package cn.iocoder.yudao.module.crm.service.salesTarget;
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import cn.hutool.core.collection.CollUtil;
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import cn.hutool.core.util.StrUtil;
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import cn.iocoder.yudao.framework.common.pojo.PageResult;
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import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
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import cn.iocoder.yudao.module.crm.controller.admin.salesTarget.vo.CrmSalesTargetChangeStatusReqVO;
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import cn.iocoder.yudao.module.crm.controller.admin.salesTarget.vo.CrmSalesTargetPageReqVO;
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import cn.iocoder.yudao.module.crm.controller.admin.salesTarget.vo.CrmSalesTargetRespVO;
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import cn.iocoder.yudao.module.crm.controller.admin.salesTarget.vo.CrmSalesTargetSaveReqVO;
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import cn.iocoder.yudao.module.crm.controller.admin.salesTarget.vo.analysis.CrmSalesTargetAnalysisReqVO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.salesTarget.CrmSalesTargetDO;
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import cn.iocoder.yudao.module.crm.dal.mysql.salesTarget.CrmSalesTargetAchievementMapper;
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import cn.iocoder.yudao.module.crm.dal.mysql.salesTarget.CrmSalesTargetMapper;
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import cn.iocoder.yudao.module.crm.enums.salesTarget.CrmSalesTargetDimensionEnum;
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import cn.iocoder.yudao.module.crm.enums.salesTarget.CrmSalesTargetPeriodTypeEnum;
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import cn.iocoder.yudao.module.crm.enums.salesTarget.CrmSalesTargetStatusEnum;
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import cn.iocoder.yudao.module.mdm.api.item.MdmItemApi;
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import cn.iocoder.yudao.module.mdm.api.item.dto.MdmItemRespDTO;
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import cn.iocoder.yudao.module.system.api.dept.DeptApi;
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import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
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import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
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import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
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import jakarta.annotation.Resource;
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import org.springframework.stereotype.Service;
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import org.springframework.transaction.annotation.Transactional;
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import org.springframework.validation.annotation.Validated;
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import java.math.BigDecimal;
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import java.math.RoundingMode;
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import java.time.LocalDateTime;
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import java.time.YearMonth;
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import java.time.format.DateTimeFormatter;
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import java.util.ArrayList;
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import java.util.Collections;
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import java.util.HashMap;
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import java.util.HashSet;
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import java.util.List;
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import java.util.Map;
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import java.util.Objects;
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import java.util.Set;
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import java.util.regex.Matcher;
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import java.util.regex.Pattern;
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import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
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import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
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import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
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import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
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/**
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* 销售目标 Service 实现类
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*
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* @author 超级管理员
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*/
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@Service
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@Validated
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public class CrmSalesTargetServiceImpl implements CrmSalesTargetService {
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private static final BigDecimal HUNDRED = BigDecimal.valueOf(100);
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private static final Pattern YEAR_PATTERN = Pattern.compile("^\\d{4}$");
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private static final Pattern QUARTER_PATTERN = Pattern.compile("^(\\d{4})-Q([1-4])$");
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private static final Pattern MONTH_PATTERN = Pattern.compile("^(\\d{4})-(0[1-9]|1[0-2])$");
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private static final DateTimeFormatter MONTH_FORMAT = DateTimeFormatter.ofPattern("yyyy-MM");
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@Resource
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private CrmSalesTargetMapper salesTargetMapper;
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@Resource
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private CrmSalesTargetAchievementMapper achievementMapper;
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@Resource
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private AdminUserApi adminUserApi;
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@Resource
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private DeptApi deptApi;
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@Resource
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private MdmItemApi mdmItemApi;
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@Override
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@Transactional(rollbackFor = Exception.class)
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public Long createSalesTarget(CrmSalesTargetSaveReqVO createReqVO) {
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// 1. 校验目标维度对象
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validateTargetDimension(createReqVO);
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// 2. 计算周期起止，并插入
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CrmSalesTargetDO salesTarget = BeanUtils.toBean(createReqVO, CrmSalesTargetDO.class);
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LocalDateTime[] period = calculatePeriod(createReqVO.getPeriodType(), createReqVO.getPeriodValue());
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salesTarget.setStartTime(period[0]).setEndTime(period[1])
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.setStatus(calcStatusByPeriod(period[0], period[1]));
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salesTargetMapper.insert(salesTarget);
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return salesTarget.getId();
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}
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@Override
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@Transactional(rollbackFor = Exception.class)
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public void updateSalesTarget(CrmSalesTargetSaveReqVO updateReqVO) {
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// 1. 校验存在
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CrmSalesTargetDO salesTarget = validateSalesTargetExists(updateReqVO.getId());
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// 2. 校验目标维度对象
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validateTargetDimension(updateReqVO);
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// 3. 更新
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CrmSalesTargetDO updateDO = BeanUtils.toBean(updateReqVO, CrmSalesTargetDO.class);
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LocalDateTime[] period = calculatePeriod(updateReqVO.getPeriodType(), updateReqVO.getPeriodValue());
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updateDO.setStartTime(period[0]).setEndTime(period[1]);
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// 手动作废的状态不因编辑而覆盖
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updateDO.setStatus(Objects.equals(salesTarget.getStatus(), CrmSalesTargetStatusEnum.INVALID.getStatus())
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? CrmSalesTargetStatusEnum.INVALID.getStatus() : calcStatusByPeriod(period[0], period[1]));
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salesTargetMapper.updateById(updateDO);
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}
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@Override
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public void changeSalesTargetStatus(CrmSalesTargetChangeStatusReqVO reqVO) {
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// 1. 校验存在
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validateSalesTargetExists(reqVO.getId());
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// 2. 更新状态
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salesTargetMapper.updateById(new CrmSalesTargetDO().setId(reqVO.getId()).setStatus(reqVO.getStatus()));
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}
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@Override
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public void deleteSalesTarget(Long id) {
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// 1. 校验存在
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validateSalesTargetExists(id);
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// 2. 删除
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salesTargetMapper.deleteById(id);
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}
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@Override
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public CrmSalesTargetRespVO getSalesTarget(Long id) {
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CrmSalesTargetDO salesTarget = validateSalesTargetExists(id);
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return convertListToRespVO(Collections.singletonList(salesTarget)).get(0);
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}
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@Override
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public PageResult<CrmSalesTargetRespVO> getSalesTargetPage(CrmSalesTargetPageReqVO pageReqVO) {
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PageResult<CrmSalesTargetDO> pageResult = salesTargetMapper.selectPage(pageReqVO);
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if (CollUtil.isEmpty(pageResult.getList())) {
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return PageResult.empty();
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}
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return new PageResult<>(convertListToRespVO(pageResult.getList()), pageResult.getTotal());
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}
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@Override
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public List<CrmSalesTargetRespVO> getSalesTargetList(CrmSalesTargetPageReqVO reqVO) {
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List<CrmSalesTargetDO> list = salesTargetMapper.selectList(reqVO);
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return convertListToRespVO(list);
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}
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@Override
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public List<CrmSalesTargetRespVO> getSalesTargetAnalysis(CrmSalesTargetAnalysisReqVO reqVO) {
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// 按周期 + 维度过滤查询全部目标（含已结束），用于达成分析看板
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List<CrmSalesTargetDO> list = salesTargetMapper.selectList(new cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX<CrmSalesTargetDO>()
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.eqIfPresent(CrmSalesTargetDO::getStatus, reqVO.getStatus())
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.eqIfPresent(CrmSalesTargetDO::getTargetDimension, reqVO.getTargetDimension())
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.eq(CrmSalesTargetDO::getPeriodType, reqVO.getPeriodType())
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.eq(CrmSalesTargetDO::getPeriodValue, reqVO.getPeriodValue())
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.orderByDesc(CrmSalesTargetDO::getId));
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return convertListToRespVO(list);
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}
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// ========== 私有方法 ==========
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private CrmSalesTargetDO validateSalesTargetExists(Long id) {
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CrmSalesTargetDO salesTarget = salesTargetMapper.selectById(id);
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if (salesTarget == null) {
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throw exception(CRM_SALES_TARGET_NOT_EXISTS);
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}
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return salesTarget;
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}
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private void validateTargetDimension(CrmSalesTargetSaveReqVO reqVO) {
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if (Objects.equals(reqVO.getTargetDimension(), CrmSalesTargetDimensionEnum.USER.getType())
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&& reqVO.getTargetUserId() == null) {
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throw exception(CRM_SALES_TARGET_DIMENSION_TARGET_MISSING, "用户");
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}
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if (Objects.equals(reqVO.getTargetDimension(), CrmSalesTargetDimensionEnum.DEPT.getType())
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&& reqVO.getTargetDeptId() == null) {
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throw exception(CRM_SALES_TARGET_DIMENSION_TARGET_MISSING, "部门");
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}
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if (Objects.equals(reqVO.getTargetDimension(), CrmSalesTargetDimensionEnum.ITEM.getType())
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&& reqVO.getTargetItemId() == null) {
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throw exception(CRM_SALES_TARGET_DIMENSION_TARGET_MISSING, "物料");
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}
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}
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/**
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* 根据周期类型 + 周期值计算周期起止时间（半开区间 [start, end)）
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*/
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private LocalDateTime[] calculatePeriod(Integer periodType, String periodValue) {
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if (Objects.equals(periodType, CrmSalesTargetPeriodTypeEnum.YEAR.getType())) {
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if (!YEAR_PATTERN.matcher(periodValue).matches()) {
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throw exception(CRM_SALES_TARGET_PERIOD_VALUE_INVALID, periodValue, "2026");
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}
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int year = Integer.parseInt(periodValue);
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return new LocalDateTime[]{LocalDateTime.of(year, 1, 1, 0, 0), LocalDateTime.of(year + 1, 1, 1, 0, 0)};
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}
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if (Objects.equals(periodType, CrmSalesTargetPeriodTypeEnum.QUARTER.getType())) {
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Matcher matcher = QUARTER_PATTERN.matcher(periodValue);
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if (!matcher.matches()) {
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throw exception(CRM_SALES_TARGET_PERIOD_VALUE_INVALID, periodValue, "2026-Q1");
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}
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int year = Integer.parseInt(matcher.group(1));
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int startMonth = (Integer.parseInt(matcher.group(2)) - 1) * 3 + 1;
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return new LocalDateTime[]{
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YearMonth.of(year, startMonth).atDay(1).atStartOfDay(),
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YearMonth.of(year, startMonth).plusMonths(3).atDay(1).atStartOfDay()};
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}
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if (Objects.equals(periodType, CrmSalesTargetPeriodTypeEnum.MONTH.getType())) {
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if (!MONTH_PATTERN.matcher(periodValue).matches()) {
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throw exception(CRM_SALES_TARGET_PERIOD_VALUE_INVALID, periodValue, "2026-07");
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}
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YearMonth yearMonth = YearMonth.parse(periodValue, MONTH_FORMAT);
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return new LocalDateTime[]{
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yearMonth.atDay(1).atStartOfDay(),
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yearMonth.plusMonths(1).atDay(1).atStartOfDay()};
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}
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throw exception(CRM_SALES_TARGET_PERIOD_VALUE_INVALID, periodValue, "年/季度/月");
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}
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/**
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* 根据当前时间与周期起止，自动判定目标状态
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*/
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private Integer calcStatusByPeriod(LocalDateTime startTime, LocalDateTime endTime) {
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LocalDateTime now = LocalDateTime.now();
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if (now.isBefore(startTime)) {
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return CrmSalesTargetStatusEnum.NOT_ACTIVE.getStatus();
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}
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if (now.isAfter(endTime)) {
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return CrmSalesTargetStatusEnum.END.getStatus();
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}
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return CrmSalesTargetStatusEnum.ACTIVE.getStatus();
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}
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/**
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* 将 DO 列表转换为 RespVO 列表，填充对象名称、创建人名称与实际达成数据
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*/
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private List<CrmSalesTargetRespVO> convertListToRespVO(List<CrmSalesTargetDO> targetList) {
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if (CollUtil.isEmpty(targetList)) {
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return Collections.emptyList();
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}
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// 1. 收集关联 ID，批量查询名称
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Set<Long> userIds = new HashSet<>();
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Set<Long> deptIds = new HashSet<>();
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Set<Long> itemIds = new HashSet<>();
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for (CrmSalesTargetDO target : targetList) {
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if (Objects.equals(target.getTargetDimension(), CrmSalesTargetDimensionEnum.USER.getType())) {
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userIds.add(target.getTargetUserId());
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} else if (Objects.equals(target.getTargetDimension(), CrmSalesTargetDimensionEnum.DEPT.getType())) {
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deptIds.add(target.getTargetDeptId());
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} else if (Objects.equals(target.getTargetDimension(), CrmSalesTargetDimensionEnum.ITEM.getType())) {
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itemIds.add(target.getTargetItemId());
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}
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if (StrUtil.isNumeric(target.getCreator())) { // 创建人（用户编号字符串）
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userIds.add(Long.valueOf(target.getCreator()));
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}
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}
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Map<Long, AdminUserRespDTO> userMap = CollUtil.isNotEmpty(userIds) ? adminUserApi.getUserMap(userIds) : Collections.emptyMap();
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Map<Long, DeptRespDTO> deptMap = CollUtil.isNotEmpty(deptIds) ? deptApi.getDeptMap(deptIds) : Collections.emptyMap();
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Map<Long, MdmItemRespDTO> itemMap = CollUtil.isNotEmpty(itemIds) ? mdmItemApi.getItemMap(itemIds) : Collections.emptyMap();
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// 2. 转换并填充
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return convertList(targetList, target -> {
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CrmSalesTargetRespVO respVO = BeanUtils.toBean(target, CrmSalesTargetRespVO.class);
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// 目标对象名称
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if (Objects.equals(target.getTargetDimension(), CrmSalesTargetDimensionEnum.USER.getType())) {
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AdminUserRespDTO user = userMap.get(target.getTargetUserId());
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if (user != null) {
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respVO.setTargetUserName(user.getNickname());
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}
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} else if (Objects.equals(target.getTargetDimension(), CrmSalesTargetDimensionEnum.DEPT.getType())) {
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DeptRespDTO dept = deptMap.get(target.getTargetDeptId());
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if (dept != null) {
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respVO.setTargetDeptName(dept.getName());
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}
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} else if (Objects.equals(target.getTargetDimension(), CrmSalesTargetDimensionEnum.ITEM.getType())) {
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MdmItemRespDTO item = itemMap.get(target.getTargetItemId());
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if (item != null) {
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respVO.setTargetItemName(item.getName());
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}
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}
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// 创建人名称
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if (StrUtil.isNumeric(target.getCreator())) {
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AdminUserRespDTO creator = userMap.get(Long.valueOf(target.getCreator()));
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if (creator != null) {
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respVO.setCreatorName(creator.getNickname());
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}
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}
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// 实际达成与达成率
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fillAchievement(target, respVO);
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return respVO;
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});
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}
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/**
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* 计算实际达成金额/数量与达成率
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*/
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private void fillAchievement(CrmSalesTargetDO target, CrmSalesTargetRespVO respVO) {
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if (Objects.equals(target.getTargetDimension(), CrmSalesTargetDimensionEnum.ITEM.getType())) {
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// 产品维度：仅合同金额与合同数可按物料统计
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BigDecimal contractPrice = achievementMapper.selectContractPriceByItemId(target.getTargetItemId(),
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target.getStartTime(), target.getEndTime());
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Long contractCount = achievementMapper.selectContractCountByItemId(target.getTargetItemId(),
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target.getStartTime(), target.getEndTime());
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respVO.setActualContractPrice(contractPrice);
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respVO.setActualContractCount(contractCount);
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respVO.setActualReceivablePrice(BigDecimal.ZERO);
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respVO.setActualBusinessPrice(BigDecimal.ZERO);
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respVO.setActualCustomerCount(0L);
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} else {
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Set<Long> userIds = resolveTargetUserIds(target);
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if (CollUtil.isEmpty(userIds)) { // 部门下无用户
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respVO.setActualContractPrice(BigDecimal.ZERO);
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respVO.setActualContractCount(0L);
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respVO.setActualReceivablePrice(BigDecimal.ZERO);
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respVO.setActualBusinessPrice(BigDecimal.ZERO);
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respVO.setActualCustomerCount(0L);
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} else {
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respVO.setActualContractPrice(achievementMapper.selectContractPriceByUserIds(userIds,
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target.getStartTime(), target.getEndTime()));
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respVO.setActualContractCount(achievementMapper.selectContractCountByUserIds(userIds,
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target.getStartTime(), target.getEndTime()));
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respVO.setActualReceivablePrice(achievementMapper.selectReceivablePriceByUserIds(userIds,
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target.getStartTime(), target.getEndTime()));
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respVO.setActualBusinessPrice(achievementMapper.selectBusinessPriceByUserIds(userIds,
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target.getStartTime(), target.getEndTime()));
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respVO.setActualCustomerCount(achievementMapper.selectCustomerCountByUserIds(userIds,
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target.getStartTime(), target.getEndTime()));
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}
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}
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// 达成率 = 实际 / 目标 * 100
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respVO.setContractRate(calcRate(respVO.getActualContractPrice(), target.getContractTarget()));
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respVO.setReceivableRate(calcRate(respVO.getActualReceivablePrice(), target.getReceivableTarget()));
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respVO.setBusinessRate(calcRate(respVO.getActualBusinessPrice(), target.getBusinessTarget()));
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respVO.setCustomerRate(calcRate(respVO.getActualCustomerCount(), target.getCustomerTarget()));
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respVO.setContractCountRate(calcRate(respVO.getActualContractCount(), target.getContractCountTarget()));
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}
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/**
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* 解析目标的统计用户集合：个人维度为单用户，部门维度为部门及子部门下所有用户
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*/
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private Set<Long> resolveTargetUserIds(CrmSalesTargetDO target) {
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if (Objects.equals(target.getTargetDimension(), CrmSalesTargetDimensionEnum.USER.getType())) {
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return target.getTargetUserId() == null ? Collections.emptySet() : Collections.singleton(target.getTargetUserId());
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}
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// 部门维度：含子部门
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List<Long> deptIds = new ArrayList<>();
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deptIds.add(target.getTargetDeptId());
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List<DeptRespDTO> childDepts = deptApi.getChildDeptList(target.getTargetDeptId());
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if (CollUtil.isNotEmpty(childDepts)) {
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deptIds.addAll(convertList(childDepts, DeptRespDTO::getId));
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}
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return convertSet(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
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}
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private BigDecimal calcRate(BigDecimal actual, BigDecimal target) {
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if (target == null || target.compareTo(BigDecimal.ZERO) <= 0) {
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return null;
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}
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return (actual == null ? BigDecimal.ZERO : actual)
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.multiply(HUNDRED).divide(target, 2, RoundingMode.HALF_UP);
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}
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private BigDecimal calcRate(Long actual, Integer target) {
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if (target == null || target <= 0) {
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return null;
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}
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return BigDecimal.valueOf(actual == null ? 0 : actual)
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.multiply(HUNDRED).divide(BigDecimal.valueOf(target), 2, RoundingMode.HALF_UP);
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}
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}
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