✨ CRM:完善 CRM 跟进记录(商机的展示、添加)
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@ -92,11 +92,6 @@ export const getBusinessPageByContact = async (params) => {
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return await request.get({ url: `/crm/business/page-by-contact`, params })
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}
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// 获得 CRM 商机列表
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export const getBusinessListByIds = async (val: number[]) => {
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return await request.get({ url: '/crm/business/list-by-ids', params: { ids: val.join(',') } })
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}
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// 商机转移
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export const transferBusiness = async (data: TransferReqVO) => {
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return await request.put({ url: '/crm/business/transfer', data })
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@ -11,7 +11,17 @@ export interface FollowUpRecordVO {
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fileUrls: string[] // 附件
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nextTime: Date // 下次联系时间
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businessIds: number[] // 关联的商机编号数组
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businesses: {
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id: number
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name: string
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}[] // 关联的商机数组
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contactIds: number[] // 关联的联系人编号数组
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contacts: {
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id: number
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name: string
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}[] // 关联的联系人数组
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creator: string
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creatorName?: string
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}
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// 跟进记录 API
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@ -21,28 +31,13 @@ export const FollowUpRecordApi = {
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return await request.get({ url: `/crm/follow-up-record/page`, params })
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},
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// 查询跟进记录详情
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getFollowUpRecord: async (id: number) => {
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return await request.get({ url: `/crm/follow-up-record/get?id=` + id })
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},
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// 新增跟进记录
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createFollowUpRecord: async (data: FollowUpRecordVO) => {
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return await request.post({ url: `/crm/follow-up-record/create`, data })
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},
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// 修改跟进记录
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updateFollowUpRecord: async (data: FollowUpRecordVO) => {
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return await request.put({ url: `/crm/follow-up-record/update`, data })
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},
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// 删除跟进记录
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deleteFollowUpRecord: async (id: number) => {
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return await request.delete({ url: `/crm/follow-up-record/delete?id=` + id })
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},
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// 导出跟进记录 Excel
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exportFollowUpRecord: async (params) => {
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return await request.download({ url: `/crm/follow-up-record/export-excel`, params })
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}
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}
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@ -48,8 +48,8 @@
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<el-table-column
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label="商机金额"
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align="center"
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prop="price"
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:formatter="erpPriceInputFormatter"
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prop="totalPrice"
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:formatter="erpPriceTableColumnFormatter"
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/>
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<el-table-column label="客户名称" align="center" prop="customerName" />
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<el-table-column label="商机组" align="center" prop="statusTypeName" />
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@ -75,7 +75,7 @@
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<script setup lang="ts">
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import * as BusinessApi from '@/api/crm/business'
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import BusinessForm from '../BusinessForm.vue'
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import { erpPriceInputFormatter } from '@/utils'
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import { erpPriceTableColumnFormatter } from '@/utils'
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const message = useMessage() // 消息弹窗
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const props = defineProps<{
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@ -99,6 +99,7 @@ const queryParams = reactive({
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/** 打开弹窗 */
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const open = async () => {
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dialogVisible.value = true
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queryParams.customerId = props.customerId // 解决 props.customerId 没更新到 queryParams 上的问题
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await getList()
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}
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defineExpose({ open }) // 提供 open 方法,用于打开弹窗
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@ -144,7 +145,7 @@ const submitForm = async () => {
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return message.error('未选择商机')
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}
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dialogVisible.value = false
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emit('success', businessIds)
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emit('success', businessIds, businessRef.value.getSelectionRows())
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}
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/** 打开联系人详情 */
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@ -1,6 +1,6 @@
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<!-- 跟进记录的添加表单弹窗 -->
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<template>
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<Dialog v-model="dialogVisible" :title="dialogTitle" width="50%">
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<Dialog v-model="dialogVisible" title="添加跟进记录" width="50%">
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<el-form
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ref="formRef"
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v-loading="formLoading"
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@ -36,17 +36,17 @@
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<el-input v-model="formData.content" :rows="3" type="textarea" />
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="图片" prop="content">
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<el-col :span="12">
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<el-form-item label="图片" prop="picUrls">
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<UploadImgs v-model="formData.picUrls" class="min-w-80px" />
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="附件" prop="content">
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<el-col :span="12">
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<el-form-item label="附件" prop="fileUrls">
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<UploadFile v-model="formData.fileUrls" class="min-w-80px" />
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-col :span="24" v-if="formData.bizType == BizTypeEnum.CRM_CUSTOMER">
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<el-form-item label="关联联系人" prop="contactIds">
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<el-button @click="handleAddContact">
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<Icon class="mr-5px" icon="ep:plus" />
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@ -55,13 +55,13 @@
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<contact-list v-model:contactIds="formData.contactIds" />
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-col :span="24" v-if="formData.bizType == BizTypeEnum.CRM_CUSTOMER">
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<el-form-item label="关联商机" prop="businessIds">
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<el-button @click="handleAddBusiness">
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<el-button @click="handleOpenBusiness">
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<Icon class="mr-5px" icon="ep:plus" />
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添加商机
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</el-button>
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<business-list v-model:businessIds="formData.businessIds" />
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<FollowUpRecordBusinessForm :businesses="formData.businesses" />
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</el-form-item>
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</el-col>
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</el-row>
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@ -71,13 +71,23 @@
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<el-button @click="dialogVisible = false">取 消</el-button>
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</template>
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</Dialog>
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<!-- 弹窗 -->
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<ContactTableSelect ref="contactTableSelectRef" v-model="formData.contactIds" />
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<BusinessTableSelect ref="businessTableSelectRef" v-model="formData.businessIds" />
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<BusinessListModal
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ref="businessTableSelectRef"
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:customer-id="formData.bizId"
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@success="handleAddBusiness"
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/>
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</template>
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<script lang="ts" setup>
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
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import { BusinessList, BusinessTableSelect, ContactList, ContactTableSelect } from './components'
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import { ContactList, ContactTableSelect } from './components'
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import { BizTypeEnum } from '@/api/crm/permission'
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import FollowUpRecordBusinessForm from './components/FollowUpRecordBusinessForm.vue'
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import BusinessListModal from '@/views/crm/business/components/BusinessListModal.vue'
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import * as BusinessApi from '@/api/crm/business'
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defineOptions({ name: 'FollowUpRecordForm' })
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@ -87,8 +97,12 @@ const message = useMessage() // 消息弹窗
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const dialogVisible = ref(false) // 弹窗的是否展示
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const dialogTitle = ref('') // 弹窗的标题
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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
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const formType = ref('') // 表单的类型:create - 新增;update - 修改
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const formData = ref<FollowUpRecordVO>({} as FollowUpRecordVO)
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const formData = ref({
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bizType: undefined,
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bizId: undefined,
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businesses: [],
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contacts: []
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})
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const formRules = reactive({
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type: [{ required: true, message: '跟进类型不能为空', trigger: 'change' }],
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content: [{ required: true, message: '跟进内容不能为空', trigger: 'blur' }],
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@ -98,22 +112,11 @@ const formRules = reactive({
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const formRef = ref() // 表单 Ref
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/** 打开弹窗 */
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const open = async (bizType: number, bizId: number, type: string, id?: number) => {
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const open = async (bizType: number, bizId: number) => {
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dialogVisible.value = true
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dialogTitle.value = t('action.' + type)
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formType.value = type
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resetForm()
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formData.value.bizType = bizType
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formData.value.bizId = bizId
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// 修改时,设置数据
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if (id) {
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formLoading.value = true
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try {
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formData.value = await FollowUpRecordApi.getFollowUpRecord(id)
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} finally {
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formLoading.value = false
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}
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}
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}
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defineExpose({ open }) // 提供 open 方法,用于打开弹窗
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@ -126,13 +129,8 @@ const submitForm = async () => {
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formLoading.value = true
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try {
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const data = formData.value as unknown as FollowUpRecordVO
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if (formType.value === 'create') {
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await FollowUpRecordApi.createFollowUpRecord(data)
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message.success(t('common.createSuccess'))
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} else {
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await FollowUpRecordApi.updateFollowUpRecord(data)
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message.success(t('common.updateSuccess'))
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}
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await FollowUpRecordApi.createFollowUpRecord(data)
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message.success(t('common.createSuccess'))
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dialogVisible.value = false
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// 发送操作成功的事件
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emit('success')
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@ -148,14 +146,26 @@ const handleAddContact = () => {
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}
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/** 关联商机 */
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const businessTableSelectRef = ref<InstanceType<typeof BusinessTableSelect>>()
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const handleAddBusiness = () => {
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const businessTableSelectRef = ref<InstanceType<typeof BusinessListModal>>()
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const handleOpenBusiness = () => {
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businessTableSelectRef.value?.open()
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}
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const handleAddBusiness = (businessId: [], newBusinesses: BusinessApi.BusinessVO[]) => {
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newBusinesses.forEach((business) => {
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if (!formData.value.businesses.some((item) => item.id === business.id)) {
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formData.value.businesses.push(business)
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}
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})
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}
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/** 重置表单 */
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const resetForm = () => {
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formRef.value?.resetFields()
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formData.value = {} as FollowUpRecordVO
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formData.value = {
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bizId: undefined,
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bizType: undefined,
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businesses: [],
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contacts: []
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}
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}
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</script>
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@ -1,71 +0,0 @@
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<template>
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<el-table :data="list" :show-overflow-tooltip="true" :stripe="true" height="200">
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<el-table-column align="center" label="商机名称" prop="name" />
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<el-table-column align="center" label="客户名称" prop="customerName" />
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<el-table-column align="center" label="商机金额" prop="price" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="预计成交日期"
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prop="dealTime"
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width="120px"
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/>
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<el-table-column align="center" label="商机状态类型" prop="statusTypeName" width="120" />
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<el-table-column align="center" label="商机状态" prop="statusName" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="更新时间"
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prop="updateTime"
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width="180px"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="创建时间"
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prop="createTime"
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width="180px"
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/>
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<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
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<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
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<el-table-column align="center" label="备注" prop="remark" />
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<el-table-column align="center" fixed="right" label="操作" width="130">
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<template #default="scope">
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<el-button link type="danger" @click="handleDelete(scope.row.id)"> 移除</el-button>
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</template>
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</el-table-column>
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</el-table>
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</template>
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<script lang="ts" setup>
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import { dateFormatter } from '@/utils/formatTime'
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import * as BusinessApi from '@/api/crm/business'
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defineOptions({ name: 'BusinessList' })
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const props = withDefaults(defineProps<{ businessIds: number[] }>(), {
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businessIds: () => []
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})
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const list = ref<BusinessApi.BusinessVO[]>([] as BusinessApi.BusinessVO[])
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watch(
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() => props.businessIds,
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(val) => {
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if (!val || val.length === 0) {
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return
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}
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list.value = BusinessApi.getBusinessListByIds(unref(val)) as unknown as BusinessApi.BusinessVO[]
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}
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)
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const emits = defineEmits<{
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(e: 'update:businessIds', businessIds: number[]): void
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}>()
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const handleDelete = (id: number) => {
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const index = list.value.findIndex((item) => item.id === id)
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if (index !== -1) {
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list.value.splice(index, 1)
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}
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emits(
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'update:businessIds',
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list.value.map((item) => item.id)
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)
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}
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</script>
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@ -1,88 +0,0 @@
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<!-- 商机的选择列表 TODO 芋艿:后面看看要不要搞到统一封装里 -->
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<template>
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<Dialog v-model="dialogVisible" :appendToBody="true" title="选择商机" width="700">
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<el-table
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ref="multipleTableRef"
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v-loading="loading"
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:data="list"
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:show-overflow-tooltip="true"
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:stripe="true"
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@selection-change="handleSelectionChange"
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>
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<el-table-column type="selection" width="55" />
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<el-table-column align="center" label="商机名称" prop="name" />
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<el-table-column align="center" label="客户名称" prop="customerName" />
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<el-table-column align="center" label="商机金额" prop="price" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="预计成交日期"
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prop="dealTime"
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width="180px"
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/>
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<el-table-column align="center" label="备注" prop="remark" />
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</el-table>
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<template #footer>
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<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
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<el-button @click="dialogVisible = false">取 消</el-button>
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</template>
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</Dialog>
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</template>
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<script lang="ts" setup>
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import * as BusinessApi from '@/api/crm/business'
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import { dateFormatter } from '@/utils/formatTime'
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import { ElTable } from 'element-plus'
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defineOptions({ name: 'BusinessTableSelect' })
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withDefaults(defineProps<{ modelValue: number[] }>(), { modelValue: () => [] })
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const list = ref<BusinessApi.BusinessVO[]>([]) // 列表的数据
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const loading = ref(false) // 列表的加载中
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const dialogVisible = ref(false) // 弹窗的是否展示
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const formLoading = ref(false)
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// 确认选择时的触发事件
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const emits = defineEmits<{
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(e: 'update:modelValue', v: number[]): void
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}>()
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const multipleTableRef = ref<InstanceType<typeof ElTable>>()
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const multipleSelection = ref<BusinessApi.BusinessVO[]>([])
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const handleSelectionChange = (val: BusinessApi.BusinessVO[]) => {
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multipleSelection.value = val
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}
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/** 触发 */
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const submitForm = () => {
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formLoading.value = true
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try {
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emits(
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'update:modelValue',
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multipleSelection.value.map((item) => item.id)
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)
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} finally {
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formLoading.value = false
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// 关闭弹窗
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dialogVisible.value = false
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}
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}
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const getList = async () => {
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loading.value = true
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try {
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list.value = await BusinessApi.getSimpleBusinessList()
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} finally {
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loading.value = false
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}
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}
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/** 打开弹窗 */
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const open = async () => {
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dialogVisible.value = true
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await nextTick()
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if (multipleSelection.value.length > 0) {
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multipleTableRef.value!.clearSelection()
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}
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await getList()
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}
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defineExpose({ open }) // 提供 open 方法,用于打开弹窗
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</script>
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@ -0,0 +1,42 @@
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<template>
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<el-table :data="formData" :show-overflow-tooltip="true" :stripe="true" height="120">
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<el-table-column label="商机名称" fixed="left" align="center" prop="name" />
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<el-table-column
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label="商机金额"
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align="center"
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prop="totalPrice"
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:formatter="erpPriceTableColumnFormatter"
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/>
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<el-table-column label="客户名称" align="center" prop="customerName" />
|
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<el-table-column label="商机组" align="center" prop="statusTypeName" />
|
||||
<el-table-column label="商机阶段" align="center" prop="statusName" />
|
||||
<el-table-column align="center" fixed="right" label="操作" width="80">
|
||||
<template #default="{ $index }">
|
||||
<el-button link type="danger" @click="handleDelete($index)"> 移除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
</el-table>
|
||||
</template>
|
||||
|
||||
<script lang="ts" setup>
|
||||
import { erpPriceTableColumnFormatter } from '@/utils'
|
||||
|
||||
const props = defineProps<{
|
||||
businesses: undefined
|
||||
}>()
|
||||
const formData = ref([])
|
||||
|
||||
/** 初始化商机列表 */
|
||||
watch(
|
||||
() => props.businesses,
|
||||
async (val) => {
|
||||
formData.value = val
|
||||
},
|
||||
{ immediate: true }
|
||||
)
|
||||
|
||||
/** 删除按钮操作 */
|
||||
const handleDelete = (index: number) => {
|
||||
formData.value.splice(index, 1)
|
||||
}
|
||||
</script>
|
@ -1,6 +1,4 @@
|
||||
import BusinessList from './BusinessList.vue'
|
||||
import BusinessTableSelect from './BusinessTableSelect.vue'
|
||||
import ContactList from './ContactList.vue'
|
||||
import ContactTableSelect from './ContactTableSelect.vue'
|
||||
|
||||
export { BusinessList, BusinessTableSelect, ContactList, ContactTableSelect }
|
||||
export { ContactList, ContactTableSelect }
|
||||
|
@ -2,7 +2,7 @@
|
||||
<template>
|
||||
<!-- 操作栏 -->
|
||||
<el-row class="mb-10px" justify="end">
|
||||
<el-button @click="openForm('create')">
|
||||
<el-button @click="openForm">
|
||||
<Icon class="mr-5px" icon="ep:edit" />
|
||||
写跟进
|
||||
</el-button>
|
||||
@ -10,8 +10,13 @@
|
||||
<!-- 列表 -->
|
||||
<ContentWrap>
|
||||
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
|
||||
<el-table-column align="center" label="编号" prop="id" />
|
||||
<!-- TODO @puhui999:展示不出来 -->
|
||||
<el-table-column
|
||||
:formatter="dateFormatter"
|
||||
align="center"
|
||||
label="创建时间"
|
||||
prop="createTime"
|
||||
width="180px"
|
||||
/>
|
||||
<el-table-column align="center" label="跟进人" prop="creatorName" />
|
||||
<el-table-column align="center" label="跟进类型" prop="type">
|
||||
<template #default="scope">
|
||||
@ -26,27 +31,46 @@
|
||||
prop="nextTime"
|
||||
width="180px"
|
||||
/>
|
||||
<!-- TODO @puhui999:点击后,查看关联联系人 -->
|
||||
<el-table-column align="center" label="关联联系人" prop="contactIds" />
|
||||
<!-- TODO @puhui999:点击后,查看关联商机 -->
|
||||
<el-table-column align="center" label="关联商机" prop="businessIds" />
|
||||
<el-table-column
|
||||
:formatter="dateFormatter"
|
||||
align="center"
|
||||
label="创建时间"
|
||||
prop="createTime"
|
||||
width="180px"
|
||||
/>
|
||||
label="关联联系人"
|
||||
prop="contactIds"
|
||||
v-if="bizType === BizTypeEnum.CRM_CUSTOMER"
|
||||
>
|
||||
<template #default="scope">
|
||||
<el-link
|
||||
v-for="contact in scope.row.contacts"
|
||||
:key="`key-${contact.id}`"
|
||||
:underline="false"
|
||||
type="primary"
|
||||
@click="openContactDetail(contact.id)"
|
||||
class="ml-5px"
|
||||
>
|
||||
{{ contact.name }}
|
||||
</el-link>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column
|
||||
align="center"
|
||||
label="关联商机"
|
||||
prop="businessIds"
|
||||
v-if="bizType === BizTypeEnum.CRM_CUSTOMER"
|
||||
>
|
||||
<template #default="scope">
|
||||
<el-link
|
||||
v-for="business in scope.row.businesses"
|
||||
:key="`key-${business.id}`"
|
||||
:underline="false"
|
||||
type="primary"
|
||||
@click="openBusinessDetail(business.id)"
|
||||
class="ml-5px"
|
||||
>
|
||||
{{ business.name }}
|
||||
</el-link>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column align="center" label="操作">
|
||||
<template #default="scope">
|
||||
<el-button
|
||||
v-hasPermi="['crm:follow-up-record:update']"
|
||||
link
|
||||
type="primary"
|
||||
@click="openForm('update', scope.row.id)"
|
||||
>
|
||||
编辑
|
||||
</el-button>
|
||||
<el-button
|
||||
v-hasPermi="['crm:follow-up-record:delete']"
|
||||
link
|
||||
@ -76,6 +100,7 @@ import { dateFormatter } from '@/utils/formatTime'
|
||||
import { DICT_TYPE } from '@/utils/dict'
|
||||
import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
|
||||
import FollowUpRecordForm from './FollowUpRecordForm.vue'
|
||||
import { BizTypeEnum } from '@/api/crm/permission'
|
||||
|
||||
/** 跟进记录列表 */
|
||||
defineOptions({ name: 'FollowUpRecord' })
|
||||
@ -110,8 +135,8 @@ const getList = async () => {
|
||||
|
||||
/** 添加/修改操作 */
|
||||
const formRef = ref<InstanceType<typeof FollowUpRecordForm>>()
|
||||
const openForm = (type: string, id?: number) => {
|
||||
formRef.value?.open(props.bizType, props.bizId, type, id)
|
||||
const openForm = () => {
|
||||
formRef.value?.open(props.bizType, props.bizId)
|
||||
}
|
||||
|
||||
/** 删除按钮操作 */
|
||||
@ -127,6 +152,17 @@ const handleDelete = async (id: number) => {
|
||||
} catch {}
|
||||
}
|
||||
|
||||
/** 打开联系人详情 */
|
||||
const { push } = useRouter()
|
||||
const openContactDetail = (id: number) => {
|
||||
push({ name: 'CrmContactDetail', params: { id } })
|
||||
}
|
||||
|
||||
/** 打开商机详情 */
|
||||
const openBusinessDetail = (id: number) => {
|
||||
push({ name: 'CrmBusinessDetail', params: { id } })
|
||||
}
|
||||
|
||||
watch(
|
||||
() => props.bizId,
|
||||
() => {
|
||||
|
@ -30,7 +30,7 @@
|
||||
</el-radio-group>
|
||||
</el-form-item>
|
||||
<!-- TODO @puhui999:同时添加至,还没想好下次搞 -->
|
||||
<el-form-item v-if="formType === 'create'" label="同时添加至" prop="toBizType">
|
||||
<el-form-item v-if="false && formType === 'create'" label="同时添加至" prop="toBizType">
|
||||
<el-select v-model="formData.userId">
|
||||
<el-option :value="1" label="联系人" />
|
||||
<el-option :value="1" label="商机" />
|
||||
|
Loading…
Reference in New Issue
Block a user