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feat: CRM/数据统计/客户总量分析
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‎src/api/crm/statistics/customer.ts

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import request from '@/config/axios'
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export interface StatisticsCustomerRespVO {
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count: number
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category: string
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}
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// 客户总量分析 API
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export const StatisticsCustomerApi = {
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// 客户总量(新建)
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getTotalCustomerCount: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-total-customer-count',
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params
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})
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},
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// 客户总量(成交)
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getDealTotalCustomerCount: (params: any) => {
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return request.get({
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url: '/crm/statistics-customer/get-deal-total-customer-count',
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params
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})
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},
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}

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

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<!-- 客户总量分析 -->
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<template>
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<!-- 柱状图 -->
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<el-card shadow="never">
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<el-skeleton :loading="loading" animated>
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<Echart :height="500" :options="echartsOption" />
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</el-skeleton>
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</el-card>
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<!-- 统计列表 -->
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<el-card shadow="never" class="mt-16px">
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<el-table v-loading="loading" :data="list">
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<el-table-column label="序号" align="center" type="index" width="80" />
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<el-table-column label="日期" align="center" prop="category" min-width="200" />
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<el-table-column label="新增客户数" align="center" prop="customerCount" min-width="200" />
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<el-table-column label="成交客户数" align="center" prop="dealCustomerCount" min-width="200" />
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</el-table>
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</el-card>
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</template>
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<script setup lang="ts">
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import { StatisticsCustomerApi, StatisticsCustomerRespVO } from '@/api/crm/statistics/customer'
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import { EChartsOption } from 'echarts'
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import { clone } from 'lodash-es'
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defineOptions({ name: 'TotalCustomerCount' })
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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<StatisticsCustomerRespVO[]>([]) // 列表的数据
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/** 柱状图配置：纵向 */
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const echartsOption = reactive<EChartsOption>({
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grid: {
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left: 20,
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right: 20,
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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: '新增客户数',
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type: 'bar',
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data: []
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},
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{
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name: '成交客户数',
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type: 'bar',
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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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type: 'value',
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name: '数量（个）'
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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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/** 获取统计数据 */
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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 customerCount = await StatisticsCustomerApi.getTotalCustomerCount(props.queryParams)
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const dealCustomerCount = await StatisticsCustomerApi.getDealTotalCustomerCount(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'] = clone(customerCount.map(s => s['category']))
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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'] = clone(customerCount.map(s => s['count']))
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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'] = clone(dealCustomerCount.map(s => s['count']))
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}
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// 2.2 更新列表数据
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const tableData = customerCount.map((item, index) => {
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return {
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category: item['category'],
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customerCount: item['count'],
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dealCustomerCount: dealCustomerCount[index]['count'],
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}
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})
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list.value = tableData
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loading.value = false
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}
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defineExpose({ loadData })
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/** 初始化 */
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onMounted(() => {
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loadData()
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})
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</script>

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

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<!-- 数据统计 - 员工客户分析 -->
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<template>
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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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label-width="68px"
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>
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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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class="!w-240px"
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end-placeholder="结束日期"
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start-placeholder="开始日期"
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type="daterange"
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value-format="YYYY-MM-DD HH:mm:ss"
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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="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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:data="deptList"
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:props="defaultProps"
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check-strictly
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node-key="id"
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placeholder="请选择归属部门"
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@change="queryParams.userId = undefined"
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/>
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</el-form-item>
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<el-form-item label="员工" prop="userId">
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<el-select v-model="queryParams.userId" class="!w-240px" placeholder="员工" clearable>
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<el-option
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v-for="(user, index) in userListByDeptId"
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:label="user.nickname"
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:value="user.id"
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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>
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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-form-item>
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</el-form>
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</ContentWrap>
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<!-- 排行数据 -->
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<el-col>
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<el-tabs v-model="activeTab">
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<!-- 客户总量分析 -->
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<el-tab-pane label="客户总量分析" name="totalCustomerCount" lazy>
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<TotalCustomerCount :query-params="queryParams" ref="totalCustomerCountRef" />
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</el-tab-pane>
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</el-tabs>
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</el-col>
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</template>
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<script lang="ts" setup>
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import * as DeptApi from '@/api/system/dept'
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import * as UserApi from '@/api/system/user'
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import { 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 TotalCustomerCount from './components/TotalCustomerCount.vue'
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defineOptions({ name: 'CrmStatisticsCustomer' })
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const queryParams = reactive({
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deptId: useUserStore().getUser.deptId,
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userId: undefined,
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times: [
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// 默认显示最近一周的数据
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formatDate(beginOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24 * 7))),
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formatDate(endOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24)))
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]
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})
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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
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const userListByDeptId = computed(() =>
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queryParams.deptId ? userList.value.filter((u) => u.deptId === queryParams.deptId) : []
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)
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// 活跃标签
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const activeTab = ref('totalCustomerCount')
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// 1.客户总量分析
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const totalCustomerCountRef = ref()
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// 2.客户跟进次数分析
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// 3.客户跟进方式分析
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// 4.客户转化率分析
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// 5.公海客户分析
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// 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 'totalCustomerCount':
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totalCustomerCountRef.value?.loadData?.()
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break
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}
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}
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// 当 activeTab 改变时，刷新当前活动的 tab
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watch(activeTab, () => {
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handleQuery()
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})
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/** 重置按钮操作 */
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const resetQuery = () => {
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queryFormRef.value.resetFields()
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handleQuery()
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}
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// 加载部门树
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onMounted(async () => {
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deptList.value = handleTree(await DeptApi.getSimpleDeptList())
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userList.value = handleTree(await UserApi.getSimpleUserList())
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})
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</script>

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