Commit 0eff2ae6023371b15978ba007df515445d279c6a
Committed by
Gitee
!946 CRM: 完善销售漏斗分析
Merge pull request !946 from puhui999/develop
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18 changed files
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746 additions
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14 deletions
yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/collection/CollectionUtils.java
| @@ -97,6 +97,10 @@ public class CollectionUtils { | @@ -97,6 +97,10 @@ public class CollectionUtils { | ||
| 97 | .collect(Collectors.toList()); | 97 | .collect(Collectors.toList()); |
| 98 | } | 98 | } |
| 99 | 99 | ||
| 100 | + public static <T> Set<T> convertSet(Collection<T> from) { | ||
| 101 | + return convertSet(from, v -> v); | ||
| 102 | + } | ||
| 103 | + | ||
| 100 | public static <T, U> Set<U> convertSet(Collection<T> from, Function<T, U> func) { | 104 | public static <T, U> Set<U> convertSet(Collection<T> from, Function<T, U> func) { |
| 101 | if (CollUtil.isEmpty(from)) { | 105 | if (CollUtil.isEmpty(from)) { |
| 102 | return new HashSet<>(); | 106 | return new HashSet<>(); |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.controller.admin.statistics; | ||
| 2 | + | ||
| 3 | +import cn.hutool.core.collection.CollUtil; | ||
| 4 | +import cn.iocoder.yudao.framework.common.pojo.CommonResult; | ||
| 5 | +import cn.iocoder.yudao.framework.common.pojo.PageResult; | ||
| 6 | +import cn.iocoder.yudao.framework.common.util.collection.MapUtils; | ||
| 7 | +import cn.iocoder.yudao.framework.common.util.number.NumberUtils; | ||
| 8 | +import cn.iocoder.yudao.framework.common.util.object.BeanUtils; | ||
| 9 | +import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO; | ||
| 10 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; | ||
| 11 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; | ||
| 12 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO; | ||
| 13 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; | ||
| 14 | +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; | ||
| 15 | +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO; | ||
| 16 | +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusTypeDO; | ||
| 17 | +import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO; | ||
| 18 | +import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService; | ||
| 19 | +import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusService; | ||
| 20 | +import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService; | ||
| 21 | +import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsFunnelService; | ||
| 22 | +import cn.iocoder.yudao.module.system.api.dept.DeptApi; | ||
| 23 | +import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO; | ||
| 24 | +import cn.iocoder.yudao.module.system.api.user.AdminUserApi; | ||
| 25 | +import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO; | ||
| 26 | +import io.swagger.v3.oas.annotations.Operation; | ||
| 27 | +import io.swagger.v3.oas.annotations.tags.Tag; | ||
| 28 | +import jakarta.annotation.Resource; | ||
| 29 | +import jakarta.validation.Valid; | ||
| 30 | +import org.springframework.security.access.prepost.PreAuthorize; | ||
| 31 | +import org.springframework.validation.annotation.Validated; | ||
| 32 | +import org.springframework.web.bind.annotation.GetMapping; | ||
| 33 | +import org.springframework.web.bind.annotation.RequestMapping; | ||
| 34 | +import org.springframework.web.bind.annotation.RestController; | ||
| 35 | + | ||
| 36 | +import java.util.Collections; | ||
| 37 | +import java.util.List; | ||
| 38 | +import java.util.Map; | ||
| 39 | +import java.util.stream.Stream; | ||
| 40 | + | ||
| 41 | +import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success; | ||
| 42 | +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertListByFlatMap; | ||
| 43 | +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet; | ||
| 44 | + | ||
| 45 | +@Tag(name = "管理后台 - CRM 销售漏斗") | ||
| 46 | +@RestController | ||
| 47 | +@RequestMapping("/crm/statistics-funnel") | ||
| 48 | +@Validated | ||
| 49 | +public class CrmStatisticsFunnelController { | ||
| 50 | + | ||
| 51 | + @Resource | ||
| 52 | + private CrmStatisticsFunnelService crmStatisticsFunnelService; | ||
| 53 | + @Resource | ||
| 54 | + private CrmBusinessService businessService; | ||
| 55 | + @Resource | ||
| 56 | + private CrmCustomerService customerService; | ||
| 57 | + @Resource | ||
| 58 | + private CrmBusinessStatusService businessStatusTypeService; | ||
| 59 | + @Resource | ||
| 60 | + private CrmBusinessStatusService businessStatusService; | ||
| 61 | + | ||
| 62 | + @Resource | ||
| 63 | + private AdminUserApi adminUserApi; | ||
| 64 | + @Resource | ||
| 65 | + private DeptApi deptApi; | ||
| 66 | + | ||
| 67 | + @GetMapping("/get-funnel-summary") | ||
| 68 | + @Operation(summary = "获取销售漏斗统计数据", description = "用于【销售漏斗】页面") | ||
| 69 | + @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") | ||
| 70 | + public CommonResult<CrmStatisticFunnelRespVO> getFunnelSummary(@Valid CrmStatisticsFunnelReqVO reqVO) { | ||
| 71 | + return success(crmStatisticsFunnelService.getFunnelSummary(reqVO)); | ||
| 72 | + } | ||
| 73 | + | ||
| 74 | + @GetMapping("/get-business-end-status-summary") | ||
| 75 | + @Operation(summary = "获取商机结束状态统计", description = "用于【销售漏斗】页面") | ||
| 76 | + @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") | ||
| 77 | + public CommonResult<List<CrmStatisticBusinessEndStatusRespVO>> getBusinessEndStatusSummary(@Valid CrmStatisticsFunnelReqVO reqVO) { | ||
| 78 | + return success(crmStatisticsFunnelService.getBusinessEndStatusSummary(reqVO)); | ||
| 79 | + } | ||
| 80 | + | ||
| 81 | + @GetMapping("/get-business-summary-by-date") | ||
| 82 | + @Operation(summary = "获取新增商机分析(按日期)", description = "用于【销售漏斗】页面") | ||
| 83 | + @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") | ||
| 84 | + public CommonResult<List<CrmStatisticsBusinessSummaryByDateRespVO>> getBusinessSummaryByDate(@Valid CrmStatisticsFunnelReqVO reqVO) { | ||
| 85 | + return success(crmStatisticsFunnelService.getBusinessSummaryByDate(reqVO)); | ||
| 86 | + } | ||
| 87 | + | ||
| 88 | + @GetMapping("/get-business-page-by-date") | ||
| 89 | + @Operation(summary = "获得商机分页(按日期)", description = "用于【销售漏斗】页面") | ||
| 90 | + @PreAuthorize("@ss.hasPermission('crm:business:query')") | ||
| 91 | + public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPageByDate(@Valid CrmStatisticsFunnelReqVO pageVO) { | ||
| 92 | + PageResult<CrmBusinessDO> pageResult = crmStatisticsFunnelService.getBusinessPageByDate(pageVO); | ||
| 93 | + return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal())); | ||
| 94 | + } | ||
| 95 | + | ||
| 96 | + private List<CrmBusinessRespVO> buildBusinessDetailList(List<CrmBusinessDO> list) { | ||
| 97 | + if (CollUtil.isEmpty(list)) { | ||
| 98 | + return Collections.emptyList(); | ||
| 99 | + } | ||
| 100 | + // 1.1 获取客户列表 | ||
| 101 | + Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap( | ||
| 102 | + convertSet(list, CrmBusinessDO::getCustomerId)); | ||
| 103 | + // 1.2 获取创建人、负责人列表 | ||
| 104 | + Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list, | ||
| 105 | + contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId()))); | ||
| 106 | + Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId)); | ||
| 107 | + // 1.3 获得商机状态组 | ||
| 108 | + Map<Long, CrmBusinessStatusTypeDO> statusTypeMap = businessStatusTypeService.getBusinessStatusTypeMap( | ||
| 109 | + convertSet(list, CrmBusinessDO::getStatusTypeId)); | ||
| 110 | + Map<Long, CrmBusinessStatusDO> statusMap = businessStatusService.getBusinessStatusMap( | ||
| 111 | + convertSet(list, CrmBusinessDO::getStatusId)); | ||
| 112 | + // 2. 拼接数据 | ||
| 113 | + return BeanUtils.toBean(list, CrmBusinessRespVO.class, businessVO -> { | ||
| 114 | + // 2.1 设置客户名称 | ||
| 115 | + MapUtils.findAndThen(customerMap, businessVO.getCustomerId(), customer -> businessVO.setCustomerName(customer.getName())); | ||
| 116 | + // 2.2 设置创建人、负责人名称 | ||
| 117 | + MapUtils.findAndThen(userMap, NumberUtils.parseLong(businessVO.getCreator()), | ||
| 118 | + user -> businessVO.setCreatorName(user.getNickname())); | ||
| 119 | + MapUtils.findAndThen(userMap, businessVO.getOwnerUserId(), user -> { | ||
| 120 | + businessVO.setOwnerUserName(user.getNickname()); | ||
| 121 | + MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> businessVO.setOwnerUserDeptName(dept.getName())); | ||
| 122 | + }); | ||
| 123 | + // 2.3 设置商机状态 | ||
| 124 | + MapUtils.findAndThen(statusTypeMap, businessVO.getStatusTypeId(), statusType -> businessVO.setStatusTypeName(statusType.getName())); | ||
| 125 | + MapUtils.findAndThen(statusMap, businessVO.getStatusId(), status -> businessVO.setStatusName( | ||
| 126 | + businessService.getBusinessStatusName(businessVO.getEndStatus(), status))); | ||
| 127 | + }); | ||
| 128 | + } | ||
| 129 | + | ||
| 130 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticBusinessEndStatusRespVO.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; | ||
| 2 | + | ||
| 3 | +import io.swagger.v3.oas.annotations.media.Schema; | ||
| 4 | +import lombok.AllArgsConstructor; | ||
| 5 | +import lombok.Data; | ||
| 6 | +import lombok.NoArgsConstructor; | ||
| 7 | + | ||
| 8 | +import java.math.BigDecimal; | ||
| 9 | + | ||
| 10 | +@Schema(description = "管理后台 - CRM 商机结束状态统计 Response VO") | ||
| 11 | +@NoArgsConstructor | ||
| 12 | +@AllArgsConstructor | ||
| 13 | +@Data | ||
| 14 | +public class CrmStatisticBusinessEndStatusRespVO { | ||
| 15 | + | ||
| 16 | + @Schema(description = "结束状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 17 | + private Integer endStatus; | ||
| 18 | + | ||
| 19 | + @Schema(description = "商机数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 20 | + private Long businessCount; | ||
| 21 | + | ||
| 22 | + @Schema(description = "商机总金额,单位:元", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 23 | + private BigDecimal totalPrice; | ||
| 24 | + | ||
| 25 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticFunnelRespVO.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; | ||
| 2 | + | ||
| 3 | +import io.swagger.v3.oas.annotations.media.Schema; | ||
| 4 | +import lombok.AllArgsConstructor; | ||
| 5 | +import lombok.Data; | ||
| 6 | +import lombok.NoArgsConstructor; | ||
| 7 | + | ||
| 8 | +@Schema(description = "管理后台 - CRM 销售漏斗 Response VO") | ||
| 9 | +@NoArgsConstructor | ||
| 10 | +@AllArgsConstructor | ||
| 11 | +@Data | ||
| 12 | +public class CrmStatisticFunnelRespVO { | ||
| 13 | + | ||
| 14 | + @Schema(description = "客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 15 | + private Long customerCount; | ||
| 16 | + | ||
| 17 | + @Schema(description = "商机数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 18 | + private Long businessCount; | ||
| 19 | + | ||
| 20 | + @Schema(description = "赢单数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 21 | + private Long winCount; | ||
| 22 | + | ||
| 23 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessRespVO.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; | ||
| 2 | + | ||
| 3 | +import com.alibaba.excel.annotation.ExcelIgnoreUnannotated; | ||
| 4 | +import com.alibaba.excel.annotation.ExcelProperty; | ||
| 5 | +import io.swagger.v3.oas.annotations.media.Schema; | ||
| 6 | +import lombok.AllArgsConstructor; | ||
| 7 | +import lombok.Data; | ||
| 8 | +import lombok.NoArgsConstructor; | ||
| 9 | + | ||
| 10 | +import java.math.BigDecimal; | ||
| 11 | +import java.time.LocalDateTime; | ||
| 12 | +import java.util.List; | ||
| 13 | + | ||
| 14 | +@Schema(description = "管理后台 - CRM 商机 Response VO") | ||
| 15 | +@Data | ||
| 16 | +@ExcelIgnoreUnannotated | ||
| 17 | +public class CrmStatisticsBusinessRespVO { | ||
| 18 | + | ||
| 19 | + @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129") | ||
| 20 | + @ExcelProperty("编号") | ||
| 21 | + private Long id; | ||
| 22 | + | ||
| 23 | + @Schema(description = "商机名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四") | ||
| 24 | + @ExcelProperty("商机名称") | ||
| 25 | + private String name; | ||
| 26 | + | ||
| 27 | + @Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10299") | ||
| 28 | + private Long customerId; | ||
| 29 | + @Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四") | ||
| 30 | + @ExcelProperty("客户名称") | ||
| 31 | + private String customerName; | ||
| 32 | + | ||
| 33 | + @Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example ="true") | ||
| 34 | + @ExcelProperty("跟进状态") | ||
| 35 | + private Boolean followUpStatus; | ||
| 36 | + | ||
| 37 | + @Schema(description = "最后跟进时间") | ||
| 38 | + @ExcelProperty("最后跟进时间") | ||
| 39 | + private LocalDateTime contactLastTime; | ||
| 40 | + | ||
| 41 | + @Schema(description = "下次联系时间") | ||
| 42 | + @ExcelProperty("下次联系时间") | ||
| 43 | + private LocalDateTime contactNextTime; | ||
| 44 | + | ||
| 45 | + @Schema(description = "负责人的用户编号", example = "25682") | ||
| 46 | + @ExcelProperty("负责人的用户编号") | ||
| 47 | + private Long ownerUserId; | ||
| 48 | + @Schema(description = "负责人名字", example = "25682") | ||
| 49 | + @ExcelProperty("负责人名字") | ||
| 50 | + private String ownerUserName; | ||
| 51 | + @Schema(description = "负责人部门") | ||
| 52 | + @ExcelProperty("负责人部门") | ||
| 53 | + private String ownerUserDeptName; | ||
| 54 | + | ||
| 55 | + @Schema(description = "商机状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714") | ||
| 56 | + private Long statusTypeId; | ||
| 57 | + @Schema(description = "商机状组名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "进行中") | ||
| 58 | + @ExcelProperty("商机状态组") | ||
| 59 | + private String statusTypeName; | ||
| 60 | + | ||
| 61 | + @Schema(description = "商机状态编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320") | ||
| 62 | + private Long statusId; | ||
| 63 | + @Schema(description = "状态名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "跟进中") | ||
| 64 | + @ExcelProperty("商机状态") | ||
| 65 | + private String statusName; | ||
| 66 | + | ||
| 67 | + @Schema | ||
| 68 | + @ExcelProperty("结束状态") | ||
| 69 | + private Integer endStatus; | ||
| 70 | + | ||
| 71 | + @ExcelProperty("结束时的备注") | ||
| 72 | + private String endRemark; | ||
| 73 | + | ||
| 74 | + @Schema(description = "预计成交日期") | ||
| 75 | + @ExcelProperty("预计成交日期") | ||
| 76 | + private LocalDateTime dealTime; | ||
| 77 | + | ||
| 78 | + @Schema(description = "产品总金额", example = "12025") | ||
| 79 | + @ExcelProperty("产品总金额") | ||
| 80 | + private BigDecimal totalProductPrice; | ||
| 81 | + | ||
| 82 | + @Schema(description = "整单折扣") | ||
| 83 | + @ExcelProperty("整单折扣") | ||
| 84 | + private BigDecimal discountPercent; | ||
| 85 | + | ||
| 86 | + @Schema(description = "商机总金额", example = "12371") | ||
| 87 | + @ExcelProperty("商机总金额") | ||
| 88 | + private BigDecimal totalPrice; | ||
| 89 | + | ||
| 90 | + @Schema(description = "备注", example = "随便") | ||
| 91 | + @ExcelProperty("备注") | ||
| 92 | + private String remark; | ||
| 93 | + | ||
| 94 | + @Schema(description = "创建人", example = "1024") | ||
| 95 | + @ExcelProperty("创建人") | ||
| 96 | + private String creator; | ||
| 97 | + @Schema(description = "创建人名字", example = "芋道源码") | ||
| 98 | + @ExcelProperty("创建人名字") | ||
| 99 | + private String creatorName; | ||
| 100 | + | ||
| 101 | + @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED) | ||
| 102 | + @ExcelProperty("创建时间") | ||
| 103 | + private LocalDateTime createTime; | ||
| 104 | + | ||
| 105 | + @Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED) | ||
| 106 | + @ExcelProperty("更新时间") | ||
| 107 | + private LocalDateTime updateTime; | ||
| 108 | + | ||
| 109 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; | ||
| 2 | + | ||
| 3 | +import io.swagger.v3.oas.annotations.media.Schema; | ||
| 4 | +import lombok.Data; | ||
| 5 | + | ||
| 6 | +import java.math.BigDecimal; | ||
| 7 | + | ||
| 8 | +@Schema(description = "管理后台 - CRM 新增商机分析(按日期) VO") | ||
| 9 | +@Data | ||
| 10 | +public class CrmStatisticsBusinessSummaryByDateRespVO { | ||
| 11 | + | ||
| 12 | + @Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401") | ||
| 13 | + private String time; | ||
| 14 | + | ||
| 15 | + @Schema(description = "新增商机数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 16 | + private Integer businessCreateCount; | ||
| 17 | + | ||
| 18 | + @Schema(description = "新增商机金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 19 | + private BigDecimal businessDealCount; | ||
| 20 | + | ||
| 21 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; | ||
| 2 | + | ||
| 3 | +import cn.iocoder.yudao.framework.common.enums.DateIntervalEnum; | ||
| 4 | +import cn.iocoder.yudao.framework.common.pojo.PageParam; | ||
| 5 | +import cn.iocoder.yudao.framework.common.validation.InEnum; | ||
| 6 | +import io.swagger.v3.oas.annotations.media.Schema; | ||
| 7 | +import jakarta.validation.constraints.NotNull; | ||
| 8 | +import lombok.Data; | ||
| 9 | +import lombok.EqualsAndHashCode; | ||
| 10 | +import lombok.ToString; | ||
| 11 | +import org.springframework.format.annotation.DateTimeFormat; | ||
| 12 | + | ||
| 13 | +import java.time.LocalDateTime; | ||
| 14 | +import java.util.List; | ||
| 15 | + | ||
| 16 | +import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND; | ||
| 17 | + | ||
| 18 | +@Schema(description = "管理后台 - CRM 销售漏斗 Request VO") | ||
| 19 | +@Data | ||
| 20 | +@EqualsAndHashCode(callSuper = true) | ||
| 21 | +@ToString(callSuper = true) | ||
| 22 | +public class CrmStatisticsFunnelReqVO extends PageParam { | ||
| 23 | + | ||
| 24 | + @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 25 | + @NotNull(message = "部门 id 不能为空") | ||
| 26 | + private Long deptId; | ||
| 27 | + | ||
| 28 | + /** | ||
| 29 | + * 负责人用户 id, 当用户为空, 则计算部门下用户 | ||
| 30 | + */ | ||
| 31 | + @Schema(description = "负责人用户 id", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "1") | ||
| 32 | + private Long userId; | ||
| 33 | + | ||
| 34 | + /** | ||
| 35 | + * userIds 目前不用前端传递,目前是方便后端通过 deptId 读取编号后,设置回来 | ||
| 36 | + * 后续,可能会支持选择部分用户进行查询 | ||
| 37 | + */ | ||
| 38 | + @Schema(description = "负责人用户 id 集合", hidden = true, example = "2") | ||
| 39 | + private List<Long> userIds; | ||
| 40 | + | ||
| 41 | + @Schema(description = "时间间隔类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | ||
| 42 | + @InEnum(value = DateIntervalEnum.class, message = "时间间隔类型,必须是 {value}") | ||
| 43 | + private Integer interval; | ||
| 44 | + | ||
| 45 | + /** | ||
| 46 | + * 前端如果选择自定义时间, 那么前端传递起始-终止时间, 如果选择其他时间间隔类型, 则由后台计算起始-终止时间 | ||
| 47 | + * 并作为参数传递给Mapper | ||
| 48 | + */ | ||
| 49 | + @Schema(description = "时间范围", requiredMode = Schema.RequiredMode.NOT_REQUIRED) | ||
| 50 | + @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND) | ||
| 51 | + private LocalDateTime[] times; | ||
| 52 | + | ||
| 53 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
| 1 | package cn.iocoder.yudao.module.crm.dal.mysql.business; | 1 | package cn.iocoder.yudao.module.crm.dal.mysql.business; |
| 2 | 2 | ||
| 3 | +import cn.iocoder.yudao.framework.common.pojo.PageParam; | ||
| 3 | import cn.iocoder.yudao.framework.common.pojo.PageResult; | 4 | import cn.iocoder.yudao.framework.common.pojo.PageResult; |
| 4 | import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX; | 5 | import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX; |
| 5 | import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX; | 6 | import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX; |
| 6 | import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX; | 7 | import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX; |
| 7 | import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO; | 8 | import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO; |
| 8 | import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; | 9 | import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; |
| 9 | -import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO; | ||
| 10 | import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum; | 10 | import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum; |
| 11 | import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils; | 11 | import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils; |
| 12 | import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper; | 12 | import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper; |
| 13 | import org.apache.ibatis.annotations.Mapper; | 13 | import org.apache.ibatis.annotations.Mapper; |
| 14 | 14 | ||
| 15 | +import java.time.LocalDateTime; | ||
| 15 | import java.util.Collection; | 16 | import java.util.Collection; |
| 16 | import java.util.List; | 17 | import java.util.List; |
| 17 | 18 | ||
| @@ -59,10 +60,36 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> { | @@ -59,10 +60,36 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> { | ||
| 59 | return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId); | 60 | return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId); |
| 60 | } | 61 | } |
| 61 | 62 | ||
| 62 | - default List<CrmBusinessDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId){ | 63 | + default List<CrmBusinessDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) { |
| 63 | return selectList(new LambdaQueryWrapperX<CrmBusinessDO>() | 64 | return selectList(new LambdaQueryWrapperX<CrmBusinessDO>() |
| 64 | .eq(CrmBusinessDO::getCustomerId, customerId) | 65 | .eq(CrmBusinessDO::getCustomerId, customerId) |
| 65 | .eq(CrmBusinessDO::getOwnerUserId, ownerUserId)); | 66 | .eq(CrmBusinessDO::getOwnerUserId, ownerUserId)); |
| 66 | } | 67 | } |
| 67 | 68 | ||
| 69 | + default Long selectCountByOwnerUserIdsAndEndStatus(Collection<Long> ownerUserIds, LocalDateTime[] times, Integer endStatus) { | ||
| 70 | + return selectCount(new LambdaQueryWrapperX<CrmBusinessDO>() | ||
| 71 | + .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) | ||
| 72 | + .eqIfPresent(CrmBusinessDO::getEndStatus, endStatus) | ||
| 73 | + .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); | ||
| 74 | + } | ||
| 75 | + | ||
| 76 | + default List<CrmBusinessDO> selectListByOwnerUserIdsAndEndStatusNotNull(Collection<Long> ownerUserIds, LocalDateTime[] times) { | ||
| 77 | + return selectList(new LambdaQueryWrapperX<CrmBusinessDO>() | ||
| 78 | + .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) | ||
| 79 | + .betweenIfPresent(CrmBusinessDO::getCreateTime, times) | ||
| 80 | + .isNotNull(CrmBusinessDO::getEndStatus)); | ||
| 81 | + } | ||
| 82 | + | ||
| 83 | + default List<CrmBusinessDO> selectListByOwnerUserIdsAndDate(Collection<Long> ownerUserIds, LocalDateTime[] times) { | ||
| 84 | + return selectList(new LambdaQueryWrapperX<CrmBusinessDO>() | ||
| 85 | + .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) | ||
| 86 | + .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); | ||
| 87 | + } | ||
| 88 | + | ||
| 89 | + default PageResult<CrmBusinessDO> selectPage(Collection<Long> ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize) { | ||
| 90 | + return selectPage(new PageParam().setPageNo(pageNo).setPageSize(pageSize), new LambdaQueryWrapperX<CrmBusinessDO>() | ||
| 91 | + .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) | ||
| 92 | + .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); | ||
| 93 | + } | ||
| 94 | + | ||
| 68 | } | 95 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java
| @@ -19,9 +19,11 @@ import org.apache.ibatis.annotations.Mapper; | @@ -19,9 +19,11 @@ import org.apache.ibatis.annotations.Mapper; | ||
| 19 | import org.springframework.lang.Nullable; | 19 | import org.springframework.lang.Nullable; |
| 20 | import org.springframework.util.Assert; | 20 | import org.springframework.util.Assert; |
| 21 | 21 | ||
| 22 | +import javax.management.ObjectName; | ||
| 22 | import java.time.LocalDateTime; | 23 | import java.time.LocalDateTime; |
| 23 | import java.util.Collection; | 24 | import java.util.Collection; |
| 24 | import java.util.List; | 25 | import java.util.List; |
| 26 | +import java.util.Set; | ||
| 25 | 27 | ||
| 26 | /** | 28 | /** |
| 27 | * 客户 Mapper | 29 | * 客户 Mapper |
| @@ -186,4 +188,10 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> { | @@ -186,4 +188,10 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> { | ||
| 186 | return selectCount(query); | 188 | return selectCount(query); |
| 187 | } | 189 | } |
| 188 | 190 | ||
| 191 | + default Long selectCountByOwnerUserIds(Collection<Long> ownerUserIds, LocalDateTime[] times){ | ||
| 192 | + return selectCount(new LambdaQueryWrapperX<CrmCustomerDO>() | ||
| 193 | + .in(CrmCustomerDO::getOwnerUserId, ownerUserIds) | ||
| 194 | + .betweenIfPresent(CrmCustomerDO::getCreateTime, times)); | ||
| 195 | + } | ||
| 196 | + | ||
| 189 | } | 197 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.dal.mysql.statistics; | ||
| 2 | + | ||
| 3 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByDateRespVO; | ||
| 4 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO; | ||
| 5 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; | ||
| 6 | +import org.apache.ibatis.annotations.Mapper; | ||
| 7 | + | ||
| 8 | +import java.util.List; | ||
| 9 | + | ||
| 10 | +/** | ||
| 11 | + * CRM 销售漏斗 Mapper | ||
| 12 | + * | ||
| 13 | + * @author HUIHUI | ||
| 14 | + */ | ||
| 15 | +@Mapper | ||
| 16 | +public interface CrmStatisticsFunnelMapper { | ||
| 17 | + | ||
| 18 | + List<CrmStatisticsBusinessSummaryByDateRespVO> selectBusinessCreateCountGroupByDate(CrmStatisticsFunnelReqVO reqVO); | ||
| 19 | + | ||
| 20 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
| @@ -194,4 +194,42 @@ public interface CrmBusinessService { | @@ -194,4 +194,42 @@ public interface CrmBusinessService { | ||
| 194 | */ | 194 | */ |
| 195 | List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId); | 195 | List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId); |
| 196 | 196 | ||
| 197 | + /** | ||
| 198 | + * 获得商机数 | ||
| 199 | + * | ||
| 200 | + * @param ownerUserIds 负责人编号 | ||
| 201 | + * @param times 时间范围 | ||
| 202 | + * @param endStatus 商机结束状态 | ||
| 203 | + * @return 商机数 | ||
| 204 | + */ | ||
| 205 | + Long getBusinessCountByOwnerUserIdsAndEndStatus(List<Long> ownerUserIds, LocalDateTime[] times, Integer endStatus); | ||
| 206 | + | ||
| 207 | + /** | ||
| 208 | + * 获得商机列表【数据统计】 | ||
| 209 | + * | ||
| 210 | + * @param ownerUserIds 负责人编号 | ||
| 211 | + * @param times 时间范围 | ||
| 212 | + * @return 商机列表 | ||
| 213 | + */ | ||
| 214 | + List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndEndStatusNotNull(List<Long> ownerUserIds, LocalDateTime[] times); | ||
| 215 | + | ||
| 216 | + /** | ||
| 217 | + * 获得商机列表【数据统计】 | ||
| 218 | + * | ||
| 219 | + * @param ownerUserIds 负责人编号 | ||
| 220 | + * @param times 时间范围 | ||
| 221 | + * @return 商机列表 | ||
| 222 | + */ | ||
| 223 | + List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndDate(List<Long> ownerUserIds, LocalDateTime[] times); | ||
| 224 | + | ||
| 225 | + /** | ||
| 226 | + * 商机分页【数据统计】 | ||
| 227 | + * @param ownerUserIds 负责人编号 | ||
| 228 | + * @param times 时间范围 | ||
| 229 | + * @param pageNo 页码 | ||
| 230 | + * @param pageSize 数量 | ||
| 231 | + * @return 商机分页 | ||
| 232 | + */ | ||
| 233 | + PageResult<CrmBusinessDO> getBusinessPageByDate(List<Long> ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize); | ||
| 234 | + | ||
| 197 | } | 235 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
| @@ -375,4 +375,34 @@ public class CrmBusinessServiceImpl implements CrmBusinessService { | @@ -375,4 +375,34 @@ public class CrmBusinessServiceImpl implements CrmBusinessService { | ||
| 375 | return businessMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId); | 375 | return businessMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId); |
| 376 | } | 376 | } |
| 377 | 377 | ||
| 378 | + @Override | ||
| 379 | + public Long getBusinessCountByOwnerUserIdsAndEndStatus(List<Long> ownerUserIds, LocalDateTime[] times, Integer endStatus) { | ||
| 380 | + if (CollUtil.isEmpty(ownerUserIds)) { | ||
| 381 | + return 0L; | ||
| 382 | + } | ||
| 383 | + return businessMapper.selectCountByOwnerUserIdsAndEndStatus(convertSet(ownerUserIds), times, endStatus); | ||
| 384 | + } | ||
| 385 | + | ||
| 386 | + @Override | ||
| 387 | + public List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndEndStatusNotNull(List<Long> ownerUserIds, LocalDateTime[] times) { | ||
| 388 | + if (CollUtil.isEmpty(ownerUserIds)) { | ||
| 389 | + return Collections.emptyList(); | ||
| 390 | + } | ||
| 391 | + return businessMapper.selectListByOwnerUserIdsAndEndStatusNotNull(convertSet(ownerUserIds), times); | ||
| 392 | + } | ||
| 393 | + | ||
| 394 | + @Override | ||
| 395 | + public List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndDate(List<Long> ownerUserIds, LocalDateTime[] times) { | ||
| 396 | + if (CollUtil.isEmpty(ownerUserIds)) { | ||
| 397 | + return Collections.emptyList(); | ||
| 398 | + } | ||
| 399 | + | ||
| 400 | + return businessMapper.selectListByOwnerUserIdsAndDate(convertSet(ownerUserIds), times); | ||
| 401 | + } | ||
| 402 | + | ||
| 403 | + @Override | ||
| 404 | + public PageResult<CrmBusinessDO> getBusinessPageByDate(List<Long> ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize) { | ||
| 405 | + return businessMapper.selectPage(ownerUserIds, times, pageNo, pageSize); | ||
| 406 | + } | ||
| 407 | + | ||
| 378 | } | 408 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
| @@ -39,7 +39,7 @@ public interface CrmCustomerService { | @@ -39,7 +39,7 @@ public interface CrmCustomerService { | ||
| 39 | /** | 39 | /** |
| 40 | * 更新客户的跟进状态 | 40 | * 更新客户的跟进状态 |
| 41 | * | 41 | * |
| 42 | - * @param id 编号 | 42 | + * @param id 编号 |
| 43 | * @param dealStatus 跟进状态 | 43 | * @param dealStatus 跟进状态 |
| 44 | */ | 44 | */ |
| 45 | void updateCustomerDealStatus(Long id, Boolean dealStatus); | 45 | void updateCustomerDealStatus(Long id, Boolean dealStatus); |
| @@ -47,8 +47,8 @@ public interface CrmCustomerService { | @@ -47,8 +47,8 @@ public interface CrmCustomerService { | ||
| 47 | /** | 47 | /** |
| 48 | * 更新客户相关的跟进信息 | 48 | * 更新客户相关的跟进信息 |
| 49 | * | 49 | * |
| 50 | - * @param id 编号 | ||
| 51 | - * @param contactNextTime 下次联系时间 | 50 | + * @param id 编号 |
| 51 | + * @param contactNextTime 下次联系时间 | ||
| 52 | * @param contactLastContent 最后联系内容 | 52 | * @param contactLastContent 最后联系内容 |
| 53 | */ | 53 | */ |
| 54 | void updateCustomerFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent); | 54 | void updateCustomerFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent); |
| @@ -99,8 +99,8 @@ public interface CrmCustomerService { | @@ -99,8 +99,8 @@ public interface CrmCustomerService { | ||
| 99 | /** | 99 | /** |
| 100 | * 获得放入公海提醒的客户分页 | 100 | * 获得放入公海提醒的客户分页 |
| 101 | * | 101 | * |
| 102 | - * @param pageVO 分页查询 | ||
| 103 | - * @param userId 用户编号 | 102 | + * @param pageVO 分页查询 |
| 103 | + * @param userId 用户编号 | ||
| 104 | * @return 客户分页 | 104 | * @return 客户分页 |
| 105 | */ | 105 | */ |
| 106 | PageResult<CrmCustomerDO> getPutPoolRemindCustomerPage(CrmCustomerPageReqVO pageVO, Long userId); | 106 | PageResult<CrmCustomerDO> getPutPoolRemindCustomerPage(CrmCustomerPageReqVO pageVO, Long userId); |
| @@ -108,7 +108,7 @@ public interface CrmCustomerService { | @@ -108,7 +108,7 @@ public interface CrmCustomerService { | ||
| 108 | /** | 108 | /** |
| 109 | * 获得待进入公海的客户数量 | 109 | * 获得待进入公海的客户数量 |
| 110 | * | 110 | * |
| 111 | - * @param userId 用户编号 | 111 | + * @param userId 用户编号 |
| 112 | * @return 提醒数量 | 112 | * @return 提醒数量 |
| 113 | */ | 113 | */ |
| 114 | Long getPutPoolRemindCustomerCount(Long userId); | 114 | Long getPutPoolRemindCustomerCount(Long userId); |
| @@ -195,4 +195,13 @@ public interface CrmCustomerService { | @@ -195,4 +195,13 @@ public interface CrmCustomerService { | ||
| 195 | */ | 195 | */ |
| 196 | int autoPutCustomerPool(); | 196 | int autoPutCustomerPool(); |
| 197 | 197 | ||
| 198 | + /** | ||
| 199 | + * 获得客户数 | ||
| 200 | + * | ||
| 201 | + * @param ownerUserIds 负责人编号 | ||
| 202 | + * @param times 时间范围 | ||
| 203 | + * @return 客户数 | ||
| 204 | + */ | ||
| 205 | + Long getCustomerCountByOwnerUserIds(List<Long> ownerUserIds, LocalDateTime[] times); | ||
| 206 | + | ||
| 198 | } | 207 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
| @@ -47,6 +47,7 @@ import java.time.LocalDateTime; | @@ -47,6 +47,7 @@ import java.time.LocalDateTime; | ||
| 47 | import java.util.*; | 47 | import java.util.*; |
| 48 | 48 | ||
| 49 | import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception; | 49 | import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception; |
| 50 | +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet; | ||
| 50 | import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.filterList; | 51 | import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.filterList; |
| 51 | import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*; | 52 | import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*; |
| 52 | import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*; | 53 | import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*; |
| @@ -650,6 +651,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService { | @@ -650,6 +651,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService { | ||
| 650 | } | 651 | } |
| 651 | } | 652 | } |
| 652 | 653 | ||
| 654 | + @Override | ||
| 655 | + public Long getCustomerCountByOwnerUserIds(List<Long> ownerUserIds, LocalDateTime[] times) { | ||
| 656 | + if (CollUtil.isEmpty(ownerUserIds)) { | ||
| 657 | + return 0L; | ||
| 658 | + } | ||
| 659 | + return customerMapper.selectCountByOwnerUserIds(convertSet(ownerUserIds), times); | ||
| 660 | + } | ||
| 661 | + | ||
| 653 | /** | 662 | /** |
| 654 | * 获得自身的代理对象,解决 AOP 生效问题 | 663 | * 获得自身的代理对象,解决 AOP 生效问题 |
| 655 | * | 664 | * |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.service.statistics; | ||
| 2 | + | ||
| 3 | +import cn.iocoder.yudao.framework.common.pojo.PageResult; | ||
| 4 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; | ||
| 5 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; | ||
| 6 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO; | ||
| 7 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; | ||
| 8 | +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; | ||
| 9 | + | ||
| 10 | +import java.util.List; | ||
| 11 | + | ||
| 12 | +/** | ||
| 13 | + * CRM 销售漏斗分析 Service | ||
| 14 | + * | ||
| 15 | + * @author HUIHUI | ||
| 16 | + */ | ||
| 17 | +public interface CrmStatisticsFunnelService { | ||
| 18 | + | ||
| 19 | + /** | ||
| 20 | + * 获得销售漏斗数据 | ||
| 21 | + * | ||
| 22 | + * @param reqVO 请求 | ||
| 23 | + * @return 销售漏斗数据 | ||
| 24 | + */ | ||
| 25 | + CrmStatisticFunnelRespVO getFunnelSummary(CrmStatisticsFunnelReqVO reqVO); | ||
| 26 | + | ||
| 27 | + /** | ||
| 28 | + * 获得商机结束状态统计 | ||
| 29 | + * | ||
| 30 | + * @param reqVO 请求 | ||
| 31 | + * @return 商机结束状态统计 | ||
| 32 | + */ | ||
| 33 | + List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO); | ||
| 34 | + | ||
| 35 | + /** | ||
| 36 | + * 获取新增商机分析(按日期) | ||
| 37 | + * | ||
| 38 | + * @param reqVO 请求 | ||
| 39 | + * @return 新增商机分析 | ||
| 40 | + */ | ||
| 41 | + List<CrmStatisticsBusinessSummaryByDateRespVO> getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO); | ||
| 42 | + | ||
| 43 | + /** | ||
| 44 | + * 获得商机分页(按日期) | ||
| 45 | + * | ||
| 46 | + * @param pageVO 请求 | ||
| 47 | + * @return 商机分页 | ||
| 48 | + */ | ||
| 49 | + PageResult<CrmBusinessDO> getBusinessPageByDate(CrmStatisticsFunnelReqVO pageVO); | ||
| 50 | + | ||
| 51 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java
0 → 100644
| 1 | +package cn.iocoder.yudao.module.crm.service.statistics; | ||
| 2 | + | ||
| 3 | +import cn.hutool.core.collection.CollUtil; | ||
| 4 | +import cn.hutool.core.util.ObjUtil; | ||
| 5 | +import cn.iocoder.yudao.framework.common.pojo.PageResult; | ||
| 6 | +import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils; | ||
| 7 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; | ||
| 8 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; | ||
| 9 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO; | ||
| 10 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; | ||
| 11 | +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; | ||
| 12 | +import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper; | ||
| 13 | +import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum; | ||
| 14 | +import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService; | ||
| 15 | +import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService; | ||
| 16 | +import cn.iocoder.yudao.module.system.api.dept.DeptApi; | ||
| 17 | +import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO; | ||
| 18 | +import cn.iocoder.yudao.module.system.api.user.AdminUserApi; | ||
| 19 | +import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO; | ||
| 20 | +import jakarta.annotation.Resource; | ||
| 21 | +import org.springframework.stereotype.Service; | ||
| 22 | + | ||
| 23 | +import java.math.BigDecimal; | ||
| 24 | +import java.time.LocalDateTime; | ||
| 25 | +import java.time.format.DateTimeFormatter; | ||
| 26 | +import java.util.Collections; | ||
| 27 | +import java.util.List; | ||
| 28 | +import java.util.Map; | ||
| 29 | +import java.util.stream.Collectors; | ||
| 30 | + | ||
| 31 | +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*; | ||
| 32 | +import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY; | ||
| 33 | + | ||
| 34 | +/** | ||
| 35 | + * CRM 销售漏斗分析 Service 实现类 | ||
| 36 | + * | ||
| 37 | + * @author HUIHUI | ||
| 38 | + */ | ||
| 39 | +@Service | ||
| 40 | +public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelService { | ||
| 41 | + | ||
| 42 | + @Resource | ||
| 43 | + private CrmStatisticsFunnelMapper funnelMapper; | ||
| 44 | + | ||
| 45 | + @Resource | ||
| 46 | + private AdminUserApi adminUserApi; | ||
| 47 | + @Resource | ||
| 48 | + private CrmCustomerService customerService; | ||
| 49 | + @Resource | ||
| 50 | + private CrmBusinessService businessService; | ||
| 51 | + @Resource | ||
| 52 | + private DeptApi deptApi; | ||
| 53 | + | ||
| 54 | + @Override | ||
| 55 | + public CrmStatisticFunnelRespVO getFunnelSummary(CrmStatisticsFunnelReqVO reqVO) { | ||
| 56 | + // 1. 获得用户编号数组 | ||
| 57 | + List<Long> userIds = getUserIds(reqVO); | ||
| 58 | + if (CollUtil.isEmpty(userIds)) { | ||
| 59 | + return null; | ||
| 60 | + } | ||
| 61 | + reqVO.setUserIds(userIds); | ||
| 62 | + | ||
| 63 | + // 2. 获得漏斗数据 | ||
| 64 | + return new CrmStatisticFunnelRespVO( | ||
| 65 | + customerService.getCustomerCountByOwnerUserIds(userIds, reqVO.getTimes()), | ||
| 66 | + businessService.getBusinessCountByOwnerUserIdsAndEndStatus(userIds, reqVO.getTimes(), null), | ||
| 67 | + businessService.getBusinessCountByOwnerUserIdsAndEndStatus(userIds, reqVO.getTimes(), CrmBusinessEndStatusEnum.WIN.getStatus()) | ||
| 68 | + ); | ||
| 69 | + } | ||
| 70 | + | ||
| 71 | + @Override | ||
| 72 | + public List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO) { | ||
| 73 | + // 1. 获得用户编号数组 | ||
| 74 | + reqVO.setUserIds(getUserIds(reqVO)); | ||
| 75 | + if (CollUtil.isEmpty(reqVO.getUserIds())) { | ||
| 76 | + return Collections.emptyList(); | ||
| 77 | + } | ||
| 78 | + | ||
| 79 | + // 2.1 获得用户负责的商机 | ||
| 80 | + List<CrmBusinessDO> businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(reqVO.getUserIds(), reqVO.getTimes()); | ||
| 81 | + // 2.2 统计各阶段数据 | ||
| 82 | + Map<Integer, List<CrmBusinessDO>> businessMap = convertMultiMap(businessList, CrmBusinessDO::getEndStatus); | ||
| 83 | + return convertList(CrmBusinessEndStatusEnum.values(), endStatusEnum -> { | ||
| 84 | + List<CrmBusinessDO> list = businessMap.get(endStatusEnum.getStatus()); | ||
| 85 | + if (CollUtil.isEmpty(list)) { | ||
| 86 | + return new CrmStatisticBusinessEndStatusRespVO(endStatusEnum.getStatus(), 0L, BigDecimal.ZERO); | ||
| 87 | + } | ||
| 88 | + return new CrmStatisticBusinessEndStatusRespVO(endStatusEnum.getStatus(), (long) list.size(), | ||
| 89 | + getSumValue(list, CrmBusinessDO::getTotalPrice, BigDecimal::add)); | ||
| 90 | + }); | ||
| 91 | + } | ||
| 92 | + | ||
| 93 | + @Override | ||
| 94 | + public List<CrmStatisticsBusinessSummaryByDateRespVO> getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO) { | ||
| 95 | + // 1. 获得用户编号数组 | ||
| 96 | + reqVO.setUserIds(getUserIds(reqVO)); | ||
| 97 | + if (CollUtil.isEmpty(reqVO.getUserIds())) { | ||
| 98 | + return Collections.emptyList(); | ||
| 99 | + } | ||
| 100 | + | ||
| 101 | + // 2. 按天统计,获取分项统计数据 | ||
| 102 | + List<CrmStatisticsBusinessSummaryByDateRespVO> businessCreateCountList = funnelMapper.selectBusinessCreateCountGroupByDate(reqVO); | ||
| 103 | + List<CrmBusinessDO> businessList = businessService.getBusinessListByOwnerUserIdsAndDate(reqVO.getUserIds(), reqVO.getTimes()); | ||
| 104 | + Map<String, BigDecimal> businessDealCountMap = businessList.stream().collect(Collectors.groupingBy(business -> | ||
| 105 | + business.getCreateTime().format(DateTimeFormatter.ofPattern(FORMAT_YEAR_MONTH_DAY)), | ||
| 106 | + Collectors.reducing(BigDecimal.ZERO, CrmBusinessDO::getTotalPrice, BigDecimal::add))); | ||
| 107 | + | ||
| 108 | + // 3. 按照日期间隔,合并数据 | ||
| 109 | + List<LocalDateTime[]> timeRanges = LocalDateTimeUtils.getDateRangeList(reqVO.getTimes()[0], reqVO.getTimes()[1], reqVO.getInterval()); | ||
| 110 | + return convertList(timeRanges, times -> { | ||
| 111 | + Integer businessCreateCount = businessCreateCountList.stream() | ||
| 112 | + .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime())) | ||
| 113 | + .mapToInt(CrmStatisticsBusinessSummaryByDateRespVO::getBusinessCreateCount).sum(); | ||
| 114 | + BigDecimal businessDealCount = businessDealCountMap.entrySet().stream() | ||
| 115 | + .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getKey())) | ||
| 116 | + .map(Map.Entry::getValue) | ||
| 117 | + .reduce(BigDecimal.ZERO, BigDecimal::add); | ||
| 118 | + return new CrmStatisticsBusinessSummaryByDateRespVO() | ||
| 119 | + .setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval())) | ||
| 120 | + .setBusinessCreateCount(businessCreateCount).setBusinessDealCount(businessDealCount); | ||
| 121 | + }); | ||
| 122 | + } | ||
| 123 | + | ||
| 124 | + @Override | ||
| 125 | + public PageResult<CrmBusinessDO> getBusinessPageByDate(CrmStatisticsFunnelReqVO pageVO) { | ||
| 126 | + // 1. 获得用户编号数组 | ||
| 127 | + pageVO.setUserIds(getUserIds(pageVO)); | ||
| 128 | + if (CollUtil.isEmpty(pageVO.getUserIds())) { | ||
| 129 | + return PageResult.empty(); | ||
| 130 | + } | ||
| 131 | + | ||
| 132 | + return businessService.getBusinessPageByDate(pageVO.getUserIds(), pageVO.getTimes(), pageVO.getPageNo(), pageVO.getPageSize()); | ||
| 133 | + } | ||
| 134 | + | ||
| 135 | + /** | ||
| 136 | + * 获取用户编号数组。如果用户编号为空, 则获得部门下的用户编号数组,包括子部门的所有用户编号 | ||
| 137 | + * | ||
| 138 | + * @param reqVO 请求参数 | ||
| 139 | + * @return 用户编号数组 | ||
| 140 | + */ | ||
| 141 | + private List<Long> getUserIds(CrmStatisticsFunnelReqVO reqVO) { | ||
| 142 | + // 情况一:选中某个用户 | ||
| 143 | + if (ObjUtil.isNotNull(reqVO.getUserId())) { | ||
| 144 | + return List.of(reqVO.getUserId()); | ||
| 145 | + } | ||
| 146 | + // 情况二:选中某个部门 | ||
| 147 | + // 2.1 获得部门列表 | ||
| 148 | + List<Long> deptIds = convertList(deptApi.getChildDeptList(reqVO.getDeptId()), DeptRespDTO::getId); | ||
| 149 | + deptIds.add(reqVO.getDeptId()); | ||
| 150 | + // 2.2 获得用户编号 | ||
| 151 | + return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId); | ||
| 152 | + } | ||
| 153 | + | ||
| 154 | +} |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPortraitServiceImpl.java
| @@ -20,7 +20,6 @@ import java.util.Map; | @@ -20,7 +20,6 @@ import java.util.Map; | ||
| 20 | 20 | ||
| 21 | import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList; | 21 | import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList; |
| 22 | import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap; | 22 | import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap; |
| 23 | -import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen; | ||
| 24 | 23 | ||
| 25 | /** | 24 | /** |
| 26 | * CRM 客户画像 Service 实现类 | 25 | * CRM 客户画像 Service 实现类 |
| @@ -55,15 +54,18 @@ public class CrmStatisticsPortraitServiceImpl implements CrmStatisticsPortraitSe | @@ -55,15 +54,18 @@ public class CrmStatisticsPortraitServiceImpl implements CrmStatisticsPortraitSe | ||
| 55 | 54 | ||
| 56 | // 3. 拼接数据 | 55 | // 3. 拼接数据 |
| 57 | List<Area> areaList = AreaUtils.getByType(AreaTypeEnum.PROVINCE, area -> area); | 56 | List<Area> areaList = AreaUtils.getByType(AreaTypeEnum.PROVINCE, area -> area); |
| 58 | - areaList.add(new Area().setId(null).setName("未知")); // TODO @puhui999:是不是 65 find 的逻辑改下;不用 findAndThen,直接从 areaMap 拿;拿到就设置,不拿到就设置 null 和 未知;这样,58 本行可以删除掉完事了;这样代码更简单和一致 | ||
| 59 | Map<Integer, Area> areaMap = convertMap(areaList, Area::getId); | 57 | Map<Integer, Area> areaMap = convertMap(areaList, Area::getId); |
| 60 | return convertList(list, item -> { | 58 | return convertList(list, item -> { |
| 61 | Integer parentId = AreaUtils.getParentIdByType(item.getAreaId(), AreaTypeEnum.PROVINCE); | 59 | Integer parentId = AreaUtils.getParentIdByType(item.getAreaId(), AreaTypeEnum.PROVINCE); |
| 62 | - if (parentId == null) { // 找不到,归到未知 | ||
| 63 | - return item.setAreaId(null).setAreaName("未知"); | 60 | + if (parentId != null) { |
| 61 | + Area area = areaMap.get(parentId); | ||
| 62 | + if (area != null) { | ||
| 63 | + item.setAreaId(parentId).setAreaName(area.getName()); | ||
| 64 | + return item; | ||
| 65 | + } | ||
| 64 | } | 66 | } |
| 65 | - findAndThen(areaMap, parentId, area -> item.setAreaId(parentId).setAreaName(area.getName())); | ||
| 66 | - return item; | 67 | + // 找不到,归到未知 |
| 68 | + return item.setAreaId(null).setAreaName("未知"); | ||
| 67 | }); | 69 | }); |
| 68 | } | 70 | } |
| 69 | 71 |
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml
0 → 100644
| 1 | +<?xml version="1.0" encoding="UTF-8"?> | ||
| 2 | +<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd"> | ||
| 3 | +<mapper namespace="cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper"> | ||
| 4 | + | ||
| 5 | + <select id="selectBusinessCreateCountGroupByDate" | ||
| 6 | + resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO"> | ||
| 7 | + SELECT DATE_FORMAT(create_time, '%Y-%m-%d') AS time, COUNT(*) AS businessCreateCount | ||
| 8 | + FROM crm_business | ||
| 9 | + WHERE deleted = 0 | ||
| 10 | + AND owner_user_id IN | ||
| 11 | + <foreach collection="userIds" item="userId" open="(" close=")" separator=","> | ||
| 12 | + #{userId} | ||
| 13 | + </foreach> | ||
| 14 | + AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND | ||
| 15 | + #{times[1],javaType=java.time.LocalDateTime} | ||
| 16 | + GROUP BY time | ||
| 17 | + </select> | ||
| 18 | + | ||
| 19 | +</mapper> |