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feat: crm statistics customer

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This commit is contained in:
xingyu4j
2025-06-22 19:43:31 +08:00
parent f5f28380db
commit b2310b226c
4 changed files with 997 additions and 142 deletions
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381
apps/web-antd/src/views/crm/statistics/customer/data.ts
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@@ -16,6 +16,41 @@ import { DICT_TYPE, getDictOptions, getRangePickerDefaultProps } from '#/utils';
const userStore = useUserStore();
export const customerSummaryTabs = [
{
tab: '客户总量分析',
key: 'customerSummary',
},
{
tab: '客户跟进次数分析',
key: 'followUpSummary',
},
{
tab: '客户跟进方式分析',
key: 'followUpType',
},
{
tab: '客户转化率分析',
key: 'conversionStat',
},
{
tab: '公海客户分析',
key: 'poolSummary',
},
{
tab: '员工客户成交周期分析',
key: 'dealCycleByUser',
},
{
tab: '地区客户成交周期分析',
key: 'dealCycleByArea',
},
{
tab: '产品客户成交周期分析',
key: 'dealCycleByProduct',
},
];
/** 列表的搜索表单 */
export function useGridFormSchema(): VbenFormSchema[] {
return [
@@ -72,64 +107,290 @@ export function useGridFormSchema(): VbenFormSchema[] {
}
/** 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);
},
},
];
export function useGridColumns(
activeTabName: any,
): VxeTableGridOptions['columns'] {
switch (activeTabName) {
case 'conversionStat': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'customerName',
title: '客户名称',
minWidth: 100,
},
{
field: 'contractName',
title: '合同名称',
minWidth: 200,
},
{
field: 'totalPrice',
title: '合同总金额',
minWidth: 200,
formatter: 'formatAmount2',
},
{
field: 'receivablePrice',
title: '回款金额',
minWidth: 200,
formatter: 'formatAmount2',
},
{
field: 'source',
title: '客户来源',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
},
},
{
field: 'industryId',
title: '客户行业',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
},
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 200,
},
{
field: 'creatorUserName',
title: '创建人',
minWidth: 200,
},
{
field: 'createTime',
title: '创建时间',
minWidth: 200,
formatter: 'formatDateTime',
},
{
field: 'orderDate',
title: '下单日期',
minWidth: 200,
formatter: 'formatDateTime',
},
];
}
case 'customerSummary': {
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,
);
},
},
];
}
case 'dealCycleByArea': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'areaName',
title: '区域',
minWidth: 200,
},
{
field: 'customerDealCycle',
title: '成交周期(天)',
minWidth: 200,
},
{
field: 'customerDealCount',
title: '成交客户数',
minWidth: 200,
},
];
}
case 'dealCycleByProduct': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'productName',
title: '产品名称',
minWidth: 200,
},
{
field: 'customerDealCycle',
title: '成交周期(天)',
minWidth: 200,
},
{
field: 'customerDealCount',
title: '成交客户数',
minWidth: 200,
},
];
}
case 'dealCycleByUser': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'ownerUserName',
title: '日期',
minWidth: 200,
},
{
field: 'customerDealCycle',
title: '成交周期(天)',
minWidth: 200,
},
{
field: 'customerDealCount',
title: '成交客户数',
minWidth: 200,
},
];
}
case 'followUpSummary': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'ownerUserName',
title: '员工姓名',
minWidth: 200,
},
{
field: 'followUpRecordCount',
title: '跟进次数',
minWidth: 200,
},
{
field: 'followUpCustomerCount',
title: '跟进客户数',
minWidth: 200,
},
];
}
case 'followUpType': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'followUpType',
title: '跟进方式',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_FOLLOW_UP_TYPE },
},
},
{
field: 'followUpRecordCount',
title: '个数',
minWidth: 200,
},
{
field: 'portion',
title: '占比(%)',
minWidth: 200,
},
];
}
case 'poolSummary': {
return [
{
type: 'seq',
title: '序号',
},
{
field: 'ownerUserName',
title: '员工姓名',
minWidth: 200,
},
{
field: 'customerPutCount',
title: '进入公海客户数',
minWidth: 200,
},
{
field: 'customerTakeCount',
title: '公海领取客户数',
minWidth: 200,
},
];
}
default: {
return [];
}
}
}