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CRM员工业绩统计PR v2.0

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scholar 2024-03-15 12:09:19 +08:00
parent d556b29214
commit 705a3e53ca
7 changed files with 451 additions and 0 deletions
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52
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsPerformanceController.java Normal file
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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.performance.CrmStatisticsPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsPerformanceService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
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 jakarta.annotation.Resource;
import jakarta.validation.Valid;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 员工业绩统计")
@RestController
@RequestMapping("/crm/statistics-performance")
@Validated
public class CrmStatisticsPerformanceController {
@Resource
private CrmStatisticsPerformanceService performanceService;
@GetMapping("/get-contract-count-performance")
@Operation(summary = "员工业绩-签约合同数量")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsPerformanceRespVO>> getContractCountPerformance(@Valid CrmStatisticsPerformanceReqVO performanceReqVO) {
return success(performanceService.getContractCountPerformance(performanceReqVO));
}
@GetMapping("/get-contract-price-performance")
@Operation(summary = "员工业绩-获得合同金额")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsPerformanceRespVO>> getContractPriceStaffPerformance(@Valid CrmStatisticsPerformanceReqVO performanceReqVO) {
return success(performanceService.getContractPricePerformance(performanceReqVO));
}
@GetMapping("/get-receivable-price-performance")
@Operation(summary = "员工业绩-获得回款金额")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsPerformanceRespVO>> getReceivablePriceStaffPerformance(@Valid CrmStatisticsPerformanceReqVO performanceReqVO) {
return success(performanceService.getReceivablePricePerformance(performanceReqVO));
}
}

41
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/performance/CrmStatisticsPerformanceReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
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 员工业绩统计 Request VO")
@Data
public class CrmStatisticsPerformanceReqVO {
@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
* <p>
* 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", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "2")
private List<Long> userIds;
@Schema(description = "时间范围", requiredMode = Schema.RequiredMode.REQUIRED)
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@NotEmpty(message = "时间范围不能为空")
private LocalDateTime[] times;
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/performance/CrmStatisticsPerformanceRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
@Schema(description = "管理后台 - CRM 员工业绩统计 Response VO")
@Data
public class CrmStatisticsPerformanceRespVO {
@Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
private String time;
@Schema(description = "当月统计结果", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private BigDecimal currentMonthCount;
@Schema(description = "上月统计结果", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private BigDecimal lastMonthCount;
@Schema(description = "去年同期统计结果", requiredMode = Schema.RequiredMode.REQUIRED, example = "3")
private BigDecimal lastYearCount;
}

41
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsPerformanceMapper.java Normal file
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package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
import org.apache.ibatis.annotations.Mapper;
import java.util.List;
/**
* CRM 员工业绩分析 Mapper
*
* @author scholar
*/
@Mapper
public interface CrmStatisticsPerformanceMapper {
/**
* 员工签约合同数量
*
* @param performanceReqVO 参数
* @return 员工签约合同数量
*/
List<CrmStatisticsPerformanceRespVO> selectContractCountPerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
/**
* 员工签约合同金额
*
* @param performanceReqVO 参数
* @return 员工签约合同金额
*/
List<CrmStatisticsPerformanceRespVO> selectContractPricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
/**
* 员工回款金额
*
* @param performanceReqVO 参数
* @return 员工回款金额
*/
List<CrmStatisticsPerformanceRespVO> selectReceivablePricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
}

42
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPerformanceService.java Normal file
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package cn.iocoder.yudao.module.crm.service.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
import java.util.List;
/**
* CRM 员工绩效统计 Service 接口
*
* @author scholar
*/
public interface CrmStatisticsPerformanceService {
/**
* 员工签约合同数量分析
*
* @param performanceReqVO 排行参数
* @return 员工签约合同数量排行分析
*/
List<CrmStatisticsPerformanceRespVO> getContractCountPerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
/**
* 员工签约合同金额分析
*
* @param performanceReqVO 排行参数
* @return 员工签约合同金额分析
*/
List<CrmStatisticsPerformanceRespVO> getContractPricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
/**
* 员工获得回款金额分析
*
* @param performanceReqVO 排行参数
* @return 员工获得回款金额分析
*/
List<CrmStatisticsPerformanceRespVO> getReceivablePricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
}

99
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPerformanceServiceImpl.java Normal file
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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.performance.CrmStatisticsPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsPerformanceMapper;
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 org.springframework.stereotype.Service;
import org.springframework.validation.annotation.Validated;
import jakarta.annotation.Resource;
import java.util.Collections;
import java.util.List;
import java.util.function.Function;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
/**
* CRM 员工业绩分析 Service 实现类
*
* @author scholar
*/
@Service
@Validated
public class CrmStatisticsPerformanceServiceImpl implements CrmStatisticsPerformanceService {
@Resource
private CrmStatisticsPerformanceMapper performanceMapper;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Override
public List<CrmStatisticsPerformanceRespVO> getContractCountPerformance(CrmStatisticsPerformanceReqVO performanceReqVO) {
return getPerformance(performanceReqVO, performanceMapper::selectContractCountPerformance);
}
@Override
public List<CrmStatisticsPerformanceRespVO> getContractPricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO) {
return getPerformance(performanceReqVO, performanceMapper::selectContractPricePerformance);
}
@Override
public List<CrmStatisticsPerformanceRespVO> getReceivablePricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO) {
return getPerformance(performanceReqVO, performanceMapper::selectReceivablePricePerformance);
}
/**
* 获得员工业绩数据
*
* @param performanceReqVO 参数
* @param performanceFunction 排行榜方法
* @return 排行版数据
*/
private List<CrmStatisticsPerformanceRespVO> getPerformance(CrmStatisticsPerformanceReqVO performanceReqVO, Function<CrmStatisticsPerformanceReqVO,
List<CrmStatisticsPerformanceRespVO>> performanceFunction) {
// 1. 获得用户编号数组
final List<Long> userIds = getUserIds(performanceReqVO);
if (CollUtil.isEmpty(userIds)) {
return Collections.emptyList();
}
performanceReqVO.setUserIds(userIds);
// 2. 获得排行数据
List<CrmStatisticsPerformanceRespVO> performance = performanceFunction.apply(performanceReqVO);
if (CollUtil.isEmpty(performance)) {
return Collections.emptyList();
}
return performance;
}
/**
* 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<Long> getUserIds(CrmStatisticsPerformanceReqVO 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
final Long deptId = reqVO.getDeptId();
List<Long> deptIds = convertList(deptApi.getChildDeptList(deptId), DeptRespDTO::getId);
deptIds.add(deptId);
// 2.2 获得用户编号
return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
}
}

152
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsPerformanceMapper.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsPerformanceMapper">
<select id="selectContractCountPerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO">
SELECT
t.time as time,
COALESCE(t.currentMonthCount,0) as currentMonthCount,
COALESCE(y.lastMonthCount,0) as lastMonthCount,
COALESCE(z.lastYearCount,0) as lastYearCount
FROM
(SELECT
COUNT(1) AS currentMonthCount,
DATE_FORMAT(order_date, '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
GROUP BY time)t
LEFT JOIN
(SELECT
COUNT(1) AS lastMonthCount,
DATE_FORMAT(DATE_ADD(order_date,INTERVAL 1 MONTH), '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND (DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
or DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1)
GROUP BY time)y ON t.time = y.time
LEFT JOIN
(SELECT
COUNT(1) AS lastYearCount,
DATE_FORMAT(DATE_ADD(order_date,INTERVAL 1 YEAR), '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1
GROUP BY time)z ON t.time = z.time
</select>
<select id="selectContractPricePerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO">
SELECT
t.time as time,
COALESCE(t.currentMonthCount,0) as currentMonthCount,
COALESCE(y.lastMonthCount,0) as lastMonthCount,
COALESCE(z.lastYearCount,0) as lastYearCount
FROM
(SELECT
IFNULL(SUM(total_price), 0) AS currentMonthCount,
DATE_FORMAT(order_date, '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
GROUP BY time)t
LEFT JOIN
(SELECT
IFNULL(SUM(total_price), 0) AS lastMonthCount,
DATE_FORMAT(DATE_ADD(order_date,INTERVAL 1 MONTH), '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND (DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
or DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1)
GROUP BY time)y ON t.time = y.time
LEFT JOIN
(SELECT
IFNULL(SUM(total_price), 0) AS lastYearCount,
DATE_FORMAT(DATE_ADD(order_date,INTERVAL 1 YEAR), '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1
GROUP BY time)z ON t.time = z.time
</select>
<select id="selectReceivablePricePerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO">
SELECT
t.time as time,
COALESCE(t.currentMonthCount,0) as currentMonthCount,
COALESCE(y.lastMonthCount,0) as lastMonthCount,
COALESCE(z.lastYearCount,0) as lastYearCount
FROM
(SELECT
IFNULL(SUM(price), 0) AS currentMonthCount,
DATE_FORMAT(return_time, '%Y-%m') AS time
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(return_time, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
GROUP BY time)t
LEFT JOIN
(SELECT
IFNULL(SUM(price), 0) AS lastMonthCount,
DATE_FORMAT(DATE_ADD(return_time,INTERVAL 1 MONTH), '%Y-%m') AS time
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND (DATE_FORMAT(return_time, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
or DATE_FORMAT(return_time, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1)
GROUP BY time)y ON t.time = y.time
LEFT JOIN
(SELECT
IFNULL(SUM(price), 0) AS lastYearCount,
DATE_FORMAT(DATE_ADD(return_time,INTERVAL 1 YEAR), '%Y-%m') AS time
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(return_time, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1
GROUP BY time)z ON t.time = z.time
</select>
</mapper>