unis_crm/backend/target/classes/mapper/dashboard/DashboardMapper.xml

<?xml version="1.0" encoding="UTF-8" ?>
<!DOCTYPE mapper
        PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
        "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="com.unis.crm.mapper.DashboardMapper">

    <select id="selectDefaultUserId" resultType="java.lang.Long">
        select user_id
        from sys_user
        where status = 1
        order by user_id asc
        limit 1
    </select>

    <select id="selectUserWelcome" resultType="com.unis.crm.dto.dashboard.UserWelcomeDTO">
        select
            u.user_id as userId,
            u.display_name as realName,
            null as jobTitle,
            null as deptName,
            null as hireDate
        from sys_user u
        where u.user_id = #{userId}
          and u.status = 1
        limit 1
    </select>

    <select id="selectDashboardStats" resultType="com.unis.crm.dto.dashboard.DashboardStatDTO">
        select '本月新增商机' as name,
               count(1)::bigint as value,
               'monthlyOpportunities' as metricKey
        from crm_opportunity
        where owner_user_id = #{userId}
          and date_trunc('month', created_at) = date_trunc('month', now())

        union all

        select '跟进中客户' as name,
               count(1)::bigint as value,
               'followingCustomers' as metricKey
        from crm_customer
        where owner_user_id = #{userId}
          and status = 'following'

        union all

        select '已成单项目' as name,
               count(1)::bigint as value,
               'wonProjects' as metricKey
        from crm_opportunity
        where owner_user_id = #{userId}
          and stage = 'won'

        union all

        select '本月打卡天数' as name,
               count(distinct checkin_date)::bigint as value,
               'monthlyCheckins' as metricKey
        from work_checkin
        where user_id = #{userId}
          and date_trunc('month', checkin_date::timestamp) = date_trunc('month', now())
    </select>

    <select id="selectPendingTodos" resultType="com.unis.crm.dto.dashboard.DashboardTodoDTO">
        select
            id,
            title,
            biz_type as bizType,
            biz_id as bizId,
            priority,
            status,
            due_date as dueDate,
            created_at as createdAt
        from work_todo
        where user_id = #{userId}
          and status = 'todo'
        order by
            case priority
                when 'high' then 1
                when 'medium' then 2
                else 3
            end,
            coalesce(due_date, created_at) asc
        limit 6
    </select>

    <select id="selectLatestActivities" resultType="com.unis.crm.dto.dashboard.DashboardActivityDTO">
        with latest_report_comment as (
            select distinct on (c.report_id)
                c.report_id,
                c.reviewer_user_id,
                c.score,
                c.comment_content,
                c.reviewed_at
            from work_daily_report_comment c
            order by c.report_id, c.reviewed_at desc, c.id desc
        ),
        activity_union as (
            select
                l.id,
                l.biz_type as bizType,
                l.biz_id as bizId,
                l.action_type as actionType,
                l.title,
                l.content,
                l.operator_user_id as operatorUserId,
                l.created_at as createdAt
            from sys_activity_log l
            where l.operator_user_id = #{userId}
               or l.operator_user_id is null

            union all

            select
                (1000000000 + o.id) as id,
                'opportunity' as bizType,
                o.id as bizId,
                'stage_update' as actionType,
                '商机阶段更新' as title,
                o.opportunity_name || ' 已推进至' ||
                case o.stage
                    when 'initial_contact' then '初步沟通'
                    when 'solution_discussion' then '方案交流'
                    when 'bidding' then '招投标'
                    when 'business_negotiation' then '商务谈判'
                    when 'won' then '已成交'
                    when 'lost' then '已输单'
                    else o.stage
                end || '阶段' as content,
                o.owner_user_id as operatorUserId,
                o.updated_at as createdAt
            from crm_opportunity o
            where o.owner_user_id = #{userId}
              and o.updated_at > o.created_at

            union all

            select
                (2000000000 + r.id) as id,
                'report' as bizType,
                r.id as bizId,
                case
                    when r.status = 'reviewed' or lc.score is not null then 'report_reviewed'
                    else 'report_read'
                end as actionType,
                case
                    when r.status = 'reviewed' or lc.score is not null then '日报已点评'
                    else '日报已阅'
                end as title,
                case
                    when lc.score is not null then '主管对你' || to_char(r.report_date, 'MM-DD') || '的日报给出了 ' || lc.score || ' 分'
                    when r.status = 'reviewed' then '你的' || to_char(r.report_date, 'MM-DD') || '日报已完成主管点评'
                    else '你的' || to_char(r.report_date, 'MM-DD') || '日报已被查阅'
                end as content,
                coalesce(lc.reviewer_user_id, r.user_id) as operatorUserId,
                coalesce(lc.reviewed_at, r.updated_at, r.created_at) as createdAt
            from work_daily_report r
            left join latest_report_comment lc on lc.report_id = r.id
            where r.user_id = #{userId}
              and r.status in ('read', 'reviewed')

            union all

            select
                (3000000000 + c.id) as id,
                'channel' as bizType,
                c.id as bizId,
                'channel_created' as actionType,
                '新渠道录入' as title,
                '成功录入 ' || c.channel_name || ' 渠道商信息' as content,
                c.owner_user_id as operatorUserId,
                c.created_at as createdAt
            from crm_channel_expansion c
            where c.owner_user_id = #{userId}

            union all

            select
                (4000000000 + f.id) as id,
                'opportunity_followup' as bizType,
                f.opportunity_id as bizId,
                'opportunity_followup' as actionType,
                '商机跟进新增' as title,
                o.opportunity_name || ' 新增了一条' || f.followup_type || '跟进记录' as content,
                f.followup_user_id as operatorUserId,
                f.followup_time as createdAt
            from crm_opportunity_followup f
            join crm_opportunity o on o.id = f.opportunity_id
            where f.followup_user_id = #{userId}
        )
        select
            a.id,
            a.bizType,
            a.bizId,
            a.actionType,
            a.title,
            a.content,
            a.operatorUserId,
            u.display_name as operatorName,
            a.createdAt
        from activity_union a
        left join sys_user u on u.user_id = a.operatorUserId
        order by a.createdAt desc nulls last
        limit 8
    </select>
</mapper>