yumoqing
b837692cc4
- 实现商机全生命周期管理功能 - 商机创建（手动录入/线索转化） - 阶段管理（自定义销售漏斗，阶段变更记录原因） - 实现商机分析功能 - 漏斗可视化（各阶段数量/金额占比，支持区域/销售维度筛选） - 收入预测（基于历史转化率，偏差率≤15%） - 完整的数据库设计（opportunities, opportunity_stage_history, sales_funnel_config） - 前端界面基于bricks-framework实现 - 符合生产级代码标准和模块开发规范 - 包含完整的测试用例和构建脚本
67 lines
2.9 KiB
JSON
67 lines
2.9 KiB
JSON
{
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"tblname": "opportunities",
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"title": "商机管理",
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"params": {
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"sortby": ["created_at desc"],
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"logined_userid": "owner_id",
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"confidential_fields": [],
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"editor": {
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"binds": [
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{
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"wid": "estimated_amount",
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"event": "changed",
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"actiontype": "script",
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"target": "predicted_revenue",
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"script": "const amount = parseFloat(widget.getValue()) || 0;\nconst probability = parseFloat(document.getElementById('probability')?.value) || 0;\nconst predicted = (amount * probability / 100).toFixed(2);\ndocument.getElementById('predicted_revenue').value = predicted;"
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},
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{
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"wid": "probability",
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"event": "changed",
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"actiontype": "script",
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"target": "predicted_revenue",
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"script": "const amount = parseFloat(document.getElementById('estimated_amount')?.value) || 0;\nconst probability = parseFloat(widget.getValue()) || 0;\nconst predicted = (amount * probability / 100).toFixed(2);\ndocument.getElementById('predicted_revenue').value = predicted;"
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}
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]
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},
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"browserfields": {
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"exclouded": ["id", "customer_id", "owner_id", "created_at", "updated_at"],
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"alters": {
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"current_stage": {
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"uitype": "code",
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"data": [
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{"value": "初步接洽", "text": "初步接洽"},
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{"value": "需求确认", "text": "需求确认"},
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{"value": "方案报价", "text": "方案报价"},
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{"value": "合同谈判", "text": "合同谈判"},
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{"value": "成交", "text": "成交"}
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]
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},
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"source_type": {
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"uitype": "code",
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"data": [
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{"value": "manual", "text": "手动录入"},
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{"value": "lead", "text": "线索转化"}
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]
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},
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"status": {
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"uitype": "code",
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"data": [
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{"value": "active", "text": "活跃"},
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{"value": "won", "text": "已成交"},
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{"value": "lost", "text": "已丢失"},
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{"value": "closed", "text": "已关闭"}
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]
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}
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}
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},
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"editexclouded": ["id", "customer_id", "owner_id", "created_at", "updated_at", "predicted_revenue"],
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"subtables": [
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{
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"field": "opportunity_id",
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"title": "阶段变更历史",
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"url": "{{entire_url(opportunity_stage_history)}}",
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"subtable": "opportunity_stage_history"
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}
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]
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}
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} |