优化合同个管理和产品管理相关功能
This commit is contained in:
@@ -0,0 +1,387 @@
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package controllers
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import (
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"fmt"
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"strings"
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"time"
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"server/models"
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beego "github.com/beego/beego/v2/server/web"
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)
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// BackendCrmDashboardController CRM 数据仪表盘：按时间维度聚合真实业务数据。
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type BackendCrmDashboardController struct {
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beego.Controller
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}
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/* ------------------------------ 时间维度 ------------------------------ */
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// crmPeriod 返回当前周期与上一个周期的起止时间（含当天）。
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func crmPeriod(r string) (curStart, curEnd, prevStart, prevEnd time.Time) {
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now := time.Now()
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y, m, d := now.Date()
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loc := now.Location()
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switch r {
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case "day":
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curStart = time.Date(y, m, d, 0, 0, 0, 0, loc)
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curEnd = curStart.Add(24*time.Hour - time.Second)
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prevStart = curStart.AddDate(0, 0, -1)
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prevEnd = curEnd.AddDate(0, 0, -1)
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case "week":
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wd := int(now.Weekday()) // 0 周日 ~ 6 周六
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if wd == 0 {
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wd = 7
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}
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monday := time.Date(y, m, d, 0, 0, 0, 0, loc).AddDate(0, 0, -(wd - 1))
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curStart = monday
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curEnd = monday.AddDate(0, 0, 7).Add(-time.Second)
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prevStart = monday.AddDate(0, 0, -7)
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prevEnd = curStart.Add(-time.Second)
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case "month":
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curStart = time.Date(y, m, 1, 0, 0, 0, 0, loc)
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curEnd = time.Date(y, m+1, 1, 0, 0, 0, 0, loc).Add(-time.Second)
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prevStart = time.Date(y, m-1, 1, 0, 0, 0, 0, loc)
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prevEnd = curStart.Add(-time.Second)
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case "quarter":
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q := (int(m) - 1) / 3
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qs := time.Date(y, time.Month(q*3+1), 1, 0, 0, 0, 0, loc)
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curStart = qs
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curEnd = qs.AddDate(0, 3, 0).Add(-time.Second)
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prevStart = qs.AddDate(0, -3, 0)
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prevEnd = curStart.Add(-time.Second)
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default: // year
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curStart = time.Date(y, 1, 1, 0, 0, 0, 0, loc)
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curEnd = time.Date(y+1, 1, 1, 0, 0, 0, 0, loc).Add(-time.Second)
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prevStart = time.Date(y-1, 1, 1, 0, 0, 0, 0, loc)
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prevEnd = curStart.Add(-time.Second)
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}
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return
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}
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// crmBucketExpr 按时间维度返回分桶表达式（0..n-1 的整数桶序号）。
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func crmBucketExpr(r, dateCol string) string {
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switch r {
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case "day":
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return fmt.Sprintf("FLOOR(HOUR(%s)/2)", dateCol) // 每 2 小时一桶，0~11
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case "week":
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return fmt.Sprintf("WEEKDAY(%s)", dateCol) // 周一=0 ~ 周日=6
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case "month":
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return fmt.Sprintf("DAY(%s)-1", dateCol) // 1日=0
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case "quarter":
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return fmt.Sprintf("(MONTH(%s)-1) %% 3", dateCol) // 季度内月序号 0~2
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default:
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return fmt.Sprintf("MONTH(%s)-1", dateCol) // 年内月序号 0~11
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}
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}
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// crmAxis 返回与分桶对齐的 X 轴文案。
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func crmAxis(r string, start time.Time) []string {
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loc := start.Location()
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switch r {
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case "day":
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ax := make([]string, 12)
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for i := 0; i < 12; i++ {
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ax[i] = fmt.Sprintf("%02d:00", i*2)
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}
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return ax
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case "week":
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return []string{"周一", "周二", "周三", "周四", "周五", "周六", "周日"}
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case "month":
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last := time.Date(start.Year(), start.Month()+1, 0, 0, 0, 0, 0, loc).Day()
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ax := make([]string, last)
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for i := 0; i < last; i++ {
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ax[i] = fmt.Sprintf("%d日", i+1)
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}
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return ax
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case "quarter":
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q := (int(start.Month()) - 1) / 3
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ax := make([]string, 3)
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for i := 0; i < 3; i++ {
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ax[i] = fmt.Sprintf("%d月", q*3+i+1)
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}
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return ax
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default:
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ax := make([]string, 12)
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for i := 0; i < 12; i++ {
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ax[i] = fmt.Sprintf("%d月", i+1)
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}
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return ax
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}
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}
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/* ------------------------------ 聚合查询 ------------------------------ */
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func crmCountWhere(tenantID, table, dateCol, extra string, start, end time.Time) float64 {
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var n int64
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sql := fmt.Sprintf(
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"SELECT COUNT(*) FROM %s WHERE tenant_id=? AND delete_time IS NULL AND %s BETWEEN ? AND ? %s",
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table, dateCol, extra,
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)
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if err := models.Orm.Raw(sql, tenantID, start, end).QueryRow(&n); err != nil {
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return 0
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}
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return float64(n)
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}
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func crmSumWhere(tenantID, table, dateCol, sumCol, extra string, start, end time.Time) float64 {
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var s float64
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sql := fmt.Sprintf(
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"SELECT COALESCE(SUM(%s),0) FROM %s WHERE tenant_id=? AND delete_time IS NULL AND %s BETWEEN ? AND ? %s",
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sumCol, table, dateCol, extra,
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)
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if err := models.Orm.Raw(sql, tenantID, start, end).QueryRow(&s); err != nil {
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return 0
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}
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return s
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}
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// crmSeriesWhere 按时间分桶返回序列（长度 = bucketCount，缺失桶补 0）。
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func crmSeriesWhere(tenantID, table, dateCol, metric, sumCol, extra, bucketExpr string, bucketCount int, start, end time.Time) []float64 {
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out := make([]float64, bucketCount)
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var rows []struct {
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B int `orm:"column(b)"`
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V float64 `orm:"column(v)"`
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}
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var sel string
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if metric == "sum" {
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sel = fmt.Sprintf("SELECT %s AS b, COALESCE(SUM(%s),0) AS v", bucketExpr, sumCol)
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} else {
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sel = fmt.Sprintf("SELECT %s AS b, COUNT(*) AS v", bucketExpr)
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}
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sql := fmt.Sprintf(
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"%s FROM %s WHERE tenant_id=? AND delete_time IS NULL AND %s BETWEEN ? AND ? %s GROUP BY b",
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sel, table, dateCol, extra,
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)
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if _, err := models.Orm.Raw(sql, tenantID, start, end).QueryRows(&rows); err != nil {
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return out
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}
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for _, row := range rows {
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if row.B >= 0 && row.B < bucketCount {
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out[row.B] = row.V
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}
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}
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return out
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}
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func crmRound1(v float64) float64 {
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return float64(int64(v*10+0.5)) / 10
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}
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/* ------------------------------ 实体定义 ------------------------------ */
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type dashEntity struct {
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table string
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dateCol string
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extra string
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}
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// crmCountEntities 计数的实体（新增客户/联系人/项目/合同/线索/商机/回访）。
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func crmCountEntities() map[string]dashEntity {
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return map[string]dashEntity{
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"newCustomer": {"yz_backend_erp_customer", "create_time", " AND in_pool=0 AND is_draft=0"},
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"newContact": {"yz_backend_contact_company", "create_time", " AND company_type='customer'"},
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"newProject": {"yz_backend_crm_project", "create_time", ""},
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"newContract": {"yz_backend_crm_contract", "create_time", ""},
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"newClue": {"yz_backend_crm_clue", "create_time", ""},
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"newChance": {"yz_backend_crm_business", "create_time", ""},
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"newVisit": {"yz_backend_crm_follow", "follow_time", " AND follow_time IS NOT NULL"},
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}
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}
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// crmSumEntities 求和的实体（各金额）。
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func crmSumEntities() map[string]dashEntity {
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return map[string]dashEntity{
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"projectAmount": {"yz_backend_crm_project", "create_time", ""},
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"contractAmount": {"yz_backend_crm_contract", "create_time", ""},
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"chanceAmount": {"yz_backend_crm_business", "create_time", ""},
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"paymentAmount": {"yz_backend_crm_payback", "create_time", ""},
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}
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}
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func crmAmountCol(key string) string {
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switch key {
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case "projectAmount":
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return "amount"
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case "contractAmount":
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return "total_amount"
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case "chanceAmount":
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return "amount"
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case "paymentAmount":
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return "received_amount"
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}
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return "amount"
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}
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/* ------------------------------ 主接口 ------------------------------ */
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// Summary GET /backend/crm/dashboard?range=day|week|month|quarter|year
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// 返回仪表盘所需的全部真实统计数据。
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func (c *BackendCrmDashboardController) Summary() {
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claims, err := pipelineClaims(&c.Controller)
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if err != nil {
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pipelineErr(&c.Controller, 401, 401, err.Error())
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return
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}
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tenantID := pipelineTenantID(claims)
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r := strings.TrimSpace(c.GetString("range"))
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valid := map[string]bool{"day": true, "week": true, "month": true, "quarter": true, "year": true}
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if !valid[r] {
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r = "month"
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}
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curStart, curEnd, prevStart, prevEnd := crmPeriod(r)
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axis := crmAxis(r, curStart)
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bucketCount := len(axis)
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bucketExpr := crmBucketExpr(r, "create_time")
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counts := crmCountEntities()
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sums := crmSumEntities()
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statKeys := []string{
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"newCustomer", "newContact", "newProject", "newContract", "newClue",
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"newChance", "projectAmount", "contractAmount", "chanceAmount", "paymentAmount", "newVisit",
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}
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stats := map[string]map[string]float64{}
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for _, k := range statKeys {
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var cur, prev float64
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if e, ok := counts[k]; ok {
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cur = crmCountWhere(tenantID, e.table, e.dateCol, e.extra, curStart, curEnd)
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prev = crmCountWhere(tenantID, e.table, e.dateCol, e.extra, prevStart, prevEnd)
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} else if e, ok := sums[k]; ok {
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col := crmAmountCol(k)
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cur = crmSumWhere(tenantID, e.table, e.dateCol, col, e.extra, curStart, curEnd)
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prev = crmSumWhere(tenantID, e.table, e.dateCol, col, e.extra, prevStart, prevEnd)
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}
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var trend float64
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if prev > 0 {
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trend = (cur - prev) / prev * 100
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} else if cur > 0 {
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trend = 100
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}
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stats[k] = map[string]float64{"value": crmRound1(cur), "trend": crmRound1(trend)}
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}
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// 趋势图：新增客户 / 新增商机 按桶分布
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customerSeries := crmSeriesWhere(tenantID, counts["newCustomer"].table, counts["newCustomer"].dateCol,
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"count", "", counts["newCustomer"].extra, crmBucketExpr(r, counts["newCustomer"].dateCol), bucketCount, curStart, curEnd)
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chanceSeries := crmSeriesWhere(tenantID, counts["newChance"].table, counts["newChance"].dateCol,
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"count", "", counts["newChance"].extra, crmBucketExpr(r, counts["newChance"].dateCol), bucketCount, curStart, curEnd)
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// 金额对比图：合同金额 / 回款金额 按桶分布
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contractSeries := crmSeriesWhere(tenantID, sums["contractAmount"].table, sums["contractAmount"].dateCol,
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"sum", "total_amount", sums["contractAmount"].extra, bucketExpr, bucketCount, curStart, curEnd)
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paymentSeries := crmSeriesWhere(tenantID, sums["paymentAmount"].table, sums["paymentAmount"].dateCol,
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"sum", "received_amount", sums["paymentAmount"].extra, crmBucketExpr(r, sums["paymentAmount"].dateCol), bucketCount, curStart, curEnd)
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// 销售漏斗：线索 / 商机 / 合同 / 回款（期内各实体新增数）
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funnel := []map[string]interface{}{
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{"name": "线索", "value": crmCountWhere(tenantID, counts["newClue"].table, counts["newClue"].dateCol, counts["newClue"].extra, curStart, curEnd)},
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{"name": "商机", "value": crmCountWhere(tenantID, counts["newChance"].table, counts["newChance"].dateCol, counts["newChance"].extra, curStart, curEnd)},
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{"name": "合同", "value": crmCountWhere(tenantID, counts["newContract"].table, counts["newContract"].dateCol, counts["newContract"].extra, curStart, curEnd)},
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{"name": "回款", "value": crmCountWhere(tenantID, sums["paymentAmount"].table, sums["paymentAmount"].dateCol, sums["paymentAmount"].extra, curStart, curEnd)},
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}
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// 线索来源分布
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var srcRows []struct {
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Source string `orm:"column(source)"`
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Cnt float64 `orm:"column(cnt)"`
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}
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srcSQL := "SELECT source, COUNT(*) AS cnt FROM yz_backend_crm_clue WHERE tenant_id=? AND delete_time IS NULL AND create_time BETWEEN ? AND ? GROUP BY source ORDER BY cnt DESC"
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_, _ = models.Orm.Raw(srcSQL, tenantID, curStart, curEnd).QueryRows(&srcRows)
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source := make([]map[string]interface{}, 0, len(srcRows))
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for _, row := range srcRows {
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name := strings.TrimSpace(row.Source)
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if name == "" {
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name = "未填写"
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}
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source = append(source, map[string]interface{}{"name": name, "value": row.Cnt})
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}
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// 销售业绩排行：按负责人合同金额 Top8，并补齐回款金额
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var rankRows []struct {
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OwnerUserID string `orm:"column(owner_user_id)"`
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OwnerUserName string `orm:"column(owner_user_name)"`
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Contract float64 `orm:"column(contract)"`
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}
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rankSQL := "SELECT owner_user_id, owner_user_name, COALESCE(SUM(total_amount),0) AS contract FROM yz_backend_crm_contract WHERE tenant_id=? AND delete_time IS NULL AND create_time BETWEEN ? AND ? GROUP BY owner_user_id, owner_user_name ORDER BY contract DESC LIMIT 8"
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_, _ = models.Orm.Raw(rankSQL, tenantID, curStart, curEnd).QueryRows(&rankRows)
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paymentMap := map[string]float64{}
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var payRows []struct {
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OwnerUserID string `orm:"column(owner_user_id)"`
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Payment float64 `orm:"column(payment)"`
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}
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paySQL := "SELECT owner_user_id, COALESCE(SUM(received_amount),0) AS payment FROM yz_backend_crm_payback WHERE tenant_id=? AND delete_time IS NULL AND create_time BETWEEN ? AND ? GROUP BY owner_user_id"
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_, _ = models.Orm.Raw(paySQL, tenantID, curStart, curEnd).QueryRows(&payRows)
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for _, row := range payRows {
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paymentMap[row.OwnerUserID] = row.Payment
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}
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rank := make([]map[string]interface{}, 0, len(rankRows))
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for _, row := range rankRows {
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name := strings.TrimSpace(row.OwnerUserName)
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if name == "" {
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name = "未知"
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}
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rank = append(rank, map[string]interface{}{
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"name": name,
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"dept": "",
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"contract": crmRound1(row.Contract),
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"payment": crmRound1(paymentMap[row.OwnerUserID]),
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})
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}
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// 最新回访
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var visitRows []struct {
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RelatedName string `orm:"column(related_name)"`
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FollowType string `orm:"column(follow_type)"`
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Content string `orm:"column(content)"`
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OwnerUserName string `orm:"column(owner_user_name)"`
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FollowTime *time.Time `orm:"column(follow_time)"`
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}
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visitSQL := "SELECT related_name, follow_type, content, owner_user_name, follow_time FROM yz_backend_crm_follow WHERE tenant_id=? AND delete_time IS NULL AND follow_time IS NOT NULL ORDER BY follow_time DESC LIMIT 6"
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_, _ = models.Orm.Raw(visitSQL, tenantID).QueryRows(&visitRows)
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visits := make([]map[string]interface{}, 0, len(visitRows))
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for _, row := range visitRows {
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way := strings.TrimSpace(row.FollowType)
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if way == "" {
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way = "其他"
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}
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user := strings.TrimSpace(row.OwnerUserName)
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if user == "" {
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user = "未知"
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}
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timeStr := ""
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if row.FollowTime != nil {
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timeStr = row.FollowTime.Format("01-02 15:04")
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}
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visits = append(visits, map[string]interface{}{
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"customer": row.RelatedName,
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"way": way,
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"content": row.Content,
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"user": user,
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"time": timeStr,
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})
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}
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pipelineOk(&c.Controller, map[string]interface{}{
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"range": r,
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"stats": stats,
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"trend": map[string]interface{}{
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"axis": axis,
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"customer": customerSeries,
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"chance": chanceSeries,
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},
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"funnel": funnel,
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"amount": map[string]interface{}{
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"axis": axis,
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"contract": contractSeries,
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"payment": paymentSeries,
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},
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"source": source,
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"rank": rank,
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"visits": visits,
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})
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}
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Reference in New Issue
Block a user