From 441b91381f8ec1551d37680727b70b5aba4884bb Mon Sep 17 00:00:00 2001
From: dhb52 <dhb52@126.com>
Date: Tue, 27 Feb 2024 23:45:13 +0800
Subject: [PATCH 1/4] =?UTF-8?q?feat:=20CRM/=E6=95=B0=E6=8D=AE=E7=BB=9F?=
 =?UTF-8?q?=E8=AE=A1/=E5=AE=A2=E6=88=B7=E6=80=BB=E9=87=8F=E5=88=86?=
 =?UTF-8?q?=E6=9E=90?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 src/api/crm/statistics/customer.ts            |  24 ++++
 .../components/TotalCustomerCount.vue         | 113 ++++++++++++++++
 src/views/crm/statistics/customer/index.vue   | 125 ++++++++++++++++++
 3 files changed, 262 insertions(+)
 create mode 100644 src/api/crm/statistics/customer.ts
 create mode 100644 src/views/crm/statistics/customer/components/TotalCustomerCount.vue
 create mode 100644 src/views/crm/statistics/customer/index.vue

diff --git a/src/api/crm/statistics/customer.ts b/src/api/crm/statistics/customer.ts
new file mode 100644
index 00000000..37c93b47
--- /dev/null
+++ b/src/api/crm/statistics/customer.ts
@@ -0,0 +1,24 @@
+import request from '@/config/axios'
+
+export interface StatisticsCustomerRespVO {
+  count: number
+  category: string
+}
+
+// 客户总量分析 API
+export const StatisticsCustomerApi = {
+  // 客户总量(新建)
+  getTotalCustomerCount: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-total-customer-count',
+      params
+    })
+  },
+  // 客户总量(成交)
+  getDealTotalCustomerCount: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-deal-total-customer-count',
+      params
+    })
+  },
+}
diff --git a/src/views/crm/statistics/customer/components/TotalCustomerCount.vue b/src/views/crm/statistics/customer/components/TotalCustomerCount.vue
new file mode 100644
index 00000000..c1c5dfcd
--- /dev/null
+++ b/src/views/crm/statistics/customer/components/TotalCustomerCount.vue
@@ -0,0 +1,113 @@
+<!-- 客户总量分析 -->
+<template>
+  <!-- 柱状图 -->
+  <el-card shadow="never">
+    <el-skeleton :loading="loading" animated>
+      <Echart :height="500" :options="echartsOption" />
+    </el-skeleton>
+  </el-card>
+
+  <!-- 统计列表 -->
+  <el-card 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>
+  </el-card>
+</template>
+<script setup lang="ts">
+import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+import { clone } from 'lodash-es'
+
+defineOptions({ name: 'TotalCustomerCount' })
+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
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: { },
+  series: [
+    {
+      name: '新增客户数',
+      type: 'bar',
+      data: []
+    },
+    {
+      name: '成交客户数',
+      type: 'bar',
+      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: '数量（个）'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+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)
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = clone(customerCount.map(s => s['category']))
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = clone(customerCount.map(s => s['count']))
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = clone(dealCustomerCount.map(s => s['count']))
+  }
+  // 2.2 更新列表数据
+  const tableData = customerCount.map((item, index) => {
+    return {
+      category: item['category'],
+      customerCount: item['count'],
+      dealCustomerCount: dealCustomerCount[index]['count'],
+    }
+  })
+  list.value = tableData
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>
diff --git a/src/views/crm/statistics/customer/index.vue b/src/views/crm/statistics/customer/index.vue
new file mode 100644
index 00000000..ea2edef4
--- /dev/null
+++ b/src/views/crm/statistics/customer/index.vue
@@ -0,0 +1,125 @@
+<!-- 数据统计 - 员工客户分析 -->
+<template>
+  <ContentWrap>
+    <!-- 搜索工作栏 -->
+    <el-form
+      class="-mb-15px"
+      :model="queryParams"
+      ref="queryFormRef"
+      :inline="true"
+      label-width="68px"
+    >
+      <el-form-item label="时间范围" prop="orderDate">
+        <el-date-picker
+          v-model="queryParams.times"
+          :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"
+          :default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
+        />
+      </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
+          node-key="id"
+          placeholder="请选择归属部门"
+          @change="queryParams.userId = undefined"
+        />
+      </el-form-item>
+      <el-form-item label="员工" prop="userId">
+        <el-select v-model="queryParams.userId" class="!w-240px" placeholder="员工" clearable>
+          <el-option
+            v-for="(user, index) in userListByDeptId"
+            :label="user.nickname"
+            :value="user.id"
+            :key="index"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item>
+        <el-button @click="handleQuery"> <Icon icon="ep:search" class="mr-5px" /> 搜索 </el-button>
+        <el-button @click="resetQuery"> <Icon icon="ep:refresh" class="mr-5px" /> 重置 </el-button>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+
+  <!-- 排行数据 -->
+  <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>
+    </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'
+
+defineOptions({ name: 'CrmStatisticsCustomer' })
+
+const queryParams = reactive({
+  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) => u.deptId === queryParams.deptId) : []
+)
+
+// 活跃标签
+const activeTab = ref('totalCustomerCount')
+// 1.客户总量分析
+const totalCustomerCountRef = ref()
+// 2.客户跟进次数分析
+// 3.客户跟进方式分析
+// 4.客户转化率分析
+// 5.公海客户分析
+// 6.成交周期分析
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  switch (activeTab.value) {
+    case 'totalCustomerCount':
+      totalCustomerCountRef.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()
+}
+
+// 加载部门树
+onMounted(async () => {
+  deptList.value = handleTree(await DeptApi.getSimpleDeptList())
+  userList.value = handleTree(await UserApi.getSimpleUserList())
+})
+</script>

From d0501ee0a6a207366c400f44c0165ebb0bf20f5d Mon Sep 17 00:00:00 2001
From: dhb52 <dhb52@126.com>
Date: Fri, 1 Mar 2024 00:10:38 +0800
Subject: [PATCH 2/4] =?UTF-8?q?feat:=20CRM/=E6=95=B0=E6=8D=AE=E7=BB=9F?=
 =?UTF-8?q?=E8=AE=A1/=E5=91=98=E5=B7=A5=E5=AE=A2=E6=88=B7=E5=88=86?=
 =?UTF-8?q?=E6=9E=90=20=E5=88=9D=E7=A8=BF?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 src/api/crm/statistics/customer.ts            |  29 +++++
 .../customer/components/ConversionRate.vue    | 112 ++++++++++++++++++
 .../customer/components/CustomerCycle.vue     | 112 ++++++++++++++++++
 .../customer/components/FollowupCount.vue     | 112 ++++++++++++++++++
 .../customer/components/FollowupType.vue      |  98 +++++++++++++++
 .../components/TotalCustomerCount.vue         |  17 ++-
 src/views/crm/statistics/customer/index.vue   |  40 ++++++-
 7 files changed, 510 insertions(+), 10 deletions(-)
 create mode 100644 src/views/crm/statistics/customer/components/ConversionRate.vue
 create mode 100644 src/views/crm/statistics/customer/components/CustomerCycle.vue
 create mode 100644 src/views/crm/statistics/customer/components/FollowupCount.vue
 create mode 100644 src/views/crm/statistics/customer/components/FollowupType.vue

diff --git a/src/api/crm/statistics/customer.ts b/src/api/crm/statistics/customer.ts
index 37c93b47..f048d174 100644
--- a/src/api/crm/statistics/customer.ts
+++ b/src/api/crm/statistics/customer.ts
@@ -2,6 +2,7 @@ import request from '@/config/axios'
 
 export interface StatisticsCustomerRespVO {
   count: number
+  cycle: number
   category: string
 }
 
@@ -21,4 +22,32 @@ export const StatisticsCustomerApi = {
       params
     })
   },
+  // 获取客户跟进次数
+  getRecordCount: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-record-count',
+      params
+    })
+  },
+  // 获取客户跟进次数
+  getDistinctRecordCount: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-distinct-record-count',
+      params
+    })
+  },
+  // 获取客户跟进方式统计数
+  getRecordTypeCount: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-record-type-count',
+      params
+    })
+  },
+  // 获取客户成交周期
+  getCustomerCycle: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-cycle',
+      params
+    })
+  },
 }
diff --git a/src/views/crm/statistics/customer/components/ConversionRate.vue b/src/views/crm/statistics/customer/components/ConversionRate.vue
new file mode 100644
index 00000000..5f3ad591
--- /dev/null
+++ b/src/views/crm/statistics/customer/components/ConversionRate.vue
@@ -0,0 +1,112 @@
+<!-- 客户转化率分析 -->
+<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 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>
+  </el-card>
+</template>
+<script setup lang="ts">
+import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+import { round } from 'lodash-es';
+
+defineOptions({ name: 'ConversionRate' })
+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
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: { },
+  series: [
+    {
+      name: '客户转化率',
+      type: 'line',
+      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: '客户转化率分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: {
+    type: 'value',
+    name: '转化率(%)'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+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)
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.category)
+  }
+  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,
+    }
+  })
+  }
+  // 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
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>
diff --git a/src/views/crm/statistics/customer/components/CustomerCycle.vue b/src/views/crm/statistics/customer/components/CustomerCycle.vue
new file mode 100644
index 00000000..d28f345d
--- /dev/null
+++ b/src/views/crm/statistics/customer/components/CustomerCycle.vue
@@ -0,0 +1,112 @@
+<!-- 成交周期分析 -->
+<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 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>
+  </el-card>
+</template>
+<script setup lang="ts">
+import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+
+defineOptions({ name: 'TotalCustomerCount' })
+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
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: { },
+  series: [
+    {
+      name: '成交周期(天)',
+      type: 'bar',
+      data: []
+    },
+    {
+      name: '成交客户数',
+      type: 'bar',
+      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: '成交周期分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: {
+    type: 'value',
+    name: '数量（个）'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+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)
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = customerCycle.map((s: StatisticsCustomerRespVO) => s.category)
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = customerCycle.map((s: StatisticsCustomerRespVO) => s['cycle'])
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = dealCustomerCount.map((s: StatisticsCustomerRespVO) => s.count)
+  }
+  // 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
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>
diff --git a/src/views/crm/statistics/customer/components/FollowupCount.vue b/src/views/crm/statistics/customer/components/FollowupCount.vue
new file mode 100644
index 00000000..e0ae1274
--- /dev/null
+++ b/src/views/crm/statistics/customer/components/FollowupCount.vue
@@ -0,0 +1,112 @@
+<!-- 客户跟进次数分析 -->
+<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 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>
+  </el-card>
+</template>
+<script setup lang="ts">
+import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+
+defineOptions({ name: 'FollowupCount' })
+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
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: { },
+  series: [
+    {
+      name: '跟进客户数',
+      type: 'bar',
+      data: []
+    },
+    {
+      name: '跟进次数',
+      type: 'bar',
+      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: '客户跟进次数分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: {
+    type: 'value',
+    name: '数量（个）'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+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)
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = recordCount.map((s: StatisticsCustomerRespVO) => s.category)
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = distinctRecordCount.map((s: StatisticsCustomerRespVO) => s.count)
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = recordCount.map((s: StatisticsCustomerRespVO) => s.count)
+  }
+  // 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
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>
diff --git a/src/views/crm/statistics/customer/components/FollowupType.vue b/src/views/crm/statistics/customer/components/FollowupType.vue
new file mode 100644
index 00000000..2debcb1c
--- /dev/null
+++ b/src/views/crm/statistics/customer/components/FollowupType.vue
@@ -0,0 +1,98 @@
+<!-- 客户跟进方式分析 -->
+<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 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="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 { EChartsOption } from 'echarts'
+import { round, sumBy } from 'lodash-es'
+
+defineOptions({ name: 'FollowupType' })
+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
+
+/** 饼图配置 */
+const echartsOption = reactive<EChartsOption>({
+  title: {
+    text: '客户跟进方式分析',
+    left: 'center'
+  },
+  legend: {
+    orient: 'vertical',
+    left: 'left'
+  },
+  tooltip: {
+    trigger: 'item',
+    formatter: '{b} : {c}% '
+  },
+  toolbox: {
+    feature: {
+      saveAsImage: { show: true, name: '客户跟进方式分析' } // 保存为图片
+    }
+  },
+  series: [
+    {
+      name: '跟进方式',
+      type: 'pie',
+      radius: '50%',
+      data: [],
+      emphasis: {
+        itemStyle: {
+          shadowBlur: 10,
+          shadowOffsetX: 0,
+          shadowColor: 'rgba(0, 0, 0, 0.5)'
+        }
+      }
+    }
+  ]
+}) as EChartsOption
+
+/** 获取统计数据 */
+const loadData = async () => {
+  // 1. 加载统计数据
+  loading.value = true
+  const recordTypeCount = await StatisticsCustomerApi.getRecordTypeCount(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
+      }
+    })
+  }
+  // 2.2 更新列表数据
+  const totalCount = sumBy(recordTypeCount, 'count')
+  list.value = recordTypeCount.map((r: StatisticsCustomerRespVO) => {
+    return {
+      category: r.category,
+      count: r.count,
+      portion: round((r.count / totalCount) * 100, 2)
+    }
+  })
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>
diff --git a/src/views/crm/statistics/customer/components/TotalCustomerCount.vue b/src/views/crm/statistics/customer/components/TotalCustomerCount.vue
index c1c5dfcd..84c50d04 100644
--- a/src/views/crm/statistics/customer/components/TotalCustomerCount.vue
+++ b/src/views/crm/statistics/customer/components/TotalCustomerCount.vue
@@ -1,6 +1,6 @@
 <!-- 客户总量分析 -->
 <template>
-  <!-- 柱状图 -->
+  <!-- Echarts图 -->
   <el-card shadow="never">
     <el-skeleton :loading="loading" animated>
       <Echart :height="500" :options="echartsOption" />
@@ -20,7 +20,6 @@
 <script setup lang="ts">
 import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
 import { EChartsOption } from 'echarts'
-import { clone } from 'lodash-es'
 
 defineOptions({ name: 'TotalCustomerCount' })
 const props = defineProps<{ queryParams: any }>() // 搜索参数
@@ -85,20 +84,20 @@ const loadData = async () => {
   const dealCustomerCount = await StatisticsCustomerApi.getDealTotalCustomerCount(props.queryParams)
   // 2.1 更新 Echarts 数据
   if (echartsOption.xAxis && echartsOption.xAxis['data']) {
-    echartsOption.xAxis['data'] = clone(customerCount.map(s => s['category']))
+    echartsOption.xAxis['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.category)
   }
   if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
-    echartsOption.series[0]['data'] = clone(customerCount.map(s => s['count']))
+    echartsOption.series[0]['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.count)
   }
   if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
-    echartsOption.series[1]['data'] = clone(dealCustomerCount.map(s => s['count']))
+    echartsOption.series[1]['data'] = dealCustomerCount.map((s: StatisticsCustomerRespVO) => s.count)
   }
   // 2.2 更新列表数据
-  const tableData = customerCount.map((item, index) => {
+  const tableData = customerCount.map((item: StatisticsCustomerRespVO, index: number) => {
     return {
-      category: item['category'],
-      customerCount: item['count'],
-      dealCustomerCount: dealCustomerCount[index]['count'],
+      category: item.category,
+      customerCount: item.count,
+      dealCustomerCount: dealCustomerCount[index].count,
     }
   })
   list.value = tableData
diff --git a/src/views/crm/statistics/customer/index.vue b/src/views/crm/statistics/customer/index.vue
index ea2edef4..89e2d009 100644
--- a/src/views/crm/statistics/customer/index.vue
+++ b/src/views/crm/statistics/customer/index.vue
@@ -56,6 +56,22 @@
       <el-tab-pane label="客户总量分析" name="totalCustomerCount" lazy>
         <TotalCustomerCount :query-params="queryParams" ref="totalCustomerCountRef" />
       </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>
+      <!-- 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" />
+      </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>
+      <!-- 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>
     </el-tabs>
   </el-col>
 </template>
@@ -66,6 +82,11 @@ 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' 
+
 
 defineOptions({ name: 'CrmStatisticsCustomer' })
 
@@ -84,7 +105,7 @@ 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) => u.deptId === queryParams.deptId) : []
+  queryParams.deptId ? userList.value.filter((u: UserApi.UserVO) => u.deptId === queryParams.deptId) : []
 )
 
 // 活跃标签
@@ -92,10 +113,15 @@ const activeTab = ref('totalCustomerCount')
 // 1.客户总量分析
 const totalCustomerCountRef = ref()
 // 2.客户跟进次数分析
+const followupCountRef = ref()
 // 3.客户跟进方式分析
+const followupTypeRef = ref()
 // 4.客户转化率分析
+const conversionRateRef = ref()
 // 5.公海客户分析
+// 缺 crm_owner_record 表
 // 6.成交周期分析
+const customerCycleRef = ref()
 
 /** 搜索按钮操作 */
 const handleQuery = () => {
@@ -103,6 +129,18 @@ const handleQuery = () => {
     case 'totalCustomerCount':
       totalCustomerCountRef.value?.loadData?.()
       break
+    case 'followupCount':
+      followupCountRef.value?.loadData?.()
+      break
+    case 'followupType':
+      followupTypeRef.value?.loadData?.()
+      break
+    case 'conversionRate':
+      conversionRateRef.value?.loadData?.()
+      break
+    case 'customerCycle':
+      customerCycleRef.value?.loadData?.()
+      break
   }
 }
 

From 762b51a5b44d420a8de0629b0da648aad34260f7 Mon Sep 17 00:00:00 2001
From: dhb52 <dhb52@126.com>
Date: Mon, 4 Mar 2024 23:51:42 +0800
Subject: [PATCH 3/4] =?UTF-8?q?fix:=20[CRM-=E5=AE=A2=E6=88=B7=E7=BB=9F?=
 =?UTF-8?q?=E8=AE=A1]=E6=A0=B9=E6=8D=AECode-Review=20=E4=BF=AE=E6=94=B9?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 src/api/crm/statistics/customer.ts            | 159 ++++++++++++------
 .../customer/components/ConversionRate.vue    | 112 ------------
 .../components/CustomerConversionStat.vue     | 130 ++++++++++++++
 ...ustomerCycle.vue => CustomerDealCycle.vue} |  57 ++++---
 ...pCount.vue => CustomerFollowupSummary.vue} |  54 +++---
 ...lowupType.vue => CustomerFollowupType.vue} |  39 +++--
 .../customer/components/CustomerSummary.vue   | 150 +++++++++++++++++
 .../components/TotalCustomerCount.vue         | 112 ------------
 src/views/crm/statistics/customer/index.vue   |  62 +++----
 9 files changed, 515 insertions(+), 360 deletions(-)
 delete mode 100644 src/views/crm/statistics/customer/components/ConversionRate.vue
 create mode 100644 src/views/crm/statistics/customer/components/CustomerConversionStat.vue
 rename src/views/crm/statistics/customer/components/{CustomerCycle.vue => CustomerDealCycle.vue} (60%)
 rename src/views/crm/statistics/customer/components/{FollowupCount.vue => CustomerFollowupSummary.vue} (60%)
 rename src/views/crm/statistics/customer/components/{FollowupType.vue => CustomerFollowupType.vue} (64%)
 create mode 100644 src/views/crm/statistics/customer/components/CustomerSummary.vue
 delete mode 100644 src/views/crm/statistics/customer/components/TotalCustomerCount.vue

diff --git a/src/api/crm/statistics/customer.ts b/src/api/crm/statistics/customer.ts
index f048d174..2c801bb6 100644
--- a/src/api/crm/statistics/customer.ts
+++ b/src/api/crm/statistics/customer.ts
@@ -1,53 +1,116 @@
 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 const StatisticsCustomerApi = {
-  // 客户总量(新建)
-  getTotalCustomerCount: (params: any) => {
-    return request.get({
-      url: '/crm/statistics-customer/get-total-customer-count',
-      params
-    })
-  },
-  // 客户总量(成交)
-  getDealTotalCustomerCount: (params: any) => {
-    return request.get({
-      url: '/crm/statistics-customer/get-deal-total-customer-count',
-      params
-    })
-  },
-  // 获取客户跟进次数
-  getRecordCount: (params: any) => {
-    return request.get({
-      url: '/crm/statistics-customer/get-record-count',
-      params
-    })
-  },
-  // 获取客户跟进次数
-  getDistinctRecordCount: (params: any) => {
-    return request.get({
-      url: '/crm/statistics-customer/get-distinct-record-count',
-      params
-    })
-  },
-  // 获取客户跟进方式统计数
-  getRecordTypeCount: (params: any) => {
-    return request.get({
-      url: '/crm/statistics-customer/get-record-type-count',
-      params
-    })
-  },
-  // 获取客户成交周期
-  getCustomerCycle: (params: any) => {
-    return request.get({
-      url: '/crm/statistics-customer/get-customer-cycle',
-      params
-    })
-  },
+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 = {
+  // 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-customer-summary-by-user',
+      params
+    })
+  },
+  // 2.1 客户跟进次数分析(按日期)
+  getFollowupSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-followup-summary-by-date',
+      params
+    })
+  },
+  // 2.2 客户跟进次数分析(按用户)
+  getFollowupSummaryByUser: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-followup-summary-by-user',
+      params
+    })
+  },
+  // 3.1 获取客户跟进方式统计数
+  getFollowupSummaryByType: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-followup-summary-by-type',
+      params
+    })
+  },
+  // 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-followup-summary-by-type',
+      params
+    })
+  },
+  // 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-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
+    })
+  }
 }
diff --git a/src/views/crm/statistics/customer/components/ConversionRate.vue b/src/views/crm/statistics/customer/components/ConversionRate.vue
deleted file mode 100644
index 5f3ad591..00000000
--- a/src/views/crm/statistics/customer/components/ConversionRate.vue
+++ /dev/null
@@ -1,112 +0,0 @@
-<!-- 客户转化率分析 -->
-<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 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>
-  </el-card>
-</template>
-<script setup lang="ts">
-import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
-import { EChartsOption } from 'echarts'
-import { round } from 'lodash-es';
-
-defineOptions({ name: 'ConversionRate' })
-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
-
-/** 柱状图配置：纵向 */
-const echartsOption = reactive<EChartsOption>({
-  grid: {
-    left: 20,
-    right: 20,
-    bottom: 20,
-    containLabel: true
-  },
-  legend: { },
-  series: [
-    {
-      name: '客户转化率',
-      type: 'line',
-      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: '客户转化率分析' } // 保存为图片
-    }
-  },
-  tooltip: {
-    trigger: 'axis',
-    axisPointer: {
-      type: 'shadow'
-    }
-  },
-  yAxis: {
-    type: 'value',
-    name: '转化率(%)'
-  },
-  xAxis: {
-    type: 'category',
-    name: '日期',
-    data: []
-  }
-}) as EChartsOption
-
-/** 获取统计数据 */
-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)
-  // 2.1 更新 Echarts 数据
-  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
-    echartsOption.xAxis['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.category)
-  }
-  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,
-    }
-  })
-  }
-  // 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
-  loading.value = false
-}
-defineExpose({ loadData })
-
-/** 初始化 */
-onMounted(() => {
-  loadData()
-})
-</script>
diff --git a/src/views/crm/statistics/customer/components/CustomerConversionStat.vue b/src/views/crm/statistics/customer/components/CustomerConversionStat.vue
new file mode 100644
index 00000000..fbef26b8
--- /dev/null
+++ b/src/views/crm/statistics/customer/components/CustomerConversionStat.vue
@@ -0,0 +1,130 @@
+<!-- 客户转化率分析 -->
+<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 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="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,
+  CrmStatisticsCustomerSummaryByDateRespVO
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+import { round } from 'lodash-es'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+
+defineOptions({ name: 'CustomerConversionStat' })
+const props = defineProps<{ queryParams: any }>() // 搜索参数
+
+const loading = ref(false) // 加载中
+const list = ref<CrmStatisticsCustomerSummaryByDateRespVO[]>([]) // 列表的数据
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '客户转化率',
+      type: 'line',
+      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: '客户转化率分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: {
+    type: 'value',
+    name: '转化率(%)'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+const loadData = async () => {
+  // 1. 加载统计数据
+  loading.value = true
+  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: CrmStatisticsCustomerSummaryByDateRespVO) => s.time
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    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
+  list.value = contractSummary
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>
diff --git a/src/views/crm/statistics/customer/components/CustomerCycle.vue b/src/views/crm/statistics/customer/components/CustomerDealCycle.vue
similarity index 60%
rename from src/views/crm/statistics/customer/components/CustomerCycle.vue
rename to src/views/crm/statistics/customer/components/CustomerDealCycle.vue
index d28f345d..9243e6a3 100644
--- a/src/views/crm/statistics/customer/components/CustomerCycle.vue
+++ b/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 })
diff --git a/src/views/crm/statistics/customer/components/FollowupCount.vue b/src/views/crm/statistics/customer/components/CustomerFollowupSummary.vue
similarity index 60%
rename from src/views/crm/statistics/customer/components/FollowupCount.vue
rename to src/views/crm/statistics/customer/components/CustomerFollowupSummary.vue
index e0ae1274..cfb025f5 100644
--- a/src/views/crm/statistics/customer/components/FollowupCount.vue
+++ b/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 })
diff --git a/src/views/crm/statistics/customer/components/FollowupType.vue b/src/views/crm/statistics/customer/components/CustomerFollowupType.vue
similarity index 64%
rename from src/views/crm/statistics/customer/components/FollowupType.vue
rename to src/views/crm/statistics/customer/components/CustomerFollowupType.vue
index 2debcb1c..87510054 100644
--- a/src/views/crm/statistics/customer/components/FollowupType.vue
+++ b/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
diff --git a/src/views/crm/statistics/customer/components/CustomerSummary.vue b/src/views/crm/statistics/customer/components/CustomerSummary.vue
new file mode 100644
index 00000000..da50b30b
--- /dev/null
+++ b/src/views/crm/statistics/customer/components/CustomerSummary.vue
@@ -0,0 +1,150 @@
+<!-- 客户统计 -->
+<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 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="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,
+  CrmStatisticsCustomerSummaryByDateRespVO,
+  CrmStatisticsCustomerSummaryByUserRespVO
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+import { round } from 'lodash-es'
+
+defineOptions({ name: 'CustomerSummary' })
+const props = defineProps<{ queryParams: any }>() // 搜索参数
+
+const loading = ref(false) // 加载中
+const list = ref<CrmStatisticsCustomerSummaryByUserRespVO[]>([]) // 列表的数据
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '新增客户数',
+      type: 'bar',
+      data: []
+    },
+    {
+      name: '成交客户数',
+      type: 'bar',
+      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: '数量（个）'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+const loadData = async () => {
+  // 1. 加载统计数据
+  loading.value = true
+  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'] = customerSummaryByDate.map(
+      (s: CrmStatisticsCustomerSummaryByDateRespVO) => s.time
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = customerSummaryByDate.map(
+      (s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerCreateCount
+    )
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = customerSummaryByDate.map(
+      (s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerDealCount
+    )
+  }
+  // 2.2 更新列表数据
+  list.value = customerSummaryByUser
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>
diff --git a/src/views/crm/statistics/customer/components/TotalCustomerCount.vue b/src/views/crm/statistics/customer/components/TotalCustomerCount.vue
deleted file mode 100644
index 84c50d04..00000000
--- a/src/views/crm/statistics/customer/components/TotalCustomerCount.vue
+++ /dev/null
@@ -1,112 +0,0 @@
-<!-- 客户总量分析 -->
-<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 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>
-  </el-card>
-</template>
-<script setup lang="ts">
-import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
-import { EChartsOption } from 'echarts'
-
-defineOptions({ name: 'TotalCustomerCount' })
-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
-
-/** 柱状图配置：纵向 */
-const echartsOption = reactive<EChartsOption>({
-  grid: {
-    left: 20,
-    right: 20,
-    bottom: 20,
-    containLabel: true
-  },
-  legend: { },
-  series: [
-    {
-      name: '新增客户数',
-      type: 'bar',
-      data: []
-    },
-    {
-      name: '成交客户数',
-      type: 'bar',
-      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: '数量（个）'
-  },
-  xAxis: {
-    type: 'category',
-    name: '日期',
-    data: []
-  }
-}) as EChartsOption
-
-/** 获取统计数据 */
-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)
-  // 2.1 更新 Echarts 数据
-  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
-    echartsOption.xAxis['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.category)
-  }
-  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
-    echartsOption.series[0]['data'] = customerCount.map((s: StatisticsCustomerRespVO) => s.count)
-  }
-  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
-    echartsOption.series[1]['data'] = dealCustomerCount.map((s: StatisticsCustomerRespVO) => s.count)
-  }
-  // 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
-  loading.value = false
-}
-defineExpose({ loadData })
-
-/** 初始化 */
-onMounted(() => {
-  loadData()
-})
-</script>
diff --git a/src/views/crm/statistics/customer/index.vue b/src/views/crm/statistics/customer/index.vue
index 89e2d009..8096814f 100644
--- a/src/views/crm/statistics/customer/index.vue
+++ b/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
   }
 }

From 470c5076a3dcd1a57706433d6ae5a63f48fc74ec Mon Sep 17 00:00:00 2001
From: dhb52 <dhb52@126.com>
Date: Tue, 5 Mar 2024 23:16:57 +0800
Subject: [PATCH 4/4] =?UTF-8?q?fix:=20=E5=90=88=E5=90=8C=E6=91=98=E8=A6=81?=
 =?UTF-8?q?=E4=BF=A1=E6=81=AF(=E5=AE=A2=E6=88=B7=E8=BD=AC=E5=8C=96?=
 =?UTF-8?q?=E7=8E=87=E9=A1=B5=E9=9D=A2)=20api=20=E5=9C=B0=E5=9D=80?=
 =?UTF-8?q?=E9=94=99=E8=AF=AF?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 src/api/crm/statistics/customer.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/api/crm/statistics/customer.ts b/src/api/crm/statistics/customer.ts
index 2c801bb6..4358db77 100644
--- a/src/api/crm/statistics/customer.ts
+++ b/src/api/crm/statistics/customer.ts
@@ -95,7 +95,7 @@ export const StatisticsCustomerApi = {
   // 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-followup-summary-by-type',
+      url: '/crm/statistics-customer/get-contract-summary',
       params
     })
   },