235 lines
7.4 KiB
PL/PgSQL
235 lines
7.4 KiB
PL/PgSQL
-- 2026-07-02 商机业绩归属地数据回填脚本
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--
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-- 回填规则：
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-- 1. 党旭、杨斯雷：业绩归属地取商机项目地。
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-- - 项目地为省级名称/简称/编码时，写入该省级 cnarea.area_code。
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-- - 项目地为城市名称/简称/编码时，写入该城市上级省份 cnarea.area_code。
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-- 2. 其余表格内销售：业绩归属地取表格“主区域”，写入对应省级 cnarea.area_code。
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begin;
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set search_path to public;
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alter table if exists crm_opportunity
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add column if not exists project_ownership_location varchar(100);
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comment on column crm_opportunity.project_ownership_location is '业绩归属地编码，对应 cnarea.area_code';
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do $$
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declare
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v_user_pk text;
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v_name_queries text[] := array[]::text[];
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v_main_region_updated integer := 0;
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v_project_location_updated integer := 0;
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begin
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if to_regclass('public.crm_opportunity') is null then
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raise exception 'crm_opportunity 表不存在，无法回填业绩归属地';
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end if;
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if to_regclass('public.sys_user') is null then
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raise exception 'sys_user 表不存在，无法按销售负责人回填业绩归属地';
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end if;
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if to_regclass('public.cnarea') is null then
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raise exception 'cnarea 表不存在，无法将业绩归属地解析为 area_code';
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end if;
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select case
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when exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'user_id'
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) then 'user_id'
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when exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'id'
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) then 'id'
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else null
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end
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into v_user_pk;
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if v_user_pk is null then
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raise exception 'sys_user 缺少 user_id/id 字段，无法关联 crm_opportunity.owner_user_id';
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end if;
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if exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'display_name'
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) then
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v_name_queries := array_append(
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v_name_queries,
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format(
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'select u.%I::bigint as owner_user_id, nullif(btrim(u.display_name), '''') as owner_name from sys_user u where nullif(btrim(u.display_name), '''') is not null',
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v_user_pk
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)
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);
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end if;
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if exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'real_name'
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) then
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v_name_queries := array_append(
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v_name_queries,
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format(
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'select u.%I::bigint as owner_user_id, nullif(btrim(u.real_name), '''') as owner_name from sys_user u where nullif(btrim(u.real_name), '''') is not null',
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v_user_pk
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)
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);
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end if;
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if exists (
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select 1
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from information_schema.columns
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where table_schema = 'public'
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and table_name = 'sys_user'
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and column_name = 'username'
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) then
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v_name_queries := array_append(
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v_name_queries,
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format(
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'select u.%I::bigint as owner_user_id, nullif(btrim(u.username), '''') as owner_name from sys_user u where nullif(btrim(u.username), '''') is not null',
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v_user_pk
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)
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);
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end if;
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if array_length(v_name_queries, 1) is null then
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raise exception 'sys_user 缺少 display_name/real_name/username 字段，无法匹配区域销售';
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end if;
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drop table if exists tmp_opportunity_owner_name;
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create temp table tmp_opportunity_owner_name (
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owner_user_id bigint not null,
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owner_name text not null
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) on commit drop;
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execute
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'insert into tmp_opportunity_owner_name (owner_user_id, owner_name) ' ||
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'select distinct owner_user_id, owner_name from (' ||
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array_to_string(v_name_queries, ' union all ') ||
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') t';
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with owner_main_region(owner_name, main_region) as (
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values
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('苑磊', '山东'),
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('张贝贝', '河南'),
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('吕志威', '浙江'),
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('谈欣', '辽宁'),
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('丰世雄', '内蒙古'),
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('李继设', '广西'),
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('王昊玮', '山西'),
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('韩东升', '云南'),
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('冯文超', '湖北'),
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('徐凯', '四川'),
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('陈志华', '河北'),
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('向往', '江苏'),
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('王孟杰', '新疆'),
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('杨坤融', '新疆')
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)
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update crm_opportunity o
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set project_ownership_location = area.area_code
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from tmp_opportunity_owner_name owner_name
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join owner_main_region region
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on region.owner_name = owner_name.owner_name
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join cnarea area
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on area.level = 1
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and (
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area.short_name = region.main_region
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or area.name = region.main_region
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or area.area_code = region.main_region
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)
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where o.owner_user_id = owner_name.owner_user_id
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and o.project_ownership_location is distinct from area.area_code;
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get diagnostics v_main_region_updated = row_count;
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update crm_opportunity o
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set project_ownership_location = (
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select coalesce(
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case when matched_area.level = 1 then matched_area.area_code end,
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parent_area.area_code
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)
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from cnarea matched_area
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left join cnarea parent_area
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on parent_area.level = 1
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and parent_area.area_code = matched_area.parent_code
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where matched_area.level in (1, 2)
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and (
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matched_area.area_code = btrim(o.project_location)
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or matched_area.short_name = btrim(o.project_location)
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or matched_area.name = btrim(o.project_location)
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)
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order by
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case when matched_area.level = 1 then 0 else 1 end,
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matched_area.area_code asc,
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matched_area.id asc
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limit 1
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)
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from tmp_opportunity_owner_name owner_name
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where o.owner_user_id = owner_name.owner_user_id
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and owner_name.owner_name in ('党旭', '杨斯雷')
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and coalesce(nullif(btrim(o.project_location), ''), '') <> ''
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and (
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select coalesce(
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case when matched_area.level = 1 then matched_area.area_code end,
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parent_area.area_code
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)
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from cnarea matched_area
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left join cnarea parent_area
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on parent_area.level = 1
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and parent_area.area_code = matched_area.parent_code
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where matched_area.level in (1, 2)
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and (
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matched_area.area_code = btrim(o.project_location)
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or matched_area.short_name = btrim(o.project_location)
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or matched_area.name = btrim(o.project_location)
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)
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order by
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case when matched_area.level = 1 then 0 else 1 end,
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matched_area.area_code asc,
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matched_area.id asc
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limit 1
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) is not null
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and o.project_ownership_location is distinct from (
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select coalesce(
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case when matched_area.level = 1 then matched_area.area_code end,
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parent_area.area_code
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)
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from cnarea matched_area
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left join cnarea parent_area
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on parent_area.level = 1
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and parent_area.area_code = matched_area.parent_code
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where matched_area.level in (1, 2)
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and (
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matched_area.area_code = btrim(o.project_location)
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or matched_area.short_name = btrim(o.project_location)
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or matched_area.name = btrim(o.project_location)
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)
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order by
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case when matched_area.level = 1 then 0 else 1 end,
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matched_area.area_code asc,
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matched_area.id asc
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limit 1
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);
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get diagnostics v_project_location_updated = row_count;
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raise notice '业绩归属地回填完成：按主区域更新 % 条，按项目地更新 % 条',
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v_main_region_updated,
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v_project_location_updated;
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end $$;
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commit;
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