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!905 CRM员工业绩统计PR v1.0

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Merge pull request !905 from scholarli/master
plp
芋道源码 2 years ago committed by Gitee
parent d4e39dfc40 e86059ed80
commit 46c8cee6b0
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6
yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/date/DateUtils.java
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@ -27,6 +27,12 @@ public class DateUtils {
public static final String FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND = "yyyy-MM-dd HH:mm:ss";
public static final String FORMAT_YEAR = "yyyy";
public static final String FORMAT_YEAR_MONTH = "yyyy-MM";
public static final String FORMAT_HOUR_MINUTE_SECOND = "HH:mm:ss";
/**

52
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsStaffPerformanceController.java
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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.CrmStatisticsStaffPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsStaffPerformanceRespVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsStaffPerformanceService;
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 javax.annotation.Resource;
import javax.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 CrmStatisticsStaffPerformanceController {
@Resource
private CrmStatisticsStaffPerformanceService performanceService;
@GetMapping("/get-contract-count-performance")
@Operation(summary = "员工业绩-签约合同数量")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsStaffPerformanceRespVO>> getContractCountStaffPerformance(@Valid CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO) {
return success(performanceService.getContractCountStaffPerformance(staffPerformanceReqVO));
}
@GetMapping("/get-contract-price-performance")
@Operation(summary = "员工业绩-获得合同金额")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsStaffPerformanceRespVO>> getContractPriceStaffPerformance(@Valid CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO) {
return success(performanceService.getContractPriceStaffPerformance(staffPerformanceReqVO));
}
@GetMapping("/get-receivable-price-performance")
@Operation(summary = "员工业绩-获得回款金额")
@PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
public CommonResult<List<CrmStatisticsStaffPerformanceRespVO>> getReceivablePriceStaffPerformance(@Valid CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO) {
return success(performanceService.getReceivablePriceStaffPerformance(staffPerformanceReqVO));
}
}

29
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/CrmStatisticsStaffPerformanceReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR;
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 CrmStatisticsStaffPerformanceReqVO {
@Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
@NotNull(message = "部门 id 不能为空")
private Long deptId;
@Schema(description = "年", requiredMode = Schema.RequiredMode.REQUIRED)
@DateTimeFormat(pattern = FORMAT_YEAR)
@NotEmpty(message = "时间不能为空")
private LocalDateTime year;
}

39
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/CrmStatisticsStaffPerformanceRespVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.NotEmpty;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH;
@Schema(description = "管理后台 - CRM 员工业绩统计 Response VO")
@Data
public class CrmStatisticsStaffPerformanceRespVO {
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long ownerUserId;
@Schema(description = "姓名", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private String nickname;
@Schema(description = "部门名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private String deptName;
@Schema(description = "年-月", requiredMode = Schema.RequiredMode.REQUIRED)
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH)
@NotEmpty(message = "时间不能为空")
private LocalDateTime orderDate;
/**
* 数量是个特别“抽象”的概念，在不同排行下，代表不同含义
*
* 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
*/
@Schema(description = "数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer count;
}

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsStaffPerformanceMapper.java
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package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsStaffPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsStaffPerformanceRespVO;
import org.apache.ibatis.annotations.Mapper;
import java.util.List;
@Mapper
public interface CrmStatisticsStaffPerformanceMapper {
/**
* 员工签约合同数量
*
* @param staffPerformanceReqVO 参数
* @return 员工签约合同数量
*/
List<CrmStatisticsStaffPerformanceRespVO> selectContractCountStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO);
/**
* 员工签约合同金额
*
* @param staffPerformanceReqVO 参数
* @return 员工签约合同金额
*/
List<CrmStatisticsStaffPerformanceRespVO> selectContractPriceStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO);
/**
* 员工回款金额
*
* @param staffPerformanceReqVO 参数
* @return 员工回款金额
*/
List<CrmStatisticsStaffPerformanceRespVO> selectReceivablePriceStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO);
}

42
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsStaffPerformanceService.java
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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.CrmStatisticsStaffPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsStaffPerformanceRespVO;
import java.util.List;
/**
* CRM 员工绩效统计 Service 接口
*
* @author scholar
*/
public interface CrmStatisticsStaffPerformanceService {
/**
* 员工签约合同数量分析
*
* @param staffPerformanceReqVO 排行参数
* @return 员工签约合同数量排行分析
*/
List<CrmStatisticsStaffPerformanceRespVO> getContractCountStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO);
/**
* 员工签约合同金额分析
*
* @param staffPerformanceReqVO 排行参数
* @return 员工签约合同金额分析
*/
List<CrmStatisticsStaffPerformanceRespVO> getContractPriceStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO);
/**
* 员工获得回款金额分析
*
* @param staffPerformanceReqVO 排行参数
* @return 员工获得回款金额分析
*/
List<CrmStatisticsStaffPerformanceRespVO> getReceivablePriceStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO);
}

95
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsStaffPerformanceServiceImpl.java
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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.CrmStatisticsStaffPerformanceReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsStaffPerformanceRespVO;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsStaffPerformanceMapper;
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 javax.annotation.Resource;
import java.util.Collections;
import java.util.Comparator;
import java.util.List;
import java.util.Map;
import java.util.function.Function;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
/**
* CRM 员工业绩分析 Service 实现类
*
* @author scholar
*/
@Service
@Validated
public class CrmStatisticsStaffPerformanceServiceImpl implements CrmStatisticsStaffPerformanceService {
@Resource
private CrmStatisticsStaffPerformanceMapper staffPerformanceMapper;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Override
public List<CrmStatisticsStaffPerformanceRespVO> getContractCountStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO) {
return getStaffPerformance(staffPerformanceReqVO, staffPerformanceMapper::selectContractCountStaffPerformance);
}
@Override
public List<CrmStatisticsStaffPerformanceRespVO> getContractPriceStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO) {
return getStaffPerformance(staffPerformanceReqVO, staffPerformanceMapper::selectContractPriceStaffPerformance);
}
@Override
public List<CrmStatisticsStaffPerformanceRespVO> getReceivablePriceStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO) {
return getStaffPerformance(staffPerformanceReqVO, staffPerformanceMapper::selectReceivablePriceStaffPerformance);
}
/**
* 获得员工业绩数据
*
* @param staffPerformanceReqVO 参数
* @param staffPerformanceFunction 排行榜方法
* @return 排行版数据
*/
private List<CrmStatisticsStaffPerformanceRespVO> getStaffPerformance(CrmStatisticsStaffPerformanceReqVO staffPerformanceReqVO, Function<CrmStatisticsStaffPerformanceReqVO, List<CrmStatisticsStaffPerformanceRespVO>> staffPerformanceFunction) {
// 1. 获得员工业绩数据
List<CrmStatisticsStaffPerformanceRespVO> performance = staffPerformanceFunction.apply(staffPerformanceReqVO);
if (CollUtil.isEmpty(performance)) {
return Collections.emptyList();
}
performance.sort(Comparator.comparing(CrmStatisticsStaffPerformanceRespVO::getCount).reversed());
// 3. 拼接用户信息
appendUserInfo(performance);
return performance;
}
/**
* 拼接用户信息（昵称、部门）
*
* @param performances 员工业绩数据
*/
private void appendUserInfo(List<CrmStatisticsStaffPerformanceRespVO> performances) {
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertSet(performances, CrmStatisticsStaffPerformanceRespVO::getOwnerUserId));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
performances.forEach(performance -> MapUtils.findAndThen(userMap, performance.getOwnerUserId(), user -> {
performance.setNickname(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> performance.setDeptName(dept.getName()));
}));
}
}

36
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/bi/CrmBiStaffPerformanceMapper.xml
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<?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.CrmStatisticsStaffPerformanceMapper">
<select id="selectContractCountStaffPerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsStaffPerformanceRespVO">
SELECT COUNT(1) AS count, DATE_FORMAT(order_date,'%Y-%m') AS orderDate
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND DATE_FORMAT(order_date,'%Y') in (#{year},#{year}-1)
GROUP BY DATE_FORMAT(order_date,'%Y-%m')
</select>
<select id="selectContractPriceStaffPerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsStaffPerformanceRespVO">
SELECT IFNULL(SUM(total_price), 0) AS count, DATE_FORMAT(order_date,'%Y-%m') AS orderDate
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND DATE_FORMAT(order_date,'%Y') in (#{year},#{year}-1)
GROUP BY DATE_FORMAT(order_date,'%Y-%m')
</select>
<select id="selectReceivablePriceStaffPerformance"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsStaffPerformanceRespVO">
SELECT IFNULL(SUM(price), 0) AS count, DATE_FORMAT(return_time,'%Y-%m') AS orderDate
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
AND DATE_FORMAT(return_time,'%Y') in (#{year},#{year}-1)
GROUP BY DATE_FORMAT(return_time,'%Y-%m')
</select>
</mapper>
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