feat:3个报表

common/common-association/src/main/java/apelet/association/controller/MemberClueReportController.java

@@ -0,0 +1,377 @@
+package apelet.association.controller;
+
+import apelet.common.core.annotation.NoAuthInterface;
+import apelet.common.core.object.ObjectCollection;
+import apelet.common.core.object.ObjectValue;
+import apelet.common.core.object.ResponseResult;
+import apelet.common.generator.utils.OrmGenDataSourceUtil;
+import apelet.common.orm.impl.*;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RequestParam;
+import org.springframework.web.bind.annotation.RestController;
+
+import java.math.BigDecimal;
+import java.util.*;
+
+@RestController
+@RequestMapping("/tenantadmin/clue")
+public class MemberClueReportController {
+
+    @Autowired
+    private OrmGenDataSourceUtil ormGenDataSourceUtil;
+
+    /**
+     * 商机赢丢单分析
+     */
+    @NoAuthInterface
+    @GetMapping("/winLostAnalysis")
+    public ResponseResult<?> winLostAnalysis() {
+        // 查询所有商机（deleted_flag = 1）
+        Filter filter = new Filter();
+        filter.add(new FilterItem("deleted_flag", FilterItem.equals, 1));
+
+        Selector selector = new Selector();
+        // 通过 getList() 添加字段
+        selector.getList().add(new SelectorItem("stage_manifestation"));
+        selector.getList().add(new SelectorItem("predicted_price"));
+
+        ObjectCollection opportunities = ormGenDataSourceUtil.query("business_opportunities", filter, selector, new Sorter());
+
+        // 统计数据
+        int totalCount = 0;           // 商机总数
+        int winCount = 0;             // 赢单数（签订合同 stage_manifestation = '5'）
+        int lostCount = 0;            // 丢单数（丢单 stage_manifestation = '6'）
+        int otherCount = 0;           // 其他数
+
+        BigDecimal winAmount = BigDecimal.ZERO;      // 赢单金额
+        BigDecimal lostAmount = BigDecimal.ZERO;     // 丢单金额
+        BigDecimal otherAmount = BigDecimal.ZERO;    // 其他金额
+
+        for (int i = 0; i < opportunities.size(); i++) {
+            Map<String, Object> record = opportunities.getObject(i).getValues();
+            String stage = record.get("stage_manifestation") != null ? record.get("stage_manifestation").toString() : "";
+            BigDecimal price = record.get("predicted_price") != null ? new BigDecimal(record.get("predicted_price").toString()) : BigDecimal.ZERO;
+
+            totalCount++;
+
+            if ("5".equals(stage)) {
+                // 签订合同 = 赢单
+                winCount++;
+                winAmount = winAmount.add(price);
+            } else if ("6".equals(stage)) {
+                // 丢单
+                lostCount++;
+                lostAmount = lostAmount.add(price);
+            } else {
+                // 其他
+                otherCount++;
+                otherAmount = otherAmount.add(price);
+            }
+        }
+
+        // 计算比率（保留两位小数）
+        BigDecimal winRate = totalCount > 0 ? BigDecimal.valueOf(winCount)
+                .divide(BigDecimal.valueOf(totalCount), 4, BigDecimal.ROUND_HALF_UP)
+                .multiply(BigDecimal.valueOf(100))
+                .setScale(2, BigDecimal.ROUND_HALF_UP) : BigDecimal.ZERO;
+
+        BigDecimal lostRate = totalCount > 0 ? BigDecimal.valueOf(lostCount)
+                .divide(BigDecimal.valueOf(totalCount), 4, BigDecimal.ROUND_HALF_UP)
+                .multiply(BigDecimal.valueOf(100))
+                .setScale(2, BigDecimal.ROUND_HALF_UP) : BigDecimal.ZERO;
+
+        BigDecimal otherRate = totalCount > 0 ? BigDecimal.valueOf(otherCount)
+                .divide(BigDecimal.valueOf(totalCount), 4, BigDecimal.ROUND_HALF_UP)
+                .multiply(BigDecimal.valueOf(100))
+                .setScale(2, BigDecimal.ROUND_HALF_UP) : BigDecimal.ZERO;
+
+        // 平均赢单金额
+        BigDecimal avgWinAmount = winCount > 0 ? winAmount.divide(BigDecimal.valueOf(winCount), 2, BigDecimal.ROUND_HALF_UP) : BigDecimal.ZERO;
+
+        // 构建返回结果
+        Map<String, Object> result = new LinkedHashMap<>();
+        result.put("totalCount", totalCount);                              // 商机数
+        result.put("winCount", winCount);                                  // 赢单数
+        result.put("winRate", winRate);                                    // 赢单率（%）
+        result.put("winAmount", winAmount);                                // 赢单金额
+        result.put("avgWinAmount", avgWinAmount);                          // 平均赢单金额
+        result.put("lostCount", lostCount);                                // 丢单数
+        result.put("lostRate", lostRate);                                  // 丢单率（%）
+        result.put("lostAmount", lostAmount);                              // 丢单金额
+        result.put("otherCount", otherCount);                              // 其他数
+        result.put("otherRate", otherRate);                                // 其他占比（%）
+        result.put("otherAmount", otherAmount);                            // 其他金额
+
+        return ResponseResult.success(result);
+    }
+
+    /**
+     * 商机阶段分布明细列表
+     */
+    @NoAuthInterface
+    @GetMapping("/stageDistribution")
+    public ResponseResult<?> stageDistribution(
+            @RequestParam(defaultValue = "1") Integer pageNum,
+            @RequestParam(defaultValue = "10") Integer pageSize) {
+
+        // 查询所有商机（deleted_flag = 1）
+        Filter filter = new Filter();
+        filter.add(new FilterItem("deleted_flag", FilterItem.equals, 1));
+
+        // 按创建时间倒序
+        Sorter sorter = new Sorter();
+        SorterItem sorterItem = new SorterItem("create_time");
+        sorterItem.setSortType(1); // 降序
+        sorter.add(sorterItem);
+
+        // 查询全部数据（不分页），然后手动分页
+        ObjectCollection opportunities = ormGenDataSourceUtil.query("business_opportunities", filter, new Selector(), sorter);
+
+        // 构建完整列表
+        List<Map<String, Object>> allList = new ArrayList<>();
+
+        for (int i = 0; i < opportunities.size(); i++) {
+            Map<String, Object> record = opportunities.getObject(i).getValues();
+
+            // 获取客户名称
+            String unitName = getUnitName(record.get("unit_id"));
+
+            // 获取阶段名称
+            String stageName = getStageName(record.get("stage_manifestation"));
+
+            // 获取赢单率
+            String winRate = getWinRate(record.get("stage_manifestation"));
+
+            // 计算阶段时间
+            String stageDuration = getStageDuration(record.get("create_time"), record.get("actual_signdate"), record.get("stage_manifestation"));
+
+            Map<String, Object> item = new LinkedHashMap<>();
+            item.put("id", record.get("id"));                         // 不展示，供后续操作使用
+            item.put("name", record.get("name"));                     // 商机名称
+            item.put("number", record.get("number"));                 // 商机编码
+            item.put("unitName", unitName);                           // 客户
+            item.put("createTime", record.get("create_time"));        // 商机日期
+            item.put("stageName", stageName);                         // 商机阶段
+            item.put("winRate", winRate);                             // 赢单率
+            item.put("stageDuration", stageDuration);                 // 阶段时间
+
+            allList.add(item);
+        }
+
+        // 手动分页
+        int total = allList.size();
+        int start = (pageNum - 1) * pageSize;
+        int end = Math.min(start + pageSize, total);
+
+        List<Map<String, Object>> pageList;
+        if (start >= total) {
+            pageList = new ArrayList<>();
+        } else {
+            pageList = allList.subList(start, end);
+        }
+
+        // 构建分页返回结果
+        Map<String, Object> result = new LinkedHashMap<>();
+        result.put("list", pageList);
+        result.put("total", total);
+        result.put("pageNum", pageNum);
+        result.put("pageSize", pageSize);
+
+        return ResponseResult.success(result);
+    }
+
+    /**
+     * 商机阶段分布统计（按阶段分组统计数量 + 总金额 + 总计汇总）
+     */
+    @NoAuthInterface
+    @GetMapping("/stageStatistics")
+    public ResponseResult<?> stageStatistics() {
+        // 查询所有商机（deleted_flag = 1）
+        Filter filter = new Filter();
+        filter.add(new FilterItem("deleted_flag", FilterItem.equals, 1));
+
+        Selector selector = new Selector();
+        selector.getList().add(new SelectorItem("stage_manifestation"));
+        selector.getList().add(new SelectorItem("predicted_price"));
+
+        ObjectCollection opportunities = ormGenDataSourceUtil.query("business_opportunities", filter, selector, new Sorter());
+
+        // 统计各阶段数量 + 总金额
+        Map<String, Integer> stageCountMap = new LinkedHashMap<>();
+        Map<String, BigDecimal> stageAmountMap = new LinkedHashMap<>();
+
+        // 初始化所有阶段（保证返回顺序）
+        String[] stages = {"挖掘商机", "发展商机", "方案阶段", "商务谈判", "签约阶段"};
+        for (String stage : stages) {
+            stageCountMap.put(stage, 0);
+            stageAmountMap.put(stage, BigDecimal.ZERO);
+        }
+
+        // 总计
+        int totalCount = 0;
+        BigDecimal totalAmount = BigDecimal.ZERO;
+
+        for (int i = 0; i < opportunities.size(); i++) {
+            Map<String, Object> record = opportunities.getObject(i).getValues();
+            String stageValue = record.get("stage_manifestation") != null ? record.get("stage_manifestation").toString() : "";
+            BigDecimal price = record.get("predicted_price") != null ? new BigDecimal(record.get("predicted_price").toString()) : BigDecimal.ZERO;
+
+            String stageName = getStageName(stageValue);
+            if (stageCountMap.containsKey(stageName)) {
+                stageCountMap.put(stageName, stageCountMap.get(stageName) + 1);
+                stageAmountMap.put(stageName, stageAmountMap.get(stageName).add(price));
+            }
+
+            // 累加总计（所有商机都算，包括丢单）
+            totalCount++;
+            totalAmount = totalAmount.add(price);
+        }
+
+        // 构建阶段分布列表（name: 阶段名+数量, value: 总金额）
+        List<Map<String, Object>> stageList = new ArrayList<>();
+        for (String stage : stages) {
+            int count = stageCountMap.get(stage);
+            BigDecimal amount = stageAmountMap.get(stage);
+            Map<String, Object> item = new LinkedHashMap<>();
+            item.put("name", stage + count + "个");
+            item.put("value", amount);
+            stageList.add(item);
+        }
+
+        // 构建返回结果
+        Map<String, Object> result = new LinkedHashMap<>();
+        result.put("totalCount", totalCount);
+        result.put("totalAmount", totalAmount);
+        result.put("stageList", stageList);
+
+        return ResponseResult.success(result);
+    }
+
+    /**
+     * 根据阶段字典值获取阶段名称
+     */
+    private String getStageName(Object stageValue) {
+        if (stageValue == null) {
+            return "";
+        }
+
+        String value = stageValue.toString();
+        switch (value) {
+            case "1":
+                return "挖掘商机";
+            case "2":
+                return "发展商机";
+            case "3":
+                return "方案阶段";
+            case "4":
+                return "商务谈判";
+            case "5":
+            case "6":
+                return "签约阶段";
+            default:
+                return "";
+        }
+    }
+
+    /**
+     * 根据 unit_id 查询单位名称
+     */
+    private String getUnitName(Object unitId) {
+        if (unitId == null) {
+            return "";
+        }
+
+        // unit_id 是外键字段，查询结果中是 F7 对象 {id:xxx}，先抽出 id 再按主键查询
+        if (unitId instanceof Map) {
+            Object idObj = ((Map<?, ?>) unitId).get("id");
+            if (idObj == null) {
+                return "";
+            }
+            unitId = idObj;
+        } else if (unitId instanceof ObjectValue) {
+            Object idObj = ((ObjectValue) unitId).get("id");
+            if (idObj == null) {
+                return "";
+            }
+            unitId = idObj;
+        }
+
+        try {
+            Filter filter = new Filter();
+            filter.add(new FilterItem("id", FilterItem.equals, unitId));
+
+            ObjectCollection unit = ormGenDataSourceUtil.query("unit", filter, new Selector());
+
+            if (unit != null && unit.size() > 0) {
+                Map<String, Object> unitMap = unit.getObject(0).getValues();
+                Object name = unitMap.get("name");
+                return name != null ? name.toString() : "";
+            }
+        } catch (Exception e) {
+            // 查不到返回空串
+        }
+        return "";
+    }
+
+    /**
+     * 根据阶段获取赢单率
+     */
+    private String getWinRate(Object stageValue) {
+        if (stageValue == null) {
+            return "0%";
+        }
+
+        String value = stageValue.toString();
+        switch (value) {
+            case "1":
+                return "10%";
+            case "2":
+                return "30%";
+            case "3":
+                return "50%";
+            case "4":
+                return "70%";
+            case "5":
+                return "100%";
+            default:
+                return "0%";
+        }
+    }
+
+    /**
+     * 计算阶段时间（X天X小时）
+     */
+    private String getStageDuration(Object createTimeObj, Object actualSignDateObj, Object stageValue) {
+        if (createTimeObj == null) {
+            return "0天0小时";
+        }
+
+        Date createTime = (Date) createTimeObj;
+        Date endTime;
+
+        String value = stageValue != null ? stageValue.toString() : "";
+        // 签订合同（5）和丢单（6）都用实际签单日期
+        if ("5".equals(value) || "6".equals(value)) {
+            if (actualSignDateObj != null) {
+                endTime = (Date) actualSignDateObj;
+            } else {
+                return "-";
+            }
+        } else {
+            endTime = new Date();
+        }
+
+        long diffMillis = endTime.getTime() - createTime.getTime();
+        if (diffMillis < 0) {
+            return "0天0小时";
+        }
+
+        long diffDays = diffMillis / (1000 * 60 * 60 * 24);
+        long diffHours = (diffMillis % (1000 * 60 * 60 * 24)) / (1000 * 60 * 60);
+
+        return diffDays + "天" + diffHours + "小时";
+    }
+
+}

common/common-association/src/main/java/apelet/association/plugin/businessOpportunities/BusinessFromPlugin.java

@@ -16,6 +16,12 @@ public class BusinessFromPlugin extends ExecutePluginParent {
         if (objectValue.get("billstatus") == null) {
             this.setWidgetAttribute("billstatus", AttributeEnum.VALUE_CHANGE, "A");
         }
+        // 页面打开时按已有阶段初始化日期字段的显示/必填（formCreated 的 objectValue 用驼峰变量名）
+        String stage = objectValue.getString("stageManifestation");
+        if (stage == null || stage.isEmpty()) {
+            stage = objectValue.getString("stage_manifestation");
+        }
+        applyStageShowHide(stage);
     }
 
     /**
@@ -26,6 +32,10 @@ public class BusinessFromPlugin extends ExecutePluginParent {
     @Override
     public void change(String widgetVariableName, ObjectValue objectValue) {
         super.change(widgetVariableName, objectValue);
+        if ("stageManifestation".equals(widgetVariableName)) {
+            handleStageChange(objectValue);
+            return;
+        }
         if (!"clueId".equals(widgetVariableName)) {
             return;
         }
@@ -77,4 +87,36 @@ public class BusinessFromPlugin extends ExecutePluginParent {
             this.setWidgetAttribute(widgetVariableName, AttributeEnum.VALUE_CHANGE, value);
         }
     }
+
+    /**
+     * 处理阶段变更：控制 actualSigndate 和 lostSigndate 的显示/隐藏和必填
+     */
+    private void handleStageChange(ObjectValue objectValue) {
+        applyStageShowHide(objectValue.getString("stage_manifestation"));
+    }
+
+    /**
+     * 按阶段值设置 actualSigndate/lostSigndate 的显示与必填
+     * 签订合同（5）：显示 actualSigndate，隐藏 lostSigndate，必填
+     * 丢单（6）：显示 lostSigndate，隐藏 actualSigndate，必填
+     * 其他：两个都隐藏，非必填
+     */
+    private void applyStageShowHide(String stage) {
+        if ("5".equals(stage)) {
+            this.setWidgetAttribute("actualSigndate", AttributeEnum.SHOW, true);
+            this.setWidgetAttribute("actualSigndate", AttributeEnum.REQUIRED, true);
+            this.setWidgetAttribute("lostSigndate", AttributeEnum.SHOW, false);
+            this.setWidgetAttribute("lostSigndate", AttributeEnum.REQUIRED, false);
+        } else if ("6".equals(stage)) {
+            this.setWidgetAttribute("lostSigndate", AttributeEnum.SHOW, true);
+            this.setWidgetAttribute("lostSigndate", AttributeEnum.REQUIRED, true);
+            this.setWidgetAttribute("actualSigndate", AttributeEnum.SHOW, false);
+            this.setWidgetAttribute("actualSigndate", AttributeEnum.REQUIRED, false);
+        } else {
+            this.setWidgetAttribute("actualSigndate", AttributeEnum.SHOW, false);
+            this.setWidgetAttribute("actualSigndate", AttributeEnum.REQUIRED, false);
+            this.setWidgetAttribute("lostSigndate", AttributeEnum.SHOW, false);
+            this.setWidgetAttribute("lostSigndate", AttributeEnum.REQUIRED, false);
+        }
+    }
 }

common/common-association/src/main/java/apelet/association/plugin/member/MemberClueListPlugin.java

@@ -0,0 +1,14 @@
+package apelet.association.plugin.member;
+
+import apelet.common.online.abstractplugin.ListPlugin;
+import apelet.common.orm.impl.Filter;
+import apelet.common.orm.impl.FilterItem;
+
+public class MemberClueListPlugin extends ListPlugin {
+    @Override
+    protected Filter getFilter() {
+        Filter filter = new Filter();
+        filter.add(new FilterItem("deleted_flag", FilterItem.equals, 1));
+        return filter;
+    }
+}

common/common-association/src/main/java/apelet/association/plugin/member/MemberInformationListPlugin.java

@@ -0,0 +1,58 @@
+package apelet.association.plugin.member;
+
+import apelet.common.core.object.ObjectValue;
+import apelet.common.core.util.ApplicationContextHolder;
+import apelet.common.online.abstractplugin.ListPlugin;
+import lombok.extern.slf4j.Slf4j;
+
+import java.util.*;
+
+/**
+ * 会员信息列表插件
+ * 按三个阶段统计：潜在会员、存量会员、流失会员
+ */
+@Slf4j
+public class MemberInformationListPlugin extends ListPlugin {
+
+    @Override
+    public String getSql(ObjectValue objectValue) {
+        log.info("========== MemberInformationListPlugin.getSql 被调用了 ==========");
+
+        StringBuilder sql = new StringBuilder();
+
+        // 1. 潜在会员：member_clue（待分配、放弃中、跟进中）
+        sql.append("SELECT");
+        sql.append("    '潜在会员' AS stage,");
+        sql.append("    t.name AS customer_name,");
+        sql.append("    u.show_name AS charge_person");
+        sql.append("  FROM member_clue t");
+        sql.append("  LEFT JOIN xy_sys_user u ON u.id = t.create_user_id AND u.deleted_flag = 1");
+        sql.append(" WHERE t.deleted_flag = 1");
+        sql.append("   AND t.clue_type IN ('0', '1', '3')");
+
+        sql.append(" UNION ALL");
+
+        // 2. membership_apply：潜在会员（A/B）+ 存量会员（C且未逾期）+ 流失会员（C且逾期）
+        sql.append(" SELECT");
+        sql.append("     CASE");
+        sql.append("         WHEN t.billstatus = 'A' OR t.billstatus = 'B' THEN '潜在会员'");
+        sql.append("         WHEN t.billstatus = 'C' AND (t.overdue IS NULL OR t.overdue = 0) THEN '存量会员'");
+        sql.append("         WHEN t.billstatus = 'C' AND t.overdue = 1 THEN '流失会员'");
+        sql.append("         ELSE NULL");
+        sql.append("     END AS stage,");
+        sql.append("     t.unit_name AS customer_name,");
+        sql.append("     u.show_name AS charge_person");
+        sql.append("  FROM membership_apply t");
+        sql.append("  LEFT JOIN xy_sys_user u ON u.id = t.membership_manger_id AND u.deleted_flag = 1");
+        sql.append(" WHERE t.deleted_flag = 1");
+        sql.append("   AND t.billstatus IS NOT NULL");
+        sql.append("   AND (");
+        sql.append("         t.billstatus IN ('A', 'B')");
+        sql.append("         OR (t.billstatus = 'C' AND (t.overdue IS NULL OR t.overdue = 0))");
+        sql.append("         OR (t.billstatus = 'C' AND t.overdue = 1)");
+        sql.append("       )");
+
+        log.info("会员信息列表SQL：{}", sql.toString());
+        return sql.toString();
+    }
+}