feat: CRM/数据统计/客户总量分析

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

@@ -0,0 +1,19 @@
+### 新建客户总量分析(按日)
+GET {{baseUrl}}/crm/statistics-customer/get-total-customer-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}}
+
+### 新建客户总量分析(按月)
+GET {{baseUrl}}/crm/statistics-customer/get-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}}
+
+### 成交客户总量分析(按日)
+GET {{baseUrl}}/crm/statistics-customer/get-deal-total-customer-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}}
+
+### 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}}

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

@@ -0,0 +1,44 @@
+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.customer.CrmStatisticsCustomerCountVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
+import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsCustomerService;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.annotation.Resource;
+import jakarta.validation.Valid;
+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 java.util.List;
+
+import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
+
+@Tag(name = "管理后台 - CRM 数据统计 员工客户分析")
+@RestController
+@RequestMapping("/crm/statistics-customer")
+@Validated
+public class CrmStatisticsCustomerController {
+
+    @Resource
+    private CrmStatisticsCustomerService customerService;
+
+    @GetMapping("/get-total-customer-count")
+    @Operation(summary = "获得新建客户数量")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticsCustomerCountVO>> getTotalCustomerCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getTotalCustomerCount(reqVO));
+    }
+
+    @GetMapping("/get-deal-total-customer-count")
+    @Operation(summary = "获得成交客户数量")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticsCustomerCountVO>> getDealTotalCustomerCount(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getDealTotalCustomerCount(reqVO));
+    }
+
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/customer/CrmStatisticsCustomerCountVO.java

@@ -0,0 +1,28 @@
+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 数据统计 员工客户分析 VO")
+@Data
+public class CrmStatisticsCustomerCountVO {
+
+    /**
+     * 时间轴
+     * <p>
+     * group by DATE_FORMAT(create_date, '%Y%m')
+     */
+    @Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
+    private String category;
+
+    /**
+     * 数量是个特别“抽象”的概念，在不同排行下，代表不同含义
+     * <p>
+     * 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;
+
+}

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

@@ -0,0 +1,47 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotEmpty;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.time.LocalDateTime;
+import java.util.List;
+
+import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
+
+@Schema(description = "管理后台 - CRM 数据统计 员工客户分析 Request VO")
+@Data
+public class CrmStatisticsCustomerReqVO {
+
+    @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    @NotNull(message = "部门 id 不能为空")
+    private Long deptId;
+
+    /**
+     * 负责人用户 id, 当用户为空, 则计算部门下用户
+     */
+    @Schema(description = "负责人用户 id", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "1")
+    private Long userId;
+
+    /**
+     * userIds 目前不用前端传递，目前是方便后端通过 deptId 读取编号后，设置回来
+     * <p>
+     * 后续，可能会支持选择部分用户进行查询
+     */
+    @Schema(description = "负责人用户 id 集合", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "2")
+    private List<Long> userIds;
+
+    @Schema(description = "时间范围", requiredMode = Schema.RequiredMode.REQUIRED)
+    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
+    @NotEmpty(message = "时间范围不能为空")
+    private LocalDateTime[] times;
+
+    /**
+     * group by DATE_FORMAT(field, #{dateFormat})
+     */
+    @Schema(description = "Group By 日期格式", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "%Y%m")
+    private String sqlDateFormat;
+
+}

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

@@ -0,0 +1,21 @@
+package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
+
+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 org.apache.ibatis.annotations.Mapper;
+
+import java.util.List;
+
+/**
+ * CRM 数据统计 员工客户分析 Mapper
+ *
+ * @author dhb52
+ */
+@Mapper
+public interface CrmStatisticsCustomerMapper {
+
+    List<CrmStatisticsCustomerCountVO> selectCustomerCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
+
+    List<CrmStatisticsCustomerCountVO> selectDealCustomerCountGroupbyDate(CrmStatisticsCustomerReqVO reqVO);
+
+}

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

@@ -0,0 +1,31 @@
+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 java.util.List;
+
+/**
+ * CRM 数据统计 员工客户分析 Service 接口
+ *
+ * @author dhb52
+ */
+public interface CrmStatisticsCustomerService {
+
+    /**
+     * 获取新建客户数量
+     *
+     * @param reqVO 请求参数
+     * @return 新建客户数量统计
+     */
+    List<CrmStatisticsCustomerCountVO> getTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 获取成交客户数量
+     *
+     * @param reqVO 请求参数
+     * @return 成交客户数量统计
+     */
+    List<CrmStatisticsCustomerCountVO> getDealTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO);
+
+}

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

@@ -0,0 +1,124 @@
+package cn.iocoder.yudao.module.crm.service.statistics;
+
+import cn.hutool.core.collection.CollUtil;
+import cn.hutool.core.date.LocalDateTimeUtil;
+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.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 jakarta.annotation.Resource;
+import org.springframework.stereotype.Service;
+import org.springframework.validation.annotation.Validated;
+
+import java.time.LocalDateTime;
+import java.util.Collections;
+import java.util.List;
+import java.util.Map;
+import java.util.function.Function;
+
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
+
+/**
+ * CRM 数据统计 员工客户分析 Service 实现类
+ *
+ * @author dhb52
+ */
+@Service
+@Validated
+public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerService {
+
+    @Resource
+    private CrmStatisticsCustomerMapper customerMapper;
+
+    @Resource
+    private AdminUserApi adminUserApi;
+    @Resource
+    private DeptApi deptApi;
+
+    @Override
+    public List<CrmStatisticsCustomerCountVO> getTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO) {
+        return getStat(reqVO, customerMapper::selectCustomerCountGroupbyDate);
+    }
+
+    @Override
+    public List<CrmStatisticsCustomerCountVO> getDealTotalCustomerCount(CrmStatisticsCustomerReqVO reqVO) {
+        return getStat(reqVO, customerMapper::selectDealCustomerCountGroupbyDate);
+    }
+
+    /**
+     * 获得统计数据
+     *
+     * @param reqVO        参数
+     * @param statFunction 统计方法
+     * @return 统计数据
+     */
+    private List<CrmStatisticsCustomerCountVO> getStat(CrmStatisticsCustomerReqVO reqVO, Function<CrmStatisticsCustomerReqVO, List<CrmStatisticsCustomerCountVO>> statFunction) {
+        // 1. 获得用户编号数组: 如果用户编号为空, 则获得部门下的用户编号数组
+        if (ObjUtil.isNotNull(reqVO.getUserId())) {
+            reqVO.setUserIds(List.of(reqVO.getUserId()));
+        } else {
+            reqVO.setUserIds(getUserIds(reqVO.getDeptId()));
+        }
+        if (CollUtil.isEmpty(reqVO.getUserIds())) {
+            return Collections.emptyList();
+        }
+
+        // 2. 生成日期格式
+        LocalDateTime startTime = reqVO.getTimes()[0];
+        final LocalDateTime endTime = reqVO.getTimes()[1];
+        final long days = LocalDateTimeUtil.between(startTime, endTime).toDays();
+        boolean byMonth = days > 31;
+        if (byMonth) {
+            // 按月
+            reqVO.setSqlDateFormat("%Y%m");
+        } else {
+            // 按日
+            reqVO.setSqlDateFormat("%Y%m%d");
+        }
+
+        // 3. 获得排行数据
+        List<CrmStatisticsCustomerCountVO> stats = statFunction.apply(reqVO);
+
+        // 4. 生成时间序列
+        List<CrmStatisticsCustomerCountVO> result = CollUtil.newArrayList();
+        while (startTime.compareTo(endTime) <= 0) {
+            final String category = LocalDateTimeUtil.format(startTime, byMonth ? "yyyyMM" : "yyyyMMdd");
+            result.add(new CrmStatisticsCustomerCountVO().setCategory(category).setCount(0));
+            if (byMonth)
+                startTime = startTime.plusMonths(1);
+            else
+                startTime = startTime.plusDays(1);
+        }
+
+        // 5. 使用时间序列填充结果
+        final Map<String, Integer> statMap = convertMap(stats,
+                CrmStatisticsCustomerCountVO::getCategory,
+                CrmStatisticsCustomerCountVO::getCount);
+        result.forEach(r -> {
+            if (statMap.containsKey(r.getCategory())) {
+                r.setCount(statMap.get(r.getCategory()));
+            }
+        });
+
+        return result;
+    }
+
+
+    /**
+     * 获得部门下的用户编号数组，包括子部门的
+     *
+     * @param deptId 部门编号
+     * @return 用户编号数组
+     */
+    public List<Long> getUserIds(Long deptId) {
+        // 1. 获得部门列表
+        List<Long> deptIds = convertList(deptApi.getChildDeptList(deptId), DeptRespDTO::getId);
+        deptIds.add(deptId);
+        // 2. 获得用户编号
+        return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
+    }
+}

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

@@ -0,0 +1,46 @@
+<?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.CrmStatisticsCustomerMapper">
+
+
+    <select id="selectCustomerCountGroupbyDate"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
+        SELECT
+            count(*) AS count,
+            DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} ) AS category
+        FROM
+            crm_customer
+        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
+            DATE_FORMAT( create_time, #{sqlDateFormat,javaType=java.lang.String} )
+    </select>
+
+    <select id="selectDealCustomerCountGroupbyDate"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerCountVO">
+        SELECT
+            count( DISTINCT a.id ) AS count,
+            DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} ) AS category
+        FROM
+            crm_customer AS a
+                LEFT JOIN crm_contract AS b ON b.customer_id = a.id
+        WHERE
+            a.deleted = 0 AND b.deleted = 0
+          AND b.audit_status = 20
+          AND a.owner_user_id IN
+                <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+                    #{userId}
+                </foreach>
+          AND b.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
+                #{times[1],javaType=java.time.LocalDateTime}
+        GROUP BY
+            DATE_FORMAT( b.order_date, #{sqlDateFormat,javaType=java.lang.String} )
+    </select>
+
+</mapper>