BJ_ZTEITS-Developers / parking-cloud-yudao

Commit 7d120a2f3699d402c6f1d1424c57bee8fb27a78d

Authored by dhb52
1 parent b285548b

feat: CRM/数据统计/客户总量分析

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Showing 8 changed files with 360 additions and 0 deletions
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.http 0 → 100644
  View file @7d120a2
  1 +### 新建客户总量分析(按日)
  2 +GET {{baseUrl}}/crm/statistics-customer/get-total-customer-count?deptId=100&times[0]=2024-12-01 00:00:00&times[1]=2024-12-12 23:59:59
  3 +Authorization: Bearer {{token}}
  4 +tenant-id: {{adminTenentId}}
  5 +
  6 +### 新建客户总量分析(按月)
  7 +GET {{baseUrl}}/crm/statistics-customer/get-total-customer-count?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
  8 +Authorization: Bearer {{token}}
  9 +tenant-id: {{adminTenentId}}
  10 +
  11 +### 成交客户总量分析(按日)
  12 +GET {{baseUrl}}/crm/statistics-customer/get-deal-total-customer-count?deptId=100&times[0]=2024-12-01 00:00:00&times[1]=2024-12-12 23:59:59
  13 +Authorization: Bearer {{token}}
  14 +tenant-id: {{adminTenentId}}
  15 +
  16 +### 成交客户总量分析(按月)
  17 +GET {{baseUrl}}/crm/statistics-customer/get-deal-total-customer-count?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
  18 +Authorization: Bearer {{token}}
  19 +tenant-id: {{adminTenentId}}
0 20 \ No newline at end of file
... ...
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.java 0 → 100644
  View file @7d120a2
  1 +package cn.iocoder.yudao.module.crm.controller.admin.statistics;
  2 +
  3 +import cn.iocoder.yudao.framework.common.pojo.CommonResult;
  4 +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO;
  5 +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
  6 +import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsCustomerService;
  7 +import io.swagger.v3.oas.annotations.Operation;
  8 +import io.swagger.v3.oas.annotations.tags.Tag;
  9 +import jakarta.annotation.Resource;
  10 +import jakarta.validation.Valid;
  11 +import org.springframework.security.access.prepost.PreAuthorize;
  12 +import org.springframework.validation.annotation.Validated;
  13 +import org.springframework.web.bind.annotation.GetMapping;
  14 +import org.springframework.web.bind.annotation.RequestMapping;
  15 +import org.springframework.web.bind.annotation.RestController;
  16 +
  17 +import java.util.List;
  18 +
  19 +import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
  20 +
  21 +@Tag(name = "管理后台 - CRM 数据统计 员工客户分析")
  22 +@RestController
  23 +@RequestMapping("/crm/statistics-customer")
  24 +@Validated
  25 +public class CrmStatisticsCustomerController {
  26 +
  27 + @Resource
  28 + private CrmStatisticsCustomerService customerService;
  29 +
  30 + @GetMapping("/get-total-customer-count")
  31 + @Operation(summary = "获得新建客户数量")
  32 + @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
  33 + public CommonResult<List<CrmStatisticsCustomerCountVO>> getTotalCustomerCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
  34 + return success(customerService.getTotalCustomerCount(reqVO));
  35 + }
  36 +
  37 + @GetMapping("/get-deal-total-customer-count")
  38 + @Operation(summary = "获得成交客户数量")
  39 + @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
  40 + public CommonResult<List<CrmStatisticsCustomerCountVO>> getDealTotalCustomerCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
  41 + return success(customerService.getDealTotalCustomerCount(reqVO));
  42 + }
  43 +
  44 +}
... ...
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerCountVO.java 0 → 100644
  View file @7d120a2
  1 +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
  2 +
  3 +import io.swagger.v3.oas.annotations.media.Schema;
  4 +import lombok.Data;
  5 +
  6 +
  7 +@Schema(description = "管理后台 - CRM 数据统计 员工客户分析 VO")
  8 +@Data
  9 +public class CrmStatisticsCustomerCountVO {
  10 +
  11 + /**
  12 + * 时间轴
  13 + * <p>
  14 + * group by DATE_FORMAT(create_date, '%Y%m')
  15 + */
  16 + @Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
  17 + private String category;
  18 +
  19 + /**
  20 + * 数量是个特别“抽象”的概念，在不同排行下，代表不同含义
  21 + * <p>
  22 + * 1. 金额：合同金额排行、回款金额排行
  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 + */
  25 + @Schema(description = "数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
  26 + private Integer count;
  27 +
  28 +}
... ...
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerReqVO.java 0 → 100644
  View file @7d120a2
  1 +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
  2 +
  3 +import io.swagger.v3.oas.annotations.media.Schema;
  4 +import jakarta.validation.constraints.NotEmpty;
  5 +import jakarta.validation.constraints.NotNull;
  6 +import lombok.Data;
  7 +import org.springframework.format.annotation.DateTimeFormat;
  8 +
  9 +import java.time.LocalDateTime;
  10 +import java.util.List;
  11 +
  12 +import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
  13 +
  14 +@Schema(description = "管理后台 - CRM 数据统计 员工客户分析 Request VO")
  15 +@Data
  16 +public class CrmStatisticsCustomerReqVO {
  17 +
  18 + @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
  19 + @NotNull(message = "部门 id 不能为空")
  20 + private Long deptId;
  21 +
  22 + /**
  23 + * 负责人用户 id, 当用户为空, 则计算部门下用户
  24 + */
  25 + @Schema(description = "负责人用户 id", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "1")
  26 + private Long userId;
  27 +
  28 + /**
  29 + * 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
  30 + * <p>
  31 + * 后续，可能会支持选择部分用户进行查询
  32 + */
  33 + @Schema(description = "负责人用户 id 集合", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "2")
  34 + private List<Long> userIds;
  35 +
  36 + @Schema(description = "时间范围", requiredMode = Schema.RequiredMode.REQUIRED)
  37 + @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
  38 + @NotEmpty(message = "时间范围不能为空")
  39 + private LocalDateTime[] times;
  40 +
  41 + /**
  42 + * group by DATE_FORMAT(field, #{dateFormat})
  43 + */
  44 + @Schema(description = "Group By 日期格式", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "%Y%m")
  45 + private String sqlDateFormat;
  46 +
  47 +}
... ...
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsCustomerMapper.java 0 → 100644
  View file @7d120a2
  1 +package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
  2 +
  3 +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO;
  4 +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
  5 +import org.apache.ibatis.annotations.Mapper;
  6 +
  7 +import java.util.List;
  8 +
  9 +/**
  10 + * CRM 数据统计 员工客户分析 Mapper
  11 + *
  12 + * @author dhb52
  13 + */
  14 +@Mapper
  15 +public interface CrmStatisticsCustomerMapper {
  16 +
  17 + List<CrmStatisticsCustomerCountVO> selectCustomerCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
  18 +
  19 + List<CrmStatisticsCustomerCountVO> selectDealCustomerCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
  20 +
  21 +}
... ...
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.java 0 → 100644
  View file @7d120a2
  1 +package cn.iocoder.yudao.module.crm.service.statistics;
  2 +
  3 +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
  4 +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO;
  5 +
  6 +import java.util.List;
  7 +
  8 +/**
  9 + * CRM 数据统计 员工客户分析 Service 接口
  10 + *
  11 + * @author dhb52
  12 + */
  13 +public interface CrmStatisticsCustomerService {
  14 +
  15 + /**
  16 + * 获取新建客户数量
  17 + *
  18 + * @param reqVO 请求参数
  19 + * @return 新建客户数量统计
  20 + */
  21 + List<CrmStatisticsCustomerCountVO> getTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO);
  22 +
  23 + /**
  24 + * 获取成交客户数量
  25 + *
  26 + * @param reqVO 请求参数
  27 + * @return 成交客户数量统计
  28 + */
  29 + List<CrmStatisticsCustomerCountVO> getDealTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO);
  30 +
  31 +}
... ...
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.java 0 → 100644
  View file @7d120a2
  1 +package cn.iocoder.yudao.module.crm.service.statistics;
  2 +
  3 +import cn.hutool.core.collection.CollUtil;
  4 +import cn.hutool.core.date.LocalDateTimeUtil;
  5 +import cn.hutool.core.util.ObjUtil;
  6 +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
  7 +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO;
  8 +import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsCustomerMapper;
  9 +import cn.iocoder.yudao.module.system.api.dept.DeptApi;
  10 +import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
  11 +import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
  12 +import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
  13 +import jakarta.annotation.Resource;
  14 +import org.springframework.stereotype.Service;
  15 +import org.springframework.validation.annotation.Validated;
  16 +
  17 +import java.time.LocalDateTime;
  18 +import java.util.Collections;
  19 +import java.util.List;
  20 +import java.util.Map;
  21 +import java.util.function.Function;
  22 +
  23 +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
  24 +
  25 +/**
  26 + * CRM 数据统计 员工客户分析 Service 实现类
  27 + *
  28 + * @author dhb52
  29 + */
  30 +@Service
  31 +@Validated
  32 +public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerService {
  33 +
  34 + @Resource
  35 + private CrmStatisticsCustomerMapper customerMapper;
  36 +
  37 + @Resource
  38 + private AdminUserApi adminUserApi;
  39 + @Resource
  40 + private DeptApi deptApi;
  41 +
  42 + @Override
  43 + public List<CrmStatisticsCustomerCountVO> getTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO) {
  44 + return getStat(reqVO, customerMapper::selectCustomerCountGroupbyDate);
  45 + }
  46 +
  47 + @Override
  48 + public List<CrmStatisticsCustomerCountVO> getDealTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO) {
  49 + return getStat(reqVO, customerMapper::selectDealCustomerCountGroupbyDate);
  50 + }
  51 +
  52 + /**
  53 + * 获得统计数据
  54 + *
  55 + * @param reqVO 参数
  56 + * @param statFunction 统计方法
  57 + * @return 统计数据
  58 + */
  59 + private List<CrmStatisticsCustomerCountVO> getStat(CrmStatisticsCustomerReqVO reqVO, Function<CrmStatisticsCustomerReqVO, List<CrmStatisticsCustomerCountVO>> statFunction) {
  60 + // 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
  61 + if (ObjUtil.isNotNull(reqVO.getUserId())) {
  62 + reqVO.setUserIds(List.of(reqVO.getUserId()));
  63 + } else {
  64 + reqVO.setUserIds(getUserIds(reqVO.getDeptId()));
  65 + }
  66 + if (CollUtil.isEmpty(reqVO.getUserIds())) {
  67 + return Collections.emptyList();
  68 + }
  69 +
  70 + // 2. 生成日期格式
  71 + LocalDateTime startTime = reqVO.getTimes()[0];
  72 + final LocalDateTime endTime = reqVO.getTimes()[1];
  73 + final long days = LocalDateTimeUtil.between(startTime, endTime).toDays();
  74 + boolean byMonth = days > 31;
  75 + if (byMonth) {
  76 + // 按月
  77 + reqVO.setSqlDateFormat("%Y%m");
  78 + } else {
  79 + // 按日
  80 + reqVO.setSqlDateFormat("%Y%m%d");
  81 + }
  82 +
  83 + // 3. 获得排行数据
  84 + List<CrmStatisticsCustomerCountVO> stats = statFunction.apply(reqVO);
  85 +
  86 + // 4. 生成时间序列
  87 + List<CrmStatisticsCustomerCountVO> result = CollUtil.newArrayList();
  88 + while (startTime.compareTo(endTime) <= 0) {
  89 + final String category = LocalDateTimeUtil.format(startTime, byMonth ? "yyyyMM" : "yyyyMMdd");
  90 + result.add(new CrmStatisticsCustomerCountVO().setCategory(category).setCount(0));
  91 + if (byMonth)
  92 + startTime = startTime.plusMonths(1);
  93 + else
  94 + startTime = startTime.plusDays(1);
  95 + }
  96 +
  97 + // 5. 使用时间序列填充结果
  98 + final Map<String, Integer> statMap = convertMap(stats,
  99 + CrmStatisticsCustomerCountVO::getCategory,
  100 + CrmStatisticsCustomerCountVO::getCount);
  101 + result.forEach(r -> {
  102 + if (statMap.containsKey(r.getCategory())) {
  103 + r.setCount(statMap.get(r.getCategory()));
  104 + }
  105 + });
  106 +
  107 + return result;
  108 + }
  109 +
  110 +
  111 + /**
  112 + * 获得部门下的用户编号数组，包括子部门的
  113 + *
  114 + * @param deptId 部门编号
  115 + * @return 用户编号数组
  116 + */
  117 + public List<Long> getUserIds(Long deptId) {
  118 + // 1. 获得部门列表
  119 + List<Long> deptIds = convertList(deptApi.getChildDeptList(deptId), DeptRespDTO::getId);
  120 + deptIds.add(deptId);
  121 + // 2. 获得用户编号
  122 + return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
  123 + }
  124 +}
... ...
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml 0 → 100644
  View file @7d120a2
  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.CrmStatisticsCustomerMapper">
  4 +
  5 +
  6 + <select id="selectCustomerCountGroupbyDate"
  7 + resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
  8 + SELECT
  9 + count(*) AS count,
  10 + DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category
  11 + FROM
  12 + crm_customer
  13 + WHERE
  14 + deleted = 0
  15 + AND owner_user_id IN
  16 + <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
  17 + #{userId}
  18 + </foreach>
  19 + AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
  20 + #{times[1],javaType=java.time.LocalDateTime}
  21 + GROUP BY
  22 + DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} )
  23 + </select>
  24 +
  25 + <select id="selectDealCustomerCountGroupbyDate"
  26 + resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
  27 + SELECT
  28 + count( DISTINCT a.id ) AS count,
  29 + DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) AS category
  30 + FROM
  31 + crm_customer AS a
  32 + LEFT JOIN crm_contract AS b ON b.customer_id = a.id
  33 + WHERE
  34 + a.deleted = 0 AND b.deleted = 0
  35 + AND b.audit_status = 20
  36 + AND a.owner_user_id IN
  37 + <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
  38 + #{userId}
  39 + </foreach>
  40 + AND b.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
  41 + #{times[1],javaType=java.time.LocalDateTime}
  42 + GROUP BY
  43 + DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} )
  44 + </select>
  45 +
  46 +</mapper>
... ...