forked from wangziqi/gongxue-base
feat: add referral conversion report
This commit is contained in:
Codex
@@ -20,6 +20,7 @@ import {
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crmQueueLogsRoute,
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crmQueueRoute,
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referralBindRoute,
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referralConversionReportRoute,
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referralInviteCodeRoute,
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referralManualBindRoute,
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referralQrcodeRoute,
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@@ -40,6 +41,7 @@ export const referralRoutes: RouteDefinition[] = [
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['POST', '/api/referral/bind', referralBindRoute],
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['GET', '/api/referral/stats', referralStatsRoute],
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['GET', '/api/referral/sales-stats', referralSalesStatsRoute],
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['GET', '/api/referral/conversion-report', referralConversionReportRoute],
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['GET', '/api/referral/sales-clients', referralSalesClientsRoute],
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['POST', '/api/referral/manual-bind', referralManualBindRoute],
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['GET', '/api/referral/team', referralTeamRoute],
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@@ -154,6 +154,55 @@ function centsToAmount(cents: number) {
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return Math.round(cents) / 100;
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}
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function intValue(value: unknown, fallback = 0) {
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const parsed = Number(value ?? fallback);
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return Number.isFinite(parsed) ? Math.trunc(parsed) : fallback;
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}
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function dateValue(value: string, fallback: string) {
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const candidate = value || fallback;
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if (!/^\d{4}-\d{2}-\d{2}$/.test(candidate)) {
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throw new HttpError(400, 'Date must use YYYY-MM-DD format', 'INVALID_DATE');
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}
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return candidate;
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}
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function shanghaiDateKey(date = new Date()) {
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const formatter = new Intl.DateTimeFormat('en-US', {
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timeZone: 'Asia/Shanghai',
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year: 'numeric',
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month: '2-digit',
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day: '2-digit',
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});
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const parts = Object.fromEntries(formatter.formatToParts(date).map(part => [part.type, part.value]));
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return `${parts.year}-${parts.month}-${parts.day}`;
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}
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function daysBetweenInclusive(startDate: string, endDate: string) {
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const start = new Date(`${startDate}T00:00:00+08:00`).getTime();
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const end = new Date(`${endDate}T00:00:00+08:00`).getTime();
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return Math.floor((end - start) / 86400000) + 1;
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}
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function conversionPeriodFromParams(ctx: RequestContext) {
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const today = shanghaiDateKey();
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const startDate = dateValue(stringParam(ctx, 'startDate'), today.slice(0, 8) + '01');
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const endDate = dateValue(stringParam(ctx, 'endDate'), today);
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if (startDate > endDate) {
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throw new HttpError(400, 'startDate must be before or equal to endDate', 'INVALID_DATE_RANGE');
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}
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const days = daysBetweenInclusive(startDate, endDate);
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if (days > 180) {
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throw new HttpError(400, 'Conversion report range cannot exceed 180 days', 'REPORT_RANGE_TOO_LARGE');
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}
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return { startDate, endDate, days };
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}
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function ratio(numerator: number, denominator: number) {
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if (!denominator) return 0;
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return Number((numerator / denominator).toFixed(4));
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}
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function canViewAllReferral(auth: TenantAdminAuth) {
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return hasTenantPermission(auth, 'referral:read');
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}
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@@ -162,6 +211,14 @@ function canViewSelfReferral(auth: TenantAdminAuth) {
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return hasTenantPermission(auth, 'referral:self') || canViewAllReferral(auth);
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}
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function restrictReferralScope(auth: TenantAdminAuth, requestedReferrerId: string | null) {
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if (canViewAllReferral(auth)) return requestedReferrerId;
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if (requestedReferrerId && requestedReferrerId !== auth.userId) {
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throw new HttpError(403, 'Only own referral conversion data can be viewed', 'REFERRAL_SCOPE_REQUIRED');
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}
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return auth.userId;
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}
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async function userHasTenantMembership(client: pg.PoolClient, tenantId: string, userId: string) {
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const result = await client.query(
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`
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@@ -955,6 +1012,574 @@ export async function referralSalesStatsRoute(ctx: RequestContext) {
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};
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}
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export async function referralConversionReportRoute(ctx: RequestContext) {
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const auth = await requireTenantAdmin(ctx);
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if (!canViewSelfReferral(auth)) {
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throw new HttpError(403, 'Referral access is required', 'REFERRAL_ACCESS_REQUIRED');
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}
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const { startDate, endDate, days } = conversionPeriodFromParams(ctx);
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const requestedReferrerId = optionalUuidString(stringParam(ctx, 'referrerUserId'), 'referrerUserId') || null;
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const scopedReferrerId = restrictReferralScope(auth, requestedReferrerId);
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const limit = intParam(ctx, 'limit', 20, 100);
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const params = [auth.tenantId, startDate, endDate, scopedReferrerId, limit];
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const byReferrerRows = await query<Record<string, unknown>>(
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`
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with settings as (
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select coalesce(default_rate, 0.2000)::numeric(6,4) as default_rate
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from public.tenant_commission_settings
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where tenant_id = $1
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union all
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select 0.2000::numeric(6,4)
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limit 1
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),
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referrers as (
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select distinct on (tm.user_id)
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tm.user_id, tm.role, u.username, u.name, u.phone, rc.code::text as invite_code
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from public.tenant_memberships tm
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join public.platform_users u on u.id = tm.user_id
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left join public.referral_codes rc on rc.tenant_id = tm.tenant_id and rc.user_id = tm.user_id
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where tm.tenant_id = $1
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and tm.status = 'active'
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and tm.role in ('tenant_owner', 'tenant_admin', 'tenant_operator', 'teacher', 'sales', 'agent')
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and ($4::uuid is null or tm.user_id = $4::uuid)
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order by tm.user_id,
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case tm.role
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when 'sales' then 1
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when 'agent' then 2
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when 'tenant_operator' then 3
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when 'teacher' then 4
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else 9
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end
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),
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lead_base as (
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select rl.*
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from public.referral_leads rl
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where rl.tenant_id = $1
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and rl.status = 'protected'
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and rl.referrer_user_id is not null
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and ($4::uuid is null or rl.referrer_user_id = $4::uuid)
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),
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new_leads as (
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select *
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from lead_base
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where bound_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
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and bound_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
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),
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order_sources as (
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select 'order'::text as source_type,
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o.id as source_id,
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coalesce(o.paid_at, o.updated_at, o.created_at) as source_paid_at,
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o.user_id as student_user_id,
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lb.referrer_user_id,
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o.amount_cents::integer as gross_amount_cents,
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null::numeric(6,4) as batch_rate
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from public.orders o
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join lead_base lb on lb.tenant_id = o.tenant_id
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and lb.student_user_id = o.user_id
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and coalesce(o.paid_at, o.updated_at, o.created_at) >= lb.bound_at
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where o.tenant_id = $1
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and o.status = 'paid'
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and o.user_id is not null
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and coalesce(o.paid_at, o.updated_at, o.created_at) >= ($2::date::timestamp at time zone 'Asia/Shanghai')
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and coalesce(o.paid_at, o.updated_at, o.created_at) < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
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),
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code_sources as (
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select 'activation_code'::text as source_type,
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ac.id as source_id,
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ac.used_at as source_paid_at,
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ac.used_by as student_user_id,
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lb.referrer_user_id,
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greatest(coalesce(ac.unit_price_cents, cb.default_unit_price_cents, 0), 0)::integer as gross_amount_cents,
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cb.commission_rate as batch_rate
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from public.activation_codes ac
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left join public.code_batches cb on cb.tenant_id = ac.tenant_id and cb.id = ac.batch_id
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join lead_base lb on lb.tenant_id = ac.tenant_id
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and lb.student_user_id = ac.used_by
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and ac.used_at >= lb.bound_at
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where ac.tenant_id = $1
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and ac.is_used is true
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and ac.used_by is not null
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and ac.used_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
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and ac.used_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
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),
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sources as (
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select * from order_sources
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union all
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select * from code_sources
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),
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referrer_members as (
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select distinct on (tm.user_id)
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tm.user_id, tm.commission_rate
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from public.tenant_memberships tm
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where tm.tenant_id = $1
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and tm.status = 'active'
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and tm.role in ('tenant_owner', 'tenant_admin', 'tenant_operator', 'teacher', 'sales', 'agent')
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order by tm.user_id,
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case tm.role
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when 'sales' then 1
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when 'agent' then 2
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when 'tenant_operator' then 3
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when 'teacher' then 4
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else 9
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end
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),
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commission_sources as (
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select s.*,
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coalesce(s.batch_rate, rm.commission_rate, settings.default_rate)::numeric(6,4) as commission_rate,
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round(s.gross_amount_cents * coalesce(s.batch_rate, rm.commission_rate, settings.default_rate))::integer as commission_amount_cents
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from sources s
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cross join settings
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left join referrer_members rm on rm.user_id = s.referrer_user_id
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where s.gross_amount_cents > 0
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),
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lead_stats as (
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select referrer_user_id,
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count(*)::int as lead_count,
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count(*) filter (where assigned_to_user_id is not null)::int as assigned_lead_count
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from new_leads
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group by referrer_user_id
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),
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converted_stats as (
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select nl.referrer_user_id,
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count(distinct nl.student_user_id)::int as converted_lead_count
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from new_leads nl
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where exists (
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select 1
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from commission_sources cs
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where cs.referrer_user_id = nl.referrer_user_id
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and cs.student_user_id = nl.student_user_id
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and cs.source_paid_at >= nl.bound_at
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)
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group by nl.referrer_user_id
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),
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source_stats as (
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select referrer_user_id,
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count(*)::int as paid_source_count,
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count(distinct student_user_id)::int as paid_lead_count,
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coalesce(sum(gross_amount_cents), 0)::bigint as gross_amount_cents,
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coalesce(sum(commission_amount_cents), 0)::bigint as commission_amount_cents
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from commission_sources
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group by referrer_user_id
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),
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paid_users as (
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select lb.referrer_user_id, lb.student_user_id,
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min(lb.bound_at) as bound_at,
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min(cs.source_paid_at) as first_paid_at
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from lead_base lb
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join commission_sources cs on cs.referrer_user_id = lb.referrer_user_id
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and cs.student_user_id = lb.student_user_id
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and cs.source_paid_at >= lb.bound_at
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group by lb.referrer_user_id, lb.student_user_id
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),
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paid_user_stats as (
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select referrer_user_id,
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count(*)::int as first_pay_user_count,
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coalesce(sum(extract(epoch from (first_paid_at - bound_at)) / 3600), 0)::numeric as first_pay_hours_sum,
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coalesce(avg(extract(epoch from (first_paid_at - bound_at)) / 3600), 0)::numeric as avg_first_pay_hours
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from paid_users
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group by referrer_user_id
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),
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track_stats as (
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select ref_user_id as referrer_user_id,
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count(*)::int as track_count,
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count(*) filter (where event_type = 'share')::int as share_count,
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count(*) filter (where event_type in ('scan', 'enter', 'register'))::int as intent_count
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from public.referral_tracks
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where tenant_id = $1
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and ref_user_id is not null
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and created_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
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and created_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
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and ($4::uuid is null or ref_user_id = $4::uuid)
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group by ref_user_id
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),
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crm_stats as (
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select lb.referrer_user_id,
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count(*)::int as crm_queue_count,
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count(*) filter (where q.status = 'sent')::int as crm_sent_count,
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count(*) filter (where q.status in ('failed', 'discarded'))::int as crm_failed_count,
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count(*) filter (where q.status in ('pending', 'processing', 'retrying'))::int as crm_pending_count
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from public.crm_webhook_queue q
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join lead_base lb on lb.id::text = q.lead_id
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where q.tenant_id = $1
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and q.created_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
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and q.created_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
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group by lb.referrer_user_id
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),
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followup_stats as (
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select assigned_to_user_id as referrer_user_id,
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count(*)::int as followup_count,
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count(*) filter (where status in ('open', 'in_progress'))::int as open_followup_count,
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count(*) filter (where status = 'done')::int as done_followup_count,
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count(*) filter (where due_at < now() and status in ('open', 'in_progress'))::int as overdue_followup_count
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from public.tenant_student_followups
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where tenant_id = $1
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and assigned_to_user_id is not null
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and created_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
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and created_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
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and ($4::uuid is null or assigned_to_user_id = $4::uuid)
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group by assigned_to_user_id
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)
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select r.user_id as "referrerUserId",
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r.role,
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r.username,
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r.name,
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r.phone,
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r.invite_code as "inviteCode",
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coalesce(ts.track_count, 0)::int as "trackCount",
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coalesce(ts.share_count, 0)::int as "shareCount",
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coalesce(ts.intent_count, 0)::int as "intentCount",
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coalesce(ls.lead_count, 0)::int as "leadCount",
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coalesce(ls.assigned_lead_count, 0)::int as "assignedLeadCount",
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coalesce(cs.converted_lead_count, 0)::int as "convertedLeadCount",
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coalesce(ss.paid_lead_count, 0)::int as "paidLeadCount",
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coalesce(ss.paid_source_count, 0)::int as "paidSourceCount",
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coalesce(ss.gross_amount_cents, 0)::text as "grossAmountCents",
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coalesce(ss.commission_amount_cents, 0)::text as "commissionAmountCents",
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coalesce(pus.first_pay_user_count, 0)::int as "firstPayUserCount",
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coalesce(pus.first_pay_hours_sum, 0)::text as "firstPayHoursSum",
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coalesce(pus.avg_first_pay_hours, 0)::text as "avgFirstPayHours",
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coalesce(crm.crm_queue_count, 0)::int as "crmQueueCount",
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coalesce(crm.crm_sent_count, 0)::int as "crmSentCount",
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coalesce(crm.crm_failed_count, 0)::int as "crmFailedCount",
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coalesce(crm.crm_pending_count, 0)::int as "crmPendingCount",
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coalesce(fs.followup_count, 0)::int as "followupCount",
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coalesce(fs.open_followup_count, 0)::int as "openFollowupCount",
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coalesce(fs.done_followup_count, 0)::int as "doneFollowupCount",
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coalesce(fs.overdue_followup_count, 0)::int as "overdueFollowupCount"
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from referrers r
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left join lead_stats ls on ls.referrer_user_id = r.user_id
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left join converted_stats cs on cs.referrer_user_id = r.user_id
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left join source_stats ss on ss.referrer_user_id = r.user_id
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left join paid_user_stats pus on pus.referrer_user_id = r.user_id
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left join track_stats ts on ts.referrer_user_id = r.user_id
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left join crm_stats crm on crm.referrer_user_id = r.user_id
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left join followup_stats fs on fs.referrer_user_id = r.user_id
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order by coalesce(ss.gross_amount_cents, 0) desc,
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coalesce(ls.lead_count, 0) desc,
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r.name asc nulls last
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limit $5
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`,
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params,
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);
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const dailyRows = await query<Record<string, unknown>>(
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`
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with days as (
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select generate_series($2::date, $3::date, interval '1 day')::date as day
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),
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settings as (
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select coalesce(default_rate, 0.2000)::numeric(6,4) as default_rate
|
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from public.tenant_commission_settings
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where tenant_id = $1
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union all
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select 0.2000::numeric(6,4)
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limit 1
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),
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lead_base as (
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select rl.*
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from public.referral_leads rl
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where rl.tenant_id = $1
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and rl.status = 'protected'
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and rl.referrer_user_id is not null
|
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and ($4::uuid is null or rl.referrer_user_id = $4::uuid)
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),
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referrer_members as (
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select distinct on (tm.user_id)
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tm.user_id, tm.commission_rate
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from public.tenant_memberships tm
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where tm.tenant_id = $1
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and tm.status = 'active'
|
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order by tm.user_id,
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case tm.role
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when 'sales' then 1
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when 'agent' then 2
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when 'tenant_operator' then 3
|
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when 'teacher' then 4
|
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else 9
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end
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),
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lead_daily as (
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select timezone('Asia/Shanghai', bound_at)::date as day,
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count(*)::int as lead_count,
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count(*) filter (where assigned_to_user_id is not null)::int as assigned_lead_count
|
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from lead_base
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where bound_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
|
||||
and bound_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
|
||||
group by timezone('Asia/Shanghai', bound_at)::date
|
||||
),
|
||||
track_daily as (
|
||||
select timezone('Asia/Shanghai', created_at)::date as day,
|
||||
count(*)::int as track_count
|
||||
from public.referral_tracks
|
||||
where tenant_id = $1
|
||||
and ref_user_id is not null
|
||||
and created_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
|
||||
and created_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
|
||||
and ($4::uuid is null or ref_user_id = $4::uuid)
|
||||
group by timezone('Asia/Shanghai', created_at)::date
|
||||
),
|
||||
order_sources as (
|
||||
select coalesce(o.paid_at, o.updated_at, o.created_at) as source_paid_at,
|
||||
o.user_id as student_user_id,
|
||||
lb.referrer_user_id,
|
||||
o.amount_cents::integer as gross_amount_cents,
|
||||
null::numeric(6,4) as batch_rate
|
||||
from public.orders o
|
||||
join lead_base lb on lb.tenant_id = o.tenant_id
|
||||
and lb.student_user_id = o.user_id
|
||||
and coalesce(o.paid_at, o.updated_at, o.created_at) >= lb.bound_at
|
||||
where o.tenant_id = $1
|
||||
and o.status = 'paid'
|
||||
and o.user_id is not null
|
||||
and coalesce(o.paid_at, o.updated_at, o.created_at) >= ($2::date::timestamp at time zone 'Asia/Shanghai')
|
||||
and coalesce(o.paid_at, o.updated_at, o.created_at) < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
|
||||
),
|
||||
code_sources as (
|
||||
select ac.used_at as source_paid_at,
|
||||
ac.used_by as student_user_id,
|
||||
lb.referrer_user_id,
|
||||
greatest(coalesce(ac.unit_price_cents, cb.default_unit_price_cents, 0), 0)::integer as gross_amount_cents,
|
||||
cb.commission_rate as batch_rate
|
||||
from public.activation_codes ac
|
||||
left join public.code_batches cb on cb.tenant_id = ac.tenant_id and cb.id = ac.batch_id
|
||||
join lead_base lb on lb.tenant_id = ac.tenant_id
|
||||
and lb.student_user_id = ac.used_by
|
||||
and ac.used_at >= lb.bound_at
|
||||
where ac.tenant_id = $1
|
||||
and ac.is_used is true
|
||||
and ac.used_by is not null
|
||||
and ac.used_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
|
||||
and ac.used_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
|
||||
),
|
||||
commission_sources as (
|
||||
select s.source_paid_at,
|
||||
s.student_user_id,
|
||||
s.referrer_user_id,
|
||||
s.gross_amount_cents,
|
||||
round(s.gross_amount_cents * coalesce(s.batch_rate, rm.commission_rate, settings.default_rate))::integer as commission_amount_cents
|
||||
from (
|
||||
select * from order_sources
|
||||
union all
|
||||
select * from code_sources
|
||||
) s
|
||||
cross join settings
|
||||
left join referrer_members rm on rm.user_id = s.referrer_user_id
|
||||
where s.gross_amount_cents > 0
|
||||
),
|
||||
source_daily as (
|
||||
select timezone('Asia/Shanghai', source_paid_at)::date as day,
|
||||
count(*)::int as paid_source_count,
|
||||
count(distinct student_user_id)::int as paid_lead_count,
|
||||
coalesce(sum(gross_amount_cents), 0)::bigint as gross_amount_cents,
|
||||
coalesce(sum(commission_amount_cents), 0)::bigint as commission_amount_cents
|
||||
from commission_sources
|
||||
group by timezone('Asia/Shanghai', source_paid_at)::date
|
||||
)
|
||||
select d.day::text as date,
|
||||
coalesce(td.track_count, 0)::int as "trackCount",
|
||||
coalesce(ld.lead_count, 0)::int as "leadCount",
|
||||
coalesce(ld.assigned_lead_count, 0)::int as "assignedLeadCount",
|
||||
coalesce(sd.paid_lead_count, 0)::int as "paidLeadCount",
|
||||
coalesce(sd.paid_source_count, 0)::int as "paidSourceCount",
|
||||
coalesce(sd.gross_amount_cents, 0)::text as "grossAmountCents",
|
||||
coalesce(sd.commission_amount_cents, 0)::text as "commissionAmountCents"
|
||||
from days d
|
||||
left join track_daily td on td.day = d.day
|
||||
left join lead_daily ld on ld.day = d.day
|
||||
left join source_daily sd on sd.day = d.day
|
||||
order by d.day asc
|
||||
`,
|
||||
[auth.tenantId, startDate, endDate, scopedReferrerId],
|
||||
);
|
||||
|
||||
const recentUnconvertedRows = await query<Record<string, unknown>>(
|
||||
`
|
||||
with scoped_leads as (
|
||||
select rl.*
|
||||
from public.referral_leads rl
|
||||
where rl.tenant_id = $1
|
||||
and rl.status = 'protected'
|
||||
and rl.referrer_user_id is not null
|
||||
and rl.bound_at >= ($2::date::timestamp at time zone 'Asia/Shanghai')
|
||||
and rl.bound_at < (($3::date + 1)::timestamp at time zone 'Asia/Shanghai')
|
||||
and ($4::uuid is null or rl.referrer_user_id = $4::uuid)
|
||||
)
|
||||
select rl.id,
|
||||
rl.student_user_id as "studentUserId",
|
||||
student.name as "studentName",
|
||||
student.phone as "studentPhone",
|
||||
rl.referrer_user_id as "referrerUserId",
|
||||
referrer.name as "referrerName",
|
||||
referrer.phone as "referrerPhone",
|
||||
rl.assigned_to_user_id as "assignedToUserId",
|
||||
assignee.name as "assignedToName",
|
||||
rl.ref_code::text as "refCode",
|
||||
rl.source,
|
||||
rl.bound_at as "boundAt"
|
||||
from scoped_leads rl
|
||||
join public.platform_users student on student.id = rl.student_user_id
|
||||
left join public.platform_users referrer on referrer.id = rl.referrer_user_id
|
||||
left join public.platform_users assignee on assignee.id = rl.assigned_to_user_id
|
||||
where not exists (
|
||||
select 1
|
||||
from public.orders o
|
||||
where o.tenant_id = rl.tenant_id
|
||||
and o.user_id = rl.student_user_id
|
||||
and o.status = 'paid'
|
||||
and coalesce(o.paid_at, o.updated_at, o.created_at) >= rl.bound_at
|
||||
)
|
||||
and not exists (
|
||||
select 1
|
||||
from public.activation_codes ac
|
||||
where ac.tenant_id = rl.tenant_id
|
||||
and ac.used_by = rl.student_user_id
|
||||
and ac.is_used is true
|
||||
and ac.used_at >= rl.bound_at
|
||||
)
|
||||
order by rl.bound_at desc
|
||||
limit $5
|
||||
`,
|
||||
params,
|
||||
);
|
||||
|
||||
const byReferrer = byReferrerRows.map(row => {
|
||||
const leadCount = intValue(row.leadCount);
|
||||
const convertedLeadCount = intValue(row.convertedLeadCount);
|
||||
const paidLeadCount = intValue(row.paidLeadCount);
|
||||
const grossAmountCents = intValue(row.grossAmountCents);
|
||||
const commissionAmountCents = intValue(row.commissionAmountCents);
|
||||
return {
|
||||
referrerUserId: String(row.referrerUserId),
|
||||
role: String(row.role || ''),
|
||||
username: row.username ? String(row.username) : null,
|
||||
name: row.name ? String(row.name) : null,
|
||||
phone: row.phone ? String(row.phone) : null,
|
||||
inviteCode: row.inviteCode ? String(row.inviteCode) : null,
|
||||
trackCount: intValue(row.trackCount),
|
||||
shareCount: intValue(row.shareCount),
|
||||
intentCount: intValue(row.intentCount),
|
||||
leadCount,
|
||||
assignedLeadCount: intValue(row.assignedLeadCount),
|
||||
convertedLeadCount,
|
||||
paidLeadCount,
|
||||
paidSourceCount: intValue(row.paidSourceCount),
|
||||
grossAmountCents,
|
||||
grossAmount: centsToAmount(grossAmountCents),
|
||||
commissionAmountCents,
|
||||
commissionAmount: centsToAmount(commissionAmountCents),
|
||||
firstPayUserCount: intValue(row.firstPayUserCount),
|
||||
firstPayHoursSum: Number(row.firstPayHoursSum || 0),
|
||||
avgFirstPayHours: Number(Number(row.avgFirstPayHours || 0).toFixed(2)),
|
||||
crmQueueCount: intValue(row.crmQueueCount),
|
||||
crmSentCount: intValue(row.crmSentCount),
|
||||
crmFailedCount: intValue(row.crmFailedCount),
|
||||
crmPendingCount: intValue(row.crmPendingCount),
|
||||
followupCount: intValue(row.followupCount),
|
||||
openFollowupCount: intValue(row.openFollowupCount),
|
||||
doneFollowupCount: intValue(row.doneFollowupCount),
|
||||
overdueFollowupCount: intValue(row.overdueFollowupCount),
|
||||
conversionRate: ratio(convertedLeadCount, leadCount),
|
||||
paidLeadRate: ratio(paidLeadCount, leadCount),
|
||||
};
|
||||
});
|
||||
|
||||
const summaryBase = byReferrer.reduce((acc, item) => {
|
||||
acc.trackCount += item.trackCount;
|
||||
acc.shareCount += item.shareCount;
|
||||
acc.intentCount += item.intentCount;
|
||||
acc.leadCount += item.leadCount;
|
||||
acc.assignedLeadCount += item.assignedLeadCount;
|
||||
acc.convertedLeadCount += item.convertedLeadCount;
|
||||
acc.paidLeadCount += item.paidLeadCount;
|
||||
acc.paidSourceCount += item.paidSourceCount;
|
||||
acc.grossAmountCents += item.grossAmountCents;
|
||||
acc.commissionAmountCents += item.commissionAmountCents;
|
||||
acc.firstPayUserCount += item.firstPayUserCount;
|
||||
acc.firstPayHoursSum += item.firstPayHoursSum;
|
||||
acc.crmQueueCount += item.crmQueueCount;
|
||||
acc.crmSentCount += item.crmSentCount;
|
||||
acc.crmFailedCount += item.crmFailedCount;
|
||||
acc.crmPendingCount += item.crmPendingCount;
|
||||
acc.followupCount += item.followupCount;
|
||||
acc.openFollowupCount += item.openFollowupCount;
|
||||
acc.doneFollowupCount += item.doneFollowupCount;
|
||||
acc.overdueFollowupCount += item.overdueFollowupCount;
|
||||
return acc;
|
||||
}, {
|
||||
trackCount: 0,
|
||||
shareCount: 0,
|
||||
intentCount: 0,
|
||||
leadCount: 0,
|
||||
assignedLeadCount: 0,
|
||||
convertedLeadCount: 0,
|
||||
paidLeadCount: 0,
|
||||
paidSourceCount: 0,
|
||||
grossAmountCents: 0,
|
||||
commissionAmountCents: 0,
|
||||
firstPayUserCount: 0,
|
||||
firstPayHoursSum: 0,
|
||||
crmQueueCount: 0,
|
||||
crmSentCount: 0,
|
||||
crmFailedCount: 0,
|
||||
crmPendingCount: 0,
|
||||
followupCount: 0,
|
||||
openFollowupCount: 0,
|
||||
doneFollowupCount: 0,
|
||||
overdueFollowupCount: 0,
|
||||
});
|
||||
|
||||
return {
|
||||
item: {
|
||||
tenantId: auth.tenantId,
|
||||
range: { startDate, endDate, days, referrerUserId: scopedReferrerId },
|
||||
summary: {
|
||||
...summaryBase,
|
||||
grossAmount: centsToAmount(summaryBase.grossAmountCents),
|
||||
commissionAmount: centsToAmount(summaryBase.commissionAmountCents),
|
||||
conversionRate: ratio(summaryBase.convertedLeadCount, summaryBase.leadCount),
|
||||
paidLeadRate: ratio(summaryBase.paidLeadCount, summaryBase.leadCount),
|
||||
avgFirstPayHours: summaryBase.firstPayUserCount
|
||||
? Number((summaryBase.firstPayHoursSum / summaryBase.firstPayUserCount).toFixed(2))
|
||||
: 0,
|
||||
},
|
||||
funnel: [
|
||||
{ key: 'tracks', label: '触达/扫码', count: summaryBase.trackCount },
|
||||
{ key: 'leads', label: '新增客资', count: summaryBase.leadCount },
|
||||
{ key: 'assigned', label: '已分配跟进', count: summaryBase.assignedLeadCount },
|
||||
{ key: 'converted', label: '有效成交客资', count: summaryBase.convertedLeadCount },
|
||||
{ key: 'paid_sources', label: '成交来源', count: summaryBase.paidSourceCount },
|
||||
],
|
||||
byReferrer,
|
||||
dailyTrend: dailyRows.map(row => ({
|
||||
date: String(row.date),
|
||||
trackCount: intValue(row.trackCount),
|
||||
leadCount: intValue(row.leadCount),
|
||||
assignedLeadCount: intValue(row.assignedLeadCount),
|
||||
paidLeadCount: intValue(row.paidLeadCount),
|
||||
paidSourceCount: intValue(row.paidSourceCount),
|
||||
grossAmountCents: intValue(row.grossAmountCents),
|
||||
commissionAmountCents: intValue(row.commissionAmountCents),
|
||||
})),
|
||||
recentUnconvertedLeads: recentUnconvertedRows.map(row => ({
|
||||
id: String(row.id),
|
||||
studentUserId: String(row.studentUserId),
|
||||
studentName: row.studentName ? String(row.studentName) : null,
|
||||
studentPhone: row.studentPhone ? String(row.studentPhone) : null,
|
||||
referrerUserId: String(row.referrerUserId),
|
||||
referrerName: row.referrerName ? String(row.referrerName) : null,
|
||||
referrerPhone: row.referrerPhone ? String(row.referrerPhone) : null,
|
||||
assignedToUserId: row.assignedToUserId ? String(row.assignedToUserId) : null,
|
||||
assignedToName: row.assignedToName ? String(row.assignedToName) : null,
|
||||
refCode: row.refCode ? String(row.refCode) : null,
|
||||
source: row.source ? String(row.source) : null,
|
||||
boundAt: row.boundAt,
|
||||
})),
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
export async function referralSalesClientsRoute(ctx: RequestContext) {
|
||||
const auth = await requireTenantAdmin(ctx);
|
||||
if (!canViewSelfReferral(auth)) {
|
||||
|
||||
@@ -25,6 +25,7 @@ import {
|
||||
loadPointExchangeItems,
|
||||
loadPointExchangeOrders,
|
||||
loadPointsRiskReport,
|
||||
loadReferralConversionReport,
|
||||
loadTenantMembers,
|
||||
loadUserNotifications,
|
||||
updateCommissionSettings,
|
||||
@@ -53,6 +54,7 @@ import {
|
||||
type PointActivityTaskItem,
|
||||
type PointExchangeItem,
|
||||
type PointsRiskReport,
|
||||
type ReferralConversionReport,
|
||||
type TenantMemberItem,
|
||||
type UserNotificationAdminItem,
|
||||
} from '@/services/tenantAdmin';
|
||||
@@ -305,6 +307,7 @@ export default function TenantMarketingPage() {
|
||||
const [crmLogs, setCrmLogs] = useState<Record<string, CrmQueueLogItem[]>>({});
|
||||
const [commissionSettings, setCommissionSettings] = useState<CommissionSettingsItem | null>(null);
|
||||
const [commission, setCommission] = useState<CommissionSummaryItem | null>(null);
|
||||
const [conversionReport, setConversionReport] = useState<ReferralConversionReport | null>(null);
|
||||
const [commissionOrders, setCommissionOrders] = useState<CommissionOrderItem[]>([]);
|
||||
const [settlements, setSettlements] = useState<CommissionSettlementItem[]>([]);
|
||||
const [settlementProofs, setSettlementProofs] = useState<Record<string, CommissionSettlementProofItem[]>>({});
|
||||
@@ -380,6 +383,7 @@ export default function TenantMarketingPage() {
|
||||
crmDeadLettersPayload,
|
||||
commissionSettingsPayload,
|
||||
commissionPayload,
|
||||
conversionReportPayload,
|
||||
orderPayload,
|
||||
settlementPayload,
|
||||
memberPayload,
|
||||
@@ -410,6 +414,7 @@ export default function TenantMarketingPage() {
|
||||
loadCrmDeadLetters({ limit: 20 }).catch(() => ({ items: [], summary: {} })),
|
||||
loadCommissionSettings().catch(() => ({ item: null })),
|
||||
loadCommissionSummary(period).catch(() => ({ item: null })),
|
||||
loadReferralConversionReport({ ...period, limit: 20 }).catch(() => ({ item: null })),
|
||||
loadCommissionOrders({ ...period, limit: 20 }).catch(() => ({ items: [] })),
|
||||
loadCommissionSettlements({ limit: 20 }).catch(() => ({ items: [] })),
|
||||
loadTenantMembers({ limit: 100 }).catch(() => ({ items: [] })),
|
||||
@@ -438,6 +443,7 @@ export default function TenantMarketingPage() {
|
||||
setCrmDeadLetters(crmDeadLettersPayload || {});
|
||||
setCommissionSettings(nextSettings);
|
||||
setCommission(commissionPayload.item || null);
|
||||
setConversionReport(conversionReportPayload.item || null);
|
||||
setCommissionOrders(orderPayload.items || []);
|
||||
setSettlements(settlementPayload.items || []);
|
||||
setMembers(memberPayload.items || []);
|
||||
@@ -882,12 +888,14 @@ export default function TenantMarketingPage() {
|
||||
setBusy('commission');
|
||||
setError('');
|
||||
try {
|
||||
const [summaryPayload, orderPayload, settlementPayload] = await Promise.all([
|
||||
const [summaryPayload, conversionPayload, orderPayload, settlementPayload] = await Promise.all([
|
||||
loadCommissionSummary(period),
|
||||
loadReferralConversionReport({ ...period, limit: 30 }),
|
||||
loadCommissionOrders({ ...period, limit: 30 }),
|
||||
loadCommissionSettlements({ limit: 30 }),
|
||||
]);
|
||||
setCommission(summaryPayload.item || null);
|
||||
setConversionReport(conversionPayload.item || null);
|
||||
setCommissionOrders(orderPayload.items || []);
|
||||
setSettlements(settlementPayload.items || []);
|
||||
} catch (nextError) {
|
||||
@@ -1544,6 +1552,67 @@ export default function TenantMarketingPage() {
|
||||
</View>
|
||||
</View>
|
||||
|
||||
<View className='admin-section'>
|
||||
<Text className='admin-section-title'>销售/代理转化</Text>
|
||||
<View className='admin-grid'>
|
||||
<View className='admin-metric'><Text className='admin-metric-label'>新增客资</Text><Text className='admin-metric-value'>{String(conversionReport?.summary?.leadCount || 0)}</Text></View>
|
||||
<View className='admin-metric'><Text className='admin-metric-label'>有效成交</Text><Text className='admin-metric-value'>{String(conversionReport?.summary?.convertedLeadCount || 0)}</Text></View>
|
||||
<View className='admin-metric'><Text className='admin-metric-label'>转化率</Text><Text className='admin-metric-value'>{percentLabel(conversionReport?.summary?.conversionRate)}</Text></View>
|
||||
<View className='admin-metric'><Text className='admin-metric-label'>成交金额</Text><Text className='admin-metric-value'>{money(conversionReport?.summary?.grossAmountCents)}</Text></View>
|
||||
</View>
|
||||
<View className='admin-grid'>
|
||||
<View className='admin-metric'><Text className='admin-metric-label'>预计佣金</Text><Text className='admin-metric-value'>{money(conversionReport?.summary?.commissionAmountCents)}</Text></View>
|
||||
<View className='admin-metric'><Text className='admin-metric-label'>CRM 失败</Text><Text className='admin-metric-value'>{String(conversionReport?.summary?.crmFailedCount || 0)}</Text></View>
|
||||
<View className='admin-metric'><Text className='admin-metric-label'>跟进积压</Text><Text className='admin-metric-value'>{String(conversionReport?.summary?.openFollowupCount || 0)}</Text></View>
|
||||
<View className='admin-metric'><Text className='admin-metric-label'>首付均时</Text><Text className='admin-metric-value'>{String(conversionReport?.summary?.avgFirstPayHours || 0)}h</Text></View>
|
||||
</View>
|
||||
<View className='admin-list compact'>
|
||||
{(conversionReport?.funnel || []).map(item => (
|
||||
<View className='admin-row' key={String(item.key || item.label)}>
|
||||
<Text className='admin-row-main'>{String(item.label || item.key || '漏斗')}</Text>
|
||||
<Text className='admin-row-meta'>{String(item.count || 0)}</Text>
|
||||
</View>
|
||||
))}
|
||||
</View>
|
||||
<View className='admin-list'>
|
||||
{(conversionReport?.byReferrer || []).slice(0, 8).map(item => (
|
||||
<View className='admin-row' key={item.referrerUserId}>
|
||||
<Text className='admin-row-main'>{item.name || item.phone || item.username || item.referrerUserId} · {money(item.grossAmountCents)}</Text>
|
||||
<Text className='admin-row-meta'>
|
||||
{item.role || 'member'} · 客资 {String(item.leadCount || 0)} · 成交 {String(item.convertedLeadCount || 0)} · 转化 {percentLabel(item.conversionRate)} · 佣金 {money(item.commissionAmountCents)}
|
||||
</Text>
|
||||
<Text className='admin-row-meta'>
|
||||
CRM 失败 {String(item.crmFailedCount || 0)} · 待跟进 {String(item.openFollowupCount || 0)} · 超期 {String(item.overdueFollowupCount || 0)} · 首付均时 {String(item.avgFirstPayHours || 0)}h
|
||||
</Text>
|
||||
</View>
|
||||
))}
|
||||
</View>
|
||||
{(conversionReport?.dailyTrend || []).length ? (
|
||||
<View className='admin-list compact'>
|
||||
{(conversionReport?.dailyTrend || []).slice(-7).map(item => (
|
||||
<View className='admin-row' key={String(item.date)}>
|
||||
<Text className='admin-row-main'>{String(item.date || '-')}</Text>
|
||||
<Text className='admin-row-meta'>客资 {String(item.leadCount || 0)} · 成交来源 {String(item.paidSourceCount || 0)} · 金额 {money(item.grossAmountCents)}</Text>
|
||||
</View>
|
||||
))}
|
||||
</View>
|
||||
) : null}
|
||||
{(conversionReport?.recentUnconvertedLeads || []).length ? (
|
||||
<View className='admin-list'>
|
||||
<Text className='admin-section-title'>近期未成交客资</Text>
|
||||
{(conversionReport?.recentUnconvertedLeads || []).slice(0, 6).map(item => (
|
||||
<View className='admin-row' key={String(item.id)}>
|
||||
<Text className='admin-row-main'>{item.studentName || item.studentPhone || item.studentUserId || '学生'} · {item.referrerName || item.referrerPhone || item.referrerUserId || '归属人'}</Text>
|
||||
<Text className='admin-row-meta'>跟进 {item.assignedToName || item.assignedToUserId || '-'} · 来源 {item.source || '-'} · {shortDate(item.boundAt)}</Text>
|
||||
</View>
|
||||
))}
|
||||
</View>
|
||||
) : null}
|
||||
{!(conversionReport?.byReferrer?.length || conversionReport?.recentUnconvertedLeads?.length) ? (
|
||||
<View className='admin-empty'>当前筛选范围暂无转化数据，或当前角色只能查看本人客资。</View>
|
||||
) : null}
|
||||
</View>
|
||||
|
||||
<View className='admin-section'>
|
||||
<Text className='admin-section-title'>分佣订单明细</Text>
|
||||
<View className='admin-list'>
|
||||
|
||||
@@ -840,6 +840,86 @@ export interface CrmQueueLogItem {
|
||||
createdAt?: string;
|
||||
}
|
||||
|
||||
export interface ReferralConversionReferrerItem {
|
||||
referrerUserId: string;
|
||||
role?: string;
|
||||
username?: string | null;
|
||||
name?: string | null;
|
||||
phone?: string | null;
|
||||
inviteCode?: string | null;
|
||||
trackCount?: number;
|
||||
shareCount?: number;
|
||||
intentCount?: number;
|
||||
leadCount?: number;
|
||||
assignedLeadCount?: number;
|
||||
convertedLeadCount?: number;
|
||||
paidLeadCount?: number;
|
||||
paidSourceCount?: number;
|
||||
grossAmountCents?: number;
|
||||
grossAmount?: number;
|
||||
commissionAmountCents?: number;
|
||||
commissionAmount?: number;
|
||||
firstPayUserCount?: number;
|
||||
avgFirstPayHours?: number;
|
||||
crmQueueCount?: number;
|
||||
crmSentCount?: number;
|
||||
crmFailedCount?: number;
|
||||
crmPendingCount?: number;
|
||||
followupCount?: number;
|
||||
openFollowupCount?: number;
|
||||
doneFollowupCount?: number;
|
||||
overdueFollowupCount?: number;
|
||||
conversionRate?: number;
|
||||
paidLeadRate?: number;
|
||||
}
|
||||
|
||||
export interface ReferralConversionReport {
|
||||
tenantId?: string;
|
||||
range?: {
|
||||
startDate?: string;
|
||||
endDate?: string;
|
||||
days?: number;
|
||||
referrerUserId?: string | null;
|
||||
};
|
||||
summary?: Partial<ReferralConversionReferrerItem> & {
|
||||
grossAmountCents?: number;
|
||||
commissionAmountCents?: number;
|
||||
grossAmount?: number;
|
||||
commissionAmount?: number;
|
||||
firstPayHoursSum?: number;
|
||||
};
|
||||
funnel?: Array<{
|
||||
key?: string;
|
||||
label?: string;
|
||||
count?: number;
|
||||
}>;
|
||||
byReferrer?: ReferralConversionReferrerItem[];
|
||||
dailyTrend?: Array<{
|
||||
date?: string;
|
||||
trackCount?: number;
|
||||
leadCount?: number;
|
||||
assignedLeadCount?: number;
|
||||
paidLeadCount?: number;
|
||||
paidSourceCount?: number;
|
||||
grossAmountCents?: number;
|
||||
commissionAmountCents?: number;
|
||||
}>;
|
||||
recentUnconvertedLeads?: Array<{
|
||||
id?: string;
|
||||
studentUserId?: string;
|
||||
studentName?: string | null;
|
||||
studentPhone?: string | null;
|
||||
referrerUserId?: string;
|
||||
referrerName?: string | null;
|
||||
referrerPhone?: string | null;
|
||||
assignedToUserId?: string | null;
|
||||
assignedToName?: string | null;
|
||||
refCode?: string | null;
|
||||
source?: string | null;
|
||||
boundAt?: string;
|
||||
}>;
|
||||
}
|
||||
|
||||
export interface CommissionSettingsItem {
|
||||
defaultRate?: number | string;
|
||||
minSettlementCents?: number;
|
||||
@@ -1699,6 +1779,17 @@ export async function loadCommissionSummary(query: { startDate?: string; endDate
|
||||
return apiRequest<{ item?: CommissionSummaryItem }>('/api/commission/summary', { query });
|
||||
}
|
||||
|
||||
export async function loadReferralConversionReport(query: {
|
||||
startDate?: string;
|
||||
endDate?: string;
|
||||
referrerUserId?: string;
|
||||
limit?: number;
|
||||
} = {}) {
|
||||
return apiRequest<{ item?: ReferralConversionReport }>('/api/referral/conversion-report', {
|
||||
query: { ...query, limit: query.limit || 20 },
|
||||
});
|
||||
}
|
||||
|
||||
export async function loadCommissionOrders(query: { startDate?: string; endDate?: string; referrerUserId?: string; limit?: number } = {}) {
|
||||
return apiRequest<{ items?: CommissionOrderItem[]; scope?: Record<string, unknown> }>('/api/commission/orders', {
|
||||
query: { ...query, limit: query.limit || 50 },
|
||||
|
||||
Reference in New Issue
Block a user