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Commit 762b51a5 by dhb52
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fix: [CRM-客户统计]根据Code-Review 修改

parent d0501ee0
Showing with 316 additions and 161 deletions
src/api/crm/statistics/customer.ts
import request from '@/config/axios'
export interface StatisticsCustomerRespVO {
count: number
cycle: number
category: string
export interface CrmStatisticsCustomerSummaryByDateRespVO {
time: string
customerCreateCount: number
customerDealCount: number
}
// 客户总量分析 API
export interface CrmStatisticsCustomerSummaryByUserRespVO {
ownerUserName: string
customerCreateCount: number
customerDealCount: number
contractPrice: number
receivablePrice: number
}
export interface CrmStatisticsFollowupSummaryByDateRespVO {
time: string
followupRecordCount: number
followupCustomerCount: number
}
export interface CrmStatisticsFollowupSummaryByUserRespVO {
ownerUserName: string
followupRecordCount: number
followupCustomerCount: number
}
export interface CrmStatisticsFollowupSummaryByTypeRespVO {
followupType: string
followupRecordCount: number
}
export interface CrmStatisticsCustomerContractSummaryRespVO {
customerName: string
contractName: string
totalPrice: number
receivablePrice: number
customerType: string
customerSource: string
ownerUserName: string
creatorUserName: string
createTime: Date
orderDate: Date
}
export interface CrmStatisticsCustomerDealCycleByDateRespVO {
time: string
customerDealCycle: number
}
export interface CrmStatisticsCustomerDealCycleByUserRespVO {
ownerUserName: string
customerDealCycle: number
customerDealCount: number
}
// 客户分析 API
export const StatisticsCustomerApi = {
// 客户总量(新建)
getTotalCustomerCount: (params: any) => {
// 1.1 客户总量分析(按日期)
getCustomerSummaryByDate: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-customer-summary-by-date',
params
})
},
// 1.2 客户总量分析(按用户)
getCustomerSummaryByUser: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-total-customer-count',
url: '/crm/statistics-customer/get-customer-summary-by-user',
params
})
},
// 客户总量(成交)
getDealTotalCustomerCount: (params: any) => {
// 2.1 客户跟进次数分析(按日期)
getFollowupSummaryByDate: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-deal-total-customer-count',
url: '/crm/statistics-customer/get-followup-summary-by-date',
params
})
},
// 获取客户跟进次数
getRecordCount: (params: any) => {
// 2.2 客户跟进次数分析(按用户)
getFollowupSummaryByUser: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-record-count',
url: '/crm/statistics-customer/get-followup-summary-by-user',
params
})
},
// 获取客户跟进次数
getDistinctRecordCount: (params: any) => {
// 3.1 获取客户跟进方式统计数
getFollowupSummaryByType: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-distinct-record-count',
url: '/crm/statistics-customer/get-followup-summary-by-type',
params
})
},
// 获取客户跟进方式统计数
getRecordTypeCount: (params: any) => {
// 4.1 合同摘要信息(客户转化率页面)
getContractSummary: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-record-type-count',
url: '/crm/statistics-customer/get-followup-summary-by-type',
params
})
},
// 获取客户成交周期
getCustomerCycle: (params: any) => {
// 5.1 获取客户成交周期(按日期)
getCustomerDealCycleByDate: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-customer-cycle',
url: '/crm/statistics-customer/get-customer-deal-cycle-by-date',
params
})
},
// 5.2 获取客户成交周期(按用户)
getCustomerDealCycleByUser: (params: any) => {
return request.get({
url: '/crm/statistics-customer/get-customer-deal-cycle-by-user',
params
})
}
}
src/views/crm/statistics/customer/components/ConversionRate.vue → src/views/crm/statistics/customer/components/CustomerConversionStat.vue
......@@ -11,23 +11,43 @@
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="日期" align="center" prop="category" min-width="200" />
<el-table-column label="新增客户数" align="center" prop="customerCount" min-width="200" />
<el-table-column label="成交客户数" align="center" prop="dealCustomerCount" min-width="200" />
<el-table-column label="转化率(%)" align="center" prop="conversionRate" min-width="200" />
<el-table-column label="客户名称" align="center" prop="customerName" min-width="200" />
<el-table-column label="合同名称" align="center" prop="contractName" min-width="200" />
<el-table-column label="合同总金额" align="center" prop="totalPrice" min-width="200" />
<el-table-column label="回款金额" align="center" prop="receivablePrice" min-width="200" />
<el-table-column label="负责人" align="center" prop="ownerUserName" min-width="200" />
<el-table-column label="创建人" align="center" prop="creatorUserName" min-width="200" />
<el-table-column
label="创建时间"
align="center"
prop="createTime"
:formatter="dateFormatter"
min-width="200"
/>
<el-table-column
label="下单日期"
align="center"
prop="orderDate"
:formatter="dateFormatter2"
min-width="200"
/>
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import {
StatisticsCustomerApi,
CrmStatisticsCustomerSummaryByDateRespVO
} from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
import { round } from 'lodash-es';
import { round } from 'lodash-es'
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
defineOptions({ name: 'ConversionRate' })
defineOptions({ name: 'CustomerConversionStat' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
const list = ref<CrmStatisticsCustomerSummaryByDateRespVO[]>([]) // 列表的数据
/** 柱状图配置：纵向 */
const echartsOption = reactive<EChartsOption>({
......@@ -37,13 +57,13 @@ const echartsOption = reactive<EChartsOption>({
bottom: 20,
containLabel: true
},
legend: { },
legend: {},
series: [
{
name: '客户转化率',
type: 'line',
data: []
},
}
],
toolbox: {
feature: {
......@@ -77,30 +97,28 @@ const echartsOption = reactive<EChartsOption>({
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const customerCount = await StatisticsCustomerApi.getTotalCustomerCount(props.queryParams)
const dealCustomerCount = await StatisticsCustomerApi.getDealTotalCustomerCount(props.queryParams)
const customerCount = await StatisticsCustomerApi.getCustomerSummaryByDate(props.queryParams)
const contractSummary = await StatisticsCustomerApi.getContractSummary(props.queryParams)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.category)
echartsOption.xAxis['data'] = customerCount.map(
(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.time
)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = customerCount.map((item: StatisticsCustomerRespVO, index: number) => {
return {
name: item.category,
value: item.count ? round(dealCustomerCount[index].count / item.count * 100, 2) : 0,
}
})
echartsOption.series[0]['data'] = customerCount.map(
(item: CrmStatisticsCustomerSummaryByDateRespVO) => {
return {
name: item.time,
value: item.customerCreateCount
? round((item.customerDealCount / item.customerCreateCount) * 100, 2)
: 0
}
}
)
}
// 2.2 更新列表数据
const tableData = customerCount.map((item: StatisticsCustomerRespVO, index: number) => {
return {
category: item.category,
dealCustomerCount: dealCustomerCount[index].count,
customerCount: item.count,
conversionRate: item.count ? round(dealCustomerCount[index].count / item.count * 100, 2) : 0,
}
})
list.value = tableData
list.value = contractSummary
loading.value = false
}
defineExpose({ loadData })
......
src/views/crm/statistics/customer/components/CustomerCycle.vue → src/views/crm/statistics/customer/components/CustomerDealCycle.vue
......@@ -11,21 +11,30 @@
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="日期" align="center" prop="category" min-width="200" />
<el-table-column label="成交周期(天)" align="center" prop="customerCycle" min-width="200" />
<el-table-column label="成交客户数" align="center" prop="dealCustomerCount" min-width="200" />
<el-table-column label="日期" align="center" prop="ownerUserName" min-width="200" />
<el-table-column
label="成交周期(天)"
align="center"
prop="customerDealCycle"
min-width="200"
/>
<el-table-column label="成交客户数" align="center" prop="customerDealCount" min-width="200" />
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import {
StatisticsCustomerApi,
CrmStatisticsCustomerDealCycleByDateRespVO,
CrmStatisticsCustomerSummaryByDateRespVO,
} from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
defineOptions({ name: 'TotalCustomerCount' })
defineOptions({ name: 'CustomerDealCycle' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
const list = ref<CrmStatisticsCustomerDealCycleByDateRespVO[]>([]) // 列表的数据
/** 柱状图配置：纵向 */
const echartsOption = reactive<EChartsOption>({
......@@ -35,7 +44,7 @@ const echartsOption = reactive<EChartsOption>({
bottom: 20,
containLabel: true
},
legend: { },
legend: {},
series: [
{
name: '成交周期(天)',
......@@ -46,7 +55,7 @@ const echartsOption = reactive<EChartsOption>({
name: '成交客户数',
type: 'bar',
data: []
},
}
],
toolbox: {
feature: {
......@@ -80,27 +89,33 @@ const echartsOption = reactive<EChartsOption>({
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const customerCycle = await StatisticsCustomerApi.getCustomerCycle(props.queryParams)
const dealCustomerCount = await StatisticsCustomerApi.getDealTotalCustomerCount(props.queryParams)
const customerDealCycleByDate = await StatisticsCustomerApi.getCustomerDealCycleByDate(
props.queryParams
)
const customerSummaryByDate = await StatisticsCustomerApi.getCustomerSummaryByDate(
props.queryParams
)
const customerDealCycleByUser = await StatisticsCustomerApi.getCustomerDealCycleByUser(
props.queryParams
)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = customerCycle.map((s: StatisticsCustomerRespVO) => s.category)
echartsOption.xAxis['data'] = customerDealCycleByDate.map(
(s: CrmStatisticsCustomerDealCycleByDateRespVO) => s.time
)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = customerCycle.map((s: StatisticsCustomerRespVO) => s['cycle'])
echartsOption.series[0]['data'] = customerDealCycleByDate.map(
(s: CrmStatisticsCustomerDealCycleByDateRespVO) => s.customerDealCycle
)
}
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
echartsOption.series[1]['data'] = dealCustomerCount.map((s: StatisticsCustomerRespVO) => s.count)
echartsOption.series[1]['data'] = customerSummaryByDate.map(
(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerDealCount
)
}
// 2.2 更新列表数据
const tableData = customerCycle.map((item: StatisticsCustomerRespVO, index: number) => {
return {
category: item.category,
customerCycle: item.cycle,
dealCustomerCount: dealCustomerCount[index].count,
}
})
list.value = tableData
list.value = customerDealCycleByUser
loading.value = false
}
defineExpose({ loadData })
......
src/views/crm/statistics/customer/components/FollowupCount.vue → src/views/crm/statistics/customer/components/CustomerFollowupSummary.vue
......@@ -11,21 +11,30 @@
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="日期" align="center" prop="category" min-width="200" />
<el-table-column label="跟进客户数" align="center" prop="distinctRecordCount" min-width="200" />
<el-table-column label="跟进次数" align="center" prop="recordCount" min-width="200" />
<el-table-column label="员工姓名" align="center" prop="ownerUserName" min-width="200" />
<el-table-column label="跟进次数" align="right" prop="followupRecordCount" min-width="200" />
<el-table-column
label="跟进客户数"
align="right"
prop="followupCustomerCount"
min-width="200"
/>
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import {
StatisticsCustomerApi,
CrmStatisticsFollowupSummaryByDateRespVO,
CrmStatisticsFollowupSummaryByUserRespVO
} from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
defineOptions({ name: 'FollowupCount' })
defineOptions({ name: 'CustomerFollowupSummary' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
const list = ref<CrmStatisticsFollowupSummaryByUserRespVO[]>([]) // 列表的数据
/** 柱状图配置：纵向 */
const echartsOption = reactive<EChartsOption>({
......@@ -35,7 +44,7 @@ const echartsOption = reactive<EChartsOption>({
bottom: 20,
containLabel: true
},
legend: { },
legend: {},
series: [
{
name: '跟进客户数',
......@@ -46,7 +55,7 @@ const echartsOption = reactive<EChartsOption>({
name: '跟进次数',
type: 'bar',
data: []
},
}
],
toolbox: {
feature: {
......@@ -80,27 +89,30 @@ const echartsOption = reactive<EChartsOption>({
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const recordCount = await StatisticsCustomerApi.getRecordCount(props.queryParams)
const distinctRecordCount = await StatisticsCustomerApi.getDistinctRecordCount(props.queryParams)
const followupSummaryByDate = await StatisticsCustomerApi.getFollowupSummaryByDate(
props.queryParams
)
const followupSummaryByUser = await StatisticsCustomerApi.getFollowupSummaryByUser(
props.queryParams
)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = recordCount.map((s: StatisticsCustomerRespVO) => s.category)
echartsOption.xAxis['data'] = followupSummaryByDate.map(
(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.time
)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = distinctRecordCount.map((s: StatisticsCustomerRespVO) => s.count)
echartsOption.series[0]['data'] = followupSummaryByDate.map(
(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupCustomerCount
)
}
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
echartsOption.series[1]['data'] = recordCount.map((s: StatisticsCustomerRespVO) => s.count)
echartsOption.series[1]['data'] = followupSummaryByDate.map(
(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupRecordCount
)
}
// 2.2 更新列表数据
const tableData = recordCount.map((item: StatisticsCustomerRespVO, index: number) => {
return {
category: item.category,
recordCount: item.count,
distinctRecordCount: distinctRecordCount[index].count,
}
})
list.value = tableData
list.value = followupSummaryByUser
loading.value = false
}
defineExpose({ loadData })
......
src/views/crm/statistics/customer/components/FollowupType.vue → src/views/crm/statistics/customer/components/CustomerFollowupType.vue
......@@ -11,22 +11,25 @@
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="跟进方式" align="center" prop="category" min-width="200" />
<el-table-column label="个数" align="center" prop="count" min-width="200" />
<el-table-column label="跟进方式" align="center" prop="followupType" min-width="200" />
<el-table-column label="个数" align="center" prop="followupRecordCount" min-width="200" />
<el-table-column label="占比(%)" align="center" prop="portion" min-width="200" />
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import {
StatisticsCustomerApi,
CrmStatisticsFollowupSummaryByTypeRespVO
} from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
import { round, sumBy } from 'lodash-es'
defineOptions({ name: 'FollowupType' })
defineOptions({ name: 'CustomerFollowupType' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
const list = ref<CrmStatisticsFollowupSummaryByTypeRespVO[]>([]) // 列表的数据
/** 饼图配置 */
const echartsOption = reactive<EChartsOption>({
......@@ -68,23 +71,27 @@ const echartsOption = reactive<EChartsOption>({
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const recordTypeCount = await StatisticsCustomerApi.getRecordTypeCount(props.queryParams)
const followupSummaryByType = await StatisticsCustomerApi.getFollowupSummaryByType(
props.queryParams
)
// 2.1 更新 Echarts 数据
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = recordTypeCount.map((r: StatisticsCustomerRespVO) => {
return {
name: r.category,
value: r.count
echartsOption.series[0]['data'] = followupSummaryByType.map(
(r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
return {
name: r.followupType,
value: r.followupRecordCount
}
}
})
)
}
// 2.2 更新列表数据
const totalCount = sumBy(recordTypeCount, 'count')
list.value = recordTypeCount.map((r: StatisticsCustomerRespVO) => {
const totalCount = sumBy(followupSummaryByType, 'followupRecordCount')
list.value = followupSummaryByType.map((r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
return {
category: r.category,
count: r.count,
portion: round((r.count / totalCount) * 100, 2)
followupType: r.followupType,
followupRecordCount: r.followupRecordCount,
portion: round((r.followupRecordCount / totalCount) * 100, 2)
}
})
loading.value = false
......
src/views/crm/statistics/customer/components/TotalCustomerCount.vue → src/views/crm/statistics/customer/components/CustomerSummary.vue
<!-- 客户总量分析 -->
<!-- 客户统计 -->
<template>
<!-- Echarts图 -->
<el-card shadow="never">
......@@ -11,21 +11,56 @@
<el-card shadow="never" class="mt-16px">
<el-table v-loading="loading" :data="list">
<el-table-column label="序号" align="center" type="index" width="80" />
<el-table-column label="日期" align="center" prop="category" min-width="200" />
<el-table-column label="新增客户数" align="center" prop="customerCount" min-width="200" />
<el-table-column label="成交客户数" align="center" prop="dealCustomerCount" min-width="200" />
<el-table-column label="员工姓名" prop="ownerUserName" min-width="100" />
<el-table-column
label="新增客户数"
align="right"
prop="customerCreateCount"
min-width="200"
/>
<el-table-column label="成交客户数" align="right" prop="customerDealCount" min-width="200" />
<el-table-column label="客户成交率(%)" align="right" min-width="200">
<template #default="scope">
{{
scope.row.customerCreateCount !== 0
? round((scope.row.customerDealCount / scope.row.customerCreateCount) * 100, 2)
: 0
}}
</template>
</el-table-column>
<el-table-column label="合同总金额" align="right" prop="contractPrice" min-width="200" />
<el-table-column label="回款金额" align="right" prop="receivablePrice" min-width="200" />
<el-table-column label="未回款金额" align="right" min-width="200">
<template #default="scope">
{{ round(scope.row.contractPrice - scope.row.receivablePrice, 2) }}
</template>
</el-table-column>
<el-table-column label="回款完成率(%)" align="right" min-width="200">
<template #default="scope">
{{
scope.row.contractPrice !== 0
? round((scope.row.receivablePrice / scope.row.contractPrice) * 100, 2)
: 0
}}
</template>
</el-table-column>
</el-table>
</el-card>
</template>
<script setup lang="ts">
import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
import {
StatisticsCustomerApi,
CrmStatisticsCustomerSummaryByDateRespVO,
CrmStatisticsCustomerSummaryByUserRespVO
} from '@/api/crm/statistics/customer'
import { EChartsOption } from 'echarts'
import { round } from 'lodash-es'
defineOptions({ name: 'TotalCustomerCount' })
defineOptions({ name: 'CustomerSummary' })
const props = defineProps<{ queryParams: any }>() // 搜索参数
const loading = ref(false) // 加载中
const list = ref<StatisticsCustomerRespVO[]>([]) // 列表的数据
const list = ref<CrmStatisticsCustomerSummaryByUserRespVO[]>([]) // 列表的数据
/** 柱状图配置：纵向 */
const echartsOption = reactive<EChartsOption>({
......@@ -35,7 +70,7 @@ const echartsOption = reactive<EChartsOption>({
bottom: 20,
containLabel: true
},
legend: { },
legend: {},
series: [
{
name: '新增客户数',
......@@ -46,7 +81,7 @@ const echartsOption = reactive<EChartsOption>({
name: '成交客户数',
type: 'bar',
data: []
},
}
],
toolbox: {
feature: {
......@@ -80,27 +115,30 @@ const echartsOption = reactive<EChartsOption>({
const loadData = async () => {
// 1. 加载统计数据
loading.value = true
const customerCount = await StatisticsCustomerApi.getTotalCustomerCount(props.queryParams)
const dealCustomerCount = await StatisticsCustomerApi.getDealTotalCustomerCount(props.queryParams)
const customerSummaryByDate = await StatisticsCustomerApi.getCustomerSummaryByDate(
props.queryParams
)
const customerSummaryByUser = await StatisticsCustomerApi.getCustomerSummaryByUser(
props.queryParams
)
// 2.1 更新 Echarts 数据
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
echartsOption.xAxis['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.category)
echartsOption.xAxis['data'] = customerSummaryByDate.map(
(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.time
)
}
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
echartsOption.series[0]['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.count)
echartsOption.series[0]['data'] = customerSummaryByDate.map(
(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerCreateCount
)
}
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
echartsOption.series[1]['data'] = dealCustomerCount.map((s: StatisticsCustomerRespVO) => s.count)
echartsOption.series[1]['data'] = customerSummaryByDate.map(
(s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerDealCount
)
}
// 2.2 更新列表数据
const tableData = customerCount.map((item: StatisticsCustomerRespVO, index: number) => {
return {
category: item.category,
customerCount: item.count,
dealCustomerCount: dealCustomerCount[index].count,
}
})
list.value = tableData
list.value = customerSummaryByUser
loading.value = false
}
defineExpose({ loadData })
......
src/views/crm/statistics/customer/index.vue
......@@ -49,44 +49,44 @@
</el-form>
</ContentWrap>
<!-- 排行数据 -->
<!-- 客户统计 -->
<el-col>
<el-tabs v-model="activeTab">
<!-- 客户总量分析 -->
<el-tab-pane label="客户总量分析" name="totalCustomerCount" lazy>
<TotalCustomerCount :query-params="queryParams" ref="totalCustomerCountRef" />
<el-tab-pane label="客户总量分析" name="customerSummary" lazy>
<CustomerSummary :query-params="queryParams" ref="customerSummaryRef" />
</el-tab-pane>
<!-- 客户跟进次数分析 -->
<el-tab-pane label="客户跟进次数分析" name="followupCount" lazy>
<FollowupCount :query-params="queryParams" ref="followupCountRef" />
<el-tab-pane label="客户跟进次数分析" name="followupSummary" lazy>
<CustomerFollowupSummary :query-params="queryParams" ref="followupSummaryRef" />
</el-tab-pane>
<!-- 客户跟进方式分析 -->
<el-tab-pane label="客户跟进方式分析" name="followupType" lazy>
<FollowupType :query-params="queryParams" ref="followupTypeRef" />
<CustomerFollowupType :query-params="queryParams" ref="followupTypeRef" />
</el-tab-pane>
<!-- 客户转化率分析 -->
<el-tab-pane label="客户转化率分析" name="conversionRate" lazy>
<ConversionRate :query-params="queryParams" ref="conversionRateRef" />
<el-tab-pane label="客户转化率分析" name="conversionStat" lazy>
<CustomerConversionStat :query-params="queryParams" ref="conversionStatRef" />
</el-tab-pane>
<!-- 成交周期分析 -->
<el-tab-pane label="成交周期分析" name="customerCycle" lazy>
<CustomerCycle :query-params="queryParams" ref="customerCycleRef" />
<el-tab-pane label="成交周期分析" name="dealCycle" lazy>
<CustomerDealCycle :query-params="queryParams" ref="dealCycleRef" />
</el-tab-pane>
</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 TotalCustomerCount from './components/TotalCustomerCount.vue'
import FollowupCount from './components/FollowupCount.vue'
import FollowupType from './components/FollowupType.vue'
import ConversionRate from './components/ConversionRate.vue'
import CustomerCycle from './components/CustomerCycle.vue'
import CustomerSummary from './components/CustomerSummary.vue'
import CustomerFollowupSummary from './components/CustomerFollowupSummary.vue'
import CustomerFollowupType from './components/CustomerFollowupType.vue'
import CustomerConversionStat from './components/CustomerConversionStat.vue'
import CustomerDealCycle from './components/CustomerDealCycle.vue'
defineOptions({ name: 'CrmStatisticsCustomer' })
......@@ -105,41 +105,43 @@ 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) : []
queryParams.deptId
? userList.value.filter((u: UserApi.UserVO) => u.deptId === queryParams.deptId)
: []
)
// 活跃标签
const activeTab = ref('totalCustomerCount')
const activeTab = ref('customerSummary')
// 1.客户总量分析
const totalCustomerCountRef = ref()
const customerSummaryRef = ref()
// 2.客户跟进次数分析
const followupCountRef = ref()
const followupSummaryRef = ref()
// 3.客户跟进方式分析
const followupTypeRef = ref()
// 4.客户转化率分析
const conversionRateRef = ref()
const conversionStatRef = ref()
// 5.公海客户分析
// 缺 crm_owner_record 表
// 6.成交周期分析
const customerCycleRef = ref()
const dealCycleRef = ref()
/** 搜索按钮操作 */
const handleQuery = () => {
switch (activeTab.value) {
case 'totalCustomerCount':
totalCustomerCountRef.value?.loadData?.()
case 'customerSummary':
customerSummaryRef.value?.loadData?.()
break
case 'followupCount':
followupCountRef.value?.loadData?.()
case 'followupSummary':
followupSummaryRef.value?.loadData?.()
break
case 'followupType':
followupTypeRef.value?.loadData?.()
break
case 'conversionRate':
conversionRateRef.value?.loadData?.()
case 'conversionStat':
conversionStatRef.value?.loadData?.()
break
case 'customerCycle':
customerCycleRef.value?.loadData?.()
case 'dealCycle':
dealCycleRef.value?.loadData?.()
break
}
}
......
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