修改成单数据和进粉数据不正确的问题

excel-handle/src/main/java/com/ruoyi/excel/wecom/helper/HandleAllData.java

@@ -492,7 +492,7 @@ import java.util.concurrent.atomic.AtomicInteger;
                                 stats.setStudentDailyOrderCount(stats.getStudentDailyOrderCount() + 1);
                             }
                         }
-                    } else {
+                    } else if(data.getAddDate().compareTo(targetDate) == 0){
                         stats.setManagerAcceptCount(stats.getManagerAcceptCount() + 1);
                     }
                 }
@@ -542,6 +542,9 @@ import java.util.concurrent.atomic.AtomicInteger;
         GROUP_ATTR_MAP.put("AD组", "tag_group17");
         GROUP_ATTR_MAP.put("AE组", "tag_group18");
     }
+
+    private static final String UNGROUPED_NAME = "未分组";
+
     /**
      * 字段反射缓存
      */
@@ -563,9 +566,11 @@ import java.util.concurrent.atomic.AtomicInteger;
     }
 
     private boolean matchesSource(CustomerExportData data) {
+        if(data.getSource() == null) {
+            return true;
+        }
         // 条件: 排除"由管理员XXX分配"
-        if (data.getSource() != null &&
+        if (data.getSource().contains("管理员") &&
-                data.getSource().contains("管理员") &&
                 data.getSource().contains("分配")) {
             return false;
         }
@@ -657,13 +662,16 @@ import java.util.concurrent.atomic.AtomicInteger;
         }
     }
 
-    private boolean matchOrderCompleted(CustomerExportData data,Date curDate) {
+    /**
+     * 检查是否是成单状态
+     */
+    private boolean isOrderCompleted(CustomerExportData data) {
         String orderStatus = data.getTagGroup7(); // T列：成交状态
-        // 校验成交状态
+        if (orderStatus == null || orderStatus.trim().isEmpty()) {
-        if (!orderStatus.equals("已成交及时单9元+") && !orderStatus.equals("已成交非及时单9元+")) {
             return false;
         }
-        return true;
+        // 校验成交状态
+        return orderStatus.contains("已成交及时单9元+") || orderStatus.contains("已成交非及时单9元+");
     }
 
     private boolean isTimelyOrder(CustomerExportData data) {
@@ -684,6 +692,8 @@ import java.util.concurrent.atomic.AtomicInteger;
      * 处理单条数据记录，累加到所有相关组的统计中
      */
     private void processDataRecord(CustomerExportData data, Date date, StatisticsAccumulator accumulator) {
+        boolean hasGroup = false;
+        
         // 遍历所有组
         for (Map.Entry<String, String> entry : GROUP_FIELD_MAP.entrySet()) {
             String groupName = entry.getKey();
@@ -697,12 +707,20 @@ import java.util.concurrent.atomic.AtomicInteger;
                 continue;
             }
             
+            hasGroup = true;
+
             // 获取该组的统计器
             StatisticsAccumulator.GroupStatistics stats = accumulator.getGroupStats(groupName);
 
             // 累加各项统计指标
             accumulateGroupStatistics(data, date, stats);
         }
+        
+        // 如果不属于任何组，统计到"未分组"
+        if (!hasGroup) {
+            StatisticsAccumulator.GroupStatistics ungroupedStats = accumulator.getGroupStats(UNGROUPED_NAME);
+            accumulateGroupStatistics(data, date, ungroupedStats);
+        }
     }
 
     /**
@@ -856,6 +874,7 @@ import java.util.concurrent.atomic.AtomicInteger;
 
     /**
      * 从累加器生成最终统计结果
+     * 修复：遍历所有预定义的组，确保"有成单但无进粉"的组也被统计
      */
     private List<CustomerStatisticsData> generateStatisticsResults(String corpId,Date curDate,StatisticsAccumulator accumulator) {
         // 使用 Map 来存储每个指标对应的 CustomerStatisticsData
@@ -863,39 +882,42 @@ import java.util.concurrent.atomic.AtomicInteger;
         Map<String, CustomerStatisticsData> indicatorMap = new LinkedHashMap<>();
         //设置一个默认排序
         int sortNo = 0;
-        // 为每个组生成23个统计指标
+        // 为每个组生成统计指标 - 遍历所有预定义的组，确保有成单但无进粉的组也被统计
-        for (Map.Entry<String, StatisticsAccumulator.GroupStatistics> entry : accumulator.getGroupStatsMap().entrySet()) {
+        for (Map.Entry<String, String> groupEntry : GROUP_ATTR_MAP.entrySet()) {
+            String groupName = groupEntry.getKey();
+            String attr = groupEntry.getValue();
             
-            String groupName = entry.getKey();
+            // 获取或创建该组的统计器
-            StatisticsAccumulator.GroupStatistics stats = entry.getValue();
+            StatisticsAccumulator.GroupStatistics stats = accumulator.getGroupStats(groupName);
             
+            // 成单数需要从历史数据中获取成交日期 = date的数据
+            Long finishCount = customerExportDataMapper.selectByFinishDate(corpId, curDate, attr, finishFlag);
+            
+            // 只有当有成单数或进粉数时才生成记录
+            if (finishCount > 0 || stats.getCustomerCount() > 0) {
                 // 21-23. 成本相关（需要手工填写）
                 setIndicatorValue(corpId,indicatorMap,curDate, "总成本（当日）", groupName, "需手工填写",(10*sortNo++));
                 setIndicatorValue(corpId,indicatorMap,curDate, "单条成本（当日）", groupName, "需手工填写",(10*sortNo++));
                 setIndicatorValue(corpId,indicatorMap,curDate, "成单成本（当日）", groupName, "需手工填写",(10*sortNo++));
 
                 // 1. 成单数
-            //成单数 需要从历史的所有数据中获取 成交日期  =  date的数据
-            Long finishCount = customerExportDataMapper.selectByFinishDate(corpId,curDate,GROUP_ATTR_MAP.get(groupName),finishFlag);
                 setIndicatorValue(corpId,indicatorMap,curDate, "成单数（当日）", groupName, String.valueOf(finishCount),(10*sortNo++));
 
                 // 2. 进粉数
                 setIndicatorValue(corpId,indicatorMap,curDate, "进粉数（当日）", groupName, String.valueOf(stats.getCustomerCount()),(10*sortNo++));
 
-            // 3. 转化率 = 成单数 / 进粉数（使用finishCount而不是stats.getOrderCount()）
+                // 3. 转化率 = 成单数 / 进粉数
                 String conversionRate = calculateRate(finishCount.intValue(), stats.getCustomerCount());
                 setIndicatorValue(corpId,indicatorMap,curDate, "转化率(当日)", groupName, conversionRate,(10*sortNo++));
 
                 // 4. 及时单占比 = 及时单数 / 成单数（当日）
-            // 及时单数量需要从历史数据中获取（根据成交日期和订单状态）
+                Long timelyCount = customerExportDataMapper.selectTimelyOrderCount(corpId, curDate, attr, timelyFinishFlag);
-            Long timelyCount = customerExportDataMapper.selectTimelyOrderCount(corpId, curDate, GROUP_ATTR_MAP.get(groupName),timelyFinishFlag);
                 String timelyRate = calculateRate(timelyCount.intValue(), finishCount.intValue());
                 setIndicatorValue(corpId,indicatorMap,curDate, "及时单占比(当日)", groupName, timelyRate,(10*sortNo++));
                 setIndicatorValue(corpId,indicatorMap,curDate, "及时单数量(当日)", groupName, String.valueOf(timelyCount),(10*sortNo++),true);
 
                 // 5. 非及时单占比 = 非及时单数 / 成单数（当日）
-            // 非及时单数量需要从历史数据中获取（根据成交日期和订单状态）
+                Long nonTimelyCount = customerExportDataMapper.selectNonTimelyOrderCount(corpId, curDate, attr, noTimelyfinishFlag);
-            Long nonTimelyCount = customerExportDataMapper.selectNonTimelyOrderCount(corpId, curDate, GROUP_ATTR_MAP.get(groupName),noTimelyfinishFlag);
                 String nonTimelyRate = calculateRate(nonTimelyCount.intValue(), finishCount.intValue());
                 setIndicatorValue(corpId,indicatorMap,curDate, "非及时单占比(当日)", groupName, nonTimelyRate,(10*sortNo++));
                 setIndicatorValue(corpId,indicatorMap,curDate, "非及时单数量(当日)", groupName, String.valueOf(nonTimelyCount),(10*sortNo++),true);
@@ -983,7 +1005,107 @@ import java.util.concurrent.atomic.AtomicInteger;
                 String studentDailyOrderRate = calculateRate(stats.getStudentDailyOrderCount(), stats.getStudentDailyCount());
                 setIndicatorValue(corpId,indicatorMap,curDate, "学生出单率（当日）", groupName, studentDailyOrderRate,(10*sortNo++));
                 setIndicatorValue(corpId,indicatorMap,curDate, "学生即时单数量（当日）", groupName, String.valueOf(stats.getStudentDailyOrderCount()),(10*sortNo++),true);
+            }
+        }
 
+        // 处理"未分组"数据
+        StatisticsAccumulator.GroupStatistics ungroupedStats = accumulator.getGroupStats(UNGROUPED_NAME);
+        Long ungroupedFinishCount = customerExportDataMapper.selectUngroupedFinishCount(corpId, curDate, finishFlag);
+        
+        if (ungroupedFinishCount > 0 || ungroupedStats.getCustomerCount() > 0) {
+            // 21-23. 成本相关（需要手工填写）
+            setIndicatorValue(corpId,indicatorMap,curDate, "总成本（当日）", UNGROUPED_NAME, "需手工填写",(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "单条成本（当日）", UNGROUPED_NAME, "需手工填写",(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "成单成本（当日）", UNGROUPED_NAME, "需手工填写",(10*sortNo++));
+
+            // 1. 成单数
+            setIndicatorValue(corpId,indicatorMap,curDate, "成单数（当日）", UNGROUPED_NAME, String.valueOf(ungroupedFinishCount),(10*sortNo++));
+
+            // 2. 进粉数
+            setIndicatorValue(corpId,indicatorMap,curDate, "进粉数（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getCustomerCount()),(10*sortNo++));
+
+            // 3. 转化率
+            String conversionRate = calculateRate(ungroupedFinishCount.intValue(), ungroupedStats.getCustomerCount());
+            setIndicatorValue(corpId,indicatorMap,curDate, "转化率(当日)", UNGROUPED_NAME, conversionRate,(10*sortNo++));
+
+            // 4. 及时单占比
+            Long ungroupedTimelyCount = customerExportDataMapper.selectUngroupedTimelyOrderCount(corpId, curDate, timelyFinishFlag);
+            String timelyRate = calculateRate(ungroupedTimelyCount.intValue(), ungroupedFinishCount.intValue());
+            setIndicatorValue(corpId,indicatorMap,curDate, "及时单占比(当日)", UNGROUPED_NAME, timelyRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "及时单数量(当日)", UNGROUPED_NAME, String.valueOf(ungroupedTimelyCount),(10*sortNo++),true);
+
+            // 5. 非及时单占比
+            Long ungroupedNonTimelyCount = customerExportDataMapper.selectUngroupedNonTimelyOrderCount(corpId, curDate, noTimelyfinishFlag);
+            String nonTimelyRate = calculateRate(ungroupedNonTimelyCount.intValue(), ungroupedFinishCount.intValue());
+            setIndicatorValue(corpId,indicatorMap,curDate, "非及时单占比(当日)", UNGROUPED_NAME, nonTimelyRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "非及时单数量(当日)", UNGROUPED_NAME, String.valueOf(ungroupedNonTimelyCount),(10*sortNo++),true);
+
+            // 6-22 其他指标（未分组记录的属性统计）
+            setIndicatorValue(corpId,indicatorMap,curDate, "客户属性数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getTotalCustomerAttr()),(10*sortNo++));
+            
+            String parentRate = calculateRate(ungroupedStats.getParentCount(), ungroupedStats.getTotalCustomerAttr());
+            setIndicatorValue(corpId,indicatorMap,curDate, "家长占比（当日）", UNGROUPED_NAME, parentRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "家长数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getParentCount()),(10*sortNo++),true);
+
+            String studentRate = calculateRate(ungroupedStats.getStudentCount(), ungroupedStats.getTotalCustomerAttr());
+            setIndicatorValue(corpId,indicatorMap,curDate, "学生占比（当日）", UNGROUPED_NAME, studentRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "学生数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getStudentCount()),(10*sortNo++),true);
+
+            String teacherRate = calculateRate(ungroupedStats.getTeacherCount(), ungroupedStats.getTotalCustomerAttr());
+            setIndicatorValue(corpId,indicatorMap,curDate, "老师占比（当日）", UNGROUPED_NAME, teacherRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "老师数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getTeacherCount()),(10*sortNo++),true);
+
+            String unknownRate = calculateRate(ungroupedStats.getUnknownAttrCount(), ungroupedStats.getTotalCustomerAttr());
+            setIndicatorValue(corpId,indicatorMap,curDate, "未知占比（当日）", UNGROUPED_NAME, unknownRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "未知数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getUnknownAttrCount()),(10*sortNo++),true);
+
+            setIndicatorValue(corpId,indicatorMap,curDate, "意向度数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getTotalIntention()),(10*sortNo++));
+
+            String activeQuoteRate = calculateRate(ungroupedStats.getActiveQuoteCount(), ungroupedStats.getTotalIntention());
+            setIndicatorValue(corpId,indicatorMap,curDate, "主动报价占比（当日）", UNGROUPED_NAME, activeQuoteRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "主动报价数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getActiveQuoteCount()),(10*sortNo++),true);
+
+            String passiveQuoteRate = calculateRate(ungroupedStats.getPassiveQuoteCount(), ungroupedStats.getTotalIntention());
+            setIndicatorValue(corpId,indicatorMap,curDate, "被动报价占比（当日）", UNGROUPED_NAME, passiveQuoteRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "被动报价数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getPassiveQuoteCount()),(10*sortNo++),true);
+
+            String noQuoteRate = calculateRate(ungroupedStats.getNoQuoteCount(), ungroupedStats.getTotalIntention());
+            setIndicatorValue(corpId,indicatorMap,curDate, "未开口报价占比（当日）", UNGROUPED_NAME, noQuoteRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "未开口报价数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getNoQuoteCount()),(10*sortNo++),true);
+
+            String deletedQuoteRate = calculateRate(ungroupedStats.getDeletedQuoteCount(), ungroupedStats.getTotalIntention());
+            setIndicatorValue(corpId,indicatorMap,curDate, "已删除报价占比（当日）", UNGROUPED_NAME, deletedQuoteRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "已删除数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getDeletedQuoteCount()),(10*sortNo++),true);
+
+            setIndicatorValue(corpId,indicatorMap,curDate, "年级数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getTotalGrade()),(10*sortNo++));
+
+            String primaryRate = calculateRate(ungroupedStats.getPrimaryCount(), ungroupedStats.getTotalGrade());
+            setIndicatorValue(corpId,indicatorMap,curDate, "小学占比（当日）", UNGROUPED_NAME, primaryRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "小学数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getPrimaryCount()),(10*sortNo++),true);
+
+            String middleRate = calculateRate(ungroupedStats.getMiddleCount(), ungroupedStats.getTotalGrade());
+            setIndicatorValue(corpId,indicatorMap,curDate, "初中占比（当日）", UNGROUPED_NAME, middleRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "初中数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getMiddleCount()),(10*sortNo++),true);
+
+            String highRate = calculateRate(ungroupedStats.getHighCount(), ungroupedStats.getTotalGrade());
+            setIndicatorValue(corpId,indicatorMap,curDate, "高中占比（当日）", UNGROUPED_NAME, highRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "高中数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getHighCount()),(10*sortNo++),true);
+
+            String parentOrderRate = calculateRate(ungroupedStats.getParentOrderCount(), ungroupedStats.getParentCount());
+            setIndicatorValue(corpId,indicatorMap,curDate, "家长出单占比（当日）", UNGROUPED_NAME, parentOrderRate,(10*sortNo++),true);
+            setIndicatorValue(corpId,indicatorMap,curDate, "家长出单数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getParentOrderCount()),(10*sortNo++),true);
+
+            String studentOrderRate = calculateRate(ungroupedStats.getStudentOrderCount(), ungroupedStats.getStudentCount());
+            setIndicatorValue(corpId,indicatorMap,curDate, "学生出单占比（当日）", UNGROUPED_NAME, studentOrderRate,(10*sortNo++),true);
+            setIndicatorValue(corpId,indicatorMap,curDate, "学生出单数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getStudentOrderCount()),(10*sortNo++),true);
+
+            String parentDailyOrderRate = calculateRate(ungroupedStats.getParentDailyOrderCount(), ungroupedStats.getParentDailyCount());
+            setIndicatorValue(corpId,indicatorMap,curDate, "家长出单率（当日）", UNGROUPED_NAME, parentDailyOrderRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "家长即时单数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getParentDailyOrderCount()),(10*sortNo++),true);
+
+            String studentDailyOrderRate = calculateRate(ungroupedStats.getStudentDailyOrderCount(), ungroupedStats.getStudentDailyCount());
+            setIndicatorValue(corpId,indicatorMap,curDate, "学生出单率（当日）", UNGROUPED_NAME, studentDailyOrderRate,(10*sortNo++));
+            setIndicatorValue(corpId,indicatorMap,curDate, "学生即时单数量（当日）", UNGROUPED_NAME, String.valueOf(ungroupedStats.getStudentDailyOrderCount()),(10*sortNo++),true);
         }
 
         // 将 Map 转换为 List 返回
@@ -1097,10 +1219,12 @@ import java.util.concurrent.atomic.AtomicInteger;
 
     /**
      * 处理单条数据记录，累加到部门统计中
+     * 修复：添加对tag_group7成单状态的验证
      */
     private void processDepartmentRecord(CustomerExportData data, Date targetDate,
                                         DepartmentStatisticsAccumulator.DepartmentStats stats) {
-        if(matchesQValue(data,targetDate)) {
+        // 成单统计：需要同时满足成交日期匹配 AND 成单状态匹配
+        if(matchesQValue(data,targetDate) && isOrderCompleted(data)) {
             stats.setTotalOrderCount(stats.getTotalOrderCount() + 1);
 
             // 及时单和非及时单统计

excel-handle/src/main/java/com/ruoyi/excel/wecom/helper/HandleAllDataV2.java

@@ -45,6 +45,8 @@ public class HandleAllDataV2 {
     private List<String> finishFlag = Arrays.asList("已成交及时单9元+", "已成交非及时单9元+");
     private List<String> timelyFinishFlag = Arrays.asList("已成交及时单9元+");
     private List<String> noTimelyfinishFlag = Arrays.asList("已成交非及时单9元+");
+    private static final String UNGROUPED_NAME = "未分组";
+
     /**
      * 组名到字段名的映射（使用括号内的名称）
      */
@@ -201,6 +203,8 @@ public class HandleAllDataV2 {
      * 处理单条数据记录，累加到组级和标签级统计
      */
     private void processDataRecordV2(CustomerExportData data, Date date, GroupTagAccumulator accumulator) {
+        boolean hasGroup = false;
+        
         // 遍历所有组
         for (Map.Entry<String, String> entry : GROUP_FIELD_MAP.entrySet()) {
             String groupName = entry.getKey();
@@ -214,6 +218,8 @@ public class HandleAllDataV2 {
                 continue;
             }
             
+            hasGroup = true;
+
             // 获取该组的统计器
             GroupStatistics groupStats = accumulator.getGroupStats(groupName);
 
@@ -231,6 +237,12 @@ public class HandleAllDataV2 {
                 accumulateGroupStatistics(data, date, tagStats);
             }
         }
+        
+        // 如果不属于任何组，统计到"未分组"
+        if (!hasGroup) {
+            GroupStatistics ungroupedStats = accumulator.getGroupStats(UNGROUPED_NAME);
+            accumulateGroupStatistics(data, date, ungroupedStats);
+        }
     }
 
     /**
@@ -256,11 +268,9 @@ public class HandleAllDataV2 {
             stats.setOrderCount(stats.getOrderCount() + 1);
             String orderStatus = data.getTagGroup7();
             if (orderStatus != null) {
-                String[] split = orderStatus.split(",");
+                if (orderStatus.equals("已成交及时单9元+")) {
-                String statusInfo = split[split.length - 1];
-                if (statusInfo.contains("已成交及时单9元+")) {
                     stats.setTimelyOrderCount(stats.getTimelyOrderCount() + 1);
-                } else if (statusInfo.contains("已成交非及时单9元+")) {
+                } else if (orderStatus.equals("已成交非及时单9元+")) {
                     stats.setNonTimelyOrderCount(stats.getNonTimelyOrderCount() + 1);
                 }
             }
@@ -342,46 +352,79 @@ public class HandleAllDataV2 {
 
     /**
      * 从累加器生成最终统计结果V2
+     * 修复：遍历所有预定义的组，确保"有成单但无进粉"的组也被统计
      */
     private List<CustomerStatisticsDataV2> generateStatisticsResultsV2(
             String corpId, Date date, GroupTagAccumulator accumulator) {
         List<CustomerStatisticsDataV2> result = new ArrayList<>();
         int sortNo = 0;
-        long tempId = 1; // 临时ID生成器
+        long tempId = 1;
 
-        // 1. 生成组级数据
+        // 1. 生成组级数据 - 遍历所有预定义的组，确保有成单但无进粉的组也被统计
         Map<String, Long> groupIdMap = new HashMap<>();
-        for (Map.Entry<String, GroupStatistics> entry : accumulator.getGroupStatsMap().entrySet()) {
+        for (Map.Entry<String, String> groupEntry : GROUP_FIELD_MAP.entrySet()) {
-            String groupName = entry.getKey();
+            String groupName = groupEntry.getKey();
-            GroupStatistics stats = entry.getValue();
+            String attr = GROUP_ATTR_MAP.get(groupName);
+            
+            // 获取或创建该组的统计器
+            GroupStatistics stats = accumulator.getGroupStats(groupName);
             
             // 使用SQL查询获取成单数（与V1保持一致）
             Long finishCount = customerExportDataMapper.selectByFinishDate(
-                    corpId, date, GROUP_ATTR_MAP.get(groupName),finishFlag);
+                    corpId, date, attr, finishFlag);
             stats.setOrderCount(finishCount.intValue());
 
             // 使用SQL查询获取及时单数量（根据成交日期和订单状态）
             Long timelyCount = customerExportDataMapper.selectTimelyOrderCount(
-                    corpId, date, GROUP_ATTR_MAP.get(groupName),timelyFinishFlag);
+                    corpId, date, attr, timelyFinishFlag);
             stats.setTimelyOrderCount(timelyCount.intValue());
 
             // 使用SQL查询获取非及时单数量（根据成交日期和订单状态）
             Long nonTimelyCount = customerExportDataMapper.selectNonTimelyOrderCount(
-                    corpId, date, GROUP_ATTR_MAP.get(groupName),noTimelyfinishFlag);
+                    corpId, date, attr, noTimelyfinishFlag);
             stats.setNonTimelyOrderCount(nonTimelyCount.intValue());
             
+            // 只有当有成单数或进粉数时才生成记录
+            if (stats.getOrderCount() > 0 || stats.getCustomerCount() > 0) {
                 CustomerStatisticsDataV2 groupData = createStatisticsDataV2(
                         corpId, date, groupName, null, stats, sortNo++);
                 groupData.setDataLevel(1);
-            groupData.setId(tempId); // 设置临时ID
+                groupData.setId(tempId);
                 result.add(groupData);
 
-            // 临时存储组ID（用于标签级数据的parentId）
                 groupIdMap.put(groupName, tempId);
                 tempId++;
             }
+        }
 
-        // 2. 生成标签级数据
+        // 2. 处理"未分组"数据
+        GroupStatistics ungroupedStats = accumulator.getGroupStats(UNGROUPED_NAME);
+        // 查询未分组记录的成单数
+        Long ungroupedFinishCount = customerExportDataMapper.selectUngroupedFinishCount(
+                corpId, date, finishFlag);
+        ungroupedStats.setOrderCount(ungroupedFinishCount.intValue());
+        
+        // 查询未分组记录的及时单数量
+        Long ungroupedTimelyCount = customerExportDataMapper.selectUngroupedTimelyOrderCount(
+                corpId, date, timelyFinishFlag);
+        ungroupedStats.setTimelyOrderCount(ungroupedTimelyCount.intValue());
+        
+        // 查询未分组记录的非及时单数量
+        Long ungroupedNonTimelyCount = customerExportDataMapper.selectUngroupedNonTimelyOrderCount(
+                corpId, date, noTimelyfinishFlag);
+        ungroupedStats.setNonTimelyOrderCount(ungroupedNonTimelyCount.intValue());
+        
+        // 只有当有成单数或进粉数时才生成记录
+        if (ungroupedStats.getOrderCount() > 0 || ungroupedStats.getCustomerCount() > 0) {
+            CustomerStatisticsDataV2 ungroupedData = createStatisticsDataV2(
+                    corpId, date, UNGROUPED_NAME, null, ungroupedStats, sortNo++);
+            ungroupedData.setDataLevel(1);
+            ungroupedData.setId(tempId);
+            result.add(ungroupedData);
+            tempId++;
+        }
+
+        // 3. 生成标签级数据
         for (Map.Entry<String, Map<String, TagStatistics>> groupEntry : 
                 accumulator.getTagStatsMap().entrySet()) {
             String groupName = groupEntry.getKey();
@@ -409,7 +452,7 @@ public class HandleAllDataV2 {
                 CustomerStatisticsDataV2 tagData = createStatisticsDataV2(
                         corpId, date, groupName, tagName, stats, sortNo++);
                 tagData.setDataLevel(2);
-                tagData.setId(tempId); // 设置临时ID
+                tagData.setId(tempId);
                 tagData.setParentId(parentId);
                 result.add(tagData);
                 tempId++;
@@ -523,10 +566,13 @@ public class HandleAllDataV2 {
 
     /**
      * 检查数据来源是否匹配
+     * 排除"由管理员XXX分配"的记录
      */
     private boolean matchesSource(CustomerExportData data) {
-        if (data.getSource() != null &&
+        if(data == null || data.getSource() == null) {
-                data.getSource().contains("管理员") &&
+            return true;
+        }
+        if (data.getSource().contains("管理员") &&
                 data.getSource().contains("分配")) {
             return false;
         }

excel-handle/src/main/java/com/ruoyi/excel/wecom/mapper/CustomerExportDataMapper.java

@@ -240,5 +240,41 @@ public interface CustomerExportDataMapper extends BaseMapper<CustomerExportData>
             @Param("corpId") String corpId,
             @Param("startDate") Date startDate,
             @Param("endDate") Date endDate,@Param("successFlags") List<String> successFlags);
+
+    /**
+     * 查询未分组记录的成单数（所有组字段都为空）
+     * @param corpId 企业ID
+     * @param date 成交日期
+     * @param successFlags 成单状态标志
+     * @return 成单数
+     */
+    Long selectUngroupedFinishCount(
+            @Param("corpId") String corpId,
+            @Param("date") Date date,
+            @Param("successFlags") List<String> successFlags);
+
+    /**
+     * 查询未分组记录的及时单数量
+     * @param corpId 企业ID
+     * @param date 成交日期
+     * @param successFlags 及时单状态标志
+     * @return 及时单数量
+     */
+    Long selectUngroupedTimelyOrderCount(
+            @Param("corpId") String corpId,
+            @Param("date") Date date,
+            @Param("successFlags") List<String> successFlags);
+
+    /**
+     * 查询未分组记录的非及时单数量
+     * @param corpId 企业ID
+     * @param date 成交日期
+     * @param successFlags 非及时单状态标志
+     * @return 非及时单数量
+     */
+    Long selectUngroupedNonTimelyOrderCount(
+            @Param("corpId") String corpId,
+            @Param("date") Date date,
+            @Param("successFlags") List<String> successFlags);
 }
 

excel-handle/src/main/resources/mapper/wecom/CustomerExportDataMapper.xml

@@ -702,4 +702,52 @@
         </if>
     </select>
 
+    <!-- 查询未分组记录的成单数（所有组字段都为空） -->
+    <select id="selectUngroupedFinishCount" resultType="java.lang.Long">
+        SELECT COUNT(*)
+        FROM customer_export_data
+        WHERE corp_id = #{corpId}
+        AND finish_date = #{date}
+        AND tag_group7 IN
+        <foreach collection="successFlags" item="successFlag" open="(" separator="," close=")">
+            #{successFlag}
+        </foreach>
+        AND tag_group1 IS NULL AND tag_group2 IS NULL AND tag_group3 IS NULL
+        AND tag_group10 IS NULL AND tag_group11 IS NULL AND tag_group12 IS NULL
+        AND tag_group13 IS NULL AND tag_group14 IS NULL AND tag_group16 IS NULL
+        AND tag_group17 IS NULL AND tag_group18 IS NULL
+    </select>
+
+    <!-- 查询未分组记录的及时单数量 -->
+    <select id="selectUngroupedTimelyOrderCount" resultType="java.lang.Long">
+        SELECT COUNT(*)
+        FROM customer_export_data
+        WHERE corp_id = #{corpId}
+        AND finish_date = #{date}
+        AND tag_group7 IN
+        <foreach collection="successFlags" item="successFlag" open="(" separator="," close=")">
+            #{successFlag}
+        </foreach>
+        AND tag_group1 IS NULL AND tag_group2 IS NULL AND tag_group3 IS NULL
+        AND tag_group10 IS NULL AND tag_group11 IS NULL AND tag_group12 IS NULL
+        AND tag_group13 IS NULL AND tag_group14 IS NULL AND tag_group16 IS NULL
+        AND tag_group17 IS NULL AND tag_group18 IS NULL
+    </select>
+
+    <!-- 查询未分组记录的非及时单数量 -->
+    <select id="selectUngroupedNonTimelyOrderCount" resultType="java.lang.Long">
+        SELECT COUNT(*)
+        FROM customer_export_data
+        WHERE corp_id = #{corpId}
+        AND finish_date = #{date}
+        AND tag_group7 IN
+        <foreach collection="successFlags" item="successFlag" open="(" separator="," close=")">
+            #{successFlag}
+        </foreach>
+        AND tag_group1 IS NULL AND tag_group2 IS NULL AND tag_group3 IS NULL
+        AND tag_group10 IS NULL AND tag_group11 IS NULL AND tag_group12 IS NULL
+        AND tag_group13 IS NULL AND tag_group14 IS NULL AND tag_group16 IS NULL
+        AND tag_group17 IS NULL AND tag_group18 IS NULL
+    </select>
+
 </mapper>