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feat: CRM/数据统计/客户总量分析

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dhb52 2024-02-28 21:41:10 +08:00
parent b285548b9d
commit 7d120a2f36
8 changed files with 360 additions and 0 deletions
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19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.http Normal file
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### 新建客户总量分析(按日)
GET {{baseUrl}}/crm/statistics-customer/get-total-customer-count?deptId=100&times[0]=2024-12-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 新建客户总量分析(按月)
GET {{baseUrl}}/crm/statistics-customer/get-total-customer-count?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 成交客户总量分析(按日)
GET {{baseUrl}}/crm/statistics-customer/get-deal-total-customer-count?deptId=100&times[0]=2024-12-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 成交客户总量分析(按月)
GET {{baseUrl}}/crm/statistics-customer/get-deal-total-customer-count?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}

44
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.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.customer.CrmStatisticsCustomerCountVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsCustomerService;
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 数据统计 员工客户分析")
@RestController
@RequestMapping("/crm/statistics-customer")
@Validated
public class CrmStatisticsCustomerController {
@Resource
private CrmStatisticsCustomerService customerService;
@GetMapping("/get-total-customer-count")
@Operation(summary = "获得新建客户数量")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerCountVO>> getTotalCustomerCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getTotalCustomerCount(reqVO));
}
@GetMapping("/get-deal-total-customer-count")
@Operation(summary = "获得成交客户数量")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerCountVO>> getDealTotalCustomerCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getDealTotalCustomerCount(reqVO));
}
}

28
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerCountVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 数据统计 员工客户分析 VO")
@Data
public class CrmStatisticsCustomerCountVO {
/**
* 时间轴
* <p>
* group by DATE_FORMAT(create_date, '%Y%m')
*/
@Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
private String category;
/**
* 数量是个特别“抽象”的概念，在不同排行下，代表不同含义
* <p>
* 1. 金额：合同金额排行、回款金额排行
* 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;
}

47
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
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 数据统计 员工客户分析 Request VO")
@Data
public class CrmStatisticsCustomerReqVO {
@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;
/**
* group by DATE_FORMAT(field, #{dateFormat})
*/
@Schema(description = "Group By 日期格式", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "%Y%m")
private String sqlDateFormat;
}

21
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsCustomerMapper.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.customer.CrmStatisticsCustomerCountVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
import org.apache.ibatis.annotations.Mapper;
import java.util.List;
/**
* CRM 数据统计 员工客户分析 Mapper
*
* @author dhb52
*/
@Mapper
public interface CrmStatisticsCustomerMapper {
List<CrmStatisticsCustomerCountVO> selectCustomerCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
List<CrmStatisticsCustomerCountVO> selectDealCustomerCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
}

31
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.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.customer.CrmStatisticsCustomerReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO;
import java.util.List;
/**
* CRM 数据统计 员工客户分析 Service 接口
*
* @author dhb52
*/
public interface CrmStatisticsCustomerService {
/**
* 获取新建客户数量
*
* @param reqVO 请求参数
* @return 新建客户数量统计
*/
List<CrmStatisticsCustomerCountVO> getTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO);
/**
* 获取成交客户数量
*
* @param reqVO 请求参数
* @return 成交客户数量统计
*/
List<CrmStatisticsCustomerCountVO> getDealTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO);
}

124
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.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.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.dal.mysql.statistics.CrmStatisticsCustomerMapper;
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 org.springframework.validation.annotation.Validated;
import java.time.LocalDateTime;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.function.Function;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
/**
* CRM 数据统计 员工客户分析 Service 实现类
*
* @author dhb52
*/
@Service
@Validated
public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerService {
@Resource
private CrmStatisticsCustomerMapper customerMapper;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Override
public List<CrmStatisticsCustomerCountVO> getTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO) {
return getStat(reqVO, customerMapper::selectCustomerCountGroupbyDate);
}
@Override
public List<CrmStatisticsCustomerCountVO> getDealTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO) {
return getStat(reqVO, customerMapper::selectDealCustomerCountGroupbyDate);
}
/**
* 获得统计数据
*
* @param reqVO 参数
* @param statFunction 统计方法
* @return 统计数据
*/
private List<CrmStatisticsCustomerCountVO> getStat(CrmStatisticsCustomerReqVO reqVO, Function<CrmStatisticsCustomerReqVO, List<CrmStatisticsCustomerCountVO>> statFunction) {
// 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. 生成日期格式
LocalDateTime startTime = reqVO.getTimes()[0];
final LocalDateTime endTime = reqVO.getTimes()[1];
final long days = LocalDateTimeUtil.between(startTime, endTime).toDays();
boolean byMonth = days > 31;
if (byMonth) {
// 按月
reqVO.setSqlDateFormat("%Y%m");
} else {
// 按日
reqVO.setSqlDateFormat("%Y%m%d");
}
// 3. 获得排行数据
List<CrmStatisticsCustomerCountVO> stats = statFunction.apply(reqVO);
// 4. 生成时间序列
List<CrmStatisticsCustomerCountVO> result = CollUtil.newArrayList();
while (startTime.compareTo(endTime) <= 0) {
final String category = LocalDateTimeUtil.format(startTime, byMonth ? "yyyyMM" : "yyyyMMdd");
result.add(new CrmStatisticsCustomerCountVO().setCategory(category).setCount(0));
if (byMonth)
startTime = startTime.plusMonths(1);
else
startTime = startTime.plusDays(1);
}
// 5. 使用时间序列填充结果
final Map<String, Integer> statMap = convertMap(stats,
CrmStatisticsCustomerCountVO::getCategory,
CrmStatisticsCustomerCountVO::getCount);
result.forEach(r -> {
if (statMap.containsKey(r.getCategory())) {
r.setCount(statMap.get(r.getCategory()));
}
});
return result;
}
/**
* 获得部门下的用户编号数组，包括子部门的
*
* @param deptId 部门编号
* @return 用户编号数组
*/
public List<Long> getUserIds(Long deptId) {
// 1. 获得部门列表
List<Long> deptIds = convertList(deptApi.getChildDeptList(deptId), DeptRespDTO::getId);
deptIds.add(deptId);
// 2. 获得用户编号
return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
}
}

46
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.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.CrmStatisticsCustomerMapper">
<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
FROM
crm_customer
WHERE
deleted = 0
AND owner_user_id 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}
GROUP BY
DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} )
</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
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
DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} )
</select>
</mapper>