!428 CRM: 新增商机赢单转化率分析

Merge pull request !428 from puhui999/dev-crm

src/api/crm/statistics/funnel.ts

@@ -3,13 +3,19 @@ import request from '@/config/axios'
 export interface CrmStatisticFunnelRespVO {
   customerCount: number // 客户数
   businessCount: number // 商机数
-  winCount: number // 赢单数
+  businessWinCount: number // 赢单数
 }
 
 export interface CrmStatisticsBusinessSummaryByDateRespVO {
   time: string // 时间
   businessCreateCount: number // 商机数
-  businessDealCount: number // 商机金额
+  totalPrice: number | string // 商机金额
+}
+
+export interface CrmStatisticsBusinessInversionRateSummaryByDateRespVO {
+  time: string // 时间
+  businessCount: number // 商机数量
+  businessWinCount: number // 赢单商机数
 }
 
 // 客户分析 API
@@ -22,9 +28,9 @@ export const StatisticFunnelApi = {
     })
   },
   // 2. 获取商机结束状态统计
-  getBusinessEndStatusSummary: (params: any) => {
+  getBusinessSummaryByEndStatus: (params: any) => {
     return request.get({
-      url: '/crm/statistics-funnel/get-business-end-status-summary',
+      url: '/crm/statistics-funnel/get-business-summary-by-end-status',
       params
     })
   },
@@ -35,7 +41,14 @@ export const StatisticFunnelApi = {
       params
     })
   },
-  // 4. 获取商机列表(按日期)
+  // 4. 获取商机转化率分析(按日期)
+  getBusinessInversionRateSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-funnel/get-business-inversion-rate-summary-by-date',
+      params
+    })
+  },
+  // 5. 获取商机列表(按日期)
   getBusinessPageByDate: (params: any) => {
     return request.get({
       url: '/crm/statistics-funnel/get-business-page-by-date',

src/views/crm/statistics/funnel/components/BusinessInversionRateSummary.vue

@@ -0,0 +1,307 @@
+<!-- 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 {
+  CrmStatisticsBusinessInversionRateSummaryByDateRespVO,
+  StatisticFunnelApi
+} from '@/api/crm/statistics/funnel'
+import { EChartsOption } from 'echarts'
+import { erpCalculatePercentage, 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 queryParams0 */
+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>({
+  color: ['#6ca2ff', '#6ac9d7', '#ff7474'],
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      // 坐标轴指示器，坐标轴触发有效
+      type: 'shadow' // 默认为直线，可选为：'line' | 'shadow'
+    }
+  },
+  legend: {
+    data: ['赢单转化率', '商机总数', '赢单商机数'],
+    bottom: '0px',
+    itemWidth: 14
+  },
+  grid: {
+    top: '40px',
+    left: '40px',
+    right: '40px',
+    bottom: '40px',
+    containLabel: true,
+    borderColor: '#fff'
+  },
+  xAxis: [
+    {
+      type: 'category',
+      data: [],
+      axisTick: {
+        alignWithLabel: true,
+        lineStyle: { width: 0 }
+      },
+      axisLabel: {
+        color: '#BDBDBD'
+      },
+      /** 坐标轴轴线相关设置 */
+      axisLine: {
+        lineStyle: { color: '#BDBDBD' }
+      },
+      splitLine: {
+        show: false
+      }
+    }
+  ],
+  yAxis: [
+    {
+      type: 'value',
+      name: '赢单转化率',
+      axisTick: {
+        alignWithLabel: true,
+        lineStyle: { width: 0 }
+      },
+      axisLabel: {
+        color: '#BDBDBD',
+        formatter: '{value}%'
+      },
+      /** 坐标轴轴线相关设置 */
+      axisLine: {
+        lineStyle: { color: '#BDBDBD' }
+      },
+      splitLine: {
+        show: false
+      }
+    },
+    {
+      type: 'value',
+      name: '商机数',
+      axisTick: {
+        alignWithLabel: true,
+        lineStyle: { width: 0 }
+      },
+      axisLabel: {
+        color: '#BDBDBD',
+        formatter: '{value}个'
+      },
+      /** 坐标轴轴线相关设置 */
+      axisLine: {
+        lineStyle: { color: '#BDBDBD' }
+      },
+      splitLine: {
+        show: false
+      }
+    }
+  ],
+  series: [
+    {
+      name: '赢单转化率',
+      type: 'line',
+      yAxisIndex: 0,
+      data: []
+    },
+    {
+      name: '商机总数',
+      type: 'bar',
+      yAxisIndex: 1,
+      barWidth: 15,
+      data: []
+    },
+    {
+      name: '赢单商机数',
+      type: 'bar',
+      yAxisIndex: 1,
+      barWidth: 15,
+      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.getBusinessInversionRateSummaryByDate(
+    props.queryParams
+  )
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis[0] && echartsOption.xAxis[0]['data']) {
+    echartsOption.xAxis[0]['data'] = businessSummaryByDate.map(
+      (s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.time
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = businessSummaryByDate.map(
+      (s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) =>
+        erpCalculatePercentage(s.businessWinCount, s.businessCount)
+    )
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = businessSummaryByDate.map(
+      (s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.businessCount
+    )
+  }
+  if (echartsOption.series && echartsOption.series[2] && echartsOption.series[2]['data']) {
+    echartsOption.series[2]['data'] = businessSummaryByDate.map(
+      (s: CrmStatisticsBusinessInversionRateSummaryByDateRespVO) => s.businessWinCount
+    )
+  }
+
+  // 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/BusinessSummary.vue

@@ -118,7 +118,7 @@ const queryParams0 = reactive({
 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 */
+/** 将传进来的值赋值给 queryParams0 */
 watch(
   () => props.queryParams,
   (data) => {
@@ -163,7 +163,7 @@ const echartsOption = reactive<EChartsOption>({
       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
+      saveAsImage: { show: true, name: '新增商机分析' } // 保存为图片
     }
   },
   tooltip: {
@@ -216,7 +216,7 @@ const fetchAndFill = async () => {
   }
   if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
     echartsOption.series[1]['data'] = businessSummaryByDate.map(
-      (s: CrmStatisticsBusinessSummaryByDateRespVO) => s.businessDealCount
+      (s: CrmStatisticsBusinessSummaryByDateRespVO) => s.totalPrice
     )
   }
 

src/views/crm/statistics/funnel/components/FunnelBusiness.vue

@@ -4,6 +4,10 @@
   <el-card shadow="never">
     <el-row>
       <el-col :span="24">
+        <el-button-group class="mb-10px">
+          <el-button type="primary" @click="handleActive(true)">客户视角</el-button>
+          <el-button type="primary" @click="handleActive(false)">动态视角</el-button>
+        </el-button-group>
         <el-skeleton :loading="loading" animated>
           <Echart :height="500" :options="echartsOption" />
         </el-skeleton>
@@ -35,6 +39,7 @@ import { FunnelChart } from 'echarts/charts'
 defineOptions({ name: 'FunnelBusiness' })
 const props = defineProps<{ queryParams: any }>() // 搜索参数
 
+const active = ref(true)
 const loading = ref(false) // 加载中
 const list = ref<CrmStatisticFunnelRespVO[]>([]) // 列表的数据
 
@@ -101,6 +106,11 @@ const echartsOption = reactive<EChartsOption>({
   ]
 }) as EChartsOption
 
+const handleActive = async (val: boolean) => {
+  active.value = val
+  await loadData()
+}
+
 /** 获取统计数据 */
 const loadData = async () => {
   loading.value = true
@@ -117,13 +127,20 @@ const loadData = async () => {
   ) {
     // 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-${data.customerCount || 0}个` })
+    if (active.value) {
-    list.push({ value: 40, name: `商机-${data.businessCount || 0}个` })
+      list.push({ value: 60, name: `客户-${data.customerCount || 0}个` })
-    list.push({ value: 20, name: `赢单-${data.winCount || 0}个` })
+      list.push({ value: 40, name: `商机-${data.businessCount || 0}个` })
+      list.push({ value: 20, name: `赢单-${data.businessWinCount || 0}个` })
+    } else {
+      list.push({ value: data.customerCount || 0, name: `客户-${data.customerCount || 0}个` })
+      list.push({ value: data.businessCount || 0, name: `商机-${data.businessCount || 0}个` })
+      list.push({ value: data.businessWinCount || 0, name: `赢单-${data.businessWinCount || 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)
+  list.value = await StatisticFunnelApi.getBusinessSummaryByEndStatus(props.queryParams)
   loading.value = false
 }
 defineExpose({ loadData })

src/views/crm/statistics/funnel/index.vue

@@ -87,7 +87,12 @@
       <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-tab-pane label="商机转化率分析" lazy name="businessInversionRateSummaryRef">
+        <BusinessInversionRateSummary
+          ref="businessInversionRateSummaryRef"
+          :query-params="queryParams"
+        />
+      </el-tab-pane>
     </el-tabs>
   </el-col>
 </template>
@@ -100,6 +105,7 @@ import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/form
 import { defaultProps, handleTree } from '@/utils/tree'
 import FunnelBusiness from './components/FunnelBusiness.vue'
 import BusinessSummary from './components/BusinessSummary.vue'
+import BusinessInversionRateSummary from './components/BusinessInversionRateSummary.vue'
 import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 
 defineOptions({ name: 'CrmStatisticsFunnel' })
@@ -129,7 +135,7 @@ const userListByDeptId = computed(() =>
 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
+const businessInversionRateSummaryRef = ref() // 商机转化率分析
 
 /** 搜索按钮操作 */
 const handleQuery = () => {
@@ -140,8 +146,8 @@ const handleQuery = () => {
     case 'businessSummaryRef':
       businessSummaryRef.value?.loadData?.()
       break
-    case 'sourceRef':
+    case 'businessInversionRateSummaryRef':
-      sourceRef.value?.loadData?.()
+      businessInversionRateSummaryRef.value?.loadData?.()
       break
   }
 }

src/views/crm/statistics/portrait/components/PortraitCustomerArea.vue

@@ -106,7 +106,7 @@ const loadData = async () => {
   areaStatisticsList.value = areaList.map((item: CrmStatisticCustomerAreaRespVO) => {
     return {
       ...item,
-      areaName: item.areaName // TODO @puhui999：这里最好注释下原因哈, 🤣 我从 mall copy 过来的
+      areaName: item.areaName
       // .replace('维吾尔自治区', '')
       // .replace('壮族自治区', '')
       // .replace('回族自治区', '')