CRM：优化【客户统计】的代码实现

src/api/crm/statistics/customer.ts

@@ -14,21 +14,21 @@ export interface CrmStatisticsCustomerSummaryByUserRespVO {
   receivablePrice: number
 }
 
-export interface CrmStatisticsFollowupSummaryByDateRespVO {
+export interface CrmStatisticsFollowUpSummaryByDateRespVO {
   time: string
-  followupRecordCount: number
+  followUpRecordCount: number
-  followupCustomerCount: number
+  followUpCustomerCount: number
 }
 
-export interface CrmStatisticsFollowupSummaryByUserRespVO {
+export interface CrmStatisticsFollowUpSummaryByUserRespVO {
   ownerUserName: string
   followupRecordCount: number
   followupCustomerCount: number
 }
 
-export interface CrmStatisticsFollowupSummaryByTypeRespVO {
+export interface CrmStatisticsFollowUpSummaryByTypeRespVO {
-  followupType: string
+  followUpType: string
-  followupRecordCount: number
+  followUpRecordCount: number
 }
 
 export interface CrmStatisticsCustomerContractSummaryRespVO {
@@ -55,22 +55,6 @@ export interface CrmStatisticsCustomerDealCycleByUserRespVO {
   customerDealCount: number
 }
 
-export const DATE_INTERVAL_OPTIONS = [
-  { value: 1, name: '今天' },
-  { value: 2, name: '昨天' },
-  { value: 3, name: '本周' },
-  { value: 4, name: '上周' },
-  { value: 5, name: '本月' },
-  { value: 6, name: '上月' },
-  { value: 7, name: '本季度' },
-  { value: 8, name: '上季度' },
-  { value: 9, name: '本年' },
-  { value: 10, name: '去年' },
-  { value: 11, name: '自定义' }
-]
-
-export const CUSTOMER_INTERVAL = 11
-
 // 客户分析 API
 export const StatisticsCustomerApi = {
   // 1.1 客户总量分析(按日期)
@@ -88,23 +72,23 @@ export const StatisticsCustomerApi = {
     })
   },
   // 2.1 客户跟进次数分析(按日期)
-  getFollowupSummaryByDate: (params: any) => {
+  getFollowUpSummaryByDate: (params: any) => {
     return request.get({
-      url: '/crm/statistics-customer/get-followup-summary-by-date',
+      url: '/crm/statistics-customer/get-follow-up-summary-by-date',
       params
     })
   },
   // 2.2 客户跟进次数分析(按用户)
-  getFollowupSummaryByUser: (params: any) => {
+  getFollowUpSummaryByUser: (params: any) => {
     return request.get({
-      url: '/crm/statistics-customer/get-followup-summary-by-user',
+      url: '/crm/statistics-customer/get-follow-up-summary-by-user',
       params
     })
   },
   // 3.1 获取客户跟进方式统计数
-  getFollowupSummaryByType: (params: any) => {
+  getFollowUpSummaryByType: (params: any) => {
     return request.get({
-      url: '/crm/statistics-customer/get-followup-summary-by-type',
+      url: '/crm/statistics-customer/get-follow-up-summary-by-type',
       params
     })
   },

src/utils/dict.ts

@@ -104,6 +104,7 @@ export enum DICT_TYPE {
   USER_TYPE = 'user_type',
   COMMON_STATUS = 'common_status',
   TERMINAL = 'terminal', // 终端
+  DATE_INTERVAL = 'date_interval', // 数据间隔
 
   // ========== SYSTEM 模块 ==========
   SYSTEM_USER_SEX = 'system_user_sex',

src/views/crm/statistics/customer/components/CustomerConversionStat.vue

@@ -10,11 +10,39 @@
   <!-- 统计列表 -->
   <el-card shadow="never" class="mt-16px">
     <el-table v-loading="loading" :data="list">
-      <el-table-column label="序号" align="center" type="index" width="80" />
+      <el-table-column label="序号" align="center" type="index" width="80" fixed="left" />
-      <el-table-column label="客户名称" align="center" prop="customerName" min-width="200" />
+      <el-table-column
+        label="客户名称"
+        align="center"
+        prop="customerName"
+        min-width="200"
+        fixed="left"
+      />
       <el-table-column label="合同名称" align="center" prop="contractName" min-width="200" />
-      <el-table-column label="合同总金额" align="center" prop="totalPrice" min-width="200" />
+      <el-table-column
-      <el-table-column label="回款金额" align="center" prop="receivablePrice" min-width="200" />
+        label="合同总金额"
+        align="center"
+        prop="totalPrice"
+        min-width="200"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column
+        label="回款金额"
+        align="center"
+        prop="receivablePrice"
+        min-width="200"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column align="center" label="客户来源" prop="source" width="100">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="客户行业" prop="industryId" width="100">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="scope.row.industryId" />
+        </template>
+      </el-table-column>
       <el-table-column label="负责人" align="center" prop="ownerUserName" min-width="200" />
       <el-table-column label="创建人" align="center" prop="creatorUserName" min-width="200" />
       <el-table-column
@@ -28,8 +56,9 @@
         label="下单日期"
         align="center"
         prop="orderDate"
-        :formatter="dateFormatter2"
+        :formatter="dateFormatter"
         min-width="200"
+        fixed="right"
       />
     </el-table>
   </el-card>
@@ -41,7 +70,9 @@ import {
 } from '@/api/crm/statistics/customer'
 import { EChartsOption } from 'echarts'
 import { round } from 'lodash-es'
-import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import { dateFormatter } from '@/utils/formatTime'
+import { erpPriceTableColumnFormatter } from '@/utils'
+import { DICT_TYPE } from '@/utils/dict'
 
 defineOptions({ name: 'CustomerConversionStat' })
 const props = defineProps<{ queryParams: any }>() // 搜索参数
@@ -97,6 +128,7 @@ const echartsOption = reactive<EChartsOption>({
 const loadData = async () => {
   // 1. 加载统计数据
   loading.value = true
+  // TODO @ddhb52：这里调用 StatisticsCustomerApi.getCustomerSummaryByDate 好像不太对？？？
   const customerCount = await StatisticsCustomerApi.getCustomerSummaryByDate(props.queryParams)
   const contractSummary = await StatisticsCustomerApi.getContractSummary(props.queryParams)
   // 2.1 更新 Echarts 数据

src/views/crm/statistics/customer/components/CustomerFollowUpSummary.vue

@@ -12,11 +12,11 @@
     <el-table v-loading="loading" :data="list">
       <el-table-column label="序号" align="center" type="index" width="80" />
       <el-table-column label="员工姓名" align="center" prop="ownerUserName" min-width="200" />
-      <el-table-column label="跟进次数" align="right" prop="followupRecordCount" min-width="200" />
+      <el-table-column label="跟进次数" align="right" prop="followUpRecordCount" min-width="200" />
       <el-table-column
         label="跟进客户数"
         align="right"
-        prop="followupCustomerCount"
+        prop="followUpCustomerCount"
         min-width="200"
       />
     </el-table>
@@ -25,8 +25,8 @@
 <script setup lang="ts">
 import {
   StatisticsCustomerApi,
-  CrmStatisticsFollowupSummaryByDateRespVO,
+  CrmStatisticsFollowUpSummaryByDateRespVO,
-  CrmStatisticsFollowupSummaryByUserRespVO
+  CrmStatisticsFollowUpSummaryByUserRespVO
 } from '@/api/crm/statistics/customer'
 import { EChartsOption } from 'echarts'
 
@@ -34,7 +34,7 @@ defineOptions({ name: 'CustomerFollowupSummary' })
 const props = defineProps<{ queryParams: any }>() // 搜索参数
 
 const loading = ref(false) // 加载中
-const list = ref<CrmStatisticsFollowupSummaryByUserRespVO[]>([]) // 列表的数据
+const list = ref<CrmStatisticsFollowUpSummaryByUserRespVO[]>([]) // 列表的数据
 
 /** 柱状图配置：纵向 */
 const echartsOption = reactive<EChartsOption>({
@@ -89,30 +89,30 @@ const echartsOption = reactive<EChartsOption>({
 const loadData = async () => {
   // 1. 加载统计数据
   loading.value = true
-  const followupSummaryByDate = await StatisticsCustomerApi.getFollowupSummaryByDate(
+  const followUpSummaryByDate = await StatisticsCustomerApi.getFollowUpSummaryByDate(
     props.queryParams
   )
-  const followupSummaryByUser = await StatisticsCustomerApi.getFollowupSummaryByUser(
+  const followUpSummaryByUser = await StatisticsCustomerApi.getFollowUpSummaryByUser(
     props.queryParams
   )
   // 2.1 更新 Echarts 数据
   if (echartsOption.xAxis && echartsOption.xAxis['data']) {
-    echartsOption.xAxis['data'] = followupSummaryByDate.map(
+    echartsOption.xAxis['data'] = followUpSummaryByDate.map(
-      (s: CrmStatisticsFollowupSummaryByDateRespVO) => s.time
+      (s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.time
     )
   }
   if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
-    echartsOption.series[0]['data'] = followupSummaryByDate.map(
+    echartsOption.series[0]['data'] = followUpSummaryByDate.map(
-      (s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupCustomerCount
+      (s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.followUpCustomerCount
     )
   }
   if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
-    echartsOption.series[1]['data'] = followupSummaryByDate.map(
+    echartsOption.series[1]['data'] = followUpSummaryByDate.map(
-      (s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupRecordCount
+      (s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.followUpRecordCount
     )
   }
   // 2.2 更新列表数据
-  list.value = followupSummaryByUser
+  list.value = followUpSummaryByUser
   loading.value = false
 }
 defineExpose({ loadData })

src/views/crm/statistics/customer/components/CustomerFollowUpType.vue

@@ -11,8 +11,12 @@
   <el-card shadow="never" class="mt-16px">
     <el-table v-loading="loading" :data="list">
       <el-table-column label="序号" align="center" type="index" width="80" />
-      <el-table-column label="跟进方式" align="center" prop="followupType" min-width="200" />
+      <el-table-column label="跟进方式" align="center" prop="followUpType" min-width="200">
-      <el-table-column label="个数" align="center" prop="followupRecordCount" min-width="200" />
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_FOLLOW_UP_TYPE" :value="scope.row.followUpType" />
+        </template>
+      </el-table-column>
+      <el-table-column label="个数" align="center" prop="followUpRecordCount" min-width="200" />
       <el-table-column label="占比(%)" align="center" prop="portion" min-width="200" />
     </el-table>
   </el-card>
@@ -20,16 +24,17 @@
 <script setup lang="ts">
 import {
   StatisticsCustomerApi,
-  CrmStatisticsFollowupSummaryByTypeRespVO
+  CrmStatisticsFollowUpSummaryByTypeRespVO
 } from '@/api/crm/statistics/customer'
 import { EChartsOption } from 'echarts'
 import { round, sumBy } from 'lodash-es'
+import { DICT_TYPE, getDictLabel } from '@/utils/dict'
 
 defineOptions({ name: 'CustomerFollowupType' })
 const props = defineProps<{ queryParams: any }>() // 搜索参数
 
 const loading = ref(false) // 加载中
-const list = ref<CrmStatisticsFollowupSummaryByTypeRespVO[]>([]) // 列表的数据
+const list = ref<CrmStatisticsFollowUpSummaryByTypeRespVO[]>([]) // 列表的数据
 
 /** 饼图配置 */
 const echartsOption = reactive<EChartsOption>({
@@ -71,27 +76,26 @@ const echartsOption = reactive<EChartsOption>({
 const loadData = async () => {
   // 1. 加载统计数据
   loading.value = true
-  const followupSummaryByType = await StatisticsCustomerApi.getFollowupSummaryByType(
+  const followUpSummaryByType = await StatisticsCustomerApi.getFollowUpSummaryByType(
     props.queryParams
   )
   // 2.1 更新 Echarts 数据
   if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
-    echartsOption.series[0]['data'] = followupSummaryByType.map(
+    echartsOption.series[0]['data'] = followUpSummaryByType.map(
-      (r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
+      (row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
         return {
-          name: r.followupType,
+          name: getDictLabel(DICT_TYPE.CRM_FOLLOW_UP_TYPE, row.followUpType),
-          value: r.followupRecordCount
+          value: row.followUpRecordCount
         }
       }
     )
   }
   // 2.2 更新列表数据
-  const totalCount = sumBy(followupSummaryByType, 'followupRecordCount')
+  const totalCount = sumBy(followUpSummaryByType, 'followUpRecordCount')
-  list.value = followupSummaryByType.map((r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
+  list.value = followUpSummaryByType.map((row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
     return {
-      followupType: r.followupType,
+      ...row,
-      followupRecordCount: r.followupRecordCount,
+      portion: round((row.followUpRecordCount / totalCount) * 100, 2)
-      portion: round((r.followupRecordCount / totalCount) * 100, 2)
     }
   })
   loading.value = false

src/views/crm/statistics/customer/index.vue

@@ -9,17 +9,7 @@
       :inline="true"
       label-width="68px"
     >
-      <el-form-item label="间隔类型" prop="intervalType">
+      <el-form-item label="时间范围" prop="orderDate">
-        <el-select v-model="queryParams.intervalType" class="!w-240px" placeholder="间隔类型">
-          <el-option
-            v-for="(intervalType, index) in DATE_INTERVAL_OPTIONS"
-            :label="intervalType.name"
-            :value="intervalType.value"
-            :key="index"
-          />
-        </el-select>
-      </el-form-item>
-      <el-form-item label="时间范围" prop="orderDate" v-show="queryParams.intervalType === CUSTOMER_INTERVAL">
         <el-date-picker
           v-model="queryParams.times"
           :shortcuts="defaultShortcuts"
@@ -31,6 +21,16 @@
           :default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
         />
       </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">
+          <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"
@@ -68,12 +68,12 @@
         <CustomerSummary :query-params="queryParams" ref="customerSummaryRef" />
       </el-tab-pane>
       <!-- 客户跟进次数分析 -->
-      <el-tab-pane label="客户跟进次数分析" name="followupSummary" lazy>
+      <el-tab-pane label="客户跟进次数分析" name="followUpSummary" lazy>
-        <CustomerFollowupSummary :query-params="queryParams" ref="followupSummaryRef" />
+        <CustomerFollowUpSummary :query-params="queryParams" ref="followUpSummaryRef" />
       </el-tab-pane>
       <!-- 客户跟进方式分析 -->
-      <el-tab-pane label="客户跟进方式分析" name="followupType" lazy>
+      <el-tab-pane label="客户跟进方式分析" name="followUpType" lazy>
-        <CustomerFollowupType :query-params="queryParams" ref="followupTypeRef" />
+        <CustomerFollowUpType :query-params="queryParams" ref="followUpTypeRef" />
       </el-tab-pane>
       <!-- 客户转化率分析 -->
       <el-tab-pane label="客户转化率分析" name="conversionStat" lazy>
@@ -94,16 +94,16 @@ import { useUserStore } from '@/store/modules/user'
 import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
 import { defaultProps, handleTree } from '@/utils/tree'
 import CustomerSummary from './components/CustomerSummary.vue'
-import CustomerFollowupSummary from './components/CustomerFollowupSummary.vue'
+import CustomerFollowUpSummary from './components/CustomerFollowUpSummary.vue'
-import CustomerFollowupType from './components/CustomerFollowupType.vue'
+import CustomerFollowUpType from './components/CustomerFollowUpType.vue'
 import CustomerConversionStat from './components/CustomerConversionStat.vue'
 import CustomerDealCycle from './components/CustomerDealCycle.vue'
-import { DATE_INTERVAL_OPTIONS, CUSTOMER_INTERVAL } from '@/api/crm/statistics/customer'
+import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 
 defineOptions({ name: 'CrmStatisticsCustomer' })
 
 const queryParams = reactive({
-  intervalType: CUSTOMER_INTERVAL,
+  interval: 1,
   deptId: useUserStore().getUser.deptId,
   userId: undefined,
   times: [
@@ -116,27 +116,23 @@ const queryParams = reactive({
 const queryFormRef = ref() // 搜索的表单
 const deptList = ref<Tree[]>([]) // 部门树形结构
 const userList = ref<UserApi.UserVO[]>([]) // 全量用户清单
-// 根据选择的部门筛选员工清单
+
+/** 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')
+const activeTab = ref('customerSummary') // 活跃标签
-// 1.客户总量分析
+const customerSummaryRef = ref() // 1. 客户总量分析
-const customerSummaryRef = ref()
+const followUpSummaryRef = ref() // 2. 客户跟进次数分析
-// 2.客户跟进次数分析
+const followUpTypeRef = ref() // 3. 客户跟进方式分析
-const followupSummaryRef = ref()
+const conversionStatRef = ref() // 4. 客户转化率分析
-// 3.客户跟进方式分析
+// 5. TODO 公海客户分析
-const followupTypeRef = ref()
-// 4.客户转化率分析
-const conversionStatRef = ref()
-// 5.公海客户分析
 // 缺 crm_owner_record 表
-// 6.成交周期分析
+const dealCycleRef = ref() // 6. 成交周期分析
-const dealCycleRef = ref()
 
 /** 搜索按钮操作 */
 const handleQuery = () => {
@@ -144,11 +140,11 @@ const handleQuery = () => {
     case 'customerSummary':
       customerSummaryRef.value?.loadData?.()
       break
-    case 'followupSummary':
+    case 'followUpSummary':
-      followupSummaryRef.value?.loadData?.()
+      followUpSummaryRef.value?.loadData?.()
       break
-    case 'followupType':
+    case 'followUpType':
-      followupTypeRef.value?.loadData?.()
+      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())