perf: crm
xingyu4j
parent
b4a77266a1
commit
45bcc79241
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@ -2,7 +2,6 @@ import type { Ref } from 'vue';
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import type { VbenFormSchema } from '#/adapter/form';
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import type { OnActionClickFn, VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { CrmContractApi } from '#/api/crm/contract';
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import type { CrmReceivableApi } from '#/api/crm/receivable';
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import { useAccess } from '@vben/access';
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@ -252,9 +251,7 @@ export function useContractRemindFormSchema(): VbenFormSchema[] {
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}
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/** 合同审核列表的字段 */
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export function useContractColumns<T = CrmContractApi.Contract>(
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onActionClick: OnActionClickFn<T>,
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): VxeTableGridOptions['columns'] {
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export function useContractColumns(): VxeTableGridOptions['columns'] {
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return [
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{
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field: 'no',
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@ -355,25 +352,10 @@ export function useContractColumns<T = CrmContractApi.Contract>(
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},
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},
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{
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field: 'operation',
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title: '操作',
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width: 130,
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align: 'center',
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width: 80,
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fixed: 'right',
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cellRender: {
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attrs: {
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nameField: 'no',
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nameTitle: '合同编号',
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onClick: onActionClick,
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},
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name: 'CellOperation',
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options: [
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{
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code: 'processDetail',
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show: hasAccessByCodes(['crm:contract:update']),
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},
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],
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},
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slots: { default: 'actions' },
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},
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];
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}
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@ -13,8 +13,8 @@ import * as ReceivablePlanApi from '#/api/crm/receivable/plan';
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import { DocAlert } from '#/components/doc-alert';
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import { useLeftSides } from './data';
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import ClueFollowList from './modules/ClueFollowList.vue';
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import ContractAuditList from './modules/ContractAuditList.vue';
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import ClueFollowList from './modules/clue-follow-list.vue';
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import ContractAuditList from './modules/contract-audit-list.vue';
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import ContractRemindList from './modules/ContractRemindList.vue';
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import CustomerFollowList from './modules/CustomerFollowList.vue';
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import CustomerPutPoolRemindList from './modules/CustomerPutPoolRemindList.vue';
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@ -14,7 +14,7 @@ import { useClueFollowColumns, useClueFollowFormSchema } from '../data';
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const { push } = useRouter();
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/** 打开线索详情 */
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function onDetail(row: CrmClueApi.Clue) {
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function handleDetail(row: CrmClueApi.Clue) {
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push({ name: 'CrmClueDetail', params: { id: row.id } });
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}
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@ -52,7 +52,7 @@ const [Grid] = useVbenVxeGrid({
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<template>
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<Grid table-title="分配给我的线索">
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<template #name="{ row }">
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<Button type="link" @click="onDetail(row)">{{ row.name }}</Button>
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<Button type="link" @click="handleDetail(row)">{{ row.name }}</Button>
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</template>
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</Grid>
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</template>
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@ -1,13 +1,12 @@
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<!-- 待审核合同 -->
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<script lang="ts" setup>
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import type { OnActionClickParams } from '#/adapter/vxe-table';
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import type { CrmContractApi } from '#/api/crm/contract';
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import { useRouter } from 'vue-router';
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import { Button } from 'ant-design-vue';
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import { useVbenVxeGrid } from '#/adapter/vxe-table';
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import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
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import { getContractPage } from '#/api/crm/contract';
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import { useContractAuditFormSchema, useContractColumns } from '../data';
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@ -15,7 +14,7 @@ import { useContractAuditFormSchema, useContractColumns } from '../data';
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const { push } = useRouter();
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/** 查看审批 */
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function openProcessDetail(row: CrmContractApi.Contract) {
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function handleProcessDetail(row: CrmContractApi.Contract) {
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push({
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name: 'BpmProcessInstanceDetail',
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query: { id: row.processInstanceId },
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@ -23,43 +22,30 @@ function openProcessDetail(row: CrmContractApi.Contract) {
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}
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/** 打开合同详情 */
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function openContractDetail(row: CrmContractApi.Contract) {
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function handleContractDetail(row: CrmContractApi.Contract) {
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push({ name: 'CrmContractDetail', params: { id: row.id } });
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}
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/** 打开客户详情 */
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function openCustomerDetail(row: CrmContractApi.Contract) {
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function handleCustomerDetail(row: CrmContractApi.Contract) {
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push({ name: 'CrmCustomerDetail', params: { id: row.id } });
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}
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/** 打开联系人详情 */
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function openContactDetail(row: CrmContractApi.Contract) {
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function handleContactDetail(row: CrmContractApi.Contract) {
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push({ name: 'CrmContactDetail', params: { id: row.id } });
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}
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/** 打开商机详情 */
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function openBusinessDetail(row: CrmContractApi.Contract) {
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function handleBusinessDetail(row: CrmContractApi.Contract) {
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push({ name: 'CrmBusinessDetail', params: { id: row.id } });
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}
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/** 表格操作按钮的回调函数 */
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function onActionClick({
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code,
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row,
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}: OnActionClickParams<CrmContractApi.Contract>) {
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switch (code) {
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case 'processDetail': {
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openProcessDetail(row);
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break;
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}
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}
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}
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const [Grid] = useVbenVxeGrid({
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formOptions: {
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schema: useContractAuditFormSchema(),
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},
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gridOptions: {
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columns: useContractColumns(onActionClick),
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columns: useContractColumns(),
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height: 'auto',
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keepSource: true,
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proxyConfig: {
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@ -88,24 +74,36 @@ const [Grid] = useVbenVxeGrid({
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<template>
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<Grid table-title="待审核合同">
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<template #name="{ row }">
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<Button type="link" @click="openContractDetail(row)">
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<Button type="link" @click="handleContractDetail(row)">
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{{ row.name }}
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</Button>
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</template>
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<template #customerName="{ row }">
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<Button type="link" @click="openCustomerDetail(row)">
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<Button type="link" @click="handleCustomerDetail(row)">
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{{ row.customerName }}
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</Button>
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</template>
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<template #businessName="{ row }">
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<Button type="link" @click="openBusinessDetail(row)">
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<Button type="link" @click="handleBusinessDetail(row)">
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{{ row.businessName }}
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</Button>
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</template>
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<template #contactName="{ row }">
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<Button type="link" @click="openContactDetail(row)">
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<Button type="link" @click="handleContactDetail(row)">
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{{ row.contactName }}
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</Button>
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</template>
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<template #actions="{ row }">
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<TableAction
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:actions="[
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{
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label: '查看审批',
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type: 'link',
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icon: ACTION_ICON.VIEW,
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onClick: handleProcessDetail.bind(null, row),
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},
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]"
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/>
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</template>
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</Grid>
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</template>
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@ -1,12 +1,5 @@
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import type { VbenFormSchema } from '#/adapter/form';
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import type { OnActionClickFn, VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { CrmBusinessApi } from '#/api/crm/business';
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import { useAccess } from '@vben/access';
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import { getRangePickerDefaultProps } from '#/utils';
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const { hasAccessByCodes } = useAccess();
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import type { VxeTableGridOptions } from '#/adapter/vxe-table';
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/** 新增/修改的表单 */
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export function useFormSchema(): VbenFormSchema[] {
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@ -37,7 +30,6 @@ export function useFormSchema(): VbenFormSchema[] {
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component: 'InputNumber',
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componentProps: {
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min: 0,
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controlsPosition: 'right',
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placeholder: '请输入商机金额',
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},
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rules: 'required',
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@ -79,22 +71,11 @@ export function useGridFormSchema(): VbenFormSchema[] {
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label: '商机名称',
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component: 'Input',
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},
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{
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fieldName: 'createTime',
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label: '创建时间',
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component: 'RangePicker',
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componentProps: {
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...getRangePickerDefaultProps(),
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allowClear: true,
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},
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},
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];
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}
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/** 列表的字段 */
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export function useGridColumns<T = CrmBusinessApi.Business>(
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onActionClick: OnActionClickFn<T>,
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): VxeTableGridOptions['columns'] {
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export function useGridColumns(): VxeTableGridOptions['columns'] {
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return [
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{
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field: 'name',
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@ -165,29 +146,10 @@ export function useGridColumns<T = CrmBusinessApi.Business>(
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fixed: 'right',
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},
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{
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field: 'operation',
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title: '操作',
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width: 130,
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fixed: 'right',
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align: 'center',
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cellRender: {
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attrs: {
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nameField: 'name',
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nameTitle: '商机',
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onClick: onActionClick,
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},
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name: 'CellOperation',
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options: [
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{
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code: 'edit',
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show: hasAccessByCodes(['crm:business:update']),
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},
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{
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code: 'delete',
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show: hasAccessByCodes(['crm:business:delete']),
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},
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],
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},
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slots: { default: 'actions' },
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},
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];
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}
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@ -1,19 +1,15 @@
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<script lang="ts" setup>
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import type {
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OnActionClickParams,
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VxeTableGridOptions,
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} from '#/adapter/vxe-table';
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import type { VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { CrmBusinessApi } from '#/api/crm/business';
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import { useRouter } from 'vue-router';
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import { Page, useVbenModal } from '@vben/common-ui';
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import { Download, Plus } from '@vben/icons';
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import { downloadFileFromBlobPart } from '@vben/utils';
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import { Button, message } from 'ant-design-vue';
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import { useVbenVxeGrid } from '#/adapter/vxe-table';
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import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
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import {
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deleteBusiness,
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exportBusiness,
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@ -38,23 +34,23 @@ function onRefresh() {
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}
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/** 导出表格 */
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async function onExport() {
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async function handleExport() {
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const data = await exportBusiness(await gridApi.formApi.getValues());
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downloadFileFromBlobPart({ fileName: '商机.xls', source: data });
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}
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/** 创建商机 */
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function onCreate() {
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function handleCreate() {
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formModalApi.setData(null).open();
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}
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/** 编辑商机 */
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function onEdit(row: CrmBusinessApi.Business) {
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function handleEdit(row: CrmBusinessApi.Business) {
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formModalApi.setData(row).open();
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}
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/** 删除商机 */
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async function onDelete(row: CrmBusinessApi.Business) {
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async function handleDelete(row: CrmBusinessApi.Business) {
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const hideLoading = message.loading({
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content: $t('ui.actionMessage.deleting', [row.name]),
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duration: 0,
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@ -70,38 +66,21 @@ async function onDelete(row: CrmBusinessApi.Business) {
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}
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/** 查看商机详情 */
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function onDetail(row: CrmBusinessApi.Business) {
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function handleDetail(row: CrmBusinessApi.Business) {
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push({ name: 'CrmBusinessDetail', params: { id: row.id } });
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}
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/** 查看客户详情 */
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function onCustomerDetail(row: CrmBusinessApi.Business) {
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function handleCustomerDetail(row: CrmBusinessApi.Business) {
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push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
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}
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/** 表格操作按钮的回调函数 */
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function onActionClick({
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code,
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row,
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}: OnActionClickParams<CrmBusinessApi.Business>) {
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switch (code) {
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case 'delete': {
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onDelete(row);
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break;
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}
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case 'edit': {
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onEdit(row);
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break;
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}
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}
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}
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const [Grid, gridApi] = useVbenVxeGrid({
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formOptions: {
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schema: useGridFormSchema(),
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},
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gridOptions: {
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columns: useGridColumns(onActionClick),
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columns: useGridColumns(),
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height: 'auto',
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keepSource: true,
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proxyConfig: {
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@ -142,34 +121,59 @@ const [Grid, gridApi] = useVbenVxeGrid({
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<FormModal @success="onRefresh" />
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<Grid table-title="商机列表">
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<template #toolbar-tools>
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<Button
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type="primary"
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@click="onCreate"
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v-access:code="['crm:business:create']"
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>
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<Plus class="size-5" />
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{{ $t('ui.actionTitle.create', ['商机']) }}
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</Button>
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<Button
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type="primary"
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class="ml-2"
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@click="onExport"
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v-access:code="['crm:business:export']"
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>
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<Download class="size-5" />
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{{ $t('ui.actionTitle.export') }}
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</Button>
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<TableAction
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:actions="[
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{
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label: $t('ui.actionTitle.create', ['商机']),
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type: 'primary',
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icon: ACTION_ICON.ADD,
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auth: ['crm:business:create'],
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onClick: handleCreate,
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},
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{
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label: $t('ui.actionTitle.export'),
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type: 'primary',
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icon: ACTION_ICON.DOWNLOAD,
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auth: ['crm:business:export'],
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onClick: handleExport,
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},
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]"
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/>
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</template>
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<template #name="{ row }">
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<Button type="link" @click="onDetail(row)">
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<Button type="link" @click="handleDetail(row)">
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{{ row.name }}
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</Button>
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</template>
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<template #customerName="{ row }">
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<Button type="link" @click="onCustomerDetail(row)">
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<Button type="link" @click="handleCustomerDetail(row)">
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{{ row.customerName }}
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</Button>
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</template>
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<template #actions="{ row }">
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<TableAction
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:actions="[
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{
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label: $t('common.edit'),
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type: 'link',
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icon: ACTION_ICON.EDIT,
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auth: ['crm:business:update'],
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onClick: handleEdit.bind(null, row),
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},
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{
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label: $t('common.delete'),
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type: 'link',
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danger: true,
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icon: ACTION_ICON.DELETE,
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auth: ['crm:business:delete'],
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popConfirm: {
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title: $t('ui.actionMessage.deleteConfirm', [row.name]),
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confirm: handleDelete.bind(null, row),
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},
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},
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]"
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/>
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</template>
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</Grid>
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</Page>
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</template>
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@ -1,18 +1,11 @@
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import type { VbenFormSchema } from '#/adapter/form';
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import type { OnActionClickFn, VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { CrmBusinessStatusApi } from '#/api/crm/business/status';
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import type { VxeTableGridOptions } from '#/adapter/vxe-table';
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import { useAccess } from '@vben/access';
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import { handleTree } from '@vben/utils';
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import { z } from '#/adapter/form';
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import {
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CommonStatusEnum,
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DICT_TYPE,
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getDictOptions,
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getRangePickerDefaultProps,
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} from '#/utils';
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const { hasAccessByCodes } = useAccess();
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import { getDeptList } from '#/api/system/dept';
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import { CommonStatusEnum, DICT_TYPE, getDictOptions } from '#/utils';
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/** 新增/修改的表单 */
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export function useFormSchema(): VbenFormSchema[] {
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|
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@ -34,12 +27,16 @@ export function useFormSchema(): VbenFormSchema[] {
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{
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fieldName: 'deptIds',
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label: '应用部门',
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component: 'TreeSelect',
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component: 'ApiTreeSelect',
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componentProps: {
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api: async () => {
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const data = await getDeptList();
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return handleTree(data);
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},
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multiple: true,
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treeCheckable: true,
|
||||
showCheckedStrategy: 'SHOW_PARENT',
|
||||
fieldNames: { label: 'name', value: 'id', children: 'children' },
|
||||
placeholder: '请选择应用部门',
|
||||
treeDefaultExpandAll: true,
|
||||
},
|
||||
},
|
||||
{
|
||||
|
|
@ -56,79 +53,37 @@ export function useFormSchema(): VbenFormSchema[] {
|
|||
];
|
||||
}
|
||||
|
||||
/** 列表的搜索表单 */
|
||||
export function useGridFormSchema(): VbenFormSchema[] {
|
||||
return [
|
||||
{
|
||||
fieldName: 'name',
|
||||
label: '状态组名',
|
||||
component: 'Input',
|
||||
},
|
||||
{
|
||||
fieldName: 'createTime',
|
||||
label: '创建时间',
|
||||
component: 'RangePicker',
|
||||
componentProps: {
|
||||
...getRangePickerDefaultProps(),
|
||||
allowClear: true,
|
||||
},
|
||||
},
|
||||
];
|
||||
}
|
||||
|
||||
/** 列表的字段 */
|
||||
export function useGridColumns<T = CrmBusinessStatusApi.BusinessStatus>(
|
||||
onActionClick: OnActionClickFn<T>,
|
||||
): VxeTableGridOptions['columns'] {
|
||||
export function useGridColumns(): VxeTableGridOptions['columns'] {
|
||||
return [
|
||||
{
|
||||
field: 'name',
|
||||
title: '状态组名',
|
||||
minWidth: 200,
|
||||
width: 200,
|
||||
},
|
||||
{
|
||||
field: 'deptNames',
|
||||
title: '应用部门',
|
||||
minWidth: 200,
|
||||
formatter: ({ cellValue }) => {
|
||||
return cellValue?.length > 0 ? cellValue.join(' ') : '全公司';
|
||||
},
|
||||
width: 200,
|
||||
formatter: ({ cellValue }) =>
|
||||
cellValue?.length > 0 ? cellValue.join(' ') : '全公司',
|
||||
},
|
||||
{
|
||||
field: 'creator',
|
||||
title: '创建人',
|
||||
minWidth: 100,
|
||||
width: 100,
|
||||
},
|
||||
{
|
||||
field: 'createTime',
|
||||
title: '创建时间',
|
||||
minWidth: 180,
|
||||
width: 150,
|
||||
formatter: 'formatDateTime',
|
||||
},
|
||||
{
|
||||
field: 'operation',
|
||||
title: '操作',
|
||||
width: 160,
|
||||
fixed: 'right',
|
||||
align: 'center',
|
||||
cellRender: {
|
||||
name: 'TableAction',
|
||||
props: {
|
||||
actions: [
|
||||
{
|
||||
label: '编辑',
|
||||
code: 'edit',
|
||||
show: hasAccessByCodes(['crm:business-status:update']),
|
||||
},
|
||||
{
|
||||
label: '删除',
|
||||
code: 'delete',
|
||||
show: hasAccessByCodes(['crm:business-status:delete']),
|
||||
},
|
||||
],
|
||||
onActionClick,
|
||||
},
|
||||
},
|
||||
slots: { default: 'actions' },
|
||||
},
|
||||
];
|
||||
}
|
||||
|
|
|
|||
|
|
@ -1,16 +1,12 @@
|
|||
<script lang="ts" setup>
|
||||
import type {
|
||||
OnActionClickParams,
|
||||
VxeTableGridOptions,
|
||||
} from '#/adapter/vxe-table';
|
||||
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
|
||||
import type { CrmBusinessStatusApi } from '#/api/crm/business/status';
|
||||
|
||||
import { Page, useVbenModal } from '@vben/common-ui';
|
||||
import { Plus } from '@vben/icons';
|
||||
|
||||
import { Button, message } from 'ant-design-vue';
|
||||
import { message } from 'ant-design-vue';
|
||||
|
||||
import { useVbenVxeGrid } from '#/adapter/vxe-table';
|
||||
import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
|
||||
import {
|
||||
deleteBusinessStatus,
|
||||
getBusinessStatusPage,
|
||||
|
|
@ -18,7 +14,7 @@ import {
|
|||
import { DocAlert } from '#/components/doc-alert';
|
||||
import { $t } from '#/locales';
|
||||
|
||||
import { useGridColumns, useGridFormSchema } from './data';
|
||||
import { useGridColumns } from './data';
|
||||
import Form from './modules/form.vue';
|
||||
|
||||
const [FormModal, formModalApi] = useVbenModal({
|
||||
|
|
@ -32,12 +28,12 @@ function onRefresh() {
|
|||
}
|
||||
|
||||
/** 创建商机状态 */
|
||||
function onCreate() {
|
||||
function handleCreate() {
|
||||
formModalApi.setData(null).open();
|
||||
}
|
||||
|
||||
/** 删除商机状态 */
|
||||
async function onDelete(row: CrmBusinessStatusApi.BusinessStatus) {
|
||||
async function handleDelete(row: CrmBusinessStatusApi.BusinessStatus) {
|
||||
const hideLoading = message.loading({
|
||||
content: $t('ui.actionMessage.deleting', [row.name]),
|
||||
duration: 0,
|
||||
|
|
@ -53,33 +49,13 @@ async function onDelete(row: CrmBusinessStatusApi.BusinessStatus) {
|
|||
}
|
||||
|
||||
/** 编辑商机状态 */
|
||||
function onEdit(row: CrmBusinessStatusApi.BusinessStatus) {
|
||||
function handleEdit(row: CrmBusinessStatusApi.BusinessStatus) {
|
||||
formModalApi.setData(row).open();
|
||||
}
|
||||
|
||||
/** 表格操作按钮的回调函数 */
|
||||
function onActionClick({
|
||||
code,
|
||||
row,
|
||||
}: OnActionClickParams<CrmBusinessStatusApi.BusinessStatus>) {
|
||||
switch (code) {
|
||||
case 'delete': {
|
||||
onDelete(row);
|
||||
break;
|
||||
}
|
||||
case 'edit': {
|
||||
onEdit(row);
|
||||
break;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
const [Grid, gridApi] = useVbenVxeGrid({
|
||||
formOptions: {
|
||||
schema: useGridFormSchema(),
|
||||
},
|
||||
gridOptions: {
|
||||
columns: useGridColumns(onActionClick),
|
||||
columns: useGridColumns(),
|
||||
height: 'auto',
|
||||
keepSource: true,
|
||||
proxyConfig: {
|
||||
|
|
@ -120,14 +96,41 @@ const [Grid, gridApi] = useVbenVxeGrid({
|
|||
<FormModal @success="onRefresh" />
|
||||
<Grid table-title="商机状态列表">
|
||||
<template #toolbar-tools>
|
||||
<Button
|
||||
type="primary"
|
||||
@click="onCreate"
|
||||
v-access:code="['crm:business-status:create']"
|
||||
>
|
||||
<Plus class="size-5" />
|
||||
{{ $t('ui.actionTitle.create', ['商机状态']) }}
|
||||
</Button>
|
||||
<TableAction
|
||||
:actions="[
|
||||
{
|
||||
label: $t('ui.actionTitle.create', ['商机状态']),
|
||||
type: 'primary',
|
||||
icon: ACTION_ICON.ADD,
|
||||
auth: ['system:post:create'],
|
||||
onClick: handleCreate,
|
||||
},
|
||||
]"
|
||||
/>
|
||||
</template>
|
||||
<template #actions="{ row }">
|
||||
<TableAction
|
||||
:actions="[
|
||||
{
|
||||
label: $t('common.edit'),
|
||||
type: 'link',
|
||||
icon: ACTION_ICON.EDIT,
|
||||
auth: ['crm:business-status:update'],
|
||||
onClick: handleEdit.bind(null, row),
|
||||
},
|
||||
{
|
||||
label: $t('common.delete'),
|
||||
type: 'link',
|
||||
danger: true,
|
||||
icon: ACTION_ICON.DELETE,
|
||||
auth: ['crm:business-status:delete'],
|
||||
popConfirm: {
|
||||
title: $t('ui.actionMessage.deleteConfirm', [row.name]),
|
||||
confirm: handleDelete.bind(null, row),
|
||||
},
|
||||
},
|
||||
]"
|
||||
/>
|
||||
</template>
|
||||
</Grid>
|
||||
</Page>
|
||||
|
|
|
|||
|
|
@ -57,22 +57,22 @@ async function loadClueDetail() {
|
|||
}
|
||||
|
||||
/** 返回列表页 */
|
||||
function onBack() {
|
||||
function handleBack() {
|
||||
router.push('/crm/clue');
|
||||
}
|
||||
|
||||
/** 编辑线索 */
|
||||
function onEdit() {
|
||||
function handleEdit() {
|
||||
formModalApi.setData({ id: clueId }).open();
|
||||
}
|
||||
|
||||
/** 转移线索 */
|
||||
function onTransfer() {
|
||||
function handleTransfer() {
|
||||
transferModalApi.setData({ id: clueId }).open();
|
||||
}
|
||||
|
||||
/** 转化为客户 */
|
||||
async function onTransform() {
|
||||
async function handleTransform() {
|
||||
try {
|
||||
await Modal.confirm({
|
||||
title: '提示',
|
||||
|
|
@ -99,14 +99,14 @@ onMounted(async () => {
|
|||
<Page auto-content-height :title="clue?.name" :loading="loading">
|
||||
<template #extra>
|
||||
<div class="flex items-center gap-2">
|
||||
<Button @click="onBack">
|
||||
<Button @click="handleBack">
|
||||
<ArrowLeft class="size-5" />
|
||||
返回
|
||||
</Button>
|
||||
<Button
|
||||
v-if="permissionListRef?.validateWrite"
|
||||
type="primary"
|
||||
@click="onEdit"
|
||||
@click="handleEdit"
|
||||
v-access:code="['crm:clue:update']"
|
||||
>
|
||||
{{ $t('ui.actionTitle.edit') }}
|
||||
|
|
@ -114,7 +114,7 @@ onMounted(async () => {
|
|||
<Button
|
||||
v-if="permissionListRef?.validateOwnerUser"
|
||||
type="primary"
|
||||
@click="onTransfer"
|
||||
@click="handleTransfer"
|
||||
v-access:code="['crm:clue:update']"
|
||||
>
|
||||
转移
|
||||
|
|
@ -122,7 +122,7 @@ onMounted(async () => {
|
|||
<Button
|
||||
v-if="permissionListRef?.validateOwnerUser && !clue?.transformStatus"
|
||||
type="primary"
|
||||
@click="onTransform"
|
||||
@click="handleTransform"
|
||||
v-access:code="['crm:clue:update']"
|
||||
>
|
||||
转化为客户
|
||||
|
|
|
|||
|
|
@ -0,0 +1,276 @@
|
|||
import type { VbenFormSchema } from '#/adapter/form';
|
||||
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
|
||||
|
||||
import { getSimpleBusinessList } from '#/api/crm/business';
|
||||
import { getSimpleContactList } from '#/api/crm/contact';
|
||||
import { getCustomerSimpleList } from '#/api/crm/customer';
|
||||
import { floatToFixed2 } from '#/utils';
|
||||
import { DICT_TYPE } from '#/utils/dict';
|
||||
|
||||
/** 新增/修改的表单 */
|
||||
export function useFormSchema(): VbenFormSchema[] {
|
||||
return [
|
||||
{
|
||||
fieldName: 'no',
|
||||
label: '合同编号',
|
||||
component: 'Input',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
placeholder: '请输入合同编号',
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'name',
|
||||
label: '合同名称',
|
||||
component: 'Input',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
placeholder: '请输入合同名称',
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'customerId',
|
||||
label: '客户',
|
||||
component: 'ApiSelect',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
api: getCustomerSimpleList,
|
||||
labelField: 'name',
|
||||
valueField: 'id',
|
||||
placeholder: '请选择客户',
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'businessId',
|
||||
label: '商机',
|
||||
component: 'ApiSelect',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
api: getSimpleBusinessList,
|
||||
labelField: 'name',
|
||||
valueField: 'id',
|
||||
placeholder: '请选择商机',
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'totalPrice',
|
||||
label: '合同金额',
|
||||
component: 'InputNumber',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
placeholder: '请输入合同金额',
|
||||
min: 0,
|
||||
precision: 2,
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'orderDate',
|
||||
label: '下单时间',
|
||||
component: 'DatePicker',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
placeholder: '请选择下单时间',
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'startTime',
|
||||
label: '合同开始时间',
|
||||
component: 'DatePicker',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
placeholder: '请选择合同开始时间',
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'endTime',
|
||||
label: '合同结束时间',
|
||||
component: 'DatePicker',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
placeholder: '请选择合同结束时间',
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'signContactId',
|
||||
label: '客户签约人',
|
||||
component: 'ApiSelect',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
api: getSimpleContactList,
|
||||
labelField: 'name',
|
||||
valueField: 'id',
|
||||
placeholder: '请选择客户签约人',
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'remark',
|
||||
label: '备注',
|
||||
component: 'Textarea',
|
||||
componentProps: {
|
||||
placeholder: '请输入备注',
|
||||
rows: 4,
|
||||
},
|
||||
},
|
||||
];
|
||||
}
|
||||
|
||||
/** 列表的搜索表单 */
|
||||
export function useGridFormSchema(): VbenFormSchema[] {
|
||||
return [
|
||||
{
|
||||
fieldName: 'no',
|
||||
label: '合同编号',
|
||||
component: 'Input',
|
||||
},
|
||||
{
|
||||
fieldName: 'name',
|
||||
label: '合同名称',
|
||||
component: 'Input',
|
||||
},
|
||||
{
|
||||
fieldName: 'customerId',
|
||||
label: '客户',
|
||||
component: 'ApiSelect',
|
||||
componentProps: {
|
||||
api: getCustomerSimpleList,
|
||||
labelField: 'name',
|
||||
valueField: 'id',
|
||||
placeholder: '请选择客户',
|
||||
},
|
||||
},
|
||||
];
|
||||
}
|
||||
|
||||
export function useGridColumns(): VxeTableGridOptions['columns'] {
|
||||
return [
|
||||
{
|
||||
title: '合同编号',
|
||||
field: 'no',
|
||||
width: 150,
|
||||
fixed: 'left',
|
||||
},
|
||||
{
|
||||
title: '合同名称',
|
||||
field: 'name',
|
||||
width: 150,
|
||||
fixed: 'left',
|
||||
slots: { default: 'name' },
|
||||
},
|
||||
{
|
||||
title: '客户名称',
|
||||
field: 'customerName',
|
||||
width: 150,
|
||||
slots: { default: 'customerName' },
|
||||
},
|
||||
{
|
||||
title: '商机名称',
|
||||
field: 'businessName',
|
||||
width: 150,
|
||||
slots: { default: 'businessName' },
|
||||
},
|
||||
{
|
||||
title: '合同金额（元）',
|
||||
field: 'totalPrice',
|
||||
width: 150,
|
||||
formatter: 'formatNumber',
|
||||
},
|
||||
{
|
||||
title: '下单时间',
|
||||
field: 'orderDate',
|
||||
width: 150,
|
||||
formatter: 'formatDateTime',
|
||||
},
|
||||
{
|
||||
title: '合同开始时间',
|
||||
field: 'startTime',
|
||||
width: 150,
|
||||
formatter: 'formatDateTime',
|
||||
},
|
||||
{
|
||||
title: '合同结束时间',
|
||||
field: 'endTime',
|
||||
width: 150,
|
||||
formatter: 'formatDateTime',
|
||||
},
|
||||
{
|
||||
title: '客户签约人',
|
||||
field: 'signContactName',
|
||||
width: 150,
|
||||
slots: { default: 'signContactName' },
|
||||
},
|
||||
{
|
||||
title: '公司签约人',
|
||||
field: 'signUserName',
|
||||
width: 150,
|
||||
},
|
||||
{
|
||||
title: '已回款金额（元）',
|
||||
field: 'totalReceivablePrice',
|
||||
width: 150,
|
||||
formatter: 'formatNumber',
|
||||
},
|
||||
{
|
||||
title: '未回款金额（元）',
|
||||
field: 'unpaidPrice',
|
||||
width: 150,
|
||||
formatter: ({ row }) => {
|
||||
return floatToFixed2(row.totalPrice - row.totalReceivablePrice);
|
||||
},
|
||||
},
|
||||
{
|
||||
title: '最后跟进时间',
|
||||
field: 'contactLastTime',
|
||||
width: 150,
|
||||
formatter: 'formatDateTime',
|
||||
},
|
||||
{
|
||||
title: '负责人',
|
||||
field: 'ownerUserName',
|
||||
width: 150,
|
||||
},
|
||||
{
|
||||
title: '所属部门',
|
||||
field: 'ownerUserDeptName',
|
||||
width: 150,
|
||||
},
|
||||
{
|
||||
title: '更新时间',
|
||||
field: 'updateTime',
|
||||
width: 150,
|
||||
formatter: 'formatDateTime',
|
||||
},
|
||||
{
|
||||
title: '创建时间',
|
||||
field: 'createTime',
|
||||
width: 150,
|
||||
formatter: 'formatDateTime',
|
||||
},
|
||||
{
|
||||
title: '创建人',
|
||||
field: 'creatorName',
|
||||
width: 150,
|
||||
},
|
||||
{
|
||||
title: '备注',
|
||||
field: 'remark',
|
||||
width: 150,
|
||||
},
|
||||
{
|
||||
title: '合同状态',
|
||||
field: 'auditStatus',
|
||||
fixed: 'right',
|
||||
width: 100,
|
||||
cellRender: {
|
||||
name: 'CellDict',
|
||||
props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
|
||||
},
|
||||
},
|
||||
{
|
||||
title: '操作',
|
||||
field: 'actions',
|
||||
fixed: 'right',
|
||||
width: 130,
|
||||
slots: { default: 'actions' },
|
||||
},
|
||||
];
|
||||
}
|
||||
|
|
@ -1,38 +1,265 @@
|
|||
<script lang="ts" setup>
|
||||
import { Page } from '@vben/common-ui';
|
||||
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
|
||||
import type { CrmContractApi } from '#/api/crm/contract';
|
||||
|
||||
import { Button } from 'ant-design-vue';
|
||||
import { ref } from 'vue';
|
||||
import { useRouter } from 'vue-router';
|
||||
|
||||
import { Page, useVbenModal } from '@vben/common-ui';
|
||||
import { downloadFileFromBlobPart } from '@vben/utils';
|
||||
|
||||
import { Button, message, Tabs } from 'ant-design-vue';
|
||||
|
||||
import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
|
||||
import {
|
||||
deleteContract,
|
||||
exportContract,
|
||||
getContractPage,
|
||||
submitContract,
|
||||
} from '#/api/crm/contract';
|
||||
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 sceneType = ref('1');
|
||||
|
||||
const [FormModal, formModalApi] = useVbenModal({
|
||||
connectedComponent: Form,
|
||||
destroyOnClose: true,
|
||||
});
|
||||
|
||||
/** 刷新表格 */
|
||||
function onRefresh() {
|
||||
gridApi.query();
|
||||
}
|
||||
|
||||
/** 导出表格 */
|
||||
async function handleExport() {
|
||||
const data = await exportContract(await gridApi.formApi.getValues());
|
||||
downloadFileFromBlobPart({ fileName: '合同.xls', source: data });
|
||||
}
|
||||
|
||||
/** 创建合同 */
|
||||
function handleCreate() {
|
||||
formModalApi.setData(null).open();
|
||||
}
|
||||
|
||||
/** 编辑合同 */
|
||||
function handleEdit(row: CrmContractApi.Contract) {
|
||||
formModalApi.setData(row).open();
|
||||
}
|
||||
|
||||
/** 删除合同 */
|
||||
async function handleDelete(row: CrmContractApi.Contract) {
|
||||
const hideLoading = message.loading({
|
||||
content: $t('ui.actionMessage.deleting', [row.name]),
|
||||
key: 'action_key_msg',
|
||||
});
|
||||
try {
|
||||
await deleteContract(row.id as number);
|
||||
message.success({
|
||||
content: $t('ui.actionMessage.deleteSuccess', [row.name]),
|
||||
key: 'action_key_msg',
|
||||
});
|
||||
onRefresh();
|
||||
} finally {
|
||||
hideLoading();
|
||||
}
|
||||
}
|
||||
|
||||
/** 提交审核 */
|
||||
async function handleSubmit(row: CrmContractApi.Contract) {
|
||||
const hideLoading = message.loading({
|
||||
content: $t('ui.actionMessage.submitting', [row.name]),
|
||||
key: 'action_key_msg',
|
||||
});
|
||||
try {
|
||||
await submitContract(row.id as number);
|
||||
message.success({
|
||||
content: $t('ui.actionMessage.submitSuccess', [row.name]),
|
||||
key: 'action_key_msg',
|
||||
});
|
||||
onRefresh();
|
||||
} finally {
|
||||
hideLoading();
|
||||
}
|
||||
}
|
||||
|
||||
/** 查看合同详情 */
|
||||
function handleDetail(row: CrmContractApi.Contract) {
|
||||
push({ name: 'CrmContractDetail', params: { id: row.id } });
|
||||
}
|
||||
|
||||
/** 查看客户详情 */
|
||||
function handleCustomerDetail(row: CrmContractApi.Contract) {
|
||||
push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
|
||||
}
|
||||
|
||||
/** 查看联系人详情 */
|
||||
function handleContactDetail(row: CrmContractApi.Contract) {
|
||||
push({ name: 'CrmContactDetail', params: { id: row.signContactId } });
|
||||
}
|
||||
|
||||
/** 查看商机详情 */
|
||||
function handleBusinessDetail(row: CrmContractApi.Contract) {
|
||||
push({ name: 'CrmBusinessDetail', params: { id: row.businessId } });
|
||||
}
|
||||
|
||||
/** 查看审批详情 */
|
||||
function handleProcessDetail(row: CrmContractApi.Contract) {
|
||||
push({
|
||||
name: 'BpmProcessInstanceDetail',
|
||||
query: { id: row.processInstanceId },
|
||||
});
|
||||
}
|
||||
|
||||
const [Grid, gridApi] = useVbenVxeGrid({
|
||||
formOptions: {
|
||||
schema: useGridFormSchema(),
|
||||
},
|
||||
gridOptions: {
|
||||
columns: useGridColumns(),
|
||||
height: 'auto',
|
||||
keepSource: true,
|
||||
proxyConfig: {
|
||||
ajax: {
|
||||
query: async ({ page }, formValues) => {
|
||||
return await getContractPage({
|
||||
page: page.currentPage,
|
||||
pageSize: page.pageSize,
|
||||
sceneType: sceneType.value,
|
||||
...formValues,
|
||||
});
|
||||
},
|
||||
},
|
||||
},
|
||||
rowConfig: {
|
||||
keyField: 'id',
|
||||
},
|
||||
toolbarConfig: {
|
||||
refresh: { code: 'query' },
|
||||
search: true,
|
||||
},
|
||||
} as VxeTableGridOptions<CrmContractApi.Contract>,
|
||||
});
|
||||
|
||||
function onChangeSceneType(key: number | string) {
|
||||
sceneType.value = key.toString();
|
||||
gridApi.query();
|
||||
}
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<Page>
|
||||
<DocAlert
|
||||
title="【合同】合同管理、合同提醒"
|
||||
url="https://doc.iocoder.cn/crm/contract/"
|
||||
/>
|
||||
<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/contract/index"
|
||||
>
|
||||
可参考
|
||||
https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/contract/index
|
||||
代码，pull request 贡献给我们！
|
||||
</Button>
|
||||
<Page auto-content-height>
|
||||
<template #doc>
|
||||
<DocAlert
|
||||
title="【合同】合同管理、合同提醒"
|
||||
url="https://doc.iocoder.cn/crm/contract/"
|
||||
/>
|
||||
<DocAlert
|
||||
title="【通用】数据权限"
|
||||
url="https://doc.iocoder.cn/crm/permission/"
|
||||
/>
|
||||
</template>
|
||||
|
||||
<FormModal @success="onRefresh" />
|
||||
<Grid>
|
||||
<template #top>
|
||||
<Tabs class="border-none" @change="onChangeSceneType">
|
||||
<Tabs.TabPane tab="我负责的" key="1" />
|
||||
<Tabs.TabPane tab="我参与的" key="2" />
|
||||
<Tabs.TabPane tab="下属负责的" key="3" />
|
||||
</Tabs>
|
||||
</template>
|
||||
<template #toolbar-tools>
|
||||
<TableAction
|
||||
:actions="[
|
||||
{
|
||||
label: $t('ui.actionTitle.create', ['合同']),
|
||||
type: 'primary',
|
||||
icon: ACTION_ICON.ADD,
|
||||
auth: ['crm:contract:create'],
|
||||
onClick: handleCreate,
|
||||
},
|
||||
{
|
||||
label: $t('ui.actionTitle.export'),
|
||||
type: 'primary',
|
||||
icon: ACTION_ICON.DOWNLOAD,
|
||||
auth: ['crm:contract:export'],
|
||||
onClick: handleExport,
|
||||
},
|
||||
]"
|
||||
/>
|
||||
</template>
|
||||
<template #name="{ row }">
|
||||
<Button type="link" @click="handleDetail(row)">
|
||||
{{ row.name }}
|
||||
</Button>
|
||||
</template>
|
||||
<template #customerName="{ row }">
|
||||
<Button type="link" @click="handleCustomerDetail(row)">
|
||||
{{ row.customerName }}
|
||||
</Button>
|
||||
</template>
|
||||
<template #businessName="{ row }">
|
||||
<Button type="link" @click="handleBusinessDetail(row)">
|
||||
{{ row.businessName }}
|
||||
</Button>
|
||||
</template>
|
||||
<template #signContactName="{ row }">
|
||||
<Button type="link" @click="handleContactDetail(row)">
|
||||
{{ row.signContactName }}
|
||||
</Button>
|
||||
</template>
|
||||
<template #actions="{ row }">
|
||||
<TableAction
|
||||
:actions="[
|
||||
{
|
||||
label: $t('common.edit'),
|
||||
type: 'link',
|
||||
icon: ACTION_ICON.EDIT,
|
||||
auth: ['crm:contract:update'],
|
||||
onClick: handleEdit.bind(null, row),
|
||||
ifShow: row.auditStatus === 0,
|
||||
},
|
||||
]"
|
||||
:drop-down-actions="[
|
||||
{
|
||||
label: '提交审核',
|
||||
type: 'link',
|
||||
auth: ['crm:contract:update'],
|
||||
onClick: handleSubmit.bind(null, row),
|
||||
ifShow: row.auditStatus === 0,
|
||||
},
|
||||
{
|
||||
label: '查看审批',
|
||||
type: 'link',
|
||||
auth: ['crm:contract:update'],
|
||||
onClick: handleProcessDetail.bind(null, row),
|
||||
ifShow: row.auditStatus !== 0,
|
||||
},
|
||||
{
|
||||
label: $t('common.detail'),
|
||||
type: 'link',
|
||||
auth: ['crm:contract:query'],
|
||||
onClick: handleDetail.bind(null, row),
|
||||
},
|
||||
{
|
||||
label: $t('common.delete'),
|
||||
type: 'link',
|
||||
danger: true,
|
||||
auth: ['crm:contract:delete'],
|
||||
popConfirm: {
|
||||
title: $t('ui.actionMessage.deleteConfirm', [row.name]),
|
||||
confirm: handleDelete.bind(null, row),
|
||||
},
|
||||
},
|
||||
]"
|
||||
/>
|
||||
</template>
|
||||
</Grid>
|
||||
</Page>
|
||||
</template>
|
||||
|
|
|
|||
|
|
@ -0,0 +1,85 @@
|
|||
<script lang="ts" setup>
|
||||
import type { CrmContractApi } from '#/api/crm/contract';
|
||||
|
||||
import { computed, ref } from 'vue';
|
||||
|
||||
import { useVbenForm, useVbenModal } from '@vben/common-ui';
|
||||
|
||||
import { message } from 'ant-design-vue';
|
||||
|
||||
import {
|
||||
createContract,
|
||||
getContract,
|
||||
updateContract,
|
||||
} from '#/api/crm/contract';
|
||||
import { $t } from '#/locales';
|
||||
|
||||
import { useFormSchema } from '../data';
|
||||
|
||||
const emit = defineEmits(['success']);
|
||||
const formData = ref<CrmContractApi.Contract>();
|
||||
const getTitle = computed(() => {
|
||||
return formData.value?.id
|
||||
? $t('ui.actionTitle.edit', ['合同'])
|
||||
: $t('ui.actionTitle.create', ['合同']);
|
||||
});
|
||||
|
||||
const [Form, formApi] = useVbenForm({
|
||||
commonConfig: {
|
||||
componentProps: {
|
||||
class: 'w-full',
|
||||
},
|
||||
},
|
||||
// 一共2列
|
||||
wrapperClass: 'grid-cols-2',
|
||||
layout: 'horizontal',
|
||||
schema: useFormSchema(),
|
||||
showDefaultActions: false,
|
||||
});
|
||||
|
||||
const [Modal, modalApi] = useVbenModal({
|
||||
async onConfirm() {
|
||||
const { valid } = await formApi.validate();
|
||||
if (!valid) {
|
||||
return;
|
||||
}
|
||||
modalApi.lock();
|
||||
// 提交表单
|
||||
const data = (await formApi.getValues()) as CrmContractApi.Contract;
|
||||
try {
|
||||
await (formData.value?.id ? updateContract(data) : createContract(data));
|
||||
// 关闭并提示
|
||||
await modalApi.close();
|
||||
emit('success');
|
||||
message.success($t('ui.actionMessage.operationSuccess'));
|
||||
} finally {
|
||||
modalApi.unlock();
|
||||
}
|
||||
},
|
||||
async onOpenChange(isOpen: boolean) {
|
||||
if (!isOpen) {
|
||||
formData.value = undefined;
|
||||
return;
|
||||
}
|
||||
// 加载数据
|
||||
const data = modalApi.getData<CrmContractApi.Contract>();
|
||||
if (!data || !data.id) {
|
||||
return;
|
||||
}
|
||||
modalApi.lock();
|
||||
try {
|
||||
formData.value = await getContract(data.id as number);
|
||||
// 设置到 values
|
||||
await formApi.setValues(formData.value);
|
||||
} finally {
|
||||
modalApi.unlock();
|
||||
}
|
||||
},
|
||||
});
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<Modal :title="getTitle" class="w-[40%]">
|
||||
<Form class="mx-4" />
|
||||
</Modal>
|
||||
</template>
|
||||
|
|
@ -1,7 +1,10 @@
|
|||
import type { VbenFormSchema } from '#/adapter/form';
|
||||
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
|
||||
|
||||
import { handleTree } from '@vben/utils';
|
||||
|
||||
import { z } from '#/adapter/form';
|
||||
import { getProductCategoryList } from '#/api/crm/product/category';
|
||||
import { CommonStatusEnum, DICT_TYPE, getDictOptions } from '#/utils';
|
||||
|
||||
/** 新增/修改的表单 */
|
||||
|
|
@ -28,17 +31,24 @@ export function useFormSchema(): VbenFormSchema[] {
|
|||
rules: 'required',
|
||||
},
|
||||
{
|
||||
component: 'Input',
|
||||
component: 'ApiTreeSelect',
|
||||
fieldName: 'categoryName',
|
||||
label: '产品类型',
|
||||
rules: 'required',
|
||||
componentProps: {
|
||||
api: async () => {
|
||||
const data = await getProductCategoryList();
|
||||
return handleTree(data);
|
||||
},
|
||||
fieldNames: { label: 'name', value: 'id', children: 'children' },
|
||||
},
|
||||
},
|
||||
{
|
||||
fieldName: 'unit',
|
||||
label: '产品单位',
|
||||
component: 'Select',
|
||||
componentProps: {
|
||||
options: getDictOptions(DICT_TYPE.CRM_PRODUCT_UNIT),
|
||||
options: getDictOptions(DICT_TYPE.CRM_PRODUCT_UNIT, 'number'),
|
||||
},
|
||||
rules: 'required',
|
||||
},
|
||||
|
|
|
|||
Loading…
Reference in New Issue