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CRM：code review【客户统计】的代码实现

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YunaiV
2024-03-30 11:00:15 +08:00
parent 90f82b157d
commit a8bec19196
5 changed files with 51 additions and 47 deletions
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6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.java
View File

@@ -61,8 +61,10 @@ public class CrmStatisticsCustomerController {
return success(customerService.getFollowUpSummaryByType(reqVO)); return success(customerService.getFollowUpSummaryByType(reqVO));
} }
// TODO @dhb52：【客户转化率】里，应该少了一个接口，给上面图标的；
@GetMapping("/get-contract-summary") @GetMapping("/get-contract-summary")
@Operation(summary = "获取合同摘要信息(客户转化率页面)") @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')") @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
public CommonResult<List<CrmStatisticsCustomerContractSummaryRespVO>> getContractSummary(@Valid CrmStatisticsCustomerReqVO reqVO) { public CommonResult<List<CrmStatisticsCustomerContractSummaryRespVO>> getContractSummary(@Valid CrmStatisticsCustomerReqVO reqVO) {
return success(customerService.getContractSummary(reqVO)); return success(customerService.getContractSummary(reqVO));
@@ -82,4 +84,6 @@ public class CrmStatisticsCustomerController {
return success(customerService.getCustomerDealCycleByUser(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；
} }

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsCustomerMapper.java
View File

@@ -39,6 +39,6 @@ public interface CrmStatisticsCustomerMapper {
List<CrmStatisticsCustomerDealCycleByDateRespVO> selectCustomerDealCycleGroupByDate(CrmStatisticsCustomerReqVO reqVO); List<CrmStatisticsCustomerDealCycleByDateRespVO> selectCustomerDealCycleGroupByDate(CrmStatisticsCustomerReqVO reqVO);
List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupByUser(CrmStatisticsCustomerReqVO reqVO); // TODO List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupByUser(CrmStatisticsCustomerReqVO reqVO);
} }

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

@@ -52,16 +52,18 @@ public interface CrmStatisticsCustomerService {
List<CrmStatisticsFollowUpSummaryByTypeRespVO> getFollowUpSummaryByType(CrmStatisticsCustomerReqVO reqVO); List<CrmStatisticsFollowUpSummaryByTypeRespVO> getFollowUpSummaryByType(CrmStatisticsCustomerReqVO reqVO);
/** /**
* 获取合同摘要信息(客户转化率页面) * 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 * @param reqVO 请求参数
* @return 合同摘要列表 * @return 客户的首次合同、回款信息列表
*/ */
List<CrmStatisticsCustomerContractSummaryRespVO> getContractSummary(CrmStatisticsCustomerReqVO reqVO); List<CrmStatisticsCustomerContractSummaryRespVO> getContractSummary(CrmStatisticsCustomerReqVO reqVO);
/** /**
* 客户成交周期(按日期) * 客户成交周期(按日期)
* *
* 成交的定义：客户 customer 在创建出来，到合同 contract 第一次成交的时间差
*
* @param reqVO 请求参数 * @param reqVO 请求参数
* @return 统计数据 * @return 统计数据
*/ */

30
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml
View File

@@ -24,7 +24,7 @@
COUNT( DISTINCT customer_id ) AS customerDealCount COUNT( DISTINCT customer_id ) AS customerDealCount
FROM crm_contract FROM crm_contract
WHERE deleted = 0 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 AND owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
@@ -56,7 +56,7 @@
FROM crm_customer AS customer FROM crm_customer AS customer
LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id
WHERE customer.deleted = 0 AND contract.deleted = 0 WHERE customer.deleted = 0 AND contract.deleted = 0
AND contract.audit_status = 20 AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND customer.owner_user_id IN AND customer.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
@@ -72,7 +72,7 @@
IFNULL(SUM(total_price), 0) AS contract_price IFNULL(SUM(total_price), 0) AS contract_price
FROM crm_contract FROM crm_contract
WHERE deleted = 0 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 AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
@@ -88,7 +88,7 @@
IFNULL(SUM(price), 0) AS receivable_price IFNULL(SUM(price), 0) AS receivable_price
FROM crm_receivable FROM crm_receivable
WHERE deleted = 0 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 AND owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
@@ -175,28 +175,24 @@
<select id="selectContractSummary" <select id="selectContractSummary"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerContractSummaryRespVO"> resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerContractSummaryRespVO">
SELECT SELECT
customer.name AS customer_name, customer.name AS customer_name, customer.industry_id, customer.source, customer.owner_user_id, customer.creator,
contract.name AS contract_name,
contract.total_price,
IFNULL( receivable.price, 0 ) AS receivable_price,
customer.industry_id,
customer.source,
customer.owner_user_id,
customer.creator,
customer.create_time, customer.create_time,
contract.order_date contract.name AS contract_name, contract.total_price, contract.order_date,
IFNULL( receivable.price, 0 ) AS receivable_price
FROM crm_customer AS customer FROM crm_customer AS customer
INNER JOIN crm_contract AS contract ON customer.id = contract.customer_id INNER JOIN crm_contract AS contract ON customer.id = contract.customer_id
LEFT JOIN crm_receivable AS receivable ON contract.id = receivable.contract_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 WHERE customer.deleted = 0 AND contract.deleted = 0 AND receivable.deleted = 0
AND contract.audit_status = 20 AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND customer.owner_user_id IN AND customer.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
<!-- TODO @dhb52：应该是客户的创建时间；因为它的定位，是知道这个时间范围内创建的客户，是否下合同了（转化）； -->
AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime} AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
</select> </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" <select id="selectCustomerDealCycleGroupByDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByDateRespVO"> resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerDealCycleByDateRespVO">
SELECT SELECT
@@ -205,11 +201,12 @@
FROM crm_customer AS customer FROM crm_customer AS customer
LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id
WHERE customer.deleted = 0 AND contract.deleted = 0 WHERE customer.deleted = 0 AND contract.deleted = 0
AND contract.audit_status = 20 AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND customer.owner_user_id IN AND customer.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
<!-- TODO @dhb52：应该是客户的创建时间； -->
AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime} AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
GROUP BY time GROUP BY time
</select> </select>
@@ -222,11 +219,12 @@
FROM crm_customer AS customer FROM crm_customer AS customer
LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id LEFT JOIN crm_contract AS contract ON contract.customer_id = customer.id
WHERE customer.deleted = 0 AND contract.deleted = 0 WHERE customer.deleted = 0 AND contract.deleted = 0
AND contract.audit_status = 20 AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
AND customer.owner_user_id IN AND customer.owner_user_id IN
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
<!-- TODO @dhb52：应该是客户的创建时间； -->
AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime} AND contract.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
GROUP BY customer.owner_user_id GROUP BY customer.owner_user_id
</select> </select>

54
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsRankMapper.xml
View File

@@ -7,11 +7,11 @@
SELECT IFNULL(SUM(total_price), 0) AS count, owner_user_id SELECT IFNULL(SUM(total_price), 0) AS count, owner_user_id
FROM crm_contract FROM crm_contract
WHERE deleted = 0 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 and owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime} #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id GROUP BY owner_user_id
@@ -22,11 +22,11 @@
SELECT IFNULL(SUM(price), 0) AS count, owner_user_id SELECT IFNULL(SUM(price), 0) AS count, owner_user_id
FROM crm_receivable FROM crm_receivable
WHERE deleted = 0 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 AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
AND return_time between #{times[0],javaType=java.time.LocalDateTime} and AND return_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime} #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id GROUP BY owner_user_id
@@ -37,11 +37,11 @@
SELECT COUNT(1) AS count, owner_user_id SELECT COUNT(1) AS count, owner_user_id
FROM crm_contract FROM crm_contract
WHERE deleted = 0 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 AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime} #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id GROUP BY owner_user_id
@@ -55,9 +55,9 @@
WHERE deleted = 0 WHERE deleted = 0
AND audit_status = 20 AND audit_status = 20
AND owner_user_id in AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime} #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id GROUP BY owner_user_id
@@ -69,9 +69,9 @@
FROM crm_customer FROM crm_customer
WHERE deleted = 0 WHERE deleted = 0
AND owner_user_id in AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
AND create_time between #{times[0],javaType=java.time.LocalDateTime} and AND create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime} #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id GROUP BY owner_user_id
@@ -83,9 +83,9 @@
FROM crm_contact FROM crm_contact
WHERE deleted = 0 WHERE deleted = 0
AND owner_user_id in AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
AND create_time between #{times[0],javaType=java.time.LocalDateTime} and AND create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime} #{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id GROUP BY owner_user_id
@@ -99,9 +99,9 @@
WHERE cfur.deleted = 0 WHERE cfur.deleted = 0
AND cc.deleted = 0 AND cc.deleted = 0
AND cc.owner_user_id in AND cc.owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime} #{times[1],javaType=java.time.LocalDateTime}
GROUP BY cc.owner_user_id GROUP BY cc.owner_user_id
@@ -115,9 +115,9 @@
WHERE cfur.deleted = 0 WHERE cfur.deleted = 0
AND cc.deleted = 0 AND cc.deleted = 0
AND cc.owner_user_id in AND cc.owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=","> <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId} #{userId}
</foreach> </foreach>
AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime} #{times[1],javaType=java.time.LocalDateTime}
GROUP BY cc.owner_user_id GROUP BY cc.owner_user_id