新增客户跟进
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/*
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* @Author: zyna
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* @Date: 2023-12-02 13:08:56
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* @LastEditTime: 2023-12-17 16:28:20
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* @FilePath: \yudao-ui-admin-vue3\src\api\crm\business\index.ts
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* @Description:
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*/
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import request from '@/config/axios'
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import request from '@/config/axios'
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export interface BusinessVO {
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export interface BusinessVO {
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@ -67,3 +60,8 @@ export const exportBusiness = async (params) => {
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export const getBusinessPageByContact = async (params) => {
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export const getBusinessPageByContact = async (params) => {
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return await request.get({ url: `/crm/business/page-by-contact`, params })
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return await request.get({ url: `/crm/business/page-by-contact`, params })
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}
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}
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// 获得 CRM 商机列表
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export const getBusinessListByIds = async (val: number[]) => {
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return await request.get({ url: '/crm/business/list-by-ids', params: { ids: val } })
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}
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@ -71,6 +71,11 @@ export const getSimpleContactList = async () => {
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return await request.get({ url: `/crm/contact/simple-all-list` })
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return await request.get({ url: `/crm/contact/simple-all-list` })
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}
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}
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// 获得 CRM 联系人列表
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export const getContactListByIds = async (val: number[]) => {
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return await request.get({ url: '/crm/contact/list-by-ids', params: { ids: val } })
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}
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// 批量新增联系人商机关联
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// 批量新增联系人商机关联
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export const createContactBusinessList = async (data: ContactBusinessReqVO) => {
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export const createContactBusinessList = async (data: ContactBusinessReqVO) => {
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return await request.post({ url: `/crm/contact/create-business-list`, data })
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return await request.post({ url: `/crm/contact/create-business-list`, data })
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54
src/api/crm/followup/index.ts
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54
src/api/crm/followup/index.ts
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import request from '@/config/axios'
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// 跟进记录 VO
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export interface FollowUpRecordVO {
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// 编号
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id: number
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// 数据类型
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bizType: number
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// 数据编号
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bizId: number
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// 跟进类型
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type: number
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// 跟进内容
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content: string
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// 下次联系时间
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nextTime: Date
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// 关联的商机编号数组
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businessIds: number[]
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// 关联的联系人编号数组
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contactIds: number[]
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}
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// 跟进记录 API
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export const FollowUpRecordApi = {
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// 查询跟进记录分页
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getFollowUpRecordPage: async (params: any) => {
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return await request.get({ url: `/crm/follow-up-record/page`, params })
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},
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// 查询跟进记录详情
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getFollowUpRecord: async (id: number) => {
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return await request.get({ url: `/crm/follow-up-record/get?id=` + id })
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},
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// 新增跟进记录
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createFollowUpRecord: async (data: FollowUpRecordVO) => {
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return await request.post({ url: `/crm/follow-up-record/create`, data })
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},
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// 修改跟进记录
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updateFollowUpRecord: async (data: FollowUpRecordVO) => {
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return await request.put({ url: `/crm/follow-up-record/update`, data })
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},
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// 删除跟进记录
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deleteFollowUpRecord: async (id: number) => {
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return await request.delete({ url: `/crm/follow-up-record/delete?id=` + id })
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},
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// 导出跟进记录 Excel
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exportFollowUpRecord: async (params) => {
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return await request.download({ url: `/crm/follow-up-record/export-excel`, params })
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}
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}
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@ -1,6 +1,6 @@
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<template>
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<template>
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<!-- TODO @puhui999:左边不用有空隙哈 -->
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<!-- TODO @puhui999:左边不用有空隙哈 -->
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<div class="p-20px">
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<div class="pt-20px">
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<el-timeline>
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<el-timeline>
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<el-timeline-item
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<el-timeline-item
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v-for="(log, index) in logList"
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v-for="(log, index) in logList"
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@ -58,7 +58,7 @@ const getUserTypeColor = (type: number) => {
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<style lang="scss" scoped>
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<style lang="scss" scoped>
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// 时间线样式调整
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// 时间线样式调整
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:deep(.el-timeline) {
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:deep(.el-timeline) {
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margin: 10px 0 0 160px;
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margin: 10px 0 0 110px;
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.el-timeline-item__wrapper {
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.el-timeline-item__wrapper {
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position: relative;
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position: relative;
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@ -205,5 +205,6 @@ export enum DICT_TYPE {
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CRM_CUSTOMER_SOURCE = 'crm_customer_source',
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CRM_CUSTOMER_SOURCE = 'crm_customer_source',
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CRM_PRODUCT_STATUS = 'crm_product_status',
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CRM_PRODUCT_STATUS = 'crm_product_status',
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CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别
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CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别
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CRM_PRODUCT_UNIT = 'crm_product_unit' // 产品单位
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CRM_PRODUCT_UNIT = 'crm_product_unit', // 产品单位
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CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type' // 跟进方式
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}
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}
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<template>
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<template>
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<CustomerDetailsHeader :customer="customer" :loading="loading">
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<CustomerDetailsHeader :customer="customer" :loading="loading">
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<!-- @puhui999:返回是不是可以去掉哈,貌似用途可能不大 -->
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<el-button @click="close">返回</el-button>
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<!-- TODO puhui999: 按钮数据权限收尾统一完善,需要按权限分级和客户状态来动态显示匹配的按钮 -->
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<!-- TODO puhui999: 按钮数据权限收尾统一完善,需要按权限分级和客户状态来动态显示匹配的按钮 -->
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<el-button v-hasPermi="['crm:customer:update']" type="primary" @click="openForm">
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<el-button v-hasPermi="['crm:customer:update']" type="primary" @click="openForm">
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编辑
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编辑
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<el-button>更改成交状态</el-button>
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<el-button>更改成交状态</el-button>
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<el-button v-if="customer.lockStatus" @click="handleUnlock">解锁</el-button>
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<el-button v-if="customer.lockStatus" @click="handleUnlock">解锁</el-button>
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<el-button v-if="!customer.lockStatus" @click="handleLock">锁定</el-button>
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<el-button v-if="!customer.lockStatus" @click="handleLock">锁定</el-button>
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<el-button v-if="!customer.ownerUserId" type="primary" @click="receive">领取客户</el-button>
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<el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive">
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<el-button v-if="customer.ownerUserId" @click="putPool">客户放入公海</el-button>
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领取客户
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</el-button>
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<el-button v-if="customer.ownerUserId" @click="handlePutPool">客户放入公海</el-button>
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</CustomerDetailsHeader>
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</CustomerDetailsHeader>
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<el-col>
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<el-col>
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<el-tabs>
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<el-tabs>
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<el-tab-pane label="操作日志">
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<el-tab-pane label="操作日志">
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<OperateLogV2 :log-list="logList" />
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<OperateLogV2 :log-list="logList" />
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</el-tab-pane>
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</el-tab-pane>
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<el-tab-pane label="跟进">
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<FollowUpList :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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</el-tab-pane>
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<el-tab-pane label="联系人" lazy>
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<el-tab-pane label="联系人" lazy>
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<ContactList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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<ContactList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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</el-tab-pane>
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</el-tab-pane>
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@ -58,6 +61,7 @@ import BusinessList from '@/views/crm/business/components/BusinessList.vue' //
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import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
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import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
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import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
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import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
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import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表(权限)
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import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表(权限)
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import FollowUpList from '@/views/crm/followup/index.vue'
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import { BizTypeEnum } from '@/api/crm/permission'
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import { BizTypeEnum } from '@/api/crm/permission'
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import type { OperateLogV2VO } from '@/api/system/operatelog'
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import type { OperateLogV2VO } from '@/api/system/operatelog'
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@ -67,7 +71,7 @@ const customerId = ref(0) // 客户编号
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const loading = ref(true) // 加载中
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const loading = ref(true) // 加载中
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const message = useMessage() // 消息弹窗
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const message = useMessage() // 消息弹窗
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const { delView } = useTagsViewStore() // 视图操作
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const { delView } = useTagsViewStore() // 视图操作
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const { currentRoute, push } = useRouter() // 路由
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const { currentRoute } = useRouter() // 路由
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/** 获取详情 */
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/** 获取详情 */
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const customer = ref<CustomerApi.CustomerVO>({} as CustomerApi.CustomerVO) // 客户详情
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const customer = ref<CustomerApi.CustomerVO>({} as CustomerApi.CustomerVO) // 客户详情
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@ -106,9 +110,8 @@ const handleUnlock = async () => {
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await getCustomer()
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await getCustomer()
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}
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}
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// TODO @puhui999:下面两个方法的命名,也用 handleXXX 风格哈
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/** 领取客户 */
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/** 领取客户 */
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const receive = async () => {
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const handleReceive = async () => {
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await message.confirm(`确定领取客户【${customer.value.name}】 吗?`)
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await message.confirm(`确定领取客户【${customer.value.name}】 吗?`)
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await CustomerApi.receive([unref(customerId.value)])
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await CustomerApi.receive([unref(customerId.value)])
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message.success(`领取客户【${customer.value.name}】成功`)
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message.success(`领取客户【${customer.value.name}】成功`)
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@ -116,7 +119,7 @@ const receive = async () => {
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}
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}
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/** 客户放入公海 */
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/** 客户放入公海 */
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const putPool = async () => {
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const handlePutPool = async () => {
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await message.confirm(`确定将客户【${customer.value.name}】放入公海吗?`)
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await message.confirm(`确定将客户【${customer.value.name}】放入公海吗?`)
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await CustomerApi.putPool(unref(customerId.value))
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await CustomerApi.putPool(unref(customerId.value))
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message.success(`客户【${customer.value.name}】放入公海成功`)
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message.success(`客户【${customer.value.name}】放入公海成功`)
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@ -135,15 +138,13 @@ const getOperateLog = async () => {
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const close = () => {
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const close = () => {
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delView(unref(currentRoute))
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delView(unref(currentRoute))
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// TODO 先返回到客户列表
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push({ name: 'CrmCustomer' })
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}
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}
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/** 初始化 */
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/** 初始化 */
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const { params } = useRoute()
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const { params } = useRoute()
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onMounted(() => {
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onMounted(() => {
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if (!params.id) {
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if (!params.id) {
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ElMessage.warning('参数错误,客户不能为空!')
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message.warning('参数错误,客户不能为空!')
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close()
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close()
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return
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return
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}
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}
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<!-- 列表 -->
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<!-- 列表 -->
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<ContentWrap>
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<ContentWrap>
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<!-- TODO @puhui999:是不是就 3 重呀,我负责的,我参与的,我下属的 -->
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<el-tabs v-model="activeName" @tab-click="handleClick">
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<el-tabs v-model="activeName" @tab-click="handleClick">
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<el-tab-pane label="客户列表" name="1" />
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<el-tab-pane label="我负责的" name="1" />
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<el-tab-pane label="我负责的" name="2" />
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<el-tab-pane label="我参与的" name="2" />
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<el-tab-pane label="我关注的" name="3" />
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<el-tab-pane label="下属负责的" name="3" />
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<el-tab-pane label="我参与的" name="4" />
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<el-tab-pane label="下属负责的" name="5" />
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<el-tab-pane label="客户公海" name="6" />
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</el-tabs>
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</el-tabs>
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<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
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<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
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<el-table-column align="center" label="编号" prop="id" />
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<el-table-column align="center" label="编号" prop="id" />
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<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.dealStatus" />
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<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.dealStatus" />
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</template>
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</template>
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</el-table-column>
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</el-table-column>
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<!-- TODO @puhui999:距进入公海天数 -->
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<el-table-column align="center" label="距离进入公海" prop="poolDay">
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<template #default="scope"> {{ scope.row.poolDay }}天</template>
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</el-table-column>
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<el-table-column
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<el-table-column
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:formatter="dateFormatter"
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:formatter="dateFormatter"
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align="center"
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align="center"
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@ -251,43 +249,27 @@ const activeName = ref('1') // 列表 tab
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enum CrmSceneTypeEnum {
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enum CrmSceneTypeEnum {
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OWNER = 1,
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OWNER = 1,
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FOLLOW = 2,
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INVOLVED = 2,
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INVOLVED = 3,
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SUBORDINATE = 3
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SUBORDINATE = 4
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}
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}
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const handleClick = (tab: TabsPaneContext) => {
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const handleClick = (tab: TabsPaneContext) => {
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switch (tab.paneName) {
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switch (tab.paneName) {
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case '1':
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case '1':
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resetQuery()
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break
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case '2':
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resetQuery(() => {
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resetQuery(() => {
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queryParams.value.sceneType = CrmSceneTypeEnum.OWNER
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queryParams.value.sceneType = CrmSceneTypeEnum.OWNER
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})
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})
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break
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break
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case '3':
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case '2':
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resetQuery(() => {
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queryParams.value.sceneType = CrmSceneTypeEnum.FOLLOW
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})
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break
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// TODO @puhui999:这个貌似报错?
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case '4':
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resetQuery(() => {
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resetQuery(() => {
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queryParams.value.sceneType = CrmSceneTypeEnum.INVOLVED
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queryParams.value.sceneType = CrmSceneTypeEnum.INVOLVED
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})
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})
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break
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break
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case '5':
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case '3':
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resetQuery(() => {
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resetQuery(() => {
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queryParams.value.sceneType = CrmSceneTypeEnum.SUBORDINATE
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queryParams.value.sceneType = CrmSceneTypeEnum.SUBORDINATE
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})
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})
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break
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break
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// TODO @puhui999:公海单独一个菜单哈。
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case '6':
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resetQuery(() => {
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queryParams.value.pool = true
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})
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break
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}
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}
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}
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}
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136
src/views/crm/followup/FollowUpRecordForm.vue
Normal file
136
src/views/crm/followup/FollowUpRecordForm.vue
Normal file
@ -0,0 +1,136 @@
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<template>
|
||||||
|
<Dialog v-model="dialogVisible" :title="dialogTitle" width="50%">
|
||||||
|
<el-form
|
||||||
|
ref="formRef"
|
||||||
|
v-loading="formLoading"
|
||||||
|
:model="formData"
|
||||||
|
:rules="formRules"
|
||||||
|
label-width="120px"
|
||||||
|
>
|
||||||
|
<el-row>
|
||||||
|
<el-col :span="12">
|
||||||
|
<el-form-item label="跟进类型" prop="type">
|
||||||
|
<el-select v-model="formData.type" placeholder="请选择跟进类型">
|
||||||
|
<el-option
|
||||||
|
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
|
||||||
|
:key="dict.value"
|
||||||
|
:label="dict.label"
|
||||||
|
:value="dict.value"
|
||||||
|
/>
|
||||||
|
</el-select>
|
||||||
|
</el-form-item>
|
||||||
|
</el-col>
|
||||||
|
<el-col :span="12">
|
||||||
|
<el-form-item label="下次联系时间" prop="nextTime">
|
||||||
|
<el-date-picker
|
||||||
|
v-model="formData.nextTime"
|
||||||
|
placeholder="选择下次联系时间"
|
||||||
|
type="date"
|
||||||
|
value-format="x"
|
||||||
|
/>
|
||||||
|
</el-form-item>
|
||||||
|
</el-col>
|
||||||
|
<el-col :span="24">
|
||||||
|
<el-form-item label="跟进内容" prop="content">
|
||||||
|
<Editor v-model="formData.content" height="300px" />
|
||||||
|
</el-form-item>
|
||||||
|
</el-col>
|
||||||
|
<el-col :span="24">
|
||||||
|
<el-form-item label="关联联系人" prop="contactIds">
|
||||||
|
<el-button @click="submitForm">
|
||||||
|
<Icon class="mr-5px" icon="ep:plus" />
|
||||||
|
选择添加联系人
|
||||||
|
</el-button>
|
||||||
|
<contact-list v-model:contactIds="formData.contactIds" />
|
||||||
|
</el-form-item>
|
||||||
|
</el-col>
|
||||||
|
<el-col :span="24">
|
||||||
|
<el-form-item label="关联商机" prop="businessIds">
|
||||||
|
<el-button @click="submitForm">
|
||||||
|
<Icon class="mr-5px" icon="ep:plus" />
|
||||||
|
选择添加商机
|
||||||
|
</el-button>
|
||||||
|
<business-list v-model:businessIds="formData.businessIds" />
|
||||||
|
</el-form-item>
|
||||||
|
</el-col>
|
||||||
|
</el-row>
|
||||||
|
</el-form>
|
||||||
|
<template #footer>
|
||||||
|
<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
|
||||||
|
<el-button @click="dialogVisible = false">取 消</el-button>
|
||||||
|
</template>
|
||||||
|
</Dialog>
|
||||||
|
</template>
|
||||||
|
<script lang="ts" setup>
|
||||||
|
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
|
||||||
|
import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
|
||||||
|
import { BusinessList, ContactList } from './components'
|
||||||
|
|
||||||
|
/** 跟进记录 表单 */
|
||||||
|
defineOptions({ name: 'FollowUpRecordForm' })
|
||||||
|
|
||||||
|
const { t } = useI18n() // 国际化
|
||||||
|
const message = useMessage() // 消息弹窗
|
||||||
|
|
||||||
|
const dialogVisible = ref(false) // 弹窗的是否展示
|
||||||
|
const dialogTitle = ref('') // 弹窗的标题
|
||||||
|
const formLoading = ref(false) // 表单的加载中:1)修改时的数据加载;2)提交的按钮禁用
|
||||||
|
const formType = ref('') // 表单的类型:create - 新增;update - 修改
|
||||||
|
const formData = ref<FollowUpRecordVO>({} as FollowUpRecordVO)
|
||||||
|
const formRules = reactive({
|
||||||
|
type: [{ required: true, message: '跟进类型不能为空', trigger: 'change' }],
|
||||||
|
content: [{ required: true, message: '跟进内容不能为空', trigger: 'blur' }],
|
||||||
|
nextTime: [{ required: true, message: '下次联系时间不能为空', trigger: 'blur' }]
|
||||||
|
})
|
||||||
|
const formRef = ref() // 表单 Ref
|
||||||
|
|
||||||
|
/** 打开弹窗 */
|
||||||
|
const open = async (bizType: number, bizId: number, type: string, id?: number) => {
|
||||||
|
dialogVisible.value = true
|
||||||
|
dialogTitle.value = t('action.' + type)
|
||||||
|
formType.value = type
|
||||||
|
resetForm()
|
||||||
|
formData.value.bizType = bizType
|
||||||
|
formData.value.bizId = bizId
|
||||||
|
// 修改时,设置数据
|
||||||
|
if (id) {
|
||||||
|
formLoading.value = true
|
||||||
|
try {
|
||||||
|
formData.value = await FollowUpRecordApi.getFollowUpRecord(id)
|
||||||
|
} finally {
|
||||||
|
formLoading.value = false
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
defineExpose({ open }) // 提供 open 方法,用于打开弹窗
|
||||||
|
|
||||||
|
/** 提交表单 */
|
||||||
|
const emit = defineEmits(['success']) // 定义 success 事件,用于操作成功后的回调
|
||||||
|
const submitForm = async () => {
|
||||||
|
// 校验表单
|
||||||
|
await formRef.value.validate()
|
||||||
|
// 提交请求
|
||||||
|
formLoading.value = true
|
||||||
|
try {
|
||||||
|
const data = formData.value as unknown as FollowUpRecordVO
|
||||||
|
if (formType.value === 'create') {
|
||||||
|
await FollowUpRecordApi.createFollowUpRecord(data)
|
||||||
|
message.success(t('common.createSuccess'))
|
||||||
|
} else {
|
||||||
|
await FollowUpRecordApi.updateFollowUpRecord(data)
|
||||||
|
message.success(t('common.updateSuccess'))
|
||||||
|
}
|
||||||
|
dialogVisible.value = false
|
||||||
|
// 发送操作成功的事件
|
||||||
|
emit('success')
|
||||||
|
} finally {
|
||||||
|
formLoading.value = false
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** 重置表单 */
|
||||||
|
const resetForm = () => {
|
||||||
|
formRef.value?.resetFields()
|
||||||
|
formData.value = {} as FollowUpRecordVO
|
||||||
|
}
|
||||||
|
</script>
|
71
src/views/crm/followup/components/BusinessList.vue
Normal file
71
src/views/crm/followup/components/BusinessList.vue
Normal file
@ -0,0 +1,71 @@
|
|||||||
|
<template>
|
||||||
|
<el-table :data="list" :show-overflow-tooltip="true" :stripe="true" height="200">
|
||||||
|
<el-table-column align="center" label="商机名称" prop="name" />
|
||||||
|
<el-table-column align="center" label="客户名称" prop="customerName" />
|
||||||
|
<el-table-column align="center" label="商机金额" prop="price" />
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="预计成交日期"
|
||||||
|
prop="dealTime"
|
||||||
|
width="120px"
|
||||||
|
/>
|
||||||
|
<el-table-column align="center" label="商机状态类型" prop="statusTypeName" width="120" />
|
||||||
|
<el-table-column align="center" label="商机状态" prop="statusName" />
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="更新时间"
|
||||||
|
prop="updateTime"
|
||||||
|
width="180px"
|
||||||
|
/>
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="创建时间"
|
||||||
|
prop="createTime"
|
||||||
|
width="180px"
|
||||||
|
/>
|
||||||
|
<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
|
||||||
|
<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
|
||||||
|
<el-table-column align="center" label="备注" prop="remark" />
|
||||||
|
<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>
|
||||||
|
</template>
|
||||||
|
|
||||||
|
<script lang="ts" setup>
|
||||||
|
import { dateFormatter } from '@/utils/formatTime'
|
||||||
|
import * as BusinessApi from '@/api/crm/business'
|
||||||
|
|
||||||
|
defineOptions({ name: 'BusinessList' })
|
||||||
|
const props = withDefaults(defineProps<{ businessIds: number[] }>(), {
|
||||||
|
businessIds: () => []
|
||||||
|
})
|
||||||
|
const list = ref<BusinessApi.BusinessVO[]>([] as BusinessApi.BusinessVO[])
|
||||||
|
watch(
|
||||||
|
() => props.businessIds,
|
||||||
|
(val) => {
|
||||||
|
if (!val || val.length === 0) {
|
||||||
|
return
|
||||||
|
}
|
||||||
|
list.value = BusinessApi.getBusinessListByIds(val) as unknown as BusinessApi.BusinessVO[]
|
||||||
|
}
|
||||||
|
)
|
||||||
|
const emits = defineEmits<{
|
||||||
|
(e: 'update:businessIds', businessIds: number[]): void
|
||||||
|
}>()
|
||||||
|
const handleDelete = (id: number) => {
|
||||||
|
const index = list.value.findIndex((item) => item.id === id)
|
||||||
|
if (index !== -1) {
|
||||||
|
list.value.splice(index, 1)
|
||||||
|
}
|
||||||
|
emits(
|
||||||
|
'update:businessIds',
|
||||||
|
list.value.map((item) => item.id)
|
||||||
|
)
|
||||||
|
}
|
||||||
|
</script>
|
79
src/views/crm/followup/components/BusinessListSelectForm.vue
Normal file
79
src/views/crm/followup/components/BusinessListSelectForm.vue
Normal file
@ -0,0 +1,79 @@
|
|||||||
|
<template>
|
||||||
|
<Dialog v-model="dialogVisible" :title="dialogTitle" width="50%">
|
||||||
|
<el-row>
|
||||||
|
<el-col :span="12">
|
||||||
|
<el-form-item label="跟进类型" prop="type">
|
||||||
|
<el-select v-model="formData.type" placeholder="请选择跟进类型">
|
||||||
|
<el-option
|
||||||
|
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
|
||||||
|
:key="dict.value"
|
||||||
|
:label="dict.label"
|
||||||
|
:value="dict.value"
|
||||||
|
/>
|
||||||
|
</el-select>
|
||||||
|
</el-form-item>
|
||||||
|
</el-col>
|
||||||
|
<el-col :span="12">
|
||||||
|
<el-form-item label="下次联系时间" prop="nextTime">
|
||||||
|
<el-date-picker
|
||||||
|
v-model="formData.nextTime"
|
||||||
|
placeholder="选择下次联系时间"
|
||||||
|
type="date"
|
||||||
|
value-format="x"
|
||||||
|
/>
|
||||||
|
</el-form-item>
|
||||||
|
</el-col>
|
||||||
|
</el-row>
|
||||||
|
<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>
|
||||||
|
/** 跟进记录 表单 */
|
||||||
|
defineOptions({ name: 'BusinessListSelectForm' })
|
||||||
|
|
||||||
|
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 formData = ref([])
|
||||||
|
|
||||||
|
/** 打开弹窗 */
|
||||||
|
const open = async (type: string, id?: number) => {
|
||||||
|
dialogVisible.value = true
|
||||||
|
dialogTitle.value = t('action.' + type)
|
||||||
|
formType.value = type
|
||||||
|
resetForm()
|
||||||
|
// 修改时,设置数据
|
||||||
|
if (id) {
|
||||||
|
formLoading.value = true
|
||||||
|
try {
|
||||||
|
formData.value = await FollowUpRecordApi.getFollowUpRecord(id)
|
||||||
|
} finally {
|
||||||
|
formLoading.value = false
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
defineExpose({ open }) // 提供 open 方法,用于打开弹窗
|
||||||
|
|
||||||
|
/** 提交表单 */
|
||||||
|
const emit = defineEmits(['success']) // 定义 success 事件,用于操作成功后的回调
|
||||||
|
const submitForm = async () => {
|
||||||
|
// 校验表单
|
||||||
|
await formRef.value.validate()
|
||||||
|
// 提交请求
|
||||||
|
formLoading.value = true
|
||||||
|
try {
|
||||||
|
// 发送操作成功的事件
|
||||||
|
emit('success')
|
||||||
|
} finally {
|
||||||
|
formLoading.value = false
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** 重置表单 */
|
||||||
|
const resetForm = () => {
|
||||||
|
formRef.value?.resetFields()
|
||||||
|
}
|
||||||
|
</script>
|
92
src/views/crm/followup/components/ContactList.vue
Normal file
92
src/views/crm/followup/components/ContactList.vue
Normal file
@ -0,0 +1,92 @@
|
|||||||
|
<template>
|
||||||
|
<el-table :data="list" :show-overflow-tooltip="true" :stripe="true" height="200">
|
||||||
|
<el-table-column align="center" fixed="left" label="姓名" prop="name" width="140" />
|
||||||
|
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120" />
|
||||||
|
<el-table-column align="center" label="手机" prop="mobile" width="120" />
|
||||||
|
<el-table-column align="center" label="电话" prop="telephone" width="120" />
|
||||||
|
<el-table-column align="center" label="邮箱" prop="email" width="120" />
|
||||||
|
<el-table-column align="center" label="职位" prop="post" width="120" />
|
||||||
|
<el-table-column align="center" label="地址" prop="detailAddress" width="120" />
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="下次联系时间"
|
||||||
|
prop="contactNextTime"
|
||||||
|
width="180px"
|
||||||
|
/>
|
||||||
|
<el-table-column align="center" label="关键决策人" prop="master" width="100">
|
||||||
|
<template #default="scope">
|
||||||
|
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
|
||||||
|
</template>
|
||||||
|
</el-table-column>
|
||||||
|
<el-table-column align="center" label="直属上级" prop="parentName" width="140" />
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="最后跟进时间"
|
||||||
|
prop="contactLastTime"
|
||||||
|
width="180px"
|
||||||
|
/>
|
||||||
|
<el-table-column align="center" label="性别" prop="sex">
|
||||||
|
<template #default="scope">
|
||||||
|
<dict-tag :type="DICT_TYPE.SYSTEM_USER_SEX" :value="scope.row.sex" />
|
||||||
|
</template>
|
||||||
|
</el-table-column>
|
||||||
|
<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
|
||||||
|
<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="更新时间"
|
||||||
|
prop="updateTime"
|
||||||
|
width="180px"
|
||||||
|
/>
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="创建时间"
|
||||||
|
prop="createTime"
|
||||||
|
width="180px"
|
||||||
|
/>
|
||||||
|
<el-table-column align="center" label="备注" prop="remark" />
|
||||||
|
<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>
|
||||||
|
</template>
|
||||||
|
|
||||||
|
<script lang="ts" setup>
|
||||||
|
import { dateFormatter } from '@/utils/formatTime'
|
||||||
|
import { DICT_TYPE } from '@/utils/dict'
|
||||||
|
import * as ContactApi from '@/api/crm/contact'
|
||||||
|
|
||||||
|
defineOptions({ name: 'ContactList' })
|
||||||
|
const props = withDefaults(defineProps<{ contactIds: number[] }>(), {
|
||||||
|
contactIds: () => []
|
||||||
|
})
|
||||||
|
const list = ref<ContactApi.ContactVO[]>([] as ContactApi.ContactVO[])
|
||||||
|
watch(
|
||||||
|
() => props.contactIds,
|
||||||
|
(val) => {
|
||||||
|
if (!val || val.length === 0) {
|
||||||
|
return
|
||||||
|
}
|
||||||
|
list.value = ContactApi.getContactListByIds(val) as unknown as ContactApi.ContactVO[]
|
||||||
|
}
|
||||||
|
)
|
||||||
|
const emits = defineEmits<{
|
||||||
|
(e: 'update:contactIds', contactIds: number[]): void
|
||||||
|
}>()
|
||||||
|
const handleDelete = (id: number) => {
|
||||||
|
const index = list.value.findIndex((item) => item.id === id)
|
||||||
|
if (index !== -1) {
|
||||||
|
list.value.splice(index, 1)
|
||||||
|
}
|
||||||
|
emits(
|
||||||
|
'update:contactIds',
|
||||||
|
list.value.map((item) => item.id)
|
||||||
|
)
|
||||||
|
}
|
||||||
|
</script>
|
4
src/views/crm/followup/components/index.ts
Normal file
4
src/views/crm/followup/components/index.ts
Normal file
@ -0,0 +1,4 @@
|
|||||||
|
import BusinessList from './BusinessList.vue'
|
||||||
|
import ContactList from './ContactList.vue'
|
||||||
|
|
||||||
|
export { BusinessList, ContactList }
|
135
src/views/crm/followup/index.vue
Normal file
135
src/views/crm/followup/index.vue
Normal file
@ -0,0 +1,135 @@
|
|||||||
|
<template>
|
||||||
|
<!-- 操作栏 -->
|
||||||
|
<el-row class="mb-10px" justify="end">
|
||||||
|
<el-button @click="openForm('create')">
|
||||||
|
<Icon class="mr-5px" icon="ep:edit" />
|
||||||
|
写跟进
|
||||||
|
</el-button>
|
||||||
|
</el-row>
|
||||||
|
<!-- 列表 -->
|
||||||
|
<ContentWrap>
|
||||||
|
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
|
||||||
|
<el-table-column align="center" label="编号" prop="id" />
|
||||||
|
<el-table-column align="center" label="跟进人" prop="creatorName" />
|
||||||
|
<el-table-column align="center" label="跟进类型" prop="type">
|
||||||
|
<template #default="scope">
|
||||||
|
<dict-tag :type="DICT_TYPE.CRM_FOLLOW_UP_TYPE" :value="scope.row.type" />
|
||||||
|
</template>
|
||||||
|
</el-table-column>
|
||||||
|
<el-table-column align="center" label="跟进内容" prop="content" />
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="下次联系时间"
|
||||||
|
prop="nextTime"
|
||||||
|
width="180px"
|
||||||
|
/>
|
||||||
|
<el-table-column align="center" label="关联联系人" prop="contactIds" />
|
||||||
|
<el-table-column align="center" label="关联商机" prop="businessIds" />
|
||||||
|
<el-table-column
|
||||||
|
:formatter="dateFormatter"
|
||||||
|
align="center"
|
||||||
|
label="创建时间"
|
||||||
|
prop="createTime"
|
||||||
|
width="180px"
|
||||||
|
/>
|
||||||
|
<el-table-column align="center" label="操作">
|
||||||
|
<template #default="scope">
|
||||||
|
<el-button
|
||||||
|
v-hasPermi="['crm:follow-up-record:update']"
|
||||||
|
link
|
||||||
|
type="primary"
|
||||||
|
@click="openForm('update', scope.row.id)"
|
||||||
|
>
|
||||||
|
编辑
|
||||||
|
</el-button>
|
||||||
|
<el-button
|
||||||
|
v-hasPermi="['crm:follow-up-record:delete']"
|
||||||
|
link
|
||||||
|
type="danger"
|
||||||
|
@click="handleDelete(scope.row.id)"
|
||||||
|
>
|
||||||
|
删除
|
||||||
|
</el-button>
|
||||||
|
</template>
|
||||||
|
</el-table-column>
|
||||||
|
</el-table>
|
||||||
|
<!-- 分页 -->
|
||||||
|
<Pagination
|
||||||
|
v-model:limit="queryParams.pageSize"
|
||||||
|
v-model:page="queryParams.pageNo"
|
||||||
|
:total="total"
|
||||||
|
@pagination="getList"
|
||||||
|
/>
|
||||||
|
</ContentWrap>
|
||||||
|
|
||||||
|
<!-- 表单弹窗:添加/修改 -->
|
||||||
|
<FollowUpRecordForm ref="formRef" @success="getList" />
|
||||||
|
</template>
|
||||||
|
|
||||||
|
<script lang="ts" setup>
|
||||||
|
import { dateFormatter } from '@/utils/formatTime'
|
||||||
|
import { DICT_TYPE } from '@/utils/dict'
|
||||||
|
import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
|
||||||
|
import FollowUpRecordForm from './FollowUpRecordForm.vue'
|
||||||
|
|
||||||
|
/** 跟进记录 列表 */
|
||||||
|
defineOptions({ name: 'FollowUpRecord' })
|
||||||
|
const props = defineProps<{
|
||||||
|
bizType: number
|
||||||
|
bizId: number
|
||||||
|
}>()
|
||||||
|
const message = useMessage() // 消息弹窗
|
||||||
|
const { t } = useI18n() // 国际化
|
||||||
|
|
||||||
|
const loading = ref(true) // 列表的加载中
|
||||||
|
const list = ref<FollowUpRecordVO[]>([]) // 列表的数据
|
||||||
|
// 列表的总页数
|
||||||
|
const total = ref(0)
|
||||||
|
const queryParams = reactive({
|
||||||
|
pageNo: 1,
|
||||||
|
pageSize: 10,
|
||||||
|
bizType: 0,
|
||||||
|
bizId: 0
|
||||||
|
})
|
||||||
|
|
||||||
|
/** 查询列表 */
|
||||||
|
const getList = async () => {
|
||||||
|
loading.value = true
|
||||||
|
try {
|
||||||
|
const data = await FollowUpRecordApi.getFollowUpRecordPage(queryParams)
|
||||||
|
list.value = data.list
|
||||||
|
total.value = data.total
|
||||||
|
} finally {
|
||||||
|
loading.value = false
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** 添加/修改操作 */
|
||||||
|
const formRef = ref<InstanceType<typeof FollowUpRecordForm>>()
|
||||||
|
const openForm = (type: string, id?: number) => {
|
||||||
|
formRef.value?.open(props.bizType, props.bizId, type, id)
|
||||||
|
}
|
||||||
|
|
||||||
|
/** 删除按钮操作 */
|
||||||
|
const handleDelete = async (id: number) => {
|
||||||
|
try {
|
||||||
|
// 删除的二次确认
|
||||||
|
await message.delConfirm()
|
||||||
|
// 发起删除
|
||||||
|
await FollowUpRecordApi.deleteFollowUpRecord(id)
|
||||||
|
message.success(t('common.delSuccess'))
|
||||||
|
// 刷新列表
|
||||||
|
await getList()
|
||||||
|
} catch {}
|
||||||
|
}
|
||||||
|
|
||||||
|
watch(
|
||||||
|
() => props.bizId,
|
||||||
|
() => {
|
||||||
|
queryParams.bizType = props.bizType
|
||||||
|
queryParams.bizId = props.bizId
|
||||||
|
getList()
|
||||||
|
}
|
||||||
|
)
|
||||||
|
</script>
|
Loading…
Reference in New Issue
Block a user