联系人商机功能

This commit is contained in:
zyna 2023-12-03 19:56:46 +08:00
parent 7748704639
commit ba49b2851c
8 changed files with 403 additions and 112 deletions

View File

@ -0,0 +1,47 @@
import { getBusiness } from './../business/index';
import request from '@/config/axios'
export interface ContactBusinessLinkVO {
id: number
contactId: number
businessId: number
}
// 查询联系人商机关联分页
export const getContactBusinessLinkPage = async (params) => {
return await request.get({ url: `/crm/contact-business-link/page`, params })
}
// 查询联系人商机关联详情
export const getContactBusinessLink = async (id: number) => {
return await request.get({ url: `/crm/contact-business-link/get?id=` + id })
}
// 新增联系人商机关联
export const createContactBusinessLink = async (data: ContactBusinessLinkVO) => {
return await request.post({ url: `/crm/contact-business-link/create`, data })
}
// 修改联系人商机关联
export const updateContactBusinessLink = async (data: ContactBusinessLinkVO) => {
return await request.put({ url: `/crm/contact-business-link/update`, data })
}
// 删除联系人商机关联
export const deleteContactBusinessLink = async (data: ContactBusinessLinkVO) => {
return await request.delete({ url: `/crm/contact-business-link/delete-batch` , data })
}
// 导出联系人商机关联 Excel
export const exportContactBusinessLink = async (params) => {
return await request.download({ url: `/crm/contact-business-link/export-excel`, params })
}
//批量新增联系人商机关联
export const createContactBusinessLinkBatch = async (data: ContactBusinessLinkVO[]) => {
return await request.post({ url: `/crm/contact-business-link/create-batch`, data })
}
// 查询联系人关联商机列表
export const getBusinessByContactPage = async (params) => {
return await request.get({ url: `/crm/contact-business-link/page-by-contact` , params })
}

View File

@ -1,24 +0,0 @@
<!--
* @Author: zyna
* @Date: 2023-11-11 14:50:11
* @LastEditTime: 2023-11-11 14:52:47
* @FilePath: \yudao-ui-admin-vue3\src\views\crm\contact\detail\ContactBasicInfo.vue
* @Description:
-->
<template>
<el-col>
<el-row>
<span class="text-xl font-bold">{{ contact.name }}</span>
</el-row>
</el-col>
<el-col class="mt-10px">
<!-- TODO 标签 -->
<!-- <Icon icon="ant-design:tag-filled" />-->
</el-col>
</template>
<script setup lang="ts">
// TODO review
import * as ContactApi from '@/api/crm/contact'
const { contact } = defineProps<{ contact: ContactApi.ContactVO }>()
</script>

View File

@ -0,0 +1,57 @@
<!--
* @Author: zyna
* @Date: 2023-12-02 13:08:57
* @LastEditTime: 2023-12-03 13:47:16
* @FilePath: \yudao-ui-admin-vue3\src\views\crm\contact\detail\ContactDetailsHeader.vue
* @Description:
-->
<template>
<div v-loading="loading">
<div class="flex items-start justify-between">
<div>
<el-col>
<el-row>
<span class="text-xl font-bold">{{ contact.name }}</span>
</el-row>
</el-col>
</div>
<div>
<!-- 右上按钮 -->
<el-button @click="openForm('update', contact.id)" v-hasPermi="['crm:contact:update']">
编辑
</el-button>
</div>
</div>
</div>
<ContentWrap class="mt-10px">
<el-descriptions :column="5" direction="vertical">
<el-descriptions-item label="客户">
{{ contact.customerName }}
</el-descriptions-item>
<el-descriptions-item label="职务">
{{ contact.post }}
</el-descriptions-item>
<el-descriptions-item label="手机">
{{ contact.mobile }}
</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ contact.createTime ? formatDate(contact.createTime) : '空' }}
</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">
import * as ContactApi from '@/api/crm/contact'
import ContactForm from '@/views/crm/contact/ContactForm.vue'
import { formatDate } from '@/utils/formatTime'
//
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
}
const { contact } = defineProps<{ contact: ContactApi.ContactVO }>()
const emit = defineEmits(['refresh']) // success
</script>

View File

@ -1,99 +1,32 @@
<template>
<!-- TODO 芋艿要不要把 3 62 合并成一个组件 -->
<div v-loading="loading">
<div class="flex items-start justify-between">
<div>
<!-- 左上客户基本信息 -->
<ContactBasicInfo :contact="contact" />
</div>
<div>
<!-- 右上按钮 -->
<el-button @click="openForm('update', contact.id)" v-hasPermi="['crm:contact:update']">
编辑
</el-button>
</div>
</div>
<el-row class="mt-10px">
<el-button>
<Icon icon="ph:calendar-fill" class="mr-5px" />
创建任务
</el-button>
<el-button>
<Icon icon="carbon:email" class="mr-5px" />
发送邮件
</el-button>
<el-button>
<Icon icon="system-uicons:contacts" class="mr-5px" />
创建联系人
</el-button>
<el-button>
<Icon icon="ep:opportunity" class="mr-5px" />
创建商机
</el-button>
<el-button>
<Icon icon="clarity:contract-line" class="mr-5px" />
创建合同
</el-button>
<el-button>
<Icon icon="icon-park:income-one" class="mr-5px" />
创建回款
</el-button>
<el-button>
<Icon icon="fluent:people-team-add-20-filled" class="mr-5px" />
添加团队成员
</el-button>
</el-row>
</div>
<ContentWrap class="mt-10px">
<el-descriptions :column="5" direction="vertical">
<el-descriptions-item label="客户">
{{ contact.customerName }}
</el-descriptions-item>
<el-descriptions-item label="职务">
{{ contact.post }}
</el-descriptions-item>
<el-descriptions-item label="手机">
{{ contact.mobile }}
</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ contact.createTime ? formatDate(contact.createTime) : '空' }}
</el-descriptions-item>
</el-descriptions>
</ContentWrap>
<!-- TODO wanwan这个 tab 拉满哈可以更好看 -->
<el-col :span="18">
<ContactDetailsHeader :contact="contact" :loading="loading" @refresh="getContactData(id)" />
<el-col>
<el-tabs>
<el-tab-pane label="基本信息">
<!-- TODO wanwan这个 ml-2 是不是可以优化下不要整个左移而是里面的内容有个几 px 的偏移不顶在框里 -->
<ContactDetails class="ml-2" :contact="contact" />
<el-tab-pane label="详细资料">
<ContactDetailsInfo :contact="contact" />
</el-tab-pane>
<el-tab-pane label="跟进记录" lazy> 跟进记录</el-tab-pane>
<el-tab-pane label="商机" lazy> 商机</el-tab-pane>
<el-tab-pane label="附件" lazy> 附件</el-tab-pane>
<!-- TODO wanwan 以下标签上的数量需要接口统计返回 -->
<el-tab-pane label="操作记录" lazy>
<template #label> 操作记录<el-badge :value="12" class="item" type="primary" /> </template>
操作记录
<el-tab-pane label="操作日志" lazy>TODO 待开发</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>
<el-tab-pane label="商机" lazy>
<BusinessList :biz-id="contact.id!" :biz-type="BizTypeEnum.CRM_CONTACT"/>
</el-tab-pane>
</el-tabs>
</el-col>
<!-- 表单弹窗添加/修改 -->
<ContactForm ref="formRef" @success="getContactData(id)" />
</template>
<script setup lang="ts">
import { ElMessage } from 'element-plus'
import { useTagsViewStore } from '@/store/modules/tagsView'
import * as ContactApi from '@/api/crm/contact'
import ContactBasicInfo from '@/views/crm/contact/detail/ContactBasicInfo.vue'
import ContactDetails from '@/views/crm/contact/detail/ContactDetails.vue'
import ContactForm from '@/views/crm/contact/ContactForm.vue'
import { formatDate } from '@/utils/formatTime'
// TODO review
import ContactDetailsHeader from '@/views/crm/contact/detail/ContactDetailsHeader.vue'
import ContactDetailsInfo from '@/views/crm/contact/detail/ContactDetailsInfo.vue'
import BusinessList from '@/views/crm/contactBusinessLink/components/BusinessListByContact.vue' //
import PermissionList from '@/views/crm/permission/components/PermissionList.vue' //
import { BizTypeEnum } from '@/api/crm/permission'
defineOptions({ name: 'CrmContactDetail' })
const { delView } = useTagsViewStore() //
const route = useRoute()
const { currentRoute } = useRouter() //
@ -114,12 +47,6 @@ const getContactData = async (id: number) => {
loading.value = false
}
}
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
}
/**
* 初始化
*/

View File

@ -0,0 +1,144 @@
<template>
<Dialog :title="dialogTitle" v-model="dialogVisible">
<ContentWrap>
<!-- 搜索工作栏 -->
<el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef"
:inline="true"
label-width="68px"
>
<el-form-item label="商机名称" prop="name">
<el-input
v-model="queryParams.name"
placeholder="请输入商机名称"
clearable
@keyup.enter="handleQuery"
class="!w-240px"
/>
</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()" v-hasPermi="['crm:business:create']">
<Icon icon="ep:plus" class="mr-5px" /> 新增
</el-button>
</el-form-item>
</el-form>
</ContentWrap>
<!-- 列表 -->
<ContentWrap class="mt-10px">
<el-table v-loading="loading" ref="businessRef" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column type="selection" width="55" />
<el-table-column label="商机名称" fixed="left" align="center" prop="name">
<template #default="scope">
<el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
{{ scope.row.name }}
</el-link>
</template>
</el-table-column>
<el-table-column label="商机金额" align="center" prop="price" :formatter="fenToYuanFormat" />
<el-table-column label="客户名称" align="center" prop="customerName" />
<el-table-column label="商机组" align="center" prop="statusTypeName" />
<el-table-column label="商机阶段" align="center" prop="statusName" />
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/>
</ContentWrap>
<template #footer>
<el-button @click="submitForm" type="primary" :disabled="formLoading"> </el-button>
<el-button @click="dialogVisible = false"> </el-button>
</template>
<!-- 表单弹窗添加 -->
<BusinessForm ref="formRef" @success="getList" />
</Dialog>
</template>
<script setup lang="ts">
import * as BusinessApi from '@/api/crm/business'
import BusinessForm from '../../business/BusinessForm.vue'
import { BizTypeEnum } from '@/api/crm/permission'
import { fenToYuanFormat } from '@/utils/formatter'
import * as ContactbusinesslinkApi from '@/api/crm/contactbusinesslink'
const message = useMessage() //
defineOptions({ name: 'CrmBusinessLinkContactList' })
const dialogVisible = ref(false) //
const dialogTitle = ref('') //
const loading = ref(true) //
const total = ref(0) //
const list = ref([]) //
const queryFormRef = ref() //
const formLoading = ref(false) // 12
const contactIdProp = ref(undefined)
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
name: undefined as unknown, // undefined + number
})
/** 打开弹窗 */
const open = async (contactId?: number) => {
dialogVisible.value = true
contactIdProp.value = contactId
getList()
}
defineExpose({ open }) // open
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
const data = await BusinessApi.getBusinessPage(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 重置按钮操作 */
const resetQuery = () => {
queryFormRef.value.resetFields()
handleQuery()
}
/** 添加操作 */
const formRef = ref()
const openForm = () => {
formRef.value.open('create')
}
/**关联商机提交 */
const emit = defineEmits(['success']) // success
const businessRef = ref()
const submitForm = async () =>{
if(businessRef.value.getSelectionRows().length === 0){
message.success('未选择商机')
}else{
const postData = ref<ContactbusinesslinkApi.ContactBusinessLinkVO[]>([])
businessRef.value.getSelectionRows().forEach(element => {
let data = {
id:undefined,
businessId : element.id,
contactId : contactIdProp.value
}
postData.value.push(data)
});
await ContactbusinesslinkApi.createContactBusinessLinkBatch(postData.value)
dialogVisible.value = false
emit('success')
}
}
/** 打开联系人详情 */
const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmBusinessDetail', params: { id } })
}
</script>

View File

@ -0,0 +1,140 @@
<template>
<!-- 操作栏 -->
<el-row justify="end">
<el-button @click="openForm">
<Icon class="mr-5px" icon="ep:opportunity" />
创建商机
</el-button>
<el-button @click="openBusinessLink">
关联
</el-button>
<el-button @click="deleteBusinessLink">
解除关联
</el-button>
</el-row>
<!-- 列表 -->
<ContentWrap class="mt-10px">
<el-table v-loading="loading" ref="businessRef" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column type="selection" width="55" />
<el-table-column label="商机名称" fixed="left" align="center" prop="name">
<template #default="scope">
<el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
{{ scope.row.name }}
</el-link>
</template>
</el-table-column>
<el-table-column label="商机金额" align="center" prop="price" :formatter="fenToYuanFormat" />
<el-table-column label="客户名称" align="center" prop="customerName" />
<el-table-column label="商机组" align="center" prop="statusTypeName" />
<el-table-column label="商机阶段" align="center" prop="statusName" />
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/>
</ContentWrap>
<!-- 表单弹窗添加 -->
<BusinessForm ref="formRef" @success="getList"/>
<!---->
<BusinessLink ref="businessLinkRef" @success="getList"/>
</template>
<script setup lang="ts">
import * as ContactBusinessLinkApi from '@/api/crm/contactbusinesslink'
import BusinessForm from '../../business/BusinessForm.vue'
import { BizTypeEnum } from '@/api/crm/permission'
import { fenToYuanFormat } from '@/utils/formatter'
import BusinessLink from './BusinessLinkContactList.vue'
const message = useMessage() //
defineOptions({ name: 'CrmBusinessContactList' })
const props = defineProps<{
bizType: number //
bizId: number //
}>()
const loading = ref(true) //
const total = ref(0) //
const list = ref([]) //
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
contactId: undefined as unknown // undefined + number
})
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
//
queryParams.contactId = undefined
//
let data = { list: [], total: 0 }
switch (props.bizType) {
case BizTypeEnum.CRM_CONTACT:
queryParams.contactId = props.bizId
data = await ContactBusinessLinkApi.getBusinessByContactPage(queryParams)
break
default:
return
}
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 添加操作 */
const formRef = ref()
const openForm = () => {
formRef.value.open('create')
}
/** 关联操作 */
const businessLinkRef = ref()
const openBusinessLink = () => {
businessLinkRef.value.open(props.bizId)
}
/**解除关联 */
const businessRef = ref()
const deleteBusinessLink = async () => {
if(businessRef.value.getSelectionRows().length === 0){
message.success('未选择商机')
}else{
const postData = ref<ContactBusinessLinkApi.ContactBusinessLinkVO[]>([])
businessRef.value.getSelectionRows().forEach(element => {
let data = {
id:undefined,
businessId : element.id,
contactId : props.bizId
}
postData.value.push(data)
});
await ContactBusinessLinkApi.deleteContactBusinessLink(postData.value)
handleQuery()
}
}
/** 打开联系人详情 */
const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmBusinessDetail', params: { id } })
}
/** 监听打开的 bizId + bizType从而加载最新的列表 */
watch(
() => [props.bizId, props.bizType],
() => {
handleQuery()
},
{ immediate: true, deep: true }
)
</script>