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CRM: 新增商机赢单转化率分析

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This commit is contained in:
puhui999 2024-04-15 16:40:36 +08:00
parent 5cf34c2ba7
commit c573585e75
7 changed files with 87 additions and 15 deletions
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12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsFunnelController.java
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@ -5,10 +5,7 @@ import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.business.CrmBusinessController;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByEndStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelSummaryRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsFunnelService;
import io.swagger.v3.oas.annotations.Operation;
@ -55,6 +52,13 @@ public class CrmStatisticsFunnelController {
return success(funnelService.getBusinessSummaryByDate(reqVO));
}
@GetMapping("/get-business-inversion-rate-summary-by-date")
@Operation(summary = "获取商机转化率分析(按日期)", description = "用于【销售漏斗】页面")
@PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')")
public CommonResult<List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO>> getBusinessInversionRateSummaryByDate(@Valid CrmStatisticsFunnelReqVO reqVO) {
return success(funnelService.getBusinessInversionRateSummaryByDate(reqVO));
}
@GetMapping("/get-business-page-by-date")
@Operation(summary = "获得商机分页(按日期)", description = "用于【销售漏斗】页面的【新增商机分析】")
@PreAuthorize("@ss.hasPermission('crm:business:query')")

21
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessInversionRateSummaryByDateRespVO.java Normal file
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@ -0,0 +1,21 @@
package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
@Schema(description = "管理后台 - CRM 商机转化率分析(按日期) VO")
@Data
public class CrmStatisticsBusinessInversionRateSummaryByDateRespVO {
@Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
private String time;
@Schema(description = "商机数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long businessCount;
@Schema(description = "赢单商机数", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long businessWinCount;
}

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByDateRespVO.java
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@ -13,7 +13,7 @@ public class CrmStatisticsBusinessSummaryByDateRespVO {
private String time;
@Schema(description = "新增商机数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer businessCreateCount;
private Long businessCreateCount;
@Schema(description = "新增商机金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private BigDecimal totalPrice;

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/statistics/CrmStatisticsFunnelMapper.java
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@ -1,5 +1,6 @@
package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessInversionRateSummaryByDateRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByEndStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
@ -24,4 +25,6 @@ public interface CrmStatisticsFunnelMapper {
List<CrmStatisticsBusinessSummaryByDateRespVO> selectBusinessSummaryGroupByDate(CrmStatisticsFunnelReqVO reqVO);
List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> selectBusinessInversionRateSummaryByDate(CrmStatisticsFunnelReqVO reqVO);
}

13
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelService.java
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@ -1,10 +1,7 @@
package cn.iocoder.yudao.module.crm.service.statistics;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByEndStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelSummaryRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import java.util.List;
@ -40,6 +37,14 @@ public interface CrmStatisticsFunnelService {
*/
List<CrmStatisticsBusinessSummaryByDateRespVO> getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO);
/**
* 获得商机转化率分析(按日期)
*
* @param reqVO 请求
* @return 商机转化率分析
*/
List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> getBusinessInversionRateSummaryByDate(CrmStatisticsFunnelReqVO reqVO);
/**
* 获得商机分页(按日期)
*

34
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/statistics/CrmStatisticsFunnelServiceImpl.java
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@ -4,10 +4,7 @@ import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticFunnelSummaryRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByEndStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.*;
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;
@ -85,9 +82,9 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic
// 3. 按照日期间隔，合并数据
List<LocalDateTime[]> timeRanges = LocalDateTimeUtils.getDateRangeList(reqVO.getTimes()[0], reqVO.getTimes()[1], reqVO.getInterval());
return convertList(timeRanges, times -> {
Integer businessCreateCount = businessSummaryList.stream()
Long businessCreateCount = businessSummaryList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToInt(CrmStatisticsBusinessSummaryByDateRespVO::getBusinessCreateCount).sum();
.mapToLong(CrmStatisticsBusinessSummaryByDateRespVO::getBusinessCreateCount).sum();
BigDecimal businessDealCount = businessSummaryList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.map(CrmStatisticsBusinessSummaryByDateRespVO::getTotalPrice)
@ -98,6 +95,31 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic
});
}
@Override
public List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> getBusinessInversionRateSummaryByDate(CrmStatisticsFunnelReqVO reqVO) {
// 1. 获得用户编号数组
reqVO.setUserIds(getUserIds(reqVO));
if (CollUtil.isEmpty(reqVO.getUserIds())) {
return Collections.emptyList();
}
// 2. 按天统计，获取分项统计数据
List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> businessSummaryList = funnelMapper.selectBusinessInversionRateSummaryByDate(reqVO);
// 3. 按照日期间隔，合并数据
List<LocalDateTime[]> timeRanges = LocalDateTimeUtils.getDateRangeList(reqVO.getTimes()[0], reqVO.getTimes()[1], reqVO.getInterval());
return convertList(timeRanges, times -> {
Long businessCount = businessSummaryList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToLong(CrmStatisticsBusinessInversionRateSummaryByDateRespVO::getBusinessCount).sum();
Long businessWinCount = businessSummaryList.stream()
.filter(vo -> LocalDateTimeUtils.isBetween(times[0], times[1], vo.getTime()))
.mapToLong(CrmStatisticsBusinessInversionRateSummaryByDateRespVO::getBusinessWinCount).sum();
return new CrmStatisticsBusinessInversionRateSummaryByDateRespVO()
.setTime(LocalDateTimeUtils.formatDateRange(times[0], times[1], reqVO.getInterval()))
.setBusinessCount(businessCount).setBusinessWinCount(businessWinCount);
});
}
@Override
public PageResult<CrmBusinessDO> getBusinessPageByDate(CrmStatisticsFunnelReqVO pageVO) {
// 1. 获得用户编号数组

17
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/statistics/CrmStatisticsFunnelMapper.xml
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@ -60,4 +60,21 @@
GROUP BY time
</select>
<select id="selectBusinessInversionRateSummaryByDate"
resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessInversionRateSummaryByDateRespVO">
SELECT
DATE_FORMAT(create_time, '%Y-%m-%d') AS time,
COUNT(*) AS businessCount,
SUM(IF(end_status = 1, 1, 0)) AS businessWinCount
FROM crm_business
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 time
</select>
</mapper>