unis_crm/backend/src/main/resources/mapper/expansion/ExpansionMapper.xml

<?xml version="1.0" encoding="UTF-8" ?>
<!DOCTYPE mapper
        PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
        "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="com.unis.crm.mapper.ExpansionMapper">

    <select id="selectDictItems" resultType="com.unis.crm.dto.expansion.DictOptionDTO">
        select
            item_label as label,
            item_value as value
        from sys_dict_item
        where type_code = #{typeCode}
          and status = 1
          and coalesce(is_deleted, 0) = 0
        order by sort_order asc nulls last, dict_item_id asc
    </select>

    <select id="selectNextChannelCode" resultType="java.lang.String">
        select 'QD-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((
            coalesce((
                select count(1)
                from crm_channel_expansion
                where created_at::date = current_date
            ), 0) + 1
        )::text, 3, '0')
    </select>

    <select id="selectSalesExpansions" resultType="com.unis.crm.dto.expansion.SalesExpansionItemDTO">
        select
            s.id,
            'sales' as type,
            coalesce(s.employee_no, '无') as employeeNo,
            s.candidate_name as name,
            coalesce(office_dict.item_value, s.office_name, '') as officeCode,
            coalesce(office_dict.item_label, nullif(s.office_name, ''), '无') as officeName,
            coalesce(s.mobile, '无') as phone,
            coalesce(s.email, '无') as email,
            coalesce(s.target_dept, '') as targetDept,
            coalesce(nullif(s.target_dept, ''), '无') as dept,
            coalesce(industry_dict.item_value, s.industry, '') as industryCode,
            coalesce(industry_dict.item_label, nullif(s.industry, ''), '无') as industry,
            coalesce(s.title, '无') as title,
            s.intent_level as intentLevel,
            case s.intent_level
                when 'high' then '高'
                when 'medium' then '中'
                when 'low' then '低'
                else '无'
            end as intent,
            s.stage as stageCode,
            case s.stage
                when 'initial_contact' then '初步沟通'
                when 'solution_discussion' then '方案交流'
                when 'bidding' then '招投标'
                when 'business_negotiation' then '商务谈判'
                when 'won' then '已成交'
                when 'lost' then '已放弃'
                else coalesce(s.stage, '无')
            end as stage,
            s.has_desktop_exp as hasExp,
            s.in_progress as inProgress,
            (s.employment_status = 'active') as active,
            s.employment_status as employmentStatus,
            coalesce(to_char(s.expected_join_date, 'YYYY-MM-DD'), '无') as expectedJoinDate,
            coalesce(s.remark, '无') as notes
        from crm_sales_expansion s
        left join sys_dict_item office_dict
          on office_dict.type_code = 'tz_bsc'
         and office_dict.item_value = s.office_name
         and office_dict.status = 1
         and coalesce(office_dict.is_deleted, 0) = 0
        left join sys_dict_item industry_dict
          on industry_dict.type_code = 'tz_sshy'
         and industry_dict.item_value = s.industry
         and industry_dict.status = 1
         and coalesce(industry_dict.is_deleted, 0) = 0
        where s.owner_user_id = #{userId}
        <if test="keyword != null and keyword != ''">
          and (
            coalesce(s.employee_no, '') ilike concat('%', #{keyword}, '%')
            or s.candidate_name ilike concat('%', #{keyword}, '%')
            or coalesce(office_dict.item_label, '') ilike concat('%', #{keyword}, '%')
            or coalesce(s.target_dept, '') ilike concat('%', #{keyword}, '%')
            or coalesce(industry_dict.item_label, '') ilike concat('%', #{keyword}, '%')
          )
        </if>
        order by s.updated_at desc, s.id desc
    </select>

    <select id="selectChannelExpansions" resultType="com.unis.crm.dto.expansion.ChannelExpansionItemDTO">
        select
            c.id,
            'channel' as type,
            coalesce(c.channel_code, '') as channelCode,
            c.channel_name as name,
            coalesce(c.province, '无') as province,
            coalesce(c.office_address, '无') as officeAddress,
            coalesce(c.channel_industry, c.industry, '无') as channelIndustry,
            coalesce(cast(c.annual_revenue as varchar), '') as annualRevenue,
            case
                when c.annual_revenue is null then '无'
                when c.annual_revenue >= 10000 then trim(to_char(c.annual_revenue / 10000.0, 'FM999999990.##')) || '万'
                else trim(to_char(c.annual_revenue, 'FM999999990.##'))
            end as revenue,
            coalesce(c.staff_size, 0) as size,
            coalesce(primary_contact.contact_name, c.contact_name, '无') as primaryContactName,
            coalesce(primary_contact.contact_title, c.contact_title, '无') as primaryContactTitle,
            coalesce(primary_contact.contact_mobile, c.contact_mobile, '无') as primaryContactMobile,
            coalesce(to_char(c.contact_established_date, 'YYYY-MM-DD'), '无') as establishedDate,
            c.intent_level as intentLevel,
            case c.intent_level
                when 'high' then '高'
                when 'medium' then '中'
                when 'low' then '低'
                else '无'
            end as intent,
            coalesce(c.has_desktop_exp, false) as hasDesktopExp,
            coalesce(channel_attribute_dict.item_label, c.channel_attribute, '无') as channelAttribute,
            coalesce(internal_attribute_dict.item_label, c.internal_attribute, '无') as internalAttribute,
            c.stage as stageCode,
            case c.stage
                when 'initial_contact' then '初步接触'
                when 'solution_discussion' then '方案交流'
                when 'bidding' then '招投标'
                when 'business_negotiation' then '合作洽谈'
                when 'won' then '已合作'
                when 'lost' then '已终止'
                else coalesce(c.stage, '无')
            end as stage,
            c.landed_flag as landed,
            coalesce(to_char(c.expected_sign_date, 'YYYY-MM-DD'), '无') as expectedSignDate,
            coalesce(c.remark, '无') as notes
        from crm_channel_expansion c
        left join lateral (
            select
                contact_name,
                contact_title,
                contact_mobile
            from crm_channel_expansion_contact cc
            where cc.channel_expansion_id = c.id
            order by cc.sort_order asc nulls last, cc.id asc
            limit 1
        ) primary_contact on true
        left join sys_dict_item channel_attribute_dict
          on channel_attribute_dict.type_code = 'tz_qdsx'
         and channel_attribute_dict.item_value = c.channel_attribute
         and channel_attribute_dict.status = 1
         and coalesce(channel_attribute_dict.is_deleted, 0) = 0
        left join sys_dict_item internal_attribute_dict
          on internal_attribute_dict.type_code = 'tz_xhsnbsx'
         and internal_attribute_dict.item_value = c.internal_attribute
         and internal_attribute_dict.status = 1
         and coalesce(internal_attribute_dict.is_deleted, 0) = 0
        where c.owner_user_id = #{userId}
        <if test="keyword != null and keyword != ''">
          and (
            c.channel_name ilike concat('%', #{keyword}, '%')
            or coalesce(c.channel_code, '') ilike concat('%', #{keyword}, '%')
            or coalesce(c.channel_industry, c.industry, '') ilike concat('%', #{keyword}, '%')
            or coalesce(c.province, '') ilike concat('%', #{keyword}, '%')
            or exists (
              select 1
              from crm_channel_expansion_contact cc
              where cc.channel_expansion_id = c.id
                and (
                  coalesce(cc.contact_name, '') ilike concat('%', #{keyword}, '%')
                  or coalesce(cc.contact_mobile, '') ilike concat('%', #{keyword}, '%')
                  or coalesce(cc.contact_title, '') ilike concat('%', #{keyword}, '%')
                )
            )
          )
        </if>
        order by c.updated_at desc, c.id desc
    </select>

    <select id="selectSalesFollowUps" resultType="com.unis.crm.dto.expansion.ExpansionFollowUpDTO">
        select
            f.id,
            f.biz_id as bizId,
            f.biz_type as bizType,
            f.followup_time as followUpTime,
            to_char(f.followup_time, 'YYYY-MM-DD HH24:MI') as date,
            f.followup_type as type,
            coalesce(f.content, '无') as content,
            coalesce(u.display_name, '无') as user,
            coalesce(to_char(f.visit_start_time, 'YYYY-MM-DD HH24:MI'), '无') as visitStartTime,
            coalesce(f.evaluation_content, '无') as evaluationContent,
            coalesce(f.next_plan, '无') as nextPlan
        from crm_expansion_followup f
        join crm_sales_expansion s on s.id = f.biz_id and f.biz_type = 'sales'
        left join sys_user u on u.user_id = f.followup_user_id
        where s.owner_user_id = #{userId}
          and f.biz_id in
          <foreach collection="bizIds" item="id" open="(" separator="," close=")">
              #{id}
          </foreach>
        order by f.followup_time desc, f.id desc
    </select>

    <select id="selectSalesRelatedProjects" resultType="com.unis.crm.dto.expansion.RelatedProjectSummaryDTO">
        select
            o.sales_expansion_id as salesExpansionId,
            o.id as opportunityId,
            o.opportunity_code as opportunityCode,
            o.opportunity_name as opportunityName,
            o.amount
        from crm_opportunity o
        where o.owner_user_id = #{userId}
          and o.sales_expansion_id in
          <foreach collection="bizIds" item="id" open="(" separator="," close=")">
              #{id}
          </foreach>
        order by coalesce(o.updated_at, o.created_at) desc, o.id desc
    </select>

    <select id="selectChannelFollowUps" resultType="com.unis.crm.dto.expansion.ExpansionFollowUpDTO">
        select
            f.id,
            f.biz_id as bizId,
            f.biz_type as bizType,
            f.followup_time as followUpTime,
            to_char(f.followup_time, 'YYYY-MM-DD HH24:MI') as date,
            f.followup_type as type,
            coalesce(f.content, '无') as content,
            coalesce(u.display_name, '无') as user,
            coalesce(to_char(f.visit_start_time, 'YYYY-MM-DD HH24:MI'), '无') as visitStartTime,
            coalesce(f.evaluation_content, '无') as evaluationContent,
            coalesce(f.next_plan, '无') as nextPlan
        from crm_expansion_followup f
        join crm_channel_expansion c on c.id = f.biz_id and f.biz_type = 'channel'
        left join sys_user u on u.user_id = f.followup_user_id
        where c.owner_user_id = #{userId}
          and f.biz_id in
          <foreach collection="bizIds" item="id" open="(" separator="," close=")">
              #{id}
          </foreach>
        order by f.followup_time desc, f.id desc
    </select>

    <select id="selectChannelContacts" resultType="com.unis.crm.dto.expansion.ChannelExpansionContactDTO">
        select
            cc.id,
            cc.channel_expansion_id as channelExpansionId,
            coalesce(cc.contact_name, '无') as name,
            coalesce(cc.contact_mobile, '无') as mobile,
            coalesce(cc.contact_title, '无') as title
        from crm_channel_expansion_contact cc
        join crm_channel_expansion c on c.id = cc.channel_expansion_id
        where c.owner_user_id = #{userId}
          and cc.channel_expansion_id in
          <foreach collection="bizIds" item="id" open="(" separator="," close=")">
              #{id}
          </foreach>
        order by cc.sort_order asc nulls last, cc.id asc
    </select>

    <select id="selectChannelRelatedProjects" resultType="com.unis.crm.dto.expansion.ChannelRelatedProjectSummaryDTO">
        select
            o.channel_expansion_id as channelExpansionId,
            o.id as opportunityId,
            o.opportunity_code as opportunityCode,
            o.opportunity_name as opportunityName,
            o.amount
        from crm_opportunity o
        where o.owner_user_id = #{userId}
          and o.channel_expansion_id in
          <foreach collection="bizIds" item="id" open="(" separator="," close=")">
              #{id}
          </foreach>
        order by coalesce(o.updated_at, o.created_at) desc, o.id desc
    </select>

    <insert id="insertSalesExpansion" useGeneratedKeys="true" keyProperty="request.id">
        insert into crm_sales_expansion (
            employee_no,
            candidate_name,
            office_name,
            mobile,
            email,
            target_dept,
            industry,
            title,
            intent_level,
            stage,
            has_desktop_exp,
            in_progress,
            employment_status,
            expected_join_date,
            owner_user_id,
            remark
        ) values (
            #{request.employeeNo},
            #{request.candidateName},
            #{request.officeName},
            #{request.mobile},
            #{request.email},
            #{request.targetDept},
            #{request.industry},
            #{request.title},
            #{request.intentLevel},
            #{request.stage},
            #{request.hasDesktopExp},
            #{request.inProgress},
            #{request.employmentStatus},
            #{request.expectedJoinDate},
            #{userId},
            #{request.remark}
        )
    </insert>

    <insert id="insertChannelExpansion" useGeneratedKeys="true" keyProperty="request.id">
        insert into crm_channel_expansion (
            channel_code,
            province,
            channel_name,
            office_address,
            channel_industry,
            annual_revenue,
            staff_size,
            contact_established_date,
            intent_level,
            has_desktop_exp,
            contact_name,
            contact_title,
            contact_mobile,
            channel_attribute,
            internal_attribute,
            stage,
            landed_flag,
            expected_sign_date,
            owner_user_id,
            remark
        ) values (
            'QD-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((
                coalesce((
                    select count(1)
                    from crm_channel_expansion
                    where created_at::date = current_date
                ), 0) + 1
            )::text, 3, '0'),
            #{request.province},
            #{request.channelName},
            #{request.officeAddress},
            #{request.channelIndustry},
            #{request.annualRevenue},
            #{request.staffSize},
            #{request.contactEstablishedDate},
            #{request.intentLevel},
            #{request.hasDesktopExp},
            null,
            null,
            null,
            #{request.channelAttribute},
            #{request.internalAttribute},
            #{request.stage},
            #{request.landedFlag},
            #{request.expectedSignDate},
            #{userId},
            #{request.remark}
        )
    </insert>

    <insert id="insertChannelContact">
        insert into crm_channel_expansion_contact (
            channel_expansion_id,
            contact_name,
            contact_mobile,
            contact_title,
            sort_order,
            created_at,
            updated_at
        ) values (
            #{channelExpansionId},
            #{contact.name},
            #{contact.mobile},
            #{contact.title},
            #{sortOrder},
            now(),
            now()
        )
    </insert>

    <delete id="deleteChannelContacts">
        delete from crm_channel_expansion_contact
        where channel_expansion_id = #{channelExpansionId}
    </delete>

    <update id="updateSalesExpansion">
        update crm_sales_expansion
        set employee_no = #{request.employeeNo},
            candidate_name = #{request.candidateName},
            office_name = #{request.officeName},
            mobile = #{request.mobile},
            email = #{request.email},
            target_dept = #{request.targetDept},
            industry = #{request.industry},
            title = #{request.title},
            intent_level = #{request.intentLevel},
            stage = #{request.stage},
            has_desktop_exp = #{request.hasDesktopExp},
            in_progress = #{request.inProgress},
            employment_status = #{request.employmentStatus},
            expected_join_date = #{request.expectedJoinDate},
            remark = #{request.remark}
        where id = #{id}
          and owner_user_id = #{userId}
    </update>

    <select id="countSalesExpansionByEmployeeNo" resultType="int">
        select count(1)
        from crm_sales_expansion
        where owner_user_id = #{userId}
          and employee_no = #{employeeNo}
    </select>

    <select id="countSalesExpansionByEmployeeNoExcludingId" resultType="int">
        select count(1)
        from crm_sales_expansion
        where owner_user_id = #{userId}
          and employee_no = #{employeeNo}
          and id &lt;&gt; #{excludeId}
    </select>

    <update id="updateChannelExpansion">
        update crm_channel_expansion
        set channel_name = #{request.channelName},
            province = #{request.province},
            office_address = #{request.officeAddress},
            channel_industry = #{request.channelIndustry},
            annual_revenue = #{request.annualRevenue},
            staff_size = #{request.staffSize},
            contact_established_date = #{request.contactEstablishedDate},
            intent_level = #{request.intentLevel},
            has_desktop_exp = #{request.hasDesktopExp},
            contact_name = null,
            contact_title = null,
            contact_mobile = null,
            channel_attribute = #{request.channelAttribute},
            internal_attribute = #{request.internalAttribute},
            stage = #{request.stage},
            landed_flag = #{request.landedFlag},
            expected_sign_date = #{request.expectedSignDate},
            remark = #{request.remark}
        where id = #{id}
          and owner_user_id = #{userId}
    </update>

    <select id="countOwnedSalesExpansion" resultType="int">
        select count(1)
        from crm_sales_expansion
        where id = #{id}
          and owner_user_id = #{userId}
    </select>

    <select id="countOwnedChannelExpansion" resultType="int">
        select count(1)
        from crm_channel_expansion
        where id = #{id}
          and owner_user_id = #{userId}
    </select>

    <insert id="insertExpansionFollowUp">
        insert into crm_expansion_followup (
            biz_type,
            biz_id,
            followup_time,
            followup_type,
            content,
            next_action,
            followup_user_id,
            visit_start_time,
            evaluation_content,
            next_plan
        ) values (
            #{bizType},
            #{bizId},
            #{request.followUpTime},
            #{request.followUpType},
            #{request.content},
            #{request.nextAction},
            #{userId},
            #{request.visitStartTime},
            #{request.evaluationContent},
            #{request.nextPlan}
        )
    </insert>
</mapper>