!419 feat: 客户成交周期分析(按区域、按产品)

Merge pull request !419 from dhb52/dev

src/api/crm/statistics/customer.ts

@@ -67,6 +67,18 @@ export interface CrmStatisticsCustomerDealCycleByUserRespVO {
   customerDealCount: number
 }
 
+export interface CrmStatisticsCustomerDealCycleByAreaRespVO {
+  areaName: string
+  customerDealCycle: number
+  customerDealCount: number
+}
+
+export interface CrmStatisticsCustomerDealCycleByProductRespVO {
+  productName: string
+  customerDealCycle: number
+  customerDealCount: number
+}
+
 // 客户分析 API
 export const StatisticsCustomerApi = {
   // 1.1 客户总量分析(按日期)
@@ -138,5 +150,19 @@ export const StatisticsCustomerApi = {
       url: '/crm/statistics-customer/get-customer-deal-cycle-by-user',
       params
     })
+  },
+  // 6.2 获取客户成交周期(按用户)
+  getCustomerDealCycleByArea: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-deal-cycle-by-area',
+      params
+    })
+  },
+  // 6.2 获取客户成交周期(按用户)
+  getCustomerDealCycleByProduct: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-deal-cycle-by-product',
+      params
+    })
   }
 }

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

@@ -0,0 +1,153 @@
+<!-- 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="区域" align="center" prop="areaName" 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,
+  CrmStatisticsCustomerDealCycleByAreaRespVO
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+
+defineOptions({ name: 'CustomerDealCycleByArea' })
+
+const props = defineProps<{ queryParams: any }>() // 搜索参数
+
+const loading = ref(false) // 加载中
+const list = ref<CrmStatisticsCustomerDealCycleByAreaRespVO[]>([]) // 列表的数据
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 40, // 让 X 轴右侧显示完整
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '成交周期(天)',
+      type: 'bar',
+      data: [],
+      yAxisIndex: 0
+    },
+    {
+      name: '成交客户数',
+      type: 'bar',
+      data: [],
+      yAxisIndex: 1
+    }
+  ],
+  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: '成交周期(天)',
+      min: 0,
+      minInterval: 1 // 显示整数刻度
+    },
+    {
+      type: 'value',
+      name: '成交客户数',
+      min: 0,
+      minInterval: 1, // 显示整数刻度
+      splitLine: {
+        lineStyle: {
+          type: 'dotted', // 右侧网格线虚化, 减少混乱
+          opacity: 0.7
+        }
+      }
+    }
+  ],
+  xAxis: {
+    type: 'category',
+    name: '区域',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取数据并填充图表 */
+const fetchAndFill = async () => {
+  // 1. 加载统计数据
+  const customerDealCycleByArea = (
+    await StatisticsCustomerApi.getCustomerDealCycleByArea(props.queryParams)
+  ).map((s: CrmStatisticsCustomerDealCycleByAreaRespVO) => {
+    return {
+      areaName: s.areaName,
+      customerDealCycle: s.customerDealCycle,
+      customerDealCount: s.customerDealCount
+    }
+  })
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = customerDealCycleByArea.map(
+      (s: CrmStatisticsCustomerDealCycleByAreaRespVO) => s.areaName
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = customerDealCycleByArea.map(
+      (s: CrmStatisticsCustomerDealCycleByAreaRespVO) => s.customerDealCycle
+    )
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = customerDealCycleByArea.map(
+      (s: CrmStatisticsCustomerDealCycleByAreaRespVO) => s.customerDealCount
+    )
+  }
+  // 2.2 更新列表数据
+  list.value = customerDealCycleByArea
+}
+
+/** 获取统计数据 */
+const loadData = async () => {
+  loading.value = true
+  try {
+    await fetchAndFill()
+  } finally {
+    loading.value = false
+  }
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>

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

@@ -0,0 +1,153 @@
+<!-- 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="产品名称" align="center" prop="productName" 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,
+  CrmStatisticsCustomerDealCycleByProductRespVO
+} from '@/api/crm/statistics/customer'
+import { EChartsOption } from 'echarts'
+
+defineOptions({ name: 'CustomerDealCycleByProduct' })
+
+const props = defineProps<{ queryParams: any }>() // 搜索参数
+
+const loading = ref(false) // 加载中
+const list = ref<CrmStatisticsCustomerDealCycleByProductRespVO[]>([]) // 列表的数据
+
+/** 柱状图配置：纵向 */
+const echartsOption = reactive<EChartsOption>({
+  grid: {
+    left: 20,
+    right: 40, // 让 X 轴右侧显示完整
+    bottom: 20,
+    containLabel: true
+  },
+  legend: {},
+  series: [
+    {
+      name: '成交周期(天)',
+      type: 'bar',
+      data: [],
+      yAxisIndex: 0
+    },
+    {
+      name: '成交客户数',
+      type: 'bar',
+      data: [],
+      yAxisIndex: 1
+    }
+  ],
+  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: '成交周期(天)',
+      min: 0,
+      minInterval: 1 // 显示整数刻度
+    },
+    {
+      type: 'value',
+      name: '成交客户数',
+      min: 0,
+      minInterval: 1, // 显示整数刻度
+      splitLine: {
+        lineStyle: {
+          type: 'dotted', // 右侧网格线虚化, 减少混乱
+          opacity: 0.7
+        }
+      }
+    }
+  ],
+  xAxis: {
+    type: 'category',
+    name: '产品名称',
+    data: []
+  }
+}) as EChartsOption
+
+/** 获取数据并填充图表 */
+const fetchAndFill = async () => {
+  // 1. 加载统计数据
+  const customerDealCycleByProduct = (
+    await StatisticsCustomerApi.getCustomerDealCycleByProduct(props.queryParams)
+  ).map((s: CrmStatisticsCustomerDealCycleByProductRespVO) => {
+    return {
+      productName: s.productName ?? '未知',
+      customerDealCycle: s.customerDealCount,
+      customerDealCount: s.customerDealCount
+    }
+  })
+  // 2.1 更新 Echarts 数据
+  if (echartsOption.xAxis && echartsOption.xAxis['data']) {
+    echartsOption.xAxis['data'] = customerDealCycleByProduct.map(
+      (s: CrmStatisticsCustomerDealCycleByProductRespVO) => s.productName
+    )
+  }
+  if (echartsOption.series && echartsOption.series[0] && echartsOption.series[0]['data']) {
+    echartsOption.series[0]['data'] = customerDealCycleByProduct.map(
+      (s: CrmStatisticsCustomerDealCycleByProductRespVO) => s.customerDealCycle
+    )
+  }
+  if (echartsOption.series && echartsOption.series[1] && echartsOption.series[1]['data']) {
+    echartsOption.series[1]['data'] = customerDealCycleByProduct.map(
+      (s: CrmStatisticsCustomerDealCycleByProductRespVO) => s.customerDealCount
+    )
+  }
+  // 2.2 更新列表数据
+  list.value = customerDealCycleByProduct
+}
+
+/** 获取统计数据 */
+const loadData = async () => {
+  loading.value = true
+  try {
+    await fetchAndFill()
+  } finally {
+    loading.value = false
+  }
+}
+defineExpose({ loadData })
+
+/** 初始化 */
+onMounted(() => {
+  loadData()
+})
+</script>

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

@@ -30,7 +30,7 @@ import {
 } from '@/api/crm/statistics/customer'
 import { EChartsOption } from 'echarts'
 
-defineOptions({ name: 'CustomerDealCycle' })
+defineOptions({ name: 'CustomerDealCycleByUser' })
 
 const props = defineProps<{ queryParams: any }>() // 搜索参数
 

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

@@ -102,8 +102,14 @@
         <CustomerPoolSummary ref="customerPoolSummaryRef" :query-params="queryParams" />
       </el-tab-pane>
       <!-- 成交周期分析 -->
-      <el-tab-pane label="成交周期分析" lazy name="dealCycle">
-        <CustomerDealCycle ref="dealCycleRef" :query-params="queryParams" />
+      <el-tab-pane label="员工客户成交周期分析" lazy name="dealCycleByUser">
+        <CustomerDealCycleByUser ref="dealCycleByUserRef" :query-params="queryParams" />
+      </el-tab-pane>
+      <el-tab-pane label="地区客户成交周期分析" lazy name="dealCycleByArea">
+        <CustomerDealCycleByArea ref="dealCycleByAreaRef" :query-params="queryParams" />
+      </el-tab-pane>
+      <el-tab-pane label="产品客户成交周期分析" lazy name="dealCycleByProduct">
+        <CustomerDealCycleByProduct ref="dealCycleByProductRef" :query-params="queryParams" />
       </el-tab-pane>
     </el-tabs>
   </el-col>
@@ -117,7 +123,9 @@ import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 import { beginOfDay, defaultShortcuts, endOfDay, formatDate } from '@/utils/formatTime'
 import { defaultProps, handleTree } from '@/utils/tree'
 import CustomerConversionStat from './components/CustomerConversionStat.vue'
-import CustomerDealCycle from './components/CustomerDealCycle.vue'
+import CustomerDealCycleByUser from './components/CustomerDealCycleByUser.vue'
+import CustomerDealCycleByArea from './components/CustomerDealCycleByArea.vue'
+import CustomerDealCycleByProduct from './components/CustomerDealCycleByProduct.vue'
 import CustomerFollowUpSummary from './components/CustomerFollowUpSummary.vue'
 import CustomerFollowUpType from './components/CustomerFollowUpType.vue'
 import CustomerSummary from './components/CustomerSummary.vue'
@@ -153,7 +161,9 @@ const followUpSummaryRef = ref() // 2. 客户跟进次数分析
 const followUpTypeRef = ref() // 3. 客户跟进方式分析
 const conversionStatRef = ref() // 4. 客户转化率分析
 const customerPoolSummaryRef = ref() // 5. 客户公海分析
-const dealCycleRef = ref() // 6. 成交周期分析
+const dealCycleByUserRef = ref() // 6. 成交周期分析(按员工)
+const dealCycleByAreaRef = ref() // 7. 成交周期分析(按地区)
+const dealCycleByProductRef = ref() // 8. 成交周期分析(按产品)
 
 /** 搜索按钮操作 */
 const handleQuery = () => {
@@ -173,8 +183,14 @@ const handleQuery = () => {
     case 'poolSummary': // 公海客户分析
       customerPoolSummaryRef.value?.loadData?.()
       break
-    case 'dealCycle': // 成交周期分析
-      dealCycleRef.value?.loadData?.()
+    case 'dealCycleByUser': // 成交周期分析
+      dealCycleByUserRef.value?.loadData?.()
+      break
+    case 'dealCycleByArea': // 成交周期分析
+      dealCycleByAreaRef.value?.loadData?.()
+      break
+    case 'dealCycleByProduct': // 成交周期分析
+      dealCycleByProductRef.value?.loadData?.()
       break
   }
 }