note": str(note or "").strip(),
}
)
return StudySetupConfigData.model_validate(
{
"projectMilestones": project_milestones,
"enrollmentPlan": enrollment_plan,
"siteMilestones": site_milestones,
"siteEnrollmentPlans": site_enrollment_plans,
"monitoringStrategies": monitoring_strategies,
"centerConfirm": center_confirm,
}
)