!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

Author: YunaiV

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 })
+  }
+}

src/components/OperateLogV2/src/OperateLogV2.vue

@@ -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>
 // 时间线样式调整
 :deep(.el-timeline) {
-  margin: 10px 0 0 160px;
+  margin: 10px 0 0 110px;
 
   .el-timeline-item__wrapper {
     position: relative;

src/router/modules/remaining.ts

@@ -503,7 +503,7 @@ const remainingRouter: AppRouteRecordRaw[] = [
           title: '客户详情',
           noCache: true,
           hidden: true,
-          activeMenu: '/crm/customer'
+          activeMenu: '/crm/customer/index'
         },
         component: () => import('@/views/crm/customer/detail/index.vue')
       },

src/utils/dict.ts

@@ -1,8 +1,8 @@
 /**
  * 数据字典工具类
  */
-import { useDictStoreWithOut } from '@/store/modules/dict'
-import { ElementPlusInfoType } from '@/types/elementPlus'
+import {useDictStoreWithOut} from '@/store/modules/dict'
+import {ElementPlusInfoType} from '@/types/elementPlus'
 
 const dictStore = useDictStoreWithOut()
 
@@ -204,5 +204,6 @@ 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
 }

src/views/crm/contact/ContactForm.vue

@@ -1,25 +1,25 @@
 <template>
-  <Dialog :title="dialogTitle" v-model="dialogVisible" :width="820">
+  <Dialog v-model="dialogVisible" :title="dialogTitle" :width="820">
     <el-form
       ref="formRef"
+      v-loading="formLoading"
       :model="formData"
       :rules="formRules"
       label-width="110px"
-      v-loading="formLoading"
     >
       <el-row :gutter="20">
         <el-col :span="12">
           <el-form-item label="姓名" prop="name">
-            <el-input input-style="width:190px;" v-model="formData.name" placeholder="请输入姓名" />
+            <el-input v-model="formData.name" input-style="width:190px;" placeholder="请输入姓名" />
           </el-form-item>
         </el-col>
         <el-col :span="12">
           <el-form-item label="负责人" prop="ownerUserId">
             <el-select
               v-model="formData.ownerUserId"
+              lable-key="nickname"
               placeholder="请选择负责人"
               value-key="id"
-              lable-key="nickname"
             >
               <el-option
                 v-for="item in userList"
@@ -36,9 +36,9 @@
           <el-form-item label="客户名称" prop="customerName">
             <el-select
               v-model="formData.customerId"
+              lable-key="name"
               placeholder="请选择客户"
               value-key="id"
-              lable-key="name"
             >
               <el-option
                 v-for="item in customerList"
@@ -66,8 +66,8 @@
         <el-col :span="12">
           <el-form-item label="手机号" prop="mobile">
             <el-input
-              input-style="width:190px;"
               v-model="formData.mobile"
+              input-style="width:190px;"
               placeholder="请输入手机号"
             />
           </el-form-item>
@@ -82,8 +82,8 @@
         <el-col :span="12">
           <el-form-item label="邮箱" prop="email">
             <el-input
-              input-style="width:190px;"
               v-model="formData.email"
+              input-style="width:190px;"
               placeholder="请输入邮箱"
             />
           </el-form-item>
@@ -98,8 +98,8 @@
         <el-col :span="12">
           <el-form-item label="微信" prop="wechat">
             <el-input
-              input-style="width:190px;"
               v-model="formData.wechat"
+              input-style="width:190px;"
               placeholder="请输入微信"
             />
           </el-form-item>
@@ -108,9 +108,9 @@
           <el-form-item label="下次联系时间" prop="contactNextTime">
             <el-date-picker
               v-model="formData.contactNextTime"
+              placeholder="选择下次联系时间"
               type="datetime"
               value-format="x"
-              placeholder="选择下次联系时间"
             />
           </el-form-item>
         </el-col>
@@ -129,8 +129,8 @@
         <el-col :span="12">
           <el-form-item label="地址" prop="detailAddress">
             <el-input
-              input-style="width:190px;"
               v-model="formData.detailAddress"
+              input-style="width:190px;"
               placeholder="请输入地址"
             />
           </el-form-item>
@@ -143,16 +143,16 @@
               <el-option
                 v-for="item in allContactList"
                 :key="item.id"
+                :disabled="item.id == formData.id"
                 :label="item.name"
                 :value="item.id"
-                :disabled="item.id == formData.id"
               />
             </el-select>
           </el-form-item>
         </el-col>
         <el-col :span="12">
           <el-form-item label="职位" prop="post">
-            <el-input input-style="width:190px;" v-model="formData.post" placeholder="请输入职位" />
+            <el-input v-model="formData.post" input-style="width:190px;" placeholder="请输入职位" />
           </el-form-item>
         </el-col>
       </el-row>
@@ -180,14 +180,14 @@
       </el-row>
     </el-form>
     <template #footer>
-      <el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
+      <el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
       <el-button @click="dialogVisible = false">取 消</el-button>
     </template>
   </Dialog>
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
 import * as ContactApi from '@/api/crm/contact'
-import { DICT_TYPE, getIntDictOptions, getBoolDictOptions } from '@/utils/dict'
+import { DICT_TYPE, getBoolDictOptions, getIntDictOptions } from '@/utils/dict'
 import * as UserApi from '@/api/system/user'
 import * as CustomerApi from '@/api/crm/customer'
 import * as AreaApi from '@/api/system/area'
@@ -242,7 +242,7 @@ const open = async (type: string, id?: number) => {
   resetForm()
   allContactList.value = await ContactApi.getSimpleContactList()
   userList.value = await UserApi.getSimpleUserList()
-  customerList.value = await CustomerApi.queryAllList()
+  customerList.value = await CustomerApi.getSimpleCustomerList()
   areaList.value = await AreaApi.getAreaTree()
   // 修改时，设置数据
   if (id) {