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feat: 客户成交周期分析(按区域、按产品)
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dhb52
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@ -53,3 +53,13 @@ tenant-id: {{adminTenentId}}
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GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-user?deptId=100×[0]=2023-01-01 00:00:00×[1]=2024-12-12 23:59:59
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Authorization: Bearer {{token}}
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tenant-id: {{adminTenentId}}
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### 6.3 获取客户成交周期(按区域)
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GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-area?deptId=100×[0]=2023-01-01 00:00:00×[1]=2024-12-12 23:59:59
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Authorization: Bearer {{token}}
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tenant-id: {{adminTenentId}}
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### 6.4 获取客户成交周期(按产品)
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GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-product?deptId=100×[0]=2023-01-01 00:00:00×[1]=2024-12-12 23:59:59
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Authorization: Bearer {{token}}
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tenant-id: {{adminTenentId}}
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@ -96,6 +96,18 @@ public class CrmStatisticsCustomerController {
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return success(customerService.getCustomerDealCycleByUser(reqVO));
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}
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// TODO dhb52：【成交周期分析】里，有按照员工（已实现）、地区（未实现）、产品（未实现），需要在看看哈；可以把 CustomerDealCycle 拆成 3 个 tab，员工客户成交周期分析、地区客户成交周期分析、产品客户成交周期分析；
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@GetMapping("/get-customer-deal-cycle-by-area")
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@Operation(summary = "获取客户成交周期(按用户)")
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@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
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public CommonResult<List<CrmStatisticsCustomerDealCycleByAreaRespVO>> getCustomerDealCycleByArea(@Valid CrmStatisticsCustomerReqVO reqVO) {
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return success(customerService.getCustomerDealCycleByArea(reqVO));
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}
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@GetMapping("/get-customer-deal-cycle-by-product")
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@Operation(summary = "获取客户成交周期(按用户)")
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@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
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public CommonResult<List<CrmStatisticsCustomerDealCycleByProductRespVO>> getCustomerDealCycleByProduct(@Valid CrmStatisticsCustomerReqVO reqVO) {
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return success(customerService.getCustomerDealCycleByProduct(reqVO));
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}
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}
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@ -0,0 +1,24 @@
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
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import com.fasterxml.jackson.annotation.JsonIgnore;
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import io.swagger.v3.oas.annotations.media.Schema;
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import lombok.Data;
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@Schema(description = "管理后台 - CRM 客户成交周期分析(按区域) VO")
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@Data
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public class CrmStatisticsCustomerDealCycleByAreaRespVO {
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@Schema(description = "省份编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
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@JsonIgnore
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private Integer areaId;
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@Schema(description = "省份名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "浙江省")
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private String areaName;
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@Schema(description = "成交周期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1.0")
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private Double customerDealCycle;
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@Schema(description = "成交客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
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private Integer customerDealCount;
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}
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@ -0,0 +1,19 @@
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
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import io.swagger.v3.oas.annotations.media.Schema;
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import lombok.Data;
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@Schema(description = "管理后台 - CRM 客户成交周期分析(按产品) VO")
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@Data
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public class CrmStatisticsCustomerDealCycleByProductRespVO {
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@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "演示产品")
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private String productName;
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@Schema(description = "成交周期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1.0")
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private Double customerDealCycle;
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@Schema(description = "成交客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
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private Integer customerDealCount;
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}
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@ -53,6 +53,7 @@ public interface CrmStatisticsCustomerMapper {
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/**
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* 合同总金额(按用户)
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*
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* @return 统计数据@return 统计数据@param reqVO 请求参数
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* @return 统计数据
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*/
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@ -191,4 +192,20 @@ public interface CrmStatisticsCustomerMapper {
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*/
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List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupByUser(CrmStatisticsCustomerReqVO reqVO);
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/**
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* 客户成交周期(按区域)
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*
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* @param reqVO 请求参数
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* @return 统计数据
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*/
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List<CrmStatisticsCustomerDealCycleByAreaRespVO> selectCustomerDealCycleGroupByAreaId(CrmStatisticsCustomerReqVO reqVO);
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/**
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* 客户成交周期(按产品)
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*
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* @param reqVO 请求参数
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* @return 统计数据
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*/
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List<CrmStatisticsCustomerDealCycleByProductRespVO> selectCustomerDealCycleGroupByProductId(CrmStatisticsCustomerReqVO reqVO);
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}
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@ -77,7 +77,7 @@ public interface CrmStatisticsCustomerService {
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/**
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* 客户成交周期(按日期)
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*
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* <p>
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* 成交周期的定义：客户 customer 在创建出来，到合同 contract 第一次成交的时间差
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*
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* @param reqVO 请求参数
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@ -93,4 +93,20 @@ public interface CrmStatisticsCustomerService {
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*/
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List<CrmStatisticsCustomerDealCycleByUserRespVO> getCustomerDealCycleByUser(CrmStatisticsCustomerReqVO reqVO);
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/**
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* 客户成交周期(按区域)
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*
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* @param reqVO 请求参数
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* @return 统计数据
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*/
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List<CrmStatisticsCustomerDealCycleByAreaRespVO> getCustomerDealCycleByArea(CrmStatisticsCustomerReqVO reqVO);
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/**
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* 客户成交周期(按产品)
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*
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* @param reqVO 请求参数
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* @return 统计数据
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*/
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List<CrmStatisticsCustomerDealCycleByProductRespVO> getCustomerDealCycleByProduct(CrmStatisticsCustomerReqVO reqVO);
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}
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@ -4,6 +4,9 @@ import cn.hutool.core.collection.CollUtil;
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import cn.hutool.core.util.ObjUtil;
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import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
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import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
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import cn.iocoder.yudao.framework.ip.core.Area;
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import cn.iocoder.yudao.framework.ip.core.enums.AreaTypeEnum;
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import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
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import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
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import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsCustomerMapper;
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import cn.iocoder.yudao.module.system.api.dept.DeptApi;
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@ -19,6 +22,7 @@ import java.time.LocalDateTime;
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import java.util.Collections;
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import java.util.List;
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import java.util.Map;
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import java.util.function.Function;
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import java.util.stream.Stream;
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import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
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@ -290,6 +294,51 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
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return summaryList;
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}
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@Override
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public List<CrmStatisticsCustomerDealCycleByAreaRespVO> getCustomerDealCycleByArea(CrmStatisticsCustomerReqVO reqVO) {
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// 1. 获得用户编号数组
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List<Long> userIds = getUserIds(reqVO);
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if (CollUtil.isEmpty(userIds)) {
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return Collections.emptyList();
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}
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reqVO.setUserIds(userIds);
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// 2. 获取客户地区统计数据
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List<CrmStatisticsCustomerDealCycleByAreaRespVO> dealCycleByAreaList = customerMapper.selectCustomerDealCycleGroupByAreaId(reqVO);
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if (CollUtil.isEmpty(dealCycleByAreaList)) {
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return Collections.emptyList();
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}
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// 3. 拼接数据
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Map<Integer, Area> areaMap = convertMap(AreaUtils.getByType(AreaTypeEnum.PROVINCE, Function.identity()),
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Area::getId);
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return convertList(dealCycleByAreaList, vo -> {
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if (vo.getAreaId() != null) {
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Integer parentId = AreaUtils.getParentIdByType(vo.getAreaId(), AreaTypeEnum.PROVINCE);
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findAndThen(areaMap, parentId, area -> vo.setAreaId(parentId).setAreaName(area.getName()));
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}
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return vo;
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});
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}
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@Override
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public List<CrmStatisticsCustomerDealCycleByProductRespVO> getCustomerDealCycleByProduct(CrmStatisticsCustomerReqVO reqVO) {
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// 1. 获得用户编号数组
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List<Long> userIds = getUserIds(reqVO);
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if (CollUtil.isEmpty(userIds)) {
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return Collections.emptyList();
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}
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reqVO.setUserIds(userIds);
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// 2. 获取客户产品统计数据
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List<CrmStatisticsCustomerDealCycleByProductRespVO> dealCycleByProductList = customerMapper.selectCustomerDealCycleGroupByProductId(reqVO);
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if (CollUtil.isEmpty(dealCycleByProductList)) {
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return Collections.emptyList();
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}
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return dealCycleByProductList;
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}
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/**
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* 拼接用户信息（昵称）
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*
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@ -19,17 +19,18 @@
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<!-- TODO 芋艿：应该不用过滤时间 -->
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<select id="selectCustomerDealCountGroupByDate"
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resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByDateRespVO">
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SELECT DATE_FORMAT(customer.create_time, '%Y-%m-%d') AS time,
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COUNT(DISTINCT customer.id) AS customer_deal_count
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SELECT DATE_FORMAT(customer.create_time, '%Y-%m-%d') AS time,
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COUNT(DISTINCT customer.id) AS customer_deal_count
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FROM crm_customer AS customer
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LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id
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WHERE customer.deleted = 0 AND contract.deleted = 0
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WHERE customer.deleted = 0
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AND contract.deleted = 0
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AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND customer.owner_user_id IN
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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
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AND customer.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
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GROUP BY time
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</select>
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@ -53,13 +54,14 @@
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COUNT(DISTINCT customer.id) AS customer_deal_count
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FROM crm_customer AS customer
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LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id
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WHERE customer.deleted = 0 AND contract.deleted = 0
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WHERE customer.deleted = 0
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AND contract.deleted = 0
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AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND customer.owner_user_id IN
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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
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AND customer.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
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GROUP BY customer.owner_user_id
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</select>
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@ -221,4 +223,42 @@
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GROUP BY customer.owner_user_id
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</select>
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<select id="selectCustomerDealCycleGroupByAreaId"
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resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByAreaRespVO">
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SELECT customer.area_id AS area_id,
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IFNULL(TRUNCATE(AVG(TIMESTAMPDIFF(DAY, customer.create_time, contract.order_date)), 1), 0) AS customer_deal_cycle,
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COUNT(DISTINCT customer.id) AS customer_deal_count
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FROM crm_customer AS customer
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LEFT JOIN crm_contract AS contract ON customer.id = contract.customer_id
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WHERE customer.deleted = 0
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AND contract.deleted = 0
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AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND customer.owner_user_id IN
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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND customer.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
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GROUP BY
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customer.area_id
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</select>
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<select id="selectCustomerDealCycleGroupByProductId"
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resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByProductRespVO">
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SELECT (SELECT name FROM crm_product WHERE id = product.id) AS product_name,
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IFNULL(TRUNCATE(AVG(TIMESTAMPDIFF(DAY, customer.create_time, contract.order_date)), 1), 0) AS customer_deal_cycle,
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COUNT(DISTINCT customer.id) AS customer_deal_count
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FROM crm_customer AS customer
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LEFT JOIN crm_contract AS contract ON customer.id = contract.customer_id
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LEFT JOIN crm_contract_product AS product ON product.contract_id = contract.id
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WHERE customer.deleted = 0
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AND contract.deleted = 0
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AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND customer.owner_user_id IN
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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND customer.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
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GROUP BY product.id
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</select>
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</mapper>
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