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feat(统计模式): 添加按月/按期统计切换功能并优化客户阶段显示

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- 在CenterOverview组件中添加统计模式切换按钮
- 实现统计模式切换逻辑并触发数据重新加载
- 优化SalesTimelineWithTaskList的客户阶段显示和计算逻辑
- 更新API调用参数以支持不同统计模式
- 调整样式和布局以适应新功能
This commit is contained in:
lbw_9527443
2025-08-26 11:34:50 +08:00
parent 87cc0e4976
commit 58c6ec1c53
7 changed files with 394 additions and 36 deletions
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2
my-vue-app/src/utils/https.js
View File

@@ -5,7 +5,7 @@ import { useUserStore } from '@/stores/user'
// 创建axios实例
const service = axios.create({
baseURL: 'http://192.168.15.53:8890' || '', // API基础路径，支持完整URL
baseURL: 'http://192.168.15.121:8890' || '', // API基础路径，支持完整URL
timeout: 100000, // 请求超时时间
headers: {
'Content-Type': 'application/json;charset=UTF-8'

10
my-vue-app/src/views/maneger/components/MemberDetails.vue
View File

@@ -165,23 +165,23 @@ const tooltip = reactive({
const metricDescriptions = {
totalCalls: {
title: '总通话次数计算方式',
description: '统计该成员在选定时间范围内的所有外呼和接听通话的总次数，包括有效通话和无效通话。'
description: '统计在选定时间范围内的所有外呼和接听通话的总次数，包括有效通话和无效通话。'
},
callTime: {
title: '通话时长计算方式',
description: '累计该成员所有有效通话的时长，以小时为单位显示，精确到小数点后一位。'
description: '累计所有有效通话的时长，以小时为单位显示，精确到小数点后一位。'
},
newClients: {
title: '新增客户计算方式',
description: '统计该成员在选定时间范围内新建档的客户数量，不包括重复录入的客户。'
description: '在选定时间范围内新建档的客户数量，不包括重复录入的客户。'
},
deals: {
title: '成交单数计算方式',
description: '统计该成员在选定时间范围内成功签约的订单数量，包括全款和定金订单。'
description: '在选定时间范围内成功签约的订单数量，包括全款和定金订单。'
},
conversionRate: {
title: '转化率计算方式',
description: '成交单数 ÷ 新增客户数 × 100%，反映该成员将潜在客户转化为成交客户的能力。'
description: '成交单数 ÷ 新增客户数 × 100%'
}
}

122
my-vue-app/src/views/person/components/SalesTimelineWithTaskList.vue
View File

@@ -25,9 +25,12 @@
<h3 class="stage-title">{{ stage.displayName || stage.name }}</h3>
<div class="stage-stats">
<span class="stage-count">{{ stage.name === '全部' ? customersCount : stage.count }}</span>
<span class="stage-label">位客户</span>
<span class="stage-label">位</span>
</div>
<div v-if="stage.name !== '全部'" class="stage-percentage">{{ getPercentage(stage.count) }}%</div>
<div class="stage-unName">
<span class="stage-unName" v-if="stage.unName">{{ stage.unName }}</span>
</div>
<div v-if="stage.name !== '全部'" class="stage-percentage">{{ getPercentage(stage.count, stage.id, stage.name) }}%</div>
</div>
</div>
</div>
@@ -217,6 +220,50 @@ const getStageCount = (stageType) => {
return props.payMoneyCustomersCount || (props.payMoneyCustomersList?.length || 0);
}
// 待填表单阶段：统计customer_occupation或customer_child_education字段为'未知'的客户数量
if (stageType === '待填表单') {
if (props.customersList?.length) {
return props.customersList.filter(customer => {
return (customer.customer_occupation === '未知' || !customer.customer_occupation) ||
(customer.customer_child_education === '未知' || !customer.customer_child_education);
}).length;
}
return props.data[stageType] || 0;
}
// 待到课阶段：统计没有到课数据的客户数量
if (stageType === '待到课') {
if (props.customersList?.length) {
return props.customersList.filter(customer => {
// 根据getAttendedLessons函数的逻辑判断是否为'未到课'
const classNum = customer.class_num;
const classSituation = customer.class_situation;
// 优先检查class_num字段
if (classNum && Array.isArray(classNum) && classNum.length > 0) {
return false; // 有class_num数据，不是待到课
}
// 检查class_situation字段
if (!classSituation) return true; // 没有class_situation，是待到课
if (Array.isArray(classSituation)) {
return classSituation.length === 0; // 空数组，是待到课
}
if (typeof classSituation === 'object') {
const lessonNumbers = Object.keys(classSituation)
.map(key => parseInt(key))
.filter(num => !isNaN(num));
return lessonNumbers.length === 0; // 没有有效的课程数据，是待到课
}
return true; // 其他情况默认为待到课
}).length;
}
return props.data[stageType] || 0;
}
// 课1-4阶段从courseCustomers获取数量
if (stageType === '课1-4' && props.courseCustomers?.['课1-4']) {
return props.courseCustomers['课1-4'].length;
@@ -258,11 +305,11 @@ const stages = computed(() => {
const stageList = [
{ id: 0, name: '全部', displayName: '全部', count: totalCount, color: '#f3f4f6' },
{ id: 1, name: '待加微', displayName: '待加微', count: getStageCount('待加微'), color: '#e3f2fd' },
{ id: 2, name: '待填表单', displayName: '待填表单', count: getStageCount('待填表单'), color: '#90caf9' },
{ id: 3, name: '待入群', displayName: '待入群', count: getStageCount('待入群'), color: '#bbdefb' },
{ id: 4, name: '待联系', displayName: '待联系', count: getStageCount('待联系'), color: '#bbdefb' },
{ id: 5, name: '待到课', displayName: '待到课', count: getStageCount('待到课'), color: '#bbdefb' },
{ id: 1, name: '待加微', displayName: '待加微', count: getStageCount('待加微'), color: '#e3f2fd' ,unName:'已加微'},
{ id: 2, name: '待填表单', displayName: '待填表单', count: getStageCount('待填表单'), color: '#90caf9' ,unName:'已填表单'},
{ id: 3, name: '待入群', displayName: '待入群', count: getStageCount('待入群'), color: '#bbdefb' ,unName:'已入群'},
{ id: 4, name: '待联系', displayName: '待联系', count: getStageCount('待联系'), color: '#bbdefb' ,unName:'已联系'},
{ id: 5, name: '待到课', displayName: '待到课', count: getStageCount('待到课'), color: '#bbdefb' ,unName:'已到课'},
{ id: 6, name: '课1', displayName: '课1', count: getStageCount('课1'), color: '#81c784' },
{ id: 7, name: '课2', displayName: '课2', count: getStageCount('课2'), color: '#64b5f6' },
{ id: 8, name: '课3', displayName: '课3', count: getStageCount('课3'), color: '#ffb74d' },
@@ -277,9 +324,31 @@ const stages = computed(() => {
});
const getPercentage = (count) => {
const getPercentage = (count, stageId, stageName) => {
if (totalCustomers.value === 0) return 0;
// 待填表单阶段特殊计算：(总数-有数据人数)/总数
if (stageName === '待填表单') {
return Math.round((totalCustomers.value - count) / totalCustomers.value * 100);
}
// 待到课阶段特殊计算：(总数-有到课数据人数)/总数
if (stageName === '待到课') {
return Math.round((totalCustomers.value - count) / totalCustomers.value * 100);
}
// 阶段1-5使用现在的算法（转化率）
if (stageId >= 1 && stageId <= 5) {
return Math.round((totalCustomers.value - count) / totalCustomers.value * 100);
}
// 阶段5-13使用直接数量除以总数
if (stageId >5 && stageId <= 13) {
return Math.round((count / totalCustomers.value) * 100);
}
// 其他阶段保持原有逻辑
return Math.round((totalCustomers.value - count) / totalCustomers.value * 100);
};
@@ -328,6 +397,40 @@ const selectStage = (stageName) => {
if (props.courseCustomers?.['课1-4']) {
filteredCustomers = props.courseCustomers['课1-4'].filter(customer => customer.type === stageName);
}
} else if (stageName === '待填表单') {
// 待填表单阶段：筛选customer_occupation或customer_child_education字段为'未知'的客户
filteredCustomers = props.customersList.filter(customer => {
return (customer.customer_occupation === '未知' || !customer.customer_occupation) ||
(customer.customer_child_education === '未知' || !customer.customer_child_education);
});
} else if (stageName === '待到课') {
// 待到课阶段：筛选没有到课数据的客户
filteredCustomers = props.customersList.filter(customer => {
// 根据getAttendedLessons函数的逻辑判断是否为'未到课'
const classNum = customer.class_num;
const classSituation = customer.class_situation;
// 优先检查class_num字段
if (classNum && Array.isArray(classNum) && classNum.length > 0) {
return false; // 有class_num数据，不是待到课
}
// 检查class_situation字段
if (!classSituation) return true; // 没有class_situation，是待到课
if (Array.isArray(classSituation)) {
return classSituation.length === 0; // 空数组，是待到课
}
if (typeof classSituation === 'object') {
const lessonNumbers = Object.keys(classSituation)
.map(key => parseInt(key))
.filter(num => !isNaN(num));
return lessonNumbers.length === 0; // 没有有效的课程数据，是待到课
}
return true; // 其他情况默认为待到课
});
} else {
// 前6个阶段从customersList中筛选
filteredCustomers = props.customersList.filter(customer => customer.type === stageName);
@@ -650,8 +753,9 @@ $indigo: #4f46e5;
.stage-content {
.stage-title {
font-size: 1rem;
color: $slate-800;
font-weight: 600;
font-weight: 500;
}
.stage-count {

98
my-vue-app/src/views/secondTop/components/CenterOverview.vue
View File

@@ -1,14 +1,28 @@
<template>
<div class="center-overview">
<div class="overview-header">
<h2>中心整体概览</h2>
<div class="stats-toggle">
<button
:class="['toggle-btn', { active: statsMode === 'monthly' }]"
@click="switchStatsMode('monthly')"
>
按月统计
</button>
<button
:class="['toggle-btn', { active: statsMode === 'period' }]"
@click="switchStatsMode('period')"
>
按期统计
</button>
</div>
</div>
<div class="overview-grid">
<div class="overview-card primary">
<div class="card-header">
<span class="card-title">
中心总业绩
<i
@mouseenter="showTooltip($event, 'centerPerformance')"
@mouseleave="hideTooltip">ⓘ</i>
<i @mouseenter="showTooltip($event, 'centerPerformance')" @mouseleave="hideTooltip">ⓘ</i>
</span>
<span class="card-trend positive">{{ props.overallData.CenterPerformance?.center_monthly_vs_previous_deals }} vs 上期</span>
</div>
@@ -100,9 +114,24 @@
</template>
<script setup>
import { reactive } from 'vue'
import { reactive, ref } from 'vue'
import Tooltip from '@/components/Tooltip.vue'
// 统计模式状态
const statsMode = ref('monthly') // 默认按月统计
// 定义emit事件
const emit = defineEmits(['update-check-type'])
// 切换统计模式
const switchStatsMode = (mode) => {
statsMode.value = mode
// 向父组件发送事件，修改CheckType的值
const checkTypeValue = mode === 'monthly' ? 'month' : 'period'
emit('update-check-type', checkTypeValue)
console.log('切换统计模式:', mode, '发送CheckType值:', checkTypeValue)
}
// 中心整体概览组件
const props = defineProps({
overallData: {
@@ -352,8 +381,69 @@ const hideTooltip = () => {
}
}
// 切换按钮样式
.overview-header {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 1.5rem;
h2 {
margin: 0;
color: #1e293b;
font-size: 1.5rem;
font-weight: 600;
}
.stats-toggle {
display: flex;
background: #f1f5f9;
border-radius: 8px;
padding: 4px;
gap: 2px;
.toggle-btn {
padding: 8px 16px;
border: none;
background: transparent;
color: #64748b;
font-size: 0.875rem;
font-weight: 500;
border-radius: 6px;
cursor: pointer;
transition: all 0.2s ease;
&:hover {
background: #e2e8f0;
color: #475569;
}
&.active {
background: #ffffff;
color: #0f172a;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.1);
}
}
}
}
// 移动端适配
@media (max-width: 768px) {
.overview-header {
flex-direction: column;
align-items: flex-start;
gap: 1rem;
.stats-toggle {
align-self: stretch;
.toggle-btn {
flex: 1;
text-align: center;
}
}
}
.center-overview {
padding: 1rem;

54
my-vue-app/src/views/secondTop/secondTop.vue
View File

@@ -39,7 +39,7 @@
<!-- Top Section - Center Overview and Action Items -->
<div class="top-section">
<!-- Center Performance Overview -->
<CenterOverview :overall-data="overallCenterPerformance" />
<CenterOverview :overall-data="overallCenterPerformance" @update-check-type="updateCheckType" />
<!-- Action Items (Compact) -->
<div class="action-items-compact">
@@ -181,6 +181,7 @@
const router = useRouter();
// 用户store实例
const userStore = useUserStore();
const CheckType = ref('month')
// 营期调控逻辑
// This would ideally come from a prop or API call based on the logged-in user
const centerData = ref({
@@ -417,7 +418,10 @@ const centerData = ref({
const params = getRequestParams()
const hasParams = params.user_name
try {
const res = await getOverallCenterPerformance(hasParams ? params : undefined)
const res = await getOverallCenterPerformance(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
if (res.code === 200) {
overallCenterPerformance.value.CenterPerformance = res.data
}
@@ -430,7 +434,10 @@ const centerData = ref({
const params = getRequestParams()
const hasParams = params.user_name
try {
const res = await getTotalGroupCount(hasParams ? params : undefined)
const res = await getTotalGroupCount(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
if (res.code === 200) {
overallCenterPerformance.value.TotalGroupCount = res.data
}
@@ -443,7 +450,10 @@ const centerData = ref({
const params = getRequestParams()
const hasParams = params.user_name
try {
const res = await getCenterConversionRate(hasParams ? params : undefined)
const res = await getCenterConversionRate(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
if (res.code === 200) {
overallCenterPerformance.value.CenterConversionRate = res.data
}
@@ -456,7 +466,10 @@ const centerData = ref({
const params = getRequestParams()
const hasParams = params.user_name
try {
const res = await getTotalCallCount(hasParams ? params : undefined)
const res = await getTotalCallCount(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
if (res.code === 200) {
overallCenterPerformance.value.TotalCallCount = res.data
}
@@ -469,7 +482,10 @@ const centerData = ref({
const params = getRequestParams()
const hasParams = params.user_name
try {
const res = await getNewCustomer(hasParams ? params : undefined)
const res = await getNewCustomer(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
if (res.code === 200) {
overallCenterPerformance.value.NewCustomer = res.data
}
@@ -482,7 +498,10 @@ const centerData = ref({
const params = getRequestParams()
const hasParams = params.user_name
try {
const res = await getDepositConversionRate(hasParams ? params : undefined)
const res = await getDepositConversionRate(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
if (res.code === 200) {
overallCenterPerformance.value.DepositConversionRate = res.data
}
@@ -773,6 +792,27 @@ const conversionRateVsAverage = ref({})
}
})
// 更新CheckType并重新获取数据
const updateCheckType = async (newValue) => {
CheckType.value = newValue
console.log('CheckType已更新为:', newValue)
// 重新调用相关API函数
isLoading.value = true
try {
await CenterOverallCenterPerformance()
await CenterTotalGroupCount()
await CenterConversionRate()
await CenterTotalCallCount()
await CenterNewCustomer()
await CenterDepositConversionRate()
} catch (error) {
console.error('重新获取数据失败:', error)
} finally {
isLoading.value = false
}
}
// 工具提示状态
const tooltip = reactive({
visible: false,

84
my-vue-app/src/views/senorManger/components/CenterOverview.vue
View File

@@ -1,6 +1,22 @@
<template>
<div class="center-overview">
<div class="overview-header">
<h2>整体概览</h2>
<div class="stats-toggle">
<button
:class="['toggle-btn', { active: statsMode === 'monthly' }]"
@click="switchStatsMode('monthly')"
>
按月统计
</button>
<button
:class="['toggle-btn', { active: statsMode === 'period' }]"
@click="switchStatsMode('period')"
>
按期统计
</button>
</div>
</div>
<div class="overview-grid">
<div class="overview-card primary">
<div class="card-header">
@@ -87,9 +103,24 @@
</template>
<script setup>
import { computed, reactive } from 'vue'
import { computed, reactive, ref } from 'vue'
import Tooltip from '@/components/Tooltip.vue'
// 统计模式状态
const statsMode = ref('monthly') // 默认按月统计
// 定义emit事件
const emit = defineEmits(['update-check-type'])
// 切换统计模式
const switchStatsMode = (mode) => {
statsMode.value = mode
// 向父组件发送事件，修改CheckType的值
const checkTypeValue = mode === 'monthly' ? 'month' : 'period'
emit('update-check-type', checkTypeValue)
console.log('切换统计模式:', mode, '发送CheckType值:', checkTypeValue)
}
// 中心整体概览组件
const props = defineProps({
overallTeamPerformance: {
@@ -193,6 +224,44 @@ const hideTooltip = () => {
padding: 0.5rem;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.1);
.overview-header {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 1rem;
.stats-toggle {
display: flex;
background: #f8fafc;
border-radius: 8px;
padding: 4px;
gap: 2px;
.toggle-btn {
padding: 8px 16px;
border: none;
background: transparent;
border-radius: 6px;
font-size: 0.875rem;
font-weight: 500;
color: #64748b;
cursor: pointer;
transition: all 0.2s ease;
&:hover {
background: #e2e8f0;
color: #475569;
}
&.active {
background: #3b82f6;
color: white;
box-shadow: 0 1px 2px rgba(0, 0, 0, 0.1);
}
}
}
}
h2 {
font-size: 1.3rem;
font-weight: 600;
@@ -365,6 +434,19 @@ const hideTooltip = () => {
.center-overview {
padding: 1rem;
.overview-header {
flex-direction: column;
align-items: flex-start;
gap: 1rem;
.stats-toggle {
.toggle-btn {
padding: 6px 12px;
font-size: 0.8rem;
}
}
}
.overview-grid {
grid-template-columns: repeat(2, 1fr);
gap: 0.75rem;

54
my-vue-app/src/views/senorManger/seniorManager.vue
View File

@@ -18,6 +18,7 @@
<CenterOverview
style="height: 330px;"
:overallTeamPerformance="overallTeamPerformance"
@update-check-type="updateCheckType"
/>
<div class="action-items-compact">
<TeamAlerts style="height: 300px;" :abnormalData="teamAlerts" />
@@ -175,6 +176,29 @@ const averageResponseTime = ref(15)
const timeoutResponseRate = ref(5)
const severeTimeoutRate = ref(2)
const formCompletionRate = ref(90)
const CheckType = ref('month')
// 更新CheckType的方法
const updateCheckType = async (newValue) => {
CheckType.value = newValue
console.log('CheckType已更新为:', newValue)
// 重新获取所有使用CheckType的数据
try {
isLoading.value = true
await fetchOverallTeamPerformance()
await fetchActiveGroups()
await fetchConversionRate()
await fetchTotalCallCount()
await fetchNewCustomers()
await fetchDepositConversions()
console.log('数据已根据新的统计模式重新加载')
} catch (error) {
console.error('重新加载数据失败:', error)
} finally {
isLoading.value = false
}
}
const userStore = useUserStore()
// 路由实例
@@ -216,7 +240,10 @@ async function fetchOverallTeamPerformance() {
const hasParams = params.user_name
// 团队总业绩
try {
const response = await getOverallTeamPerformance(hasParams ? params : undefined)
const response = await getOverallTeamPerformance(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
overallTeamPerformance.value.totalPerformance = response.data
} catch (error) {
console.error('获取整体概览数据失败:', error)
@@ -227,7 +254,10 @@ async function fetchActiveGroups() {
const params = getRequestParams()
const hasParams = params.user_name
try {
const response = await getTotalGroupCount(hasParams ? params : undefined)
const response = await getTotalGroupCount(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
overallTeamPerformance.value.activeGroups = response.data
console.log('活跃组数:', response.data)
@@ -240,7 +270,10 @@ async function fetchConversionRate() {
const params = getRequestParams()
const hasParams = params.user_name
try {
const response = await getConversionRate(hasParams ? params : undefined)
const response = await getConversionRate(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
overallTeamPerformance.value.conversionRate = response.data
} catch (error) {
console.error('获取团队转化率失败:', error)
@@ -251,7 +284,10 @@ async function fetchTotalCallCount() {
const params = getRequestParams()
const hasParams = params.user_name
try {
const response = await getTotalCallCount(hasParams ? params : undefined)
const response = await getTotalCallCount(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
overallTeamPerformance.value.totalCalls = response.data
} catch (error) {
console.error('获取通话次数失败:', error)
@@ -262,7 +298,10 @@ async function fetchNewCustomers() {
const params = getRequestParams()
const hasParams = params.user_name
try {
const response = await getNewCustomer(hasParams ? params : undefined)
const response = await getNewCustomer(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
overallTeamPerformance.value.newCustomers = response.data
} catch (error) {
console.error('获取新增客户失败:', error)
@@ -273,7 +312,10 @@ async function fetchDepositConversions() {
const params = getRequestParams()
const hasParams = params.user_name
try {
const response = await getDepositConversionRate(hasParams ? params : undefined)
const response = await getDepositConversionRate(hasParams ? {
...params,
check_type: CheckType.value
} : {check_type: CheckType.value})
overallTeamPerformance.value.depositConversions = response.data
console.log(99888999,response.data)