feat: crm summary

apps/web-antd/src/api/crm/statistics/customer.ts

@@ -1,5 +1,3 @@
-import type { PageParam } from '@vben/request';
-
 import { requestClient } from '#/api/request';
 
 export namespace CrmStatisticsCustomerApi {
@@ -93,10 +91,19 @@ export namespace CrmStatisticsCustomerApi {
     customerDealCycle: number;
     customerDealCount: number;
   }
+
+  export interface CustomerSummaryParams {
+    times: string[];
+    interval: number;
+    deptId: number;
+    userId: number;
+  }
 }
 
 /** 客户总量分析(按日期) */
-export function getCustomerSummaryByDate(params: PageParam) {
+export function getCustomerSummaryByDate(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.CustomerSummaryByDate[]>(
     '/crm/statistics-customer/get-customer-summary-by-date',
     { params },
@@ -104,7 +111,9 @@ export function getCustomerSummaryByDate(params: PageParam) {
 }
 
 /** 客户总量分析(按用户) */
-export function getCustomerSummaryByUser(params: PageParam) {
+export function getCustomerSummaryByUser(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.CustomerSummaryByUser[]>(
     '/crm/statistics-customer/get-customer-summary-by-user',
     { params },
@@ -112,7 +121,9 @@ export function getCustomerSummaryByUser(params: PageParam) {
 }
 
 /** 客户跟进次数分析(按日期) */
-export function getFollowUpSummaryByDate(params: PageParam) {
+export function getFollowUpSummaryByDate(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.FollowUpSummaryByDate[]>(
     '/crm/statistics-customer/get-follow-up-summary-by-date',
     { params },
@@ -120,7 +131,9 @@ export function getFollowUpSummaryByDate(params: PageParam) {
 }
 
 /** 客户跟进次数分析(按用户) */
-export function getFollowUpSummaryByUser(params: PageParam) {
+export function getFollowUpSummaryByUser(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.FollowUpSummaryByUser[]>(
     '/crm/statistics-customer/get-follow-up-summary-by-user',
     { params },
@@ -128,7 +141,9 @@ export function getFollowUpSummaryByUser(params: PageParam) {
 }
 
 /** 获取客户跟进方式统计数 */
-export function getFollowUpSummaryByType(params: PageParam) {
+export function getFollowUpSummaryByType(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.FollowUpSummaryByType[]>(
     '/crm/statistics-customer/get-follow-up-summary-by-type',
     { params },
@@ -136,7 +151,9 @@ export function getFollowUpSummaryByType(params: PageParam) {
 }
 
 /** 合同摘要信息(客户转化率页面) */
-export function getContractSummary(params: PageParam) {
+export function getContractSummary(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.CustomerContractSummary[]>(
     '/crm/statistics-customer/get-contract-summary',
     { params },
@@ -144,7 +161,9 @@ export function getContractSummary(params: PageParam) {
 }
 
 /** 获取客户公海分析(按日期) */
-export function getPoolSummaryByDate(params: PageParam) {
+export function getPoolSummaryByDate(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.PoolSummaryByDate[]>(
     '/crm/statistics-customer/get-pool-summary-by-date',
     { params },
@@ -152,7 +171,9 @@ export function getPoolSummaryByDate(params: PageParam) {
 }
 
 /** 获取客户公海分析(按用户) */
-export function getPoolSummaryByUser(params: PageParam) {
+export function getPoolSummaryByUser(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.PoolSummaryByUser[]>(
     '/crm/statistics-customer/get-pool-summary-by-user',
     { params },
@@ -160,7 +181,9 @@ export function getPoolSummaryByUser(params: PageParam) {
 }
 
 /** 获取客户成交周期(按日期) */
-export function getCustomerDealCycleByDate(params: PageParam) {
+export function getCustomerDealCycleByDate(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.CustomerDealCycleByDate[]>(
     '/crm/statistics-customer/get-customer-deal-cycle-by-date',
     { params },
@@ -168,7 +191,9 @@ export function getCustomerDealCycleByDate(params: PageParam) {
 }
 
 /** 获取客户成交周期(按用户) */
-export function getCustomerDealCycleByUser(params: PageParam) {
+export function getCustomerDealCycleByUser(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.CustomerDealCycleByUser[]>(
     '/crm/statistics-customer/get-customer-deal-cycle-by-user',
     { params },
@@ -176,7 +201,9 @@ export function getCustomerDealCycleByUser(params: PageParam) {
 }
 
 /** 获取客户成交周期(按地区) */
-export function getCustomerDealCycleByArea(params: PageParam) {
+export function getCustomerDealCycleByArea(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<CrmStatisticsCustomerApi.CustomerDealCycleByArea[]>(
     '/crm/statistics-customer/get-customer-deal-cycle-by-area',
     { params },
@@ -184,7 +211,9 @@ export function getCustomerDealCycleByArea(params: PageParam) {
 }
 
 /** 获取客户成交周期(按产品) */
-export function getCustomerDealCycleByProduct(params: PageParam) {
+export function getCustomerDealCycleByProduct(
+  params: CrmStatisticsCustomerApi.CustomerSummaryParams,
+) {
   return requestClient.get<
     CrmStatisticsCustomerApi.CustomerDealCycleByProduct[]
   >('/crm/statistics-customer/get-customer-deal-cycle-by-product', { params });

apps/web-antd/src/views/crm/statistics/customer/data.ts

@@ -0,0 +1,135 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { useUserStore } from '@vben/stores';
+import {
+  beginOfDay,
+  endOfDay,
+  erpCalculatePercentage,
+  formatDateTime,
+  handleTree,
+} from '@vben/utils';
+
+import { getSimpleDeptList } from '#/api/system/dept';
+import { getSimpleUserList } from '#/api/system/user';
+import { DICT_TYPE, getDictOptions, getRangePickerDefaultProps } from '#/utils';
+
+const userStore = useUserStore();
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'times',
+      label: '时间范围',
+      component: 'RangePicker',
+      componentProps: {
+        ...getRangePickerDefaultProps(),
+      },
+      defaultValue: [
+        formatDateTime(beginOfDay(new Date(Date.now() - 3600 * 1000 * 24 * 7))),
+        formatDateTime(endOfDay(new Date(Date.now() - 3600 * 1000 * 24))),
+      ] as [Date, Date],
+    },
+    {
+      fieldName: 'interval',
+      label: '时间间隔',
+      component: 'Select',
+      componentProps: {
+        allowClear: true,
+        options: getDictOptions(DICT_TYPE.DATE_INTERVAL, 'number'),
+      },
+      defaultValue: 2,
+    },
+    {
+      fieldName: 'deptId',
+      label: '归属部门',
+      component: 'ApiTreeSelect',
+      componentProps: {
+        api: async () => {
+          const data = await getSimpleDeptList();
+          return handleTree(data);
+        },
+        labelField: 'name',
+        valueField: 'id',
+        childrenField: 'children',
+        treeDefaultExpandAll: true,
+      },
+      defaultValue: userStore.userInfo?.deptId,
+    },
+    {
+      fieldName: 'userId',
+      label: '员工',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        allowClear: true,
+        labelField: 'nickname',
+        valueField: 'id',
+      },
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useSummaryGridColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      type: 'seq',
+      title: '序号',
+    },
+    {
+      field: 'ownerUserName',
+      title: '员工姓名',
+      minWidth: 100,
+    },
+    {
+      field: 'customerCreateCount',
+      title: '新增客户数',
+      minWidth: 200,
+    },
+    {
+      field: 'customerDealCount',
+      title: '成交客户数',
+      minWidth: 200,
+    },
+    {
+      field: 'customerDealRate',
+      title: '客户成交率(%)',
+      minWidth: 200,
+      formatter: ({ row }) => {
+        return erpCalculatePercentage(
+          row.customerDealCount,
+          row.customerCreateCount,
+        );
+      },
+    },
+    {
+      field: 'contractPrice',
+      title: '合同总金额',
+      minWidth: 200,
+      formatter: 'formatAmount2',
+    },
+    {
+      field: 'receivablePrice',
+      title: '回款金额',
+      minWidth: 200,
+      formatter: 'formatAmount2',
+    },
+    {
+      field: 'creceivablePrice',
+      title: '未回款金额',
+      minWidth: 200,
+      formatter: ({ row }) => {
+        return erpCalculatePercentage(row.receivablePrice, row.contractPrice);
+      },
+    },
+    {
+      field: 'ccreceivablePrice',
+      title: '回款完成率(%)',
+      formatter: ({ row }) => {
+        return erpCalculatePercentage(row.receivablePrice, row.contractPrice);
+      },
+    },
+  ];
+}

apps/web-antd/src/views/crm/statistics/customer/index.vue

@@ -1,28 +1,151 @@
 <script lang="ts" setup>
-import { Page } from '@vben/common-ui';
+import type { EchartsUIType } from '@vben/plugins/echarts';
 
-import { Button } from 'ant-design-vue';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmStatisticsCustomerApi } from '#/api/crm/statistics/customer';
+
+import { ref } from 'vue';
+
+import { Page } from '@vben/common-ui';
+import { EchartsUI, useEcharts } from '@vben/plugins/echarts';
+
+import { Tabs } from 'ant-design-vue';
+
+import { useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  getCustomerSummaryByDate,
+  getCustomerSummaryByUser,
+} from '#/api/crm/statistics/customer';
+
+import { useGridFormSchema, useSummaryGridColumns } from './data';
+
+const activeTabName = ref('customerSummary');
+const chartRef = ref<EchartsUIType>();
+const { renderEcharts } = useEcharts(chartRef);
+
+async function setChartData(res: any) {
+  renderEcharts({
+    grid: {
+      bottom: '5%',
+      containLabel: true,
+      left: '5%',
+      right: '5%',
+      top: '5 %',
+    },
+    legend: {},
+    series: [
+      {
+        name: '新增客户数',
+        type: 'bar',
+        yAxisIndex: 0,
+        data: res.map((item: any) => item.customerCreateCount),
+      },
+      {
+        name: '成交客户数',
+        type: 'bar',
+        yAxisIndex: 1,
+        data: res.map((item: any) => item.customerDealCount),
+      },
+    ],
+    toolbox: {
+      feature: {
+        dataZoom: {
+          xAxisIndex: false, // 数据区域缩放：Y 轴不缩放
+        },
+        brush: {
+          type: ['lineX', 'clear'], // 区域缩放按钮、还原按钮
+        },
+        saveAsImage: { show: true, name: '客户总量分析' }, // 保存为图片
+      },
+    },
+    tooltip: {
+      trigger: 'axis',
+      axisPointer: {
+        type: 'shadow',
+      },
+    },
+    yAxis: [
+      {
+        type: 'value',
+        name: '新增客户数',
+        min: 0,
+        minInterval: 1, // 显示整数刻度
+      },
+      {
+        type: 'value',
+        name: '成交客户数',
+        min: 0,
+        minInterval: 1, // 显示整数刻度
+        splitLine: {
+          lineStyle: {
+            type: 'dotted', // 右侧网格线虚化, 减少混乱
+            opacity: 0.7,
+          },
+        },
+      },
+    ],
+    xAxis: {
+      type: 'category',
+      name: '日期',
+      data: res.map((item: any) => item.time),
+    },
+  });
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  formOptions: {
+    schema: useGridFormSchema(),
+  },
+  gridOptions: {
+    columns: useSummaryGridColumns(),
+    height: 'auto',
+    keepSource: true,
+    pagerConfig: {
+      enabled: false,
+    },
+    proxyConfig: {
+      ajax: {
+        query: async (_, formValues) => {
+          const res = await getCustomerSummaryByDate(formValues);
+          setChartData(res);
+          return await getCustomerSummaryByUser(formValues);
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      enabled: false,
+    },
+  } as VxeTableGridOptions<CrmStatisticsCustomerApi.CustomerSummaryByUser>,
+});
+
+function handleTabChange(key: any) {
+  activeTabName.value = key;
+  gridApi.query();
+}
 </script>
 
 <template>
-  <Page>
+  <Page auto-content-height>
-    <Button
+    <Grid>
-      danger
+      <template #top>
-      type="link"
+        <Tabs v-model:active-key="activeTabName" @change="handleTabChange">
-      target="_blank"
+          <Tabs.TabPane
-      href="https://github.com/yudaocode/yudao-ui-admin-vue3"
+            tab="客户总量分析"
-    >
+            key="customerSummary"
-      该功能支持 Vue3 + element-plus 版本！
+            :force-render="true"
-    </Button>
+          />
-    <br />
+          <Tabs.TabPane
-    <Button
+            tab="客户跟进次数分析"
-      type="link"
+            key="followUpSummary"
-      target="_blank"
+            :force-render="true"
-      href="https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/customer/index.vue"
+          />
-    >
+        </Tabs>
-      可参考
+        <EchartsUI class="mb-20 h-full w-full" ref="chartRef" />
-      https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/customer/index.vue
+      </template>
-      代码，pull request 贡献给我们！
+    </Grid>
-    </Button>
   </Page>
 </template>