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✨ CRM：完善合同的新增、修改需求

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(cherry picked from commit 9d44b9acaa)
This commit is contained in:
YunaiV 2024-02-23 00:06:03 +08:00 committed by shizhong
parent 4e415efff2
commit a807a3a674
5 changed files with 350 additions and 276 deletions
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2
src/views/crm/business/BusinessForm.vue
View File

@ -155,7 +155,6 @@ const formData = ref({
id: undefined,
name: undefined,
customerId: undefined,
contactNextTime: undefined,
ownerUserId: undefined,
statusTypeId: undefined,
dealTime: undefined,
@ -273,7 +272,6 @@ const resetForm = () => {
id: undefined,
name: undefined,
customerId: undefined,
contactNextTime: undefined,
ownerUserId: undefined,
statusTypeId: undefined,
dealTime: undefined,

2
src/views/crm/business/components/BusinessProductForm.vue
View File

@ -95,7 +95,7 @@
</template>
<script setup lang="ts">
import * as ProductApi from '@/api/crm/product'
import { erpCountInputFormatter, erpPriceInputFormatter, erpPriceMultiply } from '@/utils'
import { erpPriceInputFormatter, erpPriceMultiply } from '@/utils'
import { DICT_TYPE } from '@/utils/dict'
const props = defineProps<{

268
src/views/crm/contract/ContractForm.vue
View File

@ -1,40 +1,58 @@
<template>
<Dialog v-model="dialogVisible" :title="dialogTitle" width="820">
<Dialog v-model="dialogVisible" :title="dialogTitle" width="1280">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="110px"
label-width="120px"
>
<el-row :gutter="20">
<el-col :span="12">
<el-row>
<el-col :span="8">
<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-input disabled v-model="formData.no" placeholder="保存时自动生成" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-col :span="8">
<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-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-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="客户名称" prop="customerId">
<el-select v-model="formData.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!"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-col :span="8">
<el-form-item label="商机名称" prop="businessId">
<el-select v-model="formData.businessId">
<el-select :disabled="!formData.customerId" v-model="formData.businessId" class="w-1/1">
<el-option
v-for="item in businessList"
v-for="item in getBusinessOptions"
:key="item.id"
:label="item.name"
:value="item.id!"
@ -42,46 +60,48 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
</el-row>
<el-row>
<el-col :span="8">
<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"
class="!w-1/1"
/>
</el-form-item>
</el-col>
<el-col :span="12">
<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-form-item>
</el-col>
<el-col :span="12">
<el-col :span="8">
<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"
class="!w-1/1"
/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-col :span="8">
<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"
class="!w-1/1"
/>
</el-form-item>
</el-col>
<el-col :span="12">
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="公司签约人" prop="signUserId">
<el-select v-model="formData.signUserId">
<el-select v-model="formData.signUserId" class="w-1/1">
<el-option
v-for="item in userList"
v-for="item in userOptions"
:key="item.id"
:label="item.nickname"
:value="item.id!"
@ -89,61 +109,70 @@
</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-col :span="8">
<el-form-item label="客户签约人" prop="signContactId">
<el-select
v-model="formData.signContactId"
:disabled="!formData.customerId"
class="w-1/1"
>
<el-option
v-for="item in getContactOptions"
:key="item.id"
:label="item.name"
:value="item.id!"
: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="24">
<el-col :span="8">
<el-form-item label="备注" prop="remark">
<el-input v-model="formData.remark" placeholder="请输入备注" type="textarea" />
</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">
<ContractProductForm
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
v-model="formData.remark"
:rows="3"
placeholder="请输入备注"
type="textarea"
disabled
v-model="formData.totalProductPrice"
:formatter="erpPriceInputFormatter"
/>
</el-form-item>
</el-col>
<!-- TODO @puhui999：productItems 改成 products 会更好点；因为它不是 item 哈 -->
<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-col :span="8">
<el-form-item label="整单折扣（%）" prop="discountPercent">
<el-input-number
v-model="formData.discountPercent"
:min="0"
:max="100"
:precision="0"
placeholder="请输入整单折扣"
class="!w-100%"
controls-position="right"
:min="0"
:precision="2"
class="!w-1/1"
/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="产品总金额(元)" prop="productPrice">
{{ fenToYuan(formData.productPrice) }}
<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>
@ -160,8 +189,9 @@ 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 { fenToYuan } from '@/utils'
import { erpPriceInputFormatter, erpPriceMultiply } from '@/utils'
import { useUserStore } from '@/store/modules/user'
import ContractProductForm from '@/views/crm/contract/components/ContractProductForm.vue'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
@ -170,30 +200,56 @@ 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<ContractApi.ContractVO>({} as ContractApi.ContractVO)
const formData = ref({
id: undefined,
no: undefined,
name: undefined,
customerId: undefined,
businessId: undefined,
orderDate: undefined,
startTime: undefined,
endTime: undefined,
signUserId: undefined,
signContactId: undefined,
ownerUserId: undefined,
discountPercent: 0,
totalProductPrice: undefined,
remark: undefined,
products: []
})
const formRules = reactive({
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' }]
ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }]
})
const formRef = ref() // 表单 Ref
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
// TODO 芋艿：统一的客户选择面板
const customerList = ref([]) // 客户列表的数据
const businessList = ref<BusinessApi.BusinessVO[]>([])
const contactList = ref<ContactApi.ContactVO[]>([])
/** 监听合同产品变化，计算合同产品总价 */
/** 子表的表单 */
const subTabsName = ref('product')
const productFormRef = ref()
/** 计算 discountPrice、totalPrice 价格 */
watch(
() => formData.value.productItems,
() => formData.value,
(val) => {
if (!val || val.length === 0) {
formData.value.productPrice = 0
if (!val) {
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
)
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
// 赋值
formData.value.totalProductPrice = totalProductPrice
formData.value.totalPrice = totalPrice
},
{ deep: true }
)
@ -213,7 +269,18 @@ const open = async (type: string, id?: number) => {
formLoading.value = false
}
}
await getAllApi()
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleList()
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
// 默认新建时选中自己
if (formType.value === 'create') {
formData.value.ownerUserId = useUserStore().getUser.id
}
// 获取联系人
contactList.value = await ContactApi.getSimpleContactList()
// 获得商机列表
businessList.value = await BusinessApi.getSimpleBusinessList()
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
@ -226,6 +293,7 @@ const submitForm = async () => {
if (!valid) return
// 提交请求
formLoading.value = true
productFormRef.value.validate()
try {
const data = unref(formData.value) as unknown as ContractApi.ContractVO
if (formType.value === 'create') {
@ -245,39 +313,35 @@ const submitForm = async () => {
/** 重置表单 */
const resetForm = () => {
formData.value = {} as ContractApi.ContractVO
formData.value = {
id: undefined,
no: undefined,
name: undefined,
customerId: undefined,
businessId: undefined,
orderDate: undefined,
startTime: undefined,
endTime: undefined,
signUserId: undefined,
signContactId: undefined,
ownerUserId: undefined,
discountPercent: 0,
totalProductPrice: undefined,
remark: undefined,
products: []
}
formRef.value?.resetFields()
}
/** 获取其它相关数据 */
const getAllApi = async () => {
await Promise.all([getCustomerList(), getUserList(), getContactListList(), getBusinessList()])
}
/** 获取客户 */
const customerList = ref<CustomerApi.CustomerVO[]>([])
const getCustomerList = async () => {
customerList.value = await CustomerApi.getCustomerSimpleList()
}
// TODO 芋艿：切换客户时，需要 reset 关联的几个字段
// TODO 芋艿：选择商机时，需要自动设置
/** 动态获取客户联系人 */
const contactList = ref<ContactApi.ContactVO[]>([])
const getContactOptions = computed(() =>
contactList.value.filter((item) => item.customerId === formData.value.customerId)
)
const getContactListList = async () => {
contactList.value = await ContactApi.getSimpleContactList()
}
/** 获取用户列表 */
const userList = ref<UserApi.UserVO[]>([])
const getUserList = async () => {
userList.value = await UserApi.getSimpleUserList()
}
/** 获取商机 */
const businessList = ref<BusinessApi.BusinessVO[]>([])
const getBusinessList = async () => {
businessList.value = await BusinessApi.getSimpleBusinessList()
}
/** 动态获取商机 */
const getBusinessOptions = computed(() =>
businessList.value.filter((item) => item.customerId === formData.value.customerId)
)
</script>

183
src/views/crm/contract/components/ContractProductForm.vue Normal file
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}.contractPrice`" class="mb-0px!">
<el-input-number
v-model="row.contractPrice"
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 { erpPriceInputFormatter, erpPriceMultiply } from '@/utils'
import { DICT_TYPE } from '@/utils/dict'
const props = defineProps<{
products: undefined
disabled: false
}>()
const formLoading = ref(false) // 表单的加载中
const formData = ref([])
const formRules = reactive({
productId: [{ required: true, message: '产品不能为空', trigger: 'blur' }],
contractPrice: [{ 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([]) // 表单 Ref
const productList = ref<ProductApi.ProductVO[]>([]) // 产品列表
/** 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
}
// 循环处理
val.forEach((item) => {
if (item.contractPrice != null && item.count != null) {
item.totalPrice = erpPriceMultiply(item.contractPrice, item.count)
} else {
item.totalPrice = undefined
}
})
},
{ deep: true }
)
/** 新增按钮操作 */
const handleAdd = () => {
const row = {
id: undefined,
productId: undefined,
productUnit: undefined, // 产品单位
productNo: undefined, // 产品条码
productPrice: undefined, // 产品价格
contractPrice: 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.contractPrice = 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>

171
src/views/crm/contract/components/ProductList.vue
View File

@ -1,171 +0,0 @@
<!-- 合同 Form 表单下的 Product 列表 -->
<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="120" />
<el-table-column
:formatter="fenToYuanFormat"
align="center"
label="价格"
prop="price"
width="100"
/>
<el-table-column align="center" label="产品类型" prop="categoryName" width="100" />
<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 align="center" fixed="right" label="数量" prop="count" width="100">
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
<el-input-number
v-model="row.count"
controls-position="right"
:min="0"
:precision="0"
class="!w-100%"
/>
</template>
</el-table-column>
<el-table-column
align="center"
fixed="right"
label="折扣(%)"
prop="discountPercent"
width="120"
>
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
<el-input-number
v-model="row.discountPercent"
controls-position="right"
:min="0"
:max="100"
:precision="0"
class="!w-100%"
/>
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="合计" prop="totalPrice" width="100">
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
{{ fenToYuan(getTotalPrice(row)) }}
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="60">
<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="选择产品">
<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'
import { fenToYuan, floatToFixed2, yuanToFen } from '@/utils'
defineOptions({ name: 'ProductList' })
const props = withDefaults(defineProps<{ modelValue: ProductApi.ProductExpandVO[] }>(), {
modelValue: () => []
})
const emits = defineEmits<{
(e: 'update:modelValue', v: any[]): void
}>()
const list = ref<ProductApi.ProductExpandVO[]>([]) // 已添加的产品列表
const multipleSelection = ref<ProductApi.ProductExpandVO[]>([]) // 多选
/** 处理删除 */
const handleDelete = (id: number) => {
const index = list.value.findIndex((item) => item.id === id)
if (index !== -1) {
list.value.splice(index, 1)
}
}
/** 打开 Product 弹窗 */
const tableSelectFormRef = ref<InstanceType<typeof TableSelectForm>>()
const openForm = () => {
tableSelectFormRef.value?.open(ProductApi.getProductPage)
}
/** 计算 totalPrice */
const getTotalPrice = computed(() => (row: ProductApi.ProductExpandVO) => {
const totalPrice =
(Number(row.price) / 100) * Number(row.count) * (1 - Number(row.discountPercent) / 100)
row.totalPrice = isNaN(totalPrice) ? 0 : yuanToFen(totalPrice)
return isNaN(totalPrice) ? 0 : totalPrice.toFixed(2)
})
/** 编辑时合同产品回显 */
const isSetListValue = ref(false) // 判断是否已经给 list 赋值过，用于编辑表单产品回显
watch(
() => props.modelValue,
(val) => {
if (!val || val.length === 0 || isSetListValue.value) {
return
}
list.value = [
...props.modelValue.map((item) => {
item.totalPrice = floatToFixed2(item.totalPrice) as unknown as number
return item
})
]
isSetListValue.value = true
},
{ immediate: true, deep: true }
)
/** 监听列表变化，动态更新合同产品列表 */
watch(
list,
(val) => {
if (!val || val.length === 0) {
return
}
emits('update:modelValue', list.value)
},
{ deep: true }
)
// 监听产品选择结果动态添加产品到列表中,如果产品存在则不放入列表中
watch(
multipleSelection,
(val) => {
if (!val || val.length === 0) {
return
}
// 过滤出不在列表中的产品
const ids = list.value.map((item) => item.id)
const productList = multipleSelection.value.filter((item) => ids.indexOf(item.id) === -1)
if (!productList || productList.length === 0) {
return
}
list.value.push(...productList)
},
{ deep: true }
)
</script>