crm-客户:完善转移和按钮权限
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@ -75,6 +75,17 @@ export const getOperateLogPage = async (id: number) => {
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// ======================= 业务操作 =======================
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// ======================= 业务操作 =======================
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export interface TransferReqVO {
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id: number | undefined // 客户编号
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newOwnerUserId: number | undefined // 新负责人的用户编号
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oldOwnerPermissionLevel: number | undefined // 老负责人加入团队后的权限级别
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}
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// 客户转移
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export const transfer = async (data: TransferReqVO) => {
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return await request.put({ url: '/crm/customer/transfer', data })
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}
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// 锁定/解锁客户
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// 锁定/解锁客户
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export const lockCustomer = async (id: number, lockStatus: boolean) => {
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export const lockCustomer = async (id: number, lockStatus: boolean) => {
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return await request.put({ url: `/crm/customer/lock`, data: { id, lockStatus } })
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return await request.put({ url: `/crm/customer/lock`, data: { id, lockStatus } })
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@ -1,19 +1,38 @@
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<template>
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<template>
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<CustomerDetailsHeader :customer="customer" :loading="loading">
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<CustomerDetailsHeader :customer="customer" :loading="loading">
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<!-- TODO puhui999: 按钮数据权限收尾统一完善,需要按权限分级和客户状态来动态显示匹配的按钮 -->
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<el-button
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<el-button v-hasPermi="['crm:customer:update']" type="primary" @click="openForm">
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v-if="permissionListRef?.validateWrite"
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v-hasPermi="['crm:customer:update']"
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type="primary"
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@click="openForm"
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>
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编辑
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编辑
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</el-button>
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</el-button>
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<!-- TODO @puhui999:转移的操作接入 -->
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<el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transfer">
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<el-button type="primary" @click="transfer">转移</el-button>
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转移
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<!-- TODO @puhui999:修改成交状态的接入 -->
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</el-button>
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<el-button>更改成交状态</el-button>
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<el-button v-if="permissionListRef?.validateWrite">更改成交状态</el-button>
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<el-button v-if="customer.lockStatus" @click="handleUnlock">解锁</el-button>
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<el-button
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<el-button v-if="!customer.lockStatus" @click="handleLock">锁定</el-button>
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v-if="customer.lockStatus && permissionListRef?.validateOwnerUser"
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@click="handleUnlock"
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>
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解锁
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</el-button>
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<el-button
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v-if="!customer.lockStatus && permissionListRef?.validateOwnerUser"
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@click="handleLock"
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>
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锁定
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</el-button>
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<el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive">
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<el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive">
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领取客户
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领取客户
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</el-button>
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</el-button>
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<el-button v-if="customer.ownerUserId" @click="handlePutPool">客户放入公海</el-button>
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<el-button
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v-if="customer.ownerUserId && permissionListRef?.validateOwnerUser"
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@click="handlePutPool"
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>
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客户放入公海
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</el-button>
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</CustomerDetailsHeader>
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</CustomerDetailsHeader>
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<el-col>
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<el-col>
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<el-tabs>
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<el-tabs>
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@ -30,7 +49,12 @@
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<ContactList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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<ContactList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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</el-tab-pane>
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</el-tab-pane>
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<el-tab-pane label="团队成员">
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<el-tab-pane label="团队成员">
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<PermissionList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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<PermissionList
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ref="permissionListRef"
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:biz-id="customer.id!"
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:biz-type="BizTypeEnum.CRM_CUSTOMER"
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:show-action="!permissionListRef?.isPool || false"
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/>
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</el-tab-pane>
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</el-tab-pane>
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<el-tab-pane label="商机" lazy>
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<el-tab-pane label="商机" lazy>
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<BusinessList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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<BusinessList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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@ -48,6 +72,7 @@
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<!-- 表单弹窗:添加/修改 -->
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<!-- 表单弹窗:添加/修改 -->
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<CustomerForm ref="formRef" @success="getCustomer" />
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<CustomerForm ref="formRef" @success="getCustomer" />
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<CrmTransferForm ref="crmTransferFormRef" @success="close" />
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</template>
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</template>
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<script lang="ts" setup>
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<script lang="ts" setup>
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import { useTagsViewStore } from '@/store/modules/tagsView'
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import { useTagsViewStore } from '@/store/modules/tagsView'
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@ -61,6 +86,7 @@ import BusinessList from '@/views/crm/business/components/BusinessList.vue' //
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import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
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import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
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import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
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import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
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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 PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表(权限)
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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 FollowUpList from '@/views/crm/followup/index.vue'
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import { BizTypeEnum } from '@/api/crm/permission'
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import { BizTypeEnum } from '@/api/crm/permission'
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import type { OperateLogV2VO } from '@/api/system/operatelog'
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import type { OperateLogV2VO } from '@/api/system/operatelog'
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@ -73,6 +99,8 @@ const message = useMessage() // 消息弹窗
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const { delView } = useTagsViewStore() // 视图操作
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const { delView } = useTagsViewStore() // 视图操作
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const { currentRoute } = useRouter() // 路由
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const { currentRoute } = useRouter() // 路由
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const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
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/** 获取详情 */
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/** 获取详情 */
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const customer = ref<CustomerApi.CustomerVO>({} as CustomerApi.CustomerVO) // 客户详情
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const customer = ref<CustomerApi.CustomerVO>({} as CustomerApi.CustomerVO) // 客户详情
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const getCustomer = async () => {
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const getCustomer = async () => {
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@ -92,7 +120,10 @@ const openForm = () => {
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}
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}
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/** 客户转移 */
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/** 客户转移 */
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const transfer = () => {}
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const crmTransferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 客户转移表单 ref
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const transfer = () => {
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crmTransferFormRef.value?.open('客户转移', customerId.value, CustomerApi.transfer)
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}
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/** 锁定客户 */
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/** 锁定客户 */
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const handleLock = async () => {
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const handleLock = async () => {
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@ -1,103 +1,112 @@
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<template>
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<template>
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<!-- 操作栏 -->
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<!-- 操作栏 -->
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<el-row justify="end">
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<el-row v-if="showAction" justify="end">
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<el-button @click="openForm">
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<el-button v-if="validateOwnerUser" type="primary" @click="openForm">
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<Icon class="mr-5px" icon="fluent:people-team-add-20-filled" />
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<Icon class="mr-5px" icon="ep:plus" />
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添加团队成员
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新增
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</el-button>
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</el-button>
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<el-button @click="handleUpdate">
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<el-button v-if="validateOwnerUser" @click="handleUpdate">
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<Icon class="mr-5px" icon="ep:edit" />
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<Icon class="mr-5px" icon="ep:edit" />
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编辑
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编辑
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</el-button>
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</el-button>
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<el-button @click="handleDelete">
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<el-button v-if="validateOwnerUser" @click="handleDelete">
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<Icon class="mr-5px" icon="ep:delete" />
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<Icon class="mr-5px" icon="ep:delete" />
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移除
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移除
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</el-button>
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</el-button>
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<el-button type="danger" @click="handleQuit"> 退出团队</el-button>
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<el-button v-if="!validateOwnerUser && list.length > 0" type="danger" @click="handleQuit">
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退出团队
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</el-button>
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</el-row>
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</el-row>
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<!-- 团队成员展示 -->
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<!-- 列表 -->
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<el-table
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<ContentWrap class="mt-10px">
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ref="elTableRef"
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<el-table
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v-loading="loading"
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v-loading="loading"
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:data="list"
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:data="list"
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:show-overflow-tooltip="true"
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:show-overflow-tooltip="true"
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:stripe="true"
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:stripe="true"
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class="mt-20px"
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@selection-change="handleSelectionChange"
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@selection-change="handleSelectionChange"
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>
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>
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<!-- TODO @puhui999:负责人不允许选中 -->
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<el-table-column type="selection" width="55" />
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<el-table-column type="selection" width="55" />
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<el-table-column align="center" label="姓名" prop="nickname" />
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<el-table-column align="center" label="姓名" prop="nickname" />
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<el-table-column align="center" label="部门" prop="deptName" />
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<el-table-column align="center" label="部门" prop="deptName" />
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<el-table-column align="center" label="岗位" prop="postNames" />
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<el-table-column align="center" label="岗位" prop="postNames" />
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<el-table-column align="center" label="权限级别" prop="level">
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<el-table-column align="center" label="权限" prop="level">
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<template #default="{ row }">
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<template #default="{ row }">
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<dict-tag :type="DICT_TYPE.CRM_PERMISSION_LEVEL" :value="row.level" />
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<dict-tag :type="DICT_TYPE.CRM_PERMISSION_LEVEL" :value="row.level" />
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</template>
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</template>
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</el-table-column>
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</el-table-column>
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<el-table-column :formatter="dateFormatter" align="center" label="加入时间" prop="createTime" />
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<el-table-column
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</el-table>
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:formatter="dateFormatter"
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align="center"
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label="加入时间"
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prop="createTime"
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/>
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</el-table>
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</ContentWrap>
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<!-- 表单弹窗:添加/修改 -->
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<!-- 表单弹窗:添加/修改 -->
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<CrmPermissionForm ref="formRef" @success="getList" />
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<CrmPermissionForm ref="formRef" @success="getList" />
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</template>
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</template>
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<script lang="ts" setup>
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<script lang="ts" setup>
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import { dateFormatter } from '@/utils/formatTime'
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import { dateFormatter } from '@/utils/formatTime'
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import { DICT_TYPE } from '@/utils/dict'
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import { ElTable } from 'element-plus'
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import * as PermissionApi from '@/api/crm/permission'
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import * as PermissionApi from '@/api/crm/permission'
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import { PermissionLevelEnum } from '@/api/crm/permission'
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import { useUserStoreWithOut } from '@/store/modules/user'
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import { useUserStoreWithOut } from '@/store/modules/user'
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import CrmPermissionForm from './PermissionForm.vue'
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import CrmPermissionForm from './PermissionForm.vue'
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import { DICT_TYPE } from '@/utils/dict'
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defineOptions({ name: 'CrmPermissionList' })
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defineOptions({ name: 'CrmPermissionList' })
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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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}>()
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const message = useMessage() // 消息
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const message = useMessage() // 消息
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const props = defineProps<{
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bizType: number // 模块类型
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bizId: number | undefined // 模块数据编号
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showAction: boolean //是否展示操作按钮
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}>()
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const loading = ref(true) // 列表的加载中
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const loading = ref(true) // 列表的加载中
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const list = ref<PermissionApi.PermissionVO[]>([]) // 列表的数据
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const list = ref<PermissionApi.PermissionVO[]>([]) // 列表的数据
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const formData = ref({
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ownerUserId: 0
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})
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const userStore = useUserStoreWithOut() // 用户信息缓存
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/** 查询列表 */
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/** 查询列表 */
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const getList = async () => {
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const getList = async () => {
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loading.value = true
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loading.value = true
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try {
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try {
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list.value = await PermissionApi.getPermissionList({
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const data = await PermissionApi.getPermissionList({
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bizType: props.bizType,
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bizType: props.bizType,
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bizId: props.bizId
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bizId: props.bizId
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})
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})
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list.value = data
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const permission = list.value.find(
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(item) =>
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item.userId === userStore.getUser.id &&
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item.level === PermissionApi.PermissionLevelEnum.OWNER
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)
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if (permission) {
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formData.value.ownerUserId = userStore.getUser.id
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}
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} finally {
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} finally {
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loading.value = false
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loading.value = false
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}
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}
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}
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}
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/** 选中团队成员 */
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const multipleSelection = ref<PermissionApi.PermissionVO[]>([]) // 选择的团队成员
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const multipleSelection = ref<PermissionApi.PermissionVO[]>([]) // 选择的团队成员
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const elTableRef = ref<InstanceType<typeof ElTable>>()
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const handleSelectionChange = (val: PermissionApi.PermissionVO[]) => {
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const handleSelectionChange = (val: PermissionApi.PermissionVO[]) => {
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if (val.findIndex((item) => item.level === PermissionApi.PermissionLevelEnum.OWNER) !== -1) {
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message.warning('不能选择负责人!')
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elTableRef.value?.clearSelection()
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return
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}
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multipleSelection.value = val
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multipleSelection.value = val
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}
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}
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/** 添加团队成员 */
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const formRef = ref<InstanceType<typeof CrmPermissionForm>>() // 权限表单 Ref
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const openForm = () => {
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formRef.value?.open('create', props.bizType, props.bizId)
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}
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/** 编辑团队成员 */
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/** 编辑团队成员 */
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const formRef = ref<InstanceType<typeof CrmPermissionForm>>() // 权限表单 Ref
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const handleUpdate = () => {
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const handleUpdate = () => {
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if (multipleSelection.value?.length === 0) {
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if (multipleSelection.value?.length === 0) {
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message.warning('请先选择团队成员后操作!')
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message.warning('请先选择团队成员后操作!')
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return
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return
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}
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}
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const ids = multipleSelection.value?.map((item) => item.id) as number[]
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const ids = multipleSelection.value?.map((item) => item.id) as unknown as number[]
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formRef.value?.open('update', props.bizType, props.bizId, ids)
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formRef.value?.open('update', props.bizType, props.bizId!, ids)
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}
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}
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/** 移除团队成员 */
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/** 移除团队成员 */
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@ -106,36 +115,75 @@ const handleDelete = async () => {
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message.warning('请先选择团队成员后操作!')
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message.warning('请先选择团队成员后操作!')
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return
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return
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}
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}
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await message.delConfirm('是否删除选择的团队成员?')
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await message.delConfirm()
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const ids = multipleSelection.value?.map((item) => item.id)
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const ids = multipleSelection.value?.map((item) => item.id)
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await PermissionApi.deletePermissionBatch({
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await PermissionApi.deletePermissionBatch({
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bizType: props.bizType,
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bizType: props.bizType,
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bizId: props.bizId,
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bizId: props.bizId,
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ids
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ids
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})
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})
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message.success('删除成功')
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}
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}
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/** 添加团队成员 */
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const openForm = () => {
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formRef.value?.open('create', props.bizType, props.bizId!)
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}
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// 校验负责人权限和编辑权限
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const validateOwnerUser = ref(false)
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const validateWrite = ref(false)
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const isPool = ref(false)
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watch(
|
||||||
|
list,
|
||||||
|
(newArr) => {
|
||||||
|
isPool.value = false
|
||||||
|
if (newArr?.length > 0) {
|
||||||
|
isPool.value = !list.value.some(
|
||||||
|
(item) => item.level === PermissionApi.PermissionLevelEnum.OWNER
|
||||||
|
)
|
||||||
|
validateOwnerUser.value = false
|
||||||
|
validateWrite.value = false
|
||||||
|
const userId = userStore.getUser?.id
|
||||||
|
list.value
|
||||||
|
.filter((item) => item.userId === userId)
|
||||||
|
.forEach((item) => {
|
||||||
|
if (item.level === PermissionApi.PermissionLevelEnum.OWNER) {
|
||||||
|
validateOwnerUser.value = true
|
||||||
|
validateWrite.value = true
|
||||||
|
} else if (item.level === PermissionApi.PermissionLevelEnum.WRITE) {
|
||||||
|
validateWrite.value = true
|
||||||
|
}
|
||||||
|
})
|
||||||
|
} else {
|
||||||
|
isPool.value = true
|
||||||
|
}
|
||||||
|
},
|
||||||
|
{
|
||||||
|
immediate: true
|
||||||
|
}
|
||||||
|
)
|
||||||
|
|
||||||
|
defineExpose({ openForm, validateOwnerUser, validateWrite, isPool })
|
||||||
/** 退出团队 */
|
/** 退出团队 */
|
||||||
const userStore = useUserStoreWithOut() // 用户信息缓存
|
|
||||||
const handleQuit = async () => {
|
const handleQuit = async () => {
|
||||||
const permission = list.value.find(
|
const permission = list.value.find(
|
||||||
(item) => item.userId === userStore.getUser.id && item.level === PermissionLevelEnum.OWNER
|
(item) =>
|
||||||
|
item.userId === userStore.getUser.id && item.level === PermissionApi.PermissionLevelEnum.OWNER
|
||||||
)
|
)
|
||||||
if (permission) {
|
if (permission) {
|
||||||
message.warning('负责人不能退出团队!')
|
message.warning('负责人不能退出团队!')
|
||||||
return
|
return
|
||||||
}
|
}
|
||||||
await message.confirm('确认退出团队吗?')
|
|
||||||
const userPermission = list.value.find((item) => item.userId === userStore.getUser.id)
|
const userPermission = list.value.find((item) => item.userId === userStore.getUser.id)
|
||||||
await PermissionApi.deleteSelfPermission(userPermission?.id)
|
if (userPermission) {
|
||||||
|
await PermissionApi.deleteSelfPermission(userPermission.id!)
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
/** 监听打开的 bizId + bizType,从而加载最新的列表 */
|
|
||||||
watch(
|
watch(
|
||||||
() => [props.bizId, props.bizType],
|
() => props.bizId,
|
||||||
(val) => {
|
(bizId) => {
|
||||||
if (!val[0]) {
|
if (!bizId) {
|
||||||
return
|
return
|
||||||
}
|
}
|
||||||
getList()
|
getList()
|
||||||
|
121
src/views/crm/permission/components/TransferForm.vue
Normal file
121
src/views/crm/permission/components/TransferForm.vue
Normal file
@ -0,0 +1,121 @@
|
|||||||
|
<template>
|
||||||
|
<Dialog v-model="dialogVisible" :title="dialogTitle" width="30%">
|
||||||
|
<el-form
|
||||||
|
ref="formRef"
|
||||||
|
v-loading="formLoading"
|
||||||
|
:model="formData"
|
||||||
|
:rules="formRules"
|
||||||
|
label-width="150px"
|
||||||
|
>
|
||||||
|
<el-form-item label="选择新负责人" prop="newOwnerUserId">
|
||||||
|
<el-select v-model="formData.newOwnerUserId">
|
||||||
|
<el-option
|
||||||
|
v-for="item in userOptions"
|
||||||
|
:key="item.id"
|
||||||
|
:label="item.nickname"
|
||||||
|
:value="item.id"
|
||||||
|
/>
|
||||||
|
</el-select>
|
||||||
|
</el-form-item>
|
||||||
|
<el-form-item label="老负责人">
|
||||||
|
<el-radio-group
|
||||||
|
v-model="oldOwnerHandler"
|
||||||
|
@change="formData.oldOwnerPermissionLevel = undefined"
|
||||||
|
>
|
||||||
|
<el-radio :label="false" size="large">移除</el-radio>
|
||||||
|
<el-radio :label="true" size="large">加入团队</el-radio>
|
||||||
|
</el-radio-group>
|
||||||
|
</el-form-item>
|
||||||
|
<el-form-item v-if="oldOwnerHandler" label="老负责人权限级别" prop="oldOwnerPermissionLevel">
|
||||||
|
<el-radio-group v-model="formData.oldOwnerPermissionLevel">
|
||||||
|
<template
|
||||||
|
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PERMISSION_LEVEL)"
|
||||||
|
:key="dict.value"
|
||||||
|
>
|
||||||
|
<el-radio v-if="dict.value != PermissionLevelEnum.OWNER" :label="dict.value">
|
||||||
|
{{ dict.label }}
|
||||||
|
</el-radio>
|
||||||
|
</template>
|
||||||
|
</el-radio-group>
|
||||||
|
</el-form-item>
|
||||||
|
</el-form>
|
||||||
|
<template #footer>
|
||||||
|
<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
|
||||||
|
<el-button @click="dialogVisible = false">取 消</el-button>
|
||||||
|
</template>
|
||||||
|
</Dialog>
|
||||||
|
</template>
|
||||||
|
<script lang="ts" setup>
|
||||||
|
import * as UserApi from '@/api/system/user'
|
||||||
|
import type { TransferReqVO } from '@/api/crm/customer'
|
||||||
|
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
|
||||||
|
import { PermissionLevelEnum } from '@/api/crm/permission'
|
||||||
|
|
||||||
|
defineOptions({ name: 'CrmTransferForm' })
|
||||||
|
|
||||||
|
const message = useMessage() // 消息弹窗
|
||||||
|
const dialogVisible = ref(false) // 弹窗的是否展示
|
||||||
|
const dialogTitle = ref('') // 弹窗的标题
|
||||||
|
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
|
||||||
|
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
|
||||||
|
const oldOwnerHandler = ref(false) // 老负责人的处理方式
|
||||||
|
const formData = ref<TransferReqVO>({
|
||||||
|
id: undefined, // 客户编号
|
||||||
|
newOwnerUserId: undefined, // 新负责人的用户编号
|
||||||
|
oldOwnerPermissionLevel: undefined // 老负责人加入团队后的权限级别
|
||||||
|
})
|
||||||
|
const formRules = reactive({
|
||||||
|
newOwnerUserId: [{ required: true, message: '新负责人不能为空', trigger: 'blur' }],
|
||||||
|
oldOwnerPermissionLevel: [
|
||||||
|
{ required: true, message: '老负责人加入团队后的权限级别不能为空', trigger: 'blur' }
|
||||||
|
]
|
||||||
|
})
|
||||||
|
const formRef = ref() // 表单 Ref
|
||||||
|
const transferFuncRef = ref<Function>(() => {}) // 转移所需回调
|
||||||
|
|
||||||
|
/** 打开弹窗 */
|
||||||
|
const open = async (title: string, bizId: number, transferFunc: Function) => {
|
||||||
|
dialogVisible.value = true
|
||||||
|
dialogTitle.value = title
|
||||||
|
transferFuncRef.value = transferFunc
|
||||||
|
resetForm()
|
||||||
|
formData.value.id = bizId
|
||||||
|
}
|
||||||
|
defineExpose({ open }) // 提供 open 方法,用于打开弹窗
|
||||||
|
|
||||||
|
/** 提交表单 */
|
||||||
|
const emit = defineEmits(['success']) // 定义 success 事件,用于操作成功后的回调
|
||||||
|
const submitForm = async () => {
|
||||||
|
// 校验表单
|
||||||
|
if (!formRef) return
|
||||||
|
const valid = await formRef.value.validate()
|
||||||
|
if (!valid) return
|
||||||
|
// 提交请求
|
||||||
|
formLoading.value = true
|
||||||
|
try {
|
||||||
|
const data = formData.value
|
||||||
|
await transferFuncRef.value(unref(data))
|
||||||
|
message.success(dialogTitle.value + '成功')
|
||||||
|
dialogVisible.value = false
|
||||||
|
// 发送操作成功的事件
|
||||||
|
emit('success')
|
||||||
|
} finally {
|
||||||
|
formLoading.value = false
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** 重置表单 */
|
||||||
|
const resetForm = () => {
|
||||||
|
formRef.value?.resetFields()
|
||||||
|
formData.value = {
|
||||||
|
id: undefined, // 客户编号
|
||||||
|
newOwnerUserId: undefined, // 新负责人的用户编号
|
||||||
|
oldOwnerPermissionLevel: undefined // 老负责人加入团队后的权限级别
|
||||||
|
}
|
||||||
|
}
|
||||||
|
onMounted(async () => {
|
||||||
|
// 获得用户列表
|
||||||
|
// TODO 芋艿:用户列表的选择组件
|
||||||
|
userOptions.value = await UserApi.getSimpleUserList()
|
||||||
|
})
|
||||||
|
</script>
|
Loading…
Reference in New Issue
Block a user