新增客户跟进

This commit is contained in:
puhui999 2024-01-14 00:00:50 +08:00
parent 1e68cd53a0
commit d29dfef7c7
13 changed files with 610 additions and 52 deletions

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@ -1,10 +1,3 @@
/*
* @Author: zyna
* @Date: 2023-12-02 13:08:56
* @LastEditTime: 2023-12-17 16:28:20
* @FilePath: \yudao-ui-admin-vue3\src\api\crm\business\index.ts
* @Description:
*/
import request from '@/config/axios'
export interface BusinessVO {
@ -67,3 +60,8 @@ export const exportBusiness = async (params) => {
export const getBusinessPageByContact = async (params) => {
return await request.get({ url: `/crm/business/page-by-contact`, params })
}
// 获得 CRM 商机列表
export const getBusinessListByIds = async (val: number[]) => {
return await request.get({ url: '/crm/business/list-by-ids', params: { ids: val } })
}

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@ -71,6 +71,11 @@ export const getSimpleContactList = async () => {
return await request.get({ url: `/crm/contact/simple-all-list` })
}
// 获得 CRM 联系人列表
export const getContactListByIds = async (val: number[]) => {
return await request.get({ url: '/crm/contact/list-by-ids', params: { ids: val } })
}
// 批量新增联系人商机关联
export const createContactBusinessList = async (data: ContactBusinessReqVO) => {
return await request.post({ url: `/crm/contact/create-business-list`, data })

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@ -0,0 +1,54 @@
import request from '@/config/axios'
// 跟进记录 VO
export interface FollowUpRecordVO {
// 编号
id: number
// 数据类型
bizType: number
// 数据编号
bizId: number
// 跟进类型
type: number
// 跟进内容
content: string
// 下次联系时间
nextTime: Date
// 关联的商机编号数组
businessIds: number[]
// 关联的联系人编号数组
contactIds: number[]
}
// 跟进记录 API
export const FollowUpRecordApi = {
// 查询跟进记录分页
getFollowUpRecordPage: async (params: any) => {
return await request.get({ url: `/crm/follow-up-record/page`, params })
},
// 查询跟进记录详情
getFollowUpRecord: async (id: number) => {
return await request.get({ url: `/crm/follow-up-record/get?id=` + id })
},
// 新增跟进记录
createFollowUpRecord: async (data: FollowUpRecordVO) => {
return await request.post({ url: `/crm/follow-up-record/create`, data })
},
// 修改跟进记录
updateFollowUpRecord: async (data: FollowUpRecordVO) => {
return await request.put({ url: `/crm/follow-up-record/update`, data })
},
// 删除跟进记录
deleteFollowUpRecord: async (id: number) => {
return await request.delete({ url: `/crm/follow-up-record/delete?id=` + id })
},
// 导出跟进记录 Excel
exportFollowUpRecord: async (params) => {
return await request.download({ url: `/crm/follow-up-record/export-excel`, params })
}
}

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@ -1,6 +1,6 @@
<template>
<!-- TODO @puhui999左边不用有空隙哈 -->
<div class="p-20px">
<div class="pt-20px">
<el-timeline>
<el-timeline-item
v-for="(log, index) in logList"
@ -58,7 +58,7 @@ const getUserTypeColor = (type: number) => {
<style lang="scss" scoped>
// 线
:deep(.el-timeline) {
margin: 10px 0 0 160px;
margin: 10px 0 0 110px;
.el-timeline-item__wrapper {
position: relative;

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@ -205,5 +205,6 @@ export enum DICT_TYPE {
CRM_CUSTOMER_SOURCE = 'crm_customer_source',
CRM_PRODUCT_STATUS = 'crm_product_status',
CRM_PERMISSION_LEVEL = 'crm_permission_level', // CRM 数据权限的级别
CRM_PRODUCT_UNIT = 'crm_product_unit' // 产品单位
CRM_PRODUCT_UNIT = 'crm_product_unit', // 产品单位
CRM_FOLLOW_UP_TYPE = 'crm_follow_up_type' // 跟进方式
}

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@ -1,7 +1,5 @@
<template>
<CustomerDetailsHeader :customer="customer" :loading="loading">
<!-- @puhui999返回是不是可以去掉哈貌似用途可能不大 -->
<el-button @click="close">返回</el-button>
<!-- 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 -->
<el-button v-hasPermi="['crm:customer:update']" type="primary" @click="openForm">
编辑
@ -12,8 +10,10 @@
<el-button>更改成交状态</el-button>
<el-button v-if="customer.lockStatus" @click="handleUnlock">解锁</el-button>
<el-button v-if="!customer.lockStatus" @click="handleLock">锁定</el-button>
<el-button v-if="!customer.ownerUserId" type="primary" @click="receive">领取客户</el-button>
<el-button v-if="customer.ownerUserId" @click="putPool">客户放入公海</el-button>
<el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive">
领取客户
</el-button>
<el-button v-if="customer.ownerUserId" @click="handlePutPool">客户放入公海</el-button>
</CustomerDetailsHeader>
<el-col>
<el-tabs>
@ -23,6 +23,9 @@
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
<el-tab-pane label="跟进">
<FollowUpList :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
<el-tab-pane label="联系人" lazy>
<ContactList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
@ -58,6 +61,7 @@ import BusinessList from '@/views/crm/business/components/BusinessList.vue' //
import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' //
import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' //
import PermissionList from '@/views/crm/permission/components/PermissionList.vue' //
import FollowUpList from '@/views/crm/followup/index.vue'
import { BizTypeEnum } from '@/api/crm/permission'
import type { OperateLogV2VO } from '@/api/system/operatelog'
@ -67,7 +71,7 @@ const customerId = ref(0) // 客户编号
const loading = ref(true) //
const message = useMessage() //
const { delView } = useTagsViewStore() //
const { currentRoute, push } = useRouter() //
const { currentRoute } = useRouter() //
/** 获取详情 */
const customer = ref<CustomerApi.CustomerVO>({} as CustomerApi.CustomerVO) //
@ -106,9 +110,8 @@ const handleUnlock = async () => {
await getCustomer()
}
// TODO @puhui999 handleXXX
/** 领取客户 */
const receive = async () => {
const handleReceive = async () => {
await message.confirm(`确定领取客户【${customer.value.name}】 吗?`)
await CustomerApi.receive([unref(customerId.value)])
message.success(`领取客户【${customer.value.name}】成功`)
@ -116,7 +119,7 @@ const receive = async () => {
}
/** 客户放入公海 */
const putPool = async () => {
const handlePutPool = async () => {
await message.confirm(`确定将客户【${customer.value.name}】放入公海吗?`)
await CustomerApi.putPool(unref(customerId.value))
message.success(`客户【${customer.value.name}】放入公海成功`)
@ -135,15 +138,13 @@ const getOperateLog = async () => {
const close = () => {
delView(unref(currentRoute))
// TODO
push({ name: 'CrmCustomer' })
}
/** 初始化 */
const { params } = useRoute()
onMounted(() => {
if (!params.id) {
ElMessage.warning('参数错误,客户不能为空!')
message.warning('参数错误,客户不能为空!')
close()
return
}

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@ -100,14 +100,10 @@
<!-- 列表 -->
<ContentWrap>
<!-- TODO @puhui999是不是就 3 重呀我负责的我参与的我下属的 -->
<el-tabs v-model="activeName" @tab-click="handleClick">
<el-tab-pane label="客户列表" name="1" />
<el-tab-pane label="我负责的" name="2" />
<el-tab-pane label="我关注的" name="3" />
<el-tab-pane label="我参与的" name="4" />
<el-tab-pane label="下属负责的" name="5" />
<el-tab-pane label="客户公海" name="6" />
<el-tab-pane label="我负责的" name="1" />
<el-tab-pane label="我参与的" name="2" />
<el-tab-pane label="下属负责的" name="3" />
</el-tabs>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="编号" prop="id" />
@ -149,7 +145,9 @@
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.dealStatus" />
</template>
</el-table-column>
<!-- TODO @puhui999距进入公海天数 -->
<el-table-column align="center" label="距离进入公海" prop="poolDay">
<template #default="scope"> {{ scope.row.poolDay }}</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
@ -251,43 +249,27 @@ const activeName = ref('1') // 列表 tab
enum CrmSceneTypeEnum {
OWNER = 1,
FOLLOW = 2,
INVOLVED = 3,
SUBORDINATE = 4
INVOLVED = 2,
SUBORDINATE = 3
}
const handleClick = (tab: TabsPaneContext) => {
switch (tab.paneName) {
case '1':
resetQuery()
break
case '2':
resetQuery(() => {
queryParams.value.sceneType = CrmSceneTypeEnum.OWNER
})
break
case '3':
resetQuery(() => {
queryParams.value.sceneType = CrmSceneTypeEnum.FOLLOW
})
break
// TODO @puhui999
case '4':
case '2':
resetQuery(() => {
queryParams.value.sceneType = CrmSceneTypeEnum.INVOLVED
})
break
case '5':
case '3':
resetQuery(() => {
queryParams.value.sceneType = CrmSceneTypeEnum.SUBORDINATE
})
break
// TODO @puhui999
case '6':
resetQuery(() => {
queryParams.value.pool = true
})
break
}
}

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@ -0,0 +1,136 @@
<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"> </el-button>
<el-button @click="dialogVisible = false"> </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() //
const message = useMessage() //
const dialogVisible = ref(false) //
const dialogTitle = ref('') //
const formLoading = ref(false) // 12
const formType = ref('') // create - update -
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() // 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
//
if (id) {
formLoading.value = true
try {
formData.value = await FollowUpRecordApi.getFollowUpRecord(id)
} finally {
formLoading.value = false
}
}
}
defineExpose({ open }) // open
/** 提交表单 */
const emit = defineEmits(['success']) // success
const submitForm = async () => {
//
await formRef.value.validate()
//
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
//
emit('success')
} finally {
formLoading.value = false
}
}
/** 重置表单 */
const resetForm = () => {
formRef.value?.resetFields()
formData.value = {} as FollowUpRecordVO
}
</script>

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@ -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>

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@ -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"> </el-button>
<el-button @click="dialogVisible = false"> </el-button>
</template>
</Dialog>
</template>
<script lang="ts" setup>
/** 跟进记录 表单 */
defineOptions({ name: 'BusinessListSelectForm' })
const dialogVisible = ref(false) //
const dialogTitle = ref('') //
const formLoading = ref(false) // 12
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()
//
if (id) {
formLoading.value = true
try {
formData.value = await FollowUpRecordApi.getFollowUpRecord(id)
} finally {
formLoading.value = false
}
}
}
defineExpose({ open }) // open
/** 提交表单 */
const emit = defineEmits(['success']) // success
const submitForm = async () => {
//
await formRef.value.validate()
//
formLoading.value = true
try {
//
emit('success')
} finally {
formLoading.value = false
}
}
/** 重置表单 */
const resetForm = () => {
formRef.value?.resetFields()
}
</script>

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@ -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>

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@ -0,0 +1,4 @@
import BusinessList from './BusinessList.vue'
import ContactList from './ContactList.vue'
export { BusinessList, ContactList }

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@ -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() //
const { t } = useI18n() //
const loading = ref(true) //
const list = ref<FollowUpRecordVO[]>([]) //
//
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 {
//
await message.delConfirm()
//
await FollowUpRecordApi.deleteFollowUpRecord(id)
message.success(t('common.delSuccess'))
//
await getList()
} catch {}
}
watch(
() => props.bizId,
() => {
queryParams.bizType = props.bizType
queryParams.bizId = props.bizId
getList()
}
)
</script>