✨ CRM:完善商机和联系人之间的关联
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@ -47,6 +47,11 @@ export const getContactPageByCustomer = async (params: any) => {
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return await request.get({ url: `/crm/contact/page-by-customer`, params })
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}
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// 查询 CRM 联系人列表,基于指定商机
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export const getContactPageByBusiness = async (params: any) => {
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return await request.get({ url: `/crm/contact/page-by-business`, params })
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}
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// 查询 CRM 联系人详情
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export const getContact = async (id: number) => {
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return await request.get({ url: `/crm/contact/get?id=` + id })
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@ -31,7 +31,12 @@
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</el-col>
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<el-col :span="8">
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<el-form-item label="客户名称" prop="customerId">
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<el-select v-model="formData.customerId" placeholder="请选择客户" class="w-1/1">
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<el-select
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:disabled="formData.customerDefault"
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v-model="formData.customerId"
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placeholder="请选择客户"
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class="w-1/1"
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>
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<el-option
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v-for="item in customerList"
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:key="item.id"
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@ -158,7 +163,9 @@ const formData = ref({
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totalProductPrice: undefined,
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totalPrice: undefined,
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remark: undefined,
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products: []
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products: [],
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contactId: undefined,
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customerDefault: false
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})
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const formRules = reactive({
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name: [{ required: true, message: '商机名称不能为空', trigger: 'blur' }],
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@ -197,7 +204,7 @@ watch(
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)
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/** 打开弹窗 */
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const open = async (type: string, id?: number) => {
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const open = async (type: string, id?: number, customerId?: number, contactId?: 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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@ -210,7 +217,17 @@ const open = async (type: string, id?: number) => {
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} finally {
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formLoading.value = false
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}
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} else {
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if (customerId) {
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formData.value.customerId = customerId
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formData.value.customerDefault = true // 默认客户的选择,不允许变
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}
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// 自动关联 contactId 联系人编号
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if (contactId) {
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formData.value.contactId = contactId
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}
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}
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// 获得客户列表
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customerList.value = await CustomerApi.getCustomerSimpleList()
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// 加载商机状态类型列表
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statusTypeList.value = await BusinessStatusApi.getBusinessStatusTypeSimpleList()
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@ -264,7 +281,9 @@ const resetForm = () => {
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totalProductPrice: undefined,
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totalPrice: undefined,
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remark: undefined,
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products: []
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products: [],
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contactId: undefined,
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customerDefault: false
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}
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formRef.value?.resetFields()
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}
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@ -76,6 +76,7 @@ const props = defineProps<{
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bizType: number // 业务类型
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bizId: number // 业务编号
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customerId?: number // 关联联系人与商机时,需要传入 customerId 进行筛选
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contactId?: number // 特殊:联系人编号;在【联系人】详情中,可以传递联系人编号,默认新建的商机关联到该联系人
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}>()
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const loading = ref(true) // 列表的加载中
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@ -125,7 +126,7 @@ const handleQuery = () => {
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/** 添加操作 */
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const formRef = ref()
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const openForm = () => {
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formRef.value.open('create')
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formRef.value.open('create', null, props.customerId, props.contactId)
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}
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/** 打开联系人详情 */
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@ -15,6 +15,14 @@
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<el-tab-pane label="详细资料">
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<BusinessDetailsInfo :business="business" />
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</el-tab-pane>
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<el-tab-pane label="联系人" lazy>
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<ContactList
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:biz-id="business.id!"
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:biz-type="BizTypeEnum.CRM_BUSINESS"
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:business-id="business.id"
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:customer-id="business.customerId"
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/>
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</el-tab-pane>
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<el-tab-pane label="操作日志">
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<OperateLogV2 :log-list="logList" />
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</el-tab-pane>
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@ -27,13 +35,6 @@
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@quit-team="close"
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/>
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</el-tab-pane>
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<el-tab-pane label="商机" lazy>
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<BusinessList
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:biz-id="business.id!"
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:biz-type="BizTypeEnum.CRM_CONTACT"
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:customer-id="business.customerId"
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/>
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</el-tab-pane>
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</el-tabs>
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</el-col>
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<!-- 表单弹窗:添加/修改 -->
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@ -46,7 +47,6 @@ import * as ContactApi from '@/api/crm/contact'
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import * as BusinessApi from '@/api/crm/business'
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import BusinessDetailsHeader from './BusinessDetailsHeader.vue'
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import BusinessDetailsInfo from './BusinessDetailsInfo.vue'
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import BusinessList from '@/views/crm/business/components/BusinessList.vue' // 商机列表
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import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表(权限)
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import { BizTypeEnum } from '@/api/crm/permission'
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import { OperateLogV2VO } from '@/api/system/operatelog'
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@ -54,6 +54,7 @@ import { getOperateLogPage } from '@/api/crm/operateLog'
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import ContactForm from '@/views/crm/contact/ContactForm.vue'
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import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
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import FollowUpList from '@/views/crm/followup/index.vue'
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import ContactList from '@/views/crm/contact/components/ContactList.vue'
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defineOptions({ name: 'CrmBusinessDetail' })
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@ -38,6 +38,11 @@
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<!-- 列表 -->
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<ContentWrap>
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<el-tabs v-model="activeName" @tab-click="handleTabClick">
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<el-tab-pane label="我负责的" name="1" />
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<el-tab-pane label="我参与的" name="2" />
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<el-tab-pane label="下属负责的" name="3" />
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</el-tabs>
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<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
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<el-table-column align="center" label="商机名称" fixed="left" prop="name" width="160">
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<template #default="scope">
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@ -157,6 +162,7 @@ import download from '@/utils/download'
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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 { erpPriceTableColumnFormatter } from '@/utils'
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import { TabsPaneContext } from 'element-plus'
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defineOptions({ name: 'CrmBusiness' })
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@ -169,27 +175,12 @@ const list = ref([]) // 列表的数据
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const queryParams = reactive({
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pageNo: 1,
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pageSize: 10,
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name: null,
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statusTypeId: null,
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statusId: null,
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contactNextTime: [],
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customerId: null,
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dealTime: [],
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price: null,
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discountPercent: null,
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productPrice: null,
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remark: null,
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ownerUserId: null,
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createTime: [],
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roUserIds: null,
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rwUserIds: null,
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endStatus: null,
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endRemark: null,
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contactLastTime: [],
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followUpStatus: null
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sceneType: '1', // 默认和 activeName 相等
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name: null
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})
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const queryFormRef = ref() // 搜索的表单
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const exportLoading = ref(false) // 导出的加载中
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const activeName = ref('1') // 列表 tab
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/** 查询列表 */
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const getList = async () => {
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@ -215,6 +206,12 @@ const resetQuery = () => {
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handleQuery()
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}
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/** tab 切换 */
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const handleTabClick = (tab: TabsPaneContext) => {
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queryParams.sceneType = tab.paneName
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handleQuery()
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}
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/** 打开客户详情 */
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const { currentRoute, push } = useRouter()
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const openDetail = (id: number) => {
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@ -33,7 +33,12 @@
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<el-row>
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<el-col :span="12">
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<el-form-item label="客户名称" prop="customerId">
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<el-select v-model="formData.customerId" placeholder="请选择客户" class="w-1/1">
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<el-select
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:disabled="formData.customerDefault"
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v-model="formData.customerId"
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placeholder="请选择客户"
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class="w-1/1"
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>
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<el-option
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v-for="item in customerList"
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:key="item.id"
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@ -198,7 +203,9 @@ const formData = ref({
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master: false,
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post: undefined,
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parentId: undefined,
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remark: undefined
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remark: undefined,
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businessId: undefined,
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customerDefault: false
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})
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const formRules = reactive({
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name: [{ required: true, message: '姓名不能为空', trigger: 'blur' }],
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@ -212,7 +219,7 @@ const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
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const contactList = ref<ContactApi.ContactVO[]>([]) // 联系人列表
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/** 打开弹窗 */
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const open = async (type: string, id?: number) => {
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const open = async (type: string, id?: number, customerId?: number, businessId?: 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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@ -225,8 +232,19 @@ const open = async (type: string, id?: number) => {
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} finally {
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formLoading.value = false
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}
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} else {
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if (customerId) {
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formData.value.customerId = customerId
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formData.value.customerDefault = true // 默认客户的选择,不允许变
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}
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// 自动关联 businessId 商机编号
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if (businessId) {
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formData.value.businessId = businessId
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}
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}
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// 获得联系人列表
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contactList.value = await ContactApi.getSimpleContactList()
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// 获得客户列表
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customerList.value = await CustomerApi.getCustomerSimpleList()
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// 获得地区列表
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areaList.value = await AreaApi.getAreaTree()
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@ -284,7 +302,9 @@ const resetForm = () => {
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master: false,
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post: undefined,
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parentId: undefined,
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remark: undefined
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remark: undefined,
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businessId: undefined,
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customerDefault: false
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}
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formRef.value?.resetFields()
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}
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@ -25,7 +25,6 @@
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<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
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</template>
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</el-table-column>
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<!-- TODO 芋艿:【操作:设为首要联系人】 -->
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</el-table>
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<!-- 分页 -->
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<Pagination
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@ -49,6 +48,8 @@ defineOptions({ name: 'CrmContactList' })
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const props = defineProps<{
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bizType: number // 业务类型
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bizId: number // 业务编号
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customerId: number // 特殊:客户编号;在【商机】详情中,可以传递客户编号,默认新建的联系人关联到该客户
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businessId: number // 特殊:商机编号;在【商机】详情中,可以传递商机编号,默认新建的联系人关联到该商机
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}>()
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const loading = ref(true) // 列表的加载中
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@ -73,6 +74,10 @@ const getList = async () => {
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queryParams.customerId = props.bizId
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data = await ContactApi.getContactPageByCustomer(queryParams)
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break
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case BizTypeEnum.CRM_BUSINESS:
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queryParams.businessId = props.bizId
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data = await ContactApi.getContactPageByBusiness(queryParams)
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break
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default:
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return
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}
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@ -92,7 +97,7 @@ const handleQuery = () => {
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/** 添加操作 */
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const formRef = ref()
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const openForm = () => {
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formRef.value.open('create')
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formRef.value.open('create', undefined, props.customerId, props.businessId)
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}
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/** 打开联系人详情 */
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@ -32,6 +32,7 @@
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:biz-id="contact.id!"
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:biz-type="BizTypeEnum.CRM_CONTACT"
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:customer-id="contact.customerId"
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:contact-id="contact.id"
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/>
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</el-tab-pane>
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</el-tabs>
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