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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196
klp-crm/src/main/resources/mapper/klp/CrmSalesReportMapper.xml
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196
klp-crm/src/main/resources/mapper/klp/CrmSalesReportMapper.xml
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<?xml version="1.0" encoding="UTF-8" ?>
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<!DOCTYPE mapper
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PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
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"http://mybatis.org/dtd/mybatis-3-mapper.dtd">
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<mapper namespace="com.klp.crm.mapper.CrmSalesReportMapper">
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<!-- 通用查询条件 -->
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<sql id="selectCondition">
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<where>
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o.del_flag = 0 AND c.del_flag = 0
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<if test="bo.startTime != null">
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AND DATE(o.create_time) >= #{bo.startTime}
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</if>
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<if test="bo.endTime != null">
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AND DATE(o.create_time) <= #{bo.endTime}
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</if>
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<if test="bo.salesmanList != null and bo.salesmanList.size() > 0">
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AND o.salesman IN
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<foreach collection="bo.salesmanList" item="salesman" open="(" separator="," close=")">
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#{salesman}
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</foreach>
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</if>
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<if test="bo.customerIdList != null and bo.customerIdList.size() > 0">
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AND o.customer_id IN
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<foreach collection="bo.customerIdList" item="customerId" open="(" separator="," close=")">
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#{customerId}
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</foreach>
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</if>
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<if test="bo.customerLevelList != null and bo.customerLevelList.size() > 0">
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AND c.customer_level IN
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<foreach collection="bo.customerLevelList" item="level" open="(" separator="," close=")">
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#{level}
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</foreach>
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</if>
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<if test="bo.industryList != null and bo.industryList.size() > 0">
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AND c.industry IN
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<foreach collection="bo.industryList" item="industry" open="(" separator="," close=")">
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#{industry}
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</foreach>
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</if>
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<if test="bo.orderStatusList != null and bo.orderStatusList.size() > 0">
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AND o.order_status IN
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<foreach collection="bo.orderStatusList" item="status" open="(" separator="," close=")">
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#{status}
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</foreach>
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</if>
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<if test="bo.financeStatusList != null and bo.financeStatusList.size() > 0">
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AND o.finance_status IN
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<foreach collection="bo.financeStatusList" item="status" open="(" separator="," close=")">
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#{status}
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</foreach>
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</if>
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<if test="bo.orderTypeList != null and bo.orderTypeList.size() > 0">
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AND o.order_type IN
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<foreach collection="bo.orderTypeList" item="type" open="(" separator="," close=")">
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#{type}
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</foreach>
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</if>
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<if test="bo.minOrderAmount != null">
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AND o.order_amount >= #{bo.minOrderAmount}
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</if>
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<if test="bo.maxOrderAmount != null">
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AND o.order_amount <= #{bo.maxOrderAmount}
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</if>
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<if test="bo.onlyUnpaidOrders != null and bo.onlyUnpaidOrders == true">
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AND o.unpaid_amount > 0
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</if>
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<if test="bo.companyNameKeyword != null and bo.companyNameKeyword != ''">
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AND c.company_name LIKE CONCAT('%', #{bo.companyNameKeyword}, '%')
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</if>
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<if test="bo.orderCodeKeyword != null and bo.orderCodeKeyword != ''">
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AND o.order_code LIKE CONCAT('%', #{bo.orderCodeKeyword}, '%')
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</if>
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<if test="bo.includeObjectionOrders != null and bo.includeObjectionOrders == false">
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AND NOT EXISTS (
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SELECT 1 FROM crm_sales_objection obj
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WHERE obj.order_id = o.order_id AND obj.del_flag = 0
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)
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</if>
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</where>
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</sql>
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<!-- 查询销售汇总统计数据 -->
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<select id="selectSalesSummary" resultType="com.klp.crm.domain.vo.CrmSalesReportVo$SalesSummary">
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SELECT
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COUNT(o.order_id) as totalOrderCount,
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COALESCE(SUM(o.order_amount), 0) as totalSalesAmount,
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COUNT(CASE WHEN o.order_status = 3 THEN 1 END) as completedOrderCount,
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COALESCE(SUM(CASE WHEN o.order_status = 3 THEN o.order_amount ELSE 0 END), 0) as completedSalesAmount,
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COALESCE(SUM(o.unpaid_amount), 0) as totalUnpaidAmount,
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COALESCE(AVG(o.order_amount), 0) as avgOrderAmount
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FROM crm_order o
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LEFT JOIN crm_customer c ON o.customer_id = c.customer_id
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<include refid="selectCondition"/>
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</select>
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<!-- 查询订单明细列表 -->
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<select id="selectOrderDetailList" resultType="com.klp.crm.domain.vo.CrmSalesReportVo$OrderDetail">
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SELECT
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o.order_id,
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o.order_code,
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c.customer_code,
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c.company_name,
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c.contact_person,
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c.customer_level,
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c.industry,
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o.order_amount,
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o.salesman,
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o.delivery_date,
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o.order_status,
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o.finance_status,
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o.unpaid_amount,
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o.create_time,
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COALESCE(item_stats.item_count, 0) as itemCount,
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COALESCE(obj_stats.objection_count, 0) as objectionCount
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FROM crm_order o
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LEFT JOIN crm_customer c ON o.customer_id = c.customer_id
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LEFT JOIN (
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SELECT
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order_id,
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COUNT(*) as item_count
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FROM crm_order_item
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WHERE del_flag = 0
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GROUP BY order_id
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) item_stats ON o.order_id = item_stats.order_id
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LEFT JOIN (
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SELECT
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order_id,
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COUNT(*) as objection_count
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FROM crm_sales_objection
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WHERE del_flag = 0
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GROUP BY order_id
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) obj_stats ON o.order_id = obj_stats.order_id
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<include refid="selectCondition"/>
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<choose>
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<when test="bo.orderBy != null and bo.orderBy != ''">
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ORDER BY ${bo.orderBy}
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<if test="bo.sortDirection != null and bo.sortDirection != ''">
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${bo.sortDirection}
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</if>
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</when>
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<otherwise>
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ORDER BY o.create_time DESC
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</otherwise>
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</choose>
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</select>
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<!-- 查询销售员统计数据 -->
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<select id="selectSalesmanStats" resultType="com.klp.crm.domain.vo.CrmSalesReportVo$SalesmanStat">
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SELECT
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o.salesman,
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COUNT(o.order_id) as orderCount,
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COALESCE(SUM(o.order_amount), 0) as salesAmount,
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ROUND(
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COALESCE(SUM(o.order_amount), 0) * 100.0 /
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NULLIF((SELECT SUM(order_amount) FROM crm_order o2
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LEFT JOIN crm_customer c2 ON o2.customer_id = c2.customer_id
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<include refid="selectCondition"/>), 0),
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2
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) as percentage
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FROM crm_order o
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LEFT JOIN crm_customer c ON o.customer_id = c.customer_id
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<include refid="selectCondition"/>
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GROUP BY o.salesman
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ORDER BY salesAmount DESC
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</select>
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<!-- 查询客户等级统计数据 -->
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<select id="selectCustomerLevelStats" resultType="com.klp.crm.domain.vo.CrmSalesReportVo$CustomerLevelStat">
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SELECT
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c.customer_level,
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COUNT(DISTINCT c.customer_id) as customerCount,
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COUNT(o.order_id) as orderCount,
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COALESCE(SUM(o.order_amount), 0) as salesAmount
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FROM crm_order o
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LEFT JOIN crm_customer c ON o.customer_id = c.customer_id
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<include refid="selectCondition"/>
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GROUP BY c.customer_level
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ORDER BY salesAmount DESC
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</select>
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<!-- 查询行业统计数据 -->
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<select id="selectIndustryStats" resultType="com.klp.crm.domain.vo.CrmSalesReportVo$IndustryStat">
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SELECT
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COALESCE(c.industry, '未分类') as industry,
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COUNT(DISTINCT c.customer_id) as customerCount,
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COUNT(o.order_id) as orderCount,
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COALESCE(SUM(o.order_amount), 0) as salesAmount
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FROM crm_order o
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LEFT JOIN crm_customer c ON o.customer_id = c.customer_id
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<include refid="selectCondition"/>
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GROUP BY c.industry
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ORDER BY salesAmount DESC
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</select>
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</mapper>
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