494 lines
21 KiB
TypeScript
494 lines
21 KiB
TypeScript
import * as XLSX from 'xlsx';
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import type { ReportData, SunburstNode, RegionData, DurationStats, FunnelItem, BarChartCompareItem } from '../types/data';
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/**
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* Excel Sheets Structure:
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* 1. 基础信息: Key-Value pairs for cover page
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* 2. 地图展示: Columns [省份, 数值]
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* 3. 地区统计: Columns [地区, 采集数量, 转换率, 成功率, 采集时长]
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* 4. 时长分布: Columns [地区, 0-5分钟, 5-10分钟, 10-20分钟, 20分钟以上]
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* 5. 页面漏损: Columns [环节, 占比]
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* 6. 企业全景洞察: Columns [一级行业, 二级行业, 数值]
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* 7. 劣质客户洞察: Columns [一级行业, 二级行业, 数值]
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* 8. 优质客户洞察: Columns [一级行业, 二级行业, 数值]
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* 9. 风险占比: Columns [指标类型, 标签, 数值, 全量大盘数值]
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* 10. 出口退税分布: Columns [指标类型, 标签, 本机构数值, 全量客户数值]
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* 11. 关联企业分布: Columns [指标类型, 标签, 本机构数值, 全量客户数值]
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* 12. 风险扫描分布: Columns [标签, 本机构数值, 全量客户数值]
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* 13. 图表描述: Columns [页面模块, 指标类型, 描述, 填写说明]
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*/
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interface MapRow {
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省份: string;
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数值: number;
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}
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interface BaseInfoRow {
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字段: string;
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数值: string | number;
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}
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interface RegionRow {
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地区: string;
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采集数量: number;
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转换率: string;
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成功率: string;
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采集时长: string | number;
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}
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interface DurationRow {
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地区: string;
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'0-5分钟': string;
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'5-10分钟': string;
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'10-20分钟': string;
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'20分钟以上': string;
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}
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interface FunnelRow {
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环节: string;
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占比: number;
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}
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interface PortraitRow {
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一级行业: string;
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二级行业: string;
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数值: number;
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}
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interface RiskPieRow {
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指标类型: 'invoiceRisk' | 'highTech' | 'importExport' | 'prepaidTax';
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标签: string;
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数值: number;
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全量大盘数值: number;
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描述?: string;
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}
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interface ExportTaxRow {
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指标类型: 'exportFreeTaxRebate' | 'exportTaxRebate';
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标签: string;
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本机构数值: number;
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全量客户数值: number;
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描述?: string;
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}
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interface AssociationRow {
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指标类型: 'loginPersonAssociation' | 'legalPersonAssociation';
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标签: string;
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本机构数值: number;
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全量客户数值: number;
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描述?: string;
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}
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interface RiskScanningRow {
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指标类型?: 'riskScanning';
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标签: string;
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本机构数值: number;
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全量客户数值: number;
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描述?: string;
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}
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interface BarChartDescRow {
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指标类型: 'exportFreeTaxRebate' | 'exportTaxRebate' | 'loginPersonAssociation' | 'legalPersonAssociation' | 'riskScanning';
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描述: string;
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}
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import { defaultReportData } from '../data/defaultData';
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type ChartDescriptionKey = keyof NonNullable<ReportData['chartDescriptions']>;
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const chartDescriptionKeys: ChartDescriptionKey[] = [
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'exportFreeTaxRebate',
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'exportTaxRebate',
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'loginPersonAssociation',
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'legalPersonAssociation',
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'riskScanning',
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];
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const ensurePercent = (val: unknown): string => {
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if (val === undefined || val === null) return '0%';
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if (typeof val === 'number') {
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return `${(val * 100).toFixed(2)}%`;
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}
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const str = String(val).trim();
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if (!str) return '0%';
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if (str.includes('%')) return str;
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const num = parseFloat(str);
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if (!isNaN(num)) {
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return `${(num * 100).toFixed(2)}%`;
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}
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return str.endsWith('%') ? str : `${str}%`;
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};
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const hasBarChartLabel = (row: { 标签?: unknown }): boolean => {
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return String(row['标签'] ?? '').trim().length > 0;
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};
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const isChartDescriptionKey = (value: unknown): value is ChartDescriptionKey => {
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return chartDescriptionKeys.includes(value as ChartDescriptionKey);
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};
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const setChartDescription = (
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reportData: ReportData,
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key: unknown,
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description: unknown
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): void => {
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if (!isChartDescriptionKey(key)) return;
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const text = String(description ?? '').trim();
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if (!text) return;
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if (!reportData.chartDescriptions) reportData.chartDescriptions = {};
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reportData.chartDescriptions[key] = text;
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};
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const formatNumber = (val: unknown): number => {
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if (val === undefined || val === null) return 0;
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const num = parseFloat(String(val));
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if (isNaN(num)) return 0;
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return Math.round(num * 100) / 100;
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};
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export const parseExcelReportData = async (file: File): Promise<ReportData> => {
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return new Promise((resolve, reject) => {
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const reader = new FileReader();
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reader.onload = (e) => {
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try {
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const data = new Uint8Array(e.target?.result as ArrayBuffer);
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const workbook = XLSX.read(data, { type: 'array' });
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// Use default as base to ensure all keys exist
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const reportData = JSON.parse(JSON.stringify(defaultReportData)) as ReportData;
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// 1. 基础信息
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const baseSheet = workbook.Sheets['基础信息'];
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if (baseSheet) {
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const baseRows = XLSX.utils.sheet_to_json<BaseInfoRow>(baseSheet, { raw: true });
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const baseObj: Record<string, unknown> = {};
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baseRows.forEach(row => {
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baseObj[row['字段']] = row['数值'];
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});
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reportData.companyName = String(baseObj['公司名称'] || '未知企业');
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reportData.stats = {
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successRate: ensurePercent(baseObj['采集成功率']),
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collectedCount: parseInt(String(baseObj['累计采集户数'])) || 0,
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growthRate: ensurePercent(baseObj['月增长率']),
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fiveMinRate: ensurePercent(baseObj['5分钟内完成比例']),
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avgDuration: formatNumber(baseObj['平均采集时长']),
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};
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reportData.portraitDescriptions = {
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all: String(baseObj['企业全景洞察描述'] || ''),
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poor: String(baseObj['风险客户洞察描述'] || ''),
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good: String(baseObj['优质客户洞察描述'] || ''),
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};
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}
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// 2. 地图展示
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const mapSheet = workbook.Sheets['地图展示'];
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if (mapSheet) {
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reportData.mapData = XLSX.utils.sheet_to_json<MapRow>(mapSheet).map((row) => ({
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name: row['省份'],
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value: row['数值'] || 0,
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}));
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}
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// 3. 地区统计
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const regionSheet = workbook.Sheets['地区统计'];
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if (regionSheet) {
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reportData.regionStatistics = XLSX.utils.sheet_to_json<RegionRow>(regionSheet, { raw: true }).map((row): RegionData => ({
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region: row['地区'],
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count: parseInt(String(row['采集数量'])) || 0,
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conversion: ensurePercent(row['转换率']),
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success: ensurePercent(row['成功率']),
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duration: String(formatNumber(row['采集时长'] || '0')),
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}));
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}
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// 3. 时长分布
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const durationSheet = workbook.Sheets['时长分布'];
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if (durationSheet) {
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reportData.durationStatistics = XLSX.utils.sheet_to_json<DurationRow>(durationSheet, { raw: true }).map((row): DurationStats => ({
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region: row['地区'],
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p0_5: ensurePercent(row['0-5分钟']),
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p5_10: ensurePercent(row['5-10分钟']),
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p10_20: ensurePercent(row['10-20分钟']),
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p20plus: ensurePercent(row['20分钟以上']),
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}));
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}
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// 4. 页面漏损
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const funnelSheet = workbook.Sheets['页面漏损'];
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if (funnelSheet) {
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reportData.funnelData = XLSX.utils.sheet_to_json<FunnelRow>(funnelSheet).map((row): FunnelItem => ({
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label: row['环节'],
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value: row['占比'] * 100 || 0,
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}));
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}
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// 5. 企业全景洞察
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const BLUE_PALETTE = ['#1B65B5', '#2386EE', '#52A3FF', '#85C1FF', '#B8DEFF'];
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const buildSunburst = (rows: PortraitRow[]) => {
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const categories: Record<string, SunburstNode> = {};
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rows.forEach(row => {
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const l1 = row['一级行业'];
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const l2 = row['二级行业'];
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const val = row['数值'] || 0;
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if (!categories[l1]) {
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categories[l1] = { name: l1, children: [] };
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}
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categories[l1].children?.push({ name: l2, value: val });
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});
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return Object.values(categories).map((cat, idx) => {
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const color = BLUE_PALETTE[idx % BLUE_PALETTE.length];
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return {
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...cat,
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itemStyle: { color },
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children: cat.children?.map(child => ({ ...child, itemStyle: { color } }))
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};
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});
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};
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const allSheet = workbook.Sheets['企业全景洞察'];
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if (allSheet) {
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reportData.sunburstData = buildSunburst(XLSX.utils.sheet_to_json<PortraitRow>(allSheet));
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}
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const poorSheet = workbook.Sheets['劣质客户洞察'];
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if (poorSheet) {
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reportData.poorCustomerData = buildSunburst(XLSX.utils.sheet_to_json<PortraitRow>(poorSheet));
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}
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const goodSheet = workbook.Sheets['优质客户洞察'];
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if (goodSheet) {
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reportData.goodCustomerData = buildSunburst(XLSX.utils.sheet_to_json<PortraitRow>(goodSheet));
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}
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// 6. 风险占比
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const riskPieSheet = workbook.Sheets['风险占比'];
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if (riskPieSheet) {
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const rows = XLSX.utils.sheet_to_json<RiskPieRow>(riskPieSheet);
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rows.forEach(row => {
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const key = row['指标类型'];
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if (key) {
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reportData.riskIndicators[key] = {
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label: row['标签'],
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value: row['数值'] || 0,
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marketValue: row['全量大盘数值'] || 0,
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description: row['描述'] || '',
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};
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}
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});
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}
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// 7. 出口退税分布
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const exportTaxSheet = workbook.Sheets['出口退税分布'];
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if (exportTaxSheet) {
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const rows = XLSX.utils.sheet_to_json<ExportTaxRow>(exportTaxSheet);
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const groups: Record<string, BarChartCompareItem[]> = {};
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rows.forEach(row => {
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const cat = row['指标类型'];
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setChartDescription(reportData, cat, row['描述']);
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if (cat && hasBarChartLabel(row)) {
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if (!groups[cat]) groups[cat] = [];
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groups[cat].push({
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label: String(row['标签']).trim(),
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customerValue: formatNumber(row['本机构数值']),
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marketValue: formatNumber(row['全量客户数值']),
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});
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}
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});
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if (groups['exportFreeTaxRebate']) reportData.exportFreeTaxRebate = groups['exportFreeTaxRebate'];
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if (groups['exportTaxRebate']) reportData.exportTaxRebate = groups['exportTaxRebate'];
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}
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// 8. 关联企业分布
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const associationSheet = workbook.Sheets['关联企业分布'];
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if (associationSheet) {
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const rows = XLSX.utils.sheet_to_json<AssociationRow>(associationSheet);
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const groups: Record<string, BarChartCompareItem[]> = {};
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rows.forEach(row => {
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const cat = row['指标类型'];
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setChartDescription(reportData, cat, row['描述']);
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if (cat && hasBarChartLabel(row)) {
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if (!groups[cat]) groups[cat] = [];
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groups[cat].push({
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label: String(row['标签']).trim(),
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customerValue: formatNumber(row['本机构数值']),
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marketValue: formatNumber(row['全量客户数值']),
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});
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}
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});
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if (groups['loginPersonAssociation']) reportData.loginPersonAssociation = groups['loginPersonAssociation'];
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if (groups['legalPersonAssociation']) reportData.legalPersonAssociation = groups['legalPersonAssociation'];
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}
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// 9. 风险扫描分布
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const riskScanningSheet = workbook.Sheets['风险扫描分布'];
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if (riskScanningSheet) {
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const rows = XLSX.utils.sheet_to_json<RiskScanningRow>(riskScanningSheet);
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rows.forEach(row => {
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setChartDescription(reportData, row['指标类型'], row['描述']);
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});
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reportData.riskScanning = rows.filter(hasBarChartLabel).map((row): BarChartCompareItem => ({
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label: String(row['标签']).trim(),
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customerValue: formatNumber(row['本机构数值']),
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marketValue: formatNumber(row['全量客户数值']),
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}));
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}
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// 10. 图表描述（新模板优先）
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const chartDescriptionSheet = workbook.Sheets['图表描述'];
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if (chartDescriptionSheet) {
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const rows = XLSX.utils.sheet_to_json<BarChartDescRow>(chartDescriptionSheet);
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rows.forEach(row => {
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setChartDescription(reportData, row['指标类型'], row['描述']);
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});
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}
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resolve(reportData);
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} catch (err) {
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reject(err);
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}
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};
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reader.onerror = reject;
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reader.readAsArrayBuffer(file);
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});
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};
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export const generateExcelTemplate = () => {
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const wb = XLSX.utils.book_new();
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// Helper to ensure cells are treated as strings to avoid auto-formatting
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const toSheet = (data: Record<string, unknown>[]) => {
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const ws = XLSX.utils.json_to_sheet(data);
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// Force all cells to be strings to avoid Excel's "helpful" formatting
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Object.keys(ws).forEach(key => {
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if (key[0] === '!') return;
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const cell = ws[key];
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if (cell.v !== undefined) {
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cell.t = 's'; // Set type to string
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cell.v = String(cell.v);
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}
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});
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return ws;
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};
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// 1. 基础信息
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const baseWS = toSheet([
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{ '字段': '公司名称', '数值': '某某科技公司' },
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{ '字段': '采集成功率', '数值': '99.99%' },
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{ '字段': '累计采集户数', '数值': '1200' },
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{ '字段': '月增长率', '数值': '12%' },
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{ '字段': '5分钟内完成比例', '数值': '95%' },
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{ '字段': '平均采集时长', '数值': '3.5' },
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{ '字段': '企业全景洞察描述', '数值': '基于行业分布与企业特征，全面展示企业画像数据。' },
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{ '字段': '风险客户洞察描述', '数值': '识别可能存在合作风险的客户群体，帮助您提前制定应对策略。' },
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{ '字段': '优质客户洞察描述', '数值': '展示高价值优质客户特征，帮助您优化服务策略。' },
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]);
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XLSX.utils.book_append_sheet(wb, baseWS, '基础信息');
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// 2. 地图展示
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const mapWS = XLSX.utils.json_to_sheet([
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{ '省份': '广东省', '数值': 9058 },
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{ '省份': '江苏省', '数值': 4712 },
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{ '省份': '四川省', '数值': 4560 },
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]);
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XLSX.utils.book_append_sheet(wb, mapWS, '地图展示');
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// 3. 地区统计
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const regionWS = toSheet([
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{ '地区': '广东省', '采集数量': '5000', '转换率': '85.5%', '成功率': '99.9%', '采集时长': '5.2' },
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{ '地区': '江苏省', '采集数量': '4000', '转换率': '88.2%', '成功率': '99.5%', '采集时长': '4.8' },
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]);
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XLSX.utils.book_append_sheet(wb, regionWS, '地区统计');
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// 3. 时长分布
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const durationWS = toSheet([
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{ '地区': '广东省', '0-5分钟': '70%', '5-10分钟': '20%', '10-20分钟': '5%', '20分钟以上': '5%' },
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]);
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XLSX.utils.book_append_sheet(wb, durationWS, '时长分布');
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// 4. 页面漏损
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const funnelWS = XLSX.utils.json_to_sheet([ // Numbers are fine for charts
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{ '环节': '登录税局', '占比': 100 },
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{ '环节': '签署授权', '占比': 85 },
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]);
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XLSX.utils.book_append_sheet(wb, funnelWS, '页面漏损');
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// 5. 企业全景洞察
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const allWS = XLSX.utils.json_to_sheet([
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{ '一级行业': '制造业', '二级行业': '通用设备', '数值': 150 },
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{ '一级行业': '制造业', '二级行业': '金属加工', '数值': 100 },
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{ '一级行业': '批发业', '二级行业': '食品批发', '数值': 200 },
|
||
]);
|
||
XLSX.utils.book_append_sheet(wb, allWS, '企业全景洞察');
|
||
|
||
// 6. 劣质客户洞察
|
||
const poorWS = XLSX.utils.json_to_sheet([
|
||
{ '一级行业': '制造业', '二级行业': '通用设备', '数值': 30 },
|
||
{ '一级行业': '制造业', '二级行业': '金属加工', '数值': 20 },
|
||
{ '一级行业': '批发业', '二级行业': '食品批发', '数值': 50 },
|
||
]);
|
||
XLSX.utils.book_append_sheet(wb, poorWS, '劣质客户洞察');
|
||
|
||
// 7. 优质客户洞察
|
||
const goodWS = XLSX.utils.json_to_sheet([
|
||
{ '一级行业': '制造业', '二级行业': '通用设备', '数值': 120 },
|
||
{ '一级行业': '制造业', '二级行业': '金属加工', '数值': 80 },
|
||
{ '一级行业': '批发业', '二级行业': '食品批发', '数值': 150 },
|
||
]);
|
||
XLSX.utils.book_append_sheet(wb, goodWS, '优质客户洞察');
|
||
|
||
// 9. 风险占比
|
||
const riskPieWS = toSheet([
|
||
{ '指标类型': 'invoiceRisk', '标签': '发票高风险记录', '数值': '0.5', '全量大盘数值': '0.3', '描述': '统计近1年有效开票记录中，存在发票高风险的企业占比情况。' },
|
||
{ '指标类型': 'highTech', '标签': '高新技术企业', '数值': '5.2', '全量大盘数值': '4.8', '描述': '统计近1年有效开票记录中，被认定为高新技术企业的占比情况。' },
|
||
{ '指标类型': 'importExport', '标签': '进出口企业', '数值': '2.1', '全量大盘数值': '1.8', '描述': '统计近1年有效开票记录中，具有进出口资质的企业占比情况。' },
|
||
{ '指标类型': 'prepaidTax', '标签': '预缴税款企业', '数值': '15.0', '全量大盘数值': '12.5', '描述': '统计近1年有效开票记录中，存在预缴税款行为的企业占比情况。' },
|
||
]);
|
||
XLSX.utils.book_append_sheet(wb, riskPieWS, '风险占比');
|
||
|
||
// 10. 出口退税分布
|
||
const exportTaxWS = XLSX.utils.json_to_sheet([
|
||
{ '指标类型': 'exportFreeTaxRebate', '标签': '出口免抵退税额0到100万', '本机构数值': 71.43, '全量客户数值': 75 },
|
||
{ '指标类型': 'exportFreeTaxRebate', '标签': '出口免抵退税额100到500万', '本机构数值': 16.67, '全量客户数值': 18 },
|
||
{ '指标类型': 'exportFreeTaxRebate', '标签': '出口免抵退税额500到1000万', '本机构数值': 0, '全量客户数值': 2 },
|
||
{ '指标类型': 'exportFreeTaxRebate', '标签': '出口免抵退税额1000万以上', '本机构数值': 11.9, '全量客户数值': 5 },
|
||
{ '指标类型': 'exportTaxRebate', '标签': '出口退税额0到100万', '本机构数值': 68.33, '全量客户数值': 70 },
|
||
{ '指标类型': 'exportTaxRebate', '标签': '出口退税额100到500万', '本机构数值': 21.67, '全量客户数值': 20 },
|
||
{ '指标类型': 'exportTaxRebate', '标签': '出口退税额500到1000万', '本机构数值': 8.33, '全量客户数值': 7 },
|
||
{ '指标类型': 'exportTaxRebate', '标签': '出口退税额1000万以上', '本机构数值': 1.67, '全量客户数值': 3 },
|
||
]);
|
||
XLSX.utils.book_append_sheet(wb, exportTaxWS, '出口退税分布');
|
||
|
||
// 11. 关联企业分布
|
||
const associationWS = XLSX.utils.json_to_sheet([
|
||
{ '指标类型': 'loginPersonAssociation', '标签': '登录人关联企业数量: 0~3', '本机构数值': 90.06, '全量客户数值': 92 },
|
||
{ '指标类型': 'loginPersonAssociation', '标签': '登录人关联企业数量: 4~10', '本机构数值': 8.58, '全量客户数值': 7 },
|
||
{ '指标类型': 'loginPersonAssociation', '标签': '登录人关联企业数量: 10+', '本机构数值': 1.36, '全量客户数值': 1 },
|
||
{ '指标类型': 'legalPersonAssociation', '标签': '法人代表关联企业数量: 0~3', '本机构数值': 92.91, '全量客户数值': 90 },
|
||
{ '指标类型': 'legalPersonAssociation', '标签': '法人代表关联企业数量: 4~10', '本机构数值': 6.49, '全量客户数值': 8 },
|
||
{ '指标类型': 'legalPersonAssociation', '标签': '法人代表关联企业数量: 10+', '本机构数值': 0.61, '全量客户数值': 2 },
|
||
]);
|
||
XLSX.utils.book_append_sheet(wb, associationWS, '关联企业分布');
|
||
|
||
// 12. 风险扫描分布
|
||
const riskScanningWS = XLSX.utils.json_to_sheet([
|
||
{ '标签': '无风险', '本机构数值': 77.58, '全量客户数值': 75 },
|
||
{ '标签': '低风险', '本机构数值': 12.41, '全量客户数值': 13 },
|
||
{ '标签': '中风险', '本机构数值': 10.01, '全量客户数值': 9 },
|
||
{ '标签': '高风险', '本机构数值': 0, '全量客户数值': 3 },
|
||
]);
|
||
XLSX.utils.book_append_sheet(wb, riskScanningWS, '风险扫描分布');
|
||
|
||
// 13. 图表描述
|
||
const chartDescriptionWS = toSheet([
|
||
{ '页面模块': '不同出口免抵退税金额企业分布', '指标类型': 'exportFreeTaxRebate', '描述': '近1年有效开票金额最大月份占比', '填写说明': '请修改“描述”列；“指标类型”请勿修改。' },
|
||
{ '页面模块': '不同出口退税金额企业分布', '指标类型': 'exportTaxRebate', '描述': '近1年有效开票金额最大月份占比', '填写说明': '请修改“描述”列；“指标类型”请勿修改。' },
|
||
{ '页面模块': '登录人关联企业数量分布', '指标类型': 'loginPersonAssociation', '描述': '近1年有效开票金额最大月份占比', '填写说明': '请修改“描述”列；“指标类型”请勿修改。' },
|
||
{ '页面模块': '法定代表人关联企业数量分布', '指标类型': 'legalPersonAssociation', '描述': '近1年有效开票金额最大月份占比', '填写说明': '请修改“描述”列；“指标类型”请勿修改。' },
|
||
{ '页面模块': '企业风险扫描结果分布', '指标类型': 'riskScanning', '描述': '近1年有效开票金额最大月份占比', '填写说明': '请修改“描述”列；“指标类型”请勿修改。' },
|
||
]);
|
||
XLSX.utils.book_append_sheet(wb, chartDescriptionWS, '图表描述');
|
||
|
||
XLSX.writeFile(wb, '报告数据导入模板.xlsx');
|
||
};
|