!363 crm：新增跟进组件、转移表单组件封装，完善按钮数据权限控制、客户公海抽离

Merge pull request !363 from puhui999/dev-crm

src/api/crm/business/index.ts

@@ -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 {
@@ -43,6 +36,11 @@ export const getBusiness = async (id: number) => {
   return await request.get({ url: `/crm/business/get?id=` + id })
 }
 
+// 获得 CRM 商机列表（精简）
+export const getSimpleBusinessList = async () => {
+  return await request.get({ url: `/crm/business/simple-all-list` })
+}
+
 // 新增 CRM 商机
 export const createBusiness = async (data: BusinessVO) => {
   return await request.post({ url: `/crm/business/create`, data })
@@ -67,3 +65,8 @@ 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.join(',') } })
+}

src/api/crm/contact/index.ts

@@ -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.join(',') } })
+}
+
 // 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 })
@@ -84,4 +89,4 @@ export const deleteContactBusinessList = async (data: ContactBusinessReqVO) => {
 // 查询联系人操作日志
 export const getOperateLogPage = async (params: any) => {
   return await request.get({ url: '/crm/contact/operate-log-page', params })
-}
+}

src/api/crm/customer/index.ts

@@ -64,8 +64,8 @@ export const exportCustomer = async (params: any) => {
 }
 
 // 客户列表
-export const queryAllList = async () => {
-  return await request.get({ url: `/crm/customer/query-all-list` })
+export const getSimpleCustomerList = async () => {
+  return await request.get({ url: `/crm/customer/list-all-simple` })
 }
 
 // 查询客户操作日志
@@ -75,18 +75,28 @@ export const getOperateLogPage = async (id: number) => {
 
 // ======================= 业务操作 =======================
 
+export interface TransferReqVO {
+  id: number | undefined // 客户编号
+  newOwnerUserId: number | undefined // 新负责人的用户编号
+  oldOwnerPermissionLevel: number | undefined // 老负责人加入团队后的权限级别
+}
+
+// 客户转移
+export const transfer = async (data: TransferReqVO) => {
+  return await request.put({ url: '/crm/customer/transfer', data })
+}
+
 // 锁定/解锁客户
 export const lockCustomer = async (id: number, lockStatus: boolean) => {
   return await request.put({ url: `/crm/customer/lock`, data: { id, lockStatus } })
 }
 
-// TODO @puhui999：方法名，改成和后端一致哈
 // 领取公海客户
-export const receive = async (ids: any[]) => {
+export const receiveCustomer = async (ids: any[]) => {
   return await request.put({ url: '/crm/customer/receive', params: { ids: ids.join(',') } })
 }
 
 // 客户放入公海
-export const putPool = async (id: number) => {
+export const putCustomerPool = async (id: number) => {
   return await request.put({ url: `/crm/customer/put-pool?id=${id}` })
 }

src/api/crm/followup/index.ts

@@ -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 })
+  }
+}