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CRM: 完善销售漏斗分析

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This commit is contained in:
puhui999 2024-04-13 23:30:11 +08:00
parent c4ce9068f9
commit 6c9a3b0e11
16 changed files with 388 additions and 14 deletions
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4
yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/collection/CollectionUtils.java
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@ -97,6 +97,10 @@ public class CollectionUtils {
.collect(Collectors.toList());
}
public static <T> Set<T> convertSet(Collection<T> from) {
return convertSet(from, v -> v);
}
public static <T, U> Set<U> convertSet(Collection<T> from, Function<T, U> func) {
if (CollUtil.isEmpty(from)) {
return new HashSet<>();

46
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java Normal file
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@ -0,0 +1,46 @@
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.funnel.CrmStatisticBusinessEndStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsFunnelService;
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 销售漏斗")
@RestController
@RequestMapping("/crm/statistics-funnel")
@Validated
public class CrmStatisticsFunnelController {
@Resource
private CrmStatisticsFunnelService crmStatisticsFunnelService;
@GetMapping("/get-funnel-summary")
@Operation(summary = "获取销售漏斗统计数据", description = "用于【销售漏斗】页面")
@PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')")
public CommonResult<CrmStatisticFunnelRespVO> getFunnelSummary(@Valid CrmStatisticsFunnelReqVO reqVO) {
return success(crmStatisticsFunnelService.getFunnelSummary(reqVO));
}
@GetMapping("/get-business-end-status-summary")
@Operation(summary = "获取商机结束状态统计", description = "用于【销售漏斗】页面")
@PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')")
public CommonResult<List<CrmStatisticBusinessEndStatusRespVO>> getBusinessEndStatusSummary(@Valid CrmStatisticsFunnelReqVO reqVO) {
return success(crmStatisticsFunnelService.getBusinessEndStatusSummary(reqVO));
}
}

25
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticBusinessEndStatusRespVO.java Normal file
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@ -0,0 +1,25 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import java.math.BigDecimal;
@Schema(description = "管理后台 - CRM 商机结束状态统计 Response VO")
@NoArgsConstructor
@AllArgsConstructor
@Data
public class CrmStatisticBusinessEndStatusRespVO {
@Schema(description = "结束状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer endStatus;
@Schema(description = "商机数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long businessCount;
@Schema(description = "商机总金额，单位：元", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private BigDecimal totalPrice;
}

23
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticFunnelRespVO.java Normal file
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@ -0,0 +1,23 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - CRM 销售漏斗 Response VO")
@NoArgsConstructor
@AllArgsConstructor
@Data
public class CrmStatisticFunnelRespVO {
@Schema(description = "客户数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long customerCount;
@Schema(description = "商机数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long businessCount;
@Schema(description = "赢单数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long winCount;
}

42
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java Normal file
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@ -0,0 +1,42 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel;
import io.swagger.v3.oas.annotations.media.Schema;
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 销售漏斗 Request VO")
@Data
public class CrmStatisticsFunnelReqVO {
@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
* 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", hidden = true, example = "2")
private List<Long> userIds;
/**
* 前端如果选择自定义时间, 那么前端传递起始-终止时间, 如果选择其他时间间隔类型, 则由后台计算起始-终止时间
* 并作为参数传递给Mapper
*/
@Schema(description = "时间范围", requiredMode = Schema.RequiredMode.NOT_REQUIRED)
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime[] times;
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
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@ -6,14 +6,15 @@ import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.List;
import java.util.Set;
/**
* 商机 Mapper
@ -59,10 +60,24 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId);
}
default List<CrmBusinessDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId){
default List<CrmBusinessDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return selectList(new LambdaQueryWrapperX<CrmBusinessDO>()
.eq(CrmBusinessDO::getCustomerId, customerId)
.eq(CrmBusinessDO::getOwnerUserId, ownerUserId));
}
default Long selectCountByOwnerUserIdsAndEndStatus(Collection<Long> ownerUserIds, LocalDateTime[] times, Integer endStatus) {
return selectCount(new LambdaQueryWrapperX<CrmBusinessDO>()
.in(CrmBusinessDO::getOwnerUserId, ownerUserIds)
.eqIfPresent(CrmBusinessDO::getEndStatus, endStatus)
.betweenIfPresent(CrmBusinessDO::getCreateTime, times));
}
default List<CrmBusinessDO> selectListByOwnerUserIdsAndEndStatusNotNull(Collection<Long> ownerUserIds, LocalDateTime[] times){
return selectList(new LambdaQueryWrapperX<CrmBusinessDO>()
.in(CrmBusinessDO::getOwnerUserId, ownerUserIds)
.betweenIfPresent(CrmBusinessDO::getCreateTime, times)
.isNotNull(CrmBusinessDO::getEndStatus));
}
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java
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@ -19,9 +19,11 @@ import org.apache.ibatis.annotations.Mapper;
import org.springframework.lang.Nullable;
import org.springframework.util.Assert;
import javax.management.ObjectName;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.List;
import java.util.Set;
/**
* 客户 Mapper
@ -186,4 +188,10 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
return selectCount(query);
}
default Long selectCountByOwnerUserIds(Collection<Long> ownerUserIds, LocalDateTime[] times){
return selectCount(new LambdaQueryWrapperX<CrmCustomerDO>()
.in(CrmCustomerDO::getOwnerUserId, ownerUserIds)
.betweenIfPresent(CrmCustomerDO::getCreateTime, times));
}
}

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java Normal file
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@ -0,0 +1,14 @@
package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
import org.apache.ibatis.annotations.Mapper;
/**
* CRM 销售漏斗 Mapper
*
* @author HUIHUI
*/
@Mapper
public interface CrmStatisticsFunnelMapper {
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
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@ -194,4 +194,23 @@ public interface CrmBusinessService {
*/
List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
/**
* 获得商机数
*
* @param ownerUserIds 负责人编号
* @param times 时间范围
* @param endStatus 商机结束状态
* @return 商机数
*/
Long getBusinessCountByOwnerUserIdsAndEndStatus(List<Long> ownerUserIds, LocalDateTime[] times, Integer endStatus);
/**
* 获得商机列表【数据统计】
*
* @param ownerUserIds 负责人编号
* @param times 时间范围
* @return 商机列表
*/
List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndEndStatusNotNull(List<Long> ownerUserIds, LocalDateTime[] times);
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
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@ -375,4 +375,20 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
return businessMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
@Override
public Long getBusinessCountByOwnerUserIdsAndEndStatus(List<Long> ownerUserIds, LocalDateTime[] times, Integer endStatus) {
if (CollUtil.isEmpty(ownerUserIds)) {
return 0L;
}
return businessMapper.selectCountByOwnerUserIdsAndEndStatus(convertSet(ownerUserIds), times, endStatus);
}
@Override
public List<CrmBusinessDO> getBusinessListByOwnerUserIdsAndEndStatusNotNull(List<Long> ownerUserIds, LocalDateTime[] times) {
if (CollUtil.isEmpty(ownerUserIds)) {
return Collections.emptyList();
}
return businessMapper.selectListByOwnerUserIdsAndEndStatusNotNull(convertSet(ownerUserIds), times);
}
}

9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
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@ -195,4 +195,13 @@ public interface CrmCustomerService {
*/
int autoPutCustomerPool();
/**
* 获得客户数
*
* @param ownerUserIds 负责人编号
* @param times 时间范围
* @return 客户数
*/
Long getCustomerCountByOwnerUserIds(List<Long> ownerUserIds, LocalDateTime[] times);
}

9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
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@ -47,6 +47,7 @@ import java.time.LocalDateTime;
import java.util.*;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.filterList;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
@ -650,6 +651,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
}
}
@Override
public Long getCustomerCountByOwnerUserIds(List<Long> ownerUserIds, LocalDateTime[] times) {
if (CollUtil.isEmpty(ownerUserIds)) {
return 0L;
}
return customerMapper.selectCountByOwnerUserIds(convertSet(ownerUserIds), times);
}
/**
* 获得自身的代理对象，解决 AOP 生效问题
*

32
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java Normal file
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@ -0,0 +1,32 @@
package cn.iocoder.yudao.module.crm.service.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
import java.util.List;
/**
* CRM 销售漏斗分析 Service
*
* @author HUIHUI
*/
public interface CrmStatisticsFunnelService {
/**
* 获得销售漏斗数据
*
* @param reqVO 请求
* @return 销售漏斗数据
*/
CrmStatisticFunnelRespVO getFunnelSummary(CrmStatisticsFunnelReqVO reqVO);
/**
* 获得商机结束状态统计
*
* @param reqVO 请求
* @return 商机结束状态统计
*/
List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO);
}

105
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java Normal file
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@ -0,0 +1,105 @@
package cn.iocoder.yudao.module.crm.service.statistics;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticBusinessEndStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsFunnelMapper;
import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
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 java.math.BigDecimal;
import java.util.List;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
/**
* CRM 销售漏斗分析 Service 实现类
*
* @author HUIHUI
*/
@Service
public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelService {
@Resource
private CrmStatisticsFunnelMapper funnelMapper;
@Resource
private AdminUserApi adminUserApi;
@Resource
private CrmCustomerService customerService;
@Resource
private CrmBusinessService businessService;
@Resource
private DeptApi deptApi;
@Override
public CrmStatisticFunnelRespVO getFunnelSummary(CrmStatisticsFunnelReqVO reqVO) {
// 1. 获得用户编号数组
List<Long> userIds = getUserIds(reqVO);
if (CollUtil.isEmpty(userIds)) {
return null;
}
reqVO.setUserIds(userIds);
// 2. 获得漏斗数据
return new CrmStatisticFunnelRespVO(
customerService.getCustomerCountByOwnerUserIds(userIds, reqVO.getTimes()),
businessService.getBusinessCountByOwnerUserIdsAndEndStatus(userIds, reqVO.getTimes(), null),
businessService.getBusinessCountByOwnerUserIdsAndEndStatus(userIds, reqVO.getTimes(), CrmBusinessEndStatusEnum.WIN.getStatus())
);
}
@Override
public List<CrmStatisticBusinessEndStatusRespVO> getBusinessEndStatusSummary(CrmStatisticsFunnelReqVO reqVO) {
// 1. 获得用户编号数组
List<Long> userIds = getUserIds(reqVO);
if (CollUtil.isEmpty(userIds)) {
return null;
}
reqVO.setUserIds(userIds);
// 2.1 获得用户负责的商机
List<CrmBusinessDO> businessList = businessService.getBusinessListByOwnerUserIdsAndEndStatusNotNull(userIds, reqVO.getTimes());
// 2.2 统计各阶段数据
Map<Integer, List<CrmBusinessDO>> businessMap = convertMultiMap(businessList, CrmBusinessDO::getEndStatus);
return convertList(CrmBusinessEndStatusEnum.values(), endStatusEnum -> {
List<CrmBusinessDO> list = businessMap.get(endStatusEnum.getStatus());
if (CollUtil.isEmpty(list)) {
return new CrmStatisticBusinessEndStatusRespVO(endStatusEnum.getStatus(), 0L, BigDecimal.ZERO);
}
return new CrmStatisticBusinessEndStatusRespVO(endStatusEnum.getStatus(), (long) list.size(),
getSumValue(list, CrmBusinessDO::getTotalPrice, BigDecimal::add));
});
}
/**
* 获取用户编号数组。如果用户编号为空, 则获得部门下的用户编号数组，包括子部门的所有用户编号
*
* @param reqVO 请求参数
* @return 用户编号数组
*/
private List<Long> getUserIds(CrmStatisticsFunnelReqVO reqVO) {
// 情况一：选中某个用户
if (ObjUtil.isNotNull(reqVO.getUserId())) {
return List.of(reqVO.getUserId());
}
// 情况二：选中某个部门
// 2.1 获得部门列表
List<Long> deptIds = convertList(deptApi.getChildDeptList(reqVO.getDeptId()), DeptRespDTO::getId);
deptIds.add(reqVO.getDeptId());
// 2.2 获得用户编号
return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
}
}

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsPortraitServiceImpl.java
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@ -20,7 +20,6 @@ import java.util.Map;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
/**
* CRM 客户画像 Service 实现类
@ -55,15 +54,18 @@ public class CrmStatisticsPortraitServiceImpl implements CrmStatisticsPortraitSe
// 3. 拼接数据
List<Area> areaList = AreaUtils.getByType(AreaTypeEnum.PROVINCE, area -> area);
areaList.add(new Area().setId(null).setName("未知")); // TODO @puhui999：是不是 65 find 的逻辑改下；不用 findAndThen，直接从 areaMap 拿；拿到就设置，不拿到就设置 null 和 未知；这样，58 本行可以删除掉完事了；这样代码更简单和一致
Map<Integer, Area> areaMap = convertMap(areaList, Area::getId);
return convertList(list, item -> {
Integer parentId = AreaUtils.getParentIdByType(item.getAreaId(), AreaTypeEnum.PROVINCE);
if (parentId == null) { // 找不到，归到未知
return item.setAreaId(null).setAreaName("未知");
}
findAndThen(areaMap, parentId, area -> item.setAreaId(parentId).setAreaName(area.getName()));
if (parentId != null) {
Area area = areaMap.get(parentId);
if (area != null) {
item.setAreaId(parentId).setAreaName(area.getName());
return item;
}
}
// 找不到，归到未知
return item.setAreaId(null).setAreaName("未知");
});
}

5
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml Normal file
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@ -0,0 +1,5 @@
<?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.CrmStatisticsFunnelMapper">
</mapper>