thread-master/apps/backend/internal/module/crm/usecase/stats.go

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package usecase
import (
"context"
"sort"
"apps/backend/internal/module/crm/domain"
radarDomain "apps/backend/internal/module/radar/domain"
)
// StatsMinSample 是能公布比率的最低樣本數spec §9.5:樣本 < 5 只給絕對數)。
const StatsMinSample = 5
// DimensionVariants 目前無法計算:回覆版本與成交之間還沒有歸因欄位,
// 硬回空陣列會讓前端把功能缺口顯示成「使用者還沒有資料」。
const DimensionVariants = "variants"
// DimensionTermsDimensionSources 需要 radar 商機才能歸因。
const (
DimensionTerms = "terms"
DimensionSources = "sources"
)
// ConversionStat 只帶絕對數;比率是否揭露由樣本門檻決定。
type ConversionStat struct {
Key string
Accepted int
Replied int
Won int
}
// StatsResult 是 CRM 轉換統計。UnavailableDimensions 明確標出「尚未實作/無法計算」
// 的維度,讓呼叫端能跟「查得到但沒有資料」區分開來。
type StatsResult struct {
TotalContacts int64
ByStage map[string]int
NeedsFollowUp int
Terms []ConversionStat
Sources []ConversionStat
UnavailableDimensions []string
}
/*
Stats 聚合 CRM 轉換統計fromto 任一邊為 0 代表該側不設限。
兩種維度的時間語意不同,因為問的問題不同:
- 名單分佈看聯絡人「最近活動時間」落在區間內。
- 關鍵字/來源看商機的「建立時間」落在區間內,成交與否則取該聯絡人的現況階段。
*/
func (s *Service) Stats(ctx context.Context, ownerUID int64, from, to int64) (*StatsResult, error) {
out := &StatsResult{
ByStage: map[string]int{},
Terms: []ConversionStat{},
Sources: []ConversionStat{},
// 回覆版本維度缺資料模型支援,永遠標為不可用。
UnavailableDimensions: []string{DimensionVariants},
}
stageByContact, err := s.collectContactStages(ctx, ownerUID, from, to, out)
if err != nil {
return nil, err
}
out.ByStage["needs_follow_up"] = out.NeedsFollowUp
if s.RadarOpps == nil {
out.UnavailableDimensions = append(out.UnavailableDimensions, DimensionTerms, DimensionSources)
return out, nil
}
terms, sources, err := s.attributeOpportunities(ctx, ownerUID, from, to, stageByContact)
if err != nil {
return nil, err
}
out.Terms, out.Sources = sortedStats(terms), sortedStats(sources)
return out, nil
}
// collectContactStages 走訪全部聯絡人:區間內的計入名單分佈,
// 同時建立 contact → stage 對照供商機歸因使用(避免逐筆回查)。
func (s *Service) collectContactStages(
ctx context.Context, ownerUID, from, to int64, out *StatsResult,
) (map[string]string, error) {
const pageSize = 500
stageByContact := map[string]string{}
scanned := 0
for page := 1; ; page++ {
list, total, err := s.Repo.ListContacts(ctx, ownerUID, domain.ContactListFilter{
Page: page, PageSize: pageSize,
})
if err != nil {
return nil, err
}
scanned += len(list)
for _, c := range list {
stageByContact[c.ID] = c.Stage
if !withinRange(contactActivityAt(c), from, to) {
continue
}
out.ByStage[c.Stage]++
if c.NeedsFollowUp {
out.NeedsFollowUp++
}
out.TotalContacts++
}
if len(list) == 0 || int64(scanned) >= total {
break
}
}
return stageByContact, nil
}
// attributeOpportunities 把已接受的商機分攤到關鍵字與來源兩個維度。
// 同一個聯絡人在同一關鍵字下只算一次,否則多筆商機會灌大 accepted。
func (s *Service) attributeOpportunities(
ctx context.Context, ownerUID, from, to int64, stageByContact map[string]string,
) (map[string]*ConversionStat, map[string]*ConversionStat, error) {
const pageSize = 200
terms := map[string]*ConversionStat{}
sources := map[string]*ConversionStat{}
countedTerm := map[string]bool{}
countedSource := map[string]bool{}
scanned := 0
for page := 1; ; page++ {
list, total, err := s.RadarOpps.ListOpportunities(ctx, ownerUID, radarDomain.OpportunityListFilter{
Statuses: []string{radarDomain.OppAccepted},
CreatedFrom: from,
CreatedTo: to,
Page: page,
PageSize: pageSize,
})
if err != nil {
return nil, nil, err
}
scanned += len(list)
for _, o := range list {
if o == nil || o.ContactID == "" {
continue
}
stage, ok := stageByContact[o.ContactID]
if !ok {
continue
}
for _, term := range o.MatchedTerms {
if term == "" || countedTerm[o.ContactID+"\x00"+term] {
continue
}
countedTerm[o.ContactID+"\x00"+term] = true
tally(terms, term, stage)
}
source := conversionSource(o.Source)
if !countedSource[o.ContactID+"\x00"+source] {
countedSource[o.ContactID+"\x00"+source] = true
tally(sources, source, stage)
}
}
if len(list) == 0 || int64(scanned) >= total {
break
}
}
return terms, sources, nil
}
func tally(into map[string]*ConversionStat, key, stage string) {
stat := into[key]
if stat == nil {
stat = &ConversionStat{Key: key}
into[key] = stat
}
stat.Accepted++
if stageReachedReply(stage) {
stat.Replied++
}
if stage == domain.StageWon {
stat.Won++
}
}
// stageReachedReply現況階段已走到「對方回覆」之後才算 replied。
func stageReachedReply(stage string) bool {
switch stage {
case domain.StageReplied, domain.StageQuoted, domain.StageWon:
return true
}
return false
}
// conversionSource 把商機來源翻成統計維度的來源名稱。
func conversionSource(oppSource string) string {
switch oppSource {
case radarDomain.OppSourceScoutPromote:
return "scout"
case radarDomain.OppSourceManualImport:
return "manual_import"
default:
return "radar"
}
}
func contactActivityAt(c *domain.Contact) int64 {
if c.LastTouchAt > 0 {
return c.LastTouchAt
}
if c.UpdatedAt > 0 {
return c.UpdatedAt
}
return c.CreatedAt
}
func withinRange(at, from, to int64) bool {
if from > 0 && at < from {
return false
}
if to > 0 && at > to {
return false
}
return true
}
// sortedStats 以成交數→接受數→名稱排序,讓輸出穩定且高價值的排前面。
func sortedStats(in map[string]*ConversionStat) []ConversionStat {
out := make([]ConversionStat, 0, len(in))
for _, stat := range in {
out = append(out, *stat)
}
sort.Slice(out, func(i, j int) bool {
if out[i].Won != out[j].Won {
return out[i].Won > out[j].Won
}
if out[i].Accepted != out[j].Accepted {
return out[i].Accepted > out[j].Accepted
}
return out[i].Key < out[j].Key
})
return out
}