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

269 lines
6.2 KiB
TypeScript

import type { VbenFormSchema } from '#/adapter/form';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import { DICT_TYPE } from '@vben/constants';
import { getDictOptions } from '@vben/hooks';
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: '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 [];
}
}
}