From dc245aa345a2e9a3fd386fb53a42915a7261b64c Mon Sep 17 00:00:00 2001
From: wersd <1523826083@qq.com>
Date: Thu, 12 Jun 2025 22:43:09 +0800
Subject: [PATCH] =?UTF-8?q?CRM=20=E5=AE=A2=E6=88=B7=E7=AE=A1=E7=90=86=20?=
 =?UTF-8?q?=E6=9D=83=E9=99=90=E4=BC=98=E5=8C=96?=
MIME-Version: 1.0
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---
 .../crm/followup/components/FollowUpList.vue  | 352 ++++++++++++++++++
 .../components/FollowUpRecordForm.vue         | 193 ++++++++++
 2 files changed, 545 insertions(+)
 create mode 100644 src/views/crm/followup/components/FollowUpList.vue
 create mode 100644 src/views/crm/followup/components/FollowUpRecordForm.vue

diff --git a/src/views/crm/followup/components/FollowUpList.vue b/src/views/crm/followup/components/FollowUpList.vue
new file mode 100644
index 000000000..a7824d8bd
--- /dev/null
+++ b/src/views/crm/followup/components/FollowUpList.vue
@@ -0,0 +1,352 @@
+<!-- 某个记录的跟进记录列表，目前主要用于 CRM 客户、商机等详情界面 -->
+<template>
+  <!-- 搜索栏 -->
+  <el-form :inline="true" :model="queryParams" class="mb-10px">
+    <el-form-item label="跟进内容">
+      <el-input v-model="queryParams.content" placeholder="请输入跟进内容" clearable @keyup.enter="handleQuery" />
+    </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-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>
+    <el-form-item>
+      <el-button v-hasPermi="['crm:follow-up-record:query']" type="primary" @click="handleQuery">
+        <Icon icon="ep:search" class="mr-5px" />搜索
+      </el-button>
+      <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>
+
+  <!-- 跟进记录时间线 -->
+  <el-timeline>
+    <el-timeline-item
+      v-for="(item, index) in list"
+      :key="item.id || index"
+      :timestamp="formatDate(item.createTime)"
+      placement="top"
+    >
+      <span>跟进人：</span>{{ item.creatorName }}
+      <template #timestamp>
+        <div style="color:#999;font-size:13px;margin-bottom:2px;">跟进时间</div>
+        <span>{{ formatDate(item.createTime) }}</span>
+      </template>
+      <div class="el-timeline-right-content">
+        <div class="followup-meta  mb-5px">
+          <template v-if="item.contacts && item.contacts.length">
+            <span class="meta-label">联系人：</span>
+            <el-link
+              v-for="contact in item.contacts"
+              :key="contact.id"
+              :underline="false"
+              type="primary"
+              @click="openContactDetail(contact.id)"
+              class="ml-5px"
+            >
+              {{ contact.name }}
+            </el-link>
+            <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 v-hasPermi="['crm:follow-up-record:update']" link class="followup-action-btn edit" @click="openForm('update', item.id)">
+            <Icon icon="ep:edit" class="mr-3px" /> 编辑
+          </el-button>
+          <el-button v-hasPermi="['crm:follow-up-record:delete']" 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>
+        <!-- 图片直接展示 -->
+        <div v-if="item.picUrls && item.picUrls.length" class="followup-img-list follow-row mt-10px">
+          <el-image
+            v-for="url in item.picUrls"
+            :key="url"
+            :src="url"
+            style="width: 120px; height: 120px; object-fit: contain; border: 1px solid #eee; border-radius: 4px; margin-right: 8px;"
+            :preview-src-list="item.picUrls"
+          />
+        </div>
+        <!-- 附件链接展示 -->
+        <div v-if="item.fileUrls && item.fileUrls.length" class="followup-file-list follow-row mt-5px">
+          <span style="font-weight: bold;">附件:</span>
+          <el-link
+            v-for="url in item.fileUrls"
+            :key="url"
+            :href="url"
+            target="_blank"
+            type="primary"
+            style="margin-right: 12px;"
+          >
+            {{ url.substring(url.lastIndexOf('/')+1) }}
+          </el-link>
+        </div>
+      </div>
+      <template #dot>
+        <span style="background-color: #67C23A;" class="dot-node-style">
+          {{ item.creatorName ? item.creatorName[0] : '' }}
+        </span>
+      </template>
+    </el-timeline-item>
+  </el-timeline>
+  <!-- 分页 -->
+  <Pagination
+    v-model:limit="queryParams.pageSize"
+    v-model:page="queryParams.pageNo"
+    :total="total"
+    @pagination="getList"
+  />
+
+  <!-- 表单弹窗：添加/修改 -->
+  <FollowUpRecordForm ref="formRef" @success="getList" />
+</template>
+
+<script lang="ts" setup>
+import { formatDate } from '@/utils/formatTime'
+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'
+
+/** 跟进记录列表 */
+defineOptions({ name: 'FollowUpRecord' })
+const props = defineProps<{
+  bizType: number
+  bizId?: number // bizId 可选
+}>()
+const message = useMessage() // 消息弹窗
+const { t } = useI18n() // 国际化
+
+const loading = ref(true) // 列表的加载中
+const list = ref<FollowUpRecordVO[]>([]) // 列表的数据
+const total = ref(0) // 列表的总页数
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  bizType: 0,
+  bizId: undefined as number | undefined, // 明确类型
+  content: '',
+  type: undefined
+})
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    const data = await FollowUpRecordApi.getFollowUpRecordPage(queryParams)
+    list.value = data.list
+    total.value = data.total
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 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) => {
+  // 只在有 bizId 时传递，否则不传
+  if (typeof props.bizId === 'number') {
+    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 */
+const handleDelete = async (id: number) => {
+  try {
+    // 删除的二次确认
+    await message.delConfirm()
+    // 发起删除
+    await FollowUpRecordApi.deleteFollowUpRecord(id)
+    message.success(t('common.delSuccess'))
+    // 刷新列表
+    await getList()
+  } catch {}
+}
+
+/** 打开联系人详情 */
+const { push } = useRouter()
+const openContactDetail = (id: number) => {
+  push({ name: 'CrmContactDetail', params: { id } })
+}
+
+/** 打开商机详情 */
+const openBusinessDetail = (id: number) => {
+  push({ name: 'CrmBusinessDetail', params: { id } })
+}
+
+/** 文件查看弹窗 */
+const fileDialogVisible = ref(false)
+const fileDialogList = ref<string[]>([])
+const fileDialogType = ref<'图片' | '附件'>('图片')
+const fileDialogTitle = computed(() => fileDialogType.value === '图片' ? '查看图片' : '查看附件')
+
+function openFileDialog(list: string[], type: '图片' | '附件') {
+  fileDialogList.value = list
+  fileDialogType.value = type
+  fileDialogVisible.value = true
+}
+
+const handleQuery = () => {
+  queryParams.pageNo = 1
+  getList()
+}
+const resetQuery = () => {
+  queryParams.content = ''
+  queryParams.type = undefined
+  handleQuery()
+}
+
+watch(
+  () => props.bizId,
+  () => {
+    queryParams.bizType = props.bizType
+    queryParams.bizId = typeof props.bizId === 'number' ? props.bizId : undefined
+    getList()
+  },
+  { immediate: true }
+)
+</script>
+
+<style lang="scss" scoped>
+// 时间线样式参考 OperateLogV2
+:deep(.el-timeline)  {
+  margin: 10px 0 0 30px;
+}
+:deep(.el-timeline-item__wrapper) {
+  position: relative;
+  top: 0;
+}
+:deep(.el-timeline-item__timestamp) {
+  position: static !important;
+  display: block;
+  margin-bottom: 4px;
+  color: #999;
+  font-size: 13px;
+  left: unset;
+  top: unset;
+  text-align: left;
+}
+:deep(.el-timeline-right-content) {
+  display: flex;
+  flex-direction: column;
+  align-items: flex-start;
+  min-height: 30px;
+  padding: 10px;
+  background-color: #fff;
+  border-radius: 4px;
+  margin-bottom: 8px;
+  position: relative;
+}
+
+.followup-img-list {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+}
+.followup-file-list {
+  margin-top: 5px;
+}
+.followup-meta {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  margin-bottom: 5px;
+}
+.follow-row {
+  margin-bottom: 5px;
+  color: #333;
+  font-size: 14px;
+}
+.dot-node-style {
+  position: absolute;
+  left: 0px;
+  display: flex;
+  width: 20px;
+  height: 20px;
+  font-size: 10px;
+  color: #fff;
+  border-radius: 50%;
+  justify-content: center;
+  align-items: center;
+}
+.meta-label {
+  margin-right: 4px;
+  font-weight: bold;
+}
+.followup-delete-btn {
+  color: #f56c6c !important;
+  font-weight: bold;
+  font-size: 14px;
+  transition: background 0.2s, color 0.2s;
+  border: none;
+  background: #fef0f0;
+  border-radius: 4px;
+  padding: 2px 10px;
+  margin: 10px 0 0 0;
+  &:hover {
+    background: #fef0f0;
+    color: #c0392b !important;
+  }
+  .icon {
+    font-size: 15px;
+    vertical-align: middle;
+  }
+}
+
+.followup-action-btns {
+  position: absolute;
+  top: 10px;
+  right: 16px;
+  display: flex;
+  gap: 8px;
+  z-index: 2;
+}
+.followup-action-btn {
+  font-weight: bold;
+  font-size: 14px;
+  border: none;
+  background: transparent;
+  border-radius: 4px;
+  padding: 2px 10px;
+  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 {
+      color: #c0392b !important;
+      background: #fef0f0;
+    }
+  }
+  .icon {
+    font-size: 15px;
+    vertical-align: middle;
+  }
+
+}
+</style>
diff --git a/src/views/crm/followup/components/FollowUpRecordForm.vue b/src/views/crm/followup/components/FollowUpRecordForm.vue
new file mode 100644
index 000000000..42ce66095
--- /dev/null
+++ b/src/views/crm/followup/components/FollowUpRecordForm.vue
@@ -0,0 +1,193 @@
+<!-- 跟进记录的添加表单 -->
+<template>
+  <Dialog v-model="dialogVisible" title="添加跟进记录" width="50%">
+    <el-form
+      ref="formRef"
+      v-loading="formLoading"
+      :model="formData"
+      :rules="formRules"
+      label-width="120px"
+    >
+      <el-row>
+        <el-col :span="12">
+          <el-form-item label="跟进方式" prop="type">
+            <el-select v-model="formData.type" placeholder="请选择跟进">
+              <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>
+        </el-col>
+        <el-col :span="12" v-if="formData.bizType == BizTypeEnum.CRM_CUSTOMER">
+          <el-form-item label="选择联系人" prop="contactIds">
+            <el-select v-model="formData.contactIds" filterable placeholder="请选择联系人">
+              <el-option v-for="item in contactOptions" :key="item.id" :label="item.name" :value="item.id" />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="24">
+          <el-form-item label="跟进内容" prop="content">
+            <Editor v-model="formData.content" height="150px" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="附件" prop="fileUrls">
+            <UploadFile v-model="formData.fileUrls" class="min-w-80px" />
+          </el-form-item>
+        </el-col>
+      </el-row>
+    </el-form>
+    <template #footer>
+      <el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
+      <el-button @click="dialogVisible = false">取 消</el-button>
+    </template>
+  </Dialog>
+</template>
+<script lang="ts" setup>
+import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
+import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
+import { BizTypeEnum } from '@/api/crm/permission'
+import * as ContactApi from '@/api/crm/contact'
+
+defineOptions({ name: 'FollowUpRecordForm' })
+
+const { t } = useI18n() // 国际化
+const message = useMessage() // 消息弹窗
+
+const dialogVisible = ref(false) // 弹窗的是否展示
+const dialogTitle = ref('') // 弹窗的标题
+const formLoading = ref(false) // 表单的加载中：1）修改时的数据加载；2）提交的按钮禁用
+// 修正表单数据类型声明，允许动态赋值
+interface FollowUpFormData {
+  bizType?: number;
+  bizId?: number;
+  type?: number;
+  content?: string;
+  nextTime?: any;
+  picUrls?: string[];
+  fileUrls?: string[];
+  businesses?: any[];
+  contacts?: any[];
+  contactIds?: number[];
+}
+const formData = ref<FollowUpFormData>({
+  bizType: undefined,
+  bizId: undefined,
+  type: undefined,
+  content: '',
+  nextTime: undefined,
+  picUrls: [],
+  fileUrls: [],
+  businesses: [],
+  contacts: [],
+  contactIds: []
+})
+const formRules = reactive({
+  type: [{ required: true, message: '跟进类型不能为空', trigger: 'change' }],
+  content: [{ required: true, message: '跟进内容不能为空', trigger: 'blur' }],
+  contactIds: [{ required: true, message: '联系人不能为空', trigger: 'change' }]
+  
+})
+
+const formRef = ref() // 表单 Ref
+const contactOptions = ref<ContactApi.ContactVO[]>([])
+const formType = ref('') // 表单的类型：create - 新增；update - 修改
+
+watch(
+  () => formData.value.bizId,
+  async (val) => {
+    if (formData.value.bizType === BizTypeEnum.CRM_CUSTOMER && val) {
+      // 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 = []
+    }
+  },
+  { immediate: true }
+)
+
+/** 打开弹窗 */
+const open = async (bizType: number, bizId: number, id?: number) => {
+  dialogVisible.value = true
+  resetForm()
+  formData.value.bizType = bizType
+  formData.value.bizId = bizId
+  if (id) {
+    formType.value = 'update'
+    formLoading.value = true
+    try {
+      const data = await FollowUpRecordApi.getFollowUpRecord(id)
+      Object.assign(formData.value, data)
+    } finally {
+      formLoading.value = false
+    }
+  } else {
+    formType.value = 'create'
+  }
+}
+defineExpose({ open }) // 提供 open 方法，用于打开弹窗
+
+/** 提交表单 */
+const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
+// 提交时contactIds直接提交
+const submitForm = async () => {
+  await formRef.value.validate()
+  formLoading.value = true
+  try {
+    // 保证contactIds始终为数组
+    let contactIds = formData.value.contactIds
+    if (!Array.isArray(contactIds)) {
+      contactIds = contactIds !== undefined && contactIds !== null ? [contactIds] : []
+    }
+    const data = {
+      ...formData.value,
+      contactIds,
+      businessIds: (formData.value.businesses || []).map((item: any) => item.id)
+    } as unknown as FollowUpRecordVO
+
+    if (formType.value === 'create') {
+      await FollowUpRecordApi.createFollowUpRecord(data)
+      message.success(t('common.createSuccess'))
+    } else {
+      await FollowUpRecordApi.updateFollowUpRecord(data)
+      message.success(t('common.updateSuccess'))
+    }
+    
+    message.success(t('common.createSuccess'))
+    dialogVisible.value = false
+    emit('success')
+  } finally {
+    formLoading.value = false
+  }
+}
+
+
+
+/** 重置表单 */
+const resetForm = () => {
+  formRef.value?.resetFields()
+  formData.value = {
+    bizId: undefined,
+    bizType: undefined,
+    type: undefined,
+    content: '',
+    nextTime: undefined,
+    picUrls: [],
+    fileUrls: [],
+    businesses: [],
+    contacts: [],
+    contactIds: []
+  }
+}
+</script>