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!376 完善客户导入，统一日志获取接口

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Merge pull request !376 from puhui999/dev-crm
This commit is contained in:
芋道源码 2024-01-30 04:42:33 +00:00 committed by Gitee
commit a5f8c3d79c
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26 changed files with 1188 additions and 212 deletions
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4
src/api/bpm/model/index.ts
View File

@ -32,7 +32,9 @@ export const getModelPage = async (params) => {
export const getModel = async (id: number) => {
return await request.get({ url: '/bpm/model/get?id=' + id })
}
export const getModelByKey = async (key: string) => {
return await request.get({ url: '/bpm/model/get-by-key?key=' + key })
}
export const updateModel = async (data: ModelVO) => {
return await request.put({ url: '/bpm/model/update', data: data })
}

6
src/api/crm/business/index.ts
View File

@ -1,4 +1,5 @@
import request from '@/config/axios'
import { TransferReqVO } from '@/api/crm/customer'
export interface BusinessVO {
id: number
@ -70,3 +71,8 @@ export const getBusinessPageByContact = async (params) => {
export const getBusinessListByIds = async (val: number[]) => {
return await request.get({ url: '/crm/business/list-by-ids', params: { ids: val.join(',') } })
}
// 商机转移
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/business/transfer', data })
}

7
src/api/crm/contact/index.ts
View File

@ -1,4 +1,5 @@
import request from '@/config/axios'
import { TransferReqVO } from '@/api/crm/customer'
export interface ContactVO {
name: string
@ -86,7 +87,7 @@ export const deleteContactBusinessList = async (data: ContactBusinessReqVO) => {
return await request.delete({ url: `/crm/contact/delete-business-list`, data })
}
// 查询联系人操作日志
export const getOperateLogPage = async (params: any) => {
return await request.get({ url: '/crm/contact/operate-log-page', params })
// 联系人转移
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/contact/transfer', data })
}

22
src/api/crm/contract/index.ts
View File

@ -1,4 +1,6 @@
import request from '@/config/axios'
import { ProductExpandVO } from '@/api/crm/product'
import { TransferReqVO } from '@/api/crm/customer'
export interface ContractVO {
id: number
@ -14,12 +16,18 @@ export interface ContractVO {
price: number
discountPercent: number
productPrice: number
roUserIds: string
rwUserIds: string
contactId: number
signUserId: number
contactLastTime: Date
status: number
remark: string
productItems: ProductExpandVO[]
creatorName: string
updateTime?: Date
createTime?: Date
customerName: string
contactName: string
ownerUserName: string
}
// 查询 CRM 合同列表
@ -56,3 +64,13 @@ export const deleteContract = async (id: number) => {
export const exportContract = async (params) => {
return await request.download({ url: `/crm/contract/export-excel`, params })
}
// 提交审核
export const handleApprove = async (id: number) => {
return await request.put({ url: `/crm/contract/approve?id=${id}` })
}
// 合同转移
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/contract/transfer', data })
}

10
src/api/crm/customer/index.ts
View File

@ -63,16 +63,16 @@ export const exportCustomer = async (params: any) => {
return await request.download({ url: `/crm/customer/export-excel`, params })
}
// 下载客户导入模板
export const importCustomerTemplate = () => {
return request.download({ url: '/crm/customer/get-import-template' })
}
// 客户列表
export const getSimpleCustomerList = async () => {
return await request.get({ url: `/crm/customer/list-all-simple` })
}
// 查询客户操作日志
export const getOperateLogPage = async (id: number) => {
return await request.get({ url: '/crm/customer/operate-log-page?id=' + id })
}
// ======================= 业务操作 =======================
export interface TransferReqVO {

11
src/api/crm/operateLog/index.ts Normal file
View File

@ -0,0 +1,11 @@
import request from '@/config/axios'
export interface OperateLogVO extends PageParam {
bizType: number
bizId: number
}
// 获得操作日志
export const getOperateLogPage = async (params: OperateLogVO) => {
return await request.get({ url: `/crm/operate-log/page`, params })
}

7
src/api/crm/permission/index.ts
View File

@ -22,8 +22,11 @@ export enum BizTypeEnum {
CRM_LEADS = 1, // 线索
CRM_CUSTOMER = 2, // 客户
CRM_CONTACT = 3, // 联系人
CRM_BUSINESS = 5, // 商机
CRM_CONTRACT = 6 // 合同
CRM_BUSINESS = 4, // 商机
CRM_CONTRACT = 5, // 合同
CRM_PRODUCT = 6, // 产品
CRM_RECEIVABLE = 7, // 回款
CRM_RECEIVABLE_PLAN = 8 // 回款计划
}
/**

11
src/api/crm/product/index.ts
View File

@ -12,6 +12,12 @@ export interface ProductVO {
ownerUserId: number
}
export interface ProductExpandVO extends ProductVO {
count: number
discountPercent: number
totalPrice: number
}
// 查询产品列表
export const getProductPage = async (params) => {
return await request.get({ url: `/crm/product/page`, params })
@ -41,8 +47,3 @@ export const deleteProduct = async (id: number) => {
export const exportProduct = async (params) => {
return await request.download({ url: `/crm/product/export-excel`, params })
}
// 查询产品操作日志
export const getOperateLogPage = async (params: any) => {
return await request.get({ url: '/crm/product/operate-log-page', params })
}

3
src/components/Table/index.ts
View File

@ -1,6 +1,7 @@
import Table from './src/Table.vue'
import { ElTable } from 'element-plus'
import { TableSetPropsType } from '@/types/table'
import TableSelectForm from './src/TableSelectForm.vue'
export interface TableExpose {
setProps: (props: Recordable) => void
@ -9,4 +10,4 @@ export interface TableExpose {
elTableRef: ComponentRef<typeof ElTable>
}
export { Table }
export { Table, TableSelectForm }

90
src/components/Table/src/TableSelectForm.vue Normal file
View File

@ -0,0 +1,90 @@
<template>
<Dialog v-model="dialogVisible" :appendToBody="true" :scroll="true" :title="title" width="60%">
<el-table
ref="multipleTableRef"
v-loading="loading"
:data="list"
:show-overflow-tooltip="true"
:stripe="true"
@selection-change="handleSelectionChange"
>
<el-table-column type="selection" width="55" />
<slot></slot>
</el-table>
<!-- 分页 -->
<Pagination
v-model:limit="queryParams.pageSize"
v-model:page="queryParams.pageNo"
:total="total"
@pagination="getList"
/>
<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 { ElTable } from 'element-plus'
defineOptions({ name: 'TableSelectForm' })
withDefaults(
defineProps<{
modelValue: any[]
title: string
}>(),
{ modelValue: () => [], title: '选择' }
)
const list = ref([]) // 列表的数据
const total = ref(0) // 列表的总页数
const loading = ref(false) // 列表的加载中
const dialogVisible = ref(false) // 弹窗的是否展示
const formLoading = ref(false)
const queryParams = reactive({
pageNo: 1,
pageSize: 10
})
// 确认选择时的触发事件
const emits = defineEmits<{
(e: 'update:modelValue', v: number[]): void
}>()
const multipleTableRef = ref<InstanceType<typeof ElTable>>()
const multipleSelection = ref<any[]>([])
const handleSelectionChange = (val: any[]) => {
multipleSelection.value = val
}
/** 触发 */
const submitForm = () => {
formLoading.value = true
try {
emits('update:modelValue', multipleSelection.value) // 返回选择的原始数据由使用方处理
} finally {
formLoading.value = false
// 关闭弹窗
dialogVisible.value = false
}
}
const getList = async (getListFunc: Function) => {
loading.value = true
try {
const data = await getListFunc(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 打开弹窗 */
const open = async (getListFunc: Function) => {
dialogVisible.value = true
await nextTick()
if (multipleSelection.value.length > 0) {
multipleTableRef.value!.clearSelection()
}
await getList(getListFunc)
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
</script>

11
src/router/modules/remaining.ts
View File

@ -507,6 +507,17 @@ const remainingRouter: AppRouteRecordRaw[] = [
},
component: () => import('@/views/crm/customer/detail/index.vue')
},
{
path: 'contract/detail/:id',
name: 'CrmContractDetail',
meta: {
title: '合同详情',
noCache: true,
hidden: true,
activeMenu: '/crm/contract'
},
component: () => import('@/views/crm/contract/detail/index.vue')
},
{
path: 'contact/detail/:id',
name: 'CrmContactDetail',

16
src/views/crm/contact/detail/ContactDetailsHeader.vue
View File

@ -10,9 +10,7 @@
</div>
<div>
<!-- 右上：按钮 -->
<el-button @click="openForm('update', contact.id)" v-hasPermi="['crm:contact:update']">
编辑
</el-button>
<slot></slot>
</div>
</div>
</div>
@ -32,18 +30,10 @@
</el-descriptions-item>
</el-descriptions>
</ContentWrap>
<!-- 表单弹窗：添加/修改 -->
<ContactForm ref="formRef" @success="emit('refresh')" />
</template>
<script setup lang="ts">
<script lang="ts" setup>
import * as ContactApi from '@/api/crm/contact'
import ContactForm from '@/views/crm/contact/ContactForm.vue'
import { formatDate } from '@/utils/formatTime'
//操作修改
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
}
const { contact } = defineProps<{ contact: ContactApi.ContactVO }>()
const emit = defineEmits(['refresh']) // 定义 success 事件，用于操作成功后的回调
</script>

51
src/views/crm/contact/detail/index.vue
View File

@ -1,5 +1,12 @@
<template>
<ContactDetailsHeader :contact="contact" :loading="loading" @refresh="getContactData(id)" />
<ContactDetailsHeader v-loading="loading" :contact="contact">
<el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', contact.id)">
编辑
</el-button>
<el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transfer">
转移
</el-button>
</ContactDetailsHeader>
<el-col>
<el-tabs>
<el-tab-pane label="详细资料">
@ -8,8 +15,14 @@
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
<el-tab-pane label="团队成员" lazy>
<PermissionList :biz-id="contact.id!" :biz-type="BizTypeEnum.CRM_CONTACT" />
<el-tab-pane label="团队成员">
<PermissionList
ref="permissionListRef"
:biz-id="contact.id!"
:biz-type="BizTypeEnum.CRM_CONTACT"
:show-action="!permissionListRef?.isPool || false"
@quit-team="close"
/>
</el-tab-pane>
<el-tab-pane label="商机" lazy>
<BusinessList
@ -20,8 +33,11 @@
</el-tab-pane>
</el-tabs>
</el-col>
<!-- 表单弹窗：添加/修改 -->
<ContactForm ref="formRef" @success="getContactData(contact.id)" />
<CrmTransferForm ref="crmTransferFormRef" @success="close" />
</template>
<script setup lang="ts">
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
import * as ContactApi from '@/api/crm/contact'
import ContactDetailsHeader from '@/views/crm/contact/detail/ContactDetailsHeader.vue'
@ -30,10 +46,14 @@ import BusinessList from '@/views/crm/business/components/BusinessList.vue' //
import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
import { BizTypeEnum } from '@/api/crm/permission'
import { OperateLogV2VO } from '@/api/system/operatelog'
import { getOperateLogPage } from '@/api/crm/operateLog'
import ContactForm from '@/views/crm/contact/ContactForm.vue'
import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
defineOptions({ name: 'CrmContactDetail' })
const route = useRoute()
const message = useMessage()
const id = Number(route.params.id) // 联系人编号
const loading = ref(true) // 加载中
const contact = ref<ContactApi.ContactVO>({} as ContactApi.ContactVO) // 联系人详情
@ -48,6 +68,18 @@ const getContactData = async (id: number) => {
loading.value = false
}
}
/** 编辑 */
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
}
/** 联系人转移 */
const crmTransferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 联系人转移表单 ref
const transfer = () => {
crmTransferFormRef.value?.open('联系人转移', contact.value.id, ContactApi.transfer)
}
const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
/**
* 获取操作日志
@ -57,19 +89,22 @@ const getOperateLog = async (contactId: number) => {
if (!contactId) {
return
}
const data = await ContactApi.getOperateLogPage({
const data = await getOperateLogPage({
bizType: BizTypeEnum.CRM_CONTACT,
bizId: contactId
})
logList.value = data.list
}
const close = () => {
delView(unref(currentRoute))
}
/** 初始化 */
const { delView } = useTagsViewStore() // 视图操作
const { currentRoute } = useRouter() // 路由
onMounted(async () => {
if (!id) {
ElMessage.warning('参数错误，联系人不能为空！')
delView(unref(currentRoute))
message.warning('参数错误，联系人不能为空！')
close()
return
}
await getContactData(id)

291
src/views/crm/contract/ContractForm.vue
View File

@ -1,54 +1,108 @@
<template>
<Dialog :title="dialogTitle" v-model="dialogVisible">
<Dialog v-model="dialogVisible" :title="dialogTitle" width="70%">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="100px"
v-loading="formLoading"
label-width="110px"
>
<el-row>
<el-col :span="24" class="mb-10px">
<CardTitle title="基本信息" />
</el-col>
<el-col :span="12">
<el-form-item label="合同名称" prop="name">
<el-input v-model="formData.name" placeholder="请输入合同名称" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户" prop="customerId">
<el-input v-model="formData.customerId" placeholder="请选择对应客户" />
<el-form-item label="合同编号" prop="no">
<el-input v-model="formData.no" placeholder="请输入合同编号" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户" prop="customerId">
<el-select v-model="formData.customerId">
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户签约人" prop="contactId">
<el-select v-model="formData.contactId" :disabled="!formData.customerId">
<el-option
v-for="item in getContactOptions"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="公司签约人" prop="signUserId">
<el-select v-model="formData.signUserId">
<el-option
v-for="item in userList"
:key="item.id"
:label="item.nickname"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="负责人" prop="ownerUserId">
<el-select v-model="formData.ownerUserId">
<el-option
v-for="item in userList"
:key="item.id"
:label="item.nickname"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="商机名称" prop="businessId">
<el-select v-model="formData.businessId">
<el-option
v-for="item in businessList"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="合同金额(元)" prop="price">
<el-input v-model="formData.price" placeholder="请输入合同金额" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="下单日期" prop="orderDate">
<el-date-picker
v-model="formData.orderDate"
placeholder="选择下单日期"
type="date"
value-format="x"
/>
</el-form-item>
</el-col>
</el-row>
<el-form-item label="商机名称" prop="businessId">
<el-input v-model="formData.businessId" placeholder="请选择对应商机" />
</el-form-item>
<el-form-item label="工作流" prop="processInstanceId">
<el-input v-model="formData.processInstanceId" placeholder="请选择工作流" />
</el-form-item>
<el-form-item label="下单日期" prop="orderDate">
<el-date-picker
v-model="formData.orderDate"
type="date"
value-format="x"
placeholder="选择下单日期"
/>
</el-form-item>
<el-form-item label="负责人" prop="ownerUserId">
<el-input v-model="formData.ownerUserId" placeholder="请选择负责人" />
</el-form-item>
<el-form-item label="合同编号" prop="no">
<el-input v-model="formData.no" placeholder="请输入合同编号" />
</el-form-item>
<el-row>
<el-col :span="12">
<el-form-item label="开始时间" prop="startTime">
<el-date-picker
v-model="formData.startTime"
placeholder="选择开始时间"
type="date"
value-format="x"
placeholder="选择开始时间"
/>
</el-form-item>
</el-col>
@ -56,72 +110,67 @@
<el-form-item label="结束时间" prop="endTime">
<el-date-picker
v-model="formData.endTime"
placeholder="选择结束时间"
type="date"
value-format="x"
placeholder="选择结束时间"
/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="合同金额" prop="price">
<el-input v-model="formData.price" placeholder="请输入合同金额" />
<el-col :span="24">
<el-form-item label="备注" prop="remark">
<el-input
v-model="formData.remark"
:rows="3"
placeholder="请输入备注"
type="textarea"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="整单折扣" prop="discountPercent">
<el-col :span="24">
<el-form-item label="产品列表" prop="productList">
<ProductList v-model="formData.productItems" />
</el-form-item>
</el-col>
<el-col :span="12">
<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-col>
<el-col :span="8">
<el-form-item label="产品总金额" prop="productPrice">
<el-col :span="12">
<el-form-item label="产品总金额(元)" prop="productPrice">
<el-input v-model="formData.productPrice" placeholder="请输入产品总金额" />
</el-form-item>
</el-col>
</el-row>
<el-form-item label="只读权限的用户" prop="roUserIds">
<el-input v-model="formData.roUserIds" placeholder="请输入只读权限的用户" />
</el-form-item>
<el-form-item label="读写权限的用户" prop="rwUserIds">
<el-input v-model="formData.rwUserIds" placeholder="请输入读写权限的用户" />
</el-form-item>
<el-row>
<el-col :span="12">
<el-form-item label="联系人编号" prop="contactId">
<el-input v-model="formData.contactId" placeholder="请输入联系人编号" />
</el-form-item>
<el-col :span="24">
<CardTitle class="mb-10px" title="审批信息" />
</el-col>
<el-col :span="12">
<el-form-item label="公司签约人" prop="signUserId">
<el-input v-model="formData.signUserId" placeholder="请输入公司签约人" />
</el-form-item>
<el-button
class="m-20px"
link
type="primary"
@click="BPMLModelRef?.handleBpmnDetail('contract-approve')"
>
查看工作流
</el-button>
</el-col>
</el-row>
<el-form-item label="最后跟进时间" prop="contactLastTime">
<el-date-picker
v-model="formData.contactLastTime"
type="date"
value-format="x"
placeholder="选择最后跟进时间"
/>
</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-form>
<template #footer>
<el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
<el-button :disabled="formLoading" type="primary" @click="submitForm">保存</el-button>
<el-button @click="dialogVisible = false">取 消</el-button>
</template>
</Dialog>
<BPMLModel ref="BPMLModelRef" />
</template>
<script setup lang="ts">
<script lang="ts" setup>
import * as CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import * as UserApi from '@/api/system/user'
import * as ContactApi from '@/api/crm/contact'
import * as BusinessApi from '@/api/crm/business'
import ProductList from './components/ProductList.vue'
import BPMLModel from '@/views/crm/contract/components/BPMLModel.vue'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
@ -130,38 +179,39 @@ 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 formType = ref('') // 表单的类型：create - 新增；update - 修改
const formData = ref({
id: undefined,
name: undefined,
customerId: undefined,
businessId: undefined,
processInstanceId: undefined,
orderDate: undefined,
ownerUserId: undefined,
no: undefined,
startTime: undefined,
endTime: undefined,
price: undefined,
discountPercent: undefined,
productPrice: undefined,
roUserIds: undefined,
rwUserIds: undefined,
contactId: undefined,
signUserId: undefined,
contactLastTime: undefined,
remark: undefined
})
const formData = ref<ContractApi.ContractVO>({} as ContractApi.ContractVO)
const formRules = reactive({
name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }]
name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }],
customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
orderDate: [{ required: true, message: '下单日期不能为空', trigger: 'blur' }],
ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }],
no: [{ required: true, message: '合同编号不能为空', trigger: 'blur' }]
})
const formRef = ref() // 表单 Ref
const BPMLModelRef = ref<InstanceType<typeof BPMLModel>>()
watch(
() => formData.value.productItems,
(val) => {
if (!val || val.length === 0) {
formData.value.productPrice = 0
return
}
// 使用reduce函数进行累加
formData.value.productPrice = val.reduce(
(accumulator, currentValue) =>
isNaN(accumulator + currentValue.totalPrice) ? 0 : accumulator + currentValue.totalPrice,
0
)
},
{ deep: true }
)
/** 打开弹窗 */
const open = async (type: string, id?: number) => {
dialogVisible.value = true
dialogTitle.value = t('action.' + type)
formType.value = type
resetForm()
await getAllApi()
// 修改时，设置数据
if (id) {
formLoading.value = true
@ -172,6 +222,9 @@ const open = async (type: string, id?: number) => {
}
}
}
const getAllApi = async () => {
await Promise.all([getCustomerList(), getUserList(), getContactListList(), getBusinessList()])
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
/** 提交表单 */
@ -184,7 +237,7 @@ const submitForm = async () => {
// 提交请求
formLoading.value = true
try {
const data = formData.value as unknown as ContractApi.ContractVO
const data = unref(formData.value) as unknown as ContractApi.ContractVO
if (formType.value === 'create') {
await ContractApi.createContract(data)
message.success(t('common.createSuccess'))
@ -199,30 +252,32 @@ const submitForm = async () => {
formLoading.value = false
}
}
const customerList = ref<CustomerApi.CustomerVO[]>([])
/** 获取客户 */
const getCustomerList = async () => {
customerList.value = await CustomerApi.getSimpleCustomerList()
}
const contactList = ref<ContactApi.ContactVO[]>([])
/** 动态获取客户联系人 */
const getContactOptions = computed(() =>
contactList.value.filter((item) => item.customerId === formData.value.customerId)
)
const getContactListList = async () => {
contactList.value = await ContactApi.getSimpleContactList()
}
const userList = ref<UserApi.UserVO[]>([])
/** 获取用户列表 */
const getUserList = async () => {
userList.value = await UserApi.getSimpleUserList()
}
const businessList = ref<BusinessApi.BusinessVO[]>([])
/** 获取商机 */
const getBusinessList = async () => {
businessList.value = await BusinessApi.getSimpleBusinessList()
}
/** 重置表单 */
const resetForm = () => {
formData.value = {
id: undefined,
name: undefined,
customerId: undefined,
businessId: undefined,
processInstanceId: undefined,
orderDate: undefined,
ownerUserId: undefined,
no: undefined,
startTime: undefined,
endTime: undefined,
price: undefined,
discountPercent: undefined,
productPrice: undefined,
roUserIds: undefined,
rwUserIds: undefined,
contactId: undefined,
signUserId: undefined,
contactLastTime: undefined,
remark: undefined
}
formData.value = {} as ContractApi.ContractVO
formRef.value?.resetFields()
}
</script>

31
src/views/crm/contract/components/BPMLModel.vue Normal file
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@ -0,0 +1,31 @@
<template>
<!-- 弹窗：流程模型图的预览 -->
<Dialog v-model="bpmnDetailVisible" :append-to-body="true" title="流程图" width="800">
<MyProcessViewer
key="designer"
v-model="bpmnXML"
:prefix="bpmnControlForm.prefix"
:value="bpmnXML as any"
v-bind="bpmnControlForm"
/>
</Dialog>
</template>
<script lang="ts" setup>
import * as ModelApi from '@/api/bpm/model'
import { MyProcessViewer } from '@/components/bpmnProcessDesigner/package'
defineOptions({ name: 'BPMLModel' })
/** 流程图的详情按钮操作 */
const bpmnDetailVisible = ref(false)
const bpmnXML = ref(null)
const bpmnControlForm = ref({
prefix: 'flowable'
})
const handleBpmnDetail = async (key: string) => {
const data = await ModelApi.getModelByKey(key)
bpmnXML.value = data.bpmnXml || ''
bpmnDetailVisible.value = true
}
defineExpose({ handleBpmnDetail })
</script>

112
src/views/crm/contract/components/ProductList.vue Normal file
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@ -0,0 +1,112 @@
<template>
<el-row justify="end">
<el-button plain type="primary" @click="openForm">添加产品</el-button>
</el-row>
<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">
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
<el-input-number v-model="row.count" class="!w-100%" />
</template>
</el-table-column>
<el-table-column align="center" label="折扣(%)" prop="discountPercent" width="200">
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
<el-input-number v-model="row.discountPercent" class="!w-100%" />
</template>
</el-table-column>
<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-column align="center" fixed="right" label="操作" width="130">
<template #default="scope">
<el-button link type="danger" @click="handleDelete(scope.row.id)"> 移除</el-button>
</template>
</el-table-column>
</el-table>
<!-- table 选择表单 -->
<TableSelectForm ref="tableSelectFormRef" v-model="multipleSelection" title="选择商品">
<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"
/>
</TableSelectForm>
</template>
<script lang="ts" setup>
import * as ProductApi from '@/api/crm/product'
import { DICT_TYPE } from '@/utils/dict'
import { fenToYuanFormat } from '@/utils/formatter'
import { TableSelectForm } from '@/components/Table/index'
defineOptions({ name: 'ProductList' })
withDefaults(defineProps<{ modelValue: any[] }>(), { modelValue: () => [] })
const emits = defineEmits<{
(e: 'update:modelValue', v: any[]): void
}>()
const list = ref<ProductApi.ProductExpandVO[]>([])
const handleDelete = (id: number) => {
const index = list.value.findIndex((item) => item.id === id)
if (index !== -1) {
list.value.splice(index, 1)
}
}
const tableSelectFormRef = ref<InstanceType<typeof TableSelectForm>>()
const multipleSelection = ref<ProductApi.ProductExpandVO[]>([])
const openForm = () => {
tableSelectFormRef.value?.open(ProductApi.getProductPage)
}
const getTotalPrice = computed(() => (row: ProductApi.ProductExpandVO) => {
const totalPrice = (row.price * row.count * row.discountPercent) / 100
row.totalPrice = isNaN(totalPrice) ? 0 : totalPrice
return isNaN(totalPrice) ? 0 : totalPrice
})
watch(
list,
(val) => {
if (!val || val.length === 0) {
return
}
emits('update:modelValue', list.value)
},
{ deep: true }
)
watch(
multipleSelection,
(val) => {
if (!val || val.length === 0) {
return
}
const ids = list.value.map((item) => item.id)
list.value.push(...multipleSelection.value.filter((item) => ids.indexOf(item.id) === -1))
},
{ deep: true }
)
</script>

40
src/views/crm/contract/detail/ContractDetailsHeader.vue Normal file
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@ -0,0 +1,40 @@
<template>
<div>
<div class="flex items-start justify-between">
<div>
<el-col>
<el-row>
<span class="text-xl font-bold">{{ contract.name }}</span>
</el-row>
</el-col>
</div>
<div>
<!-- 右上：按钮 -->
<slot></slot>
</div>
</div>
</div>
<ContentWrap class="mt-10px">
<el-descriptions :column="5" direction="vertical">
<el-descriptions-item label="客户">
{{ contract.customerName }}
</el-descriptions-item>
<el-descriptions-item label="客户签约人">
{{ contract.contactName }}
</el-descriptions-item>
<el-descriptions-item label="合同金额">
{{ contract.productPrice }}
</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ contract.createTime ? formatDate(contract.createTime) : '空' }}
</el-descriptions-item>
</el-descriptions>
</ContentWrap>
</template>
<script lang="ts" setup>
import * as ContractApi from '@/api/crm/contract'
import { formatDate } from '@/utils/formatTime'
defineOptions({ name: 'ContractDetailsHeader' })
defineProps<{ contract: ContractApi.ContractVO }>()
</script>

51
src/views/crm/contract/detail/ContractDetailsInfo.vue Normal file
View File

@ -0,0 +1,51 @@
<template>
<ContentWrap>
<el-collapse v-model="activeNames">
<el-collapse-item name="contractInfo">
<template #title>
<span class="text-base font-bold">基本信息</span>
</template>
<!-- TODO puhui999: 先出详情样式后补全 -->
<el-descriptions :column="4">
<el-descriptions-item label="合同名称">
{{ contract.name }}
</el-descriptions-item>
<el-descriptions-item label="备注">
{{ contract.remark }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
<el-collapse-item name="systemInfo">
<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-item>
<el-descriptions-item label="创建时间">
{{ contract.createTime ? formatDate(contract.createTime) : '空' }}
</el-descriptions-item>
<el-descriptions-item label="更新时间">
{{ contract.updateTime ? formatDate(contract.updateTime) : '空' }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
</el-collapse>
</ContentWrap>
</template>
<script lang="ts" setup>
import * as ContractApi from '@/api/crm/contract'
import { formatDate } from '@/utils/formatTime'
defineOptions({ name: 'ContractDetailsInfo' })
defineProps<{
contract: ContractApi.ContractVO
}>()
// 展示的折叠面板
const activeNames = ref(['contractInfo', 'systemInfo'])
</script>

111
src/views/crm/contract/detail/index.vue Normal file
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@ -0,0 +1,111 @@
<template>
<ContractDetailsHeader v-loading="loading" :contract="contract">
<el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', contract.id)">
编辑
</el-button>
<el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transfer">
转移
</el-button>
</ContractDetailsHeader>
<el-col>
<el-tabs>
<el-tab-pane label="详细资料">
<ContractDetailsInfo :contract="contract" />
</el-tab-pane>
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
<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"
@quit-team="close"
/>
</el-tab-pane>
<el-tab-pane label="商机" lazy>
<BusinessList
:biz-id="contract.id!"
:biz-type="BizTypeEnum.CRM_CONTRACT"
:customer-id="contract.customerId"
/>
</el-tab-pane>
</el-tabs>
</el-col>
<!-- 表单弹窗：添加/修改 -->
<ContractForm ref="formRef" @success="getContractData" />
<CrmTransferForm ref="crmTransferFormRef" @success="close" />
</template>
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
import { OperateLogV2VO } from '@/api/system/operatelog'
import * as ContractApi from '@/api/crm/contract'
import ContractDetailsHeader from './ContractDetailsHeader.vue'
import ContractDetailsInfo from './ContractDetailsInfo.vue'
import { BizTypeEnum } from '@/api/crm/permission'
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 BusinessList from '@/views/crm/business/components/BusinessList.vue'
defineOptions({ name: 'CrmContractDetail' })
const route = useRoute()
const message = useMessage()
const contractId = ref(0) // 编号
const loading = ref(true) // 加载中
const contract = ref<ContractApi.ContractVO>({} as ContractApi.ContractVO) // 详情
/** 编辑 */
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
}
/** 获取详情 */
const getContractData = async () => {
loading.value = true
try {
await getOperateLog(contractId.value)
contract.value = await ContractApi.getContract(contractId.value)
} finally {
loading.value = false
}
}
/** 获取操作日志 */
const logList = ref<OperateLogV2VO[]>([]) // 操作日志列表
const getOperateLog = async (contractId: number) => {
if (!contractId) {
return
}
const data = await getOperateLogPage({
bizType: BizTypeEnum.CRM_CONTRACT,
bizId: contractId
})
logList.value = data.list
}
const crmTransferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 合同转移表单 ref
const transfer = () => {
crmTransferFormRef.value?.open('合同转移', contract.value.id, ContractApi.transfer)
}
const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
/** 初始化 */
const { delView } = useTagsViewStore() // 视图操作
const { currentRoute } = useRouter() // 路由
const close = () => {
delView(unref(currentRoute))
}
onMounted(async () => {
const id = route.params.id
if (!id) {
message.warning('参数错误，合同不能为空！')
close()
return
}
contractId.value = id as unknown as number
await getContractData()
})
</script>

131
src/views/crm/contract/index.vue
View File

@ -2,44 +2,52 @@
<ContentWrap>
<!-- 搜索工作栏 -->
<el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef"
:inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px"
>
<el-form-item label="合同编号" prop="no">
<el-input
v-model="queryParams.no"
placeholder="请输入合同编号"
clearable
@keyup.enter="handleQuery"
class="!w-240px"
clearable
placeholder="请输入合同编号"
@keyup.enter="handleQuery"
/>
</el-form-item>
<el-form-item label="合同名称" prop="name">
<el-input
v-model="queryParams.name"
placeholder="请输入合同名称"
clearable
@keyup.enter="handleQuery"
class="!w-240px"
clearable
placeholder="请输入合同名称"
@keyup.enter="handleQuery"
/>
</el-form-item>
<el-form-item>
<el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
<el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
<el-button type="primary" @click="openForm('create')" v-hasPermi="['crm:contract:create']">
<Icon icon="ep:plus" class="mr-5px" /> 新增
<el-button @click="handleQuery">
<Icon class="mr-5px" icon="ep:search" />
搜索
</el-button>
<el-button @click="resetQuery">
<Icon class="mr-5px" icon="ep:refresh" />
重置
</el-button>
<el-button v-hasPermi="['crm:contract:create']" type="primary" @click="openForm('create')">
<Icon class="mr-5px" icon="ep:plus" />
新增
</el-button>
<el-button
type="success"
plain
@click="handleExport"
:loading="exportLoading"
v-hasPermi="['crm:contract:export']"
:loading="exportLoading"
plain
type="success"
@click="handleExport"
>
<Icon icon="ep:download" class="mr-5px" /> 导出
<Icon class="mr-5px" icon="ep:download" />
导出
</el-button>
</el-form-item>
</el-form>
@ -48,70 +56,86 @@
<!-- 列表 -->
<!-- TODO 芋艿：各种字段要调整 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column label="合同编号" align="center" prop="id" />
<el-table-column label="合同名称" align="center" prop="name" />
<el-table-column label="客户名称" align="center" prop="customerId" />
<el-table-column label="商机名称" align="center" prop="businessId" />
<el-table-column label="工作流名称" align="center" prop="processInstanceId" />
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="合同编号" prop="id" />
<el-table-column align="center" label="合同名称" prop="name" />
<el-table-column align="center" label="客户名称" prop="customerId" />
<el-table-column align="center" label="商机名称" prop="businessId" />
<el-table-column align="center" label="工作流名称" prop="processInstanceId" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="下单时间"
align="center"
prop="orderDate"
:formatter="dateFormatter"
width="180px"
/>
<el-table-column label="负责人" align="center" prop="ownerUserId" />
<el-table-column label="合同编号" align="center" prop="no" />
<el-table-column align="center" label="负责人" prop="ownerUserId" />
<el-table-column align="center" label="合同编号" prop="no" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="开始时间"
align="center"
prop="startTime"
:formatter="dateFormatter"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="结束时间"
align="center"
prop="endTime"
:formatter="dateFormatter"
width="180px"
/>
<el-table-column label="合同金额" align="center" prop="price" />
<el-table-column label="整单折扣" align="center" prop="discountPercent" />
<el-table-column label="产品总金额" align="center" prop="productPrice" />
<el-table-column label="联系人" align="center" prop="contactId" />
<el-table-column label="公司签约人" align="center" prop="signUserId" />
<el-table-column align="center" label="合同金额" prop="price" />
<el-table-column align="center" label="整单折扣" prop="discountPercent" />
<el-table-column align="center" label="产品总金额" prop="productPrice" />
<el-table-column align="center" label="联系人" prop="contactId" />
<el-table-column align="center" label="公司签约人" prop="signUserId" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="最后跟进时间"
align="center"
prop="contactLastTime"
:formatter="dateFormatter"
width="180px"
/>
<el-table-column
label="创建时间"
align="center"
prop="createTime"
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column label="备注" align="center" prop="remark" />
<el-table-column label="操作" width="120px">
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column fixed="right" label="操作" width="250">
<template #default="scope">
<el-button
v-hasPermi="['crm:contract:update']"
link
type="primary"
@click="openForm('update', scope.row.id)"
v-hasPermi="['crm:contract:update']"
>
编辑
</el-button>
<el-button
v-hasPermi="['crm:contract:update']"
link
type="primary"
@click="handleApprove(scope.row)"
>
提交审核
</el-button>
<el-button
v-hasPermi="['crm:contract:query']"
link
type="primary"
@click="openDetail(scope.row.id)"
>
详情
</el-button>
<el-button
v-hasPermi="['crm:contract:delete']"
link
type="danger"
@click="handleDelete(scope.row.id)"
v-hasPermi="['crm:contract:delete']"
>
删除
</el-button>
@ -120,9 +144,9 @@
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
v-model:page="queryParams.pageNo"
:total="total"
@pagination="getList"
/>
</ContentWrap>
@ -130,7 +154,7 @@
<!-- 表单弹窗：添加/修改 -->
<ContractForm ref="formRef" @success="getList" />
</template>
<script setup lang="ts">
<script lang="ts" setup>
import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import * as ContractApi from '@/api/crm/contract'
@ -216,6 +240,17 @@ const handleExport = async () => {
}
}
/** 提交审核 **/
const handleApprove = async (row: ContractApi.ContractVO) => {
await message.confirm(`您确定提交【${row.name}】审核吗？`)
await ContractApi.handleApprove(row.id)
message.success('提交审核成功！')
await getList()
}
const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmContractDetail', params: { id } })
}
/** 初始化 **/
onMounted(() => {
getList()

220
src/views/crm/contract/oa/ContractDetail/index.vue Normal file
View File

@ -0,0 +1,220 @@
<template>
<el-form ref="formRef" v-loading="formLoading" :model="formData" label-width="110px">
<el-row>
<el-col :span="24" class="mb-10px">
<CardTitle title="基本信息" />
</el-col>
<el-col :span="12">
<el-form-item label="合同名称" prop="name">
<el-input v-model="formData.name" placeholder="请输入合同名称" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="合同编号" prop="no">
<el-input v-model="formData.no" placeholder="请输入合同编号" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户" prop="customerId">
<el-select v-model="formData.customerId">
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户签约人" prop="contactId">
<el-select v-model="formData.contactId" :disabled="!formData.customerId">
<el-option
v-for="item in getContactOptions"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="公司签约人" prop="signUserId">
<el-select v-model="formData.signUserId">
<el-option
v-for="item in userList"
:key="item.id"
:label="item.nickname"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="负责人" prop="ownerUserId">
<el-select v-model="formData.ownerUserId">
<el-option
v-for="item in userList"
:key="item.id"
:label="item.nickname"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="商机名称" prop="businessId">
<el-select v-model="formData.businessId">
<el-option
v-for="item in businessList"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="合同金额(元)" prop="price">
<el-input v-model="formData.price" placeholder="请输入合同金额" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="下单日期" prop="orderDate">
<el-date-picker
v-model="formData.orderDate"
placeholder="选择下单日期"
type="date"
value-format="x"
/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="开始时间" prop="startTime">
<el-date-picker
v-model="formData.startTime"
placeholder="选择开始时间"
type="date"
value-format="x"
/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="结束时间" prop="endTime">
<el-date-picker
v-model="formData.endTime"
placeholder="选择结束时间"
type="date"
value-format="x"
/>
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="备注" prop="remark">
<el-input v-model="formData.remark" :rows="3" placeholder="请输入备注" type="textarea" />
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="产品列表" prop="productList">
<ProductList v-model="formData.productItems" />
</el-form-item>
</el-col>
<el-col :span="12">
<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-col>
<el-col :span="12">
<el-form-item label="产品总金额(元)" prop="productPrice">
<el-input v-model="formData.productPrice" placeholder="请输入产品总金额" />
</el-form-item>
</el-col>
<el-col :span="24">
<CardTitle class="mb-10px" title="审批信息" />
</el-col>
<el-col :span="12">
<el-button
class="m-20px"
link
type="primary"
@click="BPMLModelRef?.handleBpmnDetail('contract-approve')"
>
查看工作流
</el-button>
</el-col>
</el-row>
</el-form>
<BPMLModel ref="BPMLModelRef" />
</template>
<script lang="ts" setup>
import * as CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import * as UserApi from '@/api/system/user'
import * as ContactApi from '@/api/crm/contact'
import * as BusinessApi from '@/api/crm/business'
import ProductList from '@/views/crm/contract/components/ProductList.vue'
import BPMLModel from '@/views/crm/contract/components/BPMLModel.vue'
defineOptions({ name: 'ContractDetailOA' })
const props = defineProps<{ id?: number }>()
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 formData = ref<ContractApi.ContractVO>({} as ContractApi.ContractVO)
const formRef = ref() // 表单 Ref
const BPMLModelRef = ref<InstanceType<typeof BPMLModel>>()
watch(
() => formData.value.productItems,
(val) => {
if (!val || val.length === 0) {
formData.value.productPrice = 0
return
}
// 使用reduce函数进行累加
formData.value.productPrice = val.reduce(
(accumulator, currentValue) =>
isNaN(accumulator + currentValue.totalPrice) ? 0 : accumulator + currentValue.totalPrice,
0
)
},
{ deep: true }
)
/** 打开弹窗 */
const getFormData = async () => {
await getAllApi()
formLoading.value = true
try {
formData.value = await ContractApi.getContract(props.id!)
} finally {
formLoading.value = false
}
}
const getAllApi = async () => {
await Promise.all([getCustomerList(), getUserList(), getContactListList(), getBusinessList()])
}
const customerList = ref<CustomerApi.CustomerVO[]>([])
/** 获取客户 */
const getCustomerList = async () => {
customerList.value = await CustomerApi.getSimpleCustomerList()
}
const contactList = ref<ContactApi.ContactVO[]>([])
/** 动态获取客户联系人 */
const getContactOptions = computed(() =>
contactList.value.filter((item) => item.customerId === formData.value.customerId)
)
const getContactListList = async () => {
contactList.value = await ContactApi.getSimpleContactList()
}
const userList = ref<UserApi.UserVO[]>([])
/** 获取用户列表 */
const getUserList = async () => {
userList.value = await UserApi.getSimpleUserList()
}
const businessList = ref<BusinessApi.BusinessVO[]>([])
/** 获取商机 */
const getBusinessList = async () => {
businessList.value = await BusinessApi.getSimpleBusinessList()
}
onMounted(() => {
getFormData()
})
</script>

134
src/views/crm/customer/CustomerImportForm.vue Normal file
View File

@ -0,0 +1,134 @@
<template>
<Dialog v-model="dialogVisible" title="客户导入" width="400">
<el-upload
ref="uploadRef"
v-model:file-list="fileList"
:action="importUrl + '?updateSupport=' + updateSupport"
:auto-upload="false"
:disabled="formLoading"
:headers="uploadHeaders"
:limit="1"
:on-error="submitFormError"
:on-exceed="handleExceed"
:on-success="submitFormSuccess"
accept=".xlsx, .xls"
drag
>
<Icon icon="ep:upload" />
<div class="el-upload__text">将文件拖到此处，或<em>点击上传</em></div>
<template #tip>
<div class="el-upload__tip text-center">
<div class="el-upload__tip">
<el-checkbox v-model="updateSupport" />
是否更新已经存在的客户数据
</div>
<span>仅允许导入 xls、xlsx 格式文件。</span>
<el-link
:underline="false"
style="font-size: 12px; vertical-align: baseline"
type="primary"
@click="importTemplate"
>
下载模板
</el-link>
</div>
</template>
</el-upload>
<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 CustomerApi from '@/api/crm/customer'
import { getAccessToken, getTenantId } from '@/utils/auth'
import download from '@/utils/download'
defineOptions({ name: 'SystemUserImportForm' })
const message = useMessage() // 消息弹窗
const dialogVisible = ref(false) // 弹窗的是否展示
const formLoading = ref(false) // 表单的加载中
const uploadRef = ref()
const importUrl =
import.meta.env.VITE_BASE_URL + import.meta.env.VITE_API_URL + '/crm/customer/import'
const uploadHeaders = ref() // 上传 Header 头
const fileList = ref([]) // 文件列表
const updateSupport = ref(0) // 是否更新已经存在的客户数据
/** 打开弹窗 */
const open = () => {
dialogVisible.value = true
fileList.value = []
resetForm()
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
/** 提交表单 */
const submitForm = async () => {
if (fileList.value.length == 0) {
message.error('请上传文件')
return
}
// 提交请求
uploadHeaders.value = {
Authorization: 'Bearer ' + getAccessToken(),
'tenant-id': getTenantId()
}
formLoading.value = true
uploadRef.value!.submit()
}
/** 文件上传成功 */
const emits = defineEmits(['success'])
const submitFormSuccess = (response: any) => {
if (response.code !== 0) {
message.error(response.msg)
formLoading.value = false
return
}
// 拼接提示语
const data = response.data
let text = '上传成功数量：' + data.createCustomerNames.length + ';'
for (let customerName of data.createCustomerNames) {
text += '< ' + customerName + ' >'
}
text += '更新成功数量：' + data.updateCustomerNames.length + ';'
for (const customerName of data.updateCustomerNames) {
text += '< ' + customerName + ' >'
}
text += '更新失败数量：' + Object.keys(data.failureCustomerNames).length + ';'
for (const customerName in data.failureCustomerNames) {
text += '< ' + customerName + ': ' + data.failureCustomerNames[customerName] + ' >'
}
message.alert(text)
// 发送操作成功的事件
emits('success')
}
/** 上传错误提示 */
const submitFormError = (): void => {
message.error('上传失败，请您重新上传！')
formLoading.value = false
}
/** 重置表单 */
const resetForm = () => {
// 重置上传状态和文件
formLoading.value = false
uploadRef.value?.clearFiles()
}
/** 文件数超出提示 */
const handleExceed = (): void => {
message.error('最多只能上传一个文件！')
}
/** 下载模板操作 */
const importTemplate = async () => {
const res = await CustomerApi.importCustomerTemplate()
download.excel(res, '客户导入模版.xls')
}
</script>

6
src/views/crm/customer/detail/index.vue
View File

@ -91,6 +91,7 @@ import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
import FollowUpList from '@/views/crm/followup/index.vue'
import { BizTypeEnum } from '@/api/crm/permission'
import type { OperateLogV2VO } from '@/api/system/operatelog'
import { getOperateLogPage } from '@/api/crm/operateLog'
defineOptions({ name: 'CrmCustomerDetail' })
@ -164,7 +165,10 @@ const getOperateLog = async () => {
if (!customerId.value) {
return
}
const data = await CustomerApi.getOperateLogPage(customerId.value)
const data = await getOperateLogPage({
bizType: BizTypeEnum.CRM_CUSTOMER,
bizId: customerId.value
})
logList.value = data.list
}

11
src/views/crm/customer/index.vue
View File

@ -84,6 +84,10 @@
<Icon class="mr-5px" icon="ep:plus" />
新增
</el-button>
<el-button v-hasPermi="['crm:customer:import']" plain type="warning" @click="handleImport">
<Icon icon="ep:upload" />
导入
</el-button>
<el-button
v-hasPermi="['crm:customer:export']"
:loading="exportLoading"
@ -204,6 +208,7 @@
<!-- 表单弹窗：添加/修改 -->
<CustomerForm ref="formRef" @success="getList" />
<CustomerImportForm ref="customerImportFormRef" @success="getList" />
</template>
<script lang="ts" setup>
@ -212,6 +217,7 @@ import { dateFormatter } from '@/utils/formatTime'
import download from '@/utils/download'
import * as CustomerApi from '@/api/crm/customer'
import CustomerForm from './CustomerForm.vue'
import CustomerImportForm from './CustomerImportForm.vue'
import { TabsPaneContext } from 'element-plus'
defineOptions({ name: 'CrmCustomer' })
@ -333,7 +339,10 @@ const handleDelete = async (id: number) => {
await getList()
} catch {}
}
const customerImportFormRef = ref<InstanceType<typeof CustomerImportForm>>()
const handleImport = () => {
customerImportFormRef.value?.open()
}
/** 导出按钮操作 */
const handleExport = async () => {
try {

12
src/views/crm/product/detail/index.vue
View File

@ -1,5 +1,5 @@
<template>
<ProductDetailsHeader :product="product" :loading="loading" @refresh="getProductData(id)" />
<ProductDetailsHeader :loading="loading" :product="product" @refresh="getProductData(id)" />
<el-col>
<el-tabs>
<el-tab-pane label="详细资料">
@ -11,16 +11,19 @@
</el-tabs>
</el-col>
</template>
<script setup lang="ts">
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
import { OperateLogV2VO } from '@/api/system/operatelog'
import * as ProductApi from '@/api/crm/product'
import ProductDetailsHeader from '@/views/crm/product/detail/ProductDetailsHeader.vue'
import ProductDetailsInfo from '@/views/crm/product/detail/ProductDetailsInfo.vue'
import { BizTypeEnum } from '@/api/crm/permission'
import { getOperateLogPage } from '@/api/crm/operateLog'
defineOptions({ name: 'CrmProductDetail' })
const route = useRoute()
const message = useMessage()
const id = Number(route.params.id) // 编号
const loading = ref(true) // 加载中
const product = ref<ProductApi.ProductVO>({} as ProductApi.ProductVO) // 详情
@ -42,7 +45,8 @@ const getOperateLog = async (productId: number) => {
if (!productId) {
return
}
const data = await ProductApi.getOperateLogPage({
const data = await getOperateLogPage({
bizType: BizTypeEnum.CRM_PRODUCT,
bizId: productId
})
logList.value = data.list
@ -53,7 +57,7 @@ const { delView } = useTagsViewStore() // 视图操作
const { currentRoute } = useRouter() // 路由
onMounted(async () => {
if (!id) {
ElMessage.warning('参数错误，产品不能为空！')
message.warning('参数错误，产品不能为空！')
delView(unref(currentRoute))
return
}

1
src/views/system/user/UserImportForm.vue
View File

@ -61,6 +61,7 @@ const updateSupport = ref(0) // 是否更新已经存在的用户数据
/** 打开弹窗 */
const open = () => {
dialogVisible.value = true
fileList.value = []
resetForm()
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗