feat: crm clue

pull/94/MERGE
xingyu4j 2025-05-07 17:41:44 +08:00
parent 93773e0fa8
commit 12823a1d09
17 changed files with 1107 additions and 26 deletions

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import type { RouteRecordRaw } from 'vue-router';
const routes: RouteRecordRaw[] = [
{
path: '/crm',
name: 'CrmCenter',
meta: {
title: '客户管理',
icon: 'simple-icons:civicrm',
keepAlive: true,
hideInMenu: true,
},
children: [
{
path: 'clue/detail/:id',
name: 'CrmClueDetail',
meta: {
title: '线索详情',
activeMenu: '/crm/clue',
},
component: () => import('#/views/crm/clue/modules/detail.vue'),
},
{
path: 'customer/detail/:id',
name: 'CrmCustomerDetail',
meta: {
title: '客户详情',
activeMenu: '/crm/customer',
},
component: () => import('#/views/crm/customer/modules/detail.vue'),
},
{
path: 'business/detail/:id',
name: 'CrmBusinessDetail',
meta: {
title: '商机详情',
activeMenu: '/crm/business',
},
component: () => import('#/views/crm/business/modules/detail.vue'),
},
{
path: 'contract/detail/:id',
name: 'CrmContractDetail',
meta: {
title: '合同详情',
activeMenu: '/crm/contract',
},
component: () => import('#/views/crm/contract/modules/detail.vue'),
},
{
path: 'receivable-plan/detail/:id',
name: 'CrmReceivablePlanDetail',
meta: {
title: '回款计划详情',
activeMenu: '/crm/receivable-plan',
},
component: () =>
import('#/views/crm/receivable/plan/modules/detail.vue'),
},
{
path: 'receivable/detail/:id',
name: 'CrmReceivableDetail',
meta: {
title: '回款详情',
activeMenu: '/crm/receivable',
},
component: () => import('#/views/crm/receivable/modules/detail.vue'),
},
{
path: 'contact/detail/:id',
name: 'CrmContactDetail',
meta: {
title: '联系人详情',
activeMenu: '/crm/contact',
},
component: () => import('#/views/crm/contact/modules/detail.vue'),
},
{
path: 'product/detail/:id',
name: 'CrmProductDetail',
meta: {
title: '产品详情',
activeMenu: '/crm/product',
},
component: () => import('#/views/crm/product/modules/detail.vue'),
},
],
},
];
export default routes;

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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import type { VbenFormSchema } from '#/adapter/form';
import type { OnActionClickFn, VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmClueApi } from '#/api/crm/clue';
import type { DescriptionItemSchema } from '#/components/description';
import { h } from 'vue';
import { useAccess } from '@vben/access';
import { formatDateTime } from '@vben/utils';
import { DictTag } from '#/components/dict-tag';
import { DICT_TYPE, getDictOptions, getRangePickerDefaultProps } from '#/utils';
const { hasAccessByCodes } = useAccess();
/** 新增/修改的表单 */
export function useFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'id',
component: 'Input',
dependencies: {
triggerFields: [''],
show: () => false,
},
},
{
fieldName: 'name',
label: '线索名称',
component: 'Input',
rules: 'required',
},
{
fieldName: 'source',
label: '客户来源',
component: 'Select',
componentProps: {
options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_SOURCE),
},
rules: 'required',
},
{
fieldName: 'mobile',
label: '手机',
component: 'Input',
},
{
fieldName: 'ownerUserId',
label: '负责人',
component: 'Select',
componentProps: {
api: 'getSimpleUserList',
},
rules: 'required',
},
{
fieldName: 'telephone',
label: '电话',
component: 'Input',
},
{
fieldName: 'email',
label: '邮箱',
component: 'Input',
},
{
fieldName: 'wechat',
label: '微信',
component: 'Input',
},
{
fieldName: 'qq',
label: 'QQ',
component: 'Input',
},
{
fieldName: 'industryId',
label: '客户行业',
component: 'Select',
componentProps: {
options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_INDUSTRY),
},
},
{
fieldName: 'level',
label: '客户级别',
component: 'Select',
componentProps: {
options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_LEVEL),
},
},
{
fieldName: 'areaId',
label: '地址',
component: 'Cascader',
componentProps: {
api: 'getAreaTree',
},
},
{
fieldName: 'detailAddress',
label: '详细地址',
component: 'Input',
},
{
fieldName: 'contactNextTime',
label: '下次联系时间',
component: 'DatePicker',
componentProps: {
showTime: true,
format: 'YYYY-MM-DD HH:mm:ss',
valueFormat: 'x',
},
},
{
fieldName: 'remark',
label: '备注',
component: 'Textarea',
},
];
}
/** 列表的搜索表单 */
export function useGridFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'name',
label: '线索名称',
component: 'Input',
},
{
fieldName: 'transformStatus',
label: '转化状态',
component: 'Select',
componentProps: {
options: [
{ label: '未转化', value: false },
{ label: '已转化', value: true },
],
},
},
{
fieldName: 'mobile',
label: '手机号',
component: 'Input',
},
{
fieldName: 'telephone',
label: '电话',
component: 'Input',
},
{
fieldName: 'createTime',
label: '创建时间',
component: 'RangePicker',
componentProps: {
...getRangePickerDefaultProps(),
allowClear: true,
},
},
];
}
/** 列表的字段 */
export function useGridColumns<T = CrmClueApi.Clue>(
onActionClick: OnActionClickFn<T>,
): VxeTableGridOptions['columns'] {
return [
{
field: 'name',
title: '线索名称',
minWidth: 160,
fixed: 'left',
slots: {
default: 'name',
},
},
{
field: 'source',
title: '线索来源',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
},
},
{
field: 'mobile',
title: '手机',
minWidth: 120,
},
{
field: 'telephone',
title: '电话',
minWidth: 130,
},
{
field: 'email',
title: '邮箱',
minWidth: 180,
},
{
field: 'detailAddress',
title: '地址',
minWidth: 180,
},
{
field: 'industryId',
title: '客户行业',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
},
},
{
field: 'level',
title: '客户级别',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
},
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 100,
},
{
field: 'ownerUserDeptName',
title: '所属部门',
minWidth: 100,
},
{
field: 'contactNextTime',
title: '下次联系时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'contactLastTime',
title: '最后跟进时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'updateTime',
title: '更新时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
minWidth: 100,
},
{
field: 'operation',
title: '操作',
width: 130,
fixed: 'right',
align: 'center',
cellRender: {
attrs: {
nameField: 'name',
nameTitle: '线索',
onClick: onActionClick,
},
name: 'CellOperation',
options: [
{
code: 'edit',
show: hasAccessByCodes(['crm:clue:update']),
},
{
code: 'delete',
show: hasAccessByCodes(['crm:clue:delete']),
},
],
},
},
];
}
/** 详情头部的配置 */
export function useDetailSchema(): DescriptionItemSchema[] {
return [
{
field: 'source',
label: '线索来源',
content: (data) =>
h(DictTag, {
type: DICT_TYPE.CRM_CUSTOMER_SOURCE,
value: data?.source,
}),
},
{
field: 'mobile',
label: '手机',
},
{
field: 'ownerUserName',
label: '负责人',
},
{
field: 'createTime',
label: '创建时间',
content: (data) => formatDateTime(data?.createTime) as string,
},
];
}
/** 详情基本信息的配置 */
export function useDetailBaseSchema(): DescriptionItemSchema[] {
return [
{
field: 'name',
label: '线索名称',
},
{
field: 'source',
label: '客户来源',
content: (data) =>
h(DictTag, {
type: DICT_TYPE.CRM_CUSTOMER_SOURCE,
value: data?.source,
}),
},
{
field: 'mobile',
label: '手机',
},
{
field: 'ownerUserName',
label: '负责人',
},
{
field: 'telephone',
label: '电话',
},
{
field: 'email',
label: '邮箱',
},
{
field: 'wechat',
label: '微信',
},
{
field: 'qq',
label: 'QQ',
},
{
field: 'industryId',
label: '客户行业',
content: (data) =>
h(DictTag, {
type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY,
value: data?.industryId,
}),
},
{
field: 'level',
label: '客户级别',
content: (data) =>
h(DictTag, {
type: DICT_TYPE.CRM_CUSTOMER_LEVEL,
value: data?.level,
}),
},
{
field: 'areaId',
label: '地址',
},
{
field: 'detailAddress',
label: '详细地址',
},
{
field: 'contactNextTime',
label: '下次联系时间',
content: (data) => formatDateTime(data?.contactNextTime) as string,
},
{
field: 'remark',
label: '备注',
},
];
}
/** 详情系统信息的配置 */
export function useDetailSystemSchema(): DescriptionItemSchema[] {
return [
{
field: 'ownerUserName',
label: '负责人',
},
{
field: 'contactLastContent',
label: '最后跟进记录',
},
{
field: 'contactLastContent',
label: '最后跟进时间',
content: (data) => formatDateTime(data?.contactLastContent) as string,
},
{
field: 'creatorName',
label: '创建人',
},
{
field: 'createTime',
label: '创建时间',
content: (data) => formatDateTime(data?.createTime) as string,
},
{
field: 'updateTime',
label: '更新时间',
content: (data) => formatDateTime(data?.updateTime) as string,
},
];
}

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<script lang="ts" setup>
import { Page } from '@vben/common-ui';
import type {
OnActionClickParams,
VxeTableGridOptions,
} from '#/adapter/vxe-table';
import type { CrmClueApi } from '#/api/crm/clue';
import { Button } from 'ant-design-vue';
import { useRouter } from 'vue-router';
import { Page, useVbenModal } from '@vben/common-ui';
import { Download, Plus } from '@vben/icons';
import { downloadFileFromBlobPart } from '@vben/utils';
import { Button, message } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { deleteClue, exportClue, getCluePage } from '#/api/crm/clue';
import { DocAlert } from '#/components/doc-alert';
import { $t } from '#/locales';
import { useGridColumns, useGridFormSchema } from './data';
import Form from './modules/form.vue';
const { push } = useRouter();
const [FormModal, formModalApi] = useVbenModal({
connectedComponent: Form,
destroyOnClose: true,
});
/** 刷新表格 */
function onRefresh() {
gridApi.query();
}
/** 导出表格 */
async function onExport() {
const data = await exportClue(await gridApi.formApi.getValues());
downloadFileFromBlobPart({ fileName: '线索.xls', source: data });
}
/** 创建线索 */
function onCreate() {
formModalApi.setData(null).open();
}
/** 编辑线索 */
function onEdit(row: CrmClueApi.Clue) {
formModalApi.setData(row).open();
}
/** 删除线索 */
async function onDelete(row: CrmClueApi.Clue) {
const hideLoading = message.loading({
content: $t('ui.actionMessage.deleting', [row.name]),
duration: 0,
key: 'action_process_msg',
});
try {
await deleteClue(row.id as number);
message.success($t('ui.actionMessage.deleteSuccess', [row.name]));
onRefresh();
} catch {
hideLoading();
}
}
/** 查看线索详情 */
function onDetail(row: CrmClueApi.Clue) {
push({ name: 'CrmClueDetail', params: { id: row.id } });
}
/** 表格操作按钮的回调函数 */
function onActionClick({ code, row }: OnActionClickParams<CrmClueApi.Clue>) {
switch (code) {
case 'delete': {
onDelete(row);
break;
}
case 'edit': {
onEdit(row);
break;
}
}
}
const [Grid, gridApi] = useVbenVxeGrid({
formOptions: {
schema: useGridFormSchema(),
},
gridOptions: {
columns: useGridColumns(onActionClick),
height: 'auto',
keepSource: true,
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
return await getCluePage({
page: page.currentPage,
pageSize: page.pageSize,
...formValues,
});
},
},
},
rowConfig: {
keyField: 'id',
},
toolbarConfig: {
refresh: { code: 'query' },
search: true,
},
} as VxeTableGridOptions<CrmClueApi.Clue>,
});
</script>
<template>
<Page>
<DocAlert title="【线索】线索管理" url="https://doc.iocoder.cn/crm/clue/" />
<DocAlert
title="【通用】数据权限"
url="https://doc.iocoder.cn/crm/permission/"
/>
<Button
danger
type="link"
target="_blank"
href="https://github.com/yudaocode/yudao-ui-admin-vue3"
>
该功能支持 Vue3 + element-plus 版本
</Button>
<br />
<Button
type="link"
target="_blank"
href="https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/clue/index"
>
可参考
https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/clue/index
代码pull request 贡献给我们
</Button>
<Page auto-content-height>
<template #doc>
<DocAlert
title="【线索】线索管理"
url="https://doc.iocoder.cn/crm/clue/"
/>
<DocAlert
title="【通用】数据权限"
url="https://doc.iocoder.cn/crm/permission/"
/>
</template>
<FormModal @success="onRefresh" />
<Grid table-title="线">
<template #toolbar-tools>
<Button
type="primary"
@click="onCreate"
v-access:code="['crm:clue:create']"
>
<Plus class="size-5" />
{{ $t('ui.actionTitle.create', ['线索']) }}
</Button>
<Button
type="primary"
class="ml-2"
@click="onExport"
v-access:code="['crm:clue:export']"
>
<Download class="size-5" />
{{ $t('ui.actionTitle.export') }}
</Button>
</template>
<template #name="{ row }">
<Button type="link" @click="onDetail(row)">
{{ row.name }}
</Button>
</template>
</Grid>
</Page>
</template>

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<script lang="ts" setup>
import type { CrmClueApi } from '#/api/crm/clue';
import { Divider } from 'ant-design-vue';
import { useDescription } from '#/components/description';
import { useDetailBaseSchema, useDetailSystemSchema } from '../data';
defineOptions({ name: 'CrmClueDetailsInfo' });
const { clue } = defineProps<{
clue: CrmClueApi.Clue; // 线
}>();
const [BaseDescription] = useDescription({
componentProps: {
title: '基本信息',
bordered: false,
column: 4,
class: 'mx-4',
},
schema: useDetailBaseSchema(),
data: clue,
});
const [SystemDescription] = useDescription({
componentProps: {
title: '系统信息',
bordered: false,
column: 3,
class: 'mx-4',
},
schema: useDetailSystemSchema(),
data: clue,
});
</script>
<template>
<div class="p-4">
<BaseDescription />
<Divider />
<SystemDescription />
</div>
</template>

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<script setup lang="ts">
import type { CrmClueApi } from '#/api/crm/clue';
import { defineAsyncComponent, onMounted, ref } from 'vue';
import { useRoute, useRouter } from 'vue-router';
import { Page, useVbenModal } from '@vben/common-ui';
import { ArrowLeft } from '@vben/icons';
import { Button, Card, Modal, Tabs } from 'ant-design-vue';
import { getClue, transformClue } from '#/api/crm/clue';
import { useDescription } from '#/components/description';
import { useDetailSchema } from '../data';
import ClueForm from './form.vue';
import TransferForm from './transfer.vue';
const ClueDetailsInfo = defineAsyncComponent(() => import('./detail-info.vue'));
const loading = ref(false);
const route = useRoute();
const router = useRouter();
const clueId = ref(0);
const clue = ref<CrmClueApi.Clue>({} as CrmClueApi.Clue);
const permissionListRef = ref(); // Ref
const [Description] = useDescription({
componentProps: {
bordered: false,
column: 4,
class: 'mx-4',
},
schema: useDetailSchema(),
});
const [FormModal, formModalApi] = useVbenModal({
connectedComponent: ClueForm,
destroyOnClose: true,
});
const [TransferModal, transferModalApi] = useVbenModal({
connectedComponent: TransferForm,
destroyOnClose: true,
});
/** 加载线索详情 */
async function loadClueDetail() {
loading.value = true;
clueId.value = Number(route.params.id);
const data = await getClue(clueId.value);
clue.value = data;
loading.value = false;
}
/** 返回列表页 */
function onBack() {
router.push('/crm/clue');
}
/** 编辑线索 */
function onEdit() {
formModalApi.setData({ id: clueId }).open();
}
/** 转移线索 */
function onTransfer() {
transferModalApi.setData({ id: clueId }).open();
}
/** 转化为客户 */
async function onTransform() {
try {
await Modal.confirm({
title: '提示',
content: '确定将该线索转化为客户吗?',
});
await transformClue(clueId.value);
Modal.success({
title: '成功',
content: '转化客户成功',
});
await loadClueDetail();
} catch {
//
}
}
//
onMounted(async () => {
await loadClueDetail();
});
</script>
<template>
<Page auto-content-height :title="clue?.name" :loading="loading">
<template #extra>
<div class="flex items-center gap-2">
<Button @click="onBack">
<ArrowLeft class="size-5" />
返回
</Button>
<Button
v-if="permissionListRef?.validateWrite"
type="primary"
@click="onEdit"
v-access:code="['crm:clue:update']"
>
{{ $t('ui.actionTitle.edit') }}
</Button>
<Button
v-if="permissionListRef?.validateOwnerUser"
type="primary"
@click="onTransfer"
v-access:code="['crm:clue:update']"
>
转移
</Button>
<Button
v-if="permissionListRef?.validateOwnerUser && !clue?.transformStatus"
type="primary"
@click="onTransform"
v-access:code="['crm:clue:update']"
>
转化为客户
</Button>
</div>
</template>
<Card>
<Description :data="clue" />
</Card>
<Card class="mt-4">
<Tabs>
<Tabs.TabPane tab="线索跟进" key="1">
<div>线索跟进</div>
</Tabs.TabPane>
<Tabs.TabPane tab="基本信息" key="2">
<ClueDetailsInfo :clue="clue" />
</Tabs.TabPane>
<Tabs.TabPane tab="团队成员" key="3">
<div>团队成员</div>
</Tabs.TabPane>
<Tabs.TabPane tab="操作日志" key="4">
<div>操作日志</div>
</Tabs.TabPane>
</Tabs>
</Card>
<FormModal @success="loadClueDetail" />
<TransferModal @success="loadClueDetail" />
</Page>
</template>

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<script lang="ts" setup>
import type { CrmClueApi } from '#/api/crm/clue';
import { computed, ref } from 'vue';
import { useVbenModal } from '@vben/common-ui';
import { message } from 'ant-design-vue';
import { useVbenForm } from '#/adapter/form';
import { createClue, getClue, updateClue } from '#/api/crm/clue';
import { $t } from '#/locales';
import { useFormSchema } from '../data';
const emit = defineEmits(['success']);
const formData = ref<CrmClueApi.Clue>();
const getTitle = computed(() => {
return formData.value?.id
? $t('ui.actionTitle.edit', ['线索'])
: $t('ui.actionTitle.create', ['线索']);
});
const [Form, formApi] = useVbenForm({
commonConfig: {
componentProps: {
class: 'w-full',
},
formItemClass: 'col-span-2',
labelWidth: 120,
},
layout: 'horizontal',
schema: useFormSchema(),
showDefaultActions: false,
});
const [Modal, modalApi] = useVbenModal({
async onConfirm() {
const { valid } = await formApi.validate();
if (!valid) {
return;
}
modalApi.lock();
//
const data = (await formApi.getValues()) as CrmClueApi.Clue;
try {
await (formData.value?.id ? updateClue(data) : createClue(data));
//
await modalApi.close();
emit('success');
message.success($t('ui.actionMessage.operationSuccess'));
} finally {
modalApi.unlock();
}
},
async onOpenChange(isOpen: boolean) {
if (!isOpen) {
formData.value = undefined;
return;
}
//
const data = modalApi.getData<CrmClueApi.Clue>();
if (!data || !data.id) {
return;
}
modalApi.lock();
try {
formData.value = await getClue(data.id as number);
// values
await formApi.setValues(formData.value);
} finally {
modalApi.unlock();
}
},
});
</script>
<template>
<Modal :title="getTitle" class="w-[40%]">
<Form class="mx-4" />
</Modal>
</template>

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<script lang="ts" setup>
import type { CrmPermissionApi } from '#/api/crm/permission';
import { ref } from 'vue';
import { useVbenModal } from '@vben/common-ui';
import { message } from 'ant-design-vue';
import { useVbenForm } from '#/adapter/form';
import { transferClue } from '#/api/crm/clue';
import { $t } from '#/locales';
const emit = defineEmits(['success']);
const formData = ref<{ id: number }>();
const [Form, formApi] = useVbenForm({
commonConfig: {
componentProps: {
class: 'w-full',
},
formItemClass: 'col-span-2',
labelWidth: 120,
},
layout: 'horizontal',
schema: [
{
fieldName: 'ownerUserId',
label: '负责人',
component: 'Select',
componentProps: {
api: 'getSimpleUserList',
},
rules: 'required',
},
],
showDefaultActions: false,
});
const [Modal, modalApi] = useVbenModal({
async onConfirm() {
const { valid } = await formApi.validate();
if (!valid) {
return;
}
modalApi.lock();
//
const data = (await formApi.getValues()) as CrmPermissionApi.TransferReq;
try {
await transferClue(data);
//
await modalApi.close();
emit('success');
message.success($t('ui.actionMessage.operationSuccess'));
} finally {
modalApi.unlock();
}
},
async onOpenChange(isOpen: boolean) {
if (!isOpen) {
formData.value = undefined;
return;
}
//
const data = modalApi.getData<{ id: number }>();
if (!data || !data.id) {
return;
}
formData.value = data;
},
});
</script>
<template>
<Modal :title="$t('ui.actionTitle.transfer')" class="w-[40%]">
<Form class="mx-4" />
</Modal>
</template>

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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<script lang="ts" setup>
defineOptions({ name: 'CrmPermissionList' });
defineProps<{
bizId: number | undefined; //
bizType: number; //
showAction: boolean; //
}>();
</script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>

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<script lang="ts" setup></script>
<template>
<div>
<p>待完成</p>
</div>
</template>