CRM:优化【客户统计】的代码实现

This commit is contained in:
YunaiV
2024-03-30 09:23:02 +08:00
parent 23150fcfc3
commit b51397fe19
6 changed files with 119 additions and 102 deletions

View File

@ -9,17 +9,7 @@
:inline="true"
label-width="68px"
>
<el-form-item label="间隔类型" prop="intervalType">
<el-select v-model="queryParams.intervalType" class="!w-240px" placeholder="间隔类型">
<el-option
v-for="(intervalType, index) in DATE_INTERVAL_OPTIONS"
:label="intervalType.name"
:value="intervalType.value"
:key="index"
/>
</el-select>
</el-form-item>
<el-form-item label="时间范围" prop="orderDate" v-show="queryParams.intervalType === CUSTOMER_INTERVAL">
<el-form-item label="时间范围" prop="orderDate">
<el-date-picker
v-model="queryParams.times"
:shortcuts="defaultShortcuts"
@ -31,6 +21,16 @@
:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
/>
</el-form-item>
<el-form-item label="时间间隔" prop="interval">
<el-select v-model="queryParams.interval" class="!w-240px" placeholder="间隔类型">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.DATE_INTERVAL)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
<el-form-item label="归属部门" prop="deptId">
<el-tree-select
v-model="queryParams.deptId"
@ -68,12 +68,12 @@
<CustomerSummary :query-params="queryParams" ref="customerSummaryRef" />
</el-tab-pane>
<!-- 客户跟进次数分析 -->
<el-tab-pane label="客户跟进次数分析" name="followupSummary" lazy>
<CustomerFollowupSummary :query-params="queryParams" ref="followupSummaryRef" />
<el-tab-pane label="客户跟进次数分析" name="followUpSummary" lazy>
<CustomerFollowUpSummary :query-params="queryParams" ref="followUpSummaryRef" />
</el-tab-pane>
<!-- 客户跟进方式分析 -->
<el-tab-pane label="客户跟进方式分析" name="followupType" lazy>
<CustomerFollowupType :query-params="queryParams" ref="followupTypeRef" />
<el-tab-pane label="客户跟进方式分析" name="followUpType" lazy>
<CustomerFollowUpType :query-params="queryParams" ref="followUpTypeRef" />
</el-tab-pane>
<!-- 客户转化率分析 -->
<el-tab-pane label="客户转化率分析" name="conversionStat" lazy>
@ -94,16 +94,16 @@ import { useUserStore } from '@/store/modules/user'
import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
import { defaultProps, handleTree } from '@/utils/tree'
import CustomerSummary from './components/CustomerSummary.vue'
import CustomerFollowupSummary from './components/CustomerFollowupSummary.vue'
import CustomerFollowupType from './components/CustomerFollowupType.vue'
import CustomerFollowUpSummary from './components/CustomerFollowUpSummary.vue'
import CustomerFollowUpType from './components/CustomerFollowUpType.vue'
import CustomerConversionStat from './components/CustomerConversionStat.vue'
import CustomerDealCycle from './components/CustomerDealCycle.vue'
import { DATE_INTERVAL_OPTIONS, CUSTOMER_INTERVAL } from '@/api/crm/statistics/customer'
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
defineOptions({ name: 'CrmStatisticsCustomer' })
const queryParams = reactive({
intervalType: CUSTOMER_INTERVAL,
interval: 1,
deptId: useUserStore().getUser.deptId,
userId: undefined,
times: [
@ -116,27 +116,23 @@ const queryParams = reactive({
const queryFormRef = ref() // 搜索的表单
const deptList = ref<Tree[]>([]) // 部门树形结构
const userList = ref<UserApi.UserVO[]>([]) // 全量用户清单
// 根据选择的部门筛选员工清单
/** 根据选择的部门筛选员工清单 */
const userListByDeptId = computed(() =>
queryParams.deptId
? userList.value.filter((u: UserApi.UserVO) => u.deptId === queryParams.deptId)
: []
)
// 活跃标签
const activeTab = ref('customerSummary')
// 1.客户总量分析
const customerSummaryRef = ref()
// 2.客户跟进次数分析
const followupSummaryRef = ref()
// 3.客户跟进方式分析
const followupTypeRef = ref()
// 4.客户转化率分析
const conversionStatRef = ref()
// 5.公海客户分析
//
const activeTab = ref('customerSummary') // 活跃标签
const customerSummaryRef = ref() // 1. 客户总量分析
const followUpSummaryRef = ref() // 2. 客户跟进次数分析
const followUpTypeRef = ref() // 3. 客户跟进方式分析
const conversionStatRef = ref() // 4. 客户转化率分析
// 5. TODO 公海客户分析
// 缺 crm_owner_record 表
// 6.成交周期分析
const dealCycleRef = ref()
const dealCycleRef = ref() // 6. 成交周期分析
/** 搜索按钮操作 */
const handleQuery = () => {
@ -144,11 +140,11 @@ const handleQuery = () => {
case 'customerSummary':
customerSummaryRef.value?.loadData?.()
break
case 'followupSummary':
followupSummaryRef.value?.loadData?.()
case 'followUpSummary':
followUpSummaryRef.value?.loadData?.()
break
case 'followupType':
followupTypeRef.value?.loadData?.()
case 'followUpType':
followUpTypeRef.value?.loadData?.()
break
case 'conversionStat':
conversionStatRef.value?.loadData?.()
@ -159,7 +155,7 @@ const handleQuery = () => {
}
}
// 当 activeTab 改变时,刷新当前活动的 tab
/** 当 activeTab 改变时,刷新当前活动的 tab */
watch(activeTab, () => {
handleQuery()
})
@ -170,7 +166,7 @@ const resetQuery = () => {
handleQuery()
}
// 加载部门树
/** 初始化 */
onMounted(async () => {
deptList.value = handleTree(await DeptApi.getSimpleDeptList())
userList.value = handleTree(await UserApi.getSimpleUserList())