!394 feat: CRM/数据统计/员工客户分析 初稿

Merge pull request !394 from dhb52/dev

src/api/crm/statistics/customer.ts

@@ -0,0 +1,116 @@
+import request from '@/config/axios'
+
+export interface CrmStatisticsCustomerSummaryByDateRespVO {
+  time: string
+  customerCreateCount: number
+  customerDealCount: number
+}
+
+export interface CrmStatisticsCustomerSummaryByUserRespVO {
+  ownerUserName: string
+  customerCreateCount: number
+  customerDealCount: number
+  contractPrice: number
+  receivablePrice: number
+}
+
+export interface CrmStatisticsFollowupSummaryByDateRespVO {
+  time: string
+  followupRecordCount: number
+  followupCustomerCount: number
+}
+
+export interface CrmStatisticsFollowupSummaryByUserRespVO {
+  ownerUserName: string
+  followupRecordCount: number
+  followupCustomerCount: number
+}
+
+export interface CrmStatisticsFollowupSummaryByTypeRespVO {
+  followupType: string
+  followupRecordCount: number
+}
+
+export interface CrmStatisticsCustomerContractSummaryRespVO {
+  customerName: string
+  contractName: string
+  totalPrice: number
+  receivablePrice: number
+  customerType: string
+  customerSource: string
+  ownerUserName: string
+  creatorUserName: string
+  createTime: Date
+  orderDate: Date
+}
+
+export interface CrmStatisticsCustomerDealCycleByDateRespVO {
+  time: string
+  customerDealCycle: number
+}
+
+export interface CrmStatisticsCustomerDealCycleByUserRespVO {
+  ownerUserName: string
+  customerDealCycle: number
+  customerDealCount: number
+}
+
+// 客户分析 API
+export const StatisticsCustomerApi = {
+  // 1.1 客户总量分析(按日期)
+  getCustomerSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-summary-by-date',
+      params
+    })
+  },
+  // 1.2 客户总量分析(按用户)
+  getCustomerSummaryByUser: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-summary-by-user',
+      params
+    })
+  },
+  // 2.1 客户跟进次数分析(按日期)
+  getFollowupSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-followup-summary-by-date',
+      params
+    })
+  },
+  // 2.2 客户跟进次数分析(按用户)
+  getFollowupSummaryByUser: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-followup-summary-by-user',
+      params
+    })
+  },
+  // 3.1 获取客户跟进方式统计数
+  getFollowupSummaryByType: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-followup-summary-by-type',
+      params
+    })
+  },
+  // 4.1 合同摘要信息(客户转化率页面)
+  getContractSummary: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-contract-summary',
+      params
+    })
+  },
+  // 5.1 获取客户成交周期(按日期)
+  getCustomerDealCycleByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-deal-cycle-by-date',
+      params
+    })
+  },
+  // 5.2 获取客户成交周期(按用户)
+  getCustomerDealCycleByUser: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-deal-cycle-by-user',
+      params
+    })
+  }
+}

src/views/crm/statistics/customer/components/CustomerConversionStat.vue

@@ -0,0 +1,130 @@
+<!-- 客户转化率分析 -->
+<template>
+  <!-- Echarts图 -->
+  <el-card shadow="never">
+    <el-skeleton :loading="loading" animated>
+      <Echart :height="500" :options="echartsOption" />
+    </el-skeleton>
+  </el-card>
+
+  <!-- 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="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="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
+        label="创建时间"
+        align="center"
+        prop="createTime"
+        :formatter="dateFormatter"
+        min-width="200"
+      />
+      <el-table-column
+        label="下单日期"
+        align="center"
+        prop="orderDate"
+        :formatter="dateFormatter2"
+        min-width="200"
+      />
+    </el-table>
+  </el-card>
+</template>
+<script setup lang="ts">
+import {
+  StatisticsCustomerApi,
+  CrmStatisticsCustomerSummaryByDateRespVO
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+import { round } from 'lodash-es'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+
+defineOptions({ name: 'CustomerConversionStat' })
+const props = defineProps<{ queryParams: any }>() // 搜索参数
+
+const loading = ref(false) // 加载中
+const list = ref<CrmStatisticsCustomerSummaryByDateRespVO[]>([]) // 列表的数据
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '客户转化率',
+      type: 'line',
+      data: []
+    }
+  ],
+  toolbox: {
+    feature: {
+      dataZoom: {
+        xAxisIndex: false // 数据区域缩放：Y 轴不缩放
+      },
+      brush: {
+        type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
+      },
+      saveAsImage: { show: true, name: '客户转化率分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: {
+    type: 'value',
+    name: '转化率(%)'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+const loadData = async () => {
+  // 1. 加载统计数据
+  loading.value = true
+  const customerCount = await StatisticsCustomerApi.getCustomerSummaryByDate(props.queryParams)
+  const contractSummary = await StatisticsCustomerApi.getContractSummary(props.queryParams)
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = customerCount.map(
+      (s: CrmStatisticsCustomerSummaryByDateRespVO) => s.time
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = customerCount.map(
+      (item: CrmStatisticsCustomerSummaryByDateRespVO) => {
+        return {
+          name: item.time,
+          value: item.customerCreateCount
+            ? round((item.customerDealCount / item.customerCreateCount) * 100, 2)
+            : 0
+        }
+      }
+    )
+  }
+  // 2.2 更新列表数据
+  list.value = contractSummary
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>

src/views/crm/statistics/customer/components/CustomerDealCycle.vue

@@ -0,0 +1,127 @@
+<!-- 成交周期分析 -->
+<template>
+  <!-- Echarts图 -->
+  <el-card shadow="never">
+    <el-skeleton :loading="loading" animated>
+      <Echart :height="500" :options="echartsOption" />
+    </el-skeleton>
+  </el-card>
+
+  <!-- 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="日期" align="center" prop="ownerUserName" min-width="200" />
+      <el-table-column
+        label="成交周期(天)"
+        align="center"
+        prop="customerDealCycle"
+        min-width="200"
+      />
+      <el-table-column label="成交客户数" align="center" prop="customerDealCount" min-width="200" />
+    </el-table>
+  </el-card>
+</template>
+<script setup lang="ts">
+import {
+  StatisticsCustomerApi,
+  CrmStatisticsCustomerDealCycleByDateRespVO,
+  CrmStatisticsCustomerSummaryByDateRespVO,
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+
+defineOptions({ name: 'CustomerDealCycle' })
+const props = defineProps<{ queryParams: any }>() // 搜索参数
+
+const loading = ref(false) // 加载中
+const list = ref<CrmStatisticsCustomerDealCycleByDateRespVO[]>([]) // 列表的数据
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '成交周期(天)',
+      type: 'bar',
+      data: []
+    },
+    {
+      name: '成交客户数',
+      type: 'bar',
+      data: []
+    }
+  ],
+  toolbox: {
+    feature: {
+      dataZoom: {
+        xAxisIndex: false // 数据区域缩放：Y 轴不缩放
+      },
+      brush: {
+        type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
+      },
+      saveAsImage: { show: true, name: '成交周期分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: {
+    type: 'value',
+    name: '数量（个）'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+const loadData = async () => {
+  // 1. 加载统计数据
+  loading.value = true
+  const customerDealCycleByDate = await StatisticsCustomerApi.getCustomerDealCycleByDate(
+    props.queryParams
+  )
+    const customerSummaryByDate = await StatisticsCustomerApi.getCustomerSummaryByDate(
+    props.queryParams
+  )
+  const customerDealCycleByUser = await StatisticsCustomerApi.getCustomerDealCycleByUser(
+    props.queryParams
+  )
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = customerDealCycleByDate.map(
+      (s: CrmStatisticsCustomerDealCycleByDateRespVO) => s.time
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = customerDealCycleByDate.map(
+      (s: CrmStatisticsCustomerDealCycleByDateRespVO) => s.customerDealCycle
+    )
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = customerSummaryByDate.map(
+      (s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerDealCount
+    )
+  }
+  // 2.2 更新列表数据
+  list.value = customerDealCycleByUser
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>

src/views/crm/statistics/customer/components/CustomerFollowupSummary.vue

@@ -0,0 +1,124 @@
+<!-- 客户跟进次数分析 -->
+<template>
+  <!-- Echarts图 -->
+  <el-card shadow="never">
+    <el-skeleton :loading="loading" animated>
+      <Echart :height="500" :options="echartsOption" />
+    </el-skeleton>
+  </el-card>
+
+  <!-- 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="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="跟进客户数"
+        align="right"
+        prop="followupCustomerCount"
+        min-width="200"
+      />
+    </el-table>
+  </el-card>
+</template>
+<script setup lang="ts">
+import {
+  StatisticsCustomerApi,
+  CrmStatisticsFollowupSummaryByDateRespVO,
+  CrmStatisticsFollowupSummaryByUserRespVO
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+
+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
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '跟进客户数',
+      type: 'bar',
+      data: []
+    },
+    {
+      name: '跟进次数',
+      type: 'bar',
+      data: []
+    }
+  ],
+  toolbox: {
+    feature: {
+      dataZoom: {
+        xAxisIndex: false // 数据区域缩放：Y 轴不缩放
+      },
+      brush: {
+        type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
+      },
+      saveAsImage: { show: true, name: '客户跟进次数分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: {
+    type: 'value',
+    name: '数量（个）'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+const loadData = async () => {
+  // 1. 加载统计数据
+  loading.value = true
+  const followupSummaryByDate = await StatisticsCustomerApi.getFollowupSummaryByDate(
+    props.queryParams
+  )
+  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
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    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
+    )
+  }
+  // 2.2 更新列表数据
+  list.value = followupSummaryByUser
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>

src/views/crm/statistics/customer/components/CustomerFollowupType.vue

@@ -0,0 +1,105 @@
+<!-- 客户跟进方式分析 -->
+<template>
+  <!-- Echarts图 -->
+  <el-card shadow="never">
+    <el-skeleton :loading="loading" animated>
+      <Echart :height="500" :options="echartsOption" />
+    </el-skeleton>
+  </el-card>
+
+  <!-- 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="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="占比(%)" align="center" prop="portion" min-width="200" />
+    </el-table>
+  </el-card>
+</template>
+<script setup lang="ts">
+import {
+  StatisticsCustomerApi,
+  CrmStatisticsFollowupSummaryByTypeRespVO
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+import { round, sumBy } from 'lodash-es'
+
+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
+
+/** 饼图配置 */
+const echartsOption = reactive<EChartsOption>({
+  title: {
+    text: '客户跟进方式分析',
+    left: 'center'
+  },
+  legend: {
+    orient: 'vertical',
+    left: 'left'
+  },
+  tooltip: {
+    trigger: 'item',
+    formatter: '{b} : {c}% '
+  },
+  toolbox: {
+    feature: {
+      saveAsImage: { show: true, name: '客户跟进方式分析' } // 保存为图片
+    }
+  },
+  series: [
+    {
+      name: '跟进方式',
+      type: 'pie',
+      radius: '50%',
+      data: [],
+      emphasis: {
+        itemStyle: {
+          shadowBlur: 10,
+          shadowOffsetX: 0,
+          shadowColor: 'rgba(0, 0, 0, 0.5)'
+        }
+      }
+    }
+  ]
+}) as EChartsOption
+
+/** 获取统计数据 */
+const loadData = async () => {
+  // 1. 加载统计数据
+  loading.value = true
+  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) => {
+        return {
+          name: r.followupType,
+          value: r.followupRecordCount
+        }
+      }
+    )
+  }
+  // 2.2 更新列表数据
+  const totalCount = sumBy(followupSummaryByType, 'followupRecordCount')
+  list.value = followupSummaryByType.map((r: CrmStatisticsFollowupSummaryByTypeRespVO) => {
+    return {
+      followupType: r.followupType,
+      followupRecordCount: r.followupRecordCount,
+      portion: round((r.followupRecordCount / totalCount) * 100, 2)
+    }
+  })
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>

src/views/crm/statistics/customer/components/CustomerSummary.vue

@@ -0,0 +1,150 @@
+<!-- 客户统计 -->
+<template>
+  <!-- Echarts图 -->
+  <el-card shadow="never">
+    <el-skeleton :loading="loading" animated>
+      <Echart :height="500" :options="echartsOption" />
+    </el-skeleton>
+  </el-card>
+
+  <!-- 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="员工姓名" prop="ownerUserName" min-width="100" />
+      <el-table-column
+        label="新增客户数"
+        align="right"
+        prop="customerCreateCount"
+        min-width="200"
+      />
+      <el-table-column label="成交客户数" align="right" prop="customerDealCount" min-width="200" />
+      <el-table-column label="客户成交率(%)" align="right" min-width="200">
+        <template #default="scope">
+          {{
+            scope.row.customerCreateCount !== 0
+              ? round((scope.row.customerDealCount / scope.row.customerCreateCount) * 100, 2)
+              : 0
+          }}
+        </template>
+      </el-table-column>
+      <el-table-column label="合同总金额" align="right" prop="contractPrice" min-width="200" />
+      <el-table-column label="回款金额" align="right" prop="receivablePrice" min-width="200" />
+      <el-table-column label="未回款金额" align="right" min-width="200">
+        <template #default="scope">
+          {{ round(scope.row.contractPrice - scope.row.receivablePrice, 2) }}
+        </template>
+      </el-table-column>
+      <el-table-column label="回款完成率(%)" align="right" min-width="200">
+        <template #default="scope">
+          {{
+            scope.row.contractPrice !== 0
+              ? round((scope.row.receivablePrice / scope.row.contractPrice) * 100, 2)
+              : 0
+          }}
+        </template>
+      </el-table-column>
+    </el-table>
+  </el-card>
+</template>
+<script setup lang="ts">
+import {
+  StatisticsCustomerApi,
+  CrmStatisticsCustomerSummaryByDateRespVO,
+  CrmStatisticsCustomerSummaryByUserRespVO
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+import { round } from 'lodash-es'
+
+defineOptions({ name: 'CustomerSummary' })
+const props = defineProps<{ queryParams: any }>() // 搜索参数
+
+const loading = ref(false) // 加载中
+const list = ref<CrmStatisticsCustomerSummaryByUserRespVO[]>([]) // 列表的数据
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 20,
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '新增客户数',
+      type: 'bar',
+      data: []
+    },
+    {
+      name: '成交客户数',
+      type: 'bar',
+      data: []
+    }
+  ],
+  toolbox: {
+    feature: {
+      dataZoom: {
+        xAxisIndex: false // 数据区域缩放：Y 轴不缩放
+      },
+      brush: {
+        type: ['lineX', 'clear'] // 区域缩放按钮、还原按钮
+      },
+      saveAsImage: { show: true, name: '客户总量分析' } // 保存为图片
+    }
+  },
+  tooltip: {
+    trigger: 'axis',
+    axisPointer: {
+      type: 'shadow'
+    }
+  },
+  yAxis: {
+    type: 'value',
+    name: '数量（个）'
+  },
+  xAxis: {
+    type: 'category',
+    name: '日期',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取统计数据 */
+const loadData = async () => {
+  // 1. 加载统计数据
+  loading.value = true
+  const customerSummaryByDate = await StatisticsCustomerApi.getCustomerSummaryByDate(
+    props.queryParams
+  )
+  const customerSummaryByUser = await StatisticsCustomerApi.getCustomerSummaryByUser(
+    props.queryParams
+  )
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = customerSummaryByDate.map(
+      (s: CrmStatisticsCustomerSummaryByDateRespVO) => s.time
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = customerSummaryByDate.map(
+      (s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerCreateCount
+    )
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = customerSummaryByDate.map(
+      (s: CrmStatisticsCustomerSummaryByDateRespVO) => s.customerDealCount
+    )
+  }
+  // 2.2 更新列表数据
+  list.value = customerSummaryByUser
+  loading.value = false
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>

src/views/crm/statistics/customer/index.vue

@@ -0,0 +1,165 @@
+<!-- 数据统计 - 员工客户分析 -->
+<template>
+  <ContentWrap>
+    <!-- 搜索工作栏 -->
+    <el-form
+      class="-mb-15px"
+      :model="queryParams"
+      ref="queryFormRef"
+      :inline="true"
+      label-width="68px"
+    >
+      <el-form-item label="时间范围" prop="orderDate">
+        <el-date-picker
+          v-model="queryParams.times"
+          :shortcuts="defaultShortcuts"
+          class="!w-240px"
+          end-placeholder="结束日期"
+          start-placeholder="开始日期"
+          type="daterange"
+          value-format="YYYY-MM-DD HH:mm:ss"
+          :default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
+        />
+      </el-form-item>
+      <el-form-item label="归属部门" prop="deptId">
+        <el-tree-select
+          v-model="queryParams.deptId"
+          :data="deptList"
+          :props="defaultProps"
+          check-strictly
+          node-key="id"
+          placeholder="请选择归属部门"
+          @change="queryParams.userId = undefined"
+        />
+      </el-form-item>
+      <el-form-item label="员工" prop="userId">
+        <el-select v-model="queryParams.userId" class="!w-240px" placeholder="员工" clearable>
+          <el-option
+            v-for="(user, index) in userListByDeptId"
+            :label="user.nickname"
+            :value="user.id"
+            :key="index"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item>
+        <el-button @click="handleQuery"> <Icon icon="ep:search" class="mr-5px" /> 搜索 </el-button>
+        <el-button @click="resetQuery"> <Icon icon="ep:refresh" class="mr-5px" /> 重置 </el-button>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+
+  <!-- 客户统计 -->
+  <el-col>
+    <el-tabs v-model="activeTab">
+      <!-- 客户总量分析 -->
+      <el-tab-pane label="客户总量分析" name="customerSummary" lazy>
+        <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>
+      <!-- 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>
+      <!-- 客户转化率分析 -->
+      <el-tab-pane label="客户转化率分析" name="conversionStat" lazy>
+        <CustomerConversionStat :query-params="queryParams" ref="conversionStatRef" />
+      </el-tab-pane>
+      <!-- 成交周期分析 -->
+      <el-tab-pane label="成交周期分析" name="dealCycle" lazy>
+        <CustomerDealCycle :query-params="queryParams" ref="dealCycleRef" />
+      </el-tab-pane>
+    </el-tabs>
+  </el-col>
+</template>
+
+<script lang="ts" setup>
+import * as DeptApi from '@/api/system/dept'
+import * as UserApi from '@/api/system/user'
+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 CustomerConversionStat from './components/CustomerConversionStat.vue'
+import CustomerDealCycle from './components/CustomerDealCycle.vue'
+
+defineOptions({ name: 'CrmStatisticsCustomer' })
+
+const queryParams = reactive({
+  deptId: useUserStore().getUser.deptId,
+  userId: undefined,
+  times: [
+    // 默认显示最近一周的数据
+    formatDate(beginOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24 * 7))),
+    formatDate(endOfDay(new Date(new Date().getTime() - 3600 * 1000 * 24)))
+  ]
+})
+
+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
+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
+// 缺 crm_owner_record 表
+// 6.成交周期分析
+const dealCycleRef = ref()
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  switch (activeTab.value) {
+    case 'customerSummary':
+      customerSummaryRef.value?.loadData?.()
+      break
+    case 'followupSummary':
+      followupSummaryRef.value?.loadData?.()
+      break
+    case 'followupType':
+      followupTypeRef.value?.loadData?.()
+      break
+    case 'conversionStat':
+      conversionStatRef.value?.loadData?.()
+      break
+    case 'dealCycle':
+      dealCycleRef.value?.loadData?.()
+      break
+  }
+}
+
+// 当 activeTab 改变时，刷新当前活动的 tab
+watch(activeTab, () => {
+  handleQuery()
+})
+
+/** 重置按钮操作 */
+const resetQuery = () => {
+  queryFormRef.value.resetFields()
+  handleQuery()
+}
+
+// 加载部门树
+onMounted(async () => {
+  deptList.value = handleTree(await DeptApi.getSimpleDeptList())
+  userList.value = handleTree(await UserApi.getSimpleUserList())
+})
+</script>