CRM 客户管理

.env.dev

@@ -4,7 +4,7 @@ NODE_ENV=production
 VITE_DEV=true
 
 # 请求路径
-VITE_BASE_URL='http://192.168.6.122:48080'
+VITE_BASE_URL='http://www.sujieguanli.top:48080'
 
 # 文件上传类型：server - 后端上传， client - 前端直连上传，仅支持S3服务
 VITE_UPLOAD_TYPE=client

.env.local

@@ -4,7 +4,7 @@ NODE_ENV=development
 VITE_DEV=true
 
 # 请求路径
-VITE_BASE_URL='http://www.woyaoshouchong.asia:48080'
+VITE_BASE_URL='http://www.sujieguanli.top:48080'
 
 # 文件上传类型：server - 后端上传， client - 前端直连上传，仅支持 S3 服务
 VITE_UPLOAD_TYPE=client

src/views/crm/contact/ContactForm.vue

@@ -144,8 +144,7 @@ const formData = ref({
 })
 const formRules = reactive({
   name: [{ required: true, message: '姓名不能为空', trigger: 'blur' }],
-  customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
+  customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }]
-  ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }]
 })
 const formRef = ref() // 表单 Ref
 const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表

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

@@ -74,7 +74,10 @@ const message = useMessage()
 const contractId = ref(0) // 编号
 const loading = ref(true) // 加载中
 const contract = ref<ContractApi.ContractVO>({} as ContractApi.ContractVO) // 详情
-const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
+// 初始化
+const permissionListRef = ref<InstanceType<typeof PermissionList>>(
+  
+)
 
 /** 编辑 */
 const formRef = ref()

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

@@ -20,20 +20,22 @@
       <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="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 }}
       </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 label="备注:">{{ customer.remark }}</el-descriptions-item> -->
-      </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="备注:">{{ customer.remark }}</el-descriptions-item>
     </el-descriptions>
   </ContentWrap>
 </template>

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

@@ -54,7 +54,7 @@
         <ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
       </el-tab-pane>
 
-      <el-tab-pane label="附件">
+      <el-tab-pane v-hasPermi="['crm:customer:file:query']" label="附件">
         <FileList  v-if="customerId" :customerId="customerId" />
       </el-tab-pane>
       <el-tab-pane label="操作日志">

src/views/crm/followup/index.vue

@@ -37,7 +37,15 @@
             <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>
@@ -66,12 +74,6 @@
           </el-link>
         </div>
       </div>
-      <el-button link type="primary" class="mr-10px followup-edit-btn" @click="openForm('update', item.id)">
-        <Icon icon="ep:edit" class="mr-3px" /> 编辑
-      </el-button>
-      <el-button link type="danger" class="mr-20px followup-delete-btn" @click="handleDelete(item.id)">
-        <Icon icon="ep:delete" class="mr-3px" /> 删除
-      </el-button>
       <template #dot>
         <span style="background-color: #67C23A;" class="dot-node-style">
           {{ item.creatorName ? item.creatorName[0] : '' }}
@@ -238,7 +240,7 @@ watch(
 }
 .dot-node-style {
   position: absolute;
-  left: -5px;
+  left: 0px;
   display: flex;
   width: 20px;
   height: 20px;
@@ -272,23 +274,41 @@ watch(
   }
 }
 
-  .followup-update-btn {
+.followup-action-btns {
-  color: #7492f3 !important;
+  position: absolute;
+  top: 10px;
+  right: 16px;
+  display: flex;
+  gap: 8px;
+  z-index: 2;
+}
+.followup-action-btn {
   font-weight: bold;
   font-size: 14px;
-  transition: background 0.2s, color 0.2s;
   border: none;
-  background: #fef0f0;
+  background: transparent;
   border-radius: 4px;
   padding: 2px 10px;
-  margin: 10px 0 0 0;
+  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 {
-    background: #fef0f0;
       color: #c0392b !important;
+      background: #fef0f0;
+    }
   }
   .icon {
     font-size: 15px;
     vertical-align: middle;
   }
+
 }
 </style>

src/views/crm/stationsite/StationSiteForm.vue

@@ -169,6 +169,7 @@ const formData = ref({
   estimatedPiles: 0,
   siteStatus: undefined,
   siteType: undefined,
+  ownerUserId: 0,
   ownerId: undefined,
   managementId: undefined,
   recommenderName: undefined,
@@ -212,6 +213,10 @@ const open = async (type: string, id?: number) => {
       formLoading.value = false
     }
   }
+    // 默认新建时选中自己
+  if (formType.value === 'create') {
+    formData.value.ownerUserId = useUserStore().getUser.id
+  }
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗