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✨ CRM：完善商机的详情、跟进记录、操作日志、团队成员
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-12
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5 files changed

+248
-12
lines changed

‎src/api/crm/business/index.ts

Lines changed: 18 additions & 11 deletions
Original file line numberDiff line numberDiff line change
@@ -4,22 +4,29 @@ import { TransferReqVO } from '@/api/crm/customer'
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export interface BusinessVO {
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id: number
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name: string
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customerId: number
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customerName?: string
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followUpStatus: boolean
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contactLastTime: Date
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contactNextTime: Date
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ownerUserId: number
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ownerUserName?: string // 负责人的用户名称
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ownerUserDept?: string // 负责人的部门名称
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statusTypeId: number
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statusTypeName?: string
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statusId: number
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contactNextTime: Date
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customerId: number
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statusName?: string
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endStatus: number
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endRemark: string
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dealTime: Date
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price: number
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totalProductPrice: number
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totalPrice: number
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discountPercent: number
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productPrice: number
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remark: string
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ownerUserId: number
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roUserIds: string
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rwUserIds: string
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endStatus: number
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endRemark: string
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contactLastTime: Date
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followUpStatus: number
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creator: string // 创建人
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creatorName?: string // 创建人名称
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createTime: Date // 创建时间
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updateTime: Date // 更新时间
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}
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// 查询 CRM 商机列表

‎src/router/modules/remaining.ts

Lines changed: 11 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -104,7 +104,6 @@ const remainingRouter: AppRouteRecordRaw[] = [
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}
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]
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},
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{
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path: '/dict',
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component: Layout,
@@ -518,6 +517,17 @@ const remainingRouter: AppRouteRecordRaw[] = [
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},
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component: () => import('@/views/crm/customer/detail/index.vue')
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},
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{
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path: 'business/detail/:id',
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name: 'CrmBusinessDetail',
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meta: {
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title: '商机详情',
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noCache: true,
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hidden: true,
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activeMenu: '/crm/business'
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},
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component: () => import('@/views/crm/business/detail/index.vue')
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},
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{
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path: 'contract/detail/:id',
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name: 'CrmContractDetail',

‎src/views/crm/business/detail/BusinessDetailsHeader.vue

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Original file line numberDiff line numberDiff line change
@@ -0,0 +1,37 @@
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<template>
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<div>
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<div class="flex items-start justify-between">
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<div>
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<el-col>
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<el-row>
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<span class="text-xl font-bold">{{ business.name }}</span>
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</el-row>
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</el-col>
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</div>
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<div>
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<!-- 右上：按钮 -->
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<slot></slot>
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</div>
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</div>
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</div>
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<ContentWrap class="mt-10px">
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<el-descriptions :column="5" direction="vertical">
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<el-descriptions-item label="客户名称">{{ business.customerName }}</el-descriptions-item>
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<el-descriptions-item label="商机金额（元）">
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{{ erpPriceInputFormatter(business.totalPrice) }}
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</el-descriptions-item>
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<el-descriptions-item label="商机组">{{ business.statusTypeName }}</el-descriptions-item>
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<el-descriptions-item label="负责人">{{ business.ownerUserName }}</el-descriptions-item>
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<el-descriptions-item label="创建时间">
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{{ formatDate(business.createTime) }}
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</el-descriptions-item>
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</el-descriptions>
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</ContentWrap>
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</template>
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<script lang="ts" setup>
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import * as BusinessApi from '@/api/crm/business'
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import { formatDate } from '@/utils/formatTime'
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import { erpPriceInputFormatter } from '@/utils'
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const { business } = defineProps<{ business: BusinessApi.BusinessVO }>()
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</script>

‎src/views/crm/business/detail/BusinessDetailsInfo.vue

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@@ -0,0 +1,61 @@
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<template>
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<ContentWrap>
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<el-collapse v-model="activeNames">
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<el-collapse-item name="basicInfo">
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<template #title>
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<span class="text-base font-bold">基本信息</span>
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</template>
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<el-descriptions :column="4">
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<el-descriptions-item label="商机姓名">{{ business.name }}</el-descriptions-item>
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<el-descriptions-item label="客户名称">{{ business.customerName }}</el-descriptions-item>
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<el-descriptions-item label="商机金额（元）">
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{{ erpPriceInputFormatter(business.totalPrice) }}
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</el-descriptions-item>
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<el-descriptions-item label="预计成交日期">
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{{ formatDate(business.dealTime) }}
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</el-descriptions-item>
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<el-descriptions-item label="下次联系时间">
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{{ formatDate(business.contactNextTime) }}
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</el-descriptions-item>
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<el-descriptions-item label="商机状态组">
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{{ business.statusTypeName }}
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</el-descriptions-item>
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<el-descriptions-item label="商机阶段">{{ business.statusName }}</el-descriptions-item>
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<el-descriptions-item label="备注">{{ business.remark }}</el-descriptions-item>
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</el-descriptions>
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</el-collapse-item>
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<el-collapse-item name="systemInfo">
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<template #title>
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<span class="text-base font-bold">系统信息</span>
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</template>
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<el-descriptions :column="4">
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<el-descriptions-item label="负责人">{{ business.ownerUserName }}</el-descriptions-item>
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<el-descriptions-item label="最后跟进时间">
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{{ formatDate(business.contactLastTime) }}
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</el-descriptions-item>
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<el-descriptions-item label="">&nbsp;</el-descriptions-item>
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<el-descriptions-item label="">&nbsp;</el-descriptions-item>
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<el-descriptions-item label="创建人">{{ business.creatorName }}</el-descriptions-item>
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<el-descriptions-item label="创建时间">
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{{ formatDate(business.createTime) }}
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</el-descriptions-item>
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<el-descriptions-item label="更新时间">
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{{ formatDate(business.updateTime) }}
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</el-descriptions-item>
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</el-descriptions>
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</el-collapse-item>
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</el-collapse>
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</ContentWrap>
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</template>
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<script setup lang="ts">
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import * as BusinessApi from '@/api/crm/business'
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import { formatDate } from '@/utils/formatTime'
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import { erpPriceInputFormatter } from '@/utils'
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const { business } = defineProps<{
56+
business: BusinessApi.BusinessVO
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}>()
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// 展示的折叠面板
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const activeNames = ref(['basicInfo', 'systemInfo'])
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</script>

‎src/views/crm/business/detail/index.vue

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Original file line numberDiff line numberDiff line change
@@ -0,0 +1,121 @@
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<template>
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<BusinessDetailsHeader v-loading="loading" :business="business">
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<el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', business.id)">
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编辑
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</el-button>
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<el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transfer">
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转移
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</el-button>
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</BusinessDetailsHeader>
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<el-col>
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<el-tabs>
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<el-tab-pane label="跟进记录">
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<FollowUpList :biz-id="businessId" :biz-type="BizTypeEnum.CRM_BUSINESS" />
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</el-tab-pane>
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<el-tab-pane label="详细资料">
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<BusinessDetailsInfo :business="business" />
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</el-tab-pane>
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<el-tab-pane label="操作日志">
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<OperateLogV2 :log-list="logList" />
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</el-tab-pane>
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<el-tab-pane label="团队成员">
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<PermissionList
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ref="permissionListRef"
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:biz-id="business.id!"
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:biz-type="BizTypeEnum.CRM_BUSINESS"
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:show-action="true"
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@quit-team="close"
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/>
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</el-tab-pane>
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<el-tab-pane label="商机" lazy>
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<BusinessList
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:biz-id="business.id!"
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:biz-type="BizTypeEnum.CRM_CONTACT"
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:customer-id="business.customerId"
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/>
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</el-tab-pane>
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</el-tabs>
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</el-col>
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<!-- 表单弹窗：添加/修改 -->
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<ContactForm ref="formRef" @success="getContact(business.id)" />
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<CrmTransferForm ref="transferFormRef" @success="close" />
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</template>
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<script lang="ts" setup>
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import { useTagsViewStore } from '@/store/modules/tagsView'
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import * as ContactApi from '@/api/crm/contact'
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import * as BusinessApi from '@/api/crm/business'
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import BusinessDetailsHeader from './BusinessDetailsHeader.vue'
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import BusinessDetailsInfo from './BusinessDetailsInfo.vue'
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import BusinessList from '@/views/crm/business/components/BusinessList.vue' // 商机列表
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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 { BizTypeEnum } from '@/api/crm/permission'
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import { OperateLogV2VO } from '@/api/system/operatelog'
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import { getOperateLogPage } from '@/api/crm/operateLog'
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import ContactForm from '@/views/crm/contact/ContactForm.vue'
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import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
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import FollowUpList from '@/views/crm/followup/index.vue'
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defineOptions({ name: 'CrmBusinessDetail' })
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const message = useMessage()
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const businessId = ref(0) // 线索编号
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const loading = ref(true) // 加载中
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const business = ref<ContactApi.ContactVO>({} as ContactApi.ContactVO) // 联系人详情
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const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
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/** 获取详情 */
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const getContact = async (id: number) => {
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loading.value = true
70+
try {
71+
business.value = await BusinessApi.getBusiness(id)
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await getOperateLog(id)
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} finally {
74+
loading.value = false
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}
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}
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/** 编辑 */
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const formRef = ref()
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const openForm = (type: string, id?: number) => {
81+
formRef.value.open(type, id)
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}
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84+
/** 联系人转移 */
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const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 联系人转移表单 ref
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const transfer = () => {
87+
transferFormRef.value?.open('商机转移', business.value.id, BusinessApi.transferBusiness)
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}
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/** 获取操作日志 */
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const logList = ref<OperateLogV2VO[]>([]) // 操作日志列表
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const getOperateLog = async (contactId: number) => {
93+
if (!contactId) {
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return
95+
}
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const data = await getOperateLogPage({
97+
bizType: BizTypeEnum.CRM_BUSINESS,
98+
bizId: contactId
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})
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logList.value = data.list
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}
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/** 关闭窗口 */
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const { delView } = useTagsViewStore() // 视图操作
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const { currentRoute } = useRouter() // 路由
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const close = () => {
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delView(unref(currentRoute))
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}
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/** 初始化 */
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const { params } = useRoute()
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onMounted(async () => {
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if (!params.id) {
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message.warning('参数错误，商机不能为空！')
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close()
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return
117+
}
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businessId.value = params.id as unknown as number
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await getContact(businessId.value)
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})
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</script>

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