Skip to content

phsl / admin

Go to a project
Commit 56829ff9 by 芋道源码 Committed by Gitee
Options

!426 CRM: 完善销售漏斗分析 

Merge pull request !426 from puhui999/dev-crm
parents 6037ac40 bc95dc29
Showing with 694 additions and 83 deletions
package.json
...@@ -6,11 +6,11 @@ ...@@ -6,11 +6,11 @@
"private": false, "private": false,
"scripts": { "scripts": {
"i": "pnpm install", "i": "pnpm install",
"dev": "vite --mode local-dev", "local-server": "vite --mode local-dev",
"dev-server": "vite --mode dev", "dev-server": "vite --mode dev",
"ts:check": "vue-tsc --noEmit", "ts:check": "vue-tsc --noEmit",
"build:local-dev": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode local-dev", "build:local": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode local-dev",
"build:dev": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode local-dev", "build:dev": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode dev",
"build:test": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode test", "build:test": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode test",
"build:stage": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode stage", "build:stage": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode stage",
"build:prod": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode prod", "build:prod": "node --max_old_space_size=8192 ./node_modules/vite/bin/vite.js build --mode prod",
......
src/api/crm/statistics/funnel.ts 0 → 100644
import request from '@/config/axios'
export interface CrmStatisticFunnelRespVO {
customerCount: number // 客户数
businessCount: number // 商机数
winCount: number // 赢单数
}
export interface CrmStatisticsBusinessSummaryByDateRespVO {
time: string // 时间
businessCreateCount: number // 商机数
businessDealCount: number // 商机金额
}
// 客户分析 API
export const StatisticFunnelApi = {
// 1. 获取销售漏斗统计数据
getFunnelSummary: (params: any) => {
return request.get({
url: '/crm/statistics-funnel/get-funnel-summary',
params
})
},
// 2. 获取商机结束状态统计
getBusinessEndStatusSummary: (params: any) => {
return request.get({
url: '/crm/statistics-funnel/get-business-end-status-summary',
params
})
},
// 3. 获取新增商机分析(按日期)
getBusinessSummaryByDate: (params: any) => {
return request.get({
url: '/crm/statistics-funnel/get-business-summary-by-date',
params
})
},
// 4. 获取商机列表(按日期)
getBusinessPageByDate: (params: any) => {
return request.get({
url: '/crm/statistics-funnel/get-business-page-by-date',
params
})
}
}
src/components/DictSelect/src/DictSelect.vue
...@@ -33,7 +33,6 @@ import { getBoolDictOptions, getIntDictOptions, getStrDictOptions } from '@/util ...@@ -33,7 +33,6 @@ import { getBoolDictOptions, getIntDictOptions, getStrDictOptions } from '@/util
// 接受父组件参数 // 接受父组件参数
interface Props { interface Props {
modelValue?: any // 值
dictType: string // 字典类型 dictType: string // 字典类型
valueType: string // 字典值类型 valueType: string // 字典值类型
} }
......
src/utils/dict.ts
...@@ -197,14 +197,15 @@ export enum DICT_TYPE { ...@@ -197,14 +197,15 @@ export enum DICT_TYPE {
// ========== CRM - 客户管理模块 ========== // ========== CRM - 客户管理模块 ==========
CRM_AUDIT_STATUS = 'crm_audit_status', // CRM 审批状态 CRM_AUDIT_STATUS = 'crm_audit_status', // CRM 审批状态
CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型 CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型
CRM_BUSINESS_END_STATUS_TYPE = 'crm_business_end_status_type', // CRM 商机结束状态类型
CRM_RECEIVABLE_RETURN_TYPE = 'crm_receivable_return_type', // CRM 回款的还款方式 CRM_RECEIVABLE_RETURN_TYPE = 'crm_receivable_return_type', // CRM 回款的还款方式
CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry', CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry', // CRM 客户所属行业
CRM_CUSTOMER_LEVEL = 'crm_customer_level', CRM_CUSTOMER_LEVEL = 'crm_customer_level', // CRM 客户级别
CRM_CUSTOMER_SOURCE = 'crm_customer_source', CRM_CUSTOMER_SOURCE = 'crm_customer_source', // CRM 客户来源
CRM_PRODUCT_STATUS = 'crm_product_status', CRM_PRODUCT_STATUS = 'crm_product_status', // CRM 商品状态
CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别 CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别
CRM_PRODUCT_UNIT = 'crm_product_unit', // 产品单位 CRM_PRODUCT_UNIT = 'crm_product_unit', // CRM 产品单位
CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type', // 跟进方式 CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type', // CRM 跟进方式
// ========== ERP - 企业资源计划模块 ========== // ========== ERP - 企业资源计划模块 ==========
ERP_AUDIT_STATUS = 'erp_audit_status', // ERP 审批状态 ERP_AUDIT_STATUS = 'erp_audit_status', // ERP 审批状态
......
src/views/crm/business/index.vue
...@@ -5,35 +5,43 @@ ...@@ -5,35 +5,43 @@
<ContentWrap> <ContentWrap>
<!-- 搜索工作栏 --> <!-- 搜索工作栏 -->
<el-form <el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef" ref="queryFormRef"
:inline="true" :inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px" label-width="68px"
> >
<el-form-item label="商机名称" prop="name"> <el-form-item label="商机名称" prop="name">
<el-input <el-input
v-model="queryParams.name" v-model="queryParams.name"
placeholder="请输入商机名称" class="!w-240px"
clearable clearable
placeholder="请输入商机名称"
@keyup.enter="handleQuery" @keyup.enter="handleQuery"
class="!w-240px"
/> />
</el-form-item> </el-form-item>
<el-form-item> <el-form-item>
<el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button> <el-button @click="handleQuery">
<el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button> <Icon class="mr-5px" icon="ep:search" />
<el-button type="primary" @click="openForm('create')" v-hasPermi="['crm:business:create']"> 搜索
<Icon icon="ep:plus" class="mr-5px" /> 新增 </el-button>
<el-button @click="resetQuery">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
<el-button v-hasPermi="['crm:business:create']" type="primary" @click="openForm('create')">
<Icon class="mr-5px" icon="ep:plus" />
新增
</el-button> </el-button>
<el-button <el-button
type="success" v-hasPermi="['crm:business:export']"
:loading="exportLoading"
plain plain
type="success"
@click="handleExport" @click="handleExport"
:loading="exportLoading"
v-hasPermi="['crm:business:export']"
> >
<Icon icon="ep:download" class="mr-5px" /> 导出 <Icon class="mr-5px" icon="ep:download" />
导出
</el-button> </el-button>
</el-form-item> </el-form-item>
</el-form> </el-form>
...@@ -46,8 +54,8 @@ ...@@ -46,8 +54,8 @@
<el-tab-pane label="我参与的" name="2" /> <el-tab-pane label="我参与的" name="2" />
<el-tab-pane label="下属负责的" name="3" /> <el-tab-pane label="下属负责的" name="3" />
</el-tabs> </el-tabs>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true"> <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="商机名称" fixed="left" prop="name" width="160"> <el-table-column align="center" fixed="left" label="商机名称" prop="name" width="160">
<template #default="scope"> <template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)"> <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.name }} {{ scope.row.name }}
...@@ -66,17 +74,17 @@ ...@@ -66,17 +74,17 @@
</template> </template>
</el-table-column> </el-table-column>
<el-table-column <el-table-column
label="商机金额（元）" :formatter="erpPriceTableColumnFormatter"
align="center" align="center"
label="商机金额（元）"
prop="totalPrice" prop="totalPrice"
width="140" width="140"
:formatter="erpPriceTableColumnFormatter"
/> />
<el-table-column <el-table-column
label="预计成交日期" :formatter="dateFormatter"
align="center" align="center"
label="预计成交日期"
prop="dealTime" prop="dealTime"
:formatter="dateFormatter"
width="180px" width="180px"
/> />
<el-table-column align="center" label="备注" prop="remark" width="200" /> <el-table-column align="center" label="备注" prop="remark" width="200" />
...@@ -97,49 +105,49 @@ ...@@ -97,49 +105,49 @@
width="180px" width="180px"
/> />
<el-table-column <el-table-column
label="更新时间" :formatter="dateFormatter"
align="center" align="center"
label="更新时间"
prop="updateTime" prop="updateTime"
:formatter="dateFormatter"
width="180px" width="180px"
/> />
<el-table-column <el-table-column
label="创建时间" :formatter="dateFormatter"
align="center" align="center"
label="创建时间"
prop="createTime" prop="createTime"
:formatter="dateFormatter"
width="180px" width="180px"
/> />
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" /> <el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
<el-table-column <el-table-column
label="商机状态组"
align="center" align="center"
prop="statusTypeName"
fixed="right" fixed="right"
label="商机状态组"
prop="statusTypeName"
width="140" width="140"
/> />
<el-table-column <el-table-column
label="商机阶段"
align="center" align="center"
prop="statusName"
fixed="right" fixed="right"
label="商机阶段"
prop="statusName"
width="120" width="120"
/> />
<el-table-column label="操作" align="center" fixed="right" width="130px"> <el-table-column align="center" fixed="right" label="操作" width="130px">
<template #default="scope"> <template #default="scope">
<el-button <el-button
v-hasPermi="['crm:business:update']"
link link
type="primary" type="primary"
@click="openForm('update', scope.row.id)" @click="openForm('update', scope.row.id)"
v-hasPermi="['crm:business:update']"
> >
编辑 编辑
</el-button> </el-button>
<el-button <el-button
v-hasPermi="['crm:business:delete']"
link link
type="danger" type="danger"
@click="handleDelete(scope.row.id)" @click="handleDelete(scope.row.id)"
v-hasPermi="['crm:business:delete']"
> >
删除 删除
</el-button> </el-button>
...@@ -148,9 +156,9 @@ ...@@ -148,9 +156,9 @@
</el-table> </el-table>
<!-- 分页 --> <!-- 分页 -->
<Pagination <Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize" v-model:limit="queryParams.pageSize"
v-model:page="queryParams.pageNo"
:total="total"
@pagination="getList" @pagination="getList"
/> />
</ContentWrap> </ContentWrap>
...@@ -159,7 +167,7 @@ ...@@ -159,7 +167,7 @@
<BusinessForm ref="formRef" @success="getList" /> <BusinessForm ref="formRef" @success="getList" />
</template> </template>
<script setup lang="ts"> <script lang="ts" setup>
import { dateFormatter } from '@/utils/formatTime' import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download' import download from '@/utils/download'
import * as BusinessApi from '@/api/crm/business' import * as BusinessApi from '@/api/crm/business'
...@@ -216,7 +224,7 @@ const handleTabClick = (tab: TabsPaneContext) => { ...@@ -216,7 +224,7 @@ const handleTabClick = (tab: TabsPaneContext) => {
} }
/** 打开客户详情 */ /** 打开客户详情 */
const { currentRoute, push } = useRouter() const { push } = useRouter()
const openDetail = (id: number) => { const openDetail = (id: number) => {
push({ name: 'CrmBusinessDetail', params: { id } }) push({ name: 'CrmBusinessDetail', params: { id } })
} }
......
src/views/crm/statistics/funnel/components/BusinessSummary.vue 0 → 100644
<!-- 客户总量统计 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-card>
<!-- 统计列表 -->
<el-card class="mt-16px" shadow="never">
<el-table v-loading="loading" :data="list">
<el-table-column align="center" fixed="left" label="序号" type="index" width="80" />
<el-table-column align="center" fixed="left" label="商机名称" prop="name" width="160">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.name }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
{{ scope.row.customerName }}
</el-link>
</template>
</el-table-column>
<el-table-column
:formatter="erpPriceTableColumnFormatter"
align="center"
label="商机金额（元）"
prop="totalPrice"
width="140"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="预计成交日期"
prop="dealTime"
width="180px"
/>
<el-table-column align="center" label="备注" prop="remark" width="200" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="下次联系时间"
prop="contactNextTime"
width="180px"
/>
<el-table-column align="center" label="负责人" prop="ownerUserName" width="100px" />
<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="最后跟进时间"
prop="contactLastTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="更新时间"
prop="updateTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
<el-table-column
align="center"
fixed="right"
label="商机状态组"
prop="statusTypeName"
width="140"
/>
<el-table-column
align="center"
fixed="right"
label="商机阶段"
prop="statusName"
width="120"
/>
</el-table>
<!-- 分页 -->
<Pagination
v-model:limit="queryParams0.pageSize"
v-model:page="queryParams0.pageNo"
:total="total"
@pagination="getList"
/>
</el-card>
</template>
<script lang="ts" setup>
import {
CrmStatisticsBusinessSummaryByDateRespVO,
StatisticFunnelApi
} from '@/api/crm/statistics/funnel'
import { EChartsOption } from 'echarts'
import { erpPriceTableColumnFormatter } from '@/utils'
import { dateFormatter } from '@/utils/formatTime'
defineOptions({ name: 'BusinessSummary' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const queryParams0 = reactive({
pageNo: 1,
pageSize: 10
})
const loading = ref(false) // 加载中
const list = ref([]) // 列表的数据
const total = ref(0)
/** 将传进来的值赋值给 formData */
watch(
() => props.queryParams,
(data) => {
if (!data) {
return
}
const newObj = { ...queryParams0, ...data }
Object.assign(queryParams0, newObj)
},
{
immediate: true
}
)
/** 柱状图配置：纵向 */
const echartsOption = reactive<EChartsOption>({
grid: {
left: 30,
right: 30, // 让 X 轴右侧显示完整
bottom: 20,
containLabel: true
},
legend: {},
series: [
{
name: '新增商机数量',
type: 'bar',
yAxisIndex: 0,
data: []
},
{
name: '新增商机金额',
type: 'bar',
yAxisIndex: 1,
data: []
}
],
toolbox: {
feature: {
dataZoom: {
xAxisIndex: false // 数据区域缩放：Y 轴不缩放
},
brush: {
type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
},
saveAsImage: { show: true, name: '客户总量分析' } // 保存为图片
}
},
tooltip: {
trigger: 'axis',
axisPointer: {
type: 'shadow'
}
},
yAxis: [
{
type: 'value',
name: '新增商机数量',
min: 0,
minInterval: 1 // 显示整数刻度
},
{
type: 'value',
name: '新增商机金额',
min: 0,
minInterval: 1, // 显示整数刻度
splitLine: {
lineStyle: {
type: 'dotted', // 右侧网格线虚化, 减少混乱
opacity: 0.7
}
}
}
],
xAxis: {
type: 'category',
name: '日期',
data: []
}
}) as EChartsOption
/** 获取数据并填充图表 */
const fetchAndFill = async () => {
// 1. 加载统计数据
const businessSummaryByDate = await StatisticFunnelApi.getBusinessSummaryByDate(props.queryParams)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = businessSummaryByDate.map(
(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.time
)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = businessSummaryByDate.map(
(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.businessCreateCount
)
}
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
echartsOption.series[1]['data'] = businessSummaryByDate.map(
(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.businessDealCount
)
}
// 2.2 更新列表数据
await getList()
}
/** 获取商机列表 */
const getList = async () => {
const data = await StatisticFunnelApi.getBusinessPageByDate(props.queryParams)
list.value = data.list
total.value = data.total
}
/** 打开客户详情 */
const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmBusinessDetail', params: { id } })
}
/** 打开客户详情 */
const openCustomerDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
}
/** 获取统计数据 */
const loadData = async () => {
loading.value = true
try {
await fetchAndFill()
} finally {
loading.value = false
}
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>
src/views/crm/statistics/funnel/components/FunnelBusiness.vue 0 → 100644
<!-- 销售漏斗分析 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
<el-row>
<el-col :span="24">
<el-skeleton :loading="loading" animated>
<Echart :height="500" :options="echartsOption" />
</el-skeleton>
</el-col>
</el-row>
</el-card>
<!-- 统计列表 -->
<el-card class="mt-16px" shadow="never">
<el-table v-loading="loading" :data="list">
<el-table-column align="center" label="序号" type="index" width="80" />
<el-table-column align="center" label="阶段" prop="endStatus" width="200">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_BUSINESS_END_STATUS_TYPE" :value="scope.row.endStatus" />
</template>
</el-table-column>
<el-table-column align="center" label="商机数" min-width="200" prop="businessCount" />
<el-table-column align="center" label="商机总金额(元)" min-width="200" prop="totalPrice" />
</el-table>
</el-card>
</template>
<script lang="ts" setup>
import { CrmStatisticFunnelRespVO, StatisticFunnelApi } from '@/api/crm/statistics/funnel'
import { EChartsOption } from 'echarts'
import { DICT_TYPE } from '@/utils/dict'
import echarts from '@/plugins/echarts'
import { FunnelChart } from 'echarts/charts'
echarts?.use([FunnelChart])
defineOptions({ name: 'FunnelBusiness' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<CrmStatisticFunnelRespVO[]>([]) // 列表的数据
/** 销售漏斗 */
const echartsOption = reactive<EChartsOption>({
title: {
text: '销售漏斗'
},
tooltip: {
trigger: 'item',
formatter: '{a} <br/>{b}'
},
toolbox: {
feature: {
dataView: { readOnly: false },
restore: {},
saveAsImage: {}
}
},
legend: {
data: ['客户', '商机', '赢单']
},
series: [
{
name: '销售漏斗',
type: 'funnel',
left: '10%',
top: 60,
bottom: 60,
width: '80%',
min: 0,
max: 100,
minSize: '0%',
maxSize: '100%',
sort: 'descending',
gap: 2,
label: {
show: true,
position: 'inside'
},
labelLine: {
length: 10,
lineStyle: {
width: 1,
type: 'solid'
}
},
itemStyle: {
borderColor: '#fff',
borderWidth: 1
},
emphasis: {
label: {
fontSize: 20
}
},
data: [
{ value: 60, name: '客户-0个' },
{ value: 40, name: '商机-0个' },
{ value: 20, name: '赢单-0个' }
]
}
]
}) as EChartsOption
/** 获取统计数据 */
const loadData = async () => {
loading.value = true
// 1. 加载漏斗数据
const data = (await StatisticFunnelApi.getFunnelSummary(
props.queryParams
)) as CrmStatisticFunnelRespVO
// 2.1 更新 Echarts 数据
if (
!!data &&
echartsOption.series &&
echartsOption.series[0] &&
echartsOption.series[0]['data']
) {
// tips：写死 value 值是为了保持漏斗顺序不变
const list: { value: number; name: string }[] = []
list.push({ value: 60, name: `客户-${data.customerCount || 0}个` })
list.push({ value: 40, name: `商机-${data.businessCount || 0}个` })
list.push({ value: 20, name: `赢单-${data.winCount || 0}个` })
echartsOption.series[0]['data'] = list
}
// 2.2 获取商机结束状态统计
list.value = await StatisticFunnelApi.getBusinessEndStatusSummary(props.queryParams)
loading.value = false
}
defineExpose({ loadData })
/** 初始化 */
onMounted(() => {
loadData()
})
</script>
src/views/crm/statistics/funnel/index.vue 0 → 100644
<!-- 数据统计 - 客户画像 -->
<template>
<ContentWrap>
<!-- 搜索工作栏 -->
<el-form
ref="queryFormRef"
:inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px"
>
<el-form-item label="时间范围" prop="orderDate">
<el-date-picker
v-model="queryParams.times"
:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
:shortcuts="defaultShortcuts"
class="!w-240px"
end-placeholder="结束日期"
start-placeholder="开始日期"
type="daterange"
value-format="YYYY-MM-DD HH:mm:ss"
@change="handleQuery"
/>
</el-form-item>
<el-form-item label="时间间隔" prop="interval">
<el-select
v-model="queryParams.interval"
class="!w-240px"
placeholder="间隔类型"
@change="handleQuery"
>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.DATE_INTERVAL)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
<el-form-item label="归属部门" prop="deptId">
<el-tree-select
v-model="queryParams.deptId"
:data="deptList"
:props="defaultProps"
check-strictly
class="!w-240px"
node-key="id"
placeholder="请选择归属部门"
@change="(queryParams.userId = undefined), handleQuery()"
/>
</el-form-item>
<el-form-item label="员工" prop="userId">
<el-select
v-model="queryParams.userId"
class="!w-240px"
clearable
placeholder="员工"
@change="handleQuery"
>
<el-option
v-for="(user, index) in userListByDeptId"
:key="index"
:label="user.nickname"
:value="user.id"
/>
</el-select>
</el-form-item>
<el-form-item>
<el-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
查询
</el-button>
<el-button @click="resetQuery">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
</el-form-item>
</el-form>
</ContentWrap>
<!-- 客户统计 -->
<el-col>
<el-tabs v-model="activeTab">
<el-tab-pane label="销售漏斗分析" lazy name="funnelRef">
<FunnelBusiness ref="funnelRef" :query-params="queryParams" />
</el-tab-pane>
<el-tab-pane label="新增商机分析" lazy name="businessSummaryRef">
<BusinessSummary ref="businessSummaryRef" :query-params="queryParams" />
</el-tab-pane>
<el-tab-pane label="商机转化率分析" lazy name="sourceRef" />
</el-tabs>
</el-col>
</template>
<script lang="ts" setup>
import * as DeptApi from '@/api/system/dept'
import * as UserApi from '@/api/system/user'
import { useUserStore } from '@/store/modules/user'
import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
import { defaultProps, handleTree } from '@/utils/tree'
import FunnelBusiness from './components/FunnelBusiness.vue'
import BusinessSummary from './components/BusinessSummary.vue'
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
defineOptions({ name: 'CrmStatisticsFunnel' })
const queryParams = reactive({
interval: 2, // WEEK, 周
deptId: useUserStore().getUser.deptId,
userId: undefined,
times: [
// 默认显示最近一周的数据
formatDate(beginOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24 * 7))),
formatDate(endOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24)))
]
})
const queryFormRef = ref() // 搜索的表单
const deptList = ref<Tree[]>([]) // 部门树形结构
const userList = ref<UserApi.UserVO[]>([]) // 全量用户清单
/** 根据选择的部门筛选员工清单 */
const userListByDeptId = computed(() =>
queryParams.deptId
? userList.value.filter((u: UserApi.UserVO) => u.deptId === queryParams.deptId)
: []
)
const activeTab = ref('funnelRef') // 活跃标签
const funnelRef = ref() // 销售漏斗
const businessSummaryRef = ref() // 新增商机分析
const sourceRef = ref() // 客户来源
/** 搜索按钮操作 */
const handleQuery = () => {
switch (activeTab.value) {
case 'funnelRef':
funnelRef.value?.loadData?.()
break
case 'businessSummaryRef':
businessSummaryRef.value?.loadData?.()
break
case 'sourceRef':
sourceRef.value?.loadData?.()
break
}
}
/** 当 activeTab 改变时，刷新当前活动的 tab */
watch(activeTab, () => {
handleQuery()
})
/** 重置按钮操作 */
const resetQuery = () => {
queryFormRef.value.resetFields()
handleQuery()
}
/** 初始化 */
onMounted(async () => {
deptList.value = handleTree(await DeptApi.getSimpleDeptList())
userList.value = handleTree(await UserApi.getSimpleUserList())
})
</script>
src/views/crm/statistics/portrait/components/CustomerAddress.vue → src/views/crm/statistics/portrait/components/PortraitCustomerArea.vue
...@@ -25,8 +25,7 @@ import { ...@@ -25,8 +25,7 @@ import {
StatisticsPortraitApi StatisticsPortraitApi
} from '@/api/crm/statistics/portrait' } from '@/api/crm/statistics/portrait'
// TODO @puhui999：address 换成 area 会更合适哈， defineOptions({ name: 'PortraitCustomerArea' })
defineOptions({ name: 'CustomerAddress' })
const props = defineProps<{ queryParams: any }>() // 搜索参数 const props = defineProps<{ queryParams: any }>() // 搜索参数
// 注册地图 // 注册地图
...@@ -107,22 +106,21 @@ const loadData = async () => { ...@@ -107,22 +106,21 @@ const loadData = async () => {
areaStatisticsList.value = areaList.map((item: CrmStatisticCustomerAreaRespVO) => { areaStatisticsList.value = areaList.map((item: CrmStatisticCustomerAreaRespVO) => {
return { return {
...item, ...item,
areaName: item.areaName // TODO @puhui999：这里最好注释下原因哈 areaName: item.areaName // TODO @puhui999：这里最好注释下原因哈, 🤣 我从 mall copy 过来的
.replace('维吾尔自治区', '') // .replace('维吾尔自治区', '')
.replace('壮族自治区', '') // .replace('壮族自治区', '')
.replace('回族自治区', '') // .replace('回族自治区', '')
.replace('自治区', '') // .replace('自治区', '')
.replace('省', '') // .replace('省', '')
} }
}) })
builderLeftMap() buildLeftMap()
builderRightMap() buildRightMap()
loading.value = false loading.value = false
} }
defineExpose({ loadData }) defineExpose({ loadData })
// TODO @puhui999：builder 改成 build 更合理哈 const buildLeftMap = () => {
const builderLeftMap = () => {
let min = 0 let min = 0
let max = 0 let max = 0
echartsOption.series![0].data = areaStatisticsList.value.map((item) => { echartsOption.series![0].data = areaStatisticsList.value.map((item) => {
...@@ -134,7 +132,7 @@ const builderLeftMap = () => { ...@@ -134,7 +132,7 @@ const builderLeftMap = () => {
echartsOption.visualMap!['max'] = max echartsOption.visualMap!['max'] = max
} }
const builderRightMap = () => { const buildRightMap = () => {
let min = 0 let min = 0
let max = 0 let max = 0
echartsOption2.series![0].data = areaStatisticsList.value.map((item) => { echartsOption2.series![0].data = areaStatisticsList.value.map((item) => {
......
src/views/crm/statistics/portrait/components/CustomerIndustry.vue → src/views/crm/statistics/portrait/components/PortraitCustomerIndustry.vue
...@@ -39,10 +39,10 @@ import { ...@@ -39,10 +39,10 @@ import {
} from '@/api/crm/statistics/portrait' } from '@/api/crm/statistics/portrait'
import { EChartsOption } from 'echarts' import { EChartsOption } from 'echarts'
import { DICT_TYPE, getDictLabel } from '@/utils/dict' import { DICT_TYPE, getDictLabel } from '@/utils/dict'
import { getSumValue } from '@/utils' import { erpCalculatePercentage, getSumValue } from '@/utils'
import { isEmpty } from '@/utils/is' import { isEmpty } from '@/utils/is'
defineOptions({ name: 'CustomerIndustry' }) defineOptions({ name: 'PortraitCustomerIndustry' })
const props = defineProps<{ queryParams: any }>() // 搜索参数 const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中 const loading = ref(false) // 加载中
...@@ -185,8 +185,9 @@ const calculateProportion = (sourceList: CrmStatisticCustomerIndustryRespVO[]) = ...@@ -185,8 +185,9 @@ const calculateProportion = (sourceList: CrmStatisticCustomerIndustryRespVO[]) =
const sumDealCount = getSumValue(list.map((item) => item.dealCount)) const sumDealCount = getSumValue(list.map((item) => item.dealCount))
list.forEach((item) => { list.forEach((item) => {
item.industryPortion = item.industryPortion =
item.customerCount === 0 ? 0 : ((item.customerCount / sumCustomerCount) * 100).toFixed(2) item.customerCount === 0 ? 0 : erpCalculatePercentage(item.customerCount, sumCustomerCount)
item.dealPortion = item.dealCount === 0 ? 0 : ((item.dealCount / sumDealCount) * 100).toFixed(2) item.dealPortion =
item.dealCount === 0 ? 0 : erpCalculatePercentage(item.dealCount, sumDealCount)
}) })
} }
......
src/views/crm/statistics/portrait/components/CustomerLevel.vue → src/views/crm/statistics/portrait/components/PortraitCustomerLevel.vue
...@@ -39,10 +39,10 @@ import { ...@@ -39,10 +39,10 @@ import {
} from '@/api/crm/statistics/portrait' } from '@/api/crm/statistics/portrait'
import { EChartsOption } from 'echarts' import { EChartsOption } from 'echarts'
import { DICT_TYPE, getDictLabel } from '@/utils/dict' import { DICT_TYPE, getDictLabel } from '@/utils/dict'
import { getSumValue } from '@/utils' import { erpCalculatePercentage, getSumValue } from '@/utils'
import { isEmpty } from '@/utils/is' import { isEmpty } from '@/utils/is'
defineOptions({ name: 'CustomerSource' }) defineOptions({ name: 'PortraitCustomerLevel' })
const props = defineProps<{ queryParams: any }>() // 搜索参数 const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中 const loading = ref(false) // 加载中
...@@ -184,10 +184,10 @@ const calculateProportion = (levelList: CrmStatisticCustomerLevelRespVO[]) => { ...@@ -184,10 +184,10 @@ const calculateProportion = (levelList: CrmStatisticCustomerLevelRespVO[]) => {
const sumCustomerCount = getSumValue(list.map((item) => item.customerCount)) const sumCustomerCount = getSumValue(list.map((item) => item.customerCount))
const sumDealCount = getSumValue(list.map((item) => item.dealCount)) const sumDealCount = getSumValue(list.map((item) => item.dealCount))
list.forEach((item) => { list.forEach((item) => {
// TODO @puhui999：可以使用 erpCalculatePercentage 方法
item.levelPortion = item.levelPortion =
item.customerCount === 0 ? 0 : ((item.customerCount / sumCustomerCount) * 100).toFixed(2) item.customerCount === 0 ? 0 : erpCalculatePercentage(item.customerCount, sumCustomerCount)
item.dealPortion = item.dealCount === 0 ? 0 : ((item.dealCount / sumDealCount) * 100).toFixed(2) item.dealPortion =
item.dealCount === 0 ? 0 : erpCalculatePercentage(item.dealCount, sumDealCount)
}) })
} }
......
src/views/crm/statistics/portrait/components/CustomerSource.vue → src/views/crm/statistics/portrait/components/PortraitCustomerSource.vue
...@@ -40,9 +40,9 @@ import { ...@@ -40,9 +40,9 @@ import {
import { EChartsOption } from 'echarts' import { EChartsOption } from 'echarts'
import { DICT_TYPE, getDictLabel } from '@/utils/dict' import { DICT_TYPE, getDictLabel } from '@/utils/dict'
import { isEmpty } from '@/utils/is' import { isEmpty } from '@/utils/is'
import { getSumValue } from '@/utils' import { erpCalculatePercentage, getSumValue } from '@/utils'
defineOptions({ name: 'CustomerSource' }) defineOptions({ name: 'PortraitCustomerSource' })
const props = defineProps<{ queryParams: any }>() // 搜索参数 const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中 const loading = ref(false) // 加载中
...@@ -185,8 +185,9 @@ const calculateProportion = (sourceList: CrmStatisticCustomerSourceRespVO[]) => ...@@ -185,8 +185,9 @@ const calculateProportion = (sourceList: CrmStatisticCustomerSourceRespVO[]) =>
const sumDealCount = getSumValue(list.map((item) => item.dealCount)) const sumDealCount = getSumValue(list.map((item) => item.dealCount))
list.forEach((item) => { list.forEach((item) => {
item.sourcePortion = item.sourcePortion =
item.customerCount === 0 ? 0 : ((item.customerCount / sumCustomerCount) * 100).toFixed(2) item.customerCount === 0 ? 0 : erpCalculatePercentage(item.customerCount, sumCustomerCount)
item.dealPortion = item.dealCount === 0 ? 0 : ((item.dealCount / sumDealCount) * 100).toFixed(2) item.dealPortion =
item.dealCount === 0 ? 0 : erpCalculatePercentage(item.dealCount, sumDealCount)
}) })
} }
......
src/views/crm/statistics/portrait/index.vue
...@@ -60,20 +60,20 @@ ...@@ -60,20 +60,20 @@
<el-col> <el-col>
<el-tabs v-model="activeTab"> <el-tabs v-model="activeTab">
<!-- 城市分布分析 --> <!-- 城市分布分析 -->
<el-tab-pane label="城市分布分析" lazy name="addressRef"> <el-tab-pane label="城市分布分析" lazy name="areaRef">
<CustomerAddress ref="addressRef" :query-params="queryParams" /> <PortraitCustomerArea ref="areaRef" :query-params="queryParams" />
</el-tab-pane> </el-tab-pane>
<!-- 客户级别分析 --> <!-- 客户级别分析 -->
<el-tab-pane label="客户级别分析" lazy name="levelRef"> <el-tab-pane label="客户级别分析" lazy name="levelRef">
<CustomerLevel ref="levelRef" :query-params="queryParams" /> <PortraitCustomerLevel ref="levelRef" :query-params="queryParams" />
</el-tab-pane> </el-tab-pane>
<!-- 客户来源分析 --> <!-- 客户来源分析 -->
<el-tab-pane label="客户来源分析" lazy name="sourceRef"> <el-tab-pane label="客户来源分析" lazy name="sourceRef">
<CustomerSource ref="sourceRef" :query-params="queryParams" /> <PortraitCustomerSource ref="sourceRef" :query-params="queryParams" />
</el-tab-pane> </el-tab-pane>
<!-- 客户行业分析 --> <!-- 客户行业分析 -->
<el-tab-pane label="客户行业分析" lazy name="industryRef"> <el-tab-pane label="客户行业分析" lazy name="industryRef">
<CustomerIndustry ref="industryRef" :query-params="queryParams" /> <PortraitCustomerIndustry ref="industryRef" :query-params="queryParams" />
</el-tab-pane> </el-tab-pane>
</el-tabs> </el-tabs>
</el-col> </el-col>
...@@ -85,11 +85,10 @@ import * as UserApi from '@/api/system/user' ...@@ -85,11 +85,10 @@ import * as UserApi from '@/api/system/user'
import { useUserStore } from '@/store/modules/user' import { useUserStore } from '@/store/modules/user'
import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime' import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
import { defaultProps, handleTree } from '@/utils/tree' import { defaultProps, handleTree } from '@/utils/tree'
// TODO @puhui999：最好命名带上模块名，如：CrmStatisticsPortrait import PortraitCustomerArea from './components/PortraitCustomerArea.vue'
import CustomerAddress from './components/CustomerAddress.vue' import PortraitCustomerIndustry from './components/PortraitCustomerIndustry.vue'
import CustomerIndustry from './components/CustomerIndustry.vue' import PortraitCustomerSource from './components/PortraitCustomerSource.vue'
import CustomerSource from './components/CustomerSource.vue' import PortraitCustomerLevel from './components/PortraitCustomerLevel.vue'
import CustomerLevel from './components/CustomerLevel.vue'
defineOptions({ name: 'CrmStatisticsPortrait' }) defineOptions({ name: 'CrmStatisticsPortrait' })
...@@ -114,8 +113,8 @@ const userListByDeptId = computed(() => ...@@ -114,8 +113,8 @@ const userListByDeptId = computed(() =>
: [] : []
) )
const activeTab = ref('addressRef') // 活跃标签 const activeTab = ref('areaRef') // 活跃标签
const addressRef = ref() // 客户地区分布 const areaRef = ref() // 客户地区分布
const levelRef = ref() // 客户级别 const levelRef = ref() // 客户级别
const sourceRef = ref() // 客户来源 const sourceRef = ref() // 客户来源
const industryRef = ref() // 客户行业 const industryRef = ref() // 客户行业
...@@ -123,8 +122,8 @@ const industryRef = ref() // 客户行业 ...@@ -123,8 +122,8 @@ const industryRef = ref() // 客户行业
/** 搜索按钮操作 */ /** 搜索按钮操作 */
const handleQuery = () => { const handleQuery = () => {
switch (activeTab.value) { switch (activeTab.value) {
case 'addressRef': case 'areaRef':
addressRef.value?.loadData?.() areaRef.value?.loadData?.()
break break
case 'levelRef': case 'levelRef':
levelRef.value?.loadData?.() levelRef.value?.loadData?.()
......
Markdown is supported
0% or
You are about to add 0 people to the discussion. Proceed with caution.
Finish editing this message first!
Please register or sign in to comment