CRM：优化【客户统计】的代码实现

2025-07-25 08:15:07 +08:00 · 2024-03-30 09:23:02 +08:00
parent 23150fcfc3
commit b51397fe19
6 changed files with 119 additions and 102 deletions
--- a/src/views/crm/statistics/customer/components/CustomerConversionStat.vue
+++ b/src/views/crm/statistics/customer/components/CustomerConversionStat.vue
@ -10,11 +10,39 @@
  <!-- 统计列表 -->
  <el-card shadow="never" class="mt-16px">
    <el-table v-loading="loading" :data="list">
-      <el-table-column label="序号" align="center" type="index" width="80" />
-      <el-table-column label="客户名称" align="center" prop="customerName" min-width="200" />
+      <el-table-column label="序号" align="center" type="index" width="80" fixed="left" />
+      <el-table-column
+        label="客户名称"
+        align="center"
+        prop="customerName"
+        min-width="200"
+        fixed="left"
+      />
      <el-table-column label="合同名称" align="center" prop="contractName" min-width="200" />
-      <el-table-column label="合同总金额" align="center" prop="totalPrice" min-width="200" />
-      <el-table-column label="回款金额" align="center" prop="receivablePrice" min-width="200" />
+      <el-table-column
+        label="合同总金额"
+        align="center"
+        prop="totalPrice"
+        min-width="200"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column
+        label="回款金额"
+        align="center"
+        prop="receivablePrice"
+        min-width="200"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column align="center" label="客户来源" prop="source" width="100">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="客户行业" prop="industryId" width="100">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="scope.row.industryId" />
+        </template>
+      </el-table-column>
      <el-table-column label="负责人" align="center" prop="ownerUserName" min-width="200" />
      <el-table-column label="创建人" align="center" prop="creatorUserName" min-width="200" />
      <el-table-column
@ -28,8 +56,9 @@
        label="下单日期"
        align="center"
        prop="orderDate"
-        :formatter="dateFormatter2"
+        :formatter="dateFormatter"
        min-width="200"
+        fixed="right"
      />
    </el-table>
  </el-card>
@ -41,7 +70,9 @@ import {
 } from '@/api/crm/statistics/customer'
 import { EChartsOption } from 'echarts'
 import { round } from 'lodash-es'
-import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import { dateFormatter } from '@/utils/formatTime'
+import { erpPriceTableColumnFormatter } from '@/utils'
+import { DICT_TYPE } from '@/utils/dict'

 defineOptions({ name: 'CustomerConversionStat' })
 const props = defineProps<{ queryParams: any }>() // 搜索参数
@ -97,6 +128,7 @@ const echartsOption = reactive<EChartsOption>({
 const loadData = async () => {
  // 1. 加载统计数据
  loading.value = true
+  // TODO @ddhb52：这里调用 StatisticsCustomerApi.getCustomerSummaryByDate 好像不太对？？？
  const customerCount = await StatisticsCustomerApi.getCustomerSummaryByDate(props.queryParams)
  const contractSummary = await StatisticsCustomerApi.getContractSummary(props.queryParams)
  // 2.1 更新 Echarts 数据
--- a/src/views/crm/statistics/customer/components/CustomerFollowUpSummary.vue
+++ b/src/views/crm/statistics/customer/components/CustomerFollowUpSummary.vue
@ -12,11 +12,11 @@
    <el-table v-loading="loading" :data="list">
      <el-table-column label="序号" align="center" type="index" width="80" />
      <el-table-column label="员工姓名" align="center" prop="ownerUserName" min-width="200" />
-      <el-table-column label="跟进次数" align="right" prop="followupRecordCount" min-width="200" />
+      <el-table-column label="跟进次数" align="right" prop="followUpRecordCount" min-width="200" />
      <el-table-column
        label="跟进客户数"
        align="right"
-        prop="followupCustomerCount"
+        prop="followUpCustomerCount"
        min-width="200"
      />
    </el-table>
@ -25,8 +25,8 @@
 <script setup lang="ts">
 import {
  StatisticsCustomerApi,
-  CrmStatisticsFollowupSummaryByDateRespVO,
-  CrmStatisticsFollowupSummaryByUserRespVO
+  CrmStatisticsFollowUpSummaryByDateRespVO,
+  CrmStatisticsFollowUpSummaryByUserRespVO
 } from '@/api/crm/statistics/customer'
 import { EChartsOption } from 'echarts'

@ -34,7 +34,7 @@ defineOptions({ name: 'CustomerFollowupSummary' })
 const props = defineProps<{ queryParams: any }>() // 搜索参数

 const loading = ref(false) // 加载中
-const list = ref<CrmStatisticsFollowupSummaryByUserRespVO[]>([]) // 列表的数据
+const list = ref<CrmStatisticsFollowUpSummaryByUserRespVO[]>([]) // 列表的数据

 /** 柱状图配置：纵向 */
 const echartsOption = reactive<EChartsOption>({
@ -89,30 +89,30 @@ const echartsOption = reactive<EChartsOption>({
 const loadData = async () => {
  // 1. 加载统计数据
  loading.value = true
-  const followupSummaryByDate = await StatisticsCustomerApi.getFollowupSummaryByDate(
+  const followUpSummaryByDate = await StatisticsCustomerApi.getFollowUpSummaryByDate(
    props.queryParams
  )
-  const followupSummaryByUser = await StatisticsCustomerApi.getFollowupSummaryByUser(
+  const followUpSummaryByUser = await StatisticsCustomerApi.getFollowUpSummaryByUser(
    props.queryParams
  )
  // 2.1 更新 Echarts 数据
  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
-    echartsOption.xAxis['data'] = followupSummaryByDate.map(
-      (s: CrmStatisticsFollowupSummaryByDateRespVO) => s.time
+    echartsOption.xAxis['data'] = followUpSummaryByDate.map(
+      (s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.time
    )
  }
  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
-    echartsOption.series[0]['data'] = followupSummaryByDate.map(
-      (s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupCustomerCount
+    echartsOption.series[0]['data'] = followUpSummaryByDate.map(
+      (s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.followUpCustomerCount
    )
  }
  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
-    echartsOption.series[1]['data'] = followupSummaryByDate.map(
-      (s: CrmStatisticsFollowupSummaryByDateRespVO) => s.followupRecordCount
+    echartsOption.series[1]['data'] = followUpSummaryByDate.map(
+      (s: CrmStatisticsFollowUpSummaryByDateRespVO) => s.followUpRecordCount
    )
  }
  // 2.2 更新列表数据
-  list.value = followupSummaryByUser
+  list.value = followUpSummaryByUser
  loading.value = false
 }
 defineExpose({ loadData })
--- a/src/views/crm/statistics/customer/components/CustomerFollowUpType.vue
+++ b/src/views/crm/statistics/customer/components/CustomerFollowUpType.vue
@ -11,8 +11,12 @@
  <el-card shadow="never" class="mt-16px">
    <el-table v-loading="loading" :data="list">
      <el-table-column label="序号" align="center" type="index" width="80" />
-      <el-table-column label="跟进方式" align="center" prop="followupType" min-width="200" />
-      <el-table-column label="个数" align="center" prop="followupRecordCount" min-width="200" />
+      <el-table-column label="跟进方式" align="center" prop="followUpType" min-width="200">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_FOLLOW_UP_TYPE" :value="scope.row.followUpType" />
+        </template>
+      </el-table-column>
+      <el-table-column label="个数" align="center" prop="followUpRecordCount" min-width="200" />
      <el-table-column label="占比(%)" align="center" prop="portion" min-width="200" />
    </el-table>
  </el-card>
@ -20,16 +24,17 @@
 <script setup lang="ts">
 import {
  StatisticsCustomerApi,
-  CrmStatisticsFollowupSummaryByTypeRespVO
+  CrmStatisticsFollowUpSummaryByTypeRespVO
 } from '@/api/crm/statistics/customer'
 import { EChartsOption } from 'echarts'
 import { round, sumBy } from 'lodash-es'
+import { DICT_TYPE, getDictLabel } from '@/utils/dict'

 defineOptions({ name: 'CustomerFollowupType' })
 const props = defineProps<{ queryParams: any }>() // 搜索参数

 const loading = ref(false) // 加载中
-const list = ref<CrmStatisticsFollowupSummaryByTypeRespVO[]>([]) // 列表的数据
+const list = ref<CrmStatisticsFollowUpSummaryByTypeRespVO[]>([]) // 列表的数据

 /** 饼图配置 */
 const echartsOption = reactive<EChartsOption>({
@ -71,27 +76,26 @@ const echartsOption = reactive<EChartsOption>({
 const loadData = async () => {
  // 1. 加载统计数据
  loading.value = true
-  const followupSummaryByType = await StatisticsCustomerApi.getFollowupSummaryByType(
+  const followUpSummaryByType = await StatisticsCustomerApi.getFollowUpSummaryByType(
    props.queryParams
  )
  // 2.1 更新 Echarts 数据
  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
-    echartsOption.series[0]['data'] = followupSummaryByType.map(
-      (r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
+    echartsOption.series[0]['data'] = followUpSummaryByType.map(
+      (row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
        return {
-          name: r.followupType,
-          value: r.followupRecordCount
+          name: getDictLabel(DICT_TYPE.CRM_FOLLOW_UP_TYPE, row.followUpType),
+          value: row.followUpRecordCount
        }
      }
    )
  }
  // 2.2 更新列表数据
-  const totalCount = sumBy(followupSummaryByType, 'followupRecordCount')
-  list.value = followupSummaryByType.map((r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
+  const totalCount = sumBy(followUpSummaryByType, 'followUpRecordCount')
+  list.value = followUpSummaryByType.map((row: CrmStatisticsFollowUpSummaryByTypeRespVO) => {
    return {
-      followupType: r.followupType,
-      followupRecordCount: r.followupRecordCount,
-      portion: round((r.followupRecordCount / totalCount) * 100, 2)
+      ...row,
+      portion: round((row.followUpRecordCount / totalCount) * 100, 2)
    }
  })
  loading.value = false