CRM:code review【客户统计】的代码实现
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@ -329,10 +329,11 @@ const ERP_PRICE_DIGIT = 2
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* 例如说:库存数量
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*
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* @param num 数量
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* @package digit 保留的小数位数
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* @return 格式化后的数量
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*/
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export const erpNumberFormatter = (num: number | string | undefined, digit: number) => {
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if (num === null) {
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if (num == null) {
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return ''
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}
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if (typeof num === 'string') {
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@ -404,3 +405,16 @@ export const erpPriceMultiply = (price: number, count: number) => {
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}
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return parseFloat((price * count).toFixed(ERP_PRICE_DIGIT))
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}
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/**
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* 【ERP】百分比计算,四舍五入保留两位小数
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*
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* 如果 total 为 0,则返回 0
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*
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* @param value 当前值
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* @param total 总值
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*/
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export const erpCalculatePercentage = (value: number, total: number) => {
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if (total === 0) return 0
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return ((value / total) * 100).toFixed(2)
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}
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@ -27,8 +27,9 @@ import {
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CrmStatisticsFollowUpSummaryByTypeRespVO
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} from '@/api/crm/statistics/customer'
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import { EChartsOption } from 'echarts'
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import { round, sumBy } from 'lodash-es'
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import { sumBy } from 'lodash-es'
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import { DICT_TYPE, getDictLabel } from '@/utils/dict'
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import { erpCalculatePercentage } from '@/utils'
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defineOptions({ name: 'CustomerFollowupType' })
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const props = defineProps<{ queryParams: any }>() // 搜索参数
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@ -95,7 +96,7 @@ const loadData = async () => {
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list.value = followUpSummaryByType.map((row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
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return {
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...row,
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portion: round((row.followUpRecordCount / totalCount) * 100, 2)
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portion: erpCalculatePercentage(row.followUpRecordCount, totalCount)
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}
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})
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loading.value = false
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@ -10,8 +10,8 @@
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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" />
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<el-table-column label="员工姓名" prop="ownerUserName" min-width="100" />
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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
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label="新增客户数"
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align="right"
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@ -21,28 +21,31 @@
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<el-table-column label="成交客户数" align="right" prop="customerDealCount" min-width="200" />
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<el-table-column label="客户成交率(%)" align="right" min-width="200">
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<template #default="scope">
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{{
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scope.row.customerCreateCount !== 0
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? round((scope.row.customerDealCount / scope.row.customerCreateCount) * 100, 2)
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: 0
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}}
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{{ erpCalculatePercentage(scope.row.customerDealCount, scope.row.customerCreateCount) }}
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</template>
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</el-table-column>
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<el-table-column label="合同总金额" align="right" prop="contractPrice" min-width="200" />
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<el-table-column label="回款金额" align="right" prop="receivablePrice" min-width="200" />
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<el-table-column
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label="合同总金额"
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align="right"
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prop="contractPrice"
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min-width="200"
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:formatter="erpPriceTableColumnFormatter"
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/>
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<el-table-column
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label="回款金额"
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align="right"
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prop="receivablePrice"
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min-width="200"
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:formatter="erpPriceTableColumnFormatter"
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/>
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<el-table-column label="未回款金额" align="right" min-width="200">
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<!-- TODO @dhb52:参考 util/index.ts 的 // ========== ERP 专属方法 ========== 部分,搞个两个方法,一个格式化百分比,一个计算百分比 -->
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<template #default="scope">
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{{ round(scope.row.contractPrice - scope.row.receivablePrice, 2) }}
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{{ erpCalculatePercentage(scope.row.receivablePrice, scope.row.contractPrice) }}
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</template>
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</el-table-column>
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<el-table-column label="回款完成率(%)" align="right" min-width="200">
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<el-table-column label="回款完成率(%)" align="right" min-width="200" fixed="right">
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<template #default="scope">
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{{
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scope.row.contractPrice !== 0
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? round((scope.row.receivablePrice / scope.row.contractPrice) * 100, 2)
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: 0
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}}
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{{ erpCalculatePercentage(scope.row.receivablePrice, scope.row.contractPrice) }}
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</template>
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</el-table-column>
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</el-table>
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@ -55,7 +58,7 @@ import {
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CrmStatisticsCustomerSummaryByUserRespVO
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} from '@/api/crm/statistics/customer'
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import { EChartsOption } from 'echarts'
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import { round } from 'lodash-es'
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import { erpCalculatePercentage, erpPriceTableColumnFormatter } from '@/utils'
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defineOptions({ name: 'CustomerSummary' })
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const props = defineProps<{ queryParams: any }>() // 搜索参数
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@ -124,32 +124,31 @@ const userListByDeptId = computed(() =>
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: []
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)
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//
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const activeTab = ref('customerSummary') // 活跃标签
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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 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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// 5. TODO 公海客户分析
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// 缺 crm_owner_record 表
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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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/** 搜索按钮操作 */
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const handleQuery = () => {
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switch (activeTab.value) {
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case 'customerSummary':
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case 'customerSummary': // 客户总量分析
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customerSummaryRef.value?.loadData?.()
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break
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case 'followUpSummary':
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case 'followUpSummary': // 客户跟进次数分析
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followUpSummaryRef.value?.loadData?.()
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break
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case 'followUpType':
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case 'followUpType': // 客户跟进方式分析
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followUpTypeRef.value?.loadData?.()
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break
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case 'conversionStat':
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case 'conversionStat': // 客户转化率分析
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conversionStatRef.value?.loadData?.()
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break
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case 'dealCycle':
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case 'dealCycle': // 成交周期分析
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dealCycleRef.value?.loadData?.()
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break
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}
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