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feat: CRM/数据统计/员工客户分析 初稿

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dhb52 2024-03-01 00:10:23 +08:00
parent fbb624d826
commit 34f68ce4c6
6 changed files with 130 additions and 20 deletions
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14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.java
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@ -55,4 +55,18 @@ public class CrmStatisticsCustomerController {
return success(customerService.getDistinctRecordCount(reqVO));
}
@GetMapping("/get-record-type-count")
@Operation(summary = "获取客户跟进方式统计数")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerCountVO>> getRecordTypeCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getRecordTypeCount(reqVO));
}
@GetMapping("/get-customer-cycle")
@Operation(summary = "获取客户成交周期")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerCountVO>> getCustomerCycle(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getCustomerCycle(reqVO));
}
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerCountVO.java
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@ -23,6 +23,12 @@ public class CrmStatisticsCustomerCountVO {
* 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
*/
@Schema(description = "数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer count;
private Integer count = 0;
/**
* 成交周期(天)
*/
@Schema(description = "成交周期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1.0")
private Double cycle = 0.0;
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsCustomerMapper.java
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@ -22,4 +22,8 @@ public interface CrmStatisticsCustomerMapper {
List<CrmStatisticsCustomerCountVO> selectDistinctRecordCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
List<CrmStatisticsCustomerCountVO> selectRecordCountGroupbyType(CrmStatisticsCustomerReqVO reqVO);
List<CrmStatisticsCustomerCountVO> selectCustomerCycleGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.java
View File

@ -45,4 +45,20 @@ public interface CrmStatisticsCustomerService {
*/
List<CrmStatisticsCustomerCountVO> getDistinctRecordCount(CrmStatisticsCustomerReqVO reqVO);
/**
* 获取客户跟进方式统计数
*
* @param reqVO 请求参数
* @return 客户跟进方式统计数
*/
List<CrmStatisticsCustomerCountVO> getRecordTypeCount(CrmStatisticsCustomerReqVO reqVO);
/**
* 获取客户成交周期
*
* @param reqVO 请求参数
* @return 客户成交周期
*/
List<CrmStatisticsCustomerCountVO> getCustomerCycle(CrmStatisticsCustomerReqVO reqVO);
}

53
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.java
View File

@ -3,12 +3,14 @@ package cn.iocoder.yudao.module.crm.service.statistics;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.date.LocalDateTimeUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsCustomerMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
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.dict.DictDataApi;
import cn.iocoder.yudao.module.system.api.dict.dto.DictDataRespDTO;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import jakarta.annotation.Resource;
@ -21,7 +23,8 @@ import java.util.List;
import java.util.Map;
import java.util.function.Function;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
/**
* CRM 数据统计 员工客户分析 Service 实现类
@ -39,6 +42,8 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Resource
private DictDataApi dictDataApi;
@Override
public List<CrmStatisticsCustomerCountVO> getTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO) {
@ -62,6 +67,37 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
return getStat(reqVO, customerMapper::selectDistinctRecordCountGroupbyDate);
}
@Override
public List<CrmStatisticsCustomerCountVO> getRecordTypeCount(CrmStatisticsCustomerReqVO reqVO) {
// 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
if (ObjUtil.isNotNull(reqVO.getUserId())) {
reqVO.setUserIds(List.of(reqVO.getUserId()));
} else {
reqVO.setUserIds(getUserIds(reqVO.getDeptId()));
}
if (CollUtil.isEmpty(reqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 获得排行数据
reqVO.setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType());
List<CrmStatisticsCustomerCountVO> stats = customerMapper.selectRecordCountGroupbyType(reqVO);
// 3. 获取字典数据
List<DictDataRespDTO> followUpTypes = dictDataApi.getDictDataList("crm_follow_up_type");
final Map<String, String> followUpTypeMap = convertMap(followUpTypes, DictDataRespDTO::getValue, DictDataRespDTO::getLabel);
stats.forEach(stat -> {
stat.setCategory(followUpTypeMap.get(stat.getCategory()));
});
return stats;
}
@Override
public List<CrmStatisticsCustomerCountVO> getCustomerCycle(CrmStatisticsCustomerReqVO reqVO) {
return getStat(reqVO, customerMapper::selectCustomerCycleGroupbyDate);
}
/**
* 获得统计数据
*
@ -98,9 +134,9 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
// 4. 生成时间序列
List<CrmStatisticsCustomerCountVO> result = CollUtil.newArrayList();
while (startTime.compareTo(endTime) <= 0) {
while (!startTime.isAfter(endTime)) {
final String category = LocalDateTimeUtil.format(startTime, byMonth ? "yyyyMM" : "yyyyMMdd");
result.add(new CrmStatisticsCustomerCountVO().setCategory(category).setCount(0));
result.add(new CrmStatisticsCustomerCountVO().setCategory(category));
if (byMonth)
startTime = startTime.plusMonths(1);
else
@ -108,12 +144,13 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
}
// 5. 使用时间序列填充结果
final Map<String, Integer> statMap = convertMap(stats,
CrmStatisticsCustomerCountVO::getCategory,
CrmStatisticsCustomerCountVO::getCount);
final Map<String, CrmStatisticsCustomerCountVO> statMap = convertMap(stats,
CrmStatisticsCustomerCountVO::getCategory,
Function.identity());
result.forEach(r -> {
if (statMap.containsKey(r.getCategory())) {
r.setCount(statMap.get(r.getCategory()));
r.setCount(statMap.get(r.getCategory()).getCount())
.setCycle(statMap.get(r.getCategory()).getCycle());
}
});

55
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml
View File

@ -6,8 +6,8 @@
<select id="selectCustomerCountGroupbyDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
SELECT
count(*) AS count,
DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category
DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category,
count(*) AS count
FROM
crm_customer
WHERE
@ -18,15 +18,14 @@
</foreach>
AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY
DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} )
GROUP BY category
</select>
<select id="selectDealCustomerCountGroupbyDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
SELECT
count( DISTINCT a.id ) AS count,
DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) AS category
DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) AS category,
count( DISTINCT a.id ) AS count
FROM
crm_customer AS a
LEFT JOIN crm_contract AS b ON b.customer_id = a.id
@ -39,8 +38,7 @@
</foreach>
AND b.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY
DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} )
GROUP BY category
</select>
<select id="selectRecordCountGroupbyDate"
@ -58,8 +56,7 @@
AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
#{times[1],javaType=java.time.LocalDateTime}
AND biz_type = #{bizType,javaType=java.lang.Integer}
GROUP BY
DATE_FORMAT (create_time, #{sqlDateFormat,javaType=java.lang.String} )
GROUP BY category
</select>
<select id="selectDistinctRecordCountGroupbyDate"
@ -77,7 +74,43 @@
AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
#{times[1],javaType=java.time.LocalDateTime}
AND biz_type = #{bizType,javaType=java.lang.Integer}
GROUP BY DATE_FORMAT (create_time, #{sqlDateFormat,javaType=java.lang.String} )
GROUP BY category
</select>
<select id="selectRecordCountGroupbyType"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
SELECT
type AS category,
count(*) AS count
FROM crm_follow_up_record
WHERE
creator IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
#{times[1],javaType=java.time.LocalDateTime}
AND biz_type = #{bizType,javaType=java.lang.Integer}
GROUP BY category
</select>
<select id="selectCustomerCycleGroupbyDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
SELECT
DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) AS category,
IFNULL( TRUNCATE ( AVG( TIMESTAMPDIFF( DAY, a.create_time, b.order_date )), 1 ), 0 ) AS cycle
FROM crm_customer AS a
LEFT JOIN crm_contract AS b ON b.customer_id = a.id
WHERE
a.deleted = 0 AND b.deleted = 0
AND b.audit_status = 20
AND a.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND b.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY category
</select>
</mapper>