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admin-vue3
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Merge remote-tracking branch 'yudao/dev' into crm-msg

pull/367/head
dhb52 2024-01-15 21:48:32 +08:00
parent 24849335a8 9fa769b16a
commit 39da43cc7d
27 changed files with 1309 additions and 213 deletions
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19
src/api/crm/business/index.ts
View File

@ -1,10 +1,3 @@
/*
* @Author: zyna
* @Date: 2023-12-02 13:08:56
* @LastEditTime: 2023-12-17 16:28:20
* @FilePath: \yudao-ui-admin-vue3\src\api\crm\business\index.ts
* @Description:
*/
import request from '@/config/axios'
export interface BusinessVO {
@ -43,6 +36,11 @@ export const getBusiness = async (id: number) => {
return await request.get({ url: `/crm/business/get?id=` + id })
}
// 获得 CRM 商机列表（精简）
export const getSimpleBusinessList = async () => {
return await request.get({ url: `/crm/business/simple-all-list` })
}
// 新增 CRM 商机
export const createBusiness = async (data: BusinessVO) => {
return await request.post({ url: `/crm/business/create`, data })
@ -63,7 +61,12 @@ export const exportBusiness = async (params) => {
return await request.download({ url: `/crm/business/export-excel`, params })
}
//联系人关联商机列表
// 联系人关联商机列表
export const getBusinessPageByContact = async (params) => {
return await request.get({ url: `/crm/business/page-by-contact`, params })
}
// 获得 CRM 商机列表
export const getBusinessListByIds = async (val: number[]) => {
return await request.get({ url: '/crm/business/list-by-ids', params: { ids: val.join(',') } })
}

7
src/api/crm/contact/index.ts
View File

@ -71,6 +71,11 @@ export const getSimpleContactList = async () => {
return await request.get({ url: `/crm/contact/simple-all-list` })
}
// 获得 CRM 联系人列表
export const getContactListByIds = async (val: number[]) => {
return await request.get({ url: '/crm/contact/list-by-ids', params: { ids: val.join(',') } })
}
// 批量新增联系人商机关联
export const createContactBusinessList = async (data: ContactBusinessReqVO) => {
return await request.post({ url: `/crm/contact/create-business-list`, data })
@ -84,4 +89,4 @@ export const deleteContactBusinessList = async (data: ContactBusinessReqVO) => {
// 查询联系人操作日志
export const getOperateLogPage = async (params: any) => {
return await request.get({ url: '/crm/contact/operate-log-page', params })
}
}

20
src/api/crm/customer/index.ts
View File

@ -64,8 +64,8 @@ export const exportCustomer = async (params: any) => {
}
// 客户列表
export const queryAllList = async () => {
return await request.get({ url: `/crm/customer/query-all-list` })
export const getSimpleCustomerList = async () => {
return await request.get({ url: `/crm/customer/list-all-simple` })
}
// 查询客户操作日志
@ -75,18 +75,28 @@ export const getOperateLogPage = async (id: number) => {
// ======================= 业务操作 =======================
export interface TransferReqVO {
id: number | undefined // 客户编号
newOwnerUserId: number | undefined // 新负责人的用户编号
oldOwnerPermissionLevel: number | undefined // 老负责人加入团队后的权限级别
}
// 客户转移
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/customer/transfer', data })
}
// 锁定/解锁客户
export const lockCustomer = async (id: number, lockStatus: boolean) => {
return await request.put({ url: `/crm/customer/lock`, data: { id, lockStatus } })
}
// TODO @puhui999：方法名，改成和后端一致哈
// 领取公海客户
export const receive = async (ids: any[]) => {
export const receiveCustomer = async (ids: any[]) => {
return await request.put({ url: '/crm/customer/receive', params: { ids: ids.join(',') } })
}
// 客户放入公海
export const putPool = async (id: number) => {
export const putCustomerPool = async (id: number) => {
return await request.put({ url: `/crm/customer/put-pool?id=${id}` })
}

46
src/api/crm/followup/index.ts Normal file
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@ -0,0 +1,46 @@
import request from '@/config/axios'
// 跟进记录 VO
export interface FollowUpRecordVO {
id: number // 编号
bizType: number // 数据类型
bizId: number // 数据编号
type: number // 跟进类型
content: string // 跟进内容
nextTime: Date // 下次联系时间
businessIds: number[] // 关联的商机编号数组
contactIds: number[] // 关联的联系人编号数组
}
// 跟进记录 API
export const FollowUpRecordApi = {
// 查询跟进记录分页
getFollowUpRecordPage: async (params: any) => {
return await request.get({ url: `/crm/follow-up-record/page`, params })
},
// 查询跟进记录详情
getFollowUpRecord: async (id: number) => {
return await request.get({ url: `/crm/follow-up-record/get?id=` + id })
},
// 新增跟进记录
createFollowUpRecord: async (data: FollowUpRecordVO) => {
return await request.post({ url: `/crm/follow-up-record/create`, data })
},
// 修改跟进记录
updateFollowUpRecord: async (data: FollowUpRecordVO) => {
return await request.put({ url: `/crm/follow-up-record/update`, data })
},
// 删除跟进记录
deleteFollowUpRecord: async (id: number) => {
return await request.delete({ url: `/crm/follow-up-record/delete?id=` + id })
},
// 导出跟进记录 Excel
exportFollowUpRecord: async (params) => {
return await request.download({ url: `/crm/follow-up-record/export-excel`, params })
}
}

1
src/api/crm/message/index.ts
View File

@ -34,6 +34,7 @@ export interface CustomerVO {
}
// 查询客户列表
// TODO @芋艿：看看是不是后续融合到 getCustomerPage 里；
export const getTodayCustomerPage = async (params) => {
return await request.get({ url: `/crm/message/todayCustomer`, params })
}

6
src/components/OperateLogV2/src/OperateLogV2.vue
View File

@ -1,6 +1,6 @@
<!-- 某个记录的操作日志列表，目前主要用于 CRM 客户、商机等详情界面 -->
<template>
<!-- TODO @puhui999：左边不用有空隙哈 -->
<div class="p-20px">
<div class="pt-20px">
<el-timeline>
<el-timeline-item
v-for="(log, index) in logList"
@ -58,7 +58,7 @@ const getUserTypeColor = (type: number) => {
<style lang="scss" scoped>
// 时间线样式调整
:deep(.el-timeline) {
margin: 10px 0 0 160px;
margin: 10px 0 0 110px;
.el-timeline-item__wrapper {
position: relative;

1
src/router/modules/remaining.ts
View File

@ -537,6 +537,7 @@ const remainingRouter: AppRouteRecordRaw[] = [
noCache: true,
hidden: true
},
// TODO @db52：后面搞，搞成菜单
component: () => import('@/views/crm/message/index.vue')
}
]

5
src/utils/dict.ts
View File

@ -162,9 +162,7 @@ export enum DICT_TYPE {
MEMBER_EXPERIENCE_BIZ_TYPE = 'member_experience_biz_type', // 会员经验业务类型
// ========== MALL - 商品模块 ==========
PRODUCT_UNIT = 'product_unit', // 商品单位
PRODUCT_SPU_STATUS = 'product_spu_status', //商品状态
PROMOTION_TYPE_ENUM = 'promotion_type_enum', // 营销类型枚举
// ========== MALL - 交易模块 ==========
EXPRESS_CHARGE_MODE = 'trade_delivery_express_charge_mode', //快递的计费方式
@ -204,5 +202,6 @@ export enum DICT_TYPE {
CRM_CUSTOMER_SOURCE = 'crm_customer_source',
CRM_PRODUCT_STATUS = 'crm_product_status',
CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别
CRM_PRODUCT_UNIT = 'crm_product_unit' // 产品单位
CRM_PRODUCT_UNIT = 'crm_product_unit', // 产品单位
CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type' // 跟进方式
}

32
src/views/crm/contact/ContactForm.vue
View File

@ -1,25 +1,25 @@
<template>
<Dialog :title="dialogTitle" v-model="dialogVisible" :width="820">
<Dialog v-model="dialogVisible" :title="dialogTitle" :width="820">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="110px"
v-loading="formLoading"
>
<el-row :gutter="20">
<el-col :span="12">
<el-form-item label="姓名" prop="name">
<el-input input-style="width:190px;" v-model="formData.name" placeholder="请输入姓名" />
<el-input v-model="formData.name" input-style="width:190px;" placeholder="请输入姓名" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="负责人" prop="ownerUserId">
<el-select
v-model="formData.ownerUserId"
lable-key="nickname"
placeholder="请选择负责人"
value-key="id"
lable-key="nickname"
>
<el-option
v-for="item in userList"
@ -36,9 +36,9 @@
<el-form-item label="客户名称" prop="customerName">
<el-select
v-model="formData.customerId"
lable-key="name"
placeholder="请选择客户"
value-key="id"
lable-key="name"
>
<el-option
v-for="item in customerList"
@ -66,8 +66,8 @@
<el-col :span="12">
<el-form-item label="手机号" prop="mobile">
<el-input
input-style="width:190px;"
v-model="formData.mobile"
input-style="width:190px;"
placeholder="请输入手机号"
/>
</el-form-item>
@ -82,8 +82,8 @@
<el-col :span="12">
<el-form-item label="邮箱" prop="email">
<el-input
input-style="width:190px;"
v-model="formData.email"
input-style="width:190px;"
placeholder="请输入邮箱"
/>
</el-form-item>
@ -98,8 +98,8 @@
<el-col :span="12">
<el-form-item label="微信" prop="wechat">
<el-input
input-style="width:190px;"
v-model="formData.wechat"
input-style="width:190px;"
placeholder="请输入微信"
/>
</el-form-item>
@ -108,9 +108,9 @@
<el-form-item label="下次联系时间" prop="contactNextTime">
<el-date-picker
v-model="formData.contactNextTime"
placeholder="选择下次联系时间"
type="datetime"
value-format="x"
placeholder="选择下次联系时间"
/>
</el-form-item>
</el-col>
@ -129,8 +129,8 @@
<el-col :span="12">
<el-form-item label="地址" prop="detailAddress">
<el-input
input-style="width:190px;"
v-model="formData.detailAddress"
input-style="width:190px;"
placeholder="请输入地址"
/>
</el-form-item>
@ -143,16 +143,16 @@
<el-option
v-for="item in allContactList"
:key="item.id"
:disabled="item.id == formData.id"
:label="item.name"
:value="item.id"
:disabled="item.id == formData.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="职位" prop="post">
<el-input input-style="width:190px;" v-model="formData.post" placeholder="请输入职位" />
<el-input v-model="formData.post" input-style="width:190px;" placeholder="请输入职位" />
</el-form-item>
</el-col>
</el-row>
@ -180,14 +180,14 @@
</el-row>
</el-form>
<template #footer>
<el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
<el-button @click="dialogVisible = false">取 消</el-button>
</template>
</Dialog>
</template>
<script setup lang="ts">
<script lang="ts" setup>
import * as ContactApi from '@/api/crm/contact'
import { DICT_TYPE, getIntDictOptions, getBoolDictOptions } from '@/utils/dict'
import { DICT_TYPE, getBoolDictOptions, getIntDictOptions } from '@/utils/dict'
import * as UserApi from '@/api/system/user'
import * as CustomerApi from '@/api/crm/customer'
import * as AreaApi from '@/api/system/area'
@ -242,7 +242,7 @@ const open = async (type: string, id?: number) => {
resetForm()
allContactList.value = await ContactApi.getSimpleContactList()
userList.value = await UserApi.getSimpleUserList()
customerList.value = await CustomerApi.queryAllList()
customerList.value = await CustomerApi.getSimpleCustomerList()
areaList.value = await AreaApi.getAreaTree()
// 修改时，设置数据
if (id) {

109
src/views/crm/contact/index.vue
View File

@ -2,21 +2,21 @@
<ContentWrap>
<!-- 搜索工作栏 -->
<el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef"
:inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px"
>
<el-form-item label="客户" prop="customerId">
<el-select
v-model="queryParams.customerId"
class="!w-240px"
clearable
lable-key="name"
placeholder="请选择客户"
value-key="id"
lable-key="name"
@keyup.enter="handleQuery"
clearable
>
<el-option
v-for="item in customerList"
@ -30,8 +30,8 @@
<el-input
v-model="queryParams.name"
class="!w-240px"
placeholder="请输入姓名"
clearable
placeholder="请输入姓名"
@keyup.enter="handleQuery"
/>
</el-form-item>
@ -39,8 +39,8 @@
<el-input
v-model="queryParams.mobile"
class="!w-240px"
placeholder="请输入手机号"
clearable
placeholder="请输入手机号"
@keyup.enter="handleQuery"
/>
</el-form-item>
@ -48,8 +48,8 @@
<el-input
v-model="queryParams.telephone"
class="!w-240px"
placeholder="请输入电话"
clearable
placeholder="请输入电话"
@keyup.enter="handleQuery"
/>
</el-form-item>
@ -57,8 +57,8 @@
<el-input
v-model="queryParams.qq"
class="!w-240px"
placeholder="请输入QQ"
clearable
placeholder="请输入QQ"
@keyup.enter="handleQuery"
/>
</el-form-item>
@ -66,8 +66,8 @@
<el-input
v-model="queryParams.wechat"
class="!w-240px"
placeholder="请输入微信"
clearable
placeholder="请输入微信"
@keyup.enter="handleQuery"
/>
</el-form-item>
@ -75,25 +75,33 @@
<el-input
v-model="queryParams.email"
class="!w-240px"
placeholder="请输入电子邮箱"
clearable
placeholder="请输入电子邮箱"
@keyup.enter="handleQuery"
/>
</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" @click="openForm('create')" v-hasPermi="['crm:contact:create']">
<Icon icon="ep:plus" class="mr-5px" /> 新增
<el-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
搜索
</el-button>
<el-button @click="resetQuery">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
<el-button v-hasPermi="['crm:contact:create']" type="primary" @click="openForm('create')">
<Icon class="mr-5px" icon="ep:plus" />
新增
</el-button>
<el-button
type="success"
plain
@click="handleExport"
:loading="exportLoading"
v-hasPermi="['crm:contact:export']"
:loading="exportLoading"
plain
type="success"
@click="handleExport"
>
<Icon icon="ep:download" class="mr-5px" /> 导出
<Icon class="mr-5px" icon="ep:download" />
导出
</el-button>
</el-form-item>
</el-form>
@ -101,30 +109,30 @@
<!-- 列表 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column label="姓名" fixed="left" align="center" prop="name" width="140">
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" fixed="left" label="姓名" prop="name" width="140">
<template #default="scope">
<el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.name }}
</el-link>
</template>
</el-table-column>
<el-table-column label="客户名称" fixed="left" align="center" prop="customerName" width="120">
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120">
<template #default="scope">
<el-link
type="primary"
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
{{ scope.row.customerName }}
</el-link>
</template>
</el-table-column>
<el-table-column label="手机" align="center" prop="mobile" width="120" />
<el-table-column label="电话" align="center" prop="telephone" width="120" />
<el-table-column label="邮箱" align="center" prop="email" width="120" />
<el-table-column label="职位" align="center" prop="post" width="120" />
<el-table-column label="地址" align="center" prop="detailAddress" width="120" />
<el-table-column align="center" label="手机" prop="mobile" width="120" />
<el-table-column align="center" label="电话" prop="telephone" width="120" />
<el-table-column align="center" label="邮箱" prop="email" width="120" />
<el-table-column align="center" label="职位" prop="post" width="120" />
<el-table-column align="center" label="地址" prop="detailAddress" width="120" />
<el-table-column
:formatter="dateFormatter"
align="center"
@ -132,56 +140,56 @@
prop="contactNextTime"
width="180px"
/>
<el-table-column label="备注" align="center" prop="remark" />
<el-table-column label="关键决策人" align="center" prop="master" width="100">
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column align="center" label="关键决策人" prop="master" width="100">
<template #default="scope">
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
</template>
</el-table-column>
<el-table-column label="直属上级" align="center" prop="parentName" width="140" />
<el-table-column align="center" label="直属上级" prop="parentName" width="140" />
<el-table-column
label="最后跟进时间"
align="center"
prop="contactLastTime"
:formatter="dateFormatter"
align="center"
label="最后跟进时间"
prop="contactLastTime"
width="180px"
/>
<el-table-column label="性别" align="center" prop="sex">
<el-table-column align="center" label="性别" prop="sex">
<template #default="scope">
<dict-tag :type="DICT_TYPE.SYSTEM_USER_SEX" :value="scope.row.sex" />
</template>
</el-table-column>
<el-table-column label="负责人" align="center" prop="ownerUserName" width="120" />
<el-table-column label="创建人" align="center" prop="creatorName" width="120" />
<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="更新时间"
align="center"
prop="updateTime"
:formatter="dateFormatter"
width="180px"
/>
<el-table-column
label="创建时间"
align="center"
prop="createTime"
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column label="操作" align="center" fixed="right" width="200">
<el-table-column align="center" fixed="right" label="操作" width="200">
<template #default="scope">
<el-button
v-hasPermi="['crm:contact:update']"
link
type="primary"
@click="openForm('update', scope.row.id)"
v-hasPermi="['crm:contact:update']"
>
编辑
</el-button>
<el-button
v-hasPermi="['crm:contact:delete']"
link
type="danger"
@click="handleDelete(scope.row.id)"
v-hasPermi="['crm:contact:delete']"
>
删除
</el-button>
@ -190,9 +198,9 @@
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
v-model:page="queryParams.pageNo"
:total="total"
@pagination="getList"
/>
</ContentWrap>
@ -201,7 +209,7 @@
<ContactForm ref="formRef" @success="getList" />
</template>
<script setup lang="ts">
<script lang="ts" setup>
import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import * as ContactApi from '@/api/crm/contact'
@ -295,6 +303,7 @@ const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmContactDetail', params: { id } })
}
/** 打开客户详情 */
const openCustomerDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
@ -303,6 +312,6 @@ const openCustomerDetail = (id: number) => {
/** 初始化 **/
onMounted(async () => {
await getList()
customerList.value = await CustomerApi.queryAllList()
customerList.value = await CustomerApi.getSimpleCustomerList()
})
</script>

86
src/views/crm/customer/detail/index.vue
View File

@ -1,33 +1,57 @@
<template>
<CustomerDetailsHeader :customer="customer" :loading="loading">
<!-- @puhui999：返回是不是可以去掉哈，貌似用途可能不大 -->
<el-button @click="close">返回</el-button>
<!-- TODO puhui999: 按钮数据权限收尾统一完善，需要按权限分级和客户状态来动态显示匹配的按钮 -->
<el-button v-hasPermi="['crm:customer:update']" type="primary" @click="openForm">
<el-button
v-if="permissionListRef?.validateWrite"
v-hasPermi="['crm:customer:update']"
type="primary"
@click="openForm"
>
编辑
</el-button>
<!-- TODO @puhui999：转移的操作接入 -->
<el-button type="primary" @click="transfer">转移</el-button>
<!-- TODO @puhui999：修改成交状态的接入 -->
<el-button>更改成交状态</el-button>
<el-button v-if="customer.lockStatus" @click="handleUnlock">解锁</el-button>
<el-button v-if="!customer.lockStatus" @click="handleLock">锁定</el-button>
<el-button v-if="!customer.ownerUserId" type="primary" @click="receive">领取客户</el-button>
<el-button v-if="customer.ownerUserId" @click="putPool">客户放入公海</el-button>
<el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transfer">
转移
</el-button>
<el-button v-if="permissionListRef?.validateWrite">更改成交状态</el-button>
<el-button
v-if="customer.lockStatus && permissionListRef?.validateOwnerUser"
@click="handleUnlock"
>
解锁
</el-button>
<el-button
v-if="!customer.lockStatus && permissionListRef?.validateOwnerUser"
@click="handleLock"
>
锁定
</el-button>
<el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive">
领取客户
</el-button>
<el-button
v-if="customer.ownerUserId && permissionListRef?.validateOwnerUser"
@click="handlePutPool"
>
客户放入公海
</el-button>
</CustomerDetailsHeader>
<el-col>
<el-tabs>
<el-tab-pane label="详细资料">
<CustomerDetailsInfo :customer="customer" />
<el-tab-pane label="跟进记录">
<FollowUpList :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
<el-tab-pane label="基本信息">
<CustomerDetailsInfo :customer="customer" />
</el-tab-pane>
<el-tab-pane label="联系人" lazy>
<ContactList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
<el-tab-pane label="团队成员">
<PermissionList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
<PermissionList
ref="permissionListRef"
:biz-id="customer.id!"
:biz-type="BizTypeEnum.CRM_CUSTOMER"
:show-action="!permissionListRef?.isPool || false"
/>
</el-tab-pane>
<el-tab-pane label="商机" lazy>
<BusinessList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
@ -39,12 +63,16 @@
<ReceivablePlanList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
<ReceivableList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
<el-tab-pane label="回访" lazy>TODO 待开发</el-tab-pane>
</el-tabs>
</el-col>
<!-- 表单弹窗：添加/修改 -->
<CustomerForm ref="formRef" @success="getCustomer" />
<CrmTransferForm ref="crmTransferFormRef" @success="close" />
</template>
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
@ -58,6 +86,8 @@ import BusinessList from '@/views/crm/business/components/BusinessList.vue' //
import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
import FollowUpList from '@/views/crm/followup/index.vue'
import { BizTypeEnum } from '@/api/crm/permission'
import type { OperateLogV2VO } from '@/api/system/operatelog'
@ -67,7 +97,9 @@ const customerId = ref(0) // 客户编号
const loading = ref(true) // 加载中
const message = useMessage() // 消息弹窗
const { delView } = useTagsViewStore() // 视图操作
const { currentRoute, push } = useRouter() // 路由
const { currentRoute } = useRouter() // 路由
const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
/** 获取详情 */
const customer = ref<CustomerApi.CustomerVO>({} as CustomerApi.CustomerVO) // 客户详情
@ -88,7 +120,10 @@ const openForm = () => {
}
/** 客户转移 */
const transfer = () => {}
const crmTransferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 客户转移表单 ref
const transfer = () => {
crmTransferFormRef.value?.open('客户转移', customerId.value, CustomerApi.transfer)
}
/** 锁定客户 */
const handleLock = async () => {
@ -106,19 +141,18 @@ const handleUnlock = async () => {
await getCustomer()
}
// TODO @puhui999：下面两个方法的命名，也用 handleXXX 风格哈
/** 领取客户 */
const receive = async () => {
const handleReceive = async () => {
await message.confirm(`确定领取客户【${customer.value.name}】 吗？`)
await CustomerApi.receive([unref(customerId.value)])
await CustomerApi.receiveCustomer([unref(customerId.value)])
message.success(`领取客户【${customer.value.name}】成功`)
await getCustomer()
}
/** 客户放入公海 */
const putPool = async () => {
const handlePutPool = async () => {
await message.confirm(`确定将客户【${customer.value.name}】放入公海吗？`)
await CustomerApi.putPool(unref(customerId.value))
await CustomerApi.putCustomerPool(unref(customerId.value))
message.success(`客户【${customer.value.name}】放入公海成功`)
close()
}
@ -135,15 +169,13 @@ const getOperateLog = async () => {
const close = () => {
delView(unref(currentRoute))
// TODO 先返回到客户列表
push({ name: 'CrmCustomer' })
}
/** 初始化 */
const { params } = useRoute()
onMounted(() => {
if (!params.id) {
ElMessage.warning('参数错误，客户不能为空！')
message.warning('参数错误，客户不能为空！')
close()
return
}

38
src/views/crm/customer/index.vue
View File

@ -100,14 +100,10 @@
<!-- 列表 -->
<ContentWrap>
<!-- TODO @puhui999：是不是就 3 重呀，我负责的，我参与的，我下属的 -->
<el-tabs v-model="activeName" @tab-click="handleClick">
<el-tab-pane label="客户列表" name="1" />
<el-tab-pane label="我负责的" name="2" />
<el-tab-pane label="我关注的" name="3" />
<el-tab-pane label="我参与的" name="4" />
<el-tab-pane label="下属负责的" name="5" />
<el-tab-pane label="客户公海" name="6" />
<el-tab-pane label="我负责的" name="1" />
<el-tab-pane label="我参与的" name="2" />
<el-tab-pane label="下属负责的" name="3" />
</el-tabs>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="编号" prop="id" />
@ -149,7 +145,9 @@
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.dealStatus" />
</template>
</el-table-column>
<!-- TODO @puhui999：距进入公海天数 -->
<el-table-column align="center" label="距离进入公海" prop="poolDay">
<template #default="scope"> {{ scope.row.poolDay }} 天</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
@ -251,43 +249,27 @@ const activeName = ref('1') // 列表 tab
enum CrmSceneTypeEnum {
OWNER = 1,
FOLLOW = 2,
INVOLVED = 3,
SUBORDINATE = 4
INVOLVED = 2,
SUBORDINATE = 3
}
const handleClick = (tab: TabsPaneContext) => {
switch (tab.paneName) {
case '1':
resetQuery()
break
case '2':
resetQuery(() => {
queryParams.value.sceneType = CrmSceneTypeEnum.OWNER
})
break
case '3':
resetQuery(() => {
queryParams.value.sceneType = CrmSceneTypeEnum.FOLLOW
})
break
// TODO @puhui999：这个貌似报错？
case '4':
case '2':
resetQuery(() => {
queryParams.value.sceneType = CrmSceneTypeEnum.INVOLVED
})
break
case '5':
case '3':
resetQuery(() => {
queryParams.value.sceneType = CrmSceneTypeEnum.SUBORDINATE
})
break
// TODO @puhui999：公海单独一个菜单哈。
case '6':
resetQuery(() => {
queryParams.value.pool = true
})
break
}
}

279
src/views/crm/customer/pool/index.vue Normal file
View File

@ -0,0 +1,279 @@
<template>
<ContentWrap>
<!-- 搜索工作栏 -->
<el-form
ref="queryFormRef"
:inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px"
>
<el-form-item label="客户名称" prop="name">
<el-input
v-model="queryParams.name"
class="!w-240px"
clearable
placeholder="请输入客户名称"
@keyup.enter="handleQuery"
/>
</el-form-item>
<el-form-item label="手机" prop="mobile">
<el-input
v-model="queryParams.mobile"
class="!w-240px"
clearable
placeholder="请输入手机"
@keyup.enter="handleQuery"
/>
</el-form-item>
<el-form-item label="所属行业" prop="industryId">
<el-select
v-model="queryParams.industryId"
class="!w-240px"
clearable
placeholder="请选择所属行业"
>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_INDUSTRY)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
<el-form-item label="客户等级" prop="level">
<el-select
v-model="queryParams.level"
class="!w-240px"
clearable
placeholder="请选择客户等级"
>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_LEVEL)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
<el-form-item label="客户来源" prop="source">
<el-select
v-model="queryParams.source"
class="!w-240px"
clearable
placeholder="请选择客户来源"
>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_SOURCE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
<el-form-item>
<el-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
搜索
</el-button>
<el-button @click="resetQuery(undefined)">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
<el-button
v-hasPermi="['crm:customer:export']"
:loading="exportLoading"
plain
type="success"
@click="handleExport"
>
<Icon class="mr-5px" icon="ep:download" />
导出
</el-button>
</el-form-item>
</el-form>
</ContentWrap>
<!-- 列表 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="编号" prop="id" />
<el-table-column align="center" label="客户名称" prop="name" width="160">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.name }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" label="手机" prop="mobile" width="120" />
<el-table-column align="center" label="电话" prop="telephone" width="120" />
<el-table-column align="center" label="客户来源" prop="source" width="100">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
</template>
</el-table-column>
<el-table-column align="center" label="所属行业" prop="industryId" width="120">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="scope.row.industryId" />
</template>
</el-table-column>
<el-table-column align="center" label="客户等级" prop="level" width="120">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="scope.row.level" />
</template>
</el-table-column>
<el-table-column align="center" label="网址" prop="website" width="200" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="下次联系时间"
prop="contactNextTime"
width="180px"
/>
<el-table-column align="center" label="备注" prop="remark" width="200" />
<el-table-column align="center" label="成交状态" prop="dealStatus">
<template #default="scope">
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.dealStatus" />
</template>
</el-table-column>
<el-table-column align="center" label="距离进入公海" prop="poolDay">
<template #default="scope"> {{ scope.row.poolDay }}天</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
label="最后跟进时间"
prop="contactLastTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="updateTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="负责人" prop="ownerUserName" width="100px" />
<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
<el-table-column align="center" fixed="right" label="操作" min-width="150">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
详情
</el-link>
</template>
</el-table-column>
</el-table>
<!-- 分页 -->
<Pagination
v-model:limit="queryParams.pageSize"
v-model:page="queryParams.pageNo"
:total="total"
@pagination="getList"
/>
</ContentWrap>
</template>
<script lang="ts" setup>
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import * as CustomerApi from '@/api/crm/customer'
defineOptions({ name: 'CrmCustomerPool' })
const message = useMessage() // 消息弹窗
const loading = ref(true) // 列表的加载中
const total = ref(0) // 列表的总页数
const list = ref([]) // 列表的数据
const queryParams = ref({
pageNo: 1,
pageSize: 10,
name: '',
mobile: '',
industryId: undefined,
level: undefined,
source: undefined,
sceneType: undefined,
pool: true
})
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 CustomerApi.getCustomerPage(queryParams.value)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.value.pageNo = 1
getList()
}
/** 重置按钮操作 */
const resetQuery = () => {
queryFormRef.value.resetFields()
queryParams.value = {
pageNo: 1,
pageSize: 10,
name: '',
mobile: '',
industryId: undefined,
level: undefined,
source: undefined,
sceneType: undefined,
pool: true
}
handleQuery()
}
/** 打开客户详情 */
const { currentRoute, push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
}
/** 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 CustomerApi.exportCustomer(queryParams.value)
download.excel(data, '客户.xls')
} catch {
} finally {
exportLoading.value = false
}
}
/** 监听路由变化更新列表 */
watch(
() => currentRoute.value,
() => {
getList()
}
)
/** 初始化 **/
onMounted(() => {
getList()
})
</script>

167
src/views/crm/followup/FollowUpRecordForm.vue Normal file
View File

@ -0,0 +1,167 @@
<!-- 跟进记录的添加表单弹窗 -->
<template>
<Dialog v-model="dialogVisible" :title="dialogTitle" width="50%">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="120px"
>
<el-row>
<el-col :span="12">
<el-form-item label="跟进类型" prop="type">
<el-select v-model="formData.type" placeholder="请选择跟进类型">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="下次联系时间" prop="nextTime">
<el-date-picker
v-model="formData.nextTime"
placeholder="选择下次联系时间"
type="date"
value-format="x"
/>
</el-form-item>
</el-col>
<!-- TODO @puhui999：不搞富文本哈；然后加个附件、图片两个 form-item 哈 -->
<el-col :span="24">
<el-form-item label="跟进内容" prop="content">
<Editor v-model="formData.content" height="300px" />
</el-form-item>
</el-col>
<!-- TODO @puhui999：因为不考虑编辑的情况，是不是关联要是个弹窗选择哈？ -->
<el-col :span="24">
<el-form-item label="关联联系人" prop="contactIds">
<el-select v-model="formData.contactIds" multiple placeholder="请选择">
<el-option
v-for="item in allContactList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
<contact-list v-model:contactIds="formData.contactIds" />
</el-form-item>
<!-- <el-form-item label="关联联系人" prop="contactIds">-->
<!-- <el-button @click="handleAddContact">-->
<!-- <Icon class="mr-5px" icon="ep:plus" />-->
<!-- 选择添加联系人-->
<!-- </el-button>-->
<!-- <contact-list v-model:contactIds="formData.contactIds" />-->
<!-- </el-form-item>-->
</el-col>
<el-col :span="24">
<el-form-item label="关联商机" prop="businessIds">
<el-select v-model="formData.businessIds" multiple placeholder="请选择">
<el-option
v-for="item in allBusinessList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
<business-list v-model:businessIds="formData.businessIds" />
</el-form-item>
<!-- <el-form-item label="关联商机" prop="businessIds">-->
<!-- <el-button @click="handleAddBusiness">-->
<!-- <Icon class="mr-5px" icon="ep:plus" />-->
<!-- 选择添加商机-->
<!-- </el-button>-->
<!-- <business-list v-model:businessIds="formData.businessIds" />-->
<!-- </el-form-item>-->
</el-col>
</el-row>
</el-form>
<template #footer>
<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
<el-button @click="dialogVisible = false">取 消</el-button>
</template>
</Dialog>
</template>
<script lang="ts" setup>
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
import { BusinessList, ContactList } from './components'
import * as ContactApi from '@/api/crm/contact'
import * as BusinessApi from '@/api/crm/business'
defineOptions({ name: 'FollowUpRecordForm' })
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
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<FollowUpRecordVO>({} as FollowUpRecordVO)
const formRules = reactive({
type: [{ required: true, message: '跟进类型不能为空', trigger: 'change' }],
content: [{ required: true, message: '跟进内容不能为空', trigger: 'blur' }],
nextTime: [{ required: true, message: '下次联系时间不能为空', trigger: 'blur' }]
})
const formRef = ref() // 表单 Ref
const allContactList = ref<ContactApi.ContactVO[]>([]) // 所有联系人列表
const allBusinessList = ref<BusinessApi.BusinessVO[]>([]) // 所有商家列表
/** 打开弹窗 */
const open = async (bizType: number, bizId: number, type: string, id?: number) => {
dialogVisible.value = true
dialogTitle.value = t('action.' + type)
formType.value = type
resetForm()
formData.value.bizType = bizType
formData.value.bizId = bizId
allContactList.value = await ContactApi.getSimpleContactList()
allBusinessList.value = await BusinessApi.getSimpleBusinessList()
// 修改时，设置数据
if (id) {
formLoading.value = true
try {
formData.value = await FollowUpRecordApi.getFollowUpRecord(id)
} finally {
formLoading.value = false
}
}
}
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()
// 提交请求
formLoading.value = true
try {
const data = formData.value as unknown as FollowUpRecordVO
if (formType.value === 'create') {
await FollowUpRecordApi.createFollowUpRecord(data)
message.success(t('common.createSuccess'))
} else {
await FollowUpRecordApi.updateFollowUpRecord(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 = () => {
formRef.value?.resetFields()
formData.value = {} as FollowUpRecordVO
}
</script>

71
src/views/crm/followup/components/BusinessList.vue Normal file
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@ -0,0 +1,71 @@
<template>
<el-table :data="list" :show-overflow-tooltip="true" :stripe="true" height="200">
<el-table-column align="center" label="商机名称" prop="name" />
<el-table-column align="center" label="客户名称" prop="customerName" />
<el-table-column align="center" label="商机金额" prop="price" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="预计成交日期"
prop="dealTime"
width="120px"
/>
<el-table-column align="center" label="商机状态类型" prop="statusTypeName" width="120" />
<el-table-column align="center" label="商机状态" prop="statusName" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="更新时间"
prop="updateTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column align="center" fixed="right" label="操作" width="130">
<template #default="scope">
<el-button link type="danger" @click="handleDelete(scope.row.id)"> 移除</el-button>
</template>
</el-table-column>
</el-table>
</template>
<script lang="ts" setup>
import { dateFormatter } from '@/utils/formatTime'
import * as BusinessApi from '@/api/crm/business'
defineOptions({ name: 'BusinessList' })
const props = withDefaults(defineProps<{ businessIds: number[] }>(), {
businessIds: () => []
})
const list = ref<BusinessApi.BusinessVO[]>([] as BusinessApi.BusinessVO[])
watch(
() => props.businessIds,
(val) => {
if (!val || val.length === 0) {
return
}
list.value = BusinessApi.getBusinessListByIds(val) as unknown as BusinessApi.BusinessVO[]
}
)
const emits = defineEmits<{
(e: 'update:businessIds', businessIds: number[]): void
}>()
const handleDelete = (id: number) => {
const index = list.value.findIndex((item) => item.id === id)
if (index !== -1) {
list.value.splice(index, 1)
}
emits(
'update:businessIds',
list.value.map((item) => item.id)
)
}
</script>

79
src/views/crm/followup/components/BusinessListSelectForm.vue Normal file
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@ -0,0 +1,79 @@
<template>
<Dialog v-model="dialogVisible" :title="dialogTitle" width="50%">
<el-row>
<el-col :span="12">
<el-form-item label="跟进类型" prop="type">
<el-select v-model="formData.type" placeholder="请选择跟进类型">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="下次联系时间" prop="nextTime">
<el-date-picker
v-model="formData.nextTime"
placeholder="选择下次联系时间"
type="date"
value-format="x"
/>
</el-form-item>
</el-col>
</el-row>
<template #footer>
<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
<el-button @click="dialogVisible = false">取 消</el-button>
</template>
</Dialog>
</template>
<script lang="ts" setup>
/** 跟进记录 表单 */
defineOptions({ name: 'BusinessListSelectForm' })
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 formData = ref([])
/** 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 FollowUpRecordApi.getFollowUpRecord(id)
} finally {
formLoading.value = false
}
}
}
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()
// 提交请求
formLoading.value = true
try {
// 发送操作成功的事件
emit('success')
} finally {
formLoading.value = false
}
}
/** 重置表单 */
const resetForm = () => {
formRef.value?.resetFields()
}
</script>

97
src/views/crm/followup/components/ContactList.vue Normal file
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@ -0,0 +1,97 @@
<template>
<el-table :data="list" :show-overflow-tooltip="true" :stripe="true" height="200">
<el-table-column align="center" fixed="left" label="姓名" prop="name" width="140" />
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120" />
<el-table-column align="center" label="手机" prop="mobile" width="120" />
<el-table-column align="center" label="电话" prop="telephone" width="120" />
<el-table-column align="center" label="邮箱" prop="email" width="120" />
<el-table-column align="center" label="职位" prop="post" width="120" />
<el-table-column align="center" label="地址" prop="detailAddress" width="120" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="下次联系时间"
prop="contactNextTime"
width="180px"
/>
<el-table-column align="center" label="关键决策人" prop="master" width="100">
<template #default="scope">
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
</template>
</el-table-column>
<el-table-column align="center" label="直属上级" prop="parentName" width="140" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="最后跟进时间"
prop="contactLastTime"
width="180px"
/>
<el-table-column align="center" label="性别" prop="sex">
<template #default="scope">
<dict-tag :type="DICT_TYPE.SYSTEM_USER_SEX" :value="scope.row.sex" />
</template>
</el-table-column>
<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="更新时间"
prop="updateTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column align="center" fixed="right" label="操作" width="130">
<template #default="scope">
<el-button link type="danger" @click="handleDelete(scope.row.id)"> 移除</el-button>
</template>
</el-table-column>
</el-table>
</template>
<script lang="ts" setup>
import { dateFormatter } from '@/utils/formatTime'
import { DICT_TYPE } from '@/utils/dict'
import * as ContactApi from '@/api/crm/contact'
defineOptions({ name: 'ContactList' })
const props = withDefaults(defineProps<{ contactIds: number[] }>(), {
contactIds: () => []
})
const list = ref<ContactApi.ContactVO[]>([] as ContactApi.ContactVO[])
const getContactList = async () => {
list.value = (await ContactApi.getContactListByIds(
props.contactIds
)) as unknown as ContactApi.ContactVO[]
}
watch(
() => props.contactIds,
(val) => {
if (!val || val.length === 0) {
return
}
getContactList()
}
)
const emits = defineEmits<{
(e: 'update:contactIds', contactIds: number[]): void
}>()
const handleDelete = (id: number) => {
const index = list.value.findIndex((item) => item.id === id)
if (index !== -1) {
list.value.splice(index, 1)
}
emits(
'update:contactIds',
list.value.map((item) => item.id)
)
}
</script>

4
src/views/crm/followup/components/index.ts Normal file
View File

@ -0,0 +1,4 @@
import BusinessList from './BusinessList.vue'
import ContactList from './ContactList.vue'
export { BusinessList, ContactList }

137
src/views/crm/followup/index.vue Normal file
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@ -0,0 +1,137 @@
<!-- 某个记录的跟进记录列表，目前主要用于 CRM 客户、商机等详情界面 -->
<template>
<!-- 操作栏 -->
<el-row class="mb-10px" justify="end">
<el-button @click="openForm('create')">
<Icon class="mr-5px" icon="ep:edit" />
写跟进
</el-button>
</el-row>
<!-- 列表 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="编号" prop="id" />
<el-table-column align="center" label="跟进人" prop="creatorName" />
<el-table-column align="center" label="跟进类型" prop="type">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_FOLLOW_UP_TYPE" :value="scope.row.type" />
</template>
</el-table-column>
<el-table-column align="center" label="跟进内容" prop="content" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="下次联系时间"
prop="nextTime"
width="180px"
/>
<!-- TODO @puhui999：点击后，查看关联联系人 -->
<el-table-column align="center" label="关联联系人" prop="contactIds" />
<!-- TODO @puhui999：点击后，查看关联商机 -->
<el-table-column align="center" label="关联商机" prop="businessIds" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="操作">
<template #default="scope">
<el-button
v-hasPermi="['crm:follow-up-record:update']"
link
type="primary"
@click="openForm('update', scope.row.id)"
>
编辑
</el-button>
<el-button
v-hasPermi="['crm:follow-up-record:delete']"
link
type="danger"
@click="handleDelete(scope.row.id)"
>
删除
</el-button>
</template>
</el-table-column>
</el-table>
<!-- 分页 -->
<Pagination
v-model:limit="queryParams.pageSize"
v-model:page="queryParams.pageNo"
:total="total"
@pagination="getList"
/>
</ContentWrap>
<!-- 表单弹窗：添加/修改 -->
<FollowUpRecordForm ref="formRef" @success="getList" />
</template>
<script lang="ts" setup>
import { dateFormatter } from '@/utils/formatTime'
import { DICT_TYPE } from '@/utils/dict'
import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
import FollowUpRecordForm from './FollowUpRecordForm.vue'
/** 跟进记录列表 */
defineOptions({ name: 'FollowUpRecord' })
const props = defineProps<{
bizType: number
bizId: number
}>()
const message = useMessage() // 消息弹窗
const { t } = useI18n() // 国际化
const loading = ref(true) // 列表的加载中
const list = ref<FollowUpRecordVO[]>([]) // 列表的数据
const total = ref(0) // 列表的总页数
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
bizType: 0,
bizId: 0
})
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
const data = await FollowUpRecordApi.getFollowUpRecordPage(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 添加/修改操作 */
const formRef = ref<InstanceType<typeof FollowUpRecordForm>>()
const openForm = (type: string, id?: number) => {
formRef.value?.open(props.bizType, props.bizId, 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 FollowUpRecordApi.deleteFollowUpRecord(id)
message.success(t('common.delSuccess'))
// 刷新列表
await getList()
} catch {}
}
watch(
() => props.bizId,
() => {
queryParams.bizType = props.bizType
queryParams.bizId = props.bizId
getList()
}
)
</script>

2
src/views/crm/message/index.vue
View File

@ -20,7 +20,7 @@
</el-col>
</el-row>
</template>
<!-- @dbh52：模块改成 backlog 会更合适，待办事项 -->
<script lang="ts" setup>
import TodayCustomer from './tables/TodayCustomer.vue'
import FollowLeads from './tables/FollowLeads.vue'

5
src/views/crm/message/tables/TodayCustomer.vue
View File

@ -125,11 +125,12 @@ import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter } from '@/utils/formatTime'
import * as MessageApi from '@/api/crm/message'
const title = ref('今日需联系客户')
const title = ref('今日需联系客户') // TODO @dbh52：这个不用枚举一个变量哈；
const loading = ref(true) // 列表的加载中
const total = ref(0) // 列表的总页数
const list = ref([]) // 列表的数据
const queryParams = ref<{
// TODO @dbh52：这个 ref 类型定义可以去掉哈。之前定义的原因，是因为 idea 报错了；默认 idea 可以推导出类型
pageNo: number
pageSize: number
contactStatus: number | undefined
@ -149,6 +150,7 @@ const CONTACT_STATUS = [
]
const SCENE_TYPES = [
// TODO 芋艿：貌似可以搞成全局枚举
{ label: '我负责的', value: 1 },
{ label: '我跟进的', value: 2 },
{ label: '我参与的', value: 3 },
@ -182,6 +184,7 @@ const resetQuery = (func: Function | undefined = undefined) => {
contactStatus: 1,
sceneType: 1
}
// TODO @dbh52：这里的 func 是不是可以去掉哈；
func && func()
handleQuery()
}

172
src/views/crm/permission/components/PermissionList.vue
View File

@ -1,103 +1,112 @@
<template>
<!-- 操作栏 -->
<el-row justify="end">
<el-button @click="openForm">
<Icon class="mr-5px" icon="fluent:people-team-add-20-filled" />
添加团队成员
<el-row v-if="showAction" justify="end">
<el-button v-if="validateOwnerUser" type="primary" @click="openForm">
<Icon class="mr-5px" icon="ep:plus" />
新增
</el-button>
<el-button @click="handleUpdate">
<el-button v-if="validateOwnerUser" @click="handleUpdate">
<Icon class="mr-5px" icon="ep:edit" />
编辑
</el-button>
<el-button @click="handleDelete">
<el-button v-if="validateOwnerUser" @click="handleDelete">
<Icon class="mr-5px" icon="ep:delete" />
移除
</el-button>
<el-button type="danger" @click="handleQuit"> 退出团队</el-button>
<el-button v-if="!validateOwnerUser && list.length > 0" type="danger" @click="handleQuit">
退出团队
</el-button>
</el-row>
<!-- 列表 -->
<ContentWrap class="mt-10px">
<el-table
v-loading="loading"
:data="list"
:show-overflow-tooltip="true"
:stripe="true"
@selection-change="handleSelectionChange"
>
<!-- TODO @puhui999：负责人不允许选中 -->
<el-table-column type="selection" width="55" />
<el-table-column align="center" label="姓名" prop="nickname" />
<el-table-column align="center" label="部门" prop="deptName" />
<el-table-column align="center" label="岗位" prop="postNames" />
<el-table-column align="center" label="权限" prop="level">
<template #default="{ row }">
<dict-tag :type="DICT_TYPE.CRM_PERMISSION_LEVEL" :value="row.level" />
</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
label="加入时间"
prop="createTime"
/>
</el-table>
</ContentWrap>
<!-- 团队成员展示 -->
<el-table
ref="elTableRef"
v-loading="loading"
:data="list"
:show-overflow-tooltip="true"
:stripe="true"
class="mt-20px"
@selection-change="handleSelectionChange"
>
<el-table-column type="selection" width="55" />
<el-table-column align="center" label="姓名" prop="nickname" />
<el-table-column align="center" label="部门" prop="deptName" />
<el-table-column align="center" label="岗位" prop="postNames" />
<el-table-column align="center" label="权限级别" prop="level">
<template #default="{ row }">
<dict-tag :type="DICT_TYPE.CRM_PERMISSION_LEVEL" :value="row.level" />
</template>
</el-table-column>
<el-table-column :formatter="dateFormatter" align="center" label="加入时间" prop="createTime" />
</el-table>
<!-- 表单弹窗：添加/修改 -->
<CrmPermissionForm ref="formRef" @success="getList" />
</template>
<script lang="ts" setup>
import { dateFormatter } from '@/utils/formatTime'
import { DICT_TYPE } from '@/utils/dict'
import { ElTable } from 'element-plus'
import * as PermissionApi from '@/api/crm/permission'
import { PermissionLevelEnum } from '@/api/crm/permission'
import { useUserStoreWithOut } from '@/store/modules/user'
import CrmPermissionForm from './PermissionForm.vue'
import { DICT_TYPE } from '@/utils/dict'
defineOptions({ name: 'CrmPermissionList' })
const props = defineProps<{
bizType: number // 业务类型
bizId: number // 业务编号
}>()
const message = useMessage() // 消息
const props = defineProps<{
bizType: number // 模块类型
bizId: number | undefined // 模块数据编号
showAction: boolean //是否展示操作按钮
}>()
const loading = ref(true) // 列表的加载中
const list = ref<PermissionApi.PermissionVO[]>([]) // 列表的数据
const formData = ref({
ownerUserId: 0
})
const userStore = useUserStoreWithOut() // 用户信息缓存
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
list.value = await PermissionApi.getPermissionList({
const data = await PermissionApi.getPermissionList({
bizType: props.bizType,
bizId: props.bizId
})
list.value = data
const permission = list.value.find(
(item) =>
item.userId === userStore.getUser.id &&
item.level === PermissionApi.PermissionLevelEnum.OWNER
)
if (permission) {
formData.value.ownerUserId = userStore.getUser.id
}
} finally {
loading.value = false
}
}
/** 选中团队成员 */
const multipleSelection = ref<PermissionApi.PermissionVO[]>([]) // 选择的团队成员
const elTableRef = ref<InstanceType<typeof ElTable>>()
const handleSelectionChange = (val: PermissionApi.PermissionVO[]) => {
if (val.findIndex((item) => item.level === PermissionApi.PermissionLevelEnum.OWNER) !== -1) {
message.warning('不能选择负责人！')
elTableRef.value?.clearSelection()
return
}
multipleSelection.value = val
}
/** 添加团队成员 */
const formRef = ref<InstanceType<typeof CrmPermissionForm>>() // 权限表单 Ref
const openForm = () => {
formRef.value?.open('create', props.bizType, props.bizId)
}
/** 编辑团队成员 */
const formRef = ref<InstanceType<typeof CrmPermissionForm>>() // 权限表单 Ref
const handleUpdate = () => {
if (multipleSelection.value?.length === 0) {
message.warning('请先选择团队成员后操作！')
return
}
const ids = multipleSelection.value?.map((item) => item.id) as number[]
formRef.value?.open('update', props.bizType, props.bizId, ids)
const ids = multipleSelection.value?.map((item) => item.id) as unknown as number[]
formRef.value?.open('update', props.bizType, props.bizId!, ids)
}
/** 移除团队成员 */
@ -106,36 +115,75 @@ const handleDelete = async () => {
message.warning('请先选择团队成员后操作！')
return
}
await message.delConfirm('是否删除选择的团队成员？')
await message.delConfirm()
const ids = multipleSelection.value?.map((item) => item.id)
await PermissionApi.deletePermissionBatch({
bizType: props.bizType,
bizId: props.bizId,
ids
})
message.success('删除成功')
}
/** 添加团队成员 */
const openForm = () => {
formRef.value?.open('create', props.bizType, props.bizId!)
}
// 校验负责人权限和编辑权限
const validateOwnerUser = ref(false)
const validateWrite = ref(false)
const isPool = ref(false)
watch(
list,
(newArr) => {
isPool.value = false
if (newArr?.length > 0) {
isPool.value = !list.value.some(
(item) => item.level === PermissionApi.PermissionLevelEnum.OWNER
)
validateOwnerUser.value = false
validateWrite.value = false
const userId = userStore.getUser?.id
list.value
.filter((item) => item.userId === userId)
.forEach((item) => {
if (item.level === PermissionApi.PermissionLevelEnum.OWNER) {
validateOwnerUser.value = true
validateWrite.value = true
} else if (item.level === PermissionApi.PermissionLevelEnum.WRITE) {
validateWrite.value = true
}
})
} else {
isPool.value = true
}
},
{
immediate: true
}
)
defineExpose({ openForm, validateOwnerUser, validateWrite, isPool })
/** 退出团队 */
const userStore = useUserStoreWithOut() // 用户信息缓存
const handleQuit = async () => {
const permission = list.value.find(
(item) => item.userId === userStore.getUser.id && item.level === PermissionLevelEnum.OWNER
(item) =>
item.userId === userStore.getUser.id && item.level === PermissionApi.PermissionLevelEnum.OWNER
)
if (permission) {
message.warning('负责人不能退出团队！')
return
}
await message.confirm('确认退出团队吗？')
const userPermission = list.value.find((item) => item.userId === userStore.getUser.id)
await PermissionApi.deleteSelfPermission(userPermission?.id)
if (userPermission) {
await PermissionApi.deleteSelfPermission(userPermission.id!)
}
}
/** 监听打开的 bizId + bizType，从而加载最新的列表 */
watch(
() => [props.bizId, props.bizType],
(val) => {
if (!val[0]) {
() => props.bizId,
(bizId) => {
if (!bizId) {
return
}
getList()

123
src/views/crm/permission/components/TransferForm.vue Normal file
View File

@ -0,0 +1,123 @@
<!-- 转移数据的表单弹窗，目前主要用于 CRM 客户、商机等详情界面 -->
<template>
<Dialog v-model="dialogVisible" :title="dialogTitle" width="30%">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="150px"
>
<el-form-item label="选择新负责人" prop="newOwnerUserId">
<el-select v-model="formData.newOwnerUserId">
<el-option
v-for="item in userOptions"
:key="item.id"
:label="item.nickname"
:value="item.id"
/>
</el-select>
</el-form-item>
<el-form-item label="老负责人">
<el-radio-group
v-model="oldOwnerHandler"
@change="formData.oldOwnerPermissionLevel = undefined"
>
<el-radio :label="false" size="large">移除</el-radio>
<el-radio :label="true" size="large">加入团队</el-radio>
</el-radio-group>
</el-form-item>
<el-form-item v-if="oldOwnerHandler" label="老负责人权限级别" prop="oldOwnerPermissionLevel">
<el-radio-group v-model="formData.oldOwnerPermissionLevel">
<template
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PERMISSION_LEVEL)"
:key="dict.value"
>
<el-radio v-if="dict.value != PermissionLevelEnum.OWNER" :label="dict.value">
{{ dict.label }}
</el-radio>
</template>
</el-radio-group>
</el-form-item>
</el-form>
<!-- TODO 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择 -->
<template #footer>
<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
<el-button @click="dialogVisible = false">取 消</el-button>
</template>
</Dialog>
</template>
<script lang="ts" setup>
import * as UserApi from '@/api/system/user'
import type { TransferReqVO } from '@/api/crm/customer'
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
import { PermissionLevelEnum } from '@/api/crm/permission'
defineOptions({ name: 'CrmTransferForm' })
const message = useMessage() // 消息弹窗
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 userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const oldOwnerHandler = ref(false) // 老负责人的处理方式
const formData = ref<TransferReqVO>({
id: undefined, // 客户编号
newOwnerUserId: undefined, // 新负责人的用户编号
oldOwnerPermissionLevel: undefined // 老负责人加入团队后的权限级别
})
const formRules = reactive({
newOwnerUserId: [{ required: true, message: '新负责人不能为空', trigger: 'blur' }],
oldOwnerPermissionLevel: [
{ required: true, message: '老负责人加入团队后的权限级别不能为空', trigger: 'blur' }
]
})
const formRef = ref() // 表单 Ref
const transferFuncRef = ref<Function>(() => {}) // 转移所需回调
/** 打开弹窗 */
const open = async (title: string, bizId: number, transferFunc: Function) => {
dialogVisible.value = true
dialogTitle.value = title
transferFuncRef.value = transferFunc
resetForm()
formData.value.id = bizId
}
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
if (!formRef) return
const valid = await formRef.value.validate()
if (!valid) return
// 提交请求
formLoading.value = true
try {
const data = formData.value
await transferFuncRef.value(unref(data))
message.success(dialogTitle.value + '成功')
dialogVisible.value = false
// 发送操作成功的事件
emit('success')
} finally {
formLoading.value = false
}
}
/** 重置表单 */
const resetForm = () => {
formRef.value?.resetFields()
formData.value = {
id: undefined, // 客户编号
newOwnerUserId: undefined, // 新负责人的用户编号
oldOwnerPermissionLevel: undefined // 老负责人加入团队后的权限级别
}
}
onMounted(async () => {
// 获得用户列表
// TODO 芋艿：用户列表的选择组件
userOptions.value = await UserApi.getSimpleUserList()
})
</script>

2
src/views/crm/product/ProductForm.vue
View File

@ -47,7 +47,7 @@
<el-form-item label="产品单位" prop="unit">
<el-select v-model="formData.unit" class="w-1/1" placeholder="请选择单位">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.PRODUCT_UNIT)"
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_UNIT)"
:key="dict.value"
:label="dict.label"
:value="dict.value"

2
src/views/crm/product/detail/ProductDetailsHeader.vue
View File

@ -22,7 +22,7 @@
{{ productCategoryList?.find((c) => c.id === product.categoryId)?.name }}
</el-descriptions-item>
<el-descriptions-item label="产品单位">
<dict-tag :type="DICT_TYPE.PRODUCT_UNIT" :value="product.unit" />
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="product.unit" />
</el-descriptions-item>
<el-descriptions-item label="产品价格">{{ fenToYuan(product.price) }}元</el-descriptions-item>
<el-descriptions-item label="产品编码">{{ product.no }}</el-descriptions-item>

10
src/views/crm/product/detail/ProductDetailsInfo.vue
View File

@ -14,10 +14,10 @@
{{ productCategoryList?.find((c) => c.id === product.categoryId)?.name }}
</el-descriptions-item>
<el-descriptions-item label="是否上下架">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_STATUS" :value="product.status"/>
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_STATUS" :value="product.status" />
</el-descriptions-item>
<el-descriptions-item label="单位">
<dict-tag :type="DICT_TYPE.PRODUCT_UNIT" :value="product.unit"/>
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="product.unit" />
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
@ -25,12 +25,12 @@
</ContentWrap>
</template>
<script setup lang="ts">
import {DICT_TYPE} from '@/utils/dict'
import { DICT_TYPE } from '@/utils/dict'
import * as ProductApi from '@/api/crm/product'
import {fenToYuan} from '@/utils'
import { fenToYuan } from '@/utils'
import * as ProductCategoryApi from '@/api/crm/product/productCategory'
const {product} = defineProps<{
const { product } = defineProps<{
product: ProductApi.ProductVO
}>()

2
src/views/crm/product/index.vue
View File

@ -60,7 +60,7 @@
<el-table-column label="产品类型" align="center" prop="categoryName" width="160" />
<el-table-column label="产品单位" align="center" prop="unit">
<template #default="scope">
<dict-tag :type="DICT_TYPE.PRODUCT_UNIT" :value="scope.row.unit" />
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="scope.row.unit" />
</template>
</el-table-column>
<el-table-column label="产品编码" align="center" prop="no" />