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feat: 客户成交周期分析(按区域、按产品)

dhb52 před 11 měsíci
rodič
revize
d9407ab40a

+ 10 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.http

@@ -53,3 +53,13 @@ tenant-id: {{adminTenentId}}
 GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-user?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
 Authorization: Bearer {{token}}
 tenant-id: {{adminTenentId}}
+
+### 6.3 获取客户成交周期(按区域)
+GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-area?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
+Authorization: Bearer {{token}}
+tenant-id: {{adminTenentId}}
+
+### 6.4 获取客户成交周期(按产品)
+GET {{baseUrl}}/crm/statistics-customer/get-customer-deal-cycle-by-product?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
+Authorization: Bearer {{token}}
+tenant-id: {{adminTenentId}}

+ 13 - 1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.java

@@ -96,6 +96,18 @@ public class CrmStatisticsCustomerController {
         return success(customerService.getCustomerDealCycleByUser(reqVO));
     }
 
-    // TODO dhb52:【成交周期分析】里,有按照员工(已实现)、地区(未实现)、产品(未实现),需要在看看哈;可以把 CustomerDealCycle 拆成 3 个 tab,员工客户成交周期分析、地区客户成交周期分析、产品客户成交周期分析;
+    @GetMapping("/get-customer-deal-cycle-by-area")
+    @Operation(summary = "获取客户成交周期(按用户)")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticsCustomerDealCycleByAreaRespVO>> getCustomerDealCycleByArea(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getCustomerDealCycleByArea(reqVO));
+    }
+
+    @GetMapping("/get-customer-deal-cycle-by-product")
+    @Operation(summary = "获取客户成交周期(按用户)")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticsCustomerDealCycleByProductRespVO>> getCustomerDealCycleByProduct(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getCustomerDealCycleByProduct(reqVO));
+    }
 
 }

+ 24 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerDealCycleByAreaRespVO.java

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

+ 19 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerDealCycleByProductRespVO.java

@@ -0,0 +1,19 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Schema(description = "管理后台 - CRM 客户成交周期分析(按产品) VO")
+@Data
+public class CrmStatisticsCustomerDealCycleByProductRespVO {
+
+    @Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "演示产品")
+    private String productName;
+
+    @Schema(description = "成交周期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1.0")
+    private Double customerDealCycle;
+
+    @Schema(description = "成交客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer customerDealCount;
+
+}

+ 17 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsCustomerMapper.java

@@ -53,6 +53,7 @@ public interface CrmStatisticsCustomerMapper {
 
     /**
      * 合同总金额(按用户)
+     *
      * @return 统计数据@return 统计数据@param reqVO 请求参数
      * @return 统计数据
      */
@@ -191,4 +192,20 @@ public interface CrmStatisticsCustomerMapper {
      */
     List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupByUser(CrmStatisticsCustomerReqVO reqVO);
 
+    /**
+     * 客户成交周期(按区域)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsCustomerDealCycleByAreaRespVO> selectCustomerDealCycleGroupByAreaId(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 客户成交周期(按产品)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsCustomerDealCycleByProductRespVO> selectCustomerDealCycleGroupByProductId(CrmStatisticsCustomerReqVO reqVO);
+
 }

+ 17 - 1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.java

@@ -77,7 +77,7 @@ public interface CrmStatisticsCustomerService {
 
     /**
      * 客户成交周期(按日期)
-     *
+     * <p>
      * 成交周期的定义:客户 customer 在创建出来,到合同 contract 第一次成交的时间差
      *
      * @param reqVO 请求参数
@@ -93,4 +93,20 @@ public interface CrmStatisticsCustomerService {
      */
     List<CrmStatisticsCustomerDealCycleByUserRespVO> getCustomerDealCycleByUser(CrmStatisticsCustomerReqVO reqVO);
 
+    /**
+     * 客户成交周期(按区域)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsCustomerDealCycleByAreaRespVO> getCustomerDealCycleByArea(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 客户成交周期(按产品)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsCustomerDealCycleByProductRespVO> getCustomerDealCycleByProduct(CrmStatisticsCustomerReqVO reqVO);
+
 }

+ 49 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.java

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

+ 46 - 6
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml

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