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CRM：code review【客户统计】的代码实现
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YunaiV
parent
90f82b157d
commit
a8bec19196
@ -61,8 +61,10 @@ public class CrmStatisticsCustomerController {
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return success(customerService.getFollowUpSummaryByType(reqVO));
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}
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// TODO @dhb52：【客户转化率】里，应该少了一个接口，给上面图标的；
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@GetMapping("/get-contract-summary")
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@Operation(summary = "获取合同摘要信息(客户转化率页面)")
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@Operation(summary = "获取客户的首次合同、回款信息列表", description = "用于【客户转化率】页面")
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@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
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public CommonResult<List<CrmStatisticsCustomerContractSummaryRespVO>> getContractSummary(@Valid CrmStatisticsCustomerReqVO reqVO) {
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return success(customerService.getContractSummary(reqVO));
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@ -82,4 +84,6 @@ 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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}
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@ -39,6 +39,6 @@ public interface CrmStatisticsCustomerMapper {
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List<CrmStatisticsCustomerDealCycleByDateRespVO> selectCustomerDealCycleGroupByDate(CrmStatisticsCustomerReqVO reqVO);
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List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupByUser(CrmStatisticsCustomerReqVO reqVO); // TODO
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List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupByUser(CrmStatisticsCustomerReqVO reqVO);
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}
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@ -52,16 +52,18 @@ public interface CrmStatisticsCustomerService {
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List<CrmStatisticsFollowUpSummaryByTypeRespVO> getFollowUpSummaryByType(CrmStatisticsCustomerReqVO reqVO);
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/**
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* 获取合同摘要信息(客户转化率页面)
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* 获取客户的首次合同、回款信息列表，用于【客户转化率】页面
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*
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* @param reqVO 请求参数
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* @return 合同摘要列表
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* @return 客户的首次合同、回款信息列表
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*/
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List<CrmStatisticsCustomerContractSummaryRespVO> getContractSummary(CrmStatisticsCustomerReqVO reqVO);
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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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* 成交的定义：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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* @return 统计数据
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*/
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@ -24,7 +24,7 @@
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COUNT( DISTINCT customer_id ) AS customerDealCount
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FROM crm_contract
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WHERE deleted = 0
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AND audit_status = 20
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AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND 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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@ -56,7 +56,7 @@
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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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AND contract.audit_status = 20
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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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@ -72,7 +72,7 @@
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IFNULL(SUM(total_price), 0) AS contract_price
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FROM crm_contract
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WHERE deleted = 0
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AND audit_status = 20
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AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND 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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@ -88,7 +88,7 @@
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IFNULL(SUM(price), 0) AS receivable_price
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FROM crm_receivable
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WHERE deleted = 0
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AND audit_status = 20
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AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND 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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@ -175,28 +175,24 @@
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<select id="selectContractSummary"
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resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerContractSummaryRespVO">
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SELECT
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customer.name AS customer_name,
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contract.name AS contract_name,
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contract.total_price,
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IFNULL( receivable.price, 0 ) AS receivable_price,
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customer.industry_id,
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customer.source,
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customer.owner_user_id,
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customer.creator,
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customer.name AS customer_name, customer.industry_id, customer.source, customer.owner_user_id, customer.creator,
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customer.create_time,
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contract.order_date
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contract.name AS contract_name, contract.total_price, contract.order_date,
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IFNULL( receivable.price, 0 ) AS receivable_price
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FROM crm_customer AS customer
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INNER JOIN crm_contract AS contract ON customer.id = contract.customer_id
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LEFT JOIN crm_receivable AS receivable ON contract.id = receivable.contract_id
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WHERE customer.deleted = 0 AND contract.deleted = 0 AND receivable.deleted = 0
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AND contract.audit_status = 20
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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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<!-- TODO @dhb52：应该是客户的创建时间；因为它的定位，是知道这个时间范围内创建的客户，是否下合同了（转化）； -->
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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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</select>
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<!-- TIMESTAMPDIFF 用于求差值；AVG 求平均；TRUNCATE 去掉小数点、只保留整数 -->
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<select id="selectCustomerDealCycleGroupByDate"
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resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByDateRespVO">
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SELECT
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@ -205,11 +201,12 @@
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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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AND contract.audit_status = 20
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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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<!-- TODO @dhb52：应该是客户的创建时间； -->
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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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GROUP BY time
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</select>
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@ -222,11 +219,12 @@
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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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AND contract.audit_status = 20
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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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<!-- TODO @dhb52：应该是客户的创建时间； -->
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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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GROUP BY customer.owner_user_id
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</select>
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@ -7,11 +7,11 @@
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SELECT IFNULL(SUM(total_price), 0) AS count, owner_user_id
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FROM crm_contract
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WHERE deleted = 0
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AND audit_status = 20
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AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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and 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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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
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#{times[1],javaType=java.time.LocalDateTime}
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GROUP BY owner_user_id
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@ -22,11 +22,11 @@
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SELECT IFNULL(SUM(price), 0) AS count, owner_user_id
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FROM crm_receivable
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WHERE deleted = 0
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AND audit_status = 20
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AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND 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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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND return_time between #{times[0],javaType=java.time.LocalDateTime} and
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#{times[1],javaType=java.time.LocalDateTime}
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GROUP BY owner_user_id
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@ -37,11 +37,11 @@
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SELECT COUNT(1) AS count, owner_user_id
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FROM crm_contract
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WHERE deleted = 0
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AND audit_status = 20
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AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
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AND 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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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
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#{times[1],javaType=java.time.LocalDateTime}
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GROUP BY owner_user_id
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@ -55,9 +55,9 @@
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WHERE deleted = 0
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AND audit_status = 20
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AND 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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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
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#{times[1],javaType=java.time.LocalDateTime}
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GROUP BY owner_user_id
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@ -69,9 +69,9 @@
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FROM crm_customer
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WHERE deleted = 0
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AND 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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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND create_time between #{times[0],javaType=java.time.LocalDateTime} and
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#{times[1],javaType=java.time.LocalDateTime}
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GROUP BY owner_user_id
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@ -83,9 +83,9 @@
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FROM crm_contact
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WHERE deleted = 0
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AND 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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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND create_time between #{times[0],javaType=java.time.LocalDateTime} and
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#{times[1],javaType=java.time.LocalDateTime}
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GROUP BY owner_user_id
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@ -99,9 +99,9 @@
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WHERE cfur.deleted = 0
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AND cc.deleted = 0
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AND cc.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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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and
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#{times[1],javaType=java.time.LocalDateTime}
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GROUP BY cc.owner_user_id
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@ -115,9 +115,9 @@
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WHERE cfur.deleted = 0
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AND cc.deleted = 0
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AND cc.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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<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
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#{userId}
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</foreach>
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AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and
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#{times[1],javaType=java.time.LocalDateTime}
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GROUP BY cc.owner_user_id
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