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✨ CRM：完善合同的跟进记录实现

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This commit is contained in:
YunaiV 2024-02-23 09:31:48 +08:00
parent 3bfdb2df33
commit 9acd01e768
5 changed files with 93 additions and 99 deletions
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2
src/views/crm/business/detail/BusinessProductList.vue
View File

@ -26,7 +26,7 @@
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
label="合同价格（元）"
label="商机价格（元）"
align="center"
prop="businessPrice"
min-width="140"

9
src/views/crm/contract/detail/ContractDetailsHeader.vue
View File

@ -21,14 +21,13 @@
{{ contract.customerName }}
</el-descriptions-item>
<el-descriptions-item label="合同金额（元）">
{{ floatToFixed2(contract.price) }}
{{ erpPriceInputFormatter(contract.totalPrice) }}
</el-descriptions-item>
<el-descriptions-item label="下单时间">
{{ contract.orderDate ? formatDate(contract.orderDate) : '空' }}
</el-descriptions-item>
<el-descriptions-item label="回款金额（元）">
{{ floatToFixed2(contract.price) }}
</el-descriptions-item>
<!-- TODO 芋艿：回款金额 -->
<el-descriptions-item label="回款金额（元）"> 待实现 </el-descriptions-item>
<el-descriptions-item label="负责人">
{{ contract.ownerUserName }}
</el-descriptions-item>
@ -38,7 +37,7 @@
<script lang="ts" setup>
import * as ContractApi from '@/api/crm/contract'
import { formatDate } from '@/utils/formatTime'
import { floatToFixed2 } from '@/utils'
import { erpPriceInputFormatter, floatToFixed2 } from '@/utils'
defineOptions({ name: 'ContractDetailsHeader' })
defineProps<{ contract: ContractApi.ContractVO }>()

47
src/views/crm/contract/detail/ContractDetailsInfo.vue
View File

@ -6,33 +6,25 @@
<template #title>
<span class="text-base font-bold">基本信息</span>
</template>
<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 :column="4">
<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 }}
{{ erpPriceInputFormatter(contract.totalPrice) }}
</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">
<el-descriptions-item label="合同开始时间">
{{ formatDate(contract.startTime) }}
</el-descriptions-item>
<el-descriptions-item label="结束时间">
<el-descriptions-item label="合同结束时间">
{{ formatDate(contract.endTime) }}
</el-descriptions-item>
<el-descriptions-item label="客户签约人">
{{ contract.contactName }}
{{ contract.signContactName }}
</el-descriptions-item>
<el-descriptions-item label="公司签约人">
{{ contract.signUserName }}
@ -41,7 +33,7 @@
{{ contract.remark }}
</el-descriptions-item>
<el-descriptions-item label="合同状态">
{{ contract.auditStatus }}
<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="contract.auditStatus" />
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
@ -49,18 +41,19 @@
<template #title>
<span class="text-base font-bold">系统信息</span>
</template>
<el-descriptions :column="2">
<el-descriptions-item label="负责人">
{{ contract.ownerUserName }}
</el-descriptions-item>
<el-descriptions-item label="创建人">
{{ contract.creatorName }}
<el-descriptions :column="4">
<el-descriptions-item label="负责人">{{ contract.ownerUserName }}</el-descriptions-item>
<el-descriptions-item label="最后跟进时间">
{{ formatDate(contract.contactLastTime) }}
</el-descriptions-item>
<el-descriptions-item label="">&nbsp;</el-descriptions-item>
<el-descriptions-item label="">&nbsp;</el-descriptions-item>
<el-descriptions-item label="创建人">{{ contract.creatorName }}</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ contract.createTime ? formatDate(contract.createTime) : '空' }}
{{ formatDate(contract.createTime) }}
</el-descriptions-item>
<el-descriptions-item label="更新时间">
{{ contract.updateTime ? formatDate(contract.updateTime) : '空' }}
{{ formatDate(contract.updateTime) }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
@ -70,6 +63,8 @@
<script lang="ts" setup>
import * as ContractApi from '@/api/crm/contract'
import { formatDate } from '@/utils/formatTime'
import { DICT_TYPE } from '@/utils/dict'
import { erpPriceInputFormatter } from '@/utils'
defineOptions({ name: 'ContractDetailsInfo' })
defineProps<{

123
src/views/crm/contract/detail/ContractProductList.vue
View File

@ -1,67 +1,66 @@
<!-- 合同详情：产品列表 -->
<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>
<ContentWrap>
<el-table :data="contract.products" :stripe="true" :show-overflow-tooltip="true">
<el-table-column
align="center"
label="产品名称"
fixed="left"
prop="productName"
min-width="160"
>
<template #default="scope">
{{ scope.row.productName }}
</template>
</el-table-column>
<el-table-column label="产品条码" align="center" prop="productNo" min-width="120" />
<el-table-column align="center" label="产品单位" prop="productUnit" min-width="160">
<template #default="{ row }">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="row.productUnit" />
</template>
</el-table-column>
<el-table-column
label="产品价格（元）"
align="center"
prop="productPrice"
min-width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
label="合同价格（元）"
align="center"
prop="contractPrice"
min-width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
align="center"
label="数量"
prop="count"
min-width="100px"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
label="合计金额（元）"
align="center"
prop="totalPrice"
min-width="140"
:formatter="erpPriceTableColumnFormatter"
/>
</el-table>
<el-row class="mt-10px" justify="end">
<el-col :span="3"> 整单折扣：{{ erpPriceInputFormatter(contract.discountPercent) }}% </el-col>
<el-col :span="4">
产品总金额：{{ erpPriceInputFormatter(contract.totalProductPrice) }} 元
</el-col>
</el-row>
</ContentWrap>
</template>
<script lang="ts" setup>
<script setup lang="ts">
import * as ContractApi from '@/api/crm/contract'
import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
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[]>([]) // 产品列表
/** 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)
})
/** 编辑时合同产品回显 */
const isSetListValue = ref(false) // 判断是否已经给 list 赋值过，用于编辑表单产品回显
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 }
)
const { contract } = defineProps<{
contract: ContractApi.ContractVO
}>()
</script>

11
src/views/crm/contract/detail/index.vue
View File

@ -10,22 +10,22 @@
</ContractDetailsHeader>
<el-col>
<el-tabs>
<!-- TODO @puhui999：跟进记录 -->
<el-tab-pane label="跟进记录">
<FollowUpList :biz-id="contract.id" :biz-type="BizTypeEnum.CRM_CONTRACT" />
</el-tab-pane>
<el-tab-pane label="基本信息">
<ContractDetailsInfo :contract="contract" />
</el-tab-pane>
<!-- TODO @puhui999：products 更合适哈 -->
<el-tab-pane label="产品">
<ContractProductList v-model="contract.productItems" />
<ContractProductList :contract="contract" />
</el-tab-pane>
<!-- TODO @puhui999：回款信息 -->
<!-- TODO @puhui999：这里是不是不用 isPool 哈 -->
<el-tab-pane label="团队成员">
<PermissionList
ref="permissionListRef"
:biz-id="contract.id!"
:biz-type="BizTypeEnum.CRM_CONTRACT"
:show-action="!permissionListRef?.isPool || false"
:show-action="false"
@quit-team="close"
/>
</el-tab-pane>
@ -51,6 +51,7 @@ import { getOperateLogPage } from '@/api/crm/operateLog'
import ContractForm from '@/views/crm/contract/ContractForm.vue'
import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
import PermissionList from '@/views/crm/permission/components/PermissionList.vue'
import FollowUpList from '@/views/crm/followup/index.vue'
defineOptions({ name: 'CrmContractDetail' })