Quellcode durchsuchen

feat: CRM/数据统计/员工客户分析/客户跟进次数分析

dhb52 vor 1 Jahr
Ursprung
Commit
fbb624d826

+ 20 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.http

@@ -16,4 +16,24 @@ tenant-id: {{adminTenentId}}
 ### 成交客户总量分析(按月)
 GET {{baseUrl}}/crm/statistics-customer/get-deal-total-customer-count?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
 Authorization: Bearer {{token}}
+tenant-id: {{adminTenentId}}
+
+### 获取客户跟进次数(按日)
+GET {{baseUrl}}/crm/statistics-customer/get-record-count?deptId=100&times[0]=2024-12-01 00:00:00&times[1]=2024-12-12 23:59:59
+Authorization: Bearer {{token}}
+tenant-id: {{adminTenentId}}
+
+### 获取客户跟进次数(按月)
+GET {{baseUrl}}/crm/statistics-customer/get-record-count?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
+Authorization: Bearer {{token}}
+tenant-id: {{adminTenentId}}
+
+### 获取已跟进客户数(按日)
+GET {{baseUrl}}/crm/statistics-customer/get-distinct-record-count?deptId=100&times[0]=2024-12-01 00:00:00&times[1]=2024-12-12 23:59:59
+Authorization: Bearer {{token}}
+tenant-id: {{adminTenentId}}
+
+### 获取已跟进客户数(按月)
+GET {{baseUrl}}/crm/statistics-customer/get-distinct-record-count?deptId=100&times[0]=2023-01-01 00:00:00&times[1]=2024-12-12 23:59:59
+Authorization: Bearer {{token}}
 tenant-id: {{adminTenentId}}

+ 14 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsCustomerController.java

@@ -41,4 +41,18 @@ public class CrmStatisticsCustomerController {
         return success(customerService.getDealTotalCustomerCount(reqVO));
     }
 
+    @GetMapping("/get-record-count")
+    @Operation(summary = "获取客户跟进次数")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticsCustomerCountVO>> getRecordCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getRecordCount(reqVO));
+    }
+
+    @GetMapping("/get-distinct-record-count")
+    @Operation(summary = "获取已跟进客户数")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticsCustomerCountVO>> getDistinctRecordCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getDistinctRecordCount(reqVO));
+    }
+
 }

+ 7 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerReqVO.java

@@ -1,5 +1,6 @@
 package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
 
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 import io.swagger.v3.oas.annotations.media.Schema;
 import jakarta.validation.constraints.NotEmpty;
 import jakarta.validation.constraints.NotNull;
@@ -44,4 +45,10 @@ public class CrmStatisticsCustomerReqVO {
     @Schema(description = "Group By 日期格式", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "%Y%m")
     private String sqlDateFormat;
 
+    /**
+     * 数据类型 {@link CrmBizTypeEnum}
+     */
+    @Schema(description = "数据类型", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "2")
+    private Integer bizType;
+
 }

+ 4 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsCustomerMapper.java

@@ -18,4 +18,8 @@ public interface CrmStatisticsCustomerMapper {
 
     List<CrmStatisticsCustomerCountVO> selectDealCustomerCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
 
+    List<CrmStatisticsCustomerCountVO> selectRecordCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
+
+    List<CrmStatisticsCustomerCountVO> selectDistinctRecordCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
+
 }

+ 18 - 1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerService.java

@@ -1,7 +1,7 @@
 package cn.iocoder.yudao.module.crm.service.statistics;
 
-import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
 
 import java.util.List;
 
@@ -28,4 +28,21 @@ public interface CrmStatisticsCustomerService {
      */
     List<CrmStatisticsCustomerCountVO> getDealTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO);
 
+
+    /**
+     * 获取客户跟进次数
+     *
+     * @param reqVO 请求参数
+     * @return 客户跟进次数
+     */
+    List<CrmStatisticsCustomerCountVO> getRecordCount(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 获取已跟进客户数
+     *
+     * @param reqVO 请求参数
+     * @return 已跟进客户数
+     */
+    List<CrmStatisticsCustomerCountVO> getDistinctRecordCount(CrmStatisticsCustomerReqVO reqVO);
+
 }

+ 13 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsCustomerServiceImpl.java

@@ -6,6 +6,7 @@ import cn.hutool.core.util.ObjUtil;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO;
 import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsCustomerMapper;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 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;
@@ -49,6 +50,18 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
         return getStat(reqVO, customerMapper::selectDealCustomerCountGroupbyDate);
     }
 
+    @Override
+    public List<CrmStatisticsCustomerCountVO> getRecordCount(CrmStatisticsCustomerReqVO reqVO) {
+        reqVO.setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType());
+        return getStat(reqVO, customerMapper::selectRecordCountGroupbyDate);
+    }
+
+    @Override
+    public List<CrmStatisticsCustomerCountVO> getDistinctRecordCount(CrmStatisticsCustomerReqVO reqVO) {
+        reqVO.setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType());
+        return getStat(reqVO, customerMapper::selectDistinctRecordCountGroupbyDate);
+    }
+
     /**
      * 获得统计数据
      *

+ 37 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsCustomerMapper.xml

@@ -43,4 +43,41 @@
             DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} )
     </select>
 
+    <select id="selectRecordCountGroupbyDate"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
+        SELECT
+            DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category,
+            count(*) AS 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 = #{bizType,javaType=java.lang.Integer}
+        GROUP BY
+            DATE_FORMAT (create_time, #{sqlDateFormat,javaType=java.lang.String} )
+    </select>
+
+    <select id="selectDistinctRecordCountGroupbyDate"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
+        SELECT
+            DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category,
+            count(DISTINCT biz_id) AS 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 = #{bizType,javaType=java.lang.Integer}
+        GROUP BY DATE_FORMAT (create_time, #{sqlDateFormat,javaType=java.lang.String} )
+    </select>
+
 </mapper>