feat: crm customer pool

pull/121/head^2
xingyu4j 2025-05-29 20:03:12 +08:00
parent 5424775317
commit b4855beb1f
2 changed files with 241 additions and 27 deletions

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@ -0,0 +1,155 @@
import type { VbenFormSchema } from '#/adapter/form';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import { DICT_TYPE, getDictOptions } from '#/utils/dict';
/** 列表的搜索表单 */
export function useGridFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'name',
label: '客户名称',
component: 'Input',
componentProps: {
placeholder: '请输入客户名称',
},
},
{
fieldName: 'mobile',
label: '手机',
component: 'Input',
componentProps: {
placeholder: '请输入手机',
},
},
{
fieldName: 'industryId',
label: '所属行业',
component: 'Select',
componentProps: {
options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_INDUSTRY, 'number'),
placeholder: '请选择所属行业',
},
},
{
fieldName: 'level',
label: '客户级别',
component: 'Select',
componentProps: {
options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_LEVEL, 'number'),
placeholder: '请选择客户级别',
},
},
{
fieldName: 'source',
label: '客户来源',
component: 'Select',
componentProps: {
options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_SOURCE, 'number'),
placeholder: '请选择客户来源',
},
},
];
}
export function useGridColumns(): VxeTableGridOptions['columns'] {
return [
{
title: '客户名称',
field: 'name',
width: 160,
fixed: 'left',
slots: { default: 'name' },
},
{
title: '客户来源',
field: 'source',
width: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
},
},
{
title: '手机',
field: 'mobile',
width: 120,
},
{
title: '电话',
field: 'telephone',
width: 120,
},
{
title: '邮箱',
field: 'email',
width: 140,
},
{
title: '客户级别',
field: 'level',
width: 135,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
},
},
{
title: '客户行业',
field: 'industryId',
width: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
},
},
{
title: '下次联系时间',
field: 'contactNextTime',
width: 180,
formatter: 'formatDateTime',
},
{
title: '备注',
field: 'remark',
width: 200,
},
{
title: '成交状态',
field: 'dealStatus',
width: 80,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
},
},
{
title: '最后跟进时间',
field: 'contactLastTime',
width: 180,
formatter: 'formatDateTime',
},
{
title: '最后跟进记录',
field: 'contactLastContent',
width: 200,
},
{
title: '更新时间',
field: 'updateTime',
width: 180,
formatter: 'formatDateTime',
},
{
title: '创建时间',
field: 'createTime',
width: 180,
formatter: 'formatDateTime',
},
{
title: '创建人',
field: 'creatorName',
width: 100,
},
];
}

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@ -1,38 +1,97 @@
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmCustomerApi } from '#/api/crm/customer';
import { useRouter } from 'vue-router';
import { Page } from '@vben/common-ui';
import { downloadFileFromBlobPart } from '@vben/utils';
import { Button } from 'ant-design-vue';
import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
import { exportCustomer, getCustomerPage } from '#/api/crm/customer';
import { DocAlert } from '#/components/doc-alert';
import { $t } from '#/locales';
import { useGridColumns, useGridFormSchema } from './data';
const { push } = useRouter();
/** 导出表格 */
async function handleExport() {
const data = await exportCustomer(await gridApi.formApi.getValues());
downloadFileFromBlobPart({ fileName: '客户公海.xls', source: data });
}
/** 查看客户详情 */
function handleDetail(row: CrmCustomerApi.Customer) {
push({ name: 'CrmCustomerDetail', params: { id: row.id } });
}
const [Grid, gridApi] = useVbenVxeGrid({
formOptions: {
schema: useGridFormSchema(),
},
gridOptions: {
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
return await getCustomerPage({
page: page.currentPage,
pageSize: page.pageSize,
pool: true,
...formValues,
});
},
},
},
rowConfig: {
keyField: 'id',
},
toolbarConfig: {
refresh: { code: 'query' },
search: true,
},
} as VxeTableGridOptions<CrmCustomerApi.Customer>,
});
</script>
<template>
<Page>
<DocAlert
title="【客户】客户管理、公海客户"
url="https://doc.iocoder.cn/crm/customer/"
/>
<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/customer/pool/index"
>
可参考
https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/customer/pool/index
代码pull request 贡献给我们
</Button>
<Page auto-content-height>
<template #doc>
<DocAlert
title="【客户】客户管理、公海客户"
url="https://doc.iocoder.cn/crm/customer/"
/>
<DocAlert
title="【通用】数据权限"
url="https://doc.iocoder.cn/crm/permission/"
/>
</template>
<Grid>
<template #toolbar-tools>
<TableAction
:actions="[
{
label: $t('ui.actionTitle.export'),
type: 'primary',
icon: ACTION_ICON.DOWNLOAD,
auth: ['crm:customer:export'],
onClick: handleExport,
},
]"
/>
</template>
<template #name="{ row }">
<Button type="link" @click="handleDetail(row)">
{{ row.name }}
</Button>
</template>
</Grid>
</Page>
</template>