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hero920103 committed
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package controllers
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import (
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"sort"
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"strings"
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"time"
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"server/models"
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)
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// BackendErpReportController 进销存报表：购销汇总、收发存、毛利、客户RFM、经营看板
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//
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// 统计口径全部来自「已生效」单据与库存流水，草稿/审批中/作废不参与，
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// 这样报表数字与账务（往来账、库存结存）永远一致。
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type BackendErpReportController struct {
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BackendErpBaseController
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}
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// reportRange 解析日期区间，默认当月
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func (c *BackendErpReportController) reportRange() (time.Time, time.Time) {
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from, to := erpMonthRange(0)
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if d := strings.TrimSpace(c.GetString("date_from")); d != "" {
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if t, e := time.ParseInLocation("2006-01-02", d, time.Local); e == nil {
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from = t
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}
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}
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if d := strings.TrimSpace(c.GetString("date_to")); d != "" {
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if t, e := time.ParseInLocation("2006-01-02", d, time.Local); e == nil {
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to = t.AddDate(0, 0, 1)
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}
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}
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return from, to
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}
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func erpMonthRange(offsetMonths int) (time.Time, time.Time) {
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now := time.Now()
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first := time.Date(now.Year(), now.Month()+time.Month(offsetMonths), 1, 0, 0, 0, 0, time.Local)
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return first, first.AddDate(0, 1, 0)
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}
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// approvedDocIDs 区间内已生效单据ID（按类型）
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func erpApprovedDocIDs(tid string, docTypes []string, from, to time.Time, partnerID uint64) []uint64 {
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qs := models.Orm.QueryTable(new(models.ErpDocument)).
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Filter("tenant_id", tid).
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Filter("doc_type__in", docTypes).
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Filter("status", models.ErpDocStatusApproved).
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Filter("delete_time__isnull", true).
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Filter("biz_date__gte", from).Filter("biz_date__lt", to)
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if partnerID > 0 {
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qs = qs.Filter("partner_id", partnerID)
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}
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var rows []models.ErpDocument
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_, _ = qs.All(&rows, "id")
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ids := make([]uint64, 0, len(rows))
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for _, r := range rows {
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ids = append(ids, r.ID)
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}
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return ids
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}
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func erpItemsByDocs(tid string, docIDs []uint64) []models.ErpDocumentItem {
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if len(docIDs) == 0 {
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return nil
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}
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var out []models.ErpDocumentItem
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_, _ = models.Orm.QueryTable(new(models.ErpDocumentItem)).
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Filter("tenant_id", tid).Filter("doc_id__in", docIDs).All(&out)
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return out
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}
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// PurchaseSummary GET /backend/erp/report/purchase 采购汇总（dimension=product|supplier|month）
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func (c *BackendErpReportController) PurchaseSummary() {
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cl, err := c.claims()
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if c.denied(err) {
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return
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}
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tid := c.tid(cl)
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from, to := c.reportRange()
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group := erpReportDimension(c.GetString("dimension"))
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items, docPartner, returnItems := erpSummaryDocs(tid, models.ErpDocPurchaseIn,
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models.ErpDocPurchaseReturn, from, to, erpUintParam(c.GetString("partner_id")))
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c.ok(erpSummaryReportData(group, items, docPartner, returnItems))
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}
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// SalesSummary GET /backend/erp/report/sales 销售汇总（dimension=product|customer|month）
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func (c *BackendErpReportController) SalesSummary() {
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cl, err := c.claims()
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if c.denied(err) {
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return
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}
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tid := c.tid(cl)
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from, to := c.reportRange()
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group := erpReportDimension(c.GetString("dimension"))
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items, docPartner, returnItems := erpSummaryDocs(tid, models.ErpDocSalesOut,
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models.ErpDocSalesReturn, from, to, erpUintParam(c.GetString("partner_id")))
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c.ok(erpSummaryReportData(group, items, docPartner, returnItems))
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}
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// Rank GET /backend/erp/report/rank 热销/滞销排行
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func (c *BackendErpReportController) Rank() {
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cl, err := c.claims()
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if c.denied(err) {
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return
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}
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from, to := c.reportRange()
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top, _ := c.GetInt("top", 10)
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asc := strings.TrimSpace(c.GetString("order")) == "asc"
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data, code, msg := erpSalesRankCore(erpNewActor(cl), from, to, top, asc)
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if msg != "" {
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c.fail(code, code, msg)
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return
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}
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c.ok(data)
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}
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// StockMove GET /backend/erp/report/stockmove 收发存汇总表
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// 期末取自库存结存，本期收发取自库存流水，期初=期末-(入-出)，保证与账实一致。
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func (c *BackendErpReportController) StockMove() {
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cl, err := c.claims()
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if c.denied(err) {
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return
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}
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from, to := c.reportRange()
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page, pageSize := c.pageArgs()
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list, total, summary, code, msg := erpStockMoveCore(
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erpNewActor(cl), from, to,
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erpUintParam(c.GetString("warehouse_id")),
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c.GetString("keyword"),
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page, pageSize,
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)
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if msg != "" {
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c.fail(code, code, msg)
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return
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}
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c.Data["json"] = map[string]interface{}{
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"code": 200, "msg": "success",
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"data": map[string]interface{}{
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"list": list, "total": total, "page": page, "pageSize": pageSize,
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"summary": summary,
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},
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}
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_ = c.ServeJSON()
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}
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// Profit GET /backend/erp/report/profit 毛利分析：收入=销售出库金额-销售退货金额，
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// 成本取库存流水的实际出库成本（移动加权），不受手工录入影响。
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func (c *BackendErpReportController) Profit() {
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cl, err := c.claims()
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if c.denied(err) {
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return
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}
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from, to := c.reportRange()
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data, code, msg := erpProfitCore(erpNewActor(cl), from, to)
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if msg != "" {
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c.fail(code, code, msg)
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return
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}
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c.ok(data)
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}
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// RFM GET /backend/erp/report/rfm 客户价值分层（R最近购买/F频次/M金额）
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func (c *BackendErpReportController) RFM() {
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cl, err := c.claims()
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if c.denied(err) {
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return
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}
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tid := c.tid(cl)
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var docs []models.ErpDocument
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_, _ = models.Orm.QueryTable(new(models.ErpDocument)).
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Filter("tenant_id", tid).
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Filter("doc_type__in", []string{models.ErpDocSalesOut, models.ErpDocSalesReturn}).
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Filter("status", models.ErpDocStatusApproved).
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Filter("delete_time__isnull", true).All(&docs)
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now := time.Now()
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type row struct {
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CustomerID uint64 `json:"customer_id"`
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CustomerName string `json:"customer_name"`
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RDays int `json:"r_days"`
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FCount int `json:"f_count"`
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MAmount float64 `json:"m_amount"`
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RScore int `json:"r_score"`
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FScore int `json:"f_score"`
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MScore int `json:"m_score"`
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Segment string `json:"segment"`
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LastDate string `json:"last_date"`
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}
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agg := map[uint64]*row{}
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for _, d := range docs {
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if d.PartnerID == 0 {
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continue
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}
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r := agg[d.PartnerID]
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if r == nil {
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r = &row{CustomerID: d.PartnerID, CustomerName: d.PartnerName, RDays: 99999}
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agg[d.PartnerID] = r
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}
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amount := d.ActualAmount
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if d.DocType == models.ErpDocSalesReturn {
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// 退货只冲减金额，不计购买频次、不影响最近购买时间
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r.MAmount -= amount
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continue
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}
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r.FCount++
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r.MAmount += amount
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if d.BizDate.After(now.AddDate(0, 0, -r.RDays)) {
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days := int(now.Sub(d.BizDate).Hours() / 24)
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if days < r.RDays {
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r.RDays = days
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r.LastDate = d.BizDate.Format("2006-01-02")
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}
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}
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}
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list := make([]*row, 0, len(agg))
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rs, fs, ms := make([]float64, 0, len(agg)), make([]float64, 0, len(agg)), make([]float64, 0, len(agg))
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for _, r := range agg {
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list = append(list, r)
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rs = append(rs, float64(r.RDays))
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fs = append(fs, float64(r.FCount))
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ms = append(ms, r.MAmount)
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}
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rMed := erpMedian(rs)
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fMed := erpMedian(fs)
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mMed := erpMedian(ms)
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for _, r := range list {
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r.MAmount = round2f(r.MAmount)
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r.RScore = erpHighScore(float64(r.RDays), rMed, true) // R 越小越好
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r.FScore = erpHighScore(float64(r.FCount), fMed, false)
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r.MScore = erpHighScore(r.MAmount, mMed, false)
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r.Segment = erpRFMSegment(r.RScore, r.FScore, r.MScore)
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}
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sort.Slice(list, func(i, j int) bool {
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if list[i].MAmount != list[j].MAmount {
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return list[i].MAmount > list[j].MAmount
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}
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return list[i].CustomerID < list[j].CustomerID
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})
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segCount := map[string]int{}
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for _, r := range list {
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segCount[r.Segment]++
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}
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c.ok(map[string]interface{}{
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"list": list, "median": map[string]float64{"r": rMed, "f": fMed, "m": mMed},
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"segment_counts": segCount,
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})
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}
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// Dashboard GET /backend/erp/report/dashboard 经营看板
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func (c *BackendErpReportController) Dashboard() {
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cl, err := c.claims()
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if c.denied(err) {
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return
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}
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c.ok(erpDashboardCore(erpNewActor(cl)))
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}
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// ---- 汇总报表共用：聚合实现见 erp_report_core.go ----
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func absFloat(v float64) float64 {
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if v < 0 {
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return -v
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}
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return v
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}
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func erpDocPartnerMap(ids []uint64) map[uint64]models.ErpDocument {
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out := map[uint64]models.ErpDocument{}
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if len(ids) == 0 {
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return out
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}
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var docs []models.ErpDocument
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_, _ = models.Orm.QueryTable(new(models.ErpDocument)).
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Filter("id__in", ids).All(&docs, "id", "partner_id", "partner_name", "biz_date")
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for _, d := range docs {
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out[d.ID] = d
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}
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return out
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}
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func keysOfU64[V any](m map[uint64]V) []uint64 {
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out := make([]uint64, 0, len(m))
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for k := range m {
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out = append(out, k)
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}
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return out
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}
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func erpMedian(v []float64) float64 {
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if len(v) == 0 {
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return 0
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}
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c := append([]float64{}, v...)
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sort.Float64s(c)
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n := len(c)
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if n%2 == 1 {
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return c[n/2]
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}
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return (c[n/2-1] + c[n/2]) / 2
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}
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// erpHighScore 1=高于中位数（好），0=低于中位数；reverse=true 表示值越小越好
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func erpHighScore(v, med float64, reverse bool) int {
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if reverse {
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if v <= med {
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return 1
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}
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return 0
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}
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if v >= med {
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return 1
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}
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return 0
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}
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func erpRFMSegment(r, f, m int) string {
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switch {
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case r == 1 && f == 1 && m == 1:
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return "重要价值客户"
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case r == 1 && f == 0 && m == 1:
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return "重要发展客户"
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case r == 0 && f == 1 && m == 1:
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return "重要保持客户"
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case r == 0 && f == 0 && m == 1:
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return "重要挽留客户"
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case r == 1 && f == 1 && m == 0:
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return "一般价值客户"
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case r == 1 && f == 0 && m == 0:
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return "一般发展客户"
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case r == 0 && f == 1 && m == 0:
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return "一般保持客户"
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default:
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return "一般挽留客户"
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}
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}
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// erpErpPendingTaskCount 待当前用户审批的进销存单据数
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func erpErpPendingTaskCount(tid, uid uint64) int64 {
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var rows []models.ApprovalTask
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_, _ = models.Orm.QueryTable(new(models.ApprovalTask)).
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Filter("tid", tid).Filter("approver_id", uid).
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Filter("status", models.ApprovalTaskPending).
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Filter("biz_type__startswith", "erp_").
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Filter("is_deleted", 0).All(&rows, "id")
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return int64(len(rows))
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}
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