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Merge branch 'develop' of https://gitee.com/zhijiantianya/ruoyi-vue-pro into master-jdk21

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YunaiV
2024-04-12 19:14:56 +08:00
parent 1e348dbf83 2038e5204a
commit 9cba258d8f
109 changed files with 3196 additions and 408 deletions
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5
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
View File

@@ -15,6 +15,7 @@ public interface ErrorCodeConstants {
ErrorCode CONTRACT_SUBMIT_FAIL_NOT_DRAFT = new ErrorCode(1_020_000_002, "合同提交审核失败，原因：合同没处在未提交状态");
ErrorCode CONTRACT_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS = new ErrorCode(1_020_000_003, "更新合同审核状态失败，原因：合同不是审核中状态");
ErrorCode CONTRACT_NO_EXISTS = new ErrorCode(1_020_000_004, "生成合同序列号重复，请重试");
ErrorCode CONTRACT_DELETE_FAIL = new ErrorCode(1_020_000_005, "删除合同失败，原因：有被回款所使用");
// ========== 线索管理 1-020-001-000 ==========
ErrorCode CLUE_NOT_EXISTS = new ErrorCode(1_020_001_000, "线索不存在");
@@ -40,6 +41,7 @@ public interface ErrorCodeConstants {
ErrorCode RECEIVABLE_NO_EXISTS = new ErrorCode(1_020_004_005, "生成回款序列号重复，请重试");
ErrorCode RECEIVABLE_CREATE_FAIL_CONTRACT_NOT_APPROVE = new ErrorCode(1_020_004_006, "创建回款失败，原因：合同不是审核通过状态");
ErrorCode RECEIVABLE_CREATE_FAIL_PRICE_EXCEEDS_LIMIT = new ErrorCode(1_020_004_007, "创建回款失败，原因：回款金额超出合同金额，目前剩余可退：{} 元");
ErrorCode RECEIVABLE_DELETE_FAIL_IS_APPROVE = new ErrorCode(1_020_004_008, "删除回款失败，原因：回款审批已通过");
// ========== 回款计划 1-020-005-000 ==========
ErrorCode RECEIVABLE_PLAN_NOT_EXISTS = new ErrorCode(1_020_005_000, "回款计划不存在");
@@ -72,6 +74,7 @@ public interface ErrorCodeConstants {
ErrorCode CRM_PERMISSION_DELETE_DENIED = new ErrorCode(1_020_007_006, "删除数据权限失败，原因：没有权限");
ErrorCode CRM_PERMISSION_DELETE_SELF_PERMISSION_FAIL_EXIST_OWNER = new ErrorCode(1_020_007_007, "删除数据权限失败，原因：不能删除负责人");
ErrorCode CRM_PERMISSION_CREATE_FAIL = new ErrorCode(1_020_007_008, "创建数据权限失败，原因：所加用户已有权限");
ErrorCode CRM_PERMISSION_CREATE_FAIL_EXISTS = new ErrorCode(1_020_007_009, "同时添加数据权限失败，原因：用户【{}】已有模块【{}】数据【{}】的【{}】权限");
// ========== 产品 1_020_008_000 ==========
ErrorCode PRODUCT_NOT_EXISTS = new ErrorCode(1_020_008_000, "产品不存在");
@@ -100,4 +103,6 @@ public interface ErrorCodeConstants {
ErrorCode FOLLOW_UP_RECORD_NOT_EXISTS = new ErrorCode(1_020_013_000, "跟进记录不存在");
ErrorCode FOLLOW_UP_RECORD_DELETE_DENIED = new ErrorCode(1_020_013_001, "删除跟进记录失败，原因：没有权限");
// ========== 数据统计 1_020_014_000 ==========
}

6
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
View File

@@ -142,11 +142,11 @@ public interface LogRecordConstants {
String CRM_RECEIVABLE_TYPE = "CRM 回款";
String CRM_RECEIVABLE_CREATE_SUB_TYPE = "创建回款";
String CRM_RECEIVABLE_CREATE_SUCCESS = "创建了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款";
String CRM_RECEIVABLE_CREATE_SUCCESS = "创建了合同【{getContractById{#receivable.contractId}}】的{{#period != null ? '【第'+ #period +'期】' : '编号为【'+ #receivable.no +'】的'}}回款";
String CRM_RECEIVABLE_UPDATE_SUB_TYPE = "更新回款";
String CRM_RECEIVABLE_UPDATE_SUCCESS = "更新了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款: {_DIFF{#updateReqVO}}";
String CRM_RECEIVABLE_UPDATE_SUCCESS = "更新了合同【{getContractById{#receivable.contractId}}】的{{#period != null ? '【第'+ #period +'期】' : '编号为【'+ #receivable.no +'】的'}}回款: {_DIFF{#updateReqVO}}";
String CRM_RECEIVABLE_DELETE_SUB_TYPE = "删除回款";
String CRM_RECEIVABLE_DELETE_SUCCESS = "删除了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款";
String CRM_RECEIVABLE_DELETE_SUCCESS = "删除了合同【{getContractById{#receivable.contractId}}】的{{#period != null ? '【第'+ #period +'期】' : '编号为【'+ #receivable.no +'】的'}}回款";
String CRM_RECEIVABLE_SUBMIT_SUB_TYPE = "提交回款审批";
String CRM_RECEIVABLE_SUBMIT_SUCCESS = "提交编号为【{{#receivableNo}}】的回款审批成功";

7
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java
View File

@@ -1,5 +1,6 @@
package cn.iocoder.yudao.module.crm.enums.permission;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
@@ -50,4 +51,10 @@ public enum CrmPermissionLevelEnum implements IntArrayValuable {
return ObjUtil.equal(WRITE.level, level);
}
public static String getNameByLevel(Integer level) {
CrmPermissionLevelEnum typeEnum = CollUtil.findOne(CollUtil.newArrayList(CrmPermissionLevelEnum.values()),
item -> ObjUtil.equal(item.level, level));
return typeEnum == null ? null : typeEnum.getName();
}
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java
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@@ -66,13 +66,13 @@ public class CrmBusinessSaveReqVO {
private Long contactId; // 使用场景，在【联系人详情】添加商机时，如果需要关联两者，需要传递 contactId 字段
@Schema(description = "产品列表")
private List<Product> products;
private List<BusinessProduct> businessProducts;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
public static class BusinessProduct {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
@NotNull(message = "产品编号不能为空")

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessTransferReqVO.java
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@@ -3,10 +3,14 @@ package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - 商机转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmBusinessTransferReqVO {
@Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactTransferReqVO.java
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@@ -2,12 +2,16 @@ package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import jakarta.validation.constraints.NotNull;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - CRM 联系人转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmContactTransferReqVO {
@Schema(description = "联系人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractTransferReqVO.java
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@@ -3,12 +3,16 @@ package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import jakarta.validation.constraints.NotNull;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - CRM 合同转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmContractTransferReqVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")

28
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
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@@ -11,9 +11,7 @@ import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.framework.excel.core.enums.ExcelColumn;
import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
import cn.iocoder.yudao.framework.ip.core.Area;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
@@ -38,7 +36,6 @@ import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.Arrays;
import java.util.List;
import java.util.Map;
@@ -49,7 +46,6 @@ import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.*;
import static java.util.Collections.singletonList;
@Tag(name = "管理后台 - CRM 客户")
@@ -67,8 +63,6 @@ public class CrmCustomerController {
private DeptApi deptApi;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DictDataApi dictDataApi;
@PostMapping("/create")
@Operation(summary = "创建客户")
@@ -142,7 +136,7 @@ public class CrmCustomerController {
return java.util.Collections.emptyList();
}
// 1.1 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertSetByFlatMap(list,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.2 获取距离进入公海的时间
@@ -265,25 +259,7 @@ public class CrmCustomerController {
.areaId(null).detailAddress("").remark("").build()
);
// 输出
ExcelUtils.write(response, "客户导入模板.xls", "客户列表", CrmCustomerImportExcelVO.class, list, builderSelectMap());
}
private List<KeyValue<ExcelColumn, List<String>>> builderSelectMap() {
List<KeyValue<ExcelColumn, List<String>>> selectMap = new ArrayList<>();
// 获取地区下拉数据
// TODO @puhui999：嘿嘿，这里改成省份、城市、区域，三个选项，难度大么？
Area area = AreaUtils.getArea(Area.ID_CHINA);
selectMap.add(new KeyValue<>(ExcelColumn.G, AreaUtils.getAreaNodePathList(area.getChildren())));
// 获取客户所属行业
List<String> customerIndustries = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_INDUSTRY);
selectMap.add(new KeyValue<>(ExcelColumn.I, customerIndustries));
// 获取客户等级
List<String> customerLevels = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_LEVEL);
selectMap.add(new KeyValue<>(ExcelColumn.J, customerLevels));
// 获取客户来源
List<String> customerSources = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_SOURCE);
selectMap.add(new KeyValue<>(ExcelColumn.K, customerSources));
return selectMap;
ExcelUtils.write(response, "客户导入模板.xls", "客户列表", CrmCustomerImportExcelVO.class, list);
}
@PostMapping("/import")

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportExcelVO.java
View File

@@ -1,8 +1,10 @@
package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.annotations.ExcelColumnSelect;
import cn.iocoder.yudao.framework.excel.core.convert.AreaConvert;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.crm.framework.excel.core.AreaExcelColumnSelectFunction;
import com.alibaba.excel.annotation.ExcelProperty;
import lombok.AllArgsConstructor;
import lombok.Builder;
@@ -41,6 +43,7 @@ public class CrmCustomerImportExcelVO {
private String email;
@ExcelProperty(value = "地区", converter = AreaConvert.class)
@ExcelColumnSelect(functionName = AreaExcelColumnSelectFunction.NAME)
private Integer areaId;
@ExcelProperty("详细地址")
@@ -48,14 +51,17 @@ public class CrmCustomerImportExcelVO {
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_LEVEL)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_LEVEL)
private Integer level;
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_SOURCE)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_SOURCE)
private Integer source;
@ExcelProperty("备注")

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerTransferReqVO.java
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@@ -5,6 +5,8 @@ import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.util.List;
@Schema(description = "管理后台 - CRM 客户转移 Request VO")
@Data
public class CrmCustomerTransferReqVO {
@@ -28,4 +30,10 @@ public class CrmCustomerTransferReqVO {
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer oldOwnerPermissionLevel;
/**
* 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择。选中时，也一起转移
*/
@Schema(description = "同时转移", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private List<Integer> toBizTypes;
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
View File

@@ -1,16 +1,24 @@
package cn.iocoder.yudao.module.crm.controller.admin.permission;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
@@ -27,13 +35,11 @@ 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.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.util.Collection;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.*;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@@ -50,7 +56,6 @@ public class CrmPermissionController {
@Resource
private CrmPermissionService permissionService;
@Resource
private AdminUserApi adminUserApi;
@Resource
@@ -61,9 +66,8 @@ public class CrmPermissionController {
@PostMapping("/create")
@Operation(summary = "创建数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:create')")
@CrmPermission(bizTypeValue = "#reqVO.bizType", bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionCreateReqVO reqVO) {
permissionService.createPermission(BeanUtils.toBean(reqVO, CrmPermissionCreateReqBO.class));
public CommonResult<Boolean> create(@Valid @RequestBody CrmPermissionSaveReqVO reqVO) {
permissionService.createPermission(reqVO, getLoginUserId());
return success(true);
}

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionCreateReqVO.java
View File

@@ -1,14 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 数据权限创建 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmPermissionCreateReqVO extends CrmPermissionBaseVO {
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionRespVO.java
View File

@@ -1,6 +1,10 @@
package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.time.LocalDateTime;
@@ -8,11 +12,29 @@ import java.util.Set;
@Schema(description = "管理后台 - CRM 数据权限 Response VO")
@Data
public class CrmPermissionRespVO extends CrmPermissionBaseVO {
public class CrmPermissionRespVO {
@Schema(description = "数据权限编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "123456")
@NotNull(message = "用户编号不能为空")
private Long userId;
@Schema(description = "CRM 类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmBizTypeEnum.class)
@NotNull(message = "CRM 类型不能为空")
private Integer bizType;
@Schema(description = "CRM 类型数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@NotNull(message = "CRM 类型数据编号不能为空")
private Long bizId;
@Schema(description = "权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmPermissionLevelEnum.class)
@NotNull(message = "权限级别不能为空")
private Integer level;
@Schema(description = "用户昵称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
private String nickname;

18
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionBaseVO.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionSaveReqVO.java
View File

@@ -8,14 +8,11 @@ import lombok.Data;
import jakarta.validation.constraints.NotNull;
/**
* 数据权限 Base VO，提供给添加、修改、详细的子 VO 使用
* 如果子 VO 存在差异的字段，请不要添加到这里，影响 Swagger 文档生成
*
* @author HUIHUI
*/
import java.util.List;
@Schema(description = "管理后台 - CRM 数据权限创建/更新 Request VO")
@Data
public class CrmPermissionBaseVO {
public class CrmPermissionSaveReqVO {
@Schema(description = "用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "123456")
@NotNull(message = "用户编号不能为空")
@@ -35,4 +32,11 @@ public class CrmPermissionBaseVO {
@NotNull(message = "权限级别不能为空")
private Integer level;
/**
* 添加客户团队成员时，需要额外有【联系人】【商机】【合同】的 checkbox 选择。
* 选中时，同时添加对应的权限
*/
@Schema(description = "同时添加", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private List<Integer> toBizTypes;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanRespVO.java
View File

@@ -1,6 +1,7 @@
package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@@ -8,53 +9,69 @@ import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
// TODO @puhui999：缺导出
@Schema(description = "管理后台 - CRM 回款计划 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmReceivablePlanRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@ExcelProperty("编号")
private Long id;
@Schema(description = "期数", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@ExcelProperty("期数")
private Integer period;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@ExcelProperty("客户编号")
private Long customerId;
@Schema(description = "客户名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "test")
@ExcelProperty("客户名字")
private String customerName;
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@ExcelProperty("合同编号")
private Long contractId;
@Schema(description = "合同编号", example = "Q110")
@ExcelProperty("合同编号")
private String contractNo;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@ExcelProperty("负责人编号")
private Long ownerUserId;
@Schema(description = "负责人", example = "test")
@ExcelProperty("负责人")
private String ownerUserName;
@Schema(description = "计划回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
@ExcelProperty("计划回款日期")
private LocalDateTime returnTime;
@Schema(description = "计划回款方式", example = "1")
@ExcelProperty("计划回款方式")
private Integer returnType;
@Schema(description = "计划回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
@ExcelProperty("计划回款金额")
private BigDecimal price;
@Schema(description = "回款编号", example = "19852")
@ExcelProperty("回款编号")
private Long receivableId;
@Schema(description = "回款信息")
@ExcelProperty("回款信息")
private CrmReceivableRespVO receivable;
@Schema(description = "提前几天提醒", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
@ExcelProperty("提前几天提醒")
private Integer remindDays;
@Schema(description = "提醒日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
@ExcelProperty("提醒日期")
private LocalDateTime remindTime;
@Schema(description = "备注", example = "备注")
@ExcelProperty("备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)

21
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableRespVO.java
View File

@@ -1,6 +1,7 @@
package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractRespVO;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@@ -8,37 +9,47 @@ import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
// TODO 芋艿：导出的 VO，可以考虑使用 @Excel 注解，实现导出功能
@Schema(description = "管理后台 - CRM 回款 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmReceivableRespVO {
@Schema(description = "编号", example = "25787")
@ExcelProperty("编号")
private Long id;
@Schema(description = "回款编号", example = "31177")
@ExcelProperty("回款编号")
private String no;
@Schema(description = "回款计划编号", example = "1024")
@ExcelProperty("回款计划编号")
private Long planId;
@Schema(description = "回款方式", example = "2")
@ExcelProperty("回款方式")
private Integer returnType;
@Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
@ExcelProperty("回款金额")
private BigDecimal price;
@Schema(description = "计划回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
@ExcelProperty("计划回款日期")
private LocalDateTime returnTime;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@ExcelProperty("客户编号")
private Long customerId;
@Schema(description = "客户名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "test")
@ExcelProperty("客户名字")
private String customerName;
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@ExcelProperty("合同编号")
private Long contractId;
@Schema(description = "合同信息")
@ExcelProperty("合同信息")
private CrmContractRespVO contract;
@Schema(description = "负责人的用户编号", example = "25682")
@@ -56,20 +67,26 @@ public class CrmReceivableRespVO {
private String processInstanceId;
@Schema(description = "审批状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "0")
@ExcelProperty("审批状态")
private Integer auditStatus;
@Schema(description = "备注", example = "备注")
@Schema(description = "工作流编号", example = "备注")
@ExcelProperty("工作流编号")
private String remark;
@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;
@Schema(description = "创建人", example = "25682")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "test")
@ExcelProperty("创建人名字")
private String creatorName;
}

55
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.http Normal file
View File

@@ -0,0 +1,55 @@
# == 1. 客户总量分析 ==
### 1.1 客户总量分析(按日期)
GET {{baseUrl}}/crm/statistics-customer/get-customer-summary-by-date?deptId=100&interval=2&times[0]=2024-01-01 00:00:00&times[1]=2024-01-29 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 1.2 客户总量统计(按用户)
GET {{baseUrl}}/crm/statistics-customer/get-customer-summary-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}}
# == 2. 客户跟进次数分析 ==
### 2.1 客户跟进次数分析(按日期)
GET {{baseUrl}}/crm/statistics-customer/get-follow-up-summary-by-date?deptId=100&interval=2&times[0]=2024-01-01 00:00:00&times[1]=2024-01-29 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 2.2 客户总量统计(按用户)
GET {{baseUrl}}/crm/statistics-customer/get-follow-up-summary-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}}
# == 3. 客户跟进方式分析 ==
### 3.1 客户跟进方式分析
GET {{baseUrl}}/crm/statistics-customer/get-follow-up-summary-by-type?deptId=100&interval=2&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
# == 4. 客户成交周期 ==
### 4.1 合同摘要信息(客户转化率页面)
GET {{baseUrl}}/crm/statistics-customer/get-contract-summary?deptId=100&interval=2&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
# == 5. 客户成交周期 ==
### 5.1 获取客户公海分析(按日期)
GET {{baseUrl}}/crm/statistics-customer/get-pool-summary-by-date?deptId=100&interval=2&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 5.2 获取客户公海分析(按用户)
GET {{baseUrl}}/crm/statistics-customer/get-pool-summary-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. 客户成交周期 ==
### 6.1 客户成交周期(按日期)
GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-date?deptId=100&interval=2&times[0]=2024-01-01 00:00:00&times[1]=2024-01-29 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 6.2 获取客户成交周期(按用户)
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}}

101
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.java Normal file
View File

@@ -0,0 +1,101 @@
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.*;
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 客户统计")
@RestController
@RequestMapping("/crm/statistics-customer")
@Validated
public class CrmStatisticsCustomerController {
@Resource
private CrmStatisticsCustomerService customerService;
@GetMapping("/get-customer-summary-by-date")
@Operation(summary = "获取客户总量分析(按日期)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerSummaryByDateRespVO>> getCustomerSummaryByDate(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getCustomerSummaryByDate(reqVO));
}
@GetMapping("/get-customer-summary-by-user")
@Operation(summary = "获取客户总量分析(按用户)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerSummaryByUserRespVO>> getCustomerSummaryByUser(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getCustomerSummaryByUser(reqVO));
}
@GetMapping("/get-follow-up-summary-by-date")
@Operation(summary = "获取客户跟进次数分析(按日期)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsFollowUpSummaryByDateRespVO>> getFollowupSummaryByDate(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getFollowUpSummaryByDate(reqVO));
}
@GetMapping("/get-follow-up-summary-by-user")
@Operation(summary = "获取客户跟进次数分析(按用户)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsFollowUpSummaryByUserRespVO>> getFollowUpSummaryByUser(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getFollowUpSummaryByUser(reqVO));
}
@GetMapping("/get-follow-up-summary-by-type")
@Operation(summary = "获取客户跟进次数分析(按类型)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsFollowUpSummaryByTypeRespVO>> getFollowUpSummaryByType(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getFollowUpSummaryByType(reqVO));
}
@GetMapping("/get-contract-summary")
@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")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerContractSummaryRespVO>> getContractSummary(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getContractSummary(reqVO));
}
@GetMapping("/get-pool-summary-by-date")
@Operation(summary = "获取公海客户分析(按日期)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsPoolSummaryByDateRespVO>> getPoolSummaryByDate(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getPoolSummaryByDate(reqVO));
}
@GetMapping("/get-pool-summary-by-user")
@Operation(summary = "获取公海客户分析(按用户)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsPoolSummaryByUserRespVO>> getPoolSummaryByUser(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getPoolSummaryByUser(reqVO));
}
@GetMapping("/get-customer-deal-cycle-by-date")
@Operation(summary = "获取客户成交周期(按日期)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerDealCycleByDateRespVO>> getCustomerDealCycleByDate(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getCustomerDealCycleByDate(reqVO));
}
@GetMapping("/get-customer-deal-cycle-by-user")
@Operation(summary = "获取客户成交周期(按用户)")
@PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerDealCycleByUserRespVO>> getCustomerDealCycleByUser(@Valid CrmStatisticsCustomerReqVO reqVO) {
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；
}

52
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsPerformanceController.java Normal file
View File

@@ -0,0 +1,52 @@
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.performance.CrmStatisticsPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsPerformanceService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
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 jakarta.annotation.Resource;
import jakarta.validation.Valid;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 员工业绩统计")
@RestController
@RequestMapping("/crm/statistics-performance")
@Validated
public class CrmStatisticsPerformanceController {
@Resource
private CrmStatisticsPerformanceService performanceService;
@GetMapping("/get-contract-count-performance")
@Operation(summary = "合同数量统计", description = "用于【合同数量分析】页面")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsPerformanceRespVO>> getContractCountPerformance(@Valid CrmStatisticsPerformanceReqVO performanceReqVO) {
return success(performanceService.getContractCountPerformance(performanceReqVO));
}
@GetMapping("/get-contract-price-performance")
@Operation(summary = "合同金额统计")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsPerformanceRespVO>> getContractPriceStaffPerformance(@Valid CrmStatisticsPerformanceReqVO performanceReqVO) {
return success(performanceService.getContractPricePerformance(performanceReqVO));
}
@GetMapping("/get-receivable-price-performance")
@Operation(summary = "回款金额统计")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsPerformanceRespVO>> getReceivablePriceStaffPerformance(@Valid CrmStatisticsPerformanceReqVO performanceReqVO) {
return success(performanceService.getReceivablePricePerformance(performanceReqVO));
}
}

61
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsPortraitController.java Normal file
View File

@@ -0,0 +1,61 @@
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.portrait.CrmStatisticsPortraitReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.CrmStatisticCustomerAreaRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.CrmStatisticCustomerIndustryRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.CrmStatisticCustomerLevelRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.CrmStatisticCustomerSourceRespVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsPortraitService;
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 客户画像")
@RestController
@RequestMapping("/crm/statistics-portrait")
@Validated
public class CrmStatisticsPortraitController {
@Resource
private CrmStatisticsPortraitService statisticsPortraitService;
@GetMapping("/get-customer-area-summary")
@Operation(summary = "获取客户地区统计数据", description = "用于【城市分布分析】页面")
@PreAuthorize("@ss.hasPermission('crm:statistics-portrait:query')")
public CommonResult<List<CrmStatisticCustomerAreaRespVO>> getCustomerAreaSummary(@Valid CrmStatisticsPortraitReqVO reqVO) {
return success(statisticsPortraitService.getCustomerSummaryByArea(reqVO));
}
@GetMapping("/get-customer-industry-summary")
@Operation(summary = "获取客户行业统计数据", description = "用于【客户行业分析】页面")
@PreAuthorize("@ss.hasPermission('crm:statistics-portrait:query')")
public CommonResult<List<CrmStatisticCustomerIndustryRespVO>> getCustomerIndustrySummary(@Valid CrmStatisticsPortraitReqVO reqVO) {
return success(statisticsPortraitService.getCustomerSummaryByIndustry(reqVO));
}
@GetMapping("/get-customer-level-summary")
@Operation(summary = "获取客户级别统计数据", description = "用于【客户级别分析】页面")
@PreAuthorize("@ss.hasPermission('crm:statistics-portrait:query')")
public CommonResult<List<CrmStatisticCustomerLevelRespVO>> getCustomerLevelSummary(@Valid CrmStatisticsPortraitReqVO reqVO) {
return success(statisticsPortraitService.getCustomerSummaryByLevel(reqVO));
}
@GetMapping("/get-customer-source-summary")
@Operation(summary = "获取客户来源统计数据", description = "用于【客户来源分析】页面")
@PreAuthorize("@ss.hasPermission('crm:statistics-portrait:query')")
public CommonResult<List<CrmStatisticCustomerSourceRespVO>> getCustomerSourceSummary(@Valid CrmStatisticsPortraitReqVO reqVO) {
return success(statisticsPortraitService.getCustomerSummaryBySource(reqVO));
}
}

41
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsRankController.java
View File

@@ -1,9 +1,9 @@
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.CrmStatisticsRanKRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRankReqVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsRankingService;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankReqVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsRankService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
@@ -18,7 +18,6 @@ import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 排行榜统计")
@RestController
@RequestMapping("/crm/statistics-rank")
@@ -26,62 +25,62 @@ import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
public class CrmStatisticsRankController {
@Resource
private CrmStatisticsRankingService rankingService;
private CrmStatisticsRankService rankService;
@GetMapping("/get-contract-price-rank")
@Operation(summary = "获得合同金额排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContractPriceRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getContractPriceRank(rankingReqVO));
public CommonResult<List<CrmStatisticsRankRespVO>> getContractPriceRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankService.getContractPriceRank(rankingReqVO));
}
@GetMapping("/get-receivable-price-rank")
@Operation(summary = "获得回款金额排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getReceivablePriceRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getReceivablePriceRank(rankingReqVO));
public CommonResult<List<CrmStatisticsRankRespVO>> getReceivablePriceRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankService.getReceivablePriceRank(rankingReqVO));
}
@GetMapping("/get-contract-count-rank")
@Operation(summary = "获得签约合同数量排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContractCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getContractCountRank(rankingReqVO));
public CommonResult<List<CrmStatisticsRankRespVO>> getContractCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankService.getContractCountRank(rankingReqVO));
}
@GetMapping("/get-product-sales-rank")
@Operation(summary = "获得产品销量排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getProductSalesRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getProductSalesRank(rankingReqVO));
public CommonResult<List<CrmStatisticsRankRespVO>> getProductSalesRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankService.getProductSalesRank(rankingReqVO));
}
@GetMapping("/get-customer-count-rank")
@Operation(summary = "获得新增客户数排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getCustomerCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getCustomerCountRank(rankingReqVO));
public CommonResult<List<CrmStatisticsRankRespVO>> getCustomerCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankService.getCustomerCountRank(rankingReqVO));
}
@GetMapping("/get-contacts-count-rank")
@Operation(summary = "获得新增联系人数排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContactsCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getContactsCountRank(rankingReqVO));
public CommonResult<List<CrmStatisticsRankRespVO>> getContactsCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankService.getContactsCountRank(rankingReqVO));
}
@GetMapping("/get-follow-count-rank")
@Operation(summary = "获得跟进次数排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getFollowCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getFollowCountRank(rankingReqVO));
public CommonResult<List<CrmStatisticsRankRespVO>> getFollowCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankService.getFollowCountRank(rankingReqVO));
}
@GetMapping("/get-follow-customer-count-rank")
@Operation(summary = "获得跟进客户数排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getFollowCustomerCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getFollowCustomerCountRank(rankingReqVO));
public CommonResult<List<CrmStatisticsRankRespVO>> getFollowCustomerCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankService.getFollowCustomerCountRank(rankingReqVO));
}
}

20
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerByUserBaseRespVO.java Normal file
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@@ -0,0 +1,20 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
/**
* 用户客户统计响应 Base Response VO
*
* 目的：可以统一拼接子 VO 的 ownerUserId、ownerUserName 属性
*/
@Data
public class CrmStatisticsCustomerByUserBaseRespVO {
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long ownerUserId;
@Schema(description = "负责人", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道源码")
private String ownerUserName;
}

48
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerContractSummaryRespVO.java Normal file
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@@ -0,0 +1,48 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 客户转化率分析 VO")
@Data
public class CrmStatisticsCustomerContractSummaryRespVO {
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道源码")
private String customerName;
@Schema(description = "合同名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "演示合同")
private String contractName;
@Schema(description = "合同总金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "1200.00")
private BigDecimal totalPrice;
@Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "1200.00")
private BigDecimal receivablePrice;
@Schema(description = "客户行业编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer industryId;
@Schema(description = "客户来源编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer source;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long ownerUserId;
@Schema(description = "负责人", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道源码")
private String ownerUserName;
@Schema(description = "创建人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private String creator;
@Schema(description = "创建人", requiredMode = Schema.RequiredMode.REQUIRED, example = "源码")
private String creatorUserName;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-01 13:24:26")
private LocalDateTime createTime;
@Schema(description = "下单日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02 00:00:00")
private LocalDateTime orderDate;
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerDealCycleByDateRespVO.java Normal file
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@@ -0,0 +1,16 @@
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(按日期) VO")
@Data
public class CrmStatisticsCustomerDealCycleByDateRespVO {
@Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
private String time;
@Schema(description = "成交周期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1.0")
private Double customerDealCycle;
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerDealCycleByUserRespVO.java Normal file
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@@ -0,0 +1,16 @@
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 成交周期分析(按用户) VO")
@Data
public class CrmStatisticsCustomerDealCycleByUserRespVO extends CrmStatisticsCustomerByUserBaseRespVO {
@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;
}

46
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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@@ -0,0 +1,46 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
import cn.iocoder.yudao.framework.common.enums.DateIntervalEnum;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import jakarta.validation.constraints.Size;
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 数据统计的员工客户分析 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
* 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", 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;
@Schema(description = "时间范围", requiredMode = Schema.RequiredMode.NOT_REQUIRED)
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@Size(min = 2, max = 2, message = "请选择时间范围")
private LocalDateTime[] times;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerSummaryByDateRespVO.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 客户总量分析(按日期) VO")
@Data
public class CrmStatisticsCustomerSummaryByDateRespVO {
@Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
private String time;
@Schema(description = "新建客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerCreateCount;
@Schema(description = "成交客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerDealCount;
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerSummaryByUserRespVO.java Normal file
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@@ -0,0 +1,24 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
@Schema(description = "管理后台 - CRM 客户总量分析(按用户) VO")
@Data
public class CrmStatisticsCustomerSummaryByUserRespVO extends CrmStatisticsCustomerByUserBaseRespVO {
@Schema(description = "新建客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerCreateCount;
@Schema(description = "成交客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerDealCount;
@Schema(description = "合同总金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "100.00")
private BigDecimal contractPrice;
@Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "100.00")
private BigDecimal receivablePrice;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsFollowUpSummaryByDateRespVO.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 跟进次数分析(按日期) VO")
@Data
public class CrmStatisticsFollowUpSummaryByDateRespVO {
@Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
private String time;
@Schema(description = "跟进次数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer followUpRecordCount;
@Schema(description = "跟进客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer followUpCustomerCount;
}

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsFollowUpSummaryByTypeRespVO.java Normal file
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@@ -0,0 +1,17 @@
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 跟进次数分析(按类型) VO")
@Data
public class CrmStatisticsFollowUpSummaryByTypeRespVO {
@Schema(description = "跟进类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer followUpType;
@Schema(description = "跟进次数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer followUpRecordCount;
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsFollowUpSummaryByUserRespVO.java Normal file
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@@ -0,0 +1,16 @@
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 跟进次数分析(按用户) VO")
@Data
public class CrmStatisticsFollowUpSummaryByUserRespVO extends CrmStatisticsCustomerByUserBaseRespVO {
@Schema(description = "跟进次数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer followUpRecordCount;
@Schema(description = "跟进客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer followUpCustomerCount;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsPoolSummaryByDateRespVO.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 公海客户分析(按日期) VO")
@Data
public class CrmStatisticsPoolSummaryByDateRespVO {
@Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
private String time;
@Schema(description = "进入公海客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerPutCount;
@Schema(description = "公海领取客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerTakeCount;
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsPoolSummaryByUserRespVO.java Normal file
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@@ -0,0 +1,16 @@
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 公海客户分析(按用户) VO")
@Data
public class CrmStatisticsPoolSummaryByUserRespVO extends CrmStatisticsCustomerByUserBaseRespVO {
@Schema(description = "进入公海客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerPutCount;
@Schema(description = "公海领取客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerTakeCount;
}

42
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/performance/CrmStatisticsPerformanceReqVO.java Normal file
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@@ -0,0 +1,42 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
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 员工业绩统计 Request VO")
@Data
public class CrmStatisticsPerformanceReqVO {
@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;
// TODO @scholar：应该传递的是 int year；年份
@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;
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/performance/CrmStatisticsPerformanceRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
@Schema(description = "管理后台 - CRM 员工业绩统计 Response VO")
@Data
public class CrmStatisticsPerformanceRespVO {
@Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
private String time;
@Schema(description = "当月统计结果", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private BigDecimal currentMonthCount;
@Schema(description = "上月统计结果", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private BigDecimal lastMonthCount;
@Schema(description = "去年同期统计结果", requiredMode = Schema.RequiredMode.REQUIRED, example = "3")
private BigDecimal lastYearCount;
}

21
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/portrait/CrmStatisticCustomerAreaRespVO.java Normal file
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@@ -0,0 +1,21 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 客户省份分析 VO")
@Data
public class CrmStatisticCustomerAreaRespVO {
@Schema(description = "省份编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer areaId;
@Schema(description = "省份名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "浙江省")
private String areaName;
@Schema(description = "客户个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerCount;
@Schema(description = "成交个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer dealCount;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/portrait/CrmStatisticCustomerIndustryRespVO.java Normal file
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@@ -0,0 +1,19 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 客户行业分析 VO")
@Data
public class CrmStatisticCustomerIndustryRespVO {
@Schema(description = "客户行业ID", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer industryId;
@Schema(description = "客户个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerCount;
@Schema(description = "成交个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer dealCount;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/portrait/CrmStatisticCustomerLevelRespVO.java Normal file
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@@ -0,0 +1,19 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 客户级别分析 VO")
@Data
public class CrmStatisticCustomerLevelRespVO {
@Schema(description = "客户级别编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer level;
@Schema(description = "客户个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerCount;
@Schema(description = "成交个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer dealCount;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/portrait/CrmStatisticCustomerSourceRespVO.java Normal file
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@@ -0,0 +1,19 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 客户来源分析 VO")
@Data
public class CrmStatisticCustomerSourceRespVO {
@Schema(description = "客户来源编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer source;
@Schema(description = "客户个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer customerCount;
@Schema(description = "成交个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer dealCount;
}

42
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/portrait/CrmStatisticsPortraitReqVO.java Normal file
View File

@@ -0,0 +1,42 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait;
import io.swagger.v3.oas.annotations.media.Schema;
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 客户画像 Request VO")
@Data
public class CrmStatisticsPortraitReqVO {
@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
* 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", hidden = true, example = "2")
private List<Long> userIds;
/**
* 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
*/
@Schema(description = "时间范围", requiredMode = Schema.RequiredMode.NOT_REQUIRED)
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime[] times;
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/CrmStatisticsRankReqVO.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/rank/CrmStatisticsRankReqVO.java
View File

@@ -1,4 +1,4 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo;
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
@@ -21,7 +21,7 @@ public class CrmStatisticsRankReqVO {
/**
* 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")

12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/CrmStatisticsRanKRespVO.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/rank/CrmStatisticsRankRespVO.java
View File

@@ -1,12 +1,14 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo;
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
@Schema(description = "管理后台 - CRM BI 排行榜统计 Response VO")
@Schema(description = "管理后台 - CRM 排行榜统计 Response VO")
@Data
public class CrmStatisticsRanKRespVO {
public class CrmStatisticsRankRespVO {
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long ownerUserId;
@@ -22,8 +24,10 @@ public class CrmStatisticsRanKRespVO {
*
* 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
*
* 为什么使用 BigDecimal 的原因：
*/
@Schema(description = "数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer count;
private BigDecimal count;
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
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@@ -6,12 +6,14 @@ import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import java.util.Collection;
import java.util.List;
/**
* 商机 Mapper
@@ -57,4 +59,10 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId);
}
default List<CrmBusinessDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId){
return selectList(new LambdaQueryWrapperX<CrmBusinessDO>()
.eq(CrmBusinessDO::getCustomerId, customerId)
.eq(CrmBusinessDO::getOwnerUserId, ownerUserId));
}
}

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contact/CrmContactMapper.java
View File

@@ -73,4 +73,9 @@ public interface CrmContactMapper extends BaseMapperX<CrmContactDO> {
return selectList(CrmContactDO::getCustomerId, customerId);
}
default List<CrmContactDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return selectList(CrmContactDO::getCustomerId, customerId,
CrmContactDO::getOwnerUserId, ownerUserId);
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractMapper.java
View File

@@ -117,4 +117,10 @@ public interface CrmContractMapper extends BaseMapperX<CrmContractDO> {
return selectCount(query);
}
default List<CrmContractDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return selectList(new LambdaQueryWrapperX<CrmContractDO>()
.eq(CrmContractDO::getCustomerId, customerId)
.eq(CrmContractDO::getOwnerUserId, ownerUserId));
}
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/permission/CrmPermissionMapper.java
View File

@@ -53,9 +53,11 @@ public interface CrmPermissionMapper extends BaseMapperX<CrmPermissionDO> {
CrmPermissionDO::getUserId, userId);
}
default CrmPermissionDO selectByBizIdAndUserId(Long bizId, Long userId) {
return selectOne(CrmPermissionDO::getBizId, bizId,
CrmPermissionDO::getUserId, userId);
default CrmPermissionDO selectByBizAndUserId(Integer bizType, Long bizId, Long userId) {
return selectOne(new LambdaQueryWrapperX<CrmPermissionDO>()
.eq(CrmPermissionDO::getBizType, bizType)
.eq(CrmPermissionDO::getBizId, bizId)
.eq(CrmPermissionDO::getUserId, userId));
}
default int deletePermission(Integer bizType, Long bizId) {

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivableMapper.java
View File

@@ -99,4 +99,8 @@ public interface CrmReceivableMapper extends BaseMapperX<CrmReceivableDO> {
return convertMap(result, obj -> (Long) obj.get("contract_id"), obj -> (BigDecimal) obj.get("total_price"));
}
default Long selectCountByContractId(Long contractId) {
return selectCount(CrmReceivableDO::getContractId, contractId);
}
}

194
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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@@ -0,0 +1,194 @@
package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
import cn.hutool.core.date.LocalDateTimeUtil;
import cn.hutool.core.util.RandomUtil;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
import org.apache.ibatis.annotations.Mapper;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
/**
* CRM 客户分析 Mapper
*
* @author dhb52
*/
@Mapper
public interface CrmStatisticsCustomerMapper {
/**
* 新建客户数(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerSummaryByDateRespVO> selectCustomerCreateCountGroupByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 成交客户数(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerSummaryByDateRespVO> selectCustomerDealCountGroupByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 新建客户数(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerSummaryByUserRespVO> selectCustomerCreateCountGroupByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 成交客户数(按用户)
*
* @param reqVO 请求参数@param reqVO 请求参数@param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerSummaryByUserRespVO> selectCustomerDealCountGroupByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 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
*/
List<CrmStatisticsCustomerSummaryByUserRespVO> selectContractPriceGroupByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 合同回款金额(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerSummaryByUserRespVO> selectReceivablePriceGroupByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 跟进次数(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsFollowUpSummaryByDateRespVO> selectFollowUpRecordCountGroupByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 跟进客户数(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsFollowUpSummaryByDateRespVO> selectFollowUpCustomerCountGroupByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 跟进次数(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsFollowUpSummaryByUserRespVO> selectFollowUpRecordCountGroupByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 跟进客户数(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsFollowUpSummaryByUserRespVO> selectFollowUpCustomerCountGroupByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 首次合同、回款信息(用于【客户转化率】页面)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerContractSummaryRespVO> selectContractSummary(CrmStatisticsCustomerReqVO reqVO);
/**
* 跟进次数(按类型)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsFollowUpSummaryByTypeRespVO> selectFollowUpRecordCountGroupByType(CrmStatisticsCustomerReqVO reqVO);
/**
* 进入公海客户数(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
// TODO: @芋艿 模拟数据, 需要增加 crm_owner_record 表
default List<CrmStatisticsPoolSummaryByDateRespVO> selectPoolCustomerPutCountByDate(CrmStatisticsCustomerReqVO reqVO) {
LocalDateTime currrentDate = LocalDateTimeUtil.beginOfDay(reqVO.getTimes()[0]);
LocalDateTime endDate = LocalDateTimeUtil.endOfDay(reqVO.getTimes()[1]);
List<CrmStatisticsPoolSummaryByDateRespVO> voList = new ArrayList<>();
while (currrentDate.isBefore(endDate)) {
voList.add(new CrmStatisticsPoolSummaryByDateRespVO()
.setTime(LocalDateTimeUtil.format(currrentDate, "yyyy-MM-dd"))
.setCustomerPutCount(RandomUtil.randomInt(0, 10))
.setCustomerTakeCount(RandomUtil.randomInt(0, 10)));
currrentDate = currrentDate.plusDays(1);
}
return voList;
}
/**
* 公海领取客户数(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
// TODO: @芋艿 模拟数据, 需要增加 crm_owner_record 表
default List<CrmStatisticsPoolSummaryByDateRespVO> selectPoolCustomerTakeCountByDate(CrmStatisticsCustomerReqVO reqVO) {
return selectPoolCustomerPutCountByDate(reqVO);
}
/**
* 进入公海客户数(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
// TODO: @芋艿 模拟数据, 需要增加 crm_owner_record 表
default List<CrmStatisticsPoolSummaryByUserRespVO> selectPoolCustomerPutCountByUser(CrmStatisticsCustomerReqVO reqVO) {
return convertList(reqVO.getUserIds(), userId ->
(CrmStatisticsPoolSummaryByUserRespVO) new CrmStatisticsPoolSummaryByUserRespVO()
.setCustomerPutCount(RandomUtil.randomInt(0, 10))
.setCustomerTakeCount(RandomUtil.randomInt(0, 10))
.setOwnerUserId(userId));
}
/**
* 公海领取客户数(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
// TODO: @芋艿 模拟数据, 需要增加 crm_owner_record 表
default List<CrmStatisticsPoolSummaryByUserRespVO> selectPoolCustomerTakeCountByUser(CrmStatisticsCustomerReqVO reqVO) {
return selectPoolCustomerPutCountByUser(reqVO);
}
/**
* 客户成交周期(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerDealCycleByDateRespVO> selectCustomerDealCycleGroupByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 客户成交周期(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupByUser(CrmStatisticsCustomerReqVO reqVO);
}

41
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsPerformanceMapper.java Normal file
View File

@@ -0,0 +1,41 @@
package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
import org.apache.ibatis.annotations.Mapper;
import java.util.List;
/**
* CRM 员工业绩分析 Mapper
*
* @author scholar
*/
@Mapper
public interface CrmStatisticsPerformanceMapper {
/**
* 员工签约合同数量
*
* @param performanceReqVO 参数
* @return 员工签约合同数量
*/
List<CrmStatisticsPerformanceRespVO> selectContractCountPerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
/**
* 员工签约合同金额
*
* @param performanceReqVO 参数
* @return 员工签约合同金额
*/
List<CrmStatisticsPerformanceRespVO> selectContractPricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
/**
* 员工回款金额
*
* @param performanceReqVO 参数
* @return 员工回款金额
*/
List<CrmStatisticsPerformanceRespVO> selectReceivablePricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsPortraitMapper.java Normal file
View File

@@ -0,0 +1,24 @@
package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.*;
import org.apache.ibatis.annotations.Mapper;
import java.util.List;
/**
* CRM 数据画像 Mapper
*
* @author HUIHUI
*/
@Mapper
public interface CrmStatisticsPortraitMapper {
List<CrmStatisticCustomerAreaRespVO> selectSummaryListGroupByAreaId(CrmStatisticsPortraitReqVO reqVO);
List<CrmStatisticCustomerIndustryRespVO> selectCustomerIndustryListGroupByIndustryId(CrmStatisticsPortraitReqVO reqVO);
List<CrmStatisticCustomerSourceRespVO> selectCustomerSourceListGroupBySource(CrmStatisticsPortraitReqVO reqVO);
List<CrmStatisticCustomerLevelRespVO> selectCustomerLevelListGroupByLevel(CrmStatisticsPortraitReqVO reqVO);
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsRankingMapper.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsRankMapper.java
View File

@@ -1,7 +1,7 @@
package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRankReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankReqVO;
import org.apache.ibatis.annotations.Mapper;
import java.util.List;
@@ -12,7 +12,7 @@ import java.util.List;
* @author anhaohao
*/
@Mapper
public interface CrmStatisticsRankingMapper {
public interface CrmStatisticsRankMapper {
/**
* 查询合同金额排行榜
@@ -20,7 +20,7 @@ public interface CrmStatisticsRankingMapper {
* @param rankReqVO 参数
* @return 合同金额排行榜
*/
List<CrmStatisticsRanKRespVO> selectContractPriceRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> selectContractPriceRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 查询回款金额排行榜
@@ -28,7 +28,7 @@ public interface CrmStatisticsRankingMapper {
* @param rankReqVO 参数
* @return 回款金额排行榜
*/
List<CrmStatisticsRanKRespVO> selectReceivablePriceRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> selectReceivablePriceRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 查询签约合同数量排行榜
@@ -36,7 +36,7 @@ public interface CrmStatisticsRankingMapper {
* @param rankReqVO 参数
* @return 签约合同数量排行榜
*/
List<CrmStatisticsRanKRespVO> selectContractCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> selectContractCountRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 查询产品销量排行榜
@@ -44,7 +44,7 @@ public interface CrmStatisticsRankingMapper {
* @param rankReqVO 参数
* @return 产品销量排行榜
*/
List<CrmStatisticsRanKRespVO> selectProductSalesRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> selectProductSalesRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 查询新增客户数排行榜
@@ -52,7 +52,7 @@ public interface CrmStatisticsRankingMapper {
* @param rankReqVO 参数
* @return 新增客户数排行榜
*/
List<CrmStatisticsRanKRespVO> selectCustomerCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> selectCustomerCountRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 查询联系人数量排行榜
@@ -60,7 +60,7 @@ public interface CrmStatisticsRankingMapper {
* @param rankReqVO 参数
* @return 联系人数量排行榜
*/
List<CrmStatisticsRanKRespVO> selectContactsCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> selectContactsCountRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 查询跟进次数排行榜
@@ -68,7 +68,7 @@ public interface CrmStatisticsRankingMapper {
* @param rankReqVO 参数
* @return 跟进次数排行榜
*/
List<CrmStatisticsRanKRespVO> selectFollowCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> selectFollowCountRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 查询跟进客户数排行榜
@@ -76,6 +76,6 @@ public interface CrmStatisticsRankingMapper {
* @param rankReqVO 参数
* @return 跟进客户数排行榜
*/
List<CrmStatisticsRanKRespVO> selectFollowCustomerCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> selectFollowCustomerCountRank(CrmStatisticsRankReqVO rankReqVO);
}

33
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/excel/core/AreaExcelColumnSelectFunction.java Normal file
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@@ -0,0 +1,33 @@
package cn.iocoder.yudao.module.crm.framework.excel.core;
import cn.iocoder.yudao.framework.excel.core.function.ExcelColumnSelectFunction;
import cn.iocoder.yudao.framework.ip.core.Area;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import org.springframework.stereotype.Service;
import java.util.List;
/**
* 地区下拉框数据源的 {@link ExcelColumnSelectFunction} 实现类
*
* @author HUIHUI
*/
@Service
public class AreaExcelColumnSelectFunction implements ExcelColumnSelectFunction {
public static final String NAME = "getCrmAreaNameList"; // 防止和别的模块重名
@Override
public String getName() {
return NAME;
}
@Override
public List<String> getOptions() {
// 获取地区下拉数据
// TODO @puhui999：嘿嘿，这里改成省份、城市、区域，三个选项，难度大么？
Area area = AreaUtils.getArea(Area.ID_CHINA);
return AreaUtils.getAreaNodePathList(area.getChildren());
}
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/excel/package-info.java Normal file
View File

@@ -0,0 +1,4 @@
/**
* crm 模块的 excel 拓展封装
*/
package cn.iocoder.yudao.module.crm.framework.excel;

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/operatelog/package-info.java
View File

@@ -1 +1,4 @@
/**
* crm 模块的 operatelog 拓展封装
*/
package cn.iocoder.yudao.module.crm.framework.operatelog;

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/permission/package-info.java
View File

@@ -1 +1,4 @@
/**
* crm 模块的 permission 拓展封装
*/
package cn.iocoder.yudao.module.crm.framework.permission;

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/web/package-info.java
View File

@@ -1,4 +1,4 @@
/**
* trade 模块的 web 配置
* crm 模块的 web 拓展封装
*/
package cn.iocoder.yudao.module.crm.framework.web;

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
View File

@@ -46,8 +46,8 @@ public interface CrmBusinessService {
/**
* 更新商机相关跟进信息
*
* @param id 编号
* @param contactNextTime 下次联系时间
* @param id 编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateBusinessFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
@@ -55,7 +55,7 @@ public interface CrmBusinessService {
/**
* 更新商机的下次联系时间
*
* @param ids 编号数组
* @param ids 编号数组
* @param contactNextTime 下次联系时间
*/
void updateBusinessContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
@@ -185,4 +185,13 @@ public interface CrmBusinessService {
return status.getName();
}
/**
* 获得商机列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 商机列表
*/
List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
View File

@@ -88,7 +88,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
success = CRM_BUSINESS_CREATE_SUCCESS)
public Long createBusiness(CrmBusinessSaveReqVO createReqVO, Long userId) {
// 1.1 校验产品项的有效性
List<CrmBusinessProductDO> businessProducts = validateBusinessProducts(createReqVO.getProducts());
List<CrmBusinessProductDO> businessProducts = validateBusinessProducts(createReqVO.getBusinessProducts());
// 1.2 校验关联字段
validateRelationDataExists(createReqVO);
@@ -129,7 +129,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
// 1.1 校验存在
CrmBusinessDO oldBusiness = validateBusinessExists(updateReqVO.getId());
// 1.2 校验产品项的有效性
List<CrmBusinessProductDO> businessProducts = validateBusinessProducts(updateReqVO.getProducts());
List<CrmBusinessProductDO> businessProducts = validateBusinessProducts(updateReqVO.getBusinessProducts());
// 1.3 校验关联字段
validateRelationDataExists(updateReqVO);
@@ -202,9 +202,9 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
}
}
private List<CrmBusinessProductDO> validateBusinessProducts(List<CrmBusinessSaveReqVO.Product> list) {
private List<CrmBusinessProductDO> validateBusinessProducts(List<CrmBusinessSaveReqVO.BusinessProduct> list) {
// 1. 校验产品存在
productService.validProductList(convertSet(list, CrmBusinessSaveReqVO.Product::getProductId));
productService.validProductList(convertSet(list, CrmBusinessSaveReqVO.BusinessProduct::getProductId));
// 2. 转化为 CrmBusinessProductDO 列表
return convertList(list, o -> BeanUtils.toBean(o, CrmBusinessProductDO.class,
item -> item.setTotalPrice(MoneyUtils.priceMultiply(item.getBusinessPrice(), item.getCount()))));
@@ -234,7 +234,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
}
// 1.4 校验是不是状态没变更
if ((reqVO.getStatusId() != null && reqVO.getStatusId().equals(business.getStatusId()))
|| (reqVO.getEndStatus() != null && reqVO.getEndStatus().equals(business.getEndStatus()))) {
|| (reqVO.getEndStatus() != null && reqVO.getEndStatus().equals(business.getEndStatus()))) {
throw exception(BUSINESS_UPDATE_STATUS_FAIL_STATUS_EQUALS);
}
@@ -301,7 +301,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
// 2.1 数据权限转移
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_BUSINESS.getType(),
reqVO.getNewOwnerUserId(), reqVO.getId(), CrmPermissionLevelEnum.OWNER.getLevel()));
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置新的负责人
businessMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
@@ -370,4 +370,9 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
return businessMapper.selectCountByStatusTypeId(statusTypeId);
}
@Override
public List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return businessMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

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

@@ -75,8 +75,8 @@ public interface CrmContactService {
/**
* 更新联系人的下次联系时间
*
* @param ids 编号数组
* @param contactNextTime 下次联系时间
* @param ids 编号数组
* @param contactNextTime 下次联系时间
*/
void updateContactContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
@@ -160,4 +160,13 @@ public interface CrmContactService {
*/
Long getContactCountByCustomerId(Long customerId);
/**
* 获得联系人列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 联系人列表
*/
List<CrmContactDO> getContactListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
View File

@@ -298,4 +298,9 @@ public class CrmContactServiceImpl implements CrmContactService {
return contactMapper.selectCount(CrmContactDO::getCustomerId, customerId);
}
@Override
public List<CrmContactDO> getContactListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return contactMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractService.java
View File

@@ -58,8 +58,8 @@ public interface CrmContractService {
/**
* 更新合同相关的更进信息
*
* @param id 合同编号
* @param contactNextTime 下次联系时间
* @param id 合同编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateContractFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
@@ -75,7 +75,7 @@ public interface CrmContractService {
/**
* 更新合同流程审批结果
*
* @param id 合同编号
* @param id 合同编号
* @param bpmResult BPM 审批结果
*/
void updateContractAuditStatus(Long id, Integer bpmResult);
@@ -193,4 +193,13 @@ public interface CrmContractService {
*/
Long getRemindContractCount(Long userId);
/**
* 获得合同列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 合同列表
*/
List<CrmContractDO> getContractListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

25
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
View File

@@ -30,12 +30,14 @@ import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
import cn.iocoder.yudao.module.crm.service.receivable.CrmReceivableService;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import com.mzt.logapi.context.LogRecordContext;
import com.mzt.logapi.service.impl.DiffParseFunction;
import com.mzt.logapi.starter.annotation.LogRecord;
import jakarta.annotation.Resource;
import lombok.extern.slf4j.Slf4j;
import org.springframework.context.annotation.Lazy;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
@@ -86,7 +88,9 @@ public class CrmContractServiceImpl implements CrmContractService {
private CrmContactService contactService;
@Resource
private CrmContractConfigService contractConfigService;
@Resource
@Lazy // 延迟加载，避免循环依赖
private CrmReceivableService receivableService;
@Resource
private AdminUserApi adminUserApi;
@Resource
@@ -222,15 +226,19 @@ public class CrmContractServiceImpl implements CrmContractService {
success = CRM_CONTRACT_DELETE_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTRACT, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
public void deleteContract(Long id) {
// TODO @puhui999：如果被 CrmReceivableDO 所使用，则不允许删除
// 校验存在
// 1.1 校验存在
CrmContractDO contract = validateContractExists(id);
// 删除
// 1.2 如果被 CrmReceivableDO 所使用，则不允许删除
if (receivableService.getReceivableCountByContractId(contract.getId()) > 0) {
throw exception(CONTRACT_DELETE_FAIL);
}
// 2.1 删除合同
contractMapper.deleteById(id);
// 删除数据权限
// 2.2 删除数据权限
crmPermissionService.deletePermission(CrmBizTypeEnum.CRM_CONTRACT.getType(), id);
// 记录操作日志上下文
// 3. 记录操作日志上下文
LogRecordContext.putVariable("contractName", contract.getName());
}
@@ -399,4 +407,9 @@ public class CrmContractServiceImpl implements CrmContractService {
return contractMapper.selectCountByRemind(userId, config);
}
@Override
public List<CrmContractDO> getContractListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return contractMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

42
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
View File

@@ -9,7 +9,13 @@ import cn.iocoder.yudao.framework.common.exception.ServiceException;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerLimitConfigDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
@@ -201,7 +207,6 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
CrmCustomerDO customer = validateCustomerExists(reqVO.getId());
// 1.2 校验拥有客户是否到达上限
validateCustomerExceedOwnerLimit(reqVO.getNewOwnerUserId(), 1);
// 2.1 数据权限转移
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
@@ -209,10 +214,45 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
customerMapper.updateById(new CrmCustomerDO().setId(reqVO.getId())
.setOwnerUserId(reqVO.getNewOwnerUserId()).setOwnerTime(LocalDateTime.now()));
// 2.3 同时转移
if (CollUtil.isNotEmpty(reqVO.getToBizTypes())) {
transfer(reqVO, userId);
}
// 3. 记录转移日志
LogRecordContext.putVariable("customer", customer);
}
/**
* 转移客户时，需要额外有【联系人】【商机】【合同】
*
* @param reqVO 请求
* @param userId 用户编号
*/
private void transfer(CrmCustomerTransferReqVO reqVO, Long userId) {
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTACT.getType())) {
List<CrmContactDO> contactList = contactService.getContactListByCustomerIdOwnerUserId(reqVO.getId(), userId);
contactList.forEach(item -> {
contactService.transferContact(new CrmContactTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_BUSINESS.getType())) {
List<CrmBusinessDO> businessList = businessService.getBusinessListByCustomerIdOwnerUserId(reqVO.getId(), userId);
businessList.forEach(item -> {
businessService.transferBusiness(new CrmBusinessTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTRACT.getType())) {
List<CrmContractDO> contractList = contractService.getContractListByCustomerIdOwnerUserId(reqVO.getId(), userId);
contractList.forEach(item -> {
contractService.transferContract(new CrmContractTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
}
@Override
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_LOCK_SUB_TYPE, bizNo = "{{#lockReqVO.id}}",
success = CRM_CUSTOMER_LOCK_SUCCESS)

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionService.java
View File

@@ -1,6 +1,7 @@
package cn.iocoder.yudao.module.crm.service.permission;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@@ -19,6 +20,14 @@ import java.util.List;
*/
public interface CrmPermissionService {
/**
* 创建数据权限
*
* @param reqVO 创建信息
* @param userId 用户编号
*/
void createPermission(CrmPermissionSaveReqVO reqVO, Long userId);
/**
* 创建数据权限
*
@@ -111,10 +120,10 @@ public interface CrmPermissionService {
/**
* 校验是否有指定数据的操作权限
*
* @param bizType 数据类型，关联 {@link CrmBizTypeEnum}
* @param bizId 数据编号，关联 {@link CrmBizTypeEnum} 对应模块 DO#getId()
* @param userId 用户编号
* @param level 权限级别
* @param bizType 数据类型，关联 {@link CrmBizTypeEnum}
* @param bizId 数据编号，关联 {@link CrmBizTypeEnum} 对应模块 DO#getId()
* @param userId 用户编号
* @param level 权限级别
* @return 是否有权限
*/
boolean hasPermission(Integer bizType, Long bizId, Long userId, CrmPermissionLevelEnum level);

132
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionServiceImpl.java
View File

@@ -4,28 +4,34 @@ import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
import cn.iocoder.yudao.module.crm.dal.mysql.permission.CrmPermissionMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils;
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.context.annotation.Lazy;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import java.util.Collection;
import java.util.Collections;
import java.util.List;
import java.util.Set;
import java.util.*;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.anyMatch;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum.isOwner;
@@ -40,18 +46,119 @@ public class CrmPermissionServiceImpl implements CrmPermissionService {
@Resource
private CrmPermissionMapper permissionMapper;
@Resource
@Lazy // 解决依赖循环
private CrmContactService contactService;
@Resource
@Lazy // 解决依赖循环
private CrmBusinessService businessService;
@Resource
@Lazy // 解决依赖循环
private CrmContractService contractService;
@Resource
private AdminUserApi adminUserApi;
@Override
@Transactional(rollbackFor = Exception.class)
@CrmPermission(bizTypeValue = "#reqVO.bizType", bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void createPermission(CrmPermissionSaveReqVO reqVO, Long userId) {
// 1. 创建数据权限
createPermission0(BeanUtils.toBean(reqVO, CrmPermissionCreateReqBO.class));
// 2. 处理【同时添加至】的权限
if (CollUtil.isEmpty(reqVO.getToBizTypes())) {
return;
}
List<CrmPermissionCreateReqBO> createPermissions = new ArrayList<>();
buildContactPermissions(reqVO, userId, createPermissions);
buildBusinessPermissions(reqVO, userId, createPermissions);
buildContractPermissions(reqVO, userId, createPermissions);
if (CollUtil.isEmpty(createPermissions)) {
return;
}
createPermissionBatch(createPermissions);
}
/**
* 处理同时添加至联系人
*
* @param reqVO 请求
* @param userId 操作人
* @param createPermissions 待添加权限列表
*/
private void buildContactPermissions(CrmPermissionSaveReqVO reqVO, Long userId, List<CrmPermissionCreateReqBO> createPermissions) {
// 1. 校验是否被同时添加
Integer type = CrmBizTypeEnum.CRM_CONTACT.getType();
if (!reqVO.getToBizTypes().contains(type)) {
return;
}
// 2. 添加数据权限
List<CrmContactDO> contactList = contactService.getContactListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
contactList.forEach(item -> createBizTypePermissions(reqVO, type, item.getId(), item.getName(), createPermissions));
}
/**
* 处理同时添加至商机
*
* @param reqVO 请求
* @param userId 操作人
* @param createPermissions 待添加权限列表
*/
private void buildBusinessPermissions(CrmPermissionSaveReqVO reqVO, Long userId, List<CrmPermissionCreateReqBO> createPermissions) {
// 1. 校验是否被同时添加
Integer type = CrmBizTypeEnum.CRM_BUSINESS.getType();
if (!reqVO.getToBizTypes().contains(type)) {
return;
}
// 2. 添加数据权限
List<CrmBusinessDO> businessList = businessService.getBusinessListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
businessList.forEach(item -> createBizTypePermissions(reqVO, type, item.getId(), item.getName(), createPermissions));
}
/**
* 处理同时添加至合同
*
* @param reqVO 请求
* @param userId 操作人
* @param createPermissions 待添加权限列表
*/
private void buildContractPermissions(CrmPermissionSaveReqVO reqVO, Long userId, List<CrmPermissionCreateReqBO> createPermissions) {
// 1. 校验是否被同时添加
Integer type = CrmBizTypeEnum.CRM_CONTRACT.getType();
if (!reqVO.getToBizTypes().contains(type)) {
return;
}
// 2. 添加数据权限
List<CrmContractDO> contractList = contractService.getContractListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
contractList.forEach(item -> createBizTypePermissions(reqVO, type, item.getId(), item.getName(), createPermissions));
}
private void createBizTypePermissions(CrmPermissionSaveReqVO reqVO, Integer type, Long bizId, String name,
List<CrmPermissionCreateReqBO> createPermissions) {
AdminUserRespDTO user = adminUserApi.getUser(reqVO.getUserId());
// 1. 需要考虑，被添加人，是不是应该有对应的权限了；
CrmPermissionDO permission = hasAnyPermission(type, bizId, reqVO.getUserId());
if (ObjUtil.isNotNull(permission)) {
throw exception(CRM_PERMISSION_CREATE_FAIL_EXISTS, user.getNickname(), CrmBizTypeEnum.getNameByType(type),
name, CrmPermissionLevelEnum.getNameByLevel(permission.getLevel()));
}
// 2. 添加数据权限
createPermissions.add(new CrmPermissionCreateReqBO().setBizType(type)
.setBizId(bizId).setUserId(reqVO.getUserId()).setLevel(reqVO.getLevel()));
}
@Override
@Transactional(rollbackFor = Exception.class)
public Long createPermission(CrmPermissionCreateReqBO createReqBO) {
return createPermission0(createReqBO);
}
private Long createPermission0(CrmPermissionCreateReqBO createReqBO) {
validatePermissionNotExists(Collections.singletonList(createReqBO));
// 1. 校验用户是否存在
adminUserApi.validateUserList(Collections.singletonList(createReqBO.getUserId()));
// 2. 创建
// 2. 插入权限
CrmPermissionDO permission = BeanUtils.toBean(createReqBO, CrmPermissionDO.class);
permissionMapper.insert(permission);
return permission.getId();
@@ -170,7 +277,7 @@ public class CrmPermissionServiceImpl implements CrmPermissionService {
throw exception(CRM_PERMISSION_DELETE_FAIL);
}
// 校验操作人是否为负责人
CrmPermissionDO permission = permissionMapper.selectByBizIdAndUserId(permissions.get(0).getBizId(), userId);
CrmPermissionDO permission = permissionMapper.selectByBizAndUserId(permissions.get(0).getBizType(), permissions.get(0).getBizId(), userId);
if (permission == null) {
throw exception(CRM_PERMISSION_DELETE_DENIED);
}
@@ -220,4 +327,9 @@ public class CrmPermissionServiceImpl implements CrmPermissionService {
ObjUtil.equal(permission.getUserId(), userId) && ObjUtil.equal(permission.getLevel(), level.getLevel()));
}
public CrmPermissionDO hasAnyPermission(Integer bizType, Long bizId, Long userId) {
List<CrmPermissionDO> permissionList = permissionMapper.selectByBizTypeAndBizId(bizType, bizId);
return findFirst(permissionList, permission -> ObjUtil.equal(permission.getUserId(), userId));
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivablePlanServiceImpl.java
View File

@@ -20,7 +20,6 @@ import com.mzt.logapi.context.LogRecordContext;
import com.mzt.logapi.service.impl.DiffParseFunction;
import com.mzt.logapi.starter.annotation.LogRecord;
import jakarta.annotation.Resource;
import org.springframework.context.annotation.Lazy;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
@@ -46,9 +45,6 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
@Resource
private CrmReceivablePlanMapper receivablePlanMapper;
@Resource
@Lazy // 延迟加载，避免循环依赖
private CrmReceivableService receivableService;
@Resource
private CrmContractService contractService;
@Resource
@@ -144,7 +140,7 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
// 2. 删除
receivablePlanMapper.deleteById(id);
// 3. 删除数据权限
permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), id);
permissionService.deletePermission(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), id);
// 4. 记录操作日志上下文
LogRecordContext.putVariable("receivablePlan", receivablePlan);

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableService.java
View File

@@ -122,4 +122,12 @@ public interface CrmReceivableService {
*/
Map<Long, BigDecimal> getReceivablePriceMapByContractId(Collection<Long> contractIds);
/**
* 根据合同编号查询回款数量
*
* @param contractId 合同编号
* @return 回款数量
*/
Long getReceivableCountByContractId(Long contractId);
}

45
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableServiceImpl.java
View File

@@ -37,10 +37,7 @@ import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import java.math.BigDecimal;
import java.util.Arrays;
import java.util.Collection;
import java.util.List;
import java.util.Map;
import java.util.*;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
@@ -81,7 +78,6 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
@Resource
private BpmProcessInstanceApi bpmProcessInstanceApi;
// TODO @puhui999：操作日志没记录上
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_RECEIVABLE_TYPE, subType = CRM_RECEIVABLE_CREATE_SUB_TYPE, bizNo = "{{#receivable.id}}",
@@ -115,6 +111,7 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
// 5. 记录操作日志上下文
LogRecordContext.putVariable("receivable", receivable);
LogRecordContext.putVariable("period", getReceivablePeriod(receivable.getPlanId()));
return receivable.getId();
}
@@ -156,7 +153,6 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
}
}
// TODO @puhui999：操作日志没记录上
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_RECEIVABLE_TYPE, subType = CRM_RECEIVABLE_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}",
@@ -164,11 +160,14 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
@CrmPermission(bizType = CrmBizTypeEnum.CRM_RECEIVABLE, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
public void updateReceivable(CrmReceivableSaveReqVO updateReqVO) {
Assert.notNull(updateReqVO.getId(), "回款编号不能为空");
// 1.1 校验可回款金额超过上限
validateReceivablePriceExceedsLimit(updateReqVO);
updateReqVO.setOwnerUserId(null).setCustomerId(null).setContractId(null).setPlanId(null); // 不允许修改的字段
// 1.2 校验存在
// 1.1 校验存在
CrmReceivableDO receivable = validateReceivableExists(updateReqVO.getId());
updateReqVO.setOwnerUserId(receivable.getOwnerUserId()).setCustomerId(receivable.getCustomerId())
.setContractId(receivable.getContractId()).setPlanId(receivable.getPlanId()); // 设置已存在的值
// 1.2 校验可回款金额超过上限
validateReceivablePriceExceedsLimit(updateReqVO);
// 1.3 只有草稿、审批中，可以编辑；
if (!ObjectUtils.equalsAny(receivable.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus(),
CrmAuditStatusEnum.PROCESS.getStatus())) {
@@ -180,8 +179,17 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
receivableMapper.updateById(updateObj);
// 3. 记录操作日志上下文
LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(receivable, CrmReceivableSaveReqVO.class));
LogRecordContext.putVariable("receivable", receivable);
LogRecordContext.putVariable("period", getReceivablePeriod(receivable.getPlanId()));
LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(receivable, CrmReceivableSaveReqVO.class));
}
private Integer getReceivablePeriod(Long planId) {
if (Objects.isNull(planId)) {
return null;
}
CrmReceivablePlanDO receivablePlan = receivablePlanService.getReceivablePlan(planId);
return receivablePlan.getPeriod();
}
@Override
@@ -212,15 +220,19 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
if (receivable.getPlanId() != null && receivablePlanService.getReceivablePlan(receivable.getPlanId()) != null) {
throw exception(RECEIVABLE_DELETE_FAIL);
}
// TODO @puhui999：审批通过时，不允许删除；
// 1.3 审批通过时，不允许删除
if (ObjUtil.equal(receivable.getAuditStatus(), CrmAuditStatusEnum.APPROVE.getStatus())) {
throw exception(RECEIVABLE_DELETE_FAIL_IS_APPROVE);
}
// 2. 删除
// 2.1 删除回款
receivableMapper.deleteById(id);
// 3. 删除数据权限
// 2.2 删除数据权限
permissionService.deletePermission(CrmBizTypeEnum.CRM_RECEIVABLE.getType(), id);
// 4. 记录操作日志上下文
// 3. 记录操作日志上下文
LogRecordContext.putVariable("receivable", receivable);
LogRecordContext.putVariable("period", getReceivablePeriod(receivable.getPlanId()));
}
@Override
@@ -289,4 +301,9 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
return receivableMapper.selectReceivablePriceMapByContractId(contractIds);
}
@Override
public Long getReceivableCountByContractId(Long contractId) {
return receivableMapper.selectCountByContractId(contractId);
}
}

96
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.java Normal file
View File

@@ -0,0 +1,96 @@
package cn.iocoder.yudao.module.crm.service.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
import java.util.List;
/**
* CRM 客户分析 Service 接口
*
* @author dhb52
*/
public interface CrmStatisticsCustomerService {
/**
* 总量分析(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerSummaryByDateRespVO> getCustomerSummaryByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 总量分析(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerSummaryByUserRespVO> getCustomerSummaryByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 跟进次数分析(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsFollowUpSummaryByDateRespVO> getFollowUpSummaryByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 跟进次数分析(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsFollowUpSummaryByUserRespVO> getFollowUpSummaryByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 客户跟进次数分析(按类型)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsFollowUpSummaryByTypeRespVO> getFollowUpSummaryByType(CrmStatisticsCustomerReqVO reqVO);
/**
* 获取客户的首次合同、回款信息列表，用于【客户转化率】页面
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerContractSummaryRespVO> getContractSummary(CrmStatisticsCustomerReqVO reqVO);
/**
* 公海客户分析(按日期)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsPoolSummaryByDateRespVO> getPoolSummaryByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 公海客户分析(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsPoolSummaryByUserRespVO> getPoolSummaryByUser(CrmStatisticsCustomerReqVO reqVO);
/**
* 客户成交周期(按日期)
*
* 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
* @return 统计数据
*/
List<CrmStatisticsCustomerDealCycleByDateRespVO> getCustomerDealCycleByDate(CrmStatisticsCustomerReqVO reqVO);
/**
* 客户成交周期(按用户)
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticsCustomerDealCycleByUserRespVO> getCustomerDealCycleByUser(CrmStatisticsCustomerReqVO reqVO);
}

323
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.java Normal file
View File

@@ -0,0 +1,323 @@
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.util.date.LocalDateTimeUtils;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
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;
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.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
/**
* CRM 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<CrmStatisticsCustomerSummaryByDateRespVO> getCustomerSummaryByDate(CrmStatisticsCustomerReqVO 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<CrmStatisticsCustomerSummaryByDateRespVO> customerCreateCountList = customerMapper.selectCustomerCreateCountGroupByDate(reqVO);
List<CrmStatisticsCustomerSummaryByDateRespVO> customerDealCountList = customerMapper.selectCustomerDealCountGroupByDate(reqVO);
// 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 customerCreateCount = customerCreateCountList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToInt(CrmStatisticsCustomerSummaryByDateRespVO::getCustomerCreateCount).sum();
Integer customerDealCount = customerDealCountList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToInt(CrmStatisticsCustomerSummaryByDateRespVO::getCustomerDealCount).sum();
return new CrmStatisticsCustomerSummaryByDateRespVO()
.setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval()))
.setCustomerCreateCount(customerCreateCount).setCustomerDealCount(customerDealCount);
});
}
@Override
public List<CrmStatisticsCustomerSummaryByUserRespVO> getCustomerSummaryByUser(CrmStatisticsCustomerReqVO reqVO) {
// 1. 获得用户编号数组
reqVO.setUserIds(getUserIds(reqVO));
if (CollUtil.isEmpty(reqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 按用户统计，获取分项统计数据
List<CrmStatisticsCustomerSummaryByUserRespVO> customerCreateCountList = customerMapper.selectCustomerCreateCountGroupByUser(reqVO);
List<CrmStatisticsCustomerSummaryByUserRespVO> customerDealCountList = customerMapper.selectCustomerDealCountGroupByUser(reqVO);
List<CrmStatisticsCustomerSummaryByUserRespVO> contractPriceList = customerMapper.selectContractPriceGroupByUser(reqVO);
List<CrmStatisticsCustomerSummaryByUserRespVO> receivablePriceList = customerMapper.selectReceivablePriceGroupByUser(reqVO);
// 3.1 按照用户，合并统计数据
List<CrmStatisticsCustomerSummaryByUserRespVO> summaryList = convertList(reqVO.getUserIds(), userId -> {
Integer customerCreateCount = customerCreateCountList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.mapToInt(CrmStatisticsCustomerSummaryByUserRespVO::getCustomerCreateCount).sum();
Integer customerDealCount = customerDealCountList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.mapToInt(CrmStatisticsCustomerSummaryByUserRespVO::getCustomerDealCount).sum();
BigDecimal contractPrice = contractPriceList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.reduce(BigDecimal.ZERO, (sum, vo) -> sum.add(vo.getContractPrice()), BigDecimal::add);
BigDecimal receivablePrice = receivablePriceList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.reduce(BigDecimal.ZERO, (sum, vo) -> sum.add(vo.getReceivablePrice()), BigDecimal::add);
return (CrmStatisticsCustomerSummaryByUserRespVO) new CrmStatisticsCustomerSummaryByUserRespVO()
.setCustomerCreateCount(customerCreateCount).setCustomerDealCount(customerDealCount)
.setContractPrice(contractPrice).setReceivablePrice(receivablePrice).setOwnerUserId(userId);
});
// 3.2 拼接用户信息
appendUserInfo(summaryList);
return summaryList;
}
@Override
public List<CrmStatisticsFollowUpSummaryByDateRespVO> getFollowUpSummaryByDate(CrmStatisticsCustomerReqVO 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<CrmStatisticsFollowUpSummaryByDateRespVO> followUpRecordCountList = customerMapper.selectFollowUpRecordCountGroupByDate(reqVO);
List<CrmStatisticsFollowUpSummaryByDateRespVO> followUpCustomerCountList = customerMapper.selectFollowUpCustomerCountGroupByDate(reqVO);
// 3. 按照时间间隔，合并统计数据
List<LocalDateTime[]> timeRanges = LocalDateTimeUtils.getDateRangeList(reqVO.getTimes()[0], reqVO.getTimes()[1], reqVO.getInterval());
return convertList(timeRanges, times -> {
Integer followUpRecordCount = followUpRecordCountList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToInt(CrmStatisticsFollowUpSummaryByDateRespVO::getFollowUpRecordCount).sum();
Integer followUpCustomerCount = followUpCustomerCountList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToInt(CrmStatisticsFollowUpSummaryByDateRespVO::getFollowUpCustomerCount).sum();
return new CrmStatisticsFollowUpSummaryByDateRespVO()
.setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval()))
.setFollowUpCustomerCount(followUpRecordCount).setFollowUpRecordCount(followUpCustomerCount);
});
}
@Override
public List<CrmStatisticsFollowUpSummaryByUserRespVO> getFollowUpSummaryByUser(CrmStatisticsCustomerReqVO reqVO) {
// 1. 获得用户编号数组
reqVO.setUserIds(getUserIds(reqVO));
if (CollUtil.isEmpty(reqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 按用户统计，获取分项统计数据
List<CrmStatisticsFollowUpSummaryByUserRespVO> followUpRecordCountList = customerMapper.selectFollowUpRecordCountGroupByUser(reqVO);
List<CrmStatisticsFollowUpSummaryByUserRespVO> followUpCustomerCountList = customerMapper.selectFollowUpCustomerCountGroupByUser(reqVO);
// 3.1 按照用户，合并统计数据
List<CrmStatisticsFollowUpSummaryByUserRespVO> summaryList = convertList(reqVO.getUserIds(), userId -> {
Integer followUpRecordCount = followUpRecordCountList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.mapToInt(CrmStatisticsFollowUpSummaryByUserRespVO::getFollowUpRecordCount).sum();
Integer followUpCustomerCount = followUpCustomerCountList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.mapToInt(CrmStatisticsFollowUpSummaryByUserRespVO::getFollowUpCustomerCount).sum();
return (CrmStatisticsFollowUpSummaryByUserRespVO) new CrmStatisticsFollowUpSummaryByUserRespVO()
.setFollowUpCustomerCount(followUpRecordCount).setFollowUpRecordCount(followUpCustomerCount).setOwnerUserId(userId);
});
// 3.2 拼接用户信息
appendUserInfo(summaryList);
return summaryList;
}
@Override
public List<CrmStatisticsFollowUpSummaryByTypeRespVO> getFollowUpSummaryByType(CrmStatisticsCustomerReqVO reqVO) {
// 1. 获得用户编号数组
reqVO.setUserIds(getUserIds(reqVO));
if (CollUtil.isEmpty(reqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 获得跟进数据
return customerMapper.selectFollowUpRecordCountGroupByType(reqVO);
}
@Override
public List<CrmStatisticsCustomerContractSummaryRespVO> getContractSummary(CrmStatisticsCustomerReqVO reqVO) {
// 1. 获得用户编号数组
reqVO.setUserIds(getUserIds(reqVO));
if (CollUtil.isEmpty(reqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 按用户统计，获取统计数据
List<CrmStatisticsCustomerContractSummaryRespVO> summaryList = customerMapper.selectContractSummary(reqVO);
// 3. 拼接信息
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(summaryList, vo -> Stream.of(NumberUtils.parseLong(vo.getCreator()), vo.getOwnerUserId())));
summaryList.forEach(vo -> {
findAndThen(userMap, NumberUtils.parseLong(vo.getCreator()), user -> vo.setCreatorUserName(user.getNickname()));
findAndThen(userMap, vo.getOwnerUserId(), user -> vo.setOwnerUserName(user.getNickname()));
});
return summaryList;
}
@Override
public List<CrmStatisticsPoolSummaryByDateRespVO> getPoolSummaryByDate(CrmStatisticsCustomerReqVO 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<CrmStatisticsPoolSummaryByDateRespVO> customerPutCountList = customerMapper.selectPoolCustomerPutCountByDate(reqVO);
List<CrmStatisticsPoolSummaryByDateRespVO> customerTakeCountList = customerMapper.selectPoolCustomerTakeCountByDate(reqVO);
// 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 customerPutCount = customerPutCountList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToInt(CrmStatisticsPoolSummaryByDateRespVO::getCustomerPutCount).sum();
Integer customerTakeCount = customerTakeCountList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToInt(CrmStatisticsPoolSummaryByDateRespVO::getCustomerTakeCount).sum();
return new CrmStatisticsPoolSummaryByDateRespVO()
.setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval()))
.setCustomerPutCount(customerPutCount).setCustomerTakeCount(customerTakeCount);
});
}
@Override
public List<CrmStatisticsPoolSummaryByUserRespVO> getPoolSummaryByUser(CrmStatisticsCustomerReqVO reqVO) {
// 1. 获得用户编号数组
reqVO.setUserIds(getUserIds(reqVO));
if (CollUtil.isEmpty(reqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 按用户统计，获取分项统计数据
List<CrmStatisticsPoolSummaryByUserRespVO> customerPutCountList = customerMapper.selectPoolCustomerPutCountByUser(reqVO);
List<CrmStatisticsPoolSummaryByUserRespVO> customerTakeCountList = customerMapper.selectPoolCustomerTakeCountByUser(reqVO);
// 3.1 按照用户，合并统计数据
List<CrmStatisticsPoolSummaryByUserRespVO> summaryList = convertList(reqVO.getUserIds(), userId -> {
Integer customerPutCount = customerPutCountList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.mapToInt(CrmStatisticsPoolSummaryByUserRespVO::getCustomerPutCount).sum();
Integer customerTakeCount = customerTakeCountList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.mapToInt(CrmStatisticsPoolSummaryByUserRespVO::getCustomerTakeCount).sum();
return (CrmStatisticsPoolSummaryByUserRespVO) new CrmStatisticsPoolSummaryByUserRespVO()
.setCustomerPutCount(customerPutCount).setCustomerTakeCount(customerTakeCount)
.setOwnerUserId(userId);
});
// 3.2 拼接用户信息
appendUserInfo(summaryList);
return summaryList;
}
@Override
public List<CrmStatisticsCustomerDealCycleByDateRespVO> getCustomerDealCycleByDate(CrmStatisticsCustomerReqVO 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<CrmStatisticsCustomerDealCycleByDateRespVO> customerDealCycleList = customerMapper.selectCustomerDealCycleGroupByDate(reqVO);
// 3. 按照日期间隔，合并统计数据
List<LocalDateTime[]> timeRanges = LocalDateTimeUtils.getDateRangeList(reqVO.getTimes()[0], reqVO.getTimes()[1], reqVO.getInterval());
return convertList(timeRanges, times -> {
Double customerDealCycle = customerDealCycleList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToDouble(CrmStatisticsCustomerDealCycleByDateRespVO::getCustomerDealCycle).sum();
return new CrmStatisticsCustomerDealCycleByDateRespVO()
.setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval()))
.setCustomerDealCycle(customerDealCycle);
});
}
@Override
public List<CrmStatisticsCustomerDealCycleByUserRespVO> getCustomerDealCycleByUser(CrmStatisticsCustomerReqVO reqVO) {
// 1. 获得用户编号数组
reqVO.setUserIds(getUserIds(reqVO));
if (CollUtil.isEmpty(reqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 按用户统计，获取分项统计数据
List<CrmStatisticsCustomerDealCycleByUserRespVO> customerDealCycleList = customerMapper.selectCustomerDealCycleGroupByUser(reqVO);
List<CrmStatisticsCustomerSummaryByUserRespVO> customerDealCountList = customerMapper.selectCustomerDealCountGroupByUser(reqVO);
// 3.1 按照用户，合并统计数据
List<CrmStatisticsCustomerDealCycleByUserRespVO> summaryList = convertList(reqVO.getUserIds(), userId -> {
Double customerDealCycle = customerDealCycleList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.mapToDouble(CrmStatisticsCustomerDealCycleByUserRespVO::getCustomerDealCycle).sum();
Integer customerDealCount = customerDealCountList.stream().filter(vo -> userId.equals(vo.getOwnerUserId()))
.mapToInt(CrmStatisticsCustomerSummaryByUserRespVO::getCustomerDealCount).sum();
return (CrmStatisticsCustomerDealCycleByUserRespVO) new CrmStatisticsCustomerDealCycleByUserRespVO()
.setCustomerDealCycle(customerDealCycle).setCustomerDealCount(customerDealCount).setOwnerUserId(userId);
});
// 3.2 拼接用户信息
appendUserInfo(summaryList);
return summaryList;
}
/**
* 拼接用户信息（昵称）
*
* @param voList 统计数据
*/
private <T extends CrmStatisticsCustomerByUserBaseRespVO> void appendUserInfo(List<T> voList) {
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSet(voList, CrmStatisticsCustomerByUserBaseRespVO::getOwnerUserId));
voList.forEach(vo -> findAndThen(userMap, vo.getOwnerUserId(), user -> vo.setOwnerUserName(user.getNickname())));
}
/**
* 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
*
* @param reqVO 请求参数
* @return 用户编号数组
*/
private List<Long> getUserIds(CrmStatisticsCustomerReqVO reqVO) {
// 情况一：选中某个用户
if (ObjUtil.isNotNull(reqVO.getUserId())) {
return List.of(reqVO.getUserId());
}
// 情况二：选中某个部门
// 2.1 获得部门列表
List<Long> deptIds = convertList(deptApi.getChildDeptList(reqVO.getDeptId()), DeptRespDTO::getId);
deptIds.add(reqVO.getDeptId());
// 2.2 获得用户编号
return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
}
}

42
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPerformanceService.java Normal file
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@@ -0,0 +1,42 @@
package cn.iocoder.yudao.module.crm.service.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
import java.util.List;
/**
* CRM 员工绩效统计 Service 接口
*
* @author scholar
*/
public interface CrmStatisticsPerformanceService {
/**
* 员工签约合同数量分析
*
* @param performanceReqVO 排行参数
* @return 员工签约合同数量排行分析
*/
List<CrmStatisticsPerformanceRespVO> getContractCountPerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
/**
* 员工签约合同金额分析
*
* @param performanceReqVO 排行参数
* @return 员工签约合同金额分析
*/
List<CrmStatisticsPerformanceRespVO> getContractPricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
/**
* 员工获得回款金额分析
*
* @param performanceReqVO 排行参数
* @return 员工获得回款金额分析
*/
List<CrmStatisticsPerformanceRespVO> getReceivablePricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
}

102
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPerformanceServiceImpl.java Normal file
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@@ -0,0 +1,102 @@
package cn.iocoder.yudao.module.crm.service.statistics;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsPerformanceMapper;
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 org.springframework.stereotype.Service;
import org.springframework.validation.annotation.Validated;
import jakarta.annotation.Resource;
import java.util.Collections;
import java.util.List;
import java.util.function.Function;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
/**
* CRM 员工业绩分析 Service 实现类
*
* @author scholar
*/
@Service
@Validated
public class CrmStatisticsPerformanceServiceImpl implements CrmStatisticsPerformanceService {
@Resource
private CrmStatisticsPerformanceMapper performanceMapper;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Override
public List<CrmStatisticsPerformanceRespVO> getContractCountPerformance(CrmStatisticsPerformanceReqVO performanceReqVO) {
// TODO @scholar：我们可以换个思路实现，减少数据库的计算量；
// 比如说，2024 年的合同数据，是不是 2022-12 到 2024-12-31，每个月的统计呢？
// 理解之后，我们可以数据 group by 年-月，20222-12 到 2024-12-31 的，然后内存在聚合出 CrmStatisticsPerformanceRespVO 这样
// 这样，我们就可以减少数据库的计算量，提升性能；同时 SQL 也会很简单，开发者理解起来也简单哈；
return getPerformance(performanceReqVO, performanceMapper::selectContractCountPerformance);
}
@Override
public List<CrmStatisticsPerformanceRespVO> getContractPricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO) {
return getPerformance(performanceReqVO, performanceMapper::selectContractPricePerformance);
}
@Override
public List<CrmStatisticsPerformanceRespVO> getReceivablePricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO) {
return getPerformance(performanceReqVO, performanceMapper::selectReceivablePricePerformance);
}
/**
* 获得员工业绩数据
*
* @param performanceReqVO 参数
* @param performanceFunction 排行榜方法
* @return 排行版数据
*/
private List<CrmStatisticsPerformanceRespVO> getPerformance(CrmStatisticsPerformanceReqVO performanceReqVO, Function<CrmStatisticsPerformanceReqVO,
List<CrmStatisticsPerformanceRespVO>> performanceFunction) {
// 1. 获得用户编号数组
final List<Long> userIds = getUserIds(performanceReqVO);
if (CollUtil.isEmpty(userIds)) {
return Collections.emptyList();
}
performanceReqVO.setUserIds(userIds);
// 2. 获得排行数据
List<CrmStatisticsPerformanceRespVO> performance = performanceFunction.apply(performanceReqVO);
if (CollUtil.isEmpty(performance)) {
return Collections.emptyList();
}
return performance;
}
/**
* 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
*
* @param reqVO 请求参数
* @return 用户编号数组
*/
private List<Long> getUserIds(CrmStatisticsPerformanceReqVO reqVO) {
// 情况一：选中某个用户
if (ObjUtil.isNotNull(reqVO.getUserId())) {
return List.of(reqVO.getUserId());
}
// 情况二：选中某个部门
// 2.1 获得部门列表
final Long deptId = reqVO.getDeptId();
List<Long> deptIds = convertList(deptApi.getChildDeptList(deptId), DeptRespDTO::getId);
deptIds.add(deptId);
// 2.2 获得用户编号
return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
}
}

46
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPortraitService.java Normal file
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@@ -0,0 +1,46 @@
package cn.iocoder.yudao.module.crm.service.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.*;
import java.util.List;
/**
* CRM 客户画像 Service 接口
*
* @author HUIHUI
*/
public interface CrmStatisticsPortraitService {
/**
* 获取客户地区统计数据
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticCustomerAreaRespVO> getCustomerSummaryByArea(CrmStatisticsPortraitReqVO reqVO);
/**
* 获取客户行业统计数据
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticCustomerIndustryRespVO> getCustomerSummaryByIndustry(CrmStatisticsPortraitReqVO reqVO);
/**
* 获取客户级别统计数据
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticCustomerLevelRespVO> getCustomerSummaryByLevel(CrmStatisticsPortraitReqVO reqVO);
/**
* 获取客户来源统计数据
*
* @param reqVO 请求参数
* @return 统计数据
*/
List<CrmStatisticCustomerSourceRespVO> getCustomerSummaryBySource(CrmStatisticsPortraitReqVO reqVO);
}

128
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPortraitServiceImpl.java Normal file
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@@ -0,0 +1,128 @@
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.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.portrait.*;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsPortraitMapper;
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 java.util.Collections;
import java.util.List;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
/**
* CRM 客户画像 Service 实现类
*
* @author HUIHUI
*/
@Service
public class CrmStatisticsPortraitServiceImpl implements CrmStatisticsPortraitService {
@Resource
private CrmStatisticsPortraitMapper portraitMapper;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Override
public List<CrmStatisticCustomerAreaRespVO> getCustomerSummaryByArea(CrmStatisticsPortraitReqVO 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<CrmStatisticCustomerAreaRespVO> list = portraitMapper.selectSummaryListGroupByAreaId(reqVO);
if (CollUtil.isEmpty(list)) {
return Collections.emptyList();
}
// 3. 拼接数据
List<Area> areaList = AreaUtils.getByType(AreaTypeEnum.PROVINCE, area -> area);
areaList.add(new Area().setId(null).setName("未知")); // TODO @puhui999：是不是 65 find 的逻辑改下；不用 findAndThen，直接从 areaMap 拿；拿到就设置，不拿到就设置 null 和 未知；这样，58 本行可以删除掉完事了；这样代码更简单和一致
Map<Integer, Area> areaMap = convertMap(areaList, Area::getId);
return convertList(list, item -> {
Integer parentId = AreaUtils.getParentIdByType(item.getAreaId(), AreaTypeEnum.PROVINCE);
if (parentId == null) { // 找不到，归到未知
return item.setAreaId(null).setAreaName("未知");
}
findAndThen(areaMap, parentId, area -> item.setAreaId(parentId).setAreaName(area.getName()));
return item;
});
}
@Override
public List<CrmStatisticCustomerIndustryRespVO> getCustomerSummaryByIndustry(CrmStatisticsPortraitReqVO 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. 获取客户行业统计数据
return portraitMapper.selectCustomerIndustryListGroupByIndustryId(reqVO);
}
@Override
public List<CrmStatisticCustomerSourceRespVO> getCustomerSummaryBySource(CrmStatisticsPortraitReqVO 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. 获取客户行业统计数据
return portraitMapper.selectCustomerSourceListGroupBySource(reqVO);
}
@Override
public List<CrmStatisticCustomerLevelRespVO> getCustomerSummaryByLevel(CrmStatisticsPortraitReqVO 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. 获取客户级别统计数据
return portraitMapper.selectCustomerLevelListGroupByLevel(reqVO);
}
/**
* 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
*
* @param reqVO 请求参数
* @return 用户编号数组
*/
private List<Long> getUserIds(CrmStatisticsPortraitReqVO reqVO) {
// 情况一：选中某个用户
if (ObjUtil.isNotNull(reqVO.getUserId())) {
return List.of(reqVO.getUserId());
}
// 情况二：选中某个部门
// 2.1 获得部门列表
List<Long> deptIds = convertList(deptApi.getChildDeptList(reqVO.getDeptId()), DeptRespDTO::getId);
deptIds.add(reqVO.getDeptId());
// 2.2 获得用户编号
return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
}
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsRankingService.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsRankService.java
View File

@@ -1,8 +1,8 @@
package cn.iocoder.yudao.module.crm.service.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRankReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankReqVO;
import java.util.List;
@@ -11,7 +11,7 @@ import java.util.List;
*
* @author anhaohao
*/
public interface CrmStatisticsRankingService {
public interface CrmStatisticsRankService {
/**
* 获得合同金额排行榜
@@ -19,7 +19,7 @@ public interface CrmStatisticsRankingService {
* @param rankReqVO 排行参数
* @return 合同金额排行榜
*/
List<CrmStatisticsRanKRespVO> getContractPriceRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> getContractPriceRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 获得回款金额排行榜
@@ -27,7 +27,7 @@ public interface CrmStatisticsRankingService {
* @param rankReqVO 排行参数
* @return 回款金额排行榜
*/
List<CrmStatisticsRanKRespVO> getReceivablePriceRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> getReceivablePriceRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 获得签约合同数量排行榜
@@ -35,7 +35,7 @@ public interface CrmStatisticsRankingService {
* @param rankReqVO 排行参数
* @return 签约合同数量排行榜
*/
List<CrmStatisticsRanKRespVO> getContractCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> getContractCountRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 获得产品销量排行榜
@@ -43,7 +43,7 @@ public interface CrmStatisticsRankingService {
* @param rankReqVO 排行参数
* @return 产品销量排行榜
*/
List<CrmStatisticsRanKRespVO> getProductSalesRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> getProductSalesRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 获得新增客户数排行榜
@@ -51,7 +51,7 @@ public interface CrmStatisticsRankingService {
* @param rankReqVO 排行参数
* @return 新增客户数排行榜
*/
List<CrmStatisticsRanKRespVO> getCustomerCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> getCustomerCountRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 获得联系人数量排行榜
@@ -59,7 +59,7 @@ public interface CrmStatisticsRankingService {
* @param rankReqVO 排行参数
* @return 联系人数量排行榜
*/
List<CrmStatisticsRanKRespVO> getContactsCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> getContactsCountRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 获得跟进次数排行榜
@@ -67,7 +67,7 @@ public interface CrmStatisticsRankingService {
* @param rankReqVO 排行参数
* @return 跟进次数排行榜
*/
List<CrmStatisticsRanKRespVO> getFollowCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> getFollowCountRank(CrmStatisticsRankReqVO rankReqVO);
/**
* 获得跟进客户数排行榜
@@ -75,6 +75,6 @@ public interface CrmStatisticsRankingService {
* @param rankReqVO 排行参数
* @return 跟进客户数排行榜
*/
List<CrmStatisticsRanKRespVO> getFollowCustomerCountRank(CrmStatisticsRankReqVO rankReqVO);
List<CrmStatisticsRankRespVO> getFollowCustomerCountRank(CrmStatisticsRankReqVO rankReqVO);
}

38
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsRankingServiceImpl.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsRankServiceImpl.java
View File

@@ -2,9 +2,9 @@ package cn.iocoder.yudao.module.crm.service.statistics;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRankReqVO;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsRankingMapper;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsRankMapper;
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;
@@ -29,10 +29,10 @@ import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.
*/
@Service
@Validated
public class CrmStatisticsRankingServiceImpl implements CrmStatisticsRankingService {
public class CrmStatisticsRankServiceImpl implements CrmStatisticsRankService {
@Resource
private CrmStatisticsRankingMapper rankMapper;
private CrmStatisticsRankMapper rankMapper;
@Resource
private AdminUserApi adminUserApi;
@@ -40,64 +40,64 @@ public class CrmStatisticsRankingServiceImpl implements CrmStatisticsRankingServ
private DeptApi deptApi;
@Override
public List<CrmStatisticsRanKRespVO> getContractPriceRank(CrmStatisticsRankReqVO rankReqVO) {
public List<CrmStatisticsRankRespVO> getContractPriceRank(CrmStatisticsRankReqVO rankReqVO) {
return getRank(rankReqVO, rankMapper::selectContractPriceRank);
}
@Override
public List<CrmStatisticsRanKRespVO> getReceivablePriceRank(CrmStatisticsRankReqVO rankReqVO) {
public List<CrmStatisticsRankRespVO> getReceivablePriceRank(CrmStatisticsRankReqVO rankReqVO) {
return getRank(rankReqVO, rankMapper::selectReceivablePriceRank);
}
@Override
public List<CrmStatisticsRanKRespVO> getContractCountRank(CrmStatisticsRankReqVO rankReqVO) {
public List<CrmStatisticsRankRespVO> getContractCountRank(CrmStatisticsRankReqVO rankReqVO) {
return getRank(rankReqVO, rankMapper::selectContractCountRank);
}
@Override
public List<CrmStatisticsRanKRespVO> getProductSalesRank(CrmStatisticsRankReqVO rankReqVO) {
public List<CrmStatisticsRankRespVO> getProductSalesRank(CrmStatisticsRankReqVO rankReqVO) {
return getRank(rankReqVO, rankMapper::selectProductSalesRank);
}
@Override
public List<CrmStatisticsRanKRespVO> getCustomerCountRank(CrmStatisticsRankReqVO rankReqVO) {
public List<CrmStatisticsRankRespVO> getCustomerCountRank(CrmStatisticsRankReqVO rankReqVO) {
return getRank(rankReqVO, rankMapper::selectCustomerCountRank);
}
@Override
public List<CrmStatisticsRanKRespVO> getContactsCountRank(CrmStatisticsRankReqVO rankReqVO) {
public List<CrmStatisticsRankRespVO> getContactsCountRank(CrmStatisticsRankReqVO rankReqVO) {
return getRank(rankReqVO, rankMapper::selectContactsCountRank);
}
@Override
public List<CrmStatisticsRanKRespVO> getFollowCountRank(CrmStatisticsRankReqVO rankReqVO) {
public List<CrmStatisticsRankRespVO> getFollowCountRank(CrmStatisticsRankReqVO rankReqVO) {
return getRank(rankReqVO, rankMapper::selectFollowCountRank);
}
@Override
public List<CrmStatisticsRanKRespVO> getFollowCustomerCountRank(CrmStatisticsRankReqVO rankReqVO) {
public List<CrmStatisticsRankRespVO> getFollowCustomerCountRank(CrmStatisticsRankReqVO rankReqVO) {
return getRank(rankReqVO, rankMapper::selectFollowCustomerCountRank);
}
/**
* 获得排行版数据
*
* @param rankReqVO 参数
* @param rankReqVO 参数
* @param rankFunction 排行榜方法
* @return 排行版数据
*/
private List<CrmStatisticsRanKRespVO> getRank(CrmStatisticsRankReqVO rankReqVO, Function<CrmStatisticsRankReqVO, List<CrmStatisticsRanKRespVO>> rankFunction) {
private List<CrmStatisticsRankRespVO> getRank(CrmStatisticsRankReqVO rankReqVO, Function<CrmStatisticsRankReqVO, List<CrmStatisticsRankRespVO>> rankFunction) {
// 1. 获得用户编号数组
rankReqVO.setUserIds(getUserIds(rankReqVO.getDeptId()));
if (CollUtil.isEmpty(rankReqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 获得排行数据
List<CrmStatisticsRanKRespVO> ranks = rankFunction.apply(rankReqVO);
List<CrmStatisticsRankRespVO> ranks = rankFunction.apply(rankReqVO);
if (CollUtil.isEmpty(ranks)) {
return Collections.emptyList();
}
ranks.sort(Comparator.comparing(CrmStatisticsRanKRespVO::getCount).reversed());
ranks.sort(Comparator.comparing(CrmStatisticsRankRespVO::getCount).reversed());
// 3. 拼接用户信息
appendUserInfo(ranks);
return ranks;
@@ -108,8 +108,8 @@ public class CrmStatisticsRankingServiceImpl implements CrmStatisticsRankingServ
*
* @param ranks 排行榜数据
*/
private void appendUserInfo(List<CrmStatisticsRanKRespVO> ranks) {
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertSet(ranks, CrmStatisticsRanKRespVO::getOwnerUserId));
private void appendUserInfo(List<CrmStatisticsRankRespVO> ranks) {
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertSet(ranks, CrmStatisticsRankRespVO::getOwnerUserId));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
ranks.forEach(rank -> MapUtils.findAndThen(userMap, rank.getOwnerUserId(), user -> {
rank.setNickname(user.getNickname());

224
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml Normal file
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@@ -0,0 +1,224 @@
<?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="selectCustomerCreateCountGroupByDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByDateRespVO">
SELECT DATE_FORMAT(create_time, '%Y-%m-%d') AS time,
COUNT(*) AS customerCreateCount
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 time
</select>
<!-- 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
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
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}
GROUP BY time
</select>
<select id="selectCustomerCreateCountGroupByUser"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByUserRespVO">
SELECT owner_user_id,
COUNT(*) AS customer_create_count
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 owner_user_id
</select>
<select id="selectCustomerDealCountGroupByUser"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByUserRespVO">
SELECT customer.owner_user_id,
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
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}
GROUP BY customer.owner_user_id
</select>
<select id="selectContractPriceGroupByUser"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByUserRespVO">
SELECT owner_user_id,
IFNULL(SUM(total_price), 0) AS contract_price
FROM crm_contract
WHERE deleted = 0
AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<select id="selectReceivablePriceGroupByUser"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerSummaryByUserRespVO">
SELECT owner_user_id,
IFNULL(SUM(price), 0) AS receivable_price
FROM crm_receivable
WHERE deleted = 0
AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND return_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<select id="selectFollowUpRecordCountGroupByDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsFollowUpSummaryByDateRespVO">
SELECT DATE_FORMAT(create_time, '%Y-%m-%d') AS time,
COUNT(*) AS follow_up_record_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 = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
GROUP BY time
</select>
<select id="selectFollowUpCustomerCountGroupByDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsFollowUpSummaryByDateRespVO">
SELECT DATE_FORMAT(create_time, '%Y-%m-%d') AS time,
COUNT(DISTINCT biz_id) AS follow_up_customer_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 = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
GROUP BY time
</select>
<select id="selectFollowUpRecordCountGroupByUser"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsFollowUpSummaryByUserRespVO">
SELECT creator as owner_user_id,
COUNT(*) AS follow_up_record_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 = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
GROUP BY creator
</select>
<select id="selectFollowUpCustomerCountGroupByUser"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsFollowUpSummaryByUserRespVO">
SELECT
creator as owner_user_id,
COUNT(DISTINCT biz_id) AS follow_up_customer_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 = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
GROUP BY creator
</select>
<select id="selectFollowUpRecordCountGroupByType"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsFollowUpSummaryByTypeRespVO">
SELECT type AS follow_up_type,
COUNT(*) AS follow_up_record_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 = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
GROUP BY follow_up_type
</select>
<select id="selectContractSummary"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerContractSummaryRespVO">
SELECT customer.name AS customer_name,
customer.industry_id,
customer.source,
customer.owner_user_id,
customer.creator,
customer.create_time,
contract.name AS contract_name,
contract.total_price,
contract.order_date,
IFNULL(receivable.price, 0) AS receivable_price
FROM crm_customer AS customer
INNER JOIN crm_contract AS contract ON customer.id = contract.customer_id
LEFT JOIN crm_receivable AS receivable ON contract.id = receivable.contract_id
WHERE customer.deleted = 0 AND contract.deleted = 0 AND receivable.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}
</select>
<!-- TIMESTAMPDIFF 用于求差值；AVG 求平均；TRUNCATE 去掉小数点、只保留整数 -->
<select id="selectCustomerDealCycleGroupByDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByDateRespVO">
SELECT DATE_FORMAT(contract.order_date, '%Y-%m-%d') AS time,
IFNULL(TRUNCATE(AVG(TIMESTAMPDIFF(DAY, customer.create_time, contract.order_date)), 1), 0) AS customer_deal_cycle
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
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 time
</select>
<select id="selectCustomerDealCycleGroupByUser"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByUserRespVO">
SELECT customer.owner_user_id,
IFNULL(TRUNCATE(AVG(TIMESTAMPDIFF(DAY, customer.create_time, contract.order_date)), 1), 0) AS customer_deal_cycle
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
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.owner_user_id
</select>
</mapper>

152
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsPerformanceMapper.xml Normal file
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@@ -0,0 +1,152 @@
<?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.CrmStatisticsPerformanceMapper">
<select id="selectContractCountPerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO">
SELECT
t.time as time,
COALESCE(t.currentMonthCount,0) as currentMonthCount,
COALESCE(y.lastMonthCount,0) as lastMonthCount,
COALESCE(z.lastYearCount,0) as lastYearCount
FROM
(SELECT
COUNT(1) AS currentMonthCount,
DATE_FORMAT(order_date, '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
GROUP BY time)t
LEFT JOIN
(SELECT
COUNT(1) AS lastMonthCount,
DATE_FORMAT(DATE_ADD(order_date,INTERVAL 1 MONTH), '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND (DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
or DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1)
GROUP BY time)y ON t.time = y.time
LEFT JOIN
(SELECT
COUNT(1) AS lastYearCount,
DATE_FORMAT(DATE_ADD(order_date,INTERVAL 1 YEAR), '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1
GROUP BY time)z ON t.time = z.time
</select>
<select id="selectContractPricePerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO">
SELECT
t.time as time,
COALESCE(t.currentMonthCount,0) as currentMonthCount,
COALESCE(y.lastMonthCount,0) as lastMonthCount,
COALESCE(z.lastYearCount,0) as lastYearCount
FROM
(SELECT
IFNULL(SUM(total_price), 0) AS currentMonthCount,
DATE_FORMAT(order_date, '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
GROUP BY time)t
LEFT JOIN
(SELECT
IFNULL(SUM(total_price), 0) AS lastMonthCount,
DATE_FORMAT(DATE_ADD(order_date,INTERVAL 1 MONTH), '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND (DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
or DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1)
GROUP BY time)y ON t.time = y.time
LEFT JOIN
(SELECT
IFNULL(SUM(total_price), 0) AS lastYearCount,
DATE_FORMAT(DATE_ADD(order_date,INTERVAL 1 YEAR), '%Y-%m') AS time
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(order_date, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1
GROUP BY time)z ON t.time = z.time
</select>
<select id="selectReceivablePricePerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO">
SELECT
t.time as time,
COALESCE(t.currentMonthCount,0) as currentMonthCount,
COALESCE(y.lastMonthCount,0) as lastMonthCount,
COALESCE(z.lastYearCount,0) as lastYearCount
FROM
(SELECT
IFNULL(SUM(price), 0) AS currentMonthCount,
DATE_FORMAT(return_time, '%Y-%m') AS time
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(return_time, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
GROUP BY time)t
LEFT JOIN
(SELECT
IFNULL(SUM(price), 0) AS lastMonthCount,
DATE_FORMAT(DATE_ADD(return_time,INTERVAL 1 MONTH), '%Y-%m') AS time
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND (DATE_FORMAT(return_time, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')
or DATE_FORMAT(return_time, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1)
GROUP BY time)y ON t.time = y.time
LEFT JOIN
(SELECT
IFNULL(SUM(price), 0) AS lastYearCount,
DATE_FORMAT(DATE_ADD(return_time,INTERVAL 1 YEAR), '%Y-%m') AS time
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND DATE_FORMAT(return_time, '%Y') = DATE_FORMAT(#{times[0],javaType=java.time.LocalDateTime},'%Y')-1
GROUP BY time)z ON t.time = z.time
</select>
</mapper>

61
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsPortraitMapper.xml Normal file
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@@ -0,0 +1,61 @@
<?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.CrmStatisticsPortraitMapper">
<select id="selectSummaryListGroupByAreaId"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.CrmStatisticCustomerAreaRespVO">
SELECT area_id, COUNT(*) AS customerCount, SUM(deal_status) AS dealCount
FROM crm_customer
WHERE deleted = 0 AND area_id IS NOT NULL
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 area_id
</select>
<select id="selectCustomerIndustryListGroupByIndustryId"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.CrmStatisticCustomerIndustryRespVO">
SELECT industry_id, COUNT(*) AS customerCount, SUM(deal_status) AS dealCount
FROM crm_customer
WHERE deleted = 0 AND industry_id IS NOT NULL
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 industry_id
</select>
<select id="selectCustomerSourceListGroupBySource"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.CrmStatisticCustomerSourceRespVO">
SELECT source, COUNT(*) AS customerCount, SUM(deal_status) AS dealCount
FROM crm_customer
WHERE deleted = 0 AND source IS NOT NULL
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 source
</select>
<select id="selectCustomerLevelListGroupByLevel"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.portrait.CrmStatisticCustomerLevelRespVO">
SELECT level, COUNT(*) AS customerCount, SUM(deal_status) AS dealCount
FROM crm_customer
WHERE deleted = 0 AND level IS NOT NULL
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 level
</select>
</mapper>

110
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/bi/CrmBiRankingMapper.xml → yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsRankMapper.xml
View File

@@ -1,125 +1,117 @@
<?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.CrmStatisticsRankingMapper">
<mapper namespace="cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsRankMapper">
<select id="selectContractPriceRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO">
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO">
SELECT IFNULL(SUM(total_price), 0) AS count, owner_user_id
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
and owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<select id="selectReceivablePriceRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO">
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO">
SELECT IFNULL(SUM(price), 0) AS count, owner_user_id
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND return_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND return_time between #{times[0],javaType=java.time.LocalDateTime} and #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<select id="selectContractCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO">
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO">
SELECT COUNT(1) AS count, owner_user_id
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<!-- TODO 待定 这里是否需要关联 crm_contract_product 表，计算销售额 -->
<select id="selectProductSalesRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO">
SELECT COUNT(1) AS count, owner_user_id
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO">
SELECT COUNT(product.count) AS count, contract.owner_user_id
FROM crm_contract_product product
INNER JOIN crm_contract contract ON product.contract_id = contract.id
WHERE contract.deleted = 0 AND contract.deleted = 0
AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND contract.owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND contract.order_date between #{times[0],javaType=java.time.LocalDateTime} and #{times[1],javaType=java.time.LocalDateTime}
GROUP BY contract.owner_user_id
</select>
<select id="selectCustomerCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO">
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO">
SELECT COUNT(1) AS count, owner_user_id
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}
<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 owner_user_id
</select>
<select id="selectContactsCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO">
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO">
SELECT COUNT(1) AS count, owner_user_id
FROM crm_contact
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}
<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 owner_user_id
</select>
<select id="selectFollowCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO">
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO">
SELECT COUNT(1) AS count, cc.owner_user_id
FROM crm_follow_up_record AS cfur
LEFT JOIN crm_contact AS cc ON FIND_IN_SET(cc.id, cfur.contact_ids)
WHERE cfur.deleted = 0
AND cc.deleted = 0
AND cc.owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and #{times[1],javaType=java.time.LocalDateTime}
GROUP BY cc.owner_user_id
</select>
<select id="selectFollowCustomerCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO">
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.rank.CrmStatisticsRankRespVO">
SELECT COUNT(DISTINCT cc.id) AS count, cc.owner_user_id
FROM crm_follow_up_record AS cfur
LEFT JOIN crm_contact AS cc ON FIND_IN_SET(cc.id, cfur.contact_ids)
WHERE cfur.deleted = 0
AND cc.deleted = 0
AND cc.owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and #{times[1],javaType=java.time.LocalDateTime}
GROUP BY cc.owner_user_id
</select>