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数据权限控制+排序功能

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This commit is contained in:
yangkunan 2024-11-24 15:21:04 +08:00
parent cfde02b97e
commit a24caf3443
15 changed files with 652 additions and 225 deletions
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8
.idea/sqldialects.xml
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@ -1,9 +1,9 @@
<?xml version="1.0" encoding="UTF-8"?>
<project version="4">
<component name="SqlDialectMappings">
<file url="file://$PROJECT_DIR$/BI/销售业绩/市场费用报销明细.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/BI/销售业绩/电商销售订单.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/BI/销售业绩/经销商出货.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/BI/销售业绩/电商销售订单-废弃.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/BI/销售业绩/经销商出货-废弃.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/BI/销售业绩/销售订单.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/tianbao/产品档案填报.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/tianbao/基础指标填报表.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/tianbao/财务预算填报.sql" dialect="PostgreSQL" />
@ -12,7 +12,9 @@
<file url="file://$PROJECT_DIR$/FineReport/财务主题/报表/费用/1_1_1OA表单下钻.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/财务主题/报表/费用/1_1财务凭证下钻.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/财务主题/报表/费用/4-财务费用汇总表.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/销售主题/报表/终端奖励对账.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/销售主题/报表/销售业绩/城市单元业绩达成.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/销售主题/报表/销售业绩/市场费用使用情况.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/销售主题/报表/销售业绩/酱酒计划执行表.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/销售主题/报表/销售业绩/销售业绩组合统计表.sql" dialect="PostgreSQL" />
<file url="file://$PROJECT_DIR$/FineReport/销售主题/报表/销售业绩/销售指标月度汇总.sql" dialect="PostgreSQL" />

34
BI/销售业绩/市场费用报销明细.sql
View File

@ -1,34 +0,0 @@
select
bill_code -- 报销单号
,bill_status -- 审核状态
,ct_code -- 合同付款单号
,budget_code -- 预算编号
,credence_code -- 凭证号
,plan_code -- 方案号
,bill_date -- 报销时间
,stat_year -- 年
,stat_month -- 月
,deal_code -- 经销商编码
,deal_name -- 经销商名称
,src_deal_code -- 子经销商编码
,src_deal_name -- 子经销商名称
,city_unit_code -- 城市单元编码
,city_unit_name -- 城市单元名称
,office_code -- 办事处编码
,office_name -- 办事处
,region_code -- 大区编码
,region_name -- 大区
,bu_name -- 事业部
,prodline_name -- 产品线
,fist_item -- 一级项目
,cost_source -- 费用来源
,cost_item -- 费用项目
,activity_type -- 活动类型
,pay_way -- 支付方式
,pay_way_class -- 支付方式类别
,is_valid
,audit_name -- 终审人
-- 单据状态
,amt_fill -- 填报金额
,amt_approval -- 审批金额
from dm.v_ag_str_sale_use_budget

31
BI/销售业绩/电商销售订单.sql → BI/销售业绩/电商销售订单-废弃.sql
View File

@ -1,9 +1,13 @@
-- ======================================
-- 2024-11-21：由李维调整完毕
-- ======================================
SELECT
*
FROM dm.v_ag_sal_eorder
FROM dm.v_ag_sal_eorder a
-- 订单时间
WHERE order_time >= '${sStart_date}'
AND order_time <= '${sEnd_date}'
WHERE order_time >= '${sOrder_start_date}'
AND order_time <= '${sOrder_end_date}'
-- 商品 eproduct_code 、eproduct_name
${if(len(sEproduct_code) == 0,"","and eproduct_name in ('" + sEproduct_code + "')")}
@ -29,4 +33,25 @@ ${if(len(sOrder_status) == 0,"","and order_status in ('" + sOrder_status + "')")
${if(len(sProd) == 0,"","and product_code in ('" + sProd + "')")}
-- 金额区间
${if(len(sStart_amt) == 0,"","and ordered_amt >= " + sStart_amt + "")}
${if(len(sEnd_amt) == 0,"","and ordered_amt <= " + sEnd_amt + "")}
-- 权限控制
AND exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and (
is_all = 1
OR per_code = a.p_bu_code -- 事业部
-- OR per_code = a.region_code -- 大区
-- OR per_code = a.office_code -- 城市单元
OR per_code = a.city_unit_code -- 城市单元
)
)

34
BI/销售业绩/经销商出货.sql → BI/销售业绩/经销商出货-废弃.sql
View File

@ -1,3 +1,6 @@
-- ======================================
-- 2024-11-21：由李维调整完毕
-- ======================================
SELECT
*
,CASE WHEN bu_code ='0202/0223'
@ -9,23 +12,20 @@ SELECT
THEN '成都市场'
ELSE region_name
END AS report_region_name -- 报表大区
FROM dm.v_ag_sal_cust_flow
FROM dm.v_ag_sal_cust_flow a
-- 出货时间
WHERE bill_time >= '${sStart_date}'
AND bill_time <= '${sEnd_date}'
-- 事业部
${if(len(sBu) == 0,"","and bu_code in ('" + sBu + "')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code in ('" + sRegion + "')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code in ('" + sOffice + "')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code in ('" + sCu + "')")}
@ -44,12 +44,34 @@ ${if(len(sProd) == 0,"","and product_code in ('" + sProd + "')")}
-- 产品线
${if(len(sPl_name) == 0,"","and pl_name in ('" + sPl_name + "')")}
-- 金额区间
${if(len(sStart_amt) == 0,"","and ordered_amt >= " + sStart_amt + "")}
${if(len(sEnd_amt) == 0,"","and ordered_amt <= " + sEnd_amt + "")}
-- 子主经销商筛选
${if(sIs_srcdeal== "主经销商",if(len(sDeal)==0,"","and deal_code in ('" + sDeal + "')"),if(len(sDeal)==0,"","and src_deal_code in ('" +sDeal + "')"))}
${if(sSub_main== "主经销商",if(len(sDeal)==0,"","and deal_code in ('" + sDeal + "')"),if(len(sDeal)==0,"","and src_deal_code in ('" +sDeal + "')"))}
-- 收货方
${if(len(sOpposite) == 0,"","and opposite_name in ('" + sOpposite + "')")}
${if(len(sOpposite_name) == 0,"","and opposite_name in ('" + sOpposite_name + "')")}
-- 单据号 bill_code
${if(len(sBill) == 0,"","and bill_code in ('" + sBill + "')")}
-- 权限控制
AND exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and (
is_all = 1
OR per_code = a.bu_code -- 事业部
OR per_code = a.region_code -- 大区
OR per_code = a.office_code -- 城市单元
OR per_code = a.city_unit_code -- 城市单元
)
)

4
BI/销售业绩/销售发货明细.sql → BI/销售业绩/销售发货明细-废弃.sql
View File

@ -1,4 +1,6 @@
-- ======================================
-- 2024-11-21：由李维调整完毕
-- ======================================
select
*
,CASE

3
BI/销售业绩/销售回款明细.sql → BI/销售业绩/销售回款明细-废弃.sql
View File

@ -1,3 +1,6 @@
-- ======================================
-- 2024-11-21：由李维调整完毕
-- ======================================
select * from dm.v_ag_sal_collection
where 1=1
${if(len(p_bill_code) == 0,"","and bill_code in ('" + p_bill_code + "')")}

92
BI/销售业绩/销售订单.sql Normal file
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@ -0,0 +1,92 @@
SELECT
pk
,order_code -- 订单号
,src_order_code -- 来源订单号
,order_time -- 订单时间
,order_type -- 订单类型
,city_unit_code -- 城市单元编码
,city_unit_name -- 城市单元
,office_code -- 办事处编码
,office_name -- 办事处
,region_code -- 大区编码
,region_name -- 大区名称
,bu_code -- 事业部编码
,bu_name -- 事业部
,province_name -- 省份
,city_name -- 市区
,deal_code -- 主经销商编码
,deal_name -- 主经销商名称
,src_deal_code -- 子经销商编码
,src_deal_name -- 子经销商名称
,deal_type -- 经销商类型
,yys_code -- 运营商编码
,yys_name -- 运营商名称
,product_code -- 产品编码
,product_name -- 产品名称
,aroma_type -- 香型
,pi_name -- 品项
,pr_name -- 产品系列
,report_pi_name -- 报表品项
,plan_pi_name -- 计划品项
,plan_type -- 计划类型
,pl_name -- 产品线
,p_bu_code -- 产品所属事业部编码
,p_bu_name -- 产品所属事业部名称
,price_item -- 价格项
,spec -- 规格
,is_jxzx -- 酱酒执行
,price -- 单价
,discount_price -- 折后价
,order_num -- 订单数量
,pack_base_num -- 转换率
,ton_num -- 订单吨数
,x_amt -- x类金额
,adj_amt -- 调整金额
,e_amt -- E类费用
,f_amt -- F类费用
,q_amt -- Q类费用
,d_amt -- D类金额
,fz_amt -- FZ类金额
,other_amt -- 其他费用
,amt_bu -- 计事业部金额
,amt_region -- 计大区金额
,amt_office -- 计办事处金额
,amt_city_unit -- 计城市单元金额
,amt_dealer -- 计经销商金额
FROM dm.v_ag_sal_order a
-- 订单时间
WHERE order_time >= '${CONCATENATE(sOrder_start_date," 00:00:00")}'
AND order_time <= '${CONCATENATE(sOrder_end_date," 00:00:00")}'
-- 事业部
${if(len(sBu) == 0,"","and a.bu_code IN ('"+sBu+"')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code IN ('"+ sRegion+"')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code IN ('"+ sOffice+"')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code IN ('"+sCu+"')")}
-- 产品
${if(len(sProduct) == 0,"","and product_code IN ('"+ sProduct +"')")}
-- 子主经销商
${if(sSub_main == '主经销商',if(len(sDeal) == 0,"","and deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and src_deal_code IN ('"+ sDeal +"')"))}
-- 单据号
${if(len(sBill) == 0,"","and order_code in ('" + sBill + "')")}
-- 酱酒执行计划
${if(len(sBill) == 0,"","and order_code in ('" + sBill + "')")}
-- 权限控制
AND exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and (
is_all = 1
OR per_code = a.bu_code -- 事业部
OR per_code = a.region_code -- 大区
OR per_code = a.office_code -- 城市单元
OR per_code = a.city_unit_code -- 城市单元
)
)

13
FineReport/财务主题/报表/税金/2_税金汇总表.sql
View File

@ -129,9 +129,22 @@ where
from dwi.dwi_fim_tax_payed t1
JOIN corp t2 ON t1.corp_code = t2.corp_code
WHERE bill_status='已匹配'
AND tax_name <> '企业所得税'
AND stat_date <= '${CONCATENATE(sEnd_mon,"-01 00:00:00")}'
AND stat_date >= '${CONCATENATE(sStart_mon,"-01 00:00:00")}'
GROUP By tax_name
-- 增加企业所得特殊处理规则
UNION ALL
select
'企业所得税' AS "税种" -- 税种
,SUM(actual_amt) AS "实际入库"
,SUM(refund_amt) AS "退税金额"
from dwi.dwi_fim_tax_payed t1
JOIN corp t2 ON t1.corp_code = t2.corp_code
WHERE bill_status='已匹配'
AND tax_name like '企业所得税%'
AND stat_date <= '${CONCATENATE(sEnd_mon,"-01 00:00:00")}'
AND stat_date >= '${CONCATENATE(sStart_mon,"-01 00:00:00")}'
)fin3
on fin0.税种 = fin3.税种
ORDER BY

200
FineReport/销售主题/报表/终端奖励对账.sql Normal file
View File

@ -0,0 +1,200 @@
with base_data as (
select
to_char(a.stat_date,'yyyy') as stat_year,
to_char(a.stat_date,'mm') as stat_mon,
a.stat_date,
case when a.indi_type='现金分润'
then (case when dmp.pl_name='兼香龙马' and dmp.product_name like '%郎牌·%马特%'
then '郎牌·马特2.0版终端月度奖励'
when dmp.pl_name='兼香龙马'
then '兼香龙马终端月度奖励'
when dmp.pl_name='兼香顺品'
then '兼香顺品终端分润活动奖励'
end
)
when a.indi_type='消费者红包'
then (case when dmp.pl_name='兼香龙马' and dmp.product_name like '%郎牌·%马特%'
then '郎牌·马特2.0版消费者红包奖励'
when dmp.pl_name='红花郎'
then '红花郎消费者红包奖励'
else dmp.pl_name||'消费者红包月度奖励'
end
)
else '终端销售奖月度销售奖励' end as indi_type,
d.fist_dept_code as bu_code,
max(d.fist_dept_name) as bu_name,
d.secd_dept_code as region_code,
max(d.secd_dept_name) as region_name,
d.thrd_dept_code as office_code,
max(d.thrd_dept_name) as office_name,
cust.deal_code,
cust.deal_name,
dmp.pl_name,
nvl(p.pi_name,dmp.pi_name) as pi_name,
a.product_code,
dmp.product_name,
sum(a.bottle_num) as bottle_num,
sum(a.amt) as amt
from dm.dm_mak_indicator_day a
left join dwr.dim_product dmp on a.product_code = dmp.product_code
left join sdi_oth.product_pi_special p on a.product_code=p.product_code
left join dwr.dim_department d on d.dept_code = nvl(a.city_unit_code,dmp.bu_code)
left join dwr.dim_dealer cust on a.src_deal_code = cust.deal_code
where indi_type in ('终端销售奖','现金分润','消费者红包')
and a.stat_date >= timestamp'${CONCATENATE(sStart_date," 00:00:00.000")}'
AND a.stat_date < timestamp '${CONCATENATE(sEnd_date," 00:00:00.000")}'
group by
to_char(a.stat_date,'yyyy'),
to_char(a.stat_date,'mm'),
a.stat_date,
case when a.indi_type='现金分润'
then (case when dmp.pl_name='兼香龙马' and dmp.product_name like '%郎牌·%马特%'
then '郎牌·马特2.0版终端月度奖励'
when dmp.pl_name='兼香龙马'
then '兼香龙马终端月度奖励'
when dmp.pl_name='兼香顺品'
then '兼香顺品终端分润活动奖励'
end
)
when a.indi_type='消费者红包'
then (case when dmp.pl_name='兼香龙马' and dmp.product_name like '%郎牌·%马特%'
then '郎牌·马特2.0版消费者红包奖励'
when dmp.pl_name='红花郎'
then '红花郎消费者红包奖励'
else dmp.pl_name||'消费者红包月度奖励'
end
)
else '终端销售奖月度销售奖励' end,
d.fist_dept_code,
d.secd_dept_code,
d.thrd_dept_code,
cust.deal_code,
cust.deal_name,
dmp.pl_name,
nvl(p.pi_name,dmp.pi_name),
a.product_code,
dmp.product_name
union all
select
to_char(a.rebate_time,'yyyy') as stat_year,
to_char(a.rebate_time,'mm') as stat_mon,
date_trunc('day',a.rebate_time) as stat_date,
'终端销售奖月度销售奖励' as indi_type,
d.fist_dept_code as bu_code,
max(d.fist_dept_name) as bu_name,
d.secd_dept_code as region_code,
max(d.secd_dept_name) as region_name,
d.thrd_dept_code as office_code,
max(d.thrd_dept_name) as office_name,
cust.deal_code,
cust.deal_name,
dmp.pl_name,
nvl(p.pi_name,dmp.pi_name) as pi_name,
a.product_code,
dmp.product_name,
count(a.bottle_code) as bottle_num,
sum(a.amt) as amt
from dwi.dwi_mak_rebate_person a
left join dwr.dim_product dmp on a.product_code=dmp.product_code
left join sdi_oth.product_pi_special p on a.product_code=p.product_code
left join (select
deal_code,
pl_name,
max(city_unit_code) as city_unit_code
from dwr.dim_dealer_administer
where enabled_status=1
group by deal_code,pl_name) dda on a.deal_code=dda.deal_code and dmp.pl_name=dda.pl_name
left join dwr.dim_department d on d.dept_code = nvl(dda.city_unit_code,a.bu_code)
left join dwr.dim_dealer cust on a.deal_code = cust.deal_code
where a.trade_direction='收入'
and a.bill_type='分润'
and rebate_time >= timestamp '${CONCATENATE(sStart_date," 00:00:00.000")}'
AND rebate_time < timestamp '${CONCATENATE(sEnd_date," 00:00:00.000")}'
group by
to_char(a.rebate_time,'yyyy'),
to_char(a.rebate_time,'mm'),
date_trunc('day',a.rebate_time),
d.fist_dept_code,
d.secd_dept_code,
d.thrd_dept_code,
cust.deal_code,
cust.deal_name,
dmp.pl_name,
nvl(p.pi_name,dmp.pi_name) ,
a.product_code,
dmp.product_name
)
SELECT
stat_year -- 统计年
,stat_mon -- 统计月
,stat_date -- 统计日期
,indi_type -- 账单类型
,bu_code -- 事业部编码
,bu_name -- 事业部
,region_code -- 大区编码
,region_name -- 大区名称
,office_code -- 办事处编码
,office_name -- 办事处名称
,deal_code -- 经销商编码
,deal_name -- 经销商名称
,pl_name -- 产品线名称
,pi_name -- 品项
,product_code -- 产品编码
,product_name -- 产品名称
,bottle_num -- 瓶数
,amt -- 金额
FROM base_data a
-- 排序
left join sdi_xdata.mdm_dim_sorted st
on a.region_code=st.sorted_value
and st.sorted_type='大区'
-- 权限控制
where exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and (
is_all = 1
OR per_code = a.bu_code -- 事业部
OR per_code = a.region_code -- 大区
OR per_code = a.office_code -- 办事处
-- OR per_code = a.city_unit_code -- 城市单元
)
)
-- 事业部
${if(len(sBu) == 0,"","and bu_code IN ('"+sBu+"')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code IN ('"+sRegion+"')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code IN ('"+ sOffice+"')")}
-- 产品线
${if(len(sPl_name) == 0,"","and pl_name IN ('"+ sPl_name+"')")}
-- 经销商
${if(len(sDeal) == 0,"",if(REGEXP(sDeal,"^[0-9]+$"),"and deal_code = '"+sDeal+"'","and deal_name like '%"+sDeal+"%'"))}
-- 账单类型
${if(len(sIndi_type) == 0,"","and indi_type IN ('"+ sIndi_type +"')")}
ORDER BY nvl(st.sorted_no,99)
limit ${pPage_rows} offset (${pJump_page}-1)*${pPage_rows}
-- 数据更新时间:
--
SELECT
CONCAT('数据更新时间:',LEFT(MAX(T.update_time),19)) AS update_time
FROM
(
SELECT MAX(update_time) AS update_time FROM dm.dm_mak_indicator_day
UNION ALL
SELECT MAX(update_time) AS update_time FROM dwi.dwi_mak_rebate_person
)T
;

90
FineReport/销售主题/报表/销售业绩/城市单元业绩达成.sql
View File

@ -1,90 +0,0 @@
-- *****************************
-- 创建人员: 杨坤安
-- 创建时间: 202401120
-- 功能描述: 原报表名称: 04城市单元主要指标达成
-- *****************************
-- ======================================
-- 08销售指标达成(看板)
-- ======================================
select a.pk,
a.stat_date,
a.indi_type,
a.bu_code,
o.dept_name as bu_name,
a.region_code,
d.secd_dept_name as region_name,
a.office_code,
d.thrd_dept_name as office_name,
a.city_unit_code,
d.dept_name as city_unit_name,
pv.town_name as province_name,
cit.town_name as city_name,
a.deal_code,
deal.deal_name,
a.src_deal_code,
a.deal_type,
a.product_code,
a.num_bu,
a.num_region,
a.num_office,
a.num_city_unit,
a.num_dealer,
a.amt_bu,
a.amt_region,
a.amt_office,
a.amt_city_unit,
a.amt_dealer,
a.update_time,
a.is_new_dealer
from dm.dm_sal_indicator_day a
left join dwr.dim_department d on d.dept_code=a.city_unit_code
left join dwr.dim_dealer deal on a.deal_code=deal.deal_code
left join dwr.dim_department o on o.dept_code=a.bu_code
left join dwr.dim_product po on a.product_code=po.product_code
left join (select city_unit_code,
max(province_code) as province_code,
max(city_code) as city_code
from dwr.dim_dealer_administer
where enabled_status=1
group by city_unit_code) are on a.city_unit_code=are.city_unit_code
left join dwr.dim_area pv on nvl(a.province_code,are.province_code)=pv.town_code
left join dwr.dim_area cit on nvl(a.city_code,are.city_code)=cit.town_code
left join dwr.dim_department dd on (case when
a.indi_type in ('融资未填仓','已填仓未下单','未下单往来余额','费用余额')
then a.bu_code else po.bu_code end)=dd.dept_code
where stat_date>=date'2020-01-01'
-- ======================================
-- 05城市单元销售指标达成
-- ======================================
select
stat_date
,indi_type
,cp_region_code
,cp_region_name
,bu_code
,bu_name
,region_code
,region_name
,office_code
,office_name
,city_unit_code
,city_unit_name
,deal_type
,province
,city
-- 年度
-- 月度
-- 季度
,amt_cityunit -- 金额
from dm.v_sal_indicator_cityunit

24
FineReport/销售主题/报表/销售业绩/市场费用使用情况.sql Normal file
View File

@ -0,0 +1,24 @@
select
stat_date -- 统计时间
,indi_type -- 指标类型
,bu_code -- 事业部编码
,bu_name -- 事业部
,region_code -- 大区
,region_name -- 大区名称
,office_code -- 办事处编码
,office_name -- 办事处
,city_unit_code -- 城市单元编码
,city_unit_name -- 城市单元名称
,deal_code -- 经销商编码
,deal_name -- 经销商
,fist_item -- 一级项目
,fist_item_kh --
,cost_source -- 费用来源
,cost_source_kh
,cost_item -- 费用项目
,activity_type -- 活动类别
,pay_way -- 支付方式
,pl_name -- 产品线
,amt -- 金额
,create_time -- 创建时间
from dm.v_sal_market_indi_month a

105
FineReport/销售主题/报表/销售业绩/酱酒计划执行表.sql
View File

@ -1,67 +1,3 @@
-- ======================================
-- 主语句
-- ======================================
select a.period_id, -- 时间ID
a.year, -- 年度
a.month, -- 月度
a.deal_code, -- 主经销商编码
a.deal_name, -- 主经销商名称
a.src_deal_code, -- 子经销商编码
a.src_deal_name, -- 子经销商名称
d.fist_dept_code as bu_code, --
d.secd_dept_code as region_code, -- 大区编码
d.secd_dept_name as region_name, -- 大区名称
a.plan_type, -- 计划类型
a.plan_item, -- 计划项目
a.plan_pi_name, -- 计划品项
a.plan_in_num, -- 计划内瓶数
a.plan_in_pack, -- 计划内件数
a.plan_in_ton, -- 计划内吨数
a.plan_in_amt, -- 计划内金额
a.plan_out_num, -- 计划外瓶数
a.plan_out_pack, -- 计划外件数
a.plan_out_ton, -- 计划外吨数
a.plan_out_amt, -- 计划外金额
a.create_by, -- 创建人
a.create_time, -- 创建时间
a.update_by, -- 更新人
a.update_time, -- 更新时间
a.plan_pi_code, -- 计划品相编码
nvl(stp.is_suspend,'0') as is_suspend
from
(
SELECT
*
FROM dm.dm_cus_flavour_plan_executed
WHERE year = '${SYear}'
-- 计划类型
${if(len(sPlantype) == 0,"","and plan_type IN ('"+sPlantype+"')")}
-- 计划品项
${if(len(sPlanpi) == 0,"","and plan_pi_name IN ('"+sPlanpi+"')")}
-- 子主经销商
${if(sDeal == 1,if(len(sDealName) == 0,"","and deal_code IN ('"+ sDealName+"')"),if(len(sDealName) == 0,"","and src_deal_code IN ('"+ sDealName +"')"))}
)a
left join dwr.dim_department d on a.city_unit_code=d.dept_code
left join
(
select
bu_code -- 事业部编码
,deal_code -- 经销商编码
,'1' as is_suspend
from dwi.dwi_mdm_customers_lifecycle -- 经销商生命周期
where bill_type='终止' -- 单据类型
group by bu_code,deal_code
having max(bill_date)<=sysdate -- 单据时间
) stp
on a.src_deal_code=stp.deal_code
and d.fist_dept_code=stp.bu_code
WHERE 1=1
-- 事业部
${if(len(sBu) == 0,"","and stp.bu_code IN ('"+sBu+"')")}
-- 经销商是否终止
${if(len(SIsstop) == 0,"","and nvl(stp.is_suspend,'0') = '"+SIsstop+"'")}
ORDER BY a.month
;
-- ======================================
-- 语句处理
@ -186,9 +122,9 @@ from
-- 计划类型
${if(len(sPlan_type) == 0,"","and plan_type IN ('"+sPlan_type+"')")}
-- 计划品项
${if(len(sPlan_Pi) == 0,"","and plan_pi_name IN ('"+sPlan_Pi+"')")}
${if(len(sPlan_pi_name) == 0,"","and plan_pi_name IN ('"+sPlan_pi_name+"')")}
-- 经销商
${if(sIs_srcdeal == '2',if(len(sDeal) == 0,"","and deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and src_deal_code IN ('"+ sDeal +"')"))}
${if(sSub_main == '2',if(len(sDeal) == 0,"","and deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and src_deal_code IN ('"+ sDeal +"')"))}
)a
left join dwr.dim_department d on a.city_unit_code=d.dept_code
left join
@ -204,25 +140,30 @@ left join
) stp
on a.src_deal_code=stp.deal_code
and d.fist_dept_code=stp.bu_code
WHERE 1=1
-- 排序
left join sdi_xdata.mdm_dim_sorted st on d.secd_dept_code=st.sorted_value and st.sorted_type='大区'
-- 权限控制
where exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and (
is_all = 1
OR per_code = d.fist_dept_code -- 事业部
OR per_code = d.secd_dept_code -- 大区
-- OR per_code = a.office_code
OR per_code = a.city_unit_code -- 城市单元
)
)
-- 事业部
${if(len(sBu) == 0,"","and stp.bu_code IN ('"+sBu+"')")}
-- 经销商是否终止
${if(len(sIs_stop_deal) == 0,"","and nvl(stp.is_suspend,'0') = '"+sIs_stop_deal+"'")}
ORDER BY
a.year -- 年度
,a.month -- 月度
,a.deal_code -- 主经销商编码
,a.deal_name -- 主经销商名称
,a.src_deal_code -- 子经销商编码
,a.src_deal_name -- 子经销商名称
,d.fist_dept_code -- 事业部编码
,d.secd_dept_code -- 大区编码
,d.secd_dept_name -- 大区名称
,a.plan_type -- 计划类型
,a.plan_item -- 计划项目
,a.plan_pi_name -- 计划品项
ORDER BY nvl(st.sorted_no,99)
;
@ -249,4 +190,4 @@ ${if(sDeal == 1,if(len(sDealName) == 0,"","and deal_code IN ('"+ sDealName+"')")
SELECT CONCAT('数据更新日期:',LEFT(MAX(update_time),19)) AS update_time FROM dm.dm_cus_flavour_plan_executed
SELECT CONCAT('数据更新时间:',LEFT(MAX(update_time),19)) AS update_time FROM dm.dm_cus_flavour_plan_executed

141
FineReport/销售主题/报表/销售业绩/销售业绩组合统计表.sql
View File

@ -1,3 +1,9 @@
-- ======================================
-- 2024-11-21: 需求调整，暂缓维护
-- ======================================
SELECT
${if(len(sDim)>0,sDim + ","," ")}
${if(FIND('合同金额', sIndex)>0," ROUND(SUM(T1.ct_amt ) / 10000,2) AS 合同金额,","")}
@ -317,5 +323,138 @@ SELECT MAX(update_time) AS update_time FROM dwr.fact_sal_deliver -- dm.v_ag_sal_
UNION ALL
SELECT MAX(update_time) AS update_time FROM dwr.fact_sal_dealer_stock -- dm.v_ag_sal_deal_stock -- 实物库存
)T
;
-- 使用 ： dm.dm_sal_indicator_day 去掉目标
-- ======================================
-- 销售业绩组合表
-- ======================================
-- 使用 ： dm.dm_sal_indicator_day -- 销售种子指标按日汇总表
-- 20241121更新： 与销售业绩月度汇总功能相似，待确认最终报表方案
select
bu.dept_name as bu_name -- 事业部名称
-- ,d.dept_name as p_bu_name -- 产品所属事业部名称
,dmd.secd_dept_name as region_name -- 大区名称
,dmd.thrd_dept_name as office_name -- 办事处名称
,dmd.dept_name as city_unit_name -- 城市单元名称
,max(pv.town_name) as province_name -- 省
,max(cit.town_name) as city_name -- 市
,p.pl_name -- 产品线名称
,p.pi_name -- 品项名称
-- ,p.report_pi_name -- 报表品项
,p.product_name -- 产品名称
,deal.deal_name -- 主经销商名称
,sd.deal_name as src_deal_name -- 子经销商名称
-- p.spec, -- 规格
-- 合同金额
-- 订单金额
-- 回款金额
-- 发货金额
-- 发货件数
-- 发货瓶数
-- 实物库存
FROM
(
SELECT
bu_code
,region_code
,office_code
,city_unit_code
,deal_code
,src_deal_code
,product_code
,province_code
,city_code
,CASE WHEN indi_type IN ('合同','合同计划')
THEN (amt_bu + amt_region + amt_office + amt_city_unit + amt_dealer)
ELSE 0 END AS ct_amt -- 合同金额
,CASE WHEN indi_type IN ('订单','电商订单')
THEN (amt_bu + amt_region + amt_office + amt_city_unit + amt_dealer)
ELSE 0 END AS total_amt -- 订单金额
,CASE WHEN indi_type IN ('回款','电商订单')
THEN (amt_bu + amt_region + amt_office + amt_city_unit + amt_dealer)
ELSE 0 END AS clc_amt -- 回款金额
,CASE WHEN indi_type IN ('发货','费用发货','电商订单')
THEN (amt_bu + amt_region + amt_office + amt_city_unit + amt_dealer)
ELSE 0 END AS deli_amt --发货金额
,CASE WHEN indi_type IN ('发货','费用发货','电商订单')
THEN (num_bu + num_region + num_office + num_city_unit + num_dealer)
ELSE 0 END AS total_num -- 发货瓶数
-- 发货件数=瓶数/pack_base_num
-- 发货瓶数?
,CASE WHEN indi_type IN ('实物库存') -- 使用金额
THEN (num_bu + num_region + num_office + num_city_unit + num_dealer)
ELSE 0 END AS real_amt -- 实物库存
-- 在途库存
-- 实物库存
-- 已填仓未下单
-- 未下单往来余额
-- 未发货
-- 融资未填仓
-- 费用余额
-- 其他库存
FROM dm.dm_sal_indicator_day -- 销售种子指标按日汇总表
WHERE indi_type NOT LIKE '%目标%'
-- 统计日期
AND stat_date >= '${CONCATENATE(sStart_date," 00:00:00")}'
AND stat_date <= '${CONCATENATE(sEnd_date," 00:00:00")}'
${if(len(sIndex) == 0,"","and indi_type IN ('"+sIndex+"')")}
-- 事业部
${if(len(sBu) == 0,"","and bu_code IN ('"+sBu+"')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code IN ('"+ sRegion+"')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code IN ('"+ sOffice+"')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code IN ('"+sCu+"')")}
-- 产品
${if(len(sProduct) == 0,"","and product_code IN ('"+ sProduct +"')")}
-- 产品线
${if(len(sPl_name) == 0,"","and p.pl_name IN ('"+ sPl_name +"')")}
-- 子主经销商
${if(sSub_main == '2',if(len(sDeal) == 0,"","and deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and src_deal_code IN ('"+ sDeal +"')"))}
)a
left join dwr.dim_product p on a.product_code=p.product_code
left join dwr.dim_department dmd on a.city_unit_code=dmd.dept_code
left join dwr.dim_department bu on a.bu_code=bu.dept_code
left join dwr.dim_department d on p.bu_code=d.dept_code
left join dwr.dim_dealer deal on a.deal_code=deal.deal_code
left join dwr.dim_dealer sd on a.src_deal_code=sd.deal_code
left join dwr.dim_area pv on a.province_code=pv.town_code
left join dwr.dim_area cit on a.city_code=cit.town_code
left join sdi_xdata.mdm_dim_sorted st on a.region_code=st.sorted_value and st.sorted_type='大区'
where exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and (
is_all = 1
OR per_code = a.bu_code
OR per_code = a.region_code
OR per_code = a.office_code
OR per_code = a.city_unit_code
)
)
-- 品项
${if(len(sPi_name) == 0,"","and p.pi_name IN ('"+ sPi_name+"')")}
-- 省
${if(len(sProvince) == 0,"","and pv.province_name IN ('"+ sProvince+"')")}
-- 市
${if(len(sCity) == 0,"","and cit.city_name IN ('"+ sCity+"')")}
order by nvl(st.sorted_no,99)
-- SQL分页:
-- limit ${pPage_rows} offset (${pJump_page}-1)*${pPage_rows}

28
FineReport/销售主题/报表/销售业绩/销售指标月度汇总.sql
View File

@ -1,5 +1,6 @@
-- ======================================
-- 销售指标月度汇总
-- 2024-11-21: 需求调整，暂缓维护
-- ======================================
@ -78,7 +79,7 @@ from
-- 产品
${if(len(sProduct) == 0,"","and product_code IN ('"+ sProduct +"')")}
-- 子主经销商
${if(sIs_srcdeal == '2',if(len(sDeal) == 0,"","and deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and src_deal_code IN ('"+ sDeal +"')"))}
${if(sSub_main == '2',if(len(sDeal) == 0,"","and deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and src_deal_code IN ('"+ sDeal +"')"))}
)a
left join dwr.dim_product p on a.product_code=p.product_code
left join dwr.dim_department dmd on a.city_unit_code=dmd.dept_code
@ -88,7 +89,23 @@ left join dwr.dim_dealer deal on a.deal_code=deal.deal_code
left join dwr.dim_dealer sd on a.src_deal_code=sd.deal_code
left join dwr.dim_area pv on a.province_code=pv.town_code
left join dwr.dim_area cit on a.city_code=cit.town_code
where 1 = 1
left join sdi_xdata.mdm_dim_sorted st on a.region_code=st.sorted_value and st.sorted_type='大区'
where exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and (
is_all = 1
OR per_code = a.bu_code
OR per_code = a.region_code
OR per_code = a.office_code
OR per_code = a.city_unit_code
)
)
-- 产品线
${if(len(sPl_name) == 0,"","and p.pl_name IN ('"+ sPl_name +"')")}
@ -126,8 +143,9 @@ group by to_char(a.stat_date,'yyyy'),
p.bu_code,
d.dept_name,
p.spec,
p.aroma_type
p.aroma_type,st.sorted_no
order by nvl(st.sorted_no,99)
limit ${pPage_rows} offset (${pJump_page}-1)*${pPage_rows}
SELECT CONCAT('数据更新日期:',LEFT(MAX(update_time),19)) AS update_time FROM dm.dm_sal_indicator_day
SELECT CONCAT('数据更新时间:',LEFT(MAX(update_time),19)) AS update_time FROM dm.dm_sal_indicator_day

70
FineReport/销售主题/报表/首页.sql Normal file
View File

@ -0,0 +1,70 @@
-- ======================================
-- 报表上新
-- ======================================
SELECT
op1.entry_id AS "报表id",
op2.displayname AS "报表名称",
TO_CHAR(op1.create_time,'YYYY-MM-DD') AS "上新时间"
FROM
sdi_fine.input_fr_report_list op1
LEFT JOIN sdi_fine.fine_authority_object op2 ON op1.entry_id = op2.id
WHERE
report_status = '0'
-- AND STRING_TO_ARRAY(op1.role_list,',') && STRING_TO_ARRAY('${fine_role}',',')
AND op1.create_time >= CURRENT_TIMESTAMP - INTERVAL '7 days'
ORDER BY
op1.create_time DESC
-- ======================================
-- 收藏目录表
-- ======================================
-- 收藏目录表
SELECT
IF(LENGTH(LEFT(op3.path,POSITION('/' IN op3.path) - 1)) > 0,LEFT(op3.path,POSITION('/' IN op3.path) - 1),"其他") AS `所属根目录名称`,
op3.path AS `报表全路径`,
op1.id,
op1.entryId AS `报表ID`,
op1.userId AS `用户ID`,
op2.realName AS `姓名`,
op2.userName AS `用户名`,
op3.displayName AS `报表名称`
FROM
fine_favorite_entry op1
JOIN fine_user op2 ON op1.userId = op2.id
JOIN fine_authority_object op3 ON op1.entryId = op3.id
WHERE
op2.userName = '${fine_username}'
-- 展示终端类型:此处需要再讨论一下PC及移动端定义
AND op3.deviceType = 1
-- 平台类型:此处只展示链接/FR报表/BI报表
AND op3.expandType IN (5,102,201)
-- AND IFNULL(LEFT(op3.path,POSITION('/' IN op3.path) - 1),"其他") = '${sDefaultFile}'
-- ======================================
-- 最近浏览
-- ======================================
-- 近10天近30个目录
SELECT
op1.tname AS `报表全路径`,
op2.id AS `报表ID`,
SUBSTRING_INDEX(op2.displayName, '/', -1) AS `模版名称`,
-- FROM_UNIXTIME(MAX(op1.time) / 1000,'%Y-%m-%d %H:%i:%s') AS `访问时间`
FROM_UNIXTIME(MAX(op1.time) / 1000,'%Y-%m-%d') AS `访问时间`
FROM
logdb.fine_record_execute op1
LEFT JOIN finedb.fine_authority_object op2 ON op1.tname = op2.path
WHERE
op1.username = (SELECT CONCAT(realName,'(',userName,')') AS username FROM finedb.fine_user WHERE userName = '${fine_username}')
AND op1.time >= UNIX_TIMESTAMP(DATE_SUB(CURDATE(),INTERVAL 10 DAY)) * 1000
GROUP BY
op2.displayName,
op2.id
ORDER BY
op1.time DESC
LIMIT 30