crm 报价 商机 合同 三块整改

src/api/crm/customer/index.ts

@@ -29,6 +29,57 @@ export interface CustomerVO {
   creatorName?: string // 创建人名称
   createTime: Date // 创建时间
   updateTime: Date // 更新时间
+
+
+  cooperationType?: number // 合作类型
+  cooperationArea?: number // 合作地区
+  leadSource?: number // 线索来源
+  customerStatus?: number // 客户状态
+  dataType?: number // 是否为公海数据
+  serviceStatus?: string // 经营状态
+  developer?: number // 商务拓展人
+  contractor?: number // 商务签约人
+  clueDeveloper?: number // 线索拓展人
+  maintainer?: number // 售后维护人
+  assist?: number // 协助人
+  customerOwner?: number // 客户归属人
+  website?: string // 网站
+  contactAddress?: string // 通讯地址
+  customerDetails?: string // 客户详情
+  rejectionReason?: string // 客户退回原因
+  claim?: number // 是否领取
+  claimTime?: Date // 领取时间
+  startDate?: string // 成立日期
+  registerCapital?: string // 注册资本
+  legalPersonName?: string // 法定代表人
+  actualCapital?: string // 实缴注册资本
+  registerCapitalCurrency?: string // 注册资本币种
+  bankName?: string // 开户行名称
+  bankAccount?: string // 银行账号
+  taxQualification?: string // 纳税人资质
+  socialEmployeeNum?: string // 参保人数
+  creditNo?: string // 社会统一信用代码
+  businessTerm?: string // 营业期限
+  belongOrg?: string // 登记机关
+  regType?: string // 公司类型
+  actualCharacters?: string // 实缴字符数
+  registerNo?: string // 工商注册号
+  registeredAddress?: string // 注册地址
+  businessScope?: string // 经营范围
+  partnerTotal?: string // 股东数量
+  changeRecordDataTotal?: string // 变更数量
+  employeeDataTotal?: string // 董事会成员数量
+  attention?: number // 是否关注（1关注，0不关注）
+  creditAmount?: number // 授信额度
+  accountPeriod?: number // 账期（天）
+  creditGrantingMethod?: number // 授信方式
+  creditCalculationCycle?: number // 授信计算周期
+  equityPledge?: number // 股权出质
+  judgmentRecord?: number // 被执行记录
+  defendantRecord?: number // 被告记录
+  dishonestyRecord?: number // 失信记录
+  abnormalService?: number // 经营异常
+  financeRecord?: number // 融资记录
 }
 
 // 查询客户列表

src/views/crm/contract/ContractChange.vue

@@ -77,7 +77,7 @@
               <el-radio :value="2">授权人</el-radio>
               <el-radio :value="3">延期</el-radio>
               <el-radio :value="4">终止</el-radio>
-              <el-radio :value="5">甲方关联单位</el-radio>
+              <el-radio :value="5">关联</el-radio>
               <el-radio :value="6">重签</el-radio>
             </el-radio-group>
           </el-form-item>
@@ -304,14 +304,33 @@ if(contractFormRef.value) {
     }
     let dataFormList = proChangeObj[formData.value.changeItem].value.getData()
     data[proChangeObj[formData.value.changeItem]] = dataFormList
-    if(formData.value.changeItem == 2) {
+    if(formData.value.changeItem == 1) {
+      data.changeAmount = dataFormList.changeAmount
+      data.changeAmountDeadline = dataFormList.changeAmountDeadline
+    } else if(formData.value.changeItem == 2) {
       let ids = []
       dataFormList.map(item => {
         ids.push(item.id)
       })
       data.afterAuthorizerId = ids.join(',')
+    } else if(formData.value.changeItem == 3) {
+      data.agreementDeadline = dataFormList.agreementDeadline
+      data.extensionYears = dataFormList.extensionYears
+      data.extensionDate = dataFormList.extensionDate
+      data.note = dataFormList.note
+    } else if(formData.value.changeItem == 4) {
+      data.terminationDate = dataFormList.terminationDate
+      data.terminationReason = dataFormList.terminationReason
+      data.note = dataFormList.note
+    } else if(formData.value.changeItem == 5) {
+      let ids = []
+      dataFormList.map(item => {
+        ids.push(item.id)
+      })
+      data.afterAffiliateCompanyId = ids.join(',')
+    } else if(formData.value.changeItem == 6) {
+      data.newContract = data
     }
-    // data.contractAAuthorizedCompanys = limitFormRef.value.getData()
     data.contractId = data.id
     delete data.id
     await ContractApi.changeContract(data)

src/views/crm/contract/ContractForm.vue

@@ -187,13 +187,13 @@
         </el-form-item>
       </el-col> -->
       <el-col :span="8">
-        <el-form-item label="法人代表" prop="legalRepresentative">
+        <el-form-item label="法人代表" prop="legalPersonName">
-          <el-input v-model="formData.legalRepresentative" placeholder="法人代表" disabled />
+          <el-input v-model="formData.legalPersonName" placeholder="法人代表" disabled />
         </el-form-item>
       </el-col>
       <el-col :span="8">
-        <el-form-item label="统一信用代码" prop="creditCode">
+        <el-form-item label="统一信用代码" prop="creditNo">
-          <el-input v-model="formData.creditCode" placeholder="统一信用代码" disabled />
+          <el-input v-model="formData.creditNo" placeholder="统一信用代码" disabled />
         </el-form-item>
       </el-col>
       <el-col :span="8">
@@ -222,8 +222,8 @@
         </el-form-item>
       </el-col>
       <el-col :span="8">
-        <el-form-item label="通讯地址" prop="listingStatus">
+        <el-form-item label="注册地址" prop="registeredAddress">
-          <el-input v-model="formData.partAddress" placeholder="通讯地址" disabled />
+          <el-input v-model="formData.registeredAddress" placeholder="注册地址" disabled />
         </el-form-item>
       </el-col>
       <el-col :span="24">
@@ -254,19 +254,19 @@
         </el-form-item>
       </el-col>
       <el-col :span="8">
-        <el-form-item label="法人代表" prop="secPartyLegalRepresentative">
+        <el-form-item label="法人代表" prop="legalRepresentative">
-          <el-input v-model="formData.secPartyLegalRepresentative" placeholder="法人代表" disabled />
+          <el-input v-model="formData.legalRepresentative" placeholder="法人代表" disabled />
         </el-form-item>
       </el-col>
       <el-col :span="8">
-        <el-form-item label="商务负责人" prop="secPartyPerson">
+        <el-form-item label="商务负责人" prop="ownerUserId">
-          <el-input v-model="formData.secPartyPerson" placeholder="商务负责人" disabled />
+          <el-input v-model="formData.ownerUserId" placeholder="商务负责人" disabled />
         </el-form-item>
       </el-col>
       <el-col :span="8">
         <el-form-item label="手机号" prop="mobile">
           <el-input
-            v-model="formData.mobile"
+            v-model="formData.ownerUserMobile"
             placeholder="手机号"
             disabled
           />
@@ -275,7 +275,7 @@
       <el-col :span="8">
         <el-form-item label="E-mail" prop="email">
           <el-input
-            v-model="formData.email"
+            v-model="formData.ownerUserEmail"
             placeholder="E-mail"
             disabled
           />
@@ -284,7 +284,7 @@
       <el-col :span="8">
         <el-form-item label="微信号" prop="wechat">
           <el-input
-            v-model="formData.wechat"
+            v-model="formData.ownerUserWechat"
             placeholder="微信号"
             disabled
           />
@@ -545,7 +545,7 @@ const formRules = reactive({
   customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
   quotationId: [{ required: true, message: '报价单编号不能为空', 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' }],
   statementDate: [{ required: true, message: '账单日不能为空', trigger: 'change' }],
   contractType: [{ required: true, message: '合同类型不能为空', trigger: 'change' }],
   penaltyRate: [{ required: true, message: '违约金比例不能为空', trigger: 'blur' }],

src/views/crm/contract/components/ContracStop.vue

@@ -10,18 +10,18 @@
         <el-col :span="8">
           <el-form-item label="终止日期" prop="terminationDate">
             <el-date-picker
-              v-model="formData.lastPayDate"
+              v-model="formData.terminationDate"
               type="date"
                :disabled="!!type"
-              value-format="x"
+              value-format="YYYY-MM-DD"
               placeholder="请选择终止日期"
               style="width: 100%"
             />
           </el-form-item>
         </el-col>
         <el-col :span="12">
-          <el-form-item label="终止原因" prop="">
+          <el-form-item label="终止原因" prop="terminationReason">
-            <el-radio-group v-model="formData.defendantRecord" :disabled="!!type">
+            <el-radio-group v-model="formData.terminationReason" :disabled="!!type">
               <el-radio :label="1">合同到期</el-radio>
               <el-radio :label="2">甲方违反协议</el-radio>
               <el-radio :label="3">乙方不可抗力</el-radio>
@@ -32,8 +32,8 @@
       
       <el-row>
       <el-col :span="24">
-        <el-form-item label="终止说明" prop="signEmail">
+        <el-form-item label="终止说明" prop="note">
-          <el-input v-model="formData.terminationReason" :disabled="!!type" type="textarea" :row="5" placeholder="必须确保账款已全部回收" />
+          <el-input v-model="formData.note" :disabled="!!type" type="textarea" :row="5" placeholder="必须确保账款已全部回收" />
         </el-form-item>
       </el-col>
       </el-row>
@@ -123,11 +123,11 @@ const formData = ref({
   bBusinessLicense: undefined // 营业执照
 })
 const formRules = reactive({
-  cooperationType: [{ required: true, message: '合作类型不能为空', trigger: 'change' }],
+  // cooperationType: [{ required: true, message: '合作类型不能为空', trigger: 'change' }],
-  no: [{ required: true, message: '报价单编号不能为空', trigger: 'blur' }],
+  // no: [{ required: true, message: '报价单编号不能为空', trigger: 'blur' }],
-  customerId: [{ required: true, message: '客户id不能为空', trigger: 'change' }],
+  // customerId: [{ required: true, message: '客户id不能为空', trigger: 'change' }],
-  businessId: [{ required: true, message: '商机编号不能为空', trigger: 'change' }],
+  // businessId: [{ required: true, message: '商机编号不能为空', trigger: 'change' }],
-  invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
+  // invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
 })
 const formRef = ref() // 表单 Ref
 

src/views/crm/contract/components/ContractAAuthorizedCompanyForm.vue

@@ -68,10 +68,13 @@
   <el-row justify="center" class="mt-3" v-if="!type">
     <el-button @click="handleAdd" round>+ 添加</el-button>
   </el-row>
+
+  <ContactForm ref="contactRef" @success="getList" />
 </template>
 <script setup lang="ts">
 import * as ContractApi from '@/api/crm/contract'
 import { propTypes } from '@/utils/propTypes'
+import ContactForm from '@/components/contact/index.vue'
 
 const props = defineProps({
   contractId: undefined, // 合同ID（主表的关联字段）
@@ -81,16 +84,47 @@ const props = defineProps({
 const formLoading = ref(false) // 表单的加载中
 const formData = ref([])
 const formRules = reactive({
-  contractId: [{ required: true, message: '合同ID不能为空', trigger: 'blur' }],
+  // contractId: [{ required: true, message: '合同ID不能为空', trigger: 'blur' }],
-  customerName: [{ required: true, message: '单位名称不能为空', trigger: 'blur' }],
+  // customerName: [{ required: true, message: '单位名称不能为空', trigger: 'blur' }],
-  unifiedCreditCode: [{ required: true, message: '统一社会信用代码不能为空', trigger: 'blur' }],
+  // unifiedCreditCode: [{ required: true, message: '统一社会信用代码不能为空', trigger: 'blur' }],
-  invoicingAddress: [{ required: true, message: '开票地址不能为空', trigger: 'blur' }],
+  // invoicingAddress: [{ required: true, message: '开票地址不能为空', trigger: 'blur' }],
-  invoicingTelephone: [{ required: true, message: '开票电话不能为空', trigger: 'blur' }],
+  // invoicingTelephone: [{ required: true, message: '开票电话不能为空', trigger: 'blur' }],
-  companyBank: [{ required: true, message: '开户行不能为空', trigger: 'blur' }],
+  // companyBank: [{ required: true, message: '开户行不能为空', trigger: 'blur' }],
-  companyAccount: [{ required: true, message: '开户账号不能为空', trigger: 'blur' }]
+  // companyAccount: [{ required: true, message: '开户账号不能为空', trigger: 'blur' }]
 })
 const formRef = ref() // 表单 Ref
 
+const contactRef = ref() // 表单 Ref
+const handleAdd = () => {
+  contactRef.value.open(formData.value, props.customerId)
+}
+
+
+const getList = (val: []) => {
+  for(let i = val.length - 1; i >= 0; i--) {
+    let obj = val[i]
+    if(formData.value.some(v => v.id === obj.id)) val.splice(i, 1)
+  }
+  val.forEach(item => {
+    if(!formData.value.some(v => v.id === item.id)) {
+      val.forEach(item => {
+        formData.value.push({
+          "name": item.name,
+          "postId": item.post,
+          "userRank": item.userRank,
+          "phoneNumber": item.mobile,
+          "authDesc": item.authDesc,
+          "wechat":item. wechat,
+          "email":item. email,
+          "id": item.id
+        })
+      })
+    }
+  })
+  
+
+}
+
 /** 监听主表的关联字段的变化，加载对应的子表数据 */
 watch(
   () => props.contractId,
@@ -111,24 +145,6 @@ watch(
   { immediate: true }
 )
 
-/** 新增按钮操作 */
-const handleAdd = () => {
-  const row = {
-    id: undefined,
-    contractId: undefined,
-    customerName: undefined,
-    unifiedCreditCode: undefined,
-    invoicingAddress: undefined,
-    invoicingTelephone: undefined,
-    companyBank: undefined,
-    companyAccount: undefined,
-    companyAddress: undefined,
-    deletedFlag: undefined
-  }
-  row.contractId = props.contractId
-  formData.value.push(row)
-}
-
 /** 删除按钮操作 */
 const handleDelete = (index) => {
   formData.value.splice(index, 1)

src/views/crm/contract/components/ContractChangeLimit.vue

@@ -117,13 +117,13 @@
       <el-row>
        
       <el-col :span="8">
-        <el-form-item label="初始额度" prop="signPhoneNumber">
+        <el-form-item label="初始额度" prop="creditLimit">
-          <el-input v-model="formData.signPhoneNumber" placeholder="请输入初始额度" disabled />
+          <el-input v-model="formData.creditLimit" placeholder="请输入初始额度" disabled />
         </el-form-item>
       </el-col>
         <el-col :span="8">
-        <el-form-item label="目前额度" prop="beforeAmount">
+        <el-form-item label="目前额度" prop="creditLimit">
-          <el-input v-model="formData.beforeAmount" placeholder="请输入目前额度" disabled />
+          <el-input v-model="formData.creditLimit" placeholder="请输入目前额度" disabled />
         </el-form-item>
       </el-col>
         <el-col :span="8">
@@ -140,21 +140,21 @@
       </el-col>
       <el-col :span="8">
         <el-form-item label="调整金额（元）" prop="changeAmount">
-          <el-input v-model="formData.changeAmount" :disabled="!!type" placeholder="请输入调整金额（元）" />
+          <el-input v-model="formData.changeAmount"  type="number" :disabled="!!type" placeholder="请输入调整金额（元）"  @input="onChangeAmount" />
         </el-form-item>
       </el-col>
       <el-col :span="8">
         <el-form-item label="最终额度" prop="afterAmount">
-          <el-input v-model="formData.afterAmount" :disabled="!!type" placeholder="请输入最终额度" />
+          <el-input v-model="formData.afterAmount"  type="number" disabled placeholder="请输入最终额度" />
         </el-form-item>
       </el-col>
       <el-col :span="8">
-          <el-form-item label="调整金额截止日期" prop="establishmentDate">
+          <el-form-item label="调整金额截止日期" prop="changeAmountDeadline">
             <el-date-picker
-              v-model="formData.lastPayDate"
+              v-model="formData.changeAmountDeadline"
+              value-format="YYYY-MM-DD"
               type="date"
                :disabled="!!type"
-              value-format="x"
               placeholder="请选择调整金额截止日期"
               style="width: 100%"
             />
@@ -172,7 +172,6 @@
 </template>
 <script setup lang="ts">
 import { getIntDictOptions, getStrDictOptions, DICT_TYPE } from '@/utils/dict'
-import { QuotationApi, QuotationVO } from '@/api/crm/quotation'
 import { defaultProps, handleTree } from '@/utils/tree'
 import { BillTemplateApi, BillTemplateVO } from '@/api/crm/billtemplate'
 import * as ContractApi from '@/api/crm/contract'
@@ -219,7 +218,7 @@ const formData = ref({
   paymentTerm: undefined,
   creditMethod: undefined,
   creditCalcCycle: undefined,
-  creditLimit: undefined,
+  creditLimit: 0,
   partnerCompanyId: undefined,
   deptId: undefined,
   creator: undefined,
@@ -250,11 +249,11 @@ const formData = ref({
   bBusinessLicense: undefined // 营业执照
 })
 const formRules = reactive({
-  cooperationType: [{ required: true, message: '合作类型不能为空', trigger: 'change' }],
+  changeAmount: [{ required: true, message: '调整额度不能为空', trigger: 'change' }],
-  no: [{ required: true, message: '报价单编号不能为空', trigger: 'blur' }],
+  changeAmountDeadline: [{ required: true, message: '调整日期不能为空', trigger: 'blur' }],
-  customerId: [{ required: true, message: '客户id不能为空', trigger: 'change' }],
+  // customerId: [{ required: true, message: '客户id不能为空', trigger: 'change' }],
-  businessId: [{ required: true, message: '商机编号不能为空', trigger: 'change' }],
+  // businessId: [{ required: true, message: '商机编号不能为空', trigger: 'change' }],
-  invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
+  // invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
 })
 const formRef = ref() // 表单 Ref
 
@@ -265,27 +264,9 @@ const quotationProductFormRef = ref()
 const props = defineProps({
   type: propTypes.string.def('')
 })
-const onBusinessChange = async (businessId: string) => {
+
-  if (!businessId) return
+const onChangeAmount = async (amount: number) => {
-  try {
+  formData.value.afterAmount = Number(formData.value.creditLimit) + Number(amount); 
-    formLoading.value = true;
-    const res = await BusinessApi.getBusiness(businessId);
-    formData.value.customerId = res.customerId; 
-    formData.value.creditLimit = res.creditLimit; // 保存详情信息
-    formData.value.ownerUserId = res.ownerUserId; // 保存详情信息
-    formData.value.paymentTerm = res.paymentTerm;
-    formData.value.creditMethod = res.creditMethod;
-    formData.value.creditCalcCycle = res.creditCalcCycle;
-    formData.value.deptId = res.deptId;
-    formData.value.offlinePrice = res.offlinePrice; 
-    formData.value.onlinePrice = res.onlinePrice; 
-    formData.value.totalPrice = res.totalPrice;
-     // 🔁 自动加载客户详情
-     await onCustomerChange(res.customerId);
-  } catch (err) {
-  } finally {
-    formLoading.value = false;
-  }
 }
 
 const onCustomerChange = async (customerId: string) => {
@@ -339,7 +320,7 @@ const open = async (type: string) => {
   if (type) {
     formLoading.value = true
     try {
-      formData.value = await QuotationApi.getQuotation(type)
+      formData.value = await ContractApi.getContract(type)
     } finally {
       formLoading.value = false
     }

src/views/crm/contract/components/ContractExtension.vue

@@ -123,9 +123,9 @@
         <el-form-item label="协议截止日" prop="agreementDeadline">
             <el-date-picker
              :disabled="!!type"
-              v-model="formData.lastPayDate"
+              v-model="formData.agreementDeadline"
               type="date"
-              value-format="x"
+              value-format="YYYY-MM-DD"
               placeholder="请选择协议截止日"
               style="width: 100%"
             />
@@ -137,12 +137,12 @@
         </el-form-item>
       </el-col>
       <el-col :span="8">
-          <el-form-item label="调整金额截止日期" prop="establishmentDate">
+          <el-form-item label="调整金额截止日期" prop="extensionDate">
             <el-date-picker
-              v-model="formData.lastPayDate"
+              v-model="formData.extensionDate"
                :disabled="!!type"
               type="date"
-              value-format="x"
+              value-format="YYYY-MM-DD"
               placeholder="调整金额截止日期"
               style="width: 100%"
             />
@@ -240,11 +240,11 @@ const formData = ref({
   bBusinessLicense: undefined // 营业执照
 })
 const formRules = reactive({
-  cooperationType: [{ required: true, message: '合作类型不能为空', trigger: 'change' }],
+  // cooperationType: [{ required: true, message: '合作类型不能为空', trigger: 'change' }],
-  no: [{ required: true, message: '报价单编号不能为空', trigger: 'blur' }],
+  // no: [{ required: true, message: '报价单编号不能为空', trigger: 'blur' }],
-  customerId: [{ required: true, message: '客户id不能为空', trigger: 'change' }],
+  // customerId: [{ required: true, message: '客户id不能为空', trigger: 'change' }],
-  businessId: [{ required: true, message: '商机编号不能为空', trigger: 'change' }],
+  // businessId: [{ required: true, message: '商机编号不能为空', trigger: 'change' }],
-  invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
+  // invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
 })
 const formRef = ref() // 表单 Ref