CRM-客户：完善客户导入

Author: puhui999

src/api/crm/customer/index.ts

@@ -63,6 +63,11 @@ export const exportCustomer = async (params: any) => {
   return await request.download({ url: `/crm/customer/export-excel`, params })
 }
 
+// 下载客户导入模板
+export const importCustomerTemplate = () => {
+  return request.download({ url: '/crm/customer/get-import-template' })
+}
+
 // 客户列表
 export const getSimpleCustomerList = async () => {
   return await request.get({ url: `/crm/customer/list-all-simple` })

src/views/crm/customer/CustomerImportForm.vue

@@ -0,0 +1,134 @@
+<template>
+  <Dialog v-model="dialogVisible" title="客户导入" width="400">
+    <el-upload
+      ref="uploadRef"
+      v-model:file-list="fileList"
+      :action="importUrl + '?updateSupport=' + updateSupport"
+      :auto-upload="false"
+      :disabled="formLoading"
+      :headers="uploadHeaders"
+      :limit="1"
+      :on-error="submitFormError"
+      :on-exceed="handleExceed"
+      :on-success="submitFormSuccess"
+      accept=".xlsx, .xls"
+      drag
+    >
+      <Icon icon="ep:upload" />
+      <div class="el-upload__text">将文件拖到此处，或<em>点击上传</em></div>
+      <template #tip>
+        <div class="el-upload__tip text-center">
+          <div class="el-upload__tip">
+            <el-checkbox v-model="updateSupport" />
+            是否更新已经存在的客户数据
+          </div>
+          <span>仅允许导入 xls、xlsx 格式文件。</span>
+          <el-link
+            :underline="false"
+            style="font-size: 12px; vertical-align: baseline"
+            type="primary"
+            @click="importTemplate"
+          >
+            下载模板
+          </el-link>
+        </div>
+      </template>
+    </el-upload>
+    <template #footer>
+      <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 lang="ts" setup>
+import * as CustomerApi from '@/api/crm/customer'
+import { getAccessToken, getTenantId } from '@/utils/auth'
+import download from '@/utils/download'
+
+defineOptions({ name: 'SystemUserImportForm' })
+
+const message = useMessage() // 消息弹窗
+
+const dialogVisible = ref(false) // 弹窗的是否展示
+const formLoading = ref(false) // 表单的加载中
+const uploadRef = ref()
+const importUrl =
+  import.meta.env.VITE_BASE_URL + import.meta.env.VITE_API_URL + '/crm/customer/import'
+const uploadHeaders = ref() // 上传 Header 头
+const fileList = ref([]) // 文件列表
+const updateSupport = ref(0) // 是否更新已经存在的客户数据
+
+/** 打开弹窗 */
+const open = () => {
+  dialogVisible.value = true
+  fileList.value = []
+  resetForm()
+}
+defineExpose({ open }) // 提供 open 方法，用于打开弹窗
+
+/** 提交表单 */
+const submitForm = async () => {
+  if (fileList.value.length == 0) {
+    message.error('请上传文件')
+    return
+  }
+  // 提交请求
+  uploadHeaders.value = {
+    Authorization: 'Bearer ' + getAccessToken(),
+    'tenant-id': getTenantId()
+  }
+  formLoading.value = true
+  uploadRef.value!.submit()
+}
+
+/** 文件上传成功 */
+const emits = defineEmits(['success'])
+const submitFormSuccess = (response: any) => {
+  if (response.code !== 0) {
+    message.error(response.msg)
+    formLoading.value = false
+    return
+  }
+  // 拼接提示语
+  const data = response.data
+  let text = '上传成功数量：' + data.createCustomerNames.length + ';'
+  for (let customerName of data.createCustomerNames) {
+    text += '< ' + customerName + ' >'
+  }
+  text += '更新成功数量：' + data.updateCustomerNames.length + ';'
+  for (const customerName of data.updateCustomerNames) {
+    text += '< ' + customerName + ' >'
+  }
+  text += '更新失败数量：' + Object.keys(data.failureCustomerNames).length + ';'
+  for (const customerName in data.failureCustomerNames) {
+    text += '< ' + customerName + ': ' + data.failureCustomerNames[customerName] + ' >'
+  }
+  message.alert(text)
+  // 发送操作成功的事件
+  emits('success')
+}
+
+/** 上传错误提示 */
+const submitFormError = (): void => {
+  message.error('上传失败，请您重新上传！')
+  formLoading.value = false
+}
+
+/** 重置表单 */
+const resetForm = () => {
+  // 重置上传状态和文件
+  formLoading.value = false
+  uploadRef.value?.clearFiles()
+}
+
+/** 文件数超出提示 */
+const handleExceed = (): void => {
+  message.error('最多只能上传一个文件！')
+}
+
+/** 下载模板操作 */
+const importTemplate = async () => {
+  const res = await CustomerApi.importCustomerTemplate()
+  download.excel(res, '客户导入模版.xls')
+}
+</script>

src/views/crm/customer/index.vue

@@ -84,6 +84,10 @@
           <Icon class="mr-5px" icon="ep:plus" />
           新增
         </el-button>
+        <el-button v-hasPermi="['crm:customer:import']" plain type="warning" @click="handleImport">
+          <Icon icon="ep:upload" />
+          导入
+        </el-button>
         <el-button
           v-hasPermi="['crm:customer:export']"
           :loading="exportLoading"
@@ -204,6 +208,7 @@
 
   <!-- 表单弹窗：添加/修改 -->
   <CustomerForm ref="formRef" @success="getList" />
+  <CustomerImportForm ref="customerImportFormRef" @success="getList" />
 </template>
 
 <script lang="ts" setup>
@@ -212,6 +217,7 @@ import { dateFormatter } from '@/utils/formatTime'
 import download from '@/utils/download'
 import * as CustomerApi from '@/api/crm/customer'
 import CustomerForm from './CustomerForm.vue'
+import CustomerImportForm from './CustomerImportForm.vue'
 import { TabsPaneContext } from 'element-plus'
 
 defineOptions({ name: 'CrmCustomer' })
@@ -333,7 +339,10 @@ const handleDelete = async (id: number) => {
     await getList()
   } catch {}
 }
-
+const customerImportFormRef = ref<InstanceType<typeof CustomerImportForm>>()
+const handleImport = () => {
+  customerImportFormRef.value?.open()
+}
 /** 导出按钮操作 */
 const handleExport = async () => {
   try {

src/views/system/user/UserImportForm.vue

@@ -61,6 +61,7 @@ const updateSupport = ref(0) // 是否更新已经存在的用户数据
 /** 打开弹窗 */
 const open = () => {
   dialogVisible.value = true
+  fileList.value = []
   resetForm()
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗