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联系人商机功能

zyna 1 年之前
父节点
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ba49b2851c

+ 47 - 0
src/api/crm/contactbusinesslink/index.ts

@@ -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 })
+}

+ 0 - 24
src/views/crm/contact/detail/ContactBasicInfo.vue

@@ -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 芋艿:后面在 review 么?
-import * as ContactApi from '@/api/crm/contact'
-
-const { contact } = defineProps<{ contact: ContactApi.ContactVO }>()
-</script>

+ 57 - 0
src/views/crm/contact/detail/ContactDetailsHeader.vue

@@ -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'
+
+//操作修改
+const formRef = ref()
+const openForm = (type: string, id?: number) => {
+  formRef.value.open(type, id)
+}
+const { contact } = defineProps<{ contact: ContactApi.ContactVO }>()
+const emit = defineEmits(['refresh']) // 定义 success 事件,用于操作成功后的回调
+</script>

+ 0 - 0
src/views/crm/contact/detail/ContactDetails.vue → src/views/crm/contact/detail/ContactDetailsInfo.vue


+ 15 - 88
src/views/crm/contact/detail/index.vue

@@ -1,99 +1,32 @@
 <template>
-  <!-- TODO 芋艿:要不要把 3 到 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 芋艿:后面在 review 么?
+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' // 商机列表
+import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表(权限)
+import { BizTypeEnum } from '@/api/crm/permission'
 
 defineOptions({ name: 'CrmContactDetail' })
-
 const { delView } = useTagsViewStore() // 视图操作
 const route = useRoute()
 const { currentRoute } = useRouter() // 路由
@@ -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
  */

+ 144 - 0
src/views/crm/contactBusinessLink/components/BusinessLinkContactList.vue

@@ -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">确 定</el-button>
+      <el-button @click="dialogVisible = false">取 消</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() // 消息弹窗
+defineOptions({ name: 'CrmBusinessLinkContactList' })
+const dialogVisible = ref(false) // 弹窗的是否展示
+const dialogTitle = ref('') // 弹窗的标题
+const loading = ref(true) // 列表的加载中
+const total = ref(0) // 列表的总页数
+const list = ref([]) // 列表的数据
+const queryFormRef = ref() // 搜索的表单
+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 contactIdProp = ref(undefined)
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  name: undefined as unknown, // 允许 undefined + number
+})
+/** 打开弹窗 */
+const open = async (contactId?: number) => {
+  dialogVisible.value = true
+  contactIdProp.value = contactId
+  getList()
+}
+defineExpose({ open }) // 提供 open 方法,用于打开弹窗
+/** 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']) // 定义 success 事件,用于操作成功后的回调
+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>

+ 140 - 0
src/views/crm/contactBusinessLink/components/BusinessListByContact.vue

@@ -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() // 消息弹窗
+defineOptions({ name: 'CrmBusinessContactList' })
+const props = defineProps<{
+  bizType: number // 业务类型
+  bizId: number // 业务编号
+}>()
+
+const loading = ref(true) // 列表的加载中
+const total = ref(0) // 列表的总页数
+const list = ref([]) // 列表的数据
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  contactId: undefined as unknown // 允许 undefined + number
+})
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    // 置空参数
+    queryParams.contactId = undefined
+    // 执行查询
+    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>

+ 0 - 0
src/views/crm/contactBusinessLink/index.vue