CRM: 新增客户行业、来源、级别统计数据统计

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

@@ -2,6 +2,9 @@ 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.*;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerIndustryRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerLevelRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerSourceRespVO;
 import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsCustomerService;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.tags.Tag;
@@ -82,4 +85,25 @@ public class CrmStatisticsCustomerController {
         return success(customerService.getCustomerDealCycleByUser(reqVO));
     }
 
+    @GetMapping("/get-customer-industry-summary")
+    @Operation(summary = "获取客户行业统计数据")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticCustomerIndustryRespVO>> getCustomerIndustry(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getCustomerIndustry(reqVO));
+    }
+
+    @GetMapping("/get-customer-source-summary")
+    @Operation(summary = "获取客户来源统计数据")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticCustomerSourceRespVO>> getCustomerSource(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getCustomerSource(reqVO));
+    }
+
+    @GetMapping("/get-customer-level-summary")
+    @Operation(summary = "获取客户级别统计数据")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-customer:query')")
+    public CommonResult<List<CrmStatisticCustomerLevelRespVO>> getCustomerLevel(@Valid CrmStatisticsCustomerReqVO reqVO) {
+        return success(customerService.getCustomerLevel(reqVO));
+    }
+
 }

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

@@ -0,0 +1,27 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Schema(description = "管理后台 - CRM 客户行业分析 VO")
+@Data
+public class CrmStatisticCustomerIndustryRespVO {
+
+    @Schema(description = "客户行业ID", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private Integer industryId;
+    @Schema(description = "客户行业名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private String industryName;
+
+    @Schema(description = "客户个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer customerCount;
+
+    @Schema(description = "成交个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer dealCount;
+
+    @Schema(description = "行业占比(%)", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Double industryPortion;
+
+    @Schema(description = "成交占比(%)", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Double dealPortion;
+
+}

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

@@ -0,0 +1,27 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Schema(description = "管理后台 - CRM 客户级别分析 VO")
+@Data
+public class CrmStatisticCustomerLevelRespVO {
+
+    @Schema(description = "客户级别ID", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private Integer level;
+    @Schema(description = "客户级别名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private String levelName;
+
+    @Schema(description = "客户个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer customerCount;
+
+    @Schema(description = "成交个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer dealCount;
+
+    @Schema(description = "级别占比(%)", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Double levelPortion;
+
+    @Schema(description = "成交占比(%)", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Double dealPortion;
+
+}

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

@@ -0,0 +1,27 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Schema(description = "管理后台 - CRM 客户来源分析 VO")
+@Data
+public class CrmStatisticCustomerSourceRespVO {
+
+    @Schema(description = "客户来源ID", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private Integer source;
+    @Schema(description = "客户来源名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private String sourceName;
+
+    @Schema(description = "客户个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer customerCount;
+
+    @Schema(description = "成交个数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer dealCount;
+
+    @Schema(description = "来源占比(%)", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Double sourcePortion;
+
+    @Schema(description = "成交占比(%)", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Double dealPortion;
+
+}

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

@@ -1,6 +1,9 @@
 package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
 
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerIndustryRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerLevelRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerSourceRespVO;
 import org.apache.ibatis.annotations.Mapper;
 
 import java.util.List;
@@ -42,4 +45,10 @@ public interface CrmStatisticsCustomerMapper {
 
     List<CrmStatisticsCustomerDealCycleByUserRespVO> selectCustomerDealCycleGroupbyUser(CrmStatisticsCustomerReqVO reqVO);
 
+    List<CrmStatisticCustomerIndustryRespVO> selectCustomerIndustryListGroupbyIndustryId(CrmStatisticsCustomerReqVO reqVO);
+
+    List<CrmStatisticCustomerSourceRespVO> selectCustomerSourceListGroupbySource(CrmStatisticsCustomerReqVO reqVO);
+
+    List<CrmStatisticCustomerLevelRespVO> selectCustomerLevelListGroupbyLevel(CrmStatisticsCustomerReqVO reqVO);
+
 }

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

@@ -1,6 +1,9 @@
 package cn.iocoder.yudao.module.crm.service.statistics;
 
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerIndustryRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerLevelRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerSourceRespVO;
 
 import java.util.List;
 
@@ -77,4 +80,28 @@ public interface CrmStatisticsCustomerService {
      */
     List<CrmStatisticsCustomerDealCycleByUserRespVO> getCustomerDealCycleByUser(CrmStatisticsCustomerReqVO reqVO);
 
+    /**
+     * 获取客户行业统计数据
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticCustomerIndustryRespVO> getCustomerIndustry(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 获取客户来源统计数据
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticCustomerSourceRespVO> getCustomerSource(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 获取客户级别统计数据
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticCustomerLevelRespVO> getCustomerLevel(CrmStatisticsCustomerReqVO reqVO);
+
 }

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

@@ -6,6 +6,9 @@ import cn.hutool.core.util.ObjUtil;
 import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
 import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerIndustryRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerLevelRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerSourceRespVO;
 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;
@@ -328,6 +331,75 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
         return respVoList;
     }
 
+    @Override
+    public List<CrmStatisticCustomerIndustryRespVO> getCustomerIndustry(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. 获取客户行业统计数据
+        List<CrmStatisticCustomerIndustryRespVO> industryRespVOList = customerMapper.selectCustomerIndustryListGroupbyIndustryId(reqVO);
+        if (CollUtil.isEmpty(industryRespVOList)) {
+            return Collections.emptyList();
+        }
+
+        return convertList(industryRespVOList, item -> {
+            if (ObjUtil.isNull(item.getIndustryId())) {
+                return item;
+            }
+            item.setIndustryName(dictDataApi.getDictDataLabel(CRM_CUSTOMER_INDUSTRY, item.getIndustryId()));
+            return item;
+        });
+    }
+
+    @Override
+    public List<CrmStatisticCustomerSourceRespVO> getCustomerSource(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. 获取客户行业统计数据
+        List<CrmStatisticCustomerSourceRespVO> sourceRespVOList = customerMapper.selectCustomerSourceListGroupbySource(reqVO);
+        if (CollUtil.isEmpty(sourceRespVOList)) {
+            return Collections.emptyList();
+        }
+
+        return convertList(sourceRespVOList, item -> {
+            if (ObjUtil.isNull(item.getSource())) {
+                return item;
+            }
+            item.setSourceName(dictDataApi.getDictDataLabel(CRM_CUSTOMER_SOURCE, item.getSource()));
+            return item;
+        });
+    }
+
+    @Override
+    public List<CrmStatisticCustomerLevelRespVO> getCustomerLevel(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. 获取客户行业统计数据
+        List<CrmStatisticCustomerLevelRespVO> levelRespVOList = customerMapper.selectCustomerLevelListGroupbyLevel(reqVO);
+        if (CollUtil.isEmpty(levelRespVOList)) {
+            return Collections.emptyList();
+        }
+
+        return convertList(levelRespVOList, item -> {
+            if (ObjUtil.isNull(item.getLevel())) {
+                return item;
+            }
+            item.setLevelName(dictDataApi.getDictDataLabel(CRM_CUSTOMER_LEVEL, item.getLevel()));
+            return item;
+        });
+    }
+
     /**
      * 拼接用户信息（昵称）
      *

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

@@ -249,4 +249,68 @@
         GROUP BY a.owner_user_id
     </select>
 
+    <select id="selectCustomerIndustryListGroupbyIndustryId"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerIndustryRespVO">
+        SELECT
+            industry_id,
+            COUNT(*) AS customerCount,
+            SUM(deal_status) AS dealCount,
+            ROUND(COUNT(*) / (SELECT COUNT(*) FROM crm_customer WHERE deleted = 0) * 100, 2) AS industryPortion,
+            ROUND(SUM(deal_status) / NULLIF(COUNT(*), 0) * 100, 2) AS dealPortion
+        FROM
+            crm_customer
+        WHERE
+            deleted = 0 AND industry_id IS NOT NULL
+        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
+            industry_id;
+    </select>
+    <select id="selectCustomerSourceListGroupbySource"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerSourceRespVO">
+        SELECT
+            source,
+            COUNT(*) AS customerCount,
+            SUM(deal_status) AS dealCount,
+            ROUND(COUNT(*) / (SELECT COUNT(*) FROM crm_customer WHERE deleted = 0) * 100, 2) AS sourcePortion,
+            ROUND(SUM(deal_status) / NULLIF(COUNT(*), 0) * 100, 2) AS dealPortion
+        FROM
+            crm_customer
+        WHERE
+            deleted = 0 AND source IS NOT NULL
+        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
+            source;
+    </select>
+    <select id="selectCustomerLevelListGroupbyLevel"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.analyze.CrmStatisticCustomerLevelRespVO">
+        SELECT
+            level,
+            COUNT(*) AS customerCount,
+            SUM(deal_status) AS dealCount,
+            ROUND(COUNT(*) / (SELECT COUNT(*) FROM crm_customer WHERE deleted = 0) * 100, 2) AS levelPortion,
+            ROUND(SUM(deal_status) / NULLIF(COUNT(*), 0) * 100, 2) AS dealPortion
+        FROM
+            crm_customer
+        WHERE
+            deleted = 0 AND level IS NOT NULL
+        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
+            level;
+    </select>
+
 </mapper>

yudao-module-system/yudao-module-system-api/src/main/java/cn/iocoder/yudao/module/system/api/dict/DictDataApi.java

@@ -1,5 +1,7 @@
 package cn.iocoder.yudao.module.system.api.dict;
 
+import cn.hutool.core.util.ObjUtil;
+import cn.hutool.core.util.StrUtil;
 import cn.iocoder.yudao.module.system.api.dict.dto.DictDataRespDTO;
 
 import java.util.Collection;
@@ -33,6 +35,21 @@ public interface DictDataApi {
      */
     DictDataRespDTO getDictData(String type, String value);
 
+    /**
+     * 获得指定的字典标签，从缓存中
+     *
+     * @param type  字典类型
+     * @param value 字典数据值
+     * @return 字典标签
+     */
+    default String getDictDataLabel(String type, Integer value) {
+        DictDataRespDTO dictData = getDictData(type, String.valueOf(value));
+        if (ObjUtil.isNull(dictData)) {
+            return StrUtil.EMPTY;
+        }
+        return dictData.getLabel();
+    }
+
     /**
      * 解析获得指定的字典数据，从缓存中
      *

yudao-server/pom.xml

@@ -95,11 +95,11 @@
         </dependency>
 
         <!-- ERP 相关模块。默认注释，保证编译速度 -->
-        <dependency>
-            <groupId>cn.iocoder.boot</groupId>
-            <artifactId>yudao-module-erp-biz</artifactId>
-            <version>${revision}</version>
-        </dependency>
+<!--        <dependency>-->
+<!--            <groupId>cn.iocoder.boot</groupId>-->
+<!--            <artifactId>yudao-module-erp-biz</artifactId>-->
+<!--            <version>${revision}</version>-->
+<!--        </dependency>-->
 
         <!-- spring boot 配置所需依赖 -->
         <dependency>