接口迁移

docs/customer-report-wecom-callback.md

@@ -15,6 +15,6 @@ GET 用于企业微信保存回调配置时验签，POST 用于接收用户消
 - 沿用 `foundation.wecom` 下现有的 CorpId、Token、EncodingAESKey。
 - 问答小助手和运动馆智能助手分别配置在 `foundation.wecom.apps.general`、`foundation.wecom.apps.sports-venue`。
 - `DEEPSEEK_API_KEY`（沿用项目现有 DeepSeek 配置）。
-- `CRM_REPORT_BASE_URL`，指向学邦同步服务，例如 `http://127.0.0.1:9999`。
+- 客资日报接口运行在当前 8880 服务内，直接查询 `xuebang_db` 中的同步数据，不调用 9999 同步服务。
 
 `/v1/integrations/wecom/callback` 保持原有扣子默认工作流；`/v1/integrations/wecom/sports-venue/callback` 使用 DeepSeek 语义识别并调用客资日报接口。回复消息时，服务端会根据入口选择对应应用的 AgentId 和 Secret。

src/main/java/com/company/agentfoundation/config/FoundationProperties.java

@@ -13,7 +13,6 @@ public class FoundationProperties {
   private final Coze coze = new Coze();
   private final Wecom wecom = new Wecom();
   private final Semantic semantic = new Semantic();
-  private final InternalApis internalApis = new InternalApis();
   private final MiniProgram miniProgram = new MiniProgram();
 
   public Auth getAuth() { return auth; }
@@ -22,7 +21,6 @@ public class FoundationProperties {
   public Coze getCoze() { return coze; }
   public Wecom getWecom() { return wecom; }
   public Semantic getSemantic() { return semantic; }
-  public InternalApis getInternalApis() { return internalApis; }
   public MiniProgram getMiniProgram() { return miniProgram; }
 
   public static class Auth {
@@ -148,24 +146,6 @@ public class FoundationProperties {
     public void setMinimumConfidence(double minimumConfidence) { this.minimumConfidence = minimumConfidence; }
   }
 
-  public static class InternalApis {
-    private final CrmReport crmReport = new CrmReport();
-    public CrmReport getCrmReport() { return crmReport; }
-
-    public static class CrmReport {
-      private String baseUrl = "http://127.0.0.1:9999";
-      private String path = "/api/crm/daily-report";
-      private int timeoutMs = 30000;
-
-      public String getBaseUrl() { return baseUrl; }
-      public void setBaseUrl(String baseUrl) { this.baseUrl = baseUrl; }
-      public String getPath() { return path; }
-      public void setPath(String path) { this.path = path; }
-      public int getTimeoutMs() { return timeoutMs; }
-      public void setTimeoutMs(int timeoutMs) { this.timeoutMs = timeoutMs; }
-    }
-  }
-
   public static class MiniProgram {
     private final Datasource datasource = new Datasource();
     public Datasource getDatasource() { return datasource; }

src/main/java/com/company/agentfoundation/crm/report/CustomerDailyReportController.java

@@ -0,0 +1,23 @@
+package com.company.agentfoundation.crm.report;
+
+import org.springframework.web.bind.annotation.PostMapping;
+import org.springframework.web.bind.annotation.RequestBody;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+import java.util.Map;
+
+@RestController
+@RequestMapping("/api/crm")
+public class CustomerDailyReportController {
+  private final CustomerDailyReportService reportService;
+
+  public CustomerDailyReportController(CustomerDailyReportService reportService) {
+    this.reportService = reportService;
+  }
+
+  @PostMapping("/daily-report")
+  public Map<String, Object> dailyReport(@RequestBody CustomerDailyReportRequest request) {
+    return reportService.generate(request);
+  }
+}

src/main/java/com/company/agentfoundation/crm/report/CustomerDailyReportRequest.java

@@ -0,0 +1,5 @@
+package com.company.agentfoundation.crm.report;
+
+import java.time.LocalDate;
+
+public record CustomerDailyReportRequest(LocalDate startDate, LocalDate endDate, String wecomUserId) {}

src/main/java/com/company/agentfoundation/crm/report/CustomerDailyReportService.java

@@ -0,0 +1,374 @@
+package com.company.agentfoundation.crm.report;
+
+import com.fasterxml.jackson.databind.JsonNode;
+import com.fasterxml.jackson.databind.ObjectMapper;
+import org.springframework.dao.EmptyResultDataAccessException;
+import org.springframework.http.HttpStatus;
+import org.springframework.jdbc.core.namedparam.MapSqlParameterSource;
+import org.springframework.jdbc.core.namedparam.NamedParameterJdbcTemplate;
+import org.springframework.stereotype.Service;
+import org.springframework.web.server.ResponseStatusException;
+
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.time.LocalDate;
+import java.time.LocalDateTime;
+import java.time.ZoneId;
+import java.time.format.DateTimeFormatter;
+import java.util.ArrayList;
+import java.util.LinkedHashMap;
+import java.util.LinkedHashSet;
+import java.util.List;
+import java.util.Locale;
+import java.util.Map;
+import java.util.Set;
+
+@Service
+public class CustomerDailyReportService {
+  private static final ZoneId BUSINESS_ZONE = ZoneId.of("Asia/Shanghai");
+  private static final DateTimeFormatter SQL_TIME = DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss");
+  private static final String CUSTOMER = "xuebang_db.xuebang_api_customer_findcustomerlist";
+  private static final String FOLLOWUP = "xuebang_db.xuebang_api_customer_customerfollowup_findbyinstitution";
+  private static final String APPOINTMENT = "xuebang_db.xuebang_api_customer_appiontmentmanage_findbyinstitution";
+  private static final String CONTRACT = "xuebang_db.xuebang_api_contract_findbyinstitution";
+  private static final String USER = "xuebang_db.xuebang_api_user_listbyinstitution";
+  private static final String USER_COMPOSITE = "xuebang_db.xuebang_api_user_composite_search";
+  private static final int WARNING_HOURS = 24;
+  private static final int CRITICAL_HOURS = 72;
+  private static final double LOW_CONVERSION = 0.35D;
+  private static final double COMPLETENESS_TARGET = 0.98D;
+
+  private final NamedParameterJdbcTemplate jdbc;
+  private final ObjectMapper objectMapper;
+
+  public CustomerDailyReportService(NamedParameterJdbcTemplate jdbc, ObjectMapper objectMapper) {
+    this.jdbc = jdbc;
+    this.objectMapper = objectMapper;
+  }
+
+  public Map<String, Object> generate(CustomerDailyReportRequest request) {
+    if (request == null || clean(request.wecomUserId()).isEmpty()) {
+      throw new IllegalArgumentException("wecomUserId is required");
+    }
+    LocalDate today = LocalDate.now(BUSINESS_ZONE);
+    LocalDate startDate = request.startDate() == null ? today : request.startDate();
+    LocalDate endDate = request.endDate() == null ? startDate : request.endDate();
+    if (endDate.isBefore(startDate) || startDate.plusYears(1).isBefore(endDate)) {
+      throw new IllegalArgumentException("invalid report date range");
+    }
+
+    Caller caller = resolveCaller(request.wecomUserId());
+    if (!caller.resolved()) {
+      throw new ResponseStatusException(HttpStatus.FORBIDDEN, "无权限查看：企业微信账号未完成人员映射");
+    }
+    Scope scope = deriveScope(caller);
+    MapSqlParameterSource params = parameters(scope, startDate.atStartOfDay(), endDate.plusDays(1).atStartOfDay());
+
+    Map<String, Object> counts = jdbc.queryForMap(funnelSql(), params);
+    long added = number(counts, "new_count");
+    long assigned = number(counts, "assigned_count");
+    long firstCall = number(counts, "first_call_count");
+    long appointment = number(counts, "appointment_count");
+    long visit = number(counts, "visit_count");
+    long deal = number(counts, "deal_count");
+    long converted = number(counts, "converted_count");
+    long invalid = number(counts, "invalid_count");
+
+    List<Map<String, Object>> funnel = new ArrayList<>();
+    stage(funnel, "NEW", "新增客资", added, null);
+    stage(funnel, "ASSIGNED", "分配", assigned, added);
+    stage(funnel, "FIRST_CALL", "首电", firstCall, assigned);
+    stage(funnel, "APPOINTMENT", "邀约", appointment, firstCall);
+    stage(funnel, "VISIT", "到店", visit, appointment);
+    stage(funnel, "DEAL", "成交", deal, visit);
+
+    List<Map<String, Object>> alerts = loadAlerts(params);
+    long noFollowup = alerts.stream().mapToLong(row -> ((Number) row.get("customerCount")).longValue()).sum();
+    long over3Days = alerts.stream().mapToLong(row -> ((Number) row.get("over3DaysCount")).longValue()).sum();
+    Map<String, Object> completeness = jdbc.queryForMap(completenessSql(), params);
+    long total = number(completeness, "total_count");
+    long missingName = number(completeness, "missing_name");
+    long missingContact = number(completeness, "missing_contact");
+    long missingSource = number(completeness, "missing_source");
+    long missingCampus = number(completeness, "missing_campus");
+    long missingIntention = number(completeness, "missing_intention");
+    double completenessRate = total == 0 ? 1D : round(
+        (total * 5D - missingName - missingContact - missingSource - missingCampus - missingIntention) / (total * 5D));
+
+    Map<String, Object> result = new LinkedHashMap<>();
+    result.put("reportWindow", Map.of("startDate", startDate, "endDate", endDate, "zoneId", BUSINESS_ZONE.getId()));
+    result.put("scope", scopeMap(scope));
+    result.put("caller", callerMap(caller));
+    result.put("coreMetrics", Map.of(
+        "added", added, "assigned", assigned, "followed", firstCall, "firstCall", firstCall,
+        "converted", converted, "invalid", invalid));
+    result.put("funnel", funnel);
+    result.put("exceptionMonitor", Map.of(
+        "noFollowupCount", noFollowup, "over24HoursCount", noFollowup,
+        "over3DaysCount", over3Days, "alerts", alerts));
+    result.put("specificationCheck", Map.of(
+        "completenessRate", completenessRate, "targetRate", COMPLETENESS_TARGET,
+        "passed", completenessRate >= COMPLETENESS_TARGET,
+        "missingFields", Map.of("customerName", missingName, "contact", missingContact,
+            "source", missingSource, "campus", missingCampus, "intention", missingIntention)));
+    return result;
+  }
+
+  private Caller resolveCaller(String wecomUserId) {
+    String safeUserId = clean(wecomUserId);
+    try {
+      return jdbc.queryForObject("""
+          SELECT COALESCE(NULLIF(u.user_id, ''), c.boss_user_id, '') user_id,
+                 COALESCE(NULLIF(u.name, ''), c.name, '') name,
+                 COALESCE(u.organization_id, '') organization_id,
+                 COALESCE(u.organization_name, '') organization_name,
+                 COALESCE(u.role_names, '') role_names,
+                 COALESCE(u.user_manage_organizations, '') manage_organizations
+          FROM %s c LEFT JOIN %s u ON u.user_id = c.boss_user_id
+          WHERE c.wxqy_user_id = :wecomUserId LIMIT 1
+          """.formatted(USER_COMPOSITE, USER), Map.of("wecomUserId", safeUserId),
+          (rs, row) -> caller(safeUserId, rs.getString("user_id"), rs.getString("name"),
+              rs.getString("organization_id"), rs.getString("organization_name"),
+              rs.getString("role_names"), rs.getString("manage_organizations"), "WECOM_USER_ID", ""));
+    } catch (EmptyResultDataAccessException ignored) {
+      return resolveLegacy(safeUserId);
+    }
+  }
+
+  private Caller resolveLegacy(String wecomUserId) {
+    Map<String, Object> legacy;
+    try {
+      legacy = jdbc.queryForMap("""
+          SELECT employee_name, COALESCE(xuebang_account, '') xuebang_account,
+                 COALESCE(data_scope_type, '') data_scope_type
+          FROM employee_directory WHERE wecom_user_id = :wecomUserId LIMIT 1
+          """, Map.of("wecomUserId", wecomUserId));
+    } catch (EmptyResultDataAccessException ignored) {
+      return Caller.unresolved(wecomUserId);
+    }
+    String account = text(legacy, "xuebang_account");
+    if (!account.isEmpty()) {
+      try {
+        Map<String, Object> row = jdbc.queryForMap("SELECT * FROM " + USER + " WHERE account=:account LIMIT 1",
+            Map.of("account", account));
+        return callerFromRow(wecomUserId, row, "LEGACY_ACCOUNT", text(legacy, "data_scope_type"));
+      } catch (EmptyResultDataAccessException ignored) {
+        // Continue with the unique-name fallback.
+      }
+    }
+    String normalized = normalizeName(text(legacy, "employee_name"));
+    List<Map<String, Object>> matches = jdbc.queryForList("""
+        SELECT user_id,name,organization_id,organization_name,role_names,user_manage_organizations
+        FROM %s WHERE COALESCE(has_dimission, '0')='0'
+        """.formatted(USER), Map.of()).stream()
+        .filter(row -> normalized.equals(normalizeName(text(row, "name"))))
+        .toList();
+    return matches.size() == 1
+        ? callerFromRow(wecomUserId, matches.get(0), "NORMALIZED_UNIQUE_NAME", text(legacy, "data_scope_type"))
+        : Caller.unresolved(wecomUserId);
+  }
+
+  private Caller callerFromRow(String wecomUserId, Map<String, Object> row, String method, String legacyScope) {
+    return caller(wecomUserId, text(row, "user_id"), text(row, "name"), text(row, "organization_id"),
+        text(row, "organization_name"), text(row, "role_names"), text(row, "user_manage_organizations"),
+        method, legacyScope);
+  }
+
+  private Caller caller(String wecomUserId, String userId, String name, String organizationId,
+                        String organizationName, String roles, String managed, String method, String legacyScope) {
+    return new Caller(wecomUserId, !clean(userId).isEmpty(), clean(userId), clean(name), clean(organizationId),
+        clean(organizationName), clean(roles), clean(managed), method, clean(legacyScope));
+  }
+
+  private Scope deriveScope(Caller caller) {
+    if (caller.roles().contains("集团管理员") || "ALL_ORGANIZATION".equalsIgnoreCase(caller.legacyScope())) {
+      return new Scope("ALL_ORGANIZATION", true, false, List.of(), List.of(), caller.userId(), caller.name());
+    }
+    Organizations managed = parseOrganizations(caller.managedOrganizations());
+    boolean organizationRole = caller.roles().contains("城市总") || caller.roles().contains("馆长")
+        || caller.roles().contains("教学主管") || "MULTI_VENUE".equalsIgnoreCase(caller.legacyScope())
+        || "VENUE".equalsIgnoreCase(caller.legacyScope());
+    if (organizationRole || !managed.ids().isEmpty() || !managed.names().isEmpty()) {
+      Set<String> ids = new LinkedHashSet<>(managed.ids());
+      Set<String> names = new LinkedHashSet<>(managed.names());
+      if (!caller.organizationId().isEmpty()) ids.add(caller.organizationId());
+      if (!caller.organizationName().isEmpty()) names.add(caller.organizationName());
+      if (ids.isEmpty() && names.isEmpty()) throw forbidden();
+      return new Scope(ids.size() + names.size() > 2 ? "MULTI_ORGANIZATION" : "ORGANIZATION", false, false,
+          List.copyOf(ids), List.copyOf(names), caller.userId(), caller.name());
+    }
+    if (caller.organizationId().isEmpty() && caller.organizationName().isEmpty()) throw forbidden();
+    return new Scope("SELF_OR_ASSIGNED", false, true, List.of(), List.of(), caller.userId(), caller.name());
+  }
+
+  private ResponseStatusException forbidden() {
+    return new ResponseStatusException(HttpStatus.FORBIDDEN, "无权限查看：账号不在可查询的组织范围内");
+  }
+
+  private Organizations parseOrganizations(String raw) {
+    if (raw == null || raw.isBlank()) return new Organizations(List.of(), List.of());
+    try {
+      JsonNode root = objectMapper.readTree(raw);
+      Set<String> ids = new LinkedHashSet<>();
+      Set<String> names = new LinkedHashSet<>();
+      if (root.isArray()) root.forEach(node -> addOrganization(node, ids, names));
+      else addOrganization(root, ids, names);
+      return new Organizations(List.copyOf(ids), List.copyOf(names));
+    } catch (Exception ignored) {
+      return new Organizations(List.of(), List.of());
+    }
+  }
+
+  private void addOrganization(JsonNode node, Set<String> ids, Set<String> names) {
+    if (node == null || !node.isObject()) return;
+    addFirst(node, ids, "organizationId", "organization_id", "id");
+    addFirst(node, names, "organizationName", "organization_name", "name");
+  }
+
+  private void addFirst(JsonNode node, Set<String> target, String... fields) {
+    for (String field : fields) {
+      JsonNode value = node.get(field);
+      if (value != null && !value.asText().isBlank()) {
+        target.add(value.asText().trim());
+        return;
+      }
+    }
+  }
+
+  private List<Map<String, Object>> loadAlerts(MapSqlParameterSource params) {
+    return jdbc.query(alertSql(), params, (rs, row) -> {
+      long count = rs.getLong("customer_count");
+      long critical = rs.getLong("critical_count");
+      String advisorName = rs.getString("advisor_name");
+      Map<String, Object> alert = new LinkedHashMap<>();
+      alert.put("advisorId", rs.getString("advisor_id"));
+      alert.put("advisorName", advisorName);
+      alert.put("customerCount", count);
+      alert.put("over3DaysCount", critical);
+      alert.put("maxStaleHours", rs.getLong("max_stale_hours"));
+      alert.put("level", critical > 0 ? "CRITICAL" : "WARNING");
+      alert.put("message", "警告：顾问%s 名下 %d 个客资超过24小时未跟进，其中 %d 个已超过3天"
+          .formatted(advisorName, count, critical));
+      return alert;
+    });
+  }
+
+  private MapSqlParameterSource parameters(Scope scope, LocalDateTime start, LocalDateTime end) {
+    return new MapSqlParameterSource()
+        .addValue("startTime", SQL_TIME.format(start)).addValue("endTime", SQL_TIME.format(end))
+        .addValue("scopeAll", scope.all() ? 1 : 0).addValue("scopeAdvisor", scope.advisorOnly() ? 1 : 0)
+        .addValue("organizationIds", scope.organizationIds().isEmpty() ? List.of("__NONE__") : scope.organizationIds())
+        .addValue("organizationNames", scope.organizationNames().isEmpty() ? List.of("__NONE__") : scope.organizationNames())
+        .addValue("callerUserId", scope.advisorId()).addValue("callerUserName", scope.advisorName())
+        .addValue("warningHours", WARNING_HOURS).addValue("criticalHours", CRITICAL_HOURS).addValue("maxAlerts", 100);
+  }
+
+  private String scopeSql() {
+    return """
+        (:scopeAll=1 OR (:scopeAdvisor=1 AND (c.deliver_user_id=:callerUserId OR c.deliver_user_name=:callerUserName
+          OR c.deliver_user_ids REGEXP CONCAT('(^|[^0-9A-Za-z])',:callerUserId,'([^0-9A-Za-z]|$)')
+          OR c.deliver_user_names LIKE CONCAT('%%',:callerUserName,'%%')))
+          OR (:scopeAdvisor=0 AND (c.bl_school_id IN (:organizationIds) OR c.bl_school_name IN (:organizationNames))))
+        """;
+  }
+
+  private String funnelSql() {
+    return """
+        WITH base AS (SELECT COALESCE(NULLIF(c.customer_id,''),c.data_key) customer_key,c.status,c.deal_status,c.deliver_time
+          FROM %s c WHERE c.create_time>=:startTime AND c.create_time<:endTime AND %s),
+        followed AS (SELECT DISTINCT customer_id FROM %s WHERE create_time<:endTime AND customer_id IS NOT NULL AND customer_id<>''),
+        appointed AS (SELECT DISTINCT customer_id FROM %s WHERE record_time<:endTime AND customer_id IS NOT NULL AND customer_id<>''),
+        visited AS (SELECT DISTINCT customer_id FROM %s WHERE appointment_confirm_time<:endTime
+          AND appointment_confirm IN ('PARENT_COME','STUDENT_COME','PARENT_STUDENT_COME') AND customer_id IS NOT NULL AND customer_id<>''),
+        contracted AS (SELECT DISTINCT customer_id FROM %s WHERE create_time<:endTime AND customer_id IS NOT NULL AND customer_id<>''
+          AND COALESCE(contract_refund_status,'NORMAL') NOT IN ('REFUNDED','TRANSFER_LESSON'))
+        SELECT COUNT(DISTINCT b.customer_key) new_count,
+          COUNT(DISTINCT CASE WHEN b.deliver_time IS NOT NULL AND b.deliver_time<>'' THEN b.customer_key END) assigned_count,
+          COUNT(DISTINCT CASE WHEN b.deliver_time IS NOT NULL AND b.deliver_time<>'' AND f.customer_id IS NOT NULL THEN b.customer_key END) first_call_count,
+          COUNT(DISTINCT CASE WHEN f.customer_id IS NOT NULL AND a.customer_id IS NOT NULL THEN b.customer_key END) appointment_count,
+          COUNT(DISTINCT CASE WHEN a.customer_id IS NOT NULL AND v.customer_id IS NOT NULL THEN b.customer_key END) visit_count,
+          COUNT(DISTINCT CASE WHEN v.customer_id IS NOT NULL AND (b.deal_status='SIGNEUP' OR ct.customer_id IS NOT NULL) THEN b.customer_key END) deal_count,
+          COUNT(DISTINCT CASE WHEN b.deal_status='SIGNEUP' OR ct.customer_id IS NOT NULL THEN b.customer_key END) converted_count,
+          COUNT(DISTINCT CASE WHEN b.status='0' THEN b.customer_key END) invalid_count
+        FROM base b LEFT JOIN followed f ON f.customer_id=b.customer_key LEFT JOIN appointed a ON a.customer_id=b.customer_key
+          LEFT JOIN visited v ON v.customer_id=b.customer_key LEFT JOIN contracted ct ON ct.customer_id=b.customer_key
+        """.formatted(CUSTOMER, scopeSql(), FOLLOWUP, APPOINTMENT, APPOINTMENT, CONTRACT);
+  }
+
+  private String alertSql() {
+    return """
+        SELECT COALESCE(NULLIF(c.deliver_user_id,''),'UNASSIGNED') advisor_id,
+          COALESCE(NULLIF(c.deliver_user_name,''),NULLIF(c.deliver_user_names,''),'未指定顾问') advisor_name,
+          COUNT(DISTINCT COALESCE(NULLIF(c.customer_id,''),c.data_key)) customer_count,
+          SUM(CASE WHEN TIMESTAMPDIFF(HOUR,STR_TO_DATE(COALESCE(NULLIF(c.deliver_time,''),c.create_time),'%%Y-%%m-%%d %%H:%%i:%%s'),
+              STR_TO_DATE(:endTime,'%%Y-%%m-%%d %%H:%%i:%%s'))>=:criticalHours THEN 1 ELSE 0 END) critical_count,
+          MAX(TIMESTAMPDIFF(HOUR,STR_TO_DATE(COALESCE(NULLIF(c.deliver_time,''),c.create_time),'%%Y-%%m-%%d %%H:%%i:%%s'),
+              STR_TO_DATE(:endTime,'%%Y-%%m-%%d %%H:%%i:%%s'))) max_stale_hours
+        FROM %s c LEFT JOIN %s f ON f.customer_id=c.customer_id AND f.create_time<:endTime
+        WHERE c.create_time<:endTime AND c.status='1' AND c.deliver_time IS NOT NULL AND c.deliver_time<>'' AND f.customer_id IS NULL
+          AND TIMESTAMPDIFF(HOUR,STR_TO_DATE(COALESCE(NULLIF(c.deliver_time,''),c.create_time),'%%Y-%%m-%%d %%H:%%i:%%s'),
+              STR_TO_DATE(:endTime,'%%Y-%%m-%%d %%H:%%i:%%s'))>=:warningHours AND %s
+        GROUP BY advisor_id,advisor_name ORDER BY critical_count DESC,customer_count DESC,max_stale_hours DESC LIMIT :maxAlerts
+        """.formatted(CUSTOMER, FOLLOWUP, scopeSql());
+  }
+
+  private String completenessSql() {
+    return """
+        SELECT COUNT(*) total_count,
+          SUM(CASE WHEN customer_name IS NULL OR TRIM(customer_name)='' THEN 1 ELSE 0 END) missing_name,
+          SUM(CASE WHEN contact IS NULL OR TRIM(contact)='' THEN 1 ELSE 0 END) missing_contact,
+          SUM(CASE WHEN (cus_org_name IS NULL OR TRIM(cus_org_name)='') AND (cus_type_name IS NULL OR TRIM(cus_type_name)='') THEN 1 ELSE 0 END) missing_source,
+          SUM(CASE WHEN bl_school_name IS NULL OR TRIM(bl_school_name)='' THEN 1 ELSE 0 END) missing_campus,
+          SUM(CASE WHEN intention_name IS NULL OR TRIM(intention_name)='' THEN 1 ELSE 0 END) missing_intention
+        FROM %s c WHERE c.create_time>=:startTime AND c.create_time<:endTime AND %s
+        """.formatted(CUSTOMER, scopeSql());
+  }
+
+  private void stage(List<Map<String, Object>> stages, String key, String label, long count, Long previous) {
+    Double rate = previous == null ? null : previous == 0 ? 0D : round((double) count / previous);
+    Map<String, Object> stage = new LinkedHashMap<>();
+    stage.put("key", key); stage.put("label", label); stage.put("count", count);
+    stage.put("conversionRate", rate); stage.put("lowConversion", rate != null && previous > 0 && rate < LOW_CONVERSION);
+    stages.add(stage);
+  }
+
+  private Map<String, Object> scopeMap(Scope scope) {
+    Map<String, Object> map = new LinkedHashMap<>();
+    map.put("type", scope.type()); map.put("organizationIds", scope.organizationIds());
+    map.put("organizationNames", scope.organizationNames()); map.put("advisorId", scope.advisorId());
+    map.put("advisorName", scope.advisorName()); return map;
+  }
+
+  private Map<String, Object> callerMap(Caller caller) {
+    Map<String, Object> map = new LinkedHashMap<>();
+    map.put("wecomUserId", caller.wecomUserId()); map.put("mappingResolved", caller.resolved());
+    map.put("xuebangUserId", caller.userId()); map.put("xuebangUserName", caller.name());
+    map.put("xuebangOrganizationId", caller.organizationId()); map.put("xuebangOrganizationName", caller.organizationName());
+    map.put("xuebangRoleNames", caller.roles()); map.put("matchMethod", caller.matchMethod()); return map;
+  }
+
+  private static long number(Map<String, Object> row, String key) {
+    Object value = row.get(key); return value instanceof Number number ? number.longValue() : 0L;
+  }
+  private static String text(Map<String, Object> row, String key) {
+    Object value = row.get(key); return value == null ? "" : value.toString().trim();
+  }
+  private static String clean(String value) { return value == null ? "" : value.trim(); }
+  private static String normalizeName(String value) {
+    return clean(value).replaceFirst("(?i)^(SH|BJ|HF|GZ|CD|XZ)[\\s-]*", "")
+        .replace("跃动体育", "").replace("跃动运动馆", "")
+        .replaceAll("[\\s_，·.（）()\\-]", "").toLowerCase(Locale.ROOT);
+  }
+  private static double round(double value) {
+    return BigDecimal.valueOf(value).setScale(4, RoundingMode.HALF_UP).doubleValue();
+  }
+
+  private record Caller(String wecomUserId, boolean resolved, String userId, String name, String organizationId,
+                        String organizationName, String roles, String managedOrganizations, String matchMethod,
+                        String legacyScope) {
+    static Caller unresolved(String userId) { return new Caller(userId, false, "", "", "", "", "", "", "UNMATCHED", ""); }
+  }
+  private record Scope(String type, boolean all, boolean advisorOnly, List<String> organizationIds,
+                       List<String> organizationNames, String advisorId, String advisorName) {}
+  private record Organizations(List<String> ids, List<String> names) {}
+}

src/main/java/com/company/agentfoundation/semantic/client/CrmReportClient.java

@@ -1,47 +0,0 @@
-package com.company.agentfoundation.semantic.client;
-
-import com.company.agentfoundation.config.FoundationProperties;
-import com.fasterxml.jackson.databind.JsonNode;
-import org.springframework.http.HttpHeaders;
-import org.springframework.http.MediaType;
-import org.springframework.stereotype.Component;
-import org.springframework.web.reactive.function.client.WebClient;
-import org.springframework.web.reactive.function.client.WebClientResponseException;
-
-import java.time.Duration;
-import java.time.LocalDate;
-
-@Component
-public class CrmReportClient {
-  private final FoundationProperties.InternalApis.CrmReport properties;
-  private final WebClient webClient;
-
-  public CrmReportClient(FoundationProperties foundationProperties, WebClient.Builder builder) {
-    this.properties = foundationProperties.getInternalApis().getCrmReport();
-    this.webClient = builder.baseUrl(trimTrailingSlash(properties.getBaseUrl())).build();
-  }
-
-  public JsonNode dailyReport(LocalDate startDate, LocalDate endDate, String wecomUserId) {
-    return webClient.post()
-        .uri(properties.getPath())
-        .header(HttpHeaders.ACCEPT, MediaType.APPLICATION_JSON_VALUE)
-        .contentType(MediaType.APPLICATION_JSON)
-        .bodyValue(new DailyReportRequest(startDate, endDate, wecomUserId))
-        .retrieve()
-        .bodyToMono(JsonNode.class)
-        .block(Duration.ofMillis(Math.max(1000, properties.getTimeoutMs())));
-  }
-
-  public boolean isForbidden(Throwable throwable) {
-    return throwable instanceof WebClientResponseException.Forbidden;
-  }
-
-  private String trimTrailingSlash(String value) {
-    if (value == null || value.isBlank()) {
-      return "http://127.0.0.1:9999";
-    }
-    return value.endsWith("/") ? value.substring(0, value.length() - 1) : value;
-  }
-
-  private record DailyReportRequest(LocalDate startDate, LocalDate endDate, String wecomUserId) {}
-}

src/main/java/com/company/agentfoundation/semantic/handler/CustomerDailyReportIntentHandler.java

@@ -1,11 +1,13 @@
 package com.company.agentfoundation.semantic.handler;
 
+import com.company.agentfoundation.crm.report.CustomerDailyReportRequest;
+import com.company.agentfoundation.crm.report.CustomerDailyReportService;
 import com.company.agentfoundation.semantic.SemanticDateRangeResolver;
 import com.company.agentfoundation.semantic.SemanticIntentHandler;
 import com.company.agentfoundation.semantic.SemanticRecognition;
 import com.company.agentfoundation.semantic.SemanticRequestContext;
-import com.company.agentfoundation.semantic.client.CrmReportClient;
 import com.fasterxml.jackson.databind.JsonNode;
+import com.fasterxml.jackson.databind.ObjectMapper;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
 import org.springframework.stereotype.Component;
@@ -19,14 +21,17 @@ public class CustomerDailyReportIntentHandler implements SemanticIntentHandler {
   private static final Logger log = LoggerFactory.getLogger(CustomerDailyReportIntentHandler.class);
 
   private final SemanticDateRangeResolver dateRangeResolver;
-  private final CrmReportClient reportClient;
+  private final CustomerDailyReportService reportService;
+  private final ObjectMapper objectMapper;
 
   public CustomerDailyReportIntentHandler(
       SemanticDateRangeResolver dateRangeResolver,
-      CrmReportClient reportClient
+      CustomerDailyReportService reportService,
+      ObjectMapper objectMapper
   ) {
     this.dateRangeResolver = dateRangeResolver;
-    this.reportClient = reportClient;
+    this.reportService = reportService;
+    this.objectMapper = objectMapper;
   }
 
   @Override
@@ -49,13 +54,15 @@ public class CustomerDailyReportIntentHandler implements SemanticIntentHandler {
     SemanticDateRangeResolver.DateRange range = dateRangeResolver.resolve(
         context.userText(), recognition.parameters(), context.requestTime().toLocalDate());
     try {
-      JsonNode report = reportClient.dailyReport(range.startDate(), range.endDate(), context.wecomUserId());
+      JsonNode report = objectMapper.valueToTree(reportService.generate(
+          new CustomerDailyReportRequest(range.startDate(), range.endDate(), context.wecomUserId())));
       if (report == null || report.isNull()) {
         return "客资日报服务暂未返回数据，请稍后重试。";
       }
       return format(report, range);
     } catch (Exception e) {
-      if (reportClient.isForbidden(e)) {
+      if (e instanceof org.springframework.web.server.ResponseStatusException status
+          && status.getStatusCode().value() == 403) {
         return "无权限查看：你的企业微信账号不在可查询的组织范围内。";
       }
       log.error("customer daily report intent failed wecomUserId={} range={}~{} err={}",

src/main/resources/application.yml

@@ -38,7 +38,7 @@ foundation:
   coze:
     base-url: https://api.coze.cn
     chat-path: /v1/workflows/chat
-    api-key: ${COZE_API_KEY:cztei_qKcNWz5IvhFXAkcxTNFOE7Tnaaua8GJ7VyOREi99l9nGvR7uGjbpqkf3ZmCrYu94T}
+    api-key: ${COZE_API_KEY:cztei_q6SLPbgARC2LugTaJNRUEsm8LhH4aFpWEy1C2vEyMIEiuSfpUnRS2cVSFAqjmkUtE}
     default-workflow: wecom-default
     workflows:
       wecom-default:
@@ -67,12 +67,6 @@ foundation:
   semantic:
     agent-id: crm-assistant
     minimum-confidence: 0.60
-  internal-apis:
-    crm-report:
-      base-url: ${CRM_REPORT_BASE_URL:http://127.0.0.1:9999}
-      path: /api/crm/daily-report
-      timeout-ms: 30000
-
 #  wecom:
 #    enabled: true
 #    corp-id: ww11a329ca8ee0c40e