feat(crm): 添加销售报表功能模块
- 新增销售报表查询业务对象CrmSalesReportBo，支持多种查询条件 - 创建销售报表控制器CrmSalesReportController，提供汇总数据、订单明细、统计分析等接口 - 实现销售报表数据访问层CrmSalesReportMapper，包含销售汇总、订单明细、销售员统计等查询 - 开发销售报表服务层ICrmSalesReportService及其实现类，处理报表数据逻辑 - 设计销售报表视图对象CrmSalesReportVo，包含汇总信息、订单明细、统计分析等数据结构 - 集成Excel导出功能，支持订单明细、销售员统计、客户等级统计、行业统计的数据导出 - 实现多维度统计分析，包括销售员业绩、客户等级分布、行业分布等统计功能
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package com.klp.crm.controller;
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import java.util.List;
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import lombok.RequiredArgsConstructor;
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import javax.servlet.http.HttpServletResponse;
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import javax.validation.constraints.*;
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import org.springframework.web.bind.annotation.*;
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import org.springframework.validation.annotation.Validated;
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import com.klp.common.annotation.Log;
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import com.klp.common.core.controller.BaseController;
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import com.klp.common.core.domain.PageQuery;
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import com.klp.common.core.domain.R;
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import com.klp.common.enums.BusinessType;
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import com.klp.common.utils.poi.ExcelUtil;
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import com.klp.crm.domain.vo.CrmSalesReportVo;
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import com.klp.crm.domain.bo.CrmSalesReportBo;
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import com.klp.crm.service.ICrmSalesReportService;
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import com.klp.common.core.page.TableDataInfo;
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/**
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* 销售报表
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*
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* @author klp
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* @date 2025-12-29
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*/
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@Validated
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@RequiredArgsConstructor
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@RestController
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@RequestMapping("/crm/salesReport")
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public class CrmSalesReportController extends BaseController {
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private final ICrmSalesReportService iCrmSalesReportService;
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/**
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* 查询销售报表汇总数据
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*/
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@GetMapping("/summary")
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public R<CrmSalesReportVo.SalesSummary> getSalesSummary(CrmSalesReportBo bo) {
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CrmSalesReportVo.SalesSummary summary = iCrmSalesReportService.querySalesSummary(bo);
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return R.ok(summary);
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}
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/**
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* 分页查询销售报表订单明细
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*/
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@GetMapping("/orderDetails")
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public TableDataInfo<CrmSalesReportVo.OrderDetail> getOrderDetails(CrmSalesReportBo bo, PageQuery pageQuery) {
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return iCrmSalesReportService.queryOrderDetailPageList(bo, pageQuery);
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}
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/**
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* 查询完整销售报表数据
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*/
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@GetMapping("/fullReport")
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public R<CrmSalesReportVo> getFullSalesReport(CrmSalesReportBo bo, PageQuery pageQuery) {
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CrmSalesReportVo reportVo = iCrmSalesReportService.queryFullSalesReport(bo, pageQuery);
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return R.ok(reportVo);
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}
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/**
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* 查询销售员统计数据
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*/
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@GetMapping("/salesmanStats")
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public R<List<CrmSalesReportVo.SalesmanStat>> getSalesmanStats(CrmSalesReportBo bo) {
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List<CrmSalesReportVo.SalesmanStat> stats = iCrmSalesReportService.querySalesmanStats(bo);
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return R.ok(stats);
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}
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/**
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* 查询客户等级统计数据
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*/
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@GetMapping("/customerLevelStats")
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public R<List<CrmSalesReportVo.CustomerLevelStat>> getCustomerLevelStats(CrmSalesReportBo bo) {
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List<CrmSalesReportVo.CustomerLevelStat> stats = iCrmSalesReportService.queryCustomerLevelStats(bo);
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return R.ok(stats);
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}
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/**
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* 查询行业统计数据
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*/
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@GetMapping("/industryStats")
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public R<List<CrmSalesReportVo.IndustryStat>> getIndustryStats(CrmSalesReportBo bo) {
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List<CrmSalesReportVo.IndustryStat> stats = iCrmSalesReportService.queryIndustryStats(bo);
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return R.ok(stats);
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}
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/**
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* 导出销售报表订单明细
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*/
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@Log(title = "销售报表", businessType = BusinessType.EXPORT)
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@PostMapping("/exportOrderDetails")
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public void exportOrderDetails(CrmSalesReportBo bo, HttpServletResponse response) {
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List<CrmSalesReportVo.OrderDetail> list = iCrmSalesReportService.queryOrderDetailList(bo);
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ExcelUtil.exportExcel(list, "销售报表订单明细", CrmSalesReportVo.OrderDetail.class, response);
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}
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/**
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* 导出销售员统计数据
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*/
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@Log(title = "销售报表", businessType = BusinessType.EXPORT)
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@PostMapping("/exportSalesmanStats")
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public void exportSalesmanStats(CrmSalesReportBo bo, HttpServletResponse response) {
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List<CrmSalesReportVo.SalesmanStat> list = iCrmSalesReportService.querySalesmanStats(bo);
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ExcelUtil.exportExcel(list, "销售员统计", CrmSalesReportVo.SalesmanStat.class, response);
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}
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/**
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* 导出客户等级统计数据
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*/
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@Log(title = "销售报表", businessType = BusinessType.EXPORT)
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@PostMapping("/exportCustomerLevelStats")
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public void exportCustomerLevelStats(CrmSalesReportBo bo, HttpServletResponse response) {
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List<CrmSalesReportVo.CustomerLevelStat> list = iCrmSalesReportService.queryCustomerLevelStats(bo);
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ExcelUtil.exportExcel(list, "客户等级统计", CrmSalesReportVo.CustomerLevelStat.class, response);
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}
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/**
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* 导出行业统计数据
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*/
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@Log(title = "销售报表", businessType = BusinessType.EXPORT)
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@PostMapping("/exportIndustryStats")
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public void exportIndustryStats(CrmSalesReportBo bo, HttpServletResponse response) {
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List<CrmSalesReportVo.IndustryStat> list = iCrmSalesReportService.queryIndustryStats(bo);
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ExcelUtil.exportExcel(list, "行业统计", CrmSalesReportVo.IndustryStat.class, response);
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}
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}
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@@ -0,0 +1,108 @@
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package com.klp.crm.domain.bo;
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import java.util.Date;
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import java.util.List;
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import com.fasterxml.jackson.annotation.JsonFormat;
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import com.klp.common.core.validate.AddGroup;
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import com.klp.common.core.validate.EditGroup;
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import lombok.Data;
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import lombok.EqualsAndHashCode;
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import javax.validation.constraints.*;
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/**
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* 销售报表查询业务对象
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*
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* @author klp
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* @date 2025-12-29
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*/
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@Data
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@EqualsAndHashCode(callSuper = false)
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public class CrmSalesReportBo {
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/**
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* 开始时间
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*/
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@JsonFormat(pattern = "yyyy-MM-dd")
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private Date startTime;
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/**
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* 结束时间
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*/
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@JsonFormat(pattern = "yyyy-MM-dd")
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private Date endTime;
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/**
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* 销售员列表
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*/
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private List<String> salesmanList;
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/**
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* 客户ID列表
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*/
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private List<String> customerIdList;
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/**
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* 客户等级列表
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*/
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private List<String> customerLevelList;
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/**
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* 行业列表
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*/
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private List<String> industryList;
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/**
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* 订单状态列表
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*/
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private List<Long> orderStatusList;
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/**
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* 财务状态列表
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*/
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private List<Long> financeStatusList;
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/**
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* 订单类型列表
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*/
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private List<Long> orderTypeList;
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/**
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* 最小订单金额
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*/
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private java.math.BigDecimal minOrderAmount;
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/**
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* 最大订单金额
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*/
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private java.math.BigDecimal maxOrderAmount;
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/**
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* 是否包含异议订单
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*/
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private Boolean includeObjectionOrders;
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/**
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* 是否只查询有未结款的订单
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*/
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private Boolean onlyUnpaidOrders;
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/**
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* 公司名称关键字
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*/
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private String companyNameKeyword;
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/**
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* 订单编号关键字
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*/
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private String orderCodeKeyword;
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/**
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* 排序字段
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*/
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private String orderBy;
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/**
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* 排序方向 ASC/DESC
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*/
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private String sortDirection;
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}
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package com.klp.crm.domain.vo;
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import java.math.BigDecimal;
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import java.util.Date;
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import java.util.List;
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import com.fasterxml.jackson.annotation.JsonFormat;
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import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
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import com.alibaba.excel.annotation.ExcelProperty;
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import lombok.Data;
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/**
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* 销售报表视图对象
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*
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* @author klp
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* @date 2025-12-29
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*/
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@Data
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@ExcelIgnoreUnannotated
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public class CrmSalesReportVo {
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private static final long serialVersionUID = 1L;
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/**
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* 销售汇总信息
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*/
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private SalesSummary salesSummary;
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/**
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* 订单明细列表
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*/
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private List<OrderDetail> orderDetails;
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/**
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* 销售汇总内部类
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*/
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@Data
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public static class SalesSummary {
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/**
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* 总订单数
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*/
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@ExcelProperty(value = "总订单数")
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private Integer totalOrderCount;
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/**
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* 总销售金额
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*/
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@ExcelProperty(value = "总销售金额")
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private BigDecimal totalSalesAmount;
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/**
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* 已完成订单数
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*/
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@ExcelProperty(value = "已完成订单数")
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private Integer completedOrderCount;
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/**
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* 已完成销售金额
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*/
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@ExcelProperty(value = "已完成销售金额")
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private BigDecimal completedSalesAmount;
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/**
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* 未结款总金额
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*/
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@ExcelProperty(value = "未结款总金额")
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private BigDecimal totalUnpaidAmount;
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/**
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* 平均订单金额
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*/
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@ExcelProperty(value = "平均订单金额")
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private BigDecimal avgOrderAmount;
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/**
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* 销售员统计
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*/
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private List<SalesmanStat> salesmanStats;
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/**
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* 客户等级统计
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*/
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private List<CustomerLevelStat> customerLevelStats;
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/**
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* 行业统计
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*/
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private List<IndustryStat> industryStats;
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}
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/**
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* 订单明细内部类
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*/
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@Data
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public static class OrderDetail {
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/**
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* 订单ID
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*/
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private String orderId;
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/**
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* 订单编号
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*/
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@ExcelProperty(value = "订单编号")
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private String orderCode;
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/**
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* 客户编码
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*/
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@ExcelProperty(value = "客户编码")
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private String customerCode;
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/**
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* 公司名称
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*/
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@ExcelProperty(value = "公司名称")
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private String companyName;
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/**
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* 联系人
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*/
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@ExcelProperty(value = "联系人")
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private String contactPerson;
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/**
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* 客户等级
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*/
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@ExcelProperty(value = "客户等级")
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private String customerLevel;
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/**
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* 所属行业
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*/
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@ExcelProperty(value = "所属行业")
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private String industry;
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/**
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* 订单金额
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*/
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@ExcelProperty(value = "订单金额")
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private BigDecimal orderAmount;
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/**
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* 销售员
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*/
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@ExcelProperty(value = "销售员")
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private String salesman;
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/**
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* 交货日期
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*/
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@ExcelProperty(value = "交货日期")
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@JsonFormat(pattern = "yyyy-MM-dd")
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private Date deliveryDate;
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/**
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* 订单状态
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*/
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@ExcelProperty(value = "订单状态")
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private Long orderStatus;
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/**
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* 财务状态
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*/
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@ExcelProperty(value = "财务状态")
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private Long financeStatus;
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/**
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* 未结款金额
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*/
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@ExcelProperty(value = "未结款金额")
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private BigDecimal unpaidAmount;
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/**
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* 创建时间
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*/
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@ExcelProperty(value = "创建时间")
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@JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
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private Date createTime;
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/**
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* 产品明细数量
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*/
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@ExcelProperty(value = "产品明细数量")
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private Integer itemCount;
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/**
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* 异议数量
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*/
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@ExcelProperty(value = "异议数量")
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private Integer objectionCount;
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}
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/**
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* 销售员统计内部类
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*/
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@Data
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public static class SalesmanStat {
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/**
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* 销售员
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*/
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@ExcelProperty(value = "销售员")
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private String salesman;
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/**
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* 订单数量
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*/
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@ExcelProperty(value = "订单数量")
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private Integer orderCount;
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/**
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* 销售金额
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*/
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@ExcelProperty(value = "销售金额")
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private BigDecimal salesAmount;
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/**
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* 占比
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*/
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@ExcelProperty(value = "占比(%)")
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private BigDecimal percentage;
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}
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/**
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* 客户等级统计内部类
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*/
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@Data
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public static class CustomerLevelStat {
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/**
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* 客户等级
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*/
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@ExcelProperty(value = "客户等级")
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private String customerLevel;
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/**
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* 客户数量
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*/
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@ExcelProperty(value = "客户数量")
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private Integer customerCount;
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/**
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* 订单数量
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*/
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@ExcelProperty(value = "订单数量")
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private Integer orderCount;
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/**
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* 销售金额
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*/
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@ExcelProperty(value = "销售金额")
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private BigDecimal salesAmount;
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}
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||||
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/**
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||||
* 行业统计内部类
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*/
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@Data
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public static class IndustryStat {
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/**
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* 行业
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*/
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@ExcelProperty(value = "行业")
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private String industry;
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/**
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* 客户数量
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*/
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@ExcelProperty(value = "客户数量")
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private Integer customerCount;
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/**
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||||
* 订单数量
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||||
*/
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@ExcelProperty(value = "订单数量")
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private Integer orderCount;
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/**
|
||||
* 销售金额
|
||||
*/
|
||||
@ExcelProperty(value = "销售金额")
|
||||
private BigDecimal salesAmount;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,57 @@
|
||||
package com.klp.crm.mapper;
|
||||
|
||||
import com.klp.crm.domain.vo.CrmSalesReportVo;
|
||||
import com.klp.crm.domain.bo.CrmSalesReportBo;
|
||||
import com.klp.common.core.mapper.BaseMapperPlus;
|
||||
import org.apache.ibatis.annotations.Param;
|
||||
|
||||
import java.util.List;
|
||||
|
||||
/**
|
||||
* 销售报表Mapper接口
|
||||
*
|
||||
* @author klp
|
||||
* @date 2025-12-29
|
||||
*/
|
||||
public interface CrmSalesReportMapper {
|
||||
|
||||
/**
|
||||
* 查询销售汇总统计数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 销售汇总统计
|
||||
*/
|
||||
CrmSalesReportVo.SalesSummary selectSalesSummary(@Param("bo") CrmSalesReportBo bo);
|
||||
|
||||
/**
|
||||
* 查询订单明细列表
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 订单明细列表
|
||||
*/
|
||||
List<CrmSalesReportVo.OrderDetail> selectOrderDetailList(@Param("bo") CrmSalesReportBo bo);
|
||||
|
||||
/**
|
||||
* 查询销售员统计数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 销售员统计列表
|
||||
*/
|
||||
List<CrmSalesReportVo.SalesmanStat> selectSalesmanStats(@Param("bo") CrmSalesReportBo bo);
|
||||
|
||||
/**
|
||||
* 查询客户等级统计数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 客户等级统计列表
|
||||
*/
|
||||
List<CrmSalesReportVo.CustomerLevelStat> selectCustomerLevelStats(@Param("bo") CrmSalesReportBo bo);
|
||||
|
||||
/**
|
||||
* 查询行业统计数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 行业统计列表
|
||||
*/
|
||||
List<CrmSalesReportVo.IndustryStat> selectIndustryStats(@Param("bo") CrmSalesReportBo bo);
|
||||
}
|
||||
@@ -0,0 +1,75 @@
|
||||
package com.klp.crm.service;
|
||||
|
||||
import com.klp.crm.domain.vo.CrmSalesReportVo;
|
||||
import com.klp.crm.domain.bo.CrmSalesReportBo;
|
||||
import com.klp.common.core.page.TableDataInfo;
|
||||
import com.klp.common.core.domain.PageQuery;
|
||||
|
||||
import java.util.List;
|
||||
|
||||
/**
|
||||
* 销售报表Service接口
|
||||
*
|
||||
* @author klp
|
||||
* @date 2025-12-29
|
||||
*/
|
||||
public interface ICrmSalesReportService {
|
||||
|
||||
/**
|
||||
* 查询销售报表汇总数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 销售报表汇总数据
|
||||
*/
|
||||
CrmSalesReportVo.SalesSummary querySalesSummary(CrmSalesReportBo bo);
|
||||
|
||||
/**
|
||||
* 分页查询销售报表订单明细
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @param pageQuery 分页参数
|
||||
* @return 订单明细分页数据
|
||||
*/
|
||||
TableDataInfo<CrmSalesReportVo.OrderDetail> queryOrderDetailPageList(CrmSalesReportBo bo, PageQuery pageQuery);
|
||||
|
||||
/**
|
||||
* 查询销售报表订单明细列表
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 订单明细列表
|
||||
*/
|
||||
List<CrmSalesReportVo.OrderDetail> queryOrderDetailList(CrmSalesReportBo bo);
|
||||
|
||||
/**
|
||||
* 查询完整销售报表数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @param pageQuery 分页参数
|
||||
* @return 完整销售报表数据
|
||||
*/
|
||||
CrmSalesReportVo queryFullSalesReport(CrmSalesReportBo bo, PageQuery pageQuery);
|
||||
|
||||
/**
|
||||
* 查询销售员统计数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 销售员统计列表
|
||||
*/
|
||||
List<CrmSalesReportVo.SalesmanStat> querySalesmanStats(CrmSalesReportBo bo);
|
||||
|
||||
/**
|
||||
* 查询客户等级统计数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 客户等级统计列表
|
||||
*/
|
||||
List<CrmSalesReportVo.CustomerLevelStat> queryCustomerLevelStats(CrmSalesReportBo bo);
|
||||
|
||||
/**
|
||||
* 查询行业统计数据
|
||||
*
|
||||
* @param bo 查询条件
|
||||
* @return 行业统计列表
|
||||
*/
|
||||
List<CrmSalesReportVo.IndustryStat> queryIndustryStats(CrmSalesReportBo bo);
|
||||
}
|
||||
@@ -0,0 +1,104 @@
|
||||
package com.klp.crm.service.impl;
|
||||
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.springframework.stereotype.Service;
|
||||
import com.klp.common.core.page.TableDataInfo;
|
||||
import com.klp.common.core.domain.PageQuery;
|
||||
import com.klp.common.utils.StringUtils;
|
||||
import com.klp.crm.domain.vo.CrmSalesReportVo;
|
||||
import com.klp.crm.domain.bo.CrmSalesReportBo;
|
||||
import com.klp.crm.mapper.CrmSalesReportMapper;
|
||||
import com.klp.crm.service.ICrmSalesReportService;
|
||||
import com.github.pagehelper.PageHelper;
|
||||
import com.github.pagehelper.PageInfo;
|
||||
|
||||
import java.util.List;
|
||||
|
||||
/**
|
||||
* 销售报表Service业务层处理
|
||||
*
|
||||
* @author klp
|
||||
* @date 2025-12-29
|
||||
*/
|
||||
@RequiredArgsConstructor
|
||||
@Service
|
||||
public class CrmSalesReportServiceImpl implements ICrmSalesReportService {
|
||||
|
||||
private final CrmSalesReportMapper baseMapper;
|
||||
|
||||
/**
|
||||
* 查询销售报表汇总数据
|
||||
*/
|
||||
@Override
|
||||
public CrmSalesReportVo.SalesSummary querySalesSummary(CrmSalesReportBo bo) {
|
||||
CrmSalesReportVo.SalesSummary summary = baseMapper.selectSalesSummary(bo);
|
||||
if (summary != null) {
|
||||
// 查询销售员统计
|
||||
summary.setSalesmanStats(baseMapper.selectSalesmanStats(bo));
|
||||
// 查询客户等级统计
|
||||
summary.setCustomerLevelStats(baseMapper.selectCustomerLevelStats(bo));
|
||||
// 查询行业统计
|
||||
summary.setIndustryStats(baseMapper.selectIndustryStats(bo));
|
||||
}
|
||||
return summary;
|
||||
}
|
||||
|
||||
/**
|
||||
* 分页查询销售报表订单明细
|
||||
*/
|
||||
@Override
|
||||
public TableDataInfo<CrmSalesReportVo.OrderDetail> queryOrderDetailPageList(CrmSalesReportBo bo, PageQuery pageQuery) {
|
||||
PageHelper.startPage(pageQuery.getPageNum(), pageQuery.getPageSize());
|
||||
List<CrmSalesReportVo.OrderDetail> list = baseMapper.selectOrderDetailList(bo);
|
||||
return TableDataInfo.build(list);
|
||||
}
|
||||
|
||||
/**
|
||||
* 查询销售报表订单明细列表
|
||||
*/
|
||||
@Override
|
||||
public List<CrmSalesReportVo.OrderDetail> queryOrderDetailList(CrmSalesReportBo bo) {
|
||||
return baseMapper.selectOrderDetailList(bo);
|
||||
}
|
||||
|
||||
/**
|
||||
* 查询完整销售报表数据
|
||||
*/
|
||||
@Override
|
||||
public CrmSalesReportVo queryFullSalesReport(CrmSalesReportBo bo, PageQuery pageQuery) {
|
||||
CrmSalesReportVo reportVo = new CrmSalesReportVo();
|
||||
|
||||
// 查询汇总数据
|
||||
reportVo.setSalesSummary(querySalesSummary(bo));
|
||||
|
||||
// 查询订单明细（分页）
|
||||
TableDataInfo<CrmSalesReportVo.OrderDetail> orderDetailPage = queryOrderDetailPageList(bo, pageQuery);
|
||||
reportVo.setOrderDetails(orderDetailPage.getRows());
|
||||
|
||||
return reportVo;
|
||||
}
|
||||
|
||||
/**
|
||||
* 查询销售员统计数据
|
||||
*/
|
||||
@Override
|
||||
public List<CrmSalesReportVo.SalesmanStat> querySalesmanStats(CrmSalesReportBo bo) {
|
||||
return baseMapper.selectSalesmanStats(bo);
|
||||
}
|
||||
|
||||
/**
|
||||
* 查询客户等级统计数据
|
||||
*/
|
||||
@Override
|
||||
public List<CrmSalesReportVo.CustomerLevelStat> queryCustomerLevelStats(CrmSalesReportBo bo) {
|
||||
return baseMapper.selectCustomerLevelStats(bo);
|
||||
}
|
||||
|
||||
/**
|
||||
* 查询行业统计数据
|
||||
*/
|
||||
@Override
|
||||
public List<CrmSalesReportVo.IndustryStat> queryIndustryStats(CrmSalesReportBo bo) {
|
||||
return baseMapper.selectIndustryStats(bo);
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user