Commit 20b4bfd1b03fbcca713aa7d107491f53d592be9f
1 parent
fc3cdc44
CRM: 完善新增商机分析
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11 changed files
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367 additions
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9 deletions
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java
| 1 | package cn.iocoder.yudao.module.crm.controller.admin.statistics; | 1 | package cn.iocoder.yudao.module.crm.controller.admin.statistics; |
| 2 | 2 | ||
| 3 | +import cn.hutool.core.collection.CollUtil; | ||
| 3 | import cn.iocoder.yudao.framework.common.pojo.CommonResult; | 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; | ||
| 4 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; | 10 | 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; | 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; | ||
| 6 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; | 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; | ||
| 7 | import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsFunnelService; | 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; | ||
| 8 | import io.swagger.v3.oas.annotations.Operation; | 26 | import io.swagger.v3.oas.annotations.Operation; |
| 9 | import io.swagger.v3.oas.annotations.tags.Tag; | 27 | import io.swagger.v3.oas.annotations.tags.Tag; |
| 10 | import jakarta.annotation.Resource; | 28 | import jakarta.annotation.Resource; |
| @@ -15,9 +33,14 @@ import org.springframework.web.bind.annotation.GetMapping; | @@ -15,9 +33,14 @@ import org.springframework.web.bind.annotation.GetMapping; | ||
| 15 | import org.springframework.web.bind.annotation.RequestMapping; | 33 | import org.springframework.web.bind.annotation.RequestMapping; |
| 16 | import org.springframework.web.bind.annotation.RestController; | 34 | import org.springframework.web.bind.annotation.RestController; |
| 17 | 35 | ||
| 36 | +import java.util.Collections; | ||
| 18 | import java.util.List; | 37 | import java.util.List; |
| 38 | +import java.util.Map; | ||
| 39 | +import java.util.stream.Stream; | ||
| 19 | 40 | ||
| 20 | import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success; | 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; | ||
| 21 | 44 | ||
| 22 | @Tag(name = "管理后台 - CRM 销售漏斗") | 45 | @Tag(name = "管理后台 - CRM 销售漏斗") |
| 23 | @RestController | 46 | @RestController |
| @@ -27,6 +50,19 @@ public class CrmStatisticsFunnelController { | @@ -27,6 +50,19 @@ public class CrmStatisticsFunnelController { | ||
| 27 | 50 | ||
| 28 | @Resource | 51 | @Resource |
| 29 | private CrmStatisticsFunnelService crmStatisticsFunnelService; | 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; | ||
| 30 | 66 | ||
| 31 | @GetMapping("/get-funnel-summary") | 67 | @GetMapping("/get-funnel-summary") |
| 32 | @Operation(summary = "获取销售漏斗统计数据", description = "用于【销售漏斗】页面") | 68 | @Operation(summary = "获取销售漏斗统计数据", description = "用于【销售漏斗】页面") |
| @@ -35,7 +71,6 @@ public class CrmStatisticsFunnelController { | @@ -35,7 +71,6 @@ public class CrmStatisticsFunnelController { | ||
| 35 | return success(crmStatisticsFunnelService.getFunnelSummary(reqVO)); | 71 | return success(crmStatisticsFunnelService.getFunnelSummary(reqVO)); |
| 36 | } | 72 | } |
| 37 | 73 | ||
| 38 | - | ||
| 39 | @GetMapping("/get-business-end-status-summary") | 74 | @GetMapping("/get-business-end-status-summary") |
| 40 | @Operation(summary = "获取商机结束状态统计", description = "用于【销售漏斗】页面") | 75 | @Operation(summary = "获取商机结束状态统计", description = "用于【销售漏斗】页面") |
| 41 | @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") | 76 | @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") |
| @@ -43,4 +78,53 @@ public class CrmStatisticsFunnelController { | @@ -43,4 +78,53 @@ public class CrmStatisticsFunnelController { | ||
| 43 | return success(crmStatisticsFunnelService.getBusinessEndStatusSummary(reqVO)); | 78 | return success(crmStatisticsFunnelService.getBusinessEndStatusSummary(reqVO)); |
| 44 | } | 79 | } |
| 45 | 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 | + | ||
| 46 | } | 130 | } |
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
| 1 | package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; | 1 | package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; |
| 2 | 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; | ||
| 3 | import io.swagger.v3.oas.annotations.media.Schema; | 6 | import io.swagger.v3.oas.annotations.media.Schema; |
| 4 | import jakarta.validation.constraints.NotNull; | 7 | import jakarta.validation.constraints.NotNull; |
| 5 | import lombok.Data; | 8 | import lombok.Data; |
| 9 | +import lombok.EqualsAndHashCode; | ||
| 10 | +import lombok.ToString; | ||
| 6 | import org.springframework.format.annotation.DateTimeFormat; | 11 | import org.springframework.format.annotation.DateTimeFormat; |
| 7 | 12 | ||
| 8 | import java.time.LocalDateTime; | 13 | import java.time.LocalDateTime; |
| @@ -12,7 +17,9 @@ import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_ | @@ -12,7 +17,9 @@ import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_ | ||
| 12 | 17 | ||
| 13 | @Schema(description = "管理后台 - CRM 销售漏斗 Request VO") | 18 | @Schema(description = "管理后台 - CRM 销售漏斗 Request VO") |
| 14 | @Data | 19 | @Data |
| 15 | -public class CrmStatisticsFunnelReqVO { | 20 | +@EqualsAndHashCode(callSuper = true) |
| 21 | +@ToString(callSuper = true) | ||
| 22 | +public class CrmStatisticsFunnelReqVO extends PageParam { | ||
| 16 | 23 | ||
| 17 | @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") | 24 | @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") |
| 18 | @NotNull(message = "部门 id 不能为空") | 25 | @NotNull(message = "部门 id 不能为空") |
| @@ -31,6 +38,10 @@ public class CrmStatisticsFunnelReqVO { | @@ -31,6 +38,10 @@ public class CrmStatisticsFunnelReqVO { | ||
| 31 | @Schema(description = "负责人用户 id 集合", hidden = true, example = "2") | 38 | @Schema(description = "负责人用户 id 集合", hidden = true, example = "2") |
| 32 | private List<Long> userIds; | 39 | private List<Long> userIds; |
| 33 | 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 | + | ||
| 34 | /** | 45 | /** |
| 35 | * 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 | 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 |
| 36 | * 并作为参数传递给Mapper | 47 | * 并作为参数传递给Mapper |
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; |
| @@ -14,7 +15,6 @@ import org.apache.ibatis.annotations.Mapper; | @@ -14,7 +15,6 @@ import org.apache.ibatis.annotations.Mapper; | ||
| 14 | import java.time.LocalDateTime; | 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 | -import java.util.Set; | ||
| 18 | 18 | ||
| 19 | /** | 19 | /** |
| 20 | * 商机 Mapper | 20 | * 商机 Mapper |
| @@ -73,11 +73,23 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> { | @@ -73,11 +73,23 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> { | ||
| 73 | .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); | 73 | .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); |
| 74 | } | 74 | } |
| 75 | 75 | ||
| 76 | - default List<CrmBusinessDO> selectListByOwnerUserIdsAndEndStatusNotNull(Collection<Long> ownerUserIds, LocalDateTime[] times){ | 76 | + default List<CrmBusinessDO> selectListByOwnerUserIdsAndEndStatusNotNull(Collection<Long> ownerUserIds, LocalDateTime[] times) { |
| 77 | return selectList(new LambdaQueryWrapperX<CrmBusinessDO>() | 77 | return selectList(new LambdaQueryWrapperX<CrmBusinessDO>() |
| 78 | .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) | 78 | .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) |
| 79 | .betweenIfPresent(CrmBusinessDO::getCreateTime, times) | 79 | .betweenIfPresent(CrmBusinessDO::getCreateTime, times) |
| 80 | .isNotNull(CrmBusinessDO::getEndStatus)); | 80 | .isNotNull(CrmBusinessDO::getEndStatus)); |
| 81 | } | 81 | } |
| 82 | 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 | + | ||
| 83 | } | 95 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java
| 1 | package cn.iocoder.yudao.module.crm.dal.mysql.statistics; | 1 | package cn.iocoder.yudao.module.crm.dal.mysql.statistics; |
| 2 | 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; | ||
| 3 | import org.apache.ibatis.annotations.Mapper; | 6 | import org.apache.ibatis.annotations.Mapper; |
| 4 | 7 | ||
| 8 | +import java.util.List; | ||
| 9 | + | ||
| 5 | /** | 10 | /** |
| 6 | * CRM 销售漏斗 Mapper | 11 | * CRM 销售漏斗 Mapper |
| 7 | * | 12 | * |
| @@ -10,5 +15,6 @@ import org.apache.ibatis.annotations.Mapper; | @@ -10,5 +15,6 @@ import org.apache.ibatis.annotations.Mapper; | ||
| 10 | @Mapper | 15 | @Mapper |
| 11 | public interface CrmStatisticsFunnelMapper { | 16 | public interface CrmStatisticsFunnelMapper { |
| 12 | 17 | ||
| 18 | + List<CrmStatisticsBusinessSummaryByDateRespVO> selectBusinessCreateCountGroupByDate(CrmStatisticsFunnelReqVO reqVO); | ||
| 13 | 19 | ||
| 14 | } | 20 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
| @@ -213,4 +213,23 @@ public interface CrmBusinessService { | @@ -213,4 +213,23 @@ public interface CrmBusinessService { | ||
| 213 | */ | 213 | */ |
| 214 | List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndEndStatusNotNull(List<Long> ownerUserIds, LocalDateTime[] times); | 214 | List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndEndStatusNotNull(List<Long> ownerUserIds, LocalDateTime[] times); |
| 215 | 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 | + | ||
| 216 | } | 235 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
| @@ -391,4 +391,18 @@ public class CrmBusinessServiceImpl implements CrmBusinessService { | @@ -391,4 +391,18 @@ public class CrmBusinessServiceImpl implements CrmBusinessService { | ||
| 391 | return businessMapper.selectListByOwnerUserIdsAndEndStatusNotNull(convertSet(ownerUserIds), times); | 391 | return businessMapper.selectListByOwnerUserIdsAndEndStatusNotNull(convertSet(ownerUserIds), times); |
| 392 | } | 392 | } |
| 393 | 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 | + | ||
| 394 | } | 408 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java
| 1 | package cn.iocoder.yudao.module.crm.service.statistics; | 1 | package cn.iocoder.yudao.module.crm.service.statistics; |
| 2 | 2 | ||
| 3 | +import cn.iocoder.yudao.framework.common.pojo.PageResult; | ||
| 3 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; | 4 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; |
| 4 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; | 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; | ||
| 5 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; | 7 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; |
| 8 | +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; | ||
| 6 | 9 | ||
| 7 | import java.util.List; | 10 | import java.util.List; |
| 8 | 11 | ||
| @@ -29,4 +32,20 @@ public interface CrmStatisticsFunnelService { | @@ -29,4 +32,20 @@ public interface CrmStatisticsFunnelService { | ||
| 29 | */ | 32 | */ |
| 30 | List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO); | 33 | List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO); |
| 31 | 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 | + | ||
| 32 | } | 51 | } |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java
| @@ -2,8 +2,11 @@ package cn.iocoder.yudao.module.crm.service.statistics; | @@ -2,8 +2,11 @@ package cn.iocoder.yudao.module.crm.service.statistics; | ||
| 2 | 2 | ||
| 3 | import cn.hutool.core.collection.CollUtil; | 3 | import cn.hutool.core.collection.CollUtil; |
| 4 | import cn.hutool.core.util.ObjUtil; | 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; | ||
| 5 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; | 7 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; |
| 6 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; | 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; | ||
| 7 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; | 10 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; |
| 8 | import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; | 11 | import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; |
| 9 | import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper; | 12 | import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper; |
| @@ -18,10 +21,15 @@ import jakarta.annotation.Resource; | @@ -18,10 +21,15 @@ import jakarta.annotation.Resource; | ||
| 18 | import org.springframework.stereotype.Service; | 21 | import org.springframework.stereotype.Service; |
| 19 | 22 | ||
| 20 | import java.math.BigDecimal; | 23 | import java.math.BigDecimal; |
| 24 | +import java.time.LocalDateTime; | ||
| 25 | +import java.time.format.DateTimeFormatter; | ||
| 26 | +import java.util.Collections; | ||
| 21 | import java.util.List; | 27 | import java.util.List; |
| 22 | import java.util.Map; | 28 | import java.util.Map; |
| 29 | +import java.util.stream.Collectors; | ||
| 23 | 30 | ||
| 24 | import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*; | 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; | ||
| 25 | 33 | ||
| 26 | /** | 34 | /** |
| 27 | * CRM 销售漏斗分析 Service 实现类 | 35 | * CRM 销售漏斗分析 Service 实现类 |
| @@ -63,14 +71,13 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic | @@ -63,14 +71,13 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic | ||
| 63 | @Override | 71 | @Override |
| 64 | public List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO) { | 72 | public List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO) { |
| 65 | // 1. 获得用户编号数组 | 73 | // 1. 获得用户编号数组 |
| 66 | - List<Long> userIds = getUserIds(reqVO); | ||
| 67 | - if (CollUtil.isEmpty(userIds)) { | ||
| 68 | - return null; | 74 | + reqVO.setUserIds(getUserIds(reqVO)); |
| 75 | + if (CollUtil.isEmpty(reqVO.getUserIds())) { | ||
| 76 | + return Collections.emptyList(); | ||
| 69 | } | 77 | } |
| 70 | - reqVO.setUserIds(userIds); | ||
| 71 | 78 | ||
| 72 | // 2.1 获得用户负责的商机 | 79 | // 2.1 获得用户负责的商机 |
| 73 | - List<CrmBusinessDO> businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(userIds, reqVO.getTimes()); | 80 | + List<CrmBusinessDO> businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(reqVO.getUserIds(), reqVO.getTimes()); |
| 74 | // 2.2 统计各阶段数据 | 81 | // 2.2 统计各阶段数据 |
| 75 | Map<Integer, List<CrmBusinessDO>> businessMap = convertMultiMap(businessList, CrmBusinessDO::getEndStatus); | 82 | Map<Integer, List<CrmBusinessDO>> businessMap = convertMultiMap(businessList, CrmBusinessDO::getEndStatus); |
| 76 | return convertList(CrmBusinessEndStatusEnum.values(), endStatusEnum -> { | 83 | return convertList(CrmBusinessEndStatusEnum.values(), endStatusEnum -> { |
| @@ -83,6 +90,48 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic | @@ -83,6 +90,48 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic | ||
| 83 | }); | 90 | }); |
| 84 | } | 91 | } |
| 85 | 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 | + | ||
| 86 | /** | 135 | /** |
| 87 | * 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 | 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 |
| 88 | * | 137 | * |
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml
| @@ -2,4 +2,18 @@ | @@ -2,4 +2,18 @@ | ||
| 2 | <!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd"> | 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"> | 3 | <mapper namespace="cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper"> |
| 4 | 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 | + | ||
| 5 | </mapper> | 19 | </mapper> |