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