@chenchaolong/plugin-trade-compliance-workbench 1.0.42 → 1.0.44

package/dist/lib/workbench.service.js

@@ -4062,18 +4062,10 @@ function analyticsAggregationStatement(scope, query, currentYear, purpose) {
     };
 }
 function analyticsDashboardJsonSql(query, tenant, organization, from, to) {
-    const amount = 'COALESCE("metricAmountCny", 0)';
-    const paid = query.mode === 'PURCHASE' && query.dimension !== 'PRODUCT' ? 'COALESCE("metricPaidCny", 0)' : '0';
-    const unpaid = query.mode === 'PURCHASE' && query.dimension !== 'PRODUCT' ? 'COALESCE("metricUnpaidCny", 0)' : '0';
-    const refunded = query.mode === 'PURCHASE' && query.dimension !== 'PRODUCT' ? 'COALESCE("metricRefundedCny", 0)' : '0';
-    const unrefunded = query.mode === 'PURCHASE' && query.dimension !== 'PRODUCT' ? 'COALESCE("metricUnrefundedCny", 0)' : '0';
-    const received = query.mode === 'SALES' && query.dimension !== 'PRODUCT' ? 'COALESCE("metricReceivedCny", 0)' : '0';
-    const unreceived = query.mode === 'SALES' && query.dimension !== 'PRODUCT' ? 'COALESCE("metricUnreceivedCny", 0)' : '0';
-    const purchaseTotal = query.mode === 'PURCHASE' ? amount : '0';
-    const salesTotal = query.mode === 'SALES' ? amount : '0';
+    void query;
     const customerContractReviewCount = `(SELECT COUNT(*) FROM plugin_trade_compliance_import_task task WHERE task."tenantId" = ${tenant} AND task."organizationId" = ${organization} AND task."deletedAt" IS NULL AND task."documentType" = 'CUSTOMER_CONTRACT' AND task.status = 'AWAITING_REVIEW')`;
     const purchaseContractReviewCount = `(SELECT COUNT(*) FROM plugin_trade_compliance_import_task task WHERE task."tenantId" = ${tenant} AND task."organizationId" = ${organization} AND task."deletedAt" IS NULL AND task."documentType" = 'PURCHASE_CONTRACT' AND task.status = 'AWAITING_REVIEW')`;
-    const productRiskCount = `(SELECT COUNT(DISTINCT match."purchaseOrderLineId") FROM plugin_trade_compliance_product_match match WHERE match."tenantId" = ${tenant} AND match."organizationId" = ${organization} AND match."deletedAt" IS NULL)`;
+    const productRiskCount = `(SELECT COUNT(DISTINCT match."purchaseOrderLineId") FROM plugin_trade_compliance_product_match match INNER JOIN plugin_trade_compliance_purchase_order_line line ON line.id = match."purchaseOrderLineId" AND line."tenantId" = match."tenantId" AND line."organizationId" = match."organizationId" AND line."deletedAt" IS NULL INNER JOIN plugin_trade_compliance_purchase_order purchase ON purchase.id = line."purchaseOrderId" AND purchase."tenantId" = line."tenantId" AND purchase."organizationId" = line."organizationId" AND purchase."deletedAt" IS NULL AND purchase."orderDate" BETWEEN ${from} AND ${to} WHERE match."tenantId" = ${tenant} AND match."organizationId" = ${organization} AND match."deletedAt" IS NULL)`;
     const sanctionHitCount = `(SELECT COUNT(*) FROM plugin_trade_compliance_company_sanction_match match WHERE match."tenantId" = ${tenant} AND match."organizationId" = ${organization} AND match."deletedAt" IS NULL)`;
     const salesFileReviewCount = `(SELECT COUNT(*) FROM plugin_trade_compliance_generated_sales_file file WHERE file."tenantId" = ${tenant} AND file."organizationId" = ${organization} AND file."deletedAt" IS NULL AND file."lastEditedAt" IS NULL)`;
     const complianceTodoCount = `(${customerContractReviewCount} + ${purchaseContractReviewCount} + ${productRiskCount} + ${sanctionHitCount} + ${salesFileReviewCount})`;
@@ -4110,15 +4102,57 @@ function analyticsDashboardJsonSql(query, tenant, organization, from, to) {
         GROUP BY EXTRACT(MONTH FROM purchase."orderDate")::int
       ) sales_month USING (month_no)
     ) monthly)`;
-    return `jsonb_build_object(
+    return `(WITH purchase_scope AS (
+      SELECT purchase.id, purchase."supplierId", supplier.name AS "supplierName", purchase."contractNo", purchase."orderDate",
+        purchase."contractAmountCny" AS "purchaseTotalCny", purchase."paidAmountCny" AS "paidCny",
+        GREATEST(purchase."contractAmountCny" - purchase."paidAmountCny", 0) AS "unpaidCny",
+        purchase."refundedAmountCny" AS "refundedCny",
+        GREATEST((SELECT COALESCE(SUM(refund_line."lineAmountTaxIncluded" / (1 + COALESCE(refund_line."vatRate", 0)) * COALESCE(refund_line."refundRate", 0)), 0) FROM plugin_trade_compliance_purchase_order_line refund_line WHERE refund_line."purchaseOrderId" = purchase.id AND refund_line."tenantId" = purchase."tenantId" AND refund_line."organizationId" = purchase."organizationId" AND refund_line."deletedAt" IS NULL) - purchase."refundedAmountCny", 0) AS "unrefundedCny"
+      FROM plugin_trade_compliance_purchase_order purchase
+      INNER JOIN plugin_trade_compliance_supplier supplier ON supplier.id = purchase."supplierId" AND supplier."tenantId" = purchase."tenantId" AND supplier."organizationId" = purchase."organizationId" AND supplier."deletedAt" IS NULL
+      WHERE purchase."tenantId" = ${tenant} AND purchase."organizationId" = ${organization} AND purchase."deletedAt" IS NULL AND purchase."orderDate" BETWEEN ${from} AND ${to}
+    ), sales_scope AS (
+      SELECT raw.*, GREATEST(raw."salesTotalCny" - raw."receivedCny", 0) AS "unreceivedCny", GREATEST(raw."salesTotalCny" - raw."purchaseTotalCny", 0) AS "estimatedGrossProfitCny"
+      FROM (
+        SELECT contract.id AS "customerContractId", purchase.id AS "purchaseOrderId", customer.id AS "customerId", customer.name AS "customerName",
+          COALESCE((SELECT sales_file."salesOrderNoSnapshot" FROM plugin_trade_compliance_generated_sales_file sales_file WHERE sales_file."customerContractId" = contract.id AND sales_file."purchaseOrderId" = purchase.id AND sales_file."tenantId" = contract."tenantId" AND sales_file."organizationId" = contract."organizationId" AND sales_file."deletedAt" IS NULL ORDER BY sales_file."generatedAt" DESC LIMIT 1), contract."contractNo") AS "salesOrderNo", purchase."orderDate",
+          purchase."contractAmountCny" AS "purchaseTotalCny",
+          (SELECT COALESCE(SUM(ROUND(ROUND(sales_line."unitPriceTaxIncluded" * (1 + COALESCE(manual."pricingProfitRateOverride", customer."defaultPricingProfitRate")), 0) * sales_line.quantity, 0)), 0) FROM plugin_trade_compliance_purchase_order_line sales_line WHERE sales_line."purchaseOrderId" = purchase.id AND sales_line."tenantId" = purchase."tenantId" AND sales_line."organizationId" = purchase."organizationId" AND sales_line."deletedAt" IS NULL) AS "salesTotalCny",
+          COALESCE(manual."receivedAmountCny", 0) AS "receivedCny"
+        FROM plugin_trade_compliance_customer_contract contract
+        INNER JOIN plugin_trade_compliance_customer customer ON customer.id = contract."customerId" AND customer."tenantId" = contract."tenantId" AND customer."organizationId" = contract."organizationId" AND customer."deletedAt" IS NULL
+        INNER JOIN plugin_trade_compliance_purchase_order purchase ON purchase."tenantId" = contract."tenantId" AND purchase."organizationId" = contract."organizationId" AND purchase."deletedAt" IS NULL AND contract."normalizedContractNo" = regexp_replace(purchase."normalizedContractNo", '(-[0-9]+)?C$', '') || 'X'
+        LEFT JOIN plugin_trade_compliance_derived_sales_manual manual ON manual."customerContractId" = contract.id AND manual."purchaseOrderId" = purchase.id AND manual."tenantId" = contract."tenantId" AND manual."organizationId" = contract."organizationId" AND manual."deletedAt" IS NULL
+        WHERE contract."tenantId" = ${tenant} AND contract."organizationId" = ${organization} AND contract."deletedAt" IS NULL AND purchase."orderDate" BETWEEN ${from} AND ${to}
+          AND (manual."pricingProfitRateOverride" IS NOT NULL OR (customer."pricingProfitRateStatus" = 'CONFIGURED' AND customer."defaultPricingProfitRate" IS NOT NULL))
+      ) raw
+    ), global_purchase AS (
+      SELECT COALESCE(SUM("purchaseTotalCny"), 0) AS "purchaseTotalCny", COALESCE(SUM("paidCny"), 0) AS "paidCny", COALESCE(SUM("unpaidCny"), 0) AS "unpaidCny", COALESCE(SUM("refundedCny"), 0) AS "refundedCny", COALESCE(SUM("unrefundedCny"), 0) AS "unrefundedCny"
+      FROM purchase_scope
+    ), global_sales AS (
+      SELECT COALESCE(SUM("salesTotalCny"), 0) AS "salesTotalCny", COALESCE(SUM("receivedCny"), 0) AS "receivedCny", COALESCE(SUM("unreceivedCny"), 0) AS "unreceivedCny", COALESCE(SUM("estimatedGrossProfitCny"), 0) AS "estimatedGrossProfitCny"
+      FROM sales_scope
+    ), customer_top AS (
+      SELECT "customerId", MIN("customerName") AS "customerName", SUM("salesTotalCny") AS "salesAmountCny", SUM("estimatedGrossProfitCny") AS "estimatedGrossProfitCny", SUM("unreceivedCny") AS "unreceivedCny", COUNT(*)::bigint AS "orderCount", MAX("orderDate") AS "latestOrderDate"
+      FROM sales_scope GROUP BY "customerId" ORDER BY SUM("salesTotalCny") DESC LIMIT 5
+    ), supplier_top AS (
+      SELECT purchase_scope."supplierId", MIN(purchase_scope."supplierName") AS "supplierName", SUM(purchase_scope."unpaidCny") AS "unpaidCny", COUNT(*)::bigint AS "purchaseOrderCount",
+        COUNT(DISTINCT product_match.id)::bigint AS "productRiskHitCount", COUNT(DISTINCT sanction_match.id)::bigint AS "sanctionHitCount"
+      FROM purchase_scope
+      LEFT JOIN plugin_trade_compliance_purchase_order_line line ON line."purchaseOrderId" = purchase_scope.id AND line."tenantId" = ${tenant} AND line."organizationId" = ${organization} AND line."deletedAt" IS NULL
+      LEFT JOIN plugin_trade_compliance_product_match product_match ON product_match."purchaseOrderLineId" = line.id AND product_match."tenantId" = ${tenant} AND product_match."organizationId" = ${organization} AND product_match."deletedAt" IS NULL
+      LEFT JOIN plugin_trade_compliance_company_sanction_match sanction_match ON sanction_match."supplierId" = purchase_scope."supplierId" AND sanction_match."tenantId" = ${tenant} AND sanction_match."organizationId" = ${organization} AND sanction_match."deletedAt" IS NULL
+      GROUP BY purchase_scope."supplierId" ORDER BY SUM(purchase_scope."unpaidCny") DESC LIMIT 5
+    )
+    SELECT jsonb_build_object(
     'kpis', jsonb_build_object(
-      'purchaseTotalCny', ${purchaseTotal}, 'salesTotalCny', ${salesTotal},
-      'receivedCny', ${received}, 'unreceivedCny', ${unreceived}, 'paidCny', ${paid}, 'unpaidCny', ${unpaid},
-      'refundedCny', ${refunded}, 'unrefundedCny', ${unrefunded},
-      'estimatedGrossProfitCny', GREATEST(${salesTotal} - ${purchaseTotal}, 0),
-      'estimatedGrossProfitRate', CASE WHEN ${salesTotal} > 0 THEN GREATEST(${salesTotal} - ${purchaseTotal}, 0) / ${salesTotal} ELSE 0 END,
+      'purchaseTotalCny', (SELECT "purchaseTotalCny" FROM global_purchase), 'salesTotalCny', (SELECT "salesTotalCny" FROM global_sales),
+      'receivedCny', (SELECT "receivedCny" FROM global_sales), 'unreceivedCny', (SELECT "unreceivedCny" FROM global_sales), 'paidCny', (SELECT "paidCny" FROM global_purchase), 'unpaidCny', (SELECT "unpaidCny" FROM global_purchase),
+      'refundedCny', (SELECT "refundedCny" FROM global_purchase), 'unrefundedCny', (SELECT "unrefundedCny" FROM global_purchase),
+      'estimatedGrossProfitCny', (SELECT "estimatedGrossProfitCny" FROM global_sales),
+      'estimatedGrossProfitRate', CASE WHEN (SELECT "salesTotalCny" FROM global_sales) > 0 THEN (SELECT "estimatedGrossProfitCny" FROM global_sales) / (SELECT "salesTotalCny" FROM global_sales) ELSE 0 END,
       'complianceTodoCount', ${complianceTodoCount},
-      'riskExposureCny', (${unreceived} + ${unpaid})
+      'riskExposureCny', ((SELECT "unreceivedCny" FROM global_sales) + (SELECT "unpaidCny" FROM global_purchase) + (SELECT "unrefundedCny" FROM global_purchase))
     ),
     'monthlyTrend', ${monthlyTrend},
     'todos', jsonb_build_array(
@@ -4131,19 +4165,22 @@ function analyticsDashboardJsonSql(query, tenant, organization, from, to) {
     'riskDistribution', jsonb_build_array(
       jsonb_build_object('key', 'product-risk', 'label', '管控商品命中', 'count', ${productRiskCount}),
       jsonb_build_object('key', 'sanction-hit', 'label', '制裁公司命中', 'count', ${sanctionHitCount}),
-      jsonb_build_object('key', 'sales-file-review', 'label', '销售文件待复核', 'count', ${salesFileReviewCount})
+      jsonb_build_object('key', 'customer-contract-review', 'label', '客户合同待审核', 'count', ${customerContractReviewCount}),
+      jsonb_build_object('key', 'purchase-contract-review', 'label', '采购合同待审核', 'count', ${purchaseContractReviewCount}),
+      jsonb_build_object('key', 'sales-file-review', 'label', '销售文件待复核', 'count', ${salesFileReviewCount}),
+      jsonb_build_object('key', 'capital-risk', 'label', '未收/未付资金风险', 'count', (SELECT COUNT(*) FROM sales_scope WHERE "unreceivedCny" > 0) + (SELECT COUNT(*) FROM purchase_scope WHERE "unpaidCny" > 0), 'amountCny', ((SELECT "unreceivedCny" FROM global_sales) + (SELECT "unpaidCny" FROM global_purchase)))
     ),
-    'customerValueTop5', '[]'::jsonb,
-    'receivableRiskTop5', '[]'::jsonb,
-    'supplierRiskTop5', '[]'::jsonb,
-    'salesFileReviews', '[]'::jsonb,
-    'riskOrders', '[]'::jsonb,
+    'customerValueTop5', (SELECT COALESCE(jsonb_agg(jsonb_build_object('customerId', customer_top."customerId", 'customerName', customer_top."customerName", 'salesAmountCny', customer_top."salesAmountCny", 'estimatedGrossProfitCny', customer_top."estimatedGrossProfitCny", 'estimatedGrossProfitRate', CASE WHEN customer_top."salesAmountCny" > 0 THEN customer_top."estimatedGrossProfitCny" / customer_top."salesAmountCny" ELSE 0 END, 'unreceivedCny', customer_top."unreceivedCny", 'riskStatus', CASE WHEN customer_top."unreceivedCny" >= 100000 THEN 'HIGH' WHEN customer_top."unreceivedCny" > 0 THEN 'MEDIUM' ELSE 'LOW' END) ORDER BY customer_top."salesAmountCny" DESC), '[]'::jsonb) FROM customer_top),
+    'receivableRiskTop5', (SELECT COALESCE(jsonb_agg(jsonb_build_object('customerId', customer_top."customerId", 'customerName', customer_top."customerName", 'unreceivedCny', customer_top."unreceivedCny", 'orderCount', customer_top."orderCount", 'latestOrderDate', customer_top."latestOrderDate") ORDER BY customer_top."unreceivedCny" DESC), '[]'::jsonb) FROM customer_top WHERE customer_top."unreceivedCny" > 0),
+    'supplierRiskTop5', (SELECT COALESCE(jsonb_agg(jsonb_build_object('supplierId', supplier_top."supplierId", 'supplierName', supplier_top."supplierName", 'unpaidCny', supplier_top."unpaidCny", 'sanctionHitCount', supplier_top."sanctionHitCount", 'productRiskHitCount', supplier_top."productRiskHitCount", 'purchaseOrderCount', supplier_top."purchaseOrderCount") ORDER BY supplier_top."unpaidCny" DESC), '[]'::jsonb) FROM supplier_top WHERE supplier_top."unpaidCny" > 0 OR supplier_top."sanctionHitCount" > 0 OR supplier_top."productRiskHitCount" > 0),
+    'salesFileReviews', (SELECT COALESCE(jsonb_agg(jsonb_build_object('fileId', file.id, 'fileName', file."fileName", 'fileType', file."fileType", 'salesOrderNo', file."salesOrderNoSnapshot", 'reason', '生成后尚未在线审核确认', 'generatedAt', file."generatedAt") ORDER BY file."generatedAt" DESC), '[]'::jsonb) FROM (SELECT * FROM plugin_trade_compliance_generated_sales_file file WHERE file."tenantId" = ${tenant} AND file."organizationId" = ${organization} AND file."deletedAt" IS NULL AND file."lastEditedAt" IS NULL ORDER BY file."generatedAt" DESC LIMIT 5) file),
+    'riskOrders', (SELECT COALESCE(jsonb_agg(risk_item.item), '[]'::jsonb) FROM (SELECT jsonb_build_object('orderKey', 'sales:' || sales_scope."purchaseOrderId"::text, 'orderNo', sales_scope."salesOrderNo", 'partyName', sales_scope."customerName", 'riskType', '未收款风险', 'riskAmountCny', sales_scope."unreceivedCny", 'status', '待跟进') AS item, sales_scope."unreceivedCny" AS amount FROM sales_scope WHERE sales_scope."unreceivedCny" > 0 UNION ALL SELECT jsonb_build_object('orderKey', 'purchase:' || purchase_scope.id::text, 'orderNo', purchase_scope."contractNo", 'partyName', purchase_scope."supplierName", 'riskType', '未付款风险', 'riskAmountCny', purchase_scope."unpaidCny", 'status', '待跟进') AS item, purchase_scope."unpaidCny" AS amount FROM purchase_scope WHERE purchase_scope."unpaidCny" > 0 ORDER BY amount DESC LIMIT 5) risk_item),
     'dataSources', jsonb_build_array(
       jsonb_build_object('label', '采购订单', 'description', '采购金额、付款记录、退税记录'),
       jsonb_build_object('label', '销售订单', 'description', '销售金额、收款记录、客户合同关联'),
       jsonb_build_object('label', '合规风险', 'description', '目录匹配、制裁匹配、合同审核、销售文件复核')
     )
-  )`;
+  ))`;
 }
 function analyticsDetailFromRaw(row, query) {
     const base = { key: String(row.key), label: String(row.label), orderCount: Number(row.orderCount), amountCny: moneyString(row.amountCny) };