feat: crm statistics portrait

pull/155/head
xingyu4j 2025-06-24 12:52:05 +08:00
parent 3f304cdb76
commit 4cad0e6523
4 changed files with 736 additions and 21 deletions

View File

@ -36,6 +36,26 @@ export namespace CrmStatisticsPortraitApi {
}
}
export function getDatas(activeTabName: any, params: any) {
switch (activeTabName) {
case 'area': {
return getCustomerArea(params);
}
case 'industry': {
return getCustomerIndustry(params);
}
case 'level': {
return getCustomerLevel(params);
}
case 'source': {
return getCustomerSource(params);
}
default: {
return [];
}
}
}
/** 获取客户行业统计数据 */
export function getCustomerIndustry(params: PageParam) {
return requestClient.get<CrmStatisticsPortraitApi.CustomerIndustry[]>(

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@ -0,0 +1,439 @@
import { DICT_TYPE, getDictLabel } from '#/utils';
function areaReplace(areaName: string) {
if (!areaName) {
return areaName;
}
return areaName
.replace('维吾尔自治区', '')
.replace('壮族自治区', '')
.replace('回族自治区', '')
.replace('自治区', '')
.replace('省', '');
}
export function getChartOptions(activeTabName: any, res: any): any {
switch (activeTabName) {
case 'area': {
const data = res.map((item: any) => {
return {
...item,
areaName: areaReplace(item.areaName),
};
});
let leftMin = 0;
let leftMax = 0;
let rightMin = 0;
let rightMax = 0;
data.forEach((item: any) => {
leftMin = Math.min(leftMin, item.customerCount || 0);
leftMax = Math.max(leftMax, item.customerCount || 0);
rightMin = Math.min(rightMin, item.dealCount || 0);
rightMax = Math.max(rightMax, item.dealCount || 0);
});
return {
left: {
title: {
text: '全部客户',
left: 'center',
},
tooltip: {
trigger: 'item',
showDelay: 0,
transitionDuration: 0.2,
},
visualMap: {
text: ['高', '低'],
realtime: false,
calculable: true,
top: 'middle',
inRange: {
color: ['yellow', 'lightskyblue', 'orangered'],
},
min: leftMin,
max: leftMax,
},
series: [
{
name: '客户地域分布',
type: 'map',
map: 'china',
roam: false,
selectedMode: false,
data: data.map((item: any) => {
return {
name: item.areaName,
value: item.customerCount || 0,
};
}),
},
],
},
right: {
title: {
text: '成交客户',
left: 'center',
},
tooltip: {
trigger: 'item',
showDelay: 0,
transitionDuration: 0.2,
},
visualMap: {
text: ['高', '低'],
realtime: false,
calculable: true,
top: 'middle',
inRange: {
color: ['yellow', 'lightskyblue', 'orangered'],
},
min: rightMin,
max: rightMax,
},
series: [
{
name: '客户地域分布',
type: 'map',
map: 'china',
roam: false,
selectedMode: false,
data: data.map((item: any) => {
return {
name: item.areaName,
value: item.dealCount || 0,
};
}),
},
],
},
};
}
case 'industry': {
return {
left: {
title: {
text: '全部客户',
left: 'center',
},
tooltip: {
trigger: 'item',
},
legend: {
orient: 'vertical',
left: 'left',
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '全部客户' }, // 保存为图片
},
},
series: [
{
name: '全部客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2,
},
label: {
show: false,
position: 'center',
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold',
},
},
labelLine: {
show: false,
},
data: res.map((r: any) => {
return {
name: getDictLabel(
DICT_TYPE.CRM_CUSTOMER_INDUSTRY,
r.industryId,
),
value: r.customerCount,
};
}),
},
],
},
right: {
title: {
text: '成交客户',
left: 'center',
},
tooltip: {
trigger: 'item',
},
legend: {
orient: 'vertical',
left: 'left',
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '成交客户' }, // 保存为图片
},
},
series: [
{
name: '成交客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2,
},
label: {
show: false,
position: 'center',
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold',
},
},
labelLine: {
show: false,
},
data: res.map((r: any) => {
return {
name: getDictLabel(
DICT_TYPE.CRM_CUSTOMER_INDUSTRY,
r.industryId,
),
value: r.dealCount,
};
}),
},
],
},
};
}
case 'level': {
return {
left: {
title: {
text: '全部客户',
left: 'center',
},
tooltip: {
trigger: 'item',
},
legend: {
orient: 'vertical',
left: 'left',
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '全部客户' }, // 保存为图片
},
},
series: [
{
name: '全部客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2,
},
label: {
show: false,
position: 'center',
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold',
},
},
labelLine: {
show: false,
},
data: res.map((r: any) => {
return {
name: getDictLabel(DICT_TYPE.CRM_CUSTOMER_LEVEL, r.level),
value: r.customerCount,
};
}),
},
],
},
right: {
title: {
text: '成交客户',
left: 'center',
},
tooltip: {
trigger: 'item',
},
legend: {
orient: 'vertical',
left: 'left',
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '成交客户' }, // 保存为图片
},
},
series: [
{
name: '成交客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2,
},
label: {
show: false,
position: 'center',
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold',
},
},
labelLine: {
show: false,
},
data: res.map((r: any) => {
return {
name: getDictLabel(DICT_TYPE.CRM_CUSTOMER_LEVEL, r.level),
value: r.dealCount,
};
}),
},
],
},
};
}
case 'source': {
return {
left: {
title: {
text: '全部客户',
left: 'center',
},
tooltip: {
trigger: 'item',
},
legend: {
orient: 'vertical',
left: 'left',
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '全部客户' }, // 保存为图片
},
},
series: [
{
name: '全部客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2,
},
label: {
show: false,
position: 'center',
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold',
},
},
labelLine: {
show: false,
},
data: res.map((r: any) => {
return {
name: getDictLabel(DICT_TYPE.CRM_CUSTOMER_SOURCE, r.source),
value: r.customerCount,
};
}),
},
],
},
right: {
title: {
text: '成交客户',
left: 'center',
},
tooltip: {
trigger: 'item',
},
legend: {
orient: 'vertical',
left: 'left',
},
toolbox: {
feature: {
saveAsImage: { show: true, name: '成交客户' }, // 保存为图片
},
},
series: [
{
name: '成交客户',
type: 'pie',
radius: ['40%', '70%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#fff',
borderWidth: 2,
},
label: {
show: false,
position: 'center',
},
emphasis: {
label: {
show: true,
fontSize: 40,
fontWeight: 'bold',
},
},
labelLine: {
show: false,
},
data: res.map((r: any) => {
return {
name: getDictLabel(DICT_TYPE.CRM_CUSTOMER_SOURCE, r.source),
value: r.dealCount,
};
}),
},
],
},
};
}
default: {
return {};
}
}
}

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@ -0,0 +1,199 @@
import type { VbenFormSchema } from '#/adapter/form';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import { useUserStore } from '@vben/stores';
import { beginOfDay, endOfDay, formatDateTime, handleTree } from '@vben/utils';
import { getSimpleDeptList } from '#/api/system/dept';
import { getSimpleUserList } from '#/api/system/user';
import { DICT_TYPE, getRangePickerDefaultProps } from '#/utils';
const userStore = useUserStore();
export const customerSummaryTabs = [
{
tab: '城市分布分析',
key: 'area',
},
{
tab: '客户级别分析',
key: 'level',
},
{
tab: '客户来源分析',
key: 'source',
},
{
tab: '客户行业分析',
key: 'industry',
},
];
/** 列表的搜索表单 */
export function useGridFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'times',
label: '时间范围',
component: 'RangePicker',
componentProps: {
...getRangePickerDefaultProps(),
format: 'YYYY-MM-DD',
picker: 'year',
},
defaultValue: [
formatDateTime(beginOfDay(new Date(Date.now() - 3600 * 1000 * 24 * 7))),
formatDateTime(endOfDay(new Date(Date.now() - 3600 * 1000 * 24))),
] as [Date, Date],
},
{
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 useGridColumns(
activeTabName: any,
): VxeTableGridOptions['columns'] {
switch (activeTabName) {
case 'industry': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'industryId',
title: '客户行业',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
},
},
{
field: 'customerCount',
title: '客户个数',
minWidth: 200,
},
{
field: 'dealCount',
title: '成交个数',
minWidth: 200,
},
{
field: 'industryPortion',
title: '行业占比(%)',
minWidth: 200,
},
{
field: 'dealPortion',
title: '成交占比(%)',
minWidth: 200,
},
];
}
case 'level': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'level',
title: '客户级别',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
},
},
{
field: 'customerCount',
title: '客户个数',
minWidth: 200,
},
{
field: 'dealCount',
title: '成交个数',
minWidth: 200,
},
{
field: 'industryPortion',
title: '行业占比(%)',
minWidth: 200,
},
{
field: 'dealPortion',
title: '成交占比(%)',
minWidth: 200,
},
];
}
case 'source': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'source',
title: '客户来源',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
},
},
{
field: 'customerCount',
title: '客户个数',
minWidth: 200,
},
{
field: 'dealCount',
title: '成交个数',
minWidth: 200,
},
{
field: 'industryPortion',
title: '行业占比(%)',
minWidth: 200,
},
{
field: 'dealPortion',
title: '成交占比(%)',
minWidth: 200,
},
];
}
default: {
return [];
}
}
}

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@ -1,28 +1,85 @@
<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 { getDatas } from '#/api/crm/statistics/portrait';
import { getChartOptions } from './chartOptions';
import { customerSummaryTabs, useGridColumns, useGridFormSchema } from './data';
const activeTabName = ref('area');
const leftChartRef = ref<EchartsUIType>();
const rightChartRef = ref<EchartsUIType>();
const { renderEcharts: renderLeftEcharts } = useEcharts(leftChartRef);
const { renderEcharts: renderRightEcharts } = useEcharts(rightChartRef);
const [Grid, gridApi] = useVbenVxeGrid({
formOptions: {
schema: useGridFormSchema(),
},
gridOptions: {
columns: useGridColumns(activeTabName.value),
height: 'auto',
keepSource: true,
pagerConfig: {
enabled: false,
},
proxyConfig: {
ajax: {
query: async (_, formValues) => {
const res = await getDatas(activeTabName.value, formValues);
renderLeftEcharts(getChartOptions(activeTabName.value, res).left);
renderRightEcharts(getChartOptions(activeTabName.value, res).right);
return res;
},
},
},
rowConfig: {
keyField: 'id',
isHover: true,
},
toolbarConfig: {
enabled: false,
},
} as VxeTableGridOptions<CrmStatisticsCustomerApi.CustomerSummaryByUser>,
});
async function handleTabChange(key: any) {
activeTabName.value = key;
gridApi.setGridOptions({
columns: useGridColumns(key),
});
gridApi.reload();
}
</script>
<template>
<Page>
<Button
danger
type="link"
target="_blank"
href="https://github.com/yudaocode/yudao-ui-admin-vue3"
>
该功能支持 Vue3 + element-plus 版本
</Button>
<br />
<Button
type="link"
target="_blank"
href="https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/portrait/index"
>
可参考
https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/portrait/index
代码pull request 贡献给我们
</Button>
<Page auto-content-height>
<Grid>
<template #top>
<Tabs v-model:active-key="activeTabName" @change="handleTabChange">
<Tabs.TabPane
v-for="item in customerSummaryTabs"
:key="item.key"
:tab="item.tab"
:force-render="true"
/>
</Tabs>
<div class="mt-5 flex">
<EchartsUI class="m-4 w-1/2" ref="leftChartRef" />
<EchartsUI class="m-4 w-1/2" ref="rightChartRef" />
</div>
</template>
</Grid>
</Page>
</template>