CRM: 完善新增商机分析

2025-10-31 10:18:42 +08:00 · 2024-04-14 16:31:53 +08:00
parent fc3cdc4499
commit 20b4bfd1b0
11 changed files with 367 additions and 9 deletions
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java
@@ -1,10 +1,28 @@
 package cn.iocoder.yudao.module.crm.controller.admin.statistics;

+import cn.hutool.core.collection.CollUtil;
 import cn.iocoder.yudao.framework.common.pojo.CommonResult;
+import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
+import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
+import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusTypeDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
+import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
+import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusService;
+import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
 import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsFunnelService;
+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 io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.tags.Tag;
 import jakarta.annotation.Resource;
@@ -15,9 +33,14 @@ import org.springframework.web.bind.annotation.GetMapping;
 import org.springframework.web.bind.annotation.RequestMapping;
 import org.springframework.web.bind.annotation.RestController;

+import java.util.Collections;
 import java.util.List;
+import java.util.Map;
+import java.util.stream.Stream;

 import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertListByFlatMap;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;

@Tag(name = "管理后台 - CRM 销售漏斗")
@RestController
@@ -27,6 +50,19 @@ public class CrmStatisticsFunnelController {

    @Resource
    private CrmStatisticsFunnelService crmStatisticsFunnelService;
+    @Resource
+    private CrmBusinessService businessService;
+    @Resource
+    private CrmCustomerService customerService;
+    @Resource
+    private CrmBusinessStatusService businessStatusTypeService;
+    @Resource
+    private CrmBusinessStatusService businessStatusService;
+
+    @Resource
+    private AdminUserApi adminUserApi;
+    @Resource
+    private DeptApi deptApi;

    @GetMapping("/get-funnel-summary")
    @Operation(summary = "获取销售漏斗统计数据", description = "用于【销售漏斗】页面")
@@ -35,7 +71,6 @@ public class CrmStatisticsFunnelController {
        return success(crmStatisticsFunnelService.getFunnelSummary(reqVO));
    }

-
    @GetMapping("/get-business-end-status-summary")
    @Operation(summary = "获取商机结束状态统计", description = "用于【销售漏斗】页面")
    @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')")
@@ -43,4 +78,53 @@ public class CrmStatisticsFunnelController {
        return success(crmStatisticsFunnelService.getBusinessEndStatusSummary(reqVO));
    }

+    @GetMapping("/get-business-summary-by-date")
+    @Operation(summary = "获取新增商机分析(按日期)", description = "用于【销售漏斗】页面")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')")
+    public CommonResult<List<CrmStatisticsBusinessSummaryByDateRespVO>> getBusinessSummaryByDate(@Valid CrmStatisticsFunnelReqVO reqVO) {
+        return success(crmStatisticsFunnelService.getBusinessSummaryByDate(reqVO));
+    }
+
+    @GetMapping("/get-business-page-by-date")
+    @Operation(summary = "获得商机分页(按日期)", description = "用于【销售漏斗】页面")
+    @PreAuthorize("@ss.hasPermission('crm:business:query')")
+    public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPageByDate(@Valid CrmStatisticsFunnelReqVO pageVO) {
+        PageResult<CrmBusinessDO> pageResult = crmStatisticsFunnelService.getBusinessPageByDate(pageVO);
+        return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal()));
+    }
+
+    private List<CrmBusinessRespVO> buildBusinessDetailList(List<CrmBusinessDO> list) {
+        if (CollUtil.isEmpty(list)) {
+            return Collections.emptyList();
+        }
+        // 1.1 获取客户列表
+        Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
+                convertSet(list, CrmBusinessDO::getCustomerId));
+        // 1.2 获取创建人、负责人列表
+        Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
+                contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+        Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
+        // 1.3 获得商机状态组
+        Map<Long, CrmBusinessStatusTypeDO> statusTypeMap = businessStatusTypeService.getBusinessStatusTypeMap(
+                convertSet(list, CrmBusinessDO::getStatusTypeId));
+        Map<Long, CrmBusinessStatusDO> statusMap = businessStatusService.getBusinessStatusMap(
+                convertSet(list, CrmBusinessDO::getStatusId));
+        // 2. 拼接数据
+        return BeanUtils.toBean(list, CrmBusinessRespVO.class, businessVO -> {
+            // 2.1 设置客户名称
+            MapUtils.findAndThen(customerMap, businessVO.getCustomerId(), customer -> businessVO.setCustomerName(customer.getName()));
+            // 2.2 设置创建人、负责人名称
+            MapUtils.findAndThen(userMap, NumberUtils.parseLong(businessVO.getCreator()),
+                    user -> businessVO.setCreatorName(user.getNickname()));
+            MapUtils.findAndThen(userMap, businessVO.getOwnerUserId(), user -> {
+                businessVO.setOwnerUserName(user.getNickname());
+                MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> businessVO.setOwnerUserDeptName(dept.getName()));
+            });
+            // 2.3 设置商机状态
+            MapUtils.findAndThen(statusTypeMap, businessVO.getStatusTypeId(), statusType -> businessVO.setStatusTypeName(statusType.getName()));
+            MapUtils.findAndThen(statusMap, businessVO.getStatusId(), status -> businessVO.setStatusName(
+                    businessService.getBusinessStatusName(businessVO.getEndStatus(), status)));
+        });
+    }
+
 }
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessRespVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessRespVO.java
@@ -0,0 +1,109 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel;
+
+import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.math.BigDecimal;
+import java.time.LocalDateTime;
+import java.util.List;
+
+@Schema(description = "管理后台 - CRM 商机 Response VO")
+@Data
+@ExcelIgnoreUnannotated
+public class CrmStatisticsBusinessRespVO {
+
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
+    @ExcelProperty("编号")
+    private Long id;
+
+    @Schema(description = "商机名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
+    @ExcelProperty("商机名称")
+    private String name;
+
+    @Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10299")
+    private Long customerId;
+    @Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
+    @ExcelProperty("客户名称")
+    private String customerName;
+
+    @Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example ="true")
+    @ExcelProperty("跟进状态")
+    private Boolean followUpStatus;
+
+    @Schema(description = "最后跟进时间")
+    @ExcelProperty("最后跟进时间")
+    private LocalDateTime contactLastTime;
+
+    @Schema(description = "下次联系时间")
+    @ExcelProperty("下次联系时间")
+    private LocalDateTime contactNextTime;
+
+    @Schema(description = "负责人的用户编号", example = "25682")
+    @ExcelProperty("负责人的用户编号")
+    private Long ownerUserId;
+    @Schema(description = "负责人名字", example = "25682")
+    @ExcelProperty("负责人名字")
+    private String ownerUserName;
+    @Schema(description = "负责人部门")
+    @ExcelProperty("负责人部门")
+    private String ownerUserDeptName;
+
+    @Schema(description = "商机状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714")
+    private Long statusTypeId;
+    @Schema(description = "商机状组名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "进行中")
+    @ExcelProperty("商机状态组")
+    private String statusTypeName;
+
+    @Schema(description = "商机状态编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
+    private Long statusId;
+    @Schema(description = "状态名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "跟进中")
+    @ExcelProperty("商机状态")
+    private String statusName;
+
+    @Schema
+    @ExcelProperty("结束状态")
+    private Integer endStatus;
+
+    @ExcelProperty("结束时的备注")
+    private String endRemark;
+
+    @Schema(description = "预计成交日期")
+    @ExcelProperty("预计成交日期")
+    private LocalDateTime dealTime;
+
+    @Schema(description = "产品总金额", example = "12025")
+    @ExcelProperty("产品总金额")
+    private BigDecimal totalProductPrice;
+
+    @Schema(description = "整单折扣")
+    @ExcelProperty("整单折扣")
+    private BigDecimal discountPercent;
+
+    @Schema(description = "商机总金额", example = "12371")
+    @ExcelProperty("商机总金额")
+    private BigDecimal totalPrice;
+
+    @Schema(description = "备注", example = "随便")
+    @ExcelProperty("备注")
+    private String remark;
+
+    @Schema(description = "创建人", example = "1024")
+    @ExcelProperty("创建人")
+    private String creator;
+    @Schema(description = "创建人名字", example = "芋道源码")
+    @ExcelProperty("创建人名字")
+    private String creatorName;
+
+    @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
+    @ExcelProperty("创建时间")
+    private LocalDateTime createTime;
+
+    @Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
+    @ExcelProperty("更新时间")
+    private LocalDateTime updateTime;
+
+}
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java
@@ -0,0 +1,21 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+@Schema(description = "管理后台 - CRM 新增商机分析(按日期) VO")
+@Data
+public class CrmStatisticsBusinessSummaryByDateRespVO {
+
+    @Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
+    private String time;
+
+    @Schema(description = "新增商机数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer businessCreateCount;
+
+    @Schema(description = "新增商机金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private BigDecimal businessDealCount;
+
+}
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java
@@ -1,8 +1,13 @@
 package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel;

+import cn.iocoder.yudao.framework.common.enums.DateIntervalEnum;
+import cn.iocoder.yudao.framework.common.pojo.PageParam;
+import cn.iocoder.yudao.framework.common.validation.InEnum;
 import io.swagger.v3.oas.annotations.media.Schema;
 import jakarta.validation.constraints.NotNull;
 import lombok.Data;
+import lombok.EqualsAndHashCode;
+import lombok.ToString;
 import org.springframework.format.annotation.DateTimeFormat;

 import java.time.LocalDateTime;
@@ -12,7 +17,9 @@ import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_

@Schema(description = "管理后台 - CRM 销售漏斗 Request VO")
@Data
-public class CrmStatisticsFunnelReqVO {
+@EqualsAndHashCode(callSuper = true)
+@ToString(callSuper = true)
+public class CrmStatisticsFunnelReqVO extends PageParam {

    @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
    @NotNull(message = "部门 id 不能为空")
@@ -31,6 +38,10 @@ public class CrmStatisticsFunnelReqVO {
    @Schema(description = "负责人用户 id 集合", hidden = true, example = "2")
    private List<Long> userIds;

+    @Schema(description = "时间间隔类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    @InEnum(value = DateIntervalEnum.class, message = "时间间隔类型，必须是 {value}")
+    private Integer interval;
+
    /**
     * 前端如果选择自定义时间, 那么前端传递起始-终止时间, 如果选择其他时间间隔类型, 则由后台计算起始-终止时间
     * 并作为参数传递给Mapper
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
@@ -1,5 +1,6 @@
 package cn.iocoder.yudao.module.crm.dal.mysql.business;

+import cn.iocoder.yudao.framework.common.pojo.PageParam;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
@@ -14,7 +15,6 @@ import org.apache.ibatis.annotations.Mapper;
 import java.time.LocalDateTime;
 import java.util.Collection;
 import java.util.List;
-import java.util.Set;

 /**
 * 商机 Mapper
@@ -73,11 +73,23 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
                .betweenIfPresent(CrmBusinessDO::getCreateTime, times));
    }

-    default List<CrmBusinessDO> selectListByOwnerUserIdsAndEndStatusNotNull(Collection<Long> ownerUserIds, LocalDateTime[] times){
+    default List<CrmBusinessDO> selectListByOwnerUserIdsAndEndStatusNotNull(Collection<Long> ownerUserIds, LocalDateTime[] times) {
        return selectList(new LambdaQueryWrapperX<CrmBusinessDO>()
                .in(CrmBusinessDO::getOwnerUserId, ownerUserIds)
                .betweenIfPresent(CrmBusinessDO::getCreateTime, times)
                .isNotNull(CrmBusinessDO::getEndStatus));
    }

+    default List<CrmBusinessDO> selectListByOwnerUserIdsAndDate(Collection<Long> ownerUserIds, LocalDateTime[] times) {
+        return selectList(new LambdaQueryWrapperX<CrmBusinessDO>()
+                .in(CrmBusinessDO::getOwnerUserId, ownerUserIds)
+                .betweenIfPresent(CrmBusinessDO::getCreateTime, times));
+    }
+
+    default PageResult<CrmBusinessDO> selectPage(Collection<Long> ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize) {
+        return selectPage(new PageParam().setPageNo(pageNo).setPageSize(pageSize), new LambdaQueryWrapperX<CrmBusinessDO>()
+                .in(CrmBusinessDO::getOwnerUserId, ownerUserIds)
+                .betweenIfPresent(CrmBusinessDO::getCreateTime, times));
+    }
+
 }
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java
@@ -1,7 +1,12 @@
 package cn.iocoder.yudao.module.crm.dal.mysql.statistics;

+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByDateRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
 import org.apache.ibatis.annotations.Mapper;

+import java.util.List;
+
 /**
 * CRM 销售漏斗 Mapper
 *
@@ -10,5 +15,6 @@ import org.apache.ibatis.annotations.Mapper;
@Mapper
 public interface CrmStatisticsFunnelMapper {

+    List<CrmStatisticsBusinessSummaryByDateRespVO> selectBusinessCreateCountGroupByDate(CrmStatisticsFunnelReqVO reqVO);

 }
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
@@ -213,4 +213,23 @@ public interface CrmBusinessService {
     */
    List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndEndStatusNotNull(List<Long> ownerUserIds, LocalDateTime[] times);

+    /**
+     * 获得商机列表【数据统计】
+     *
+     * @param ownerUserIds 负责人编号
+     * @param times        时间范围
+     * @return 商机列表
+     */
+    List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndDate(List<Long> ownerUserIds, LocalDateTime[] times);
+
+    /**
+     * 商机分页【数据统计】
+     * @param ownerUserIds 负责人编号
+     * @param times        时间范围
+     * @param pageNo       页码
+     * @param pageSize     数量
+     * @return 商机分页
+     */
+    PageResult<CrmBusinessDO> getBusinessPageByDate(List<Long> ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize);
+
 }
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
@@ -391,4 +391,18 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
        return businessMapper.selectListByOwnerUserIdsAndEndStatusNotNull(convertSet(ownerUserIds), times);
    }

+    @Override
+    public List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndDate(List<Long> ownerUserIds, LocalDateTime[] times) {
+        if (CollUtil.isEmpty(ownerUserIds)) {
+            return Collections.emptyList();
+        }
+
+        return businessMapper.selectListByOwnerUserIdsAndDate(convertSet(ownerUserIds), times);
+    }
+
+    @Override
+    public PageResult<CrmBusinessDO> getBusinessPageByDate(List<Long> ownerUserIds, LocalDateTime[] times, Integer pageNo, Integer pageSize) {
+        return businessMapper.selectPage(ownerUserIds, times, pageNo, pageSize);
+    }
+
 }
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java
@@ -1,8 +1,11 @@
 package cn.iocoder.yudao.module.crm.service.statistics;

+import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;

 import java.util.List;

@@ -29,4 +32,20 @@ public interface CrmStatisticsFunnelService {
     */
    List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO);

+    /**
+     * 获取新增商机分析(按日期)
+     *
+     * @param reqVO 请求
+     * @return 新增商机分析
+     */
+    List<CrmStatisticsBusinessSummaryByDateRespVO> getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO);
+
+    /**
+     * 获得商机分页(按日期)
+     *
+     * @param pageVO 请求
+     * @return 商机分页
+     */
+    PageResult<CrmBusinessDO> getBusinessPageByDate(CrmStatisticsFunnelReqVO pageVO);
+
 }
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java
@@ -2,8 +2,11 @@ package cn.iocoder.yudao.module.crm.service.statistics;

 import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.util.ObjUtil;
+import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper;
@@ -18,10 +21,15 @@ import jakarta.annotation.Resource;
 import org.springframework.stereotype.Service;

 import java.math.BigDecimal;
+import java.time.LocalDateTime;
+import java.time.format.DateTimeFormatter;
+import java.util.Collections;
 import java.util.List;
 import java.util.Map;
+import java.util.stream.Collectors;

 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
+import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY;

 /**
 * CRM 销售漏斗分析 Service 实现类
@@ -63,14 +71,13 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic
    @Override
    public List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO) {
        // 1. 获得用户编号数组
-        List<Long> userIds = getUserIds(reqVO);
-        if (CollUtil.isEmpty(userIds)) {
-            return null;
+        reqVO.setUserIds(getUserIds(reqVO));
+        if (CollUtil.isEmpty(reqVO.getUserIds())) {
+            return Collections.emptyList();
        }
-        reqVO.setUserIds(userIds);

        // 2.1 获得用户负责的商机
-        List<CrmBusinessDO> businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(userIds, reqVO.getTimes());
+        List<CrmBusinessDO> businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(reqVO.getUserIds(), reqVO.getTimes());
        // 2.2 统计各阶段数据
        Map<Integer, List<CrmBusinessDO>> businessMap = convertMultiMap(businessList, CrmBusinessDO::getEndStatus);
        return convertList(CrmBusinessEndStatusEnum.values(), endStatusEnum -> {
@@ -83,6 +90,48 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic
        });
    }

+    @Override
+    public List<CrmStatisticsBusinessSummaryByDateRespVO> getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO) {
+        // 1. 获得用户编号数组
+        reqVO.setUserIds(getUserIds(reqVO));
+        if (CollUtil.isEmpty(reqVO.getUserIds())) {
+            return Collections.emptyList();
+        }
+
+        // 2. 按天统计，获取分项统计数据
+        List<CrmStatisticsBusinessSummaryByDateRespVO> businessCreateCountList = funnelMapper.selectBusinessCreateCountGroupByDate(reqVO);
+        List<CrmBusinessDO> businessList = businessService.getBusinessListByOwnerUserIdsAndDate(reqVO.getUserIds(), reqVO.getTimes());
+        Map<String, BigDecimal> businessDealCountMap = businessList.stream().collect(Collectors.groupingBy(business ->
+                        business.getCreateTime().format(DateTimeFormatter.ofPattern(FORMAT_YEAR_MONTH_DAY)),
+                Collectors.reducing(BigDecimal.ZERO, CrmBusinessDO::getTotalPrice, BigDecimal::add)));
+
+        // 3. 按照日期间隔，合并数据
+        List<LocalDateTime[]> timeRanges = LocalDateTimeUtils.getDateRangeList(reqVO.getTimes()[0], reqVO.getTimes()[1], reqVO.getInterval());
+        return convertList(timeRanges, times -> {
+            Integer businessCreateCount = businessCreateCountList.stream()
+                    .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
+                    .mapToInt(CrmStatisticsBusinessSummaryByDateRespVO::getBusinessCreateCount).sum();
+            BigDecimal businessDealCount = businessDealCountMap.entrySet().stream()
+                    .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getKey()))
+                    .map(Map.Entry::getValue)
+                    .reduce(BigDecimal.ZERO, BigDecimal::add);
+            return new CrmStatisticsBusinessSummaryByDateRespVO()
+                    .setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval()))
+                    .setBusinessCreateCount(businessCreateCount).setBusinessDealCount(businessDealCount);
+        });
+    }
+
+    @Override
+    public PageResult<CrmBusinessDO> getBusinessPageByDate(CrmStatisticsFunnelReqVO pageVO) {
+        // 1. 获得用户编号数组
+        pageVO.setUserIds(getUserIds(pageVO));
+        if (CollUtil.isEmpty(pageVO.getUserIds())) {
+            return PageResult.empty();
+        }
+
+        return businessService.getBusinessPageByDate(pageVO.getUserIds(), pageVO.getTimes(), pageVO.getPageNo(), pageVO.getPageSize());
+    }
+
    /**
     * 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
     *
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml
@@ -2,4 +2,18 @@
 <!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.CrmStatisticsFunnelMapper">

+    <select id="selectBusinessCreateCountGroupByDate"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO">
+        SELECT DATE_FORMAT(create_time, '%Y-%m-%d') AS time, COUNT(*) AS businessCreateCount
+        FROM crm_business
+        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 time
+    </select>
+
 </mapper>