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新增客户跟进
This commit is contained in:
puhui999
136
src/views/crm/followup/FollowUpRecordForm.vue
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136
src/views/crm/followup/FollowUpRecordForm.vue
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@@ -0,0 +1,136 @@
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<template>
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<Dialog v-model="dialogVisible" :title="dialogTitle" width="50%">
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<el-form
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ref="formRef"
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v-loading="formLoading"
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:model="formData"
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:rules="formRules"
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label-width="120px"
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>
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<el-row>
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<el-col :span="12">
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<el-form-item label="跟进类型" prop="type">
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<el-select v-model="formData.type" placeholder="请选择跟进类型">
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="下次联系时间" prop="nextTime">
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<el-date-picker
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v-model="formData.nextTime"
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placeholder="选择下次联系时间"
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type="date"
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value-format="x"
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/>
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="跟进内容" prop="content">
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<Editor v-model="formData.content" height="300px" />
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="关联联系人" prop="contactIds">
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<el-button @click="submitForm">
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<Icon class="mr-5px" icon="ep:plus" />
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选择添加联系人
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</el-button>
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<contact-list v-model:contactIds="formData.contactIds" />
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="关联商机" prop="businessIds">
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<el-button @click="submitForm">
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<Icon class="mr-5px" icon="ep:plus" />
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选择添加商机
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</el-button>
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<business-list v-model:businessIds="formData.businessIds" />
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</el-form-item>
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</el-col>
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</el-row>
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</el-form>
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<template #footer>
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<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
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<el-button @click="dialogVisible = false">取 消</el-button>
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</template>
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</Dialog>
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</template>
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<script lang="ts" setup>
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
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import { BusinessList, ContactList } from './components'
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/** 跟进记录 表单 */
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defineOptions({ name: 'FollowUpRecordForm' })
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const { t } = useI18n() // 国际化
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const message = useMessage() // 消息弹窗
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const dialogVisible = ref(false) // 弹窗的是否展示
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const dialogTitle = ref('') // 弹窗的标题
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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
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const formType = ref('') // 表单的类型：create - 新增；update - 修改
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const formData = ref<FollowUpRecordVO>({} as FollowUpRecordVO)
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const formRules = reactive({
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type: [{ required: true, message: '跟进类型不能为空', trigger: 'change' }],
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content: [{ required: true, message: '跟进内容不能为空', trigger: 'blur' }],
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nextTime: [{ required: true, message: '下次联系时间不能为空', trigger: 'blur' }]
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})
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const formRef = ref() // 表单 Ref
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/** 打开弹窗 */
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const open = async (bizType: number, bizId: number, type: string, id?: number) => {
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dialogVisible.value = true
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dialogTitle.value = t('action.' + type)
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formType.value = type
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resetForm()
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formData.value.bizType = bizType
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formData.value.bizId = bizId
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// 修改时，设置数据
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if (id) {
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formLoading.value = true
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try {
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formData.value = await FollowUpRecordApi.getFollowUpRecord(id)
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} finally {
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formLoading.value = false
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}
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}
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}
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defineExpose({ open }) // 提供 open 方法，用于打开弹窗
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/** 提交表单 */
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const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
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const submitForm = async () => {
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// 校验表单
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await formRef.value.validate()
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// 提交请求
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formLoading.value = true
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try {
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const data = formData.value as unknown as FollowUpRecordVO
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if (formType.value === 'create') {
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await FollowUpRecordApi.createFollowUpRecord(data)
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message.success(t('common.createSuccess'))
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} else {
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await FollowUpRecordApi.updateFollowUpRecord(data)
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message.success(t('common.updateSuccess'))
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}
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dialogVisible.value = false
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// 发送操作成功的事件
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emit('success')
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} finally {
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formLoading.value = false
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}
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}
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/** 重置表单 */
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const resetForm = () => {
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formRef.value?.resetFields()
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formData.value = {} as FollowUpRecordVO
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}
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</script>
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71
src/views/crm/followup/components/BusinessList.vue
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71
src/views/crm/followup/components/BusinessList.vue
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@@ -0,0 +1,71 @@
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<template>
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<el-table :data="list" :show-overflow-tooltip="true" :stripe="true" height="200">
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<el-table-column align="center" label="商机名称" prop="name" />
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<el-table-column align="center" label="客户名称" prop="customerName" />
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<el-table-column align="center" label="商机金额" prop="price" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="预计成交日期"
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prop="dealTime"
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width="120px"
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/>
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<el-table-column align="center" label="商机状态类型" prop="statusTypeName" width="120" />
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<el-table-column align="center" label="商机状态" prop="statusName" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="更新时间"
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prop="updateTime"
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width="180px"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="创建时间"
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prop="createTime"
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width="180px"
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/>
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<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
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<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
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<el-table-column align="center" label="备注" prop="remark" />
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<el-table-column align="center" fixed="right" label="操作" width="130">
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<template #default="scope">
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<el-button link type="danger" @click="handleDelete(scope.row.id)"> 移除</el-button>
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</template>
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</el-table-column>
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</el-table>
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</template>
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<script lang="ts" setup>
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import { dateFormatter } from '@/utils/formatTime'
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import * as BusinessApi from '@/api/crm/business'
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defineOptions({ name: 'BusinessList' })
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const props = withDefaults(defineProps<{ businessIds: number[] }>(), {
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businessIds: () => []
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})
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const list = ref<BusinessApi.BusinessVO[]>([] as BusinessApi.BusinessVO[])
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watch(
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() => props.businessIds,
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(val) => {
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if (!val || val.length === 0) {
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return
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}
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list.value = BusinessApi.getBusinessListByIds(val) as unknown as BusinessApi.BusinessVO[]
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}
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)
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const emits = defineEmits<{
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(e: 'update:businessIds', businessIds: number[]): void
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}>()
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const handleDelete = (id: number) => {
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const index = list.value.findIndex((item) => item.id === id)
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if (index !== -1) {
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list.value.splice(index, 1)
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}
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emits(
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'update:businessIds',
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list.value.map((item) => item.id)
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)
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}
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</script>
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79
src/views/crm/followup/components/BusinessListSelectForm.vue
Normal file
79
src/views/crm/followup/components/BusinessListSelectForm.vue
Normal file
@@ -0,0 +1,79 @@
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<template>
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<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
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="下次联系时间" prop="nextTime">
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<el-date-picker
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v-model="formData.nextTime"
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placeholder="选择下次联系时间"
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type="date"
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value-format="x"
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/>
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</el-form-item>
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</el-col>
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</el-row>
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<template #footer>
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<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
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<el-button @click="dialogVisible = false">取 消</el-button>
|
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</template>
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</Dialog>
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</template>
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<script lang="ts" setup>
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/** 跟进记录 表单 */
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defineOptions({ name: 'BusinessListSelectForm' })
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const dialogVisible = ref(false) // 弹窗的是否展示
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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
|
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const formData = ref([])
|
||||
|
||||
/** 打开弹窗 */
|
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const open = async (type: string, id?: number) => {
|
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dialogVisible.value = true
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dialogTitle.value = t('action.' + type)
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formType.value = type
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resetForm()
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// 修改时，设置数据
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if (id) {
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formLoading.value = true
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try {
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formData.value = await FollowUpRecordApi.getFollowUpRecord(id)
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} finally {
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formLoading.value = false
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}
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}
|
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}
|
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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
|
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try {
|
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// 发送操作成功的事件
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emit('success')
|
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} finally {
|
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formLoading.value = false
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}
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}
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|
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/** 重置表单 */
|
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const resetForm = () => {
|
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formRef.value?.resetFields()
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}
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</script>
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92
src/views/crm/followup/components/ContactList.vue
Normal file
92
src/views/crm/followup/components/ContactList.vue
Normal file
@@ -0,0 +1,92 @@
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<template>
|
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<el-table :data="list" :show-overflow-tooltip="true" :stripe="true" height="200">
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<el-table-column align="center" fixed="left" label="姓名" prop="name" width="140" />
|
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<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="120" />
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<el-table-column align="center" label="手机" prop="mobile" width="120" />
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<el-table-column align="center" label="电话" prop="telephone" width="120" />
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<el-table-column align="center" label="邮箱" prop="email" width="120" />
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<el-table-column align="center" label="职位" prop="post" width="120" />
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<el-table-column align="center" label="地址" prop="detailAddress" width="120" />
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<el-table-column
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:formatter="dateFormatter"
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||||
align="center"
|
||||
label="下次联系时间"
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prop="contactNextTime"
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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" />
|
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</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>
|
||||
Reference in New Issue
Block a user