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Kane Wang 2023-03-10 17:32:13 +08:00
parent 405e3984b6
commit b5010930f2
5 changed files with 921 additions and 1 deletions
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README.md
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# 坐席主机配置
需要安装插件，插件目录 AppData\Local\Programs\Lively Wallpaper\Plugins。
datacenter.dc_yzh_cfqd2023表
车非渗透率 车非融合保费 / 车险个人客户保费， 为月初至当日的总量。

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CREATE OR REPLACE PACKAGE telsale_archievement_pkg IS
-- Author : WANGWEI-202
-- Created : 2023/3/10 15:13:34
-- Purpose : 桌面霸屏项目基础数据生成包
PROCEDURE 车非基础数据(a_gen_date IN DATE);
END telsale_archievement_pkg;
/
CREATE OR REPLACE PACKAGE BODY telsale_archievement_pkg IS
PROCEDURE 车非基础数据(a_gen_date IN DATE) IS
CURSOR cur_chefei IS
WITH aa AS
(SELECT to_char(t.signature_date,
'yyyy-mm-dd') 签单日期,
(to_char(T.signature_date,
'mm')) || '月' mm,
t.policy_no bdh,
t.endorsement_no pdh,
qt.t_cre tid,
QT.B_CRE BTID, -----添加字段
e.inception_date qbsj,
e.planned_end_date zzsj,
pt.premium_amount - nvl(pt.tax_amount,
0) bf
--,qt.qdbf - nvl(qt.qdbf_tax_amount,0) bf
,
nt.ecompensation_rate * (pt.premium_amount - nvl(pt.tax_amount,
0)) fxbf,
z.department_name bm,
CASE
WHEN (et.telpartnercode LIKE '%HC%' OR
zx.workerno IN (SELECT code
FROM datacenter.dc_lsj_zx_hc)) THEN
'海沧丰骏'
ELSE
''
END 是否丰骏,
nvl(zx.workerno,
et.telpartnercode) 坐席工号,
(CASE
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name LIKE '%建发凯迪%' THEN
'林伟华'
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name NOT LIKE '%建发凯迪%' THEN
'其他'
ELSE
to_char(ys.坐席姓名)
END) 坐席名称,
YS.团队 坐席团队,
nvl(YS.团队,
y.section_office_name) 科室N,
nvl((CASE
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name LIKE '%建发凯迪%' THEN
'林伟华'
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name NOT LIKE '%建发凯迪%' THEN
'其他'
ELSE
to_char(ys.坐席姓名)
END),
xx.staff_name) 经办人N
FROM idst0.auto_agreement_request_t t
LEFT JOIN idst0.auto_agreement_t e
ON e.policy_no = t.policy_no
LEFT JOIN idst0.motorised_vehicle_t v
ON v.policy_no = e.policy_no
LEFT JOIN idst0.auto_premium_t pt
ON pt.policy_no = t.policy_no
AND pt.endorsement_no = t.endorsement_no
LEFT JOIN ywglxt.w_dxbd_i i
ON e.policy_no = i.bdh
LEFT JOIN idst0.rydm_t xx
ON xx.staff_code = nvl(i.zhjywy,
e.operator_code)
LEFT JOIN idst0.ks_t y
ON y.section_office_code = nvl(xx.section_office_code,
e.section_office_code)
LEFT JOIN idst0.bm_t z
ON z.department_code = nvl(xx.department_code,
e.department_code)
--left join datacenter.dc_cx_csteam ct on ct.jbrcode = xx.staff_code
LEFT JOIN idst0.auto_new_product_info_t nt
ON nt.policy_no = t.policy_no
AND nt.endorsement_no = t.endorsement_no
--left join ywglxt.q_auto_agreement_extend_t qe on qe.policy_no = e.policy_no
LEFT JOIN ywglxt.q_auto_agreement_t qt
ON qt.policy_no = e.policy_no
LEFT JOIN datacenter.dc_yangg_qdcode qd
ON qd.code = e.selling_channel_type
LEFT JOIN datacenter.dc_tb_jc_c_tag cl
ON cl.保单号 = e.policy_no
LEFT JOIN datacenter.dc_yangg_basecode_teams fg
ON fg.bm = z.department_name
AND fg.ks = y.section_office_name
--left join idst0.t_sell_policy_autobase_t zx on zx.policy_no=e.policy_no
--left join idst0.auto_agreement_extend_t et on et.policy_no = e.policy_no
LEFT JOIN idst0.auto_agreement_extend_t et
ON et.policy_no = e.policy_no
LEFT JOIN idst0.t_sell_policy_autobase_t zx
ON zx.policy_no = e.policy_no
LEFT JOIN datacenter.dc_YZH_ZXYS YS
ON YS.坐席工号 = nvl(zx.workerno,
et.telpartnercode)
--left join v_lsj_dimian dm on dm.vin=v.vin and e.selling_channel_type='25' and dm.MEMO like'%地面续保%'
--left join datacenter.dc_lsj_zx_team zt on zt.name=coalesce(zc.name,zc1.name,bc.name,dm.JBRMC)
WHERE t.signature_date >= to_date('2023-01-01 00:00:00',
'yyyy-mm-dd hh24:mi:ss')
AND t.signature_date < to_date(to_char(SYSDATE - 1,
'yyyy-mm-dd') || ' 23:59:59',
'yyyy-mm-dd hh24:mi:ss')
--and t.endorsement_no = '无'
AND e.policy_status = '1' --条件：保单有效
AND qt.tflag = '0' --条件：类型为个人
AND qt.usage_xm = '家庭自用车'
--条件：单程提车、摩托车、拖拉机
--and e.policy_no in ('AXIMC90Y1419B038594J','AXIMC90CTP19B039593R','AXIMC04CTP19B013473X')
AND e.planned_end_date - e.inception_date >= 360
--条件：保单周期
)
-----添加字段
,
dd2 AS
(SELECT 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N,
CASE
WHEN pdh = '无' THEN
tid
END tid,
to_number('1') 客户数,
COUNT(DISTINCT CASE
WHEN pdh = '无' THEN
bdh
END) 保单数,
SUM(bf) 保费
FROM (SELECT DISTINCT *
FROM aa) aa
GROUP BY bm,
CASE
WHEN pdh = '无' THEN
tid
END,
mm,
BTID,
坐席工号,
坐席名称,
坐席团队,
签单日期,
科室N,
经办人N
UNION
SELECT 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N,
CASE
WHEN btid = tid THEN
''
ELSE
btid
END btid,
to_number('0') 客户数,
to_number('0') 保单数,
to_number('0') 保费
FROM (SELECT DISTINCT *
FROM aa) aa),
DD AS
(SELECT *
FROM DD2
WHERE TID IS NOT NULL)
--select * from dd
,
bb AS
(SELECT DISTINCT q.policy_no bdh,
q.endorsement_no pdh,
qna.t_cre tid,
to_number(to_char(q.signature_date,
'yyyy')) || '年' nf,
(to_char(q.signature_date,
'mm')) || '月' mm_f,
to_char(q.signature_date,
'dd') || '日' dd,
q.signature_date sj,
round((pt.premium_amount - nvl(pt.taxamount,
0)) * c.rate / 100,
2) bf,
z.department_name bm
FROM idst0.nonauto_agreement_request_t q
LEFT JOIN idst0.nonauto_agreement_t e
ON e.policy_no = q.policy_no
LEFT JOIN idst0.nonauto_premium_t pt
ON pt.endorsement_no = q.endorsement_no
AND pt.policy_no = q.policy_no
LEFT JOIN idst0.reinsurance_t r
ON r.reinsurance_policy_no = e.policy_no
LEFT JOIN idst0.exrate_month_t c
ON pt.currency_code = c.bzh
AND to_char(q.signature_date,
'YYYY') = c.theyear
AND to_char(q.signature_date,
'fmmm') = c.themonth
LEFT JOIN idst0.rydm_t x
ON x.staff_code = e.operator_code
LEFT JOIN idst0.ks_t y
ON y.section_office_code = x.section_office_code
LEFT JOIN idst0.bm_t z
ON z.department_code = x.department_code
LEFT JOIN ywglxt.q_nonauto_agreement_t qna
ON qna.policy_no = q.policy_no
LEFT JOIN datacenter.dc_yangg_gkxzh gk
ON gk.product_code = e.product_code --分散型险种
--left join datacenter.dc_yangg_zbxzh zb on zb.product_code = e.product_code --政保险种
LEFT JOIN dd
ON dd.tid = qna.t_cre
WHERE qna.tflag = '0'
AND (CASE
WHEN q.endorsement_no != '无' AND
round((pt.premium_amount - nvl(pt.taxamount,
0)) * c.rate / 100,
2) != 0 THEN
'是'
END) IS NULL
--and q.endorsement_no = '无'
AND e.policy_status = '1'
AND gk.product_code IS NOT NULL
AND (e.product_code LIKE '2%' OR e.product_code LIKE '1106%' --意健 --责任
OR e.product_code LIKE '1107%' OR e.product_code LIKE '1108%' OR e.product_code LIKE '1307%' OR
e.product_code LIKE '1304A400%' --家财
)
--and e.product_code not in ('22KC9800')
AND q.signature_date >= to_date('2023-01-01 00:00:00',
'yyyy-mm-dd hh24:mi:ss')
AND q.signature_date < to_date(to_char(SYSDATE - 1,
'yyyy-mm-dd') || ' 23:59:59',
'yyyy-mm-dd hh24:mi:ss')
AND e.planned_end_date - e.inception_date >= 90
AND dd.tid IS NOT NULL
--车险个人客户)
)
--SELECT * FROM BB
,
cc AS
(SELECT mm_f,
tid 融合证件,
COUNT(DISTINCT bdh) 融合保数,
SUM(bf) 融合保费
FROM bb
GROUP BY tid,
mm_f),
ff AS
(SELECT dd.*,
cc.*
FROM dd
LEFT JOIN cc
ON cc.融合证件 = dd.tid
AND cc.mm_f = dd.mm) --OR cc.融合证件 = dd.btid
--select * from ff
SELECT 签单日期,
--mm,
bm 部门,
科室N,
经办人N,
坐席工号,
坐席名称,
坐席团队,
nvl(SUM(保费),
0) 车险个人客户保费,
nvl(SUM(融合保费),
0) 车非融合保费
FROM ff
WHERE ff.签单日期 = to_char(a_gen_date,
'yyyy-mm-dd')
AND bm IN ('续保业务部',
'湖里支公司')
GROUP BY 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N
ORDER BY 部门,
坐席名称;
BEGIN
FOR caller_record IN cur_chefei
LOOP
NULL;
END LOOP;
END;
BEGIN
NULL;
END telsale_archievement_pkg;
/

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CREATE OR REPLACE PACKAGE telsale_archievement_pkg IS
-- Author : WANGWEI-202
-- Created : 2023/3/10 15:13:34
-- Purpose :
PROCEDURE 车非基础数据(a_gen_date IN DATE);
END telsale_archievement_pkg;
/
CREATE OR REPLACE PACKAGE BODY telsale_archievement_pkg IS
PROCEDURE 车非基础数据(a_gen_date IN DATE) IS
BEGIN
NULL;
END;
BEGIN
NULL;
END telsale_archievement_pkg;
/

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WITH aa AS
(SELECT to_char(t.signature_date,
'yyyy-mm-dd') 签单日期,
(to_char(T.signature_date,
'mm')) || '月' mm,
t.policy_no bdh,
t.endorsement_no pdh,
qt.t_cre tid,
QT.B_CRE BTID, -----添加字段
e.inception_date qbsj,
e.planned_end_date zzsj,
pt.premium_amount - nvl(pt.tax_amount,
0) bf
--,qt.qdbf - nvl(qt.qdbf_tax_amount,0) bf
,
nt.ecompensation_rate * (pt.premium_amount - nvl(pt.tax_amount,
0)) fxbf,
z.department_name bm,
CASE
WHEN (et.telpartnercode LIKE '%HC%' OR
zx.workerno IN (SELECT code
FROM datacenter.dc_lsj_zx_hc)) THEN
'海沧丰骏'
ELSE
''
END 是否丰骏,
nvl(zx.workerno,
et.telpartnercode) 坐席工号,
(CASE
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name LIKE '%建发凯迪%' THEN
'林伟华'
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name NOT LIKE '%建发凯迪%' THEN
'其他'
ELSE
to_char(ys.坐席姓名)
END) 坐席名称,
YS.团队 坐席团队,
nvl(YS.团队,
y.section_office_name) 科室N,
nvl((CASE
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name LIKE '%建发凯迪%' THEN
'林伟华'
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name NOT LIKE '%建发凯迪%' THEN
'其他'
ELSE
to_char(ys.坐席姓名)
END),
xx.staff_name) 经办人N
FROM idst0.auto_agreement_request_t t
LEFT JOIN idst0.auto_agreement_t e
ON e.policy_no = t.policy_no
LEFT JOIN idst0.motorised_vehicle_t v
ON v.policy_no = e.policy_no
LEFT JOIN idst0.auto_premium_t pt
ON pt.policy_no = t.policy_no
AND pt.endorsement_no = t.endorsement_no
LEFT JOIN ywglxt.w_dxbd_i i
ON e.policy_no = i.bdh
LEFT JOIN idst0.rydm_t xx
ON xx.staff_code = nvl(i.zhjywy,
e.operator_code)
LEFT JOIN idst0.ks_t y
ON y.section_office_code = nvl(xx.section_office_code,
e.section_office_code)
LEFT JOIN idst0.bm_t z
ON z.department_code = nvl(xx.department_code,
e.department_code)
--left join datacenter.dc_cx_csteam ct on ct.jbrcode = xx.staff_code
LEFT JOIN idst0.auto_new_product_info_t nt
ON nt.policy_no = t.policy_no
AND nt.endorsement_no = t.endorsement_no
--left join ywglxt.q_auto_agreement_extend_t qe on qe.policy_no = e.policy_no
LEFT JOIN ywglxt.q_auto_agreement_t qt
ON qt.policy_no = e.policy_no
LEFT JOIN datacenter.dc_yangg_qdcode qd
ON qd.code = e.selling_channel_type
LEFT JOIN datacenter.dc_tb_jc_c_tag cl
ON cl.保单号 = e.policy_no
LEFT JOIN datacenter.dc_yangg_basecode_teams fg
ON fg.bm = z.department_name
AND fg.ks = y.section_office_name
--left join idst0.t_sell_policy_autobase_t zx on zx.policy_no=e.policy_no
--left join idst0.auto_agreement_extend_t et on et.policy_no = e.policy_no
LEFT JOIN idst0.auto_agreement_extend_t et
ON et.policy_no = e.policy_no
LEFT JOIN idst0.t_sell_policy_autobase_t zx
ON zx.policy_no = e.policy_no
LEFT JOIN datacenter.dc_YZH_ZXYS YS
ON YS.坐席工号 = nvl(zx.workerno,
et.telpartnercode)
--left join v_lsj_dimian dm on dm.vin=v.vin and e.selling_channel_type='25' and dm.MEMO like'%地面续保%'
--left join datacenter.dc_lsj_zx_team zt on zt.name=coalesce(zc.name,zc1.name,bc.name,dm.JBRMC)
WHERE t.signature_date >= to_date('2023-01-01 00:00:00',
'yyyy-mm-dd hh24:mi:ss')
AND t.signature_date < to_date(to_char(SYSDATE - 1,
'yyyy-mm-dd') || ' 23:59:59',
'yyyy-mm-dd hh24:mi:ss')
--and t.endorsement_no = '无'
AND e.policy_status = '1' --条件：保单有效
AND qt.tflag = '0' --条件：类型为个人
AND qt.usage_xm = '家庭自用车'
--条件：单程提车、摩托车、拖拉机
--and e.policy_no in ('AXIMC90Y1419B038594J','AXIMC90CTP19B039593R','AXIMC04CTP19B013473X')
AND e.planned_end_date - e.inception_date >= 360
--条件：保单周期
)
-----添加字段
,
dd2 AS
(SELECT 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N,
CASE
WHEN pdh = '无' THEN
tid
END tid,
to_number('1') 客户数,
COUNT(DISTINCT CASE
WHEN pdh = '无' THEN
bdh
END) 保单数,
SUM(bf) 保费
FROM (SELECT DISTINCT *
FROM aa) aa
GROUP BY bm,
CASE
WHEN pdh = '无' THEN
tid
END,
mm,
BTID,
坐席工号,
坐席名称,
坐席团队,
签单日期,
科室N,
经办人N
UNION
SELECT 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N,
CASE
WHEN btid = tid THEN
''
ELSE
btid
END btid,
to_number('0') 客户数,
to_number('0') 保单数,
to_number('0') 保费
FROM (SELECT DISTINCT *
FROM aa) aa),
DD AS
(SELECT *
FROM DD2
WHERE TID IS NOT NULL)
--select * from dd
,
bb AS
(SELECT DISTINCT q.policy_no bdh,
q.endorsement_no pdh,
qna.t_cre tid,
to_number(to_char(q.signature_date,
'yyyy')) || '年' nf,
(to_char(q.signature_date,
'mm')) || '月' mm_f,
to_char(q.signature_date,
'dd') || '日' dd,
q.signature_date sj,
round((pt.premium_amount - nvl(pt.taxamount,
0)) * c.rate / 100,
2) bf,
z.department_name bm
FROM idst0.nonauto_agreement_request_t q
LEFT JOIN idst0.nonauto_agreement_t e
ON e.policy_no = q.policy_no
LEFT JOIN idst0.nonauto_premium_t pt
ON pt.endorsement_no = q.endorsement_no
AND pt.policy_no = q.policy_no
LEFT JOIN idst0.reinsurance_t r
ON r.reinsurance_policy_no = e.policy_no
LEFT JOIN idst0.exrate_month_t c
ON pt.currency_code = c.bzh
AND to_char(q.signature_date,
'YYYY') = c.theyear
AND to_char(q.signature_date,
'fmmm') = c.themonth
LEFT JOIN idst0.rydm_t x
ON x.staff_code = e.operator_code
LEFT JOIN idst0.ks_t y
ON y.section_office_code = x.section_office_code
LEFT JOIN idst0.bm_t z
ON z.department_code = x.department_code
LEFT JOIN ywglxt.q_nonauto_agreement_t qna
ON qna.policy_no = q.policy_no
LEFT JOIN datacenter.dc_yangg_gkxzh gk
ON gk.product_code = e.product_code --分散型险种
--left join datacenter.dc_yangg_zbxzh zb on zb.product_code = e.product_code --政保险种
LEFT JOIN dd
ON dd.tid = qna.t_cre
WHERE qna.tflag = '0'
AND (CASE
WHEN q.endorsement_no != '无' AND
round((pt.premium_amount - nvl(pt.taxamount,
0)) * c.rate / 100,
2) != 0 THEN
'是'
END) IS NULL
--and q.endorsement_no = '无'
AND e.policy_status = '1'
AND gk.product_code IS NOT NULL
AND (e.product_code LIKE '2%' OR e.product_code LIKE '1106%' --意健 --责任
OR e.product_code LIKE '1107%' OR e.product_code LIKE '1108%' OR e.product_code LIKE '1307%' OR
e.product_code LIKE '1304A400%' --家财
)
--and e.product_code not in ('22KC9800')
AND q.signature_date >= to_date('2023-01-01 00:00:00',
'yyyy-mm-dd hh24:mi:ss')
AND q.signature_date < to_date(to_char(SYSDATE - 1,
'yyyy-mm-dd') || ' 23:59:59',
'yyyy-mm-dd hh24:mi:ss')
AND e.planned_end_date - e.inception_date >= 90
AND dd.tid IS NOT NULL
--车险个人客户)
)
--SELECT * FROM BB
,
cc AS
(SELECT mm_f,
tid 融合证件,
COUNT(DISTINCT bdh) 融合保数,
SUM(bf) 融合保费
FROM bb
GROUP BY tid,
mm_f),
ff AS
(SELECT dd.*,
cc.*
FROM dd
LEFT JOIN cc
ON cc.融合证件 = dd.tid
AND cc.mm_f = dd.mm) --OR cc.融合证件 = dd.btid
--select * from ff
SELECT 签单日期,
--mm,
bm 部门,
科室N,
经办人N,
坐席工号,
坐席名称,
坐席团队,
nvl(SUM(保费),
0) 车险个人客户保费,
nvl(SUM(融合保费),
0) 车非融合保费
FROM ff
WHERE ff.签单日期 = '2023-03-09'
AND bm IN ('续保业务部',
'湖里支公司')
GROUP BY 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N
ORDER BY 部门,
坐席名称

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WITH aa AS
(SELECT to_char(t.signature_date,
'yyyy-mm-dd') 签单日期,
(to_char(T.signature_date,
'mm')) || '月' mm,
t.policy_no bdh,
t.endorsement_no pdh,
qt.t_cre tid,
QT.B_CRE BTID, -----添加字段
e.inception_date qbsj,
e.planned_end_date zzsj,
pt.premium_amount - nvl(pt.tax_amount,
0) bf
--,qt.qdbf - nvl(qt.qdbf_tax_amount,0) bf
,
nt.ecompensation_rate * (pt.premium_amount - nvl(pt.tax_amount,
0)) fxbf,
z.department_name bm,
CASE
WHEN (et.telpartnercode LIKE '%HC%' OR
zx.workerno IN (SELECT code
FROM datacenter.dc_lsj_zx_hc)) THEN
'海沧丰骏'
ELSE
''
END 是否丰骏,
nvl(zx.workerno,
et.telpartnercode) 坐席工号,
(CASE
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name LIKE '%建发凯迪%' THEN
'林伟华'
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name NOT LIKE '%建发凯迪%' THEN
'其他'
ELSE
to_char(ys.坐席姓名)
END) 坐席名称,
YS.团队 坐席团队,
nvl(YS.团队,
y.section_office_name) 科室N,
nvl((CASE
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name LIKE '%建发凯迪%' THEN
'林伟华'
WHEN nvl(zx.workerno,
et.telpartnercode) = 'DX001' AND
xx.staff_name NOT LIKE '%建发凯迪%' THEN
'其他'
ELSE
to_char(ys.坐席姓名)
END),
xx.staff_name) 经办人N
FROM idst0.auto_agreement_request_t t
LEFT JOIN idst0.auto_agreement_t e
ON e.policy_no = t.policy_no
LEFT JOIN idst0.motorised_vehicle_t v
ON v.policy_no = e.policy_no
LEFT JOIN idst0.auto_premium_t pt
ON pt.policy_no = t.policy_no
AND pt.endorsement_no = t.endorsement_no
LEFT JOIN ywglxt.w_dxbd_i i
ON e.policy_no = i.bdh
LEFT JOIN idst0.rydm_t xx
ON xx.staff_code = nvl(i.zhjywy,
e.operator_code)
LEFT JOIN idst0.ks_t y
ON y.section_office_code = nvl(xx.section_office_code,
e.section_office_code)
LEFT JOIN idst0.bm_t z
ON z.department_code = nvl(xx.department_code,
e.department_code)
--left join datacenter.dc_cx_csteam ct on ct.jbrcode = xx.staff_code
LEFT JOIN idst0.auto_new_product_info_t nt
ON nt.policy_no = t.policy_no
AND nt.endorsement_no = t.endorsement_no
--left join ywglxt.q_auto_agreement_extend_t qe on qe.policy_no = e.policy_no
LEFT JOIN ywglxt.q_auto_agreement_t qt
ON qt.policy_no = e.policy_no
LEFT JOIN datacenter.dc_yangg_qdcode qd
ON qd.code = e.selling_channel_type
LEFT JOIN datacenter.dc_tb_jc_c_tag cl
ON cl.保单号 = e.policy_no
LEFT JOIN datacenter.dc_yangg_basecode_teams fg
ON fg.bm = z.department_name
AND fg.ks = y.section_office_name
--left join idst0.t_sell_policy_autobase_t zx on zx.policy_no=e.policy_no
--left join idst0.auto_agreement_extend_t et on et.policy_no = e.policy_no
LEFT JOIN idst0.auto_agreement_extend_t et
ON et.policy_no = e.policy_no
LEFT JOIN idst0.t_sell_policy_autobase_t zx
ON zx.policy_no = e.policy_no
LEFT JOIN datacenter.dc_YZH_ZXYS YS
ON YS.坐席工号 = nvl(zx.workerno,
et.telpartnercode)
--left join v_lsj_dimian dm on dm.vin=v.vin and e.selling_channel_type='25' and dm.MEMO like'%地面续保%'
--left join datacenter.dc_lsj_zx_team zt on zt.name=coalesce(zc.name,zc1.name,bc.name,dm.JBRMC)
WHERE t.signature_date >= to_date('2023-01-01 00:00:00',
'yyyy-mm-dd hh24:mi:ss')
AND t.signature_date < to_date(to_char(SYSDATE - 1,
'yyyy-mm-dd') || ' 23:59:59',
'yyyy-mm-dd hh24:mi:ss')
--and t.endorsement_no = '无'
AND e.policy_status = '1' --条件：保单有效
AND qt.tflag = '0' --条件：类型为个人
AND qt.usage_xm = '家庭自用车'
--条件：单程提车、摩托车、拖拉机
--and e.policy_no in ('AXIMC90Y1419B038594J','AXIMC90CTP19B039593R','AXIMC04CTP19B013473X')
AND e.planned_end_date - e.inception_date >= 360
--条件：保单周期
)
-----添加字段
,
dd2 AS
(SELECT 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N,
CASE
WHEN pdh = '无' THEN
tid
END tid,
to_number('1') 客户数,
COUNT(DISTINCT CASE
WHEN pdh = '无' THEN
bdh
END) 保单数,
SUM(bf) 保费
FROM (SELECT DISTINCT *
FROM aa) aa
GROUP BY bm,
CASE
WHEN pdh = '无' THEN
tid
END,
mm,
BTID,
坐席工号,
坐席名称,
坐席团队,
签单日期,
科室N,
经办人N
UNION
SELECT 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N,
CASE
WHEN btid = tid THEN
''
ELSE
btid
END btid,
to_number('0') 客户数,
to_number('0') 保单数,
to_number('0') 保费
FROM (SELECT DISTINCT *
FROM aa) aa),
DD AS
(SELECT *
FROM DD2
WHERE TID IS NOT NULL)
--select * from dd
,
bb AS
(SELECT DISTINCT q.policy_no bdh,
q.endorsement_no pdh,
qna.t_cre tid,
to_number(to_char(q.signature_date,
'yyyy')) || '年' nf,
(to_char(q.signature_date,
'mm')) || '月' mm_f,
to_char(q.signature_date,
'dd') || '日' dd,
q.signature_date sj,
round((pt.premium_amount - nvl(pt.taxamount,
0)) * c.rate / 100,
2) bf,
z.department_name bm
FROM idst0.nonauto_agreement_request_t q
LEFT JOIN idst0.nonauto_agreement_t e
ON e.policy_no = q.policy_no
LEFT JOIN idst0.nonauto_premium_t pt
ON pt.endorsement_no = q.endorsement_no
AND pt.policy_no = q.policy_no
LEFT JOIN idst0.reinsurance_t r
ON r.reinsurance_policy_no = e.policy_no
LEFT JOIN idst0.exrate_month_t c
ON pt.currency_code = c.bzh
AND to_char(q.signature_date,
'YYYY') = c.theyear
AND to_char(q.signature_date,
'fmmm') = c.themonth
LEFT JOIN idst0.rydm_t x
ON x.staff_code = e.operator_code
LEFT JOIN idst0.ks_t y
ON y.section_office_code = x.section_office_code
LEFT JOIN idst0.bm_t z
ON z.department_code = x.department_code
LEFT JOIN ywglxt.q_nonauto_agreement_t qna
ON qna.policy_no = q.policy_no
LEFT JOIN datacenter.dc_yangg_gkxzh gk
ON gk.product_code = e.product_code --分散型险种
--left join datacenter.dc_yangg_zbxzh zb on zb.product_code = e.product_code --政保险种
LEFT JOIN dd
ON dd.tid = qna.t_cre
WHERE qna.tflag = '0'
AND (CASE
WHEN q.endorsement_no != '无' AND
round((pt.premium_amount - nvl(pt.taxamount,
0)) * c.rate / 100,
2) != 0 THEN
'是'
END) IS NULL
--and q.endorsement_no = '无'
AND e.policy_status = '1'
AND gk.product_code IS NOT NULL
AND (e.product_code LIKE '2%' OR e.product_code LIKE '1106%' --意健 --责任
OR e.product_code LIKE '1107%' OR e.product_code LIKE '1108%' OR e.product_code LIKE '1307%' OR
e.product_code LIKE '1304A400%' --家财
)
--and e.product_code not in ('22KC9800')
AND q.signature_date >= to_date('2023-01-01 00:00:00',
'yyyy-mm-dd hh24:mi:ss')
AND q.signature_date < to_date(to_char(SYSDATE - 1,
'yyyy-mm-dd') || ' 23:59:59',
'yyyy-mm-dd hh24:mi:ss')
AND e.planned_end_date - e.inception_date >= 90
AND dd.tid IS NOT NULL
--车险个人客户)
)
--SELECT * FROM BB
,
cc AS
(SELECT mm_f,
tid 融合证件,
COUNT(DISTINCT bdh) 融合保数,
SUM(bf) 融合保费
FROM bb
GROUP BY tid,
mm_f),
ff AS
(SELECT dd.*,
cc.*
FROM dd
LEFT JOIN cc
ON cc.融合证件 = dd.tid
AND cc.mm_f = dd.mm) --OR cc.融合证件 = dd.btid
--select * from ff
SELECT 签单日期,
--mm,
bm,
科室N,
经办人N,
坐席工号,
坐席名称,
坐席团队,
SUM(保费) 车险个人客户保费,
SUM(融合保费) 车非融合保费
FROM ff
WHERE ff.签单日期 = '2023-03-09'
--left join datacenter.dc_lsj_zxgroup zt on zt.name=电网销坐席
GROUP BY 签单日期,
mm,
bm,
坐席工号,
坐席名称,
坐席团队,
科室N,
经办人N