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admin-vue3
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Merge branch 'master' of https://gitee.com/guochang-hongyun/warm-kingdom-vue3-oa

pull/781/head
felix 2025-05-03 10:19:50 +08:00
parent 822633023c 4e22cb8e37
commit eef3422c43
70 changed files with 5340 additions and 1337 deletions
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2
.env
View File

@ -2,7 +2,7 @@
VITE_APP_TITLE=暖界办公
# 项目本地运行端口号
VITE_PORT=81
VITE_PORT=80
# open 运行 npm run dev 时自动打开浏览器
VITE_OPEN=true

2
.env.dev
View File

@ -34,4 +34,4 @@ VITE_MALL_H5_DOMAIN='http://8.130.12.151'
VITE_APP_CAPTCHA_ENABLE=false
# GoView域名
VITE_GOVIEW_URL='http://127.0.0.1:3000'
VITE_GOVIEW_URL='http://8.130.12.151:3000'

2
.env.local
View File

@ -4,7 +4,7 @@ NODE_ENV=development
VITE_DEV=true
# 请求路径
VITE_BASE_URL='http://172.22.3.6:48080'
VITE_BASE_URL='http://127.0.0.1:48080'
# 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=server

2
.env.test
View File

@ -4,7 +4,7 @@ NODE_ENV=production
VITE_DEV=false
# 请求路径
VITE_BASE_URL='http://localhost:48080'
VITE_BASE_URL='http://172.22.3.168:48080'
# 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=server

5
src/api/crm/business/index.ts
View File

@ -61,6 +61,11 @@ export const getSimpleBusinessList = async () => {
return await request.get({ url: `/crm/business/simple-all-list` })
}
// 获得 CRM 我的商机列表
export const getSelfSimpleBusinessList = async () => {
return await request.get({ url: `/crm/business/self-simple-list` })
}
// 新增 CRM 商机
export const createBusiness = async (data: BusinessVO) => {
return await request.post({ url: `/crm/business/create`, data })

2
src/api/crm/business/status/index.ts
View File

@ -15,7 +15,7 @@ export const DEFAULT_STATUSES = [
{
endStatus: 1,
key: '结束',
name: '赢单',
name: '成交',
percent: 100
},
{

25
src/api/crm/contract/index.ts
View File

@ -78,6 +78,11 @@ export const getContract = async (id: number) => {
return await request.get({ url: `/crm/contract/get?id=` + id })
}
// 查询 CRM 合同详情
export const getChangeContract = async (id: number) => {
return await request.get({ url: `/crm/contract/getChangeContract?contractChangeId=` + id })
}
// 查询 CRM 合同下拉列表
export const getContractSimpleList = async (customerId: number) => {
return await request.get({
@ -115,6 +120,11 @@ export const transferContract = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/contract/transfer', data })
}
// 合同变更
export const changeContract = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/contract/changeContract', data })
}
// 获得待审核合同数量
export const getAuditContractCount = async () => {
return await request.get({ url: '/crm/contract/audit-count' })
@ -125,6 +135,16 @@ export const getRemindContractCount = async () => {
return await request.get({ url: '/crm/contract/remind-count' })
}
// 合作主主体
export const getOrg = async (params) => {
return await request.get({ url: '/system/organizations/page', params })
}
// 合作主主体详情
export const getOrgInfo = async (params) => {
return await request.get({ url: '/system/organizations/get?id=' + params })
}
// ==================== 子表（CRM 合同产品关联） ====================
// 获得CRM 合同产品关联列表
@ -151,3 +171,8 @@ export const getContractAAuthorizedPersonListByContractId = async (contractId) =
export const getContractBAuthorizedPersonListByContractId = async (contractId) => {
return await request.get({ url: `/crm/contract/contract-B-authorized-person/list-by-contract-id?contractId=` + contractId })
}
// 获得合同乙方授权人信息列表
export const quotationTimes = async (contractId) => {
return await request.get({ url: `/crm/contract/quotationTimes?id=` + contractId })
}

61
src/api/crm/customer/index.ts
View File

@ -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
@ -101,6 +152,16 @@ export const getCustomerSimpleList = async () => {
return await request.get({ url: `/crm/customer/simple-list` })
}
// 我的客户列表
export const getSelfCustomerSimpleList = async () => {
return await request.get({ url: `/crm/customer/self-simple-list` })
}
// 模糊查询公司
export const getCompanyList = async (params) => {
return await request.get({ url: `/crm/customer/fuzzyQueryCompany`, params })
}
// ======================= 业务操作 =======================
// 客户转移

3
src/api/crm/permission/index.ts
View File

@ -34,7 +34,8 @@ export enum BizTypeEnum {
CRM_CONTRACT = 5, // 合同
CRM_PRODUCT = 6, // 产品
CRM_RECEIVABLE = 7, // 回款
CRM_RECEIVABLE_PLAN = 8 // 回款计划
CRM_RECEIVABLE_PLAN = 8, // 回款计划
CRM_QUOTATION = 9 // 报价
}
/**

5
src/api/crm/quotation/index.ts
View File

@ -65,6 +65,11 @@ export const QuotationApi = {
return await request.download({ url: `/crm/quotation/export-excel`, params })
},
// 提交审核
submitContract: async (id: number) => {
return await request.put({ url: `/crm/quotation/submit?id=${id}` })
},
// ==================== 子表（CRM 报价产品关联） ====================
// 获得CRM 报价产品关联列表

4
src/api/crm/statistics/funnel.ts
View File

@ -3,7 +3,7 @@ import request from '@/config/axios'
export interface CrmStatisticFunnelRespVO {
customerCount: number // 客户数
businessCount: number // 商机数
businessWinCount: number // 赢单数
businessWinCount: number // 成交数
}
export interface CrmStatisticsBusinessSummaryByDateRespVO {
@ -15,7 +15,7 @@ export interface CrmStatisticsBusinessSummaryByDateRespVO {
export interface CrmStatisticsBusinessInversionRateSummaryByDateRespVO {
time: string // 时间
businessCount: number // 商机数量
businessWinCount: number // 赢单商机数
businessWinCount: number // 成交商机数
}
// 客户分析 API

158
src/components/contact/index.vue Normal file
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@ -0,0 +1,158 @@
<template>
<Dialog title="添加联系人" v-model="dialogVisible" width="50%">
<!-- 搜索工作栏 -->
<el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef"
:inline="true"
label-width="100px"
>
<el-form-item label="姓名" prop="name">
<el-input
v-model="queryParams.name"
class="!w-240px"
clearable
placeholder="请输入姓名"
@keyup.enter="handleQuery"
/>
</el-form-item>
<el-form-item>
<el-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
搜索
</el-button>
<el-button @click="resetQuery">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
</el-form-item>
</el-form>
<!-- 列表 -->
<ContentWrap>
<el-table ref="multipleTableRef" v-loading="loading" :data="list" @selection-change="handleSelectionChange" :row-key="getRowKey" :stripe="true" :show-overflow-tooltip="true">
<el-table-column label="序号" align="center" type="selection" :reserve-selection="true" />
<el-table-column label="联系人姓名" align="center" prop="name" />
<el-table-column align="center" label="电话" prop="telephone" width="130" />
<el-table-column align="center" label="职位" prop="post" width="120" />
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/>
</ContentWrap>
<template #footer>
<el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
<el-button @click="dialogVisible = false">取 消</el-button>
</template>
</Dialog>
</template>
<script setup lang="ts">
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
import * as ContactApi from '@/api/crm/contact'
import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import { BillTemplateApi, BillTemplateVO } from '@/api/crm/billtemplate'
/** 票据模版 列表 */
defineOptions({ name: 'BillTemplate' })
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<BillTemplateVO[]>([]) // 列表的数据
const total = ref(0) // 列表的总页数
const multipleSelection = ref([])
const dialogVisible = ref(false) // 弹窗的是否展示
const multipleTableRef = ref()
const selectedRowKeys = ref<number[]>([]);
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
name: undefined,
customerId: undefined
})
const queryFormRef = ref() // 搜索的表单
const exportLoading = ref(false) // 导出的加载中
/** 打开弹窗 */
const open = async (data: [], id) => {
dialogVisible.value = true
multipleSelection.value = data
console.log('%csrc/components/contact/index.vue:91 id', 'color: #007acc;', id);
queryParams.customerId = id
await getList()
await setSelections()
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
// 跨页唯一id
const getRowKey = (row) => {
return row.id
}
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
const data = await ContactApi.getContactPage(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
const handleSelectionChange = (val: []) => {
multipleSelection.value = val
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 重置按钮操作 */
const resetQuery = () => {
queryFormRef.value.resetFields()
multipleTableRef.value.clearSelection()
handleQuery()
}
const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
const submitForm = async () => {
// 提交请求
dialogVisible.value = false
// 发送操作成功的事件
emit('success', multipleSelection.value)
}
const setSelections = async () => {
const selections = multipleSelection.value.map(item => {
return {
id: item.id
}
})
console.log('%csrc/components/product/index.vue:153 list.value', 'color: #007acc;', multipleSelection);
if (selections && selections.length > 0) {
list.value.forEach((row: any) => {
if (selections.some(item => item.id === row.id)) {
multipleTableRef.value.toggleRowSelection(row, true); // 设置选择状态。
}
});
} else {
multipleTableRef.value.clearSelection(); // 如果没有保存的选择，则清空当前页的选择。
}
}
</script>

158
src/components/user/index.vue Normal file
View File

@ -0,0 +1,158 @@
<template>
<Dialog title="添加员工" v-model="dialogVisible" width="50%">
<!-- 搜索工作栏 -->
<el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef"
:inline="true"
label-width="100px"
>
<el-form-item label="单位名称" prop="name">
<el-input
v-model="queryParams.name"
placeholder="请输入单位名称"
clearable
class="!w-240px"
/>
</el-form-item>
<el-form-item>
<el-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
搜索
</el-button>
<el-button @click="resetQuery">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
</el-form-item>
</el-form>
<!-- 列表 -->
<ContentWrap>
<el-table ref="multipleTableRef" v-loading="loading" :data="list" @selection-change="handleSelectionChange" :row-key="getRowKey" :stripe="true" :show-overflow-tooltip="true">
<el-table-column label="序号" align="center" type="selection" :reserve-selection="true" />
<el-table-column label="姓名" align="center" prop="nickname" />
<el-table-column label="部门" align="center" prop="deptName" width="160" />
</el-table>
<!-- 分页 -->
<!-- <Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/> -->
</ContentWrap>
<template #footer>
<el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
<el-button @click="dialogVisible = false">取 消</el-button>
</template>
</Dialog>
</template>
<script setup lang="ts">
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
import * as ProductApi from '@/api/crm/product'
import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import { BillTemplateApi, BillTemplateVO } from '@/api/crm/billtemplate'
import * as UserApi from '@/api/system/user'
/** 票据模版 列表 */
defineOptions({ name: 'BillTemplate' })
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<BillTemplateVO[]>([]) // 列表的数据
const total = ref(0) // 列表的总页数
const multipleSelection = ref([])
const dialogVisible = ref(false) // 弹窗的是否展示
const multipleTableRef = ref()
const selectedRowKeys = ref<number[]>([]);
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
name: undefined,
status: 1,
})
const queryFormRef = ref() // 搜索的表单
const exportLoading = ref(false) // 导出的加载中
/** 打开弹窗 */
const open = async (data: []) => {
console.log('%csrc/components/product/index.vue:102 data', 'color: #007acc;', data);
dialogVisible.value = true
multipleSelection.value = data
await getList()
await setSelections()
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
// 跨页唯一id
const getRowKey = (row) => {
return row.id
}
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
// 获得用户列表
// userOptions.value = await UserApi.getSimpleUserList()
const data = await UserApi.getSimpleUserList()
list.value = data
// total.value = data.total
} finally {
loading.value = false
}
}
const handleSelectionChange = (val: []) => {
multipleSelection.value = val
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 重置按钮操作 */
const resetQuery = () => {
queryFormRef.value.resetFields()
multipleTableRef.value.clearSelection()
handleQuery()
}
const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
const submitForm = async () => {
// 提交请求
dialogVisible.value = false
// 发送操作成功的事件
emit('success', multipleSelection.value)
}
const setSelections = async () => {
const selections = multipleSelection.value.map(item => {
return {
id: item.productId
}
})
console.log('%csrc/components/product/index.vue:153 list.value', 'color: #007acc;', list.value);
if (selections && selections.length > 0) {
list.value.forEach((row: any) => {
if (selections.some(item => item.id === row.id)) {
multipleTableRef.value.toggleRowSelection(row, true); // 设置选择状态。
}
});
} else {
multipleTableRef.value.clearSelection(); // 如果没有保存的选择，则清空当前页的选择。
}
}
</script>

64
src/router/modules/remaining.ts
View File

@ -541,7 +541,7 @@ const remainingRouter: AppRouteRecordRaw[] = [
title: '票据模版新增',
noCache: true,
hidden: true,
activeMenu: '/crm/business'
activeMenu: '/crm/bill-template'
},
component: () => import('@/views/crm/billtemplate/BillTemplateForm.vue')
},
@ -552,18 +552,19 @@ const remainingRouter: AppRouteRecordRaw[] = [
title: '票据模版编辑',
noCache: true,
hidden: true,
activeMenu: '/crm/business'
activeMenu: '/crm/bill-template'
},
component: () => import('@/views/crm/billtemplate/BillTemplateForm.vue')
},
{
path: 'business/quotationAdd',
path: 'quotation/QuotationForm',
name: 'QuotationAdd',
meta: {
title: '方案报价新增',
noCache: true,
canTo: true,
hidden: true,
activeMenu: '/crm/business'
activeMenu: '/crm/quotation'
},
component: () => import('@/views/crm/quotation/QuotationForm.vue')
},
@ -574,18 +575,19 @@ const remainingRouter: AppRouteRecordRaw[] = [
title: '方案报价编辑',
noCache: true,
hidden: true,
activeMenu: '/crm/business'
activeMenu: '/crm/quotation'
},
component: () => import('@/views/crm/quotation/QuotationForm.vue')
},
{
path: 'business/quotationDetail',
path: 'quotation/QuotationDetail',
name: 'QuotationDetail',
meta: {
title: '方案报价详情',
noCache: true,
canTo: true,
hidden: true,
activeMenu: '/crm/business'
activeMenu: '/crm/quotation'
},
component: () => import('@/views/crm/quotation/QuotationDetail.vue')
},
@ -612,11 +614,57 @@ const remainingRouter: AppRouteRecordRaw[] = [
component: () => import('@/views/crm/business/BusinessForm.vue')
},
{
path: 'contract/detail/:id',
path: 'contract/add',
name: 'CrmContractAdd',
meta: {
title: '合同新增',
noCache: true,
hidden: true,
activeMenu: '/crm/contract'
},
component: () => import('@/views/crm/contract/ContractForm.vue')
},
{
path: 'contract/edit',
name: 'CrmContractEdit',
meta: {
title: '合同编辑',
noCache: true,
hidden: true,
activeMenu: '/crm/contract'
},
component: () => import('@/views/crm/contract/ContractForm.vue')
},
{
path: 'contract/ContractChange',
name: 'CrmContractChange',
meta: {
title: '合同变更',
noCache: true,
hidden: true,
activeMenu: '/crm/contract'
},
component: () => import('@/views/crm/contract/ContractChange.vue')
},
{
path: 'contract/detail/ContractChangeDetail',
name: 'CrmContractChangeDetail',
meta: {
title: '合同变更详情',
noCache: true,
canTo: true,
hidden: true,
activeMenu: '/crm/contract'
},
component: () => import('@/views/crm/contract/detail/ContractChangeDetail.vue')
},
{
path: 'contract/detail/index',
name: 'CrmContractDetail',
meta: {
title: '合同详情',
noCache: true,
canTo: true,
hidden: true,
activeMenu: '/crm/contract'
},

1
src/utils/dict.ts
View File

@ -225,6 +225,7 @@ export enum DICT_TYPE {
CRM_RETURN_VISIT_STSTUS = "crm_return_visit_type", //CRM 回访类型
CRM_COMPLAINT_METHOD = "crm_complaint_method", // 投诉方式
CRM_COMPLAINT_LEVEL = "crm_complaint_level", // 投诉级别
TECH_SUPPORT = "tech_support", // 是否
// 商机账期
PAYMENT_TERM = "payment_term", // 投诉级别

334
src/views/Home/Index.vue
View File

@ -1,339 +1,11 @@
<template>
<div>
<el-card shadow="never">
<el-skeleton :loading="loading" animated>
<el-row :gutter="16" justify="space-between">
<el-col :xl="12" :lg="12" :md="12" :sm="24" :xs="24">
<div class="flex items-center">
<el-avatar :src="avatar" :size="70" class="mr-16px">
<img src="@/assets/imgs/avatar.gif" alt="" />
</el-avatar>
<div>
<div class="text-20px">
{{ t('workplace.welcome') }} {{ username }} {{ t('workplace.happyDay') }}
</div>
<div class="mt-10px text-14px text-gray-500">
{{ t('workplace.toady') }}，20℃ - 32℃！
</div>
</div>
</div>
</el-col>
</el-row>
</el-skeleton>
</el-card>
<useWatermark />
</div>
<el-row class="mt-8px" :gutter="8" justify="space-between">
<el-col :xl="16" :lg="16" :md="24" :sm="24" :xs="24" class="mb-8px">
<el-card shadow="never" class="mt-8px">
<el-skeleton :loading="loading" animated>
<el-row :gutter="20" justify="space-between">
<el-col :xl="10" :lg="10" :md="24" :sm="24" :xs="24">
<el-card shadow="hover" class="mb-8px">
<el-skeleton :loading="loading" animated>
<Echart :options="pieOptionsData" :height="280" />
</el-skeleton>
</el-card>
</el-col>
<el-col :xl="14" :lg="14" :md="24" :sm="24" :xs="24">
<el-card shadow="hover" class="mb-8px">
<el-skeleton :loading="loading" animated>
<Echart :options="barOptionsData" :height="280" />
</el-skeleton>
</el-card>
</el-col>
</el-row>
</el-skeleton>
</el-card>
</el-col>
<el-col :xl="8" :lg="8" :md="24" :sm="24" :xs="24" class="mb-8px">
<el-card shadow="never">
<template #header>
<div class="h-3 flex justify-between">
<span>{{ t('workplace.shortcutOperation') }}</span>
</div>
</template>
<el-skeleton :loading="loading" animated>
<el-row>
<el-col v-for="item in shortcut" :key="`team-${item.name}`" :span="8" class="mb-8px">
<div class="flex items-center">
<Icon :icon="item.icon" class="mr-8px" :style="{ color: item.color }" />
<el-link type="default" :underline="false" @click="handleShortcutClick(item.url)">
{{ item.name }}
</el-link>
</div>
</el-col>
</el-row>
</el-skeleton>
</el-card>
<el-card shadow="never" class="mt-8px">
<template #header>
<div class="h-3 flex justify-between">
<span>{{ t('workplace.notice') }}</span>
<el-link type="primary" :underline="false">{{ t('action.more') }}</el-link>
</div>
</template>
<el-skeleton :loading="loading" animated>
<div v-for="(item, index) in notice" :key="`dynamics-${index}`">
<div class="flex items-center">
<el-avatar :src="avatar" :size="35" class="mr-16px">
<img src="@/assets/imgs/avatar.gif" alt="" />
</el-avatar>
<div>
<div class="text-14px">
<Highlight :keys="item.keys.map((v) => t(v))">
{{ item.type }} : {{ item.title }}
</Highlight>
</div>
<div class="mt-16px text-12px text-gray-400">
{{ formatTime(item.date, 'yyyy-MM-dd') }}
</div>
</div>
</div>
<el-divider />
</div>
</el-skeleton>
</el-card>
</el-col>
</el-row>
</template>
<script lang="ts" setup>
import { set } from 'lodash-es'
import { EChartsOption } from 'echarts'
import { formatTime } from '@/utils'
import useWatermark from '@/views/bpm/processInstance/create/index.vue'
import { useUserStore } from '@/store/modules/user'
import { useWatermark } from '@/hooks/web/useWatermark'
import type { WorkplaceTotal, Project, Notice, Shortcut } from './types'
import { pieOptions, barOptions } from './echarts-data'
import { useRouter } from 'vue-router'
defineOptions({ name: 'Home' })
const { t } = useI18n()
const router = useRouter()
const userStore = useUserStore()
const { setWatermark } = useWatermark()
const loading = ref(true)
const avatar = userStore.getUser.avatar
const username = userStore.getUser.nickname
const pieOptionsData = reactive<EChartsOption>(pieOptions) as EChartsOption
// 获取统计数
let totalSate = reactive<WorkplaceTotal>({
project: 0,
access: 0,
todo: 0
})
const getCount = async () => {
const data = {
project: 40,
access: 2340,
todo: 10
}
totalSate = Object.assign(totalSate, data)
}
// 获取项目数
let projects = reactive<Project[]>([])
const getProject = async () => {
const data = [
{
name: 'ruoyi-vue-pro',
icon: 'simple-icons:springboot',
message: 'github.com/YunaiV/ruoyi-vue-pro',
personal: 'Spring Boot 单体架构',
time: new Date('2025-01-02'),
color: '#6DB33F'
},
{
name: 'yudao-ui-admin-vue3',
icon: 'ep:element-plus',
message: 'github.com/yudaocode/yudao-ui-admin-vue3',
personal: 'Vue3 + element-plus 管理后台',
time: new Date('2025-02-03'),
color: '#409EFF'
},
{
name: 'yudao-ui-mall-uniapp',
icon: 'icon-park-outline:mall-bag',
message: 'github.com/yudaocode/yudao-ui-mall-uniapp',
personal: 'Vue3 + uniapp 商城手机端',
time: new Date('2025-03-04'),
color: '#ff4d4f'
},
{
name: 'yudao-cloud',
icon: 'material-symbols:cloud-outline',
message: 'github.com/YunaiV/yudao-cloud',
personal: 'Spring Cloud 微服务架构',
time: new Date('2025-04-05'),
color: '#1890ff'
},
{
name: 'yudao-ui-admin-vben',
icon: 'devicon:antdesign',
message: 'github.com/yudaocode/yudao-ui-admin-vben',
personal: 'Vue3 + vben5(antd) 管理后台',
time: new Date('2025-05-06'),
color: '#e18525'
},
{
name: 'yudao-ui-admin-uniapp',
icon: 'ant-design:mobile',
message: 'github.com/yudaocode/yudao-ui-admin-uniapp',
personal: 'Vue3 + uniapp 管理手机端',
time: new Date('2025-06-01'),
color: '#2979ff'
}
]
projects = Object.assign(projects, data)
}
// 获取通知公告
let notice = reactive<Notice[]>([])
const getNotice = async () => {
const data = [
// {
// title: '系统支持 JDK 8/17/21，Vue 2/3',
// type: '技术兼容性',
// keys: ['JDK', 'Vue'],
// date: new Date()
// },
// {
// title: '后端提供 Spring Boot 2.7/3.2 + Cloud 双架构',
// type: '架构灵活性',
// keys: ['Boot', 'Cloud'],
// date: new Date()
// },
// {
// title: '全部开源，个人与企业可 100% 直接使用，无需授权',
// type: '开源免授权',
// keys: ['无需授权'],
// date: new Date()
// },
// {
// title: '国内使用最广泛的快速开发平台，远超 10w+ 企业使用',
// type: '广泛企业认可',
// keys: ['最广泛', '10w+'],
// date: new Date()
// }
]
notice = Object.assign(notice, data)
}
// 获取快捷入口
let shortcut = reactive<Shortcut[]>([])
const getShortcut = async () => {
const data = [
{
name: '首页',
icon: 'ion:home-outline',
url: '/',
color: '#1fdaca'
},
{
name: '商城中心',
icon: 'ep:shop',
url: '/mall/home',
color: '#ff6b6b'
},
{
name: 'AI 大模型',
icon: 'tabler:ai',
url: '/ai/chat',
color: '#7c3aed'
},
{
name: 'ERP 系统',
icon: 'simple-icons:erpnext',
url: '/erp/home',
color: '#3fb27f'
},
{
name: 'CRM 系统',
icon: 'simple-icons:civicrm',
url: '/crm/backlog',
color: '#4daf1bc9'
},
{
name: 'IoT 物联网',
icon: 'fa-solid:hdd',
url: '/iot/home',
color: '#1a73e8'
}
]
shortcut = Object.assign(shortcut, data)
}
// 用户来源
const getUserAccessSource = async () => {
const data = [
{ value: 335, name: 'analysis.directAccess' },
{ value: 310, name: 'analysis.mailMarketing' },
{ value: 234, name: 'analysis.allianceAdvertising' },
{ value: 135, name: 'analysis.videoAdvertising' },
{ value: 1548, name: 'analysis.searchEngines' }
]
set(
pieOptionsData,
'legend.data',
data.map((v) => t(v.name))
)
pieOptionsData!.series![0].data = data.map((v) => {
return {
name: t(v.name),
value: v.value
}
})
}
const barOptionsData = reactive<EChartsOption>(barOptions) as EChartsOption
// 周活跃量
const getWeeklyUserActivity = async () => {
const data = [
{ value: 13253, name: 'analysis.monday' },
{ value: 34235, name: 'analysis.tuesday' },
{ value: 26321, name: 'analysis.wednesday' },
{ value: 12340, name: 'analysis.thursday' },
{ value: 24643, name: 'analysis.friday' },
{ value: 1322, name: 'analysis.saturday' },
{ value: 1324, name: 'analysis.sunday' }
]
set(
barOptionsData,
'xAxis.data',
data.map((v) => t(v.name))
)
set(barOptionsData, 'series', [
{
name: t('analysis.activeQuantity'),
data: data.map((v) => v.value),
type: 'bar'
}
])
}
const getAllApi = async () => {
await Promise.all([
getCount(),
getProject(),
getNotice(),
getShortcut(),
getUserAccessSource(),
getWeeklyUserActivity()
])
loading.value = false
}
const handleProjectClick = (message: string) => {
window.open(`https://${message}`, '_blank')
}
const handleShortcutClick = (url: string) => {
router.push(url)
}
getAllApi()
</script>

6
src/views/Login/components/LoginForm.vue
View File

@ -116,8 +116,8 @@
</el-row>
</el-form-item>
</el-col>
<el-divider content-position="center">{{ t('login.otherLogin') }}</el-divider>
<el-col :span="24" style="padding-right: 10px; padding-left: 10px">
<!-- <el-divider content-position="center">{{ t('login.otherLogin') }}</el-divider> -->
<!-- <el-col :span="24" style="padding-right: 10px; padding-left: 10px">
<el-form-item>
<div class="w-[100%] flex justify-between">
<Icon
@ -131,7 +131,7 @@
/>
</div>
</el-form-item>
</el-col>
</el-col> -->
</el-row>
</el-form>
</template>

2
src/views/bpm/task/todo/index.vue
View File

@ -148,7 +148,7 @@
prop="processInstanceId"
:show-overflow-tooltip="true"
/>
<el-table-column align="center" label="任务编号" prop="id" :show-overflow-tooltip="true" />
<!-- <el-table-column align="center" label="任务编号" prop="id" :show-overflow-tooltip="true" /> -->
<el-table-column align="center" label="操作" fixed="right" width="80">
<template #default="scope">
<el-button link type="primary" @click="handleAudit(scope.row)">办理</el-button>

9
src/views/crm/backlog/components/CustomerFollowList.vue
View File

@ -31,21 +31,22 @@
<!-- 列表 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="客户名称" fixed="left" prop="name" width="160">
<el-table-column align="center" label="客户名称" fixed="left" prop="name" width="220">
<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="信用统一代码" prop="creditNo" width="180" />
<el-table-column align="center" label="客户来源" prop="source" width="100">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
</template>
</el-table-column>
<el-table-column label="手机" align="center" prop="mobile" width="120" />
<el-table-column label="电话" align="center" prop="telephone" width="130" />
<el-table-column label="邮箱" align="center" prop="email" width="180" />
<!-- <el-table-column label="手机" align="center" prop="mobile" width="120" />-->
<!-- <el-table-column label="电话" align="center" prop="telephone" width="130" />-->
<!-- <el-table-column label="邮箱" align="center" prop="email" width="180" />-->
<el-table-column align="center" label="客户级别" prop="level" width="135">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="scope.row.level" />

9
src/views/crm/backlog/components/CustomerPutPoolRemindList.vue
View File

@ -29,21 +29,22 @@
</ContentWrap>
<ContentWrap>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="客户名称" fixed="left" prop="name" width="160">
<el-table-column align="center" label="客户名称" fixed="left" prop="name" width="220">
<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="信用统一代码" prop="creditNo" width="180" />
<el-table-column align="center" label="客户来源" prop="source" width="100">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
</template>
</el-table-column>
<el-table-column label="手机" align="center" prop="mobile" width="120" />
<el-table-column label="电话" align="center" prop="telephone" width="130" />
<el-table-column label="邮箱" align="center" prop="email" width="180" />
<!-- <el-table-column label="手机" align="center" prop="mobile" width="120" />-->
<!-- <el-table-column label="电话" align="center" prop="telephone" width="130" />-->
<!-- <el-table-column label="邮箱" align="center" prop="email" width="180" />-->
<el-table-column align="center" label="客户级别" prop="level" width="135">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="scope.row.level" />

9
src/views/crm/backlog/components/CustomerTodayContactList.vue
View File

@ -43,21 +43,22 @@
</ContentWrap>
<ContentWrap>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="客户名称" fixed="left" prop="name" width="160">
<el-table-column align="center" label="客户名称" fixed="left" prop="name" width="220">
<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="信用统一代码" prop="creditNo" width="180" />
<el-table-column align="center" label="客户来源" prop="source" width="100">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
</template>
</el-table-column>
<el-table-column label="手机" align="center" prop="mobile" width="120" />
<el-table-column label="电话" align="center" prop="telephone" width="130" />
<el-table-column label="邮箱" align="center" prop="email" width="180" />
<!-- <el-table-column label="手机" align="center" prop="mobile" width="120" />-->
<!-- <el-table-column label="电话" align="center" prop="telephone" width="130" />-->
<!-- <el-table-column label="邮箱" align="center" prop="email" width="180" />-->
<el-table-column align="center" label="客户级别" prop="level" width="135">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="scope.row.level" />

22
src/views/crm/backlog/index.vue
View File

@ -93,11 +93,11 @@ const leftSides = ref([
// menu: 'receivablePlanRemind',
// count: receivablePlanRemindCount
// },
// {
// name: '即将到期的合同',
// menu: 'contractRemind',
// count: contractRemindCount
// }
{
name: '即将到期的合同',
menu: 'contractRemind',
count: contractRemindCount
}
])
/** 侧边点击 */
@ -113,13 +113,13 @@ const getCount = () => {
(count) => (customerPutPoolRemindCount.value = count)
)
CustomerApi.getFollowCustomerCount().then((count) => (customerFollowCount.value = count))
ClueApi.getFollowClueCount().then((count) => (clueFollowCount.value = count))
// ClueApi.getFollowClueCount().then((count) => (clueFollowCount.value = count))
ContractApi.getAuditContractCount().then((count) => (contractAuditCount.value = count))
ContractApi.getRemindContractCount().then((count) => (contractRemindCount.value = count))
ReceivableApi.getAuditReceivableCount().then((count) => (receivableAuditCount.value = count))
ReceivablePlanApi.getReceivablePlanRemindCount().then(
(count) => (receivablePlanRemindCount.value = count)
)
// ContractApi.getRemindContractCount().then((count) => (contractRemindCount.value = count))
// ReceivableApi.getAuditReceivableCount().then((count) => (receivableAuditCount.value = count))
// ReceivablePlanApi.getReceivablePlanRemindCount().then(
// (count) => (receivablePlanRemindCount.value = count)
// )
}
/** 激活时 */

14
src/views/crm/billtemplate/BillTemplateForm.vue
View File

@ -120,7 +120,19 @@ const open = async (id?: number, customerId?: number) => {
formLoading.value = true
try {
formData.value = await BillTemplateApi.getBillTemplate(id)
formData.value.products = formData.value.productItems
formData.value.products = formData.value.productItems.map(v => {
return {
category: v.category,
detailType: v.detailType,
productName: v.name,
productId: v.productId,
productInvoice: v.productInvoice,
productInvoiceItems: v.productInvoiceItems,
serviceFeeInvoice: v.serviceFeeInvoice,
serviceFeeInvoiceItems: v.serviceFeeInvoiceItems,
productUnit: v.unit
}
})
} finally {
formLoading.value = false
}

11
src/views/crm/billtemplate/components/index.vue
View File

@ -44,7 +44,7 @@
</el-table-column>
<el-table-column label="产品开具项目" fixed="right" min-width="140">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productInvoiceItems`" class="mb-0px!">
<el-form-item :prop="`${$index}.productInvoiceItems`" :rules="formRules.productInvoiceItems" class="mb-0px!">
<el-select v-model="row.productInvoiceItems" placeholder="请选择状态" clearable class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_INVOICE_ITEMS)"
@ -58,7 +58,7 @@
</el-table-column>
<el-table-column label="服务费票据" prop="serviceFeeInvoice" fixed="right" min-width="140">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.serviceFeeInvoice`" class="mb-0px!">
<el-form-item :prop="`${$index}.serviceFeeInvoice`" :rules="formRules.serviceFeeInvoice" class="mb-0px!">
<el-select v-model="row.serviceFeeInvoice" placeholder="请选择状态" clearable class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_SERVICE_FEE_INVOICE)"
@ -72,7 +72,7 @@
</el-table-column>
<el-table-column label="服务开具项目" prop="serviceFeeInvoiceItems" fixed="right" min-width="140">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.serviceFeeInvoiceItems`" class="mb-0px!">
<el-form-item :prop="`${$index}.serviceFeeInvoiceItems`" :rules="formRules.serviceFeeInvoiceItems" class="mb-0px!">
<el-select v-model="row.serviceFeeInvoiceItems" placeholder="请选择状态" clearable class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_SERVICE_FEE_INVOICE_ITEMS)"
@ -92,7 +92,7 @@
</el-table>
</el-form>
<el-row justify="center" class="mt-3" v-if="!disabled">
<el-button @click="handleAdd" round>+ 添加产品</el-button>
<el-button @click="handleAdd" type="primary" round>+ 添加产品</el-button>
</el-row>
<!-- 表单弹窗：添加/修改 -->
@ -112,7 +112,7 @@ const formLoading = ref(false) // 表单的加载中
const formData = ref([])
const formRules = reactive({
productInvoice: [{ required: true, message: '产品票据不能为空', trigger: 'change' }],
getIntDictOptions: [{ required: true, message: '产品开具项目不能为空', trigger: 'change' }],
productInvoiceItems: [{ required: true, message: '产品开具项目不能为空', trigger: 'change' }],
serviceFeeInvoice: [{ required: true, message: '服务费票据不能为空', trigger: 'change' }],
serviceFeeInvoiceItems: [{ required: true, message: '服务开具项目不能为空', trigger: 'change' }]
})
@ -130,7 +130,6 @@ watch(
const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
const getList = (val: []) => {
console.log('%csrc/views/crm/billtemplate/components/index.vue:133 object', 'color: #007acc;', formData.value);
for(let i = formData.value.length - 1; i >= 0; i--) {
let obj = formData.value[i]
if(!val.some(v => v.id === obj.productId)) formData.value.splice(i, 1)

2
src/views/crm/billtemplate/index.vue
View File

@ -77,7 +77,7 @@
<dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
</template>
</el-table-column>
<el-table-column label="创建人" align="center" prop="creator" />
<el-table-column label="创建人" align="center" prop="creatorName" />
<el-table-column
label="创建时间"
align="center"

90
src/views/crm/business/BusinessForm.vue
View File

@ -10,15 +10,15 @@
<el-row>
<el-col :span="8">
<el-form-item label="商机名称" prop="name">
<el-input v-model="formData.name" placeholder="请输入商机名称" />
<el-input v-model="formData.name" :disabled="type" clearable placeholder="请输入商机名称" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="负责人" prop="ownerUserId">
<el-form-item label="线索拓展人" prop="ownerUserId">
<el-select
v-model="formData.ownerUserId"
:disabled="formType"
placeholder="请选择负责人"
disabled
placeholder="请选择线索拓展人"
class="w-1/1"
>
<el-option
@ -34,7 +34,9 @@
<el-form-item label="需求提交人" prop="requestorUserId">
<el-select
v-model="formData.requestorUserId"
:disabled="formType"
clearable
:disabled="formType || type"
placeholder="请选择需求提交人"
class="w-1/1"
>
@ -50,8 +52,10 @@
<el-col :span="8">
<el-form-item label="客户名称" prop="customerId">
<el-select
:disabled="formData.customerDefault"
:disabled="formData.customerDefault || type"
v-model="formData.customerId"
clearable
filterable
placeholder="请选择客户"
class="w-1/1"
>
@ -70,8 +74,10 @@
<el-tree-select
v-model="formData.deptId"
:data="deptTree"
:disabled="type"
:props="defaultProps"
filterable
clearable
check-strictly
node-key="id"
placeholder="请选择归属部门"
@ -85,7 +91,7 @@
placeholder="请选择商机状态组"
clearable
class="w-1/1"
:disabled="formType"
:disabled="formType || type"
>
<el-option
v-for="item in statusTypeList"
@ -101,6 +107,7 @@
<el-date-picker
v-model="formData.dealTime"
type="date"
:disabled="type"
value-format="x"
placeholder="选择预计成交日期"
class="!w-1/1"
@ -109,7 +116,7 @@
</el-col>
<el-col :span="8">
<el-form-item label="销售阶段" prop="saleStage">
<el-select v-model="formData.saleStage" placeholder="请选择销售阶段">
<el-select v-model="formData.saleStage" :disabled="type" clearable placeholder="请选择销售阶段">
<el-option
v-for="dict in getIntDictOptions('sale_stage')"
:key="dict.value"
@ -119,11 +126,12 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="账期" prop="paymentTerm">
<el-select v-model="formData.paymentTerm" @change="changePayment" placeholder="请选择账期">
<el-form-item label="授信方式" prop="creditMethod">
<el-select v-model="formData.creditMethod" :disabled="type" clearable placeholder="请选择授信方式">
<el-option
v-for="dict in getStrDictOptions(DICT_TYPE.PAYMENT_TERM)"
v-for="dict in getIntDictOptions('credit_method')"
:key="dict.value"
:label="dict.label"
:value="dict.value"
@ -132,10 +140,10 @@
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="授信方式" prop="creditMethod">
<el-select v-model="formData.creditMethod" placeholder="请选择授信方式">
<el-form-item label="账期" prop="paymentTerm">
<el-select v-model="formData.paymentTerm" :disabled="type" @change="changePayment" clearable placeholder="请选择账期">
<el-option
v-for="dict in getIntDictOptions('credit_method')"
v-for="dict in getStrDictOptions(DICT_TYPE.PAYMENT_TERM)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
@ -163,20 +171,20 @@
</el-col>
<el-col :span="8">
<el-form-item label="技术需求支持" prop="techSupport">
<el-radio-group v-model="formData.techSupport">
<el-radio-group v-model="formData.techSupport" :disabled="type">
<el-radio
v-for="dict in getBoolDictOptions('tech_support')"
v-for="dict in getStrDictOptions(DICT_TYPE.TECH_SUPPORT)"
:key="dict.value"
:value="dict.value"
:value="dict.value == 2 ? true : false"
>
{{ dict.label }}
</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-col :span="24">
<el-form-item label="备注" prop="remark">
<el-input type="textarea" v-model="formData.remark" placeholder="请输入备注" />
<el-input type="textarea" :disabled="type" v-model="formData.remark" clearable placeholder="请输入备注" />
</el-form-item>
</el-col>
</el-row>
@ -187,7 +195,7 @@
<BusinessProductForm
ref="productFormRef"
:products="formData.products"
:disabled="disabled"
:disabled="type"
@success="setList"
/>
</el-tab-pane>
@ -195,7 +203,7 @@
</ContentWrap>
<el-row>
<el-col :span="8">
<el-form-item label="线上总金额" prop="onlinePrice">
<el-form-item label="线上总金额（元）" prop="onlinePrice">
<el-input
disabled
v-model="formData.onlinePrice"
@ -204,7 +212,7 @@
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="线下总金额" prop="offlinePrice">
<el-form-item label="线下总金额（元）" prop="offlinePrice">
<el-input
disabled
v-model="formData.offlinePrice"
@ -213,7 +221,7 @@
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="总金额" prop="totalPrice">
<el-form-item label="总金额（元）" prop="totalPrice">
<el-input
disabled
v-model="formData.totalPrice"
@ -223,7 +231,7 @@
</el-col>
</el-row>
</el-form>
<div style="text-align: right">
<div style="text-align: right" v-if="!type">
<el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
<el-button @click="goBack">取 消</el-button>
</div>
@ -242,7 +250,7 @@ import { useUserStore } from '@/store/modules/user';
import { defaultProps, handleTree } from '@/utils/tree';
import BusinessProductForm from './components/BusinessProductForm.vue';
import { erpPriceMultiply, erpPriceInputFormatter } from '@/utils';
import { number } from 'vue-types';
import { propTypes } from '@/utils/propTypes'
const { proxy }: any = getCurrentInstance();
const { t } = useI18n();
@ -275,21 +283,28 @@ const formData = ref({
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
techSupport: undefined,
techSupport: false,
products: []
});
const formRules = reactive({
name: [{ required: true, message: '商机名称不能为空', 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' }],
statusTypeId: [{ required: true, message: '商机状态组不能为空', trigger: 'blur' }]
statusTypeId: [{ required: true, message: '商机状态组不能为空', trigger: 'blur' }],
saleStage: [{ required: true, message: '销售阶段不能为空', trigger: 'change' }],
paymentTerm: [{ required: true, message: '账期不能为空', trigger: 'change' }],
creditMethod: [{ required: true, message: '授信方式不能为空', trigger: 'change' }],
techSupport: [{ required: true, message: '技术需求支持不能为空', trigger: 'change' }],
});
const formRef = ref();
const userOptions = ref<UserApi.UserVO[]>([]);
const statusTypeList = ref([]);
const customerList = ref([]);
const deptTree = ref();
const props = defineProps({
type: propTypes.number.def(undefined)
})
const subTabsName = ref('product');
const productFormRef = ref();
@ -323,8 +338,7 @@ watch(
watch(
() => formData.value.totalPrice,
(newProducts) => {
console.log('%csrc/views/crm/business/BusinessForm.vue:326 111', 'color: #007acc;', 111);
formData.value.creditLimit = parseInt(newProducts / 365 * formData.value.creditCalcCycle)
formData.value.creditLimit = parseInt(newProducts / 365 * formData.value.creditCalcCycle) || ''
},
{ deep: true }
@ -349,9 +363,6 @@ const open = async (id?: number, customerId?: number) => {
}
}
if (!formType.value) {
formData.value.ownerUserId = useUserStore().getUser.id;
}
};
const setList = (newProducts) => {
@ -370,10 +381,12 @@ const daysInMonth = new Date(currentDate.getFullYear(), currentMonth, 0).getDate
const { push } = useRouter()
const submitForm = async () => {
if (!productFormRef.value) return;
const valid = await productFormRef.value.validate();
const productFormRef1 = await productFormRef.value.validate();
if (!productFormRef1) return;
const valid = await formRef.value.validate();
if (!valid) return;
formLoading.value = true;
try {
const data = formData.value as unknown as BusinessApi.BusinessVO;
@ -407,6 +420,7 @@ const resetForm = () => {
totalPrice: 0,
products: [],
contactId: undefined,
techSupport: 1,
customerDefault: false
};
formRef.value?.resetFields();
@ -414,11 +428,11 @@ const resetForm = () => {
const route = useRoute();
onMounted(async () => {
console.log('%csrc/views/crm/business/BusinessForm.vue:406 getStrDictOptions(DICT_TYPE.PAYMENT_TERM)', 'color: #007acc;', getStrDictOptions(DICT_TYPE.PAYMENT_TERM));
const customerId = route.query.customerId;
formType.value = route.query.id;
formData.value.ownerUserId = customerId ? '' : useUserStore().getUser.id;
formType.value = route.query.id || route.params.id;
if (formType.value) open(formType.value, customerId)
customerList.value = await CustomerApi.getCustomerSimpleList();
customerList.value = await CustomerApi.getSelfCustomerSimpleList();
statusTypeList.value = await BusinessStatusApi.getBusinessStatusTypeSimpleList();
userOptions.value = await UserApi.getSimpleUserList();
deptTree.value = handleTree(await DeptApi.getSimpleDeptList());

4
src/views/crm/business/BusinessUpdateStatusForm.vue
View File

@ -12,13 +12,13 @@
<el-option
v-for="item in statusList"
:key="item.id"
:label="item.name + '(赢单率：' + item.percent + '%)'"
:label="item.name + '(成交率：' + item.percent + '%)'"
:value="item.id"
/>
<el-option
v-for="item in BusinessStatusApi.DEFAULT_STATUSES"
:key="item.endStatus"
:label="item.name + '(赢单率：' + item.percent + '%)'"
:label="item.name + '(成交率：' + item.percent + '%)'"
:value="-item.endStatus"
/>
</el-select>

21
src/views/crm/business/components/BusinessList.vue
View File

@ -5,7 +5,7 @@
<Icon class="mr-5px" icon="ep:opportunity" />
创建商机
</el-button>
<el-button
<!-- <el-button
@click="openBusinessModal"
v-hasPermi="['crm:contact:create-business']"
v-if="queryParams.contactId"
@ -18,7 +18,7 @@
v-if="queryParams.contactId"
>
<Icon class="mr-5px" icon="ep:remove" />解除关联
</el-button>
</el-button> -->
</el-row>
<!-- 列表 -->
@ -41,7 +41,7 @@
<el-table-column
label="商机金额"
align="center"
prop="price"
prop="totalPrice"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column label="客户名称" align="center" prop="customerName" />
@ -57,19 +57,13 @@
/>
</ContentWrap>
<!-- 关联商机选择弹框 -->
<BusinessListModal
ref="businessModalRef"
:customer-id="props.customerId"
@success="createContactBusinessList"
/>
<BusinessForm ref="businessModalRef" :customerId="props.bizId" @success="getData" />
</template>
<script setup lang="ts">
import * as BusinessApi from '@/api/crm/business'
import * as ContactApi from '@/api/crm/contact'
import BusinessForm from './../BusinessForm.vue'
import BusinessForm from './BusinessListModal.vue'
import { BizTypeEnum } from '@/api/crm/permission'
import BusinessListModal from './BusinessListModal.vue'
import { erpPriceTableColumnFormatter } from '@/utils'
const message = useMessage() // 消息
@ -120,6 +114,11 @@ const getList = async () => {
}
}
const getData = (val,data) => {
list.value = data
console.log('%csrc/views/crm/business/components/BusinessList.vue:118 val', 'color: #007acc;', val, data.value);
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1

8
src/views/crm/business/components/BusinessListModal.vue
View File

@ -1,5 +1,5 @@
<template>
<Dialog title="关联商机" v-model="dialogVisible">
<Dialog title="关联商机" v-model="dialogVisible" width="50%">
<!-- 搜索工作栏 -->
<ContentWrap>
<el-form
@ -21,9 +21,7 @@
<el-form-item>
<el-button @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 type="primary" @click="openForm()" v-hasPermi="['crm:business:create']">
<Icon icon="ep:plus" class="mr-5px" /> 新增
</el-button>
</el-form-item>
</el-form>
</ContentWrap>
@ -69,7 +67,7 @@
</template>
<!-- 表单弹窗：添加 -->
<BusinessForm ref="formRef" @success="getList" />
<!-- <BusinessForm ref="formRef" @success="getList" /> -->
</Dialog>
</template>
<script setup lang="ts">

38
src/views/crm/business/components/BusinessProductForm.vue
View File

@ -10,26 +10,35 @@
>
<el-table :data="formData" class="-mt-10px">
<el-table-column label="序号" type="index" align="center" width="60" />
<el-table-column label="产品名称" align="center" prop="productName" />
<el-table-column label="产品名称" align="left" prop="productName" width="200" />
<el-table-column label="产品类别" align="center" prop="category" width="160">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_CATEGORY" :value="scope.row.category" />
</template>
</el-table-column>
<el-table-column label="产品明细" align="center" prop="detailType" width="160">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_DETAIL_TYPE" :value="scope.row.detailType" />
<el-table-column label="产品明细" align="center" prop="detailType" width="240">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.detailType`" :rules="formRules.detailType" class="mb-0px!">
<el-select v-model="row.detailType" placeholder="请选择状态" >
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_DETAIL_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="单位" min-width="80">
<el-table-column label="单位" align="center" min-width="80">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="scope.row.productUnit" />
</template>
</el-table-column>
<el-table-column label="线上价格（元）" fixed="right" min-width="140">
<el-table-column label="线上价格（元）" fixed="right" min-width="100">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.onlinePrice`" class="mb-0px!">
<el-form-item :prop="`${$index}.onlinePrice`" :rules="formRules.onlinePrice" class="mb-0px!">
<el-input-number
v-model="row.onlinePrice"
controls-position="right"
@ -40,9 +49,9 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column label="线下价格（元）" fixed="right" min-width="140">
<el-table-column label="线下价格（元）" fixed="right" min-width="100">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.offlinePrice`" class="mb-0px!">
<el-form-item :prop="`${$index}.offlinePrice`" :rules="formRules.offlinePrice" class="mb-0px!">
<el-input-number
v-model="row.offlinePrice"
controls-position="right"
@ -53,14 +62,14 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column label="合计" prop="totalPrice" fixed="right" min-width="140">
<el-table-column label="合计(元)" prop="totalPrice" fixed="right" min-width="100">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.totalPrice`" class="mb-0px!">
<el-input disabled v-model="row.totalPrice" :formatter="erpPriceInputFormatter" />
</el-form-item>
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="60">
<el-table-column align="center" fixed="right" label="操作" width="60" v-if="!disabled">
<template #default="{ $index }">
<el-button @click="handleDelete($index)" link>—</el-button>
</template>
@ -68,7 +77,7 @@
</el-table>
</el-form>
<el-row justify="center" class="mt-3" v-if="!disabled">
<el-button @click="handleAdd" round>+ 添加产品</el-button>
<el-button @click="handleAdd" type="primary" round>+ 添加产品</el-button>
</el-row>
<!-- 表单弹窗：添加/修改 -->
<ProductForm ref="productRef" @success="getList" />
@ -84,8 +93,11 @@ import { DICT_TYPE, getIntDictOptions } from '@/utils/dict';
const formLoading = ref(false); // 表单的加载中
const formData = ref([]); // 表单数据
const formRules = reactive({
detailType: [{ required: true, message: '产品明细不能为空', trigger: 'blur' }],
productId: [{ required: true, message: '产品不能为空', trigger: 'blur' }],
businessPrice: [{ required: true, message: '合同价格不能为空', trigger: 'blur' }]
businessPrice: [{ required: true, message: '合同价格不能为空', trigger: 'blur' }],
onlinePrice: [{ required: true, message: '线上价格（元）不能为空', trigger: 'blur' }],
offlinePrice: [{ required: true, message: '线下价格（元）不能为空', trigger: 'blur' }]
});
const formRef = ref(null); // 表单 Ref
const productList = ref<ProductApi.ProductVO[]>([]); // 产品列表

48
src/views/crm/business/detail/BusinessDetailsInfo.vue
View File

@ -1,55 +1,11 @@
<template>
<ContentWrap>
<el-collapse v-model="activeNames">
<el-collapse-item name="basicInfo">
<template #title>
<span class="text-base font-bold">基本信息</span>
</template>
<el-descriptions :column="4">
<el-descriptions-item label="商机姓名">{{ business.name }}</el-descriptions-item>
<el-descriptions-item label="客户名称">{{ business.customerName }}</el-descriptions-item>
<el-descriptions-item label="商机金额（元）">
{{ erpPriceInputFormatter(business.totalPrice) }}
</el-descriptions-item>
<el-descriptions-item label="预计成交日期">
{{ formatDate(business.dealTime) }}
</el-descriptions-item>
<el-descriptions-item label="下次联系时间">
{{ formatDate(business.contactNextTime) }}
</el-descriptions-item>
<el-descriptions-item label="商机状态组">
{{ business.statusTypeName }}
</el-descriptions-item>
<el-descriptions-item label="商机阶段">{{ business.statusName }}</el-descriptions-item>
<el-descriptions-item label="备注">{{ business.remark }}</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
<el-collapse-item name="systemInfo">
<template #title>
<span class="text-base font-bold">系统信息</span>
</template>
<el-descriptions :column="4">
<el-descriptions-item label="负责人">{{ business.ownerUserName }}</el-descriptions-item>
<el-descriptions-item label="最后跟进时间">
{{ formatDate(business.contactLastTime) }}
</el-descriptions-item>
<el-descriptions-item label="">&nbsp;</el-descriptions-item>
<el-descriptions-item label="">&nbsp;</el-descriptions-item>
<el-descriptions-item label="创建人">{{ business.creatorName }}</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ formatDate(business.createTime) }}
</el-descriptions-item>
<el-descriptions-item label="更新时间">
{{ formatDate(business.updateTime) }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
</el-collapse>
<BusinessForm :type="1" />
</ContentWrap>
</template>
<script setup lang="ts">
import * as BusinessApi from '@/api/crm/business'
import { formatDate } from '@/utils/formatTime'
import BusinessForm from '../BusinessForm.vue'
import { erpPriceInputFormatter } from '@/utils'
const { business } = defineProps<{

16
src/views/crm/business/detail/index.vue
View File

@ -1,8 +1,8 @@
<template>
<BusinessDetailsHeader v-loading="loading" :business="business">
<el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', business.id)">
<!-- <el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', business.id)">
编辑
</el-button>
</el-button> -->
<el-button
v-if="permissionListRef?.validateWrite"
:disabled="business.endStatus"
@ -31,12 +31,12 @@
:customer-id="business.customerId"
/>
</el-tab-pane>
<el-tab-pane label="产品">
<!-- <el-tab-pane label="产品">
<BusinessProductList :business="business" />
</el-tab-pane>
<el-tab-pane label="合同" lazy>
</el-tab-pane> -->
<!-- <el-tab-pane label="合同" lazy>
<ContractList :biz-id="business.id!" :biz-type="BizTypeEnum.CRM_BUSINESS" />
</el-tab-pane>
</el-tab-pane> -->
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
@ -53,7 +53,6 @@
</el-col>
<!-- 表单弹窗：添加/修改 -->
<BusinessForm ref="formRef" @success="getBusiness" />
<BusinessUpdateStatusForm ref="statusFormRef" @success="getBusiness" />
<CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_BUSINESS" @success="close" />
</template>
@ -95,9 +94,10 @@ const getBusiness = async () => {
}
/** 编辑 */
const { push } = useRouter()
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
push({ name: 'CrmBusinesseEdit', query: { id: business.id, customerId: business.value.customerId } })
}
/** 变更商机状态 */

10
src/views/crm/business/index.vue
View File

@ -52,15 +52,15 @@
<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="商机名称" prop="name" width="160">
<el-table-column align="center" fixed="left" label="商机名称" prop="name" width="200">
<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" fixed="left" label="客户名称" prop="customerName" width="120">
<template #default="scope">
<el-table-column align="center" label="客户名称" prop="customerName" width="220">
<!-- <template #default="scope">
<el-link
:underline="false"
type="primary"
@ -68,7 +68,7 @@
>
{{ scope.row.customerName }}
</el-link>
</template>
</template> -->
</el-table-column>
<el-table-column
:formatter="erpPriceTableColumnFormatter"
@ -118,14 +118,12 @@
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
<el-table-column
align="center"
fixed="right"
label="商机状态组"
prop="statusTypeName"
width="140"
/>
<el-table-column
align="center"
fixed="right"
label="商机阶段"
prop="statusName"
width="120"

4
src/views/crm/business/status/BusinessStatusForm.vue
View File

@ -42,12 +42,12 @@
<el-text v-else>{{ row.name }}</el-text>
</template>
</el-table-column>
<el-table-column width="140" align="center" label="赢单率（%）" prop="percent">
<el-table-column width="140" align="center" label="成交率（%）" prop="percent">
<template #default="{ row }">
<el-input-number
v-if="!row.endStatus"
v-model="row.percent"
placeholder="请输入赢单率"
placeholder="请输入成交率"
controls-position="right"
:min="0"
:max="100"

13
src/views/crm/contact/ContactForm.vue
View File

@ -74,13 +74,6 @@
<el-input v-model="formData.wechat" placeholder="请输入微信" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="QQ" prop="qq">
<el-input v-model="formData.qq" placeholder="请输入 QQ" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="职位" prop="post">
<el-input v-model="formData.post" placeholder="请输入职位" />
@ -99,8 +92,6 @@
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="性别" prop="sex">
<el-select v-model="formData.sex" placeholder="请选择" class="w-1/1">
@ -113,7 +104,7 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<!-- <el-col :span="12">
<el-form-item label="直属上级" prop="parentId">
<el-select v-model="formData.parentId" filterable placeholder="请选择直属上级" class="w-1/1">
<el-option
@ -125,7 +116,7 @@
/>
</el-select>
</el-form-item>
</el-col>
</el-col> -->
</el-row>
<el-row>
<el-col :span="12">

14
src/views/crm/contact/index.vue
View File

@ -56,7 +56,7 @@
@keyup.enter="handleQuery"
/>
</el-form-item>
<el-form-item label="微信" prop="wechat">
<!-- <el-form-item label="微信" prop="wechat">
<el-input
v-model="queryParams.wechat"
class="!w-240px"
@ -64,8 +64,8 @@
placeholder="请输入微信"
@keyup.enter="handleQuery"
/>
</el-form-item>
<el-form-item label="电子邮箱" prop="email">
</el-form-item>-->
<!-- <el-form-item label="电子邮箱" prop="email">
<el-input
v-model="queryParams.email"
class="!w-240px"
@ -73,7 +73,7 @@
placeholder="请输入电子邮箱"
@keyup.enter="handleQuery"
/>
</el-form-item>
</el-form-item>-->
<el-form-item>
<el-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
@ -116,8 +116,8 @@
</el-link>
</template>
</el-table-column>
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120">
<template #default="scope">
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="220">
<!-- <template #default="scope">
<el-link
:underline="false"
type="primary"
@ -125,7 +125,7 @@
>
{{ scope.row.customerName }}
</el-link>
</template>
</template> -->
</el-table-column>
<el-table-column align="center" label="手机" prop="mobile" width="120" />
<el-table-column align="center" label="电话" prop="telephone" width="130" />

489
src/views/crm/contract/ContractChange.vue Normal file
View File

@ -0,0 +1,489 @@
<template>
<ContentWrap class="mt-10px">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="120px"
>
<el-row>
<!-- <el-col :span="8">
<el-form-item label="合同查询" prop="quotationId">
<el-select
@change="handleQuotationChange"
v-model="formData.quotationId"
class="w-1/1"
>
<el-option
v-for="item in quotationList"
:key="item.id"
:label="item.no"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col> -->
<el-col :span="8">
<el-form-item label="客户名称" prop="customerId">
<el-select
v-model="formData.customerId"
disabled=""
placeholder="请选择客户"
class="w-1/1"
>
<el-option
v-for="item in contactList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="协议编码" prop="name">
<el-input v-model="formData.processInstanceId" disabled placeholder="协议编码" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同状态" prop="quotationId">
<el-select v-model="formData.auditStatus" disabled clearable placeholder="请选择合同状态">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="协议截止日期" prop="endTime">
<el-date-picker
v-model="formData.endTime"
disabled
type="date"
value-format="x"
placeholder="请选择协议截止日期"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="变更项目" prop="endTime">
<el-radio-group v-model="formData.changeItem">
<el-radio :value="1">额度</el-radio>
<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">关联</el-radio>
<el-radio :value="6">重签</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<!-- 子表的表单 -->
<ContentWrap>
<ContractChangeLimit
v-if="formData.changeItem == 1"
ref="limitFormRef"
:data="formData"
:disabled="disabled"
/>
<div v-if="formData.changeItem == 2">
<ContentWrap style="border: none">
甲方现授权人信息
</ContentWrap>
<ContractAuthPersonInfo
ref="personDataRef"
:products="formData.contractAAuthorizedPersons"
/>
<ContentWrap style="border: none">
甲方授权人
</ContentWrap>
<ContractBAuthorizedPersonForm ref="ContractBAuthorizedPersonFormRef" :customerId="formData.customerId" :contract-id="formData.id" />
</div>
<ContracExtension ref="contractExtensionFormRef" v-if="formData.changeItem == 3" :data="formData" />
<ContractStop ref="contractStopFormRef" :formData="formData" v-if="formData.changeItem == 4" />
<ContractAAuthorizedCompanyForm ref="contractAAuthorizedCompanyFormRef1" v-if="formData.changeItem == 5" :data="formData.contractAAuthorizedCompanys" />
<ContractForm ref="contractFormRef" :type="1" :formData="formData" v-if="formData.changeItem == 6" />
</ContentWrap>
</el-form>
<div style="text-align: right">
<el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
<el-button @click="goBack">取 消</el-button>
</div>
</ContentWrap>
</template>
<script lang="ts" setup>
import { getIntDictOptions, DICT_TYPE } from '@/utils/dict'
import * as CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import * as ContactApi from '@/api/crm/contact'
import * as UserApi from '@/api/system/user'
import { QuotationApi,QuotationVO } from '@/api/crm/quotation'
import { erpPriceMultiply, erpPriceInputFormatter, jsonParse } from '@/utils'
import { useUserStore } from '@/store/modules/user'
import ContractChangeLimit from '@/views/crm/contract/components/ContractChangeLimit.vue'
import ContractAuthPersonInfo from '@/views/crm/contract/components/ContractAuthPersonInfo.vue'
import ContracExtension from '@/views/crm/contract/components/ContractExtension.vue'
import ContractStop from '@/views/crm/contract/components/ContracStop.vue'
import ContractProductForm from '@/views/crm/contract/components/ContractProductForm.vue'
import ContractAAuthorizedCompanyForm from './components/ContractAAuthorizedCompanyForm.vue'
import ContractBAuthorizedPersonForm from './components/ContractAAuthorizedPersonForm.vue'
import ContractForm from './ContractForm.vue'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
const { proxy }: any = getCurrentInstance();
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const formData = ref({
authPerson: [],
id: undefined,
name: undefined,
no: undefined,
customerId: undefined,
quotationId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
startTime: undefined,
endTime: undefined,
penaltyRate: undefined,
latePaymentRate: undefined,
settleMethod: undefined,
lastPayDate: undefined,
contractTerm: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
offlinePrice: undefined,
onlinePrice: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
afterSaleUserId: undefined,
collUserId: undefined,
totalPrice: undefined,
contractBody: undefined,
contractAgreement: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
quotationTimes: undefined,
changeItem: 1,
products: []
})
const formRules = reactive({
name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }],
customerId: [{ required: true, message: '客户不能为空', 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' }]
})
const formRef = ref() // 表单 Ref
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const customerList = ref([]) // 客户列表的数据
const quotationList = ref<QuotationVO[]>([])
const contactList = ref<ContactApi.ContactVO[]>([])
/** 子表的表单 */
const subTabsName = ref('limit')
const ContractBAuthorizedPersonFormRef = ref()
const contractAAuthorizedCompanyFormRef1 = ref()
const limitFormRef = ref()
const contractExtensionFormRef = ref()
const contractStopFormRef = ref()
const contractFormRef = ref()
/** 计算 discountPrice、totalPrice 价格 */
watch(
() => formData.value,
(val) => {
if (!val) {
return
}
// const totalPrice = val.products.reduce((prev, curr) => prev + curr.totalPrice, 0)
// 赋值
// formData.value.totalPrice = totalPrice
},
{ deep: true }
)
/** 打开弹窗 */
const open = async (type: string) => {
if (type) {
formLoading.value = true
try {
let data = await ContractApi.getContract(type)
formData.value = Object.assign(formData.value, data)
} finally {
formLoading.value = false
}
}
}
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
const submitForm = async () => {
// 校验表单
if (!formRef) return
const valid = await formRef.value.validate()
if (!valid) return
// const Authalid = await contractAAuthorizedCompanyFormRef.value.validate()
// if (!Authalid) return
// const Authalid1 = await contractAAuthorizedCompanyFormRef1.value.validate()
// if (!Authalid1) return
if(ContractBAuthorizedPersonFormRef.value) {
const Authalid = await ContractBAuthorizedPersonFormRef.value.validate()
if (!Authalid) return
}
if(contractAAuthorizedCompanyFormRef1.value) {
const Authalid1 = await contractAAuthorizedCompanyFormRef1.value.validate()
if (!Authalid1) return
}
if(limitFormRef.value) {
const limitValid = await limitFormRef.value.validate()
if (!limitValid) return
}
if(contractExtensionFormRef.value) {
const extensionValid = await contractExtensionFormRef.value.validate()
if (!extensionValid) return
}
if(contractStopFormRef.value) {
const stopValid = await contractStopFormRef.value.validate()
if (!stopValid) return
}
if(contractFormRef.value) {
const contractValid = await contractFormRef.value.validate()
if (!contractValid) return
}
// const stopValid = await contractStopFormRef.value.validate()
// if (!stopValid) return
// const contractValid = await contractFormRef.value.validate()
// if (!contractValid) return
// 提交请求
formLoading.value = true
try {
const data = unref(JSON.parse(JSON.stringify(formData.value))) as unknown as ContractApi.ContractVO
// 拼接子表的数据
let proChangeObj = {
1: limitFormRef,
2: ContractBAuthorizedPersonFormRef,
3: contractExtensionFormRef,
4: contractStopFormRef,
5: contractAAuthorizedCompanyFormRef1,
6: contractFormRef
}
let dataFormList = proChangeObj[formData.value.changeItem].value.getData()
data[proChangeObj[formData.value.changeItem]] = dataFormList
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.contractId = data.id
delete data.id
await ContractApi.changeContract(data)
message.success(t('common.createSuccess'))
dialogVisible.value = false
// 发送操作成功的事件
emit('success')
goBack()
} finally {
formLoading.value = false
}
}
const goBack = ()=> {
proxy.$router.go(-1)
}
/** 重置表单 */
const resetForm = () => {
formData.value = {
id: undefined,
name: undefined,
no: undefined,
customerId: undefined,
quotationId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
startTime: undefined,
endTime: undefined,
penaltyRate: undefined,
latePaymentRate: undefined,
settleMethod: undefined,
lastPayDate: undefined,
contractTerm: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
offlinePrice: undefined,
onlinePrice: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
afterSaleUserId: undefined,
collUserId: undefined,
totalPrice: undefined,
contractBody: undefined,
contractAgreement: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
quotationTimes: undefined,
changeItem: 1,
products: []
}
formRef.value?.resetFields()
}
/** 处理商机变化 */
const handleQuotationChange = async (quotationId: number) => {
if (!quotationId) return
try {
const quotation = await QuotationApi.getQuotation(quotationId)
formData.value.products = quotation.products;
formData.value.customerId = quotation.customerId;
formData.value.invoiceTemplateId = quotation.invoiceTemplateId;
formData.value.ownerUserId = quotation.ownerUserId;
formData.value.expanderUserId = quotation.expanderUserId;
formData.value.pricingUserId = quotation.pricingUserId;
formData.value.signUserId = quotation.signUserId;
formData.value.signPhoneNumber = quotation.signPhoneNumber;
formData.value.signEmail = quotation.signEmail;
formData.value.signWechat = quotation.signWechat;
formData.value.partnerCompanyId = quotation.partnerCompanyId;
formData.value.creditLimit = quotation.creditLimit;
formData.value.creditMethod = quotation.creditMethod;
formData.value.creditCalcCycle = quotation.creditCalcCycle;
formData.value.deptId = quotation.deptId;
formData.value.offlinePrice = quotation.offlinePrice;
formData.value.onlinePrice = quotation.onlinePrice;
formData.value.totalPrice = quotation.totalPrice;
// 🔁 自动加载客户详情
await onCustomerChange(quotation.customerId);
} catch (err) {
} finally {
}
}
const onCustomerChange = async (customerId: string) => {
if (!customerId) return;
try {
formLoading.value = true;
const customerRes = await CustomerApi.getCustomer(customerId);
formData.value.cooperationType = customerRes.cooperationType;
formData.value.companyType = customerRes.companyType;
formData.value.listingStatus = customerRes.listingStatus;
formData.value.financingInfo = customerRes.financingInfo;
formData.value.paidInCapital = customerRes.paidInCapital;
formData.value.insuredCount = customerRes.insuredCount;
formData.value.establishmentDate = customerRes.establishmentDate;
formData.value.enterpriseType = customerRes.enterpriseType;
formData.value.businessStatus = customerRes.businessStatus;
formData.value.defendantRecord = customerRes.defendantRecord;
formData.value.businessAbnormal = customerRes.businessAbnormal;
formData.value.equityPledge = customerRes.equityPledge;
formData.value.dishonestRecord = customerRes.dishonestRecord;
formData.value.financingRecord = customerRes.financingRecord;
formData.value.enforcementRecord = customerRes.enforcementRecord;
} catch (err) {
console.error('获取客户详情失败:', err);
} finally {
formLoading.value = false;
}
}
/** 动态获取客户联系人 */
const getContactOptions = computed(() =>
contactList.value.filter((item) => item.customerId == formData.value.customerId)
)
const route = useRoute();
onMounted(async () => {
formType.value = route.query.id;
if (formType.value) open(formType.value)
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleList()
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
// 获得报价列表
quotationList.value = await QuotationApi.getSimpleQuotationList()
// 默认新建时选中自己
// if (formType.value === 'create') {
// formData.value.ownerUserId = useUserStore().getUser.id
// }
// 获取联系人
contactList.value = await ContactApi.getSimpleContactList()
});
</script>

784
src/views/crm/contract/ContractForm.vue
View File

@ -1,5 +1,5 @@
<template>
<Dialog v-model="dialogVisible" :title="dialogTitle" width="1280">
<ContentWrap class="mt-10px">
<el-form
ref="formRef"
v-loading="formLoading"
@ -7,25 +7,26 @@
:rules="formRules"
label-width="120px"
>
<ContentWrap style="border: none;font-weight: 700">
基础信息
</ContentWrap>
<el-row>
<el-col :span="8">
<el-form-item label="合同编号" prop="no">
<el-input v-model="formData.no" placeholder="请输入合同编号" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同名称" prop="name">
<el-input v-model="formData.name" placeholder="请输入合同名称" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8" v-if="formType">
<el-form-item label="合同编号" prop="no">
<el-input v-model="formData.no" placeholder="请输入合同编号" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="报价单编号" prop="quotationId">
<el-select
@change="handleQuotationChange"
v-model="formData.quotationId"
placeholder="请选择报价单编号"
class="w-1/1"
>
<el-option
@ -42,7 +43,7 @@
<el-select
v-model="formData.customerId"
disabled=""
placeholder="请选择客户"
placeholder="客户"
class="w-1/1"
>
<el-option
@ -54,183 +55,30 @@
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="方案签约人" prop="pricingUserId">
<el-select
v-model="formData.pricingUserId"
class="w-1/1"
>
<el-option
v-for="item in quotationList"
:key="item.id"
:label="item.no"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同签订日期" prop="startTime">
<el-date-picker
v-model="formData.startTime"
type="date"
value-format="x"
placeholder="选择合同签订日期"
/>
<el-form-item label="授信额度" prop="creditLimit">
<el-input v-model="formData.creditLimit" placeholder="授信额度" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同结束时间" prop="endTime">
<el-date-picker
v-model="formData.endTime"
type="date"
value-format="x"
placeholder="选择合同结束时间"
/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="票据模板" prop="invoiceTemplateId">
<el-input v-model="formData.invoiceTemplateId" placeholder="请输入票据模板" disabled />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="违约金比例" prop="penaltyRate">
<el-input v-model="formData.penaltyRate" placeholder="请输入违约金比例" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="延期付款利率" prop="latePaymentRate">
<el-input v-model="formData.latePaymentRate" placeholder="请输入延期付款利率" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="财务结算方式" prop="settleMethod">
<el-select v-model="formData.settleMethod" placeholder="请选择财务结算方式">
<el-option
v-for="dict in getIntDictOptions('settle_method')"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="最晚付款日期" prop="lastPayDate">
<el-date-picker
v-model="formData.lastPayDate"
type="date"
value-format="x"
placeholder="选择最晚付款日期"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同期限(月)" prop="contractTerm">
<el-input v-model="formData.contractTerm" placeholder="请输入合同期限(月)" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="报价签约人" prop="signUserId">
<el-select v-model="formData.signUserId" placeholder="请选择报价签约人" disabled >
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="签约人联系电话" prop="signPhoneNumber">
<el-input v-model="formData.signPhoneNumber" placeholder="请输入签约人联系电话" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="签约人Email" prop="signEmail">
<el-input v-model="formData.signEmail" placeholder="请输入签约人Email" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="签约人微信" prop="signWechat">
<el-input v-model="formData.signWechat" placeholder="请输入签约人微信" disabled />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="商机负责人" prop="ownerUserId">
<el-select v-model="formData.ownerUserId" placeholder="请选择商机负责人" disabled>
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="拓展人" prop="expanderUserId">
<el-select v-model="formData.expanderUserId" placeholder="请选择拓展人" disabled>
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="方案报价人" prop="pricingUserId">
<el-select v-model="formData.pricingUserId" placeholder="请选择方案报价人" disabled>
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="售后维护人" prop="afterSaleUserId">
<el-select v-model="formData.afterSaleUserId" placeholder="请选择售后维护人">
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="协作人" prop="collUserId">
<el-select v-model="formData.collUserId" placeholder="请选择协作人">
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="授信方式" prop="creditMethod" >
<el-select v-model="formData.creditMethod" placeholder="请选择授信方式" disabled>
<el-select v-model="formData.creditMethod" placeholder="授信方式" disabled>
<el-option
v-for="dict in getIntDictOptions('credit_method')"
:key="dict.value"
@ -242,7 +90,7 @@
</el-col>
<el-col :span="8">
<el-form-item label="授信计算周期" prop="creditCalcCycle" >
<el-select v-model="formData.creditCalcCycle" placeholder="请选择授信计算周期" disabled>
<el-select v-model="formData.creditCalcCycle" placeholder="授信计算周期" disabled>
<el-option
v-for="dict in getIntDictOptions('credit_calc_cycle')"
:key="dict.value"
@ -252,60 +100,36 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="授信额度" prop="creditLimit">
<el-input v-model="formData.creditLimit" placeholder="请输入授信额度" disabled />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="合作主体" prop="partnerCompanyId">
<el-select v-model="formData.partnerCompanyId" placeholder="请选择合作主体" disabled >
<el-option
v-for="dict in deptList"
:key="dict.id"
:label="dict.name"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="归属部门" prop="deptId" >
<el-tree-select
v-model="formData.deptId"
:data="deptTree"
:props="defaultProps"
filterable
disabled
check-strictly
node-key="id"
placeholder="请选择归属部门"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="第几次报价" prop="quotationTimes">
<el-input v-model="formData.quotationTimes" placeholder="请输入第几次报价" />
<el-input v-model="formData.quotationTimes" disabled placeholder="第几次报价" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="账期" prop="paymentTerm">
<el-select v-model="formData.paymentTerm" disabled placeholder="账期">
<el-option
v-for="dict in getStrDictOptions('payment_term')"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="票据模板" prop="invoiceTemplateId">
<el-select v-model="formData.invoiceTemplateId" disabled placeholder="请选择票据模板">
<el-option
v-for="dict in templateOptions"
:key="dict.id"
:label="dict.name"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="合同正文" prop="contractBody">
<el-input v-model="formData.contractBody" placeholder="请输入合同正文" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="合同补充协议" prop="contractAgreement">
<el-input v-model="formData.contractAgreement" placeholder="请输入合同补充协议" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="线上总金额" prop="onlinePrice">
@ -331,42 +155,323 @@
<el-form-item label="总金额" prop="price">
<el-input
disabled
placeholder="总金额"
v-model="formData.totalPrice"
:formatter="erpPriceInputFormatter"
/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="24">
<ContentWrap style="border: none;font-weight: 700">
甲方基本信息
</ContentWrap>
</el-col>
<el-col :span="8">
<el-form-item label="甲方名称" prop="partyName">
<el-select v-model="formData.partyName" disabled placeholder="甲方名称">
<el-option
v-for="dict in getStrDictOptions('payment_term')"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<!-- <el-col :span="8">
<el-form-item label="客户编号" prop="customerId">
<el-input v-model="formData.customerId" disabled placeholder="客户编号" />
</el-form-item>
</el-col> -->
<el-col :span="8">
<el-form-item label="法人代表" prop="legalPersonName">
<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="creditNo">
<el-input v-model="formData.creditNo" placeholder="统一信用代码" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="企业类型" prop="regType">
<el-input v-model="formData.regType" placeholder="企业类型" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-form-item label="融资信息" prop="financingInfo">
<el-input v-model="formData.financingInfo" placeholder="融资信息" disabled />
</el-form-item> -->
</el-col>
<el-col :span="8">
<el-form-item label="实缴资金" prop="actualCapital">
<el-input v-model="formData.actualCapital" placeholder="实缴资金" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="参保人数" prop="socialEmployeeNum">
<el-input v-model="formData.socialEmployeeNum" placeholder="参保人数" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-form-item label="上市情况" prop="listingStatus">
<el-input v-model="formData.listingStatus" placeholder="上市情况" disabled />
</el-form-item> -->
</el-col>
<el-col :span="8">
<el-form-item label="注册地址" prop="registeredAddress">
<el-input v-model="formData.registeredAddress" placeholder="注册地址" disabled />
</el-form-item>
</el-col>
<el-col :span="24">
<ContentWrap style="border: none;font-weight: 700">
乙方基本信息
</ContentWrap>
</el-col>
<el-col :span="8">
<el-form-item label="合作主体" prop="partnerCompanyId">
<el-select v-model="formData.partnerCompanyId" placeholder="合作主体" disabled >
<el-option
v-for="dict in orgList"
:key="dict.id"
:label="dict.orgName"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="开户行" prop="bankName">
<el-input v-model="formData.bankName" placeholder="开户行" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="银行账号" prop="bankAccount">
<el-input v-model="formData.bankAccount" placeholder="银行账号" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="法人代表" prop="legalRepresentative">
<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="ownerUserId">
<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.ownerUserMobile"
placeholder="手机号"
disabled
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="E-mail" prop="email">
<el-input
v-model="formData.ownerUserEmail"
placeholder="E-mail"
disabled
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="微信号" prop="wechat">
<el-input
v-model="formData.ownerUserWechat"
placeholder="微信号"
disabled
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="归属部门" prop="deptId">
<el-tree-select
v-model="formData.deptId"
:data="deptTree"
disabled
:props="defaultProps"
check-strictly
node-key="id"
placeholder="归属部门"
/>
</el-form-item>
</el-col>
<el-col :span="24">
<ContentWrap style="border: none;font-weight: 700">
合同信息
</ContentWrap>
</el-col>
<el-col :span="8">
<el-form-item label="合同类型" prop="contractType">
<el-radio-group v-model="formData.contractType">
<el-radio :label="1">单次合同</el-radio>
<el-radio :label="2">框架合同</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同签订日期" prop="startTime">
<el-date-picker
v-model="formData.startTime"
type="date"
value-format="x"
placeholder="选择合同签订日期"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同结束时间" prop="endTime">
<el-date-picker
v-model="formData.endTime"
type="date"
value-format="x"
placeholder="选择合同结束时间"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同期限(月)" prop="contractTerm">
<el-input v-model="formData.contractTerm" oninput = "value=value.replace(/[^\d]/g,'')" placeholder="请输入合同期限(月)" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="账单日" prop="statementDate">
<el-select v-model="formData.statementDate" placeholder="请选择账单日" >
<el-option
v-for="(dict, index) in statement"
:key="index"
:label="index + 1"
:value="index + 1"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="最晚付款日" prop="lastPayDate">
<el-select v-model="formData.lastPayDate" placeholder="请选择最晚付款日" >
<el-option
v-for="(dict, index) in statement"
:key="index"
:label="index + 1"
:value="index + 1"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="违约金比例" prop="penaltyRate">
<el-input v-model="formData.penaltyRate" placeholder="请输入违约金比例" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="延期付款利率" prop="latePaymentRate">
<el-input v-model="formData.latePaymentRate" placeholder="请输入延期付款利率" />
</el-form-item>
</el-col>
<!-- <el-col :span="8">
<el-form-item label="票据模板" prop="invoiceTemplateId">
<el-input v-model="formData.invoiceTemplateId" placeholder="请输入票据模板" disabled />
</el-form-item>
</el-col>
</el-row>
<el-row> -->
<el-col :span="24">
<ContentWrap style="border: none;font-weight: 700">
财务与客服对接信息
</ContentWrap>
</el-col>
<el-col :span="8">
<el-form-item label="财务结算方式" prop="settleMethod">
<el-radio-group v-model="formData.settleMethod">
<el-radio :label="1">按月结算</el-radio>
<el-radio :label="0">按项目结算</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="售后维护人" prop="afterSaleUserId">
<el-select v-model="formData.afterSaleUserId" placeholder="请选择售后维护人">
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="协作人" prop="collUserId">
<el-select v-model="formData.collUserId" placeholder="请选择协作人">
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="合同正文" prop="contractBody">
<el-input v-model="formData.contractBody" type="textarea" rows="5" placeholder="请输入合同正文" />
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="合同补充协议" prop="contractAgreement">
<el-input v-model="formData.contractAgreement" type="textarea" rows="5" placeholder="请输入合同补充协议" />
</el-form-item>
</el-col>
</el-row>
<ContentWrap style="border: none;font-weight:700">
产品清单
</ContentWrap>
<!-- 子表的表单 -->
<ContentWrap>
<el-tabs v-model="subTabsName" class="-mt-15px -mb-10px">
<el-tab-pane label="产品清单" name="product">
<ContractProductForm
ref="productFormRef"
:products="formData.products"
:disabled="disabled"
:type="1"
/>
</el-tab-pane>
<el-tab-pane label="合同甲方关联单位" name="contractAAuthorizedCompany">
<ContractAAuthorizedCompanyForm ref="contractAAuthorizedCompanyFormRef" :contract-id="formData.id" />
</el-tab-pane>
<el-tab-pane label="合同甲方授权人信息" name="contractAAuthorizedPerson">
<ContractAAuthorizedPersonForm ref="contractAAuthorizedPersonFormRef" :contract-id="formData.id" />
</el-tab-pane>
<el-tab-pane label="合同乙方授权人信息" name="contractBAuthorizedPerson">
<ContractBAuthorizedPersonForm ref="contractBAuthorizedPersonFormRef" :contract-id="formData.id" />
</el-tab-pane>
</el-tabs>
</ContentWrap>
<ContentWrap style="border: none;font-weight:700">
合同甲方关联单位
</ContentWrap>
<ContentWrap>
<ContractAAuthorizedCompanyForm ref="contractAAuthorizedCompanyFormRef" :data="formData.contractAAuthorizedCompanys" :contract-id="formData.id" />
</ContentWrap>
<ContentWrap style="border: none;font-weight:700">
合同甲方授权人信息
</ContentWrap>
<ContentWrap>
<ContractAAuthorizedPersonForm ref="contractAAuthorizedPersonFormRef" :contract-id="formData.id" :customerId="formData.customerId" />
</ContentWrap>
<ContentWrap style="border: none;font-weight:700">
合同乙方授权人信息
</ContentWrap>
<ContentWrap>
<ContractBAuthorizedPersonForm ref="contractBAuthorizedPersonFormRef" :userOptions="userOptions" :contract-id="formData.id" />
</ContentWrap>
</el-form>
<template #footer>
<el-button :disabled="formLoading" type="primary" @click="submitForm">保存</el-button>
<el-button @click="dialogVisible = false">取 消</el-button>
</template>
</Dialog>
<!-- 显示在其他页面时的判断type -->
<div style="text-align: right" v-if="!type">
<el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
<el-button @click="goBack">取 消</el-button>
</div>
</ContentWrap>
</template>
<script lang="ts" setup>
import { getIntDictOptions, DICT_TYPE } from '@/utils/dict'
import * as CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import * as ContactApi from '@/api/crm/contact'
@ -374,23 +479,39 @@ import * as UserApi from '@/api/system/user'
import { QuotationApi,QuotationVO } from '@/api/crm/quotation'
import { erpPriceMultiply, erpPriceInputFormatter } from '@/utils'
import { useUserStore } from '@/store/modules/user'
import { BillTemplateApi, BillTemplateVO } from '@/api/crm/billtemplate'
import ContractProductForm from '@/views/crm/contract/components/ContractProductForm.vue'
import ContractAAuthorizedCompanyForm from './components/ContractAAuthorizedCompanyForm.vue'
import ContractAAuthorizedPersonForm from './components/ContractAAuthorizedPersonForm.vue'
import ContractBAuthorizedPersonForm from './components/ContractBAuthorizedPersonForm.vue'
import { propTypes } from '@/utils/propTypes'
import { getIntDictOptions, getStrDictOptions, DICT_TYPE } from '@/utils/dict'
import { defaultProps, handleTree } from '@/utils/tree'
import * as DeptApi from '@/api/system/dept'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
const { proxy }: any = getCurrentInstance();
const props = defineProps({
id: propTypes.number.def(undefined),
type: propTypes.number.def(undefined),
})
const templateOptions = ref([])
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const deptTree = ref() // 部门树形结构
const formData = ref({
id: undefined,
name: undefined,
no: undefined,
customerId: undefined,
partyName: undefined,
lastPayDate: undefined,
partAddress: undefined,
secPartyPerson: undefined,
wechat: undefined,
quotationId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
@ -422,19 +543,29 @@ const formData = ref({
partnerCompanyId: undefined,
deptId: undefined,
quotationTimes: undefined,
statementDate: undefined,
contractAAuthorizedCompanys: [],
products: []
})
const formRules = reactive({
name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }],
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' }],
latePaymentRate: [{ required: true, message: '延期付款利率不能为空', trigger: 'blur' }],
collUserId: [{ required: true, message: '协作人不能为空', trigger: 'blur' }],
})
const formRef = ref() // 表单 Ref
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const customerList = ref([]) // 客户列表的数据
const quotationList = ref<QuotationVO[]>([])
const contactList = ref<ContactApi.ContactVO[]>([])
const orgList = ref([])
const statement = ref(new Array(31).fill(null))
/** 子表的表单 */
const subTabsName = ref('product')
@ -458,35 +589,27 @@ watch(
)
/** 打开弹窗 */
const open = async (type: string, id?: number) => {
dialogVisible.value = true
dialogTitle.value = t('action.' + type)
formType.value = type
resetForm()
// 修改时，设置数据
if (id) {
formLoading.value = true
const open = async (type: string) => {
if (type) {
// formLoading.value = true
try {
formData.value = await ContractApi.getContract(id)
formData.value = await ContractApi.getContract(type)
} finally {
formLoading.value = false
}
}
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleList()
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
// 获得报价列表
quotationList.value = await QuotationApi.getSimpleQuotationList()
// 默认新建时选中自己
// if (formType.value === 'create') {
// formData.value.ownerUserId = useUserStore().getUser.id
// }
// 获取联系人
contactList.value = await ContactApi.getSimpleContactList()
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
/** 表单校验 */
const validate = () => {
return formRef.value.validate()
}
/** 表单值 */
const getData = () => {
return formData.value
}
defineExpose({ open, validate, getData }) // 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
@ -496,15 +619,36 @@ const submitForm = async () => {
const valid = await formRef.value.validate()
if (!valid) return
// 提交请求
if(contractAAuthorizedCompanyFormRef.value.getData().length) {
const contractAAuthorizedCompanyValid = await contractAAuthorizedCompanyFormRef.value.validate()
if (!contractAAuthorizedCompanyValid) return message.warning('请完善合同甲方关联单位')
} else {
return message.warning('请完善合同甲方关联单位')
}
if(contractAAuthorizedPersonFormRef.value.getData().length) {
const contractAAuthorizedPerson = await contractAAuthorizedPersonFormRef.value.validate()
if (!contractAAuthorizedPerson) return message.warning('请完善合同甲方授权人信息')
} else {
return message.warning('请完善合同甲方授权人信息')
}
if(contractBAuthorizedPersonFormRef.value.getData().length) {
const contractBAuthorizedPersonPerson = await contractBAuthorizedPersonFormRef.value.validate()
if (!contractBAuthorizedPersonPerson) return message.warning('请完善合同乙方授权人信息')
} else {
return message.warning('请完善合同乙方授权人信息')
}
formLoading.value = true
productFormRef.value.validate()
try {
const data = unref(formData.value) as unknown as ContractApi.ContractVO
// 拼接子表的数据
data.contractAAuthorizedCompanys = contractAAuthorizedCompanyFormRef.value.getData()
data.contractAAuthorizedPersons = contractAAuthorizedPersonFormRef.value.getData()
data.contractBAuthorizedPersons = contractBAuthorizedPersonFormRef.value.getData()
if (formType.value === 'create') {
if (!formType.value ) {
await ContractApi.createContract(data)
message.success(t('common.createSuccess'))
} else {
@ -514,11 +658,16 @@ const submitForm = async () => {
dialogVisible.value = false
// 发送操作成功的事件
emit('success')
goBack()
} finally {
formLoading.value = false
}
}
const goBack = ()=> {
proxy.$router.go(-1)
}
/** 重置表单 */
const resetForm = () => {
formData.value = {
@ -557,6 +706,7 @@ const resetForm = () => {
partnerCompanyId: undefined,
deptId: undefined,
quotationTimes: undefined,
paymentTerm: undefined,
products: []
}
formRef.value?.resetFields()
@ -574,12 +724,14 @@ const handleQuotationChange = async (quotationId: number) => {
formData.value.invoiceTemplateId = quotation.invoiceTemplateId;
formData.value.ownerUserId = quotation.ownerUserId;
formData.value.ownerUserMobile = quotation.ownerUserMobile;
formData.value.ownerUserWechat = quotation.ownerUserWechat;
formData.value.ownerUserEmail = quotation.ownerUserEmail;
formData.value.expanderUserId = quotation.expanderUserId;
formData.value.pricingUserId = quotation.pricingUserId;
formData.value.signUserId = quotation.signUserId;
formData.value.signPhoneNumber = quotation.signPhoneNumber;
formData.value.signEmail = quotation.signEmail;
formData.value.signWechat = quotation.signWechat;
formData.value.paymentTerm = quotation.paymentTerm;
formData.value.partnerCompanyId = quotation.partnerCompanyId;
@ -592,8 +744,10 @@ const handleQuotationChange = async (quotationId: number) => {
formData.value.onlinePrice = quotation.onlinePrice;
formData.value.totalPrice = quotation.totalPrice;
// 🔁 自动加载客户详情
const customerRes = await ContractApi.quotationTimes(quotation.id);
formData.value.quotationTimes = customerRes.quotationTimes;
await onCustomerChange(quotation.customerId);
await onPartnerChange(quotation.partnerCompanyId);
} catch (err) {
} finally {
@ -615,13 +769,16 @@ const onCustomerChange = async (customerId: string) => {
formData.value.insuredCount = customerRes.insuredCount;
formData.value.establishmentDate = customerRes.establishmentDate;
formData.value.enterpriseType = customerRes.enterpriseType;
formData.value.businessStatus = customerRes.businessStatus;
formData.value.defendantRecord = customerRes.defendantRecord;
formData.value.businessAbnormal = customerRes.businessAbnormal;
formData.value.equityPledge = customerRes.equityPledge;
formData.value.dishonestRecord = customerRes.dishonestRecord;
formData.value.financingRecord = customerRes.financingRecord;
formData.value.enforcementRecord = customerRes.enforcementRecord;
formData.value.actualCapital = customerRes.actualCapital;
formData.value.partAddress = customerRes.partAddress;
formData.value.listingStatus = customerRes.listingStatus;
formData.value.legalPersonName = customerRes.legalPersonName;
formData.value.creditCode = customerRes.creditCode;
formData.value.regType = customerRes.regType;
formData.value.financingInfo = customerRes.financingInfo;
formData.value.socialEmployeeNum = customerRes.socialEmployeeNum;
formData.value.registeredAddress = customerRes.registeredAddress;
} catch (err) {
console.error('获取客户详情失败:', err);
} finally {
@ -629,9 +786,62 @@ const onCustomerChange = async (customerId: string) => {
}
}
const onPartnerChange = async (id: string) => {
if (!id) return
try {
formLoading.value = true;
const res = await ContractApi.getOrgInfo(id);
formData.value.bankName = res.bankName;
formData.value.bankAccount = res.bankAccount;
formData.value.legalRepresentative = res.legalRepresentative;
formData.value.businessLicenseNumber = res.businessLicenseNumber;
formData.value.businessLicense = res.businessLicense;
// formData.value.partnerCompanyId = res.partnerCompanyId;
} catch (err) {
} finally {
formLoading.value = false;
}
}
/** 动态获取客户联系人 */
const getContactOptions = computed(() =>
contactList.value.filter((item) => item.customerId == formData.value.customerId)
)
const route = useRoute();
onMounted(async () => {
formType.value = props.id || route.query.id
if (formType.value) await open(formType.value)
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleList()
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
// 获得报价列表
quotationList.value = await QuotationApi.getSimpleQuotationList()
//票据
const tempData = await BillTemplateApi.getBillTemplatePage({
pageNo: 1,
pageSize: 1000,
})
templateOptions.value = tempData.list
// 获得部门树
deptTree.value = handleTree(await DeptApi.getSimpleDeptList())
// 默认新建时选中自己
// if (formType.value === 'create') {
// formData.value.ownerUserId = useUserStore().getUser.id
// }
// 获取联系人
contactList.value = await ContactApi.getSimpleContactList()
const data = await ContractApi.getOrg({
pageNo: 1,
pageSize: 1000
})
orgList.value = data.list
});
</script>

217
src/views/crm/contract/components/ContracStop.vue Normal file
View File

@ -0,0 +1,217 @@
<template>
<el-form
ref="formRef"
:model="formData"
:rules="formRules"
label-width="130px"
v-loading="formLoading"
>
<el-row>
<el-col :span="8">
<el-form-item label="终止日期" prop="terminationDate">
<el-date-picker
v-model="formData.terminationDate"
type="date"
:disabled="!!type"
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="terminationReason">
<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>
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="24">
<el-form-item label="终止说明" prop="note">
<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>
</el-form>
<!-- 子表的表单 -->
</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'
import * as CustomerApi from '@/api/crm/customer'
import * as UserApi from '@/api/system/user'
import * as DeptApi from '@/api/system/dept'
import * as BusinessApi from '@/api/crm/business'
import { propTypes } from '@/utils/propTypes'
/** CRM 方案报价 表单 */
defineOptions({ name: 'QuotationForm' })
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
const customerList = ref([]) // 客户列表的数据
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const templateOptions = ref([])
const businessList = ref([])
const deptTree = ref() // 部门树形结构
const deptList = ref() // 部门
const orgList = ref([])
const invoiceTemplateList = ref([])
const { proxy }: any = getCurrentInstance();
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const formData = ref({
no: undefined,
customerId: undefined,
businessId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
paymentTerm: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
creator: undefined,
createTime: undefined,
updater: undefined,
onlinePrice: undefined,
offlinePrice: undefined,
totalPrice: undefined,
cooperationType: undefined, // 合作类型
companyType: undefined, // 公司类型
listingStatus: undefined, // 上市情况
financingInfo: undefined, // 融资信息
paidInCapital: undefined, // 实缴资金
insuredCount: undefined, // 参保人数
establishmentDate: undefined, // 成立日期
enterpriseType: undefined, // 企业类型
businessStatus: undefined, // 营业状态
defendantRecord: undefined, // 被告记录
businessAbnormal: undefined, // 经营异常
equityPledge: undefined, // 股权出质
dishonestRecord: undefined, // 失信记录
financingRecord: undefined, // 融资记录
enforcementRecord: undefined, // 被执行记录
bBankName: undefined, // 开户行
bBankAccount: undefined, // 银行账号
bLegalRepresentative: undefined, // 法人代表
bBusinessLicenseNumber: undefined, // 营业执照号
bBusinessLicense: undefined // 营业执照
})
const formRules = reactive({
// 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' }],
// 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' }],
// invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
})
const formRef = ref() // 表单 Ref
/** 子表的表单 */
const subTabsName = ref('quotationProduct')
const quotationProductFormRef = ref()
const onBusinessChange = async (businessId: string) => {
if (!businessId) return
try {
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) => {
if (!customerId) return;
try {
formLoading.value = true;
const customerRes = await CustomerApi.getCustomer(customerId);
formData.value.cooperationType = customerRes.cooperationType;
formData.value.companyType = customerRes.companyType;
formData.value.listingStatus = customerRes.listingStatus;
formData.value.financingInfo = customerRes.financingInfo;
formData.value.paidInCapital = customerRes.paidInCapital;
formData.value.insuredCount = customerRes.insuredCount;
formData.value.establishmentDate = customerRes.establishmentDate;
formData.value.enterpriseType = customerRes.enterpriseType;
formData.value.businessStatus = customerRes.businessStatus;
formData.value.defendantRecord = customerRes.defendantRecord;
formData.value.businessAbnormal = customerRes.businessAbnormal;
formData.value.equityPledge = customerRes.equityPledge;
formData.value.dishonestRecord = customerRes.dishonestRecord;
formData.value.financingRecord = customerRes.financingRecord;
formData.value.enforcementRecord = customerRes.enforcementRecord;
} catch (err) {
console.error('获取客户详情失败:', err);
} finally {
formLoading.value = false;
}
}
/** 打开弹窗 */
const open = async (type: string) => {
formType.value = type
// 修改时，设置数据
if (type) {
formLoading.value = true
try {
formData.value = await QuotationApi.getQuotation(type)
} finally {
formLoading.value = false
}
}
deptList.value = await DeptApi.getSimpleDeptList()
// 获得用户列表
invoiceTemplateList.value = await BillTemplateApi.getSimpleList()
}
/** 表单校验 */
const validate = () => {
return formRef.value.validate()
}
/** 表单值 */
const getData = () => {
return formData.value
}
defineExpose({ open, validate, getData }) // 提供 open 方法，用于打开弹窗
</script>

68
src/views/crm/contract/components/ContractAAuthorizedCompanyForm.vue
View File

@ -58,74 +58,68 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="60">
<el-table-column align="center" fixed="right" label="操作" width="60" v-if="!type">
<template #default="{ $index }">
<el-button @click="handleDelete($index)" link>—</el-button>
</template>
</el-table-column>
</el-table>
</el-form>
<el-row justify="center" class="mt-3">
<el-row justify="center" class="mt-3" v-if="!type">
<el-button @click="handleAdd" round>+ 添加</el-button>
</el-row>
</template>
<script setup lang="ts">
import * as ContractApi from '@/api/crm/contract'
import { propTypes } from '@/utils/propTypes'
const props = defineProps<{
contractId: undefined // 合同ID（主表的关联字段）
}>()
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' }],
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' }],
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' }],
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' }]
// 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' }],
// 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' }],
// 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' }],
// companyAccount: [{ required: true, message: '开户账号不能为空', trigger: 'blur' }]
})
const formRef = ref() // 表单 Ref
/** 监听主表的关联字段的变化，加载对应的子表数据 */
watch(
() => props.contractId,
async (val) => {
// 1. 重置表单
formData.value = []
// 2. val 非空，则加载数据
if (!val) {
return;
}
try {
formLoading.value = true
formData.value = await ContractApi.getContractAAuthorizedCompanyListByContractId(val)
} finally {
formLoading.value = false
}
},
{ immediate: true }
)
const contactRef = ref() // 表单 Ref
/** 新增按钮操作 */
const handleAdd = () => {
const row = {
id: undefined,
contractId: undefined,
customerName: undefined,
unifiedCreditCode: undefined,
invoicingAddress: undefined,
customerName: undefined,
invoicingTelephone: undefined,
companyBank: undefined,
companyAccount: undefined,
companyAddress: undefined,
deletedFlag: undefined
companyAccount: undefined
}
row.contractId = props.contractId
formData.value.push(row)
}
const props = defineProps<{
data: undefined,
type: undefined
}>()
/** 监听主表的关联字段的变化，加载对应的子表数据 */
watch(
() => props.data,
async (val) => {
// 1. 重置表单
formData.value = val
},
{ immediate: true }
)
/** 删除按钮操作 */
const handleDelete = (index) => {
formData.value.splice(index, 1)

79
src/views/crm/contract/components/ContractAAuthorizedPersonForm.vue
View File

@ -9,20 +9,20 @@
>
<el-table :data="formData" class="-mt-10px">
<el-table-column label="序号" type="index" width="100" />
<el-table-column label="客户联系人ID" min-width="150">
<el-table-column label="授权人姓名" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.customerContactId`" :rules="formRules.customerContactId" class="mb-0px!">
<el-input v-model="row.customerContactId" placeholder="请输入客户联系人ID" />
</el-form-item>
</template>
</el-table-column>
<el-table-column label="姓名" min-width="150">
<!-- <el-table-column label="姓名" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.customerName`" :rules="formRules.customerName" class="mb-0px!">
<el-input v-model="row.customerName" placeholder="请输入姓名" />
</el-form-item>
</template>
</el-table-column>
</el-table-column> -->
<el-table-column label="授权人类型" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.authPersonType`" :rules="formRules.authPersonType" class="mb-0px!">
@ -37,7 +37,7 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column label="手机号" min-width="150">
<el-table-column label="授权人手机号" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.phoneNumber`" :rules="formRules.phoneNumber" class="mb-0px!">
<el-input v-model="row.phoneNumber" placeholder="请输入手机号" />
@ -65,23 +65,28 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="60">
<el-table-column align="center" fixed="right" label="操作" width="60" v-if="!type">
<template #default="{ $index }">
<el-button @click="handleDelete($index)" link>—</el-button>
</template>
</el-table-column>
</el-table>
</el-form>
<el-row justify="center" class="mt-3">
<el-row justify="center" class="mt-3" v-if="!type">
<el-button @click="handleAdd" round>+ 添加</el-button>
</el-row>
<!-- 表单弹窗：添加/修改 -->
<ContactForm ref="contactRef" @success="getList" />
</template>
<script setup lang="ts">
import * as ContractApi from '@/api/crm/contract'
import { getIntDictOptions, getStrDictOptions, DICT_TYPE, getBoolDictOptions } from '@/utils/dict'
import ContactForm from '@/components/contact/index.vue'
const props = defineProps<{
contractId: undefined // 合同ID（主表的关联字段）
contractId: undefined, // 合同ID（主表的关联字段）
type: undefined,
customerId: undefined
}>()
const formLoading = ref(false) // 表单的加载中
const formData = ref([])
@ -114,21 +119,55 @@ watch(
)
/** 新增按钮操作 */
// const handleAdd = () => {
// const row = {
// id: undefined,
// contractId: undefined,
// customerContactId: undefined,
// customerName: undefined,
// authPersonType: undefined,
// phoneNumber: undefined,
// wechat: undefined,
// idNumber: undefined,
// email: undefined,
// deletedFlag: undefined
// }
// row.contractId = props.contractId
// formData.value.push(row)
// }
const message = useMessage() // 消息弹窗
const contactRef = ref() // 表单 Ref
const handleAdd = () => {
const row = {
id: undefined,
contractId: undefined,
customerContactId: undefined,
customerName: undefined,
authPersonType: undefined,
phoneNumber: undefined,
wechat: undefined,
idNumber: undefined,
email: undefined,
deletedFlag: undefined
console.log('%csrc/views/crm/contract/components/ContractAAuthorizedPersonForm.vue:140 props.customerId', 'color: #007acc;', props.customerId);
if(!props.customerId) {
return message.warning('请先选择报价单')
}
row.contractId = props.contractId
formData.value.push(row)
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
})
})
}
})
}
/** 删除按钮操作 */

45
src/views/crm/contract/components/ContractAuthPersonInfo.vue Normal file
View File

@ -0,0 +1,45 @@
<template>
<el-table :data="formData" class="-mt-10px">
<el-table-column label="序号" type="index" width="100" />
<el-table-column label="是否授权人" prop="authPersonType" min-width="150" />
<el-table-column label="姓名" prop="customerName" min-width="150" />
<el-table-column label="手机号" prop="phoneNumber" min-width="150" />
<el-table-column label="微信号" prop="wechat" min-width="150" />
<el-table-column label="单位名称" prop="customerName" min-width="150" />
<el-table-column label="职务" prop="name" min-width="150" />
<el-table-column label="联系地址" prop="name" min-width="150" />
<el-table-column label="类别" prop="name" min-width="150" />
<el-table-column label="邮箱" prop="email" min-width="150" />
<el-table-column label="身份证号" prop="name" min-width="150" />
<el-table-column label="生日" prop="name" min-width="150" />
<el-table-column label="性别" prop="name" min-width="150" />
</el-table>
</template>
<script setup lang="ts">
import { getIntDictOptions, getStrDictOptions, DICT_TYPE, getBoolDictOptions } from '@/utils/dict'
const props = defineProps<{
products: [] // 合同ID（主表的关联字段）
}>()
const formLoading = ref(false) // 表单的加载中
const formData = ref([])
const formRef = ref() // 表单 Ref
/** 监听主表的关联字段的变化，加载对应的子表数据 */
watch(
() => props.products,
async (val) => {
// 1. 重置表单
formData.value = val
},
{ immediate: true }
)
/** 表单值 */
const getData = () => {
return formData.value
}
defineExpose({ getData })
</script>

80
src/views/crm/contract/components/ContractBAuthorizedPersonForm.vue
View File

@ -9,20 +9,13 @@
>
<el-table :data="formData" class="-mt-10px">
<el-table-column label="序号" type="index" width="100" />
<el-table-column label="用户" min-width="150">
<!-- <el-table-column label="用户" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.userId`" :rules="formRules.userId" class="mb-0px!">
<el-input v-model="row.userId" placeholder="请输入用户" />
</el-form-item>
</template>
</el-table-column>
<el-table-column label="姓名" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.name`" :rules="formRules.name" class="mb-0px!">
<el-input v-model="row.name" placeholder="请输入姓名" />
</el-form-item>
</template>
</el-table-column>
</el-table-column> -->
<el-table-column label="类别" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.authType`" :rules="formRules.authType" class="mb-0px!">
@ -37,10 +30,25 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column label="姓名" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.userId`" :rules="formRules.name" class="mb-0px!">
<el-select v-model="row.userId" placeholder="请选择售后维护人" @change="changeUser($index, row.userId)">
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="岗位" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.postId`" :rules="formRules.postId" class="mb-0px!">
<el-input v-model="row.postId" placeholder="请输入岗位" />
<el-input v-model="row.postId" placeholder="请输入岗位" />
</el-form-item>
</template>
</el-table-column>
@ -79,23 +87,28 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="60">
<el-table-column align="center" fixed="right" label="操作" width="60" v-if="!type">
<template #default="{ $index }">
<el-button @click="handleDelete($index)" link>—</el-button>
</template>
</el-table-column>
</el-table>
</el-form>
<el-row justify="center" class="mt-3">
<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 { getIntDictOptions, getStrDictOptions, DICT_TYPE, getBoolDictOptions } from '@/utils/dict'
import ContactForm from '@/components/user/index.vue'
const props = defineProps<{
contractId: undefined // 合同ID（主表的关联字段）
contractId: undefined, // 合同ID（主表的关联字段）
type: undefined,
userOptions: undefined
}>()
const formLoading = ref(false) // 表单的加载中
const formData = ref([])
@ -147,6 +160,47 @@ const handleAdd = () => {
formData.value.push(row)
}
const message = useMessage() // 消息弹窗
const contactRef = ref() // 表单 Ref
// const handleAdd = () => {
// contactRef.value.open(formData.value, props.customerId)
// }
const changeUser = (i, val) => {
console.log('%csrc/views/crm/contract/components/ContractBAuthorizedPersonForm.vue:170 i,val', 'color: #007acc;',props.userOptions.filter(v => v.id === val), i,val);
let arr = props.userOptions.filter(v => v.id === val)
if(arr.length) {
formData.value[i].name = arr[0].nickname
formData.value[i].postId = arr[0].deptName
}
}
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,
"authType": item.post,
"postId": item.userRank,
"userRank": item.mobile,
"authDesc": item.authDesc,
"wechat":item. wechat,
"email":item. email,
"id": item.id,
phoneNumber: item.phoneNumber
})
})
}
})
}
/** 删除按钮操作 */
const handleDelete = (index) => {
formData.value.splice(index, 1)

413
src/views/crm/contract/components/ContractChangeLimit.vue Normal file
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@ -0,0 +1,413 @@
<template>
<el-form
ref="formRef"
:model="formData"
:rules="formRules"
label-width="130px"
v-loading="formLoading"
>
<el-row>
<el-col :span="8">
<el-form-item label="合作类型" prop="cooperationType">
<el-select v-model="formData.cooperationType" disabled filterable placeholder="请选择合作类型" class="w-1/1">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_COOPERATION_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="企业类型" prop="">
<el-input v-model="formData.regType" disabled placeholder="自动获取" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="上市情况" prop="customerId">
<el-select v-model="formData.customerId" placeholder="请选择上市情况" disabled @change="onCustomerChange">
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<!-- <el-col :span="8">
<el-form-item label="合作类型" prop="cooperationType">
<el-input v-model="formData.cooperationType" disabled />
</el-form-item>
</el-col> -->
<el-col :span="8">
<el-form-item label="融资信息" prop="companyType">
<el-select v-model="formData.customerId" placeholder="请选择融资信息" disabled @change="onCustomerChange">
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="实缴资金" prop="paidInCapital">
<el-input v-model="formData.actualCapital" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="参保人数" prop="insuredCount">
<el-input v-model="formData.socialEmployeeNum" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="被告记录" prop="defendantRecord">
<el-radio-group v-model="formData.defendantRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="经营异常" prop="abnormalService">
<el-radio-group v-model="formData.abnormalService" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="股权出质" prop="equityPledge">
<el-radio-group v-model="formData.equityPledge" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="失信记录" prop="dishonestyRecord">
<el-radio-group v-model="formData.dishonestyRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="融资记录" prop="financeRecord">
<el-radio-group v-model="formData.financeRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="被执行记录" prop="judgmentRecord">
<el-radio-group v-model="formData.judgmentRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="初始额度" prop="creditLimit">
<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="creditLimit">
<el-input v-model="formData.creditLimit" placeholder="请输入目前额度" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合作主体" prop="partnerCompanyId">
<el-select v-model="formData.partnerCompanyId" disabled placeholder="请选择签约主体" @change="onPartnerChange">
<el-option
v-for="dict in orgList"
:key="dict.id"
:label="dict.name"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="调整金额（元）" prop="changeAmount">
<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" 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="changeAmountDeadline">
<el-date-picker
v-model="formData.changeAmountDeadline"
value-format="YYYY-MM-DD"
type="date"
:disabled="!!type"
placeholder="请选择调整金额截止日期"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="调额说明" prop="note">
<el-input v-model="formData.note" type="textarea" :disabled="!!type" :row="5" placeholder="请输入调额说明" />
</el-form-item>
</el-col>
</el-row>
</el-form>
<!-- 子表的表单 -->
</template>
<script setup lang="ts">
import { getIntDictOptions, getStrDictOptions, DICT_TYPE } from '@/utils/dict'
import { defaultProps, handleTree } from '@/utils/tree'
import { BillTemplateApi, BillTemplateVO } from '@/api/crm/billtemplate'
import * as ContractApi from '@/api/crm/contract'
import * as CustomerApi from '@/api/crm/customer'
import * as UserApi from '@/api/system/user'
import * as DeptApi from '@/api/system/dept'
import * as BusinessApi from '@/api/crm/business'
import { propTypes } from '@/utils/propTypes'
/** CRM 方案报价 表单 */
defineOptions({ name: 'QuotationForm' })
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
const customerList = ref([]) // 客户列表的数据
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const templateOptions = ref([])
const businessList = ref([])
const deptTree = ref() // 部门树形结构
const deptList = ref() // 部门
const orgList = ref([])
const invoiceTemplateList = ref([])
const { proxy }: any = getCurrentInstance();
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const formData = ref({
no: undefined,
customerId: undefined,
businessId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
paymentTerm: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: 0,
partnerCompanyId: undefined,
deptId: undefined,
creator: undefined,
createTime: undefined,
updater: undefined,
onlinePrice: undefined,
offlinePrice: undefined,
totalPrice: undefined,
cooperationType: undefined, // 合作类型
companyType: undefined, // 公司类型
listingStatus: undefined, // 上市情况
financingInfo: undefined, // 融资信息
paidInCapital: undefined, // 实缴资金
insuredCount: undefined, // 参保人数
establishmentDate: undefined, // 成立日期
enterpriseType: undefined, // 企业类型
businessStatus: undefined, // 营业状态
defendantRecord: undefined, // 被告记录
businessAbnormal: undefined, // 经营异常
equityPledge: undefined, // 股权出质
dishonestRecord: undefined, // 失信记录
financingRecord: undefined, // 融资记录
enforcementRecord: undefined, // 被执行记录
bBankName: undefined, // 开户行
bBankAccount: undefined, // 银行账号
bLegalRepresentative: undefined, // 法人代表
bBusinessLicenseNumber: undefined, // 营业执照号
bBusinessLicense: undefined // 营业执照
})
const formRules = reactive({
changeAmount: [{ required: true, message: '调整额度不能为空', trigger: 'change' }],
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' }],
// 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' }]
})
const formRef = ref() // 表单 Ref
/** 子表的表单 */
const subTabsName = ref('quotationProduct')
const quotationProductFormRef = ref()
const props = defineProps<{
data: undefined
}>()
watch(
() => props.data,
async (val) => {
// 1. 重置表单
formData.value = val
},
{ immediate: true }
)
const onChangeAmount = async (amount: number) => {
formData.value.afterAmount = Number(formData.value.creditLimit) + Number(amount);
}
const onCustomerChange = async (customerId: string) => {
if (!customerId) return;
try {
formLoading.value = true;
const customerRes = await CustomerApi.getCustomer(customerId);
formData.value.cooperationType = customerRes.cooperationType;
formData.value.companyType = customerRes.companyType;
formData.value.listingStatus = customerRes.listingStatus;
formData.value.financingInfo = customerRes.financingInfo;
formData.value.paidInCapital = customerRes.paidInCapital;
formData.value.insuredCount = customerRes.insuredCount;
formData.value.establishmentDate = customerRes.establishmentDate;
formData.value.enterpriseType = customerRes.enterpriseType;
formData.value.businessStatus = customerRes.businessStatus;
formData.value.defendantRecord = customerRes.defendantRecord;
formData.value.businessAbnormal = customerRes.businessAbnormal;
formData.value.equityPledge = customerRes.equityPledge;
formData.value.dishonestRecord = customerRes.dishonestRecord;
formData.value.financingRecord = customerRes.financingRecord;
formData.value.enforcementRecord = customerRes.enforcementRecord;
} catch (err) {
console.error('获取客户详情失败:', err);
} finally {
formLoading.value = false;
}
}
const onPartnerChange = async (id: string) => {
if (!id) return
try {
formLoading.value = true;
const res = await DeptApi.getDept(id);
formData.value.bBankName = res.bankName;
formData.value.bBankAccount = res.bankAccount;
formData.value.bLegalRepresentative = res.legalRepresentative;
formData.value.bBusinessLicenseNumber = res.businessLicenseNumber;
formData.value.bBusinessLicense = res.businessLicense;
} catch (err) {
} finally {
formLoading.value = false;
}
}
/** 打开弹窗 */
const open = async (type: string) => {
formType.value = type
// 修改时，设置数据
if (type) {
formLoading.value = true
try {
formData.value = await ContractApi.getContract(type)
} finally {
formLoading.value = false
}
}
deptList.value = await DeptApi.getSimpleDeptList()
// 获得用户列表
invoiceTemplateList.value = await BillTemplateApi.getSimpleList()
}
/** 表单校验 */
const validate = () => {
return formRef.value.validate()
}
/** 表单值 */
const getData = () => {
return formData.value
}
defineExpose({ open, validate, getData }) // 提供 open 方法，用于打开弹窗
/** 重置表单 */
const resetForm = () => {
formData.value = {
no: undefined,
customerId: undefined,
businessId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
startTime: undefined,
totalPrice: undefined,
paymentTerm: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
creator: undefined,
createTime: undefined,
updater: undefined
}
formRef.value?.resetFields()
}
// const route = useRoute();
// onMounted(async () => {
// console.log('%csrc/views/crm/quotation/QuotationForm.vue:596 route', 'color: #007acc;', route);
// formType.value = route.query.id;
// if (formType.value) open(formType.value)
// // 获得客户列表
// customerList.value = await CustomerApi.getCustomerSimpleList()
// // 获得用户列表
// userOptions.value = await UserApi.getSimpleUserList()
// //票据
// const data = await BillTemplateApi.getBillTemplatePage({
// pageNo: 1,
// pageSize: 1000,
// })
// templateOptions.value = data.list
// businessList.value = await BusinessApi.getSimpleBusinessList()
// // 获得部门树
// deptTree.value = handleTree(await DeptApi.getSimpleDeptList())
// const org = await ContractApi.getOrg({
// pageNo: 1,
// pageSize: 1000
// })
// orgList.value = org.list
// });
</script>

365
src/views/crm/contract/components/ContractExtension.vue Normal file
View File

@ -0,0 +1,365 @@
<template>
<el-form
ref="formRef"
:model="formData"
:rules="formRules"
label-width="130px"
v-loading="formLoading"
>
<el-row>
<el-col :span="8">
<el-form-item label="合作类型" prop="cooperationType">
<el-select v-model="formData.cooperationType" :disabled="!!type" filterable placeholder="请选择合作类型" class="w-1/1">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_COOPERATION_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="企业类型" prop="">
<el-input v-model="formData.no" disabled placeholder="自动获取" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="上市情况" prop="customerId">
<el-select v-model="formData.customerId" :disabled="!!type" placeholder="请选择上市情况" @change="onCustomerChange">
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<!-- <el-col :span="8">
<el-form-item label="合作类型" prop="cooperationType">
<el-input v-model="formData.cooperationType" disabled />
</el-form-item>
</el-col> -->
<el-col :span="8">
<el-form-item label="融资信息" prop="companyType">
<el-select v-model="formData.customerId" :disabled="!!type" placeholder="请选择融资信息" @change="onCustomerChange">
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="实缴资金" prop="paidInCapital">
<el-input v-model="formData.paidInCapital" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="参保人数" prop="insuredCount">
<el-input v-model="formData.insuredCount" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="被告记录" prop="defendantRecord">
<el-radio-group v-model="formData.defendantRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="经营异常" prop="businessAbnormal">
<el-radio-group v-model="formData.businessAbnormal" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="股权出质" prop="equityPledge">
<el-radio-group v-model="formData.equityPledge" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="失信记录" prop="dishonestRecord">
<el-radio-group v-model="formData.dishonestRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="融资记录" prop="financingRecord">
<el-radio-group v-model="formData.financingRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="被执行记录" prop="enforcementRecord">
<el-radio-group v-model="formData.enforcementRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="协议截止日" prop="agreementDeadline">
<el-date-picker
:disabled="!!type"
v-model="formData.agreementDeadline"
type="date"
value-format="YYYY-MM-DD"
placeholder="请选择协议截止日"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="顺延年限" prop="extensionYears">
<el-input v-model="formData.extensionYears" :disabled="!!type" placeholder="请输入顺延年限" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="调整金额截止日期" prop="extensionDate">
<el-date-picker
v-model="formData.extensionDate"
:disabled="!!type"
type="date"
value-format="YYYY-MM-DD"
placeholder="调整金额截止日期"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="延期说明" prop="signEmail">
<el-input v-model="formData.signEmail" :disabled="!!type" type="textarea" :row="5" placeholder="请输入延期说明" />
</el-form-item>
</el-col>
</el-row>
</el-form>
<!-- 子表的表单 -->
</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'
import * as CustomerApi from '@/api/crm/customer'
import * as UserApi from '@/api/system/user'
import * as DeptApi from '@/api/system/dept'
import * as BusinessApi from '@/api/crm/business'
import { propTypes } from '@/utils/propTypes'
/** CRM 方案报价 表单 */
defineOptions({ name: 'QuotationForm' })
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
const customerList = ref([]) // 客户列表的数据
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const templateOptions = ref([])
const businessList = ref([])
const deptTree = ref() // 部门树形结构
const deptList = ref() // 部门
const orgList = ref([])
const invoiceTemplateList = ref([])
const { proxy }: any = getCurrentInstance();
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const formData = ref({
no: undefined,
customerId: undefined,
businessId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
paymentTerm: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
creator: undefined,
createTime: undefined,
updater: undefined,
onlinePrice: undefined,
offlinePrice: undefined,
totalPrice: undefined,
cooperationType: undefined, // 合作类型
companyType: undefined, // 公司类型
listingStatus: undefined, // 上市情况
financingInfo: undefined, // 融资信息
paidInCapital: undefined, // 实缴资金
insuredCount: undefined, // 参保人数
establishmentDate: undefined, // 成立日期
enterpriseType: undefined, // 企业类型
businessStatus: undefined, // 营业状态
defendantRecord: undefined, // 被告记录
businessAbnormal: undefined, // 经营异常
equityPledge: undefined, // 股权出质
dishonestRecord: undefined, // 失信记录
financingRecord: undefined, // 融资记录
enforcementRecord: undefined, // 被执行记录
bBankName: undefined, // 开户行
bBankAccount: undefined, // 银行账号
bLegalRepresentative: undefined, // 法人代表
bBusinessLicenseNumber: undefined, // 营业执照号
bBusinessLicense: undefined // 营业执照
})
const formRules = reactive({
// 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' }],
// 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' }],
// invoiceTemplateId: [{ required: true, message: '票据模板Id不能为空', trigger: 'change' }]
})
const formRef = ref() // 表单 Ref
/** 子表的表单 */
const subTabsName = ref('quotationProduct')
const quotationProductFormRef = ref()
const props = defineProps<{
data: undefined
}>()
/** 监听主表的关联字段的变化，加载对应的子表数据 */
watch(
() => props.data,
async (val) => {
// 1. 重置表单
formData.value = val
},
{ immediate: true }
)
const onBusinessChange = async (businessId: string) => {
if (!businessId) return
try {
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) => {
if (!customerId) return;
try {
formLoading.value = true;
const customerRes = await CustomerApi.getCustomer(customerId);
formData.value.cooperationType = customerRes.cooperationType;
formData.value.companyType = customerRes.companyType;
formData.value.listingStatus = customerRes.listingStatus;
formData.value.financingInfo = customerRes.financingInfo;
formData.value.paidInCapital = customerRes.paidInCapital;
formData.value.insuredCount = customerRes.insuredCount;
formData.value.establishmentDate = customerRes.establishmentDate;
formData.value.enterpriseType = customerRes.enterpriseType;
formData.value.businessStatus = customerRes.businessStatus;
formData.value.defendantRecord = customerRes.defendantRecord;
formData.value.businessAbnormal = customerRes.businessAbnormal;
formData.value.equityPledge = customerRes.equityPledge;
formData.value.dishonestRecord = customerRes.dishonestRecord;
formData.value.financingRecord = customerRes.financingRecord;
formData.value.enforcementRecord = customerRes.enforcementRecord;
} catch (err) {
console.error('获取客户详情失败:', err);
} finally {
formLoading.value = false;
}
}
const onPartnerChange = async (id: string) => {
if (!id) return
try {
formLoading.value = true;
const res = await DeptApi.getDept(id);
formData.value.bBankName = res.bankName;
formData.value.bBankAccount = res.bankAccount;
formData.value.bLegalRepresentative = res.legalRepresentative;
formData.value.bBusinessLicenseNumber = res.businessLicenseNumber;
formData.value.bBusinessLicense = res.businessLicense;
} catch (err) {
} finally {
formLoading.value = false;
}
}
/** 打开弹窗 */
const open = async (type: string) => {
formType.value = type
// 修改时，设置数据
if (type) {
formLoading.value = true
try {
formData.value = await QuotationApi.getQuotation(type)
} finally {
formLoading.value = false
}
}
deptList.value = await DeptApi.getSimpleDeptList()
// 获得用户列表
invoiceTemplateList.value = await BillTemplateApi.getSimpleList()
}
/** 表单校验 */
const validate = () => {
return formRef.value.validate()
}
/** 表单值 */
const getData = () => {
return formData.value
}
defineExpose({ open, validate, getData }) // 提供 open 方法，用于打开弹窗
</script>

5
src/views/crm/contract/components/ContractList.vue
View File

@ -54,12 +54,9 @@
/>
</ContentWrap>
<!-- 表单弹窗：添加 -->
<ContractForm ref="formRef" @success="getList" />
</template>
<script setup lang="ts">
import * as ContractApi from '@/api/crm/contract'
import ContractForm from './../ContractForm.vue'
import { BizTypeEnum } from '@/api/crm/permission'
import { dateFormatter } from '@/utils/formatTime'
import { DICT_TYPE } from '@/utils/dict'
@ -116,7 +113,7 @@ const handleQuery = () => {
/** 添加 */
const formRef = ref()
const openForm = () => {
formRef.value.open('create')
push({ name: 'CrmContractAdd' })
}
/** 打开合同详情 */

56
src/views/crm/contract/components/ContractProductForm.vue
View File

@ -10,13 +10,13 @@
>
<el-table :data="formData" class="-mt-10px">
<el-table-column label="序号" type="index" width="100" />
<el-table-column label="产品编号" min-width="150">
<!-- <el-table-column label="产品编号" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productId`" :rules="formRules.productId" class="mb-0px!">
<el-input v-model="row.productId" placeholder="请输入产品编号" disabled />
</el-form-item>
</template>
</el-table-column>
</el-table-column> -->
<el-table-column label="产品名称" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productName`" :rules="formRules.productName" class="mb-0px!">
@ -41,7 +41,14 @@
<el-table-column label="产品单位" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productUnit`" :rules="formRules.productUnit" class="mb-0px!">
<el-input v-model="row.productUnit" placeholder="请输入产品单位" disabled />
<el-select v-model="row.productUnit" placeholder="产品单位" disabled>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_UNIT)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
@ -69,32 +76,60 @@
<el-table-column label="产品票据" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productInvoice`" :rules="formRules.productInvoice" class="mb-0px!">
<el-input v-model="row.productInvoice" placeholder="请输入产品票据" disabled />
<el-select v-model="row.productInvoice" placeholder="请选择状态" disabled>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_INVOICE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="产品开具项目" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productInvoiceItem`" :rules="formRules.productInvoiceItem" class="mb-0px!">
<el-input v-model="row.productInvoiceItem" placeholder="请输入产品开具项目" disabled />
<el-select v-model="row.productInvoiceItem" placeholder="请选择状态" disabled>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_INVOICE_ITEMS)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="服务费票据" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.serviceInvoice`" :rules="formRules.serviceInvoice" class="mb-0px!">
<el-input v-model="row.serviceInvoice" placeholder="请输入服务费票据" disabled />
<el-select v-model="row.serviceInvoice" placeholder="服务费票据" disabled>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_SERVICE_FEE_INVOICE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="服务开具项目" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.serviceInvoiceItem`" :rules="formRules.serviceInvoiceItem" class="mb-0px!">
<el-input v-model="row.serviceInvoiceItem" placeholder="请输入服务开具项目" disabled />
<el-select v-model="row.serviceInvoiceItem" placeholder="服务开具项目" disabled>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_SERVICE_FEE_INVOICE_ITEMS)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="60">
<el-table-column align="center" fixed="right" label="操作" width="60" v-if="!type">
<template #default="{ $index }">
<el-button @click="handleDelete($index)" link>—</el-button>
</template>
@ -105,11 +140,12 @@
<script setup lang="ts">
import * as ProductApi from '@/api/crm/product'
import { erpPriceInputFormatter, erpPriceMultiply } from '@/utils'
import { DICT_TYPE } from '@/utils/dict'
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
const props = defineProps<{
products: undefined
disabled: false
disabled: false,
type: undefined
}>()
const formLoading = ref(false) // 表单的加载中
const formData = ref([])

160
src/views/crm/contract/components/QuotationList.vue Normal file
View File

@ -0,0 +1,160 @@
<template>
<!-- 操作栏 -->
<el-row justify="end">
<el-button @click="openFormAdd">
<Icon class="mr-5px" icon="clarity:contract-line" />
创建方案报价
</el-button>
</el-row>
<!-- 列表 -->
<ContentWrap class="mt-10px">
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column label="报价单编号" align="center" prop="no" />
<el-table-column label="客户名称" align="center" prop="customerId">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
{{ scope.row.customerName }}
</el-link>
</template>
</el-table-column>
<el-table-column label="商机负责人" align="center" prop="ownerUserId">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openContactDetail(scope.row.ownerUserId)"
>
{{ scope.row.ownerUserName }}
</el-link>
</template>
</el-table-column>
<el-table-column label="账期" align="center" prop="paymentTerm">
<template #default="scope">
<dict-tag :type="'payment_term'" :value="scope.row.paymentTerm" />
</template>
</el-table-column>
<el-table-column label="授信方式" align="center" prop="creditMethod">
<template #default="scope">
<dict-tag :type="'credit_method'" :value="scope.row.creditMethod" />
</template>
</el-table-column>
<el-table-column label="授信计算周期" align="center" prop="creditCalcCycle">
<template #default="scope">
<dict-tag :type="'credit_calc_cycle'" :value="scope.row.creditCalcCycle" />
</template>
</el-table-column>
<el-table-column label="授信额度" align="center" prop="creditLimit" />
<el-table-column label="合作主体" align="center" prop="partnerCompanyName" />
<el-table-column label="审批状态" align="center" prop="auditStatus">
<template #default="scope">
<dict-tag :type="DICT_TYPE.SYSTEM_USER_SEX" :value="scope.row.auditStatus" />
</template>
</el-table-column>
<el-table-column
label="创建时间"
align="center"
prop="createTime"
:formatter="dateFormatter"
width="180px"
/>
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/>
</ContentWrap>
</template>
<script setup lang="ts">
import { getIntDictOptions, DICT_TYPE } from '@/utils/dict'
import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import { QuotationApi, QuotationVO } from '@/api/crm/quotation'
import * as CustomerApi from '@/api/crm/customer'
import * as UserApi from '@/api/system/user'
import * as DeptApi from '@/api/system/dept'
import { propTypes } from '@/utils/propTypes'
/** CRM 方案报价 列表 */
defineOptions({ name: 'Quotation' })
const props = defineProps({
bizId: propTypes.number.def(undefined),
})
const message = useMessage() // 消息弹窗
const { t } = useI18n() // 国际化
const { push } = useRouter()
const loading = ref(true) // 列表的加载中
const list = ref<QuotationVO[]>([]) // 列表的数据
const total = ref(0) // 列表的总页数
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
no: undefined,
customerId: undefined,
ownerUserId: undefined,
partnerCompanyId: undefined,
createTime: []
})
const queryFormRef = ref() // 搜索的表单
const exportLoading = ref(false) // 导出的加载中
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
queryParams.customerId = props.bizId
const data = await QuotationApi.getQuotationPage(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 重置按钮操作 */
const resetQuery = () => {
queryFormRef.value.resetFields()
handleQuery()
}
/** 添加/修改操作 */
const formRef = ref()
const openFormAdd = () => {
push({ name: 'QuotationAdd' })
}
/** 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 QuotationApi.deleteQuotation(id)
message.success(t('common.delSuccess'))
// 刷新列表
await getList()
} catch {}
}
/** 初始化 **/
onMounted(async () => {
getList()
})
</script>

428
src/views/crm/contract/detail/ContractChangeDetail.vue Normal file
View File

@ -0,0 +1,428 @@
<template>
<ContentWrap class="mt-10px">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="120px"
>
<el-row>
<!-- <el-col :span="8">
<el-form-item label="合同查询" prop="quotationId">
<el-select
@change="handleQuotationChange"
v-model="formData.quotationId"
class="w-1/1"
>
<el-option
v-for="item in quotationList"
:key="item.id"
:label="item.no"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col> -->
<el-col :span="8">
<el-form-item label="客户名称" prop="customerId">
<el-select
v-model="formData.customerId"
disabled=""
placeholder="请选择客户"
class="w-1/1"
>
<el-option
v-for="item in contactList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="协议编码" prop="name">
<el-input v-model="formData.processInstanceId" disabled placeholder="协议编码" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同状态" prop="quotationId">
<el-select v-model="formData.auditStatus" disabled clearable placeholder="请选择合同状态">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="协议截止日期" prop="endTime">
<el-date-picker
v-model="formData.endTime"
disabled
type="date"
value-format="x"
placeholder="请选择协议截止日期"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="变更项目" prop="endTime">
<el-radio-group v-model="formData.radio" disabled>
<el-radio :value="1">额度</el-radio>
<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="6">重签</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<!-- 子表的表单 -->
<ContentWrap>
<ContractChangeLimit
v-if="formData.radio == 1"
:type="1"
ref="limitFormRef"
:formData="formData"
:disabled="disabled"
/>
<div v-if="formData.radio == 2">
<ContentWrap style="border: none">
甲方现授权人信息
</ContentWrap>
<ContractAuthPersonInfo
ref="personDataRef"
:products="formData.contractAAuthorizedPersons"
/>
<!-- <ContentWrap style="border: none">
甲方授权人
</ContentWrap>
<ContractAAuthorizedCompanyForm ref="contractAAuthorizedCompanyFormRef" :contract-id="formData.id" /> -->
</div>
<ContracExtension ref="contractExtensionFormRef" :type="1" :formData="formData" v-if="formData.radio == 3" />
<ContractStop ref="contractStopFormRef" :type="1" :formData="formData" v-if="formData.radio == 4" />
<ContractAAuthorizedCompanyForm :type="1" ref="contractAAuthorizedCompanyFormRef1" v-if="formData.radio == 5" :contract-id="formData.id" />
<ContractForm ref="contractFormRef" :type="1" :id="formType" :formData="formData" v-if="formData.radio == 6" />
</ContentWrap>
</el-form>
</ContentWrap>
</template>
<script lang="ts" setup>
import { getIntDictOptions, DICT_TYPE } from '@/utils/dict'
import * as CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import * as ContactApi from '@/api/crm/contact'
import * as UserApi from '@/api/system/user'
import { QuotationApi,QuotationVO } from '@/api/crm/quotation'
import { erpPriceMultiply, erpPriceInputFormatter, jsonParse } from '@/utils'
import { useUserStore } from '@/store/modules/user'
import ContractChangeLimit from '@/views/crm/contract/components/ContractChangeLimit.vue'
import ContractAuthPersonInfo from '@/views/crm/contract/components/ContractAuthPersonInfo.vue'
import ContracExtension from '@/views/crm/contract/components/ContractExtension.vue'
import ContractStop from '@/views/crm/contract/components/ContracStop.vue'
import ContractProductForm from '@/views/crm/contract/components/ContractProductForm.vue'
import ContractAAuthorizedCompanyForm from '../components/ContractAAuthorizedCompanyForm.vue'
import ContractForm from './ContractDetail.vue'
import { propTypes } from '@/utils/propTypes'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
const { proxy }: any = getCurrentInstance();
const props = defineProps({
id: propTypes.number.def(undefined)
})
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const formData = ref({
authPerson: [],
id: undefined,
name: undefined,
no: undefined,
customerId: undefined,
quotationId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
startTime: undefined,
endTime: undefined,
penaltyRate: undefined,
latePaymentRate: undefined,
settleMethod: undefined,
lastPayDate: undefined,
contractTerm: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
offlinePrice: undefined,
onlinePrice: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
afterSaleUserId: undefined,
collUserId: undefined,
totalPrice: undefined,
contractBody: undefined,
contractAgreement: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
quotationTimes: undefined,
products: []
})
const formRules = reactive({
name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }],
customerId: [{ required: true, message: '客户不能为空', 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' }]
})
const formRef = ref() // 表单 Ref
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const customerList = ref([]) // 客户列表的数据
const quotationList = ref<QuotationVO[]>([])
const contactList = ref<ContactApi.ContactVO[]>([])
/** 子表的表单 */
const subTabsName = ref('limit')
const contractAAuthorizedCompanyFormRef = ref()
const contractAAuthorizedCompanyFormRef1 = ref()
const limitFormRef = ref()
const contractExtensionFormRef = ref()
const contractStopFormRef = ref()
const contractFormRef = ref()
/** 计算 discountPrice、totalPrice 价格 */
watch(
() => formData.value,
(val) => {
if (!val) {
return
}
// const totalPrice = val.products.reduce((prev, curr) => prev + curr.totalPrice, 0)
// 赋值
// formData.value.totalPrice = totalPrice
},
{ deep: true }
)
/** 打开弹窗 */
const open = async (type: string) => {
if (type) {
formLoading.value = true
try {
formData.value = await ContractApi.getChangeContract(type)
} finally {
formLoading.value = false
}
}
}
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
const submitForm = async () => {
// 校验表单
if (!formRef) return
const valid = await formRef.value.validate()
if (!valid) return
// const Authalid = await contractAAuthorizedCompanyFormRef.value.validate()
// if (!Authalid) return
// const Authalid1 = await contractAAuthorizedCompanyFormRef1.value.validate()
// if (!Authalid1) return
// const limitValid = await limitFormRef.value.validate()
// if (!limitValid) return
// const extensionValid = await contractExtensionFormRef.value.validate()
// if (!extensionValid) return
// const stopValid = await contractStopFormRef.value.validate()
// if (!stopValid) return
// const contractValid = await contractFormRef.value.validate()
// if (!contractValid) return
// console.log('%csrc/views/crm/contract/ContractChange.vue:247 123', 'color: #007acc;', extensionValid,123);
// return
// 提交请求
formLoading.value = true
try {
const data = unref(JSON.parse(JSON.stringify(formData.value))) as unknown as ContractApi.ContractVO
// 拼接子表的数据
data.contractAAuthorizedCompanys = limitFormRef.value.getData()
data.contractAAuthorizedCompanys = contractExtensionFormRef.value.getData()
data.contractAAuthorizedCompanys = contractStopFormRef.value.getData()
data.contractAAuthorizedCompanys = contractFormRef.value.getData()
data.contractAAuthorizedCompanys = contractAAuthorizedCompanyFormRef.value.getData()
data.contractId = data.id
delete data.id
await ContractApi.changeContract(data)
message.success(t('common.createSuccess'))
dialogVisible.value = false
// 发送操作成功的事件
emit('success')
goBack()
} finally {
formLoading.value = false
}
}
const goBack = ()=> {
proxy.$router.go(-1)
}
/** 重置表单 */
const resetForm = () => {
formData.value = {
id: undefined,
name: undefined,
no: undefined,
customerId: undefined,
quotationId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
startTime: undefined,
endTime: undefined,
penaltyRate: undefined,
latePaymentRate: undefined,
settleMethod: undefined,
lastPayDate: undefined,
contractTerm: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
offlinePrice: undefined,
onlinePrice: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
afterSaleUserId: undefined,
collUserId: undefined,
totalPrice: undefined,
contractBody: undefined,
contractAgreement: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
quotationTimes: undefined,
products: []
}
formRef.value?.resetFields()
}
/** 处理商机变化 */
const handleQuotationChange = async (quotationId: number) => {
if (!quotationId) return
try {
const quotation = await QuotationApi.getQuotation(quotationId)
formData.value.products = quotation.products;
formData.value.customerId = quotation.customerId;
formData.value.invoiceTemplateId = quotation.invoiceTemplateId;
formData.value.ownerUserId = quotation.ownerUserId;
formData.value.expanderUserId = quotation.expanderUserId;
formData.value.pricingUserId = quotation.pricingUserId;
formData.value.signUserId = quotation.signUserId;
formData.value.signPhoneNumber = quotation.signPhoneNumber;
formData.value.signEmail = quotation.signEmail;
formData.value.signWechat = quotation.signWechat;
formData.value.partnerCompanyId = quotation.partnerCompanyId;
formData.value.creditLimit = quotation.creditLimit;
formData.value.creditMethod = quotation.creditMethod;
formData.value.creditCalcCycle = quotation.creditCalcCycle;
formData.value.deptId = quotation.deptId;
formData.value.offlinePrice = quotation.offlinePrice;
formData.value.onlinePrice = quotation.onlinePrice;
formData.value.totalPrice = quotation.totalPrice;
// 🔁 自动加载客户详情
await onCustomerChange(quotation.customerId);
} catch (err) {
} finally {
}
}
const onCustomerChange = async (customerId: string) => {
if (!customerId) return;
try {
formLoading.value = true;
const customerRes = await CustomerApi.getCustomer(customerId);
formData.value.cooperationType = customerRes.cooperationType;
formData.value.companyType = customerRes.companyType;
formData.value.listingStatus = customerRes.listingStatus;
formData.value.financingInfo = customerRes.financingInfo;
formData.value.paidInCapital = customerRes.paidInCapital;
formData.value.insuredCount = customerRes.insuredCount;
formData.value.establishmentDate = customerRes.establishmentDate;
formData.value.enterpriseType = customerRes.enterpriseType;
formData.value.businessStatus = customerRes.businessStatus;
formData.value.defendantRecord = customerRes.defendantRecord;
formData.value.businessAbnormal = customerRes.businessAbnormal;
formData.value.equityPledge = customerRes.equityPledge;
formData.value.dishonestRecord = customerRes.dishonestRecord;
formData.value.financingRecord = customerRes.financingRecord;
formData.value.enforcementRecord = customerRes.enforcementRecord;
} catch (err) {
console.error('获取客户详情失败:', err);
} finally {
formLoading.value = false;
}
}
/** 动态获取客户联系人 */
const getContactOptions = computed(() =>
contactList.value.filter((item) => item.customerId == formData.value.customerId)
)
const route = useRoute();
onBeforeMount(async () => {
console.log('%csrc/views/crm/contract/detail/ContractChangeDetail.vue:409 props.id,route.query.id', 'color: #007acc;', props.id,route.query.id);
formType.value = props.id || route.query.id;
if (formType.value) open(formType.value)
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleList()
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
// 获得报价列表
quotationList.value = await QuotationApi.getSimpleQuotationList()
// 默认新建时选中自己
// if (formType.value === 'create') {
// formData.value.ownerUserId = useUserStore().getUser.id
// }
// 获取联系人
contactList.value = await ContactApi.getSimpleContactList()
});
</script>

842
src/views/crm/contract/detail/ContractDetail.vue Normal file
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@ -0,0 +1,842 @@
<template>
<ContentWrap class="mt-10px">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="120px"
>
<ContentWrap style="border: none;font-weight: 700">
基础信息
</ContentWrap>
<el-row>
<el-col :span="8">
<el-form-item label="合同名称" prop="name">
<el-input v-model="formData.name" disabled placeholder="请输入合同名称" />
</el-form-item>
</el-col>
<el-col :span="8" v-if="formType">
<el-form-item label="合同编号" prop="no">
<el-input v-model="formData.no" disabled placeholder="请输入合同编号" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="报价单编号" prop="quotationId">
<el-select
@change="handleQuotationChange"
v-model="formData.quotationId"
placeholder="请选择报价单编号"
disabled
class="w-1/1"
>
<el-option
v-for="item in quotationList"
:key="item.id"
:label="item.no"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="客户名称" prop="customerId">
<el-select
v-model="formData.customerId"
disabled=""
placeholder="客户"
class="w-1/1"
>
<el-option
v-for="item in contactList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="方案签约人" prop="pricingUserId">
<el-select
@change="handleQuotationChange"
v-model="formData.pricingUserId"
disabled
class="w-1/1"
>
<el-option
v-for="item in quotationList"
:key="item.id"
:label="item.no"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="授信额度" prop="creditLimit">
<el-input v-model="formData.creditLimit" placeholder="授信额度" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="授信方式" prop="creditMethod" >
<el-select v-model="formData.creditMethod" placeholder="授信方式" disabled>
<el-option
v-for="dict in getIntDictOptions('credit_method')"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="授信计算周期" prop="creditCalcCycle" >
<el-select v-model="formData.creditCalcCycle" placeholder="授信计算周期" disabled>
<el-option
v-for="dict in getIntDictOptions('credit_calc_cycle')"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="第几次报价" prop="quotationTimes">
<el-input v-model="formData.quotationTimes" disabled placeholder="第几次报价" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="账期" prop="paymentTerm">
<el-select v-model="formData.paymentTerm" disabled placeholder="账期">
<el-option
v-for="dict in getStrDictOptions('payment_term')"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="票据模板" prop="invoiceTemplateId">
<el-select v-model="formData.invoiceTemplateId" disabled placeholder="请选择票据模板">
<el-option
v-for="dict in templateOptions"
:key="dict.id"
:label="dict.name"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="线上总金额" prop="onlinePrice">
<el-input
disabled
v-model="formData.onlinePrice"
placeholder="请输入线上总金额，单位：元"
:formatter="erpPriceInputFormatter"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="线下总金额" prop="offlinePrice">
<el-input
disabled
v-model="formData.offlinePrice"
placeholder="请输入线下总金额，单位：元"
:formatter="erpPriceInputFormatter"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="总金额" prop="price">
<el-input
disabled
placeholder="总金额"
v-model="formData.totalPrice"
:formatter="erpPriceInputFormatter"
/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="24">
<ContentWrap style="border: none;font-weight: 700">
甲方基本信息
</ContentWrap>
</el-col>
<el-col :span="8">
<el-form-item label="甲方名称" prop="partyName">
<el-select v-model="formData.partyName" disabled placeholder="甲方名称">
<el-option
v-for="dict in getStrDictOptions('payment_term')"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<!-- <el-col :span="8">
<el-form-item label="客户编号" prop="customerId">
<el-input v-model="formData.customerId" disabled placeholder="客户编号" />
</el-form-item>
</el-col> -->
<el-col :span="8">
<el-form-item label="法人代表" prop="legalPersonName">
<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="creditNo">
<el-input v-model="formData.creditNo" placeholder="统一信用代码" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="企业类型" prop="regType">
<el-input v-model="formData.regType" placeholder="企业类型" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-form-item label="融资信息" prop="financingInfo">
<el-input v-model="formData.financingInfo" placeholder="融资信息" disabled />
</el-form-item> -->
</el-col>
<el-col :span="8">
<el-form-item label="实缴资金" prop="actualCapital">
<el-input v-model="formData.actualCapital" placeholder="实缴资金" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="参保人数" prop="socialEmployeeNum">
<el-input v-model="formData.socialEmployeeNum" placeholder="参保人数" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-form-item label="上市情况" prop="listingStatus">
<el-input v-model="formData.listingStatus" placeholder="上市情况" disabled />
</el-form-item> -->
</el-col>
<el-col :span="8">
<el-form-item label="注册地址" prop="registeredAddress">
<el-input v-model="formData.registeredAddress" placeholder="注册地址" disabled />
</el-form-item>
</el-col>
<el-col :span="24">
<ContentWrap style="border: none;font-weight: 700">
乙方基本信息
</ContentWrap>
</el-col>
<el-col :span="8">
<el-form-item label="合作主体" prop="partnerCompanyId">
<el-select v-model="formData.partnerCompanyId" placeholder="合作主体" disabled >
<el-option
v-for="dict in orgList"
:key="dict.id"
:label="dict.orgName"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="开户行" prop="bankName">
<el-input v-model="formData.bankName" placeholder="开户行" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="银行账号" prop="bankAccount">
<el-input v-model="formData.bankAccount" placeholder="银行账号" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="法人代表" prop="legalRepresentative">
<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="ownerUserId">
<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.ownerUserMobile"
placeholder="手机号"
disabled
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="E-mail" prop="email">
<el-input
v-model="formData.ownerUserEmail"
placeholder="E-mail"
disabled
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="微信号" prop="wechat">
<el-input
v-model="formData.ownerUserWechat"
placeholder="微信号"
disabled
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="归属部门" prop="deptId">
<el-tree-select
v-model="formData.deptId"
:data="deptTree"
disabled
:props="defaultProps"
check-strictly
node-key="id"
placeholder="归属部门"
/>
</el-form-item>
</el-col>
<el-col :span="24">
<ContentWrap style="border: none;font-weight: 700">
合同信息
</ContentWrap>
</el-col>
<el-col :span="8">
<el-form-item label="合同类型" prop="contractType">
<el-radio-group v-model="formData.contractType" disabled>
<el-radio :label="1">单次合同</el-radio>
<el-radio :label="2">框架合同</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同签订日期" prop="startTime">
<el-date-picker
v-model="formData.startTime"
disabled
type="date"
value-format="x"
placeholder="选择合同签订日期"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同结束时间" prop="endTime">
<el-date-picker
v-model="formData.endTime"
type="date"
disabled
value-format="x"
placeholder="选择合同结束时间"
style="width: 100%"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="合同期限(月)" prop="contractTerm">
<el-input v-model="formData.contractTerm" disabled oninput = "value=value.replace(/[^\d]/g,'')" placeholder="请输入合同期限(月)" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="账单日" prop="statementDate">
<el-select v-model="formData.statementDate" disabled placeholder="请选择账单日" >
<el-option
v-for="(dict, index) in statement"
:key="index"
:label="index + 1"
:value="index + 1"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="最晚付款日" prop="lastPayDate">
<el-select v-model="formData.lastPayDate" disabled placeholder="请选择最晚付款日" >
<el-option
v-for="(dict, index) in statement"
:key="index"
:label="index + 1"
:value="index + 1"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="违约金比例" prop="penaltyRate">
<el-input v-model="formData.penaltyRate" disabled placeholder="请输入违约金比例" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="延期付款利率" prop="latePaymentRate">
<el-input v-model="formData.latePaymentRate" disabled placeholder="请输入延期付款利率" />
</el-form-item>
</el-col>
<!-- <el-col :span="8">
<el-form-item label="票据模板" prop="invoiceTemplateId">
<el-input v-model="formData.invoiceTemplateId" placeholder="请输入票据模板" disabled />
</el-form-item>
</el-col>
</el-row>
<el-row> -->
<el-col :span="24">
<ContentWrap style="border: none;font-weight: 700">
财务与客服对接信息
</ContentWrap>
</el-col>
<el-col :span="8">
<el-form-item label="财务结算方式" prop="settleMethod">
<el-radio-group v-model="formData.settleMethod" disabled>
<el-radio :label="1">按月结算</el-radio>
<el-radio :label="0">按项目结算</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="售后维护人" prop="afterSaleUserId">
<el-select v-model="formData.afterSaleUserId" disabled placeholder="请选择售后维护人">
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="协作人" prop="collUserId">
<el-select v-model="formData.collUserId" disabled placeholder="请选择协作人">
<el-option
v-for="dict in userOptions"
:key="dict.id"
:label="dict.nickname"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="合同正文" prop="contractBody">
<el-input v-model="formData.contractBody" disabled type="textarea" rows="5" placeholder="请输入合同正文" />
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="合同补充协议" prop="contractAgreement">
<el-input v-model="formData.contractAgreement" disabled type="textarea" rows="5" placeholder="请输入合同补充协议" />
</el-form-item>
</el-col>
</el-row>
<!-- 子表的表单 -->
<ContentWrap>
<el-tabs v-model="subTabsName" class="-mt-15px -mb-10px">
<el-tab-pane label="产品清单" name="product">
<ContractProductForm
:type="1"
ref="productFormRef"
:products="formData.products"
:disabled="disabled"
/>
</el-tab-pane>
<el-tab-pane label="合同甲方关联单位" name="contractAAuthorizedCompany">
<ContractAAuthorizedCompanyForm :type="1" ref="contractAAuthorizedCompanyFormRef" :contract-id="formData.id" />
</el-tab-pane>
<el-tab-pane label="合同甲方授权人信息" name="contractAAuthorizedPerson">
<ContractAAuthorizedPersonForm :type="1" ref="contractAAuthorizedPersonFormRef" :contract-id="formData.id" />
</el-tab-pane>
<el-tab-pane label="合同乙方授权人信息" name="contractBAuthorizedPerson">
<ContractBAuthorizedPersonForm :type="1" ref="contractBAuthorizedPersonFormRef" :contract-id="formData.id" />
</el-tab-pane>
</el-tabs>
</ContentWrap>
</el-form>
<!-- 显示在其他页面时的判断type -->
</ContentWrap>
</template>
<script lang="ts" setup>
import * as CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import * as ContactApi from '@/api/crm/contact'
import * as UserApi from '@/api/system/user'
import { QuotationApi,QuotationVO } from '@/api/crm/quotation'
import { erpPriceMultiply, erpPriceInputFormatter } from '@/utils'
import { useUserStore } from '@/store/modules/user'
import { BillTemplateApi, BillTemplateVO } from '@/api/crm/billtemplate'
import ContractProductForm from '@/views/crm/contract/components/ContractProductForm.vue'
import ContractAAuthorizedCompanyForm from '../components/ContractAAuthorizedCompanyForm.vue'
import ContractAAuthorizedPersonForm from '../components/ContractAAuthorizedPersonForm.vue'
import ContractBAuthorizedPersonForm from '../components/ContractBAuthorizedPersonForm.vue'
import { propTypes } from '@/utils/propTypes'
import { getIntDictOptions, getStrDictOptions, DICT_TYPE } from '@/utils/dict'
import { defaultProps, handleTree } from '@/utils/tree'
import * as DeptApi from '@/api/system/dept'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
const { proxy }: any = getCurrentInstance();
const props = defineProps({
id: propTypes.number.def(undefined),
type: propTypes.number.def(undefined),
})
const templateOptions = ref([])
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const deptTree = ref() // 部门树形结构
const formData = ref({
id: undefined,
name: undefined,
no: undefined,
customerId: undefined,
partyName: undefined,
lastPayDate: undefined,
partAddress: undefined,
secPartyPerson: undefined,
wechat: undefined,
quotationId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
startTime: undefined,
endTime: undefined,
penaltyRate: undefined,
latePaymentRate: undefined,
settleMethod: undefined,
lastPayDate: undefined,
contractTerm: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
offlinePrice: undefined,
onlinePrice: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
afterSaleUserId: undefined,
collUserId: undefined,
totalPrice: undefined,
contractBody: undefined,
contractAgreement: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
quotationTimes: undefined,
statementDate: undefined,
products: []
})
const formRules = reactive({
name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }],
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' }],
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' }],
latePaymentRate: [{ required: true, message: '延期付款利率不能为空', trigger: 'blur' }],
collUserId: [{ required: true, message: '协作人不能为空', trigger: 'blur' }],
})
const formRef = ref() // 表单 Ref
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const customerList = ref([]) // 客户列表的数据
const quotationList = ref<QuotationVO[]>([])
const contactList = ref<ContactApi.ContactVO[]>([])
const orgList = ref([])
const statement = ref(new Array(31).fill(null))
/** 子表的表单 */
const subTabsName = ref('product')
const productFormRef = ref()
const contractAAuthorizedCompanyFormRef = ref()
const contractAAuthorizedPersonFormRef = ref()
const contractBAuthorizedPersonFormRef = ref()
/** 计算 discountPrice、totalPrice 价格 */
watch(
() => formData.value,
(val) => {
if (!val) {
return
}
// const totalPrice = val.products.reduce((prev, curr) => prev + curr.totalPrice, 0)
// 赋值
// formData.value.totalPrice = totalPrice
},
{ deep: true }
)
/** 打开弹窗 */
const open = async (type: string) => {
if (type) {
// formLoading.value = true
try {
formData.value = await ContractApi.getContract(type)
} finally {
formLoading.value = false
}
}
}
/** 表单校验 */
const validate = () => {
return formRef.value.validate()
}
/** 表单值 */
const getData = () => {
return formData.value
}
defineExpose({ open, validate, getData }) // 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
const submitForm = async () => {
// 校验表单
if (!formRef) return
const valid = await formRef.value.validate()
if (!valid) return
// 提交请求
if(contractAAuthorizedCompanyFormRef.value.getData().length) {
const contractAAuthorizedCompanyValid = await contractAAuthorizedCompanyFormRef.value.validate()
if (!contractAAuthorizedCompanyValid) return message.warning('请完善合同甲方关联单位')
} else {
return message.warning('请完善合同甲方关联单位')
}
if(contractAAuthorizedPersonFormRef.value.getData().length) {
const contractAAuthorizedPerson = await contractAAuthorizedPersonFormRef.value.validate()
if (!contractAAuthorizedPerson) return message.warning('请完善合同甲方授权人信息')
} else {
return message.warning('请完善合同甲方授权人信息')
}
if(contractBAuthorizedPersonFormRef.value.getData().length) {
const contractBAuthorizedPersonPerson = await contractBAuthorizedPersonFormRef.value.validate()
if (!contractBAuthorizedPersonPerson) return message.warning('请完善合同乙方授权人信息')
} else {
return message.warning('请完善合同乙方授权人信息')
}
return
formLoading.value = true
try {
const data = unref(formData.value) as unknown as ContractApi.ContractVO
// 拼接子表的数据
data.contractAAuthorizedCompanys = contractAAuthorizedCompanyFormRef.value.getData()
data.contractAAuthorizedPersons = contractAAuthorizedPersonFormRef.value.getData()
data.contractBAuthorizedPersons = contractBAuthorizedPersonFormRef.value.getData()
if (!formType.value ) {
await ContractApi.createContract(data)
message.success(t('common.createSuccess'))
} else {
await ContractApi.updateContract(data)
message.success(t('common.updateSuccess'))
}
dialogVisible.value = false
// 发送操作成功的事件
emit('success')
goBack()
} finally {
formLoading.value = false
}
}
const goBack = ()=> {
proxy.$router.go(-1)
}
/** 重置表单 */
const resetForm = () => {
formData.value = {
id: undefined,
name: undefined,
no: undefined,
customerId: undefined,
quotationId: undefined,
invoiceTemplateId: undefined,
processInstanceId: undefined,
auditStatus: undefined,
startTime: undefined,
endTime: undefined,
penaltyRate: undefined,
latePaymentRate: undefined,
settleMethod: undefined,
lastPayDate: undefined,
contractTerm: undefined,
signUserId: undefined,
signPhoneNumber: undefined,
signEmail: undefined,
signWechat: undefined,
offlinePrice: undefined,
onlinePrice: undefined,
ownerUserId: undefined,
expanderUserId: undefined,
pricingUserId: undefined,
afterSaleUserId: undefined,
collUserId: undefined,
totalPrice: undefined,
contractBody: undefined,
contractAgreement: undefined,
creditMethod: undefined,
creditCalcCycle: undefined,
creditLimit: undefined,
partnerCompanyId: undefined,
deptId: undefined,
quotationTimes: undefined,
paymentTerm: undefined,
products: []
}
formRef.value?.resetFields()
}
/** 处理商机变化 */
const handleQuotationChange = async (quotationId: number) => {
if (!quotationId) return
try {
const quotation = await QuotationApi.getQuotation(quotationId)
formData.value.products = quotation.products;
formData.value.customerId = quotation.customerId;
formData.value.invoiceTemplateId = quotation.invoiceTemplateId;
formData.value.ownerUserId = quotation.ownerUserId;
formData.value.ownerUserMobile = quotation.ownerUserMobile;
formData.value.ownerUserWechat = quotation.ownerUserWechat;
formData.value.ownerUserEmail = quotation.ownerUserEmail;
formData.value.expanderUserId = quotation.expanderUserId;
formData.value.signUserId = quotation.signUserId;
formData.value.signPhoneNumber = quotation.signPhoneNumber;
formData.value.signEmail = quotation.signEmail;
formData.value.paymentTerm = quotation.paymentTerm;
formData.value.partnerCompanyId = quotation.partnerCompanyId;
formData.value.creditLimit = quotation.creditLimit;
formData.value.creditMethod = quotation.creditMethod;
formData.value.creditCalcCycle = quotation.creditCalcCycle;
formData.value.deptId = quotation.deptId;
formData.value.offlinePrice = quotation.offlinePrice;
formData.value.onlinePrice = quotation.onlinePrice;
formData.value.totalPrice = quotation.totalPrice;
const customerRes = await ContractApi.quotationTimes(quotation.id);
formData.value.quotationTimes = customerRes.quotationTimes;
await onCustomerChange(quotation.customerId);
await onPartnerChange(quotation.partnerCompanyId);
} catch (err) {
} finally {
}
}
const onCustomerChange = async (customerId: string) => {
if (!customerId) return;
try {
formLoading.value = true;
const customerRes = await CustomerApi.getCustomer(customerId);
formData.value.cooperationType = customerRes.cooperationType;
formData.value.companyType = customerRes.companyType;
formData.value.listingStatus = customerRes.listingStatus;
formData.value.financingInfo = customerRes.financingInfo;
formData.value.paidInCapital = customerRes.paidInCapital;
formData.value.insuredCount = customerRes.insuredCount;
formData.value.establishmentDate = customerRes.establishmentDate;
formData.value.enterpriseType = customerRes.enterpriseType;
formData.value.actualCapital = customerRes.actualCapital;
formData.value.partAddress = customerRes.partAddress;
formData.value.listingStatus = customerRes.listingStatus;
formData.value.legalPersonName = customerRes.legalPersonName;
formData.value.creditCode = customerRes.creditCode;
formData.value.regType = customerRes.regType;
formData.value.financingInfo = customerRes.financingInfo;
formData.value.socialEmployeeNum = customerRes.socialEmployeeNum;
formData.value.registeredAddress = customerRes.registeredAddress;
} catch (err) {
console.error('获取客户详情失败:', err);
} finally {
formLoading.value = false;
}
}
const onPartnerChange = async (id: string) => {
if (!id) return
try {
formLoading.value = true;
const res = await ContractApi.getOrgInfo(id);
formData.value.bankName = res.bankName;
formData.value.bankAccount = res.bankAccount;
formData.value.legalRepresentative = res.legalRepresentative;
formData.value.businessLicenseNumber = res.businessLicenseNumber;
formData.value.businessLicense = res.businessLicense;
// formData.value.partnerCompanyId = res.partnerCompanyId;
} catch (err) {
} finally {
formLoading.value = false;
}
}
/** 动态获取客户联系人 */
const getContactOptions = computed(() =>
contactList.value.filter((item) => item.customerId == formData.value.customerId)
)
const route = useRoute();
onMounted(async () => {
formType.value = props.id || route.query.id
if (formType.value) await open(formType.value)
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleList()
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
// 获得报价列表
quotationList.value = await QuotationApi.getSimpleQuotationList()
//票据
const tempData = await BillTemplateApi.getBillTemplatePage({
pageNo: 1,
pageSize: 1000,
})
templateOptions.value = tempData.list
// 获得部门树
deptTree.value = handleTree(await DeptApi.getSimpleDeptList())
// 默认新建时选中自己
// if (formType.value === 'create') {
// formData.value.ownerUserId = useUserStore().getUser.id
// }
// 获取联系人
contactList.value = await ContactApi.getSimpleContactList()
const data = await ContractApi.getOrg({
pageNo: 1,
pageSize: 1000
})
orgList.value = data.list
});
</script>

104
src/views/crm/contract/detail/index.vue
View File

@ -1,73 +1,66 @@
<!-- 合同详情页面组件-->
<template>
<ContractDetailsHeader v-loading="loading" :contract="contract">
<el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', contract.id)">
编辑
</el-button>
<el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transferContract">
转移
</el-button>
</ContractDetailsHeader>
<el-col>
<el-tabs>
<el-tab-pane label="跟进记录">
<FollowUpList :biz-id="contract.id" :biz-type="BizTypeEnum.CRM_CONTRACT" />
</el-tab-pane>
<el-tab-pane label="基本信息">
<ContractDetailsInfo :contract="contract" />
</el-tab-pane>
<el-tab-pane label="产品">
<ContractProductList :contract="contract" />
</el-tab-pane>
<el-tab-pane label="回款">
<ReceivablePlanList
:contract-id="contract.id!"
:customer-id="contract.customerId"
@create-receivable="createReceivable"
/>
<ReceivableList
ref="receivableListRef"
:contract-id="contract.id!"
:customer-id="contract.customerId"
/>
</el-tab-pane>
<el-tab-pane label="团队成员">
<PermissionList
ref="permissionListRef"
:biz-id="contract.id!"
:biz-type="BizTypeEnum.CRM_CONTRACT"
:show-action="true"
@quit-team="close"
/>
</el-tab-pane>
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
</el-tabs>
</el-col>
<ContentWrap class="mt-10px">
<el-col>
<el-tabs>
<el-tab-pane label="跟进记录">
<FollowUpList :biz-id="contract.id" :type="1" :biz-type="BizTypeEnum.CRM_CONTRACT" />
</el-tab-pane>
<el-tab-pane label="合同信息">
<ContractDetailsInfo :contract="contract" />
</el-tab-pane>
<!-- <el-tab-pane label="产品">
<ContractProductList :contract="contract" />
</el-tab-pane> -->
<!-- <el-tab-pane label="回款">
<ReceivablePlanList
:type="1"
:contract-id="contract.id!"
:customer-id="contract.customerId"
@create-receivable="createReceivable"
/>
<ReceivableList
ref="receivableListRef"
:type="1"
:contract-id="contract.id!"
:customer-id="contract.customerId"
/>
</el-tab-pane> -->
<el-tab-pane label="团队成员">
<PermissionList
ref="permissionListRef"
:type="1"
:biz-id="contract.id!"
:biz-type="BizTypeEnum.CRM_CONTRACT"
:show-action="true"
@quit-team="close"
/>
</el-tab-pane>
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
</el-tabs>
</el-col>
</ContentWrap>
<!-- 表单弹窗：添加/修改 -->
<ContractForm ref="formRef" @success="getContractData" />
<CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CONTRACT" @success="close" />
</template>
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
import { OperateLogVO } from '@/api/system/operatelog'
import * as ContractApi from '@/api/crm/contract'
import ContractDetailsInfo from './ContractDetailsInfo.vue'
import ContractDetailsInfo from './ContractDetail.vue'
import ContractDetailsHeader from './ContractDetailsHeader.vue'
import ContractProductList from './ContractProductList.vue'
import { BizTypeEnum } from '@/api/crm/permission'
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 ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue'
import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue'
import { propTypes } from '@/utils/propTypes'
defineOptions({ name: 'CrmContractDetail' })
const props = defineProps<{ id?: number }>()
const route = useRoute()
const message = useMessage()
@ -75,7 +68,9 @@ 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
const props = defineProps({
id: propTypes.number.def(undefined)
})
/** 编辑 */
const formRef = ref()
const openForm = (type: string, id?: number) => {
@ -127,7 +122,8 @@ const close = () => {
/** 初始化 */
onMounted(async () => {
const id = props.id || route.params.id
console.log('%csrc/views/crm/contract/detail/index.vue:125 props.id', 'color: #007acc;', props.id);
const id = props.id || route.query.id
if (!id) {
message.warning('参数错误，合同不能为空！')
close()

141
src/views/crm/contract/index.vue
View File

@ -53,7 +53,7 @@
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
<el-button v-hasPermi="['crm:contract:create']" type="primary" @click="openForm('create')">
<el-button v-hasPermi="['crm:contract:create']" type="primary" @click="openFormAdd">
<Icon class="mr-5px" icon="ep:plus" />
新增
</el-button>
@ -79,16 +79,16 @@
<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="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)">
<el-link :underline="false" type="primary" @click="openDetail(scope.row)">
{{ scope.row.name }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" label="合同编号" prop="no" width="180" />
<el-table-column align="center" label="客户名称" prop="customerName" width="120">
<template #default="scope">
<!-- <template #default="scope">
<el-link
:underline="false"
type="primary"
@ -96,7 +96,7 @@
>
{{ scope.row.customerName }}
</el-link>
</template>
</template> -->
</el-table-column>
<el-table-column align="center" label="商机名称" prop="businessName" width="130">
<template #default="scope">
@ -192,23 +192,24 @@
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">
<el-table-column align="center" 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="250">
<template #default="scope">
<div style="display:flex">
<el-button
v-if="scope.row.auditStatus === 0"
v-hasPermi="['crm:contract:update']"
link
type="primary"
@click="openForm('update', scope.row.id)"
@click="openFormEdit(scope.row)"
>
编辑
</el-button>
<el-button
<!-- <el-button
v-if="scope.row.auditStatus === 0"
v-hasPermi="['crm:contract:update']"
link
@ -218,30 +219,74 @@
提交审核
</el-button>
<el-button
v-else
link
v-if="scope.row.auditStatus === 0"
v-hasPermi="['crm:contract:update']"
link
type="primary"
@click="handleProcessDetail(scope.row)"
@click="handleChange(scope.row)"
>
查看审批
</el-button>
合同变更
</el-button> -->
<el-button
v-hasPermi="['crm:contract:query']"
link
type="primary"
@click="openDetail(scope.row.id)"
@click="openDetail(scope.row)"
>
详情
</el-button>
<el-button
v-hasPermi="['crm:contract:delete']"
link
type="danger"
@click="handleDelete(scope.row.id)"
>
删除
</el-button>
<el-button
v-if="scope.row.auditStatus !== 0"
link
v-hasPermi="['crm:customer-suggestion:query']"
type="primary"
@click="handleProcessDetail(scope.row)"
>
进度
</el-button>
<el-button
v-if="scope.row.auditStatus !== 0 && scope.row.auditStatus !== 10"
v-hasPermi="['crm:contract:delete']"
link
type="danger"
@click="handleDelete(scope.row.id)"
>
删除
</el-button>
<el-dropdown
v-if="scope.row.auditStatus === 0"
@command="(command) => handleCommand(command, scope.row)"
v-hasPermi="[
'crm:contract:update',
'crm:contract:delete'
]"
>
<el-button type="primary" link><Icon icon="ep:d-arrow-right" /> 更多</el-button>
<template #dropdown>
<el-dropdown-menu>
<el-dropdown-item
command="handleSubmit"
v-if="checkPermi(['crm:contract:update']) && scope.row.auditStatus === 0"
>
提交审核
</el-dropdown-item>
<el-dropdown-item
command="handleChange"
v-if="checkPermi(['crm:contract:update']) && scope.row.auditStatus === 0"
>
合同变更
</el-dropdown-item>
<el-dropdown-item
command="handleDelete"
v-if="checkPermi(['crm:contract:delete']) && scope.row.auditStatus === 0"
>
删除
</el-dropdown-item>
</el-dropdown-menu>
</template>
</el-dropdown>
</div>
</template>
</el-table-column>
</el-table>
@ -254,17 +299,15 @@
/>
</ContentWrap>
<!-- 表单弹窗：添加/修改 -->
<ContractForm ref="formRef" @success="getList" />
</template>
<script lang="ts" setup>
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
import download from '@/utils/download'
import * as ContractApi from '@/api/crm/contract'
import ContractForm from './ContractForm.vue'
import { DICT_TYPE } from '@/utils/dict'
import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
import * as CustomerApi from '@/api/crm/customer'
import { checkPermi } from '@/utils/permission'
import { TabsPaneContext } from 'element-plus'
defineOptions({ name: 'CrmContract' })
@ -321,8 +364,39 @@ const resetQuery = () => {
/** 添加/修改操作 */
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
const router = useRouter() // 路由
const openFormEdit = (row: Object) => {
router.push({ name: 'CrmContractEdit', query: { id: row.id} })
}
const openFormAdd = () => {
push({ name: 'CrmContractAdd' })
}
const openFormDetail = (row: Object) => {
push({ name: 'CrmContractDetail', query: { id: row.id } })
}
const handleChange = (row) => {
router.push({ name: 'CrmContractChange', query: { id: row.id } })
}
/** 操作分发 */
const handleCommand = (command: string, row: UserApi.UserVO) => {
switch (command) {
case 'handleSubmit':
handleSubmit(row)
break
case 'handleChange':
handleChange(row)
break
case 'handleDelete':
handleDelete(row.id)
break
default:
break
}
}
/** 删除按钮操作 */
@ -362,19 +436,19 @@ const handleSubmit = async (row: ContractApi.ContractVO) => {
}
/** 查看审批 */
const handleProcessDetail = (row: ContractApi.ContractVO) => {
push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
const handleProcessDetail = (row) => {
router.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 } })
const openDetail = (row: Object) => {
router.push({ name: 'CrmContractDetail', query: { id: row.id } })
}
/** 打开客户详情 */
const openCustomerDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
router.push({ name: 'CrmCustomerDetail', query: { id } })
}
/** 打开联系人详情 */
@ -392,4 +466,7 @@ onMounted(async () => {
await getList()
customerList.value = await CustomerApi.getCustomerSimpleList()
})
onActivated(()=>{
getList()
})
</script>

234
src/views/crm/customer/CustomerForm.vue
View File

@ -10,14 +10,26 @@
<el-row>
<el-col :span="12">
<el-form-item label="客户名称" prop="name">
<el-input v-model="formData.name" placeholder="请输入客户名称" />
<el-autocomplete
v-model="formData.name"
:fetch-suggestions="querySearchAsync"
:trigger-on-focus="false"
clearable
class="inline-input w-50"
placeholder="请输入客户名称"
@select="handleSelect"
>
<template #default="{ item }">
<div class="value">{{ item.name }}</div>
</template>
</el-autocomplete>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="商务拓展人" prop="developer">
<el-form-item label="线索拓展人" prop="developer">
<el-select
class="w-1/1"
placeholder="请选择商务拓展人"
placeholder="请选择线索拓展人"
v-model="formData.developer"
filterable
>
@ -58,7 +70,7 @@
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<!-- <el-col :span="12">
<el-form-item label="负责人" prop="ownerUserId">
<el-select
v-model="formData.ownerUserId"
@ -73,24 +85,10 @@
/>
</el-select>
</el-form-item>
</el-col>
</el-col> -->
<el-col :span="12">
<el-form-item label="协助人" prop="">
<el-select v-model="formData.assist" filterable placeholder="请选择协助人" class="w-1/1">
<el-option
v-for="item in userOptions"
:key="item.id"
:label="item.nickname"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="线索拓展人" prop="">
<el-select v-model="formData.clueDeveloper" filterable placeholder="请选择线索拓展人" class="w-1/1">
<el-select v-model="formData.assist" collapse-tags collapse-tags-tooltip multiple filterable placeholder="请选择协助人" class="w-1/1">
<el-option
v-for="item in userOptions"
:key="item.id"
@ -100,6 +98,18 @@
</el-select>
</el-form-item>
</el-col>
<!-- <el-col :span="12">-->
<!-- <el-form-item label="线索拓展人" prop="">-->
<!-- <el-select v-model="formData.clueDeveloper" filterable placeholder="请选择线索拓展人" class="w-1/1">-->
<!-- <el-option-->
<!-- v-for="item in userOptions"-->
<!-- :key="item.id"-->
<!-- :label="item.nickname"-->
<!-- :value="item.id"-->
<!-- />-->
<!-- </el-select>-->
<!-- </el-form-item>-->
<!-- </el-col>-->
<el-col :span="12">
<el-form-item label="客户来源" prop="source">
<el-select v-model="formData.source" filterable placeholder="请选择客户来源" class="w-1/1">
@ -112,10 +122,8 @@
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<!-- <el-col :span="12">
<el-form-item label="手机号" prop="mobile">
<el-input v-model="formData.mobile" placeholder="请输入手机号" />
</el-form-item>
@ -125,27 +133,37 @@
<el-input v-model="formData.telephone" placeholder="请输入电话" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="邮箱" prop="email">
<el-input v-model="formData.email" placeholder="请输入邮箱" />
</el-form-item>
</el-col>
</el-col>-->
<!-- <el-col :span="12">
<el-form-item label="客户行业" prop="industryId">
<el-select v-model="formData.industryId" placeholder="请选择客户行业" >
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_INDUSTRY)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col> -->
<el-col :span="12">
<el-form-item label="下次联系时间" prop="contactNextTime">
<el-date-picker
v-model="formData.contactNextTime"
placeholder="选择下次联系时间"
type="datetime"
value-format="x"
class="!w-1/1"
/>
<el-form-item label="客户级别" prop="level">
<el-select v-model="formData.level" placeholder="请选择客户级别" >
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_LEVEL)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<!-- <el-row>
<!-- <el-row>
<el-col :span="12">
<el-form-item label="微信" prop="wechat">
<el-input v-model="formData.wechat" placeholder="请输入微信" />
@ -156,34 +174,68 @@
<el-input v-model="formData.qq" placeholder="请输入 QQ" />
</el-form-item>
</el-col>
</el-row>
<el-row>
</el-row>-->
<!-- <el-col :span="12"> -->
<!-- <el-form-item label="统一信用代码" prop="creditNo">
<el-input v-model="formData.creditNo" disabled placeholder="请输入详细地址" />
</el-form-item>
</el-col> -->
<!-- <el-col :span="12">
<el-form-item label="营业状态" prop="serviceStatus">
<el-input v-model="formData.serviceStatus" disabled placeholder="营业状态" />
</el-form-item>
</el-col> -->
<el-col :span="12">
<el-form-item label="客户行业" prop="industryId">
<el-select v-model="formData.industryId" placeholder="请选择客户行业" class="w-1/1">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_INDUSTRY)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
<el-form-item label="法人代表" prop="legalPersonName">
<el-input v-model="formData.legalPersonName" disabled placeholder="法人代表" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户级别" prop="level">
<el-select v-model="formData.level" placeholder="请选择客户级别" class="w-1/1">
<el-form-item label="注册资本" prop="registerCapital">
<el-input v-model="formData.registerCapital" disabled placeholder="注册资本" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="网站" prop="">
<el-input v-model="formData.website" placeholder="请输入网站" />
</el-form-item>
</el-col>
<!-- <el-col :span="12">
<el-form-item label="所属行业" prop="industryId">
<el-select v-model="formData.industryId" placeholder="所属行业" disabled>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_LEVEL)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_INDUSTRY)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col> -->
<!-- <el-col :span="12">
<el-form-item label="注册地址" prop="registeredAddress">
<el-select v-model="formData.registeredAddress" placeholder="请选择注册地址" >
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_CUSTOMER_LEVEL)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col> -->
<el-col :span="12">
<el-form-item label="注册日期" prop="contactNextTime">
<el-date-picker
disabled
v-model="formData.startDate"
placeholder="选择下次联系时间"
type="date"
value-format="x"
class="!w-1/1"
/>
</el-form-item>
</el-col>
</el-row> -->
<el-row>
<el-col :span="12">
<el-form-item label="地址" prop="areaId">
<el-cascader
@ -202,6 +254,17 @@
<el-input v-model="formData.detailAddress" placeholder="请输入详细地址" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="下次联系时间" prop="contactNextTime">
<el-date-picker
v-model="formData.contactNextTime"
placeholder="选择下次联系时间"
type="datetime"
value-format="x"
class="!w-1/1"
/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="24">
@ -225,6 +288,7 @@ import * as AreaApi from '@/api/system/area'
import { defaultProps } from '@/utils/tree'
import * as UserApi from '@/api/system/user'
import { useUserStore } from '@/store/modules/user'
import { json } from 'stream/consumers'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
@ -238,6 +302,7 @@ const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
const formData = ref({
id: undefined,
name: undefined,
startDate: undefined,
contactNextTime: undefined,
ownerUserId: 0,
mobile: undefined,
@ -252,8 +317,14 @@ const formData = ref({
source: undefined,
remark: undefined,
developer: undefined,
assist: undefined,
assist: [],
creditNo: undefined,
clueDeveloper: undefined,
serviceStatus: undefined,
legalPersonName: undefined,
registerCapital: undefined,
website: undefined,
registeredAddress: undefined,
})
const formRules = reactive({
name: [{ required: true, message: '客户名称不能为空', trigger: 'blur' }],
@ -261,6 +332,7 @@ const formRules = reactive({
developer: [{ required: true, message: '商务拓展人不能为空', trigger: 'change' }],
cooperationType: [{ required: true, message: '合作类型不能为空', trigger: 'change' }],
cooperationArea: [{ required: true, message: '合作地区不能为空', trigger: 'change' }],
website: [{ required: true, message: '网站不能为空', trigger: 'change' }],
})
const formRef = ref() // 表单 Ref
@ -278,7 +350,8 @@ const open = async (type: string, id?: number) => {
} finally {
formLoading.value = false
}
}
}
restaurants.value = await CustomerApi.getCompanyList({companyName: '小米科技有限责任公司'})
// 获得地区列表
areaList.value = await AreaApi.getAreaTree()
// 获得用户列表
@ -287,7 +360,7 @@ const open = async (type: string, id?: number) => {
if (formType.value === 'create') {
formData.value.ownerUserId = useUserStore().getUser.id
formData.value.developer = useUserStore().getUser.id
formData.value.assist = useUserStore().getUser.id
// formData.value.assist = useUserStore().getUser.id
}
}
@ -319,11 +392,54 @@ const submitForm = async () => {
}
}
// const loadAll = async (val) => {
// restaurants.value = await CustomerApi.getCompanyList({
// companyName: val
// })
// }
interface RestaurantItem {
value: string
link: string
}
let timeout: ReturnType<typeof setTimeout>
const restaurants = ref<RestaurantItem[]>([])
const querySearchAsync = async (queryString: string, cb: (arg: any) => void) => {
let data = await CustomerApi.getCompanyList({
companyName: queryString
})
restaurants.value = data.list.map(v => {
return Object.assign(v, {value: v.name})
})
const results = queryString
? restaurants.value.filter(createFilter(queryString))
: restaurants.value
clearTimeout(timeout)
timeout = setTimeout(() => {
cb(results)
}, 3000 * Math.random())
}
const createFilter = (queryString: string) => {
return (restaurant: RestaurantItem) => {
return (
restaurant.value.toLowerCase().indexOf(queryString.toLowerCase()) === 0
)
}
}
const handleSelect = (item: Record<string, any>) => {
formData.value.legalPersonName = item.legalPersonName
formData.value.registerCapital = item.regCapital
formData.value.startDate = item.regDate
}
/** 重置表单 */
const resetForm = () => {
formData.value = {
id: undefined,
name: undefined,
regCapital: undefined,
regDate: undefined,
contactNextTime: undefined,
ownerUserId: 0,
mobile: undefined,
@ -338,7 +454,7 @@ const resetForm = () => {
source: undefined,
reamark: undefined,
developer: undefined,
assist: undefined,
assist: [],
clueDeveloper: undefined,
}
formRef.value?.resetFields()

3
src/views/crm/customer/detail/CustomerDetailsInfo.vue
View File

@ -21,6 +21,9 @@
<el-descriptions-item label="线索拓展人">{{ customer.clueDeveloperName }}</el-descriptions-item>
<el-descriptions-item label="协助人">{{ customer.assistName }}</el-descriptions-item>
<el-descriptions-item label="所属行业">{{ customer.industryId }}</el-descriptions-item>
<el-descriptions-item label="售后维护人">{{ customer.maintainerName }}</el-descriptions-item>
<el-descriptions-item label="商务签约人">{{ customer.contractorName }}</el-descriptions-item>
<el-descriptions-item label="信用统一代码">{{ customer.creditNo }}</el-descriptions-item>
<el-descriptions-item label="手机号">{{ customer.mobile }}</el-descriptions-item>
<el-descriptions-item label="电话">{{ customer.telephone }}</el-descriptions-item>
<el-descriptions-item label="邮箱">{{ customer.email }}</el-descriptions-item>

4
src/views/crm/customer/detail/index.vue
View File

@ -63,6 +63,9 @@
<el-tab-pane label="商机" lazy>
<BusinessList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
<el-tab-pane label="方案报价" lazy>
<QuotationList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
<el-tab-pane label="合同" lazy>
<ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
@ -95,6 +98,7 @@ import ReturnVisitrecord from './returnvisitrecord/index.vue' // 回访
import ContactList from '@/views/crm/contact/components/ContactList.vue' // 联系人列表
import ContractList from '@/views/crm/contract/components/ContractList.vue' // 合同列表
import BusinessList from '@/views/crm/business/components/BusinessList.vue' // 商机列表
import QuotationList from '@/views/crm/contract/components/QuotationList.vue' // 报价列表
import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）

2
src/views/crm/customer/detail/returnvisitrecord/ReturnVisitRecordForm.vue
View File

@ -12,7 +12,7 @@
<el-form-item label="回访类型" prop="type">
<el-select v-model="formData.type" placeholder="请选择回访类型">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RETURN_VISIT_STSTUS)"
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"

49
src/views/crm/customer/detail/returnvisitrecord/index.vue
View File

@ -2,12 +2,11 @@
<el-row class="mb-10px" justify="end">
<el-button
type="primary"
plain
@click="openForm"
class="ml-5px"
>
<Icon icon="ep:plus" class="mr-5px" /> 新增
<Icon class="mr-5px" icon="ep:edit" />
写回访
</el-button>
</el-row>
<!-- 列表 -->
@ -26,7 +25,19 @@
width="180px"
/>
<el-table-column label="图片" align="center" prop="picUrls" />
<el-table-column label="附件" align="center" prop="fileUrls" />
<el-table-column label="附件" align="center" prop="fileUrls">
<!-- <template #default="scope">
<el-link
v-if="scope.row.fileUrls"
:underline="false"
type="primary"
@click="previewFile(scope.row.fileUrls)"
>
预览
</el-link>
<span v-else>无附件</span>
</template> -->
</el-table-column>
<el-table-column label="关联的联系人编号数组" align="center" prop="contactIds" />
<el-table-column label="创建者" align="center" prop="creator" />
<el-table-column
@ -165,6 +176,36 @@ const handleExport = async () => {
}
}
const previewFile = (fileUrls) => {
// 假设 fileUrls 是一个字符串，包含文件的完整 URL
if (!fileUrls) {
message.error('没有附件');
return;
}
// 检查文件类型
const fileExtension = fileUrls.split('.').pop().toLowerCase();
switch (fileExtension) {
case 'pdf':
// 预览 PDF 文件
window.open(fileUrls, '_blank');
break;
case 'xlsx':
case 'xls':
// 预览 Excel 文件
window.open(fileUrls, '_blank');
break;
case 'doc':
case 'docx':
// 预览 Word 文件
window.open(fileUrls, '_blank');
break;
default:
message.error('不支持的文件类型');
break;
}
};
/** 初始化 **/
onMounted(() => {
getList()

37
src/views/crm/customer/index.vue
View File

@ -113,7 +113,7 @@
<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="客户名称" prop="name" width="160">
<el-table-column align="center" fixed="left" label="客户名称" prop="name" width="250">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.name }}
@ -125,14 +125,41 @@
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
</template>
</el-table-column>
<el-table-column align="center" label="手机" prop="mobile" width="120" />
<el-table-column align="center" label="电话" prop="telephone" width="130" />
<el-table-column align="center" label="邮箱" prop="email" width="180" />
<el-table-column align="center" label="客户级别" prop="level" width="135">
<el-table-column align="center" label="客户状态" prop="serviceStatus" width="120" />
<!-- <el-table-column align="center" label="电话" prop="telephone" width="130" />
<el-table-column align="center" label="邮箱" prop="email" width="180" /> -->
<el-table-column align="center" label="客户级别" prop="level" width="145">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="scope.row.level" />
</template>
</el-table-column>
<el-table-column align="center" label="商务拓展人" prop="developerName" width="120">
<template #default="scope">
{{scope.row.developerName || '暂无'}}
</template>
</el-table-column>
<el-table-column align="center" label="商务签约人" prop="contractorName" width="120">
<template #default="scope">
{{scope.row.contractorName || '暂无'}}
</template>
</el-table-column>
<el-table-column align="center" label="归属部门" prop="ownerUserDeptName" width="120">
<template #default="scope">
{{scope.row.ownerUserDeptName || '暂无'}}
</template>
</el-table-column>
<el-table-column align="center" label="售后维护人" prop="maintainerName" width="120">
<template #default="scope">
{{scope.row.maintainerName || '暂无'}}
</template>
</el-table-column>
<el-table-column align="center" label="协助人" prop="assistName" width="250">
<template #default="scope">
{{scope.row.assistName || '暂无'}}
</template>
</el-table-column>
<el-table-column align="center" label="信用统一代码" prop="creditNo" width="180" />
<el-table-column align="center" label="客户行业" prop="industryId" width="100">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="scope.row.industryId" />

56
src/views/crm/customer/pool/index.vue
View File

@ -100,7 +100,7 @@
<!-- 列表 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="客户名称" fixed="left" prop="name" width="160">
<el-table-column align="center" label="客户名称" fixed="left" prop="name" width="220">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.name }}
@ -112,9 +112,16 @@
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
</template>
</el-table-column>
<el-table-column label="手机" align="center" prop="mobile" width="120" />
<el-table-column label="电话" align="center" prop="telephone" width="130" />
<el-table-column label="邮箱" align="center" prop="email" width="180" />
<el-table-column label="合作类型" align="center" prop="mobile" width="120">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_COOPERATION_TYPE" :value="scope.row.cooperationType" />
</template>
</el-table-column>
<el-table-column label="合作地区" align="center" prop="telephone" width="130">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_COOPERATION_AREA" :value="scope.row.cooperationArea" />
</template>
</el-table-column>
<el-table-column align="center" label="客户级别" prop="level" width="135">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="scope.row.level" />
@ -125,6 +132,7 @@
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="scope.row.industryId" />
</template>
</el-table-column>
<el-table-column align="center" label="信用统一代码" prop="creditNo" width="180" />
<el-table-column
:formatter="dateFormatter"
align="center"
@ -161,6 +169,26 @@
width="180px"
/>
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
<el-table-column align="center" fixed="right" label="操作" min-width="150">
<template #default="scope">
<el-button
v-hasPermi="['crm:customer:receive']"
link
type="primary"
@click="handleReceive(scope.row)"
>
领取
</el-button>
<el-button
v-hasPermi="['crm:customer:distribute']"
link
type="primary"
@click="handleDistributeForm(scope.row)"
>
分配
</el-button>
</template>
</el-table-column>
</el-table>
<!-- 分页 -->
<Pagination
@ -170,6 +198,10 @@
@pagination="getList"
/>
</ContentWrap>
<!-- 表单弹窗：添加/修改 -->
<CustomerForm ref="formRef" @success="getList" />
<CustomerDistributeForm ref="distributeForm" @success="getList" />
</template>
<script lang="ts" setup>
@ -177,6 +209,8 @@ import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import * as CustomerApi from '@/api/crm/customer'
import CustomerForm from '@/views/crm/customer/CustomerForm.vue'
import CustomerDistributeForm from '@/views/crm/customer/pool/CustomerDistributeForm.vue'
defineOptions({ name: 'CrmCustomerPool' })
@ -240,6 +274,20 @@ const openDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
}
/** 领取客户 */
const handleReceive = async (row) => {
await message.confirm(`确定领取客户【${row.name}】 吗？`)
await CustomerApi.receiveCustomer([unref(row.id)])
message.success(`领取客户【${row.name}】成功`)
getList()
}
/** 分配客户 */
const distributeForm = ref<InstanceType<typeof CustomerDistributeForm>>() // 分配客户表单 Ref
const handleDistributeForm = async (row) => {
distributeForm.value?.open(row.id)
}
/** 导出按钮操作 */
const handleExport = async () => {
try {

7
src/views/crm/followup/index.vue
View File

@ -1,7 +1,7 @@
<!-- 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>
<!-- 操作栏 -->
<el-row class="mb-10px" justify="end">
<el-row class="mb-10px" justify="end" v-if="!type">
<el-button @click="openForm">
<Icon class="mr-5px" icon="ep:edit" />
写跟进
@ -69,7 +69,7 @@
</el-link>
</template>
</el-table-column>
<el-table-column align="center" label="操作">
<el-table-column align="center" label="操作" v-if="!type">
<template #default="scope">
<el-button link type="danger" @click="handleDelete(scope.row.id)"> 删除 </el-button>
</template>
@ -99,7 +99,8 @@ import { BizTypeEnum } from '@/api/crm/permission'
defineOptions({ name: 'FollowUpRecord' })
const props = defineProps<{
bizType: number
bizId: number
bizId: number,
type: number
}>()
const message = useMessage() // 消息弹窗
const { t } = useI18n() // 国际化

5
src/views/crm/permission/components/PermissionList.vue
View File

@ -1,6 +1,6 @@
<template>
<!-- 操作栏 -->
<el-row v-if="showAction" justify="end">
<el-row v-if="showAction && !type" justify="end">
<el-button v-if="validateOwnerUser" type="primary" @click="openForm">
<Icon class="mr-5px" icon="ep:plus" />
新增
@ -57,7 +57,8 @@ const message = useMessage() // 消息
const props = defineProps<{
bizType: number // 模块类型
bizId: number | undefined // 模块数据编号
showAction: boolean //是否展示操作按钮
showAction: boolean, //是否展示操作按钮
type: number
}>()
const loading = ref(true) // 列表的加载中
const list = ref<PermissionApi.PermissionVO[]>([]) // 列表的数据

228
src/views/crm/quotation/QuotationDetail.vue
View File

@ -8,15 +8,11 @@
v-loading="formLoading"
>
<el-row>
<el-col :span="8">
<el-form-item label="报价单编号" prop="no">
<el-input v-model="formData.no" placeholder="请输入报价单编号" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="选择商机" prop="businessId">
<el-select v-model="formData.businessId" placeholder="请选择商机" @change="onBusinessChange" disabled>
<el-select v-model="formData.businessId" disabled clearable placeholder="请选择商机" @change="onBusinessChange">
<el-option
v-for="dict in businessList"
:key="dict.id"
@ -26,12 +22,32 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="8" v-if="formType">
<el-form-item label="报价单编号" prop="">
<el-input v-model="formData.no" disabled placeholder="自动获取" />
</el-form-item>
</el-col>
</el-row>
<ContentWrap style="border: none; font-weight: 700">风控信息</ContentWrap>
<el-row>
<el-col :span="8">
<el-form-item label="系统授信额度" prop="customerId">
<el-input v-model="formData.creditAmount" disabled placeholder="自动获取" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="授信额度调整" prop="creditLimitNum">
<el-input v-model="formData.creditLimitNum" disabled @input="changeNum" clearable placeholder="请输入授信额度调整" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="最终授信额度" prop="creditLimit">
<el-input v-model="formData.creditLimit" disabled placeholder="自动获取" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="客户" prop="customerId">
<el-select v-model="formData.customerId" disabled placeholder="请选择客户" @change="onCustomerChange">
<el-select v-model="formData.customerId" disabled placeholder="请选择客户" clearable @change="onCustomerChange">
<el-option
v-for="item in customerList"
:key="item.id"
@ -43,135 +59,143 @@
</el-col>
<el-col :span="8">
<el-form-item label="合作类型" prop="cooperationType">
<el-input v-model="formData.cooperationType" disabled />
<el-select v-model="formData.cooperationType" disabled filterable clearable placeholder="请选择合作类型" class="w-1/1">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_COOPERATION_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="公司类型" prop="companyType">
<el-input v-model="formData.companyType" disabled />
<el-form-item label="公司类型" prop="regType">
<el-input v-model="formData.regType" disabled clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="上市情况" prop="listingStatus">
<el-input v-model="formData.listingStatus" disabled />
<el-input v-model="formData.listingStatus" disabled clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="融资信息" prop="financingInfo">
<el-input v-model="formData.financingInfo" disabled />
<el-input v-model="formData.financingInfo" disabled clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="实缴资金" prop="paidInCapital">
<el-input v-model="formData.paidInCapital" disabled />
<el-form-item label="实缴资金" prop="actualCapital">
<el-input v-model="formData.actualCapital" disabled clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="参保人数" prop="insuredCount">
<el-input v-model="formData.insuredCount" disabled />
<el-form-item label="参保人数" prop="socialEmployeeNum">
<el-input v-model="formData.socialEmployeeNum" disabled clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="成立日期" prop="establishmentDate">
<el-input v-model="formData.establishmentDate" disabled />
<el-form-item label="成立日期" prop="startDate">
<el-input v-model="formData.startDate" disabled clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-col :span="8">
<el-form-item label="企业类型" prop="enterpriseType">
<el-input v-model="formData.enterpriseType" disabled />
<el-input v-model="formData.enterpriseType" clearable />
</el-form-item>
</el-col>
</el-col> -->
<el-col :span="8">
<el-form-item label="营业状态" prop="businessStatus">
<el-input v-model="formData.businessStatus" disabled />
<el-form-item label="营业状态" prop="serviceStatus">
<el-input v-model="formData.serviceStatus" disabled clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="被告记录" prop="defendantRecord">
<el-radio-group v-model="formData.defendantRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-radio-group v-model="formData.defendantRecord" disabled>
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="经营异常" prop="businessAbnormal">
<el-radio-group v-model="formData.businessAbnormal" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-form-item label="经营异常" prop="abnormalService">
<el-radio-group v-model="formData.abnormalService" disabled>
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="股权出质" prop="equityPledge">
<el-radio-group v-model="formData.equityPledge" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-radio-group v-model="formData.equityPledge" disabled>
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="失信记录" prop="dishonestRecord">
<el-radio-group v-model="formData.dishonestRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-form-item label="失信记录" prop="dishonestyRecord">
<el-radio-group v-model="formData.dishonestyRecord" disabled>
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="融资记录" prop="financingRecord">
<el-radio-group v-model="formData.financingRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-form-item label="融资记录" prop="financeRecord">
<el-radio-group v-model="formData.financeRecord" disabled>
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="被执行记录" prop="enforcementRecord">
<el-radio-group v-model="formData.enforcementRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-form-item label="被执行记录" prop="judgmentRecord">
<el-radio-group v-model="formData.judgmentRecord" disabled>
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<ContentWrap style="border: none; font-weight: 700">需求信息</ContentWrap>
<el-row>
<el-col :span="8">
<el-form-item label="合作主体" prop="partnerCompanyId">
<el-select v-model="formData.partnerCompanyId" disabled placeholder="请选择合作主体" @change="onPartnerChange">
<el-select v-model="formData.partnerCompanyId" clearable disabled placeholder="请选择合作主体" @change="onPartnerChange">
<el-option
v-for="dict in deptList"
v-for="dict in orgList"
:key="dict.id"
:label="dict.name"
:label="dict.orgName"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="开户行" prop="bBankName">
<el-input v-model="formData.bBankName" disabled />
<el-form-item label="开户行" prop="bankName">
<el-input v-model="formData.bankName" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="银行账号" prop="bBankAccount">
<el-input v-model="formData.bBankAccount" disabled />
<el-form-item label="银行账号" prop="bankAccount">
<el-input v-model="formData.bankAccount" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="法人代表" prop="bLegalRepresentative">
<el-input v-model="formData.bLegalRepresentative" disabled />
<el-form-item label="法人代表" prop="legalRepresentative">
<el-input v-model="formData.legalRepresentative" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-col :span="8">
<el-form-item label="营业执照号" prop="bBusinessLicenseNumber">
<el-input v-model="formData.bBusinessLicenseNumber" disabled />
</el-form-item>
</el-col>
</el-col> -->
<el-col :span="8">
<el-form-item label="营业执照" prop="bBusinessLicense">
<el-input v-model="formData.bBusinessLicense" disabled />
<el-form-item label="营业执照" prop="businessLicense">
<el-input v-model="formData.businessLicense" disabled />
</el-form-item>
</el-col>
@ -181,8 +205,8 @@
<el-col :span="8">
<el-form-item label="归属部门" prop="deptId">
<el-tree-select
disabled
v-model="formData.deptId"
disabled
:data="deptTree"
:props="defaultProps"
filterable
@ -242,21 +266,21 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-col :span="8">
<el-form-item label="签约人联系电话" prop="signPhoneNumber">
<el-input v-model="formData.signPhoneNumber" disabled placeholder="请输入签约人联系电话" />
<el-input v-model="formData.signPhoneNumber" placeholder="请输入签约人联系电话" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="签约人Email" prop="signEmail">
<el-input v-model="formData.signEmail" disabled placeholder="请输入签约人Email" />
<el-input v-model="formData.signEmail" placeholder="请输入签约人Email" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="签约人微信" prop="signWechat">
<el-input v-model="formData.signWechat" disabled placeholder="请输入签约人微信" />
<el-input v-model="formData.signWechat" placeholder="请输入签约人微信" />
</el-form-item>
</el-col>
</el-col> -->
<el-col :span="8">
<el-form-item label="账期" prop="paymentTerm">
@ -345,7 +369,7 @@
<!-- 子表的表单 -->
<el-tabs v-model="subTabsName">
<el-tab-pane label="报价产品关联" name="quotationProduct">
<QuotationProductForm ref="quotationProductFormRef" :quotation-id="formData.id" :business-id="formData.businessId" :billTemplateId="formData.invoiceTemplateId" />
<QuotationProductForm ref="quotationProductFormRef" :products="formData.products" :quotation-id="formData.id" :business-id="formData.businessId" :billTemplateId="formData.invoiceTemplateId" />
</el-tab-pane>
</el-tabs>
</ContentWrap>
@ -356,11 +380,12 @@ import { QuotationApi, QuotationVO } from '@/api/crm/quotation'
import { defaultProps, handleTree } from '@/utils/tree'
import { BillTemplateApi, BillTemplateVO } from '@/api/crm/billtemplate'
import QuotationProductForm from './components/QuotationProductDetail.vue'
import * as ContractApi from '@/api/crm/contract'
import * as CustomerApi from '@/api/crm/customer'
import * as UserApi from '@/api/system/user'
import * as DeptApi from '@/api/system/dept'
import * as BusinessApi from '@/api/crm/business'
import { erpPriceMultiply, erpPriceInputFormatter } from '@/utils'
import { propTypes } from '@/utils/propTypes'
/** CRM 方案报价 表单 */
defineOptions({ name: 'QuotationForm' })
@ -373,8 +398,12 @@ const templateOptions = ref([])
const businessList = ref([])
const deptTree = ref() // 部门树形结构
const deptList = ref() // 部门
const orgList = ref([])
const props = defineProps({
id: propTypes.number.def(undefined),
})
const invoiceTemplateList = ref([])
const { proxy }: any = getCurrentInstance();
const dialogVisible = ref(false) // 弹窗的是否展示
const dialogTitle = ref('') // 弹窗的标题
@ -425,13 +454,27 @@ const formData = ref({
bBankAccount: undefined, // 银行账号
bLegalRepresentative: undefined, // 法人代表
bBusinessLicenseNumber: undefined, // 营业执照号
bBusinessLicense: undefined // 营业执照
bBusinessLicense: undefined, // 营业执照
creditAmount: undefined,
creditLimitNum: undefined,
})
const formRules = reactive({
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' }],
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' }]
// 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' }],
// 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' }],
// actualCapital: [{ required: true, message: '实缴资金不能为空', trigger: 'blur' }],
// socialEmployeeNum: [{ required: true, message: '参保人数不能为空', trigger: 'blur' }],
// defendantRecord: [{ required: true, message: '被告记录不能为空', trigger: 'blur' }],
// abnormalService: [{ required: true, message: '经营异常不能为空', trigger: 'blur' }],
// equityPledge: [{ required: true, message: '股权出质不能为空', trigger: 'blur' }],
// dishonestyRecord: [{ required: true, message: '失信记录不能为空', trigger: 'blur' }],
// financeRecord: [{ required: true, message: '融资记录不能为空', trigger: 'blur' }],
// judgmentRecord: [{ required: true, message: '被执行记录不能为空', trigger: 'blur' }],
// paymentTerm: [{ required: true, message: '账期不能为空', trigger: 'change' }],
// partnerCompanyId: [{ required: true, message: '合作主体不能为空', trigger: 'change' }],
// creditMethod: [{ required: true, message: '授信方式不能为空', trigger: 'change' }],
// creditCalcCycle: [{ required: true, message: '授信计算周期不能为空', trigger: 'change' }],
})
const formRef = ref() // 表单 Ref
@ -468,6 +511,10 @@ const onCustomerChange = async (customerId: string) => {
try {
formLoading.value = true;
const customerRes = await CustomerApi.getCustomer(customerId);
formData.value.actualCapital = customerRes.actualCapital
formData.value.socialEmployeeNum = customerRes.socialEmployeeNum
formData.value.startDate = customerRes.startDate
formData.value.actualCapital = customerRes.actualCapital
formData.value.cooperationType = customerRes.cooperationType;
formData.value.companyType = customerRes.companyType;
formData.value.listingStatus = customerRes.listingStatus;
@ -494,21 +541,25 @@ const onPartnerChange = async (id: string) => {
if (!id) return
try {
formLoading.value = true;
const res = await DeptApi.getDept(id);
formData.value.bBankName = res.bankName;
formData.value.bBankAccount = res.bankAccount;
formData.value.bLegalRepresentative = res.legalRepresentative;
formData.value.bBusinessLicenseNumber = res.businessLicenseNumber;
formData.value.bBusinessLicense = res.businessLicense;
const res = await ContractApi.getOrgInfo(id);
formData.value.bankName = res.bankName;
formData.value.bankAccount = res.bankAccount;
formData.value.legalRepresentative = res.legalRepresentative;
formData.value.businessLicenseNumber = res.businessLicenseNumber;
formData.value.businessLicense = res.businessLicense;
// formData.value.partnerCompanyId = res.partnerCompanyId;
} catch (err) {
} finally {
formLoading.value = false;
}
}
const changeNum = (val) => {
formData.value.creditLimit = (Number(val) + (formData.value.creditAmount || 0)).toFixed(2)
}
/** 打开弹窗 */
const open = async (type: string) => {
dialogVisible.value = true
formType.value = type
// 修改时，设置数据
if (type) {
formLoading.value = true
@ -520,6 +571,8 @@ const open = async (type: string) => {
}
deptList.value = await DeptApi.getSimpleDeptList()
// 获得用户列表
invoiceTemplateList.value = await BillTemplateApi.getSimpleList()
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
@ -551,12 +604,17 @@ const submitForm = async () => {
dialogVisible.value = false
// 发送操作成功的事件
emit('success')
goBack()
} finally {
formLoading.value = false
}
}
const goBack = ()=> {
proxy.$router.go(-1)
}
/** 重置表单 */
const resetForm = () => {
formData.value = {
@ -590,7 +648,8 @@ const resetForm = () => {
const route = useRoute();
onMounted(async () => {
formType.value = route.query.id;
console.log('%csrc/views/crm/quotation/QuotationDetail.vue:651 props.id', 'color: #007acc;', props.id, route.query.id);
formType.value = props.id || route.query.id;
if (formType.value) open(formType.value)
@ -604,8 +663,13 @@ onMounted(async () => {
pageSize: 1000,
})
templateOptions.value = data.list
businessList.value = await BusinessApi.getSimpleBusinessList()
businessList.value = await BusinessApi.getSelfSimpleBusinessList()
// 获得部门树
deptTree.value = handleTree(await DeptApi.getSimpleDeptList())
const org = await ContractApi.getOrg({
pageNo: 1,
pageSize: 1000
})
orgList.value = org.list
});
</script>

232
src/views/crm/quotation/QuotationForm.vue
View File

@ -8,15 +8,11 @@
v-loading="formLoading"
>
<el-row>
<el-col :span="8">
<el-form-item label="报价单编号" prop="no">
<el-input v-model="formData.no" placeholder="请输入报价单编号" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="选择商机" prop="businessId">
<el-select v-model="formData.businessId" placeholder="请选择商机" @change="onBusinessChange">
<el-select v-model="formData.businessId" clearable placeholder="请选择商机" @change="onBusinessChange">
<el-option
v-for="dict in businessList"
:key="dict.id"
@ -26,12 +22,32 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="8" v-if="formType">
<el-form-item label="报价单编号" prop="">
<el-input v-model="formData.no" disabled placeholder="自动获取" />
</el-form-item>
</el-col>
</el-row>
<ContentWrap style="border: none; font-weight: 700">风控信息</ContentWrap>
<el-row>
<el-col :span="8">
<el-form-item label="系统授信额度" prop="customerId">
<el-input v-model="formData.creditAmount" disabled placeholder="自动获取" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="授信额度调整" prop="creditLimitNum">
<el-input v-model="formData.creditLimitNum" @input="changeNum" clearable placeholder="请输入授信额度调整" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="最终授信额度" prop="creditLimit">
<el-input v-model="formData.creditLimit" disabled placeholder="自动获取" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="客户" prop="customerId">
<el-select v-model="formData.customerId" placeholder="请选择客户" @change="onCustomerChange">
<el-select v-model="formData.customerId" placeholder="请选择客户" disabled clearable @change="onCustomerChange">
<el-option
v-for="item in customerList"
:key="item.id"
@ -43,137 +59,145 @@
</el-col>
<el-col :span="8">
<el-form-item label="合作类型" prop="cooperationType">
<el-input v-model="formData.cooperationType" disabled />
<el-select v-model="formData.cooperationType" filterable clearable placeholder="请选择合作类型" class="w-1/1">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_COOPERATION_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="公司类型" prop="companyType">
<el-input v-model="formData.companyType" disabled />
<el-form-item label="公司类型" prop="regType">
<el-input v-model="formData.regType" clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="上市情况" prop="listingStatus">
<el-input v-model="formData.listingStatus" disabled />
<el-input v-model="formData.listingStatus" clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="融资信息" prop="financingInfo">
<el-input v-model="formData.financingInfo" disabled />
<el-input v-model="formData.financingInfo" clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="实缴资金" prop="paidInCapital">
<el-input v-model="formData.paidInCapital" disabled />
<el-form-item label="实缴资金" prop="actualCapital">
<el-input v-model="formData.actualCapital" clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="参保人数" prop="insuredCount">
<el-input v-model="formData.insuredCount" disabled />
<el-form-item label="参保人数" prop="socialEmployeeNum">
<el-input v-model="formData.socialEmployeeNum" clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="成立日期" prop="establishmentDate">
<el-input v-model="formData.establishmentDate" disabled />
<el-form-item label="成立日期" prop="startDate">
<el-input v-model="formData.startDate" clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-col :span="8">
<el-form-item label="企业类型" prop="enterpriseType">
<el-input v-model="formData.enterpriseType" disabled />
<el-input v-model="formData.enterpriseType" clearable />
</el-form-item>
</el-col>
</el-col> -->
<el-col :span="8">
<el-form-item label="营业状态" prop="businessStatus">
<el-input v-model="formData.businessStatus" disabled />
<el-form-item label="营业状态" prop="serviceStatus">
<el-input v-model="formData.serviceStatus" clearable />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="被告记录" prop="defendantRecord">
<el-radio-group v-model="formData.defendantRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-radio-group v-model="formData.defendantRecord">
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="经营异常" prop="businessAbnormal">
<el-radio-group v-model="formData.businessAbnormal" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-form-item label="经营异常" prop="abnormalService">
<el-radio-group v-model="formData.abnormalService">
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="股权出质" prop="equityPledge">
<el-radio-group v-model="formData.equityPledge" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-radio-group v-model="formData.equityPledge">
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="失信记录" prop="dishonestRecord">
<el-radio-group v-model="formData.dishonestRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-form-item label="失信记录" prop="dishonestyRecord">
<el-radio-group v-model="formData.dishonestyRecord">
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="融资记录" prop="financingRecord">
<el-radio-group v-model="formData.financingRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-form-item label="融资记录" prop="financeRecord">
<el-radio-group v-model="formData.financeRecord">
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="被执行记录" prop="enforcementRecord">
<el-radio-group v-model="formData.enforcementRecord" :disabled="true">
<el-radio :label="true">是</el-radio>
<el-radio :label="false">否</el-radio>
<el-form-item label="被执行记录" prop="judgmentRecord">
<el-radio-group v-model="formData.judgmentRecord">
<el-radio :label="1">是</el-radio>
<el-radio :label="0">否</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<ContentWrap style="border: none; font-weight: 700">需求信息</ContentWrap>
<el-row>
<el-col :span="8">
<el-form-item label="合作主体" prop="partnerCompanyId">
<el-select v-model="formData.partnerCompanyId" placeholder="请选择合作主体" @change="onPartnerChange">
<el-select v-model="formData.partnerCompanyId" clearable placeholder="请选择合作主体" @change="onPartnerChange">
<el-option
v-for="dict in deptList"
v-for="dict in orgList"
:key="dict.id"
:label="dict.name"
:label="dict.orgName"
:value="dict.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="开户行" prop="bBankName">
<el-input v-model="formData.bBankName" disabled />
<el-form-item label="开户行" prop="bankName">
<el-input v-model="formData.bankName" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="银行账号" prop="bBankAccount">
<el-input v-model="formData.bBankAccount" disabled />
<el-form-item label="银行账号" prop="bankAccount">
<el-input v-model="formData.bankAccount" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="法人代表" prop="bLegalRepresentative">
<el-input v-model="formData.bLegalRepresentative" disabled />
<el-form-item label="法人代表" prop="legalRepresentative">
<el-input v-model="formData.legalRepresentative" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-col :span="8">
<el-form-item label="营业执照号" prop="bBusinessLicenseNumber">
<el-input v-model="formData.bBusinessLicenseNumber" disabled />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="营业执照" prop="bBusinessLicense">
<el-input v-model="formData.bBusinessLicense" disabled />
</el-col> -->
<!-- <el-col :span="8">
<el-form-item label="营业执照" prop="businessLicense">
<el-input v-model="formData.businessLicense" disabled />
</el-form-item>
</el-col>
</el-col>-->
</el-row>
@ -241,7 +265,7 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<!-- <el-col :span="8">
<el-form-item label="签约人联系电话" prop="signPhoneNumber">
<el-input v-model="formData.signPhoneNumber" placeholder="请输入签约人联系电话" />
</el-form-item>
@ -255,7 +279,7 @@
<el-form-item label="签约人微信" prop="signWechat">
<el-input v-model="formData.signWechat" placeholder="请输入签约人微信" />
</el-form-item>
</el-col>
</el-col> -->
<el-col :span="8">
<el-form-item label="账期" prop="paymentTerm">
@ -300,7 +324,7 @@
</el-col>
<el-col :span="8">
<el-form-item label="票据模板" prop="invoiceTemplateId">
<el-select v-model="formData.invoiceTemplateId" placeholder="请选择票据模板">
<el-select v-model="formData.invoiceTemplateId" :disabled="!formData.businessId" @change="changeTemplate" placeholder="请选择票据模板">
<el-option
v-for="dict in templateOptions"
:key="dict.id"
@ -310,6 +334,12 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="第几次报价" prop="quotationTimes">
<el-input v-model="formData.quotationTimes" placeholder="请输入报价次数" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
@ -344,7 +374,7 @@
<!-- 子表的表单 -->
<el-tabs v-model="subTabsName">
<el-tab-pane label="报价产品关联" name="quotationProduct">
<QuotationProductForm ref="quotationProductFormRef" :quotation-id="formData.id" :business-id="formData.businessId" :billTemplateId="formData.invoiceTemplateId" />
<QuotationProductForm ref="quotationProductFormRef" :handleType="handleType" :quotation-id="formData.id" :business-id="formData.businessId" :billTemplateId="formData.invoiceTemplateId" :products="formData.products" />
</el-tab-pane>
</el-tabs>
<div style="text-align: right">
@ -359,16 +389,18 @@ import { QuotationApi, QuotationVO } from '@/api/crm/quotation'
import { defaultProps, handleTree } from '@/utils/tree'
import { BillTemplateApi, BillTemplateVO } from '@/api/crm/billtemplate'
import QuotationProductForm from './components/QuotationProductForm.vue'
import * as ContractApi from '@/api/crm/contract'
import * as CustomerApi from '@/api/crm/customer'
import * as UserApi from '@/api/system/user'
import * as DeptApi from '@/api/system/dept'
import * as BusinessApi from '@/api/crm/business'
import {BillTemplateApi } from '@/api/crm/billtemplate'
import { erpPriceMultiply, erpPriceInputFormatter } from '@/utils'
import { propTypes } from '@/utils/propTypes'
/** CRM 方案报价 表单 */
defineOptions({ name: 'QuotationForm' })
const props = defineProps({
id: propTypes.number.def(undefined),
})
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
const customerList = ref([]) // 客户列表的数据
@ -377,6 +409,8 @@ const templateOptions = ref([])
const businessList = ref([])
const deptTree = ref() // 部门树形结构
const deptList = ref() // 部门
const orgList = ref([])
const handleType = ref('')
const invoiceTemplateList = ref([])
const { proxy }: any = getCurrentInstance();
@ -430,13 +464,29 @@ const formData = ref({
bBankAccount: undefined, // 银行账号
bLegalRepresentative: undefined, // 法人代表
bBusinessLicenseNumber: undefined, // 营业执照号
bBusinessLicense: undefined // 营业执照
bBusinessLicense: undefined, // 营业执照
creditAmount: undefined,
creditLimitNum: undefined,
quotationTimes:undefined,
})
const formRules = reactive({
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' }],
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' }],
actualCapital: [{ required: true, message: '实缴资金不能为空', trigger: 'blur' }],
socialEmployeeNum: [{ required: true, message: '参保人数不能为空', trigger: 'blur' }],
defendantRecord: [{ required: true, message: '被告记录不能为空', trigger: 'blur' }],
abnormalService: [{ required: true, message: '经营异常不能为空', trigger: 'blur' }],
equityPledge: [{ required: true, message: '股权出质不能为空', trigger: 'blur' }],
dishonestyRecord: [{ required: true, message: '失信记录不能为空', trigger: 'blur' }],
financeRecord: [{ required: true, message: '融资记录不能为空', trigger: 'blur' }],
judgmentRecord: [{ required: true, message: '被执行记录不能为空', trigger: 'blur' }],
paymentTerm: [{ required: true, message: '账期不能为空', trigger: 'change' }],
partnerCompanyId: [{ required: true, message: '合作主体不能为空', trigger: 'change' }],
creditMethod: [{ required: true, message: '授信方式不能为空', trigger: 'change' }],
creditCalcCycle: [{ required: true, message: '授信计算周期不能为空', trigger: 'change' }],
quotationTimes: [{ required: true, message: '第几次报价不能为空', trigger: 'change' }],
})
const formRef = ref() // 表单 Ref
@ -446,6 +496,8 @@ const quotationProductFormRef = ref()
const onBusinessChange = async (businessId: string) => {
if (!businessId) return
handleType.value = 1
try {
formLoading.value = true;
const res = await BusinessApi.getBusiness(businessId);
@ -473,6 +525,10 @@ const onCustomerChange = async (customerId: string) => {
try {
formLoading.value = true;
const customerRes = await CustomerApi.getCustomer(customerId);
formData.value.actualCapital = customerRes.actualCapital
formData.value.socialEmployeeNum = customerRes.socialEmployeeNum
formData.value.startDate = customerRes.startDate
formData.value.actualCapital = customerRes.actualCapital
formData.value.cooperationType = customerRes.cooperationType;
formData.value.companyType = customerRes.companyType;
formData.value.listingStatus = customerRes.listingStatus;
@ -488,6 +544,7 @@ const onCustomerChange = async (customerId: string) => {
formData.value.dishonestRecord = customerRes.dishonestRecord;
formData.value.financingRecord = customerRes.financingRecord;
formData.value.enforcementRecord = customerRes.enforcementRecord;
formData.value.creditAmount = customerRes.creditAmount || 0;
} catch (err) {
console.error('获取客户详情失败:', err);
} finally {
@ -499,18 +556,22 @@ const onPartnerChange = async (id: string) => {
if (!id) return
try {
formLoading.value = true;
const res = await DeptApi.getDept(id);
formData.value.bBankName = res.bankName;
formData.value.bBankAccount = res.bankAccount;
formData.value.bLegalRepresentative = res.legalRepresentative;
formData.value.bBusinessLicenseNumber = res.businessLicenseNumber;
formData.value.bBusinessLicense = res.businessLicense;
const res = await ContractApi.getOrgInfo(id);
formData.value.bankName = res.bankName;
formData.value.bankAccount = res.bankAccount;
formData.value.legalRepresentative = res.legalRepresentative;
formData.value.businessLicenseNumber = res.businessLicenseNumber;
formData.value.businessLicense = res.businessLicense;
// formData.value.partnerCompanyId = res.partnerCompanyId;
} catch (err) {
} finally {
formLoading.value = false;
}
}
const changeNum = (val) => {
formData.value.creditLimit = (Number(val) + (formData.value.creditAmount || 0)).toFixed(2)
}
/** 打开弹窗 */
const open = async (type: string) => {
formType.value = type
@ -565,6 +626,11 @@ const submitForm = async () => {
}
const changeTemplate = async() => {
handleType.value = 1
console.log('%csrc/views/crm/quotation/QuotationForm.vue:631 handleType.value,222', 'color: #007acc;', handleType.value,222);
}
const goBack = ()=> {
proxy.$router.go(-1)
}
@ -602,13 +668,12 @@ const resetForm = () => {
const route = useRoute();
onMounted(async () => {
console.log('%csrc/views/crm/quotation/QuotationForm.vue:596 route', 'color: #007acc;', route);
formType.value = route.query.id;
formType.value = props.id || route.query.id;
if (formType.value) open(formType.value)
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleList()
customerList.value = await CustomerApi.getSelfCustomerSimpleList()
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
//票据
@ -617,8 +682,13 @@ onMounted(async () => {
pageSize: 1000,
})
templateOptions.value = data.list
businessList.value = await BusinessApi.getSimpleBusinessList()
businessList.value = await BusinessApi.getSelfSimpleBusinessList()
// 获得部门树
deptTree.value = handleTree(await DeptApi.getSimpleDeptList())
const org = await ContractApi.getOrg({
pageNo: 1,
pageSize: 1000
})
orgList.value = org.list
});
</script>
</script>

103
src/views/crm/quotation/components/QuotationProductDetail.vue
View File

@ -62,28 +62,57 @@
<el-table-column label="产品票据" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productInvoice`" :rules="formRules.productInvoice" class="mb-0px!">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_INVOICE" :value="row.productInvoice" />
<el-select v-model="row.productInvoice" placeholder="请选择状态" disabled class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_INVOICE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="产品开具项目" min-width="150">
<el-table-column label="产品开具项目" min-width="250">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productInvoiceItems`" :rules="formRules.productInvoiceItems" class="mb-0px!">
<el-form-item :prop="`${$index}.productInvoiceItem`" :rules="formRules.productInvoiceItems" class="mb-0px!">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_INVOICE_ITEMS" :value="row.productInvoiceItems" />
<el-select v-model="row.productInvoiceItem" placeholder="请选择状态" disabled>
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_INVOICE_ITEMS)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="服务费票据" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.serviceFeeInvoice`" :rules="formRules.serviceFeeInvoice" class="mb-0px!">
<dict-tag :type="DICT_TYPE.CRM_SERVICE_FEE_INVOICE" :value="row.serviceFeeInvoice" />
<el-form-item :prop="`${$index}.serviceInvoice`" :rules="formRules.serviceFeeInvoice" class="mb-0px!">
<el-select v-model="row.serviceInvoice" placeholder="请选择状态" disabled class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_SERVICE_FEE_INVOICE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="服务开具项目" min-width="150">
<el-table-column label="服务开具项目" min-width="250">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.serviceFeeInvoiceItems`" :rules="formRules.serviceFeeInvoiceItems" class="mb-0px!">
<dict-tag :type="DICT_TYPE.CRM_SERVICE_FEE_INVOICE_ITEMS" :value="row.serviceFeeInvoiceItems" />
<el-form-item :prop="`${$index}.serviceInvoiceItem`" :rules="formRules.serviceFeeInvoiceItems" class="mb-0px!">
<el-select v-model="row.serviceInvoiceItem" placeholder="请选择状态" disabled class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_SERVICE_FEE_INVOICE_ITEMS)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
@ -103,7 +132,9 @@ import * as BusinessApi from '@/api/crm/business'
const props = defineProps<{
quotationId: undefined, // 报价编号（主表的关联字段）
businessId: undefined,
billTemplateId: undefined
billTemplateId: undefined,
products: undefined
}>()
const formLoading = ref(false) // 表单的加载中
const formData = ref([])
@ -120,57 +151,21 @@ const formRules = reactive({
const formRef = ref() // 表单 Ref
/** 监听主表的关联字段的变化，加载对应的子表数据 */
watch(
() => props.businessId,
async (val) => {
// 1. 重置表单
formData.value = []
// 2. val 非空，则加载数据
if (!val) {
return;
}
try {
formLoading.value = true
// if(val.quotationId) {
// formData.value = await QuotationApi.getQuotationProductListByQuotationId(val.quotationId)
// } else if(val.businessId) {
const business = await BusinessApi.getBusiness(val);
formData.value = business.products
// }
} finally {
formLoading.value = false
}
},
{ immediate: true }
)
watch(
() => props.billTemplateId,
async (val) => {
// 1. 重置表单
formData.value = []
// 2. val 非空，则加载数据
if (!val) {
() => props.products,
(val) => {
if (!val || val.length === 0) {
return;
}
try {
formLoading.value = true
// if(val.quotationId) {
// formData.value = await QuotationApi.getQuotationProductListByQuotationId(val.quotationId)
// } else if(val.businessId) {
const business = await BillTemplateApi.getTemplateProduct({
businessId: props.businessId,
billTemplateId: val,
});
console.log('%csrc/views/crm/quotation/components/QuotationProductForm.vue:167 business.data', 'color: #007acc;', business.data);
formData.value = business
// }
} finally {
formLoading.value = false
}
nextTick(() => {
formData.value = val
console.log('%csrc/views/crm/quotation/components/QuotationProductDetail.vue:134 val', 'color: #007acc;', val);
})
},
{ immediate: true }
)
);
/** 新增按钮操作 */
const handleAdd = () => {

115
src/views/crm/quotation/components/QuotationProductForm.vue
View File

@ -8,12 +8,13 @@
:inline-message="true"
>
<el-table :data="formData" class="-mt-10px">
<el-table-column label="序号" type="index" width="100" />
<el-table-column label="产品名称" min-width="150">
<el-table-column label="序号" type="index" width="80" />
<el-table-column label="产品名称" min-width="240">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productName`" :rules="formRules.productName" class="mb-0px!">
<el-input v-model="row.productName" placeholder="请输入产品名称" disabled />
</el-form-item>
</template>
</el-table-column>
<el-table-column label="产品类型" min-width="150">
@ -31,10 +32,10 @@
</template>
</el-table-column>
<el-table-column label="产品明细类型" min-width="150">
<el-table-column label="产品明细" min-width="220">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.detailType`" :rules="formRules.detailType" class="mb-0px!">
<el-select v-model="row.detailType" placeholder="请选择状态" disabled class="!w-240px">
<el-select v-model="row.detailType" placeholder="请选择状态" class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_DETAIL_TYPE)"
:key="dict.value"
@ -59,21 +60,21 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column label="线上价格" min-width="150">
<el-table-column label="线上价格（元）" min-width="120">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.onlinePrice`" :rules="formRules.onlinePrice" class="mb-0px!">
<el-input v-model="row.onlinePrice" placeholder="请输入线上价格" disabled />
<el-input v-model="row.onlinePrice" placeholder="请输入线上价格" />
</el-form-item>
</template>
</el-table-column>
<el-table-column label="线下价格" min-width="150">
<el-table-column label="线下价格（元）" min-width="120">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.offlinePrice`" :rules="formRules.offlinePrice" class="mb-0px!">
<el-input v-model="row.offlinePrice" placeholder="请输入线下价格" disabled />
<el-input v-model="row.offlinePrice" placeholder="请输入线下价格" />
</el-form-item>
</template>
</el-table-column>
<el-table-column label="总计价格" min-width="150">
<el-table-column label="总计价格（元）" min-width="120">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.totalPrice`" :rules="formRules.totalPrice" class="mb-0px!">
<el-input v-model="row.totalPrice" placeholder="请输入总计价格" disabled />
@ -94,10 +95,10 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column label="产品开具项目" min-width="150">
<el-table-column label="产品开具项目" min-width="220">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productInvoiceItems`" :rules="formRules.productInvoiceItems" class="mb-0px!">
<el-select v-model="row.productInvoiceItems" placeholder="请选择状态" clearable class="!w-240px">
<el-form-item :prop="`${$index}.productInvoiceItem`" :rules="formRules.productInvoiceItem" class="mb-0px!">
<el-select v-model="row.productInvoiceItem" placeholder="请选择状态" clearable class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PRODUCT_INVOICE_ITEMS)"
:key="dict.value"
@ -110,8 +111,8 @@
</el-table-column>
<el-table-column label="服务费票据" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.serviceFeeInvoice`" :rules="formRules.serviceFeeInvoice" class="mb-0px!">
<el-select v-model="row.serviceFeeInvoice" placeholder="请选择状态" clearable class="!w-240px">
<el-form-item :prop="`${$index}.serviceInvoice`" :rules="formRules.serviceInvoice" class="mb-0px!">
<el-select v-model="row.serviceInvoice" placeholder="请选择状态" clearable class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_SERVICE_FEE_INVOICE)"
:key="dict.value"
@ -122,10 +123,10 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column label="服务开具项目" min-width="150">
<el-table-column label="服务开具项目" min-width="240">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.serviceFeeInvoiceItems`" :rules="formRules.serviceFeeInvoiceItems" class="mb-0px!">
<el-select v-model="row.serviceFeeInvoiceItems" placeholder="请选择状态" clearable class="!w-240px">
<el-form-item :prop="`${$index}.serviceInvoiceItem`" :rules="formRules.serviceInvoiceItem" class="mb-0px!">
<el-select v-model="row.serviceInvoiceItem" placeholder="请选择状态" clearable class="!w-240px">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_SERVICE_FEE_INVOICE_ITEMS)"
:key="dict.value"
@ -156,7 +157,9 @@ import * as BusinessApi from '@/api/crm/business'
const props = defineProps<{
quotationId: undefined, // 报价编号（主表的关联字段）
businessId: undefined,
billTemplateId: undefined
billTemplateId: undefined,
products: undefined,
handleType: undefined
}>()
const formLoading = ref(false) // 表单的加载中
const formData = ref([])
@ -169,14 +172,21 @@ const formRules = reactive({
productUnit: [{ required: true, message: '产品单位不能为空', trigger: 'blur' }],
onlinePrice: [{ required: true, message: '线上价格不能为空', trigger: 'blur' }],
offlinePrice: [{ required: true, message: '线下价格不能为空', trigger: 'blur' }],
totalPrice: [{ required: true, message: '总计价格不能为空', trigger: 'blur' }]
totalPrice: [{ required: true, message: '总计价格不能为空', trigger: 'blur' }],
productInvoiceItem: [{ required: true, message: '产品开具项目不能为空', trigger: 'blur' }],
serviceInvoice: [{ required: true, message: '服务费票据不能为空', trigger: 'blur' }],
serviceInvoiceItem: [{ required: true, message: '服务开具项目不能为空', trigger: 'blur' }],
productInvoice: [{ required: true, message: '产品票据不能为空', trigger: 'blur' }],
})
const formRef = ref() // 表单 Ref
const emit = defineEmits(['update:handleType'])
/** 监听主表的关联字段的变化，加载对应的子表数据 */
watch(
() => props.businessId,
async (val) => {
if(!props.handleType) return
// 1. 重置表单
formData.value = []
// 2. val 非空，则加载数据
@ -190,6 +200,8 @@ watch(
// } else if(val.businessId) {
const business = await BusinessApi.getBusiness(val);
formData.value = business.products
// console.log('%csrc/views/crm/quotation/components/QuotationProductForm.vue:214 1111', 'color: #007acc;', 2222);
emit('update:handleType', 0)
// }
} finally {
formLoading.value = false
@ -201,9 +213,11 @@ watch(
watch(
() => props.billTemplateId,
async (val) => {
// 1. 重置表单
formData.value = []
// 2. val 非空，则加载数据
if(!props.handleType) {
return
}
if (!val) {
return;
}
@ -216,8 +230,25 @@ watch(
businessId: props.businessId,
billTemplateId: val,
});
console.log('%csrc/views/crm/quotation/components/QuotationProductForm.vue:167 business.data', 'color: #007acc;', business.data);
formData.value = business
for(let i = 0; i < business.length; i++) {
let data = business[i]
if(!data.productId) {
data.productInvoice = ''
data.productInvoiceItem = ''
data.serviceInvoice = ''
data.serviceInvoiceItem = ''
}
let foundItem = formData.value.find(item => item.productId == data.productId);
if (foundItem) {
foundItem.productInvoice = data.productInvoice
foundItem.productInvoiceItem = data.productInvoiceItems
foundItem.serviceInvoice = data.serviceFeeInvoice
foundItem.serviceInvoiceItem = data.serviceFeeInvoiceItems
}
}
emit('update:handleType', 0)
// formData.value = business
// }
} finally {
formLoading.value = false
@ -225,7 +256,39 @@ watch(
},
{ immediate: true }
)
// 监听合同产品变化，计算合同产品总价
watch(
() => formData.value,
(val) => {
if (!val || val.length === 0) {
return;
}
// 循环处理
val.forEach((item) => {
if (item.offlinePrice != null && item.onlinePrice != null) {
item.totalPrice = Number((Number(item.offlinePrice) + Number(item.onlinePrice)).toFixed(2));
} else {
item.totalPrice = 0;
}
});
},
{ deep: true }
);
watch(
() => props.products,
async (val) => {
if (!val || val.length === 0) {
return;
}
await nextTick(() => {
formData.value = val
})
},
{ immediate: true },
);
/** 新增按钮操作 */
const handleAdd = () => {
const row = {
@ -238,8 +301,8 @@ const handleAdd = () => {
offlinePrice: undefined,
totalPrice: undefined,
productInvoice: undefined,
productInvoiceItems: undefined,
serviceFeeInvoice: undefined,
productInvoiceItem: undefined,
serviceInvoice: undefined,
serviceFeeInvoiceItems: undefined
}
row.quotationId = props.quotationId
@ -262,4 +325,4 @@ const getData = () => {
}
defineExpose({ validate, getData })
</script>
</script>

121
src/views/crm/quotation/index.vue
View File

@ -84,17 +84,28 @@
<!-- 列表 -->
<ContentWrap>
<el-tabs v-model="activeName" @tab-click="handleTabClick">
<el-tab-pane label="我负责的" name="1" />
<el-tab-pane label="我参与的" name="2" />
<el-tab-pane label="下属负责的" name="3" />
</el-tabs>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column label="报价单编号" align="center" prop="no" />
<el-table-column label="客户名称" align="center" prop="customerId">
<el-table-column label="报价单编号" align="center" prop="no" width="200" >
<template #default="scope">
<el-link
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.no }}
</el-link>
</template>
</el-table-column>
<el-table-column label="客户名称" align="center" prop="customerId" width="220">
<template #default="scope">
<!-- <el-link
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
> -->
{{ scope.row.customerName }}
</el-link>
<!-- </el-link> -->
</template>
</el-table-column>
<el-table-column label="商机负责人" align="center" prop="ownerUserId">
@ -139,7 +150,8 @@
/>
<el-table-column label="操作" align="center" min-width="120px">
<template #default="scope">
<el-button
<div style="display:flex">
<el-button
link
type="primary"
@click="openFormDetail(scope.row)"
@ -154,14 +166,40 @@
>
编辑
</el-button>
<el-button
link
type="danger"
@click="handleDelete(scope.row.id)"
v-hasPermi="['crm:quotation:delete']"
<el-dropdown
@command="(command) => handleCommand(command, scope.row)"
v-hasPermi="[
'crm:quotation:delete',
'crm:customer-suggestion:query',
'system:permission:assign-user-role'
]"
>
删除
</el-button>
<el-button type="primary" link><Icon icon="ep:d-arrow-right" /> 更多</el-button>
<template #dropdown>
<el-dropdown-menu>
<el-dropdown-item
command="handleSubmit"
v-if="checkPermi(['crm:contract:update']) && scope.row.auditStatus === 0"
>
提交审核
</el-dropdown-item>
<el-dropdown-item
command="handleProcessDetail"
v-if="checkPermi(['crm:customer-suggestion:query'])"
>
进度
</el-dropdown-item>
<el-dropdown-item
command="handleDelete"
v-if="checkPermi(['crm:quotation:delete'])"
>
删除
</el-dropdown-item>
</el-dropdown-menu>
</template>
</el-dropdown>
</div>
</template>
</el-table-column>
</el-table>
@ -184,6 +222,8 @@ import { QuotationApi, QuotationVO } from '@/api/crm/quotation'
import * as CustomerApi from '@/api/crm/customer'
import * as UserApi from '@/api/system/user'
import * as DeptApi from '@/api/system/dept'
import { TabsPaneContext } from 'element-plus'
import { checkPermi } from '@/utils/permission'
/** CRM 方案报价 列表 */
defineOptions({ name: 'Quotation' })
@ -202,6 +242,7 @@ const queryParams = reactive({
pageNo: 1,
pageSize: 10,
no: undefined,
sceneType: '1', // 默认和 activeName 相等
customerId: undefined,
ownerUserId: undefined,
partnerCompanyId: undefined,
@ -209,6 +250,7 @@ const queryParams = reactive({
})
const queryFormRef = ref() // 搜索的表单
const exportLoading = ref(false) // 导出的加载中
const activeName = ref('1') // 列表 tab
/** 查询列表 */
const getList = async () => {
@ -228,25 +270,59 @@ const handleQuery = () => {
getList()
}
const openDetail = (id: number) => {
router.push({ name: 'QuotationDetail', query: { id: id } })
}
/** 重置按钮操作 */
const resetQuery = () => {
queryFormRef.value.resetFields()
handleQuery()
}
/** tab 切换 */
const handleTabClick = (tab: TabsPaneContext) => {
queryParams.sceneType = tab.paneName
handleQuery()
}
/** 添加/修改操作 */
const formRef = ref()
const openFormEdit = (row: Object) => {
push({ name: 'QuotationEdit', query: { id: row.id} })
router.push({ name: 'QuotationEdit', query: { id: row.id} })
}
const openFormAdd = () => {
push({ name: 'QuotationAdd' })
router.push({ name: 'QuotationAdd' })
}
const openFormDetail = (row: Object) => {
push({ name: 'QuotationDetail', query: { id: row.id, customerId: row.customerId } })
router.push({ name: 'QuotationDetail', query: { id: row.id } })
}
/** 操作分发 */
const handleCommand = (command: string, row: UserApi.UserVO) => {
switch (command) {
case 'handleSubmit':
handleSubmit(row)
break
case 'handleDelete':
handleDelete(row.id)
break
case 'handleProcessDetail':
handleProcessDetail(row)
break
default:
break
}
}
/** 提交审核 **/
const handleSubmit = async (row: QuotationVO) => {
await message.confirm(`您确定提交【${row.name}】审核吗？`)
await QuotationApi.submitContract(row.id)
message.success('提交审核成功！')
await getList()
}
/** 删除按钮操作 */
@ -262,6 +338,16 @@ const handleDelete = async (id: number) => {
} catch {}
}
/** 审批进度 */
const router = useRouter() // 路由
const handleProcessDetail = (row) => {
router.push({
name: 'BpmProcessInstanceDetail',
query: {
id: row.processInstanceId
}
})
}
/** 导出按钮操作 */
const handleExport = async () => {
try {
@ -295,4 +381,7 @@ onMounted(async () => {
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
})
onActivated(()=>{
getList()
})
</script>

5
src/views/crm/receivable/components/ReceivableList.vue
View File

@ -1,6 +1,6 @@
<template>
<!-- 操作栏 -->
<el-row justify="end">
<el-row justify="end" v-if="!type">
<el-button @click="openForm('create')">
<Icon class="mr-5px" icon="icon-park:income-one" />
创建回款
@ -33,7 +33,7 @@
/>
<el-table-column align="center" label="负责人" prop="ownerUserName" />
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column align="center" fixed="right" label="操作" width="130px">
<el-table-column align="center" fixed="right" label="操作" width="130px" v-if="!type">
<template #default="scope">
<el-button
v-hasPermi="['crm:receivable:update']"
@ -78,6 +78,7 @@ defineOptions({ name: 'CrmReceivableList' })
const props = defineProps<{
customerId?: number // 客户编号
contractId?: number // 合同编号
type: number
}>()
const message = useMessage() // 消息弹窗

6
src/views/crm/receivable/plan/components/ReceivablePlanList.vue
View File

@ -1,6 +1,6 @@
<template>
<!-- 操作栏 -->
<el-row justify="end">
<el-row justify="end" v-if="!type">
<el-button @click="openForm('create', undefined)">
<Icon class="mr-5px" icon="icon-park:income" />
创建回款计划
@ -37,7 +37,7 @@
/>
<el-table-column label="负责人" prop="ownerUserName" width="120" />
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column align="center" fixed="right" label="操作" width="200px">
<el-table-column align="center" fixed="right" label="操作" width="200px" v-if="!type">
<template #default="scope">
<el-button
v-hasPermi="['crm:receivable:create']"
@ -89,6 +89,8 @@ defineOptions({ name: 'CrmReceivablePlanList' })
const props = defineProps<{
customerId?: number // 客户编号
contractId?: number // 合同编号
type: number
}>()
const message = useMessage() // 消息弹窗

8
src/views/crm/statistics/funnel/components/BusinessInversionRateSummary.vue
View File

@ -143,7 +143,7 @@ const echartsOption = reactive<EChartsOption>({
}
},
legend: {
data: ['赢单转化率', '商机总数', '赢单商机数'],
data: ['成交转化率', '商机总数', '成交商机数'],
bottom: '0px',
itemWidth: 14
},
@ -178,7 +178,7 @@ const echartsOption = reactive<EChartsOption>({
yAxis: [
{
type: 'value',
name: '赢单转化率',
name: '成交转化率',
axisTick: {
alignWithLabel: true,
lineStyle: { width: 0 }
@ -217,7 +217,7 @@ const echartsOption = reactive<EChartsOption>({
],
series: [
{
name: '赢单转化率',
name: '成交转化率',
type: 'line',
yAxisIndex: 0,
data: []
@ -230,7 +230,7 @@ const echartsOption = reactive<EChartsOption>({
data: []
},
{
name: '赢单商机数',
name: '成交商机数',
type: 'bar',
yAxisIndex: 1,
barWidth: 15,

8
src/views/crm/statistics/funnel/components/FunnelBusiness.vue
View File

@ -58,7 +58,7 @@ const echartsOption = reactive<EChartsOption>({
}
},
legend: {
data: ['客户', '商机', '赢单']
data: ['客户', '商机', '成交']
},
series: [
{
@ -97,7 +97,7 @@ const echartsOption = reactive<EChartsOption>({
data: [
{ value: 60, name: '客户-0个' },
{ value: 40, name: '商机-0个' },
{ value: 20, name: '赢单-0个' }
{ value: 20, name: '成交-0个' }
]
}
]
@ -127,11 +127,11 @@ const loadData = async () => {
if (active.value) {
list.push({ value: 60, name: `客户-${data.customerCount || 0}个` })
list.push({ value: 40, name: `商机-${data.businessCount || 0}个` })
list.push({ value: 20, name: `赢单-${data.businessWinCount || 0}个` })
list.push({ value: 20, name: `成交-${data.businessWinCount || 0}个` })
} else {
list.push({ value: data.customerCount || 0, name: `客户-${data.customerCount || 0}个` })
list.push({ value: data.businessCount || 0, name: `商机-${data.businessCount || 0}个` })
list.push({ value: data.businessWinCount || 0, name: `赢单-${data.businessWinCount || 0}个` })
list.push({ value: data.businessWinCount || 0, name: `成交-${data.businessWinCount || 0}个` })
}
echartsOption.series[0]['data'] = list