feat: 增加[客户公海分析]tab
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@ -44,6 +44,18 @@ export interface CrmStatisticsCustomerContractSummaryRespVO {
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orderDate: Date
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orderDate: Date
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}
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}
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export interface CrmStatisticsPoolSummaryByDateRespVO {
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time: string
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customerPutCount: number
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customerTakeCount: number
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}
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export interface CrmStatisticsPoolSummaryByUserRespVO {
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ownerUserName: string
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customerPutCount: number
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customerTakeCount: number
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}
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export interface CrmStatisticsCustomerDealCycleByDateRespVO {
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export interface CrmStatisticsCustomerDealCycleByDateRespVO {
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time: string
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time: string
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customerDealCycle: number
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customerDealCycle: number
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@ -99,14 +111,28 @@ export const StatisticsCustomerApi = {
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params
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params
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})
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})
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},
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},
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// 5.1 获取客户成交周期(按日期)
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// 5.1 获取客户公海分析(按日期)
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getPoolSummaryByDate: (param: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-pool-summary-by-date',
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params: param
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})
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},
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// 5.2 获取客户公海分析(按用户)
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getPoolSummaryByUser: (param: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-pool-summary-by-user',
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params: param
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})
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},
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// 6.1 获取客户成交周期(按日期)
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getCustomerDealCycleByDate: (params: any) => {
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getCustomerDealCycleByDate: (params: any) => {
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return request.get({
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return request.get({
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url: '/crm/statistics-customer/get-customer-deal-cycle-by-date',
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url: '/crm/statistics-customer/get-customer-deal-cycle-by-date',
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params
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params
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})
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})
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},
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},
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// 5.2 获取客户成交周期(按用户)
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// 6.2 获取客户成交周期(按用户)
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getCustomerDealCycleByUser: (params: any) => {
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getCustomerDealCycleByUser: (params: any) => {
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return request.get({
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return request.get({
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url: '/crm/statistics-customer/get-customer-deal-cycle-by-user',
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url: '/crm/statistics-customer/get-customer-deal-cycle-by-user',
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148
src/views/crm/statistics/customer/components/PoolSummary.vue
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148
src/views/crm/statistics/customer/components/PoolSummary.vue
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@ -0,0 +1,148 @@
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<!-- 客户总量统计 -->
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<template>
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<!-- Echarts图 -->
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<el-card shadow="never">
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<el-skeleton :loading="loading" animated>
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<Echart :height="500" :options="echartsOption" />
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</el-skeleton>
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</el-card>
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<!-- 统计列表 -->
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<el-card shadow="never" class="mt-16px">
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<el-table v-loading="loading" :data="list">
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<el-table-column label="序号" align="center" type="index" width="80" fixed="left" />
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<el-table-column label="员工姓名" prop="ownerUserName" min-width="100" fixed="left" />
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<el-table-column label="进入公海客户数" align="right" prop="customerPutCount" min-width="200" />
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<el-table-column label="公海领取客户数" align="right" prop="customerTakeCount" min-width="200" />
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</el-table>
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</el-card>
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</template>
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<script setup lang="ts">
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import {
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StatisticsCustomerApi,
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CrmStatisticsPoolSummaryByDateRespVO,
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CrmStatisticsPoolSummaryByUserRespVO
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} from '@/api/crm/statistics/customer'
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import { EChartsOption } from 'echarts'
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defineOptions({ name: 'CustomerSummary' })
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const props = defineProps<{ queryParams: any }>() // 搜索参数
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const loading = ref(false) // 加载中
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const list = ref<CrmStatisticsPoolSummaryByUserRespVO[]>([]) // 列表的数据
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/** 柱状图配置:纵向 */
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const echartsOption = reactive<EChartsOption>({
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grid: {
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left: 20,
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right: 40, // 让X轴右侧显示完整
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bottom: 20,
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containLabel: true
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},
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legend: {},
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series: [
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{
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name: '进入公海客户数',
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type: 'bar',
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yAxisIndex: 0,
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data: []
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},
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{
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name: '公海领取客户数',
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type: 'bar',
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yAxisIndex: 1,
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data: []
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}
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],
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toolbox: {
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feature: {
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dataZoom: {
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xAxisIndex: false // 数据区域缩放:Y 轴不缩放
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},
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brush: {
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type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
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},
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saveAsImage: { show: true, name: '公海客户分析' } // 保存为图片
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}
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},
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tooltip: {
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trigger: 'axis',
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axisPointer: {
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type: 'shadow'
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}
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},
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yAxis: [
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{
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type: 'value',
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name: '进入公海客户数',
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min: 0,
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minInterval: 1, // 显示整数刻度
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},
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{
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type: 'value',
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name: '公海领取客户数',
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min: 0,
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minInterval: 1, // 显示整数刻度
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splitLine: {
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lineStyle: {
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type: 'dotted', // 右侧网格线虚化, 减少混乱
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opacity: 0.7,
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}
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}
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}
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],
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xAxis: {
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type: 'category',
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name: '日期',
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data: [],
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}
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}) as EChartsOption
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/** 获取数据并填充图表 */
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const fetchAndFill = async () => {
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// 1. 加载统计数据
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const poolSummaryByDate = await StatisticsCustomerApi.getPoolSummaryByDate(
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props.queryParams
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)
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const poolSummaryByUser = await StatisticsCustomerApi.getPoolSummaryByUser(
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props.queryParams
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)
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// 2.1 更新 Echarts 数据
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if (echartsOption.xAxis && echartsOption.xAxis['data']) {
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echartsOption.xAxis['data'] = poolSummaryByDate.map(
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(s: CrmStatisticsPoolSummaryByDateRespVO) => s.time
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)
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}
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if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
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echartsOption.series[0]['data'] = poolSummaryByDate.map(
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(s: CrmStatisticsPoolSummaryByDateRespVO) => s.customerPutCount
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)
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}
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if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
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echartsOption.series[1]['data'] = poolSummaryByDate.map(
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(s: CrmStatisticsPoolSummaryByDateRespVO) => s.customerTakeCount
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)
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}
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// 2.2 更新列表数据
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list.value = poolSummaryByUser
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}
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/** 获取统计数据 */
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const loadData = async () => {
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loading.value = true
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try {
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fetchAndFill()
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} finally {
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loading.value = false
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}
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}
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defineExpose({ loadData })
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/** 初始化 */
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onMounted(() => {
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loadData()
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})
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</script>
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@ -19,10 +19,16 @@
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start-placeholder="开始日期"
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start-placeholder="开始日期"
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type="daterange"
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type="daterange"
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value-format="YYYY-MM-DD HH:mm:ss"
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value-format="YYYY-MM-DD HH:mm:ss"
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@change="handleQuery"
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/>
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/>
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</el-form-item>
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</el-form-item>
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<el-form-item label="时间间隔" prop="interval">
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<el-form-item label="时间间隔" prop="interval">
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<el-select v-model="queryParams.interval" class="!w-240px" placeholder="间隔类型">
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<el-select
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v-model="queryParams.interval"
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class="!w-240px"
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placeholder="间隔类型"
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@change="handleQuery"
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>
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<el-option
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.DATE_INTERVAL)"
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v-for="dict in getIntDictOptions(DICT_TYPE.DATE_INTERVAL)"
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:key="dict.value"
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:key="dict.value"
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@ -40,11 +46,18 @@
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class="!w-240px"
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class="!w-240px"
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node-key="id"
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node-key="id"
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placeholder="请选择归属部门"
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placeholder="请选择归属部门"
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@change="queryParams.userId = undefined"
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@change="queryParams.userId = undefined;handleQuery()
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"
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/>
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/>
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</el-form-item>
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</el-form-item>
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<el-form-item label="员工" prop="userId">
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<el-form-item label="员工" prop="userId">
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<el-select v-model="queryParams.userId" class="!w-240px" clearable placeholder="员工">
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<el-select
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v-model="queryParams.userId"
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class="!w-240px"
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clearable
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placeholder="员工"
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@change="handleQuery"
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>
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<el-option
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<el-option
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v-for="(user, index) in userListByDeptId"
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v-for="(user, index) in userListByDeptId"
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:key="index"
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:key="index"
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@ -56,7 +69,7 @@
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<el-form-item>
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<el-form-item>
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<el-button @click="handleQuery">
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<el-button @click="handleQuery">
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<Icon class="mr-5px" icon="ep:search" />
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<Icon class="mr-5px" icon="ep:search" />
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搜索
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查询
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</el-button>
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</el-button>
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<el-button @click="resetQuery">
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<el-button @click="resetQuery">
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<Icon class="mr-5px" icon="ep:refresh" />
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<Icon class="mr-5px" icon="ep:refresh" />
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@ -85,6 +98,10 @@
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<el-tab-pane label="客户转化率分析" lazy name="conversionStat">
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<el-tab-pane label="客户转化率分析" lazy name="conversionStat">
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<CustomerConversionStat ref="conversionStatRef" :query-params="queryParams" />
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<CustomerConversionStat ref="conversionStatRef" :query-params="queryParams" />
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</el-tab-pane>
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</el-tab-pane>
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<!-- 公海客户分析 -->
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<el-tab-pane label="公海客户分析" lazy name="poolSummary">
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<PoolSummary ref="poolSummaryRef" :query-params="queryParams" />
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</el-tab-pane>
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<!-- 成交周期分析 -->
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<!-- 成交周期分析 -->
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<el-tab-pane label="成交周期分析" lazy name="dealCycle">
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<el-tab-pane label="成交周期分析" lazy name="dealCycle">
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<CustomerDealCycle ref="dealCycleRef" :query-params="queryParams" />
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<CustomerDealCycle ref="dealCycleRef" :query-params="queryParams" />
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@ -97,19 +114,20 @@
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import * as DeptApi from '@/api/system/dept'
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import * as DeptApi from '@/api/system/dept'
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import * as UserApi from '@/api/system/user'
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import * as UserApi from '@/api/system/user'
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import { useUserStore } from '@/store/modules/user'
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import { useUserStore } from '@/store/modules/user'
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
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import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
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import { defaultProps, handleTree } from '@/utils/tree'
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import { defaultProps, handleTree } from '@/utils/tree'
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import CustomerSummary from './components/CustomerSummary.vue'
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import CustomerFollowUpSummary from './components/CustomerFollowUpSummary.vue'
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import CustomerFollowUpType from './components/CustomerFollowUpType.vue'
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import CustomerConversionStat from './components/CustomerConversionStat.vue'
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import CustomerConversionStat from './components/CustomerConversionStat.vue'
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import CustomerDealCycle from './components/CustomerDealCycle.vue'
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import CustomerDealCycle from './components/CustomerDealCycle.vue'
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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import CustomerFollowUpSummary from './components/CustomerFollowUpSummary.vue'
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import CustomerFollowUpType from './components/CustomerFollowUpType.vue'
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import CustomerSummary from './components/CustomerSummary.vue'
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import PoolSummary from './components/PoolSummary.vue'
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defineOptions({ name: 'CrmStatisticsCustomer' })
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defineOptions({ name: 'CrmStatisticsCustomer' })
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const queryParams = reactive({
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const queryParams = reactive({
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interval: 1,
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interval: 2, // WEEK, 周
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deptId: useUserStore().getUser.deptId,
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deptId: useUserStore().getUser.deptId,
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userId: undefined,
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userId: undefined,
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times: [
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times: [
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@ -135,8 +153,7 @@ const customerSummaryRef = ref() // 1. 客户总量分析
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const followUpSummaryRef = ref() // 2. 客户跟进次数分析
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const followUpSummaryRef = ref() // 2. 客户跟进次数分析
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const followUpTypeRef = ref() // 3. 客户跟进方式分析
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const followUpTypeRef = ref() // 3. 客户跟进方式分析
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const conversionStatRef = ref() // 4. 客户转化率分析
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const conversionStatRef = ref() // 4. 客户转化率分析
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// 5. TODO 公海客户分析
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const poolSummaryRef = ref() // 5. 客户公海分析
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// 缺 crm_owner_record 表 TODO @dhb52:可以先做界面 + 接口,接口数据直接写死返回,相当于 mock 出来
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const dealCycleRef = ref() // 6. 成交周期分析
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const dealCycleRef = ref() // 6. 成交周期分析
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/** 搜索按钮操作 */
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/** 搜索按钮操作 */
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@ -154,6 +171,9 @@ const handleQuery = () => {
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case 'conversionStat': // 客户转化率分析
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case 'conversionStat': // 客户转化率分析
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conversionStatRef.value?.loadData?.()
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conversionStatRef.value?.loadData?.()
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break
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break
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case 'poolSummary': // 公海客户分析
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poolSummaryRef.value?.loadData?.()
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break
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case 'dealCycle': // 成交周期分析
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case 'dealCycle': // 成交周期分析
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dealCycleRef.value?.loadData?.()
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dealCycleRef.value?.loadData?.()
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break
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break
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