3bd5550bb1
- SalesScenarioChecklist에 checkAndConvertProspectStatus() 메서드 추가 - toggleByProspect()에서 체크 완료 시 자동 전환 로직 호출 - AdminProspectController에서 목록 조회 시 기존 100% 데이터 자동 전환 - API 응답에 상태 변경 정보 포함 Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
414 lines
12 KiB
PHP
414 lines
12 KiB
PHP
<?php
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namespace App\Models\Sales;
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use App\Models\Tenants\Tenant;
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use App\Models\User;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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/**
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* 영업 시나리오 체크리스트 모델
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*
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* @property int $id
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* @property int $tenant_id
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* @property string $scenario_type (sales/manager)
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* @property int $step_id
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* @property string|null $checkpoint_id
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* @property int|null $checkpoint_index
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* @property bool $is_checked
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* @property \Carbon\Carbon|null $checked_at
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* @property int|null $checked_by
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* @property string|null $memo
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*/
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class SalesScenarioChecklist extends Model
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{
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protected $table = 'sales_scenario_checklists';
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protected $fillable = [
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'tenant_id',
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'tenant_prospect_id',
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'scenario_type',
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'step_id',
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'checkpoint_id',
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'checkpoint_index',
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'is_checked',
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'checked_at',
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'checked_by',
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'memo',
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'user_id', // 하위 호환성
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];
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protected $casts = [
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'step_id' => 'integer',
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'checkpoint_index' => 'integer',
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'is_checked' => 'boolean',
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'checked_at' => 'datetime',
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];
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/**
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* 테넌트 관계
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*/
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public function tenant(): BelongsTo
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{
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return $this->belongsTo(Tenant::class);
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}
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/**
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* 가망고객 관계
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*/
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public function tenantProspect(): BelongsTo
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{
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return $this->belongsTo(TenantProspect::class, 'tenant_prospect_id');
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}
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/**
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* 체크한 사용자 관계
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*/
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public function checkedByUser(): BelongsTo
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{
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return $this->belongsTo(User::class, 'checked_by');
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}
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/**
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* 사용자 관계 (하위 호환성)
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*/
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public function user(): BelongsTo
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{
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return $this->belongsTo(User::class, 'user_id');
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}
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/**
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* 체크포인트 토글 (tenant_id 기반)
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*/
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public static function toggle(int $tenantId, string $scenarioType, int $stepId, string $checkpointId, bool $checked, ?int $userId = null): self
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{
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$currentUserId = $userId ?? auth()->id();
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$checklist = self::firstOrNew([
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'tenant_id' => $tenantId,
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'scenario_type' => $scenarioType,
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'step_id' => $stepId,
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'checkpoint_id' => $checkpointId,
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]);
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// 새 레코드인 경우 필수 필드 설정
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if (!$checklist->exists) {
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$checklist->user_id = $currentUserId;
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$checklist->checkpoint_index = 0; // 기본값
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}
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$checklist->is_checked = $checked;
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$checklist->checked_at = $checked ? now() : null;
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$checklist->checked_by = $checked ? $currentUserId : null;
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$checklist->save();
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return $checklist;
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}
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/**
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* 체크포인트 토글 (prospect_id 기반)
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*/
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public static function toggleByProspect(int $prospectId, string $scenarioType, int $stepId, string $checkpointId, bool $checked, ?int $userId = null): self
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{
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$currentUserId = $userId ?? auth()->id();
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$checklist = self::firstOrNew([
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'tenant_prospect_id' => $prospectId,
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'scenario_type' => $scenarioType,
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'step_id' => $stepId,
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'checkpoint_id' => $checkpointId,
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]);
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// 새 레코드인 경우 필수 필드 설정
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if (!$checklist->exists) {
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$checklist->user_id = $currentUserId;
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$checklist->checkpoint_index = 0;
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}
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$checklist->is_checked = $checked;
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$checklist->checked_at = $checked ? now() : null;
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$checklist->checked_by = $checked ? $currentUserId : null;
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$checklist->save();
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// 체크 완료 시 진행률 100% 확인 후 상태 자동 전환
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if ($checked) {
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self::checkAndConvertProspectStatus($prospectId, $currentUserId);
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}
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return $checklist;
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}
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/**
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* 진행률 100% 시 가망고객 상태를 '계약완료'로 자동 전환
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*/
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public static function checkAndConvertProspectStatus(int $prospectId, ?int $userId = null): bool
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{
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$progress = self::getProspectProgress($prospectId);
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// 영업 시나리오와 매니저 시나리오 모두 100%인 경우에만 전환
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if ($progress['sales']['percentage'] === 100 && $progress['manager']['percentage'] === 100) {
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$prospect = TenantProspect::find($prospectId);
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if ($prospect && $prospect->status !== TenantProspect::STATUS_CONVERTED) {
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$prospect->update([
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'status' => TenantProspect::STATUS_CONVERTED,
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'converted_at' => now(),
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'converted_by' => $userId ?? auth()->id(),
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]);
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return true;
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}
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}
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return false;
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}
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/**
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* 특정 테넌트/시나리오의 체크리스트 조회
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*/
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public static function getChecklist(int $tenantId, string $scenarioType): array
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{
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$items = self::where('tenant_id', $tenantId)
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->where('scenario_type', $scenarioType)
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->where('is_checked', true)
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->get();
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$result = [];
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foreach ($items as $item) {
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$key = "{$item->step_id}_{$item->checkpoint_id}";
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$result[$key] = [
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'checked_at' => $item->checked_at?->toDateTimeString(),
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'checked_by' => $item->checked_by,
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];
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}
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return $result;
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}
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/**
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* 특정 가망고객/시나리오의 체크리스트 조회
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*/
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public static function getChecklistByProspect(int $prospectId, string $scenarioType): array
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{
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$items = self::where('tenant_prospect_id', $prospectId)
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->where('scenario_type', $scenarioType)
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->where('is_checked', true)
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->get();
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$result = [];
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foreach ($items as $item) {
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$key = "{$item->step_id}_{$item->checkpoint_id}";
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$result[$key] = [
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'checked_at' => $item->checked_at?->toDateTimeString(),
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'checked_by' => $item->checked_by,
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];
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}
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return $result;
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}
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/**
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* 진행률 계산
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*/
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public static function calculateProgress(int $tenantId, string $scenarioType, array $steps): array
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{
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$checklist = self::getChecklist($tenantId, $scenarioType);
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$totalCheckpoints = 0;
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$completedCheckpoints = 0;
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$stepProgress = [];
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foreach ($steps as $step) {
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$stepCompleted = 0;
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$stepTotal = count($step['checkpoints'] ?? []);
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$totalCheckpoints += $stepTotal;
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foreach ($step['checkpoints'] as $checkpoint) {
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$key = "{$step['id']}_{$checkpoint['id']}";
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if (isset($checklist[$key])) {
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$completedCheckpoints++;
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$stepCompleted++;
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}
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}
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$stepProgress[$step['id']] = [
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'total' => $stepTotal,
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'completed' => $stepCompleted,
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'percentage' => $stepTotal > 0 ? round(($stepCompleted / $stepTotal) * 100) : 0,
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];
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}
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return [
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'total' => $totalCheckpoints,
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'completed' => $completedCheckpoints,
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'percentage' => $totalCheckpoints > 0 ? round(($completedCheckpoints / $totalCheckpoints) * 100) : 0,
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'steps' => $stepProgress,
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];
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}
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/**
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* 가망고객 기반 진행률 계산
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*/
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public static function calculateProgressByProspect(int $prospectId, string $scenarioType, array $steps): array
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{
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$checklist = self::getChecklistByProspect($prospectId, $scenarioType);
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$totalCheckpoints = 0;
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$completedCheckpoints = 0;
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$stepProgress = [];
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foreach ($steps as $step) {
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$stepCompleted = 0;
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$stepTotal = count($step['checkpoints'] ?? []);
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$totalCheckpoints += $stepTotal;
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foreach ($step['checkpoints'] as $checkpoint) {
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$key = "{$step['id']}_{$checkpoint['id']}";
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if (isset($checklist[$key])) {
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$completedCheckpoints++;
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$stepCompleted++;
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}
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}
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$stepProgress[$step['id']] = [
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'total' => $stepTotal,
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'completed' => $stepCompleted,
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'percentage' => $stepTotal > 0 ? round(($stepCompleted / $stepTotal) * 100) : 0,
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];
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}
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return [
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'total' => $totalCheckpoints,
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'completed' => $completedCheckpoints,
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'percentage' => $totalCheckpoints > 0 ? round(($completedCheckpoints / $totalCheckpoints) * 100) : 0,
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'steps' => $stepProgress,
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];
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}
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/**
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* 시나리오 타입 스코프
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*/
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public function scopeByScenarioType($query, string $type)
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{
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return $query->where('scenario_type', $type);
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}
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/**
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* 체크된 항목만 스코프
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*/
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public function scopeChecked($query)
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{
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return $query->where('is_checked', true);
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}
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/**
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* 간단한 진행률 계산 (전체 체크포인트 수 기준)
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*
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* @param int $tenantId
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* @param string $scenarioType 'sales' 또는 'manager'
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* @return array ['completed' => 완료 수, 'total' => 전체 수, 'percentage' => 백분율]
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*/
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public static function getSimpleProgress(int $tenantId, string $scenarioType): array
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{
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// 전체 체크포인트 수 (config에서 계산)
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$configKey = $scenarioType === 'sales' ? 'sales_scenario.sales_steps' : 'sales_scenario.manager_steps';
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$steps = config($configKey, []);
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$total = 0;
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$validCheckpointKeys = [];
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// config에 정의된 유효한 체크포인트만 수집
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foreach ($steps as $step) {
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foreach ($step['checkpoints'] ?? [] as $checkpoint) {
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$total++;
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$validCheckpointKeys[] = "{$step['id']}_{$checkpoint['id']}";
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}
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}
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// 완료된 체크포인트 수 (config에 존재하는 것만 카운트)
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$checkedItems = self::where('tenant_id', $tenantId)
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->where('scenario_type', $scenarioType)
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->where('is_checked', true)
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->get();
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$completed = 0;
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foreach ($checkedItems as $item) {
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$key = "{$item->step_id}_{$item->checkpoint_id}";
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if (in_array($key, $validCheckpointKeys)) {
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$completed++;
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}
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}
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$percentage = $total > 0 ? round(($completed / $total) * 100) : 0;
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return [
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'completed' => $completed,
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'total' => $total,
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'percentage' => $percentage,
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];
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}
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/**
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* 테넌트별 영업/매니저 진행률 한번에 조회
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*/
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public static function getTenantProgress(int $tenantId): array
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{
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return [
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'sales' => self::getSimpleProgress($tenantId, 'sales'),
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'manager' => self::getSimpleProgress($tenantId, 'manager'),
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];
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}
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/**
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* 가망고객별 간단한 진행률 계산
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*/
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public static function getSimpleProgressByProspect(int $prospectId, string $scenarioType): array
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{
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$configKey = $scenarioType === 'sales' ? 'sales_scenario.sales_steps' : 'sales_scenario.manager_steps';
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$steps = config($configKey, []);
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$total = 0;
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$validCheckpointKeys = [];
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foreach ($steps as $step) {
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foreach ($step['checkpoints'] ?? [] as $checkpoint) {
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$total++;
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$validCheckpointKeys[] = "{$step['id']}_{$checkpoint['id']}";
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}
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}
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$checkedItems = self::where('tenant_prospect_id', $prospectId)
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->where('scenario_type', $scenarioType)
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->where('is_checked', true)
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->get();
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$completed = 0;
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foreach ($checkedItems as $item) {
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$key = "{$item->step_id}_{$item->checkpoint_id}";
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if (in_array($key, $validCheckpointKeys)) {
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$completed++;
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}
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}
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$percentage = $total > 0 ? round(($completed / $total) * 100) : 0;
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return [
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'completed' => $completed,
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'total' => $total,
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'percentage' => $percentage,
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];
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}
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/**
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* 가망고객별 영업/매니저 진행률 한번에 조회
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*/
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public static function getProspectProgress(int $prospectId): array
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{
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return [
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'sales' => self::getSimpleProgressByProspect($prospectId, 'sales'),
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'manager' => self::getSimpleProgressByProspect($prospectId, 'manager'),
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];
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}
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}
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