CRM: 完善新增商机分析
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puhui999
259
src/views/crm/statistics/funnel/components/BusinessSummary.vue
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259
src/views/crm/statistics/funnel/components/BusinessSummary.vue
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<!-- 客户总量统计 -->
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<template>
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<!-- Echarts图 -->
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<el-card shadow="never">
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<el-skeleton :loading="loading" animated>
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<Echart :height="500" :options="echartsOption" />
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</el-skeleton>
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</el-card>
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<!-- 统计列表 -->
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<el-card class="mt-16px" shadow="never">
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<el-table v-loading="loading" :data="list">
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<el-table-column align="center" fixed="left" label="序号" type="index" width="80" />
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<el-table-column align="center" fixed="left" label="商机名称" prop="name" width="160">
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<template #default="scope">
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<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
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{{ scope.row.name }}
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</el-link>
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</template>
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</el-table-column>
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<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120">
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<template #default="scope">
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<el-link
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:underline="false"
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type="primary"
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@click="openCustomerDetail(scope.row.customerId)"
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>
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{{ scope.row.customerName }}
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</el-link>
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</template>
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</el-table-column>
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<el-table-column
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:formatter="erpPriceTableColumnFormatter"
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align="center"
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label="商机金额（元）"
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prop="totalPrice"
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width="140"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="预计成交日期"
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prop="dealTime"
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width="180px"
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/>
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<el-table-column align="center" label="备注" prop="remark" width="200" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="下次联系时间"
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prop="contactNextTime"
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width="180px"
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/>
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<el-table-column align="center" label="负责人" prop="ownerUserName" width="100px" />
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<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="最后跟进时间"
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prop="contactLastTime"
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width="180px"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="更新时间"
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prop="updateTime"
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width="180px"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="创建时间"
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prop="createTime"
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width="180px"
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/>
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<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
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<el-table-column
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align="center"
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fixed="right"
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label="商机状态组"
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prop="statusTypeName"
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width="140"
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/>
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<el-table-column
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align="center"
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fixed="right"
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label="商机阶段"
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prop="statusName"
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width="120"
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/>
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</el-table>
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<!-- 分页 -->
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<Pagination
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v-model:limit="queryParams0.pageSize"
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v-model:page="queryParams0.pageNo"
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:total="total"
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@pagination="getList"
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/>
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</el-card>
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</template>
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<script lang="ts" setup>
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import {
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CrmStatisticsBusinessSummaryByDateRespVO,
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StatisticFunnelApi
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} from '@/api/crm/statistics/funnel'
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import { EChartsOption } from 'echarts'
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import { erpPriceTableColumnFormatter } from '@/utils'
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import { dateFormatter } from '@/utils/formatTime'
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defineOptions({ name: 'BusinessSummary' })
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const props = defineProps<{ queryParams: any }>() // 搜索参数
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const queryParams0 = reactive({
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pageNo: 1,
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pageSize: 10
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})
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const loading = ref(false) // 加载中
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const list = ref([]) // 列表的数据
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const total = ref(0)
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/** 将传进来的值赋值给 formData */
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watch(
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() => props.queryParams,
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(data) => {
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if (!data) {
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return
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}
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const newObj = { ...queryParams0, ...data }
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Object.assign(queryParams0, newObj)
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},
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{
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immediate: true
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}
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)
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/** 柱状图配置：纵向 */
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const echartsOption = reactive<EChartsOption>({
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grid: {
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left: 30,
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right: 30, // 让 X 轴右侧显示完整
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bottom: 20,
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containLabel: true
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},
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legend: {},
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series: [
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{
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name: '新增商机数量',
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type: 'bar',
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yAxisIndex: 0,
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data: []
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},
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{
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name: '新增商机金额',
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type: 'bar',
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yAxisIndex: 1,
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data: []
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}
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],
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toolbox: {
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feature: {
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dataZoom: {
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xAxisIndex: false // 数据区域缩放：Y 轴不缩放
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},
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brush: {
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type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
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},
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saveAsImage: { show: true, name: '客户总量分析' } // 保存为图片
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}
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},
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tooltip: {
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trigger: 'axis',
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axisPointer: {
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type: 'shadow'
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}
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},
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yAxis: [
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{
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type: 'value',
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name: '新增商机数量',
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min: 0,
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minInterval: 1 // 显示整数刻度
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},
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{
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type: 'value',
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name: '新增商机金额',
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min: 0,
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minInterval: 1, // 显示整数刻度
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splitLine: {
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lineStyle: {
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type: 'dotted', // 右侧网格线虚化, 减少混乱
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opacity: 0.7
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}
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}
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}
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],
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xAxis: {
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type: 'category',
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name: '日期',
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data: []
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}
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}) as EChartsOption
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/** 获取数据并填充图表 */
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const fetchAndFill = async () => {
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// 1. 加载统计数据
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const businessSummaryByDate = await StatisticFunnelApi.getBusinessSummaryByDate(props.queryParams)
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// 2.1 更新 Echarts 数据
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if (echartsOption.xAxis && echartsOption.xAxis['data']) {
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echartsOption.xAxis['data'] = businessSummaryByDate.map(
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(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.time
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)
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}
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if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
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echartsOption.series[0]['data'] = businessSummaryByDate.map(
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(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.businessCreateCount
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)
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}
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if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
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echartsOption.series[1]['data'] = businessSummaryByDate.map(
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(s: CrmStatisticsBusinessSummaryByDateRespVO) => s.businessDealCount
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)
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}
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// 2.2 更新列表数据
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await getList()
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}
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/** 获取商机列表 */
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const getList = async () => {
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const data = await StatisticFunnelApi.getBusinessPageByDate(props.queryParams)
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list.value = data.list
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total.value = data.total
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}
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/** 打开客户详情 */
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const { push } = useRouter()
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const openDetail = (id: number) => {
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push({ name: 'CrmBusinessDetail', params: { id } })
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}
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/** 打开客户详情 */
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const openCustomerDetail = (id: number) => {
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push({ name: 'CrmCustomerDetail', params: { id } })
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}
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/** 获取统计数据 */
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const loadData = async () => {
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loading.value = true
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try {
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await fetchAndFill()
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} finally {
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loading.value = false
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}
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}
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defineExpose({ loadData })
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/** 初始化 */
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onMounted(() => {
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loadData()
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})
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</script>
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