CRM 客户管理 权限优化

src/api/crm/permission/index.ts

@@ -36,7 +36,6 @@ export enum BizTypeEnum {
   CRM_RECEIVABLE = 7, // 回款
   CRM_RECEIVABLE_PLAN = 8 // 回款计划
 }
-
 /**
  * CRM 数据权限级别枚举
  */

src/api/system/user/index.ts

@@ -1,9 +1,11 @@
 import request from '@/config/axios'
+import { da } from 'element-plus/es/locale'
 
 export interface UserVO {
   id: number
   username: string
   nickname: string
+  sort: number
   deptId: number
   postIds: string[]
   email: string
@@ -73,4 +75,4 @@ export const updateUserStatus = (id: number, status: number) => {
 // 获取用户精简信息列表
 export const getSimpleUserList = (): Promise<UserVO[]> => {
   return request.get({ url: '/system/user/simple-list' })
-}
+}

src/views/crm/contact/components/ContactList.vue

@@ -58,7 +58,7 @@ import * as ContactApi from '@/api/crm/contact'
 import ContactForm from './../ContactForm.vue'
 import { DICT_TYPE } from '@/utils/dict'
 import { BizTypeEnum } from '@/api/crm/permission'
-import ContactListModal from './ContactListModal.vue'
+
 
 defineOptions({ name: 'CrmContactList' })
 const props = defineProps<{

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

@@ -62,7 +62,7 @@ import { getOperateLogPage } from '@/api/crm/operateLog'
 import ContractForm from '@/views/crm/contract/ContractForm.vue'
 import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
 import PermissionList from '@/views/crm/permission/components/PermissionList.vue'
-import FollowUpList from '@/views/crm/followup/index.vue'
+import FollowUpList from '@/views/crm/followup/components/FollowUpList.vue'
 import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue'
 import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue'
 

src/views/crm/customer/detail/CustomerDetailsHeader.vue

@@ -16,23 +16,19 @@
     </div>
   </div>
   <ContentWrap class="mt-10px">
-    <el-descriptions :column="4" direction="horizontal" class="mb-10px">
+    <el-descriptions :column="3" direction="horizontal" class="mb-10px">
       <el-descriptions-item label="成交状态:">
         <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_DEAL_STATUS" :value="customer.dealStatus ?? ''" />
       </el-descriptions-item>
       <el-descriptions-item label="客户类别:">
         <dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="customer.industryId ?? ''" />
       </el-descriptions-item>
-      <el-descriptions-item label="负责人:">{{ customer.ownerUserName }}</el-descriptions-item>
+      <el-descriptions-item label="责任人:">{{ customer.ownerUserName }}</el-descriptions-item>
-
       <el-descriptions-item label="下次联系时间:">
         {{ formatDate(customer.contactNextTime, 'YYYY-MM-DD') }}
       </el-descriptions-item>
-      <el-descriptions-item label="创建时间:">
-        {{ formatDate(customer.createTime) }}
-      </el-descriptions-item>
       <el-descriptions-item label="地址:">
-        {{ customer.areaName }} {{ customer.detailAddress }}
+        {{ customer.areaName }}{{ customer.detailAddress }}
       </el-descriptions-item>
 
       <!-- <el-descriptions-item label="备注:">{{ customer.remark }}</el-descriptions-item> -->

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

@@ -25,6 +25,7 @@
     >
       锁定
     </el-button>
+    <text>{{ customerId }}</text>
     <!-- <el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive"> 领取</el-button>
     <el-button v-if="!customer.ownerUserId" type="primary" @click="handleDistributeForm">
       分配
@@ -33,13 +34,13 @@
   <el-col>
     <el-tabs>
       <el-tab-pane  v-if="checkPermi(['crm:follow-up-record:query'])"  label="跟进记录">
-        <FollowUpList :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
+        <FollowUpList :biz-id="customer.id" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
       </el-tab-pane>
       <!-- <el-tab-pane label="基本信息">
         <CustomerDetailsInfo :customer="customer" />
       </el-tab-pane> -->
-      <el-tab-pane  v-if="checkPermi(['crm:contact:query'])" label="联系人" lazy>
+      <el-tab-pane  v-if="checkPermi(['crm:contact:query']) && customer.id != undefined" label="联系人" lazy>
-        <ContactList :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
+        <ContactList :biz-id="customer.id" :biz-type="BizTypeEnum.CRM_CUSTOMER" :customerId="customer.id" />
       </el-tab-pane>
       <!-- <el-tab-pane label="团队成员">
         <PermissionList

src/views/crm/customer/index.vue

@@ -11,27 +11,27 @@
       <el-form-item label="客户名称" prop="name">
         <el-input
           v-model="queryParams.name"
-          class="!w-200px"
+          class="!w-150px"
           clearable
           placeholder="请输入客户名称"
           @keyup.enter="handleQuery"
         />
+      </el-form-item>
       <el-form-item label="地区" prop="areaId">
         <el-cascader
           v-model="queryParams.areaId"
           :options="areaList"
           :props="defaultProps"
-          class="!w-200px"
+          class="!w-150px"
           clearable
           filterable
           placeholder="请选择地区"
         />
       </el-form-item>
-      </el-form-item>
       <el-form-item label="客户类别" prop="industryId">
         <el-select
           v-model="queryParams.industryId"
-          class="!w-200px"
+          class="!w-150px"
           clearable
           placeholder="请选择客户类别"
         >
@@ -46,7 +46,7 @@
       <el-form-item label="成交状态" prop="dealStatus">
         <el-select
           v-model="queryParams.dealStatus"
-          class="!w-200px"
+          class="!w-150px"
           clearable
           placeholder="请选择成交状态"
         >
@@ -58,6 +58,23 @@
           />
         </el-select>
       </el-form-item>
+      <el-form-item label="责任人">
+        <el-select
+          v-model="queryParams.ownerUserId"
+          filterable
+          remote
+          clearable
+          placeholder="请选择责任人"
+          style="width: 150px"
+        >
+          <el-option
+            v-for="user in userOptions"
+            :key="user.id"
+            :label="user.nickname"
+            :value="user.id"
+          />
+        </el-select>
+      </el-form-item>
       <el-form-item>
         <el-button @click="handleQuery">
           <Icon class="mr-5px" icon="ep:search" />
@@ -189,7 +206,9 @@ import CustomerForm from './CustomerForm.vue'
 import CustomerImportForm from './CustomerImportForm.vue'
 import { defaultProps } from '@/utils/tree'
 import { TabsPaneContext } from 'element-plus'
+import * as UserApi from '@/api/system/user'
 
+const userOptions = ref<any[]>([])
 defineOptions({ name: 'CrmCustomer' })
 
 const message = useMessage() // 消息弹窗
@@ -207,6 +226,7 @@ const queryParams = reactive({
   areaId: undefined,
   dealStatus: undefined,
   industryId: undefined,
+  ownerUserId: undefined,
   level: undefined,
   source: undefined,
   pool: undefined
@@ -309,6 +329,10 @@ watch(
 
 /** 初始化 **/
 onMounted(() => {
+  // 获得用户列表
+  UserApi.getSimpleUserList().then(res => {
+    userOptions.value = res
+  })
   getList()
   AreaApi.getAreaTree().then(res => {
     areaList.value = res

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

@@ -2,11 +2,25 @@
 <template>
   <!-- 搜索栏 -->
   <el-form :inline="true" :model="queryParams" class="mb-10px">
-    <el-form-item label="跟进内容">
+    <el-form-item label="跟进人">
-      <el-input v-model="queryParams.content" placeholder="请输入跟进内容" clearable @keyup.enter="handleQuery" />
+      <el-select
+        v-model="queryParams.creator"
+        filterable
+        remote
+        clearable
+        placeholder="请选择跟进人"
+        style="width: 150px"
+      >
+        <el-option
+          v-for="user in userOptions"
+          :key="user.id"
+          :label="user.nickname"
+          :value="user.id"
+        />
+      </el-select>
     </el-form-item>
     <el-form-item label="跟进方式">
-      <el-select v-model="queryParams.type" placeholder="请选择跟进方式" clearable>
+      <el-select v-model="queryParams.type" placeholder="请选择跟进方式" clearable style="width: 150px">
         <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>
@@ -17,9 +31,6 @@
       <el-button @click="resetQuery">
         <Icon icon="ep:refresh" class="mr-5px" />重置
       </el-button>
-      <el-button v-hasPermi="['crm:follow-up-record:create']" @click="openForm">
-        <Icon icon="ep:edit" class="mr-5px" />写跟进
-      </el-button>
     </el-form-item>
   </el-form>
 
@@ -32,6 +43,10 @@
       placement="top"
     >
       <span>跟进人：</span>{{ item.creatorName }}
+      <span v-if="Array.isArray(item.customer) && item.customer.length > 0 && item.customer[0].name" style="margin-left: 8px;">
+        客户名称：{{ item.customer[0].name }}
+      </span>
+
       <template #timestamp>
         <div style="color:#999;font-size:13px;margin-bottom:2px;">跟进时间</div>
         <span>{{ formatDate(item.createTime) }}</span>
@@ -115,6 +130,10 @@ import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
 import FollowUpRecordForm from './FollowUpRecordForm.vue'
 import { BizTypeEnum } from '@/api/crm/permission'
+import * as UserApi from '@/api/system/user'
+
+const userOptions = ref<any[]>([])
+
 
 /** 跟进记录列表 */
 defineOptions({ name: 'FollowUpRecord' })
@@ -132,9 +151,10 @@ const queryParams = reactive({
   pageNo: 1,
   pageSize: 10,
   bizType: 0,
-  bizId: undefined as number | undefined, // 明确类型
+  bizId: undefined as number | undefined,
   content: '',
-  type: undefined
+  type: undefined,
+  creator: undefined as number | undefined // 跟进人
 })
 
 /** 查询列表 */
@@ -152,21 +172,11 @@ const getList = async () => {
 /** 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) => {
+const openForm = (type: 'create' | 'update', id: number) => {
-  // 只在有 bizId 时传递，否则不传
+
-  if (typeof props.bizId === 'number') {
+    formRef.value?.open(type, id)
-    if (type === 'update' && id) {
+
-      formRef.value?.open(props.bizType, props.bizId, id)
+  
-    } else {
-      formRef.value?.open(props.bizType, props.bizId)
-    }
-  } else {
-    if (type === 'update' && id) {
-      formRef.value?.open(props.bizType, undefined, id)
-    } else {
-      formRef.value?.open(props.bizType, undefined)
-    }
-  }
 }
 
 /** 删除按钮操作 */
@@ -211,10 +221,16 @@ const handleQuery = () => {
 }
 const resetQuery = () => {
   queryParams.content = ''
+  queryParams.creator = undefined
   queryParams.type = undefined
   handleQuery()
 }
 
+onMounted(async () => {
+  // 获得用户列表
+  userOptions.value = await UserApi.getSimpleUserList()
+})
+
 watch(
   () => props.bizId,
   () => {

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

@@ -1,6 +1,6 @@
 <!-- 跟进记录的添加表单 -->
 <template>
-  <Dialog v-model="dialogVisible" title="添加跟进记录" width="50%">
+  <Dialog v-model="dialogVisible" title="添加跟进记录" width="70%">
     <el-form
       ref="formRef"
       v-loading="formLoading"
@@ -30,7 +30,7 @@
         </el-col>
         <el-col :span="24">
           <el-form-item label="跟进内容" prop="content">
-            <Editor v-model="formData.content" height="150px" />
+            <Editor v-model="formData.content" height="300px" />
           </el-form-item>
         </el-col>
         <el-col :span="12">
@@ -103,12 +103,7 @@ watch(
       // 获取客户下联系人
       const res = await ContactApi.getContactPageByCustomer({ customerId: val, pageSize: 100 })
       contactOptions.value = res.list || []
-      // 自动选中第一个联系人
+
-      if (contactOptions.value.length > 0) {
-        formData.value.contactIds = [contactOptions.value[0].id]
-      } else {
-        formData.value.contactIds = []
-      }
     } else {
       contactOptions.value = []
       formData.value.contactIds = []
@@ -118,13 +113,12 @@ watch(
 )
 
 /** 打开弹窗 */
-const open = async (bizType: number, bizId: number, id?: number) => {
+const open = async (type: string, id: number) => {
   dialogVisible.value = true
   resetForm()
-  formData.value.bizType = bizType
+  formType.value = type
-  formData.value.bizId = bizId
+  if (formType.value === 'update') {
-  if (id) {
+
-    formType.value = 'update'
     formLoading.value = true
     try {
       const data = await FollowUpRecordApi.getFollowUpRecord(id)
@@ -132,8 +126,6 @@ const open = async (bizType: number, bizId: number, id?: number) => {
     } finally {
       formLoading.value = false
     }
-  } else {
-    formType.value = 'create'
   }
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗

src/views/crm/permission/components/TransferForm.vue

@@ -77,7 +77,7 @@ const open = async (bizId: number) => {
   dialogTitle.value = getDialogTitle()
   resetForm()
   formData.value.id = bizId
-  // 客户转移时默认勾选联系人和合同
+  // 客户转移时默认勾选联系人和合同和跟进记录
   if (props.bizType === BizTypeEnum.CRM_CUSTOMER) {
     formData.value.toBizTypes = [BizTypeEnum.CRM_CONTACT, BizTypeEnum.CRM_CONTRACT, BizTypeEnum.CRM_CUSTOMER]
   }

src/views/crm/stationsite/index.vue

@@ -73,22 +73,21 @@
       <el-table-column label="场地名称" fixed="left" align="center" prop="name" />
       <el-table-column align="center" label="地区" prop="areaId" width="200px" >
         <template #default="scope">
-          <span>{{ scope.row.areaName || '暂无' }} {{ scope.row.detailAddress }}</span>
+          <span>{{ scope.row.areaName || '暂无' }}</span>
         </template>
       </el-table-column>
-      <el-table-column label="定位经度" align="center" prop="locationLng" />
+      <el-table-column label="推荐人" align="center" prop="recommenderName" />
-      <el-table-column label="定位纬度" align="center" prop="locationLat" />
       <el-table-column label="可建充电桩数" align="center" prop="estimatedPiles" />
-      <el-table-column label="场地状态" align="center" prop="siteStatus">
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_STATION_SITE_STATUS" :value="scope.row.siteStatus" />
-        </template>
-      </el-table-column>
       <el-table-column label="场地类型" align="center" prop="siteType">
         <template #default="scope">
           <dict-tag :type="DICT_TYPE.CRM_STATION_SITE_TYPE" :value="scope.row.siteType" />
         </template>
       </el-table-column>
+      <el-table-column label="场地状态" align="center" prop="siteStatus">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_STATION_SITE_STATUS" :value="scope.row.siteStatus" />
+        </template>
+      </el-table-column>
       <el-table-column label="填报人" align="center" prop="creatorName" />
       <el-table-column label="操作" fixed="right"  align="center" min-width="180px">
         <template #default="scope">

src/views/system/post/index.vue

@@ -63,10 +63,9 @@
   <!-- 列表 -->
   <ContentWrap>
     <el-table v-loading="loading" :data="list">
-      <el-table-column label="岗位编号" align="center" prop="id" />
+      <el-table-column label="岗位顺序" align="center" prop="sort" />
       <el-table-column label="岗位名称" align="center" prop="name" />
       <el-table-column label="岗位编码" align="center" prop="code" />
-      <el-table-column label="岗位顺序" align="center" prop="sort" />
       <el-table-column label="岗位备注" align="center" prop="remark" />
       <el-table-column label="状态" align="center" prop="status">
         <template #default="scope">

src/views/system/role/index.vue

@@ -85,7 +85,7 @@
   <!-- 列表 -->
   <ContentWrap>
     <el-table v-loading="loading" :data="list">
-      <el-table-column align="center" label="角色编号" prop="id" />
+      <el-table-column align="center" label="显示顺序" prop="sort" />
       <el-table-column align="center" label="角色名称" prop="name" />
       <el-table-column label="角色类型" align="center" prop="type">
         <template #default="scope">
@@ -93,7 +93,6 @@
         </template>
       </el-table-column>
       <el-table-column align="center" label="角色标识" prop="code" />
-      <el-table-column align="center" label="显示顺序" prop="sort" />
       <el-table-column align="center" label="备注" prop="remark" />
       <el-table-column align="center" label="状态" prop="status">
         <template #default="scope">

src/views/system/user/UserForm.vue

@@ -26,6 +26,13 @@
           </el-form-item>
         </el-col>
       </el-row>
+      <el-row>
+        <el-col :span="12">
+          <el-form-item label="显示顺序" prop="sort">
+            <el-input v-model="formData.sort" maxlength="11" placeholder="请选择显示顺序" />
+          </el-form-item>
+        </el-col>
+      </el-row>
       <el-row>
         <el-col :span="12">
           <el-form-item label="手机号码" prop="mobile">
@@ -119,6 +126,7 @@ const formData = ref({
   mobile: '',
   email: '',
   id: undefined,
+  sort: 0,
   username: '',
   password: '',
   sex: undefined,
@@ -131,6 +139,7 @@ const formRules = reactive<FormRules>({
   username: [{ required: true, message: '用户名称不能为空', trigger: 'blur' }],
   nickname: [{ required: true, message: '用户昵称不能为空', trigger: 'blur' }],
   password: [{ required: true, message: '用户密码不能为空', trigger: 'blur' }],
+  sort: [{ required: true, message: '显示顺序不能为空', trigger: 'blur' }],
   email: [
     {
       type: 'email',
@@ -206,6 +215,7 @@ const resetForm = () => {
     mobile: '',
     email: '',
     id: undefined,
+    sort: 0,
     username: '',
     password: '',
     sex: undefined,

src/views/system/user/index.vue

@@ -96,7 +96,7 @@
       </ContentWrap>
       <ContentWrap>
         <el-table v-loading="loading" :data="list">
-          <el-table-column label="用户编号" align="center" key="id" prop="id" />
+          <el-table-column align="center" label="显示顺序" prop="sort" />
           <el-table-column
             label="用户名称"
             align="center"