CRM 客户管理 权限优化
wersd
parent
d9fe53ca5b
commit
7bd962b740
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@ -26,6 +26,7 @@ export interface FollowUpRecordVO {
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}[] // 关联的联系人数组
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creator: string
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creatorName?: string
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createTime: Date // 创建时间
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}
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// 跟进记录 API
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@ -9,7 +9,7 @@ const props = defineProps({
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modelValue: propTypes.bool.def(false),
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title: propTypes.string.def('Dialog'),
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fullscreen: propTypes.bool.def(true),
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width: propTypes.oneOfType([String, Number]).def('40%'),
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width: propTypes.oneOfType([String, Number]).def('60%'),
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scroll: propTypes.bool.def(false), // 是否开启滚动条。如果是的话，按照 maxHeight 设置最大高度
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maxHeight: propTypes.oneOfType([String, Number]).def('400px')
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})
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@ -1,26 +1,12 @@
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<template>
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<!-- 操作栏 -->
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<el-row justify="end">
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<el-button @click="openForm">
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<el-button
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v-hasPermi="['crm:contact:create']"
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@click="openForm">
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<Icon class="mr-5px" icon="system-uicons:contacts" />
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创建联系人
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</el-button>
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<el-button
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v-if="queryParams.businessId"
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v-hasPermi="['crm:contact:create-business']"
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@click="openBusinessModal"
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>
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<Icon class="mr-5px" icon="ep:circle-plus" />
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关联
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</el-button>
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<el-button
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v-if="queryParams.businessId"
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v-hasPermi="['crm:contact:delete-business']"
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@click="deleteContactBusinessList"
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>
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<Icon class="mr-5px" icon="ep:remove" />
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解除关联
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</el-button>
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</el-row>
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<!-- 列表 -->
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@ -50,8 +36,8 @@
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</el-table-column>
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<el-table-column align="center" label="操作" fixed="right" min-width="120">
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<template #default="scope">
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<el-button link type="primary" @click="openFormEdit(scope.row.id)">编辑</el-button>
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<el-button link type="danger" @click="handleDelete(scope.row.id)">删除</el-button>
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<el-button v-hasPermi="['crm:contact:update']" link type="primary" @click="openFormEdit(scope.row.id)">编辑</el-button>
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<el-button v-hasPermi="['crm:contact:delete']" link type="danger" @click="handleDelete(scope.row.id)">删除</el-button>
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</template>
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</el-table-column>
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</el-table>
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@ -66,13 +52,6 @@
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<!-- 表单弹窗：添加 -->
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<ContactForm ref="formRef" @success="getList" />
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<!-- 关联商机选择弹框 -->
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<ContactListModal
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v-if="customerId"
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ref="contactModalRef"
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:customer-id="customerId"
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@success="createContactBusinessList"
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/>
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</template>
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<script lang="ts" setup>
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import * as ContactApi from '@/api/crm/contact'
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@ -1,6 +1,6 @@
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<template>
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<ContactDetailsHeader v-loading="loading" :contact="contact">
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<el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', contact.id)">
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<el-button @click="openForm('update', contact.id)">
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编辑
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</el-button>
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<!-- <el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transfer">
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@ -18,7 +18,7 @@
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<el-tab-pane label="操作日志">
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<OperateLogV2 :log-list="logList" />
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</el-tab-pane>
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<el-tab-pane label="团队成员">
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<!-- <el-tab-pane label="团队成员">
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<PermissionList
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ref="permissionListRef"
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:biz-id="contact.id!"
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@ -26,7 +26,7 @@
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:show-action="true"
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@quit-team="close"
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/>
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</el-tab-pane>
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</el-tab-pane> -->
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</el-tabs>
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</el-col>
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<!-- 表单弹窗：添加/修改 -->
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@ -18,10 +18,10 @@
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<ContentWrap class="mt-10px">
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<el-descriptions :column="4" direction="horizontal" class="mb-10px">
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<el-descriptions-item label="成交状态:">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_DEAL_STATUS" :value="customer.dealStatus" />
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_DEAL_STATUS" :value="customer.dealStatus ?? ''" />
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</el-descriptions-item>
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<el-descriptions-item label="客户类别:">
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="customer.industryId" />
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<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="customer.industryId ?? ''" />
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</el-descriptions-item>
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<el-descriptions-item label="负责人:">{{ customer.ownerUserName }}</el-descriptions-item>
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@ -32,14 +32,14 @@
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</CustomerDetailsHeader>
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<el-col>
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<el-tabs>
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<el-tab-pane label="跟进记录">
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<el-tab-pane v-if="checkPermi(['crm:follow-up-record:query'])" label="跟进记录">
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<FollowUpList :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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</el-tab-pane>
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<!-- <el-tab-pane label="基本信息">
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<CustomerDetailsInfo :customer="customer" />
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</el-tab-pane> -->
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<el-tab-pane label="联系人" lazy>
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<ContactList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" :customer-id="customerId"/>
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<el-tab-pane v-if="checkPermi(['crm:contact:query'])" label="联系人" lazy>
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<ContactList :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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</el-tab-pane>
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<!-- <el-tab-pane label="团队成员">
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<PermissionList
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@ -50,11 +50,10 @@
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@quit-team="close"
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/>
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</el-tab-pane> -->
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<el-tab-pane label="合同" lazy>
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<ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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<el-tab-pane v-if="checkPermi(['crm:contract:query'])" label="合同" lazy>
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<ContractList :biz-id="customerId!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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</el-tab-pane>
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<el-tab-pane v-hasPermi="['crm:customer:file:query']" label="附件">
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<el-tab-pane v-if="checkPermi(['crm:customer:file:query'])" label="附件">
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<FileList v-if="customerId" :customerId="customerId" />
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</el-tab-pane>
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<el-tab-pane label="操作日志">
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@ -80,15 +79,17 @@ import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue
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import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
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import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
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import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
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import FollowUpList from '@/views/crm/followup/index.vue'
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import FollowUpList from '@/views/crm/followup/components/FollowUpList.vue'
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import { BizTypeEnum } from '@/api/crm/permission'
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import type { OperateLogVO } from '@/api/system/operatelog'
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import { getOperateLogPage } from '@/api/crm/operateLog'
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import CustomerDistributeForm from '@/views/crm/customer/pool/CustomerDistributeForm.vue'
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import FileList from '../components/FileList.vue'
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import { checkPermi } from "@/utils/permission"; // 权限判断函数
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defineOptions({ name: 'CrmCustomerDetail' })
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const customerId = ref(0) // 客户编号
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const loading = ref(true) // 加载中
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const message = useMessage() // 消息弹窗
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@ -210,4 +211,6 @@ onMounted(() => {
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customerId.value = Number(params.id)
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getCustomer()
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})
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</script>
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@ -1,209 +0,0 @@
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<!-- 跟进记录的添加表单 -->
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<template>
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<Dialog v-model="dialogVisible" title="添加跟进记录" width="50%">
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<el-form
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ref="formRef"
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v-loading="formLoading"
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:model="formData"
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:rules="formRules"
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label-width="120px"
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>
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<el-row>
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<el-col :span="12">
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<el-form-item label="跟进方式" prop="type">
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<el-select v-model="formData.type" placeholder="请选择跟进">
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12" v-if="formData.bizType == BizTypeEnum.CRM_CUSTOMER">
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<el-form-item label="选择联系人" prop="contactIds">
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<el-select v-model="formData.contactIds" filterable placeholder="请选择联系人">
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<el-option v-for="item in contactOptions" :key="item.id" :label="item.name" :value="item.id" />
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="跟进内容" prop="content">
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<Editor v-model="formData.content" height="150px" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="附件" prop="fileUrls">
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<UploadFile v-model="formData.fileUrls" class="min-w-80px" />
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</el-form-item>
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</el-col>
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</el-row>
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</el-form>
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<template #footer>
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<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
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<el-button @click="dialogVisible = false">取 消</el-button>
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</template>
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</Dialog>
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</template>
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<script lang="ts" setup>
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
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import { BizTypeEnum } from '@/api/crm/permission'
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import FollowUpRecordBusinessForm from './components/FollowUpRecordBusinessForm.vue'
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import FollowUpRecordContactForm from './components/FollowUpRecordContactForm.vue'
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import BusinessListModal from '@/views/crm/business/components/BusinessListModal.vue'
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import * as BusinessApi from '@/api/crm/business'
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import ContactListModal from '@/views/crm/contact/components/ContactListModal.vue'
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import * as ContactApi from '@/api/crm/contact'
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defineOptions({ name: 'FollowUpRecordForm' })
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const { t } = useI18n() // 国际化
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const message = useMessage() // 消息弹窗
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const dialogVisible = ref(false) // 弹窗的是否展示
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const dialogTitle = ref('') // 弹窗的标题
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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
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// 修正表单数据类型声明，允许动态赋值
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interface FollowUpFormData {
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bizType?: number;
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bizId?: number;
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type?: number;
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content?: string;
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nextTime?: any;
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picUrls?: string[];
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fileUrls?: string[];
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businesses?: any[];
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contacts?: any[];
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contactIds?: number[];
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}
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const formData = ref<FollowUpFormData>({
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bizType: undefined,
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bizId: undefined,
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type: undefined,
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content: '',
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nextTime: undefined,
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picUrls: [],
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fileUrls: [],
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businesses: [],
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contacts: [],
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contactIds: []
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})
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const formRules = reactive({
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type: [{ required: true, message: '跟进类型不能为空', trigger: 'change' }],
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content: [{ required: true, message: '跟进内容不能为空', trigger: 'blur' }],
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contactIds: [{ required: true, message: '联系人不能为空', trigger: 'change' }]
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})
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const formRef = ref() // 表单 Ref
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const contactOptions = ref<ContactApi.ContactVO[]>([])
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const formType = ref('') // 表单的类型：create - 新增；update - 修改
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watch(
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() => formData.value.bizId,
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async (val) => {
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if (formData.value.bizType === BizTypeEnum.CRM_CUSTOMER && val) {
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// 获取客户下联系人
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const res = await ContactApi.getContactPageByCustomer({ customerId: val, pageSize: 100 })
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contactOptions.value = res.list || []
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// 自动选中第一个联系人
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if (contactOptions.value.length > 0) {
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formData.value.contactIds = [contactOptions.value[0].id]
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} else {
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formData.value.contactIds = []
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}
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} else {
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contactOptions.value = []
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formData.value.contactIds = []
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}
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},
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{ immediate: true }
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)
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/** 打开弹窗 */
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const open = async (bizType: number, bizId: number, id?: number) => {
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dialogVisible.value = true
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resetForm()
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formData.value.bizType = bizType
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formData.value.bizId = bizId
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if (id) {
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formType.value = 'update'
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formLoading.value = true
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try {
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const data = await FollowUpRecordApi.getFollowUpRecord(id)
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Object.assign(formData.value, data)
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} finally {
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formLoading.value = false
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}
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} else {
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formType.value = 'create'
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}
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}
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defineExpose({ open }) // 提供 open 方法，用于打开弹窗
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/** 提交表单 */
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const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
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// 提交时contactIds直接提交
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const submitForm = async () => {
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await formRef.value.validate()
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formLoading.value = true
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try {
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// 保证contactIds始终为数组
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let contactIds = formData.value.contactIds
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if (!Array.isArray(contactIds)) {
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contactIds = contactIds !== undefined && contactIds !== null ? [contactIds] : []
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}
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const data = {
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...formData.value,
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contactIds,
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businessIds: (formData.value.businesses || []).map((item: any) => item.id)
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} as unknown as FollowUpRecordVO
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if (formType.value === 'create') {
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await FollowUpRecordApi.createFollowUpRecord(data)
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message.success(t('common.createSuccess'))
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} else {
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await FollowUpRecordApi.updateFollowUpRecord(data)
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message.success(t('common.updateSuccess'))
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}
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message.success(t('common.createSuccess'))
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dialogVisible.value = false
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emit('success')
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} finally {
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formLoading.value = false
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}
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}
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/** 关联商机 */
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const businessTableSelectRef = ref<InstanceType<typeof BusinessListModal>>()
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const handleOpenBusiness = () => {
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businessTableSelectRef.value?.open()
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}
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const handleAddBusiness = (businessId: [], newBusinesses: BusinessApi.BusinessVO[]) => {
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newBusinesses.forEach((business) => {
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if (!formData.value.businesses.some((item) => item.id === business.id)) {
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formData.value.businesses.push(business)
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}
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})
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}
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/** 重置表单 */
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const resetForm = () => {
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formRef.value?.resetFields()
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formData.value = {
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bizId: undefined,
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bizType: undefined,
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type: undefined,
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content: '',
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nextTime: undefined,
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picUrls: [],
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fileUrls: [],
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businesses: [],
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contacts: [],
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contactIds: []
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}
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}
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</script>
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@ -1,42 +0,0 @@
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<template>
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<el-table :data="formData" :show-overflow-tooltip="true" :stripe="true" height="120">
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<el-table-column label="商机名称" fixed="left" align="center" prop="name" />
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<el-table-column
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label="商机金额"
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align="center"
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prop="totalPrice"
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:formatter="erpPriceTableColumnFormatter"
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/>
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<el-table-column label="客户名称" align="center" prop="customerName" />
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<el-table-column label="商机组" align="center" prop="statusTypeName" />
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<el-table-column label="商机阶段" align="center" prop="statusName" />
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<el-table-column align="center" fixed="right" label="操作" width="80">
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<template #default="{ $index }">
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<el-button link type="danger" @click="handleDelete($index)"> 移除</el-button>
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</template>
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</el-table-column>
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</el-table>
|
||||
</template>
|
||||
|
||||
<script lang="ts" setup>
|
||||
import { erpPriceTableColumnFormatter } from '@/utils'
|
||||
|
||||
const props = defineProps<{
|
||||
businesses: undefined
|
||||
}>()
|
||||
const formData = ref([])
|
||||
|
||||
/** 初始化商机列表 */
|
||||
watch(
|
||||
() => props.businesses,
|
||||
async (val) => {
|
||||
formData.value = val
|
||||
},
|
||||
{ immediate: true }
|
||||
)
|
||||
|
||||
/** 删除按钮操作 */
|
||||
const handleDelete = (index: number) => {
|
||||
formData.value.splice(index, 1)
|
||||
}
|
||||
</script>
|
||||
|
|
@ -1,47 +0,0 @@
|
|||
<template>
|
||||
<el-table :data="contacts" :show-overflow-tooltip="true" :stripe="true" height="150">
|
||||
<el-table-column label="姓名" fixed="left" align="center" prop="name">
|
||||
<template #default="scope">
|
||||
<el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
|
||||
{{ scope.row.name }}
|
||||
</el-link>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="手机号" align="center" prop="mobile" />
|
||||
<el-table-column label="职位" align="center" prop="post" />
|
||||
<el-table-column label="直属上级" align="center" prop="parentName" />
|
||||
<el-table-column label="是否关键决策人" align="center" prop="master" min-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" 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 { DICT_TYPE } from '@/utils/dict'
|
||||
|
||||
const props = defineProps<{
|
||||
contacts: undefined
|
||||
}>()
|
||||
const formData = ref([])
|
||||
|
||||
/** 初始化联系人列表 */
|
||||
watch(
|
||||
() => props.contacts,
|
||||
async (val) => {
|
||||
formData.value = val
|
||||
},
|
||||
{ immediate: true }
|
||||
)
|
||||
|
||||
/** 删除按钮操作 */
|
||||
const handleDelete = (index: number) => {
|
||||
formData.value.splice(index, 1)
|
||||
}
|
||||
</script>
|
||||
|
|
@ -1,314 +1,30 @@
|
|||
<!-- 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 -->
|
||||
<!-- 跟进记录页面 -->
|
||||
<template>
|
||||
<!-- 操作栏 -->
|
||||
<el-row class="mb-10px" justify="end">
|
||||
<el-button @click="openForm">
|
||||
<Icon class="mr-5px" icon="ep:edit" />
|
||||
写跟进
|
||||
</el-button>
|
||||
</el-row>
|
||||
<!-- 跟进记录时间线 -->
|
||||
<el-timeline>
|
||||
<el-timeline-item
|
||||
v-for="(item, index) in list"
|
||||
:key="item.id || index"
|
||||
:timestamp="formatDate(item.createTime)"
|
||||
placement="top"
|
||||
>
|
||||
<span>跟进人：</span>{{ item.creatorName }}
|
||||
<template #timestamp>
|
||||
<div style="color:#999;font-size:13px;margin-bottom:2px;">跟进时间</div>
|
||||
<span>{{ formatDate(item.createTime) }}</span>
|
||||
</template>
|
||||
<div class="el-timeline-right-content">
|
||||
<div class="followup-meta mb-5px">
|
||||
<template v-if="item.contacts && item.contacts.length">
|
||||
<span class="meta-label">联系人：</span>
|
||||
<el-link
|
||||
v-for="contact in item.contacts"
|
||||
:key="contact.id"
|
||||
:underline="false"
|
||||
type="primary"
|
||||
@click="openContactDetail(contact.id)"
|
||||
class="ml-5px"
|
||||
>
|
||||
{{ contact.name }}
|
||||
</el-link>
|
||||
<span style="margin: 0 8px;"> </span>
|
||||
</template>
|
||||
<span class="meta-label">跟进方式：</span><dict-tag :type="DICT_TYPE.CRM_FOLLOW_UP_TYPE" :value="item.type" class="mr-10px" />
|
||||
</div>
|
||||
<!-- 操作按钮统一放右上角 -->
|
||||
<div class="followup-action-btns">
|
||||
<el-button link class="followup-action-btn edit" @click="openForm('update', item.id)">
|
||||
<Icon icon="ep:edit" class="mr-3px" /> 编辑
|
||||
</el-button>
|
||||
<el-button link class="followup-action-btn delete" @click="handleDelete(item.id)">
|
||||
<Icon icon="ep:delete" class="mr-3px" /> 删除
|
||||
</el-button>
|
||||
</div>
|
||||
<span class="follow-row" v-if="!/<[a-z][\s\S]*>/i.test(item.content)">跟进内容：{{ item.content }}</span>
|
||||
<div class="follow-row" v-else v-html="'跟进内容：' + item.content"></div>
|
||||
<!-- 图片直接展示 -->
|
||||
<div v-if="item.picUrls && item.picUrls.length" class="followup-img-list follow-row mt-10px">
|
||||
<el-image
|
||||
v-for="url in item.picUrls"
|
||||
:key="url"
|
||||
:src="url"
|
||||
style="width: 120px; height: 120px; object-fit: contain; border: 1px solid #eee; border-radius: 4px; margin-right: 8px;"
|
||||
:preview-src-list="item.picUrls"
|
||||
/>
|
||||
</div>
|
||||
<!-- 附件链接展示 -->
|
||||
<div v-if="item.fileUrls && item.fileUrls.length" class="followup-file-list follow-row mt-5px">
|
||||
<span style="font-weight: bold;">附件:</span>
|
||||
<el-link
|
||||
v-for="url in item.fileUrls"
|
||||
:key="url"
|
||||
:href="url"
|
||||
target="_blank"
|
||||
type="primary"
|
||||
style="margin-right: 12px;"
|
||||
>
|
||||
{{ url.substring(url.lastIndexOf('/')+1) }}
|
||||
</el-link>
|
||||
</div>
|
||||
</div>
|
||||
<template #dot>
|
||||
<span style="background-color: #67C23A;" class="dot-node-style">
|
||||
{{ item.creatorName ? item.creatorName[0] : '' }}
|
||||
</span>
|
||||
</template>
|
||||
</el-timeline-item>
|
||||
</el-timeline>
|
||||
<!-- 分页 -->
|
||||
<Pagination
|
||||
v-model:limit="queryParams.pageSize"
|
||||
v-model:page="queryParams.pageNo"
|
||||
:total="total"
|
||||
@pagination="getList"
|
||||
/>
|
||||
|
||||
<!-- 表单弹窗：添加/修改 -->
|
||||
<FollowUpRecordForm ref="formRef" @success="getList" />
|
||||
<div class="followup-page-container">
|
||||
<FollowUpList :biz-type="bizType" :biz-id="bizId" />
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script lang="ts" setup>
|
||||
import { formatDate } from '@/utils/formatTime'
|
||||
import { DICT_TYPE } from '@/utils/dict'
|
||||
import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
|
||||
import FollowUpRecordForm from './FollowUpRecordForm.vue'
|
||||
import { BizTypeEnum } from '@/api/crm/permission'
|
||||
<script lang="ts">
|
||||
import { defineComponent } from 'vue'
|
||||
import FollowUpList from './components/FollowUpList.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
|
||||
export default defineComponent({
|
||||
name: 'CrmFollowUpPage',
|
||||
components: { FollowUpList },
|
||||
data() {
|
||||
return {
|
||||
bizType: 2,
|
||||
bizId: undefined as number | undefined
|
||||
}
|
||||
}
|
||||
})
|
||||
|
||||
/** 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>>()
|
||||
// 支持编辑和新增
|
||||
const openForm = (type: 'create' | 'update' = 'create', id?: number) => {
|
||||
if (type === 'update' && id) {
|
||||
formRef.value?.open(props.bizType, props.bizId, id)
|
||||
} else {
|
||||
formRef.value?.open(props.bizType, props.bizId)
|
||||
}
|
||||
}
|
||||
|
||||
/** 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 {}
|
||||
}
|
||||
|
||||
/** 打开联系人详情 */
|
||||
const { push } = useRouter()
|
||||
const openContactDetail = (id: number) => {
|
||||
push({ name: 'CrmContactDetail', params: { id } })
|
||||
}
|
||||
|
||||
/** 打开商机详情 */
|
||||
const openBusinessDetail = (id: number) => {
|
||||
push({ name: 'CrmBusinessDetail', params: { id } })
|
||||
}
|
||||
|
||||
/** 文件查看弹窗 */
|
||||
const fileDialogVisible = ref(false)
|
||||
const fileDialogList = ref<string[]>([])
|
||||
const fileDialogType = ref<'图片' | '附件'>('图片')
|
||||
const fileDialogTitle = computed(() => fileDialogType.value === '图片' ? '查看图片' : '查看附件')
|
||||
|
||||
function openFileDialog(list: string[], type: '图片' | '附件') {
|
||||
fileDialogList.value = list
|
||||
fileDialogType.value = type
|
||||
fileDialogVisible.value = true
|
||||
}
|
||||
|
||||
watch(
|
||||
() => props.bizId,
|
||||
() => {
|
||||
queryParams.bizType = props.bizType
|
||||
queryParams.bizId = props.bizId
|
||||
getList()
|
||||
}
|
||||
)
|
||||
</script>
|
||||
|
||||
<style lang="scss" scoped>
|
||||
// 时间线样式参考 OperateLogV2
|
||||
:deep(.el-timeline) {
|
||||
margin: 10px 0 0 30px;
|
||||
}
|
||||
:deep(.el-timeline-item__wrapper) {
|
||||
position: relative;
|
||||
top: 0;
|
||||
}
|
||||
:deep(.el-timeline-item__timestamp) {
|
||||
position: static !important;
|
||||
display: block;
|
||||
margin-bottom: 4px;
|
||||
color: #999;
|
||||
font-size: 13px;
|
||||
left: unset;
|
||||
top: unset;
|
||||
text-align: left;
|
||||
}
|
||||
:deep(.el-timeline-right-content) {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: flex-start;
|
||||
min-height: 30px;
|
||||
padding: 10px;
|
||||
background-color: #fff;
|
||||
border-radius: 4px;
|
||||
margin-bottom: 8px;
|
||||
position: relative;
|
||||
}
|
||||
|
||||
.followup-img-list {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
}
|
||||
.followup-file-list {
|
||||
margin-top: 5px;
|
||||
}
|
||||
.followup-meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
align-items: center;
|
||||
margin-bottom: 5px;
|
||||
}
|
||||
.follow-row {
|
||||
margin-bottom: 5px;
|
||||
color: #333;
|
||||
font-size: 14px;
|
||||
}
|
||||
.dot-node-style {
|
||||
position: absolute;
|
||||
left: 0px;
|
||||
display: flex;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
font-size: 10px;
|
||||
color: #fff;
|
||||
border-radius: 50%;
|
||||
justify-content: center;
|
||||
align-items: center;
|
||||
}
|
||||
.meta-label {
|
||||
margin-right: 4px;
|
||||
font-weight: bold;
|
||||
}
|
||||
.followup-delete-btn {
|
||||
color: #f56c6c !important;
|
||||
font-weight: bold;
|
||||
font-size: 14px;
|
||||
transition: background 0.2s, color 0.2s;
|
||||
border: none;
|
||||
background: #fef0f0;
|
||||
border-radius: 4px;
|
||||
padding: 2px 10px;
|
||||
margin: 10px 0 0 0;
|
||||
&:hover {
|
||||
background: #fef0f0;
|
||||
color: #c0392b !important;
|
||||
}
|
||||
.icon {
|
||||
font-size: 15px;
|
||||
vertical-align: middle;
|
||||
}
|
||||
}
|
||||
|
||||
.followup-action-btns {
|
||||
position: absolute;
|
||||
top: 10px;
|
||||
right: 16px;
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
z-index: 2;
|
||||
}
|
||||
.followup-action-btn {
|
||||
font-weight: bold;
|
||||
font-size: 14px;
|
||||
border: none;
|
||||
background: transparent;
|
||||
border-radius: 4px;
|
||||
padding: 2px 10px;
|
||||
transition: background 0.2s, color 0.2s;
|
||||
box-shadow: none;
|
||||
&.edit {
|
||||
color: #409eff !important;
|
||||
&:hover {
|
||||
color: #337ecc !important;
|
||||
background: #ecf5ff;
|
||||
}
|
||||
}
|
||||
&.delete {
|
||||
color: #f56c6c !important;
|
||||
&:hover {
|
||||
color: #c0392b !important;
|
||||
background: #fef0f0;
|
||||
}
|
||||
}
|
||||
.icon {
|
||||
font-size: 15px;
|
||||
vertical-align: middle;
|
||||
}
|
||||
|
||||
<style scoped>
|
||||
.followup-page-container {
|
||||
padding: 24px;
|
||||
background: #f5f7fa;
|
||||
min-height: 100vh;
|
||||
}
|
||||
</style>
|
||||
|
|
|
|||
|
|
@ -1,158 +0,0 @@
|
|||
<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="数据类型" prop="bizType">
|
||||
<el-select v-model="formData.bizType" placeholder="请选择数据类型">
|
||||
<el-option label="请选择字典生成" value="" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="数据编号" prop="bizId">
|
||||
<el-input v-model="formData.bizId" placeholder="请输入数据编号" />
|
||||
</el-form-item>
|
||||
<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 label="请选择字典生成" value="" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="跟进内容" prop="content">
|
||||
<Editor v-model="formData.content" height="150px" />
|
||||
</el-form-item>
|
||||
<el-form-item label="下次联系时间" prop="nextTime">
|
||||
<el-date-picker
|
||||
v-model="formData.nextTime"
|
||||
type="date"
|
||||
value-format="x"
|
||||
placeholder="选择下次联系时间"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="创建者" prop="creator">
|
||||
<el-input v-model="formData.creator" placeholder="请输入创建者" />
|
||||
</el-form-item>
|
||||
<el-form-item label="创建时间" prop="createTime">
|
||||
<el-date-picker
|
||||
v-model="formData.createTime"
|
||||
type="date"
|
||||
value-format="x"
|
||||
placeholder="选择创建时间"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="更新者" prop="updater">
|
||||
<el-input v-model="formData.updater" placeholder="请输入更新者" />
|
||||
</el-form-item>
|
||||
<el-form-item label="更新时间" prop="updateTime">
|
||||
<el-date-picker
|
||||
v-model="formData.updateTime"
|
||||
type="date"
|
||||
value-format="x"
|
||||
placeholder="选择更新时间"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="租户编号" prop="tenantId">
|
||||
<el-input v-model="formData.tenantId" placeholder="请输入租户编号" />
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
<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 { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
|
||||
|
||||
/** CRM 跟进记录 表单 */
|
||||
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({
|
||||
id: undefined,
|
||||
bizType: undefined,
|
||||
bizId: undefined,
|
||||
type: undefined,
|
||||
content: undefined,
|
||||
nextTime: undefined,
|
||||
creator: undefined,
|
||||
createTime: undefined,
|
||||
updater: undefined,
|
||||
updateTime: undefined,
|
||||
tenantId: undefined,
|
||||
})
|
||||
const formRules = reactive({
|
||||
createTime: [{ required: true, message: '创建时间不能为空', trigger: 'blur' }],
|
||||
updateTime: [{ required: true, message: '更新时间不能为空', trigger: 'blur' }],
|
||||
tenantId: [{ required: true, message: '租户编号不能为空', trigger: 'blur' }],
|
||||
})
|
||||
const formRef = ref() // 表单 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 {
|
||||
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 = () => {
|
||||
formData.value = {
|
||||
id: undefined,
|
||||
bizType: undefined,
|
||||
bizId: undefined,
|
||||
type: undefined,
|
||||
content: undefined,
|
||||
nextTime: undefined,
|
||||
creator: undefined,
|
||||
createTime: undefined,
|
||||
updater: undefined,
|
||||
updateTime: undefined,
|
||||
tenantId: undefined,
|
||||
}
|
||||
formRef.value?.resetFields()
|
||||
}
|
||||
</script>
|
||||
|
|
@ -1,240 +0,0 @@
|
|||
<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="跟进类型" prop="type">
|
||||
<el-select
|
||||
v-model="queryParams.type"
|
||||
placeholder="请选择跟进类型"
|
||||
clearable
|
||||
class="!w-240px"
|
||||
>
|
||||
<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-form-item label="下次联系时间" prop="nextTime">
|
||||
<el-date-picker
|
||||
v-model="queryParams.nextTime"
|
||||
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 label="关联的联系人编号数组" prop="contactIds">
|
||||
<el-input
|
||||
v-model="queryParams.contactIds"
|
||||
placeholder="请输入关联的联系人编号数组"
|
||||
clearable
|
||||
@keyup.enter="handleQuery"
|
||||
class="!w-240px"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="创建者" prop="creator">
|
||||
<el-input
|
||||
v-model="queryParams.creator"
|
||||
placeholder="请输入创建者"
|
||||
clearable
|
||||
@keyup.enter="handleQuery"
|
||||
class="!w-240px"
|
||||
/>
|
||||
</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:follow-up-record:create']"
|
||||
>
|
||||
<Icon icon="ep:plus" class="mr-5px" /> 新增
|
||||
</el-button>
|
||||
<el-button
|
||||
type="success"
|
||||
plain
|
||||
@click="handleExport"
|
||||
:loading="exportLoading"
|
||||
v-hasPermi="['crm:follow-up-record: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="编号" align="center" prop="id" />
|
||||
<el-table-column label="客户名称" align="center" prop="customer.name" />
|
||||
<el-table-column label="跟进类型" align="center" 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 label="跟进内容" align="center" prop="content" />
|
||||
<el-table-column
|
||||
label="下次联系时间"
|
||||
align="center"
|
||||
prop="nextTime"
|
||||
:formatter="dateFormatter"
|
||||
width="180px"
|
||||
/>
|
||||
<el-table-column label="创建者" align="center" prop="creator" />
|
||||
<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:follow-up-record:update']"
|
||||
>
|
||||
编辑
|
||||
</el-button>
|
||||
<el-button
|
||||
link
|
||||
type="danger"
|
||||
@click="handleDelete(scope.row.id)"
|
||||
v-hasPermi="['crm:follow-up-record: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 -->
|
||||
<FollowUpRecordForm 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 { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
|
||||
import FollowUpRecordForm from '../followup/FollowUpRecordForm.vue'
|
||||
|
||||
/** CRM 跟进记录 列表 */
|
||||
defineOptions({ name: 'FollowUpRecord' })
|
||||
|
||||
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,
|
||||
type: undefined,
|
||||
nextTime: [],
|
||||
contactIds: undefined,
|
||||
creator: 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 FollowUpRecordApi.getFollowUpRecordPage(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 FollowUpRecordApi.deleteFollowUpRecord(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 FollowUpRecordApi.exportFollowUpRecord(queryParams)
|
||||
download.excel(data, 'CRM 跟进记录.xls')
|
||||
} catch {
|
||||
} finally {
|
||||
exportLoading.value = false
|
||||
}
|
||||
}
|
||||
|
||||
/** 初始化 **/
|
||||
onMounted(() => {
|
||||
getList()
|
||||
})
|
||||
</script>
|
||||
Loading…
Reference in New Issue