Merge remote-tracking branch 'origin/master-jdk17' into master-jdk17

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/performance/CrmPerformanceConfigController.java

@@ -0,0 +1,149 @@
+package cn.iocoder.yudao.module.crm.controller.admin.performance;
+
+import cn.hutool.core.collection.CollUtil;
+import cn.iocoder.yudao.framework.common.pojo.CommonResult;
+import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
+import cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config.CrmPerformanceConfigPageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config.CrmPerformanceConfigRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config.CrmPerformanceConfigSaveReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.performance.CrmPerformanceConfigDO;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigObjectTypeEnum;
+import cn.iocoder.yudao.module.crm.service.performance.CrmPerformanceConfigService;
+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 io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.Parameter;
+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.*;
+
+import java.util.List;
+import java.util.Map;
+import java.util.Objects;
+
+import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
+import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
+import static java.util.Collections.emptyList;
+import static java.util.Collections.singletonList;
+
+@Tag(name = "管理后台 - CRM 业绩目标设置")
+@RestController
+@RequestMapping("/crm/performance-config")
+@Validated
+public class CrmPerformanceConfigController {
+
+    @Resource
+    private CrmPerformanceConfigService performanceConfigService;
+
+    @Resource
+    private DeptApi deptApi;
+    @Resource
+    private AdminUserApi adminUserApi;
+
+    @PostMapping("/create")
+    @Operation(summary = "创建业绩目标")
+    @PreAuthorize("@ss.hasPermission('crm:performance-config:create')")
+    public CommonResult<Long> createPerformanceConfig(@Valid @RequestBody CrmPerformanceConfigSaveReqVO createReqVO) {
+        return success(performanceConfigService.createPerformanceConfig(createReqVO));
+    }
+
+    @PutMapping("/update")
+    @Operation(summary = "更新业绩目标")
+    @PreAuthorize("@ss.hasPermission('crm:performance-config:update')")
+    public CommonResult<Boolean> updatePerformanceConfig(@Valid @RequestBody CrmPerformanceConfigSaveReqVO updateReqVO) {
+        performanceConfigService.updatePerformanceConfig(updateReqVO);
+        return success(true);
+    }
+
+    @DeleteMapping("/delete")
+    @Operation(summary = "删除业绩目标")
+    @Parameter(name = "id", description = "编号", required = true)
+    @PreAuthorize("@ss.hasPermission('crm:performance-config:delete')")
+    public CommonResult<Boolean> deletePerformanceConfig(@RequestParam("id") Long id) {
+        performanceConfigService.deletePerformanceConfig(id);
+        return success(true);
+    }
+
+    @GetMapping("/get")
+    @Operation(summary = "获得业绩目标")
+    @Parameter(name = "id", description = "编号", required = true, example = "1024")
+    @PreAuthorize("@ss.hasPermission('crm:performance-config:query')")
+    public CommonResult<CrmPerformanceConfigRespVO> getPerformanceConfig(@RequestParam("id") Long id) {
+        // 1. 获取业绩目标
+        CrmPerformanceConfigDO performanceConfig = performanceConfigService.getPerformanceConfig(id);
+        // 2. 拼接数据
+        return success(buildPerformanceConfigDetail(performanceConfig));
+    }
+
+    private CrmPerformanceConfigRespVO buildPerformanceConfigDetail(CrmPerformanceConfigDO performanceConfig) {
+        if (performanceConfig == null) {
+            return null;
+        }
+        // 1. 转换成 VO
+        CrmPerformanceConfigRespVO respVO = BeanUtils.toBean(performanceConfig, CrmPerformanceConfigRespVO.class);
+        // 2. 拼接目标对象名称
+        return buildPerformanceConfigObjectName(respVO);
+    }
+
+    @GetMapping("/page")
+    @Operation(summary = "获得业绩目标分页")
+    @PreAuthorize("@ss.hasPermission('crm:performance-config:query')")
+    public CommonResult<PageResult<CrmPerformanceConfigRespVO>> getPerformanceConfigPage(@Valid CrmPerformanceConfigPageReqVO pageReqVO) {
+        // 1. 查询业绩目标分页
+        PageResult<CrmPerformanceConfigDO> pageResult = performanceConfigService.getPerformanceConfigPage(pageReqVO);
+        if (CollUtil.isEmpty(pageResult.getList())) {
+            return success(PageResult.empty(pageResult.getTotal()));
+        }
+        // 2. 拼接数据
+        return success(BeanUtils.toBean(pageResult, CrmPerformanceConfigRespVO.class)
+                .setList(buildPerformanceConfigDetailList(pageResult.getList())));
+    }
+
+    private List<CrmPerformanceConfigRespVO> buildPerformanceConfigDetailList(List<CrmPerformanceConfigDO> list) {
+        if (CollUtil.isEmpty(list)) {
+            return emptyList();
+        }
+        // 1. 转换成 VO
+        List<CrmPerformanceConfigRespVO> voList = BeanUtils.toBean(list, CrmPerformanceConfigRespVO.class);
+        // 2. 拼接目标对象名称
+        return buildPerformanceConfigObjectNameList(voList);
+    }
+
+    // ========== VO 拼装 ==========
+
+    private CrmPerformanceConfigRespVO buildPerformanceConfigObjectName(CrmPerformanceConfigRespVO config) {
+        if (config == null) {
+            return null;
+        }
+        return buildPerformanceConfigObjectNameList(singletonList(config)).get(0);
+    }
+
+    private List<CrmPerformanceConfigRespVO> buildPerformanceConfigObjectNameList(List<CrmPerformanceConfigRespVO> list) {
+        if (CollUtil.isEmpty(list)) {
+            return emptyList();
+        }
+        // 1.1 获取部门列表
+        Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(list, CrmPerformanceConfigRespVO::getObjectId,
+                item -> Objects.equals(item.getObjectType(), CrmPerformanceConfigObjectTypeEnum.DEPT.getObjectType())));
+        // 1.2 获取员工列表
+        Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertSet(list, CrmPerformanceConfigRespVO::getObjectId,
+                item -> Objects.equals(item.getObjectType(), CrmPerformanceConfigObjectTypeEnum.USER.getObjectType())));
+        // 2. 设置目标对象名称
+        list.forEach(item -> {
+            if (Objects.equals(item.getObjectType(), CrmPerformanceConfigObjectTypeEnum.DEPT.getObjectType())) {
+                findAndThen(deptMap, item.getObjectId(), dept -> item.setObjectName(dept.getName()));
+            } else if (Objects.equals(item.getObjectType(), CrmPerformanceConfigObjectTypeEnum.USER.getObjectType())) {
+                findAndThen(userMap, item.getObjectId(), user -> item.setObjectName(user.getNickname()));
+            }
+        });
+        return list;
+    }
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/performance/vo/config/CrmPerformanceConfigPageReqVO.java

@@ -0,0 +1,32 @@
+package cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config;
+
+import cn.iocoder.yudao.framework.common.pojo.PageParam;
+import cn.iocoder.yudao.framework.common.validation.InEnum;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigObjectTypeEnum;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+import lombok.ToString;
+
+@Schema(description = "管理后台 - CRM 业绩目标设置分页 Request VO")
+@Data
+@EqualsAndHashCode(callSuper = true)
+@ToString(callSuper = true)
+public class CrmPerformanceConfigPageReqVO extends PageParam {
+
+    @Schema(description = "目标对象编号", example = "1")
+    private Long objectId;
+
+    @Schema(description = "目标对象类型", example = "2")
+    @InEnum(value = CrmPerformanceConfigObjectTypeEnum.class, message = "目标对象类型，必须是 {value}")
+    private Integer objectType;
+
+    @Schema(description = "年份", example = "2026")
+    private Integer year;
+
+    @Schema(description = "目标类型", example = "5")
+    @InEnum(value = CrmPerformanceConfigBizTypeEnum.class, message = "目标类型，必须是 {value}")
+    private Integer bizType;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/performance/vo/config/CrmPerformanceConfigRespVO.java

@@ -0,0 +1,74 @@
+package cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.math.BigDecimal;
+import java.time.LocalDateTime;
+
+@Schema(description = "管理后台 - CRM 业绩目标设置 Response VO")
+@Data
+public class CrmPerformanceConfigRespVO {
+
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Long id;
+
+    @Schema(description = "目标对象编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Long objectId;
+
+    @Schema(description = "目标对象名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "销售部")
+    private String objectName;
+
+    @Schema(description = "目标对象类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private Integer objectType;
+
+    @Schema(description = "年份", requiredMode = Schema.RequiredMode.REQUIRED, example = "2026")
+    private Integer year;
+
+    @Schema(description = "一月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal januaryTargetPrice;
+
+    @Schema(description = "二月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal februaryTargetPrice;
+
+    @Schema(description = "三月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal marchTargetPrice;
+
+    @Schema(description = "四月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal aprilTargetPrice;
+
+    @Schema(description = "五月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal mayTargetPrice;
+
+    @Schema(description = "六月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal juneTargetPrice;
+
+    @Schema(description = "七月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal julyTargetPrice;
+
+    @Schema(description = "八月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal augustTargetPrice;
+
+    @Schema(description = "九月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal septemberTargetPrice;
+
+    @Schema(description = "十月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal octoberTargetPrice;
+
+    @Schema(description = "十一月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal novemberTargetPrice;
+
+    @Schema(description = "十二月目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal decemberTargetPrice;
+
+    @Schema(description = "目标类型",
+            requiredMode = Schema.RequiredMode.REQUIRED, example = "5")
+    private Integer bizType;
+
+    @Schema(description = "年度目标金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    private BigDecimal yearTargetPrice;
+
+    @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
+    private LocalDateTime createTime;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/performance/vo/config/CrmPerformanceConfigSaveReqVO.java

@@ -0,0 +1,74 @@
+package cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config;
+
+import cn.iocoder.yudao.framework.common.validation.InEnum;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigObjectTypeEnum;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+@Schema(description = "管理后台 - CRM 业绩目标设置新增/修改 Request VO")
+@Data
+public class CrmPerformanceConfigSaveReqVO {
+
+    @Schema(description = "编号", example = "1")
+    private Long id;
+
+    @Schema(description = "目标对象编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    @NotNull(message = "目标对象编号不能为空")
+    private Long objectId;
+
+    @Schema(description = "目标对象类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    @NotNull(message = "目标对象类型不能为空")
+    @InEnum(value = CrmPerformanceConfigObjectTypeEnum.class, message = "目标对象类型，必须是 {value}")
+    private Integer objectType;
+
+    @Schema(description = "年份", requiredMode = Schema.RequiredMode.REQUIRED, example = "2026")
+    @NotNull(message = "年份不能为空")
+    private Integer year;
+
+    @Schema(description = "一月目标金额")
+    private BigDecimal januaryTargetPrice;
+
+    @Schema(description = "二月目标金额")
+    private BigDecimal februaryTargetPrice;
+
+    @Schema(description = "三月目标金额")
+    private BigDecimal marchTargetPrice;
+
+    @Schema(description = "四月目标金额")
+    private BigDecimal aprilTargetPrice;
+
+    @Schema(description = "五月目标金额")
+    private BigDecimal mayTargetPrice;
+
+    @Schema(description = "六月目标金额")
+    private BigDecimal juneTargetPrice;
+
+    @Schema(description = "七月目标金额")
+    private BigDecimal julyTargetPrice;
+
+    @Schema(description = "八月目标金额")
+    private BigDecimal augustTargetPrice;
+
+    @Schema(description = "九月目标金额")
+    private BigDecimal septemberTargetPrice;
+
+    @Schema(description = "十月目标金额")
+    private BigDecimal octoberTargetPrice;
+
+    @Schema(description = "十一月目标金额")
+    private BigDecimal novemberTargetPrice;
+
+    @Schema(description = "十二月目标金额")
+    private BigDecimal decemberTargetPrice;
+
+    @Schema(description = "目标类型",
+            requiredMode = Schema.RequiredMode.REQUIRED, example = "5")
+    @NotNull(message = "目标类型不能为空")
+    @InEnum(value = CrmPerformanceConfigBizTypeEnum.class, message = "目标类型，必须是 {value}")
+    private Integer bizType;
+
+}

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

@@ -45,6 +45,13 @@ public class CrmStatisticsFunnelController {
         return success(funnelService.getBusinessSummaryByEndStatus(reqVO));
     }
 
+    @GetMapping("/get-business-summary-by-status")
+    @Operation(summary = "获取商机阶段统计", description = "用于【销售漏斗】页面的【销售漏斗分析】")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')")
+    public CommonResult<List<CrmStatisticsBusinessSummaryByStatusRespVO>> getBusinessSummaryByStatus(@Valid CrmStatisticsFunnelReqVO reqVO) {
+        return success(funnelService.getBusinessSummaryByStatus(reqVO));
+    }
+
     @GetMapping("/get-business-summary-by-date")
     @Operation(summary = "获取新增商机分析(按日期)", description = "用于【销售漏斗】页面")
     @PreAuthorize("@ss.hasPermission('crm:statistics-funnel:query')")

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

@@ -3,6 +3,7 @@ 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.performance.CrmStatisticsPerformanceReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceSummaryRespVO;
 import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsPerformanceService;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.tags.Tag;
@@ -49,4 +50,11 @@ public class CrmStatisticsPerformanceController {
         return success(performanceService.getReceivablePricePerformance(performanceReqVO));
     }
 
+    @GetMapping("/get-contract-summary")
+    @Operation(summary = "合同汇总表")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-performance:query')")
+    public CommonResult<List<CrmStatisticsPerformanceSummaryRespVO>> getContractSummary(@Valid CrmStatisticsPerformanceReqVO performanceReqVO) {
+        return success(performanceService.getContractSummary(performanceReqVO));
+    }
+
 }

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

@@ -0,0 +1,37 @@
+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.performance.CrmStatisticsPerformanceTargetReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetRespVO;
+import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsPerformanceTargetService;
+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 业绩目标统计")
+@RestController
+@RequestMapping("/crm/statistics-performance-target")
+@Validated
+public class CrmStatisticsPerformanceTargetController {
+
+    @Resource
+    private CrmStatisticsPerformanceTargetService performanceTargetService;
+
+    @GetMapping("/get-performance-target-summary")
+    @Operation(summary = "获取业绩目标完成情况")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-performance-target:query')")
+    public CommonResult<List<CrmStatisticsPerformanceTargetRespVO>> getPerformanceTargetSummary(@Valid CrmStatisticsPerformanceTargetReqVO reqVO) {
+        return success(performanceTargetService.getPerformanceTargetSummary(reqVO));
+    }
+
+}

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

@@ -0,0 +1,45 @@
+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.product.CrmStatisticsProductCategoryRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductSalesRespVO;
+import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsProductService;
+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 产品统计")
+@RestController
+@RequestMapping("/crm/statistics-product")
+@Validated
+public class CrmStatisticsProductController {
+
+    @Resource
+    private CrmStatisticsProductService productService;
+
+    @GetMapping("/get-product-sales-list")
+    @Operation(summary = "获取产品销售情况统计")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-product:query')")
+    public CommonResult<List<CrmStatisticsProductSalesRespVO>> getProductSalesList(@Valid CrmStatisticsProductReqVO reqVO) {
+        return success(productService.getProductSalesList(reqVO));
+    }
+
+    @GetMapping("/get-product-category-summary")
+    @Operation(summary = "获取产品分类销售分析")
+    @PreAuthorize("@ss.hasPermission('crm:statistics-product:query')")
+    public CommonResult<List<CrmStatisticsProductCategoryRespVO>> getProductCategorySummary(@Valid CrmStatisticsProductReqVO reqVO) {
+        return success(productService.getProductCategorySummary(reqVO));
+    }
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsBusinessSummaryByStatusRespVO.java

@@ -0,0 +1,34 @@
+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 商机阶段统计 Response VO")
+@NoArgsConstructor
+@AllArgsConstructor
+@Data
+public class CrmStatisticsBusinessSummaryByStatusRespVO {
+
+    @Schema(description = "商机阶段编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Long statusId;
+
+    @Schema(description = "商机阶段名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "初步接洽")
+    private String statusName;
+
+    @Schema(description = "赢单率，百分比", requiredMode = Schema.RequiredMode.REQUIRED, example = "50")
+    private Integer statusPercent;
+
+    @Schema(description = "排序", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer sort;
+
+    @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;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/funnel/CrmStatisticsFunnelReqVO.java

@@ -28,6 +28,9 @@ public class CrmStatisticsFunnelReqVO extends PageParam {
     @Schema(description = "负责人用户 id", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "1")
     private Long userId;
 
+    @Schema(description = "商机状态组编号", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "1")
+    private Long statusTypeId;
+
     /**
      * 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

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/performance/CrmStatisticsPerformanceSummaryRespVO.java

@@ -0,0 +1,27 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+@Schema(description = "管理后台 - CRM 员工业绩合同汇总 Response VO")
+@Data
+public class CrmStatisticsPerformanceSummaryRespVO {
+
+    @Schema(description = "时间轴", requiredMode = Schema.RequiredMode.REQUIRED, example = "202401")
+    private String time;
+
+    @Schema(description = "合同数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "10")
+    private Integer contractCount;
+
+    @Schema(description = "合同金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "10000.00")
+    private BigDecimal contractPrice;
+
+    @Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "8000.00")
+    private BigDecimal receivablePrice;
+
+    @Schema(description = "未回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "2000.00")
+    private BigDecimal unreceivedPrice;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/performance/CrmStatisticsPerformanceTargetActualRespVO.java

@@ -0,0 +1,20 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.experimental.Accessors;
+
+import java.math.BigDecimal;
+
+@Schema(description = "管理后台 - CRM 业绩目标完成实际值 Response VO")
+@Data
+@Accessors(chain = true)
+public class CrmStatisticsPerformanceTargetActualRespVO {
+
+    @Schema(description = "月份", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer month;
+
+    @Schema(description = "完成金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "8000.00")
+    private BigDecimal currentPrice;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/performance/CrmStatisticsPerformanceTargetReqVO.java

@@ -0,0 +1,35 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance;
+
+import cn.iocoder.yudao.framework.common.validation.InEnum;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigBizTypeEnum;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+
+import java.util.List;
+
+@Schema(description = "管理后台 - CRM 业绩目标完成情况 Request VO")
+@Data
+public class CrmStatisticsPerformanceTargetReqVO {
+
+    @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    @NotNull(message = "部门 id 不能为空")
+    private Long deptId;
+
+    @Schema(description = "负责人用户 id", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "1")
+    private Long userId;
+
+    @Schema(description = "负责人用户 id 集合", hidden = true, example = "2")
+    private List<Long> userIds;
+
+    @Schema(description = "年份", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024")
+    @NotNull(message = "年份不能为空")
+    private Integer year;
+
+    @Schema(description = "目标类型",
+            requiredMode = Schema.RequiredMode.REQUIRED, example = "5")
+    @NotNull(message = "目标类型不能为空")
+    @InEnum(value = CrmPerformanceConfigBizTypeEnum.class, message = "目标类型，必须是 {value}")
+    private Integer bizType;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/performance/CrmStatisticsPerformanceTargetRespVO.java

@@ -0,0 +1,26 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.experimental.Accessors;
+
+import java.math.BigDecimal;
+
+@Schema(description = "管理后台 - CRM 业绩目标完成情况 Response VO")
+@Data
+@Accessors(chain = true)
+public class CrmStatisticsPerformanceTargetRespVO {
+
+    @Schema(description = "月份", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer month;
+
+    @Schema(description = "目标金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "10000.00")
+    private BigDecimal targetPrice;
+
+    @Schema(description = "完成金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "8000.00")
+    private BigDecimal currentPrice;
+
+    @Schema(description = "完成率", requiredMode = Schema.RequiredMode.REQUIRED, example = "80.00")
+    private BigDecimal completionRate;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/product/CrmStatisticsProductCategoryRespVO.java

@@ -0,0 +1,27 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+@Schema(description = "管理后台 - CRM 产品分类销售分析 Response VO")
+@Data
+public class CrmStatisticsProductCategoryRespVO {
+
+    @Schema(description = "产品分类编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10")
+    private Long categoryId;
+
+    @Schema(description = "产品分类名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "软件")
+    private String categoryName;
+
+    @Schema(description = "合同数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "3")
+    private Integer contractCount;
+
+    @Schema(description = "销售数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "20")
+    private BigDecimal productCount;
+
+    @Schema(description = "销售金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "20000.00")
+    private BigDecimal productTotalPrice;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/product/CrmStatisticsProductReqVO.java

@@ -0,0 +1,44 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotEmpty;
+import jakarta.validation.constraints.NotNull;
+import jakarta.validation.constraints.Size;
+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 产品分析 Request VO")
+@Data
+public class CrmStatisticsProductReqVO {
+
+    @Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    @NotNull(message = "部门 id 不能为空")
+    private Long deptId;
+
+    @Schema(description = "负责人用户 id", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "1")
+    private Long userId;
+
+    @Schema(description = "负责人用户 id 集合", hidden = true, example = "2")
+    private List<Long> userIds;
+
+    @Schema(description = "时间范围", requiredMode = Schema.RequiredMode.REQUIRED)
+    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
+    @NotEmpty(message = "请选择时间范围")
+    @Size(min = 2, max = 2, message = "请选择时间范围")
+    private LocalDateTime[] times;
+
+    @Schema(description = "产品分类编号", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "10")
+    private Long categoryId;
+
+    @Schema(description = "产品分类编号集合", hidden = true, example = "10")
+    private List<Long> categoryIds;
+
+    @Schema(description = "产品编号", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "20")
+    private Long productId;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/product/CrmStatisticsProductSalesRespVO.java

@@ -0,0 +1,54 @@
+package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+@Schema(description = "管理后台 - CRM 产品销售情况 Response VO")
+@Data
+public class CrmStatisticsProductSalesRespVO {
+
+    @Schema(description = "产品分类编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10")
+    private Long categoryId;
+
+    @Schema(description = "产品分类名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "软件")
+    private String categoryName;
+
+    @Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20")
+    private Long productId;
+
+    @Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "CRM 专业版")
+    private String productName;
+
+    @Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30")
+    private Long contractId;
+
+    @Schema(description = "合同编码", requiredMode = Schema.RequiredMode.REQUIRED, example = "HT20240101001")
+    private String contractNo;
+
+    @Schema(description = "合同名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "CRM 采购合同")
+    private String contractName;
+
+    @Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Long ownerUserId;
+
+    @Schema(description = "负责人姓名", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
+    private String ownerUserName;
+
+    @Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "40")
+    private Long customerId;
+
+    @Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "测试客户")
+    private String customerName;
+
+    @Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "100.00")
+    private BigDecimal productPrice;
+
+    @Schema(description = "销售数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private BigDecimal productCount;
+
+    @Schema(description = "销售金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "200.00")
+    private BigDecimal productTotalPrice;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/performance/CrmPerformanceConfigDO.java

@@ -0,0 +1,107 @@
+package cn.iocoder.yudao.module.crm.dal.dataobject.performance;
+
+import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigObjectTypeEnum;
+import com.baomidou.mybatisplus.annotation.KeySequence;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import lombok.*;
+
+import java.math.BigDecimal;
+
+/**
+ * CRM 业绩目标 DO
+ *
+ * @author 芋道源码
+ */
+@TableName("crm_performance_config")
+@KeySequence("crm_performance_config_seq")
+@Data
+@EqualsAndHashCode(callSuper = true)
+@ToString(callSuper = true)
+@Builder
+@NoArgsConstructor
+@AllArgsConstructor
+public class CrmPerformanceConfigDO extends BaseDO {
+
+    /**
+     * 编号
+     */
+    @TableId
+    private Long id;
+    /**
+     * 目标类型
+     *
+     * 枚举 {@link CrmPerformanceConfigBizTypeEnum}
+     */
+    private Integer bizType;
+    /**
+     * 目标对象编号
+     */
+    private Long objectId;
+    /**
+     * 目标对象类型
+     *
+     * 枚举 {@link CrmPerformanceConfigObjectTypeEnum}
+     */
+    private Integer objectType;
+
+    /**
+     * 年份
+     */
+    private Integer year;
+    /**
+     * 年度目标金额
+     */
+    private BigDecimal yearTargetPrice;
+    /**
+     * 一月目标金额
+     */
+    private BigDecimal januaryTargetPrice;
+    /**
+     * 二月目标金额
+     */
+    private BigDecimal februaryTargetPrice;
+    /**
+     * 三月目标金额
+     */
+    private BigDecimal marchTargetPrice;
+    /**
+     * 四月目标金额
+     */
+    private BigDecimal aprilTargetPrice;
+    /**
+     * 五月目标金额
+     */
+    private BigDecimal mayTargetPrice;
+    /**
+     * 六月目标金额
+     */
+    private BigDecimal juneTargetPrice;
+    /**
+     * 七月目标金额
+     */
+    private BigDecimal julyTargetPrice;
+    /**
+     * 八月目标金额
+     */
+    private BigDecimal augustTargetPrice;
+    /**
+     * 九月目标金额
+     */
+    private BigDecimal septemberTargetPrice;
+    /**
+     * 十月目标金额
+     */
+    private BigDecimal octoberTargetPrice;
+    /**
+     * 十一月目标金额
+     */
+    private BigDecimal novemberTargetPrice;
+    /**
+     * 十二月目标金额
+     */
+    private BigDecimal decemberTargetPrice;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/permission/CrmOwnerRecordDO.java

@@ -0,0 +1,49 @@
+package cn.iocoder.yudao.module.crm.dal.dataobject.permission;
+
+import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import com.baomidou.mybatisplus.annotation.KeySequence;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import lombok.*;
+
+/**
+ * CRM 负责人变更记录 DO
+ *
+ * @author 芋道源码
+ */
+@TableName("crm_owner_record")
+@KeySequence("crm_owner_record_seq")
+@Data
+@EqualsAndHashCode(callSuper = true)
+@ToString(callSuper = true)
+@Builder
+@NoArgsConstructor
+@AllArgsConstructor
+public class CrmOwnerRecordDO extends BaseDO {
+
+    /**
+     * 编号
+     */
+    @TableId
+    private Long id;
+    /**
+     * CRM 业务类型
+     *
+     * 枚举 {@link CrmBizTypeEnum}
+     */
+    private Integer bizType;
+    /**
+     * CRM 业务编号
+     */
+    private Long bizId;
+    /**
+     * 变更前负责人
+     */
+    private Long preOwnerUserId;
+    /**
+     * 变更后负责人
+     */
+    private Long postOwnerUserId;
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java

@@ -72,6 +72,7 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
     default PageResult<CrmBusinessDO> selectPage(CrmStatisticsFunnelReqVO pageVO) {
         return selectPage(pageVO, new LambdaQueryWrapperX<CrmBusinessDO>()
                 .in(CrmBusinessDO::getOwnerUserId, pageVO.getUserIds())
+                .eqIfPresent(CrmBusinessDO::getStatusTypeId, pageVO.getStatusTypeId())
                 .betweenIfPresent(CrmBusinessDO::getCreateTime, pageVO.getTimes()));
     }
 

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/performance/CrmPerformanceConfigMapper.java

@@ -0,0 +1,53 @@
+package cn.iocoder.yudao.module.crm.dal.mysql.performance;
+
+import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
+import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
+import cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config.CrmPerformanceConfigPageReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.performance.CrmPerformanceConfigDO;
+import org.apache.ibatis.annotations.Mapper;
+
+import java.util.Collection;
+import java.util.List;
+
+/**
+ * CRM 业绩目标配置 Mapper
+ *
+ * @author 芋道源码
+ */
+@Mapper
+public interface CrmPerformanceConfigMapper extends BaseMapperX<CrmPerformanceConfigDO> {
+
+    default PageResult<CrmPerformanceConfigDO> selectPage(CrmPerformanceConfigPageReqVO reqVO) {
+        return selectPage(reqVO, new LambdaQueryWrapperX<CrmPerformanceConfigDO>()
+                .eqIfPresent(CrmPerformanceConfigDO::getObjectId, reqVO.getObjectId())
+                .eqIfPresent(CrmPerformanceConfigDO::getObjectType, reqVO.getObjectType())
+                .eqIfPresent(CrmPerformanceConfigDO::getYear, reqVO.getYear())
+                .eqIfPresent(CrmPerformanceConfigDO::getBizType, reqVO.getBizType())
+                .orderByDesc(CrmPerformanceConfigDO::getYear)
+                .orderByAsc(CrmPerformanceConfigDO::getObjectType)
+                .orderByAsc(CrmPerformanceConfigDO::getObjectId)
+                .orderByAsc(CrmPerformanceConfigDO::getBizType));
+    }
+
+    default CrmPerformanceConfigDO selectByObjectIdAndObjectTypeAndYearAndBizType(Long objectId, Integer objectType,
+                                                                                   Integer year, Integer bizType) {
+        return selectOne(new LambdaQueryWrapperX<CrmPerformanceConfigDO>()
+                .eq(CrmPerformanceConfigDO::getObjectId, objectId)
+                .eq(CrmPerformanceConfigDO::getObjectType, objectType)
+                .eq(CrmPerformanceConfigDO::getYear, year)
+                .eq(CrmPerformanceConfigDO::getBizType, bizType));
+    }
+
+    default List<CrmPerformanceConfigDO> selectListByObjectIdsAndObjectTypeAndYearAndBizType(Collection<Long> objectIds,
+                                                                                             Integer objectType,
+                                                                                             Integer year,
+                                                                                             Integer bizType) {
+        return selectList(new LambdaQueryWrapperX<CrmPerformanceConfigDO>()
+                .in(CrmPerformanceConfigDO::getObjectId, objectIds)
+                .eq(CrmPerformanceConfigDO::getObjectType, objectType)
+                .eq(CrmPerformanceConfigDO::getYear, year)
+                .eq(CrmPerformanceConfigDO::getBizType, bizType));
+    }
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/permission/CrmOwnerRecordMapper.java

@@ -0,0 +1,52 @@
+package cn.iocoder.yudao.module.crm.dal.mysql.permission;
+
+import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByDateRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByUserRespVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmOwnerRecordDO;
+import org.apache.ibatis.annotations.Mapper;
+
+import java.util.List;
+
+/**
+ * CRM 负责人变更记录 Mapper
+ *
+ * @author 芋道源码
+ */
+@Mapper
+public interface CrmOwnerRecordMapper extends BaseMapperX<CrmOwnerRecordDO> {
+
+    /**
+     * 进入公海客户数(按日期)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsPoolSummaryByDateRespVO> selectPoolCustomerPutCountByDate(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 公海领取客户数(按日期)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsPoolSummaryByDateRespVO> selectPoolCustomerTakeCountByDate(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 进入公海客户数(按用户)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsPoolSummaryByUserRespVO> selectPoolCustomerPutCountByUser(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 公海领取客户数(按用户)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsPoolSummaryByUserRespVO> selectPoolCustomerTakeCountByUser(CrmStatisticsCustomerReqVO reqVO);
+
+}

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

@@ -1,16 +1,10 @@
 package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
 
-import cn.hutool.core.date.LocalDateTimeUtil;
-import cn.hutool.core.util.RandomUtil;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
 import org.apache.ibatis.annotations.Mapper;
 
-import java.time.LocalDateTime;
-import java.util.ArrayList;
 import java.util.List;
 
-import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
-
 /**
  * CRM 客户分析 Mapper
  *
@@ -117,65 +111,6 @@ public interface CrmStatisticsCustomerMapper {
     List<CrmStatisticsFollowUpSummaryByTypeRespVO> selectFollowUpRecordCountGroupByType(CrmStatisticsCustomerReqVO reqVO);
 
 
-    /**
-     * 进入公海客户数(按日期)
-     *
-     * @param reqVO 请求参数
-     * @return 统计数据
-     */
-    // TODO: @芋艿 模拟数据, 需要增加 crm_owner_record 表
-    default List<CrmStatisticsPoolSummaryByDateRespVO> selectPoolCustomerPutCountByDate(CrmStatisticsCustomerReqVO reqVO) {
-        LocalDateTime currrentDate = LocalDateTimeUtil.beginOfDay(reqVO.getTimes()[0]);
-        LocalDateTime endDate = LocalDateTimeUtil.endOfDay(reqVO.getTimes()[1]);
-        List<CrmStatisticsPoolSummaryByDateRespVO> voList = new ArrayList<>();
-        while (currrentDate.isBefore(endDate)) {
-            voList.add(new CrmStatisticsPoolSummaryByDateRespVO()
-                .setTime(LocalDateTimeUtil.format(currrentDate, "yyyy-MM-dd"))
-                .setCustomerPutCount(RandomUtil.randomInt(0, 10))
-                .setCustomerTakeCount(RandomUtil.randomInt(0, 10)));
-            currrentDate = currrentDate.plusDays(1);
-        }
-
-        return voList;
-    }
-
-    /**
-     * 公海领取客户数(按日期)
-     *
-     * @param reqVO 请求参数
-     * @return 统计数据
-     */
-    // TODO: @芋艿 模拟数据, 需要增加 crm_owner_record 表
-    default List<CrmStatisticsPoolSummaryByDateRespVO> selectPoolCustomerTakeCountByDate(CrmStatisticsCustomerReqVO reqVO) {
-        return selectPoolCustomerPutCountByDate(reqVO);
-    }
-
-    /**
-     * 进入公海客户数(按用户)
-     *
-     * @param reqVO 请求参数
-     * @return 统计数据
-     */
-    // TODO: @芋艿 模拟数据, 需要增加 crm_owner_record 表
-    default List<CrmStatisticsPoolSummaryByUserRespVO> selectPoolCustomerPutCountByUser(CrmStatisticsCustomerReqVO reqVO) {
-        return convertList(reqVO.getUserIds(), userId ->
-            (CrmStatisticsPoolSummaryByUserRespVO) new CrmStatisticsPoolSummaryByUserRespVO()
-                .setCustomerPutCount(RandomUtil.randomInt(0, 10))
-                .setCustomerTakeCount(RandomUtil.randomInt(0, 10))
-                .setOwnerUserId(userId));
-    }
-
-    /**
-     * 公海领取客户数(按用户)
-     *
-     * @param reqVO 请求参数
-     * @return 统计数据
-     */
-    // TODO: @芋艿 模拟数据, 需要增加 crm_owner_record 表
-    default List<CrmStatisticsPoolSummaryByUserRespVO> selectPoolCustomerTakeCountByUser(CrmStatisticsCustomerReqVO reqVO) {
-        return selectPoolCustomerPutCountByUser(reqVO);
-    }
-
     /**
      * 客户成交周期(按日期)
      *

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

@@ -3,6 +3,7 @@ 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.CrmStatisticsBusinessSummaryByStatusRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsFunnelReqVO;
 import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
@@ -23,6 +24,8 @@ public interface CrmStatisticsFunnelMapper {
 
     List<CrmStatisticsBusinessSummaryByEndStatusRespVO> selectBusinessSummaryListGroupByEndStatus(CrmStatisticsFunnelReqVO reqVO);
 
+    List<CrmStatisticsBusinessSummaryByStatusRespVO> selectBusinessSummaryListGroupByStatus(CrmStatisticsFunnelReqVO reqVO);
+
     List<CrmStatisticsBusinessSummaryByDateRespVO> selectBusinessSummaryGroupByDate(CrmStatisticsFunnelReqVO reqVO);
 
     List<CrmStatisticsBusinessInversionRateSummaryByDateRespVO> selectBusinessInversionRateSummaryByDate(CrmStatisticsFunnelReqVO reqVO);

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

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
 
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceSummaryRespVO;
 import org.apache.ibatis.annotations.Mapper;
 
 import java.util.List;
@@ -38,4 +39,12 @@ public interface CrmStatisticsPerformanceMapper {
      */
     List<CrmStatisticsPerformanceRespVO> selectReceivablePricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
 
+    /**
+     * 合同汇总表
+     *
+     * @param performanceReqVO 参数
+     * @return 合同汇总表
+     */
+    List<CrmStatisticsPerformanceSummaryRespVO> selectContractSummary(CrmStatisticsPerformanceReqVO performanceReqVO);
+
 }

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

@@ -0,0 +1,33 @@
+package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
+
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetActualRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetReqVO;
+import org.apache.ibatis.annotations.Mapper;
+
+import java.util.List;
+
+/**
+ * CRM 业绩目标完成情况 Mapper
+ *
+ * @author 芋道源码
+ */
+@Mapper
+public interface CrmStatisticsPerformanceTargetMapper {
+
+    /**
+     * 按月统计合同金额
+     *
+     * @param reqVO 请求参数
+     * @return 按月统计合同金额
+     */
+    List<CrmStatisticsPerformanceTargetActualRespVO> selectContractActualByMonth(CrmStatisticsPerformanceTargetReqVO reqVO);
+
+    /**
+     * 按月统计回款金额
+     *
+     * @param reqVO 请求参数
+     * @return 按月统计回款金额
+     */
+    List<CrmStatisticsPerformanceTargetActualRespVO> selectReceivableActualByMonth(CrmStatisticsPerformanceTargetReqVO reqVO);
+
+}

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

@@ -0,0 +1,34 @@
+package cn.iocoder.yudao.module.crm.dal.mysql.statistics;
+
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductCategoryRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductSalesRespVO;
+import org.apache.ibatis.annotations.Mapper;
+
+import java.util.List;
+
+/**
+ * CRM 产品分析 Mapper
+ *
+ * @author 芋道源码
+ */
+@Mapper
+public interface CrmStatisticsProductMapper {
+
+    /**
+     * 获取产品销售情况统计
+     *
+     * @param reqVO 请求参数
+     * @return 产品销售情况
+     */
+    List<CrmStatisticsProductSalesRespVO> selectProductSalesList(CrmStatisticsProductReqVO reqVO);
+
+    /**
+     * 获取产品分类销售分析
+     *
+     * @param reqVO 请求参数
+     * @return 产品分类销售分析
+     */
+    List<CrmStatisticsProductCategoryRespVO> selectProductCategorySummary(CrmStatisticsProductReqVO reqVO);
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java

@@ -104,6 +104,9 @@ public interface ErrorCodeConstants {
     ErrorCode FOLLOW_UP_RECORD_NOT_EXISTS = new ErrorCode(1_020_013_000, "跟进记录不存在");
     ErrorCode FOLLOW_UP_RECORD_DELETE_DENIED = new ErrorCode(1_020_013_001, "删除跟进记录失败，原因：没有权限");
 
-    // ========== 数据统计 1_020_014_000 ==========
+    // ========== 业绩目标配置 1_020_011_000 ==========
+    ErrorCode PERFORMANCE_CONFIG_NOT_EXISTS = new ErrorCode(1_020_011_000, "业绩目标配置不存在");
+    ErrorCode PERFORMANCE_CONFIG_EXISTS = new ErrorCode(1_020_011_001, "该对象当前年份的业绩目标配置已存在");
+    ErrorCode PERFORMANCE_CONFIG_TYPE_INVALID = new ErrorCode(1_020_011_002, "目标对象类型不正确");
 
 }

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/enums/performance/CrmPerformanceConfigBizTypeEnum.java

@@ -0,0 +1,39 @@
+package cn.iocoder.yudao.module.crm.enums.performance;
+
+import cn.iocoder.yudao.framework.common.core.ArrayValuable;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import lombok.AllArgsConstructor;
+import lombok.Getter;
+
+import java.util.Arrays;
+
+/**
+ * CRM 业绩目标业务类型枚举
+ *
+ * @author 芋道源码
+ */
+@Getter
+@AllArgsConstructor
+public enum CrmPerformanceConfigBizTypeEnum implements ArrayValuable<Integer> {
+
+    CRM_CONTRACT(CrmBizTypeEnum.CRM_CONTRACT.getType(), "销售目标"),
+    CRM_RECEIVABLE(CrmBizTypeEnum.CRM_RECEIVABLE.getType(), "回款目标");
+
+    public static final Integer[] ARRAYS = Arrays.stream(values())
+            .map(CrmPerformanceConfigBizTypeEnum::getBizType).toArray(Integer[]::new);
+
+    /**
+     * 业务类型
+     */
+    private final Integer bizType;
+    /**
+     * 名称
+     */
+    private final String name;
+
+    @Override
+    public Integer[] array() {
+        return ARRAYS;
+    }
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/enums/performance/CrmPerformanceConfigObjectTypeEnum.java

@@ -0,0 +1,38 @@
+package cn.iocoder.yudao.module.crm.enums.performance;
+
+import cn.iocoder.yudao.framework.common.core.ArrayValuable;
+import lombok.AllArgsConstructor;
+import lombok.Getter;
+
+import java.util.Arrays;
+
+/**
+ * CRM 业绩目标对象类型枚举
+ *
+ * @author 芋道源码
+ */
+@Getter
+@AllArgsConstructor
+public enum CrmPerformanceConfigObjectTypeEnum implements ArrayValuable<Integer> {
+
+    DEPT(2, "部门"),
+    USER(3, "员工");
+
+    public static final Integer[] ARRAYS = Arrays.stream(values())
+            .map(CrmPerformanceConfigObjectTypeEnum::getObjectType).toArray(Integer[]::new);
+
+    /**
+     * 对象类型
+     */
+    private final Integer objectType;
+    /**
+     * 名称
+     */
+    private final String name;
+
+    @Override
+    public Integer[] array() {
+        return ARRAYS;
+    }
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java

@@ -28,7 +28,9 @@ import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
 import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
 import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
 import cn.iocoder.yudao.module.crm.service.customer.bo.CrmCustomerCreateReqBO;
+import cn.iocoder.yudao.module.crm.service.permission.CrmOwnerRecordService;
 import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmOwnerRecordCreateReqBO;
 import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
 import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
 import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
@@ -66,6 +68,8 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
 
     @Resource
     private CrmCustomerMapper customerMapper;
+    @Resource
+    private CrmOwnerRecordService ownerRecordService;
 
     @Resource
     private CrmPermissionService permissionService;
@@ -407,6 +411,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         // 2. 领取公海数据
         List<CrmCustomerDO> updateCustomers = new ArrayList<>();
         List<CrmPermissionCreateReqBO> createPermissions = new ArrayList<>();
+        List<CrmOwnerRecordCreateReqBO> ownerRecords = new ArrayList<>();
         customers.forEach(customer -> {
             // 2.1. 设置负责人
             updateCustomers.add(new CrmCustomerDO().setId(customer.getId())
@@ -414,11 +419,16 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
             // 2.2. 创建负责人数据权限
             createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
                     .setBizId(customer.getId()).setUserId(ownerUserId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
+            // 2.3. 记录负责人从公海变更为指定人员
+            ownerRecords.add(new CrmOwnerRecordCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
+                    .setBizId(customer.getId()).setPreOwnerUserId(customer.getOwnerUserId()).setPostOwnerUserId(ownerUserId));
         });
         // 2.2 更新客户负责人
         customerMapper.updateBatch(updateCustomers);
         // 2.3 创建负责人数据权限
         permissionService.createPermissionBatch(createPermissions);
+        // 2.4 记录负责人变更历史
+        ownerRecordService.createOwnerRecordList(ownerRecords);
         // TODO @芋艿：要不要处理关联的联系人？？？
 
         // 3. 记录操作日志
@@ -459,6 +469,8 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         if (updateOwnerUserIncr == 0) {
             throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
         }
+        ownerRecordService.createOwnerRecord(new CrmOwnerRecordCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
+                .setBizId(customer.getId()).setPreOwnerUserId(customer.getOwnerUserId()).setPostOwnerUserId(null));
 
         // 2. 联系人的负责人，也要设置为 null。因为：因为领取后，负责人也要关联过来，这块和 receiveCustomer 是对应的
         contactService.updateOwnerUserIdByCustomerId(customer.getId(), null);

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/performance/CrmPerformanceConfigService.java

@@ -0,0 +1,80 @@
+package cn.iocoder.yudao.module.crm.service.performance;
+
+import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config.CrmPerformanceConfigPageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config.CrmPerformanceConfigSaveReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.performance.CrmPerformanceConfigDO;
+import jakarta.validation.Valid;
+
+import java.util.Collection;
+import java.util.List;
+
+/**
+ * CRM 业绩目标设置 Service 接口
+ *
+ * @author 芋道源码
+ */
+public interface CrmPerformanceConfigService {
+
+    /**
+     * 创建业绩目标
+     *
+     * @param createReqVO 创建信息
+     * @return 编号
+     */
+    Long createPerformanceConfig(@Valid CrmPerformanceConfigSaveReqVO createReqVO);
+
+    /**
+     * 更新业绩目标
+     *
+     * @param updateReqVO 更新信息
+     */
+    void updatePerformanceConfig(@Valid CrmPerformanceConfigSaveReqVO updateReqVO);
+
+    /**
+     * 删除业绩目标
+     *
+     * @param id 编号
+     */
+    void deletePerformanceConfig(Long id);
+
+    /**
+     * 获得业绩目标
+     *
+     * @param id 编号
+     * @return 业绩目标
+     */
+    CrmPerformanceConfigDO getPerformanceConfig(Long id);
+
+    /**
+     * 获得业绩目标分页
+     *
+     * @param pageReqVO 分页查询
+     * @return 业绩目标分页
+     */
+    PageResult<CrmPerformanceConfigDO> getPerformanceConfigPage(CrmPerformanceConfigPageReqVO pageReqVO);
+
+    /**
+     * 根据对象、年份、目标类型获得业绩目标配置
+     *
+     * @param objectId 对象编号
+     * @param objectType 对象类型
+     * @param year 年份
+     * @param bizType 业务类型
+     * @return 业绩目标配置
+     */
+    CrmPerformanceConfigDO getPerformanceConfig(Long objectId, Integer objectType, Integer year, Integer bizType);
+
+    /**
+     * 根据对象数组、年份、目标类型获得业绩目标配置列表
+     *
+     * @param objectIds 对象编号数组
+     * @param objectType 对象类型
+     * @param year 年份
+     * @param bizType 业务类型
+     * @return 业绩目标配置列表
+     */
+    List<CrmPerformanceConfigDO> getPerformanceConfigList(Collection<Long> objectIds, Integer objectType, Integer year,
+                                                          Integer bizType);
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/performance/CrmPerformanceConfigServiceImpl.java

@@ -0,0 +1,170 @@
+package cn.iocoder.yudao.module.crm.service.performance;
+
+import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
+import cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config.CrmPerformanceConfigPageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.performance.vo.config.CrmPerformanceConfigSaveReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.performance.CrmPerformanceConfigDO;
+import cn.iocoder.yudao.module.crm.dal.mysql.performance.CrmPerformanceConfigMapper;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigObjectTypeEnum;
+import cn.iocoder.yudao.module.system.api.dept.DeptApi;
+import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
+import jakarta.annotation.Resource;
+import org.springframework.stereotype.Service;
+import org.springframework.validation.annotation.Validated;
+
+import java.math.BigDecimal;
+import java.util.Collection;
+import java.util.Collections;
+import java.util.List;
+import java.util.Objects;
+
+import static cn.hutool.core.collection.CollUtil.isEmpty;
+import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
+import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
+import static java.util.Collections.singleton;
+
+/**
+ * CRM 业绩目标设置 Service 实现类
+ *
+ * @author 芋道源码
+ */
+@Service
+@Validated
+public class CrmPerformanceConfigServiceImpl implements CrmPerformanceConfigService {
+
+    @Resource
+    private CrmPerformanceConfigMapper performanceConfigMapper;
+
+    @Resource
+    private DeptApi deptApi;
+    @Resource
+    private AdminUserApi adminUserApi;
+
+    @Override
+    public Long createPerformanceConfig(CrmPerformanceConfigSaveReqVO createReqVO) {
+        // 1.1 校验目标对象
+        validatePerformanceConfigObject(createReqVO.getObjectType(), createReqVO.getObjectId());
+        // 1.2 校验唯一
+        validatePerformanceConfigNotExists(null, createReqVO);
+
+        // 2. 插入
+        CrmPerformanceConfigDO performanceConfig = BeanUtils.toBean(createReqVO, CrmPerformanceConfigDO.class);
+        fillTargetPrice(performanceConfig);
+        performanceConfigMapper.insert(performanceConfig);
+        return performanceConfig.getId();
+    }
+
+    @Override
+    public void updatePerformanceConfig(CrmPerformanceConfigSaveReqVO updateReqVO) {
+        // 1.1 校验存在
+        validatePerformanceConfigExists(updateReqVO.getId());
+        // 1.2 校验目标对象
+        validatePerformanceConfigObject(updateReqVO.getObjectType(), updateReqVO.getObjectId());
+        // 1.3 校验唯一
+        validatePerformanceConfigNotExists(updateReqVO.getId(), updateReqVO);
+
+        // 2. 更新
+        CrmPerformanceConfigDO updateObj = BeanUtils.toBean(updateReqVO, CrmPerformanceConfigDO.class);
+        fillTargetPrice(updateObj);
+        performanceConfigMapper.updateById(updateObj);
+    }
+
+    @Override
+    public void deletePerformanceConfig(Long id) {
+        // 1. 校验存在
+        validatePerformanceConfigExists(id);
+        // 2. 删除
+        performanceConfigMapper.deleteById(id);
+    }
+
+    @Override
+    public CrmPerformanceConfigDO getPerformanceConfig(Long id) {
+        return validatePerformanceConfigExists(id);
+    }
+
+    @Override
+    public PageResult<CrmPerformanceConfigDO> getPerformanceConfigPage(CrmPerformanceConfigPageReqVO pageReqVO) {
+        return performanceConfigMapper.selectPage(pageReqVO);
+    }
+
+    private CrmPerformanceConfigDO validatePerformanceConfigExists(Long id) {
+        CrmPerformanceConfigDO performanceConfig = performanceConfigMapper.selectById(id);
+        if (performanceConfig == null) {
+            throw exception(PERFORMANCE_CONFIG_NOT_EXISTS);
+        }
+        return performanceConfig;
+    }
+
+    private void validatePerformanceConfigNotExists(Long id, CrmPerformanceConfigSaveReqVO reqVO) {
+        CrmPerformanceConfigDO performanceConfig = performanceConfigMapper.selectByObjectIdAndObjectTypeAndYearAndBizType(
+                reqVO.getObjectId(), reqVO.getObjectType(), reqVO.getYear(), reqVO.getBizType());
+        if (performanceConfig == null || Objects.equals(performanceConfig.getId(), id)) {
+            return;
+        }
+        throw exception(PERFORMANCE_CONFIG_EXISTS);
+    }
+
+    private void validatePerformanceConfigObject(Integer objectType, Long objectId) {
+        // 情况一：部门
+        if (Objects.equals(objectType, CrmPerformanceConfigObjectTypeEnum.DEPT.getObjectType())) {
+            deptApi.validateDeptList(singleton(objectId));
+            return;
+        }
+        // 情况二：员工
+        if (Objects.equals(objectType, CrmPerformanceConfigObjectTypeEnum.USER.getObjectType())) {
+            adminUserApi.validateUserList(singleton(objectId));
+            return;
+        }
+        throw exception(PERFORMANCE_CONFIG_TYPE_INVALID);
+    }
+
+    @Override
+    public CrmPerformanceConfigDO getPerformanceConfig(Long objectId, Integer objectType, Integer year, Integer bizType) {
+        return performanceConfigMapper.selectByObjectIdAndObjectTypeAndYearAndBizType(objectId, objectType, year, bizType);
+    }
+
+    @Override
+    public List<CrmPerformanceConfigDO> getPerformanceConfigList(Collection<Long> objectIds, Integer objectType,
+                                                                 Integer year, Integer bizType) {
+        if (isEmpty(objectIds)) {
+            return Collections.emptyList();
+        }
+        return performanceConfigMapper.selectListByObjectIdsAndObjectTypeAndYearAndBizType(objectIds, objectType,
+                year, bizType);
+    }
+
+    private void fillTargetPrice(CrmPerformanceConfigDO performanceConfig) {
+        // 1. 空值设置为 0
+        performanceConfig.setJanuaryTargetPrice(defaultIfNull(performanceConfig.getJanuaryTargetPrice()));
+        performanceConfig.setFebruaryTargetPrice(defaultIfNull(performanceConfig.getFebruaryTargetPrice()));
+        performanceConfig.setMarchTargetPrice(defaultIfNull(performanceConfig.getMarchTargetPrice()));
+        performanceConfig.setAprilTargetPrice(defaultIfNull(performanceConfig.getAprilTargetPrice()));
+        performanceConfig.setMayTargetPrice(defaultIfNull(performanceConfig.getMayTargetPrice()));
+        performanceConfig.setJuneTargetPrice(defaultIfNull(performanceConfig.getJuneTargetPrice()));
+        performanceConfig.setJulyTargetPrice(defaultIfNull(performanceConfig.getJulyTargetPrice()));
+        performanceConfig.setAugustTargetPrice(defaultIfNull(performanceConfig.getAugustTargetPrice()));
+        performanceConfig.setSeptemberTargetPrice(defaultIfNull(performanceConfig.getSeptemberTargetPrice()));
+        performanceConfig.setOctoberTargetPrice(defaultIfNull(performanceConfig.getOctoberTargetPrice()));
+        performanceConfig.setNovemberTargetPrice(defaultIfNull(performanceConfig.getNovemberTargetPrice()));
+        performanceConfig.setDecemberTargetPrice(defaultIfNull(performanceConfig.getDecemberTargetPrice()));
+        // 2. 计算年度目标
+        performanceConfig.setYearTargetPrice(performanceConfig.getJanuaryTargetPrice()
+                .add(performanceConfig.getFebruaryTargetPrice())
+                .add(performanceConfig.getMarchTargetPrice())
+                .add(performanceConfig.getAprilTargetPrice())
+                .add(performanceConfig.getMayTargetPrice())
+                .add(performanceConfig.getJuneTargetPrice())
+                .add(performanceConfig.getJulyTargetPrice())
+                .add(performanceConfig.getAugustTargetPrice())
+                .add(performanceConfig.getSeptemberTargetPrice())
+                .add(performanceConfig.getOctoberTargetPrice())
+                .add(performanceConfig.getNovemberTargetPrice())
+                .add(performanceConfig.getDecemberTargetPrice()));
+    }
+
+    private BigDecimal defaultIfNull(BigDecimal value) {
+        return value == null ? BigDecimal.ZERO : value;
+    }
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmOwnerRecordService.java

@@ -0,0 +1,65 @@
+package cn.iocoder.yudao.module.crm.service.permission;
+
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByDateRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByUserRespVO;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmOwnerRecordCreateReqBO;
+import jakarta.validation.Valid;
+
+import java.util.List;
+
+/**
+ * CRM 负责人变更记录 Service 接口
+ *
+ * @author 芋道源码
+ */
+public interface CrmOwnerRecordService {
+
+    /**
+     * 创建负责人变更记录
+     *
+     * @param createReqBO 创建信息
+     * @return 编号
+     */
+    Long createOwnerRecord(@Valid CrmOwnerRecordCreateReqBO createReqBO);
+
+    /**
+     * 批量创建负责人变更记录
+     *
+     * @param createReqBOs 创建信息
+     */
+    void createOwnerRecordList(@Valid List<CrmOwnerRecordCreateReqBO> createReqBOs);
+
+    /**
+     * 进入公海客户数(按日期)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsPoolSummaryByDateRespVO> getPoolCustomerPutCountByDate(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 公海领取客户数(按日期)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsPoolSummaryByDateRespVO> getPoolCustomerTakeCountByDate(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 进入公海客户数(按用户)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsPoolSummaryByUserRespVO> getPoolCustomerPutCountByUser(CrmStatisticsCustomerReqVO reqVO);
+
+    /**
+     * 公海领取客户数(按用户)
+     *
+     * @param reqVO 请求参数
+     * @return 统计数据
+     */
+    List<CrmStatisticsPoolSummaryByUserRespVO> getPoolCustomerTakeCountByUser(CrmStatisticsCustomerReqVO reqVO);
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmOwnerRecordServiceImpl.java

@@ -0,0 +1,65 @@
+package cn.iocoder.yudao.module.crm.service.permission;
+
+import cn.hutool.core.collection.CollUtil;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsCustomerReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByDateRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByUserRespVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmOwnerRecordDO;
+import cn.iocoder.yudao.module.crm.dal.mysql.permission.CrmOwnerRecordMapper;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmOwnerRecordCreateReqBO;
+import jakarta.annotation.Resource;
+import org.springframework.stereotype.Service;
+import org.springframework.validation.annotation.Validated;
+
+import java.util.List;
+
+/**
+ * CRM 负责人变更记录 Service 实现类
+ *
+ * @author 芋道源码
+ */
+@Service
+@Validated
+public class CrmOwnerRecordServiceImpl implements CrmOwnerRecordService {
+
+    @Resource
+    private CrmOwnerRecordMapper ownerRecordMapper;
+
+    @Override
+    public Long createOwnerRecord(CrmOwnerRecordCreateReqBO createReqBO) {
+        CrmOwnerRecordDO ownerRecord = BeanUtils.toBean(createReqBO, CrmOwnerRecordDO.class);
+        ownerRecordMapper.insert(ownerRecord);
+        return ownerRecord.getId();
+    }
+
+    @Override
+    public void createOwnerRecordList(List<CrmOwnerRecordCreateReqBO> createReqBOs) {
+        if (CollUtil.isEmpty(createReqBOs)) {
+            return;
+        }
+        List<CrmOwnerRecordDO> list = BeanUtils.toBean(createReqBOs, CrmOwnerRecordDO.class);
+        ownerRecordMapper.insertBatch(list);
+    }
+
+    @Override
+    public List<CrmStatisticsPoolSummaryByDateRespVO> getPoolCustomerPutCountByDate(CrmStatisticsCustomerReqVO reqVO) {
+        return ownerRecordMapper.selectPoolCustomerPutCountByDate(reqVO);
+    }
+
+    @Override
+    public List<CrmStatisticsPoolSummaryByDateRespVO> getPoolCustomerTakeCountByDate(CrmStatisticsCustomerReqVO reqVO) {
+        return ownerRecordMapper.selectPoolCustomerTakeCountByDate(reqVO);
+    }
+
+    @Override
+    public List<CrmStatisticsPoolSummaryByUserRespVO> getPoolCustomerPutCountByUser(CrmStatisticsCustomerReqVO reqVO) {
+        return ownerRecordMapper.selectPoolCustomerPutCountByUser(reqVO);
+    }
+
+    @Override
+    public List<CrmStatisticsPoolSummaryByUserRespVO> getPoolCustomerTakeCountByUser(CrmStatisticsCustomerReqVO reqVO) {
+        return ownerRecordMapper.selectPoolCustomerTakeCountByUser(reqVO);
+    }
+
+}

yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/permission/bo/CrmOwnerRecordCreateReqBO.java

@@ -0,0 +1,39 @@
+package cn.iocoder.yudao.module.crm.service.permission.bo;
+
+import cn.iocoder.yudao.framework.common.validation.InEnum;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+
+/**
+ * CRM 负责人变更记录 Create Req BO
+ *
+ * @author 芋道源码
+ */
+@Data
+public class CrmOwnerRecordCreateReqBO {
+
+    /**
+     * CRM 业务类型
+     */
+    @NotNull(message = "CRM 业务类型不能为空")
+    @InEnum(CrmBizTypeEnum.class)
+    private Integer bizType;
+
+    /**
+     * CRM 业务编号
+     */
+    @NotNull(message = "CRM 业务编号不能为空")
+    private Long bizId;
+
+    /**
+     * 变更前负责人
+     */
+    private Long preOwnerUserId;
+
+    /**
+     * 变更后负责人
+     */
+    private Long postOwnerUserId;
+
+}

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

@@ -10,6 +10,7 @@ import cn.iocoder.yudao.framework.ip.core.enums.AreaTypeEnum;
 import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.*;
 import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsCustomerMapper;
+import cn.iocoder.yudao.module.crm.service.permission.CrmOwnerRecordService;
 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;
@@ -41,6 +42,9 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
     @Resource
     private CrmStatisticsCustomerMapper customerMapper;
 
+    @Resource
+    private CrmOwnerRecordService ownerRecordService;
+
     @Resource
     private AdminUserApi adminUserApi;
     @Resource
@@ -201,8 +205,8 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
         }
 
         // 2. 按天统计，获取分项统计数据
-        List<CrmStatisticsPoolSummaryByDateRespVO> customerPutCountList = customerMapper.selectPoolCustomerPutCountByDate(reqVO);
-        List<CrmStatisticsPoolSummaryByDateRespVO> customerTakeCountList = customerMapper.selectPoolCustomerTakeCountByDate(reqVO);
+        List<CrmStatisticsPoolSummaryByDateRespVO> customerPutCountList = ownerRecordService.getPoolCustomerPutCountByDate(reqVO);
+        List<CrmStatisticsPoolSummaryByDateRespVO> customerTakeCountList = ownerRecordService.getPoolCustomerTakeCountByDate(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());
@@ -228,8 +232,8 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
         }
 
         // 2. 按用户统计，获取分项统计数据
-        List<CrmStatisticsPoolSummaryByUserRespVO> customerPutCountList = customerMapper.selectPoolCustomerPutCountByUser(reqVO);
-        List<CrmStatisticsPoolSummaryByUserRespVO> customerTakeCountList = customerMapper.selectPoolCustomerTakeCountByUser(reqVO);
+        List<CrmStatisticsPoolSummaryByUserRespVO> customerPutCountList = ownerRecordService.getPoolCustomerPutCountByUser(reqVO);
+        List<CrmStatisticsPoolSummaryByUserRespVO> customerTakeCountList = ownerRecordService.getPoolCustomerTakeCountByUser(reqVO);
 
         // 3.1 按照用户，合并统计数据
         List<CrmStatisticsPoolSummaryByUserRespVO> summaryList = convertList(reqVO.getUserIds(), userId -> {
@@ -331,7 +335,6 @@ public class CrmStatisticsCustomerServiceImpl implements CrmStatisticsCustomerSe
         reqVO.setUserIds(userIds);
 
         // 2. 获取客户产品统计数据
-        // TODO @dhb52：未读取产品名
         return customerMapper.selectCustomerDealCycleGroupByProductId(reqVO);
     }
 

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

@@ -29,6 +29,14 @@ public interface CrmStatisticsFunnelService {
      */
     List<CrmStatisticsBusinessSummaryByEndStatusRespVO> getBusinessSummaryByEndStatus(CrmStatisticsFunnelReqVO reqVO);
 
+    /**
+     * 获得商机阶段统计
+     *
+     * @param reqVO 请求
+     * @return 商机阶段统计
+     */
+    List<CrmStatisticsBusinessSummaryByStatusRespVO> getBusinessSummaryByStatus(CrmStatisticsFunnelReqVO reqVO);
+
     /**
      * 获取新增商机分析(按日期)
      *

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

@@ -70,6 +70,18 @@ public class CrmStatisticsFunnelServiceImpl implements CrmStatisticsFunnelServic
         return funnelMapper.selectBusinessSummaryListGroupByEndStatus(reqVO);
     }
 
+    @Override
+    public List<CrmStatisticsBusinessSummaryByStatusRespVO> getBusinessSummaryByStatus(CrmStatisticsFunnelReqVO reqVO) {
+        // 1. 获得用户编号数组
+        reqVO.setUserIds(getUserIds(reqVO));
+        if (CollUtil.isEmpty(reqVO.getUserIds())) {
+            return Collections.emptyList();
+        }
+
+        // 2. 获得统计数据
+        return funnelMapper.selectBusinessSummaryListGroupByStatus(reqVO);
+    }
+
     @Override
     public List<CrmStatisticsBusinessSummaryByDateRespVO> getBusinessSummaryByDate(CrmStatisticsFunnelReqVO reqVO) {
         // 1. 获得用户编号数组

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

@@ -4,11 +4,12 @@ package cn.iocoder.yudao.module.crm.service.statistics;
 
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceSummaryRespVO;
 
 import java.util.List;
 
 /**
- * CRM 员工绩效统计 Service 接口
+ * CRM 员工业绩统计 Service 接口
  *
  * @author scholar
  */
@@ -38,5 +39,12 @@ public interface CrmStatisticsPerformanceService {
      */
     List<CrmStatisticsPerformanceRespVO> getReceivablePricePerformance(CrmStatisticsPerformanceReqVO performanceReqVO);
 
+    /**
+     * 员工合同汇总表
+     *
+     * @param performanceReqVO 排行参数
+     * @return 员工合同汇总表
+     */
+    List<CrmStatisticsPerformanceSummaryRespVO> getContractSummary(CrmStatisticsPerformanceReqVO performanceReqVO);
 
 }

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

@@ -5,6 +5,7 @@ import cn.hutool.core.collection.ListUtil;
 import cn.hutool.core.util.ObjUtil;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceSummaryRespVO;
 import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsPerformanceMapper;
 import cn.iocoder.yudao.module.system.api.dept.DeptApi;
 import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
@@ -56,6 +57,29 @@ public class CrmStatisticsPerformanceServiceImpl implements CrmStatisticsPerform
         return getPerformance(performanceReqVO, performanceMapper::selectReceivablePricePerformance);
     }
 
+    @Override
+    public List<CrmStatisticsPerformanceSummaryRespVO> getContractSummary(CrmStatisticsPerformanceReqVO performanceReqVO) {
+        List<Long> userIds = getUserIds(performanceReqVO);
+        if (CollUtil.isEmpty(userIds)) {
+            return Collections.emptyList();
+        }
+        performanceReqVO.setUserIds(userIds);
+
+        int year = performanceReqVO.getTimes()[0].getYear();
+        List<CrmStatisticsPerformanceSummaryRespVO> summaryList = performanceMapper.selectContractSummary(performanceReqVO);
+        Map<String, CrmStatisticsPerformanceSummaryRespVO> summaryMap = convertMap(summaryList,
+                CrmStatisticsPerformanceSummaryRespVO::getTime);
+        List<CrmStatisticsPerformanceSummaryRespVO> result = new ArrayList<>();
+        for (int month = 1; month <= 12; month++) {
+            String currentMonth = String.format("%d%02d", year, month);
+            CrmStatisticsPerformanceSummaryRespVO summary = summaryMap.get(currentMonth);
+            result.add(summary != null ? summary : new CrmStatisticsPerformanceSummaryRespVO().setTime(currentMonth)
+                    .setContractCount(0).setContractPrice(BigDecimal.ZERO)
+                    .setReceivablePrice(BigDecimal.ZERO).setUnreceivedPrice(BigDecimal.ZERO));
+        }
+        return result;
+    }
+
     /**
      * 获得员工业绩数据
      *
@@ -117,4 +141,4 @@ public class CrmStatisticsPerformanceServiceImpl implements CrmStatisticsPerform
         return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
     }
 
-}
+}

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

@@ -0,0 +1,23 @@
+package cn.iocoder.yudao.module.crm.service.statistics;
+
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetRespVO;
+
+import java.util.List;
+
+/**
+ * CRM 业绩目标统计 Service 接口
+ *
+ * @author 芋道源码
+ */
+public interface CrmStatisticsPerformanceTargetService {
+
+    /**
+     * 获取业绩目标完成情况
+     *
+     * @param reqVO 请求参数
+     * @return 业绩目标完成情况
+     */
+    List<CrmStatisticsPerformanceTargetRespVO> getPerformanceTargetSummary(CrmStatisticsPerformanceTargetReqVO reqVO);
+
+}

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

@@ -0,0 +1,190 @@
+package cn.iocoder.yudao.module.crm.service.statistics;
+
+import cn.hutool.core.collection.CollUtil;
+import cn.hutool.core.collection.ListUtil;
+import cn.hutool.core.util.ObjUtil;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetActualRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetRespVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.performance.CrmPerformanceConfigDO;
+import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsPerformanceTargetMapper;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.performance.CrmPerformanceConfigObjectTypeEnum;
+import cn.iocoder.yudao.module.crm.service.performance.CrmPerformanceConfigService;
+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 org.springframework.validation.annotation.Validated;
+
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.util.ArrayList;
+import java.util.Collections;
+import java.util.List;
+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;
+
+/**
+ * CRM 业绩目标统计 Service 实现类
+ *
+ * @author 芋道源码
+ */
+@Service
+@Validated
+public class CrmStatisticsPerformanceTargetServiceImpl implements CrmStatisticsPerformanceTargetService {
+
+    @Resource
+    private CrmStatisticsPerformanceTargetMapper performanceTargetMapper;
+    @Resource
+    private CrmPerformanceConfigService performanceConfigService;
+
+    @Resource
+    private AdminUserApi adminUserApi;
+    @Resource
+    private DeptApi deptApi;
+
+    @Override
+    public List<CrmStatisticsPerformanceTargetRespVO> getPerformanceTargetSummary(CrmStatisticsPerformanceTargetReqVO reqVO) {
+        // 1. 获得用户编号数组
+        reqVO.setUserIds(getUserIds(reqVO));
+        if (CollUtil.isEmpty(reqVO.getUserIds())) {
+            return Collections.emptyList();
+        }
+
+        // 2.1 获得目标配置
+        List<CrmPerformanceConfigDO> performanceConfigs = getPerformanceConfigs(reqVO);
+        // 2.2 获得实际完成金额
+        List<CrmStatisticsPerformanceTargetActualRespVO> actualList = ObjUtil.equal(reqVO.getBizType(),
+                CrmPerformanceConfigBizTypeEnum.CRM_RECEIVABLE.getBizType())
+                ? performanceTargetMapper.selectReceivableActualByMonth(reqVO)
+                : performanceTargetMapper.selectContractActualByMonth(reqVO);
+        Map<Integer, BigDecimal> actualMap = convertMap(actualList,
+                CrmStatisticsPerformanceTargetActualRespVO::getMonth,
+                CrmStatisticsPerformanceTargetActualRespVO::getCurrentPrice);
+
+        // 3. 组装数据返回
+        List<CrmStatisticsPerformanceTargetRespVO> result = new ArrayList<>();
+        for (int month = 1; month <= 12; month++) {
+            BigDecimal targetPrice = getMonthTargetPrice(performanceConfigs, month);
+            BigDecimal currentPrice = actualMap.getOrDefault(month, BigDecimal.ZERO);
+            result.add(new CrmStatisticsPerformanceTargetRespVO().setMonth(month).setTargetPrice(targetPrice)
+                    .setCurrentPrice(currentPrice)
+                    .setCompletionRate(calculateCompletionRate(currentPrice, targetPrice)));
+        }
+        return result;
+    }
+
+    private List<CrmPerformanceConfigDO> getPerformanceConfigs(CrmStatisticsPerformanceTargetReqVO reqVO) {
+        // 情况一：选中某个用户
+        if (ObjUtil.isNotNull(reqVO.getUserId())) {
+            CrmPerformanceConfigDO performanceConfig = performanceConfigService.getPerformanceConfig(reqVO.getUserId(),
+                    CrmPerformanceConfigObjectTypeEnum.USER.getObjectType(), reqVO.getYear(), reqVO.getBizType());
+            return performanceConfig == null ? Collections.emptyList() : ListUtil.of(performanceConfig);
+        }
+        // 情况二：选中某个部门
+        return performanceConfigService.getPerformanceConfigList(getDeptIds(reqVO.getDeptId()),
+                CrmPerformanceConfigObjectTypeEnum.DEPT.getObjectType(), reqVO.getYear(), reqVO.getBizType());
+    }
+
+    private BigDecimal getMonthTargetPrice(List<CrmPerformanceConfigDO> performanceConfigs, int month) {
+        return performanceConfigs.stream()
+                .map(performanceConfig -> getMonthTargetPrice(performanceConfig, month))
+                .reduce(BigDecimal.ZERO, BigDecimal::add);
+    }
+
+    @SuppressWarnings("EnhancedSwitchMigration")
+    private BigDecimal getMonthTargetPrice(CrmPerformanceConfigDO performanceConfig, int month) {
+        // 1. 无目标配置，返回 0
+        if (performanceConfig == null) {
+            return BigDecimal.ZERO;
+        }
+        // 2. 获得月份目标
+        BigDecimal targetPrice;
+        switch (month) {
+            case 1:
+                targetPrice = performanceConfig.getJanuaryTargetPrice();
+                break;
+            case 2:
+                targetPrice = performanceConfig.getFebruaryTargetPrice();
+                break;
+            case 3:
+                targetPrice = performanceConfig.getMarchTargetPrice();
+                break;
+            case 4:
+                targetPrice = performanceConfig.getAprilTargetPrice();
+                break;
+            case 5:
+                targetPrice = performanceConfig.getMayTargetPrice();
+                break;
+            case 6:
+                targetPrice = performanceConfig.getJuneTargetPrice();
+                break;
+            case 7:
+                targetPrice = performanceConfig.getJulyTargetPrice();
+                break;
+            case 8:
+                targetPrice = performanceConfig.getAugustTargetPrice();
+                break;
+            case 9:
+                targetPrice = performanceConfig.getSeptemberTargetPrice();
+                break;
+            case 10:
+                targetPrice = performanceConfig.getOctoberTargetPrice();
+                break;
+            case 11:
+                targetPrice = performanceConfig.getNovemberTargetPrice();
+                break;
+            case 12:
+                targetPrice = performanceConfig.getDecemberTargetPrice();
+                break;
+            default:
+                targetPrice = BigDecimal.ZERO;
+        }
+        return targetPrice != null ? targetPrice : BigDecimal.ZERO;
+    }
+
+    private BigDecimal calculateCompletionRate(BigDecimal currentPrice, BigDecimal targetPrice) {
+        if (targetPrice == null || targetPrice.compareTo(BigDecimal.ZERO) == 0) {
+            return BigDecimal.ZERO;
+        }
+        return currentPrice.multiply(BigDecimal.valueOf(100)).divide(targetPrice, 2, RoundingMode.HALF_UP);
+    }
+
+    /**
+     * 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(CrmStatisticsPerformanceTargetReqVO reqVO) {
+        // 情况一：选中某个用户
+        if (ObjUtil.isNotNull(reqVO.getUserId())) {
+            return ListUtil.of(reqVO.getUserId());
+        }
+        // 情况二：选中某个部门
+        // 2.1 获得部门列表
+        List<Long> deptIds = getDeptIds(reqVO.getDeptId());
+        // 2.2 获得用户编号
+        return convertList(adminUserApi.getUserListByDeptIds(deptIds), AdminUserRespDTO::getId);
+    }
+
+    /**
+     * 获得部门编号数组，包括子部门
+     *
+     * @param deptId 部门编号
+     * @return 部门编号数组
+     */
+    private List<Long> getDeptIds(Long deptId) {
+        List<Long> deptIds = convertList(deptApi.getChildDeptList(deptId), DeptRespDTO::getId);
+        deptIds.add(deptId);
+        return deptIds;
+    }
+
+}

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

@@ -0,0 +1,32 @@
+package cn.iocoder.yudao.module.crm.service.statistics;
+
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductCategoryRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductSalesRespVO;
+
+import java.util.List;
+
+/**
+ * CRM 产品分析 Service 接口
+ *
+ * @author 芋道源码
+ */
+public interface CrmStatisticsProductService {
+
+    /**
+     * 获取产品销售情况统计
+     *
+     * @param reqVO 请求参数
+     * @return 产品销售情况
+     */
+    List<CrmStatisticsProductSalesRespVO> getProductSalesList(CrmStatisticsProductReqVO reqVO);
+
+    /**
+     * 获取产品分类销售分析
+     *
+     * @param reqVO 请求参数
+     * @return 产品分类销售分析
+     */
+    List<CrmStatisticsProductCategoryRespVO> getProductCategorySummary(CrmStatisticsProductReqVO reqVO);
+
+}

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

@@ -0,0 +1,104 @@
+package cn.iocoder.yudao.module.crm.service.statistics;
+
+import cn.hutool.core.collection.CollUtil;
+import cn.hutool.core.collection.ListUtil;
+import cn.hutool.core.util.ObjUtil;
+import cn.iocoder.yudao.module.crm.controller.admin.product.vo.category.CrmProductCategoryListReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductCategoryRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductSalesRespVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductCategoryDO;
+import cn.iocoder.yudao.module.crm.dal.mysql.statistics.CrmStatisticsProductMapper;
+import cn.iocoder.yudao.module.crm.service.product.CrmProductCategoryService;
+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 org.springframework.validation.annotation.Validated;
+
+import java.util.Collections;
+import java.util.List;
+import java.util.Objects;
+
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
+
+/**
+ * CRM 产品分析 Service 实现类
+ *
+ * @author 芋道源码
+ */
+@Service
+@Validated
+public class CrmStatisticsProductServiceImpl implements CrmStatisticsProductService {
+
+    @Resource
+    private CrmStatisticsProductMapper productMapper;
+
+    @Resource
+    private AdminUserApi adminUserApi;
+    @Resource
+    private DeptApi deptApi;
+    @Resource
+    private CrmProductCategoryService productCategoryService;
+
+    @Override
+    public List<CrmStatisticsProductSalesRespVO> getProductSalesList(CrmStatisticsProductReqVO reqVO) {
+        reqVO.setUserIds(getUserIds(reqVO));
+        if (CollUtil.isEmpty(reqVO.getUserIds())) {
+            return Collections.emptyList();
+        }
+        setCategoryIds(reqVO);
+        return productMapper.selectProductSalesList(reqVO);
+    }
+
+    @Override
+    public List<CrmStatisticsProductCategoryRespVO> getProductCategorySummary(CrmStatisticsProductReqVO reqVO) {
+        reqVO.setUserIds(getUserIds(reqVO));
+        if (CollUtil.isEmpty(reqVO.getUserIds())) {
+            return Collections.emptyList();
+        }
+        setCategoryIds(reqVO);
+        return productMapper.selectProductCategorySummary(reqVO);
+    }
+
+    /**
+     * 设置产品分类编号数组，选择父分类时，包含子分类
+     *
+     * @param reqVO 请求参数
+     */
+    private void setCategoryIds(CrmStatisticsProductReqVO reqVO) {
+        if (ObjUtil.isNull(reqVO.getCategoryId())) {
+            return;
+        }
+        List<Long> categoryIds = ListUtil.of(reqVO.getCategoryId());
+        List<CrmProductCategoryDO> categoryList = productCategoryService.getProductCategoryList(
+                new CrmProductCategoryListReqVO());
+        categoryIds.addAll(convertList(categoryList, CrmProductCategoryDO::getId,
+                category -> Objects.equals(category.getParentId(), reqVO.getCategoryId())));
+        reqVO.setCategoryIds(categoryIds);
+    }
+
+    /**
+     * 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(CrmStatisticsProductReqVO reqVO) {
+        // 情况一：选中某个用户
+        if (ObjUtil.isNotNull(reqVO.getUserId())) {
+            return ListUtil.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);
+    }
+
+}

yudao-module-crm/src/main/resources/mapper/permission/CrmOwnerRecordMapper.xml

@@ -0,0 +1,70 @@
+<?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.permission.CrmOwnerRecordMapper">
+
+    <select id="selectPoolCustomerPutCountByDate"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByDateRespVO">
+        SELECT DATE_FORMAT(create_time, '%Y-%m-%d') AS time,
+               COUNT(*) AS customer_put_count
+          FROM crm_owner_record
+         WHERE deleted = 0
+           AND biz_type = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
+           AND pre_owner_user_id IN
+                <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+                    #{userId}
+                </foreach>
+           AND post_owner_user_id IS NULL
+           AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
+         GROUP BY time
+    </select>
+
+    <select id="selectPoolCustomerTakeCountByDate"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByDateRespVO">
+        SELECT DATE_FORMAT(create_time, '%Y-%m-%d') AS time,
+               COUNT(*) AS customer_take_count
+          FROM crm_owner_record
+         WHERE deleted = 0
+           AND biz_type = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
+           AND pre_owner_user_id IS NULL
+           AND post_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>
+
+    <select id="selectPoolCustomerPutCountByUser"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByUserRespVO">
+        SELECT pre_owner_user_id AS owner_user_id,
+               COUNT(*) AS customer_put_count
+          FROM crm_owner_record
+         WHERE deleted = 0
+           AND biz_type = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
+           AND pre_owner_user_id IN
+                <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+                    #{userId}
+                </foreach>
+           AND post_owner_user_id IS NULL
+           AND create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
+         GROUP BY pre_owner_user_id
+    </select>
+
+    <select id="selectPoolCustomerTakeCountByUser"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.customer.CrmStatisticsPoolSummaryByUserRespVO">
+        SELECT post_owner_user_id AS owner_user_id,
+               COUNT(*) AS customer_take_count
+          FROM crm_owner_record
+         WHERE deleted = 0
+           AND biz_type = ${@cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum@CRM_CUSTOMER.type}
+           AND pre_owner_user_id IS NULL
+           AND post_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 post_owner_user_id
+    </select>
+
+</mapper>

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

@@ -25,6 +25,9 @@
         <if test="status != null">
             AND end_status = #{status}
         </if>
+        <if test="reqVO.statusTypeId != null">
+            AND status_type_id = #{reqVO.statusTypeId}
+        </if>
         AND owner_user_id IN
         <foreach collection="reqVO.userIds" item="userId" open="(" close=")" separator=",">
             #{userId}
@@ -38,9 +41,12 @@
         SELECT
             end_status AS endStatus,
             COUNT(*) AS businessCount,
-            SUM(total_price) AS totalPrice
+            IFNULL(SUM(total_price), 0) AS totalPrice
         FROM crm_business
         WHERE deleted = 0 AND end_status IS NOT NULL
+        <if test="statusTypeId != null">
+            AND status_type_id = #{statusTypeId}
+        </if>
         AND owner_user_id IN
         <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
             #{userId}
@@ -50,14 +56,44 @@
         GROUP BY end_status
     </select>
 
+    <select id="selectBusinessSummaryListGroupByStatus"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByStatusRespVO">
+        SELECT
+            status.id AS statusId,
+            status.name AS statusName,
+            status.percent AS statusPercent,
+            status.sort AS sort,
+            COUNT(business.id) AS businessCount,
+            IFNULL(SUM(business.total_price), 0) AS totalPrice
+        FROM crm_business_status status
+        LEFT JOIN crm_business business ON business.status_id = status.id
+            AND business.deleted = 0
+            AND business.end_status IS NULL
+            AND business.owner_user_id IN
+            <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+                #{userId}
+            </foreach>
+            AND business.create_time BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND
+            #{times[1],javaType=java.time.LocalDateTime}
+        WHERE status.deleted = 0
+        <if test="statusTypeId != null">
+            AND status.type_id = #{statusTypeId}
+        </if>
+        GROUP BY status.id, status.name, status.percent, status.sort
+        ORDER BY status.sort ASC
+    </select>
+
     <select id="selectBusinessSummaryGroupByDate"
             resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.funnel.CrmStatisticsBusinessSummaryByDateRespVO">
         SELECT
             DATE_FORMAT(create_time, '%Y-%m-%d') AS time,
             COUNT(*) AS businessCreateCount,
-            SUM(total_price) AS totalPrice
+            IFNULL(SUM(total_price), 0) AS totalPrice
         FROM crm_business
         WHERE deleted = 0
+        <if test="statusTypeId != null">
+            AND status_type_id = #{statusTypeId}
+        </if>
         AND owner_user_id IN
         <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
             #{userId}
@@ -75,6 +111,9 @@
             SUM(IF(end_status = 1, 1, 0)) AS businessWinCount
         FROM crm_business
         WHERE deleted = 0
+        <if test="statusTypeId != null">
+            AND status_type_id = #{statusTypeId}
+        </if>
         AND owner_user_id IN
         <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
             #{userId}

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

@@ -53,4 +53,31 @@
         GROUP BY time
     </select>
 
+    <select id="selectContractSummary"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceSummaryRespVO">
+        SELECT DATE_FORMAT(contract.order_date, '%Y%m') AS time,
+               COUNT(DISTINCT contract.id) AS contract_count,
+               IFNULL(SUM(contract.total_price), 0) AS contract_price,
+               IFNULL(SUM(receivable.receivable_price), 0) AS receivable_price,
+               IFNULL(SUM(contract.total_price), 0) - IFNULL(SUM(receivable.receivable_price), 0) AS unreceived_price
+          FROM crm_contract AS contract
+                LEFT JOIN (
+                    SELECT contract_id,
+                           IFNULL(SUM(price), 0) AS receivable_price
+                      FROM crm_receivable
+                     WHERE deleted = 0
+                       AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
+                     GROUP BY contract_id
+                ) AS receivable ON contract.id = receivable.contract_id
+         WHERE contract.deleted = 0
+           AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
+           AND contract.owner_user_id in
+                <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+                    #{userId}
+                </foreach>
+           AND contract.order_date between #{times[0],javaType=java.time.LocalDateTime} and
+                #{times[1],javaType=java.time.LocalDateTime}
+         GROUP BY time
+    </select>
+
 </mapper>

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

@@ -0,0 +1,41 @@
+<?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.CrmStatisticsPerformanceTargetMapper">
+
+    <resultMap id="CrmStatisticsPerformanceTargetActualResultMap"
+               type="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.performance.CrmStatisticsPerformanceTargetActualRespVO">
+        <result property="month" column="month"/>
+        <result property="currentPrice" column="current_price"/>
+    </resultMap>
+
+    <select id="selectContractActualByMonth"
+            resultMap="CrmStatisticsPerformanceTargetActualResultMap">
+        SELECT MONTH(order_date) AS month,
+               IFNULL(SUM(total_price), 0) AS current_price
+          FROM crm_contract
+         WHERE deleted = 0
+           AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
+           AND owner_user_id IN
+                <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+                    #{userId}
+                </foreach>
+           AND YEAR(order_date) = #{year}
+         GROUP BY MONTH(order_date)
+    </select>
+
+    <select id="selectReceivableActualByMonth"
+            resultMap="CrmStatisticsPerformanceTargetActualResultMap">
+        SELECT MONTH(return_time) AS month,
+               IFNULL(SUM(price), 0) AS current_price
+          FROM crm_receivable
+         WHERE deleted = 0
+           AND audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
+           AND owner_user_id IN
+                <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+                    #{userId}
+                </foreach>
+           AND YEAR(return_time) = #{year}
+         GROUP BY MONTH(return_time)
+    </select>
+
+</mapper>

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

@@ -0,0 +1,68 @@
+<?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.CrmStatisticsProductMapper">
+
+    <sql id="ProductStatisticsWhere">
+        contract.deleted = 0
+        AND contract_product.deleted = 0
+        AND product.deleted = 0
+        AND contract.audit_status = ${@cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum@APPROVE.status}
+        AND contract.owner_user_id IN
+            <foreach collection="userIds" item="userId" open="(" close=")" separator=",">
+                #{userId}
+            </foreach>
+        AND contract.order_date BETWEEN #{times[0],javaType=java.time.LocalDateTime} AND #{times[1],javaType=java.time.LocalDateTime}
+        <if test="categoryIds != null and categoryIds.size() > 0">
+            AND product.category_id IN
+            <foreach collection="categoryIds" item="categoryId" open="(" close=")" separator=",">
+                #{categoryId}
+            </foreach>
+        </if>
+        <if test="productId != null">
+            AND product.id = #{productId}
+        </if>
+    </sql>
+
+    <select id="selectProductSalesList"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductSalesRespVO">
+        SELECT category.id AS category_id,
+               IFNULL(category.name, '未分类') AS category_name,
+               product.id AS product_id,
+               product.name AS product_name,
+               contract.id AS contract_id,
+               contract.no AS contract_no,
+               contract.name AS contract_name,
+               contract.owner_user_id,
+               owner.nickname AS owner_user_name,
+               customer.id AS customer_id,
+               customer.name AS customer_name,
+               contract_product.product_price,
+               contract_product.count AS product_count,
+               contract_product.total_price AS product_total_price
+          FROM crm_contract_product AS contract_product
+                INNER JOIN crm_contract AS contract ON contract_product.contract_id = contract.id
+                INNER JOIN crm_product AS product ON contract_product.product_id = product.id
+                LEFT JOIN crm_product_category AS category ON product.category_id = category.id AND category.deleted = 0
+                LEFT JOIN crm_customer AS customer ON contract.customer_id = customer.id AND customer.deleted = 0
+                LEFT JOIN system_users AS owner ON contract.owner_user_id = owner.id AND owner.deleted = 0
+         WHERE <include refid="ProductStatisticsWhere"/>
+         ORDER BY category.id ASC, product.id ASC, contract.order_date DESC
+    </select>
+
+    <select id="selectProductCategorySummary"
+            resultType="cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.product.CrmStatisticsProductCategoryRespVO">
+        SELECT category.id AS category_id,
+               IFNULL(category.name, '未分类') AS category_name,
+               COUNT(DISTINCT contract.id) AS contract_count,
+               IFNULL(SUM(contract_product.count), 0) AS product_count,
+               IFNULL(SUM(contract_product.total_price), 0) AS product_total_price
+          FROM crm_contract_product AS contract_product
+                INNER JOIN crm_contract AS contract ON contract_product.contract_id = contract.id
+                INNER JOIN crm_product AS product ON contract_product.product_id = product.id
+                LEFT JOIN crm_product_category AS category ON product.category_id = category.id AND category.deleted = 0
+         WHERE <include refid="ProductStatisticsWhere"/>
+         GROUP BY category.id, category.name
+         ORDER BY product_count DESC, product_total_price DESC
+    </select>
+
+</mapper>

yudao-module-mes/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/dv/checkrecord/MesDvCheckRecordLineController.java

@@ -83,6 +83,16 @@ public class MesDvCheckRecordLineController {
         return success(new PageResult<>(buildCheckRecordLineRespVOList(pageResult.getList()), pageResult.getTotal()));
     }
 
+    @GetMapping("/list-by-record-id")
+    @Operation(summary = "获得指定点检记录的明细列表")
+    @Parameter(name = "recordId", description = "点检记录编号", required = true)
+    @PreAuthorize("@ss.hasPermission('mes:dv-check-record:query')")
+    public CommonResult<List<MesDvCheckRecordLineRespVO>> getCheckRecordLineListByRecordId(
+            @RequestParam("recordId") Long recordId) {
+        List<MesDvCheckRecordLineDO> list = checkRecordLineService.getCheckRecordLineListByRecordId(recordId);
+        return success(buildCheckRecordLineRespVOList(list));
+    }
+
     // ==================== 拼接 VO ====================
 
     private List<MesDvCheckRecordLineRespVO> buildCheckRecordLineRespVOList(List<MesDvCheckRecordLineDO> list) {

yudao-module-mes/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/dv/maintenrecord/MesDvMaintenRecordLineController.java

@@ -89,6 +89,16 @@ public class MesDvMaintenRecordLineController {
         return success(new PageResult<>(buildMaintenRecordLineRespVOList(pageResult.getList()), pageResult.getTotal()));
     }
 
+    @GetMapping("/list-by-record-id")
+    @Operation(summary = "获得指定保养记录的明细列表")
+    @Parameter(name = "recordId", description = "保养记录编号", required = true)
+    @PreAuthorize("@ss.hasPermission('mes:dv-mainten-record:query')")
+    public CommonResult<List<MesDvMaintenRecordLineRespVO>> getMaintenRecordLineListByRecordId(
+            @RequestParam("recordId") Long recordId) {
+        List<MesDvMaintenRecordLineDO> list = maintenRecordLineService.getMaintenRecordLineListByRecordId(recordId);
+        return success(buildMaintenRecordLineRespVOList(list));
+    }
+
     @GetMapping("/export-excel")
     @Operation(summary = "导出设备保养记录明细 Excel")
     @PreAuthorize("@ss.hasPermission('mes:dv-mainten-record:export')")

yudao-module-mes/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/dv/repair/MesDvRepairLineController.java

@@ -89,6 +89,16 @@ public class MesDvRepairLineController {
         return success(new PageResult<>(buildRepairLineRespVOList(pageResult.getList()), pageResult.getTotal()));
     }
 
+    @GetMapping("/list-by-repair-id")
+    @Operation(summary = "获得指定维修工单的明细列表")
+    @Parameter(name = "repairId", description = "维修工单编号", required = true)
+    @PreAuthorize("@ss.hasPermission('mes:dv-repair:query')")
+    public CommonResult<List<MesDvRepairLineRespVO>> getRepairLineListByRepairId(
+            @RequestParam("repairId") Long repairId) {
+        List<MesDvRepairLineDO> list = repairLineService.getRepairLineListByRepairId(repairId);
+        return success(buildRepairLineRespVOList(list));
+    }
+
     @GetMapping("/export-excel")
     @Operation(summary = "导出维修工单行 Excel")
     @PreAuthorize("@ss.hasPermission('mes:dv-repair:export')")

yudao-module-mes/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/pro/workorder/MesProWorkOrderBomController.java

@@ -96,6 +96,16 @@ public class MesProWorkOrderBomController {
         return success(new PageResult<>(buildWorkOrderBomRespVOList(pageResult.getList()), pageResult.getTotal()));
     }
 
+    @GetMapping("/list-by-work-order-id")
+    @Operation(summary = "获得工单 BOM 列表")
+    @Parameter(name = "workOrderId", description = "工单编号", required = true)
+    @PreAuthorize("@ss.hasPermission('mes:pro-work-order:query')")
+    public CommonResult<List<MesProWorkOrderBomRespVO>> getWorkOrderBomListByWorkOrderId(
+            @RequestParam("workOrderId") Long workOrderId) {
+        List<MesProWorkOrderBomDO> list = workOrderBomService.getWorkOrderBomListByWorkOrderId(workOrderId);
+        return success(buildWorkOrderBomRespVOList(list));
+    }
+
     @GetMapping("/item-list-by-work-order-id")
     @Operation(summary = "获得工单物料需求列表")
     @Parameter(name = "workOrderId", description = "工单编号", required = true)

yudao-module-mes/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/wm/stocktaking/task/vo/result/MesWmStockTakingTaskResultRespVO.java

@@ -77,6 +77,10 @@ public class MesWmStockTakingTaskResultRespVO {
     @ExcelProperty("账面数量")
     private BigDecimal quantity;
 
+    @Schema(description = "实盘数量", example = "98.000000")
+    @ExcelProperty("实盘数量")
+    private BigDecimal takingQuantity;
+
     @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
     @ExcelProperty("创建时间")
     private LocalDateTime createTime;

yudao-module-mes/src/main/java/cn/iocoder/yudao/module/mes/service/dv/repair/MesDvRepairLineService.java

@@ -7,6 +7,8 @@ import cn.iocoder.yudao.module.mes.dal.dataobject.dv.repair.MesDvRepairLineDO;
 
 import jakarta.validation.Valid;
 
+import java.util.List;
+
 /**
  * MES 维修工单行 Service 接口
  *
@@ -52,6 +54,14 @@ public interface MesDvRepairLineService {
      */
     PageResult<MesDvRepairLineDO> getRepairLinePage(MesDvRepairLinePageReqVO pageReqVO);
 
+    /**
+     * 获得指定维修工单的明细列表
+     *
+     * @param repairId 维修工单编号
+     * @return 明细列表
+     */
+    List<MesDvRepairLineDO> getRepairLineListByRepairId(Long repairId);
+
     /**
      * 根据维修工单编号删除所有行
      *

yudao-module-mes/src/main/java/cn/iocoder/yudao/module/mes/service/dv/repair/MesDvRepairLineServiceImpl.java

@@ -12,6 +12,8 @@ import org.springframework.context.annotation.Lazy;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
 
+import java.util.List;
+
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
 import static cn.iocoder.yudao.module.mes.enums.ErrorCodeConstants.*;
 
@@ -99,6 +101,11 @@ public class MesDvRepairLineServiceImpl implements MesDvRepairLineService {
         return repairLineMapper.selectPage(pageReqVO);
     }
 
+    @Override
+    public List<MesDvRepairLineDO> getRepairLineListByRepairId(Long repairId) {
+        return repairLineMapper.selectListByRepairId(repairId);
+    }
+
     @Override
     public void deleteByRepairId(Long repairId) {
         repairLineMapper.deleteByRepairId(repairId);

yudao-server/src/main/resources/application.yaml

@@ -273,7 +273,7 @@ yudao:
     permit-all_urls:
       - /admin-api/mp/open/** # 微信公众号开放平台，微信回调接口，不需要登录
   api-encrypt:
-    enable: true # 是否开启 API 加密
+    enable: false # 是否开启 API 加密。默认关闭，避免低版本 JDK 8（8u120 以下）启动时 bcprov 的 JCE 认证报错
     algorithm: AES # 加密算法，支持 AES、RSA 等
     request-key: 52549111389893486934626385991395 # 【AES 案例】请求加密的秘钥，，必须 16、24、32 位
     response-key: 96103715984234343991809655248883 # 【AES 案例】响应加密的秘钥，AES 案例，必须 16、24、32 位