✨ CRM：待办事项（接入合同）

(cherry picked from commit 6caa94ec47)
2024-02-24 17:55:34 +08:00 · 2024-02-24 17:55:34 +08:00 · e1c3c6017c
parent 5325c2bc30
commit e1c3c6017c
8 changed files with 183 additions and 63 deletions
--- a/src/api/crm/backlog/index.ts
+++ b/src/api/crm/backlog/index.ts
@ -1,11 +1,6 @@
 import request from '@/config/axios'
 // TODO 芋艿：融合下

-// 3. 获得分配给我的客户数量
-export const getFollowCustomerCount = async () => {
-  return await request.get({ url: '/crm/customer/follow-customer-count' })
-}
-
 // 5. 获得待审核合同数量
 export const getCheckContractCount = async () => {
  return await request.get({ url: '/crm/contract/check-contract-count' })
--- a/src/api/crm/contract/index.ts
+++ b/src/api/crm/contract/index.ts
@ -94,3 +94,13 @@ export const submitContract = async (id: number) => {
 export const transferContract = async (data: TransferReqVO) => {
  return await request.put({ url: '/crm/contract/transfer', data })
 }
+
+// 获得待审核合同数量
+export const getAuditContractCount = async () => {
+  return await request.get({ url: '/crm/contract/audit-count' })
+}
+
+// 获得即将到期（提醒）的合同数量
+export const getRemindContractCount = async () => {
+  return await request.get({ url: '/crm/contract/remind-count' })
+}
--- a/src/views/crm/backlog/components/ContractAuditList.vue
+++ b/src/views/crm/backlog/components/ContractAuditList.vue
@ -30,8 +30,14 @@

  <ContentWrap>
    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
-      <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="130" />
-      <el-table-column align="center" label="合同名称" prop="name" width="130" />
+      <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="180" />
+      <el-table-column align="center" fixed="left" label="合同名称" prop="name" width="160">
+        <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 align="center" label="客户名称" prop="customerName" width="120">
        <template #default="scope">
          <el-link
@ -43,8 +49,24 @@
          </el-link>
        </template>
      </el-table-column>
-      <!-- TODO @puhui999：做了商机详情后，可以把这个超链接加上 -->
-      <el-table-column align="center" label="商机名称" prop="businessName" width="130" />
+      <el-table-column align="center" label="商机名称" prop="businessName" width="130">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openBusinessDetail(scope.row.businessId)"
+          >
+            {{ scope.row.businessName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column
+        align="center"
+        label="合同金额（元）"
+        prop="totalPrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
      <el-table-column
        align="center"
        label="下单时间"
@ -52,13 +74,6 @@
        width="120"
        :formatter="dateFormatter2"
      />
-      <el-table-column
-        align="center"
-        label="合同金额"
-        prop="price"
-        width="130"
-        :formatter="fenToYuanFormat"
-      />
      <el-table-column
        align="center"
        label="合同开始时间"
@ -78,17 +93,24 @@
          <el-link
            :underline="false"
            type="primary"
-            @click="openContactDetail(scope.row.contactId)"
+            @click="openContactDetail(scope.row.signContactId)"
          >
-            {{ scope.row.contactName }}
+            {{ scope.row.signContactName }}
          </el-link>
        </template>
      </el-table-column>
      <el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
-      <el-table-column align="center" label="备注" prop="remark" width="130" />
+      <el-table-column align="center" label="备注" prop="remark" width="200" />
      <!-- TODO @puhui999：后续可加 【已收款金额】、【未收款金额】 -->
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="最后跟进时间"
+        prop="contactLastTime"
+        width="180px"
+      />
      <el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
-      <el-table-column align="center" label="创建人" prop="creatorName" width="120" />
+      <el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
      <el-table-column
        :formatter="dateFormatter"
        align="center"
@ -103,11 +125,24 @@
        prop="createTime"
        width="180px"
      />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="120" />
      <el-table-column align="center" fixed="right" label="合同状态" prop="auditStatus" width="120">
        <template #default="scope">
          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
        </template>
      </el-table-column>
+      <el-table-column fixed="right" label="操作" width="90">
+        <template #default="scope">
+          <el-button
+            link
+            v-hasPermi="['crm:contract:update']"
+            type="primary"
+            @click="handleProcessDetail(scope.row)"
+          >
+            查看审批
+          </el-button>
+        </template>
+      </el-table-column>
    </el-table>
    <!-- 分页 -->
    <Pagination
@ -122,9 +157,9 @@
 <script setup lang="ts" name="CheckContract">
 import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
 import * as ContractApi from '@/api/crm/contract'
-import { fenToYuanFormat } from '@/utils/formatter'
 import { DICT_TYPE } from '@/utils/dict'
 import { AUDIT_STATUS } from './common'
+import { erpPriceTableColumnFormatter } from '@/utils'

 const loading = ref(true) // 列表的加载中
 const total = ref(0) // 列表的总页数
@ -132,7 +167,8 @@ const list = ref([]) // 列表的数据
 const queryParams = reactive({
  pageNo: 1,
  pageSize: 10,
-  auditStatus: 20
+  sceneType: 1, // 我负责的
+  auditStatus: 10
 })
 const queryFormRef = ref() // 搜索的表单

@ -154,8 +190,18 @@ const handleQuery = () => {
  getList()
 }

+/** 查看审批 */
+const handleProcessDetail = (row: ContractApi.ContractVO) => {
+  push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
+}
+
+/** 打开合同详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmContractDetail', params: { id } })
+}
+
 /** 打开客户详情 */
-const { push } = useRouter() // 路由
 const openCustomerDetail = (id: number) => {
  push({ name: 'CrmCustomerDetail', params: { id } })
 }
@ -165,6 +211,16 @@ const openContactDetail = (id: number) => {
  push({ name: 'CrmContactDetail', params: { id } })
 }

+/** 打开商机详情 */
+const openBusinessDetail = (id: number) => {
+  push({ name: 'CrmBusinessDetail', params: { id } })
+}
+
+/** 激活时 */
+onActivated(async () => {
+  await getList()
+})
+
 /** 初始化 **/
 onMounted(() => {
  getList()
--- a/src/views/crm/backlog/components/ContractRemindList.vue
+++ b/src/views/crm/backlog/components/ContractRemindList.vue
@ -30,8 +30,14 @@

  <ContentWrap>
    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
-      <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="130" />
-      <el-table-column align="center" label="合同名称" prop="name" width="130" />
+      <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="180" />
+      <el-table-column align="center" fixed="left" label="合同名称" prop="name" width="160">
+        <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 align="center" label="客户名称" prop="customerName" width="120">
        <template #default="scope">
          <el-link
@ -43,8 +49,24 @@
          </el-link>
        </template>
      </el-table-column>
-      <!-- TODO @puhui999：做了商机详情后，可以把这个超链接加上 -->
-      <el-table-column align="center" label="商机名称" prop="businessName" width="130" />
+      <el-table-column align="center" label="商机名称" prop="businessName" width="130">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openBusinessDetail(scope.row.businessId)"
+          >
+            {{ scope.row.businessName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column
+        align="center"
+        label="合同金额（元）"
+        prop="totalPrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
      <el-table-column
        align="center"
        label="下单时间"
@ -52,13 +74,6 @@
        width="120"
        :formatter="dateFormatter2"
      />
-      <el-table-column
-        align="center"
-        label="合同金额"
-        prop="price"
-        width="130"
-        :formatter="fenToYuanFormat"
-      />
      <el-table-column
        align="center"
        label="合同开始时间"
@ -78,17 +93,24 @@
          <el-link
            :underline="false"
            type="primary"
-            @click="openContactDetail(scope.row.contactId)"
+            @click="openContactDetail(scope.row.signContactId)"
          >
-            {{ scope.row.contactName }}
+            {{ scope.row.signContactName }}
          </el-link>
        </template>
      </el-table-column>
      <el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
-      <el-table-column align="center" label="备注" prop="remark" width="130" />
+      <el-table-column align="center" label="备注" prop="remark" width="200" />
      <!-- TODO @puhui999：后续可加 【已收款金额】、【未收款金额】 -->
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="最后跟进时间"
+        prop="contactLastTime"
+        width="180px"
+      />
      <el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
-      <el-table-column align="center" label="创建人" prop="creatorName" width="120" />
+      <el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
      <el-table-column
        :formatter="dateFormatter"
        align="center"
@ -103,11 +125,24 @@
        prop="createTime"
        width="180px"
      />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="120" />
      <el-table-column align="center" fixed="right" label="合同状态" prop="auditStatus" width="120">
        <template #default="scope">
          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
        </template>
      </el-table-column>
+      <el-table-column fixed="right" label="操作" width="90">
+        <template #default="scope">
+          <el-button
+            link
+            v-hasPermi="['crm:contract:update']"
+            type="primary"
+            @click="handleProcessDetail(scope.row)"
+          >
+            查看审批
+          </el-button>
+        </template>
+      </el-table-column>
    </el-table>
    <!-- 分页 -->
    <Pagination
@ -125,8 +160,7 @@ import * as ContractApi from '@/api/crm/contract'
 import { fenToYuanFormat } from '@/utils/formatter'
 import { DICT_TYPE } from '@/utils/dict'
 import { CONTRACT_EXPIRY_TYPE } from './common'
-
-const { push } = useRouter() // 路由
+import { erpPriceTableColumnFormatter } from '@/utils'

 const loading = ref(true) // 列表的加载中
 const total = ref(0) // 列表的总页数
@ -134,6 +168,7 @@ const list = ref([]) // 列表的数据
 const queryParams = reactive({
  pageNo: 1,
  pageSize: 10,
+  sceneType: '1', // 自己负责的
  expiryType: 1
 })
 const queryFormRef = ref() // 搜索的表单
@ -156,6 +191,17 @@ const handleQuery = () => {
  getList()
 }

+/** 查看审批 */
+const handleProcessDetail = (row: ContractApi.ContractVO) => {
+  push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
+}
+
+/** 打开合同详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmContractDetail', params: { id } })
+}
+
 /** 打开客户详情 */
 const openCustomerDetail = (id: number) => {
  push({ name: 'CrmCustomerDetail', params: { id } })
@ -166,10 +212,18 @@ const openContactDetail = (id: number) => {
  push({ name: 'CrmContactDetail', params: { id } })
 }

+/** 打开商机详情 */
+const openBusinessDetail = (id: number) => {
+  push({ name: 'CrmBusinessDetail', params: { id } })
+}
+
+/** 激活时 */
+onActivated(async () => {
+  await getList()
+})
+
 /** 初始化 **/
 onMounted(() => {
  getList()
 })
 </script>
-
-<style scoped></style>
--- a/src/views/crm/backlog/components/CustomerFollowList.vue
+++ b/src/views/crm/backlog/components/CustomerFollowList.vue
@ -130,8 +130,8 @@ const list = ref([]) // 列表的数据
 const queryParams = ref({
  pageNo: 1,
  pageSize: 10,
-  followUpStatus: false,
-  sceneType: 1
+  sceneType: 1,
+  followUpStatus: false
 })
 const queryFormRef = ref() // 搜索的表单

@ -158,10 +158,13 @@ const openDetail = (id: number) => {
  push({ name: 'CrmCustomerDetail', params: { id } })
 }

+/** 激活时 */
+onActivated(async () => {
+  await getList()
+})
+
 /** 初始化 **/
 onMounted(() => {
  getList()
 })
 </script>
-
-<style scoped></style>
--- a/src/views/crm/backlog/components/common.ts
+++ b/src/views/crm/backlog/components/common.ts
@ -20,8 +20,9 @@ export const CONTACT_STATUS = [

 /** 审批状态 */
 export const AUDIT_STATUS = [
-  { label: '已审批', value: 20 },
-  { label: '待审批', value: 10 }
+  { label: '待审批', value: 10 },
+  { label: '审核通过', value: 20 },
+  { label: '审核不通过', value: 30 }
 ]

 /** 回款提醒类型 */
--- a/src/views/crm/backlog/index.vue
+++ b/src/views/crm/backlog/index.vue
@ -17,9 +17,9 @@
    <el-col :span="20" :xs="24">
      <CustomerTodayContactList v-if="leftMenu === 'customerTodayContact'" />
      <ClueFollowList v-if="leftMenu === 'clueFollow'" />
-      <CheckContract v-if="leftMenu === 'checkContract'" />
+      <ContractAuditList v-if="leftMenu === 'contractAudit'" />
      <CheckReceivables v-if="leftMenu === 'checkReceivables'" />
-      <EndContract v-if="leftMenu === 'endContract'" />
+      <ContractRemindList v-if="leftMenu === 'contractRemind'" />
      <CustomerFollowList v-if="leftMenu === 'customerFollow'" />
      <CustomerPutPoolRemindList v-if="leftMenu === 'customerPutPoolRemind'" />
      <RemindReceivables v-if="leftMenu === 'remindReceivables'" />
@ -33,25 +33,26 @@ import CustomerFollowList from './components/CustomerFollowList.vue'
 import CustomerTodayContactList from './components/CustomerTodayContactList.vue'
 import CustomerPutPoolRemindList from './components/CustomerPutPoolRemindList.vue'
 import ClueFollowList from './components/ClueFollowList.vue'
-import CheckContract from './tables/CheckContract.vue'
-import CheckReceivables from './tables/CheckReceivables.vue'
-import EndContract from './tables/EndContract.vue'
+import ContractAuditList from './components/ContractAuditList.vue'
+import ContractRemindList from './components/ContractRemindList.vue'
 import RemindReceivables from './tables/RemindReceivables.vue'
+import CheckReceivables from './tables/CheckReceivables.vue'
 import * as CustomerApi from '@/api/crm/customer'
 import * as ClueApi from '@/api/crm/clue'
+import * as ContractApi from '@/api/crm/contract'

 defineOptions({ name: 'CrmBacklog' })

 const leftMenu = ref('customerTodayContact')

-const customerTodayContactCount = ref(0)
 const clueFollowCount = ref(0)
 const customerFollowCount = ref(0)
 const customerPutPoolRemindCount = ref(0)
-const checkContractCount = ref(0)
+const customerTodayContactCount = ref(0)
+const contractAuditCount = ref(0)
+const contractRemindCount = ref(0)
 const checkReceivablesCount = ref(0)
 const remindReceivablesCount = ref(0)
-const endContractCount = ref(0)

 const leftSides = ref([
  {
@ -76,8 +77,8 @@ const leftSides = ref([
  },
  {
    name: '待审核合同',
-    menu: 'checkContract',
-    count: checkContractCount
+    menu: 'contractAudit',
+    count: contractAuditCount
  },
  {
    name: '待审核回款',
@ -91,8 +92,8 @@ const leftSides = ref([
  },
  {
    name: '即将到期的合同',
-    menu: 'endContract',
-    count: endContractCount
+    menu: 'contractRemind',
+    count: contractRemindCount
  }
 ])

@ -110,10 +111,10 @@ const getCount = () => {
  )
  CustomerApi.getFollowCustomerCount().then((count) => (customerFollowCount.value = count))
  ClueApi.getFollowClueCount().then((count) => (clueFollowCount.value = count))
-  BacklogApi.getCheckContractCount().then((count) => (checkContractCount.value = count))
+  ContractApi.getAuditContractCount().then((count) => (contractAuditCount.value = count))
+  ContractApi.getRemindContractCount().then((count) => (contractRemindCount.value = count))
  BacklogApi.getCheckReceivablesCount().then((count) => (checkReceivablesCount.value = count))
  BacklogApi.getRemindReceivablePlanCount().then((count) => (remindReceivablesCount.value = count))
-  BacklogApi.getEndContractCount().then((count) => (endContractCount.value = count))
 }

 /** 激活时 */
--- a/src/views/crm/contract/index.vue
+++ b/src/views/crm/contract/index.vue
@ -79,7 +79,7 @@
      <el-tab-pane label="下属负责的" name="3" />
    </el-tabs>
    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
-      <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="160" />
+      <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="180" />
      <el-table-column align="center" fixed="left" label="合同名称" prop="name" width="160">
        <template #default="scope">
          <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">