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@@ -17,6 +17,7 @@ import (
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"hongze/hz_crm_api/services"
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"hongze/hz_crm_api/services/alarm_msg"
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contractService "hongze/hz_crm_api/services/contract"
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+ cygxService "hongze/hz_crm_api/services/cygx"
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fmsService "hongze/hz_crm_api/services/fms"
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"hongze/hz_crm_api/services/statistic_report"
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"hongze/hz_crm_api/utils"
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@@ -111,6 +112,225 @@ func getQueryParams(condition string, pars []interface{}, sysUser *system.Admin,
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return
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}
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+// getQueryParamsInit 获取基础查询信息（最开始关联的销售信息）
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+func getQueryParamsInit(condition string, pars []interface{}, sysUser *system.Admin, tableAlias string) (newCondition string, newPars []interface{}) {
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+ if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FICC_ADMIN {
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+ condition += " AND " + tableAlias + "product_id=?"
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+ pars = append(pars, 1)
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+ } else if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_RAI_ADMIN {
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+ condition += " AND " + tableAlias + "product_id=?"
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+ pars = append(pars, 2)
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+ } else if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_ADMIN || sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FINANCE {
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+ //超级管理员账户，不做条件限制
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+ } else {
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+ //如果不是研究员，那么去找对应的 部门、小组、销售
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+ if sysUser.Authority == 0 {
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+ //普通用户
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+ condition += " AND a.seller_id_init=?"
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+ pars = append(pars, sysUser.AdminId)
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+ } else if sysUser.Authority == 1 {
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+ //部门主管
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+ condition += " AND " + tableAlias + "department_id=?"
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+ pars = append(pars, sysUser.DepartmentId)
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+ } else if sysUser.Authority == 2 && sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_RAI_GROUP {
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+ //权益小组负责人
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+ condition += " AND " + tableAlias + "group_id=?"
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+ pars = append(pars, sysUser.GroupId)
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+ } else if sysUser.Authority == 2 && sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FICC_GROUP {
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+ //ficc销售主管
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+ pid, err := company.GetParentIdFromGroup(sysUser.GroupId)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ return
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+ }
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+ var ids []*string
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+ if pid != nil && *pid != 0 {
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+ ids, err = company.GetGroupIdsByParentId(*pid)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ }
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+ } else {
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+ ids, err = company.GetGroupIdsByParentId(sysUser.GroupId)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ }
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+ }
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+ var idSlice []string
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+ var sid string
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+ for _, id := range ids {
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+ idSlice = append(idSlice, *id)
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+ }
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+ //加入父级groupId
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+ if *pid > 0 {
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+ idSlice = append(idSlice, strconv.Itoa(*pid))
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+ } else {
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+ idSlice = append(idSlice, strconv.Itoa(sysUser.GroupId))
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+ }
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+ sid = strings.Join(idSlice, ",")
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+ condition += " AND " + tableAlias + `group_id IN (` + sid + `) `
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+ fmt.Println("condition:", condition)
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+ //pars = append(pars, sysUser.GroupId)
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+ } else if sysUser.Authority == 4 {
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+ //ficc小组负责人
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+ condition += " AND " + tableAlias + "group_id=?"
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+ pars = append(pars, sysUser.GroupId)
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+ } else {
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+ //不知道什么类型的用户（后面新增的位置类型客户）
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+ condition += " AND a.seller_id_init=?"
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+ pars = append(pars, sysUser.AdminId)
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+ }
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+ }
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+ newCondition = condition
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+ newPars = pars
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+ return
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+}
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+
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+// getQueryParams 获取基础查询信息（最开始关联的销售信息）
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+func getQueryParamsLast(condition string, pars []interface{}, sysUser *system.Admin, tableAlias string) (newCondition string, newPars []interface{}) {
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+ if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FICC_ADMIN {
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+ condition += " AND " + tableAlias + "product_id=?"
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+ pars = append(pars, 1)
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+ } else if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_RAI_ADMIN {
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+ condition += " AND " + tableAlias + "product_id=?"
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+ pars = append(pars, 2)
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+ } else if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_ADMIN || sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FINANCE {
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+ //超级管理员账户，不做条件限制
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+ } else {
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+ //如果不是研究员，那么去找对应的 部门、小组、销售
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+ if sysUser.Authority == 0 {
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+ //普通用户
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+ condition += " AND c.seller_id_last=?"
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+ pars = append(pars, sysUser.AdminId)
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+ } else if sysUser.Authority == 1 {
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+ //部门主管
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+ condition += " AND " + tableAlias + "department_id=?"
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+ pars = append(pars, sysUser.DepartmentId)
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+ } else if sysUser.Authority == 2 && sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_RAI_GROUP {
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+ //权益小组负责人
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+ condition += " AND " + tableAlias + "group_id=?"
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+ pars = append(pars, sysUser.GroupId)
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+ } else if sysUser.Authority == 2 && sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FICC_GROUP {
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+ //ficc销售主管
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+ pid, err := company.GetParentIdFromGroup(sysUser.GroupId)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ return
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+ }
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+ var ids []*string
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+ if pid != nil && *pid != 0 {
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+ ids, err = company.GetGroupIdsByParentId(*pid)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ }
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+ } else {
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+ ids, err = company.GetGroupIdsByParentId(sysUser.GroupId)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ }
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+ }
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+ var idSlice []string
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+ var sid string
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+ for _, id := range ids {
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+ idSlice = append(idSlice, *id)
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+ }
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+ //加入父级groupId
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+ if *pid > 0 {
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+ idSlice = append(idSlice, strconv.Itoa(*pid))
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+ } else {
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+ idSlice = append(idSlice, strconv.Itoa(sysUser.GroupId))
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+ }
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+ sid = strings.Join(idSlice, ",")
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+ condition += " AND " + tableAlias + `group_id IN (` + sid + `) `
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+ fmt.Println("condition:", condition)
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+ //pars = append(pars, sysUser.GroupId)
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+ } else if sysUser.Authority == 4 {
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+ //ficc小组负责人
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+ condition += " AND " + tableAlias + "group_id=?"
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+ pars = append(pars, sysUser.GroupId)
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+ } else {
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+ //不知道什么类型的用户（后面新增的位置类型客户）
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+ condition += " AND c.seller_id_last=?"
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+ pars = append(pars, sysUser.AdminId)
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+ }
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+ }
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+ newCondition = condition
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+ newPars = pars
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+ return
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+}
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+
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+// getQueryParamsLastCompanyProduct 获取基础查询信息（最后一次正式转试用的时间点）
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+func getQueryParamsLastCompanyProduct(condition string, pars []interface{}, sysUser *system.Admin, tableAlias string) (newCondition string, newPars []interface{}) {
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+ if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FICC_ADMIN {
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+ condition += " AND " + tableAlias + "product_id=?"
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+ pars = append(pars, 1)
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+ } else if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_RAI_ADMIN {
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+ condition += " AND " + tableAlias + "product_id=?"
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+ pars = append(pars, 2)
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+ } else if sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_ADMIN || sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FINANCE {
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+ //超级管理员账户，不做条件限制
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+ } else {
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+ //如果不是研究员，那么去找对应的 部门、小组、销售
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+ if sysUser.Authority == 0 {
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+ //普通用户
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+ condition += " AND " + tableAlias + "seller_id_last=?"
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+ pars = append(pars, sysUser.AdminId)
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+ } else if sysUser.Authority == 1 {
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+ //部门主管
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+ condition += " AND " + tableAlias + "department_id=?"
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+ pars = append(pars, sysUser.DepartmentId)
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+ } else if sysUser.Authority == 2 && sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_RAI_GROUP {
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+ //权益小组负责人
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+ condition += " AND " + tableAlias + "group_id=?"
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+ pars = append(pars, sysUser.GroupId)
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+ } else if sysUser.Authority == 2 && sysUser.RoleTypeCode == utils.ROLE_TYPE_CODE_FICC_GROUP {
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+ //ficc销售主管
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+ pid, err := company.GetParentIdFromGroup(sysUser.GroupId)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ return
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+ }
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+ var ids []*string
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+ if pid != nil && *pid != 0 {
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+ ids, err = company.GetGroupIdsByParentId(*pid)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ }
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+ } else {
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+ ids, err = company.GetGroupIdsByParentId(sysUser.GroupId)
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+ if err != nil {
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+ fmt.Println(err.Error())
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+ }
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+ }
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+ var idSlice []string
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+ var sid string
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+ for _, id := range ids {
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+ idSlice = append(idSlice, *id)
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+ }
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+ //加入父级groupId
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+ if *pid > 0 {
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+ idSlice = append(idSlice, strconv.Itoa(*pid))
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+ } else {
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+ idSlice = append(idSlice, strconv.Itoa(sysUser.GroupId))
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+ }
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+ sid = strings.Join(idSlice, ",")
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+ condition += " AND " + tableAlias + `group_id IN (` + sid + `) `
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+ fmt.Println("condition:", condition)
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+ //pars = append(pars, sysUser.GroupId)
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+ } else if sysUser.Authority == 4 {
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+ //ficc小组负责人
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+ condition += " AND " + tableAlias + "group_id=?"
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+ pars = append(pars, sysUser.GroupId)
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+ } else {
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+ //不知道什么类型的用户（后面新增的位置类型客户）
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+ condition += " AND " + tableAlias + "seller_id_last=?"
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+ pars = append(pars, sysUser.AdminId)
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+ }
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+ }
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+ newCondition = condition
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+ newPars = pars
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+ return
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+}
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+
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// Home
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// @Title 获取首页工作台数据
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// @Description 获取首页工作台数据接口
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@@ -2339,35 +2559,218 @@ func StackCompanyListExport(this *StatisticReportController, dataType string, re
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br.Msg = "导出成功"
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}
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-// 获取历史的数据
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-func getHistoryStackCompanyList(sysUser *system.Admin, currentIndex, pageSize, isConfirm, companyAscribeId int, adminId, regionType, companyType, dataType, tryOutType, date, keyword string) (returnData response.StackCompanyListResp, err error) {
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- if date == "" {
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- err = errors.New("请选择日期")
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+// StackCompanyListExportRai 获取存量客户数据报表导出
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+func StackCompanyListExportRai(this *StatisticReportController, dataType string, resp response.StackCompanyListResp, br *models.BaseResponse) {
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+ dir, err := os.Executable()
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+ exPath := filepath.Dir(dir)
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+ downLoadnFilePath := exPath + "/" + time.Now().Format(utils.FormatDateTimeUnSpace) + ".xlsx"
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+ xlsxFile := xlsx.NewFile()
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+ if err != nil {
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+ br.Msg = "生成文件失败"
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+ br.ErrMsg = "生成文件失败"
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return
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}
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-
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- var startSize int
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- if pageSize <= 0 {
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- pageSize = utils.PageSize20
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- }
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- if currentIndex <= 0 {
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- currentIndex = 1
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+ style := xlsx.NewStyle()
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+ alignment := xlsx.Alignment{
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+ Horizontal: "center",
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+ Vertical: "center",
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+ WrapText: true,
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}
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- startSize = utils.StartIndex(currentIndex, pageSize)
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- var condition string
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- var pars []interface{}
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+ style.Alignment = alignment
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+ style.ApplyAlignment = true
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- //条件
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- condition += ` AND date = ? `
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- pars = append(pars, date)
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+ sheel, err := xlsxFile.AddSheet("存量客户数据")
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+ if err != nil {
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+ br.Msg = "新增Sheet失败"
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+ br.ErrMsg = "新增Sheet失败,Err:" + err.Error()
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+ return
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+ }
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+ sheel.SetColWidth(0, 0, 30)
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+ sheel.SetColWidth(1, 1, 15)
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+ sheel.SetColWidth(2, 2, 15)
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+ sheel.SetColWidth(3, 3, 18)
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- var conditionAscribRai string // 处理权益未续约客户检索列表SQL查询条件
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- var parsAscribeRai []interface{}
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- //是否确认续约 CRM 13.9
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- if isConfirm != -1 {
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- var conditionConfirm string
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- var parsConfirm []interface{}
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+ //统计数据
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+ statisticRow := sheel.AddRow()
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+
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+ cell1 := statisticRow.AddCell()
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+ cell1.SetStyle(style)
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+ cell1.SetValue(fmt.Sprint("新签客户数：", resp.NewCompanyTotal))
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+
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+ cell2 := statisticRow.AddCell()
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+ cell2.SetStyle(style)
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+ cell2.SetValue(fmt.Sprint("续约客户数：", resp.RenewalCompanyTotal))
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+
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+ cell3 := statisticRow.AddCell()
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+ cell3.SetStyle(style)
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+ cell3.SetValue(fmt.Sprint("未续约客户数：", resp.NotRenewalCompanyTotal))
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+ //表头
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+
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+ titleRow := sheel.AddRow()
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+
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+ cellName := titleRow.AddCell()
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+ cellName.SetStyle(style)
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+ cellName.SetValue("客户名称")
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+
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+ cellProName := titleRow.AddCell()
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+ cellProName.SetStyle(style)
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+ cellProName.SetValue("客户类型")
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+
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+ cellSellerName := titleRow.AddCell()
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+ cellSellerName.SetStyle(style)
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+ cellSellerName.SetValue("所属销售")
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+
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+ switch dataType {
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+ case "未续约客户":
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+ cellTime := titleRow.AddCell()
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+ cellTime.SetStyle(style)
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+ cellTime.SetValue("最近合同到期时间")
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+
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+ cellRemark := titleRow.AddCell()
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+ cellRemark.SetStyle(style)
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+ cellRemark.SetValue("未续约说明")
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+
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+ cellDay := titleRow.AddCell()
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+ cellDay.SetStyle(style)
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+ cellDay.SetValue("超出过期天数")
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+
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+ cellAscribeContent := titleRow.AddCell()
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+ cellAscribeContent.SetStyle(style)
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+ cellAscribeContent.SetValue("不续约归因")
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+
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+ cellContent := titleRow.AddCell()
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+ cellContent.SetStyle(style)
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+ cellContent.SetValue("详细原因")
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+ default:
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+
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+ cellShareSeller := titleRow.AddCell()
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+ cellShareSeller.SetStyle(style)
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+ cellShareSeller.SetValue("服务销售")
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+
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+ cellTime := titleRow.AddCell()
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+ cellTime.SetStyle(style)
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+ cellTime.SetValue("合同期限")
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+
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+ cellMoney := titleRow.AddCell()
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+ cellMoney.SetStyle(style)
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+ cellMoney.SetValue("合同金额")
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+
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+ cellPermissionName := titleRow.AddCell()
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+ cellPermissionName.SetStyle(style)
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|
|
+ cellPermissionName.SetValue("签约套餐")
|
|
|
+ }
|
|
|
+
|
|
|
+ for _, v := range resp.List {
|
|
|
+ dataRow := sheel.AddRow()
|
|
|
+ dataRow.SetHeight(20)
|
|
|
+
|
|
|
+ cellDataName := dataRow.AddCell()
|
|
|
+ cellDataName.SetStyle(style)
|
|
|
+ cellDataName.SetValue(v.CompanyName)
|
|
|
+
|
|
|
+ cellDataProName := dataRow.AddCell()
|
|
|
+ cellDataProName.SetStyle(style)
|
|
|
+ cellDataProName.SetValue(v.ProductName)
|
|
|
+
|
|
|
+ cellDataSellerName := dataRow.AddCell()
|
|
|
+ cellDataSellerName.SetStyle(style)
|
|
|
+ cellDataSellerName.SetValue(v.SellerName)
|
|
|
+
|
|
|
+ if dataType != "未续约客户" {
|
|
|
+ cellDataShareSeller := dataRow.AddCell()
|
|
|
+ cellDataShareSeller.SetStyle(style)
|
|
|
+ cellDataShareSeller.SetValue(v.ShareSeller)
|
|
|
+ }
|
|
|
+
|
|
|
+ cellDataTime := dataRow.AddCell()
|
|
|
+ cellDataTime.SetStyle(style)
|
|
|
+ switch dataType {
|
|
|
+ case "新签客户":
|
|
|
+ cellDataTime.SetValue(fmt.Sprint(v.StartDate, " ~ ", v.EndDate))
|
|
|
+ case "续约客户":
|
|
|
+ cellDataTime.SetValue(fmt.Sprint(v.StartDate, " ~ ", v.EndDate))
|
|
|
+ case "未续约客户":
|
|
|
+ cellDataTime.SetValue(v.EndDate)
|
|
|
+
|
|
|
+ //未续约说明
|
|
|
+ cellDataRemark := dataRow.AddCell()
|
|
|
+ cellDataRemark.SetStyle(style)
|
|
|
+ cellDataRemark.SetValue(v.RenewalReason)
|
|
|
+
|
|
|
+ cellDay := dataRow.AddCell()
|
|
|
+ cellDay.SetStyle(style)
|
|
|
+ cellDay.SetValue(v.ExpireDay)
|
|
|
+ }
|
|
|
+
|
|
|
+ if dataType == "新签客户" || dataType == "续约客户" {
|
|
|
+ cellMoney := dataRow.AddCell()
|
|
|
+ cellMoney.SetStyle(style)
|
|
|
+ cellMoney.SetValue(v.Money)
|
|
|
+
|
|
|
+ cellPermissionName := dataRow.AddCell()
|
|
|
+ cellPermissionName.SetStyle(style)
|
|
|
+ cellPermissionName.SetValue(v.PermissionName)
|
|
|
+ }
|
|
|
+
|
|
|
+ switch dataType {
|
|
|
+ case "未续约客户":
|
|
|
+ cellAscribeContent := dataRow.AddCell()
|
|
|
+ cellAscribeContent.SetStyle(style)
|
|
|
+ cellAscribeContent.SetValue(v.AscribeContent)
|
|
|
+
|
|
|
+ cellContent := dataRow.AddCell()
|
|
|
+ cellContent.SetStyle(style)
|
|
|
+ cellContent.SetValue(v.Content)
|
|
|
+ }
|
|
|
+
|
|
|
+ }
|
|
|
+ err = xlsxFile.Save(downLoadnFilePath)
|
|
|
+ if err != nil {
|
|
|
+ br.Msg = "保存文件失败"
|
|
|
+ br.ErrMsg = "保存文件失败"
|
|
|
+ return
|
|
|
+ }
|
|
|
+ randStr := time.Now().Format(utils.FormatDateTimeUnSpace)
|
|
|
+ downloadFileName := "存量客户数据_" + randStr + ".xlsx"
|
|
|
+ this.Ctx.Output.Download(downLoadnFilePath, downloadFileName)
|
|
|
+ defer func() {
|
|
|
+ os.Remove(downLoadnFilePath)
|
|
|
+ }()
|
|
|
+ br.Ret = 200
|
|
|
+ br.Success = true
|
|
|
+ br.Msg = "导出成功"
|
|
|
+}
|
|
|
+
|
|
|
+// 获取历史的数据
|
|
|
+func getHistoryStackCompanyList(sysUser *system.Admin, currentIndex, pageSize, isConfirm, companyAscribeId int, adminId, regionType, companyType, dataType, tryOutType, date, keyword string) (returnData response.StackCompanyListResp, err error) {
|
|
|
+ if date == "" {
|
|
|
+ err = errors.New("请选择日期")
|
|
|
+ return
|
|
|
+ }
|
|
|
+
|
|
|
+ var startSize int
|
|
|
+ if pageSize <= 0 {
|
|
|
+ pageSize = utils.PageSize20
|
|
|
+ }
|
|
|
+ if currentIndex <= 0 {
|
|
|
+ currentIndex = 1
|
|
|
+ }
|
|
|
+ startSize = utils.StartIndex(currentIndex, pageSize)
|
|
|
+
|
|
|
+ var condition string
|
|
|
+ var pars []interface{}
|
|
|
+
|
|
|
+ //条件
|
|
|
+ condition += ` AND date = ? `
|
|
|
+ pars = append(pars, date)
|
|
|
+
|
|
|
+ var conditionAscribRai string // 处理权益未续约客户检索列表SQL查询条件
|
|
|
+ var parsAscribeRai []interface{}
|
|
|
+ //是否确认续约 CRM 13.9
|
|
|
+ if isConfirm != -1 {
|
|
|
+ var conditionConfirm string
|
|
|
+ var parsConfirm []interface{}
|
|
|
|
|
|
companyConfirmList, e := company.GetCompanyNoRenewedAscribeList(conditionConfirm, parsConfirm, 0, 0)
|
|
|
if e != nil && e.Error() != utils.ErrNoRow() {
|
|
|
@@ -3802,6 +4205,9 @@ func (this *StatisticReportController) IncrementalCompanyList() {
|
|
|
item.AscribeContent = mapGetCompanyAscribeContent[fmt.Sprint("CID_", item.CompanyId, "PID_", item.ProductId)]
|
|
|
item.Content = mapContent[fmt.Sprint("CID_", item.CompanyId, "PID_", item.ProductId)]
|
|
|
item.IsShowNoRenewedNote = mapNoRenewedNote[fmt.Sprint("CID_", item.CompanyId, "PID_", item.ProductId)]
|
|
|
+ if item.ProductId == utils.COMPANY_PRODUCT_RAI_ID { //权益客户的销售，按照创建时候对应的销售展示
|
|
|
+ item.SellerName = item.SellerNameInit
|
|
|
+ }
|
|
|
}
|
|
|
list = tmpList
|
|
|
dataTotal = total
|
|
|
@@ -5734,7 +6140,7 @@ func (this *StatisticReportController) InvoicePaymentList() {
|
|
|
}
|
|
|
if sellerIdstr != "" {
|
|
|
//sellerIds := strings.Split(sellerIdstr, ",")
|
|
|
- cond += ` AND (c.seller_id in (` +sellerIdstr+ `) OR d.seller_id in (` +sellerIdstr+ `))`
|
|
|
+ cond += ` AND (c.seller_id in (` + sellerIdstr + `) OR d.seller_id in (` + sellerIdstr + `))`
|
|
|
//pars = append(pars, sellerIds, sellerIds)
|
|
|
}
|
|
|
// 套餐筛选
|
|
|
@@ -6530,3 +6936,475 @@ func (this *StatisticReportController) UnusualRenewCompanyList() {
|
|
|
br.Msg = "获取成功"
|
|
|
br.Data = resp
|
|
|
}
|
|
|
+
|
|
|
+// StackCompanyListRai
|
|
|
+// @Title 获取权益存量客户数据列表
|
|
|
+// @Description 获取权益存量客户数据列表接口
|
|
|
+// @Param PageSize query int true "每页数据条数"
|
|
|
+// @Param CurrentIndex query int true "当前页页码，从1开始"
|
|
|
+// @Param Keyword query string true "客户名称"
|
|
|
+// @Param AdminId query string true "销售id，多个用英文逗号隔开，空字符串为全部"
|
|
|
+// @Param RegionType query string false "所属区域：传空字符串或者不传为全部,'国内','海外'"
|
|
|
+// @Param DataType query string false "报表类型，枚举值：`新签客户`，`续约客户`，`未续约客户`"
|
|
|
+// @Param TryOutType query string false " '试用'， '非试用' 非试用即为冻结/流失"
|
|
|
+// @Param IsExport query bool false "是否导出excel，默认是false"
|
|
|
+// @Param CompanyAscribeId query int false "归因ID"
|
|
|
+// @Success 200 {object} response.StackCompanyListResp
|
|
|
+// @router /stack_company_list_rai [get]
|
|
|
+func (this *StatisticReportController) StackCompanyListRai() {
|
|
|
+ br := new(models.BaseResponse).Init()
|
|
|
+ defer func() {
|
|
|
+ this.Data["json"] = br
|
|
|
+ this.ServeJSON()
|
|
|
+ }()
|
|
|
+
|
|
|
+ sysUser := this.SysUser
|
|
|
+ if sysUser == nil {
|
|
|
+ br.Msg = "请登录"
|
|
|
+ br.ErrMsg = "请登录，SysUser Is Empty"
|
|
|
+ br.Ret = 408
|
|
|
+ return
|
|
|
+ }
|
|
|
+
|
|
|
+ pageSize, _ := this.GetInt("PageSize")
|
|
|
+ currentIndex, _ := this.GetInt("CurrentIndex")
|
|
|
+
|
|
|
+ //是否导出报表
|
|
|
+ isExport, _ := this.GetBool("IsExport")
|
|
|
+ if isExport {
|
|
|
+ pageSize = 10000
|
|
|
+ currentIndex = 1
|
|
|
+ }
|
|
|
+
|
|
|
+ adminId := this.GetString("AdminId")
|
|
|
+ regionType := this.GetString("RegionType")
|
|
|
+ companyType := this.GetString("CompanyType")
|
|
|
+ dataType := this.GetString("DataType")
|
|
|
+ tryOutType := this.GetString("TryOutType")
|
|
|
+ keyword := this.GetString("Keyword")
|
|
|
+
|
|
|
+ companyAscribeId, _ := this.GetInt("CompanyAscribeId", -1) // CRM 13.9
|
|
|
+
|
|
|
+ var resp response.StackCompanyListResp
|
|
|
+ //历史统计数据
|
|
|
+ //获取实时统计数据（今天数据）
|
|
|
+ tmpResp, err := getTodayStackCompanyListV2Rai(sysUser, currentIndex, pageSize, companyAscribeId, adminId, regionType, companyType, dataType, tryOutType, keyword)
|
|
|
+ if err != nil {
|
|
|
+ br.Msg = "获取失败"
|
|
|
+ br.ErrMsg = "获取失败，Err:" + err.Error()
|
|
|
+ return
|
|
|
+ }
|
|
|
+ resp = tmpResp
|
|
|
+
|
|
|
+ //导出excel
|
|
|
+ if isExport {
|
|
|
+ StackCompanyListExportRai(this, dataType, resp, br)
|
|
|
+ return
|
|
|
+ }
|
|
|
+
|
|
|
+ br.Ret = 200
|
|
|
+ br.Success = true
|
|
|
+ br.Msg = "获取成功"
|
|
|
+ br.Data = resp
|
|
|
+}
|
|
|
+
|
|
|
+func getTodayStackCompanyListV2Rai(sysUser *system.Admin, currentIndex, pageSize, companyAscribeId int, adminId, regionType, companyType, dataType, tryOutType, keyword string) (returnData response.StackCompanyListResp, err error) {
|
|
|
+ var startSize int
|
|
|
+ if pageSize <= 0 {
|
|
|
+ pageSize = utils.PageSize20
|
|
|
+ }
|
|
|
+ if currentIndex <= 0 {
|
|
|
+ currentIndex = 1
|
|
|
+ }
|
|
|
+ startSize = utils.StartIndex(currentIndex, pageSize)
|
|
|
+
|
|
|
+ var condition, listCondition string
|
|
|
+ var pars, listPars []interface{}
|
|
|
+
|
|
|
+ today := utils.GetToday(utils.FormatDate)
|
|
|
+ //条件
|
|
|
+ var conditionAscribRai string // 处理权益未续约客户检索列表SQL查询条件
|
|
|
+ var parsAscribeRai []interface{}
|
|
|
+
|
|
|
+ //归因ID CRM 13.9
|
|
|
+ if companyAscribeId > 0 {
|
|
|
+ var conditionAscribe string
|
|
|
+ var parsAscribe []interface{}
|
|
|
+ conditionAscribe = " AND company_ascribe_id = ? "
|
|
|
+ parsAscribe = append(parsAscribe, companyAscribeId)
|
|
|
+ companyNoRenewedAscribeList, e := company.GetCompanyNoRenewedAscribeList(conditionAscribe, parsAscribe, 0, 0)
|
|
|
+ if e != nil && e.Error() != utils.ErrNoRow() {
|
|
|
+ err = errors.New("GetCompanyNoRenewedAscribeList" + e.Error())
|
|
|
+ return
|
|
|
+ }
|
|
|
+ var companyIds []int
|
|
|
+ if len(companyNoRenewedAscribeList) == 0 {
|
|
|
+ companyIds = append(companyIds, 0) // 给一个不存在的ID
|
|
|
+ } else {
|
|
|
+ for _, v := range companyNoRenewedAscribeList {
|
|
|
+ companyIds = append(companyIds, v.CompanyId)
|
|
|
+ }
|
|
|
+ }
|
|
|
+ conditionAscribRai += ` AND c.company_id IN (` + utils.GetOrmInReplace(len(companyIds)) + `)`
|
|
|
+ parsAscribeRai = append(parsAscribeRai, companyIds)
|
|
|
+ }
|
|
|
+
|
|
|
+ //if adminId != "" {
|
|
|
+ // //condition += ` AND c.seller_id in (` + adminId + `) `
|
|
|
+ // //pars = append(pars, adminId)
|
|
|
+ //} else {
|
|
|
+ // //根据当前角色来获取查询条件
|
|
|
+ // condition, pars = getQueryParamsInit(condition, pars, sysUser, "c.")
|
|
|
+ //
|
|
|
+ //}
|
|
|
+ if regionType != "" {
|
|
|
+ condition += ` AND b.region_type = ? `
|
|
|
+ pars = append(pars, regionType)
|
|
|
+ }
|
|
|
+ //关键字搜索
|
|
|
+ if keyword != "" {
|
|
|
+ condition += ` and b.company_name like "%` + keyword + `%" `
|
|
|
+ }
|
|
|
+
|
|
|
+ condition += ` AND a.product_id = ? `
|
|
|
+ pars = append(pars, 2)
|
|
|
+
|
|
|
+ var dataTotal, newCompanyTotal, renewalCompanyTotal, notRenewalCompanyTotal int
|
|
|
+ var notRenewalTryOut, notRenewalNotTryOut int
|
|
|
+ var list []*models.IncrementalList
|
|
|
+
|
|
|
+ //var condition1 string
|
|
|
+ //var pars1 []interface{}
|
|
|
+ //新签客户数
|
|
|
+ {
|
|
|
+ //if adminId != "" {
|
|
|
+ // //condition += ` AND c.seller_id in (` + adminId + `) `
|
|
|
+ // //pars = append(pars, adminId)
|
|
|
+ //} else {
|
|
|
+ // //根据当前角色来获取查询条件
|
|
|
+ // condition, pars = getQueryParamsInit(condition, pars, sysUser, "c.")
|
|
|
+ //
|
|
|
+ //}
|
|
|
+ condition1 := condition
|
|
|
+ pars1 := pars
|
|
|
+ if adminId != "" {
|
|
|
+ condition1 += ` AND a.seller_id_init in (` + adminId + `) `
|
|
|
+ } else {
|
|
|
+ condition1, pars1 = getQueryParamsInit(condition1, pars1, sysUser, "c.")
|
|
|
+ //condition1 += condition2
|
|
|
+ //pars1 = append(pars1, pars2)
|
|
|
+ }
|
|
|
+
|
|
|
+ //condition1 += condition
|
|
|
+ //pars1 := pars
|
|
|
+ //condition1 += ` AND c.status = "正式" `
|
|
|
+ condition1 += ` AND a.start_date <= ? AND a.end_date >= ? `
|
|
|
+ pars1 = append(pars1, today, today)
|
|
|
+ condition1 += ` AND a.contract_type = ? `
|
|
|
+ pars1 = append(pars1, "新签合同")
|
|
|
+
|
|
|
+ total, countErr := models.GetIncrementalNewCompanyCount(condition1, pars1)
|
|
|
+ if countErr != nil && countErr.Error() != utils.ErrNoRow() {
|
|
|
+ err = countErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+ newCompanyTotal = total
|
|
|
+
|
|
|
+ if dataType == "新签客户" {
|
|
|
+ //页表页数据总和
|
|
|
+ total, countErr = models.GetTodayStackCompanyProductCount(condition1, pars1)
|
|
|
+ if countErr != nil && countErr.Error() != utils.ErrNoRow() {
|
|
|
+ err = countErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+ dataTotal = total
|
|
|
+ listCondition = condition1
|
|
|
+ listPars = pars1
|
|
|
+ }
|
|
|
+ }
|
|
|
+
|
|
|
+ //续约客户数
|
|
|
+ {
|
|
|
+ condition1 := condition
|
|
|
+ pars1 := pars
|
|
|
+ if adminId != "" {
|
|
|
+ condition1 += ` AND a.seller_id_init in (` + adminId + `) `
|
|
|
+ } else {
|
|
|
+ condition1, pars1 = getQueryParamsInit(condition1, pars1, sysUser, "c.")
|
|
|
+ }
|
|
|
+ //condition1 += condition
|
|
|
+ //pars1 = append(pars1, pars)
|
|
|
+ //pars1 := pars
|
|
|
+ //condition1 += ` AND c.status = "正式" `
|
|
|
+ condition1 += ` AND a.start_date <= ? AND a.end_date >= ? `
|
|
|
+ pars1 = append(pars1, today, today)
|
|
|
+ condition1 += ` AND a.contract_type = ? `
|
|
|
+ pars1 = append(pars1, "续约合同")
|
|
|
+
|
|
|
+ //额外条件（续约合同的起始日期包含在所选时间段内且不包含在新签合同存续期内的客户）
|
|
|
+ pars1 = append(pars1, today)
|
|
|
+ total, countErr := models.GetIncrementalNewCompanyCountV2(condition1, pars1)
|
|
|
+ if countErr != nil && countErr.Error() != utils.ErrNoRow() {
|
|
|
+ err = countErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+ renewalCompanyTotal = total
|
|
|
+
|
|
|
+ if dataType == "续约客户" {
|
|
|
+ //页表页数据总和
|
|
|
+ total, countErr = models.GetTodayStackCompanyProductCountV2(condition1, pars1)
|
|
|
+ if countErr != nil && countErr.Error() != utils.ErrNoRow() {
|
|
|
+ err = countErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+ dataTotal = total
|
|
|
+ listCondition = condition1
|
|
|
+ listPars = pars1
|
|
|
+ }
|
|
|
+ }
|
|
|
+ //未续约客户数
|
|
|
+ {
|
|
|
+ condition1 := condition
|
|
|
+ pars1 := pars
|
|
|
+ if adminId != "" {
|
|
|
+ //condition1 += ` AND a.seller_id_last in (` + adminId + `) `
|
|
|
+ condition1 += ` AND c.seller_id_last in (` + adminId + `) `
|
|
|
+ } else {
|
|
|
+ condition1, pars1 = getQueryParamsLastCompanyProduct(condition1, pars1, sysUser, "c.")
|
|
|
+ }
|
|
|
+
|
|
|
+ //condition1 += condition
|
|
|
+ //pars1 = append(pars1, pars)
|
|
|
+
|
|
|
+ //condition1 := condition
|
|
|
+ //pars1 := pars
|
|
|
+ condition1 += ` AND c.status not in ("永续","正式") AND a.create_time <= ? `
|
|
|
+ pars1 = append(pars1, time.Now().Format(utils.FormatDateTime))
|
|
|
+ condition1 += ` AND a.operation = 'try_out' `
|
|
|
+
|
|
|
+ total, countErr := models.GetIncrementalCompanyCountByOperationRecord(condition1, pars1)
|
|
|
+ if countErr != nil && countErr.Error() != utils.ErrNoRow() {
|
|
|
+ err = countErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+
|
|
|
+ notRenewalCompanyTotal = total
|
|
|
+ condition1 += conditionAscribRai
|
|
|
+ pars1 = append(pars1, parsAscribeRai)
|
|
|
+ if dataType == "未续约客户" {
|
|
|
+ //页表页数据总和
|
|
|
+ //统计数据
|
|
|
+ for _, v := range []string{"试用", "非试用"} {
|
|
|
+ totalCondition1 := condition1
|
|
|
+ totalPars1 := pars1
|
|
|
+ var tmpTotal int
|
|
|
+ if v == "试用" {
|
|
|
+ totalCondition1 += ` AND c.status = "试用" `
|
|
|
+ tmpTotal, err = models.GetIncrementalCompanyProductCountByOperationRecord(totalCondition1, totalPars1)
|
|
|
+ if err != nil {
|
|
|
+ return
|
|
|
+ }
|
|
|
+ notRenewalTryOut = tmpTotal
|
|
|
+ } else if v == "非试用" {
|
|
|
+ totalCondition1 += ` AND c.status IN ("冻结","流失") `
|
|
|
+ tmpTotal, err = models.GetIncrementalCompanyProductCountByOperationRecord(totalCondition1, totalPars1)
|
|
|
+ if err != nil && err.Error() != utils.ErrNoRow() {
|
|
|
+ return
|
|
|
+ }
|
|
|
+ notRenewalNotTryOut = tmpTotal
|
|
|
+ }
|
|
|
+
|
|
|
+ }
|
|
|
+ //列表数据数量
|
|
|
+ if tryOutType == "试用" {
|
|
|
+ condition1 += ` AND c.status = "试用" `
|
|
|
+ total = notRenewalTryOut
|
|
|
+ } else if tryOutType == "非试用" {
|
|
|
+ condition1 += ` AND c.status IN ("冻结","流失") `
|
|
|
+ total = notRenewalNotTryOut
|
|
|
+ }
|
|
|
+
|
|
|
+ //total, countErr := models.GetIncrementalCompanyProductCountByOperationRecord(condition1, pars1)
|
|
|
+ //if countErr != nil && countErr.Error() != utils.ErrNoRow() {
|
|
|
+ // err = countErr
|
|
|
+ // return
|
|
|
+ //}
|
|
|
+
|
|
|
+ dataTotal = total
|
|
|
+ listCondition = condition1
|
|
|
+ listPars = pars1
|
|
|
+ if tryOutType == "试用" {
|
|
|
+ listCondition += ` AND c.status = "试用" `
|
|
|
+ } else if tryOutType == "非试用" {
|
|
|
+ listCondition += ` AND c.status IN ("冻结","流失") `
|
|
|
+ }
|
|
|
+ tmpList, countErr := models.GetIncrementalCompanyListByOperationRecordLast(listCondition, listPars, startSize, pageSize)
|
|
|
+ if countErr != nil {
|
|
|
+ err = countErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+ for i := 0; i < len(tmpList); i++ {
|
|
|
+ endDateTime, parseErr := time.Parse(utils.FormatDateTime, tmpList[i].CreateTime)
|
|
|
+ if parseErr != nil {
|
|
|
+ err = parseErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+ tmpList[i].EndDate = endDateTime.Format(utils.FormatDate)
|
|
|
+ }
|
|
|
+ list = tmpList
|
|
|
+
|
|
|
+ }
|
|
|
+ }
|
|
|
+
|
|
|
+ switch dataType {
|
|
|
+ case "新签客户":
|
|
|
+ tmpList, countErr := models.GetTodayStackCompanyList(listCondition, listPars, startSize, pageSize)
|
|
|
+ if countErr != nil {
|
|
|
+ err = countErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+ list = tmpList
|
|
|
+ case "续约客户":
|
|
|
+ tmpList, countErr := models.GetTodayStackCompanyListV2(listCondition, listPars, startSize, pageSize)
|
|
|
+ if countErr != nil {
|
|
|
+ err = countErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+ list = tmpList
|
|
|
+ }
|
|
|
+
|
|
|
+ if dataType == "续约客户" {
|
|
|
+ var ids []string
|
|
|
+ oldCompanyMap := make(map[int]*models.IncrementalList)
|
|
|
+ oldMoneyMap := make(map[int]float64)
|
|
|
+ countMap := make(map[int]int)
|
|
|
+ for _, item := range list {
|
|
|
+ ids = append(ids, strconv.Itoa(item.CompanyId))
|
|
|
+ }
|
|
|
+ if len(ids) > 0 {
|
|
|
+ idStr := strings.Join(ids, ",")
|
|
|
+ lists, contractErr := models.GetLastContractMoney(idStr)
|
|
|
+ if contractErr != nil {
|
|
|
+ err = contractErr
|
|
|
+ return
|
|
|
+ }
|
|
|
+
|
|
|
+ for _, item := range lists {
|
|
|
+ _, countOk := countMap[item.CompanyId]
|
|
|
+ _, ok := oldCompanyMap[item.CompanyId]
|
|
|
+ if !ok {
|
|
|
+ oldCompanyMap[item.CompanyId] = item
|
|
|
+ oldMoneyMap[item.CompanyId] = item.Money
|
|
|
+ } else if !countOk {
|
|
|
+ countMap[item.CompanyId] = 1
|
|
|
+ oldCompanyMap[item.CompanyId] = item
|
|
|
+ }
|
|
|
+ }
|
|
|
+
|
|
|
+ //给list赋值
|
|
|
+ for _, item := range list {
|
|
|
+ if item.ProductName == "权益" {
|
|
|
+ oldMoney, _ := oldMoneyMap[item.CompanyId]
|
|
|
+ lastContract, _ := oldCompanyMap[item.CompanyId]
|
|
|
+ if oldMoney > lastContract.Money {
|
|
|
+ item.PackageDifference = "增加套餐"
|
|
|
+ } else if oldMoney < lastContract.Money {
|
|
|
+ item.PackageDifference = "减少套餐"
|
|
|
+ } else {
|
|
|
+ item.PackageDifference = "维持套餐"
|
|
|
+ }
|
|
|
+ }
|
|
|
+ }
|
|
|
+ }
|
|
|
+ }
|
|
|
+
|
|
|
+ var ascribecompanyIds []int
|
|
|
+ for _, item := range list {
|
|
|
+ ascribecompanyIds = append(ascribecompanyIds, item.CompanyId)
|
|
|
+ }
|
|
|
+ //归因标签
|
|
|
+ mapGetCompanyAscribeContent, mapContent := services.GetCompanyAscribeContentMap(ascribecompanyIds)
|
|
|
+ mapNoRenewedNote := services.GetCompanyNoRenewedNoteMap(ascribecompanyIds)
|
|
|
+ mapIsUserMaker := cygxService.GetCompanyProductIsUserMakerByCompanyIds(ascribecompanyIds) //根据公司ID获取近四周之内有决策人互动的客户
|
|
|
+ for _, item := range list {
|
|
|
+ item.AscribeContent = mapGetCompanyAscribeContent[fmt.Sprint("CID_", item.CompanyId, "PID_", item.ProductId)]
|
|
|
+ item.Content = mapContent[fmt.Sprint("CID_", item.CompanyId, "PID_", item.ProductId)]
|
|
|
+ item.IsShowNoRenewedNote = mapNoRenewedNote[fmt.Sprint("CID_", item.CompanyId, "PID_", item.ProductId)]
|
|
|
+ }
|
|
|
+
|
|
|
+ listLen := len(list)
|
|
|
+ var companyContractIds []int
|
|
|
+ for i := 0; i < listLen; i++ {
|
|
|
+ item := list[i]
|
|
|
+
|
|
|
+ //剩余可用天数
|
|
|
+ expireDay := "0"
|
|
|
+ endDateTime, _ := time.Parse(utils.FormatDate, item.EndDate)
|
|
|
+ var sub time.Duration
|
|
|
+ if dataType != "未续约客户" {
|
|
|
+ endDateTime = endDateTime.AddDate(0, 0, 1)
|
|
|
+ sub = endDateTime.Sub(time.Now())
|
|
|
+ //if sub < 0 {
|
|
|
+ // sub = 0
|
|
|
+ //}
|
|
|
+ } else {
|
|
|
+ sub = time.Now().Sub(endDateTime)
|
|
|
+ }
|
|
|
+ expireDay = fmt.Sprintf("%v", int(sub.Hours()/24))
|
|
|
+ list[i].ExpireDay = expireDay
|
|
|
+ companyContractIds = append(companyContractIds, item.CompanyContractId)
|
|
|
+ }
|
|
|
+
|
|
|
+ //合并合同所对应的权限
|
|
|
+ mappermissionName, err := cygxService.GetCompanyContractPermissionNameMapById(companyContractIds)
|
|
|
+ if err != nil {
|
|
|
+ return
|
|
|
+ }
|
|
|
+ for _, v := range list {
|
|
|
+ v.PermissionName = mappermissionName[v.CompanyContractId]
|
|
|
+ }
|
|
|
+
|
|
|
+ var stackCompanyStatisticList []*models.StackCompanyStatisticList
|
|
|
+ for _, v := range list {
|
|
|
+ stackCompanyStatistic := models.StackCompanyStatisticList{
|
|
|
+ Type: dataType,
|
|
|
+ CompanyId: v.CompanyId,
|
|
|
+ CompanyName: v.CompanyName,
|
|
|
+ ProductId: v.ProductId,
|
|
|
+ ProductName: v.ProductName,
|
|
|
+ ContractNum: v.Count,
|
|
|
+ SellerId: v.SellerId,
|
|
|
+ SellerName: v.SellerNameInit,
|
|
|
+ ShareSeller: v.ShareSellerInit,
|
|
|
+ Date: today,
|
|
|
+ StartDate: v.StartDate,
|
|
|
+ EndDate: v.EndDate,
|
|
|
+ RegionType: v.RegionType,
|
|
|
+ //CreateTime :v.CreateTime,
|
|
|
+ CreateTimeStr: v.CreateTime,
|
|
|
+ ExpireDay: v.ExpireDay,
|
|
|
+ RenewalReason: v.RenewalReason,
|
|
|
+ RenewalTodo: v.RenewalTodo,
|
|
|
+ Status: v.Status,
|
|
|
+ PackageDifference: v.PackageDifference,
|
|
|
+ AscribeContent: v.AscribeContent,
|
|
|
+ IsShowNoRenewedNote: v.IsShowNoRenewedNote,
|
|
|
+ Content: v.Content,
|
|
|
+ PermissionName: mappermissionName[v.CompanyContractId],
|
|
|
+ Money: v.Money,
|
|
|
+ IsUserMaker: mapIsUserMaker[v.CompanyId],
|
|
|
+ }
|
|
|
+ stackCompanyStatisticList = append(stackCompanyStatisticList, &stackCompanyStatistic)
|
|
|
+ }
|
|
|
+ page := paging.GetPaging(currentIndex, pageSize, dataTotal)
|
|
|
+ resp := response.StackCompanyListResp{
|
|
|
+ Paging: page,
|
|
|
+ List: stackCompanyStatisticList,
|
|
|
+ NewCompanyTotal: newCompanyTotal,
|
|
|
+ RenewalCompanyTotal: renewalCompanyTotal,
|
|
|
+ NotRenewalCompanyTotal: notRenewalCompanyTotal,
|
|
|
+ NotRenewalTryOut: notRenewalTryOut,
|
|
|
+ NotRenewalNotTryOut: notRenewalNotTryOut,
|
|
|
+ }
|
|
|
+ return resp, err
|
|
|
+}
|
