fear: CRM统计: 个人看板; 违规明细
Lei OT
2 months ago
parent
ccbd0be1cd
commit
a02fa37f17
@ -1,69 +0,0 @@
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import React, { useContext, useState } from 'react';
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import { observer } from 'mobx-react';
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import { stores_Context } from '../config';
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import moment from 'moment';
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import { SlackOutlined, SketchOutlined, AntCloudOutlined, RedditOutlined, GithubOutlined } from '@ant-design/icons';
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import { Row, Col, Table, Select, Space, Typography, Progress, Spin, Divider, Button, Switch } from 'antd';
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import SearchForm from './../components/search/SearchForm';
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export default observer((props) => {
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const { sale_store, date_picker_store: searchFormStore } = useContext(stores_Context);
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const { formValues, siderBroken } = searchFormStore;
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const riskTableProps = {
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loading: false,
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// sticky: true,
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// scroll: { x: 1000, y: 400 },
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pagination: false,
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columns: [
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{ title: '客人姓名', dataIndex: 'WebCode', key: 'WebCode' },
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{ title: '团号', dataIndex: 'o_id', key: 'o_id' },
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{ title: '表单内容', dataIndex: 'COLI_LineClass', key: 'COLI_LineClass' },
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{ title: '顾问', dataIndex: 'SourceType', key: 'SourceType' },
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{ title: '预定时间', dataIndex: 'applyDate', key: 'applyDate' },
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],
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};
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return (
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<>
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<Row gutter={16} className={siderBroken ? '' : 'sticky-top'}>
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<Col md={24} lg={24} xxl={24}>
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<SearchForm
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defaultValue={{
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initialValue: {
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...formValues,
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...sale_store.searchValues,
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},
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shows: ['DepartmentList', 'WebCode', 'dates'],
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fieldProps: {
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DepartmentList: { show_all: false, mode: 'multiple', col: 5 },
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WebCode: { show_all: false, mode: 'multiple', col: 5 },
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dates: { hide_vs: true },
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},
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}}
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onSubmit={(_err, obj, form, str) => {
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sale_store.setSearchValues(obj, form);
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// pageRefresh(obj);
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}}
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/>
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</Col>
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</Row>
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<section>
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<h3>>24H回复</h3>
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<Table {...riskTableProps} bordered />
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</section>
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<section>
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<h3>首次报价周期>48h</h3>
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<Table {...riskTableProps} bordered />
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</section>
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<section>
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<h3>报价次数<1</h3>
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<Table {...riskTableProps} bordered />
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</section>
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<section>
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<h3>报价次数<2</h3>
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<Table {...riskTableProps} bordered />
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</section>
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</>
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);
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});
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@ -0,0 +1,397 @@
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import React, { useContext, useEffect } from 'react';
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import { NavLink, useParams } from 'react-router-dom';
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import { observer } from 'mobx-react';
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import { stores_Context, DATE_FORMAT, SMALL_DATETIME_FORMAT } from '../../config';
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import { InfoCircleOutlined } from '@ant-design/icons';
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import { Row, Col, Table, Divider, Button, Popover, Tooltip } from 'antd';
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import { fixTo2Decimals } from '../../utils/commons';
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import MixFieldsDetail from '../../components/MixFieldsDetail';
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const COLOR_SETS = [
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'#FFFFFF',
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// "#5B8FF9",
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// "#FF6B3B",
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'#9FB40F',
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'#76523B',
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'#DAD5B5',
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'#E19348',
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'#F383A2',
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];
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const transparentHex = '1A';
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const percentageRender = (val) => (val ? `${val}%` : '');
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const numberConvert10K = (number, scale = 10) => {
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return fixTo2Decimals((number/(1000*scale)));
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};
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const retPropsMinRatesSet = { 'CH': 12, 'AH': 8, 'default': 10 }; //
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export default observer((props) => {
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const { opisn, opi_name } = useParams();
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const { sale_store, SalesCRMDataStore, date_picker_store: searchFormStore } = useContext(stores_Context);
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const { formValues, siderBroken } = searchFormStore;
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const { searchValues, searchValuesToSub, resetData, results, process, risk } = SalesCRMDataStore;
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useEffect(() => {
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Promise.allSettled([
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// 结果指标
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SalesCRMDataStore.get90n180Data({ opisn, groupType: 'operator', groupDateType: '' }),
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// 结果: 全年业绩
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SalesCRMDataStore.getResultData({
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opisn,
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Date1: searchValues.date.clone().startOf('year').format(DATE_FORMAT),
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Date2: searchValues.date.clone().endOf('year').format(SMALL_DATETIME_FORMAT),
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groupType: 'overview',
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// groupType: 'operator',
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groupDateType: 'month',
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}),
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// 过程
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SalesCRMDataStore.getProcessData({ opisn, groupType: 'operator', groupDateType: '' }),
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// 违规明细
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SalesCRMDataStore.getRiskDetailData({ opisn }),
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]);
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}, [opisn]);
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const dataFields = (suffix, colRootIndex) => [
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{
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key: 'ConfirmRates' + suffix,
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title: '成行率',
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dataIndex: [suffix, 'ConfirmRates'],
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width: '5em',
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// CH个人成行率<12%, AH个人成行率<8%刷红
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render: (val, r) => ({
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props: { style: { color: val < (retPropsMinRatesSet?.[r?.retProps || 'default'] || retPropsMinRatesSet.default) ? 'red' : 'green', backgroundColor: COLOR_SETS[colRootIndex]+transparentHex } },
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children: val ? `${val}%` : '',
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}),
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sorter: (a, b) => (a.groupType === 'overview' ? -1 : b.groupType === 'overview' ? 0 : a[suffix].ConfirmRates - b[suffix].ConfirmRates),
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},
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{
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key: 'SumML' + suffix,
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title: '业绩/万',
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dataIndex: [suffix, 'SumML'],
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width: '5em',
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render: (_, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[colRootIndex]+transparentHex } },
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children: numberConvert10K(_),
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}),
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sorter: (a, b) => (a.groupType === 'overview' ? -1 : b.groupType === 'overview' ? 0 : a[suffix].SumML - b[suffix].SumML),
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},
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{
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key: 'ConfirmOrder' + suffix,
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title: '团数',
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dataIndex: [suffix, 'ConfirmOrder'],
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width: '5em',
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render: (_, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[colRootIndex]+transparentHex } },
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children: _,
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}),
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sorter: (a, b) => (a.groupType === 'overview' ? -1 : b.groupType === 'overview' ? 0 : a[suffix].ConfirmOrder - b[suffix].ConfirmOrder),
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},
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{
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key: 'SumOrder' + suffix,
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title: '订单数',
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dataIndex: [suffix, 'SumOrder'],
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width: '5em',
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render: (_, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[colRootIndex]+transparentHex } },
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children: _,
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}),
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sorter: (a, b) => (a.groupType === 'overview' ? -1 : b.groupType === 'overview' ? 0 : a[suffix].SumOrder - b[suffix].SumOrder),
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},
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{
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key: 'ResumeOrder' + suffix,
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title: '老客户团数',
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dataIndex: [suffix, 'ResumeOrder'],
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width: '5em',
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render: (_, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[colRootIndex]+transparentHex } },
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children: _,
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}),
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sorter: (a, b) => (a.groupType === 'overview' ? -1 : b.groupType === 'overview' ? 0 : a[suffix].ResumeOrder - b[suffix].ResumeOrder),
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},
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{
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key: 'ResumeRates' + suffix,
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title: '老客户成行率',
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dataIndex: [suffix, 'ResumeRates'],
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width: '5em',
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render: (val, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[colRootIndex]+transparentHex } },
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children: val ? `${val}%` : ''
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}),
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sorter: (a, b) => (a.groupType === 'overview' ? -1 : b.groupType === 'overview' ? 0 : a[suffix].ResumeRates - b[suffix].ResumeRates),
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},
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];
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const dashboardTableProps = {
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rowKey: 'groupsKey',
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pagination: false,
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size: 'small',
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showSorterTooltip: false,
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columns: [
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{
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title: '',
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dataIndex: 'groupsLabel',
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key: 'name',
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width: '5em',
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},
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{
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title: () => (<>前90 -30天<br/>{searchValues.date90.Date1} 至 {searchValues.date90.Date2}</>),
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key: 'date',
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children: dataFields('result90', 0),
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},
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{
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title: () => (<>前180 -50天<br/>{searchValues.date180.Date1} 至 {searchValues.date180.Date2}</>),
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key: 'department',
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children: dataFields('result180', 1),
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},
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],
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rowClassName: (record, rowIndex) => {
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return record.groupType === 'overview' ? 'ant-tag-blue' : '';
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},
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};
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const activityTableProps = {
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rowKey: 'groupsKey',
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pagination: false,
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size: 'small',
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rowClassName: (record, rowIndex) => {
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return record.groupType === 'operator' ? '' : 'ant-tag-blue';
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},
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showSorterTooltip: false,
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columns: [
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{ title: '', dataIndex: 'groupsLabel', key: 'groupsLabel', width: '6rem' }, // 维度: 顾问
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{
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title: '顾问动作',
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key: 'date',
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children: [
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{
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title: () => (
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<>
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首次响应率24H{' '}
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<Tooltip title="达到24H内回复的订单数/总订单数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'firstTouch24',
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key: 'firstTouch24',
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render: percentageRender,
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},
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{
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title: () => (
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<>
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48H内报价率{' '}
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<Tooltip title="达到48H内报价的订单数/总订单数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'firstQuote48',
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key: 'firstQuote48',
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render: percentageRender,
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},
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{
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title: () => (
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<>
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一次报价率{' '}
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<Tooltip title="首次报价的订单数/总订单数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'quote1',
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key: 'quote1',
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render: percentageRender,
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},
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{
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title: () => (
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<>
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二次报价率{' '}
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<Tooltip title="二次报价的订单数/一次报价后回复数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'quote2',
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key: 'quote2',
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render: percentageRender,
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},
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{
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title: () => (
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<>
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>50条会话{' '}
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<Tooltip title=">50条会话的订单数/总订单">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'turnsGT50',
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key: 'turnsGT50',
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render: percentageRender,
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},
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{
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title: () => (
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<>
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违规数{' '}
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<Tooltip title="未遵循24H回复的订单数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'violations',
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key: 'violations',
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},
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],
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},
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{
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title: '客人回复',
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key: 'department',
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children: [
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{
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title: () => (
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<>
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首次回复率24H{' '}
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<Tooltip title="达到24H内回复的订单数/总订单数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'firstReply24',
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key: 'firstReply24',
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render: (_, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[1] + transparentHex } },
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children: percentageRender(_),
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}),
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},
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{
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title: () => (
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<>
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48H内报价回复率{' '}
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<Tooltip title="48H内报价后的回复数/报价的订单数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'replyQuote48',
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key: 'replyQuote48',
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render: (_, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[1] + transparentHex } },
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children: percentageRender(_),
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}),
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},
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{
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title: () => (
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<>
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一次报价回复率{' '}
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<Tooltip title="一次报价后回复率/订单总数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'replyQuote1',
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key: 'replyQuote1',
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render: (_, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[1] + transparentHex } },
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children: percentageRender(_),
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}),
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},
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{
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title: () => (
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<>
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二次报价回复率{' '}
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<Tooltip title="二次报价后回复数/一次报价后回复数">
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<InfoCircleOutlined />
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</Tooltip>
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</>
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),
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dataIndex: 'replyQuote2',
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key: 'replyQuote2',
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render: (_, r) => ({
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props: { style: { backgroundColor: COLOR_SETS[1] + transparentHex } },
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children: percentageRender(_),
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}),
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},
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],
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},
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],
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};
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const riskTableProps = {
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loading: risk.loading,
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sticky: true,
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// scroll: { x: 1000, y: 400 },
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pagination: false,
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rowKey: (row) => row.coli_id,
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columns: [
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{ title: '客人姓名', dataIndex: 'guest_name', key: 'guest_name', width: '6rem' },
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{ title: '团号', dataIndex: 'coli_id', key: 'coli_id', width: '6rem' },
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{
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title: '表单内容',
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dataIndex: 'coli_contents',
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key: 'coli_contents',
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width: '6rem',
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render: (text, record) => (
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<Popover
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title={`${record.coli_id} ${record.guest_name}`}
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content={<pre dangerouslySetInnerHTML={{ __html: text }} style={{ whiteSpace: 'pre-wrap', wordWrap: 'break-word' }} />}
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trigger={['click']}
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placement="right"
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overlayStyle={{ width: '500px', maxHeight: '500px' }}
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autoAdjustOverflow={false}
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>
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<Button type="link" size="small">
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表单内容
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</Button>
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</Popover>
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),
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},
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{ title: '顾问', dataIndex: 'opi_name', key: 'opi_name', width: '6rem' },
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{ title: '预定时间', dataIndex: 'coli_applydate', key: 'coli_applydate', width: '6rem' },
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],
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};
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const chartsConfig = {
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colFields: ['ConfirmOrder', 'SumOrder'],
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lineFields: ['SumML', 'ConfirmRates'],
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seriesField: null,
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xField: 'groupDateVal',
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};
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return (
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<>
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<Row gutter={16} className={siderBroken ? '' : 'sticky-top'}>
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<Col md={24} lg={12} xxl={14}>
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<NavLink to={-1}>返回</NavLink>
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</Col>
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</Row>
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<section>
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<h2>结果指标 @ {searchValues.date.format(DATE_FORMAT)}</h2>
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<Table {...dashboardTableProps} bordered dataSource={results[`operator_${opisn}`]} loading={results.loading} sticky />
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</section>
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<section>
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<h3>全年每月业绩 @ {searchValues.date.format('YYYY')}</h3>
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<MixFieldsDetail {...chartsConfig} dataSource={results[`operator_byDate_${opisn}`] || []} />
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</section>
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<Divider />
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<section>
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<h2>过程指标 @ {searchValuesToSub.Date1} 至 {searchValuesToSub.Date2}</h2>
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<Table {...activityTableProps} bordered dataSource={process[`operator_${opisn}`]} loading={process.loading} sticky />
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</section>
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<section>
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<h2>违规明细</h2>
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<h3>>24H回复</h3>
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<Table {...riskTableProps} bordered dataSource={risk.byLostType?.lostTouch24 || []} />
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</section>
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<section>
|
||||
<h3>首次报价周期>48h</h3>
|
||||
<Table {...riskTableProps} bordered dataSource={risk.byLostType?.lostQuote48 || []} />
|
||||
</section>
|
||||
<section>
|
||||
<h3>报价次数<1</h3>
|
||||
<Table {...riskTableProps} bordered dataSource={risk.byLostType?.lostQuote1 || []} />
|
||||
</section>
|
||||
<section>
|
||||
<h3>报价次数<2</h3>
|
||||
<Table {...riskTableProps} bordered dataSource={risk.byLostType?.lostQuote2 || []} />
|
||||
</section>
|
||||
</>
|
||||
);
|
||||
});
|
||||
Loading…
Reference in New Issue