📖 CRM：线索的转化逻辑

(cherry picked from commit 0ae6139e92)
2024-02-19 20:40:37 +08:00 · 2024-02-19 20:40:37 +08:00 · 9ddf89b570
parent ade44f18e1
commit 9ddf89b570
10 changed files with 309 additions and 11 deletions
--- a/src/api/crm/clue/index.ts
+++ b/src/api/crm/clue/index.ts
@ -20,11 +20,16 @@ export interface ClueVO {
  wechat: string // wechat
  email: string // email
  areaId: number // 所在地
+  areaName?: string // 所在地名称
  detailAddress: string // 详细地址
  industryId: number // 所属行业
  level: number // 客户等级
  source: number // 客户来源
  remark: string // 备注
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
 }

 // 查询线索列表
@ -61,3 +66,8 @@ export const exportClue = async (params) => {
 export const transferClue = async (data: TransferReqVO) => {
  return await request.put({ url: '/crm/clue/transfer', data })
 }
+
+// 线索转化为客户
+export const transformClue = async (ids: number[]) => {
+  return await request.put({ url: '/crm/clue/transform?ids=' + ids.join(',') })
+}
--- a/src/api/crm/permission/index.ts
+++ b/src/api/crm/permission/index.ts
@ -19,7 +19,7 @@ export interface PermissionVO {
 * @author HUIHUI
 */
 export enum BizTypeEnum {
-  CRM_LEADS = 1, // 线索
+  CRM_CLUE = 1, // 线索
  CRM_CUSTOMER = 2, // 客户
  CRM_CONTACT = 3, // 联系人
  CRM_BUSINESS = 4, // 商机
--- a/src/router/modules/remaining.ts
+++ b/src/router/modules/remaining.ts
@ -496,6 +496,17 @@ const remainingRouter: AppRouteRecordRaw[] = [
    name: 'CrmCenter',
    meta: { hidden: true },
    children: [
+      {
+        path: 'clue/detail/:id',
+        name: 'CrmClueDetail',
+        meta: {
+          title: '线索详情',
+          noCache: true,
+          hidden: true,
+          activeMenu: '/crm/clue'
+        },
+        component: () => import('@/views/crm/clue/detail/index.vue')
+      },
      {
        path: 'customer/detail/:id',
        name: 'CrmCustomerDetail',
--- a/src/views/crm/clue/ClueForm.vue
+++ b/src/views/crm/clue/ClueForm.vue
@ -128,12 +128,12 @@
            />
          </el-form-item>
        </el-col>
+        <el-col :span="12">
+          <el-form-item label="备注" prop="remark">
+            <el-input type="textarea" v-model="formData.remark" placeholder="请输入备注" />
+          </el-form-item>
+        </el-col>
      </el-row>
-      <el-col :span="24">
-        <el-form-item label="备注" prop="remark">
-          <el-input v-model="formData.remark" placeholder="请输入备注" />
-        </el-form-item>
-      </el-col>
    </el-form>
    <template #footer>
      <el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
--- a/src/views/crm/clue/detail/ClueDetailsHeader.vue
+++ b/src/views/crm/clue/detail/ClueDetailsHeader.vue
@ -0,0 +1,43 @@
+<template>
+  <div v-loading="loading">
+    <div class="flex items-start justify-between">
+      <div>
+        <!-- 左上：线索基本信息 -->
+        <el-col>
+          <el-row>
+            <span class="text-xl font-bold">{{ clue.name }}</span>
+          </el-row>
+        </el-col>
+      </div>
+      <div>
+        <!-- 右上：按钮 -->
+        <slot></slot>
+      </div>
+    </div>
+  </div>
+  <ContentWrap class="mt-10px">
+    <el-descriptions :column="5" direction="vertical">
+      <el-descriptions-item label="线索来源">
+        <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="clue.source" />
+      </el-descriptions-item>
+      <el-descriptions-item label="手机"> {{ clue.mobile }} </el-descriptions-item>
+      <el-descriptions-item label="负责人">
+        {{ clue.ownerUserName }}
+      </el-descriptions-item>
+      <el-descriptions-item label="创建时间">
+        {{ formatDate(clue.createTime) }}
+      </el-descriptions-item>
+    </el-descriptions>
+  </ContentWrap>
+</template>
+<script lang="ts" setup>
+import { DICT_TYPE } from '@/utils/dict'
+import * as ClueApi from '@/api/crm/clue'
+import { formatDate } from '@/utils/formatTime'
+
+defineOptions({ name: 'ClueDetailsHeader' })
+defineProps<{
+  clue: ClueApi.ClueVO // 线索信息
+  loading: boolean // 加载中
+}>()
+</script>
--- a/src/views/crm/clue/detail/ClueDetailsInfo.vue
+++ b/src/views/crm/clue/detail/ClueDetailsInfo.vue
@ -0,0 +1,72 @@
+<template>
+  <ContentWrap>
+    <el-collapse v-model="activeNames" class="">
+      <el-collapse-item name="basicInfo">
+        <template #title>
+          <span class="text-base font-bold">基本信息</span>
+        </template>
+        <el-descriptions :column="4">
+          <el-descriptions-item label="线索名称">
+            {{ clue.name }}
+          </el-descriptions-item>
+          <el-descriptions-item label="客户来源">
+            <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="clue.source" />
+          </el-descriptions-item>
+          <el-descriptions-item label="手机">{{ clue.mobile }}</el-descriptions-item>
+          <el-descriptions-item label="电话">{{ clue.telephone }}</el-descriptions-item>
+          <el-descriptions-item label="邮箱">{{ clue.email }}</el-descriptions-item>
+          <el-descriptions-item label="地址">
+            {{ clue.areaName }} {{ clue.detailAddress }}
+          </el-descriptions-item>
+          <el-descriptions-item label="QQ">{{ clue.qq }}</el-descriptions-item>
+          <el-descriptions-item label="微信">{{ clue.wechat }}</el-descriptions-item>
+          <el-descriptions-item label="客户行业">
+            <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="clue.industryId" />
+          </el-descriptions-item>
+          <el-descriptions-item label="客户级别">
+            <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="clue.level" />
+          </el-descriptions-item>
+          <el-descriptions-item label="下次联系时间">
+            {{ formatDate(clue.contactNextTime) }}
+          </el-descriptions-item>
+          <el-descriptions-item label="备注">{{ clue.remark }}</el-descriptions-item>
+        </el-descriptions>
+      </el-collapse-item>
+      <el-collapse-item name="systemInfo">
+        <template #title>
+          <span class="text-base font-bold">系统信息</span>
+        </template>
+        <el-descriptions :column="4">
+          <el-descriptions-item label="负责人">{{ clue.ownerUserName }}</el-descriptions-item>
+          <el-descriptions-item label="最后跟进记录">
+            {{ clue.contactLastContent }}
+          </el-descriptions-item>
+          <el-descriptions-item label="最后跟进时间">
+            {{ formatDate(clue.contactLastTime) }}
+          </el-descriptions-item>
+          <el-descriptions-item label="">&nbsp;</el-descriptions-item>
+          <el-descriptions-item label="创建人">{{ clue.creatorName }}</el-descriptions-item>
+          <el-descriptions-item label="创建时间">
+            {{ formatDate(clue.createTime) }}
+          </el-descriptions-item>
+          <el-descriptions-item label="更新时间">
+            {{ formatDate(clue.updateTime) }}
+          </el-descriptions-item>
+        </el-descriptions>
+      </el-collapse-item>
+    </el-collapse>
+  </ContentWrap>
+</template>
+<script lang="ts" setup>
+import * as ClueApi from '@/api/crm/clue'
+import { DICT_TYPE } from '@/utils/dict'
+import { formatDate } from '@/utils/formatTime'
+
+defineOptions({ name: 'ClueDetailsInfo' })
+const { clue } = defineProps<{
+  clue: ClueApi.ClueVO // 线索明细
+}>()
+
+const activeNames = ref(['basicInfo', 'systemInfo']) // 展示的折叠面板
+</script>
+<style lang="scss" scoped></style>
--- a/src/views/crm/clue/detail/index.vue
+++ b/src/views/crm/clue/detail/index.vue
@ -0,0 +1,130 @@
+<template>
+  <ClueDetailsHeader :clue="clue" :loading="loading">
+    <el-button
+      v-if="permissionListRef?.validateWrite"
+      v-hasPermi="['crm:clue:update']"
+      type="primary"
+      @click="openForm"
+    >
+      编辑
+    </el-button>
+    <el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transfer">
+      转移
+    </el-button>
+    <el-button
+      v-if="permissionListRef?.validateOwnerUser && !clue.transformStatus"
+      type="success"
+      @click="handleTransform"
+    >
+      转化为客户
+    </el-button>
+    <el-button type="success" disabled>已转化客户</el-button>
+  </ClueDetailsHeader>
+  <el-col>
+    <el-tabs>
+      <el-tab-pane label="跟进记录">
+        <FollowUpList :biz-id="clueId" :biz-type="BizTypeEnum.CRM_CLUE" />
+      </el-tab-pane>
+      <el-tab-pane label="基本信息">
+        <ClueDetailsInfo :clue="clue" />
+      </el-tab-pane>
+      <el-tab-pane label="团队成员">
+        <PermissionList
+          ref="permissionListRef"
+          :biz-id="clue.id!"
+          :biz-type="BizTypeEnum.CRM_CLUE"
+          :show-action="!permissionListRef?.isPool || false"
+          @quit-team="close"
+        />
+      </el-tab-pane>
+      <el-tab-pane label="操作日志">
+        <OperateLogV2 :log-list="logList" />
+      </el-tab-pane>
+    </el-tabs>
+  </el-col>
+
+  <!-- 表单弹窗：添加/修改 -->
+  <ClueForm ref="formRef" @success="getClue" />
+  <CrmTransferForm ref="transferFormRef" @success="close" />
+</template>
+<script lang="ts" setup>
+import { useTagsViewStore } from '@/store/modules/tagsView'
+import * as ClueApi from '@/api/crm/clue'
+import ClueForm from '@/views/crm/clue/ClueForm.vue'
+import ClueDetailsHeader from './ClueDetailsHeader.vue' // 线索明细 - 头部
+import ClueDetailsInfo from './ClueDetailsInfo.vue' // 线索明细 - 详细信息
+import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
+import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
+import FollowUpList from '@/views/crm/followup/index.vue'
+import { BizTypeEnum } from '@/api/crm/permission'
+import type { OperateLogV2VO } from '@/api/system/operatelog'
+import { getOperateLogPage } from '@/api/crm/operateLog'
+
+defineOptions({ name: 'CrmClueDetail' })
+
+const clueId = ref(0) // 线索编号
+const loading = ref(true) // 加载中
+const message = useMessage() // 消息弹窗
+const { delView } = useTagsViewStore() // 视图操作
+const { currentRoute } = useRouter() // 路由
+
+const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
+
+/** 获取详情 */
+const clue = ref<ClueApi.ClueVO>({} as ClueApi.ClueVO) // 线索详情
+const getClue = async () => {
+  loading.value = true
+  try {
+    clue.value = await ClueApi.getClue(clueId.value)
+    await getOperateLog()
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 编辑线索 */
+const formRef = ref<InstanceType<typeof ClueForm>>() // 线索表单 Ref
+const openForm = () => {
+  formRef.value?.open('update', clueId.value)
+}
+
+/** 线索转移 */
+const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 线索转移表单 ref
+const transfer = () => {
+  transferFormRef.value?.open('线索转移', clueId.value, ClueApi.transferClue)
+}
+
+/** 转化为客户 */
+const handleTransform = async () => {
+  await message.confirm(`确定将【${clue.value.name}】转化为客户吗？`)
+  await ClueApi.transformClue([clueId.value])
+  message.success(`转化客户【${clue.value.name}】成功`)
+  await getClue()
+}
+
+/** 获取操作日志 */
+const logList = ref<OperateLogV2VO[]>([]) // 操作日志列表
+const getOperateLog = async () => {
+  const data = await getOperateLogPage({
+    bizType: BizTypeEnum.CRM_CLUE,
+    bizId: clueId.value
+  })
+  logList.value = data.list
+}
+
+const close = () => {
+  delView(unref(currentRoute))
+}
+
+/** 初始化 */
+const { params } = useRoute()
+onMounted(() => {
+  if (!params.id) {
+    message.warning('参数错误，线索不能为空！')
+    close()
+    return
+  }
+  clueId.value = params.id as unknown as number
+  getClue()
+})
+</script>
--- a/src/views/crm/clue/index.vue
+++ b/src/views/crm/clue/index.vue
@ -17,6 +17,12 @@
          class="!w-240px"
        />
      </el-form-item>
+      <el-form-item label="转化状态" prop="transformStatus">
+        <el-select v-model="queryParams.transformStatus" class="!w-240px">
+          <el-option :value="false" label="未转化" />
+          <el-option :value="true" label="已转化" />
+        </el-select>
+      </el-form-item>
      <el-form-item label="手机号" prop="mobile">
        <el-input
          v-model="queryParams.mobile"
@ -56,9 +62,19 @@

  <!-- 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" :stripe="true" :show-overflow-tooltip="true">
-      <!-- TODO 芋艿：打开详情 -->
-      <el-table-column label="线索名称" align="center" prop="name" fixed="left" width="120" />
+      <el-table-column label="线索名称" align="center" prop="name" fixed="left" width="120">
+        <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 label="线索来源" align="center" prop="source" width="100">
        <template #default="scope">
          <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
@ -146,11 +162,12 @@
 </template>

 <script setup lang="ts">
-import { DICT_TYPE, getBoolDictOptions } from '@/utils/dict'
+import { DICT_TYPE } from '@/utils/dict'
 import { dateFormatter } from '@/utils/formatTime'
 import download from '@/utils/download'
 import * as ClueApi from '@/api/crm/clue'
 import ClueForm from './ClueForm.vue'
+import { TabsPaneContext } from 'element-plus'

 defineOptions({ name: 'CrmClue' })

@ -163,12 +180,15 @@ 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,
  telephone: null,
-  mobile: null
+  mobile: null,
+  transformStatus: false
 })
 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

 /** 查询列表 */
 const getList = async () => {
@ -194,6 +214,18 @@ const resetQuery = () => {
  handleQuery()
 }

+/** tab 切换 */
+const handleTabClick = (tab: TabsPaneContext) => {
+  queryParams.sceneType = tab.paneName
+  handleQuery()
+}
+
+/** 打开线索详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmClueDetail', params: { id } })
+}
+
 /** 添加/修改操作 */
 const formRef = ref()
 const openForm = (type: string, id?: number) => {
--- a/src/views/crm/customer/detail/index.vue
+++ b/src/views/crm/customer/detail/index.vue
@ -67,7 +67,6 @@
      <el-tab-pane label="操作日志">
        <OperateLogV2 :log-list="logList" />
      </el-tab-pane>
-      <el-tab-pane label="回访" lazy>TODO 待开发</el-tab-pane>
    </el-tabs>
  </el-col>

--- a/src/views/crm/followup/index.vue
+++ b/src/views/crm/followup/index.vue
@ -11,6 +11,7 @@
  <ContentWrap>
    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
      <el-table-column align="center" label="编号" prop="id" />
+      <!-- TODO @puhui999：展示不出来 -->
      <el-table-column align="center" label="跟进人" prop="creatorName" />
      <el-table-column align="center" label="跟进类型" prop="type">
        <template #default="scope">