CRM:完善商机的列表

This commit is contained in:
YunaiV 2024-02-21 18:44:54 +08:00
parent 08bb022cb5
commit a2443e48f7
7 changed files with 436 additions and 204 deletions

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@ -23,6 +23,11 @@ export const getProductPage = async (params) => {
return await request.get({ url: `/crm/product/page`, params })
}
// 获得产品精简列表
export const getProductSimpleList = async () => {
return await request.get({ url: `/crm/product/simple-list` })
}
// 查询产品详情
export const getProduct = async (id: number) => {
return await request.get({ url: `/crm/product/get?id=` + id })

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@ -1,113 +1,127 @@
<template>
<Dialog :title="dialogTitle" v-model="dialogVisible">
<Dialog :title="dialogTitle" v-model="dialogVisible" width="1280">
<el-form
ref="formRef"
:model="formData"
:rules="formRules"
label-width="100px"
label-width="120px"
v-loading="formLoading"
>
<el-form-item label="商机名称" prop="name">
<el-input v-model="formData.name" placeholder="请输入商机名称" />
</el-form-item>
<!-- TODO 芋艿客户列表的组件 -->
<el-form-item label="客户名称" prop="customerName">
<el-popover
placement="bottom"
:width="600"
trigger="click"
:teleported="false"
:visible="showCustomer"
:offset="10"
>
<template #reference>
<el-input
placeholder="请选择客户"
@click="openCustomerSelect"
v-model="formData.customerName"
/>
</template>
<el-table :data="customerList" ref="multipleTableRef" @select="handleSelectionChange">
<el-table-column width="55" label="选择" type="selection" />
<el-table-column width="100" label="编号" property="id" />
<el-table-column width="150" label="客户名称" property="name" />
<el-table-column width="100" label="客户来源" prop="source" align="center">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="scope.row.source" />
</template>
</el-table-column>
<el-table-column label="客户级别" align="center" prop="level" width="120">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="scope.row.level" />
</template>
</el-table-column>
</el-table>
<!-- 分页 -->
<el-row :gutter="20">
<el-col>
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getCustomerList"
layout="sizes, prev, pager, next"
<el-row>
<el-col :span="8">
<el-form-item label="商机名称" prop="name">
<el-input v-model="formData.name" placeholder="请输入商机名称" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="负责人" prop="ownerUserId">
<el-select
v-model="formData.ownerUserId"
:disabled="formType !== 'create'"
class="w-1/1"
>
<el-option
v-for="item in userOptions"
:key="item.id"
:label="item.nickname"
:value="item.id"
/>
</el-col>
</el-row>
<el-row :gutter="20">
<el-col :span="10" :offset="13">
<el-button @click="selectCustomer">确认</el-button>
<el-button @click="showCustomer = false">取消</el-button>
</el-col>
</el-row>
</el-popover>
</el-form-item>
<!-- TODO @ljlleoidea 红色的报错可以解决下 -->
<el-form-item label="商机状态类型" prop="statusTypeId">
<el-select
v-model="formData.statusTypeId"
placeholder="请选择商机状态类型"
clearable
@change="changeBusinessStatusType"
>
<el-option
v-for="item in businessStatusTypeList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
<el-form-item label="商机状态" prop="statusId">
<el-select v-model="formData.statusId" placeholder="请选择商机状态" clearable>
<el-option
v-for="item in businessStatusList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
<el-form-item label="预计成交日期" prop="dealTime">
<el-date-picker
v-model="formData.dealTime"
type="date"
value-format="x"
placeholder="选择预计成交日期"
/>
</el-form-item>
<el-form-item label="商机金额" prop="price">
<el-input v-model="formData.price" placeholder="请输入商机金额" />
</el-form-item>
<el-form-item label="整单折扣" prop="discountPercent">
<el-input v-model="formData.discountPercent" placeholder="请输入整单折扣" />
</el-form-item>
<el-form-item label="产品总金额" prop="productPrice">
<el-input v-model="formData.productPrice" placeholder="请输入产品总金额" />
</el-form-item>
<el-form-item label="备注" prop="remark">
<el-input v-model="formData.remark" placeholder="请输入备注" />
</el-form-item>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="客户名称" prop="customerId">
<el-select v-model="formData.customerId" placeholder="请选择客户" class="w-1/1">
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="商机状态组" prop="statusTypeId">
<el-select
v-model="formData.statusTypeId"
placeholder="请选择商机状态组"
clearable
class="w-1/1"
>
<el-option
v-for="item in statusTypeList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="预计成交日期" prop="dealTime">
<el-date-picker
v-model="formData.dealTime"
type="date"
value-format="x"
placeholder="选择预计成交日期"
class="!w-1/1"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="备注" prop="remark">
<el-input type="textarea" v-model="formData.remark" placeholder="请输入备注" />
</el-form-item>
</el-col>
</el-row>
<!-- 子表的表单 -->
<ContentWrap>
<el-tabs v-model="subTabsName" class="-mt-15px -mb-10px">
<el-tab-pane label="产品清单" name="product">
<BusinessProductForm
ref="productFormRef"
:products="formData.products"
:disabled="disabled"
/>
</el-tab-pane>
</el-tabs>
</ContentWrap>
<el-row>
<el-col :span="8">
<el-form-item label="产品总金额" prop="totalProductPrice">
<el-input
disabled
v-model="formData.totalProductPrice"
:formatter="erpPriceInputFormatter"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="整单折扣(%" prop="discountPercent">
<el-input-number
v-model="formData.discountPercent"
placeholder="请输入整单折扣"
controls-position="right"
:min="0"
:precision="2"
class="!w-1/1"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="折扣后金额" prop="price">
<el-input
disabled
v-model="formData.totalPrice"
placeholder="请输入商机金额"
:formatter="erpPriceInputFormatter"
/>
</el-form-item>
</el-col>
</el-row>
</el-form>
<template #footer>
<el-button @click="submitForm" type="primary" :disabled="formLoading"> </el-button>
@ -119,8 +133,10 @@
import * as BusinessApi from '@/api/crm/business'
import * as BusinessStatusTypeApi from '@/api/crm/businessStatusType'
import * as CustomerApi from '@/api/crm/customer'
import { DICT_TYPE } from '@/utils/dict'
import { ElTable } from 'element-plus'
import * as UserApi from '@/api/system/user'
import { useUserStore } from '@/store/modules/user'
import BusinessProductForm from './components/BusinessProductForm.vue'
import { erpPriceInputFormatter, erpPriceMultiply } from '@/utils'
const { t } = useI18n() //
const message = useMessage() //
@ -132,33 +148,53 @@ const formType = ref('') // 表单的类型create - 新增update - 修改
const formData = ref({
id: undefined,
name: undefined,
statusTypeId: undefined,
statusId: undefined,
contactNextTime: undefined,
customerId: undefined,
dealTime: undefined,
price: undefined,
discountPercent: undefined,
productPrice: undefined,
remark: undefined,
contactNextTime: undefined,
ownerUserId: undefined,
roUserIds: undefined,
rwUserIds: undefined,
endStatus: undefined,
endRemark: undefined,
contactLastTime: undefined,
followUpStatus: undefined
statusTypeId: undefined,
dealTime: undefined,
discountPercent: 0,
totalProductPrice: undefined,
totalPrice: undefined,
remark: undefined,
products: []
})
const formRules = reactive({
name: [{ required: true, message: '商机名称不能为空', trigger: 'blur' }]
name: [{ required: true, message: '商机名称不能为空', trigger: 'blur' }],
customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }],
statusTypeId: [{ required: true, message: '商机状态组不能为空', trigger: 'blur' }]
})
const formRef = ref() // Ref
const businessStatusList = ref([]) //
const businessStatusTypeList = ref([]) //
const loading = ref(true) //
const total = ref(0) //
const userOptions = ref<UserApi.UserVO[]>([]) //
const statusTypeList = ref([]) //
// TODO
const customerList = ref([]) //
/** 子表的表单 */
const subTabsName = ref('product')
const productFormRef = ref()
/** 计算 discountPrice、totalPrice 价格 */
watch(
() => formData.value,
(val) => {
if (!val) {
return
}
const totalProductPrice = val.products.reduce((prev, curr) => prev + curr.totalPrice, 0)
const discountPrice =
val.discountPercent != null
? erpPriceMultiply(totalProductPrice, val.discountPercent / 100.0)
: 0
const totalPrice = totalProductPrice - discountPrice
//
formData.value.totalProductPrice = totalProductPrice
formData.value.totalPrice = totalPrice
},
{ deep: true }
)
/** 打开弹窗 */
const open = async (type: string, id?: number) => {
dialogVisible.value = true
@ -174,8 +210,15 @@ const open = async (type: string, id?: number) => {
formLoading.value = false
}
}
customerList.value = await CustomerApi.getCustomerSimpleList()
//
businessStatusTypeList.value = await BusinessStatusTypeApi.getBusinessStatusTypeList()
statusTypeList.value = await BusinessStatusTypeApi.getBusinessStatusTypeList()
//
userOptions.value = await UserApi.getSimpleUserList()
//
if (formType.value === 'create') {
formData.value.ownerUserId = useUserStore().getUser.id
}
}
defineExpose({ open }) // open
@ -186,6 +229,7 @@ const submitForm = async () => {
if (!formRef) return
const valid = await formRef.value.validate()
if (!valid) return
await productFormRef.value.validate()
//
formLoading.value = true
try {
@ -210,71 +254,17 @@ const resetForm = () => {
formData.value = {
id: undefined,
name: undefined,
statusTypeId: undefined,
statusId: undefined,
contactNextTime: undefined,
customerId: undefined,
dealTime: undefined,
price: undefined,
discountPercent: undefined,
productPrice: undefined,
remark: undefined,
contactNextTime: undefined,
ownerUserId: undefined,
roUserIds: undefined,
rwUserIds: undefined,
endStatus: undefined,
endRemark: undefined,
contactLastTime: undefined,
followUpStatus: undefined
statusTypeId: undefined,
dealTime: undefined,
discountPercent: 0,
totalProductPrice: undefined,
totalPrice: undefined,
remark: undefined,
products: []
}
formRef.value?.resetFields()
}
/** 加载商机状态列表 */
const changeBusinessStatusType = async (typeId: number) => {
businessStatusList.value = await BusinessStatusTypeApi.getBusinessStatusListByTypeId(typeId)
}
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
name: null,
mobile: null,
industryId: null,
level: null,
source: null,
pool: false
})
//
const showCustomer = ref(false)
const openCustomerSelect = () => {
showCustomer.value = !showCustomer.value
queryParams.pageNo = 1
getCustomerList()
}
/** 查询客户列表 */
const getCustomerList = async () => {
loading.value = true
try {
const data = await CustomerApi.getCustomerPage(queryParams)
customerList.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
const multipleTableRef = ref<InstanceType<typeof ElTable>>()
const multipleSelection = ref()
const handleSelectionChange = ({}, row) => {
multipleSelection.value = row
multipleTableRef.value!.clearSelection()
multipleTableRef.value!.toggleRowSelection(row, undefined)
}
const selectCustomer = () => {
formData.value.customerId = multipleSelection.value.id
formData.value.customerName = multipleSelection.value.name
showCustomer.value = !showCustomer.value
}
</script>

View File

@ -0,0 +1,183 @@
<template>
<el-form
ref="formRef"
:model="formData"
:rules="formRules"
v-loading="formLoading"
label-width="0px"
:inline-message="true"
:disabled="disabled"
>
<el-table :data="formData" class="-mt-10px">
<el-table-column label="序号" type="index" align="center" width="60" />
<el-table-column label="产品名称" min-width="180">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.productId`" :rules="formRules.productId" class="mb-0px!">
<el-select
v-model="row.productId"
clearable
filterable
@change="onChangeProduct($event, row)"
placeholder="请选择产品"
>
<el-option
v-for="item in productList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="条码" min-width="150">
<template #default="{ row }">
<el-form-item class="mb-0px!">
<el-input disabled v-model="row.productNo" />
</el-form-item>
</template>
</el-table-column>
<el-table-column label="单位" min-width="80">
<template #default="{ row }">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="row.productUnit" />
</template>
</el-table-column>
<el-table-column label="价格(元)" min-width="120">
<template #default="{ row }">
<el-form-item class="mb-0px!">
<el-input disabled v-model="row.productPrice" :formatter="erpPriceInputFormatter" />
</el-form-item>
</template>
</el-table-column>
<el-table-column label="售价(元)" fixed="right" min-width="140">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.businessPrice`" class="mb-0px!">
<el-input-number
v-model="row.businessPrice"
controls-position="right"
:min="0.001"
:precision="2"
class="!w-100%"
/>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="数量" prop="count" fixed="right" min-width="120">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.count`" :rules="formRules.count" class="mb-0px!">
<el-input-number
v-model="row.count"
controls-position="right"
:min="0.001"
:precision="3"
class="!w-100%"
/>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="合计" prop="totalPrice" fixed="right" min-width="140">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.totalPrice`" class="mb-0px!">
<el-input disabled v-model="row.totalPrice" :formatter="erpPriceInputFormatter" />
</el-form-item>
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="60">
<template #default="{ $index }">
<el-button @click="handleDelete($index)" link></el-button>
</template>
</el-table-column>
</el-table>
</el-form>
<el-row justify="center" class="mt-3" v-if="!disabled">
<el-button @click="handleAdd" round>+ 添加产品</el-button>
</el-row>
</template>
<script setup lang="ts">
import * as ProductApi from '@/api/crm/product'
import { erpCountInputFormatter, erpPriceInputFormatter, erpPriceMultiply } from '@/utils'
import { DICT_TYPE } from '@/utils/dict'
const props = defineProps<{
products: undefined
disabled: false
}>()
const formLoading = ref(false) //
const formData = ref([])
const formRules = reactive({
productId: [{ required: true, message: '产品不能为空', trigger: 'blur' }],
businessPrice: [{ required: true, message: '合同价格不能为空', trigger: 'blur' }],
count: [{ required: true, message: '产品数量不能为空', trigger: 'blur' }]
})
const formRef = ref([]) // Ref
const productList = ref<ProductApi.ProductVO[]>([]) //
/** 初始化设置产品项 */
watch(
() => props.products,
async (val) => {
formData.value = val
},
{ immediate: true }
)
/** 监听合同产品变化,计算合同产品总价 */
watch(
() => formData.value,
(val) => {
if (!val || val.length === 0) {
return
}
//
val.forEach((item) => {
if (item.businessPrice != null && item.count != null) {
item.totalPrice = erpPriceMultiply(item.businessPrice, item.count)
} else {
item.totalPrice = undefined
}
})
},
{ deep: true }
)
/** 新增按钮操作 */
const handleAdd = () => {
const row = {
id: undefined,
productId: undefined,
productUnit: undefined, //
productNo: undefined, //
productPrice: undefined, //
businessPrice: undefined,
count: 1
}
formData.value.push(row)
}
/** 删除按钮操作 */
const handleDelete = (index: number) => {
formData.value.splice(index, 1)
}
/** 处理产品变更 */
const onChangeProduct = (productId, row) => {
const product = productList.value.find((item) => item.id === productId)
if (product) {
row.productUnit = product.unit
row.productNo = product.no
row.productPrice = product.price
row.businessPrice = product.price
}
}
/** 表单校验 */
const validate = () => {
return formRef.value.validate()
}
defineExpose({ validate })
/** 初始化 */
onMounted(async () => {
productList.value = await ProductApi.getProductSimpleList()
})
</script>

View File

@ -39,9 +39,31 @@
<!-- 列表 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column label="商机名称" align="center" prop="name" />
<el-table-column label="客户名称" align="center" prop="customerName" />
<el-table-column label="商机金额" align="center" prop="price" />
<el-table-column align="center" label="商机名称" fixed="left" prop="name" width="160">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.name }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
{{ scope.row.customerName }}
</el-link>
</template>
</el-table-column>
<el-table-column
label="商机金额(元)"
align="center"
prop="totalPrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
label="预计成交日期"
align="center"
@ -49,9 +71,23 @@
:formatter="dateFormatter"
width="180px"
/>
<el-table-column label="备注" align="center" prop="remark" />
<el-table-column label="商机状态类型" align="center" prop="statusTypeName" />
<el-table-column label="商机状态" align="center" prop="statusName" />
<el-table-column align="center" label="备注" prop="remark" width="200" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="下次联系时间"
prop="contactNextTime"
width="180px"
/>
<el-table-column align="center" label="负责人" prop="ownerUserName" width="100px" />
<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="最后跟进时间"
prop="contactLastTime"
width="180px"
/>
<el-table-column
label="更新时间"
align="center"
@ -66,9 +102,21 @@
:formatter="dateFormatter"
width="180px"
/>
<el-table-column label="负责人" align="center" prop="ownerUserId" />
<el-table-column label="创建人" align="center" prop="creator" />
<el-table-column label="跟进状态" align="center" prop="followUpStatus" />
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
<el-table-column
label="商机状态组"
align="center"
prop="statusTypeName"
fixed="right"
width="140"
/>
<el-table-column
label="商机阶段"
align="center"
prop="statusName"
fixed="right"
width="120"
/>
<el-table-column label="操作" align="center" fixed="right" width="130px">
<template #default="scope">
<el-button
@ -108,6 +156,7 @@ import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import * as BusinessApi from '@/api/crm/business'
import BusinessForm from './BusinessForm.vue'
import { erpPriceTableColumnFormatter } from '@/utils'
defineOptions({ name: 'CrmBusiness' })
@ -166,6 +215,17 @@ const resetQuery = () => {
handleQuery()
}
/** 打开客户详情 */
const { currentRoute, push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmBusinessDetail', params: { id } })
}
/** 打开客户详情 */
const openCustomerDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
}
/** 添加/修改操作 */
const formRef = ref()
const openForm = (type: string, id?: number) => {

View File

@ -206,7 +206,6 @@ const formRules = reactive({
ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }]
})
const formRef = ref() // Ref
const ownerUserList = ref<any[]>([])
const userOptions = ref<UserApi.UserVO[]>([]) //
// TODO
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
@ -288,6 +287,5 @@ const resetForm = () => {
remark: undefined
}
formRef.value?.resetFields()
ownerUserList.value = []
}
</script>

View File

@ -104,7 +104,6 @@ import * as ProductCategoryApi from '@/api/crm/product/productCategory'
import { defaultProps, handleTree } from '@/utils/tree'
import { getSimpleUserList, UserVO } from '@/api/system/user'
import { useUserStore } from '@/store/modules/user'
import { fenToYuan, yuanToFen } from '@/utils'
defineOptions({ name: 'CrmProductForm' })
@ -149,7 +148,6 @@ const open = async (type: string, id?: number) => {
formLoading.value = true
try {
formData.value = await ProductApi.getProduct(id)
formData.value.price = Number(fenToYuan(formData.value.price))
} finally {
formLoading.value = false
}
@ -169,10 +167,7 @@ const submitForm = async () => {
//
formLoading.value = true
try {
const data = {
...formData.value,
price: yuanToFen(formData.value.price)
} as unknown as ProductApi.ProductVO
const data = formData.value as unknown as ProductApi.ProductVO
if (formType.value === 'create') {
await ProductApi.createProduct(data)
message.success(t('common.createSuccess'))

View File

@ -68,7 +68,7 @@
label="价格(元)"
align="center"
prop="price"
:formatter="fenToYuanFormat"
:formatter="erpPriceTableColumnFormatter"
width="100"
/>
<el-table-column label="产品描述" align="center" prop="description" width="150" />
@ -134,6 +134,7 @@ import download from '@/utils/download'
import * as ProductApi from '@/api/crm/product'
import ProductForm from './ProductForm.vue'
import { fenToYuanFormat } from '@/utils/formatter'
import { erpPriceTableColumnFormatter } from '@/utils'
defineOptions({ name: 'CrmProduct' })