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| import type { VbenFormSchema } from '#/adapter/form';
| import type { VxeTableGridOptions } from '#/adapter/vxe-table';
|
| import { DICT_TYPE } from '..\..\..\..\packages\constants\src';
| import { getDictOptions } from '..\..\..\..\packages\effects\hooks\src';
| import { useUserStore } from '..\..\..\..\packages\stores\src';
| import {
| beginOfDay,
| endOfDay,
| erpCalculatePercentage,
| formatDateTime,
| handleTree,
| } from '..\..\..\..\packages\utils\src';
|
| import { getSimpleDeptList } from '#/api/system/dept';
| import { getSimpleUserList } from '#/api/system/user';
| import { 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 [
| {
| 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))),
| ],
| },
| {
| fieldName: 'interval',
| label: '时间间隔',
| component: 'Select',
| componentProps: {
| allowClear: true,
| placeholder: '请选择时间间隔',
| 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,
| placeholder: '请选择归属部门',
| },
| defaultValue: userStore.userInfo?.deptId,
| },
| {
| fieldName: 'userId',
| label: '员工',
| component: 'ApiSelect',
| componentProps: {
| api: getSimpleUserList,
| labelField: 'nickname',
| valueField: 'id',
| placeholder: '请选择员工',
| allowClear: true,
| },
| },
| ];
| }
|
| /** 列表的字段 */
| 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 [];
| }
| }
| }
|
|
