CRM: 完善新增商机分析
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puhui999
parent
3c49ed570a
commit
bc95dc2959
@ -6,6 +6,12 @@ export interface CrmStatisticFunnelRespVO {
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winCount: number // 赢单数
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}
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export interface CrmStatisticsBusinessSummaryByDateRespVO {
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time: string // 时间
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businessCreateCount: number // 商机数
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businessDealCount: number // 商机金额
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}
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// 客户分析 API
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export const StatisticFunnelApi = {
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// 1. 获取销售漏斗统计数据
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@ -21,5 +27,19 @@ export const StatisticFunnelApi = {
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url: '/crm/statistics-funnel/get-business-end-status-summary',
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params
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})
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},
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// 3. 获取新增商机分析(按日期)
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getBusinessSummaryByDate: (params: any) => {
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return request.get({
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url: '/crm/statistics-funnel/get-business-summary-by-date',
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params
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})
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},
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// 4. 获取商机列表(按日期)
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getBusinessPageByDate: (params: any) => {
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return request.get({
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url: '/crm/statistics-funnel/get-business-page-by-date',
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params
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})
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}
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}
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@ -5,35 +5,43 @@
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<ContentWrap>
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<!-- 搜索工作栏 -->
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<el-form
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class="-mb-15px"
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:model="queryParams"
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ref="queryFormRef"
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:inline="true"
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:model="queryParams"
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class="-mb-15px"
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label-width="68px"
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>
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<el-form-item label="商机名称" prop="name">
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<el-input
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v-model="queryParams.name"
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placeholder="请输入商机名称"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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clearable
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placeholder="请输入商机名称"
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@keyup.enter="handleQuery"
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/>
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</el-form-item>
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<el-form-item>
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<el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
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<el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
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<el-button type="primary" @click="openForm('create')" v-hasPermi="['crm:business:create']">
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<Icon icon="ep:plus" class="mr-5px" /> 新增
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<el-button @click="handleQuery">
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<Icon class="mr-5px" icon="ep:search" />
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搜索
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</el-button>
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<el-button @click="resetQuery">
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<Icon class="mr-5px" icon="ep:refresh" />
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重置
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</el-button>
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<el-button v-hasPermi="['crm:business:create']" type="primary" @click="openForm('create')">
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<Icon class="mr-5px" icon="ep:plus" />
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新增
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</el-button>
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<el-button
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type="success"
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plain
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@click="handleExport"
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:loading="exportLoading"
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v-hasPermi="['crm:business:export']"
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:loading="exportLoading"
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plain
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type="success"
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@click="handleExport"
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>
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<Icon icon="ep:download" class="mr-5px" /> 导出
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<Icon class="mr-5px" icon="ep:download" />
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导出
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</el-button>
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</el-form-item>
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</el-form>
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@ -46,8 +54,8 @@
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<el-tab-pane label="我参与的" name="2" />
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<el-tab-pane label="下属负责的" name="3" />
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</el-tabs>
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<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
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<el-table-column align="center" label="商机名称" fixed="left" prop="name" width="160">
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<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
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<el-table-column align="center" fixed="left" label="商机名称" prop="name" width="160">
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<template #default="scope">
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<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
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{{ scope.row.name }}
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@ -66,17 +74,17 @@
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</template>
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</el-table-column>
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<el-table-column
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label="商机金额（元）"
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:formatter="erpPriceTableColumnFormatter"
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align="center"
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label="商机金额（元）"
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prop="totalPrice"
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width="140"
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:formatter="erpPriceTableColumnFormatter"
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/>
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<el-table-column
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label="预计成交日期"
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align="center"
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prop="dealTime"
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:formatter="dateFormatter"
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align="center"
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label="预计成交日期"
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prop="dealTime"
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width="180px"
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/>
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<el-table-column align="center" label="备注" prop="remark" width="200" />
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@ -97,49 +105,49 @@
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width="180px"
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/>
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<el-table-column
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label="更新时间"
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align="center"
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prop="updateTime"
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:formatter="dateFormatter"
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align="center"
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label="更新时间"
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prop="updateTime"
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width="180px"
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/>
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<el-table-column
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label="创建时间"
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align="center"
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prop="createTime"
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:formatter="dateFormatter"
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align="center"
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label="创建时间"
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prop="createTime"
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width="180px"
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/>
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<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
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<el-table-column
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label="商机状态组"
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align="center"
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prop="statusTypeName"
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fixed="right"
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label="商机状态组"
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prop="statusTypeName"
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width="140"
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/>
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<el-table-column
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label="商机阶段"
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align="center"
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prop="statusName"
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fixed="right"
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label="商机阶段"
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prop="statusName"
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width="120"
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/>
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<el-table-column label="操作" align="center" fixed="right" width="130px">
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<el-table-column align="center" fixed="right" label="操作" width="130px">
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<template #default="scope">
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<el-button
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v-hasPermi="['crm:business:update']"
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link
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type="primary"
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@click="openForm('update', scope.row.id)"
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v-hasPermi="['crm:business:update']"
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>
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编辑
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</el-button>
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<el-button
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v-hasPermi="['crm:business:delete']"
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link
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type="danger"
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@click="handleDelete(scope.row.id)"
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v-hasPermi="['crm:business:delete']"
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>
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删除
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</el-button>
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@ -148,9 +156,9 @@
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</el-table>
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<!-- 分页 -->
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<Pagination
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:total="total"
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v-model:page="queryParams.pageNo"
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v-model:limit="queryParams.pageSize"
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v-model:page="queryParams.pageNo"
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:total="total"
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@pagination="getList"
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/>
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</ContentWrap>
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@ -159,7 +167,7 @@
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<BusinessForm ref="formRef" @success="getList" />
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</template>
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<script setup lang="ts">
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<script lang="ts" setup>
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import { dateFormatter } from '@/utils/formatTime'
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import download from '@/utils/download'
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import * as BusinessApi from '@/api/crm/business'
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@ -216,7 +224,7 @@ const handleTabClick = (tab: TabsPaneContext) => {
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}
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/** 打开客户详情 */
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const { currentRoute, push } = useRouter()
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const { push } = useRouter()
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const openDetail = (id: number) => {
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push({ name: 'CrmBusinessDetail', params: { id } })
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}
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259
src/views/crm/statistics/funnel/components/BusinessSummary.vue
Normal file
259
src/views/crm/statistics/funnel/components/BusinessSummary.vue
Normal file
@ -0,0 +1,259 @@
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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 class="mt-16px" shadow="never">
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<el-table v-loading="loading" :data="list">
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<el-table-column align="center" fixed="left" label="序号" type="index" width="80" />
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<el-table-column align="center" fixed="left" label="商机名称" prop="name" width="160">
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<template #default="scope">
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<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
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{{ scope.row.name }}
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</el-link>
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</template>
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</el-table-column>
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<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120">
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<template #default="scope">
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<el-link
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:underline="false"
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type="primary"
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@click="openCustomerDetail(scope.row.customerId)"
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>
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{{ scope.row.customerName }}
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</el-link>
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</template>
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</el-table-column>
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<el-table-column
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:formatter="erpPriceTableColumnFormatter"
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align="center"
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label="商机金额（元）"
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prop="totalPrice"
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width="140"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="预计成交日期"
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prop="dealTime"
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width="180px"
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/>
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<el-table-column align="center" label="备注" prop="remark" width="200" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="下次联系时间"
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prop="contactNextTime"
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width="180px"
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/>
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<el-table-column align="center" label="负责人" prop="ownerUserName" width="100px" />
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<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="最后跟进时间"
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prop="contactLastTime"
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width="180px"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="更新时间"
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prop="updateTime"
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width="180px"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="创建时间"
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prop="createTime"
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width="180px"
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/>
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<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
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<el-table-column
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align="center"
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fixed="right"
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label="商机状态组"
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prop="statusTypeName"
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width="140"
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/>
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<el-table-column
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align="center"
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fixed="right"
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label="商机阶段"
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prop="statusName"
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width="120"
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/>
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</el-table>
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<!-- 分页 -->
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<Pagination
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v-model:limit="queryParams0.pageSize"
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v-model:page="queryParams0.pageNo"
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:total="total"
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@pagination="getList"
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/>
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</el-card>
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</template>
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<script lang="ts" setup>
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import {
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CrmStatisticsBusinessSummaryByDateRespVO,
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StatisticFunnelApi
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} from '@/api/crm/statistics/funnel'
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import { EChartsOption } from 'echarts'
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import { erpPriceTableColumnFormatter } from '@/utils'
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import { dateFormatter } from '@/utils/formatTime'
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defineOptions({ name: 'BusinessSummary' })
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const props = defineProps<{ queryParams: any }>() // 搜索参数
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const queryParams0 = reactive({
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pageNo: 1,
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pageSize: 10
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})
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const loading = ref(false) // 加载中
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const list = ref([]) // 列表的数据
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const total = ref(0)
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/** 将传进来的值赋值给 formData */
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watch(
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() => props.queryParams,
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(data) => {
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if (!data) {
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return
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}
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const newObj = { ...queryParams0, ...data }
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Object.assign(queryParams0, newObj)
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},
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{
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immediate: true
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}
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)
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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: 30,
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right: 30, // 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: '新增商机数量',
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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: '新增商机金额',
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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: '客户总量分析' } // 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: '新增商机数量',
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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: '新增商机金额',
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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 businessSummaryByDate = await StatisticFunnelApi.getBusinessSummaryByDate(props.queryParams)
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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'] = businessSummaryByDate.map(
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(s: CrmStatisticsBusinessSummaryByDateRespVO) => 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'] = businessSummaryByDate.map(
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(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.businessCreateCount
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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'] = businessSummaryByDate.map(
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(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.businessDealCount
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)
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}
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// 2.2 更新列表数据
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await getList()
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}
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/** 获取商机列表 */
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const getList = async () => {
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const data = await StatisticFunnelApi.getBusinessPageByDate(props.queryParams)
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list.value = data.list
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total.value = data.total
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}
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/** 打开客户详情 */
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const { push } = useRouter()
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const openDetail = (id: number) => {
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push({ name: 'CrmBusinessDetail', params: { id } })
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}
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/** 打开客户详情 */
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const openCustomerDetail = (id: number) => {
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push({ name: 'CrmCustomerDetail', params: { id } })
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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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await 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()
|
||||
})
|
||||
</script>
|
||||
@ -19,8 +19,24 @@
|
||||
start-placeholder="开始日期"
|
||||
type="daterange"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
@change="handleQuery"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="时间间隔" prop="interval">
|
||||
<el-select
|
||||
v-model="queryParams.interval"
|
||||
class="!w-240px"
|
||||
placeholder="间隔类型"
|
||||
@change="handleQuery"
|
||||
>
|
||||
<el-option
|
||||
v-for="dict in getIntDictOptions(DICT_TYPE.DATE_INTERVAL)"
|
||||
:key="dict.value"
|
||||
:label="dict.label"
|
||||
:value="dict.value"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="归属部门" prop="deptId">
|
||||
<el-tree-select
|
||||
v-model="queryParams.deptId"
|
||||
@ -30,11 +46,17 @@
|
||||
class="!w-240px"
|
||||
node-key="id"
|
||||
placeholder="请选择归属部门"
|
||||
@change="queryParams.userId = undefined"
|
||||
@change="(queryParams.userId = undefined), handleQuery()"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="员工" prop="userId">
|
||||
<el-select v-model="queryParams.userId" class="!w-240px" clearable placeholder="员工">
|
||||
<el-select
|
||||
v-model="queryParams.userId"
|
||||
class="!w-240px"
|
||||
clearable
|
||||
placeholder="员工"
|
||||
@change="handleQuery"
|
||||
>
|
||||
<el-option
|
||||
v-for="(user, index) in userListByDeptId"
|
||||
:key="index"
|
||||
@ -46,7 +68,7 @@
|
||||
<el-form-item>
|
||||
<el-button @click="handleQuery">
|
||||
<Icon class="mr-5px" icon="ep:search" />
|
||||
搜索
|
||||
查询
|
||||
</el-button>
|
||||
<el-button @click="resetQuery">
|
||||
<Icon class="mr-5px" icon="ep:refresh" />
|
||||
@ -62,7 +84,9 @@
|
||||
<el-tab-pane label="销售漏斗分析" lazy name="funnelRef">
|
||||
<FunnelBusiness ref="funnelRef" :query-params="queryParams" />
|
||||
</el-tab-pane>
|
||||
<el-tab-pane label="新增商机分析" lazy name="levelRef" />
|
||||
<el-tab-pane label="新增商机分析" lazy name="businessSummaryRef">
|
||||
<BusinessSummary ref="businessSummaryRef" :query-params="queryParams" />
|
||||
</el-tab-pane>
|
||||
<el-tab-pane label="商机转化率分析" lazy name="sourceRef" />
|
||||
</el-tabs>
|
||||
</el-col>
|
||||
@ -75,10 +99,13 @@ import { useUserStore } from '@/store/modules/user'
|
||||
import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
|
||||
import { defaultProps, handleTree } from '@/utils/tree'
|
||||
import FunnelBusiness from './components/FunnelBusiness.vue'
|
||||
import BusinessSummary from './components/BusinessSummary.vue'
|
||||
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
|
||||
|
||||
defineOptions({ name: 'CrmStatisticsFunnel' })
|
||||
|
||||
const queryParams = reactive({
|
||||
interval: 2, // WEEK, 周
|
||||
deptId: useUserStore().getUser.deptId,
|
||||
userId: undefined,
|
||||
times: [
|
||||
@ -100,8 +127,8 @@ const userListByDeptId = computed(() =>
|
||||
)
|
||||
|
||||
const activeTab = ref('funnelRef') // 活跃标签
|
||||
const funnelRef = ref() // 客户地区分布
|
||||
const levelRef = ref() // 客户级别
|
||||
const funnelRef = ref() // 销售漏斗
|
||||
const businessSummaryRef = ref() // 新增商机分析
|
||||
const sourceRef = ref() // 客户来源
|
||||
|
||||
/** 搜索按钮操作 */
|
||||
@ -110,8 +137,8 @@ const handleQuery = () => {
|
||||
case 'funnelRef':
|
||||
funnelRef.value?.loadData?.()
|
||||
break
|
||||
case 'levelRef':
|
||||
levelRef.value?.loadData?.()
|
||||
case 'businessSummaryRef':
|
||||
businessSummaryRef.value?.loadData?.()
|
||||
break
|
||||
case 'sourceRef':
|
||||
sourceRef.value?.loadData?.()
|
||||
|
||||
Loading…
Reference in New Issue
Block a user