From 52a35e5b208d173438f945df1c85f97e766f5c86 Mon Sep 17 00:00:00 2001
From: kangwenjing <1138819403@qq.com>
Date: Tue, 15 Sep 2026 16:16:29 +0800
Subject: [PATCH] feat(llm): add channel analytics report feature
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新增渠道统计分析报表功能，包含认证级别分布、合作意向、覆盖省市、年度营收分档统计，补充对应Mapper接口、数据权限配置与工具支持
---
.idea/workspace.xml | 17 ++++++++++++-
.../com/unis/crm/llm/mapper/LlmMcpMapper.java | 24 +++++++++++++++++++
.../McpDataPermissionInterceptor.java | 3 ++-
.../tools/CrmReportCatalogToolProvider.java | 1 +
.../llm/tools/CrmReportQueryToolProvider.java | 20 +++++++++++++++-
.../resources/mapper/llm/LlmMcpMapper.xml | 12 +++++-----
6 files changed, 68 insertions(+), 9 deletions(-)
diff --git a/.idea/workspace.xml b/.idea/workspace.xml
index 0bd87490..3e44db6d 100644
--- a/.idea/workspace.xml
+++ b/.idea/workspace.xml
@@ -4,7 +4,21 @@
-
+
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@@ -102,6 +116,7 @@
+
diff --git a/backend/src/main/java/com/unis/crm/llm/mapper/LlmMcpMapper.java b/backend/src/main/java/com/unis/crm/llm/mapper/LlmMcpMapper.java
index 7d499afb..91a345cd 100644
--- a/backend/src/main/java/com/unis/crm/llm/mapper/LlmMcpMapper.java
+++ b/backend/src/main/java/com/unis/crm/llm/mapper/LlmMcpMapper.java
@@ -224,6 +224,30 @@ public interface LlmMcpMapper {
@Param("limit") int limit,
@Param("offset") int offset);
+ List> channelTierDistribution(
+ @Param("startDate") LocalDate startDate,
+ @Param("endDate") LocalDate endDate,
+ @Param("ownerUserId") Long ownerUserId,
+ @Param("tenantId") Long tenantId);
+
+ List> channelIntentDistribution(
+ @Param("startDate") LocalDate startDate,
+ @Param("endDate") LocalDate endDate,
+ @Param("ownerUserId") Long ownerUserId,
+ @Param("tenantId") Long tenantId);
+
+ List> channelCoverageSummary(
+ @Param("startDate") LocalDate startDate,
+ @Param("endDate") LocalDate endDate,
+ @Param("ownerUserId") Long ownerUserId,
+ @Param("tenantId") Long tenantId);
+
+ List> channelRevenueTier(
+ @Param("startDate") LocalDate startDate,
+ @Param("endDate") LocalDate endDate,
+ @Param("ownerUserId") Long ownerUserId,
+ @Param("tenantId") Long tenantId);
+
Map selectWorkTodayStatus(
@Param("targetUserId") Long targetUserId,
@Param("tenantId") Long tenantId,
diff --git a/backend/src/main/java/com/unis/crm/llm/security/McpDataPermissionInterceptor.java b/backend/src/main/java/com/unis/crm/llm/security/McpDataPermissionInterceptor.java
index b2a5d63b..d5a407ff 100644
--- a/backend/src/main/java/com/unis/crm/llm/security/McpDataPermissionInterceptor.java
+++ b/backend/src/main/java/com/unis/crm/llm/security/McpDataPermissionInterceptor.java
@@ -415,7 +415,8 @@ public class McpDataPermissionInterceptor implements Interceptor {
"selectSalesExpansionDetail", "selectSalesExpansionFollowups");
add(policies, CrmDataVisibilityService.RESOURCE_EXPANSION, "c.owner_user_id", null, false,
"universalSearchChannelExpansions", "countChannelExpansions", "channelExpansionSummary", "searchChannelExpansions",
- "selectChannelExpansionDetail", "selectChannelExpansionContacts", "selectChannelExpansionFollowups");
+ "selectChannelExpansionDetail", "selectChannelExpansionContacts", "selectChannelExpansionFollowups",
+ "channelTierDistribution", "channelIntentDistribution", "channelCoverageSummary", "channelRevenueTier");
add(policies, CrmDataVisibilityService.RESOURCE_WORK, "t.user_id", null, false,
"universalSearchTodos", "countTodos", "searchTodos", "todoSummary", "selectTodoDetail");
add(policies, CrmDataVisibilityService.RESOURCE_WORK, "l.operator_user_id", null, false,
diff --git a/backend/src/main/java/com/unis/crm/llm/tools/CrmReportCatalogToolProvider.java b/backend/src/main/java/com/unis/crm/llm/tools/CrmReportCatalogToolProvider.java
index 5c6ae487..81804d52 100644
--- a/backend/src/main/java/com/unis/crm/llm/tools/CrmReportCatalogToolProvider.java
+++ b/backend/src/main/java/com/unis/crm/llm/tools/CrmReportCatalogToolProvider.java
@@ -55,6 +55,7 @@ public class CrmReportCatalogToolProvider extends PermissionedMcpToolProvider {
Map.of("reportType", "daily_report_completion", "description", "日报应交、已交、未交、完成率"),
Map.of("reportType", "checkin_summary", "description", "外勤打卡统计"),
Map.of("reportType", "expansion_summary", "description", "销售拓客与渠道拓客统计"),
+ Map.of("reportType", "channel_analytics", "description", "渠道统计分析：认证级别分布、合作意向、覆盖省市、年度营收分档（SQL 全量聚合）"),
Map.of("reportType", "customer_summary", "description", "客户状态、来源、行业统计"),
Map.of("reportType", "todo_summary", "description", "待办状态与优先级统计")));
result.put("security", "查询结果遵循系统 @DataScope 数据权限。");
diff --git a/backend/src/main/java/com/unis/crm/llm/tools/CrmReportQueryToolProvider.java b/backend/src/main/java/com/unis/crm/llm/tools/CrmReportQueryToolProvider.java
index 6d0e9711..b1cbb8e4 100644
--- a/backend/src/main/java/com/unis/crm/llm/tools/CrmReportQueryToolProvider.java
+++ b/backend/src/main/java/com/unis/crm/llm/tools/CrmReportQueryToolProvider.java
@@ -59,7 +59,8 @@ public class CrmReportQueryToolProvider extends PermissionedMcpToolProvider {
"checkin_summary",
"expansion_summary",
"customer_summary",
- "todo_summary")));
+ "todo_summary",
+ "channel_analytics")));
queryProperties.put("startDate", stringProperty("开始日期 YYYY-MM-DD；不传默认本月。"));
queryProperties.put("endDate", stringProperty("结束日期 YYYY-MM-DD；不传默认今天，最大跨度 366 天。"));
queryProperties.put("ownerUserId", integerProperty("目标用户 ID，实际可见范围仍按系统数据权限裁剪。"));
@@ -92,6 +93,7 @@ public class CrmReportQueryToolProvider extends PermissionedMcpToolProvider {
case "expansion_summary" -> expansionSummary(context);
case "customer_summary" -> customerSummary(context);
case "todo_summary" -> todoSummary(context);
+ case "channel_analytics" -> channelAnalytics(context);
default -> throw new BusinessException("不支持的 reportType：" + reportType);
};
@@ -208,6 +210,22 @@ public class CrmReportQueryToolProvider extends PermissionedMcpToolProvider {
context.offset()));
}
+ private List> channelAnalytics(QueryContext context) {
+ List> rows = new ArrayList<>();
+ Map row = new LinkedHashMap<>();
+ row.put("dimension", "tier");
+ row.put("tierDistribution", llmMcpMapper.channelTierDistribution(
+ context.startDate(), context.endDate(), context.ownerUserId(), context.tenantId()));
+ row.put("intentDistribution", llmMcpMapper.channelIntentDistribution(
+ context.startDate(), context.endDate(), context.ownerUserId(), context.tenantId()));
+ row.put("coverages", llmMcpMapper.channelCoverageSummary(
+ context.startDate(), context.endDate(), context.ownerUserId(), context.tenantId()));
+ row.put("revenueTier", llmMcpMapper.channelRevenueTier(
+ context.startDate(), context.endDate(), context.ownerUserId(), context.tenantId()));
+ rows.add(row);
+ return sanitizeRows(rows);
+ }
+
private QueryContext buildContext(Map arguments) {
LocalDate endDate = getDate(arguments, "endDate");
LocalDate startDate = getDate(arguments, "startDate");
diff --git a/backend/src/main/resources/mapper/llm/LlmMcpMapper.xml b/backend/src/main/resources/mapper/llm/LlmMcpMapper.xml
index 0b991f94..d8327ba3 100644
--- a/backend/src/main/resources/mapper/llm/LlmMcpMapper.xml
+++ b/backend/src/main/resources/mapper/llm/LlmMcpMapper.xml
@@ -2198,9 +2198,9 @@
select
case
when annual_revenue is null then '未填写'
- when annual_revenue < 100 then '<100万'
- when annual_revenue < 500 then '100-500万'
- when annual_revenue < 1000 then '500-1000万'
+ when annual_revenue < 100 then '<100万'
+ when annual_revenue < 500 then '100-500万'
+ when annual_revenue < 1000 then '500-1000万'
else '1000万+'
end as "revenueTier",
count(1)::bigint as "channelCount",
@@ -2211,9 +2211,9 @@
and exists (select 1 from sys_tenant_user tu where tu.user_id = c.owner_user_id and tu.tenant_id = #{tenantId} and coalesce(tu.is_deleted, 0) = 0)
group by case
when annual_revenue is null then '未填写'
- when annual_revenue < 100 then '<100万'
- when annual_revenue < 500 then '100-500万'
- when annual_revenue < 1000 then '500-1000万'
+ when annual_revenue < 100 then '<100万'
+ when annual_revenue < 500 then '100-500万'
+ when annual_revenue < 1000 then '500-1000万'
else '1000万+'
end
order by "channelCount" desc