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feat: 客户成交周期分析(按区域、按产品)

This commit is contained in:
dhb52 2024-04-12 22:15:24 +08:00
parent 2038e5204a
commit 67b02c7e5b
8 changed files with 195 additions and 8 deletions
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10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.http
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@ -53,3 +53,13 @@ tenant-id: {{adminTenentId}}
GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-user?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 6.3 获取客户成交周期(按区域)
GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-area?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 6.4 获取客户成交周期(按产品)
GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-product?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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@ -96,6 +96,18 @@ public class CrmStatisticsCustomerController {
return success(customerService.getCustomerDealCycleByUser(reqVO));
}
// 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；
@GetMapping("/get-customer-deal-cycle-by-area")
@Operation(summary = "获取客户成交周期(按用户)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerDealCycleByAreaRespVO>> getCustomerDealCycleByArea(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getCustomerDealCycleByArea(reqVO));
}
@GetMapping("/get-customer-deal-cycle-by-product")
@Operation(summary = "获取客户成交周期(按用户)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerDealCycleByProductRespVO>> getCustomerDealCycleByProduct(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getCustomerDealCycleByProduct(reqVO));
}
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerDealCycleByAreaRespVO.java Normal file
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@ -0,0 +1,24 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
import com.fasterxml.jackson.annotation.JsonIgnore;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 客户成交周期分析(按区域) VO")
@Data
public class CrmStatisticsCustomerDealCycleByAreaRespVO {
@Schema(description = "省份编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
@JsonIgnore
private Integer areaId;
@Schema(description = "省份名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "浙江省")
private String areaName;
@Schema(description = "成交周期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1.0")
private Double customerDealCycle;
@Schema(description = "成交客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerDealCount;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerDealCycleByProductRespVO.java Normal file
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@ -0,0 +1,19 @@
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 客户成交周期分析(按产品) VO")
@Data
public class CrmStatisticsCustomerDealCycleByProductRespVO {
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "演示产品")
private String productName;
@Schema(description = "成交周期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1.0")
private Double customerDealCycle;
@Schema(description = "成交客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerDealCount;
}

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsCustomerMapper.java
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@ -53,6 +53,7 @@ public interface CrmStatisticsCustomerMapper {
/**
* 合同总金额(按用户)
*
* @return 统计数据@return 统计数据@param reqVO 请求参数
* @return 统计数据
*/
@ -191,4 +192,20 @@ public interface CrmStatisticsCustomerMapper {
*/
List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 客户成交周期(按区域)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerDealCycleByAreaRespVO> selectCustomerDealCycleGroupByAreaId(CrmStatisticsCustomerReqVO reqVO);
/**
* 客户成交周期(按产品)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerDealCycleByProductRespVO> selectCustomerDealCycleGroupByProductId(CrmStatisticsCustomerReqVO reqVO);
}

18
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.java
View File

@ -77,7 +77,7 @@ public interface CrmStatisticsCustomerService {
/**
* 客户成交周期(按日期)
*
* <p>
* 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
*
* @param reqVO 请求参数
@ -93,4 +93,20 @@ public interface CrmStatisticsCustomerService {
*/
List<CrmStatisticsCustomerDealCycleByUserRespVO> getCustomerDealCycleByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 客户成交周期(按区域)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerDealCycleByAreaRespVO> getCustomerDealCycleByArea(CrmStatisticsCustomerReqVO reqVO);
/**
* 客户成交周期(按产品)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerDealCycleByProductRespVO> getCustomerDealCycleByProduct(CrmStatisticsCustomerReqVO reqVO);
}

49
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.java
View File

@ -4,6 +4,9 @@ import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
import cn.iocoder.yudao.framework.ip.core.Area;
import cn.iocoder.yudao.framework.ip.core.enums.AreaTypeEnum;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsCustomerMapper;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
@ -19,6 +22,7 @@ import java.time.LocalDateTime;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.function.Function;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
@ -290,6 +294,51 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
return summaryList;
}
@Override
public List<CrmStatisticsCustomerDealCycleByAreaRespVO> getCustomerDealCycleByArea(CrmStatisticsCustomerReqVO reqVO) {
// 1. 获得用户编号数组
List<Long> userIds = getUserIds(reqVO);
if (CollUtil.isEmpty(userIds)) {
return Collections.emptyList();
}
reqVO.setUserIds(userIds);
// 2. 获取客户地区统计数据
List<CrmStatisticsCustomerDealCycleByAreaRespVO> dealCycleByAreaList = customerMapper.selectCustomerDealCycleGroupByAreaId(reqVO);
if (CollUtil.isEmpty(dealCycleByAreaList)) {
return Collections.emptyList();
}
// 3. 拼接数据
Map<Integer, Area> areaMap = convertMap(AreaUtils.getByType(AreaTypeEnum.PROVINCE, Function.identity()),
Area::getId);
return convertList(dealCycleByAreaList, vo -> {
if (vo.getAreaId() != null) {
Integer parentId = AreaUtils.getParentIdByType(vo.getAreaId(), AreaTypeEnum.PROVINCE);
findAndThen(areaMap, parentId, area -> vo.setAreaId(parentId).setAreaName(area.getName()));
}
return vo;
});
}
@Override
public List<CrmStatisticsCustomerDealCycleByProductRespVO> getCustomerDealCycleByProduct(CrmStatisticsCustomerReqVO reqVO) {
// 1. 获得用户编号数组
List<Long> userIds = getUserIds(reqVO);
if (CollUtil.isEmpty(userIds)) {
return Collections.emptyList();
}
reqVO.setUserIds(userIds);
// 2. 获取客户产品统计数据
List<CrmStatisticsCustomerDealCycleByProductRespVO> dealCycleByProductList = customerMapper.selectCustomerDealCycleGroupByProductId(reqVO);
if (CollUtil.isEmpty(dealCycleByProductList)) {
return Collections.emptyList();
}
return dealCycleByProductList;
}
/**
* 拼接用户信息（昵称）
*

52
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml
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@ -19,17 +19,18 @@
<!-- TODO 芋艿：应该不用过滤时间 -->
<select id="selectCustomerDealCountGroupByDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByDateRespVO">
SELECT DATE_FORMAT(customer.create_time, '%Y-%m-%d') AS time,
COUNT(DISTINCT customer.id) AS customer_deal_count
SELECT DATE_FORMAT(customer.create_time, '%Y-%m-%d') AS time,
COUNT(DISTINCT customer.id) AS customer_deal_count
FROM crm_customer AS customer
LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id
WHERE customer.deleted = 0 AND contract.deleted = 0
WHERE customer.deleted = 0
AND contract.deleted = 0
AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND customer.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
AND customer.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
GROUP BY time
</select>
@ -53,13 +54,14 @@
COUNT(DISTINCT customer.id) AS customer_deal_count
FROM crm_customer AS customer
LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id
WHERE customer.deleted = 0 AND contract.deleted = 0
WHERE customer.deleted = 0
AND contract.deleted = 0
AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND customer.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
AND customer.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
GROUP BY customer.owner_user_id
</select>
@ -221,4 +223,42 @@
GROUP BY customer.owner_user_id
</select>
<select id="selectCustomerDealCycleGroupByAreaId"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByAreaRespVO">
SELECT customer.area_id AS area_id,
IFNULL(TRUNCATE(AVG(TIMESTAMPDIFF(DAY, customer.create_time, contract.order_date)), 1), 0) AS customer_deal_cycle,
COUNT(DISTINCT customer.id) AS customer_deal_count
FROM crm_customer AS customer
LEFT JOIN crm_contract AS contract ON customer.id = contract.customer_id
WHERE customer.deleted = 0
AND contract.deleted = 0
AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND customer.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND customer.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
GROUP BY
customer.area_id
</select>
<select id="selectCustomerDealCycleGroupByProductId"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByProductRespVO">
SELECT (SELECT name FROM crm_product WHERE id = product.id) AS product_name,
IFNULL(TRUNCATE(AVG(TIMESTAMPDIFF(DAY, customer.create_time, contract.order_date)), 1), 0) AS customer_deal_cycle,
COUNT(DISTINCT customer.id) AS customer_deal_count
FROM crm_customer AS customer
LEFT JOIN crm_contract AS contract ON customer.id = contract.customer_id
LEFT JOIN crm_contract_product AS product ON product.contract_id = contract.id
WHERE customer.deleted = 0
AND contract.deleted = 0
AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND customer.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND customer.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
GROUP BY product.id
</select>
</mapper>