更新日报相关功能
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@@ -68,33 +68,84 @@ func erpDocAmount(tid string, docTypes []string, from, to time.Time) (float64, i
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return round2f(sum), int64(len(docs))
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}
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// erpDashboardTrend 近 6 个月采购/销售趋势
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// erpDashboardTrend 看板趋势点。Month 保留旧字段（兼容旧页面），Label 为图表 x 轴文案
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type erpDashboardTrend struct {
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Month string `json:"month"`
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Label string `json:"label"`
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Buy float64 `json:"buy"`
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Sale float64 `json:"sale"`
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}
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// erpDashboardCore 经营看板：本月购销/毛利、今日销售、库存价值、往来余额、待办、趋势、预警
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func erpDashboardCore(a erpActor) map[string]interface{} {
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tid := a.Tid
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monthFrom, monthTo := erpMonthRange(0)
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// 不能用 time.Now().Truncate(24*time.Hour)：它按「自零时起算的绝对时长」取整，
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// 在东八区得到的是 UTC 零点（本地 08:00），会把当天 00:00–08:00 的单据漏掉。
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now := time.Now()
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todayFrom := time.Date(now.Year(), now.Month(), now.Day(), 0, 0, 0, 0, time.Local)
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// erpDashboardPeriod 解析看板统计周期：week|month|quarter|year，缺省或非法值回落 month
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func erpDashboardPeriod(raw string) string {
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switch p := strings.ToLower(strings.TrimSpace(raw)); p {
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case "week", "quarter", "year":
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return p
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default:
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return "month"
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}
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}
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buyAmt, buyCnt := erpDocAmount(tid, []string{models.ErpDocPurchaseIn}, monthFrom, monthTo)
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saleAmt, saleCnt := erpDocAmount(tid, []string{models.ErpDocSalesOut}, monthFrom, monthTo)
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backAmt, _ := erpDocAmount(tid, []string{models.ErpDocSalesReturn}, monthFrom, monthTo)
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todaySale, todayCnt := erpDocAmount(tid, []string{models.ErpDocSalesOut}, todayFrom, todayFrom.AddDate(0, 0, 1))
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// erpPeriodSpan 趋势分桶：Key 用于把单据日期映射到桶，Label 是图表 x 轴文案
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type erpPeriodSpan struct {
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Key string
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Label string
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}
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// 本月毛利（出库流水成本口径）
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// erpPeriodRange 返回周期区间 [from, to)、中文标签与趋势分桶。
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// 周/月按天分桶，季度按 3 个月分桶，年度按 12 个月分桶。
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func erpPeriodRange(period string, now time.Time) (time.Time, time.Time, string, []erpPeriodSpan) {
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switch period {
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case "week":
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// 周一为一周起点；Go 的 Sunday=0，需要换算成「距本周一的天数」
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offset := (int(now.Weekday()) + 6) % 7
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from := time.Date(now.Year(), now.Month(), now.Day(), 0, 0, 0, 0, time.Local).AddDate(0, 0, -offset)
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names := []string{"周一", "周二", "周三", "周四", "周五", "周六", "周日"}
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spans := make([]erpPeriodSpan, 0, 7)
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for i := 0; i < 7; i++ {
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d := from.AddDate(0, 0, i)
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spans = append(spans, erpPeriodSpan{Key: d.Format("2006-01-02"), Label: names[i]})
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}
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return from, from.AddDate(0, 0, 7), "本周", spans
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case "quarter":
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q := (int(now.Month()) - 1) / 3
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from := time.Date(now.Year(), time.Month(q*3+1), 1, 0, 0, 0, 0, time.Local)
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spans := make([]erpPeriodSpan, 0, 3)
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for i := 0; i < 3; i++ {
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m := from.AddDate(0, i, 0)
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spans = append(spans, erpPeriodSpan{Key: m.Format("2006-01"), Label: fmt.Sprintf("%d月", int(m.Month()))})
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}
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return from, from.AddDate(0, 3, 0), "本季度", spans
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case "year":
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from := time.Date(now.Year(), 1, 1, 0, 0, 0, 0, time.Local)
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spans := make([]erpPeriodSpan, 0, 12)
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for i := 1; i <= 12; i++ {
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spans = append(spans, erpPeriodSpan{Key: fmt.Sprintf("%04d-%02d", now.Year(), i), Label: fmt.Sprintf("%d月", i)})
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}
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return from, from.AddDate(1, 0, 0), "本年", spans
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default: // month
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from := time.Date(now.Year(), now.Month(), 1, 0, 0, 0, 0, time.Local)
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to := from.AddDate(0, 1, 0)
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spans := make([]erpPeriodSpan, 0, 31)
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for d := from; d.Before(to); d = d.AddDate(0, 0, 1) {
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spans = append(spans, erpPeriodSpan{Key: d.Format("2006-01-02"), Label: fmt.Sprintf("%d日", d.Day())})
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}
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return from, to, "本月", spans
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}
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}
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// erpDashboardStats 区间内购销/毛利统计（只认已生效单据与库存流水）
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func erpDashboardStats(tid string, from, to time.Time) map[string]interface{} {
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buyAmt, buyCnt := erpDocAmount(tid, []string{models.ErpDocPurchaseIn}, from, to)
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saleAmt, saleCnt := erpDocAmount(tid, []string{models.ErpDocSalesOut}, from, to)
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backAmt, _ := erpDocAmount(tid, []string{models.ErpDocSalesReturn}, from, to)
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// 毛利按出库流水成本口径
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var ledgers []models.ErpStockLedger
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_, _ = models.Orm.QueryTable(new(models.ErpStockLedger)).
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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("create_time__gte", monthFrom).Filter("create_time__lt", monthTo).
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Filter("create_time__gte", from).Filter("create_time__lt", to).
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All(&ledgers, "direction", "total_cost")
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var cost float64
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for _, l := range ledgers {
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@@ -105,6 +156,82 @@ func erpDashboardCore(a erpActor) map[string]interface{} {
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}
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}
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profit := saleAmt - backAmt - cost
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rate := 0.0
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if saleAmt-backAmt > 0.005 {
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rate = round2f(profit / (saleAmt - backAmt) * 100)
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}
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return map[string]interface{}{
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"purchase_amount": buyAmt, "purchase_count": buyCnt,
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"sales_amount": saleAmt, "sales_count": saleCnt,
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"return_amount": backAmt, "cost": round2f(cost),
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"profit": round2f(profit), "profit_rate": rate,
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}
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}
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// erpDashboardPeriodTrend 当前周期内的购销分布：一次查出单据后按分桶汇总，
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// 避免「每个点都打一次库」（年度 12 点、月度 31 点）。
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func erpDashboardPeriodTrend(tid string, from, to time.Time, period string, spans []erpPeriodSpan) []erpDashboardTrend {
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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.ErpDocPurchaseIn, models.ErpDocSalesOut}).
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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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All(&docs, "doc_type", "biz_date", "actual_amount")
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index := make(map[string]int, len(spans))
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for i, s := range spans {
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index[s.Key] = i
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}
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buy := make([]float64, len(spans))
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sale := make([]float64, len(spans))
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for _, d := range docs {
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key := d.BizDate.Format("2006-01-02")
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if period == "quarter" || period == "year" {
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key = d.BizDate.Format("2006-01")
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}
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i, ok := index[key]
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if !ok {
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continue
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}
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if d.DocType == models.ErpDocPurchaseIn {
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buy[i] += d.ActualAmount
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} else {
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sale[i] += d.ActualAmount
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}
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}
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list := make([]erpDashboardTrend, 0, len(spans))
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for i, s := range spans {
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list = append(list, erpDashboardTrend{
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Month: s.Key, Label: s.Label,
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Buy: round2f(buy[i]), Sale: round2f(sale[i]),
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})
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}
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return list
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}
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// erpDashboardCore 经营看板：所选周期的购销/毛利、今日销售、库存价值、往来余额、
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// 待办、近 6 个月趋势、当前周期趋势与预警。period 取 week|month|quarter|year，缺省 month。
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// month 字段保持「本月」口径不变，供旧页面与小程序继续使用；current 为所选周期。
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func erpDashboardCore(a erpActor, periodRaw string) map[string]interface{} {
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tid := a.Tid
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period := erpDashboardPeriod(periodRaw)
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now := time.Now()
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monthFrom, monthTo := erpMonthRange(0)
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monthStats := erpDashboardStats(tid, monthFrom, monthTo)
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periodFrom, periodTo, periodLabel, spans := erpPeriodRange(period, now)
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current := monthStats
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if period != "month" {
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current = erpDashboardStats(tid, periodFrom, periodTo)
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}
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// 不能用 time.Now().Truncate(24*time.Hour)：它按「自零时起算的绝对时长」取整，
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// 在东八区得到的是 UTC 零点（本地 08:00），会把当天 00:00–08:00 的单据漏掉。
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todayFrom := time.Date(now.Year(), now.Month(), now.Day(), 0, 0, 0, 0, time.Local)
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todaySale, todayCnt := erpDocAmount(tid, []string{models.ErpDocSalesOut}, todayFrom, todayFrom.AddDate(0, 0, 1))
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var stocks []models.ErpStock
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_, _ = models.Orm.QueryTable(new(models.ErpStock)).Filter("tenant_id", tid).
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@@ -142,30 +269,29 @@ func erpDashboardCore(a erpActor) map[string]interface{} {
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f, t := erpMonthRange(-i)
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b, _ := erpDocAmount(tid, []string{models.ErpDocPurchaseIn}, f, t)
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s, _ := erpDocAmount(tid, []string{models.ErpDocSalesOut}, f, t)
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trendList = append(trendList, erpDashboardTrend{Month: f.Format("2006-01"), Buy: b, Sale: s})
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month := f.Format("2006-01")
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trendList = append(trendList, erpDashboardTrend{Month: month, Label: month, Buy: b, Sale: s})
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}
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return map[string]interface{}{
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"month": map[string]interface{}{
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"purchase_amount": buyAmt, "purchase_count": buyCnt,
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"sales_amount": saleAmt, "sales_count": saleCnt,
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"return_amount": backAmt, "cost": round2f(cost),
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"profit": round2f(profit),
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"profit_rate": func() float64 {
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if saleAmt-backAmt > 0.005 {
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return round2f(profit / (saleAmt - backAmt) * 100)
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}
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return 0
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}(),
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"period": period,
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"range": map[string]interface{}{
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"from": periodFrom.Format("2006-01-02"),
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"to": periodTo.AddDate(0, 0, -1).Format("2006-01-02"),
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"label": periodLabel,
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},
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"current": current,
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// 兼容旧调用方：month 始终是本月口径
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"month": monthStats,
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"today": map[string]interface{}{"sales_amount": todaySale, "sales_count": todayCnt},
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"stock": map[string]interface{}{"value": round2f(stockValue), "qty": round4f(stockQty)},
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"partner_bill": map[string]interface{}{
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"receivable": round2f(recv), "payable": round2f(pay), "net": round2f(recv - pay),
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},
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"todo": map[string]interface{}{"approval_pending": pendingTasks, "draft_docs": draftCnt},
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"trend": trendList,
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"warning": erpWarningCounts(tid),
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"todo": map[string]interface{}{"approval_pending": pendingTasks, "draft_docs": draftCnt},
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"trend": trendList,
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"period_trend": erpDashboardPeriodTrend(tid, periodFrom, periodTo, period, spans),
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"warning": erpWarningCounts(tid),
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}
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}
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