508 lines
20 KiB
SQL
508 lines
20 KiB
SQL
-- Import OMS existing project-space opportunities into CRM.
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--
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-- Source workbook: /Users/kangwenjing/Downloads/OMS存量项目空间（研发转录CRM）0423.xlsx
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-- Source sheet: OMS已立项
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--
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-- Re-runnable behavior:
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-- - crm_customer is reused by generated customer_code, or by customer_name + default owner/null owner.
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-- - crm_opportunity is upserted by opportunity_code, which comes from OMS 项目ID.
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-- - The Excel 售前ID/售前 columns are imported as pre_sales_id/pre_sales_name.
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-- - owner_user_id is still required by crm_opportunity, so this script uses a default enabled user.
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--
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-- Mapping notes:
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-- - 项目ID -> crm_opportunity.opportunity_code
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-- - 项目名称 -> crm_opportunity.opportunity_name
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-- - 最终客户名称/区域/行业 -> crm_customer
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-- - 区域 -> crm_customer.province and crm_opportunity.project_location, normalized with 省/市/自治区 suffix
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-- - 售前ID/售前 -> crm_opportunity.pre_sales_id/pre_sales_name
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-- - 下单时间 -> crm_opportunity.expected_close_date
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-- - 项目状态 = 已下单 -> stage/status won, archived true
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-- - 项目状态 = 重点跟进 -> stage S4A when dictionary exists, otherwise business_negotiation
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-- - 项目状态 = 商机 -> stage S0 when dictionary exists, otherwise initial_contact
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--
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-- If your SQL client reports "current transaction is aborted", run this first:
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-- rollback;
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--
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-- This script intentionally avoids an explicit begin/commit so GUI SQL clients can
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-- execute it statement-by-statement without getting stuck in an aborted transaction.
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rollback;
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drop table if exists tmp_oms_opportunity_import;
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drop table if exists tmp_oms_area_map;
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drop table if exists tmp_oms_default_owner;
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drop table if exists tmp_oms_dict_values;
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drop table if exists tmp_oms_stage_codes;
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create temp table tmp_oms_opportunity_import (
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row_no integer not null,
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project_status varchar(50) not null,
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project_id varchar(50) not null,
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project_name varchar(200) not null,
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confidence_pct varchar(1) not null,
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customer_name varchar(200) not null,
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province varchar(50),
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industry varchar(50),
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pre_sales_id bigint,
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pre_sales_name varchar(100) not null,
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amount numeric(18, 2) not null,
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order_date date
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) on commit preserve rows;
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insert into tmp_oms_opportunity_import (
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row_no,
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project_status,
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project_id,
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project_name,
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confidence_pct,
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customer_name,
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province,
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industry,
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pre_sales_id,
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pre_sales_name,
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amount,
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order_date
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) values
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(2, '重点跟进', 'V001385', '贵州省公安厅云桌面增补项目', 'B', '贵州省公安厅', '贵州', '政府', 104, '陈畅', 71152, '2026-04-30'),
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(3, '重点跟进', 'V001427', '低压电工上岗证鉴定中心设备采购项目', 'B', '东莞职业技术学院', '广东', '教育科研', 105, '杨钊', 80000, '2026-04-30'),
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(4, '重点跟进', 'V001496', '江门市中心医院云终端设备的采购项目', 'B', '江门市中心医院', '广东', '医疗', 105, '杨钊', 500000, '2026-04-08'),
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(5, '重点跟进', 'V001464', '兰州石化职业技术大学云桌面升级改造项目', 'B', '兰州石化职业技术大学', '甘肃', '教育科研', 128, '骆栋', 1600000, '2026-05-01'),
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(6, '重点跟进', 'V001527', '池州职业技术学院云桌面', 'B', '池州职业技术学院', '安徽', '教育科研', 109, '韦东东', 2200000, null),
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(7, '重点跟进', 'V001377', '马鞍山GA云桌面扩容', 'B', '马鞍山公安局', '安徽', '政府', 109, '韦东东', 100000, null),
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(8, '重点跟进', 'V001454', '宁阳县职业中等专业学校云桌面续保（2026）', 'A', '宁阳县职业中等专业学校', '山东', '教育科研', 110, '魏光耀', 23850, '2026-05-01'),
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(9, '重点跟进', 'V001434', '河北省电视台云桌面定制开发', 'C', '河北省电视台', '河北', '政府', 110, '魏光耀', 67200, '2026-04-01'),
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(10, '重点跟进', 'V001474', '邯郸市邯山区阳光实验中学云桌面项目（2026）', 'A', '邯郸市邯山区阳光实验中学', '河北', '教育科研', 110, '魏光耀', 133000, '2026-04-01'),
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(11, '重点跟进', 'V001446', '山东旅游职业学院云教室项目', 'C', '山东旅游职业学院', '山东', '教育科研', 110, '魏光耀', 529671, '2026-05-01'),
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(12, '商机', 'V001253', '中国生物云桌面项目', 'B', '中国生物技术股份有限公司', '北京', '企业', 110, '魏光耀', 250000, '2026-10-01'),
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(13, '商机', 'V001441', '中铁第五勘察设计院云桌面项目', 'B', '中铁第五勘察设计院集团有限公司', '北京', '企业', 110, '魏光耀', 92915, '2026-06-01'),
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(14, '商机', 'V001365', '泰山玻璃纤维（太原）云桌面项目', 'B', '泰山玻璃纤维有限公司', '北京', '企业', 110, '魏光耀', 90276.5, '2026-04-03'),
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(15, '商机', 'V001437', '北京生物国产化云桌面项目', 'C', '北京生物制品研究所有限责任公司', '北京', '企业', 110, '魏光耀', 91100, '2026-10-01'),
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(16, '商机', 'V001445', '清华大学生命科学学院云桌面项目', 'B', '清华大学', '北京', '教育科研', 110, '魏光耀', 89032, '2026-06-01'),
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(17, '重点跟进', 'V001521', '北京北重汽轮电机C3300终端扩容', 'A', '北京北重汽轮电机有限责任公司', '北京', '企业', 110, '魏光耀', 33600, '2026-04-30'),
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(18, '重点跟进', 'V001507', '青岛物元半导体云桌面扩容（2026）', 'A', '物元半导体技术（青岛）有限公司', '山东', '企业', 110, '魏光耀', 217107, '2026-06-30'),
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(19, '重点跟进', 'V001513', '东方物探云桌面扩容项目', 'A', '中国石油集团东方地球物理勘探有限责任公司', '北京', '电力能源', 110, '魏光耀', 69260.4, '2026-04-30'),
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(20, '重点跟进', 'V001494', '天津国土资源和房屋职业学院云教室项目（终端增补）2026', 'A', '天津国土资源和房屋职业学院', '天津', '教育科研', 110, '魏光耀', 899000, '2026-06-30'),
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(21, '重点跟进', 'V001530', '山东博源精密机械云桌面', 'B', '山东博源精密机械有限公司', '山东', '企业', 110, '魏光耀', 758400, '2026-06-30'),
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(22, '重点跟进', 'V001153', '中建集团云桌面项目', 'A', '中国建筑集团有限公司', '北京', '企业', 110, '魏光耀', 1292280, '2026-06-30'),
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(23, '重点跟进', 'V001166', '教育考试院云桌面项目', 'A', '教育部教育考试院', '北京', '教育科研', 110, '魏光耀', 84965, '2026-06-30'),
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(24, '商机', 'V001313', '吉林移动云桌面扩容', 'A', '吉林移动', '吉林', '企业', 106, '杨坤融', 890000, '2026-06-12'),
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(25, '重点跟进', 'V001399', '佳木斯大学云桌面项目', 'B', '佳木斯大学', '内蒙古', '教育科研', 105, '杨钊', 895210, '2026-05-15'),
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(26, '商机', 'V001523', '雅江集团云桌面项目', 'C', '中国雅江集团有限公司', '四川', '企业', 105, '杨钊', 5000000, '2026-04-30'),
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(27, '商机', 'V001515', '福建闽侯公安', 'B', '闽侯公安局', '福建', '政府', 130, '张锦杰', 150000, '2026-04-30'),
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(28, '商机', 'V001435', '东亚银行Citrix桌面云国产化项目', 'B', '上海东亚银行', '上海', '金融', 130, '张锦杰', 300000, '2026-06-01'),
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(29, '商机', 'V001522', '上海泽丰半导体云桌面项目', 'C', '上海泽丰半导体', '上海', '企业', 130, '张锦杰', 800000, '2026-06-01'),
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(30, '商机', 'V001416', '海南移动自研1500点桌面云', 'C', '海南省移动', '海南', '企业', 130, '张锦杰', 4500000, '2026-06-30'),
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(31, '重点跟进', 'V000001', '江西省余江区总医院人民医院项目', 'A', '江西省余江区总医院人民医院', '江西', '医疗', 130, '张锦杰', 11000, '2026-04-02'),
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(32, '重点跟进', 'V001281', '厦门翔安机场口岸通关港口', 'C', '厦门翔安机场', '福建', '企业', 130, '张锦杰', 310000, null),
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(33, '重点跟进', 'V001299', '抚州公安300点VDI利旧', 'A', '抚州市公安局', '江西', '政府', 130, '张锦杰', 300000, '2026-04-30'),
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(34, '重点跟进', 'V001493', '江西新建区人民医院-二期扩容', 'B', '江西新建区人民医院', '江西', '医疗', 130, '张锦杰', 422830, '2026-05-15');
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create temp table tmp_oms_default_owner (
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owner_user_id bigint not null,
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owner_source text not null
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) on commit preserve rows;
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create temp table tmp_oms_area_map (
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raw_area varchar(50) not null primary key,
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normalized_area varchar(50) not null
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) on commit preserve rows;
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create temp table tmp_oms_stage_codes (
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initial_stage varchar(50) not null,
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follow_stage varchar(50) not null
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) on commit preserve rows;
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create temp table tmp_oms_dict_values (
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opportunity_type varchar(50) not null
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) on commit preserve rows;
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insert into tmp_oms_stage_codes (initial_stage, follow_stage)
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values ('initial_contact', 'business_negotiation');
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insert into tmp_oms_dict_values (opportunity_type)
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values ('新建');
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insert into tmp_oms_area_map (raw_area, normalized_area)
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select distinct
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province as raw_area,
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case province
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when '北京' then '北京市'
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when '上海' then '上海市'
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when '天津' then '天津市'
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when '重庆' then '重庆市'
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when '内蒙古' then '内蒙古自治区'
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when '广西' then '广西壮族自治区'
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when '西藏' then '西藏自治区'
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when '宁夏' then '宁夏回族自治区'
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when '新疆' then '新疆维吾尔自治区'
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when '香港' then '香港特别行政区'
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when '澳门' then '澳门特别行政区'
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when '河北' then '河北省'
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when '山西' then '山西省'
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when '辽宁' then '辽宁省'
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when '吉林' then '吉林省'
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when '黑龙江' then '黑龙江省'
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when '江苏' then '江苏省'
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when '浙江' then '浙江省'
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when '安徽' then '安徽省'
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when '福建' then '福建省'
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when '江西' then '江西省'
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when '山东' then '山东省'
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when '河南' then '河南省'
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when '湖北' then '湖北省'
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when '湖南' then '湖南省'
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when '广东' then '广东省'
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when '海南' then '海南省'
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when '四川' then '四川省'
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when '贵州' then '贵州省'
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when '云南' then '云南省'
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when '陕西' then '陕西省'
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when '甘肃' then '甘肃省'
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when '青海' then '青海省'
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when '台湾' then '台湾省'
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else province
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end as normalized_area
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from tmp_oms_opportunity_import
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where province is not null
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and btrim(province) <> '';
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do $$
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declare
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uid_column text;
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username_filter text := '';
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status_filter text := '';
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deleted_filter text := '';
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default_owner_sql text;
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invalid_confidence text;
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duplicate_project_ids text;
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begin
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select string_agg(format('第%s行:%s', row_no, confidence_pct), ', ' order by row_no)
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into invalid_confidence
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from tmp_oms_opportunity_import
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where confidence_pct not in ('A', 'B', 'C');
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if invalid_confidence is not null then
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raise exception 'OMS存量商机导入失败：把握度仅支持 A/B/C，异常数据：%', invalid_confidence;
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end if;
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select string_agg(project_id, ', ' order by project_id)
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into duplicate_project_ids
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from (
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select project_id
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from tmp_oms_opportunity_import
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group by project_id
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having count(*) > 1
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) duplicated;
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if duplicate_project_ids is not null then
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raise exception 'OMS存量商机导入失败：项目ID重复，无法按 opportunity_code 幂等导入：%', duplicate_project_ids;
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end if;
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if to_regclass('public.sys_user') is null then
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raise exception 'OMS存量商机导入失败：sys_user 表不存在，无法确定商机默认负责人 owner_user_id';
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end if;
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select case
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when exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'user_id'
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) then 'user_id'
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when exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'id'
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) then 'id'
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else null
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end
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into uid_column;
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if uid_column is null then
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raise exception 'OMS存量商机导入失败：sys_user 缺少 user_id/id 字段，无法写入 owner_user_id';
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end if;
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if exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'status'
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) then
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status_filter := ' and coalesce(u.status, 1) = 1';
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end if;
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if exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'is_deleted'
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) then
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deleted_filter := ' and coalesce(u.is_deleted, 0) = 0';
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end if;
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if exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'username'
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) then
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username_filter := 'case when btrim(coalesce(u.username::text, '''')) = ''admin'' then 0 else 1 end,';
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end if;
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default_owner_sql := format(
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'insert into tmp_oms_default_owner (owner_user_id, owner_source)
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select u.%1$I::bigint, ''default sys_user for OMS import''
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from public.sys_user u
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where u.%1$I is not null%2$s%3$s
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order by %4$s u.%1$I asc
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limit 1',
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uid_column,
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status_filter,
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deleted_filter,
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username_filter
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);
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execute default_owner_sql;
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if not exists (select 1 from tmp_oms_default_owner) then
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raise exception 'OMS存量商机导入失败：未找到可用的默认商机负责人，请先确认 sys_user 中存在启用用户';
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end if;
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end $$;
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do $$
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begin
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if to_regclass('public.sys_dict_item') is not null then
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execute $sql$
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update tmp_oms_stage_codes
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set initial_stage = coalesce((
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select s.item_value
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from public.sys_dict_item s
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where s.type_code = 'sj_xmjd'
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and s.item_value = 'S0'
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and coalesce(s.status, 1) = 1
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and coalesce(s.is_deleted, 0) = 0
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limit 1
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), initial_stage),
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follow_stage = coalesce((
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select s.item_value
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from public.sys_dict_item s
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where s.type_code = 'sj_xmjd'
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and s.item_value = 'S4A'
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and coalesce(s.status, 1) = 1
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and coalesce(s.is_deleted, 0) = 0
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limit 1
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), follow_stage)
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$sql$;
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execute $sql$
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update tmp_oms_dict_values
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set opportunity_type = coalesce((
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select s.item_value
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from public.sys_dict_item s
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where s.type_code = 'sj_jslx'
|
||
and s.item_label = '新建'
|
||
and coalesce(s.status, 1) = 1
|
||
and coalesce(s.is_deleted, 0) = 0
|
||
order by s.sort_order asc nulls last
|
||
limit 1
|
||
), opportunity_type)
|
||
$sql$;
|
||
end if;
|
||
|
||
if to_regclass('public.cnarea') is not null then
|
||
execute $sql$
|
||
update tmp_oms_area_map m
|
||
set normalized_area = coalesce((
|
||
select c.name
|
||
from public.cnarea c
|
||
where c.level = 1
|
||
and (
|
||
c.name = m.raw_area
|
||
or c.short_name = m.raw_area
|
||
or replace(c.name, '省', '') = m.raw_area
|
||
or replace(replace(replace(replace(replace(c.name, '市', ''), '自治区', ''), '壮族', ''), '回族', ''), '维吾尔', '') = m.raw_area
|
||
)
|
||
order by c.area_code asc, c.id asc
|
||
limit 1
|
||
), m.normalized_area)
|
||
$sql$;
|
||
end if;
|
||
end $$;
|
||
|
||
with customer_source as (
|
||
select distinct on (t.customer_name, d.owner_user_id)
|
||
'OMS-CUS-' || substr(md5(btrim(t.customer_name) || ':' || d.owner_user_id::text), 1, 16) as customer_code,
|
||
t.customer_name,
|
||
t.industry,
|
||
coalesce(am.normalized_area, t.province) as province,
|
||
d.owner_user_id
|
||
from tmp_oms_opportunity_import t
|
||
left join tmp_oms_area_map am on am.raw_area = t.province
|
||
cross join tmp_oms_default_owner d
|
||
order by t.customer_name, d.owner_user_id, t.row_no
|
||
)
|
||
insert into crm_customer (
|
||
customer_code,
|
||
customer_name,
|
||
customer_type,
|
||
industry,
|
||
province,
|
||
owner_user_id,
|
||
source,
|
||
status,
|
||
remark,
|
||
created_at,
|
||
updated_at
|
||
)
|
||
select
|
||
cs.customer_code,
|
||
cs.customer_name,
|
||
null,
|
||
cs.industry,
|
||
cs.province,
|
||
cs.owner_user_id,
|
||
'OMS存量导入',
|
||
'following',
|
||
'来自 OMS 存量项目空间（研发转录CRM）0423',
|
||
now(),
|
||
now()
|
||
from customer_source cs
|
||
where not exists (
|
||
select 1
|
||
from crm_customer c
|
||
where btrim(c.customer_name) = btrim(cs.customer_name)
|
||
and (c.owner_user_id = cs.owner_user_id or c.owner_user_id is null)
|
||
)
|
||
on conflict (customer_code) do update
|
||
set customer_name = excluded.customer_name,
|
||
industry = coalesce(nullif(crm_customer.industry, ''), excluded.industry),
|
||
province = coalesce(nullif(crm_customer.province, ''), excluded.province),
|
||
owner_user_id = coalesce(crm_customer.owner_user_id, excluded.owner_user_id),
|
||
source = coalesce(nullif(crm_customer.source, ''), excluded.source),
|
||
updated_at = now();
|
||
|
||
insert into crm_opportunity (
|
||
opportunity_code,
|
||
opportunity_name,
|
||
customer_id,
|
||
owner_user_id,
|
||
project_location,
|
||
operator_name,
|
||
amount,
|
||
expected_close_date,
|
||
confidence_pct,
|
||
stage,
|
||
opportunity_type,
|
||
product_type,
|
||
source,
|
||
sales_expansion_id,
|
||
channel_expansion_id,
|
||
pre_sales_id,
|
||
pre_sales_name,
|
||
competitor_name,
|
||
archived,
|
||
archived_at,
|
||
pushed_to_oms,
|
||
oms_push_time,
|
||
description,
|
||
status,
|
||
created_at,
|
||
updated_at
|
||
)
|
||
select
|
||
t.project_id,
|
||
t.project_name,
|
||
customer_match.id,
|
||
d.owner_user_id,
|
||
coalesce(am.normalized_area, t.province),
|
||
null,
|
||
t.amount,
|
||
t.order_date,
|
||
t.confidence_pct,
|
||
case
|
||
when t.project_status = '已下单' then 'won'
|
||
when t.project_status = '重点跟进' then sc.follow_stage
|
||
else sc.initial_stage
|
||
end,
|
||
dv.opportunity_type,
|
||
'VDI云桌面',
|
||
'OMS存量导入',
|
||
null,
|
||
null,
|
||
t.pre_sales_id,
|
||
t.pre_sales_name,
|
||
null,
|
||
t.project_status = '已下单',
|
||
case when t.project_status = '已下单' then coalesce(t.order_date::timestamptz, now()) else null end,
|
||
true,
|
||
now(),
|
||
concat_ws(E'\n',
|
||
'OMS存量项目空间（研发转录CRM）0423导入',
|
||
'原项目状态：' || t.project_status,
|
||
'原项目ID：' || t.project_id
|
||
),
|
||
case when t.project_status = '已下单' then 'won' else 'active' end,
|
||
now(),
|
||
now()
|
||
from tmp_oms_opportunity_import t
|
||
left join tmp_oms_area_map am on am.raw_area = t.province
|
||
cross join tmp_oms_default_owner d
|
||
cross join tmp_oms_stage_codes sc
|
||
cross join tmp_oms_dict_values dv
|
||
join lateral (
|
||
select c.id
|
||
from crm_customer c
|
||
where c.customer_code = 'OMS-CUS-' || substr(md5(btrim(t.customer_name) || ':' || d.owner_user_id::text), 1, 16)
|
||
or (
|
||
btrim(c.customer_name) = btrim(t.customer_name)
|
||
and (c.owner_user_id = d.owner_user_id or c.owner_user_id is null)
|
||
)
|
||
order by
|
||
case
|
||
when c.customer_code = 'OMS-CUS-' || substr(md5(btrim(t.customer_name) || ':' || d.owner_user_id::text), 1, 16) then 0
|
||
when c.owner_user_id = d.owner_user_id then 1
|
||
else 2
|
||
end,
|
||
c.id
|
||
limit 1
|
||
) customer_match on true
|
||
on conflict (opportunity_code) do update
|
||
set opportunity_name = excluded.opportunity_name,
|
||
customer_id = excluded.customer_id,
|
||
owner_user_id = excluded.owner_user_id,
|
||
project_location = excluded.project_location,
|
||
amount = excluded.amount,
|
||
expected_close_date = excluded.expected_close_date,
|
||
confidence_pct = excluded.confidence_pct,
|
||
stage = excluded.stage,
|
||
opportunity_type = excluded.opportunity_type,
|
||
product_type = excluded.product_type,
|
||
source = excluded.source,
|
||
pre_sales_id = excluded.pre_sales_id,
|
||
pre_sales_name = excluded.pre_sales_name,
|
||
archived = excluded.archived,
|
||
archived_at = excluded.archived_at,
|
||
pushed_to_oms = excluded.pushed_to_oms,
|
||
oms_push_time = coalesce(crm_opportunity.oms_push_time, excluded.oms_push_time),
|
||
description = excluded.description,
|
||
status = excluded.status,
|
||
updated_at = now();
|
||
|
||
select
|
||
count(*) as imported_rows,
|
||
count(*) filter (where project_status = '已下单') as won_rows,
|
||
count(*) filter (where project_status <> '已下单') as active_rows,
|
||
sum(amount) as total_amount
|
||
from tmp_oms_opportunity_import;
|
||
|
||
select
|
||
owner_user_id as default_owner_user_id,
|
||
owner_source
|
||
from tmp_oms_default_owner;
|