KPI每日报表

src/main/java/au/com/royalpay/payment/manage/analysis/core/impls/DailyReportImp.java

@@ -2,9 +2,11 @@ package au.com.royalpay.payment.manage.analysis.core.impls;
 
 import au.com.royalpay.payment.manage.analysis.core.DailyReport;
 import au.com.royalpay.payment.manage.mappers.cashback.CashbackRecordsMapper;
+import au.com.royalpay.payment.manage.mappers.financial.FinancialBDPrizeLogMapper;
 import au.com.royalpay.payment.manage.mappers.log.ClearingLogMapper;
 import au.com.royalpay.payment.manage.mappers.log.DailyReportMapper;
 import au.com.royalpay.payment.manage.mappers.redpack.ActPartnerLMLogMapper;
+import au.com.royalpay.payment.manage.mappers.system.ClientMapper;
 import au.com.royalpay.payment.manage.mappers.system.ManagerMapper;
 import au.com.royalpay.payment.tools.permission.enums.ManagerRole;
 import au.com.royalpay.payment.tools.connections.mpsupport.MpWechatApi;
@@ -27,6 +29,7 @@ import javax.annotation.Resource;
 import java.math.BigDecimal;
 import java.text.ParseException;
 import java.util.ArrayList;
+import java.util.Calendar;
 import java.util.Date;
 import java.util.List;
 
@@ -38,6 +41,8 @@ public class DailyReportImp implements DailyReport {
     @Resource
     private ManagerMapper managerMapper;
     @Resource
+    private ClientMapper clientMapper;
+    @Resource
     private DailyReportMapper dailyReportMapper;
     @Resource
     private CashbackRecordsMapper cashbackRecordsMapper;
@@ -47,6 +52,8 @@ public class DailyReportImp implements DailyReport {
     private ClearingLogMapper clearingLogMapper;
     @Resource
     private MpWechatApiProvider mpWechatApiProvider;
+    @Resource
+    private FinancialBDPrizeLogMapper financialBDPrizeLogMapper;
     private Logger logger = LoggerFactory.getLogger(getClass());
 
 
@@ -71,6 +78,9 @@ public class DailyReportImp implements DailyReport {
             JSONObject debitReport = getDebitReport(dt);
             report.put("debit", JSON.toJSONString(debitReport));
 
+            JSONObject kpiReport = getKPI(dt);
+            report.put("kpi", JSON.toJSONString(kpiReport));
+
             dailyReportMapper.save(report);
             if (sendMsg) {
                 List<JSONObject> users = managerMapper.getDirectors();
@@ -85,6 +95,65 @@ public class DailyReportImp implements DailyReport {
 
     }
 
+    private JSONObject getKPI(Date dt){
+        JSONObject report = new JSONObject();
+        List<JSONObject> kpiList =new ArrayList<>();
+        List<JSONObject> prizeAmountAndBdTypeList = financialBDPrizeLogMapper.findBdPrizeAmountMonth(DateUtils.truncate(DateUtils.addDays(dt,-1), Calendar.DATE),DateUtils.truncate(dt, Calendar.DATE),DateUtils.truncate(DateUtils.addDays(dt,-1), Calendar.MONTH));
+        List<JSONObject> prizeAmountAndBdTypeListYesterDay = financialBDPrizeLogMapper.findBdPrizeAmountMonth(DateUtils.truncate(DateUtils.addDays(dt,-2), Calendar.DATE),DateUtils.truncate(DateUtils.addDays(dt,-1), Calendar.DATE),DateUtils.truncate(DateUtils.addDays(dt,-2), Calendar.MONTH));
+        List<JSONObject> clientsAmount = clientMapper.createClientsByGroup(DateUtils.truncate(DateUtils.addDays(dt,-1), Calendar.DATE),DateUtils.truncate(dt, Calendar.DATE));
+        //BD团队总KPI
+        BigDecimal total_kpi_amount = BigDecimal.ZERO;
+        //BD团队当月总销售额
+        BigDecimal total_month_amount = BigDecimal.ZERO;
+        for(JSONObject p :prizeAmountAndBdTypeList){
+            JSONObject kpi =  new JSONObject();
+            kpi.put("bd_group",p.getString("bd_group"));
+            kpi.put("bd_name",p.getString("bd_name"));
+            kpi.put("group_name",groupName(p.getIntValue("bd_type")));
+            //昨日数据
+            kpi.put("total_amount",p.getBigDecimal("total_amount"));
+            //当月数据
+            kpi.put("month_amount",p.getBigDecimal("month_amount"));
+            kpi.put("kpi_amount",p.getBigDecimal("kpi_amount"));
+            for(JSONObject prize : prizeAmountAndBdTypeListYesterDay){
+                if(prize.getString("bd_group").equals(kpi.getString("bd_group"))){
+                    BigDecimal compare = kpi.getBigDecimal("total_amount").subtract(prize.getBigDecimal("total_amount"));
+                    kpi.put("compare",compare);
+                    kpi.put("compare_value",Math.abs(compare.doubleValue()));
+                }
+            }
+            kpi.put("kpi_percent", p.getBigDecimal("month_amount").divide(p.getBigDecimal("kpi_amount"),4,BigDecimal.ROUND_HALF_DOWN).multiply(BigDecimal.valueOf(100)).toString().substring(0,5)+"%");
+            for(JSONObject clientAmount :clientsAmount ){
+                if(clientAmount.getString("bd_group").equals(kpi.getString("bd_group"))){
+                    kpi.put("clients_history",clientAmount.getIntValue("clients_history"));
+                    kpi.put("clients_yesterday",clientAmount.getIntValue("clients_yesterday"));
+                }
+            }
+            total_kpi_amount = total_kpi_amount.add(p.getBigDecimal("kpi_amount"));
+            total_month_amount = total_month_amount.add(p.getBigDecimal("month_amount"));
+            kpiList.add(kpi);
+        }
+        report.put("kpiList",kpiList);
+        report.put("kpi_percent_total",total_month_amount.divide(total_kpi_amount,4,BigDecimal.ROUND_HALF_DOWN).multiply(BigDecimal.valueOf(100)).toString().substring(0,5)+"%");
+        report.put("total_month_amount",total_month_amount);
+        return report;
+    }
+
+    private String groupName(int bd_type){
+        switch (bd_type) {
+            case 1:
+                return "Sydney Team";
+            case 2:
+                return "KA Manager";
+            case 6:
+                return "Melbourne Team";
+            case 7:
+                return "KA Manager";
+            default:
+                return "Unknown Group";
+        }
+    }
+
     private JSONObject getDebitReport(Date dt) {
         JSONObject report = new JSONObject();
         BigDecimal redpack = actPartnerLMLogMapper.getRedpackAmount(dt);
@@ -141,6 +210,7 @@ public class DailyReportImp implements DailyReport {
         }
         report.put("credit", JSON.parseObject(report.getString("credit")));
         report.put("debit", JSON.parseObject(report.getString("debit")));
+        report.put("kpi", JSON.parseObject(report.getString("kpi")));
         report.put("range", report.getDate("analysis_date"));
         report.put("report_date", report.getDate("report_date"));
         return report;

src/main/java/au/com/royalpay/payment/manage/mappers/financial/FinancialBDPrizeLogMapper.java

@@ -91,13 +91,14 @@ public interface FinancialBDPrizeLogMapper {
     List<JSONObject> findBdPrizeAmountAndBdType(@Param("record_id") String recordId);
 
     @Select("SELECT\n" +
-            "\tc.*,\n" +
-            "\tsum( ( o.total ) * d.proportion ) AS total_amount\n" +
+            "\tfbc.*,\n" +
+            "\tsum( ( o.total ) * d.proportion ) AS total_amount \n" +
             "FROM\n" +
             "\tstatistics_customer_order o\n" +
             "\tINNER JOIN sys_clients sc ON sc.client_id = o.client_id\n" +
             "\tINNER JOIN sys_client_bd d ON o.client_id = d.client_id\n" +
-            "\tINNER JOIN financial_bd_config c ON d.bd_id = c.manager_id \n" +
+            "\tINNER JOIN financial_bd_config c ON d.bd_id = c.manager_id\n" +
+            "\tINNER JOIN financial_bd_config fbc ON fbc.manager_id = c.bd_group \n" +
             "WHERE\n" +
             "\tsc.org_id = 1 \n" +
             "\tAND o.date >= #{start_date} \n" +
@@ -106,6 +107,52 @@ public interface FinancialBDPrizeLogMapper {
             "\t) \n" +
             "\tAND c.bd_group IS NOT NULL \n" +
             "GROUP BY\n" +
-            "\tc.bd_group")
+            "\tfbc.bd_type")
     List<JSONObject> findBdPrizeAmountRealTime(@Param("start_date") Date start_date, @Param("end_date") Date end_date);
+
+    @Select("SELECT\n" +
+            "\tt1.*,\n" +
+            "\tt2.total_amount AS month_amount \n" +
+            "FROM\n" +
+            "\t(\n" +
+            "SELECT\n" +
+            "\tfbc.*,\n" +
+            "\tsum( ( o.total ) * d.proportion ) AS total_amount \n" +
+            "FROM\n" +
+            "\tstatistics_customer_order o\n" +
+            "\tINNER JOIN sys_clients sc ON sc.client_id = o.client_id\n" +
+            "\tINNER JOIN sys_client_bd d ON o.client_id = d.client_id\n" +
+            "\tINNER JOIN financial_bd_config c ON d.bd_id = c.manager_id\n" +
+            "\tINNER JOIN financial_bd_config fbc ON fbc.manager_id = c.bd_group \n" +
+            "WHERE\n" +
+            "\tsc.org_id = 1 \n" +
+            "\tAND o.date >= #{start_date} \n" +
+            "\tAND o.date < #{end_date} \n" +
+            "\tAND d.start_date <= o.date AND d.is_valid = 1 AND ( d.end_date IS NULL OR d.end_date > o.date \n" +
+            "\t) \n" +
+            "\tAND c.bd_group IS NOT NULL \n" +
+            "GROUP BY\n" +
+            "\tfbc.bd_type \n" +
+            "\t) t1\n" +
+            "\tLEFT JOIN (\n" +
+            "SELECT\n" +
+            "\tfbc.*,\n" +
+            "\tsum( ( o.total ) * d.proportion ) AS total_amount \n" +
+            "FROM\n" +
+            "\tstatistics_customer_order o\n" +
+            "\tINNER JOIN sys_clients sc ON sc.client_id = o.client_id\n" +
+            "\tINNER JOIN sys_client_bd d ON o.client_id = d.client_id\n" +
+            "\tINNER JOIN financial_bd_config c ON d.bd_id = c.manager_id\n" +
+            "\tINNER JOIN financial_bd_config fbc ON fbc.manager_id = c.bd_group \n" +
+            "WHERE\n" +
+            "\tsc.org_id = 1 \n" +
+            "\tAND o.date >= #{month_start_date} \n" +
+            "\tAND o.date < #{end_date} \n" +
+            "\tAND d.start_date <= o.date AND d.is_valid = 1 AND ( d.end_date IS NULL OR d.end_date > o.date \n" +
+            "\t) \n" +
+            "\tAND c.bd_group IS NOT NULL \n" +
+            "GROUP BY\n" +
+            "\tfbc.bd_type \n" +
+            "\t) t2 ON t1.bd_group = t2.bd_group")
+    List<JSONObject> findBdPrizeAmountMonth(@Param("start_date") Date start_date, @Param("end_date") Date end_date,@Param("month_start_date") Date month_start_date);
 }

src/main/java/au/com/royalpay/payment/manage/mappers/system/ClientMapper.java

@@ -118,4 +118,6 @@ public interface ClientMapper {
 
     @Select("select client_id from sys_clients where parent_client_id=#{parent_client_id}")
     List<Integer> childClientId(@Param("parent_client_id") int parent_client_id);
+
+    List<JSONObject> createClientsByGroup(@Param("start_date") Date start_date,@Param("end_date") Date end_date);
 }

src/main/java/au/com/royalpay/payment/manage/task/DailyReportGenerationTask.java

@@ -25,11 +25,11 @@ public class DailyReportGenerationTask {
     @Resource
     private SynchronizedScheduler synchronizedScheduler;
 
-    @Scheduled(cron = "0 0 10 * * ?")
+    @Scheduled(cron = "30 55 11 * * ?")
     public void dailyReportAutoGenerateReport() {
         synchronizedScheduler.executeProcess("manage_task:dailyReportAutoGenerateReport", 120_000, () -> {
             Date yesterday = DateUtils.addDays(new Date(), -1);
-            dailyReport.generateReport(DateFormatUtils.format(yesterday, "yyyy-MM-dd"), true);
+            dailyReport.generateReport("2019-03-19", false);
         });
     }
 }

src/main/resources/au/com/royalpay/payment/manage/mappers/system/ClientMapper.xml

@@ -543,4 +543,52 @@
         <bind name="manager_id_pattern" value="'%'+manager_id+'%'"/>
         bd_user LIKE #{manager_id_pattern} AND is_valid=1;
     </select>
-</mapper>
+    <select id="createClientsByGroup" resultType="com.alibaba.fastjson.JSONObject">
+        SELECT
+        t1.*,
+        ifnull( t2.clients_yesterday, 0 ) clients_yesterday
+        FROM
+        (
+        SELECT
+        fbc.bd_name,
+        fbc.bd_group,
+        fbc.bd_type,
+        count( * ) clients_history
+        FROM
+        sys_clients sc
+        INNER JOIN sys_client_bd d ON sc.client_id = d.client_id
+        INNER JOIN financial_bd_config c ON d.bd_id = c.manager_id
+        INNER JOIN financial_bd_config fbc ON fbc.manager_id = c.bd_group
+        WHERE
+        sc.org_id = 1
+        AND sc.create_time &lt; #{start_date}
+        AND d.is_valid = 1
+        AND c.bd_group IS NOT NULL
+        AND d.start_date &lt;= now( ) AND d.is_valid = 1 AND ( d.end_date IS NULL OR d.end_date &gt; now( )
+        )
+        GROUP BY
+        fbc.bd_type
+        ) t1
+        LEFT JOIN (
+        SELECT
+        count( * ) clients_yesterday,
+        fbc.bd_group
+        FROM
+        sys_clients sc
+        INNER JOIN sys_client_bd d ON sc.client_id = d.client_id
+        INNER JOIN financial_bd_config c ON d.bd_id = c.manager_id
+        INNER JOIN financial_bd_config fbc ON fbc.manager_id = c.bd_group
+        WHERE
+        sc.org_id = 1
+        AND sc.create_time &gt;= #{start_date}
+        AND sc.create_time &lt; #{end_date}
+        AND d.is_valid = 1
+        AND d.start_date &lt;= now( ) AND d.is_valid = 1 AND ( d.end_date IS NULL OR d.end_date &gt; now( )
+        )
+        GROUP BY
+        fbc.bd_type
+        ) t2 ON t1.bd_group = t2.bd_group
+        WHERE
+        t1.bd_type IN ( 1, 2, 6, 7 )
+    </select>
+</mapper>

src/main/resources/templates/reports/daily_report.html

@@ -31,6 +31,7 @@
     <div class="weui-navbar">
         <a class="weui-navbar__item weui-bar__item_on">收入</a>
         <a class="weui-navbar__item">支出</a>
+        <a class="weui-navbar__item">KPI</a>
     </div>
     <div class="weui-tab__panel">
         <div class="tabcontent">
@@ -132,9 +133,77 @@
                 </div>
             </div>
 
+        </div>
+        <div class="tabcontent"  style="display: none;">
+            <div class="weui-panel">
+                <div class="weui-panel__hd">KPI进度</div>
+                <div class="weui-panel__bd">
+                    <div class="weui-media-box weui-media-box_small-appmsg">
+                        <div class="weui-cells">
+                            <div class="weui-cell weui-flex">
+                                <div class="weui-cell__hd weui-flex__item">总KPI完成度</div>
+                                <div class="weui-cell__ft weui-flex__item"
+                                     th:text="${report.kpi.kpi_percent_total}"></div>
+                            </div>
+                            <div class="weui-cell weui-flex"
+                                 th:each=" kpi : ${report.kpi.kpiList}">
+                                <div class="weui-cell__hd weui-flex__item"
+                                     th:text="${kpi.group_name}"></div>
+                                <div class="weui-cell__ft weui-flex__item"
+                                     th:text="${kpi.kpi_percent}"></div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            <div class="weui-panel">
+                <div class="weui-panel__hd">昨日销售额(增长量)</div>
+                <div class="weui-panel__bd">
+                    <div class="weui-media-box weui-media-box_small-appmsg">
+                        <div class="weui-cells">
+                            <!--<div class="weui-cell weui-flex">-->
+                            <!--<div class="weui-cell__hd weui-flex__item">当月总销售额</div>-->
+                            <!--<div class="weui-cell__ft weui-flex__item" th:text="${report.kpi.total_month_amount}"></div>-->
+                            <!--</div>-->
+                            <div class="weui-cell weui-flex"
+                                 th:each=" kpi : ${report.kpi.kpiList}">
+                                <div class="weui-cell__hd weui-flex__item"
+                                     th:text="${kpi.group_name}"></div>
+                                <div style="color: green" class="weui-cell__ft weui-flex__item" th:if="${kpi.compare>0}"
+                                     th:text="${kpi.total_amount}+'('+'↑'+${kpi.compare_value}+')'">
+                                </div>
+                                <div style="color: red" class="weui-cell__ft weui-flex__item" th:if="${kpi.compare<0}"
+                                     th:text="${kpi.total_amount}+'('+'↓'+${kpi.compare_value}+')'"></div>
+                                <div class="weui-cell__ft weui-flex__item" th:if="${kpi.compare==0}"
+                                     th:text="${kpi.total_amount}+'('+${kpi.compare_value}+')'"></div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+            </div>
+            <div class="weui-panel">
+                <div class="weui-panel__hd">昨日开户数(历史开户数)</div>
+                <div class="weui-panel__ft">
+                    <div class="weui-media-box weui-media-box_small-appmsg">
+                        <div class="weui-cells">
+                            <div class="weui-cell weui-flex"
+                                 th:each=" kpi : ${report.kpi.kpiList}">
+                                <div class="weui-cell__hd weui-flex__item"
+                                     th:text="${kpi.group_name}"></div>
+                                <div class="weui-cell__ft weui-flex__item"
+                                     th:text="${kpi.clients_yesterday}+'('+${kpi.clients_history}+')'"></div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+
         </div>
     </div>
 
 </div>
 </body>
-</html>
+</html>