rai_data_summary.go 7.3 KB

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  1. package statistic_report
  2. import (
  3. "github.com/beego/beego/v2/client/orm"
  4. "github.com/rdlucklib/rdluck_tools/paging"
  5. "hongze/hz_crm_api/models/company"
  6. )
  7. // 时间区间数据结构
  8. type DateInterval struct {
  9. StartDate string `description:"合同开始日期"`
  10. EndDate string `description:"合同结束日期"`
  11. }
  12. type RaiDataSummaryListResp struct {
  13. List []*RaiDataSummaryResp
  14. }
  15. type RaiDataSummaryResp struct {
  16. DataType string `description:"时间区间"`
  17. DataList []*RaiDataSummaryDetail
  18. }
  19. type RaiDataSummaryDetail struct {
  20. SellerId int `description:"销售id"`
  21. SellerName string `description:"销售名称"`
  22. AddTrialCount string `description:"新增试用"`
  23. NewContractData string `description:"新签合同(金额/数量)"`
  24. ExpiredContractData string `description:"到期合同(金额/数量)"`
  25. RenewedContractData string `description:"续约合同(金额/数量)"`
  26. RenewalRateData string `description:"续约率(金额/数量)"`
  27. ConfirmedNoRenewalContractData string `description:"确认不续约合同(金额/数量)"`
  28. ConfirmNonRenewalRateData string `description:"确认不续约率(金额/数量)"`
  29. SignedClientCount string `description:"签约客户数量"`
  30. AverageRevenueCount string `description:"客单价"`
  31. InvoiceAmountCount string `description:"开票金额"`
  32. PaymentReceivedCount string `description:"到款金额"`
  33. UnpaidRatioCount string `description:"未到款比例"`
  34. NewCustomerInvoicingCount string `description:"新客开票"`
  35. NewCustomerPaymentsReceivedCount string `description:"新客到款"`
  36. }
  37. // 增量客户统计报表列表数据结构
  38. type IncrementalList struct {
  39. CompanyContractId int `description:"合同id"`
  40. ContractType string `description:"合同类型"`
  41. CompanyId int `description:"企业客户id"`
  42. CompanyName string `description:"企业客户名称"`
  43. ProductId int `description:"产品id"`
  44. ProductName string `description:"产品名称"`
  45. ProductStatus string `description:"产品名称"`
  46. CompanyProductId int `description:"客户购买产品授权id"`
  47. ContractCode string `description:"合同编码"`
  48. StartDate string `description:"合同开始日期"`
  49. EndDate string `description:"合同结束日期"`
  50. Money float64 `description:"合同金额"`
  51. PayMethod string `description:"付款方式"`
  52. PayChannel string `description:"付款渠道"`
  53. ImgUrl string `description:"合同图片"`
  54. CreateTime string `description:"合同创建时间"`
  55. ModifyTime string `description:"合同修改时间"`
  56. Status string `description:"合同审批状态,0:待审批,1:已审批;默认:1"`
  57. RegionType string `description:"企业客户所属区域;可选范围:国内,海外"`
  58. SellerId int `description:"归属销售id"`
  59. SellerName string `description:"归属销售名称"`
  60. SellerNameLast string `description:"合同到期之前最后所属归属销售名称"`
  61. ShareSeller string `description:"合同到期之前最后所属共享销售员"`
  62. ShareSellerLast string `description:"共享销售员"`
  63. ExpireDay string `description:"剩余可用天数"`
  64. PermissionList []*company.CompanyReportPermission `description:"产品权限"`
  65. Count int `json:"-" description:"合同数"`
  66. RenewalReason string `description:"未续约说明"`
  67. RenewalTodo string `description:"未续约说明中的待办事项说明"`
  68. PackageDifference string `description:"和上一份合同的区别"`
  69. AscribeContent string `description:"归因标签说明"`
  70. IsShowNoRenewedNote bool `description:"是否展示未续约备注按钮"`
  71. Content string `description:"归因内容说明"`
  72. PermissionName string `description:"权限名"`
  73. PermissionNameExport string `description:"权限名导出时使用"`
  74. PermissionNameStatus string `description:"权限状态"`
  75. CompanyProductStatus string `description:"客户状态"`
  76. //CompanyContractIdGroup string `description:"表company_contract合并的 company_contract_id"`
  77. IsUserMaker int `description:"近四周之内是否包含决策人互动过 ,0否,1是"`
  78. SellerNameInit string `description:"权益初始化销售"`
  79. SellerIdInit int `description:"权益初始化销售ID"`
  80. SellerIdLast int `description:"合同到期之前最后所属销售ID"`
  81. ShareSellerInit string `description:"共享销售员"`
  82. SysRealName string `description:"操作者名称"`
  83. Operation string `description:"操作"`
  84. RaiContractType string `description:"权益合同类型:枚举值:'新签合同','续约合同','补充协议'"`
  85. }
  86. // GetRaiDataSummaryList 获取增量客户报表列表数据(根据合同来展示)
  87. func GetRaiDataSummaryList(condition string, pars []interface{}) (items []*IncrementalList, err error) {
  88. o := orm.NewOrm()
  89. sql := `SELECT a.start_date,
  90. a.end_date,
  91. a.company_contract_id,
  92. a.money,
  93. a.rai_contract_type,
  94. a.seller_id_init,
  95. a.seller_name_init,
  96. a.share_seller_init,
  97. a.share_seller_id_init,
  98. a.seller_id_last,
  99. a.seller_name_last,
  100. a.share_seller_last,
  101. a.share_seller_id_last
  102. FROM company_contract a
  103. JOIN company b ON a.company_id = b.company_id
  104. JOIN company_product c ON a.company_id = c.company_id and a.product_id=c.product_id WHERE 1 = 1 `
  105. if condition != "" {
  106. sql += condition
  107. }
  108. sql += ` group by a.company_contract_id order by a.start_date desc,a.company_id desc `
  109. _, err = o.Raw(sql, pars).QueryRows(&items)
  110. return
  111. }
  112. type RaiDataSummaryPopupTypeResp struct {
  113. Paging *paging.PagingItem `description:"分页数据"`
  114. List []*RaiDataSummaryDetailResp `description:"列表"`
  115. }
  116. // 增量客户统计报表列表数据结构
  117. type RaiDataSummaryDetailResp struct {
  118. CompanyName string `description:"企业客户名称"`
  119. SellerName string `description:"归属销售名称"`
  120. AddType string `description:"新增类型"`
  121. CreateTime string `description:"创建时间"`
  122. }