crm 报价商机合同三块整改

2025-04-25 10:47:50 +09:00 · 2025-04-25 10:47:50 +09:00 · 112b15ed81
parent bbd67d77a8
commit 112b15ed81
9 changed files with 1012 additions and 38 deletions
--- a/.vscode/launch.json
+++ b/.vscode/launch.json
@ -5,9 +5,9 @@
  "version": "0.2.0",
  "configurations": [
    {
-      "type": "msedge",
+      "type": "chrome",
      "request": "launch",
-      "name": "Launch Edge against localhost",
+      "name": "Launch chrome against localhost",
      "url": "http://localhost",
      "webRoot": "${workspaceFolder}/src",
      "sourceMaps": true
--- a/src/api/crm/quotation/index.ts
+++ b/src/api/crm/quotation/index.ts
@ -0,0 +1,69 @@
+import request from '@/config/axios'
+
+// CRM 方案报价 VO
+export interface QuotationVO {
+  no: string // 报价单编号
+  customerId: number // 客户id
+  businessId: number // 商机编号
+  invoiceTemplateId: number // 票据模板Id
+  processInstanceId: string // 工作流编号
+  auditStatus: number // 审批状态
+  ownerUserId: number // 商机负责人
+  expanderUserId: number // 拓展人
+  pricingUserId: number // 方案报价人
+  signUserId: number // 报价签约人
+  signPhoneNumber: number // 签约人联系电话
+  signEmail: string // 签约人Email
+  signWechat: string // 签约人微信
+  startTime: Date // 开始时间
+  totalPrice: number // 合同总金额
+  paymentTerm: string // 账期
+  creditMethod: number // 授信方式
+  creditCalcCycle: number // 授信计算周期
+  creditLimit: number // 授信额度
+  partnerCompanyId: number // 合作主体 关联部门id
+  deptId: number // 归属部门Id
+  creator: string // 创建者
+  createTime: Date // 创建时间
+  updater: string // 更新者
+}
+
+// CRM 方案报价 API
+export const QuotationApi = {
+  // 查询CRM 方案报价分页
+  getQuotationPage: async (params: any) => {
+    return await request.get({ url: `/crm/quotation/page`, params })
+  },
+
+  // 查询CRM 方案报价详情
+  getQuotation: async (id: number) => {
+    return await request.get({ url: `/crm/quotation/get?id=` + id })
+  },
+
+  // 新增CRM 方案报价
+  createQuotation: async (data: QuotationVO) => {
+    return await request.post({ url: `/crm/quotation/create`, data })
+  },
+
+  // 修改CRM 方案报价
+  updateQuotation: async (data: QuotationVO) => {
+    return await request.put({ url: `/crm/quotation/update`, data })
+  },
+
+  // 删除CRM 方案报价
+  deleteQuotation: async (id: number) => {
+    return await request.delete({ url: `/crm/quotation/delete?id=` + id })
+  },
+
+  // 导出CRM 方案报价 Excel
+  exportQuotation: async (params) => {
+    return await request.download({ url: `/crm/quotation/export-excel`, params })
+  },
+
+// ==================== 子表（CRM 报价产品关联） ====================
+
+  // 获得CRM 报价产品关联列表
+  getQuotationProductListByQuotationId: async (quotationId) => {
+    return await request.get({ url: `/crm/quotation/quotation-product/list-by-quotation-id?quotationId=` + quotationId })
+  }
+}
--- a/src/views/crm/business/BusinessForm.vue
+++ b/src/views/crm/business/BusinessForm.vue
@ -18,6 +18,24 @@
            <el-select
              v-model="formData.ownerUserId"
              :disabled="formType !== 'create'"
+              placeholder="请选择负责人"
+              class="w-1/1"
+            >
+              <el-option
+                v-for="item in userOptions"
+                :key="item.id"
+                :label="item.nickname"
+                :value="item.id"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="需求提交人" prop="requestorUserId">
+            <el-select
+              v-model="formData.requestorUserId"
+              :disabled="formType !== 'create'"
+              placeholder="请选择需求提交人"
              class="w-1/1"
            >
              <el-option
@ -77,6 +95,76 @@
            />
          </el-form-item>
        </el-col>
+        <el-col :span="8">
+          <el-form-item label="销售阶段" prop="saleStage">
+            <el-select v-model="formData.saleStage" placeholder="请选择销售阶段">
+              <el-option
+                v-for="dict in getIntDictOptions('sale_stage')"
+                :key="dict.value"
+                :label="dict.label"
+                :value="dict.value"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+      </el-row>
+      <el-row>
+        <el-col :span="8">
+          <el-form-item label="账期" prop="paymentTerm">
+            <el-select v-model="formData.paymentTerm" placeholder="请选择账期">
+              <el-option
+                v-for="dict in getStrDictOptions('payment_term')"
+                :key="dict.value"
+                :label="dict.label"
+                :value="dict.value"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="授信方式" prop="creditMethod">
+            <el-select v-model="formData.creditMethod" placeholder="请选择授信方式">
+              <el-option
+                v-for="dict in getIntDictOptions('credit_method')"
+                :key="dict.value"
+                :label="dict.label"
+                :value="dict.value"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="授信计算周期" prop="creditCalcCycle">
+            <el-select v-model="formData.creditCalcCycle" placeholder="请选择授信计算周期">
+              <el-option
+                v-for="dict in getIntDictOptions('credit_calc_cycle')"
+                :key="dict.value"
+                :label="dict.label"
+                :value="dict.value"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="授信额度" prop="creditLimit">
+            <el-input v-model="formData.creditLimit" placeholder="请输入授信额度" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="是否技术需求支持" prop="techSupport">
+            <el-radio-group v-model="formData.techSupport">
+              <el-radio
+                v-for="dict in getBoolDictOptions('tech_support')"
+                :key="dict.value"
+                :label="dict.value"
+              >
+                {{ dict.label }}
+              </el-radio>
+            </el-radio-group>
+          </el-form-item>
+        </el-col>
+      </el-row>
+      <el-row>
        <el-col :span="8">
          <el-form-item label="备注" prop="remark">
            <el-input type="textarea" v-model="formData.remark" placeholder="请输入备注" />
@ -97,15 +185,24 @@
      </ContentWrap>
      <el-row>
        <el-col :span="8">
-          <el-form-item label="产品总金额" prop="totalProductPrice">
+          <el-form-item label="线上总金额" prop="onlinePrice">
            <el-input
              disabled
-              v-model="formData.totalProductPrice"
+              v-model="formData.onlinePrice"
              :formatter="erpPriceInputFormatter"
            />
          </el-form-item>
        </el-col>
        <el-col :span="8">
+          <el-form-item label="线下总金额" prop="offlinePrice">
+            <el-input
+              disabled
+              v-model="formData.offlinePrice"
+              :formatter="erpPriceInputFormatter"
+            />
+          </el-form-item>
+        </el-col>
+        <!-- <el-col :span="8">
          <el-form-item label="整单折扣（%）" prop="discountPercent">
            <el-input-number
              v-model="formData.discountPercent"
@ -116,7 +213,7 @@
              class="!w-1/1"
            />
          </el-form-item>
-        </el-col>
+        </el-col> -->
        <el-col :span="8">
          <el-form-item label="折扣后金额" prop="price">
            <el-input
@ -136,6 +233,7 @@
  </Dialog>
 </template>
 <script setup lang="ts">
+import { getIntDictOptions, getStrDictOptions, DICT_TYPE, getBoolDictOptions } from '@/utils/dict'
 import * as BusinessApi from '@/api/crm/business'
 import * as BusinessStatusApi from '@/api/crm/business/status'
 import * as CustomerApi from '@/api/crm/customer'
@ -155,16 +253,28 @@ const formData = ref({
  id: undefined,
  name: undefined,
  customerId: undefined,
+  followUpStatus: undefined,
+  contactLastTime: undefined,
+  contactNextTime: undefined,
  ownerUserId: undefined,
+  requestorUserId: undefined,
  statusTypeId: undefined,
+  statusId: undefined,
+  endStatus: undefined,
  dealTime: undefined,
-  discountPercent: 0,
+  onlinePrice: undefined,
+  offlinePrice: undefined,
  totalProductPrice: undefined,
+  discountPercent: undefined,
  totalPrice: undefined,
+  saleStage: undefined,
+  paymentTerm: undefined,
+  creditMethod: undefined,
+  creditCalcCycle: undefined,
+  creditLimit: undefined,
+  techSupport: undefined,
  remark: undefined,
-  products: [],
-  contactId: undefined,
-  customerDefault: false
+  endRemark: undefined
 })
 const formRules = reactive({
  name: [{ required: true, message: '商机名称不能为空', trigger: 'blur' }],
@ -188,15 +298,12 @@ watch(
    if (!val) {
      return
    }
-    const totalProductPrice = val.products.reduce((prev, curr) => prev + curr.totalPrice, 0)
-    const discountPrice =
-      val.discountPercent != null
-        ? erpPriceMultiply(totalProductPrice, val.discountPercent / 100.0)
-        : 0
-    const totalPrice = totalProductPrice - discountPrice
+    const totalOnlinePrice = val.products.reduce((prev, curr) => prev + curr.onlinePrice, 0)
+    const totalOfflinePrice = val.products.reduce((prev, curr) => prev + curr.offlinePrice, 0)
    // 赋值
-    formData.value.totalProductPrice = totalProductPrice
-    formData.value.totalPrice = totalPrice
+    formData.value.onlinePrice = totalOnlinePrice
+    formData.value.offlinePrice = totalOfflinePrice
+    formData.value.totalPrice = totalOnlinePrice + totalOfflinePrice
  },
  { deep: true }
 )
--- a/src/views/crm/business/components/BusinessProductForm.vue
+++ b/src/views/crm/business/components/BusinessProductForm.vue
@ -30,6 +30,13 @@
          </el-form-item>
        </template>
      </el-table-column>
+      <el-table-column label="产品分类" min-width="150">
+        <template #default="{ row }">
+          <el-form-item class="mb-0px!">
+            <el-input disabled v-model="row.productCategoryId" />
+          </el-form-item>
+        </template>
+      </el-table-column>
      <el-table-column label="条码" min-width="150">
        <template #default="{ row }">
          <el-form-item class="mb-0px!">
@ -42,18 +49,11 @@
          <dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="row.productUnit" />
        </template>
      </el-table-column>
-      <el-table-column label="价格（元）" min-width="120">
-        <template #default="{ row }">
-          <el-form-item class="mb-0px!">
-            <el-input disabled v-model="row.productPrice" :formatter="erpPriceInputFormatter" />
-          </el-form-item>
-        </template>
-      </el-table-column>
-      <el-table-column label="售价（元）" fixed="right" min-width="140">
+      <el-table-column label="线上价格（元）" fixed="right" min-width="140">
        <template #default="{ row, $index }">
-          <el-form-item :prop="`${$index}.businessPrice`" class="mb-0px!">
+          <el-form-item :prop="`${$index}.onlinePrice`" class="mb-0px!">
            <el-input-number
-              v-model="row.businessPrice"
+              v-model="row.onlinePrice"
              controls-position="right"
              :min="0.001"
              :precision="2"
@ -62,14 +62,14 @@
          </el-form-item>
        </template>
      </el-table-column>
-      <el-table-column label="数量" prop="count" fixed="right" min-width="120">
+      <el-table-column label="线下价格（元）" fixed="right" min-width="140">
        <template #default="{ row, $index }">
-          <el-form-item :prop="`${$index}.count`" :rules="formRules.count" class="mb-0px!">
+          <el-form-item :prop="`${$index}.offlinePrice`" class="mb-0px!">
            <el-input-number
-              v-model="row.count"
+              v-model="row.offlinePrice"
              controls-position="right"
              :min="0.001"
-              :precision="3"
+              :precision="2"
              class="!w-100%"
            />
          </el-form-item>
@ -131,7 +131,7 @@ watch(
    // 循环处理
    val.forEach((item) => {
      if (item.businessPrice != null && item.count != null) {
-        item.totalPrice = erpPriceMultiply(item.businessPrice, item.count)
+        item.totalPrice = item.offlinePrice + item.onlinePrice
      } else {
        item.totalPrice = undefined
      }
@ -145,9 +145,14 @@ const handleAdd = () => {
  const row = {
    id: undefined,
    productId: undefined,
+    productName: undefined,
+    productCategoryId: undefined, //产品分类编号
    productUnit: undefined, // 产品单位
    productNo: undefined, // 产品条码
    productPrice: undefined, // 产品价格
+    onlinePrice: undefined, // 产品价格
+    offlinePrice: undefined, // 产品价格
+    totalPrice: undefined,
    businessPrice: undefined,
    count: 1
  }
@ -163,7 +168,13 @@ const handleDelete = (index: number) => {
 const onChangeProduct = (productId, row) => {
  const product = productList.value.find((item) => item.id === productId)
  if (product) {
+    row.productId = product.id
+    row.productName = product.name
+    row.productCategoryId = 1
    row.productUnit = product.unit
+    row.onlinePrice = product.onlinePrice
+    row.offlinePrice = product.offlinePrice
+    row.totalPrice = product.totalPrice
    row.productNo = product.no
    row.productPrice = product.price
    row.businessPrice = product.price
--- a/src/views/crm/business/index.vue
+++ b/src/views/crm/business/index.vue
@ -1,7 +1,4 @@
 <template>
-  <doc-alert title="【商机】商机管理、商机状态" url="https://doc.iocoder.cn/crm/business/" />
-  <doc-alert title="【通用】数据权限" url="https://doc.iocoder.cn/crm/permission/" />
-
  <ContentWrap>
    <!-- 搜索工作栏 -->
    <el-form
--- a/src/views/crm/contract/index.vue
+++ b/src/views/crm/contract/index.vue
@ -1,7 +1,4 @@
 <template>
-  <doc-alert title="【合同】合同管理、合同提醒" url="https://doc.iocoder.cn/crm/contract/" />
-  <doc-alert title="【通用】数据权限" url="https://doc.iocoder.cn/crm/permission/" />
-
  <ContentWrap>
    <!-- 搜索工作栏 -->
    <el-form
--- a/src/views/crm/quotation/QuotationForm.vue
+++ b/src/views/crm/quotation/QuotationForm.vue
@ -0,0 +1,325 @@
+<template>
+  <Dialog :title="dialogTitle" v-model="dialogVisible">
+    <el-form
+      ref="formRef"
+      :model="formData"
+      :rules="formRules"
+      label-width="100px"
+      v-loading="formLoading"
+    >
+      <el-form-item label="报价单编号" prop="no">
+        <el-input v-model="formData.no" placeholder="请输入报价单编号" />
+      </el-form-item>
+      <el-form-item label="客户" prop="customerId">
+        <el-select v-model="formData.customerId" placeholder="请选择客户">
+          <el-option
+                v-for="item in customerList"
+                :key="item.id"
+                :label="item.name"
+                :value="item.id"
+              />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="选择商机" prop="businessId">
+        <el-select v-model="formData.businessId" placeholder="请选择商机" @change="onBusinessChange">
+          <el-option
+            v-for="dict in businessList"
+            :key="dict.id"
+            :label="dict.name"
+            :value="dict.id"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="票据模板" prop="invoiceTemplateId">
+        <el-select v-model="formData.invoiceTemplateId" placeholder="请选择票据模板">
+          <el-option
+            v-for="dict in userOptions"
+            :key="dict.id"
+            :label="dict.nickname"
+            :value="dict.id"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="商机负责人" prop="ownerUserId">
+        <el-select v-model="formData.ownerUserId" placeholder="请选择商机负责人">
+          <el-option
+            v-for="dict in userOptions"
+            :key="dict.id"
+            :label="dict.nickname"
+            :value="dict.id"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="拓展人" prop="expanderUserId">
+        <el-select v-model="formData.expanderUserId" placeholder="请选择拓展人">
+          <el-option
+            v-for="dict in userOptions"
+            :key="dict.id"
+            :label="dict.nickname"
+            :value="dict.id"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="方案报价人" prop="pricingUserId">
+        <el-select v-model="formData.pricingUserId" placeholder="请选择方案报价人">
+          <el-option
+            v-for="dict in userOptions"
+            :key="dict.id"
+            :label="dict.nickname"
+            :value="dict.id"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="报价签约人" prop="signUserId">
+        <el-select v-model="formData.signUserId" placeholder="请选择报价签约人">
+          <el-option
+            v-for="dict in userOptions"
+            :key="dict.id"
+            :label="dict.nickname"
+            :value="dict.id"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="签约人联系电话" prop="signPhoneNumber">
+        <el-input v-model="formData.signPhoneNumber" placeholder="请输入签约人联系电话" />
+      </el-form-item>
+      <el-form-item label="签约人Email" prop="signEmail">
+        <el-input v-model="formData.signEmail" placeholder="请输入签约人Email" />
+      </el-form-item>
+      <el-form-item label="签约人微信" prop="signWechat">
+        <el-input v-model="formData.signWechat" placeholder="请输入签约人微信" />
+      </el-form-item>
+      <el-form-item label="合同总金额" prop="totalPrice">
+        <el-input v-model="formData.totalPrice" placeholder="" disabled="false" />
+      </el-form-item>
+      <el-form-item label="账期" prop="paymentTerm">
+        <el-select v-model="formData.paymentTerm" placeholder="请选择账期">
+          <el-option
+            v-for="dict in getStrDictOptions('payment_term')"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="授信方式" prop="creditMethod">
+        <el-select v-model="formData.creditMethod" placeholder="请选择授信方式">
+          <el-option
+            v-for="dict in getIntDictOptions('credit_method')"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="授信计算周期" prop="creditCalcCycle">
+        <el-select v-model="formData.creditCalcCycle" placeholder="请选择授信计算周期">
+          <el-option
+            v-for="dict in getIntDictOptions('credit_calc_cycle')"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="授信额度" prop="creditLimit">
+        <el-input v-model="formData.creditLimit" placeholder="请输入授信额度" />
+      </el-form-item>
+      <el-form-item label="合作主体" prop="partnerCompanyId">
+        <el-select v-model="formData.partnerCompanyId" placeholder="请选择合作主体">
+          <el-option
+            v-for="dict in getIntDictOptions(DICT_TYPE.SYSTEM_USER_SEX)"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="归属部门" prop="deptId">
+        <el-tree-select
+          v-model="formData.deptId"
+          :data="deptTree"
+          :props="defaultProps"
+          filterable
+          check-strictly
+          node-key="id"
+          placeholder="请选择归属部门"
+        />
+      </el-form-item>
+    </el-form>
+    <!-- 子表的表单 -->
+    <el-tabs v-model="subTabsName">
+      <el-tab-pane label="报价产品关联" name="quotationProduct">
+        <QuotationProductForm ref="quotationProductFormRef" :quotation-id="formData.id" :business-id="formData.businessId" />
+      </el-tab-pane>
+    </el-tabs>
+    <template #footer>
+      <el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
+      <el-button @click="dialogVisible = false">取 消</el-button>
+    </template>
+  </Dialog>
+</template>
+<script setup lang="ts">
+import { getIntDictOptions, getStrDictOptions, DICT_TYPE } from '@/utils/dict'
+import { QuotationApi, QuotationVO } from '@/api/crm/quotation'
+import { defaultProps, handleTree } from '@/utils/tree'
+import QuotationProductForm from './components/QuotationProductForm.vue'
+import * as CustomerApi from '@/api/crm/customer'
+import * as UserApi from '@/api/system/user'
+import * as DeptApi from '@/api/system/dept'
+import * as BusinessApi from '@/api/crm/business'
+
+/** CRM 方案报价 表单 */
+defineOptions({ name: 'QuotationForm' })
+
+const { t } = useI18n() // 国际化
+const message = useMessage() // 消息弹窗
+const customerList = ref([]) // 客户列表的数据
+const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
+const businessList = ref([]) 
+const deptTree = ref() // 部门树形结构
+const invoiceTemplateList = ref([]) 
+
+const dialogVisible = ref(false) // 弹窗的是否展示
+const dialogTitle = ref('') // 弹窗的标题
+const formLoading = ref(false) // 表单的加载中：1）修改时的数据加载；2）提交的按钮禁用
+const formType = ref('') // 表单的类型：create - 新增；update - 修改
+const formData = ref({
+  no: undefined,
+  customerId: undefined,
+  businessId: undefined,
+  invoiceTemplateId: undefined,
+  processInstanceId: undefined,
+  auditStatus: undefined,
+  ownerUserId: undefined,
+  expanderUserId: undefined,
+  pricingUserId: undefined,
+  signUserId: undefined,
+  signPhoneNumber: undefined,
+  signEmail: undefined,
+  signWechat: undefined,
+  paymentTerm: undefined,
+  creditMethod: undefined,
+  creditCalcCycle: undefined,
+  creditLimit: undefined,
+  partnerCompanyId: undefined,
+  deptId: undefined,
+  creator: undefined,
+  createTime: undefined,
+  updater: undefined
+})
+const formRules = reactive({
+  no: [{ required: true, message: '报价单编号不能为空', trigger: 'blur' }],
+  customerId: [{ required: true, message: '客户id不能为空', trigger: 'change' }],
+  businessId: [{ required: true, message: '商机编号不能为空', trigger: 'change' }],
+  invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
+})
+const formRef = ref() // 表单 Ref
+
+/** 子表的表单 */
+const subTabsName = ref('quotationProduct')
+const quotationProductFormRef = ref()
+
+const onBusinessChange = async (businessId: string) => {
+  if (!businessId) return
+  try {
+    const res = await BusinessApi.getBusiness(businessId);
+    formData.creditLimit = res.creditLimit; // 保存详情信息
+    formData.ownerUserId = res.ownerUserId; // 保存详情信息
+    formData.paymentTerm = res.paymentTerm;
+    formData.creditMethod = res.creditMethod;
+    formData.creditCalcCycle = res.creditCalcCycle;
+  } catch (err) {
+  }
+}
+
+/** 打开弹窗 */
+const open = async (type: string, id?: number) => {
+  dialogVisible.value = true
+  dialogTitle.value = t('action.' + type)
+  formType.value = type
+  resetForm()
+  // 修改时，设置数据
+  if (id) {
+    formLoading.value = true
+    try {
+      formData.value = await QuotationApi.getQuotation(id)
+    } finally {
+      formLoading.value = false
+    }
+  }
+  // 获得客户列表
+  customerList.value = await CustomerApi.getCustomerSimpleList()
+  // 获得用户列表
+  userOptions.value = await UserApi.getSimpleUserList()
+
+  businessList.value = await BusinessApi.getSimpleBusinessList()
+  // 获得部门树
+  deptTree.value = handleTree(await DeptApi.getSimpleDeptList())
+}
+defineExpose({ open }) // 提供 open 方法，用于打开弹窗
+
+/** 提交表单 */
+const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
+const submitForm = async () => {
+  // 校验表单
+  await formRef.value.validate()
+  // 校验子表单
+  try {
+    await quotationProductFormRef.value.validate()
+  } catch (e) {
+    subTabsName.value = 'quotationProduct'
+    return
+  }
+  // 提交请求
+  formLoading.value = true
+  try {
+    const data = formData.value as unknown as QuotationVO
+    // 拼接子表的数据
+    data.quotationProducts = quotationProductFormRef.value.getData()
+    if (formType.value === 'create') {
+      await QuotationApi.createQuotation(data)
+      message.success(t('common.createSuccess'))
+    } else {
+      await QuotationApi.updateQuotation(data)
+      message.success(t('common.updateSuccess'))
+    }
+    dialogVisible.value = false
+    // 发送操作成功的事件
+    emit('success')
+  } finally {
+    formLoading.value = false
+  }
+}
+
+/** 重置表单 */
+const resetForm = () => {
+  formData.value = {
+    no: undefined,
+    customerId: undefined,
+    businessId: undefined,
+    invoiceTemplateId: undefined,
+    processInstanceId: undefined,
+    auditStatus: undefined,
+    ownerUserId: undefined,
+    expanderUserId: undefined,
+    pricingUserId: undefined,
+    signUserId: undefined,
+    signPhoneNumber: undefined,
+    signEmail: undefined,
+    signWechat: undefined,
+    startTime: undefined,
+    totalPrice: undefined,
+    paymentTerm: undefined,
+    creditMethod: undefined,
+    creditCalcCycle: undefined,
+    creditLimit: undefined,
+    partnerCompanyId: undefined,
+    deptId: undefined,
+    creator: undefined,
+    createTime: undefined,
+    updater: undefined
+  }
+  formRef.value?.resetFields()
+}
+</script>
--- a/src/views/crm/quotation/components/QuotationProductForm.vue
+++ b/src/views/crm/quotation/components/QuotationProductForm.vue
@ -0,0 +1,183 @@
+<template>
+  <el-form
+    ref="formRef"
+    :model="formData"
+    :rules="formRules"
+    v-loading="formLoading"
+    label-width="0px"
+    :inline-message="true"
+  >
+    <el-table :data="formData" class="-mt-10px">
+      <el-table-column label="序号" type="index" width="100" />
+       <el-table-column label="产品编号" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.productId`" :rules="formRules.productId" class="mb-0px!">
+            <el-input v-model="row.productId" placeholder="请输入产品编号" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="产品名称" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.productName`" :rules="formRules.productName" class="mb-0px!">
+            <el-input v-model="row.productName" placeholder="请输入产品名称" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="产品分类编号" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.productCategoryId`" :rules="formRules.productCategoryId" class="mb-0px!">
+            <el-input v-model="row.productCategoryId" placeholder="请输入产品分类编号" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="产品单位" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.productUnit`" :rules="formRules.productUnit" class="mb-0px!">
+            <el-input v-model="row.productUnit" placeholder="请输入产品单位" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="线上价格" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.onlinePrice`" :rules="formRules.onlinePrice" class="mb-0px!">
+            <el-input v-model="row.onlinePrice" placeholder="请输入线上价格" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="线下价格" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.offlinePrice`" :rules="formRules.offlinePrice" class="mb-0px!">
+            <el-input v-model="row.offlinePrice" placeholder="请输入线下价格" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="总计价格" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.totalPrice`" :rules="formRules.totalPrice" class="mb-0px!">
+            <el-input v-model="row.totalPrice" placeholder="请输入总计价格" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="产品票据" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.productInvoice`" :rules="formRules.productInvoice" class="mb-0px!">
+            <el-input v-model="row.productInvoice" placeholder="请输入产品票据" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="产品开具项目" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.productInvoiceItem`" :rules="formRules.productInvoiceItem" class="mb-0px!">
+            <el-input v-model="row.productInvoiceItem" placeholder="请输入产品开具项目" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="服务费票据" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.serviceInvoice`" :rules="formRules.serviceInvoice" class="mb-0px!">
+            <el-input v-model="row.serviceInvoice" placeholder="请输入服务费票据" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column label="服务开具项目" min-width="150">
+        <template #default="{ row, $index }">
+          <el-form-item :prop="`${$index}.serviceInvoiceItem`" :rules="formRules.serviceInvoiceItem" class="mb-0px!">
+            <el-input v-model="row.serviceInvoiceItem" placeholder="请输入服务开具项目" />
+          </el-form-item>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" fixed="right" label="操作" width="60">
+        <template #default="{ $index }">
+          <el-button @click="handleDelete($index)" link>—</el-button>
+        </template>
+      </el-table-column>
+    </el-table>
+  </el-form>
+  <el-row justify="center" class="mt-3">
+    <!-- <el-button @click="handleAdd" round>+ 添加CRM 报价产品关联</el-button> -->
+  </el-row>
+</template>
+<script setup lang="ts">
+import { QuotationApi } from '@/api/crm/quotation'
+import * as BusinessApi from '@/api/crm/business'
+
+const props = defineProps<{
+  quotationId: undefined, // 报价编号（主表的关联字段）
+  businessId: undefined
+}>()
+const formLoading = ref(false) // 表单的加载中
+const formData = ref([])
+const formRules = reactive({
+  quotationId: [{ required: true, message: '报价编号不能为空', trigger: 'blur' }],
+  productId: [{ required: true, message: '产品编号不能为空', trigger: 'blur' }],
+  productName: [{ required: true, message: '产品名称不能为空', trigger: 'blur' }],
+  productCategoryId: [{ required: true, message: '产品分类编号不能为空', trigger: 'blur' }],
+  productUnit: [{ required: true, message: '产品单位不能为空', trigger: 'blur' }],
+  onlinePrice: [{ required: true, message: '线上价格不能为空', trigger: 'blur' }],
+  offlinePrice: [{ required: true, message: '线下价格不能为空', trigger: 'blur' }],
+  totalPrice: [{ required: true, message: '总计价格不能为空', trigger: 'blur' }]
+})
+const formRef = ref() // 表单 Ref
+
+/** 监听主表的关联字段的变化，加载对应的子表数据 */
+watch(
+  () => props.businessId,
+  async (val) => {
+    // 1. 重置表单
+    formData.value = []
+    // 2. val 非空，则加载数据
+    if (!val) {
+      return;
+    }
+    try {
+      formLoading.value = true
+      // if(val.quotationId) {
+        // formData.value = await QuotationApi.getQuotationProductListByQuotationId(val.quotationId)
+      // } else if(val.businessId) {
+        const business = await BusinessApi.getBusiness(val);
+        formData.value = business.products
+      // }
+    } finally {
+      formLoading.value = false
+    }
+  },
+  { immediate: true }
+)
+
+/** 新增按钮操作 */
+const handleAdd = () => {
+  const row = {
+    quotationId: undefined,
+    productId: undefined,
+    productName: undefined,
+    productCategoryId: undefined,
+    productUnit: undefined,
+    onlinePrice: undefined,
+    offlinePrice: undefined,
+    totalPrice: undefined,
+    productInvoice: undefined,
+    productInvoiceItem: undefined,
+    serviceInvoice: undefined,
+    serviceInvoiceItem: undefined
+  }
+  row.quotationId = props.quotationId
+  formData.value.push(row)
+}
+
+/** 删除按钮操作 */
+const handleDelete = (index) => {
+  formData.value.splice(index, 1)
+}
+
+/** 表单校验 */
+const validate = () => {
+  return formRef.value.validate()
+}
+
+/** 表单值 */
+const getData = () => {
+  return formData.value
+}
+
+defineExpose({ validate, getData })
+</script>
--- a/src/views/crm/quotation/index.vue
+++ b/src/views/crm/quotation/index.vue
@ -0,0 +1,285 @@
+<template>
+  <ContentWrap>
+    <!-- 搜索工作栏 -->
+    <el-form
+      class="-mb-15px"
+      :model="queryParams"
+      ref="queryFormRef"
+      :inline="true"
+      label-width="68px"
+    >
+      <el-form-item label="报价单编号" prop="no">
+        <el-input
+          v-model="queryParams.no"
+          placeholder="请输入报价单编号"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item label="客户" prop="customerId">
+        <el-select
+          v-model="queryParams.customerId"
+          placeholder="请选择客户"
+          clearable
+          class="!w-240px"
+        >
+          <el-option
+            v-for="dict in customerList"
+            :key="dict.id"
+            :label="dict.name"
+            :value="dict.id"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="商机负责人" prop="ownerUserId">
+        <el-select
+          v-model="queryParams.ownerUserId"
+          placeholder="请选择商机负责人"
+          clearable
+          class="!w-240px"
+        >
+          <el-option
+            v-for="dict in userOptions"
+            :key="dict.id"
+            :label="dict.nickName"
+            :value="dict.id"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="创建时间" prop="createTime">
+        <el-date-picker
+          v-model="queryParams.createTime"
+          value-format="YYYY-MM-DD HH:mm:ss"
+          type="daterange"
+          start-placeholder="开始日期"
+          end-placeholder="结束日期"
+          :default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
+          class="!w-220px"
+        />
+      </el-form-item>
+      <el-form-item>
+        <el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
+        <el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
+        <el-button
+          type="primary"
+          plain
+          @click="openForm('create')"
+          v-hasPermi="['crm:quotation:create']"
+        >
+          <Icon icon="ep:plus" class="mr-5px" /> 新增
+        </el-button>
+        <el-button
+          type="success"
+          plain
+          @click="handleExport"
+          :loading="exportLoading"
+          v-hasPermi="['crm:quotation:export']"
+        >
+          <Icon icon="ep:download" class="mr-5px" /> 导出
+        </el-button>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+
+  <!-- 列表 -->
+  <ContentWrap>
+    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+      <el-table-column label="报价单编号" align="center" prop="no" />
+      <el-table-column label="客户名称" align="center" prop="customerId">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openCustomerDetail(scope.row.customerId)"
+          >
+            {{ scope.row.customerName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column label="商机负责人" align="center" prop="ownerUserId">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openContactDetail(scope.row.ownerUserId)"
+          >
+            {{ scope.row.ownerUserName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column label="账期" align="center" prop="paymentTerm">
+        <template #default="scope">
+          <dict-tag :type="'payment_term'" :value="scope.row.paymentTerm" />
+        </template>
+      </el-table-column>
+      <el-table-column label="授信方式" align="center" prop="creditMethod">
+        <template #default="scope">
+          <dict-tag :type="'credit_method'" :value="scope.row.creditMethod" />
+        </template>
+      </el-table-column>
+      <el-table-column label="授信计算周期" align="center" prop="creditCalcCycle">
+        <template #default="scope">
+          <dict-tag :type="'credit_calc_cycle'" :value="scope.row.creditCalcCycle" />
+        </template>
+      </el-table-column>
+      <el-table-column label="授信额度" align="center" prop="creditLimit" />
+      <el-table-column label="合作主体" align="center" prop="partnerCompanyName" />
+      <el-table-column label="审批状态" align="center" prop="auditStatus">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.SYSTEM_USER_SEX" :value="scope.row.auditStatus" />
+        </template>
+      </el-table-column>
+      <el-table-column
+        label="创建时间"
+        align="center"
+        prop="createTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column label="操作" align="center" min-width="120px">
+        <template #default="scope">
+          <el-button
+            link
+            type="primary"
+            @click="openForm('update', scope.row.id)"
+            v-hasPermi="['crm:quotation:update']"
+          >
+            编辑
+          </el-button>
+          <el-button
+            link
+            type="danger"
+            @click="handleDelete(scope.row.id)"
+            v-hasPermi="['crm:quotation:delete']"
+          >
+            删除
+          </el-button>
+        </template>
+      </el-table-column>
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      :total="total"
+      v-model:page="queryParams.pageNo"
+      v-model:limit="queryParams.pageSize"
+      @pagination="getList"
+    />
+  </ContentWrap>
+
+  <!-- 表单弹窗：添加/修改 -->
+  <QuotationForm ref="formRef" @success="getList" />
+</template>
+
+<script setup lang="ts">
+import { getIntDictOptions, DICT_TYPE } from '@/utils/dict'
+import { dateFormatter } from '@/utils/formatTime'
+import download from '@/utils/download'
+import { QuotationApi, QuotationVO } from '@/api/crm/quotation'
+import QuotationForm from './QuotationForm.vue'
+import * as CustomerApi from '@/api/crm/customer'
+import * as UserApi from '@/api/system/user'
+import * as DeptApi from '@/api/system/dept'
+
+/** CRM 方案报价 列表 */
+defineOptions({ name: 'Quotation' })
+
+const message = useMessage() // 消息弹窗
+const { t } = useI18n() // 国际化
+const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
+const customerList = ref([]) // 客户列表的数据
+
+const { push } = useRouter()
+
+const loading = ref(true) // 列表的加载中
+const list = ref<QuotationVO[]>([]) // 列表的数据
+const total = ref(0) // 列表的总页数
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  no: undefined,
+  customerId: undefined,
+  ownerUserId: undefined,
+  partnerCompanyId: undefined,
+  createTime: []
+})
+const queryFormRef = ref() // 搜索的表单
+const exportLoading = ref(false) // 导出的加载中
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    const data = await QuotationApi.getQuotationPage(queryParams)
+    list.value = data.list
+    total.value = data.total
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  queryParams.pageNo = 1
+  getList()
+}
+
+/** 重置按钮操作 */
+const resetQuery = () => {
+  queryFormRef.value.resetFields()
+  handleQuery()
+}
+
+/** 添加/修改操作 */
+const formRef = ref()
+const openForm = (type: string, id?: number) => {
+  formRef.value.open(type, id)
+}
+
+/** 删除按钮操作 */
+const handleDelete = async (id: number) => {
+  try {
+    // 删除的二次确认
+    await message.delConfirm()
+    // 发起删除
+    await QuotationApi.deleteQuotation(id)
+    message.success(t('common.delSuccess'))
+    // 刷新列表
+    await getList()
+  } catch {}
+}
+
+/** 导出按钮操作 */
+const handleExport = async () => {
+  try {
+    // 导出的二次确认
+    await message.exportConfirm()
+    // 发起导出
+    exportLoading.value = true
+    const data = await QuotationApi.exportQuotation(queryParams)
+    download.excel(data, 'CRM 方案报价.xls')
+  } catch {
+  } finally {
+    exportLoading.value = false
+  }
+}
+
+/** 打开联系人详情 */
+const openContactDetail = (id: number) => {
+  push({ name: 'CrmContactDetail', params: { id } })
+}
+
+/** 打开客户详情 */
+const openCustomerDetail = (id: number) => {
+  push({ name: 'CrmCustomerDetail', params: { id } })
+}
+
+/** 初始化 **/
+onMounted(async () => {
+  getList()
+  // 获得客户列表
+  customerList.value = await CustomerApi.getCustomerSimpleList()
+  // 获得用户列表
+  userOptions.value = await UserApi.getSimpleUserList()
+})
+</script>