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crm-客户：公海抽离，完善跟进 

(cherry picked from commit 5151824110)
pull/420/head
puhui999 2024-01-14 20:57:06 +08:00 committed by shizhong
parent bb694349f1
commit 7a8f9b3742
10 changed files with 428 additions and 102 deletions
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7
src/api/crm/business/index.ts
View File

@ -36,6 +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 })
@ -63,5 +68,5 @@ export const getBusinessPageByContact = async (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 } })
return await request.get({ url: '/crm/business/list-by-ids', params: { ids: val.join(',') } })
}

2
src/api/crm/contact/index.ts
View File

@ -73,7 +73,7 @@ export const getSimpleContactList = async () => {
// 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 } })
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

9
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
@ -80,13 +80,12 @@ 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}` })
}

22
src/router/modules/remaining.ts
View File

@ -473,7 +473,8 @@ const remainingRouter: AppRouteRecordRaw[] = [
title: '模板装修',
noCache: true,
hidden: true,
activeMenu: '/mall/promotion/diy/template'
// TODO @疯狂：建议 menu 那的 /mall/promotion/diy-template/diy-template 改成 /mall/promotion/diy/template
activeMenu: '/mall/promotion/diy-template/diy-template'
},
component: () => import('@/views/mall/promotion/diy/template/decorate.vue')
},
@ -484,7 +485,8 @@ const remainingRouter: AppRouteRecordRaw[] = [
title: '页面装修',
noCache: true,
hidden: true,
activeMenu: '/mall/promotion/diy/page'
// TODO @疯狂：建议 menu 那的 /mall/promotion/diy-template/diy-page 改成 /mall/promotion/diy/page
activeMenu: '/mall/promotion/diy-template/diy-page'
},
component: () => import('@/views/mall/promotion/diy/page/decorate.vue')
}
@ -503,7 +505,7 @@ const remainingRouter: AppRouteRecordRaw[] = [
title: '客户详情',
noCache: true,
hidden: true,
activeMenu: '/crm/customer'
activeMenu: '/crm/customer/index'
},
component: () => import('@/views/crm/customer/detail/index.vue')
},
@ -513,21 +515,9 @@ const remainingRouter: AppRouteRecordRaw[] = [
meta: {
title: '联系人详情',
noCache: true,
hidden: true,
activeMenu: '/crm/contact'
hidden: true
},
component: () => import('@/views/crm/contact/detail/index.vue')
},
{
path: 'product/detail/:id',
name: 'CrmProductDetail',
meta: {
title: '产品详情',
noCache: true,
hidden: true,
activeMenu: '/crm/product'
},
component: () => import('@/views/crm/product/detail/index.vue')
}
]
}

46
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"
@ -33,9 +33,19 @@
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="客户" prop="customerName">
<el-select v-model="formData.customerId" placeholder="请选择客户" value-key="id" lable-key="name">
<el-option v-for="item in customerList" :key="item.id" :label="item.name" :value="item.id" />
<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"
>
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
@ -56,8 +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>
@ -72,8 +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>
@ -88,8 +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>
@ -98,9 +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>
@ -119,8 +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>
@ -133,16 +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>
@ -170,14 +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'
@ -232,7 +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>

4
src/views/crm/customer/detail/index.vue
View File

@ -113,7 +113,7 @@ const handleUnlock = async () => {
/** 领取客户 */
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()
}
@ -121,7 +121,7 @@ const handleReceive = async () => {
/** 客户放入公海 */
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()
}

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: 'CrmCustomer' })
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>

45
src/views/crm/followup/FollowUpRecordForm.vue
View File

@ -37,21 +37,43 @@
</el-col>
<el-col :span="24">
<el-form-item label="关联联系人" prop="contactIds">
<el-button @click="submitForm">
<Icon class="mr-5px" icon="ep:plus" />
选择添加联系人
</el-button>
<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-button @click="submitForm">
<Icon class="mr-5px" icon="ep:plus" />
选择添加商机
</el-button>
<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>
@ -65,6 +87,8 @@
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'
/** 跟进记录 表单 */
defineOptions({ name: 'FollowUpRecordForm' })
@ -82,7 +106,10 @@ const formRules = reactive({
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) => {
@ -92,6 +119,8 @@ const open = async (bizType: number, bizId: number, type: string, id?: number) =
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

7
src/views/crm/followup/components/ContactList.vue
View File

@ -67,13 +67,18 @@ 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
}
list.value = ContactApi.getContactListByIds(val) as unknown as ContactApi.ContactVO[]
getContactList()
}
)
const emits = defineEmits<{