crm 添加合同模式 添加合同状态 客户签约方

src/api/crm/contact/index.ts

@@ -4,8 +4,11 @@ import { TransferReqVO } from '@/api/crm/permission'
 export interface ContactVO {
   id: number // 编号
   name: string // 联系人名称
-  customerId: number // 客户编号
+  customerId: number[] // 客户编号
-  customerName?: string // 客户名称
+  customer?: {
+    id: number // 客户编号
+    name: string // 客户名称
+  }
   contactLastTime: Date // 最后跟进时间
   contactLastContent: string // 最后跟进内容
   contactNextTime: Date // 下次联系时间

src/api/crm/contract/index.ts

@@ -5,8 +5,12 @@ export interface ContractVO {
   id: number
   name: string
   no: string
-  customerId: number
+  customerId: number[]
-  customerName?: string
+  customer?:{
+    id: number
+    name: string
+  }
+
   businessId: number
   businessName: string
   contactLastTime: Date
@@ -14,6 +18,9 @@ export interface ContractVO {
   ownerUserName?: string
   ownerUserDeptName?: string
   processInstanceId: number
+  contractStatus: number
+  contractType: number
+  contractAttribute: number
   auditStatus: number
   orderDate: Date
   startTime: Date

src/utils/dict.ts

@@ -214,6 +214,10 @@ export enum DICT_TYPE {
   CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type', // CRM 跟进方式
   CRM_STATION_SITE_STATUS = 'crm_station_site_status', // CRM 场地状态
   CRM_STATION_SITE_TYPE = 'crm_station_site_type', // CRM 场地类型
+  CRM_CONTRACT_TYPE = 'crm_contract_type', // CRM 合同类型
+  CRM_CONTRACT_STATUS = 'crm_contract_status', // CRM 合同状态
+  CRM_CONTRACT_ATTRIBUTE = 'crm_contract_attribute', // CRM 合同属性
+
 
   // ========== ERP - 企业资源计划模块  ==========
   ERP_AUDIT_STATUS = 'erp_audit_status', // ERP 审批状态

src/views/crm/contract/ContractForm.vue

@@ -8,10 +8,46 @@
       label-width="120px"
     >
       <el-row>
-        <el-col :span="8">
+        <!-- <el-col :span="8">
           <el-form-item label="合同编号" prop="no">
             <el-input disabled v-model="formData.no" placeholder="保存时自动生成" />
           </el-form-item>
+        </el-col> -->
+        <el-col :span="8">
+          <el-form-item label="客户签约方 " prop="customerId">
+            <el-select
+              v-model="formData.customerId"
+              placeholder="请选择客户签约方 "
+              class="w-1/1"
+              @change="handleCustomerChange"
+              :multiple-limit="3"
+              filterable
+              clearable
+              multiple
+            >
+              <el-option
+                v-for="item in customerList"
+                :key="item.id"
+                :label="item.name"
+                :value="item.id"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="公司签约方主体" prop="deptId">
+            <el-select
+              v-model="formData.deptId"
+              class="w-1/1"
+            >
+              <el-option
+                v-for="item in deptList"
+                :key="item.id"
+                :label="item.name"
+                :value="item.id"
+              />
+            </el-select>
+          </el-form-item>
         </el-col>
         <el-col :span="8">
           <el-form-item label="合同名称" prop="name">
@@ -37,29 +73,49 @@
       </el-row>
       <el-row>
         <el-col :span="8">
-          <el-form-item label="客户名称" prop="customerId">
+          <el-form-item label="合同状态" prop="contractStatus">
-            <el-select
+            <el-select v-model="formData.contractStatus" placeholder="请选择合同状态" class="w-1/1">
-              v-model="formData.customerId"
-              placeholder="请选择客户"
-              class="w-1/1"
-              @change="handleCustomerChange"
-            >
               <el-option
-                v-for="item in customerList"
+                v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CONTRACT_STATUS)"
-                :key="item.id"
+                :key="dict.value"
-                :label="item.name"
+                :label="dict.label"
-                :value="item.id"
+                :value="dict.value"
               />
             </el-select>
           </el-form-item>
         </el-col>
+        <el-col :span="8">
+          <el-form-item label="合同类型" prop="contractType">
+            <el-select v-model="formData.contractType" placeholder="请选择合同类型" class="w-1/1">
+              <el-option
+                v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CONTRACT_TYPE)"
+                :key="dict.value"
+                :label="dict.label"
+                :value="dict.value"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="合同属性" prop="contractAttribute">
+            <el-select v-model="formData.contractAttribute" placeholder="请选择合同属性" class="w-1/1">
+              <el-option
+                v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CONTRACT_ATTRIBUTE)"
+                :key="dict.value"
+                :label="dict.label"
+                :value="dict.value"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>  
       </el-row>
+
       <el-row>
         <el-col :span="8">
-          <el-form-item label="下单日期" prop="orderDate">
+          <el-form-item label="签订日期" prop="orderDate">
             <el-date-picker
               v-model="formData.orderDate"
-              placeholder="选择下单日期"
+              placeholder="选择签订日期"
               type="date"
               value-format="x"
               class="!w-1/1"
@@ -90,34 +146,7 @@
         </el-col>
       </el-row>
       <el-row>
-        <el-col :span="8">
+  
-          <el-form-item label="公司签约人" prop="signUserId">
-            <el-select v-model="formData.signUserId" class="w-1/1">
-              <el-option
-                v-for="item in userOptions"
-                :key="item.id"
-                :label="item.nickname"
-                :value="item.id!"
-              />
-            </el-select>
-          </el-form-item>
-        </el-col>
-        <el-col :span="8">
-          <el-form-item label="客户签约人" prop="signContactId">
-            <el-select
-              v-model="formData.signContactId"
-              :disabled="!formData.customerId"
-              class="w-1/1"
-            >
-              <el-option
-                v-for="item in getContactOptions"
-                :key="item.id"
-                :label="item.name"
-                :value="item.id"
-              />
-            </el-select>
-          </el-form-item>
-        </el-col>
         <el-col :span="8">
           <el-form-item label="备注" prop="remark">
             <el-input v-model="formData.remark" placeholder="请输入备注" type="textarea" />
@@ -185,6 +214,8 @@ import * as BusinessApi from '@/api/crm/business'
 import { erpPriceMultiply, erpPriceInputFormatter } from '@/utils'
 import { useUserStore } from '@/store/modules/user'
 import ContractProductForm from '@/views/crm/contract/components/ContractProductForm.vue'
+import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
+import * as DeptApi from '@/api/system/dept'
 
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
@@ -197,7 +228,10 @@ const formData = ref({
   id: undefined,
   no: undefined,
   name: undefined,
-  customerId: undefined,
+  customerId: [],
+  contractStatus: undefined,
+  contractType: undefined,
+  contractAttribute: undefined,
   businessId: undefined,
   orderDate: undefined,
   startTime: undefined,
@@ -205,6 +239,7 @@ const formData = ref({
   signUserId: undefined,
   signContactId: undefined,
   ownerUserId: undefined,
+  deptId: undefined,
   discountPercent: 0,
   totalProductPrice: undefined,
   remark: undefined,
@@ -214,13 +249,17 @@ const formRules = reactive({
   name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }],
   customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
   orderDate: [{ required: true, message: '下单日期不能为空', trigger: 'blur' }],
-  ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }]
+  ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }],
+  contractStatus: [{ required: true, message: '合同状态不能为空', trigger: 'blur' }],
+  contractType: [{ required: true, message: '合同类型不能为空', trigger: 'blur' }],
+  contractAttribute: [{ required: true, message: '合同属性不能为空', trigger: 'blur' }]
 })
 const formRef = ref() // 表单 Ref
 const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
 const customerList = ref([]) // 客户列表的数据
 const businessList = ref<BusinessApi.BusinessVO[]>([])
 const contactList = ref<ContactApi.ContactVO[]>([])
+const deptList = ref<DeptApi.DeptVO[]>([])
 
 /** 子表的表单 */
 const subTabsName = ref('product')
@@ -271,6 +310,8 @@ const open = async (type: string, id?: number) => {
   }
   // 获取联系人
   contactList.value = await ContactApi.getSimpleContactList()
+  // 加载部门列表
+  deptList.value = await DeptApi.getSimpleDeptList()
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗
 
@@ -307,7 +348,10 @@ const resetForm = () => {
     id: undefined,
     no: undefined,
     name: undefined,
-    customerId: undefined,
+    customerId: [],
+    contractStatus: undefined,
+    contractType: undefined,
+    contractAttribute: undefined,
     businessId: undefined,
     orderDate: undefined,
     startTime: undefined,
@@ -315,6 +359,7 @@ const resetForm = () => {
     signUserId: undefined,
     signContactId: undefined,
     ownerUserId: undefined,
+    deptId: undefined,
     discountPercent: 0,
     totalProductPrice: undefined,
     remark: undefined,

src/views/crm/contract/detail/ContractDetailsHeader.vue

@@ -16,21 +16,48 @@
     </div>
   </div>
   <ContentWrap class="mt-10px">
-    <el-descriptions :column="5" direction="vertical">
+    <el-descriptions :column="3">
-      <el-descriptions-item label="客户名称">
+      <!-- <el-descriptions-item label="合同编号">{{ contract.no }}</el-descriptions-item> -->
-        {{ contract.customerName }}
+      <el-descriptions-item label="合同名称">{{ contract.name }}</el-descriptions-item>
+      <el-descriptions-item label="客户签约方">
+          <div>
+            <template v-if="Array.isArray(contract.customer)">
+              
+              <span v-for="(c, idx) in contract.customer" :key="c.id">
+                {{ c.name }}<span v-if="idx < contract.customer.length - 1"><br /> </span>
+              </span>
+            </template>
+            <template v-else>
+              {{ contract.customer?.name || '' }}
+            </template>
+          </div>
+      </el-descriptions-item>
+      <el-descriptions-item label="责任人">
+        {{ contract.ownerUserName }}
       </el-descriptions-item>
       <el-descriptions-item label="合同金额（元）">
         {{ erpPriceInputFormatter(contract.totalPrice) }}
       </el-descriptions-item>
-      <el-descriptions-item label="下单时间">
+      <el-descriptions-item label="签订时间">
-        {{ formatDate(contract.orderDate) }}
+        {{ formatDate(contract.orderDate, 'YYYY-MM-DD') }}
+      </el-descriptions-item>
+      <el-descriptions-item label="合同开始时间">
+        {{ formatDate(contract.startTime, 'YYYY-MM-DD') }}
+      </el-descriptions-item>
+      <el-descriptions-item label="合同结束时间">
+        {{ formatDate(contract.endTime, 'YYYY-MM-DD') }}
+      </el-descriptions-item>
+      <el-descriptions-item label="合同状态">
+        <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="contract.auditStatus" />
+      </el-descriptions-item>
+      <el-descriptions-item label="合同金额（元）">
+        {{ erpPriceInputFormatter(contract.totalPrice) }}
       </el-descriptions-item>
       <el-descriptions-item label="付款金额（元）">
         {{ erpPriceInputFormatter(contract.totalReceivablePrice) }}
       </el-descriptions-item>
-      <el-descriptions-item label="负责人">
+      <el-descriptions-item label="备注">
-        {{ contract.ownerUserName }}
+        {{ contract.remark }}
       </el-descriptions-item>
     </el-descriptions>
   </ContentWrap>
@@ -38,6 +65,7 @@
 <script lang="ts" setup>
 import * as ContractApi from '@/api/crm/contract'
 import { formatDate } from '@/utils/formatTime'
+import { DICT_TYPE } from '@/utils/dict'
 import { erpPriceInputFormatter } from '@/utils'
 
 defineOptions({ name: 'ContractDetailsHeader' })

src/views/crm/contract/detail/index.vue

@@ -10,25 +10,19 @@
   </ContractDetailsHeader>
   <el-col>
     <el-tabs>
-      <el-tab-pane label="跟进记录">
-        <FollowUpList :biz-id="contract.id" :biz-type="BizTypeEnum.CRM_CONTRACT" />
-      </el-tab-pane>
-      <el-tab-pane label="基本信息">
-        <ContractDetailsInfo :contract="contract" />
-      </el-tab-pane>
       <el-tab-pane label="产品">
         <ContractProductList :contract="contract" />
       </el-tab-pane>
       <el-tab-pane label="付款">
         <ReceivablePlanList
           :contract-id="contract.id!"
-          :customer-id="contract.customerId"
+          :customer-id="Array.isArray(contract.customerId) ? contract.customerId[0] : contract.customerId"
           @create-receivable="createReceivable"
         />
         <ReceivableList
           ref="receivableListRef"
           :contract-id="contract.id!"
-          :customer-id="contract.customerId"
+          :customer-id="Array.isArray(contract.customerId) ? contract.customerId[0] : contract.customerId"
         />
       </el-tab-pane>
       <el-tab-pane label="团队成员">

src/views/crm/contract/index.vue

@@ -76,13 +76,8 @@
 
   <!-- 列表 -->
   <ContentWrap>
-    <el-tabs v-model="activeName" @tab-click="handleTabClick">
-      <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" fixed="left" label="合同编号" prop="no" width="180" />
+      <!-- <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="180" /> -->
       <el-table-column align="center" fixed="left" label="合同名称" prop="name" width="160">
         <template #default="scope">
           <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
@@ -90,77 +85,48 @@
           </el-link>
         </template>
       </el-table-column>
-      <el-table-column align="center" label="客户名称" prop="customerName" width="120">
+      <el-table-column align="center" label="客户签约方" prop="customer.id" width="350">
         <template #default="scope">
+          
           <el-link
             :underline="false"
             type="primary"
-            @click="openCustomerDetail(scope.row.customerId)"
+            @click="openCustomerDetail(scope.row.customer[0].id)"
           >
-            {{ scope.row.customerName }}
+            {{ scope.row.customer[0].name }}
           </el-link>
         </template>
       </el-table-column>
-      <el-table-column align="center" label="商机名称" prop="businessName" width="130">
+      <el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="160" />
-        <template #default="scope">
+      <!-- <el-table-column
-          <el-link
-            :underline="false"
-            type="primary"
-            @click="openBusinessDetail(scope.row.businessId)"
-          >
-            {{ scope.row.businessName }}
-          </el-link>
-        </template>
-      </el-table-column>
-      <el-table-column
         align="center"
         label="合同金额（元）"
         prop="totalPrice"
         width="140"
         :formatter="erpPriceTableColumnFormatter"
-      />
+      /> -->
-      <el-table-column
-        align="center"
-        label="下单时间"
-        prop="orderDate"
-        width="120"
-        :formatter="dateFormatter2"
-      />
       <el-table-column
         align="center"
         label="合同开始时间"
         prop="startTime"
-        width="120"
+        width="160"
         :formatter="dateFormatter2"
       />
       <el-table-column
         align="center"
         label="合同结束时间"
         prop="endTime"
-        width="120"
+        width="160"
         :formatter="dateFormatter2"
       />
-      <el-table-column align="center" label="客户签约人" prop="contactName" width="130">
-        <template #default="scope">
-          <el-link
-            :underline="false"
-            type="primary"
-            @click="openContactDetail(scope.row.signContactId)"
-          >
-            {{ scope.row.signContactName }}
-          </el-link>
-        </template>
-      </el-table-column>
-      <el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
-      <el-table-column align="center" label="备注" prop="remark" width="200" />
       <el-table-column
         align="center"
-        label="已付款金额（元）"
+        label="已付款金额（万元）"
         prop="totalReceivablePrice"
-        width="140"
+        width="160"
         :formatter="erpPriceTableColumnFormatter"
       />
-      <el-table-column
+      <!-- <el-table-column
         align="center"
         label="未付款金额（元）"
         prop="totalReceivablePrice"
@@ -170,37 +136,20 @@
         <template #default="scope">
           {{ erpPriceInputFormatter(scope.row.totalPrice - scope.row.totalReceivablePrice) }}
         </template>
-      </el-table-column>
+      </el-table-column> -->
-      <el-table-column
+      <el-table-column align="center" label="责任人" prop="ownerUserName" width="160" />
-        :formatter="dateFormatter"
+     
-        align="center"
+      <el-table-column align="center" fixed="right" label="合同状态" prop="contractStatus" width="160">
-        label="最后跟进时间"
-        prop="contactLastTime"
-        width="180px"
-      />
-      <el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
-      <el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
-      <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="创建人" prop="creatorName" width="120" />
-      <el-table-column align="center" fixed="right" label="合同状态" prop="auditStatus" width="120">
         <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
+          <dict-tag :type="DICT_TYPE.CRM_CONTRACT_STATUS" :value="scope.row.contractStatus" />
         </template>
       </el-table-column>
-      <el-table-column fixed="right" label="操作" width="250">
+      <el-table-column align="center" fixed="right" label="合同类型" prop="contractType" width="160">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_CONTRACT_TYPE" :value="scope.row.contractType" />
+        </template>
+      </el-table-column>
+      <el-table-column align="center"  fixed="right" label="操作" min-width="250">
         <template #default="scope">
           <el-button
             v-if="scope.row.auditStatus === 0"
@@ -229,14 +178,6 @@
           >
             查看审批
           </el-button>
-          <el-button
-            v-hasPermi="['crm:contract:query']"
-            link
-            type="primary"
-            @click="openDetail(scope.row.id)"
-          >
-            详情
-          </el-button>
           <el-button
             v-hasPermi="['crm:contract:delete']"
             link
@@ -281,7 +222,6 @@ const list = ref([]) // 列表的数据
 const queryParams = reactive({
   pageNo: 1,
   pageSize: 10,
-  sceneType: '1', // 默认和 activeName 相等
   name: null,
   customerId: null,
   orderDate: [],
@@ -289,14 +229,8 @@ const queryParams = reactive({
 })
 const queryFormRef = ref() // 搜索的表单
 const exportLoading = ref(false) // 导出的加载中
-const activeName = ref('1') // 列表 tab
 const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
 
-/** tab 切换 */
-const handleTabClick = (tab: TabsPaneContext) => {
-  queryParams.sceneType = tab.paneName
-  handleQuery()
-}
 
 /** 查询列表 */
 const getList = async () => {

src/views/crm/followup/components/FollowUpList.vue

@@ -6,7 +6,6 @@
       <el-select
         v-model="queryParams.creator"
         filterable
-        remote
         clearable
         placeholder="请选择"
         style="width: 150px"