crm：增加合同 List 组件

src/api/crm/contract/index.ts

@@ -22,32 +22,37 @@ export interface ContractVO {
   remark: string
 }
 
-// 查询合同列表
+// 查询 CRM 合同列表
 export const getContractPage = async (params) => {
   return await request.get({ url: `/crm/contract/page`, params })
 }
 
-// 查询合同详情
+// 查询 CRM 联系人列表，基于指定客户
+export const getContractPageByCustomer = async (params: any) => {
+  return await request.get({ url: `/crm/contract/page-by-customer`, params })
+}
+
+// 查询 CRM 合同详情
 export const getContract = async (id: number) => {
   return await request.get({ url: `/crm/contract/get?id=` + id })
 }
 
-// 新增合同
+// 新增 CRM 合同
 export const createContract = async (data: ContractVO) => {
   return await request.post({ url: `/crm/contract/create`, data })
 }
 
-// 修改合同
+// 修改 CRM 合同
 export const updateContract = async (data: ContractVO) => {
   return await request.put({ url: `/crm/contract/update`, data })
 }
 
-// 删除合同
+// 删除 CRM 合同
 export const deleteContract = async (id: number) => {
   return await request.delete({ url: `/crm/contract/delete?id=` + id })
 }
 
-// 导出合同 Excel
+// 导出 CRM 合同 Excel
 export const exportContract = async (params) => {
   return await request.download({ url: `/crm/contract/export-excel`, params })
 }

src/api/crm/permission/index.ts

@@ -20,7 +20,7 @@ export interface PermissionVO {
 export enum BizTypeEnum {
   CRM_LEADS = 1, // 线索
   CRM_CUSTOMER = 2, // 客户
-  CRM_CONTACTS = 3, // 联系人
+  CRM_CONTACT = 3, // 联系人
   CRM_BUSINESS = 5, // 商机
   CRM_CONTRACT = 6 // 合同
 }

src/utils/dict.ts

@@ -190,14 +190,12 @@ export enum DICT_TYPE {
   PROMOTION_BANNER_POSITION = 'promotion_banner_position', // banner 定位
 
   // ========== CRM - 客户管理模块 ==========
-  CRM_RECEIVABLE_CHECK_STATUS = 'crm_receivable_check_status',
+  CRM_AUDIT_STATUS = 'crm_audit_status', // CRM 审批状态
+  CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型
   CRM_RETURN_TYPE = 'crm_return_type',
   CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry',
   CRM_CUSTOMER_LEVEL = 'crm_customer_level',
   CRM_CUSTOMER_SOURCE = 'crm_customer_source',
   CRM_PRODUCT_STATUS = 'crm_product_status',
-
-  // ========== CRM - 数据权限模块 ==========
-  CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型
   CRM_PERMISSION_LEVEL = 'crm_permission_level' // CRM 数据权限的级别
 }

src/views/crm/contact/components/ContactList.vue

@@ -1,7 +1,7 @@
 <template>
   <!-- 操作栏 -->
   <el-row justify="end">
-    <el-button>
+    <el-button @click="openForm">
       <Icon class="mr-5px" icon="system-uicons:contacts" />
       创建联系人
     </el-button>
@@ -25,26 +25,6 @@
           <dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
         </template>
       </el-table-column>
-      <el-table-column label="操作" align="center" fixed="right" width="200">
-        <template #default="scope">
-          <el-button
-            plain
-            type="primary"
-            @click="openForm('update', scope.row.id)"
-            v-hasPermi="['crm:contact:update']"
-          >
-            编辑
-          </el-button>
-          <el-button
-            plain
-            type="danger"
-            @click="handleDelete(scope.row.id)"
-            v-hasPermi="['crm:contact:delete']"
-          >
-            删除
-          </el-button>
-        </template>
-      </el-table-column>
     </el-table>
     <!-- 分页 -->
     <Pagination
@@ -55,7 +35,7 @@
     />
   </ContentWrap>
 
-  <!-- 表单弹窗：添加/修改 -->
+  <!-- 表单弹窗：添加 -->
   <ContactForm ref="formRef" @success="getList" />
 </template>
 <script setup lang="ts">
@@ -70,9 +50,6 @@ const props = defineProps<{
   bizId: number // 业务编号
 }>()
 
-const message = useMessage() // 消息弹窗
-const { t } = useI18n() // 国际化
-
 const loading = ref(true) // 列表的加载中
 const total = ref(0) // 列表的总页数
 const list = ref([]) // 列表的数据
@@ -111,26 +88,13 @@ const handleQuery = () => {
   getList()
 }
 
-/** 添加/修改操作 */
+/** 添加操作 */
 const formRef = ref()
-const openForm = (type: string, id?: number) => {
+const openForm = () => {
-  formRef.value.open(type, id)
+  formRef.value.open('create')
 }
 
-/** 删除按钮操作 */
+/** 打开联系人详情 */
-const handleDelete = async (id: number) => {
-  try {
-    // 删除的二次确认
-    await message.delConfirm()
-    // 发起删除
-    await ContactApi.deleteContact(id)
-    message.success(t('common.delSuccess'))
-    // 刷新列表
-    await getList()
-  } catch {}
-}
-
-/** 打开客户详情 */
 const { push } = useRouter()
 const openDetail = (id: number) => {
   push({ name: 'CrmContactDetail', params: { id } })

src/views/crm/contract/components/ContractList.vue

@@ -0,0 +1,132 @@
+<template>
+  <!-- 操作栏 -->
+  <el-row justify="end">
+    <el-button @click="openForm">
+      <Icon class="mr-5px" icon="clarity:contract-line" />
+      创建合同
+    </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="合同名称" fixed="left" align="center" prop="name">
+        <template #default="scope">
+          <el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
+            {{ scope.row.name }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column label="合同编号" align="center" prop="no" />
+      <el-table-column label="客户名称" align="center" prop="customerName" />
+      <el-table-column
+        label="合同金额（元）"
+        align="center"
+        prop="price"
+        :formatter="fenToYuanFormat"
+      />
+      <el-table-column
+        label="开始时间"
+        align="center"
+        prop="startTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column
+        label="结束时间"
+        align="center"
+        prop="endTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column align="center" label="状态" prop="auditStatus">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
+        </template>
+      </el-table-column>
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      :total="total"
+      v-model:page="queryParams.pageNo"
+      v-model:limit="queryParams.pageSize"
+      @pagination="getList"
+    />
+  </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 { fenToYuanFormat } from '@/utils/formatter'
+import { dateFormatter } from '@/utils/formatTime'
+import { DICT_TYPE } from '@/utils/dict'
+
+defineOptions({ name: 'CrmContractList' })
+const props = defineProps<{
+  bizType: number // 业务类型
+  bizId: number // 业务编号
+}>()
+
+const loading = ref(true) // 列表的加载中
+const total = ref(0) // 列表的总页数
+const list = ref([]) // 列表的数据
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  customerId: undefined as unknown // 允许 undefined + number
+})
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    // 置空参数
+    queryParams.customerId = undefined
+    // 执行查询
+    let data = { list: [], total: 0 }
+    switch (props.bizType) {
+      case BizTypeEnum.CRM_CUSTOMER:
+        queryParams.customerId = props.bizId
+        data = await ContractApi.getContractPageByCustomer(queryParams)
+        break
+      default:
+        return
+    }
+    list.value = data.list
+    total.value = data.total
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  queryParams.pageNo = 1
+  getList()
+}
+
+/** 添加 */
+const formRef = ref()
+const openForm = () => {
+  formRef.value.open('create')
+}
+
+/** 打开合同详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmContractDetail', params: { id } })
+}
+
+/** 监听打开的 bizId + bizType，从而加载最新的列表 */
+watch(
+  () => [props.bizId, props.bizType],
+  () => {
+    handleQuery()
+  },
+  { immediate: true, deep: true }
+)
+</script>

src/views/crm/contract/contract.data.ts

@@ -1,228 +0,0 @@
-import type { CrudSchema } from '@/hooks/web/useCrudSchemas'
-import { dateFormatter } from '@/utils/formatTime'
-
-// 表单校验
-export const rules = reactive({
-  name: [required]
-})
-
-// TODO @dbh52：不使用 crud 模式哈，使用标准的 ep 代码哈；主要后续 crud schema 可能会改
-// CrudSchema https://doc.iocoder.cn/vue3/crud-schema/
-const crudSchemas = reactive<CrudSchema[]>([
-  {
-    label: '合同编号',
-    field: 'id',
-    isForm: false
-  },
-  {
-    label: '合同名称',
-    field: 'name',
-    isSearch: true
-  },
-  {
-    label: '客户编号',
-    field: 'customerId',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '商机编号',
-    field: 'businessId',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '工作流编号',
-    field: 'processInstanceId',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '下单日期',
-    field: 'orderDate',
-    formatter: dateFormatter,
-    isSearch: true,
-    search: {
-      component: 'DatePicker',
-      componentProps: {
-        valueFormat: 'YYYY-MM-DD HH:mm:ss',
-        type: 'daterange',
-        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
-      }
-    },
-    form: {
-      component: 'DatePicker',
-      componentProps: {
-        type: 'datetime',
-        valueFormat: 'x'
-      }
-    }
-  },
-  {
-    label: '负责人的用户编号',
-    field: 'ownerUserId',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '创建时间',
-    field: 'createTime',
-    formatter: dateFormatter,
-    isSearch: true,
-    search: {
-      component: 'DatePicker',
-      componentProps: {
-        valueFormat: 'YYYY-MM-DD HH:mm:ss',
-        type: 'daterange',
-        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
-      }
-    },
-    isForm: false
-  },
-  {
-    label: '合同编号',
-    field: 'no',
-    isSearch: true
-  },
-  {
-    label: '开始时间',
-    field: 'startTime',
-    formatter: dateFormatter,
-    isSearch: true,
-    search: {
-      component: 'DatePicker',
-      componentProps: {
-        valueFormat: 'YYYY-MM-DD HH:mm:ss',
-        type: 'daterange',
-        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
-      }
-    },
-    form: {
-      component: 'DatePicker',
-      componentProps: {
-        type: 'datetime',
-        valueFormat: 'x'
-      }
-    }
-  },
-  {
-    label: '结束时间',
-    field: 'endTime',
-    formatter: dateFormatter,
-    isSearch: true,
-    search: {
-      component: 'DatePicker',
-      componentProps: {
-        valueFormat: 'YYYY-MM-DD HH:mm:ss',
-        type: 'daterange',
-        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
-      }
-    },
-    form: {
-      component: 'DatePicker',
-      componentProps: {
-        type: 'datetime',
-        valueFormat: 'x'
-      }
-    }
-  },
-  {
-    label: '合同金额',
-    field: 'price',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '整单折扣',
-    field: 'discountPercent',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '产品总金额',
-    field: 'productPrice',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '只读权限的用户编号数组',
-    field: 'roUserIds',
-    isSearch: true
-  },
-  {
-    label: '读写权限的用户编号数组',
-    field: 'rwUserIds',
-    isSearch: true
-  },
-  {
-    label: '联系人编号',
-    field: 'contactId',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '备注',
-    field: 'remark',
-    isSearch: true
-  },
-  {
-    label: '公司签约人',
-    field: 'signUserId',
-    isSearch: true,
-    form: {
-      component: 'InputNumber',
-      value: 0
-    }
-  },
-  {
-    label: '最后跟进时间',
-    field: 'contactLastTime',
-    formatter: dateFormatter,
-    isSearch: true,
-    search: {
-      component: 'DatePicker',
-      componentProps: {
-        valueFormat: 'YYYY-MM-DD HH:mm:ss',
-        type: 'daterange',
-        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
-      }
-    },
-    form: {
-      component: 'DatePicker',
-      componentProps: {
-        type: 'datetime',
-        valueFormat: 'x'
-      }
-    }
-  },
-  {
-    label: '操作',
-    field: 'action',
-    isForm: false
-  }
-])
-export const { allSchemas } = useCrudSchemas(crudSchemas)

src/views/crm/contract/index.vue

@@ -8,44 +8,6 @@
       :inline="true"
       label-width="68px"
     >
-      <el-form-item label="合同名称" prop="name">
-        <el-input
-          v-model="queryParams.name"
-          placeholder="请输入合同名称"
-          clearable
-          @keyup.enter="handleQuery"
-          class="!w-240px"
-        />
-      </el-form-item>
-      <el-form-item label="客户编号" prop="customerId">
-        <el-input
-          v-model="queryParams.customerId"
-          placeholder="请输入客户编号"
-          clearable
-          @keyup.enter="handleQuery"
-          class="!w-240px"
-        />
-      </el-form-item>
-      <el-form-item label="商机编号" prop="businessId">
-        <el-input
-          v-model="queryParams.businessId"
-          placeholder="请输入商机编号"
-          clearable
-          @keyup.enter="handleQuery"
-          class="!w-240px"
-        />
-      </el-form-item>
-      <el-form-item label="下单日期" prop="orderDate">
-        <el-date-picker
-          v-model="queryParams.orderDate"
-          value-format="YYYY-MM-DD HH:mm:ss"
-          type="daterange"
-          start-placeholder="开始日期"
-          end-placeholder="结束日期"
-          :default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
-          class="!w-240px"
-        />
-      </el-form-item>
       <el-form-item label="合同编号" prop="no">
         <el-input
           v-model="queryParams.no"
@@ -55,6 +17,15 @@
           class="!w-240px"
         />
       </el-form-item>
+      <el-form-item label="合同名称" prop="name">
+        <el-input
+          v-model="queryParams.name"
+          placeholder="请输入合同名称"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
       <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>
@@ -75,6 +46,7 @@
   </ContentWrap>
 
   <!-- 列表 -->
+  <!-- TODO 芋艿：各种字段要调整 -->
   <ContentWrap>
     <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
       <el-table-column label="合同编号" align="center" prop="id" />
@@ -125,7 +97,6 @@
         width="180px"
       />
       <el-table-column label="备注" align="center" prop="remark" />
-
       <el-table-column label="操作" width="120px">
         <template #default="scope">
           <el-button
@@ -159,7 +130,6 @@
   <!-- 表单弹窗：添加/修改 -->
   <ContractForm ref="formRef" @success="getList" />
 </template>
-
 <script setup lang="ts">
 import { dateFormatter } from '@/utils/formatTime'
 import download from '@/utils/download'

src/views/crm/customer/detail/CustomerDetailsHeader.vue

@@ -20,13 +20,8 @@
     <!-- TODO 芋艿： -->
     <el-row class="mt-10px">
       <el-button> <Icon class="mr-5px" icon="ph:calendar-fill" /> 创建任务 </el-button>
-      <el-button> <Icon class="mr-5px" icon="carbon:email" /> 发送邮件 </el-button>
       <el-button> <Icon class="mr-5px" icon="ep:opportunity" /> 创建商机 </el-button>
-      <el-button> <Icon class="mr-5px" icon="clarity:contract-line" />创建合同 </el-button>
       <el-button> <Icon class="mr-5px" icon="icon-park:income-one" />创建回款 </el-button>
-      <el-button>
-        <Icon class="mr-5px" icon="fluent:people-team-add-20-filled" /> 添加团队成员
-      </el-button>
     </el-row>
   </div>
   <ContentWrap class="mt-10px">

src/views/crm/customer/detail/index.vue

@@ -13,7 +13,9 @@
         <PermissionList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
       </el-tab-pane>
       <el-tab-pane label="商机" lazy> 商机</el-tab-pane>
-      <el-tab-pane label="合同" lazy>TODO 待开发</el-tab-pane>
+      <el-tab-pane label="合同" lazy>
+        <ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
+      </el-tab-pane>
       <el-tab-pane label="回款" lazy>TODO 待开发</el-tab-pane>
       <el-tab-pane label="回访" lazy>TODO 待开发</el-tab-pane>
       <el-tab-pane label="发票" lazy>TODO 待开发</el-tab-pane>
@@ -26,7 +28,8 @@ import * as CustomerApi from '@/api/crm/customer'
 import CustomerDetailsInfo from './CustomerDetailsInfo.vue' // 客户明细 - 详细信息
 import CustomerDetailsHeader from './CustomerDetailsHeader.vue' // 客户明细 - 头部
 import ContactList from '@/views/crm/contact/components/ContactList.vue' // 联系人列表
-import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 权限列表
+import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
+import ContractList from '@/views/crm/contract/components/ContractList.vue' // 合同列表
 import { BizTypeEnum } from '@/api/crm/permission'
 
 defineOptions({ name: 'CrmCustomerDetail' })

src/views/crm/receivable/index.vue

@@ -52,7 +52,7 @@
           class="!w-240px"
         >
           <el-option
-            v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS)"
+            v-for="dict in getIntDictOptions(DICT_TYPE.CRM_AUDIT_STATUS)"
             :key="dict.value"
             :label="dict.label"
             :value="dict.value"
@@ -194,7 +194,7 @@
       <el-table-column label="合同" align="center" prop="contractId" />
       <el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
         <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS" :value="scope.row.checkStatus" />
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
         </template>
       </el-table-column>
       <!-- <el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->

src/views/crm/receivablePlan/index.vue

@@ -49,7 +49,7 @@
           class="!w-240px"
         >
           <el-option
-            v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS)"
+            v-for="dict in getStrDictOptions(DICT_TYPE.CRM_AUDIT_STATUS)"
             :key="dict.value"
             :label="dict.label"
             :value="dict.value"
@@ -171,7 +171,7 @@
       </el-table-column>
       <el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
         <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS" :value="scope.row.checkStatus" />
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
         </template>
       </el-table-column>
       <!--<el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->