diff --git a/docs/xiugai/202311/xg20231116.md b/docs/xiugai/202311/xg20231116.md new file mode 100644 index 0000000..e59ae81 --- /dev/null +++ b/docs/xiugai/202311/xg20231116.md @@ -0,0 +1,439 @@ + +# 标准仓项目展示 +## 图表修改 +- 货值分析柱状图,需要加上7天、15天时间段的选择 +- 货值分析折线图,需要根据“数据总览”中选择的日期设定为最后日期,以这个日期向前推7天、15天的日期为基准,计算出7天、15天的货值 +- 页面上展示的字要大一些,紧凑一些。监控视频区域要大一些 + +# 数据报表模块 +## 菜单调整 +- 将菜单依照原型图(https://modao.cc/app/XXDCzs0LrlkxbeSQ4Qbysn#screen=sll0lfccjwny1n1)中“数据总览”中的菜单进行调整 +- 原有菜单改为“监管报表”,“质押率分析表”,”项目列表“三个菜单 + +## 数据总览 +- 数据报表模块首页面为数据总览,展示各项目汇总数据及曲线图 +- 默认显示当前日期前一天数据,可选择日期 +- 默认展示全部项目的数据,可选择项目,只展示某一个项目的数据 + +## 监管报表 +- 原”项目监管报表“改为”监管报表“,在原表格的基础上,增加”查看“按钮,点击打开新页面,跳转到”标准仓项目展示“的页面 + +## 质押率分析表 +- 同”标准仓项目展示“中的柱状图 + +## 项目列表 +- 将项目管理中的项目列表移过来,只展示数据,不进行新增和修改 + + +# 一起拼搏(中鸿记)图表大屏 +## 参照数据《一起拼搏2023.11.15工作总结.xlsx》, +> 业务总体数据表 +``` +{ + "table": "zhj_report_datacount", + "rows": + [ + { + "id": 1, + "sid": "081bbd4d-8450-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:16:16", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "typeNo": 1, + "typeName": "米类", + "allMonth": 99248.00, + "allMonthPre": 47998.00, + "allMonthIncrement": 51250.00, + "caterMonth": 49433.00, + "caterMonthPre": 36838.00, + "caterMonthIncrement": 12595.00, + "targetData": 190000.00, + "targetDataRate": "52.24%", + "allData": 542701.00 + }, + { + "id": 2, + "sid": "081bbfdd-8450-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:16:16", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "typeNo": 2, + "typeName": "面类", + "allMonth": 153210.00, + "allMonthPre": 112980.00, + "allMonthIncrement": 40230.00, + "caterMonth": 63895.00, + "caterMonthPre": 65195.00, + "caterMonthIncrement": -1300.00, + "targetData": 420000.00, + "targetDataRate": "36.48%", + "allData": 1368695.00 + }, + { + "id": 3, + "sid": "081bc0be-8450-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:16:16", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "typeNo": 3, + "typeName": "油类", + "allMonth": 446330.00, + "allMonthPre": 517105.00, + "allMonthIncrement": -70775.00, + "caterMonth": 343410.00, + "caterMonthPre": 267385.00, + "caterMonthIncrement": 76025.00, + "targetData": 1500000.00, + "targetDataRate": "29.76%", + "allData": 3709524.30 + } + ] +} +``` +> 行订单量完成情况 +``` +{ + "table": "zhj_report_ranking", + "rows": + [ + { + "id": 1, + "sid": "3618bcd9-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 1, + "bankName": "孙村支行", + "currentDate": "2023-11-16", + "currentDateData": 7000.00, + "allMonth": 25572.00, + "allMonthPre": 32514.00, + "allMonthIncrement": -6942.00 + }, + { + "id": 2, + "sid": "3618bf75-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 2, + "bankName": "中华大街支行", + "currentDate": "2023-11-16", + "currentDateData": 16.00, + "allMonth": 19570.00, + "allMonthPre": 14405.00, + "allMonthIncrement": 5165.00 + }, + { + "id": 3, + "sid": "3618c036-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 3, + "bankName": "营业部", + "currentDate": "2023-11-16", + "currentDateData": 0.00, + "allMonth": 14570.00, + "allMonthPre": 6804.00, + "allMonthIncrement": 7766.00 + }, + { + "id": 4, + "sid": "3618c09f-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 4, + "bankName": "建华大街支行", + "currentDate": "2023-11-16", + "currentDateData": 0.00, + "allMonth": 9803.00, + "allMonthPre": 2112.00, + "allMonthIncrement": 7691.00 + }, + { + "id": 5, + "sid": "3618c0eb-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 5, + "bankName": "留营支行", + "currentDate": "2023-11-16", + "currentDateData": 270.00, + "allMonth": 8084.00, + "allMonthPre": 1915.00, + "allMonthIncrement": 6169.00 + }, + { + "id": 6, + "sid": "3618c154-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 6, + "bankName": "维明街支行", + "currentDate": "2023-11-16", + "currentDateData": 2000.00, + "allMonth": 8009.00, + "allMonthPre": 2200.00, + "allMonthIncrement": 5809.00 + }, + { + "id": 7, + "sid": "3618c1d5-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 7, + "bankName": "西三庄支行", + "currentDate": "2023-11-16", + "currentDateData": 94.00, + "allMonth": 7984.00, + "allMonthPre": 6074.00, + "allMonthIncrement": 1910.00 + }, + { + "id": 8, + "sid": "3618c221-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 8, + "bankName": "槐安东路分理处", + "currentDate": "2023-11-16", + "currentDateData": 108.00, + "allMonth": 7774.00, + "allMonthPre": 4506.00, + "allMonthIncrement": 3268.00 + }, + { + "id": 9, + "sid": "3618c266-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 9, + "bankName": "杜北支行", + "currentDate": "2023-11-16", + "currentDateData": 0.00, + "allMonth": 7185.00, + "allMonthPre": 7090.00, + "allMonthIncrement": 95.00 + }, + { + "id": 10, + "sid": "3618c2a6-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 10, + "bankName": "跃进路支行", + "currentDate": "2023-11-16", + "currentDateData": 221.00, + "allMonth": 7147.00, + "allMonthPre": 9730.00, + "allMonthIncrement": -2583.00 + }, + { + "id": 11, + "sid": "3618c2ee-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 11, + "bankName": "谈固北大街支行", + "currentDate": "2023-11-16", + "currentDateData": 0.00, + "allMonth": 6034.00, + "allMonthPre": 4570.00, + "allMonthIncrement": 1464.00 + }, + { + "id": 12, + "sid": "3618c333-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 12, + "bankName": "振头支行", + "currentDate": "2023-11-16", + "currentDateData": 229.00, + "allMonth": 5716.00, + "allMonthPre": 3111.00, + "allMonthIncrement": 2605.00 + }, + { + "id": 13, + "sid": "3618c37f-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 13, + "bankName": "桃园支行", + "currentDate": "2023-11-16", + "currentDateData": 0.00, + "allMonth": 3560.00, + "allMonthPre": 5819.00, + "allMonthIncrement": -2259.00 + }, + { + "id": 14, + "sid": "3618c3c8-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 14, + "bankName": "金马分理处", + "currentDate": "2023-11-16", + "currentDateData": 12.00, + "allMonth": 3538.00, + "allMonthPre": 5776.00, + "allMonthIncrement": -2238.00 + }, + { + "id": 15, + "sid": "3618c410-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 15, + "bankName": "联盟路支行", + "currentDate": "2023-11-16", + "currentDateData": 37.00, + "allMonth": 1868.00, + "allMonthPre": 5149.00, + "allMonthIncrement": -3281.00 + }, + { + "id": 16, + "sid": "3618c459-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 16, + "bankName": "于底支行", + "currentDate": "2023-11-16", + "currentDateData": 297.00, + "allMonth": 1309.00, + "allMonthPre": 1065.00, + "allMonthIncrement": 244.00 + }, + { + "id": 17, + "sid": "3618c4ed-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 17, + "bankName": "广安大街分理处", + "currentDate": "2023-11-16", + "currentDateData": 0.00, + "allMonth": 1033.00, + "allMonthPre": 4919.00, + "allMonthIncrement": -3886.00 + }, + { + "id": 18, + "sid": "3618c53e-8452-11ee-a6c6-00163e035cda", + "createTime": "2023-11-16 15:31:52", + "modifyTime": null, + "remarks": null, + "dataDate": "2023-11-15", + "dataYear": 2023, + "dataMonth": 11, + "dataDay": 15, + "sortNo": 18, + "bankName": "裕西分理处", + "currentDate": "2023-11-16", + "currentDateData": 40.00, + "allMonth": 1002.00, + "allMonthPre": 2201.00, + "allMonthIncrement": -1199.00 + } + ] +} +``` +## 图表数据摆放:参照图片:![一起拼搏](./xg20231116/一起拼搏数据图.jpg) +## 仓库示意图:参照图片:![一起拼搏](./xg20231116/中鸿记老库.jpg) \ No newline at end of file diff --git a/docs/xiugai/202311/xg20231116/一起拼搏2023.11.15工作总结.xlsx b/docs/xiugai/202311/xg20231116/一起拼搏2023.11.15工作总结.xlsx new file mode 100644 index 0000000..d2551a0 Binary files /dev/null and b/docs/xiugai/202311/xg20231116/一起拼搏2023.11.15工作总结.xlsx differ diff --git a/docs/xiugai/202311/xg20231116/一起拼搏数据图.jpg b/docs/xiugai/202311/xg20231116/一起拼搏数据图.jpg new file mode 100644 index 0000000..f51bda5 Binary files /dev/null and b/docs/xiugai/202311/xg20231116/一起拼搏数据图.jpg differ diff --git a/docs/xiugai/202311/xg20231116/中鸿记老库.jpg b/docs/xiugai/202311/xg20231116/中鸿记老库.jpg new file mode 100644 index 0000000..82bcff0 Binary files /dev/null and b/docs/xiugai/202311/xg20231116/中鸿记老库.jpg differ diff --git a/docs/预约提货系统/预约提货系统-功能列表.xlsx b/docs/预约提货系统/预约提货系统-功能列表.xlsx new file mode 100644 index 0000000..7375ecd Binary files /dev/null and b/docs/预约提货系统/预约提货系统-功能列表.xlsx differ diff --git a/docs/预约提货系统/预约提货系统.docx b/docs/预约提货系统/预约提货系统.docx new file mode 100644 index 0000000..f746a66 --- /dev/null +++ b/docs/预约提货系统/预约提货系统.docx @@ -0,0 +1,15 @@ + 预约提货系统 +客户在银行网点存款,根据存款金额达到的不同档次向客户赠送提货卡,例如存款满1万赠送蔬菜礼包精选款提货卡(5颗白菜,10斤土豆),存款满5万赠送蔬菜礼包豪华款提货卡(25颗白菜,50斤土豆),客户扫描提货卡上的二维码进入手机提货页面(公众号/h5/小程序),输入提货密钥,根据密钥来判断用户获得的是哪种礼包,向客户展示可提货商品明细(需讨论一下部分提货的工作量),客户选择提货点(提货点为合作餐厅,非银行网点),提货时间,提交提货订单后系统生成提货码,提货卡状态由未提货变更为已预约提货。提货点每日根据后台提交内容打印出提货明细进行备货(明细为提货点总蔬菜礼包的提货明细及具体每个客户的提货明细)。客户在提货日到达提货点提货时,工作人员根据打印出的客户提货明细核对客户绑定的手机号、提货码,核对无误后客户提货,一天后提货卡状态自动变更为已提货。 +前台页面: +1、客户信息:客户扫码进入后获取用户微信名及绑定手机号。 +2、提货卡:客户输入提货卡密钥进行提货预约,客户需选择提货点、提货时间。 +3、提货日志:展示客户提货日志(预约的提货日期及提货明细,提货成功后状态变更为已完成提货) +后台功能: + 营销发卡设置:可配置提货卡礼包品种、礼包明细,生成提货卡密钥,提货卡有效期,提货卡状态(未提货、已预约提货、已提货),提货卡归属地(可选),发卡。 + 预约设置:设置客户预约时默认预约时间(例如默认预约时间为2天,客户15号扫码提货,则客户可预约的时间最早为17号,最晚为提货卡有效期最后一天)。后台可单独设置非工作日(非工作日不可提货,前台客户操作页置灰不可选取)。 + 提货点配置:设置客户可选取的提货点信息,提货点信息主要为名称、地址、电话,后台可对提货点进行启用、禁用操作。 + 统计报表(支持导出): + 提货卡汇总及明细(明细展示提货卡状态)。 + 提货汇总(提货点备货使用,例如15号汇总需提货白菜100颗,200斤土豆,15号-19号汇总需提货白菜500颗,土豆1000斤)。 + 客户提货明细(提货点核销使用,例如15号张三提货白菜5颗、土豆10斤,李四提货白菜10颗,土豆20斤) +