feat: crm statistics funnel

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

@@ -1,4 +1,4 @@
-import type { PageParam, PageResult } from '@vben/request';
+import type { PageResult } from '@vben/request';
 
 import { requestClient } from '#/api/request';
 
@@ -25,8 +25,42 @@ export namespace CrmStatisticsFunnelApi {
   }
 }
 
+export function getDatas(activeTabName: any, params: any) {
+  switch (activeTabName) {
+    case 'businessInversionRateSummary': {
+      return getBusinessPageByDate(params);
+    }
+    case 'businessSummary': {
+      return getBusinessPageByDate(params);
+    }
+    case 'funnel': {
+      return getBusinessSummaryByEndStatus(params);
+    }
+    default: {
+      return [];
+    }
+  }
+}
+
+export function getChartDatas(activeTabName: any, params: any) {
+  switch (activeTabName) {
+    case 'businessInversionRateSummary': {
+      return getBusinessInversionRateSummaryByDate(params);
+    }
+    case 'businessSummary': {
+      return getBusinessSummaryByDate(params);
+    }
+    case 'funnel': {
+      return getFunnelSummary(params);
+    }
+    default: {
+      return [];
+    }
+  }
+}
+
 /** 获取销售漏斗统计数据 */
-export function getFunnelSummary(params: PageParam) {
+export function getFunnelSummary(params: any) {
   return requestClient.get<CrmStatisticsFunnelApi.FunnelSummary>(
     '/crm/statistics-funnel/get-funnel-summary',
     { params },
@@ -34,7 +68,7 @@ export function getFunnelSummary(params: PageParam) {
 }
 
 /** 获取商机结束状态统计 */
-export function getBusinessSummaryByEndStatus(params: PageParam) {
+export function getBusinessSummaryByEndStatus(params: any) {
   return requestClient.get<Record<string, number>>(
     '/crm/statistics-funnel/get-business-summary-by-end-status',
     { params },
@@ -42,7 +76,7 @@ export function getBusinessSummaryByEndStatus(params: PageParam) {
 }
 
 /** 获取新增商机分析(按日期) */
-export function getBusinessSummaryByDate(params: PageParam) {
+export function getBusinessSummaryByDate(params: any) {
   return requestClient.get<CrmStatisticsFunnelApi.BusinessSummaryByDate[]>(
     '/crm/statistics-funnel/get-business-summary-by-date',
     { params },
@@ -50,7 +84,7 @@ export function getBusinessSummaryByDate(params: PageParam) {
 }
 
 /** 获取商机转化率分析(按日期) */
-export function getBusinessInversionRateSummaryByDate(params: PageParam) {
+export function getBusinessInversionRateSummaryByDate(params: any) {
   return requestClient.get<
     CrmStatisticsFunnelApi.BusinessInversionRateSummaryByDate[]
   >('/crm/statistics-funnel/get-business-inversion-rate-summary-by-date', {
@@ -59,7 +93,7 @@ export function getBusinessInversionRateSummaryByDate(params: PageParam) {
 }
 
 /** 获取商机列表(按日期) */
-export function getBusinessPageByDate(params: PageParam) {
+export function getBusinessPageByDate(params: any) {
   return requestClient.get<PageResult<any>>(
     '/crm/statistics-funnel/get-business-page-by-date',
     { params },

apps/web-antd/src/views/crm/statistics/funnel/chartOptions.ts

@@ -0,0 +1,271 @@
+import { erpCalculatePercentage } from '@vben/utils';
+
+export function getChartOptions(
+  activeTabName: any,
+  active: boolean,
+  res: any,
+): any {
+  switch (activeTabName) {
+    case 'businessInversionRateSummary': {
+      return {
+        color: ['#6ca2ff', '#6ac9d7', '#ff7474'],
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            // 坐标轴指示器，坐标轴触发有效
+            type: 'shadow', // 默认为直线，可选为：'line' | 'shadow'
+          },
+        },
+        legend: {
+          data: ['赢单转化率', '商机总数', '赢单商机数'],
+          bottom: '0px',
+          itemWidth: 14,
+        },
+        grid: {
+          top: '40px',
+          left: '40px',
+          right: '40px',
+          bottom: '40px',
+          containLabel: true,
+          borderColor: '#fff',
+        },
+        xAxis: [
+          {
+            type: 'category',
+            data: res.map((s: any) => s.time),
+            axisTick: {
+              alignWithLabel: true,
+              lineStyle: { width: 0 },
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: { color: '#BDBDBD' },
+            },
+            splitLine: {
+              show: false,
+            },
+          },
+        ],
+        yAxis: [
+          {
+            type: 'value',
+            name: '赢单转化率',
+            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: false,
+            },
+          },
+          {
+            type: 'value',
+            name: '商机数',
+            axisTick: {
+              alignWithLabel: true,
+              lineStyle: { width: 0 },
+            },
+            axisLabel: {
+              color: '#BDBDBD',
+              formatter: '{value}个',
+            },
+            /** 坐标轴轴线相关设置 */
+            axisLine: {
+              lineStyle: { color: '#BDBDBD' },
+            },
+            splitLine: {
+              show: false,
+            },
+          },
+        ],
+        series: [
+          {
+            name: '赢单转化率',
+            type: 'line',
+            yAxisIndex: 0,
+            data: res.map((s: any) =>
+              erpCalculatePercentage(s.businessWinCount, s.businessCount),
+            ),
+          },
+          {
+            name: '商机总数',
+            type: 'bar',
+            yAxisIndex: 1,
+            barWidth: 15,
+            data: res.map((s: any) => s.businessCount),
+          },
+          {
+            name: '赢单商机数',
+            type: 'bar',
+            yAxisIndex: 1,
+            barWidth: 15,
+            data: res.map((s: any) => s.businessWinCount),
+          },
+        ],
+      };
+    }
+    case 'businessSummary': {
+      return {
+        grid: {
+          left: 30,
+          right: 30, // 让 X 轴右侧显示完整
+          bottom: 20,
+          containLabel: true,
+        },
+        legend: {},
+        series: [
+          {
+            name: '新增商机数量',
+            type: 'bar',
+            yAxisIndex: 0,
+            data: res.map((s: any) => s.businessCreateCount),
+          },
+          {
+            name: '新增商机金额',
+            type: 'bar',
+            yAxisIndex: 1,
+            data: res.map((s: any) => s.totalPrice),
+          },
+        ],
+        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: '新增商机分析' }, // 保存为图片
+          },
+        },
+        tooltip: {
+          trigger: 'axis',
+          axisPointer: {
+            type: 'shadow',
+          },
+        },
+        yAxis: [
+          {
+            type: 'value',
+            name: '新增商机数量',
+            min: 0,
+            minInterval: 1, // 显示整数刻度
+          },
+          {
+            type: 'value',
+            name: '新增商机金额',
+            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((s: any) => s.time),
+        },
+      };
+    }
+    case 'funnel': {
+      // tips：写死 value 值是为了保持漏斗顺序不变
+      const list: { name: string; value: number }[] = [];
+      if (active) {
+        list.push(
+          { value: 60, name: `客户-${res.customerCount || 0}个` },
+          { value: 40, name: `商机-${res.businessCount || 0}个` },
+          { value: 20, name: `赢单-${res.businessWinCount || 0}个` },
+        );
+      } else {
+        list.push(
+          {
+            value: res.customerCount || 0,
+            name: `客户-${res.customerCount || 0}个`,
+          },
+          {
+            value: res.businessCount || 0,
+            name: `商机-${res.businessCount || 0}个`,
+          },
+          {
+            value: res.businessWinCount || 0,
+            name: `赢单-${res.businessWinCount || 0}个`,
+          },
+        );
+      }
+      return {
+        title: {
+          text: '销售漏斗',
+        },
+        tooltip: {
+          trigger: 'item',
+          formatter: '{a} <br/>{b}',
+        },
+        toolbox: {
+          feature: {
+            dataView: { readOnly: false },
+            restore: {},
+            saveAsImage: {},
+          },
+        },
+        legend: {
+          data: ['客户', '商机', '赢单'],
+        },
+        series: [
+          {
+            name: '销售漏斗',
+            type: 'funnel',
+            left: '10%',
+            top: 60,
+            bottom: 60,
+            width: '80%',
+            min: 0,
+            max: 100,
+            minSize: '0%',
+            maxSize: '100%',
+            sort: 'descending',
+            gap: 2,
+            label: {
+              show: true,
+              position: 'inside',
+            },
+            labelLine: {
+              length: 10,
+              lineStyle: {
+                width: 1,
+                type: 'solid',
+              },
+            },
+            itemStyle: {
+              borderColor: '#fff',
+              borderWidth: 1,
+            },
+            emphasis: {
+              label: {
+                fontSize: 20,
+              },
+            },
+            data: list,
+          },
+        ],
+      };
+    }
+    default: {
+      return {};
+    }
+  }
+}

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

@@ -0,0 +1,266 @@
+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, getDictOptions, getRangePickerDefaultProps } from '#/utils';
+
+const userStore = useUserStore();
+
+export const customerSummaryTabs = [
+  {
+    tab: '销售漏斗分析',
+    key: 'funnel',
+  },
+  {
+    tab: '新增商机分析',
+    key: 'businessSummary',
+  },
+  {
+    tab: '商机转化率分析',
+    key: 'businessInversionRateSummary',
+  },
+];
+
+/** 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 useGridColumns(
+  activeTabName: any,
+): VxeTableGridOptions['columns'] {
+  switch (activeTabName) {
+    case 'businessInversionRateSummary': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'name',
+          title: '商机名称',
+          minWidth: 100,
+        },
+        {
+          field: 'customerName',
+          title: '客户名称',
+          minWidth: 200,
+        },
+        {
+          field: 'totalPrice',
+          title: '商机金额（元）',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+        {
+          field: 'dealTime',
+          title: '预计成交日期',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'ownerUserName',
+          title: '负责人',
+          minWidth: 200,
+        },
+        {
+          field: 'ownerUserDeptName',
+          title: '所属部门',
+          minWidth: 200,
+        },
+        {
+          field: 'contactLastTime',
+          title: '最后跟进时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'updateTime',
+          title: '更新时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'createTime',
+          title: '创建时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'creatorName',
+          title: '创建人',
+          minWidth: 100,
+        },
+        {
+          field: 'statusTypeName',
+          title: '商机状态组',
+          minWidth: 100,
+        },
+        {
+          field: 'statusName',
+          title: '商机阶段',
+          minWidth: 100,
+        },
+      ];
+    }
+    case 'businessSummary': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'name',
+          title: '商机名称',
+          minWidth: 100,
+        },
+        {
+          field: 'customerName',
+          title: '客户名称',
+          minWidth: 200,
+        },
+        {
+          field: 'totalPrice',
+          title: '商机金额（元）',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+        {
+          field: 'dealTime',
+          title: '预计成交日期',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'ownerUserName',
+          title: '负责人',
+          minWidth: 200,
+        },
+        {
+          field: 'ownerUserDeptName',
+          title: '所属部门',
+          minWidth: 200,
+        },
+        {
+          field: 'contactLastTime',
+          title: '最后跟进时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'updateTime',
+          title: '更新时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'createTime',
+          title: '创建时间',
+          minWidth: 200,
+          formatter: 'formatDateTime',
+        },
+        {
+          field: 'creatorName',
+          title: '创建人',
+          minWidth: 100,
+        },
+        {
+          field: 'statusTypeName',
+          title: '商机状态组',
+          minWidth: 100,
+        },
+        {
+          field: 'statusName',
+          title: '商机阶段',
+          minWidth: 100,
+        },
+      ];
+    }
+    case 'funnel': {
+      return [
+        {
+          type: 'seq',
+          title: '序号',
+        },
+        {
+          field: 'endStatus',
+          title: '阶段',
+          minWidth: 100,
+          cellRender: {
+            name: 'CellDict',
+            props: { type: DICT_TYPE.CRM_BUSINESS_END_STATUS_TYPE },
+          },
+        },
+        {
+          field: 'businessCount',
+          title: '商机数',
+          minWidth: 200,
+        },
+        {
+          field: 'totalPrice',
+          title: '商机总金额(元)',
+          minWidth: 200,
+          formatter: 'formatAmount2',
+        },
+      ];
+    }
+    default: {
+      return [];
+    }
+  }
+}

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

@@ -1,28 +1,117 @@
 <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 { CrmStatisticsFunnelApi } from '#/api/crm/statistics/funnel';
+
+import { ref } from 'vue';
+
+import { Page } from '@vben/common-ui';
+import { EchartsUI, useEcharts } from '@vben/plugins/echarts';
+
+import { Button, ButtonGroup, Tabs } from 'ant-design-vue';
+
+import { useVbenVxeGrid } from '#/adapter/vxe-table';
+import { getChartDatas, getDatas } from '#/api/crm/statistics/funnel';
+
+import { getChartOptions } from './chartOptions';
+import { customerSummaryTabs, useGridColumns, useGridFormSchema } from './data';
+
+const activeTabName = ref('funnel');
+const chartRef = ref<EchartsUIType>();
+const { renderEcharts } = useEcharts(chartRef);
+
+const active = ref(true);
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  formOptions: {
+    schema: useGridFormSchema(),
+  },
+  gridOptions: {
+    columns: useGridColumns(activeTabName.value),
+    height: 'auto',
+    keepSource: true,
+    pagerConfig: {
+      enabled: false,
+    },
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }, formValues) => {
+          const res = await getChartDatas(activeTabName.value, formValues);
+          renderEcharts(
+            getChartOptions(activeTabName.value, active.value, res),
+          );
+          return await getDatas(activeTabName.value, {
+            page: page.currentPage,
+            pageSize: page.pageSize,
+            ...formValues,
+          });
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      enabled: false,
+    },
+  } as VxeTableGridOptions<CrmStatisticsFunnelApi.BusinessSummaryByDate>,
+});
+
+async function handleTabChange(key: any) {
+  activeTabName.value = key;
+  gridApi.setGridOptions({
+    columns: useGridColumns(key),
+    pagerConfig: {
+      enabled: activeTabName.value !== 'funnelRef',
+    },
+  });
+  gridApi.reload();
+}
+
+function handleActive(value: boolean) {
+  active.value = value;
+  renderEcharts(
+    getChartOptions(
+      activeTabName.value,
+      active.value,
+      gridApi.formApi.getValues(),
+    ),
+  );
+}
 </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"
+            v-for="item in customerSummaryTabs"
-    >
+            :key="item.key"
-      该功能支持 Vue3 + element-plus 版本！
+            :tab="item.tab"
-    </Button>
+            :force-render="true"
-    <br />
+          />
-    <Button
+        </Tabs>
-      type="link"
+        <ButtonGroup>
-      target="_blank"
+          <Button
-      href="https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/funnel/index"
+            :type="active ? 'primary' : 'default'"
-    >
+            v-if="activeTabName === 'funnel'"
-      可参考
+            @click="handleActive(true)"
-      https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/statistics/funnel/index
+          >
-      代码，pull request 贡献给我们！
+            客户视角
-    </Button>
+          </Button>
+          <Button
+            :type="active ? 'default' : 'primary'"
+            v-if="activeTabName === 'funnel'"
+            @click="handleActive(false)"
+          >
+            动态视角
+          </Button>
+        </ButtonGroup>
+        <EchartsUI class="mb-20 h-2/5 w-full" ref="chartRef" />
+      </template>
+    </Grid>
   </Page>
 </template>