feat: crm statistics performance

pull/155/head
xingyu4j 2025-06-23 21:14:48 +08:00
parent b2310b226c
commit 62655e23e5
4 changed files with 631 additions and 26 deletions

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@ -1,5 +1,3 @@
import type { PageParam } from '@vben/request';
import { requestClient } from '#/api/request';
export namespace CrmStatisticsPerformanceApi {
@ -10,10 +8,17 @@ export namespace CrmStatisticsPerformanceApi {
lastMonthCount: number;
lastYearCount: number;
}
export interface PerformanceParams {
times: string[];
deptId: number;
userId: number;
}
}
/** 员工获得合同金额统计 */
export function getContractPricePerformance(params: PageParam) {
export function getContractPricePerformance(
params: CrmStatisticsPerformanceApi.PerformanceParams,
) {
return requestClient.get<CrmStatisticsPerformanceApi.Performance[]>(
'/crm/statistics-performance/get-contract-price-performance',
{ params },
@ -21,7 +26,9 @@ export function getContractPricePerformance(params: PageParam) {
}
/** 员工获得回款统计 */
export function getReceivablePricePerformance(params: PageParam) {
export function getReceivablePricePerformance(
params: CrmStatisticsPerformanceApi.PerformanceParams,
) {
return requestClient.get<CrmStatisticsPerformanceApi.Performance[]>(
'/crm/statistics-performance/get-receivable-price-performance',
{ params },
@ -29,7 +36,9 @@ export function getReceivablePricePerformance(params: PageParam) {
}
/** 员工获得签约合同数量统计 */
export function getContractCountPerformance(params: PageParam) {
export function getContractCountPerformance(
params: CrmStatisticsPerformanceApi.PerformanceParams,
) {
return requestClient.get<CrmStatisticsPerformanceApi.Performance[]>(
'/crm/statistics-performance/get-contract-count-performance',
{ params },

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@ -0,0 +1,394 @@
export function getChartOptions(activeTabName: any, res: any): any {
switch (activeTabName) {
case 'ContractCountPerformance': {
return {
grid: {
left: 20,
right: 20,
bottom: 20,
containLabel: true,
},
legend: {},
series: [
{
name: '当月合同数量(个)',
type: 'line',
data: res.map((s: any) => s.currentMonthCount),
},
{
name: '上月合同数量(个)',
type: 'line',
data: res.map((s: any) => s.lastMonthCount),
},
{
name: '去年同月合同数量(个)',
type: 'line',
data: res.map((s: any) => s.lastYearCount),
},
{
name: '环比增长率(%',
type: 'line',
yAxisIndex: 1,
data: res.map((s: any) =>
s.lastMonthCount === 0
? 'NULL'
: (
((s.currentMonthCount - s.lastMonthCount) /
s.lastMonthCount) *
100
).toFixed(2),
),
},
{
name: '同比增长率(%',
type: 'line',
yAxisIndex: 1,
data: res.map((s: any) =>
s.lastYearCount === 0
? 'NULL'
: (
((s.currentMonthCount - s.lastYearCount) /
s.lastYearCount) *
100
).toFixed(2),
),
},
],
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: '数量(个)',
axisTick: {
show: false,
},
axisLabel: {
color: '#BDBDBD',
formatter: '{value}',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: {
color: '#BDBDBD',
},
},
splitLine: {
show: true,
lineStyle: {
color: '#e6e6e6',
},
},
},
{
type: 'value',
name: '',
axisTick: {
alignWithLabel: true,
lineStyle: {
width: 0,
},
},
axisLabel: {
color: '#BDBDBD',
formatter: '{value}%',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: {
color: '#BDBDBD',
},
},
splitLine: {
show: true,
lineStyle: {
color: '#e6e6e6',
},
},
},
],
xAxis: {
type: 'category',
name: '日期',
data: res.map((s: any) => s.time),
},
};
}
case 'ContractPricePerformance': {
return {
grid: {
left: 20,
right: 20,
bottom: 20,
containLabel: true,
},
legend: {},
series: [
{
name: '当月合同金额(元)',
type: 'line',
data: res.map((s: any) => s.currentMonthCount),
},
{
name: '上月合同金额(元)',
type: 'line',
data: res.map((s: any) => s.lastMonthCount),
},
{
name: '去年同月合同金额(元)',
type: 'line',
data: res.map((s: any) => s.lastYearCount),
},
{
name: '环比增长率(%',
type: 'line',
yAxisIndex: 1,
data: res.map((s: any) =>
s.lastMonthCount === 0
? 'NULL'
: (
((s.currentMonthCount - s.lastMonthCount) /
s.lastMonthCount) *
100
).toFixed(2),
),
},
{
name: '同比增长率(%',
type: 'line',
yAxisIndex: 1,
data: res.map((s: any) =>
s.lastYearCount === 0
? 'NULL'
: (
((s.currentMonthCount - s.lastYearCount) /
s.lastYearCount) *
100
).toFixed(2),
),
},
],
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: '金额(元)',
axisTick: {
show: false,
},
axisLabel: {
color: '#BDBDBD',
formatter: '{value}',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: {
color: '#BDBDBD',
},
},
splitLine: {
show: true,
lineStyle: {
color: '#e6e6e6',
},
},
},
{
type: 'value',
name: '',
axisTick: {
alignWithLabel: true,
lineStyle: {
width: 0,
},
},
axisLabel: {
color: '#BDBDBD',
formatter: '{value}%',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: {
color: '#BDBDBD',
},
},
splitLine: {
show: true,
lineStyle: {
color: '#e6e6e6',
},
},
},
],
xAxis: {
type: 'category',
name: '日期',
data: res.map((s: any) => s.time),
},
};
}
case 'ReceivablePricePerformance': {
return {
grid: {
left: 20,
right: 20,
bottom: 20,
containLabel: true,
},
legend: {},
series: [
{
name: '当月回款金额(元)',
type: 'line',
data: res.map((s: any) => s.currentMonthCount),
},
{
name: '上月回款金额(元)',
type: 'line',
data: res.map((s: any) => s.lastMonthCount),
},
{
name: '去年同月回款金额(元)',
type: 'line',
data: res.map((s: any) => s.lastYearCount),
},
{
name: '环比增长率(%',
type: 'line',
yAxisIndex: 1,
data: res.map((s: any) =>
s.lastMonthCount === 0
? 'NULL'
: (
((s.currentMonthCount - s.lastMonthCount) /
s.lastMonthCount) *
100
).toFixed(2),
),
},
{
name: '同比增长率(%',
type: 'line',
yAxisIndex: 1,
data: res.map((s: any) =>
s.lastYearCount === 0
? 'NULL'
: (
((s.currentMonthCount - s.lastYearCount) /
s.lastYearCount) *
100
).toFixed(2),
),
},
],
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: '金额(元)',
axisTick: {
show: false,
},
axisLabel: {
color: '#BDBDBD',
formatter: '{value}',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: {
color: '#BDBDBD',
},
},
splitLine: {
show: true,
lineStyle: {
color: '#e6e6e6',
},
},
},
{
type: 'value',
name: '',
axisTick: {
alignWithLabel: true,
lineStyle: {
width: 0,
},
},
axisLabel: {
color: '#BDBDBD',
formatter: '{value}%',
},
/** 坐标轴轴线相关设置 */
axisLine: {
lineStyle: {
color: '#BDBDBD',
},
},
splitLine: {
show: true,
lineStyle: {
color: '#e6e6e6',
},
},
},
],
xAxis: {
type: 'category',
name: '日期',
data: res.map((s: any) => s.time),
},
};
}
default: {
return {};
}
}
}

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@ -0,0 +1,74 @@
import type { VbenFormSchema } from '#/adapter/form';
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 { getRangePickerDefaultProps } from '#/utils';
const userStore = useUserStore();
export const customerSummaryTabs = [
{
tab: '员工合同数量统计',
key: 'ContractCountPerformance',
},
{
tab: '员工合同金额统计',
key: 'ContractPricePerformance',
},
{
tab: '员工回款金额统计',
key: 'ReceivablePricePerformance',
},
];
/** 列表的搜索表单 */
export function useGridFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'times',
label: '时间范围',
component: 'RangePicker',
componentProps: {
...getRangePickerDefaultProps(),
picker: 'year',
showTime: false,
format: 'YYYY',
ranges: {},
},
defaultValue: [
formatDateTime(beginOfDay(new Date(new Date().getFullYear(), 0, 1))),
formatDateTime(endOfDay(new Date(new Date().getFullYear(), 11, 31))),
] 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',
},
},
];
}

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@ -1,28 +1,156 @@
<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 { onMounted, 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 {
getContractCountPerformance,
getContractPricePerformance,
getReceivablePricePerformance,
} from '#/api/crm/statistics/performance';
import { getChartOptions } from './chartOptions';
import { customerSummaryTabs, useGridFormSchema } from './data';
const activeTabName = ref('ContractCountPerformance');
const chartRef = ref<EchartsUIType>();
const { renderEcharts } = useEcharts(chartRef);
const [Grid, gridApi] = useVbenVxeGrid({
formOptions: {
schema: useGridFormSchema(),
handleSubmit: async () => {
await handleTabChange(activeTabName.value);
},
},
gridOptions: {
columns: [],
height: 'auto',
keepSource: true,
pagerConfig: {
enabled: false,
},
proxyConfig: {
enabled: false,
},
data: [],
rowConfig: {
keyField: 'id',
isHover: true,
},
toolbarConfig: {
enabled: false,
},
} as VxeTableGridOptions<CrmStatisticsCustomerApi.CustomerSummaryByUser>,
});
async function handleTabChange(key: any) {
activeTabName.value = key;
const params = (await gridApi.formApi.getValues()) as any;
let data: any[] = [];
const columnsData: any[] = [];
let tableData: any[] = [];
switch (key) {
case 'ContractCountPerformance': {
tableData = [
{ title: '当月合同数量统计(个)' },
{ title: '上月合同数量统计(个)' },
{ title: '去年当月合同数量统计(个)' },
{ title: '环比增长率(%' },
{ title: '同比增长率(%' },
];
data = await getContractCountPerformance(params);
break;
}
case 'ContractPricePerformance': {
tableData = [
{ title: '当月合同金额统计(元)' },
{ title: '上月合同金额统计(元)' },
{ title: '去年当月合同金额统计(元)' },
{ title: '环比增长率(%' },
{ title: '同比增长率(%' },
];
data = await getContractPricePerformance(params);
break;
}
case 'ReceivablePricePerformance': {
tableData = [
{ title: '当月回款金额统计(元)' },
{ title: '上月回款金额统计(元)' },
{ title: '去年当月回款金额统计(元)' },
{ title: '环比增长率(%' },
{ title: '同比增长率(%' },
];
data = await getReceivablePricePerformance(params);
break;
}
default: {
break;
}
}
const columnObj = {
title: '日期',
field: 'title',
minWidth: 200,
align: 'left',
};
columnsData.splice(0); //
columnsData.push(columnObj);
data.forEach((item: any, index: number) => {
const columnObj = { title: item.time, field: `field${index}` };
columnsData.push(columnObj);
tableData[0][`field${index}`] = item.currentMonthCount;
tableData[1][`field${index}`] = item.lastMonthCount;
tableData[2][`field${index}`] = item.lastYearCount;
tableData[3][`field${index}`] =
item.lastMonthCount === 0
? 'NULL'
: (
((item.currentMonthCount - item.lastMonthCount) /
item.lastMonthCount) *
100
).toFixed(2);
tableData[4][`field${index}`] =
item.lastYearCount === 0
? 'NULL'
: (
((item.currentMonthCount - item.lastYearCount) /
item.lastYearCount) *
100
).toFixed(2);
});
renderEcharts(getChartOptions(key, data), true);
gridApi.grid.reloadColumn(columnsData);
gridApi.grid.reloadData(tableData);
}
onMounted(() => {
handleTabChange(activeTabName.value);
});
</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/performance/index"
>
可参考
https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/performance/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>
<EchartsUI class="mb-20 h-full w-full" ref="chartRef" />
</template>
</Grid>
</Page>
</template>