Commit 34f68ce4c63876b02484ba30aab5b37364663232
1 parent
fbb624d8
feat: CRM/数据统计/员工客户分析 初稿
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6 changed files
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130 additions
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20 deletions
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.java
| ... | ... | @@ -55,4 +55,18 @@ public class CrmStatisticsCustomerController { |
| 55 | 55 | return success(customerService.getDistinctRecordCount(reqVO)); |
| 56 | 56 | } |
| 57 | 57 | |
| 58 | + @GetMapping("/get-record-type-count") | |
| 59 | + @Operation(summary = "获取客户跟进方式统计数") | |
| 60 | + @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')") | |
| 61 | + public CommonResult<List<CrmStatisticsCustomerCountVO>> getRecordTypeCount(@Valid CrmStatisticsCustomerReqVO reqVO) { | |
| 62 | + return success(customerService.getRecordTypeCount(reqVO)); | |
| 63 | + } | |
| 64 | + | |
| 65 | + @GetMapping("/get-customer-cycle") | |
| 66 | + @Operation(summary = "获取客户成交周期") | |
| 67 | + @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')") | |
| 68 | + public CommonResult<List<CrmStatisticsCustomerCountVO>> getCustomerCycle(@Valid CrmStatisticsCustomerReqVO reqVO) { | |
| 69 | + return success(customerService.getCustomerCycle(reqVO)); | |
| 70 | + } | |
| 71 | + | |
| 58 | 72 | } | ... | ... |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerCountVO.java
| ... | ... | @@ -23,6 +23,12 @@ public class CrmStatisticsCustomerCountVO { |
| 23 | 23 | * 2. 个数:签约合同排行、产品销量排行、产品销量排行、新增客户数排行、新增联系人排行、跟进次数排行、跟进客户数排行 |
| 24 | 24 | */ |
| 25 | 25 | @Schema(description = "数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") |
| 26 | - private Integer count; | |
| 26 | + private Integer count = 0; | |
| 27 | + | |
| 28 | + /** | |
| 29 | + * 成交周期(天) | |
| 30 | + */ | |
| 31 | + @Schema(description = "成交周期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1.0") | |
| 32 | + private Double cycle = 0.0; | |
| 27 | 33 | |
| 28 | 34 | } | ... | ... |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsCustomerMapper.java
| ... | ... | @@ -22,4 +22,8 @@ public interface CrmStatisticsCustomerMapper { |
| 22 | 22 | |
| 23 | 23 | List<CrmStatisticsCustomerCountVO> selectDistinctRecordCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO); |
| 24 | 24 | |
| 25 | + List<CrmStatisticsCustomerCountVO> selectRecordCountGroupbyType(CrmStatisticsCustomerReqVO reqVO); | |
| 26 | + | |
| 27 | + List<CrmStatisticsCustomerCountVO> selectCustomerCycleGroupbyDate(CrmStatisticsCustomerReqVO reqVO); | |
| 28 | + | |
| 25 | 29 | } | ... | ... |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.java
| ... | ... | @@ -45,4 +45,20 @@ public interface CrmStatisticsCustomerService { |
| 45 | 45 | */ |
| 46 | 46 | List<CrmStatisticsCustomerCountVO> getDistinctRecordCount(CrmStatisticsCustomerReqVO reqVO); |
| 47 | 47 | |
| 48 | + /** | |
| 49 | + * 获取客户跟进方式统计数 | |
| 50 | + * | |
| 51 | + * @param reqVO 请求参数 | |
| 52 | + * @return 客户跟进方式统计数 | |
| 53 | + */ | |
| 54 | + List<CrmStatisticsCustomerCountVO> getRecordTypeCount(CrmStatisticsCustomerReqVO reqVO); | |
| 55 | + | |
| 56 | + /** | |
| 57 | + * 获取客户成交周期 | |
| 58 | + * | |
| 59 | + * @param reqVO 请求参数 | |
| 60 | + * @return 客户成交周期 | |
| 61 | + */ | |
| 62 | + List<CrmStatisticsCustomerCountVO> getCustomerCycle(CrmStatisticsCustomerReqVO reqVO); | |
| 63 | + | |
| 48 | 64 | } | ... | ... |
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.java
| ... | ... | @@ -3,12 +3,14 @@ package cn.iocoder.yudao.module.crm.service.statistics; |
| 3 | 3 | import cn.hutool.core.collection.CollUtil; |
| 4 | 4 | import cn.hutool.core.date.LocalDateTimeUtil; |
| 5 | 5 | import cn.hutool.core.util.ObjUtil; |
| 6 | -import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO; | |
| 7 | 6 | import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO; |
| 7 | +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO; | |
| 8 | 8 | import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsCustomerMapper; |
| 9 | 9 | import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum; |
| 10 | 10 | import cn.iocoder.yudao.module.system.api.dept.DeptApi; |
| 11 | 11 | import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO; |
| 12 | +import cn.iocoder.yudao.module.system.api.dict.DictDataApi; | |
| 13 | +import cn.iocoder.yudao.module.system.api.dict.dto.DictDataRespDTO; | |
| 12 | 14 | import cn.iocoder.yudao.module.system.api.user.AdminUserApi; |
| 13 | 15 | import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO; |
| 14 | 16 | import jakarta.annotation.Resource; |
| ... | ... | @@ -21,7 +23,8 @@ import java.util.List; |
| 21 | 23 | import java.util.Map; |
| 22 | 24 | import java.util.function.Function; |
| 23 | 25 | |
| 24 | -import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*; | |
| 26 | +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList; | |
| 27 | +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap; | |
| 25 | 28 | |
| 26 | 29 | /** |
| 27 | 30 | * CRM 数据统计 员工客户分析 Service 实现类 |
| ... | ... | @@ -39,6 +42,8 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe |
| 39 | 42 | private AdminUserApi adminUserApi; |
| 40 | 43 | @Resource |
| 41 | 44 | private DeptApi deptApi; |
| 45 | + @Resource | |
| 46 | + private DictDataApi dictDataApi; | |
| 42 | 47 | |
| 43 | 48 | @Override |
| 44 | 49 | public List<CrmStatisticsCustomerCountVO> getTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO) { |
| ... | ... | @@ -62,6 +67,37 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe |
| 62 | 67 | return getStat(reqVO, customerMapper::selectDistinctRecordCountGroupbyDate); |
| 63 | 68 | } |
| 64 | 69 | |
| 70 | + @Override | |
| 71 | + public List<CrmStatisticsCustomerCountVO> getRecordTypeCount(CrmStatisticsCustomerReqVO reqVO) { | |
| 72 | + // 1. 获得用户编号数组: 如果用户编号为空, 则获得部门下的用户编号数组 | |
| 73 | + if (ObjUtil.isNotNull(reqVO.getUserId())) { | |
| 74 | + reqVO.setUserIds(List.of(reqVO.getUserId())); | |
| 75 | + } else { | |
| 76 | + reqVO.setUserIds(getUserIds(reqVO.getDeptId())); | |
| 77 | + } | |
| 78 | + if (CollUtil.isEmpty(reqVO.getUserIds())) { | |
| 79 | + return Collections.emptyList(); | |
| 80 | + } | |
| 81 | + | |
| 82 | + // 2. 获得排行数据 | |
| 83 | + reqVO.setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType()); | |
| 84 | + List<CrmStatisticsCustomerCountVO> stats = customerMapper.selectRecordCountGroupbyType(reqVO); | |
| 85 | + | |
| 86 | + // 3. 获取字典数据 | |
| 87 | + List<DictDataRespDTO> followUpTypes = dictDataApi.getDictDataList("crm_follow_up_type"); | |
| 88 | + final Map<String, String> followUpTypeMap = convertMap(followUpTypes, DictDataRespDTO::getValue, DictDataRespDTO::getLabel); | |
| 89 | + stats.forEach(stat -> { | |
| 90 | + stat.setCategory(followUpTypeMap.get(stat.getCategory())); | |
| 91 | + }); | |
| 92 | + | |
| 93 | + return stats; | |
| 94 | + } | |
| 95 | + | |
| 96 | + @Override | |
| 97 | + public List<CrmStatisticsCustomerCountVO> getCustomerCycle(CrmStatisticsCustomerReqVO reqVO) { | |
| 98 | + return getStat(reqVO, customerMapper::selectCustomerCycleGroupbyDate); | |
| 99 | + } | |
| 100 | + | |
| 65 | 101 | /** |
| 66 | 102 | * 获得统计数据 |
| 67 | 103 | * |
| ... | ... | @@ -98,9 +134,9 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe |
| 98 | 134 | |
| 99 | 135 | // 4. 生成时间序列 |
| 100 | 136 | List<CrmStatisticsCustomerCountVO> result = CollUtil.newArrayList(); |
| 101 | - while (startTime.compareTo(endTime) <= 0) { | |
| 137 | + while (!startTime.isAfter(endTime)) { | |
| 102 | 138 | final String category = LocalDateTimeUtil.format(startTime, byMonth ? "yyyyMM" : "yyyyMMdd"); |
| 103 | - result.add(new CrmStatisticsCustomerCountVO().setCategory(category).setCount(0)); | |
| 139 | + result.add(new CrmStatisticsCustomerCountVO().setCategory(category)); | |
| 104 | 140 | if (byMonth) |
| 105 | 141 | startTime = startTime.plusMonths(1); |
| 106 | 142 | else |
| ... | ... | @@ -108,12 +144,13 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe |
| 108 | 144 | } |
| 109 | 145 | |
| 110 | 146 | // 5. 使用时间序列填充结果 |
| 111 | - final Map<String, Integer> statMap = convertMap(stats, | |
| 112 | - CrmStatisticsCustomerCountVO::getCategory, | |
| 113 | - CrmStatisticsCustomerCountVO::getCount); | |
| 147 | + final Map<String, CrmStatisticsCustomerCountVO> statMap = convertMap(stats, | |
| 148 | + CrmStatisticsCustomerCountVO::getCategory, | |
| 149 | + Function.identity()); | |
| 114 | 150 | result.forEach(r -> { |
| 115 | 151 | if (statMap.containsKey(r.getCategory())) { |
| 116 | - r.setCount(statMap.get(r.getCategory())); | |
| 152 | + r.setCount(statMap.get(r.getCategory()).getCount()) | |
| 153 | + .setCycle(statMap.get(r.getCategory()).getCycle()); | |
| 117 | 154 | } |
| 118 | 155 | }); |
| 119 | 156 | ... | ... |
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml
| ... | ... | @@ -6,8 +6,8 @@ |
| 6 | 6 | <select id="selectCustomerCountGroupbyDate" |
| 7 | 7 | resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO"> |
| 8 | 8 | SELECT |
| 9 | - count(*) AS count, | |
| 10 | - DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category | |
| 9 | + DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category, | |
| 10 | + count(*) AS count | |
| 11 | 11 | FROM |
| 12 | 12 | crm_customer |
| 13 | 13 | WHERE |
| ... | ... | @@ -18,15 +18,14 @@ |
| 18 | 18 | </foreach> |
| 19 | 19 | AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND |
| 20 | 20 | #{times[1],javaType=java.time.LocalDateTime} |
| 21 | - GROUP BY | |
| 22 | - DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) | |
| 21 | + GROUP BY category | |
| 23 | 22 | </select> |
| 24 | 23 | |
| 25 | 24 | <select id="selectDealCustomerCountGroupbyDate" |
| 26 | 25 | resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO"> |
| 27 | 26 | SELECT |
| 28 | - count( DISTINCT a.id ) AS count, | |
| 29 | - DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) AS category | |
| 27 | + DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) AS category, | |
| 28 | + count( DISTINCT a.id ) AS count | |
| 30 | 29 | FROM |
| 31 | 30 | crm_customer AS a |
| 32 | 31 | LEFT JOIN crm_contract AS b ON b.customer_id = a.id |
| ... | ... | @@ -39,8 +38,7 @@ |
| 39 | 38 | </foreach> |
| 40 | 39 | AND b.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND |
| 41 | 40 | #{times[1],javaType=java.time.LocalDateTime} |
| 42 | - GROUP BY | |
| 43 | - DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) | |
| 41 | + GROUP BY category | |
| 44 | 42 | </select> |
| 45 | 43 | |
| 46 | 44 | <select id="selectRecordCountGroupbyDate" |
| ... | ... | @@ -58,8 +56,7 @@ |
| 58 | 56 | AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND |
| 59 | 57 | #{times[1],javaType=java.time.LocalDateTime} |
| 60 | 58 | AND biz_type = #{bizType,javaType=java.lang.Integer} |
| 61 | - GROUP BY | |
| 62 | - DATE_FORMAT (create_time, #{sqlDateFormat,javaType=java.lang.String} ) | |
| 59 | + GROUP BY category | |
| 63 | 60 | </select> |
| 64 | 61 | |
| 65 | 62 | <select id="selectDistinctRecordCountGroupbyDate" |
| ... | ... | @@ -77,7 +74,43 @@ |
| 77 | 74 | AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND |
| 78 | 75 | #{times[1],javaType=java.time.LocalDateTime} |
| 79 | 76 | AND biz_type = #{bizType,javaType=java.lang.Integer} |
| 80 | - GROUP BY DATE_FORMAT (create_time, #{sqlDateFormat,javaType=java.lang.String} ) | |
| 77 | + GROUP BY category | |
| 78 | + </select> | |
| 79 | + | |
| 80 | + <select id="selectRecordCountGroupbyType" | |
| 81 | + resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO"> | |
| 82 | + SELECT | |
| 83 | + type AS category, | |
| 84 | + count(*) AS count | |
| 85 | + FROM crm_follow_up_record | |
| 86 | + WHERE | |
| 87 | + creator IN | |
| 88 | + <foreach collection="userIds" item="userId" open="(" close=")" separator=","> | |
| 89 | + #{userId} | |
| 90 | + </foreach> | |
| 91 | + AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND | |
| 92 | + #{times[1],javaType=java.time.LocalDateTime} | |
| 93 | + AND biz_type = #{bizType,javaType=java.lang.Integer} | |
| 94 | + GROUP BY category | |
| 95 | + </select> | |
| 96 | + | |
| 97 | + <select id="selectCustomerCycleGroupbyDate" | |
| 98 | + resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO"> | |
| 99 | + SELECT | |
| 100 | + DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) AS category, | |
| 101 | + IFNULL( TRUNCATE ( AVG( TIMESTAMPDIFF( DAY, a.create_time, b.order_date )), 1 ), 0 ) AS cycle | |
| 102 | + FROM crm_customer AS a | |
| 103 | + LEFT JOIN crm_contract AS b ON b.customer_id = a.id | |
| 104 | + WHERE | |
| 105 | + a.deleted = 0 AND b.deleted = 0 | |
| 106 | + AND b.audit_status = 20 | |
| 107 | + AND a.owner_user_id IN | |
| 108 | + <foreach collection="userIds" item="userId" open="(" close=")" separator=","> | |
| 109 | + #{userId} | |
| 110 | + </foreach> | |
| 111 | + AND b.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND | |
| 112 | + #{times[1],javaType=java.time.LocalDateTime} | |
| 113 | + GROUP BY category | |
| 81 | 114 | </select> |
| 82 | 115 | |
| 83 | 116 | </mapper> | ... | ... |