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feat: CRM/数据统计/员工客户分析/客户跟进次数分析

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This commit is contained in:
dhb52 2024-02-28 23:07:38 +08:00
parent a0b413b3a3
commit fbb624d826
7 changed files with 113 additions and 1 deletions
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20
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.http
View File

@ -16,4 +16,24 @@ 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}}
### 获取客户跟进次数(按日)
GET {{baseUrl}}/crm/statistics-customer/get-record-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}}
### 获取客户跟进次数(按月)
GET {{baseUrl}}/crm/statistics-customer/get-record-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}}
### 获取已跟进客户数(按日)
GET {{baseUrl}}/crm/statistics-customer/get-distinct-record-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}}
### 获取已跟进客户数(按月)
GET {{baseUrl}}/crm/statistics-customer/get-distinct-record-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}}

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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@ -41,4 +41,18 @@ public class CrmStatisticsCustomerController {
return success(customerService.getDealTotalCustomerCount(reqVO));
}
@GetMapping("/get-record-count")
@Operation(summary = "获取客户跟进次数")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerCountVO>> getRecordCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getRecordCount(reqVO));
}
@GetMapping("/get-distinct-record-count")
@Operation(summary = "获取已跟进客户数")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerCountVO>> getDistinctRecordCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getDistinctRecordCount(reqVO));
}
}

7
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerReqVO.java
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@ -1,5 +1,6 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
@ -44,4 +45,10 @@ public class CrmStatisticsCustomerReqVO {
@Schema(description = "Group By 日期格式", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "%Y%m")
private String sqlDateFormat;
/**
* 数据类型 {@link CrmBizTypeEnum}
*/
@Schema(description = "数据类型", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "2")
private Integer bizType;
}

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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@ -18,4 +18,8 @@ public interface CrmStatisticsCustomerMapper {
List<CrmStatisticsCustomerCountVO> selectDealCustomerCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
List<CrmStatisticsCustomerCountVO> selectRecordCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
List<CrmStatisticsCustomerCountVO> selectDistinctRecordCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.java
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@ -1,7 +1,7 @@
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 cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
import java.util.List;
@ -28,4 +28,21 @@ public interface CrmStatisticsCustomerService {
*/
List<CrmStatisticsCustomerCountVO> getDealTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO);
/**
* 获取客户跟进次数
*
* @param reqVO 请求参数
* @return 客户跟进次数
*/
List<CrmStatisticsCustomerCountVO> getRecordCount(CrmStatisticsCustomerReqVO reqVO);
/**
* 获取已跟进客户数
*
* @param reqVO 请求参数
* @return 已跟进客户数
*/
List<CrmStatisticsCustomerCountVO> getDistinctRecordCount(CrmStatisticsCustomerReqVO reqVO);
}

13
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.java
View File

@ -6,6 +6,7 @@ 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.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.user.AdminUserApi;
@ -49,6 +50,18 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
return getStat(reqVO, customerMapper::selectDealCustomerCountGroupbyDate);
}
@Override
public List<CrmStatisticsCustomerCountVO> getRecordCount(CrmStatisticsCustomerReqVO reqVO) {
reqVO.setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType());
return getStat(reqVO, customerMapper::selectRecordCountGroupbyDate);
}
@Override
public List<CrmStatisticsCustomerCountVO> getDistinctRecordCount(CrmStatisticsCustomerReqVO reqVO) {
reqVO.setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType());
return getStat(reqVO, customerMapper::selectDistinctRecordCountGroupbyDate);
}
/**
* 获得统计数据
*

37
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml
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@ -43,4 +43,41 @@
DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} )
</select>
<select id="selectRecordCountGroupbyDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
SELECT
DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) 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
DATE_FORMAT (create_time, #{sqlDateFormat,javaType=java.lang.String} )
</select>
<select id="selectDistinctRecordCountGroupbyDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
SELECT
DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category,
count(DISTINCT biz_id) 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 DATE_FORMAT (create_time, #{sqlDateFormat,javaType=java.lang.String} )
</select>
</mapper>