初始化
This commit is contained in:
369
backend/app/services/report_service.py
Normal file
369
backend/app/services/report_service.py
Normal file
@@ -0,0 +1,369 @@
|
||||
import pandas as pd
|
||||
import io
|
||||
from datetime import date, datetime
|
||||
from typing import Optional, Dict, List, Any
|
||||
from sqlalchemy.orm import Session
|
||||
from sqlalchemy import func, and_
|
||||
|
||||
from app.models import Employee, SecondaryAgent, ProductCategory, PerformanceRecord, User
|
||||
from app.services.calculate_service import (
|
||||
calculate_employee_income, calculate_company_profit,
|
||||
get_period_dates, get_rebate_rate_by_period
|
||||
)
|
||||
|
||||
|
||||
def export_employee_report(
|
||||
db: Session,
|
||||
employee_id: int,
|
||||
period: str,
|
||||
year: int,
|
||||
month: Optional[int] = None
|
||||
) -> tuple:
|
||||
"""
|
||||
导出员工收益明细Excel
|
||||
|
||||
Returns:
|
||||
tuple: (excel_bytes, filename)
|
||||
"""
|
||||
# 计算员工收益
|
||||
result = calculate_employee_income(db, employee_id, period, year, month, save_result=False)
|
||||
|
||||
# 获取周期日期范围
|
||||
start_date, end_date, period_key = get_period_dates(period, year, month)
|
||||
|
||||
# 获取业绩明细
|
||||
personal_records = db.query(PerformanceRecord).filter(
|
||||
and_(
|
||||
PerformanceRecord.employee_id == employee_id,
|
||||
PerformanceRecord.record_type == "employee",
|
||||
PerformanceRecord.record_date >= start_date,
|
||||
PerformanceRecord.record_date < end_date
|
||||
)
|
||||
).all()
|
||||
|
||||
agent_records = db.query(PerformanceRecord).filter(
|
||||
and_(
|
||||
PerformanceRecord.employee_id == employee_id,
|
||||
PerformanceRecord.record_type == "agent",
|
||||
PerformanceRecord.record_date >= start_date,
|
||||
PerformanceRecord.record_date < end_date
|
||||
)
|
||||
).all()
|
||||
|
||||
# 创建Excel writer
|
||||
output = io.BytesIO()
|
||||
with pd.ExcelWriter(output, engine='openpyxl') as writer:
|
||||
# Sheet 1: 收益汇总
|
||||
summary_data = {
|
||||
'项目': [
|
||||
'员工姓名',
|
||||
'计算周期',
|
||||
'业绩总额',
|
||||
'目标金额',
|
||||
'完成率(%)',
|
||||
'底薪',
|
||||
'绩效奖金',
|
||||
'个人提成',
|
||||
'代理提成',
|
||||
'总收入',
|
||||
'公司返点',
|
||||
'公司成本',
|
||||
'公司利润'
|
||||
],
|
||||
'金额': [
|
||||
result['employee_name'],
|
||||
result['period_key'],
|
||||
result['total_performance'],
|
||||
result['target_amount'],
|
||||
f"{result['completion_rate']:.2f}",
|
||||
result['base_salary'],
|
||||
result['performance_bonus'],
|
||||
result['personal_commission'],
|
||||
result['agent_commission'],
|
||||
result['total_income'],
|
||||
result['company_rebate'],
|
||||
result['company_cost'],
|
||||
result['company_profit']
|
||||
]
|
||||
}
|
||||
df_summary = pd.DataFrame(summary_data)
|
||||
df_summary.to_excel(writer, sheet_name='收益汇总', index=False)
|
||||
|
||||
# Sheet 2: 个人业绩明细
|
||||
if personal_records:
|
||||
personal_data = []
|
||||
for record in personal_records:
|
||||
personal_data.append({
|
||||
'日期': record.record_date,
|
||||
'客户名称': record.customer_name or '',
|
||||
'订单号': record.order_no or '',
|
||||
'产品分类': record.category.name if record.category else '',
|
||||
'业绩金额': float(record.amount or 0),
|
||||
'提成比例': float(record.category.commission_rate or 0) if record.category else 0,
|
||||
'提成金额': float(record.amount or 0) * float(record.category.commission_rate or 0) if record.category else 0
|
||||
})
|
||||
df_personal = pd.DataFrame(personal_data)
|
||||
df_personal.to_excel(writer, sheet_name='个人业绩明细', index=False)
|
||||
else:
|
||||
pd.DataFrame({'提示': ['该周期内无个人业绩记录']}).to_excel(writer, sheet_name='个人业绩明细', index=False)
|
||||
|
||||
# Sheet 3: 代理业绩明细
|
||||
if agent_records:
|
||||
agent_data = []
|
||||
for record in agent_records:
|
||||
agent = record.agent
|
||||
agent_data.append({
|
||||
'日期': record.record_date,
|
||||
'代理公司': agent.company_name if agent else '',
|
||||
'客户名称': record.customer_name or '',
|
||||
'订单号': record.order_no or '',
|
||||
'产品分类': record.category.name if record.category else '',
|
||||
'业绩金额': float(record.amount or 0),
|
||||
'分佣比例': float(agent.profit_share_rate or 0.6) if agent else 0.6,
|
||||
'分佣金额': float(record.amount or 0) * float(agent.profit_share_rate or 0.6) if agent else float(record.amount or 0) * 0.6
|
||||
})
|
||||
df_agent = pd.DataFrame(agent_data)
|
||||
df_agent.to_excel(writer, sheet_name='代理业绩明细', index=False)
|
||||
else:
|
||||
pd.DataFrame({'提示': ['该周期内无代理业绩记录']}).to_excel(writer, sheet_name='代理业绩明细', index=False)
|
||||
|
||||
# Sheet 4: 提成明细
|
||||
if result.get('detail') and result['detail'].get('personal_performance'):
|
||||
commission_data = []
|
||||
for item in result['detail']['personal_performance'].get('by_category', []):
|
||||
commission_data.append({
|
||||
'产品分类': item['category_name'],
|
||||
'业绩金额': item['amount'],
|
||||
'提成比例': item['commission_rate'],
|
||||
'提成金额': item['commission']
|
||||
})
|
||||
if commission_data:
|
||||
df_commission = pd.DataFrame(commission_data)
|
||||
df_commission.to_excel(writer, sheet_name='提成明细', index=False)
|
||||
|
||||
output.seek(0)
|
||||
filename = f"employee_report_{employee_id}_{period_key}.xlsx"
|
||||
return output.getvalue(), filename
|
||||
|
||||
|
||||
def export_company_report(
|
||||
db: Session,
|
||||
period: str,
|
||||
year: int,
|
||||
month: Optional[int] = None
|
||||
) -> tuple:
|
||||
"""
|
||||
导出公司收益汇总Excel
|
||||
|
||||
Returns:
|
||||
tuple: (excel_bytes, filename)
|
||||
"""
|
||||
# 计算公司收益
|
||||
result = calculate_company_profit(db, period, year, month)
|
||||
|
||||
# 获取周期日期范围
|
||||
start_date, end_date, period_key = get_period_dates(period, year, month)
|
||||
|
||||
# 创建Excel writer
|
||||
output = io.BytesIO()
|
||||
with pd.ExcelWriter(output, engine='openpyxl') as writer:
|
||||
# Sheet 1: 公司收益汇总
|
||||
summary_data = {
|
||||
'项目': [
|
||||
'计算周期',
|
||||
'员工数量',
|
||||
'总返点收入',
|
||||
'员工成本',
|
||||
'代理分成',
|
||||
'总成本',
|
||||
'公司利润'
|
||||
],
|
||||
'金额': [
|
||||
result['period_key'],
|
||||
result['employee_count'],
|
||||
result['total_rebate'],
|
||||
result['total_employee_cost'],
|
||||
result['total_agent_share'],
|
||||
result['total_cost'],
|
||||
result['company_profit']
|
||||
]
|
||||
}
|
||||
df_summary = pd.DataFrame(summary_data)
|
||||
df_summary.to_excel(writer, sheet_name='公司收益汇总', index=False)
|
||||
|
||||
# Sheet 2: 返点明细
|
||||
if result.get('rebate_details'):
|
||||
rebate_data = []
|
||||
for item in result['rebate_details']:
|
||||
rebate_data.append({
|
||||
'产品分类': item['category_name'],
|
||||
'业绩金额': item['amount'],
|
||||
'返点比例': item['rebate_rate'],
|
||||
'返点金额': item['rebate']
|
||||
})
|
||||
df_rebate = pd.DataFrame(rebate_data)
|
||||
df_rebate.to_excel(writer, sheet_name='返点明细', index=False)
|
||||
|
||||
# Sheet 3: 员工成本明细
|
||||
if result.get('employee_details'):
|
||||
emp_data = []
|
||||
for item in result['employee_details']:
|
||||
emp_data.append({
|
||||
'员工ID': item['employee_id'],
|
||||
'员工姓名': item['employee_name'],
|
||||
'员工收入': item['total_income'],
|
||||
'代理分成': item['agent_share']
|
||||
})
|
||||
df_emp = pd.DataFrame(emp_data)
|
||||
df_emp.to_excel(writer, sheet_name='员工成本明细', index=False)
|
||||
|
||||
output.seek(0)
|
||||
filename = f"company_report_{period_key}.xlsx"
|
||||
return output.getvalue(), filename
|
||||
|
||||
|
||||
def export_performance_report(
|
||||
db: Session,
|
||||
filters: Dict[str, Any]
|
||||
) -> tuple:
|
||||
"""
|
||||
导出业绩报表Excel
|
||||
|
||||
Args:
|
||||
filters: 筛选条件
|
||||
- start_date: 开始日期
|
||||
- end_date: 结束日期
|
||||
- employee_id: 员工ID（可选）
|
||||
- agent_id: 代理ID（可选）
|
||||
- category_id: 分类ID（可选）
|
||||
- record_type: 记录类型（employee/agent）
|
||||
|
||||
Returns:
|
||||
tuple: (excel_bytes, filename)
|
||||
"""
|
||||
# 构建查询
|
||||
query = db.query(PerformanceRecord)
|
||||
|
||||
# 应用筛选条件
|
||||
if filters.get('start_date'):
|
||||
query = query.filter(PerformanceRecord.record_date >= filters['start_date'])
|
||||
if filters.get('end_date'):
|
||||
query = query.filter(PerformanceRecord.record_date <= filters['end_date'])
|
||||
if filters.get('employee_id'):
|
||||
query = query.filter(PerformanceRecord.employee_id == filters['employee_id'])
|
||||
if filters.get('agent_id'):
|
||||
query = query.filter(PerformanceRecord.agent_id == filters['agent_id'])
|
||||
if filters.get('category_id'):
|
||||
query = query.filter(PerformanceRecord.category_id == filters['category_id'])
|
||||
if filters.get('record_type'):
|
||||
query = query.filter(PerformanceRecord.record_type == filters['record_type'])
|
||||
|
||||
records = query.order_by(PerformanceRecord.record_date.desc()).all()
|
||||
|
||||
# 创建Excel writer
|
||||
output = io.BytesIO()
|
||||
with pd.ExcelWriter(output, engine='openpyxl') as writer:
|
||||
# Sheet 1: 业绩明细
|
||||
if records:
|
||||
data = []
|
||||
total_amount = 0
|
||||
for record in records:
|
||||
amount = float(record.amount or 0)
|
||||
total_amount += amount
|
||||
|
||||
employee_name = ""
|
||||
if record.employee and record.employee.user:
|
||||
employee_name = record.employee.user.name
|
||||
|
||||
agent_name = ""
|
||||
if record.agent:
|
||||
agent_name = record.agent.company_name
|
||||
|
||||
category_name = ""
|
||||
if record.category:
|
||||
category_name = record.category.name
|
||||
|
||||
data.append({
|
||||
'ID': record.id,
|
||||
'记录类型': '员工业绩' if record.record_type == 'employee' else '代理业绩',
|
||||
'日期': record.record_date,
|
||||
'员工': employee_name,
|
||||
'代理': agent_name,
|
||||
'产品分类': category_name,
|
||||
'客户名称': record.customer_name or '',
|
||||
'订单号': record.order_no or '',
|
||||
'业绩金额': amount,
|
||||
'备注': record.remark or ''
|
||||
})
|
||||
|
||||
df = pd.DataFrame(data)
|
||||
df.to_excel(writer, sheet_name='业绩明细', index=False)
|
||||
|
||||
# Sheet 2: 汇总统计
|
||||
summary_data = {
|
||||
'统计项': [
|
||||
'记录总数',
|
||||
'业绩总额',
|
||||
'平均单笔业绩',
|
||||
'员工业绩笔数',
|
||||
'代理业绩笔数'
|
||||
],
|
||||
'数值': [
|
||||
len(records),
|
||||
total_amount,
|
||||
round(total_amount / len(records), 2) if records else 0,
|
||||
len([r for r in records if r.record_type == 'employee']),
|
||||
len([r for r in records if r.record_type == 'agent'])
|
||||
]
|
||||
}
|
||||
df_summary = pd.DataFrame(summary_data)
|
||||
df_summary.to_excel(writer, sheet_name='汇总统计', index=False)
|
||||
|
||||
# Sheet 3: 按员工汇总
|
||||
emp_summary = {}
|
||||
for record in records:
|
||||
emp_name = record.employee.user.name if record.employee and record.employee.user else '未知'
|
||||
if emp_name not in emp_summary:
|
||||
emp_summary[emp_name] = {'count': 0, 'amount': 0}
|
||||
emp_summary[emp_name]['count'] += 1
|
||||
emp_summary[emp_name]['amount'] += float(record.amount or 0)
|
||||
|
||||
emp_data = []
|
||||
for name, stats in emp_summary.items():
|
||||
emp_data.append({
|
||||
'员工': name,
|
||||
'业绩笔数': stats['count'],
|
||||
'业绩总额': stats['amount']
|
||||
})
|
||||
df_emp = pd.DataFrame(emp_data)
|
||||
df_emp.to_excel(writer, sheet_name='按员工汇总', index=False)
|
||||
|
||||
# Sheet 4: 按分类汇总
|
||||
cat_summary = {}
|
||||
for record in records:
|
||||
cat_name = record.category.name if record.category else '未知'
|
||||
if cat_name not in cat_summary:
|
||||
cat_summary[cat_name] = {'count': 0, 'amount': 0}
|
||||
cat_summary[cat_name]['count'] += 1
|
||||
cat_summary[cat_name]['amount'] += float(record.amount or 0)
|
||||
|
||||
cat_data = []
|
||||
for name, stats in cat_summary.items():
|
||||
cat_data.append({
|
||||
'产品分类': name,
|
||||
'业绩笔数': stats['count'],
|
||||
'业绩总额': stats['amount']
|
||||
})
|
||||
df_cat = pd.DataFrame(cat_data)
|
||||
df_cat.to_excel(writer, sheet_name='按分类汇总', index=False)
|
||||
|
||||
else:
|
||||
pd.DataFrame({'提示': ['无业绩记录']}).to_excel(writer, sheet_name='业绩明细', index=False)
|
||||
|
||||
output.seek(0)
|
||||
|
||||
# 生成文件名
|
||||
date_str = datetime.now().strftime('%Y%m%d')
|
||||
filename = f"performance_report_{date_str}.xlsx"
|
||||
|
||||
return output.getvalue(), filename
|
||||
Reference in New Issue
Block a user