feat(crm): 增加渠道商转介功能并优化绩效计算

- 在 CrmContractProductSettlementDTO 中添加 channelNums 字段，用于记录渠道商转介数量
- 在 CrmBusinessDO、CrmBusinessRespVO 和 CrmBusinessSaveReqVO 中添加与渠道商相关的信息字段
- 修改 CrmContractMapper.xml，增加渠道商转介数量的计算逻辑
- 在 SalesPerformanceSettlementDO 和相关的 VO 类中添加渠道商销售和回款相关字段
- 更新 SalesPerformanceSettlementServiceImpl，支持渠道商转介数量和回款金额的统计

yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/hrm/api/crmcontract/dto/CrmContractProductSettlementDTO.java

@@ -22,6 +22,9 @@ public class CrmContractProductSettlementDTO {
     @Schema(description = "数量")
     private Integer nums;
 
+    @Schema(description = "渠道商转介数量")
+    private Integer channelNums;
+
     @Schema(description = "折扣")
     private BigDecimal discount;
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/crmbusiness/vo/CrmBusinessRespVO.java

@@ -76,4 +76,15 @@ public class CrmBusinessRespVO {
     @Schema(description = "负责人")
     private String ownUserName;
 
+    @Schema(description = "是否渠道商转介 | 0否 1是")
+    private Integer isChannel;
+
+    @Schema(description = "渠道商名称")
+    private String channelName;
+
+    @Schema(description = "渠道商联系方式")
+    private String channelPhone;
+
+    @Schema(description = "渠道商银行卡号")
+    private String channelBankNo;
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/crmbusiness/vo/CrmBusinessSaveReqVO.java

@@ -54,8 +54,19 @@ public class CrmBusinessSaveReqVO {
     @Schema(description = "负责人ID", requiredMode = Schema.RequiredMode.REQUIRED, example = "24317")
     private Long ownerUserId;
 
-
     @Schema(description = "商机产品关联列表")
     private List<CrmBusinessProductDO> businessProducts;
 
+    @Schema(description = "是否渠道商转介 | 0否 1是")
+    private Integer isChannel;
+
+    @Schema(description = "渠道商名称")
+    private String channelName;
+
+    @Schema(description = "渠道商联系方式")
+    private String channelPhone;
+
+    @Schema(description = "渠道商银行卡号")
+    private String channelBankNo;
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/salesperformancesettlement/vo/SalesPerformanceSettlementRespVO.java

@@ -41,9 +41,15 @@ public class SalesPerformanceSettlementRespVO {
     @Schema(description = "实际回款额")
     private BigDecimal actualPayment;
 
+    @Schema(description = "渠道回款额")
+    private BigDecimal channelPayment;
+
     @Schema(description = "实际销售额")
     private Integer actualSale;
 
+    @Schema(description = "渠道销售额")
+    private Integer channelSale;
+
     @Schema(description = "回款目标")
     private BigDecimal paymentTarget;
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/salesperformancesettlement/vo/SalesPerformanceSettlementSaveReqVO.java

@@ -32,9 +32,15 @@ public class SalesPerformanceSettlementSaveReqVO {
     @Schema(description = "实际回款额")
     private BigDecimal actualPayment;
 
+    @Schema(description = "渠道回款额")
+    private BigDecimal channelPayment;
+
     @Schema(description = "实际销售额")
     private Integer actualSale;
 
+    @Schema(description = "渠道销售额")
+    private Integer channelSale;
+
     @Schema(description = "评分")
     private BigDecimal score;
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/crmbusiness/CrmBusinessDO.java

@@ -77,6 +77,20 @@ public class CrmBusinessDO extends BaseDO {
      * 负责人ID
      */
     private Long ownerUserId;
-
+    /**
-
+     * 是否渠道商转介 | 0否 1是
+     */
+    private Integer isChannel;
+    /**
+     * 渠道商名称
+     */
+    private String channelName;
+    /**
+     * 渠道商电话
+     */
+    private String channelPhone;
+    /**
+     * 渠道商银行账号
+     */
+    private String channelBankNo;
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/salesperformancesettlement/SalesPerformanceSettlementDO.java

@@ -51,10 +51,18 @@ public class SalesPerformanceSettlementDO extends BaseDO {
      * 实际回款额
      */
     private BigDecimal actualPayment;
+    /**
+     * 渠道商回款额
+     */
+    private BigDecimal channelPayment;
     /**
      * 实际销售额
      */
     private Integer actualSale;
+    /**
+     * 渠道商销售额
+     */
+    private Integer channelSale;
     /**
      * 评分
      */

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/salesperformancesettlement/SalesPerformanceSettlementServiceImpl.java

@@ -55,6 +55,7 @@ import java.util.function.Function;
 import java.util.stream.Collectors;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
 import static cn.iocoder.yudao.module.hrm.enums.ErrorCodeConstants.NOT_EDITABLE_UNTIL_SALES_TARGET_HAS_BEEN_APPLIED;
 
 /**
@@ -219,6 +220,10 @@ public class SalesPerformanceSettlementServiceImpl extends ServiceImpl<SalesPerf
         //根据用户id分组 并且合并数量
         Map<Long, Integer> productMap = contractProductSettlementDTOList.stream().collect(Collectors.groupingBy(CrmContractProductSettlementDTO::getUserId,
                 Collectors.summingInt(CrmContractProductSettlementDTO::getNums)));
+        //根据用户id分组 并且合并渠道商转介数量
+        Map<Long, Integer> channelMap = contractProductSettlementDTOList.stream().collect(Collectors.groupingBy(CrmContractProductSettlementDTO::getUserId,
+                Collectors.summingInt(CrmContractProductSettlementDTO::getChannelNums)));
+
         // -- 回款申请 / - 回了多少就是多少咯 - 这个没啥业务判断当前月回了多少款即可
         LocalDateTime beginTime = LocalDateTimeUtils.beginOfMonth(now);
         LocalDateTime endTime = LocalDateTimeUtils.endOfMonth(now);
@@ -227,8 +232,8 @@ public class SalesPerformanceSettlementServiceImpl extends ServiceImpl<SalesPerf
         receiptSettlementVO.setCreateTime(times);
         List<ReceiptSettlementDTO> receiptSettlementList = receiptApi.getReceiptSettlement(receiptSettlementVO).getCheckedData();
         receiptSettlementList = CollUtil.isEmpty(receiptSettlementList) ? Collections.emptyList() : receiptSettlementList;
-        Map<Long, BigDecimal> receiptSettlementMap = receiptSettlementList.stream()
+        Map<Long, ReceiptSettlementDTO> receiptSettlementMap = convertMap(receiptSettlementList, ReceiptSettlementDTO::getUserId);
-                .collect(Collectors.toMap(ReceiptSettlementDTO::getUserId, ReceiptSettlementDTO::getMoney));
+
         List<SalesPerformanceSettlementDO> salesPerformanceSettlementDOS = salesPerformanceSettlementMapper.selectList(new LambdaQueryWrapperX<SalesPerformanceSettlementDO>()
                 .eq(SalesPerformanceSettlementDO::getYear, year)
                 .eq(SalesPerformanceSettlementDO::getMonth, month));
@@ -244,6 +249,7 @@ public class SalesPerformanceSettlementServiceImpl extends ServiceImpl<SalesPerf
         //获取绩效考核设置
         for (UserLiveTreeListVO vo : userLiveList) {
             SalesPerformanceSettlementDO salesPerformanceSettlementDO = map.get(vo.getUserId());
+            ReceiptSettlementDTO receiptSettlementDTO = receiptSettlementMap.get(vo.getUserId());
             if (salesPerformanceSettlementDO == null) {
                 salesPerformanceSettlementDO = new SalesPerformanceSettlementDO();
             }
@@ -251,7 +257,9 @@ public class SalesPerformanceSettlementServiceImpl extends ServiceImpl<SalesPerf
             salesPerformanceSettlementDO.setYear(String.valueOf(now.getYear()));
             salesPerformanceSettlementDO.setMonth(String.format("%02d", now.getMonthValue()));
             salesPerformanceSettlementDO.setActualSale(productMap.getOrDefault(vo.getUserId(), 0));
-            salesPerformanceSettlementDO.setActualPayment(receiptSettlementMap.getOrDefault(vo.getUserId(), BigDecimal.ZERO));
+            salesPerformanceSettlementDO.setChannelSale(channelMap.getOrDefault(vo.getUserId(), 0));
+            salesPerformanceSettlementDO.setActualPayment(receiptSettlementDTO != null ? receiptSettlementDTO.getMoney() : BigDecimal.ZERO);
+            salesPerformanceSettlementDO.setChannelPayment(receiptSettlementDTO != null ? receiptSettlementDTO.getChannelAmount() : BigDecimal.ZERO);
             SalesPerformanceDTO salesPerformanceDTO = salesPerformanceMap.get(vo.getUserId());
             if (salesPerformanceDTO == null) {
                 continue;

yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/crmcontract/CrmContractMapper.xml

@@ -130,11 +130,13 @@
             a.product_id AS productId,
             a.price AS price,
             a.nums AS nums,
+            CASE WHEN bu.is_channel = 1 THEN a.nums ELSE 0 END AS channelNums,
             a.discount AS discount,
             a.subtotal AS subtotal
         FROM
             crm_contract_product AS a
             LEFT JOIN bpm_oa_contract AS b ON a.contract_id = b.id
+            LEFT JOIN crm_business bu ON bu.id = b.business_id
         WHERE
             a.deleted = 0
             and b.deleted = 0