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CRM：优化【客户统计】的代码实现
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6 files changed

+119
-102
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6 files changed

+119
-102
lines changed

‎src/api/crm/statistics/customer.ts

Lines changed: 13 additions & 29 deletions
Original file line numberDiff line numberDiff line change
@@ -14,21 +14,21 @@ export interface CrmStatisticsCustomerSummaryByUserRespVO {
1414
receivablePrice: number
1515
}
1616

17-
export interface CrmStatisticsFollowupSummaryByDateRespVO {
17+
export interface CrmStatisticsFollowUpSummaryByDateRespVO {
1818
time: string
19-
followupRecordCount: number
20-
followupCustomerCount: number
19+
followUpRecordCount: number
20+
followUpCustomerCount: number
2121
}
2222

23-
export interface CrmStatisticsFollowupSummaryByUserRespVO {
23+
export interface CrmStatisticsFollowUpSummaryByUserRespVO {
2424
ownerUserName: string
2525
followupRecordCount: number
2626
followupCustomerCount: number
2727
}
2828

29-
export interface CrmStatisticsFollowupSummaryByTypeRespVO {
30-
followupType: string
31-
followupRecordCount: number
29+
export interface CrmStatisticsFollowUpSummaryByTypeRespVO {
30+
followUpType: string
31+
followUpRecordCount: number
3232
}
3333

3434
export interface CrmStatisticsCustomerContractSummaryRespVO {
@@ -55,22 +55,6 @@ export interface CrmStatisticsCustomerDealCycleByUserRespVO {
5555
customerDealCount: number
5656
}
5757

58-
export const DATE_INTERVAL_OPTIONS = [
59-
{ value: 1, name: '今天' },
60-
{ value: 2, name: '昨天' },
61-
{ value: 3, name: '本周' },
62-
{ value: 4, name: '上周' },
63-
{ value: 5, name: '本月' },
64-
{ value: 6, name: '上月' },
65-
{ value: 7, name: '本季度' },
66-
{ value: 8, name: '上季度' },
67-
{ value: 9, name: '本年' },
68-
{ value: 10, name: '去年' },
69-
{ value: 11, name: '自定义' }
70-
]
71-
72-
export const CUSTOMER_INTERVAL = 11
73-
7458
// 客户分析 API
7559
export const StatisticsCustomerApi = {
7660
// 1.1 客户总量分析(按日期)
@@ -88,23 +72,23 @@ export const StatisticsCustomerApi = {
8872
})
8973
},
9074
// 2.1 客户跟进次数分析(按日期)
91-
getFollowupSummaryByDate: (params: any) => {
75+
getFollowUpSummaryByDate: (params: any) => {
9276
return request.get({
93-
url: '/crm/statistics-customer/get-followup-summary-by-date',
77+
url: '/crm/statistics-customer/get-follow-up-summary-by-date',
9478
params
9579
})
9680
},
9781
// 2.2 客户跟进次数分析(按用户)
98-
getFollowupSummaryByUser: (params: any) => {
82+
getFollowUpSummaryByUser: (params: any) => {
9983
return request.get({
100-
url: '/crm/statistics-customer/get-followup-summary-by-user',
84+
url: '/crm/statistics-customer/get-follow-up-summary-by-user',
10185
params
10286
})
10387
},
10488
// 3.1 获取客户跟进方式统计数
105-
getFollowupSummaryByType: (params: any) => {
89+
getFollowUpSummaryByType: (params: any) => {
10690
return request.get({
107-
url: '/crm/statistics-customer/get-followup-summary-by-type',
91+
url: '/crm/statistics-customer/get-follow-up-summary-by-type',
10892
params
10993
})
11094
},

‎src/utils/dict.ts

Lines changed: 1 addition & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -104,6 +104,7 @@ export enum DICT_TYPE {
104104
USER_TYPE = 'user_type',
105105
COMMON_STATUS = 'common_status',
106106
TERMINAL = 'terminal', // 终端
107+
DATE_INTERVAL = 'date_interval', // 数据间隔
107108

108109
// ========== SYSTEM 模块 ==========
109110
SYSTEM_USER_SEX = 'system_user_sex',

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

Lines changed: 38 additions & 6 deletions
Original file line numberDiff line numberDiff line change
@@ -10,11 +10,39 @@
1010
<!-- 统计列表 -->
1111
<el-card shadow="never" class="mt-16px">
1212
<el-table v-loading="loading" :data="list">
13-
<el-table-column label="序号" align="center" type="index" width="80" />
14-
<el-table-column label="客户名称" align="center" prop="customerName" min-width="200" />
13+
<el-table-column label="序号" align="center" type="index" width="80" fixed="left" />
14+
<el-table-column
15+
label="客户名称"
16+
align="center"
17+
prop="customerName"
18+
min-width="200"
19+
fixed="left"
20+
/>
1521
<el-table-column label="合同名称" align="center" prop="contractName" min-width="200" />
16-
<el-table-column label="合同总金额" align="center" prop="totalPrice" min-width="200" />
17-
<el-table-column label="回款金额" align="center" prop="receivablePrice" min-width="200" />
22+
<el-table-column
23+
label="合同总金额"
24+
align="center"
25+
prop="totalPrice"
26+
min-width="200"
27+
:formatter="erpPriceTableColumnFormatter"
28+
/>
29+
<el-table-column
30+
label="回款金额"
31+
align="center"
32+
prop="receivablePrice"
33+
min-width="200"
34+
:formatter="erpPriceTableColumnFormatter"
35+
/>
36+
<el-table-column align="center" label="客户来源" prop="source" width="100">
37+
<template #default="scope">
38+
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
39+
</template>
40+
</el-table-column>
41+
<el-table-column align="center" label="客户行业" prop="industryId" width="100">
42+
<template #default="scope">
43+
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="scope.row.industryId" />
44+
</template>
45+
</el-table-column>
1846
<el-table-column label="负责人" align="center" prop="ownerUserName" min-width="200" />
1947
<el-table-column label="创建人" align="center" prop="creatorUserName" min-width="200" />
2048
<el-table-column
@@ -28,8 +56,9 @@
2856
label="下单日期"
2957
align="center"
3058
prop="orderDate"
31-
:formatter="dateFormatter2"
59+
:formatter="dateFormatter"
3260
min-width="200"
61+
fixed="right"
3362
/>
3463
</el-table>
3564
</el-card>
@@ -41,7 +70,9 @@ import {
4170
} from '@/api/crm/statistics/customer'
4271
import { EChartsOption } from 'echarts'
4372
import { round } from 'lodash-es'
44-
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
73+
import { dateFormatter } from '@/utils/formatTime'
74+
import { erpPriceTableColumnFormatter } from '@/utils'
75+
import { DICT_TYPE } from '@/utils/dict'
4576
4677
defineOptions({ name: 'CustomerConversionStat' })
4778
const props = defineProps<{ queryParams: any }>() // 搜索参数
@@ -97,6 +128,7 @@ const echartsOption = reactive<EChartsOption>({
97128
const loadData = async () => {
98129
// 1. 加载统计数据
99130
loading.value = true
131+
// TODO @ddhb52：这里调用 StatisticsCustomerApi.getCustomerSummaryByDate 好像不太对？？？
100132
const customerCount = await StatisticsCustomerApi.getCustomerSummaryByDate(props.queryParams)
101133
const contractSummary = await StatisticsCustomerApi.getContractSummary(props.queryParams)
102134
// 2.1 更新 Echarts 数据

‎src/views/crm/statistics/customer/components/CustomerFollowupSummary.vue renamed to ‎src/views/crm/statistics/customer/components/CustomerFollowUpSummary.vue

Lines changed: 14 additions & 14 deletions
Original file line numberDiff line numberDiff line change
@@ -12,11 +12,11 @@
1212
<el-table v-loading="loading" :data="list">
1313
<el-table-column label="序号" align="center" type="index" width="80" />
1414
<el-table-column label="员工姓名" align="center" prop="ownerUserName" min-width="200" />
15-
<el-table-column label="跟进次数" align="right" prop="followupRecordCount" min-width="200" />
15+
<el-table-column label="跟进次数" align="right" prop="followUpRecordCount" min-width="200" />
1616
<el-table-column
1717
label="跟进客户数"
1818
align="right"
19-
prop="followupCustomerCount"
19+
prop="followUpCustomerCount"
2020
min-width="200"
2121
/>
2222
</el-table>
@@ -25,16 +25,16 @@
2525
<script setup lang="ts">
2626
import {
2727
StatisticsCustomerApi,
28-
CrmStatisticsFollowupSummaryByDateRespVO,
29-
CrmStatisticsFollowupSummaryByUserRespVO
28+
CrmStatisticsFollowUpSummaryByDateRespVO,
29+
CrmStatisticsFollowUpSummaryByUserRespVO
3030
} from '@/api/crm/statistics/customer'
3131
import { EChartsOption } from 'echarts'
3232
3333
defineOptions({ name: 'CustomerFollowupSummary' })
3434
const props = defineProps<{ queryParams: any }>() // 搜索参数
3535
3636
const loading = ref(false) // 加载中
37-
const list = ref<CrmStatisticsFollowupSummaryByUserRespVO[]>([]) // 列表的数据
37+
const list = ref<CrmStatisticsFollowUpSummaryByUserRespVO[]>([]) // 列表的数据
3838
3939
/** 柱状图配置：纵向 */
4040
const echartsOption = reactive<EChartsOption>({
@@ -89,30 +89,30 @@ const echartsOption = reactive<EChartsOption>({
8989
const loadData = async () => {
9090
// 1. 加载统计数据
9191
loading.value = true
92-
const followupSummaryByDate = await StatisticsCustomerApi.getFollowupSummaryByDate(
92+
const followUpSummaryByDate = await StatisticsCustomerApi.getFollowUpSummaryByDate(
9393
props.queryParams
9494
)
95-
const followupSummaryByUser = await StatisticsCustomerApi.getFollowupSummaryByUser(
95+
const followUpSummaryByUser = await StatisticsCustomerApi.getFollowUpSummaryByUser(
9696
props.queryParams
9797
)
9898
// 2.1 更新 Echarts 数据
9999
if (echartsOption.xAxis && echartsOption.xAxis['data']) {
100-
echartsOption.xAxis['data'] = followupSummaryByDate.map(
101-
(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.time
100+
echartsOption.xAxis['data'] = followUpSummaryByDate.map(
101+
(s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.time
102102
)
103103
}
104104
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
105-
echartsOption.series[0]['data'] = followupSummaryByDate.map(
106-
(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupCustomerCount
105+
echartsOption.series[0]['data'] = followUpSummaryByDate.map(
106+
(s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.followUpCustomerCount
107107
)
108108
}
109109
if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
110-
echartsOption.series[1]['data'] = followupSummaryByDate.map(
111-
(s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupRecordCount
110+
echartsOption.series[1]['data'] = followUpSummaryByDate.map(
111+
(s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.followUpRecordCount
112112
)
113113
}
114114
// 2.2 更新列表数据
115-
list.value = followupSummaryByUser
115+
list.value = followUpSummaryByUser
116116
loading.value = false
117117
}
118118
defineExpose({ loadData })

‎src/views/crm/statistics/customer/components/CustomerFollowupType.vue renamed to ‎src/views/crm/statistics/customer/components/CustomerFollowUpType.vue

Lines changed: 18 additions & 14 deletions
Original file line numberDiff line numberDiff line change
@@ -11,25 +11,30 @@
1111
<el-card shadow="never" class="mt-16px">
1212
<el-table v-loading="loading" :data="list">
1313
<el-table-column label="序号" align="center" type="index" width="80" />
14-
<el-table-column label="跟进方式" align="center" prop="followupType" min-width="200" />
15-
<el-table-column label="个数" align="center" prop="followupRecordCount" min-width="200" />
14+
<el-table-column label="跟进方式" align="center" prop="followUpType" min-width="200">
15+
<template #default="scope">
16+
<dict-tag :type="DICT_TYPE.CRM_FOLLOW_UP_TYPE" :value="scope.row.followUpType" />
17+
</template>
18+
</el-table-column>
19+
<el-table-column label="个数" align="center" prop="followUpRecordCount" min-width="200" />
1620
<el-table-column label="占比(%)" align="center" prop="portion" min-width="200" />
1721
</el-table>
1822
</el-card>
1923
</template>
2024
<script setup lang="ts">
2125
import {
2226
StatisticsCustomerApi,
23-
CrmStatisticsFollowupSummaryByTypeRespVO
27+
CrmStatisticsFollowUpSummaryByTypeRespVO
2428
} from '@/api/crm/statistics/customer'
2529
import { EChartsOption } from 'echarts'
2630
import { round, sumBy } from 'lodash-es'
31+
import { DICT_TYPE, getDictLabel } from '@/utils/dict'
2732
2833
defineOptions({ name: 'CustomerFollowupType' })
2934
const props = defineProps<{ queryParams: any }>() // 搜索参数
3035
3136
const loading = ref(false) // 加载中
32-
const list = ref<CrmStatisticsFollowupSummaryByTypeRespVO[]>([]) // 列表的数据
37+
const list = ref<CrmStatisticsFollowUpSummaryByTypeRespVO[]>([]) // 列表的数据
3338
3439
/** 饼图配置 */
3540
const echartsOption = reactive<EChartsOption>({
@@ -71,27 +76,26 @@ const echartsOption = reactive<EChartsOption>({
7176
const loadData = async () => {
7277
// 1. 加载统计数据
7378
loading.value = true
74-
const followupSummaryByType = await StatisticsCustomerApi.getFollowupSummaryByType(
79+
const followUpSummaryByType = await StatisticsCustomerApi.getFollowUpSummaryByType(
7580
props.queryParams
7681
)
7782
// 2.1 更新 Echarts 数据
7883
if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
79-
echartsOption.series[0]['data'] = followupSummaryByType.map(
80-
(r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
84+
echartsOption.series[0]['data'] = followUpSummaryByType.map(
85+
(row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
8186
return {
82-
name: r.followupType,
83-
value: r.followupRecordCount
87+
name: getDictLabel(DICT_TYPE.CRM_FOLLOW_UP_TYPE, row.followUpType),
88+
value: row.followUpRecordCount
8489
}
8590
}
8691
)
8792
}
8893
// 2.2 更新列表数据
89-
const totalCount = sumBy(followupSummaryByType, 'followupRecordCount')
90-
list.value = followupSummaryByType.map((r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
94+
const totalCount = sumBy(followUpSummaryByType, 'followUpRecordCount')
95+
list.value = followUpSummaryByType.map((row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
9196
return {
92-
followupType: r.followupType,
93-
followupRecordCount: r.followupRecordCount,
94-
portion: round((r.followupRecordCount / totalCount) * 100, 2)
97+
...row,
98+
portion: round((row.followUpRecordCount / totalCount) * 100, 2)
9599
}
96100
})
97101
loading.value = false

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