CRM:优化【客户统计】的代码实现
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@ -14,21 +14,21 @@ export interface CrmStatisticsCustomerSummaryByUserRespVO {
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receivablePrice: number
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}
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export interface CrmStatisticsFollowupSummaryByDateRespVO {
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export interface CrmStatisticsFollowUpSummaryByDateRespVO {
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time: string
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followupRecordCount: number
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followupCustomerCount: number
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followUpRecordCount: number
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followUpCustomerCount: number
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}
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export interface CrmStatisticsFollowupSummaryByUserRespVO {
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export interface CrmStatisticsFollowUpSummaryByUserRespVO {
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ownerUserName: string
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followupRecordCount: number
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followupCustomerCount: number
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}
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export interface CrmStatisticsFollowupSummaryByTypeRespVO {
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followupType: string
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followupRecordCount: number
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export interface CrmStatisticsFollowUpSummaryByTypeRespVO {
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followUpType: string
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followUpRecordCount: number
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}
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export interface CrmStatisticsCustomerContractSummaryRespVO {
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@ -55,22 +55,6 @@ export interface CrmStatisticsCustomerDealCycleByUserRespVO {
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customerDealCount: number
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}
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export const DATE_INTERVAL_OPTIONS = [
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{ value: 1, name: '今天' },
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{ value: 2, name: '昨天' },
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{ value: 3, name: '本周' },
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{ value: 4, name: '上周' },
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{ value: 5, name: '本月' },
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{ value: 6, name: '上月' },
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{ value: 7, name: '本季度' },
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{ value: 8, name: '上季度' },
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{ value: 9, name: '本年' },
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{ value: 10, name: '去年' },
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{ value: 11, name: '自定义' }
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]
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export const CUSTOMER_INTERVAL = 11
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// 客户分析 API
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export const StatisticsCustomerApi = {
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// 1.1 客户总量分析(按日期)
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@ -88,23 +72,23 @@ export const StatisticsCustomerApi = {
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})
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},
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// 2.1 客户跟进次数分析(按日期)
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getFollowupSummaryByDate: (params: any) => {
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getFollowUpSummaryByDate: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-followup-summary-by-date',
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url: '/crm/statistics-customer/get-follow-up-summary-by-date',
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params
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})
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},
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// 2.2 客户跟进次数分析(按用户)
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getFollowupSummaryByUser: (params: any) => {
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getFollowUpSummaryByUser: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-followup-summary-by-user',
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url: '/crm/statistics-customer/get-follow-up-summary-by-user',
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params
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})
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},
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// 3.1 获取客户跟进方式统计数
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getFollowupSummaryByType: (params: any) => {
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getFollowUpSummaryByType: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-followup-summary-by-type',
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url: '/crm/statistics-customer/get-follow-up-summary-by-type',
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params
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})
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},
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@ -104,6 +104,7 @@ export enum DICT_TYPE {
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USER_TYPE = 'user_type',
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COMMON_STATUS = 'common_status',
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TERMINAL = 'terminal', // 终端
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DATE_INTERVAL = 'date_interval', // 数据间隔
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// ========== SYSTEM 模块 ==========
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SYSTEM_USER_SEX = 'system_user_sex',
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@ -10,11 +10,39 @@
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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="客户名称" align="center" prop="customerName" min-width="200" />
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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
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label="客户名称"
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align="center"
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prop="customerName"
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min-width="200"
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fixed="left"
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/>
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<el-table-column label="合同名称" align="center" prop="contractName" min-width="200" />
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<el-table-column label="合同总金额" align="center" prop="totalPrice" min-width="200" />
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<el-table-column label="回款金额" align="center" 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="center"
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prop="totalPrice"
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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="center"
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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 align="center" label="客户来源" prop="source" width="100">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
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</template>
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</el-table-column>
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<el-table-column align="center" label="客户行业" prop="industryId" width="100">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="scope.row.industryId" />
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</template>
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</el-table-column>
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<el-table-column label="负责人" align="center" prop="ownerUserName" min-width="200" />
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<el-table-column label="创建人" align="center" prop="creatorUserName" min-width="200" />
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<el-table-column
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@ -28,8 +56,9 @@
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label="下单日期"
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align="center"
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prop="orderDate"
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:formatter="dateFormatter2"
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:formatter="dateFormatter"
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min-width="200"
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fixed="right"
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/>
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</el-table>
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</el-card>
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@ -41,7 +70,9 @@ import {
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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 { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
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import { dateFormatter } from '@/utils/formatTime'
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import { erpPriceTableColumnFormatter } from '@/utils'
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import { DICT_TYPE } from '@/utils/dict'
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defineOptions({ name: 'CustomerConversionStat' })
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const props = defineProps<{ queryParams: any }>() // 搜索参数
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@ -97,6 +128,7 @@ const echartsOption = reactive<EChartsOption>({
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const loadData = async () => {
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// 1. 加载统计数据
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loading.value = true
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// TODO @ddhb52:这里调用 StatisticsCustomerApi.getCustomerSummaryByDate 好像不太对???
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const customerCount = await StatisticsCustomerApi.getCustomerSummaryByDate(props.queryParams)
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const contractSummary = await StatisticsCustomerApi.getContractSummary(props.queryParams)
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// 2.1 更新 Echarts 数据
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@ -12,11 +12,11 @@
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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" align="center" prop="ownerUserName" min-width="200" />
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<el-table-column label="跟进次数" align="right" prop="followupRecordCount" min-width="200" />
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<el-table-column label="跟进次数" align="right" prop="followUpRecordCount" min-width="200" />
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<el-table-column
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label="跟进客户数"
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align="right"
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prop="followupCustomerCount"
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prop="followUpCustomerCount"
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min-width="200"
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/>
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</el-table>
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@ -25,8 +25,8 @@
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<script setup lang="ts">
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import {
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StatisticsCustomerApi,
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CrmStatisticsFollowupSummaryByDateRespVO,
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CrmStatisticsFollowupSummaryByUserRespVO
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CrmStatisticsFollowUpSummaryByDateRespVO,
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CrmStatisticsFollowUpSummaryByUserRespVO
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} from '@/api/crm/statistics/customer'
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import { EChartsOption } from 'echarts'
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@ -34,7 +34,7 @@ defineOptions({ name: 'CustomerFollowupSummary' })
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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<CrmStatisticsFollowupSummaryByUserRespVO[]>([]) // 列表的数据
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const list = ref<CrmStatisticsFollowUpSummaryByUserRespVO[]>([]) // 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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@ -89,30 +89,30 @@ const echartsOption = reactive<EChartsOption>({
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const loadData = async () => {
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// 1. 加载统计数据
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loading.value = true
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const followupSummaryByDate = await StatisticsCustomerApi.getFollowupSummaryByDate(
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const followUpSummaryByDate = await StatisticsCustomerApi.getFollowUpSummaryByDate(
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props.queryParams
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)
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const followupSummaryByUser = await StatisticsCustomerApi.getFollowupSummaryByUser(
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const followUpSummaryByUser = await StatisticsCustomerApi.getFollowUpSummaryByUser(
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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'] = followupSummaryByDate.map(
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(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.time
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echartsOption.xAxis['data'] = followUpSummaryByDate.map(
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(s: CrmStatisticsFollowUpSummaryByDateRespVO) => 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'] = followupSummaryByDate.map(
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(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupCustomerCount
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echartsOption.series[0]['data'] = followUpSummaryByDate.map(
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(s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.followUpCustomerCount
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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'] = followupSummaryByDate.map(
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(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupRecordCount
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echartsOption.series[1]['data'] = followUpSummaryByDate.map(
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(s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.followUpRecordCount
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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 = followupSummaryByUser
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list.value = followUpSummaryByUser
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loading.value = false
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}
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defineExpose({ loadData })
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@ -11,8 +11,12 @@
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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="跟进方式" align="center" prop="followupType" min-width="200" />
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<el-table-column label="个数" align="center" prop="followupRecordCount" min-width="200" />
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<el-table-column label="跟进方式" align="center" prop="followUpType" min-width="200">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_FOLLOW_UP_TYPE" :value="scope.row.followUpType" />
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</template>
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</el-table-column>
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<el-table-column label="个数" align="center" prop="followUpRecordCount" min-width="200" />
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<el-table-column label="占比(%)" align="center" prop="portion" min-width="200" />
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</el-table>
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</el-card>
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@ -20,16 +24,17 @@
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<script setup lang="ts">
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import {
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StatisticsCustomerApi,
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CrmStatisticsFollowupSummaryByTypeRespVO
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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 { DICT_TYPE, getDictLabel } from '@/utils/dict'
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defineOptions({ name: 'CustomerFollowupType' })
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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<CrmStatisticsFollowupSummaryByTypeRespVO[]>([]) // 列表的数据
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const list = ref<CrmStatisticsFollowUpSummaryByTypeRespVO[]>([]) // 列表的数据
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/** 饼图配置 */
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const echartsOption = reactive<EChartsOption>({
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@ -71,27 +76,26 @@ const echartsOption = reactive<EChartsOption>({
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const loadData = async () => {
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// 1. 加载统计数据
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loading.value = true
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const followupSummaryByType = await StatisticsCustomerApi.getFollowupSummaryByType(
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const followUpSummaryByType = await StatisticsCustomerApi.getFollowUpSummaryByType(
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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.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
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echartsOption.series[0]['data'] = followupSummaryByType.map(
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(r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
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echartsOption.series[0]['data'] = followUpSummaryByType.map(
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(row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
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return {
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name: r.followupType,
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value: r.followupRecordCount
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name: getDictLabel(DICT_TYPE.CRM_FOLLOW_UP_TYPE, row.followUpType),
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value: row.followUpRecordCount
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}
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}
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)
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}
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// 2.2 更新列表数据
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const totalCount = sumBy(followupSummaryByType, 'followupRecordCount')
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list.value = followupSummaryByType.map((r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
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const totalCount = sumBy(followUpSummaryByType, 'followUpRecordCount')
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list.value = followUpSummaryByType.map((row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
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return {
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followupType: r.followupType,
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followupRecordCount: r.followupRecordCount,
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portion: round((r.followupRecordCount / totalCount) * 100, 2)
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...row,
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portion: round((row.followUpRecordCount / totalCount) * 100, 2)
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}
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})
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loading.value = false
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@ -9,17 +9,7 @@
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:inline="true"
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label-width="68px"
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>
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<el-form-item label="间隔类型" prop="intervalType">
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<el-select v-model="queryParams.intervalType" class="!w-240px" placeholder="间隔类型">
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<el-option
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v-for="(intervalType, index) in DATE_INTERVAL_OPTIONS"
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:label="intervalType.name"
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:value="intervalType.value"
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:key="index"
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/>
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</el-select>
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</el-form-item>
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<el-form-item label="时间范围" prop="orderDate" v-show="queryParams.intervalType === CUSTOMER_INTERVAL">
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<el-form-item label="时间范围" prop="orderDate">
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<el-date-picker
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v-model="queryParams.times"
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:shortcuts="defaultShortcuts"
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@ -31,6 +21,16 @@
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:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
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/>
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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-select v-model="queryParams.interval" class="!w-240px" placeholder="间隔类型">
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.DATE_INTERVAL)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>
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<el-form-item label="归属部门" prop="deptId">
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<el-tree-select
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v-model="queryParams.deptId"
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@ -68,12 +68,12 @@
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<CustomerSummary :query-params="queryParams" ref="customerSummaryRef" />
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</el-tab-pane>
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<!-- 客户跟进次数分析 -->
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<el-tab-pane label="客户跟进次数分析" name="followupSummary" lazy>
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<CustomerFollowupSummary :query-params="queryParams" ref="followupSummaryRef" />
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<el-tab-pane label="客户跟进次数分析" name="followUpSummary" lazy>
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<CustomerFollowUpSummary :query-params="queryParams" ref="followUpSummaryRef" />
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</el-tab-pane>
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<!-- 客户跟进方式分析 -->
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<el-tab-pane label="客户跟进方式分析" name="followupType" lazy>
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<CustomerFollowupType :query-params="queryParams" ref="followupTypeRef" />
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<el-tab-pane label="客户跟进方式分析" name="followUpType" lazy>
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<CustomerFollowUpType :query-params="queryParams" ref="followUpTypeRef" />
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</el-tab-pane>
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<!-- 客户转化率分析 -->
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<el-tab-pane label="客户转化率分析" name="conversionStat" lazy>
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@ -94,16 +94,16 @@ import { useUserStore } from '@/store/modules/user'
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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 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 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 CustomerDealCycle from './components/CustomerDealCycle.vue'
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import { DATE_INTERVAL_OPTIONS, CUSTOMER_INTERVAL } from '@/api/crm/statistics/customer'
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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defineOptions({ name: 'CrmStatisticsCustomer' })
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const queryParams = reactive({
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intervalType: CUSTOMER_INTERVAL,
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interval: 1,
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deptId: useUserStore().getUser.deptId,
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userId: undefined,
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times: [
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@ -116,27 +116,23 @@ const queryParams = reactive({
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const queryFormRef = ref() // 搜索的表单
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const deptList = ref<Tree[]>([]) // 部门树形结构
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const userList = ref<UserApi.UserVO[]>([]) // 全量用户清单
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// 根据选择的部门筛选员工清单
|
||||
|
||||
/** 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)
|
||||
: []
|
||||
)
|
||||
|
||||
// 活跃标签
|
||||
const activeTab = ref('customerSummary')
|
||||
// 1.客户总量分析
|
||||
const customerSummaryRef = ref()
|
||||
// 2.客户跟进次数分析
|
||||
const followupSummaryRef = ref()
|
||||
// 3.客户跟进方式分析
|
||||
const followupTypeRef = ref()
|
||||
// 4.客户转化率分析
|
||||
const conversionStatRef = ref()
|
||||
// 5.公海客户分析
|
||||
//
|
||||
const activeTab = ref('customerSummary') // 活跃标签
|
||||
const customerSummaryRef = ref() // 1. 客户总量分析
|
||||
const followUpSummaryRef = ref() // 2. 客户跟进次数分析
|
||||
const followUpTypeRef = ref() // 3. 客户跟进方式分析
|
||||
const conversionStatRef = ref() // 4. 客户转化率分析
|
||||
// 5. TODO 公海客户分析
|
||||
// 缺 crm_owner_record 表
|
||||
// 6.成交周期分析
|
||||
const dealCycleRef = ref()
|
||||
const dealCycleRef = ref() // 6. 成交周期分析
|
||||
|
||||
/** 搜索按钮操作 */
|
||||
const handleQuery = () => {
|
||||
@ -144,11 +140,11 @@ const handleQuery = () => {
|
||||
case 'customerSummary':
|
||||
customerSummaryRef.value?.loadData?.()
|
||||
break
|
||||
case 'followupSummary':
|
||||
followupSummaryRef.value?.loadData?.()
|
||||
case 'followUpSummary':
|
||||
followUpSummaryRef.value?.loadData?.()
|
||||
break
|
||||
case 'followupType':
|
||||
followupTypeRef.value?.loadData?.()
|
||||
case 'followUpType':
|
||||
followUpTypeRef.value?.loadData?.()
|
||||
break
|
||||
case 'conversionStat':
|
||||
conversionStatRef.value?.loadData?.()
|
||||
@ -159,7 +155,7 @@ const handleQuery = () => {
|
||||
}
|
||||
}
|
||||
|
||||
// 当 activeTab 改变时,刷新当前活动的 tab
|
||||
/** 当 activeTab 改变时,刷新当前活动的 tab */
|
||||
watch(activeTab, () => {
|
||||
handleQuery()
|
||||
})
|
||||
@ -170,7 +166,7 @@ const resetQuery = () => {
|
||||
handleQuery()
|
||||
}
|
||||
|
||||
// 加载部门树
|
||||
/** 初始化 */
|
||||
onMounted(async () => {
|
||||
deptList.value = handleTree(await DeptApi.getSimpleDeptList())
|
||||
userList.value = handleTree(await UserApi.getSimpleUserList())
|
||||
|
Loading…
Reference in New Issue
Block a user