From 6c9a3b0e119bd924b5201dd3e359e5fc306628ed Mon Sep 17 00:00:00 2001 From: puhui999 Date: Sat, 13 Apr 2024 23:30:11 +0800 Subject: [PATCH 1/2] =?UTF-8?q?CRM:=20=E5=AE=8C=E5=96=84=E9=94=80=E5=94=AE?= =?UTF-8?q?=E6=BC=8F=E6=96=97=E5=88=86=E6=9E=90?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .../util/collection/CollectionUtils.java | 4 + .../CrmStatisticsFunnelController.java | 46 ++++++++ .../CrmStatisticBusinessEndStatusRespVO.java | 25 +++++ .../vo/funnel/CrmStatisticFunnelRespVO.java | 23 ++++ .../vo/funnel/CrmStatisticsFunnelReqVO.java | 42 +++++++ .../dal/mysql/business/CrmBusinessMapper.java | 19 +++- .../dal/mysql/customer/CrmCustomerMapper.java | 8 ++ .../statistics/CrmStatisticsFunnelMapper.java | 14 +++ .../service/business/CrmBusinessService.java | 19 ++++ .../business/CrmBusinessServiceImpl.java | 16 +++ .../service/customer/CrmCustomerService.java | 21 +++- .../customer/CrmCustomerServiceImpl.java | 9 ++ .../CrmStatisticsFunnelService.java | 32 ++++++ .../CrmStatisticsFunnelServiceImpl.java | 105 ++++++++++++++++++ .../CrmStatisticsPortraitServiceImpl.java | 14 ++- .../statistics/CrmStatisticsFunnelMapper.xml | 5 + 16 files changed, 388 insertions(+), 14 deletions(-) create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticBusinessEndStatusRespVO.java create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticFunnelRespVO.java create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml diff --git a/yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/collection/CollectionUtils.java b/yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/collection/CollectionUtils.java index 0d06bc799..91f534788 100644 --- a/yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/collection/CollectionUtils.java +++ b/yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/collection/CollectionUtils.java @@ -97,6 +97,10 @@ public class CollectionUtils { .collect(Collectors.toList()); } + public static Set convertSet(Collection from) { + return convertSet(from, v -> v); + } + public static Set convertSet(Collection from, Function func) { if (CollUtil.isEmpty(from)) { return new HashSet<>(); diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java new file mode 100644 index 000000000..cbcd95265 --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java @@ -0,0 +1,46 @@ +package cn.iocoder.yudao.module.crm.controller.admin.statistics; + +import cn.iocoder.yudao.framework.common.pojo.CommonResult; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; +import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsFunnelService; +import io.swagger.v3.oas.annotations.Operation; +import io.swagger.v3.oas.annotations.tags.Tag; +import jakarta.annotation.Resource; +import jakarta.validation.Valid; +import org.springframework.security.access.prepost.PreAuthorize; +import org.springframework.validation.annotation.Validated; +import org.springframework.web.bind.annotation.GetMapping; +import org.springframework.web.bind.annotation.RequestMapping; +import org.springframework.web.bind.annotation.RestController; + +import java.util.List; + +import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success; + +@Tag(name = "管理后台 - CRM 销售漏斗") +@RestController +@RequestMapping("/crm/statistics-funnel") +@Validated +public class CrmStatisticsFunnelController { + + @Resource + private CrmStatisticsFunnelService crmStatisticsFunnelService; + + @GetMapping("/get-funnel-summary") + @Operation(summary = "获取销售漏斗统计数据", description = "用于【销售漏斗】页面") + @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") + public CommonResult getFunnelSummary(@Valid CrmStatisticsFunnelReqVO reqVO) { + return success(crmStatisticsFunnelService.getFunnelSummary(reqVO)); + } + + + @GetMapping("/get-business-end-status-summary") + @Operation(summary = "获取商机结束状态统计", description = "用于【销售漏斗】页面") + @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") + public CommonResult> getBusinessEndStatusSummary(@Valid CrmStatisticsFunnelReqVO reqVO) { + return success(crmStatisticsFunnelService.getBusinessEndStatusSummary(reqVO)); + } + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticBusinessEndStatusRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticBusinessEndStatusRespVO.java new file mode 100644 index 000000000..fbec539d9 --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticBusinessEndStatusRespVO.java @@ -0,0 +1,25 @@ +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; + +import io.swagger.v3.oas.annotations.media.Schema; +import lombok.AllArgsConstructor; +import lombok.Data; +import lombok.NoArgsConstructor; + +import java.math.BigDecimal; + +@Schema(description = "管理后台 - CRM 商机结束状态统计 Response VO") +@NoArgsConstructor +@AllArgsConstructor +@Data +public class CrmStatisticBusinessEndStatusRespVO { + + @Schema(description = "结束状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + private Integer endStatus; + + @Schema(description = "商机数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + private Long businessCount; + + @Schema(description = "商机总金额，单位：元", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + private BigDecimal totalPrice; + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticFunnelRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticFunnelRespVO.java new file mode 100644 index 000000000..b2e36d406 --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticFunnelRespVO.java @@ -0,0 +1,23 @@ +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; + +import io.swagger.v3.oas.annotations.media.Schema; +import lombok.AllArgsConstructor; +import lombok.Data; +import lombok.NoArgsConstructor; + +@Schema(description = "管理后台 - CRM 销售漏斗 Response VO") +@NoArgsConstructor +@AllArgsConstructor +@Data +public class CrmStatisticFunnelRespVO { + + @Schema(description = "客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + private Long customerCount; + + @Schema(description = "商机数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + private Long businessCount; + + @Schema(description = "赢单数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + private Long winCount; + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java new file mode 100644 index 000000000..7edc6c59c --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java @@ -0,0 +1,42 @@ +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; + +import io.swagger.v3.oas.annotations.media.Schema; +import jakarta.validation.constraints.NotNull; +import lombok.Data; +import org.springframework.format.annotation.DateTimeFormat; + +import java.time.LocalDateTime; +import java.util.List; + +import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND; + +@Schema(description = "管理后台 - CRM 销售漏斗 Request VO") +@Data +public class CrmStatisticsFunnelReqVO { + + @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + @NotNull(message = "部门 id 不能为空") + private Long deptId; + + /** + * 负责人用户 id, 当用户为空, 则计算部门下用户 + */ + @Schema(description = "负责人用户 id", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "1") + private Long userId; + + /** + * 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 + * 后续，可能会支持选择部分用户进行查询 + */ + @Schema(description = "负责人用户 id 集合", hidden = true, example = "2") + private List userIds; + + /** + * 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 + * 并作为参数传递给Mapper + */ + @Schema(description = "时间范围", requiredMode = Schema.RequiredMode.NOT_REQUIRED) + @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND) + private LocalDateTime[] times; + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java index fc5b070f4..88cfaa9fb 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java @@ -6,14 +6,15 @@ import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX; import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX; import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO; import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; -import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO; import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum; import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils; import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper; import org.apache.ibatis.annotations.Mapper; +import java.time.LocalDateTime; import java.util.Collection; import java.util.List; +import java.util.Set; /** * 商机 Mapper @@ -59,10 +60,24 @@ public interface CrmBusinessMapper extends BaseMapperX { return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId); } - default List selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId){ + default List selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) { return selectList(new LambdaQueryWrapperX() .eq(CrmBusinessDO::getCustomerId, customerId) .eq(CrmBusinessDO::getOwnerUserId, ownerUserId)); } + default Long selectCountByOwnerUserIdsAndEndStatus(Collection ownerUserIds, LocalDateTime[] times, Integer endStatus) { + return selectCount(new LambdaQueryWrapperX() + .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) + .eqIfPresent(CrmBusinessDO::getEndStatus, endStatus) + .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); + } + + default List selectListByOwnerUserIdsAndEndStatusNotNull(Collection ownerUserIds, LocalDateTime[] times){ + return selectList(new LambdaQueryWrapperX() + .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) + .betweenIfPresent(CrmBusinessDO::getCreateTime, times) + .isNotNull(CrmBusinessDO::getEndStatus)); + } + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java index 615783950..b61dbeba2 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java +++ b/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; import org.springframework.lang.Nullable; import org.springframework.util.Assert; +import javax.management.ObjectName; import java.time.LocalDateTime; import java.util.Collection; import java.util.List; +import java.util.Set; /** * 客户 Mapper @@ -186,4 +188,10 @@ public interface CrmCustomerMapper extends BaseMapperX { return selectCount(query); } + default Long selectCountByOwnerUserIds(Collection ownerUserIds, LocalDateTime[] times){ + return selectCount(new LambdaQueryWrapperX() + .in(CrmCustomerDO::getOwnerUserId, ownerUserIds) + .betweenIfPresent(CrmCustomerDO::getCreateTime, times)); + } + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java new file mode 100644 index 000000000..bd19c7539 --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java @@ -0,0 +1,14 @@ +package cn.iocoder.yudao.module.crm.dal.mysql.statistics; + +import org.apache.ibatis.annotations.Mapper; + +/** + * CRM 销售漏斗 Mapper + * + * @author HUIHUI + */ +@Mapper +public interface CrmStatisticsFunnelMapper { + + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java index 7bd899b64..9ea281399 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java @@ -194,4 +194,23 @@ public interface CrmBusinessService { */ List getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId); + /** + * 获得商机数 + * + * @param ownerUserIds 负责人编号 + * @param times 时间范围 + * @param endStatus 商机结束状态 + * @return 商机数 + */ + Long getBusinessCountByOwnerUserIdsAndEndStatus(List ownerUserIds, LocalDateTime[] times, Integer endStatus); + + /** + * 获得商机列表【数据统计】 + * + * @param ownerUserIds 负责人编号 + * @param times 时间范围 + * @return 商机列表 + */ + List getBusinessListByOwnerUserIdsAndEndStatusNotNull(List ownerUserIds, LocalDateTime[] times); + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java index 26f02b2f0..f94d27e85 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java @@ -375,4 +375,20 @@ public class CrmBusinessServiceImpl implements CrmBusinessService { return businessMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId); } + @Override + public Long getBusinessCountByOwnerUserIdsAndEndStatus(List ownerUserIds, LocalDateTime[] times, Integer endStatus) { + if (CollUtil.isEmpty(ownerUserIds)) { + return 0L; + } + return businessMapper.selectCountByOwnerUserIdsAndEndStatus(convertSet(ownerUserIds), times, endStatus); + } + + @Override + public List getBusinessListByOwnerUserIdsAndEndStatusNotNull(List ownerUserIds, LocalDateTime[] times) { + if (CollUtil.isEmpty(ownerUserIds)) { + return Collections.emptyList(); + } + return businessMapper.selectListByOwnerUserIdsAndEndStatusNotNull(convertSet(ownerUserIds), times); + } + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java index a99269e08..0307dd890 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java +++ b/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 { /** * 更新客户的跟进状态 * - * @param id 编号 + * @param id 编号 * @param dealStatus 跟进状态 */ void updateCustomerDealStatus(Long id, Boolean dealStatus); @@ -47,8 +47,8 @@ public interface CrmCustomerService { /** * 更新客户相关的跟进信息 * - * @param id 编号 - * @param contactNextTime 下次联系时间 + * @param id 编号 + * @param contactNextTime 下次联系时间 * @param contactLastContent 最后联系内容 */ void updateCustomerFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent); @@ -99,8 +99,8 @@ public interface CrmCustomerService { /** * 获得放入公海提醒的客户分页 * - * @param pageVO 分页查询 - * @param userId 用户编号 + * @param pageVO 分页查询 + * @param userId 用户编号 * @return 客户分页 */ PageResult getPutPoolRemindCustomerPage(CrmCustomerPageReqVO pageVO, Long userId); @@ -108,7 +108,7 @@ public interface CrmCustomerService { /** * 获得待进入公海的客户数量 * - * @param userId 用户编号 + * @param userId 用户编号 * @return 提醒数量 */ Long getPutPoolRemindCustomerCount(Long userId); @@ -195,4 +195,13 @@ public interface CrmCustomerService { */ int autoPutCustomerPool(); + /** + * 获得客户数 + * + * @param ownerUserIds 负责人编号 + * @param times 时间范围 + * @return 客户数 + */ + Long getCustomerCountByOwnerUserIds(List ownerUserIds, LocalDateTime[] times); + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java index cdb7a32d9..be708d3e3 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java +++ b/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; import java.util.*; import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception; +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet; import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.filterList; import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*; import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*; @@ -650,6 +651,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService { } } + @Override + public Long getCustomerCountByOwnerUserIds(List ownerUserIds, LocalDateTime[] times) { + if (CollUtil.isEmpty(ownerUserIds)) { + return 0L; + } + return customerMapper.selectCountByOwnerUserIds(convertSet(ownerUserIds), times); + } + /** * 获得自身的代理对象，解决 AOP 生效问题 * diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java new file mode 100644 index 000000000..d3d0b6d4c --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java @@ -0,0 +1,32 @@ +package cn.iocoder.yudao.module.crm.service.statistics; + +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; + +import java.util.List; + +/** + * CRM 销售漏斗分析 Service + * + * @author HUIHUI + */ +public interface CrmStatisticsFunnelService { + + /** + * 获得销售漏斗数据 + * + * @param reqVO 请求 + * @return 销售漏斗数据 + */ + CrmStatisticFunnelRespVO getFunnelSummary(CrmStatisticsFunnelReqVO reqVO); + + /** + * 获得商机结束状态统计 + * + * @param reqVO 请求 + * @return 商机结束状态统计 + */ + List getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO); + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java new file mode 100644 index 000000000..8dedb1c71 --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java @@ -0,0 +1,105 @@ +package cn.iocoder.yudao.module.crm.service.statistics; + +import cn.hutool.core.collection.CollUtil; +import cn.hutool.core.util.ObjUtil; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; +import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper; +import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum; +import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService; +import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService; +import cn.iocoder.yudao.module.system.api.dept.DeptApi; +import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO; +import cn.iocoder.yudao.module.system.api.user.AdminUserApi; +import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO; +import jakarta.annotation.Resource; +import org.springframework.stereotype.Service; + +import java.math.BigDecimal; +import java.util.List; +import java.util.Map; + +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*; + +/** + * CRM 销售漏斗分析 Service 实现类 + * + * @author HUIHUI + */ +@Service +public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelService { + + @Resource + private CrmStatisticsFunnelMapper funnelMapper; + + @Resource + private AdminUserApi adminUserApi; + @Resource + private CrmCustomerService customerService; + @Resource + private CrmBusinessService businessService; + @Resource + private DeptApi deptApi; + + @Override + public CrmStatisticFunnelRespVO getFunnelSummary(CrmStatisticsFunnelReqVO reqVO) { + // 1. 获得用户编号数组 + List userIds = getUserIds(reqVO); + if (CollUtil.isEmpty(userIds)) { + return null; + } + reqVO.setUserIds(userIds); + + // 2. 获得漏斗数据 + return new CrmStatisticFunnelRespVO( + customerService.getCustomerCountByOwnerUserIds(userIds, reqVO.getTimes()), + businessService.getBusinessCountByOwnerUserIdsAndEndStatus(userIds, reqVO.getTimes(), null), + businessService.getBusinessCountByOwnerUserIdsAndEndStatus(userIds, reqVO.getTimes(), CrmBusinessEndStatusEnum.WIN.getStatus()) + ); + } + + @Override + public List getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO) { + // 1. 获得用户编号数组 + List userIds = getUserIds(reqVO); + if (CollUtil.isEmpty(userIds)) { + return null; + } + reqVO.setUserIds(userIds); + + // 2.1 获得用户负责的商机 + List businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(userIds, reqVO.getTimes()); + // 2.2 统计各阶段数据 + Map> businessMap = convertMultiMap(businessList, CrmBusinessDO::getEndStatus); + return convertList(CrmBusinessEndStatusEnum.values(), endStatusEnum -> { + List list = businessMap.get(endStatusEnum.getStatus()); + if (CollUtil.isEmpty(list)) { + return new CrmStatisticBusinessEndStatusRespVO(endStatusEnum.getStatus(), 0L, BigDecimal.ZERO); + } + return new CrmStatisticBusinessEndStatusRespVO(endStatusEnum.getStatus(), (long) list.size(), + getSumValue(list, CrmBusinessDO::getTotalPrice, BigDecimal::add)); + }); + } + + /** + * 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 + * + * @param reqVO 请求参数 + * @return 用户编号数组 + */ + private List getUserIds(CrmStatisticsFunnelReqVO reqVO) { + // 情况一：选中某个用户 + if (ObjUtil.isNotNull(reqVO.getUserId())) { + return List.of(reqVO.getUserId()); + } + // 情况二：选中某个部门 + // 2.1 获得部门列表 + List deptIds = convertList(deptApi.getChildDeptList(reqVO.getDeptId()), DeptRespDTO::getId); + deptIds.add(reqVO.getDeptId()); + // 2.2 获得用户编号 + return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId); + } + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPortraitServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPortraitServiceImpl.java index eae012866..83cbb53e7 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPortraitServiceImpl.java +++ b/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; import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList; import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap; -import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen; /** * CRM 客户画像 Service 实现类 @@ -55,15 +54,18 @@ public class CrmStatisticsPortraitServiceImpl implements CrmStatisticsPortraitSe // 3. 拼接数据 List areaList = AreaUtils.getByType(AreaTypeEnum.PROVINCE, area -> area); - 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 Map areaMap = convertMap(areaList, Area::getId); return convertList(list, item -> { Integer parentId = AreaUtils.getParentIdByType(item.getAreaId(), AreaTypeEnum.PROVINCE); - if (parentId == null) { // 找不到，归到未知 - return item.setAreaId(null).setAreaName("未知"); + if (parentId != null) { + Area area = areaMap.get(parentId); + if (area != null) { + item.setAreaId(parentId).setAreaName(area.getName()); + return item; + } } - findAndThen(areaMap, parentId, area -> item.setAreaId(parentId).setAreaName(area.getName())); - return item; + // 找不到，归到未知 + return item.setAreaId(null).setAreaName("未知"); }); } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml b/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml new file mode 100644 index 000000000..8f68be501 --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml @@ -0,0 +1,5 @@ + + + + + From 20b4bfd1b03fbcca713aa7d107491f53d592be9f Mon Sep 17 00:00:00 2001 From: puhui999 Date: Sun, 14 Apr 2024 16:31:53 +0800 Subject: [PATCH 2/2] =?UTF-8?q?CRM:=20=E5=AE=8C=E5=96=84=E6=96=B0=E5=A2=9E?= =?UTF-8?q?=E5=95=86=E6=9C=BA=E5=88=86=E6=9E=90?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .../CrmStatisticsFunnelController.java | 86 +++++++++++++- .../funnel/CrmStatisticsBusinessRespVO.java | 109 ++++++++++++++++++ ...StatisticsBusinessSummaryByDateRespVO.java | 21 ++++ .../vo/funnel/CrmStatisticsFunnelReqVO.java | 13 ++- .../dal/mysql/business/CrmBusinessMapper.java | 16 ++- .../statistics/CrmStatisticsFunnelMapper.java | 6 + .../service/business/CrmBusinessService.java | 19 +++ .../business/CrmBusinessServiceImpl.java | 14 +++ .../CrmStatisticsFunnelService.java | 19 +++ .../CrmStatisticsFunnelServiceImpl.java | 59 +++++++++- .../statistics/CrmStatisticsFunnelMapper.xml | 14 +++ 11 files changed, 367 insertions(+), 9 deletions(-) create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessRespVO.java create mode 100644 yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java index cbcd95265..0880b12a1 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java @@ -1,10 +1,28 @@ package cn.iocoder.yudao.module.crm.controller.admin.statistics; +import cn.hutool.core.collection.CollUtil; import cn.iocoder.yudao.framework.common.pojo.CommonResult; +import cn.iocoder.yudao.framework.common.pojo.PageResult; +import cn.iocoder.yudao.framework.common.util.collection.MapUtils; +import cn.iocoder.yudao.framework.common.util.number.NumberUtils; +import cn.iocoder.yudao.framework.common.util.object.BeanUtils; +import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO; +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusTypeDO; +import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO; +import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService; +import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusService; +import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService; import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsFunnelService; +import cn.iocoder.yudao.module.system.api.dept.DeptApi; +import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO; +import cn.iocoder.yudao.module.system.api.user.AdminUserApi; +import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO; import io.swagger.v3.oas.annotations.Operation; import io.swagger.v3.oas.annotations.tags.Tag; import jakarta.annotation.Resource; @@ -15,9 +33,14 @@ import org.springframework.web.bind.annotation.GetMapping; import org.springframework.web.bind.annotation.RequestMapping; import org.springframework.web.bind.annotation.RestController; +import java.util.Collections; import java.util.List; +import java.util.Map; +import java.util.stream.Stream; import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success; +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertListByFlatMap; +import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet; @Tag(name = "管理后台 - CRM 销售漏斗") @RestController @@ -27,6 +50,19 @@ public class CrmStatisticsFunnelController { @Resource private CrmStatisticsFunnelService crmStatisticsFunnelService; + @Resource + private CrmBusinessService businessService; + @Resource + private CrmCustomerService customerService; + @Resource + private CrmBusinessStatusService businessStatusTypeService; + @Resource + private CrmBusinessStatusService businessStatusService; + + @Resource + private AdminUserApi adminUserApi; + @Resource + private DeptApi deptApi; @GetMapping("/get-funnel-summary") @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 { return success(crmStatisticsFunnelService.getFunnelSummary(reqVO)); } - @GetMapping("/get-business-end-status-summary") @Operation(summary = "获取商机结束状态统计", description = "用于【销售漏斗】页面") @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") @@ -43,4 +78,53 @@ public class CrmStatisticsFunnelController { return success(crmStatisticsFunnelService.getBusinessEndStatusSummary(reqVO)); } + @GetMapping("/get-business-summary-by-date") + @Operation(summary = "获取新增商机分析(按日期)", description = "用于【销售漏斗】页面") + @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')") + public CommonResult> getBusinessSummaryByDate(@Valid CrmStatisticsFunnelReqVO reqVO) { + return success(crmStatisticsFunnelService.getBusinessSummaryByDate(reqVO)); + } + + @GetMapping("/get-business-page-by-date") + @Operation(summary = "获得商机分页(按日期)", description = "用于【销售漏斗】页面") + @PreAuthorize("@ss.hasPermission('crm:business:query')") + public CommonResult> getBusinessPageByDate(@Valid CrmStatisticsFunnelReqVO pageVO) { + PageResult pageResult = crmStatisticsFunnelService.getBusinessPageByDate(pageVO); + return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal())); + } + + private List buildBusinessDetailList(List list) { + if (CollUtil.isEmpty(list)) { + return Collections.emptyList(); + } + // 1.1 获取客户列表 + Map customerMap = customerService.getCustomerMap( + convertSet(list, CrmBusinessDO::getCustomerId)); + // 1.2 获取创建人、负责人列表 + Map userMap = adminUserApi.getUserMap(convertListByFlatMap(list, + contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId()))); + Map deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId)); + // 1.3 获得商机状态组 + Map statusTypeMap = businessStatusTypeService.getBusinessStatusTypeMap( + convertSet(list, CrmBusinessDO::getStatusTypeId)); + Map statusMap = businessStatusService.getBusinessStatusMap( + convertSet(list, CrmBusinessDO::getStatusId)); + // 2. 拼接数据 + return BeanUtils.toBean(list, CrmBusinessRespVO.class, businessVO -> { + // 2.1 设置客户名称 + MapUtils.findAndThen(customerMap, businessVO.getCustomerId(), customer -> businessVO.setCustomerName(customer.getName())); + // 2.2 设置创建人、负责人名称 + MapUtils.findAndThen(userMap, NumberUtils.parseLong(businessVO.getCreator()), + user -> businessVO.setCreatorName(user.getNickname())); + MapUtils.findAndThen(userMap, businessVO.getOwnerUserId(), user -> { + businessVO.setOwnerUserName(user.getNickname()); + MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> businessVO.setOwnerUserDeptName(dept.getName())); + }); + // 2.3 设置商机状态 + MapUtils.findAndThen(statusTypeMap, businessVO.getStatusTypeId(), statusType -> businessVO.setStatusTypeName(statusType.getName())); + MapUtils.findAndThen(statusMap, businessVO.getStatusId(), status -> businessVO.setStatusName( + businessService.getBusinessStatusName(businessVO.getEndStatus(), status))); + }); + } + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessRespVO.java new file mode 100644 index 000000000..48e4817ac --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessRespVO.java @@ -0,0 +1,109 @@ +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; + +import com.alibaba.excel.annotation.ExcelIgnoreUnannotated; +import com.alibaba.excel.annotation.ExcelProperty; +import io.swagger.v3.oas.annotations.media.Schema; +import lombok.AllArgsConstructor; +import lombok.Data; +import lombok.NoArgsConstructor; + +import java.math.BigDecimal; +import java.time.LocalDateTime; +import java.util.List; + +@Schema(description = "管理后台 - CRM 商机 Response VO") +@Data +@ExcelIgnoreUnannotated +public class CrmStatisticsBusinessRespVO { + + @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129") + @ExcelProperty("编号") + private Long id; + + @Schema(description = "商机名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四") + @ExcelProperty("商机名称") + private String name; + + @Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10299") + private Long customerId; + @Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四") + @ExcelProperty("客户名称") + private String customerName; + + @Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example ="true") + @ExcelProperty("跟进状态") + private Boolean followUpStatus; + + @Schema(description = "最后跟进时间") + @ExcelProperty("最后跟进时间") + private LocalDateTime contactLastTime; + + @Schema(description = "下次联系时间") + @ExcelProperty("下次联系时间") + private LocalDateTime contactNextTime; + + @Schema(description = "负责人的用户编号", example = "25682") + @ExcelProperty("负责人的用户编号") + private Long ownerUserId; + @Schema(description = "负责人名字", example = "25682") + @ExcelProperty("负责人名字") + private String ownerUserName; + @Schema(description = "负责人部门") + @ExcelProperty("负责人部门") + private String ownerUserDeptName; + + @Schema(description = "商机状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714") + private Long statusTypeId; + @Schema(description = "商机状组名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "进行中") + @ExcelProperty("商机状态组") + private String statusTypeName; + + @Schema(description = "商机状态编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320") + private Long statusId; + @Schema(description = "状态名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "跟进中") + @ExcelProperty("商机状态") + private String statusName; + + @Schema + @ExcelProperty("结束状态") + private Integer endStatus; + + @ExcelProperty("结束时的备注") + private String endRemark; + + @Schema(description = "预计成交日期") + @ExcelProperty("预计成交日期") + private LocalDateTime dealTime; + + @Schema(description = "产品总金额", example = "12025") + @ExcelProperty("产品总金额") + private BigDecimal totalProductPrice; + + @Schema(description = "整单折扣") + @ExcelProperty("整单折扣") + private BigDecimal discountPercent; + + @Schema(description = "商机总金额", example = "12371") + @ExcelProperty("商机总金额") + private BigDecimal totalPrice; + + @Schema(description = "备注", example = "随便") + @ExcelProperty("备注") + private String remark; + + @Schema(description = "创建人", example = "1024") + @ExcelProperty("创建人") + private String creator; + @Schema(description = "创建人名字", example = "芋道源码") + @ExcelProperty("创建人名字") + private String creatorName; + + @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED) + @ExcelProperty("创建时间") + private LocalDateTime createTime; + + @Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED) + @ExcelProperty("更新时间") + private LocalDateTime updateTime; + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java new file mode 100644 index 000000000..7e5323525 --- /dev/null +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java @@ -0,0 +1,21 @@ +package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; + +import io.swagger.v3.oas.annotations.media.Schema; +import lombok.Data; + +import java.math.BigDecimal; + +@Schema(description = "管理后台 - CRM 新增商机分析(按日期) VO") +@Data +public class CrmStatisticsBusinessSummaryByDateRespVO { + + @Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401") + private String time; + + @Schema(description = "新增商机数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + private Integer businessCreateCount; + + @Schema(description = "新增商机金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + private BigDecimal businessDealCount; + +} diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java index 7edc6c59c..fe15bc499 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java @@ -1,8 +1,13 @@ package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel; +import cn.iocoder.yudao.framework.common.enums.DateIntervalEnum; +import cn.iocoder.yudao.framework.common.pojo.PageParam; +import cn.iocoder.yudao.framework.common.validation.InEnum; import io.swagger.v3.oas.annotations.media.Schema; import jakarta.validation.constraints.NotNull; import lombok.Data; +import lombok.EqualsAndHashCode; +import lombok.ToString; import org.springframework.format.annotation.DateTimeFormat; import java.time.LocalDateTime; @@ -12,7 +17,9 @@ import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_ @Schema(description = "管理后台 - CRM 销售漏斗 Request VO") @Data -public class CrmStatisticsFunnelReqVO { +@EqualsAndHashCode(callSuper = true) +@ToString(callSuper = true) +public class CrmStatisticsFunnelReqVO extends PageParam { @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") @NotNull(message = "部门 id 不能为空") @@ -31,6 +38,10 @@ public class CrmStatisticsFunnelReqVO { @Schema(description = "负责人用户 id 集合", hidden = true, example = "2") private List userIds; + @Schema(description = "时间间隔类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "1") + @InEnum(value = DateIntervalEnum.class, message = "时间间隔类型，必须是 {value}") + private Integer interval; + /** * 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 * 并作为参数传递给Mapper diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java index 88cfaa9fb..5ee0908dc 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java @@ -1,5 +1,6 @@ package cn.iocoder.yudao.module.crm.dal.mysql.business; +import cn.iocoder.yudao.framework.common.pojo.PageParam; import cn.iocoder.yudao.framework.common.pojo.PageResult; import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX; import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX; @@ -14,7 +15,6 @@ import org.apache.ibatis.annotations.Mapper; import java.time.LocalDateTime; import java.util.Collection; import java.util.List; -import java.util.Set; /** * 商机 Mapper @@ -73,11 +73,23 @@ public interface CrmBusinessMapper extends BaseMapperX { .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); } - default List selectListByOwnerUserIdsAndEndStatusNotNull(Collection ownerUserIds, LocalDateTime[] times){ + default List selectListByOwnerUserIdsAndEndStatusNotNull(Collection ownerUserIds, LocalDateTime[] times) { return selectList(new LambdaQueryWrapperX() .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) .betweenIfPresent(CrmBusinessDO::getCreateTime, times) .isNotNull(CrmBusinessDO::getEndStatus)); } + default List selectListByOwnerUserIdsAndDate(Collection ownerUserIds, LocalDateTime[] times) { + return selectList(new LambdaQueryWrapperX() + .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) + .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); + } + + default PageResult selectPage(Collection ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize) { + return selectPage(new PageParam().setPageNo(pageNo).setPageSize(pageSize), new LambdaQueryWrapperX() + .in(CrmBusinessDO::getOwnerUserId, ownerUserIds) + .betweenIfPresent(CrmBusinessDO::getCreateTime, times)); + } + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java index bd19c7539..db84c0a50 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java @@ -1,7 +1,12 @@ package cn.iocoder.yudao.module.crm.dal.mysql.statistics; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByDateRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; import org.apache.ibatis.annotations.Mapper; +import java.util.List; + /** * CRM 销售漏斗 Mapper * @@ -10,5 +15,6 @@ import org.apache.ibatis.annotations.Mapper; @Mapper public interface CrmStatisticsFunnelMapper { + List selectBusinessCreateCountGroupByDate(CrmStatisticsFunnelReqVO reqVO); } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java index 9ea281399..950993d9b 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java +++ b/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 { */ List getBusinessListByOwnerUserIdsAndEndStatusNotNull(List ownerUserIds, LocalDateTime[] times); + /** + * 获得商机列表【数据统计】 + * + * @param ownerUserIds 负责人编号 + * @param times 时间范围 + * @return 商机列表 + */ + List getBusinessListByOwnerUserIdsAndDate(List ownerUserIds, LocalDateTime[] times); + + /** + * 商机分页【数据统计】 + * @param ownerUserIds 负责人编号 + * @param times 时间范围 + * @param pageNo 页码 + * @param pageSize 数量 + * @return 商机分页 + */ + PageResult getBusinessPageByDate(List ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize); + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java index f94d27e85..30debf324 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java +++ b/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 { return businessMapper.selectListByOwnerUserIdsAndEndStatusNotNull(convertSet(ownerUserIds), times); } + @Override + public List getBusinessListByOwnerUserIdsAndDate(List ownerUserIds, LocalDateTime[] times) { + if (CollUtil.isEmpty(ownerUserIds)) { + return Collections.emptyList(); + } + + return businessMapper.selectListByOwnerUserIdsAndDate(convertSet(ownerUserIds), times); + } + + @Override + public PageResult getBusinessPageByDate(List ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize) { + return businessMapper.selectPage(ownerUserIds, times, pageNo, pageSize); + } + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java index d3d0b6d4c..04fcada70 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java @@ -1,8 +1,11 @@ package cn.iocoder.yudao.module.crm.service.statistics; +import cn.iocoder.yudao.framework.common.pojo.PageResult; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; +import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; import java.util.List; @@ -29,4 +32,20 @@ public interface CrmStatisticsFunnelService { */ List getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO); + /** + * 获取新增商机分析(按日期) + * + * @param reqVO 请求 + * @return 新增商机分析 + */ + List getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO); + + /** + * 获得商机分页(按日期) + * + * @param pageVO 请求 + * @return 商机分页 + */ + PageResult getBusinessPageByDate(CrmStatisticsFunnelReqVO pageVO); + } diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java index 8dedb1c71..03aac4aa9 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java +++ b/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; import cn.hutool.core.collection.CollUtil; import cn.hutool.core.util.ObjUtil; +import cn.iocoder.yudao.framework.common.pojo.PageResult; +import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO; +import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO; import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO; import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO; import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper; @@ -18,10 +21,15 @@ import jakarta.annotation.Resource; import org.springframework.stereotype.Service; import java.math.BigDecimal; +import java.time.LocalDateTime; +import java.time.format.DateTimeFormatter; +import java.util.Collections; import java.util.List; import java.util.Map; +import java.util.stream.Collectors; import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*; +import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY; /** * CRM 销售漏斗分析 Service 实现类 @@ -63,14 +71,13 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic @Override public List getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO) { // 1. 获得用户编号数组 - List userIds = getUserIds(reqVO); - if (CollUtil.isEmpty(userIds)) { - return null; + reqVO.setUserIds(getUserIds(reqVO)); + if (CollUtil.isEmpty(reqVO.getUserIds())) { + return Collections.emptyList(); } - reqVO.setUserIds(userIds); // 2.1 获得用户负责的商机 - List businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(userIds, reqVO.getTimes()); + List businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(reqVO.getUserIds(), reqVO.getTimes()); // 2.2 统计各阶段数据 Map> businessMap = convertMultiMap(businessList, CrmBusinessDO::getEndStatus); return convertList(CrmBusinessEndStatusEnum.values(), endStatusEnum -> { @@ -83,6 +90,48 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic }); } + @Override + public List getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO) { + // 1. 获得用户编号数组 + reqVO.setUserIds(getUserIds(reqVO)); + if (CollUtil.isEmpty(reqVO.getUserIds())) { + return Collections.emptyList(); + } + + // 2. 按天统计，获取分项统计数据 + List businessCreateCountList = funnelMapper.selectBusinessCreateCountGroupByDate(reqVO); + List businessList = businessService.getBusinessListByOwnerUserIdsAndDate(reqVO.getUserIds(), reqVO.getTimes()); + Map businessDealCountMap = businessList.stream().collect(Collectors.groupingBy(business -> + business.getCreateTime().format(DateTimeFormatter.ofPattern(FORMAT_YEAR_MONTH_DAY)), + Collectors.reducing(BigDecimal.ZERO, CrmBusinessDO::getTotalPrice, BigDecimal::add))); + + // 3. 按照日期间隔，合并数据 + List timeRanges = LocalDateTimeUtils.getDateRangeList(reqVO.getTimes()[0], reqVO.getTimes()[1], reqVO.getInterval()); + return convertList(timeRanges, times -> { + Integer businessCreateCount = businessCreateCountList.stream() + .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime())) + .mapToInt(CrmStatisticsBusinessSummaryByDateRespVO::getBusinessCreateCount).sum(); + BigDecimal businessDealCount = businessDealCountMap.entrySet().stream() + .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getKey())) + .map(Map.Entry::getValue) + .reduce(BigDecimal.ZERO, BigDecimal::add); + return new CrmStatisticsBusinessSummaryByDateRespVO() + .setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval())) + .setBusinessCreateCount(businessCreateCount).setBusinessDealCount(businessDealCount); + }); + } + + @Override + public PageResult getBusinessPageByDate(CrmStatisticsFunnelReqVO pageVO) { + // 1. 获得用户编号数组 + pageVO.setUserIds(getUserIds(pageVO)); + if (CollUtil.isEmpty(pageVO.getUserIds())) { + return PageResult.empty(); + } + + return businessService.getBusinessPageByDate(pageVO.getUserIds(), pageVO.getTimes(), pageVO.getPageNo(), pageVO.getPageSize()); + } + /** * 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 * diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml b/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml index 8f68be501..c01cf1ddc 100644 --- a/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml +++ b/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml @@ -2,4 +2,18 @@ + +