0302-海宁管户报表优化+客群代码初稿

ruoyi-ui/.gitignore

@@ -21,6 +21,4 @@ selenium-debug.log
 
 dist.zip
 package-lock.json
-yarn.lock
-
-vue.config.js
+yarn.lock

ruoyi-ui/src/api/gridSearch/accountManageReport/index.js

@@ -14,4 +14,12 @@ export function gridCmpmCustManagerResult(data) {
     method: 'get',
     params: data
   })
+}
+
+// 获取管户报表星级列表
+export function getCustLevelList() {
+  return request({
+    url: '/grid/cmpm/custManager/custLevel/list',
+    method: 'get'
+  })
 }

ruoyi-ui/src/views/gridSearch/accountManageReport/index.vue

@@ -1,12 +1,13 @@
 <template>
   <div>
+    <!-- 统计卡片 -->
     <div :gutter="24" class="sum-box">
         <el-card class="box-card">
             <div class="my-span-checklist-title">
                 总资产余额
             </div>
             <div class="my-span-checklist-main">
-                <span>{{ cardInfo.custAumBal }}</span>
+                <span>{{ formatYi(cardInfo.custAumBal) }}</span>
             </div>
         </el-card>
         <el-card class="box-card">
@@ -14,7 +15,7 @@
                 总资产余额较上月变动
             </div>
             <div class="my-span-checklist-main">
-                <span>{{ cardInfo.aumBalCompLm }}</span>
+                <span>{{ formatYi(cardInfo.aumBalCompLm) }}</span>
             </div>
         </el-card>
         <el-card class="box-card">
@@ -22,7 +23,7 @@
                 总资产余额月日均
             </div>
             <div class="my-span-checklist-main">
-                <span>{{ cardInfo.custAumMonthAvg }}</span>
+                <span>{{ formatYi(cardInfo.custAumMonthAvg) }}</span>
             </div>
         </el-card>
         <el-card class="box-card">
@@ -66,6 +67,33 @@
             </div>
         </el-card>
     </div>
+
+    <!-- 搜索区域 -->
+    <el-form :model="queryParams" ref="queryForm" size="small" :inline="true" label-width="90px">
+      <el-form-item label="客户星级" prop="custLevel">
+        <el-select v-model="queryParams.custLevel" placeholder="请选择" clearable style="width: 150px">
+          <el-option
+            v-for="level in custLevelOptions"
+            :key="level"
+            :label="level"
+            :value="level"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="星级状态" prop="statusType">
+        <el-select v-model="queryParams.statusType" placeholder="请选择" clearable style="width: 150px">
+          <el-option label="本月" value="current" />
+          <el-option label="上月" value="last" />
+          <el-option label="上升" value="rise" />
+          <el-option label="下降" value="fall" />
+        </el-select>
+      </el-form-item>
+      <el-form-item>
+        <el-button type="primary" icon="el-icon-search" size="mini" @click="handleQuery">查询</el-button>
+        <el-button icon="el-icon-refresh" size="mini" @click="resetQuery">重置</el-button>
+      </el-form-item>
+    </el-form>
+
     <el-card class="header-statics" style="display: none">
     <ul class="statics-cnt">
       <li>
@@ -122,7 +150,7 @@
 </template>
 
 <script>
-import { gridCmpmCustManagerList, gridCmpmCustManagerResult } from '@/api/gridSearch/accountManageReport/index'
+import { gridCmpmCustManagerList, gridCmpmCustManagerResult, getCustLevelList } from '@/api/gridSearch/accountManageReport/index'
   export default {
     data() {
       return {
@@ -137,19 +165,50 @@ import { gridCmpmCustManagerList, gridCmpmCustManagerResult } from '@/api/gridSe
         },
         tableData: [],
         loading: false,
+        custLevelOptions: [],
         queryParams: {
           pageNum: 1,
-          pageSize: 10
+          pageSize: 10,
+          custLevel: null,
+          statusType: null
         },
         total: 0,
         topData: []
       }
     },
     mounted() {
+      // 从 URL 参数获取筛选条件
+      const { custLevel, statusType } = this.$route.query
+      if (custLevel) {
+        this.queryParams.custLevel = custLevel
+      }
+      if (statusType) {
+        this.queryParams.statusType = statusType
+      }
+      this.loadCustLevelOptions()
       this.getData()
       this.getSum()
     },
     methods: {
+      /** 加载客户星级选项 */
+      loadCustLevelOptions() {
+        getCustLevelList().then(res => {
+          this.custLevelOptions = res.data || []
+        }).catch(() => {
+          this.custLevelOptions = []
+        })
+      },
+      /** 搜索按钮操作 */
+      handleQuery() {
+        this.queryParams.pageNum = 1
+        this.getData()
+      },
+      /** 重置按钮操作 */
+      resetQuery() {
+        this.queryParams.custLevel = null
+        this.queryParams.statusType = null
+        this.handleQuery()
+      },
       getData() {
         this.loading = true;
         gridCmpmCustManagerList(this.queryParams).then(res => {
@@ -183,10 +242,21 @@ import { gridCmpmCustManagerList, gridCmpmCustManagerResult } from '@/api/gridSe
       },
       toSum(obj) {
         let sum = 0
-        Object.keys(obj).map(key => {
-          sum = sum + obj[key] * 1
+        Object.keys(obj).forEach(key => {
+          // 只计算2星级及以上的：key中包含"2星"、"3星"、"4星"、"5星"
+          if (key.includes('2星') || key.includes('3星') || key.includes('4星') || key.includes('5星')) {
+            sum += obj[key]
+          }
         })
         return sum
+      },
+      /** 格式化为亿元 */
+      formatYi(value) {
+        if (value === null || value === '' || value === undefined) return '-'
+        const num = parseFloat(value)
+        if (isNaN(num)) return '-'
+        // 换算为亿元，保留2位小数
+        return (num / 100000000).toFixed(2) + '亿元'
       }
     }
   }

ruoyi-ui/src/views/index.vue

@@ -18,9 +18,9 @@
               </div>
               <div class="top_num">
                 <span style="font-size: 14px;">较上月变动</span>
-                <span v-if="String(item.inc).includes('-')" style=" font-size: 14px;color: #EF3F35">{{ changeData(item.inc)
+                <span v-if="String(item.inc).includes('-')" style=" font-size: 14px;color: #00B453">{{ changeData(item.inc)
                 }}<i class="el-icon-caret-bottom"></i></span>
-                <span v-else style=" font-size: 14px;color: #00B453">{{ changeData(item.inc) }}<i
+                <span v-else style=" font-size: 14px;color: #EF3F35">{{ changeData(item.inc) }}<i
                     class="el-icon-caret-top"></i></span>
               </div>
             </div>
@@ -30,18 +30,24 @@
             <div class="vt-main top-vt-main">
               <div class="top_num">
                 <span>上月值</span>
-                <span style="font-size: 14px;">{{ item.yiAmt }}</span>
+                <span style="font-size: 14px; cursor: pointer; color: #409EFF;" @click="goToCustManager(item.itemNm, 'last')">{{ item.yiAmt }}</span>
               </div>
               <div class="top_num">
                 <span>当月值</span>
-                <span style="font-size: 14px;">{{ item.inc }}</span>
+                <span style="font-size: 14px; cursor: pointer; color: #409EFF;" @click="goToCustManager(item.itemNm, 'current')">{{ item.inc }}</span>
               </div>
               <div class="top_num">
                 <span style="font-size: 14px;">较上月变动</span>
-                <span v-if="String(item.curAmt).includes('-')" style=" font-size: 14px;color: #EF3F35">{{ item.curAmt
-                }}<i class="el-icon-caret-bottom"></i></span>
-                <span v-else style=" font-size: 14px;color: #00B453">{{ item.curAmt }}<i
-                    class="el-icon-caret-top"></i></span>
+                <span v-if="String(item.curAmt).includes('-')"
+                      style="font-size: 14px; color: #00B453; cursor: pointer;"
+                      @click="goToCustManager(item.itemNm, 'fall')">
+                  {{ item.curAmt }}<i class="el-icon-caret-bottom"></i>
+                </span>
+                <span v-else
+                      style="font-size: 14px; color: #EF3F35; cursor: pointer;"
+                      @click="goToCustManager(item.itemNm, 'rise')">
+                  {{ item.curAmt }}<i class="el-icon-caret-top"></i>
+                </span>
               </div>
             </div>
           </div>
@@ -875,6 +881,23 @@ export default {
     }
   },
   methods: {
+    /** 跳转到管户报表页面 */
+    goToCustManager(itemNm, statusType) {
+      // 从 itemNm 中提取星级，如 "3星客户" → "3星"，"基础客户" → "基础"
+      // 使用正则匹配以"星"或"基础"或"长尾"开头的内容
+      let custLevel = itemNm.replace('客户', '').trim()
+      // 如果没有"客户"后缀，直接使用整个名称
+      if (custLevel === itemNm) {
+        custLevel = itemNm
+      }
+      this.$router.push({
+        path: '/gridSearch/accountManageReport',
+        query: {
+          custLevel: custLevel,
+          statusType: statusType
+        }
+      })
+    },
     getData() {
       this.loading = true
       if (this.selectedTab === '3') {