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CRM-合同：完善 TODO

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(cherry picked from commit 6d0e242387)
This commit is contained in:
puhui999 2024-02-03 20:47:50 +08:00 committed by shizhong
parent ad987e9ef1
commit 1cbc8a29da
16 changed files with 194 additions and 80 deletions
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5
src/api/crm/business/index.ts
View File

@ -73,7 +73,6 @@ export const getBusinessListByIds = async (val: number[]) => {
}
// 商机转移
// TODO @puhui999：transferBusiness
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/business/transfer', data })
export const transferBusiness = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/business/transfer-business', data })
}

6
src/api/crm/clue/index.ts
View File

@ -1,4 +1,5 @@
import request from '@/config/axios'
import { TransferReqVO } from '@/api/crm/customer'
export interface ClueVO {
id: number
@ -44,3 +45,8 @@ export const deleteClue = async (id: number) => {
export const exportClue = async (params) => {
return await request.download({ url: `/crm/clue/export-excel`, params })
}
// 线索转移
export const transferClue = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/clue/transfer-clue', data })
}

4
src/api/crm/contact/index.ts
View File

@ -88,6 +88,6 @@ export const deleteContactBusinessList = async (data: ContactBusinessReqVO) => {
}
// 联系人转移
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/contact/transfer', data })
export const transferContact = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/contact/transfer-contact', data })
}

9
src/api/crm/contract/index.ts
View File

@ -7,6 +7,7 @@ export interface ContractVO {
name: string
customerId: number
businessId: number
businessName: string
processInstanceId: number
orderDate: Date
ownerUserId: number
@ -18,8 +19,9 @@ export interface ContractVO {
productPrice: number
contactId: number
signUserId: number
signUserName: string
contactLastTime: Date
status: number
auditStatus: number
remark: string
productItems: ProductExpandVO[]
creatorName: string
@ -71,7 +73,6 @@ export const handleApprove = async (id: number) => {
}
// 合同转移
// TODO @puhui999：transfer 相关方法，这块要补充下；
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/contract/transfer', data })
export const transferContract = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/contract/transfer-contract', data })
}

4
src/api/crm/customer/index.ts
View File

@ -82,8 +82,8 @@ export interface TransferReqVO {
}
// 客户转移
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/customer/transfer', data })
export const transferCustomer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/customer/transfer-customer', data })
}
// 锁定/解锁客户

2
src/components/Table/src/TableSelectForm.vue
View File

@ -1,4 +1,4 @@
<!-- TODO @puhui999：这个最好加个注释哈 -->
<!-- 列表选择通用组件，参考 ProductList 组件使用 -->
<template>
<Dialog v-model="dialogVisible" :appendToBody="true" :scroll="true" :title="title" width="60%">
<el-table

2
src/views/crm/contact/detail/index.vue
View File

@ -79,7 +79,7 @@ const openForm = (type: string, id?: number) => {
/** 联系人转移 */
const crmTransferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 联系人转移表单 ref
const transfer = () => {
crmTransferFormRef.value?.open('联系人转移', contact.value.id, ContactApi.transfer)
crmTransferFormRef.value?.open('联系人转移', contact.value.id, ContactApi.transferContact)
}
/** 获取操作日志 */

7
src/views/crm/contract/ContractForm.vue
View File

@ -7,7 +7,7 @@
:rules="formRules"
label-width="110px"
>
<el-row>
<el-row :gutter="20">
<el-col :span="24" class="mb-10px">
<CardTitle title="基本信息" />
</el-col>
@ -138,7 +138,7 @@
</el-col>
<el-col :span="12">
<el-form-item label="产品总金额(元)" prop="productPrice">
<el-input v-model="formData.productPrice" placeholder="请输入产品总金额" />
{{ floatToFixed2(formData.productPrice) }}
</el-form-item>
</el-col>
<el-col :span="24">
@ -172,6 +172,7 @@ import * as ContactApi from '@/api/crm/contact'
import * as BusinessApi from '@/api/crm/business'
import ProductList from './components/ProductList.vue'
import BPMLModel from '@/views/crm/contract/components/BPMLModel.vue'
import { floatToFixed2 } from '@/utils'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
@ -191,7 +192,7 @@ const formRules = reactive({
const formRef = ref() // 表单 Ref
const BPMLModelRef = ref<InstanceType<typeof BPMLModel>>() // TODO @puhui999：这个变量不太对；另外，可以不做 bpm model 窗口，而是可以点击跳转到工作流详情里；
// TODO @puhui999：加个注释哈
// 监听合同商品变化，计算合同商品总价
watch(
() => formData.value.productItems,
(val) => {

44
src/views/crm/contract/components/ProductList.vue
View File

@ -66,14 +66,17 @@ import * as ProductApi from '@/api/crm/product'
import { DICT_TYPE } from '@/utils/dict'
import { fenToYuanFormat } from '@/utils/formatter'
import { TableSelectForm } from '@/components/Table/index'
import { floatToFixed2, yuanToFen } from '@/utils'
defineOptions({ name: 'ProductList' })
withDefaults(defineProps<{ modelValue: any[] }>(), { modelValue: () => [] })
const props = withDefaults(defineProps<{ modelValue: ProductApi.ProductExpandVO[] }>(), {
modelValue: () => []
})
const emits = defineEmits<{
(e: 'update:modelValue', v: any[]): void
}>()
const list = ref<ProductApi.ProductExpandVO[]>([]) // TODO @puhui999
const list = ref<ProductApi.ProductExpandVO[]>([]) // 列表数量
const multipleSelection = ref<ProductApi.ProductExpandVO[]>([]) // 多选
/** 处理删除 */
@ -92,12 +95,30 @@ const openForm = () => {
/** 计算 totalPrice */
const getTotalPrice = computed(() => (row: ProductApi.ProductExpandVO) => {
const totalPrice = (row.price * row.count * row.discountPercent) / 100
row.totalPrice = isNaN(totalPrice) ? 0 : totalPrice
return isNaN(totalPrice) ? 0 : totalPrice
const totalPrice =
(Number(row.price) / 100) * Number(row.count) * (1 - Number(row.discountPercent) / 100)
row.totalPrice = isNaN(totalPrice) ? 0 : yuanToFen(totalPrice)
return isNaN(totalPrice) ? 0 : totalPrice.toFixed(2)
})
// TODO @puhui999：注释下
const isSetListValue = ref(false) // 判断是否已经给 list 赋值过，用于编辑表单商品回显
// 编辑时合同商品回显
watch(
() => props.modelValue,
(val) => {
if (!val || val.length === 0 || isSetListValue.value) {
return
}
list.value = [
...props.modelValue.map((item) => {
item.totalPrice = floatToFixed2(item.totalPrice) as unknown as number
return item
})
]
isSetListValue.value = true
},
{ immediate: true, deep: true }
)
// 监听列表变化，动态更新合同商品列表
watch(
list,
(val) => {
@ -109,15 +130,20 @@ watch(
{ deep: true }
)
// TODO @puhui999：注释下
// 监听商品选择结果动态添加商品到列表中,如果商品存在则不放入列表中
watch(
multipleSelection,
(val) => {
if (!val || val.length === 0) {
return
}
// 过滤出不在列表中的商品
const ids = list.value.map((item) => item.id)
list.value.push(...multipleSelection.value.filter((item) => ids.indexOf(item.id) === -1))
const productList = multipleSelection.value.filter((item) => ids.indexOf(item.id) === -1)
if (!productList || productList.length === 0) {
return
}
list.value.push(...productList)
},
{ deep: true }
)

20
src/views/crm/contract/detail/ContractDetailsHeader.vue
View File

@ -1,4 +1,4 @@
<!-- TODO @puhui999：这个组件的注释加下，方便大家打开就知道哈 -->
<!-- 合同详情头部组件-->
<template>
<div>
<div class="flex items-start justify-between">
@ -17,17 +17,20 @@
</div>
<ContentWrap class="mt-10px">
<el-descriptions :column="5" direction="vertical">
<el-descriptions-item label="客户">
<el-descriptions-item label="客户名称">
{{ contract.customerName }}
</el-descriptions-item>
<el-descriptions-item label="客户签约人">
{{ contract.contactName }}
<el-descriptions-item label="合同金额（元）">
{{ floatToFixed2(contract.price) }}
</el-descriptions-item>
<el-descriptions-item label="合同金额">
{{ contract.productPrice }}
<el-descriptions-item label="下单时间">
{{ contract.orderDate ? formatDate(contract.orderDate) : '空' }}
</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ contract.createTime ? formatDate(contract.createTime) : '空' }}
<el-descriptions-item label="回款金额（元）">
{{ floatToFixed2(contract.price) }}
</el-descriptions-item>
<el-descriptions-item label="负责人">
{{ contract.ownerUserName }}
</el-descriptions-item>
</el-descriptions>
</ContentWrap>
@ -35,6 +38,7 @@
<script lang="ts" setup>
import * as ContractApi from '@/api/crm/contract'
import { formatDate } from '@/utils/formatTime'
import { floatToFixed2 } from '@/utils'
defineOptions({ name: 'ContractDetailsHeader' })
defineProps<{ contract: ContractApi.ContractVO }>()

35
src/views/crm/contract/detail/ContractDetailsInfo.vue
View File

@ -1,4 +1,4 @@
<!-- TODO @puhui999：这个组件的注释加下，方便大家打开就知道哈 -->
<!-- 合同详情组件 -->
<template>
<ContentWrap>
<el-collapse v-model="activeNames">
@ -6,14 +6,43 @@
<template #title>
<span class="text-base font-bold">基本信息</span>
</template>
<!-- TODO puhui999: 先出详情样式后补全 -->
<el-descriptions :column="4">
<el-descriptions :column="3">
<el-descriptions-item label="合同编号">
{{ contract.no }}
</el-descriptions-item>
<el-descriptions-item label="合同名称">
{{ contract.name }}
</el-descriptions-item>
<el-descriptions-item label="客户名称">
{{ contract.customerName }}
</el-descriptions-item>
<el-descriptions-item label="商机名称">
{{ contract.businessName }}
</el-descriptions-item>
<el-descriptions-item label="合同金额（元）">
{{ contract.price }}
</el-descriptions-item>
<el-descriptions-item label="下单时间">
{{ formatDate(contract.orderDate) }}
</el-descriptions-item>
<el-descriptions-item label="开始时间">
{{ formatDate(contract.startTime) }}
</el-descriptions-item>
<el-descriptions-item label="结束时间">
{{ formatDate(contract.endTime) }}
</el-descriptions-item>
<el-descriptions-item label="客户签约人">
{{ contract.contactName }}
</el-descriptions-item>
<el-descriptions-item label="公司签约人">
{{ contract.signUserName }}
</el-descriptions-item>
<el-descriptions-item label="备注">
{{ contract.remark }}
</el-descriptions-item>
<el-descriptions-item label="合同状态">
{{ contract.auditStatus }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
<el-collapse-item name="systemInfo">

64
src/views/crm/contract/detail/ContractProductList.vue Normal file
View File

@ -0,0 +1,64 @@
<template>
<el-table :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="产品名称" prop="name" width="160" />
<el-table-column align="center" label="产品类型" prop="categoryName" width="160" />
<el-table-column align="center" label="产品单位" prop="unit">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="scope.row.unit" />
</template>
</el-table-column>
<el-table-column align="center" label="产品编码" prop="no" />
<el-table-column
:formatter="fenToYuanFormat"
align="center"
label="价格（元）"
prop="price"
width="100"
/>
<el-table-column align="center" label="数量" prop="count" width="200" />
<el-table-column align="center" label="折扣(%)" prop="discountPercent" width="200" />
<el-table-column align="center" label="合计" prop="totalPrice" width="100">
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
{{ getTotalPrice(row) }}
</template>
</el-table-column>
</el-table>
</template>
<script lang="ts" setup>
import { DICT_TYPE } from '@/utils/dict'
import { fenToYuanFormat } from '@/utils/formatter'
import * as ProductApi from '@/api/crm/product'
import { floatToFixed2, yuanToFen } from '@/utils'
defineOptions({ name: 'ContractProductList' })
const props = withDefaults(defineProps<{ modelValue: ProductApi.ProductExpandVO[] }>(), {
modelValue: () => []
})
const list = ref<ProductApi.ProductExpandVO[]>([]) // 列表数量
/** 计算 totalPrice */
const getTotalPrice = computed(() => (row: ProductApi.ProductExpandVO) => {
const totalPrice =
(Number(row.price) / 100) * Number(row.count) * (1 - Number(row.discountPercent) / 100)
row.totalPrice = isNaN(totalPrice) ? 0 : yuanToFen(totalPrice)
return isNaN(totalPrice) ? 0 : totalPrice.toFixed(2)
})
const isSetListValue = ref(false) // 判断是否已经给 list 赋值过，用于编辑表单商品回显
// 编辑时合同商品回显
watch(
() => props.modelValue,
(val) => {
if (!val || val.length === 0 || isSetListValue.value) {
return
}
list.value = [
...props.modelValue.map((item) => {
item.totalPrice = floatToFixed2(item.totalPrice) as unknown as number
return item
})
]
isSetListValue.value = true
},
{ immediate: true, deep: true }
)
</script>

25
src/views/crm/contract/detail/index.vue
View File

@ -1,10 +1,10 @@
<!-- TODO @puhui999：这个组件的注释加下，方便大家打开就知道哈 -->
<!-- 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="transfer">
<el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transferContract">
转移
</el-button>
</ContractDetailsHeader>
@ -13,6 +13,9 @@
<el-tab-pane label="详细资料">
<ContractDetailsInfo :contract="contract" />
</el-tab-pane>
<el-tab-pane label="产品">
<ContractProductList v-model="contract.productItems" />
</el-tab-pane>
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
@ -25,18 +28,11 @@
@quit-team="close"
/>
</el-tab-pane>
<el-tab-pane label="商机" lazy>
<BusinessList
:biz-id="contract.id!"
:biz-type="BizTypeEnum.CRM_CONTRACT"
:customer-id="contract.customerId"
/>
</el-tab-pane>
</el-tabs>
</el-col>
<!-- 表单弹窗：添加/修改 -->
<ContractForm ref="formRef" @success="getContractData" />
<CrmTransferForm ref="crmTransferFormRef" @success="close" />
<CrmTransferForm ref="transferFormRef" @success="close" />
</template>
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
@ -44,12 +40,12 @@ import { OperateLogV2VO } from '@/api/system/operatelog'
import * as ContractApi from '@/api/crm/contract'
import ContractDetailsHeader from './ContractDetailsHeader.vue'
import ContractDetailsInfo from './ContractDetailsInfo.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 BusinessList from '@/views/crm/business/components/BusinessList.vue'
defineOptions({ name: 'CrmContractDetail' })
@ -91,10 +87,9 @@ const getOperateLog = async (contractId: number) => {
}
/** 转移 */
// TODO @puhui999：transferFormRef 简洁一点哈
const crmTransferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 合同转移表单 ref
const transfer = () => {
crmTransferFormRef.value?.open('合同转移', contract.value.id, ContractApi.transfer)
const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 合同转移表单 ref
const transferContract = () => {
transferFormRef.value?.open('合同转移', contract.value.id, ContractApi.transferContract)
}
/** 关闭 */

38
src/views/crm/contract/index.vue
View File

@ -57,54 +57,44 @@
<!-- TODO 芋艿：各种字段要调整 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="合同编号" prop="id" />
<el-table-column align="center" label="合同名称" prop="name" />
<el-table-column align="center" label="客户名称" prop="customerId" />
<el-table-column align="center" label="商机名称" prop="businessId" />
<el-table-column align="center" label="工作流名称" prop="processInstanceId" />
<el-table-column align="center" label="合同编号" prop="no" width="130" />
<el-table-column align="center" label="合同名称" prop="name" width="130" />
<el-table-column align="center" label="合同状态" prop="auditStatus" width="130" />
<el-table-column align="center" label="客户名称" prop="customerName" width="130" />
<el-table-column align="center" label="商机名称" prop="businessName" width="130" />
<el-table-column align="center" label="合同金额（元）" prop="price" width="130" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="下单时间"
prop="orderDate"
width="180px"
width="180"
/>
<el-table-column align="center" label="负责人" prop="ownerUserId" />
<el-table-column align="center" label="合同编号" prop="no" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="开始时间"
prop="startTime"
width="180px"
width="180"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="结束时间"
prop="endTime"
width="180px"
width="180"
/>
<el-table-column align="center" label="合同金额" prop="price" />
<el-table-column align="center" label="整单折扣" prop="discountPercent" />
<el-table-column align="center" label="产品总金额" prop="productPrice" />
<el-table-column align="center" label="联系人" prop="contactId" />
<el-table-column align="center" label="公司签约人" prop="signUserId" />
<el-table-column align="center" label="客户签约人" prop="contactName" width="130" />
<el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
<el-table-column align="center" label="备注" prop="remark" width="130" />
<el-table-column align="center" label="审核状态" prop="auditStatus" width="130" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="最后跟进时间"
prop="contactLastTime"
width="180px"
width="180"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column fixed="right" label="操作" width="250">
<template #default="scope">
<el-button

2
src/views/crm/customer/detail/index.vue
View File

@ -124,7 +124,7 @@ const openForm = () => {
/** 客户转移 */
const crmTransferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 客户转移表单 ref
const transfer = () => {
crmTransferFormRef.value?.open('客户转移', customerId.value, CustomerApi.transfer)
crmTransferFormRef.value?.open('客户转移', customerId.value, CustomerApi.transferCustomer)
}
/** 锁定客户 */

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

@ -208,7 +208,7 @@
<!-- 表单弹窗：添加/修改 -->
<CustomerForm ref="formRef" @success="getList" />
<CustomerImportForm ref="customerImportFormRef" @success="getList" />
<CustomerImportForm ref="importFormRef" @success="getList" />
</template>
<script lang="ts" setup>
@ -341,10 +341,9 @@ const handleDelete = async (id: number) => {
}
/** 导入按钮操作 */
// TODO @puhui999：importFormRef 简化下
const customerImportFormRef = ref<InstanceType<typeof CustomerImportForm>>()
const importFormRef = ref<InstanceType<typeof CustomerImportForm>>()
const handleImport = () => {
customerImportFormRef.value?.open()
importFormRef.value?.open()
}
/** 导出按钮操作 */