CRM: 新增商机赢单转化率分析

2025-10-31 10:18:42 +08:00 · 2024-04-15 16:40:36 +08:00
parent 5cf34c2ba7
commit c573585e75
7 changed files with 87 additions and 15 deletions
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java
@@ -5,10 +5,7 @@ import cn.iocoder.yudao.framework.common.pojo.CommonResult;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.business.CrmBusinessController;
 import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByEndStatusRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelSummaryRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.*;
 import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
 import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsFunnelService;
 import io.swagger.v3.oas.annotations.Operation;
@@ -55,6 +52,13 @@ public class CrmStatisticsFunnelController {
        return success(funnelService.getBusinessSummaryByDate(reqVO));
    }

+    @GetMapping("/get-business-inversion-rate-summary-by-date")
+    @Operation(summary = "获取商机转化率分析(按日期)", description = "用于【销售漏斗】页面")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')")
+    public CommonResult<List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO>> getBusinessInversionRateSummaryByDate(@Valid CrmStatisticsFunnelReqVO reqVO) {
+        return success(funnelService.getBusinessInversionRateSummaryByDate(reqVO));
+    }
+
    @GetMapping("/get-business-page-by-date")
    @Operation(summary = "获得商机分页(按日期)", description = "用于【销售漏斗】页面的【新增商机分析】")
    @PreAuthorize("@ss.hasPermission('crm:business:query')")
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessInversionRateSummaryByDateRespVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessInversionRateSummaryByDateRespVO.java
@@ -0,0 +1,21 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+@Schema(description = "管理后台 - CRM 商机转化率分析(按日期) VO")
+@Data
+public class CrmStatisticsBusinessInversionRateSummaryByDateRespVO {
+
+    @Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
+    private String time;
+
+    @Schema(description = "商机数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Long businessCount;
+
+    @Schema(description = "赢单商机数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Long businessWinCount;
+
+}
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java
@@ -13,7 +13,7 @@ public class CrmStatisticsBusinessSummaryByDateRespVO {
    private String time;

    @Schema(description = "新增商机数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
-    private Integer businessCreateCount;
+    private Long businessCreateCount;

    @Schema(description = "新增商机金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
    private BigDecimal totalPrice;
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java
@@ -1,5 +1,6 @@
 package cn.iocoder.yudao.module.crm.dal.mysql.statistics;

+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessInversionRateSummaryByDateRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByEndStatusRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
@@ -24,4 +25,6 @@ public interface CrmStatisticsFunnelMapper {

    List<CrmStatisticsBusinessSummaryByDateRespVO> selectBusinessSummaryGroupByDate(CrmStatisticsFunnelReqVO reqVO);

+    List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> selectBusinessInversionRateSummaryByDate(CrmStatisticsFunnelReqVO reqVO);
+
 }
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java
@@ -1,10 +1,7 @@
 package cn.iocoder.yudao.module.crm.service.statistics;

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

 import java.util.List;
@@ -40,6 +37,14 @@ public interface CrmStatisticsFunnelService {
     */
    List<CrmStatisticsBusinessSummaryByDateRespVO> getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO);

+    /**
+     * 获得商机转化率分析(按日期)
+     *
+     * @param reqVO 请求
+     * @return 商机转化率分析
+     */
+    List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> getBusinessInversionRateSummaryByDate(CrmStatisticsFunnelReqVO reqVO);
+
    /**
     * 获得商机分页(按日期)
     *
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java
@@ -4,10 +4,7 @@ import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.util.ObjUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelSummaryRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByEndStatusRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.*;
 import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper;
 import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum;
@@ -85,9 +82,9 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic
        // 3. 按照日期间隔，合并数据
        List<LocalDateTime[]> timeRanges = LocalDateTimeUtils.getDateRangeList(reqVO.getTimes()[0], reqVO.getTimes()[1], reqVO.getInterval());
        return convertList(timeRanges, times -> {
-            Integer businessCreateCount = businessSummaryList.stream()
+            Long businessCreateCount = businessSummaryList.stream()
                    .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
-                    .mapToInt(CrmStatisticsBusinessSummaryByDateRespVO::getBusinessCreateCount).sum();
+                    .mapToLong(CrmStatisticsBusinessSummaryByDateRespVO::getBusinessCreateCount).sum();
            BigDecimal businessDealCount = businessSummaryList.stream()
                    .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
                    .map(CrmStatisticsBusinessSummaryByDateRespVO::getTotalPrice)
@@ -98,6 +95,31 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic
        });
    }

+    @Override
+    public List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> getBusinessInversionRateSummaryByDate(CrmStatisticsFunnelReqVO reqVO) {
+        // 1. 获得用户编号数组
+        reqVO.setUserIds(getUserIds(reqVO));
+        if (CollUtil.isEmpty(reqVO.getUserIds())) {
+            return Collections.emptyList();
+        }
+
+        // 2. 按天统计，获取分项统计数据
+        List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> businessSummaryList = funnelMapper.selectBusinessInversionRateSummaryByDate(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 -> {
+            Long businessCount = businessSummaryList.stream()
+                    .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
+                    .mapToLong(CrmStatisticsBusinessInversionRateSummaryByDateRespVO::getBusinessCount).sum();
+            Long businessWinCount = businessSummaryList.stream()
+                    .filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
+                    .mapToLong(CrmStatisticsBusinessInversionRateSummaryByDateRespVO::getBusinessWinCount).sum();
+            return new CrmStatisticsBusinessInversionRateSummaryByDateRespVO()
+                    .setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval()))
+                    .setBusinessCount(businessCount).setBusinessWinCount(businessWinCount);
+        });
+    }
+
    @Override
    public PageResult<CrmBusinessDO> getBusinessPageByDate(CrmStatisticsFunnelReqVO pageVO) {
        // 1. 获得用户编号数组
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml
@@ -60,4 +60,21 @@
        GROUP BY time
    </select>

+    <select id="selectBusinessInversionRateSummaryByDate"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessInversionRateSummaryByDateRespVO">
+        SELECT
+        DATE_FORMAT(create_time, '%Y-%m-%d') AS time,
+        COUNT(*) AS businessCount,
+        SUM(IF(end_status = 1, 1, 0)) AS businessWinCount
+        FROM crm_business
+        WHERE deleted = 0
+        AND owner_user_id IN
+        <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+            #{userId}
+        </foreach>
+        AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
+        #{times[1],javaType=java.time.LocalDateTime}
+        GROUP BY time
+    </select>
+
 </mapper>