feat: crm summary

2025-06-21 19:45:31 +08:00
parent f15be6eade
commit 223c3e7a8a
3 changed files with 322 additions and 35 deletions
--- a/apps/web-antd/src/views/crm/statistics/customer/data.ts
+++ b/apps/web-antd/src/views/crm/statistics/customer/data.ts
@@ -0,0 +1,135 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { useUserStore } from '@vben/stores';
+import {
+  beginOfDay,
+  endOfDay,
+  erpCalculatePercentage,
+  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();
+
+/** 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 useSummaryGridColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      type: 'seq',
+      title: '序号',
+    },
+    {
+      field: 'ownerUserName',
+      title: '员工姓名',
+      minWidth: 100,
+    },
+    {
+      field: 'customerCreateCount',
+      title: '新增客户数',
+      minWidth: 200,
+    },
+    {
+      field: 'customerDealCount',
+      title: '成交客户数',
+      minWidth: 200,
+    },
+    {
+      field: 'customerDealRate',
+      title: '客户成交率(%)',
+      minWidth: 200,
+      formatter: ({ row }) => {
+        return erpCalculatePercentage(
+          row.customerDealCount,
+          row.customerCreateCount,
+        );
+      },
+    },
+    {
+      field: 'contractPrice',
+      title: '合同总金额',
+      minWidth: 200,
+      formatter: 'formatAmount2',
+    },
+    {
+      field: 'receivablePrice',
+      title: '回款金额',
+      minWidth: 200,
+      formatter: 'formatAmount2',
+    },
+    {
+      field: 'creceivablePrice',
+      title: '未回款金额',
+      minWidth: 200,
+      formatter: ({ row }) => {
+        return erpCalculatePercentage(row.receivablePrice, row.contractPrice);
+      },
+    },
+    {
+      field: 'ccreceivablePrice',
+      title: '回款完成率(%)',
+      formatter: ({ row }) => {
+        return erpCalculatePercentage(row.receivablePrice, row.contractPrice);
+      },
+    },
+  ];
+}