新增客户跟进

Author: puhui999

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 {
@@ -67,3 +60,8 @@ 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 } })
+}

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 } })
+}
+
 // 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/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/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()
 
@@ -205,5 +205,6 @@ 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/customer/detail/index.vue

@@ -1,7 +1,5 @@
 <template>
   <CustomerDetailsHeader :customer="customer" :loading="loading">
-    <!-- @puhui999：返回是不是可以去掉哈，貌似用途可能不大 -->
-    <el-button @click="close">返回</el-button>
     <!-- TODO puhui999: 按钮数据权限收尾统一完善，需要按权限分级和客户状态来动态显示匹配的按钮 -->
     <el-button v-hasPermi="['crm:customer:update']" type="primary" @click="openForm">
       编辑
@@ -12,8 +10,10 @@
     <el-button>更改成交状态</el-button>
     <el-button v-if="customer.lockStatus" @click="handleUnlock">解锁</el-button>
     <el-button v-if="!customer.lockStatus" @click="handleLock">锁定</el-button>
-    <el-button v-if="!customer.ownerUserId" type="primary" @click="receive">领取客户</el-button>
-    <el-button v-if="customer.ownerUserId" @click="putPool">客户放入公海</el-button>
+    <el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive">
+      领取客户
+    </el-button>
+    <el-button v-if="customer.ownerUserId" @click="handlePutPool">客户放入公海</el-button>
   </CustomerDetailsHeader>
   <el-col>
     <el-tabs>
@@ -23,6 +23,9 @@
       <el-tab-pane label="操作日志">
         <OperateLogV2 :log-list="logList" />
       </el-tab-pane>
+      <el-tab-pane label="跟进">
+        <FollowUpList :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
+      </el-tab-pane>
       <el-tab-pane label="联系人" lazy>
         <ContactList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
       </el-tab-pane>
@@ -58,6 +61,7 @@ import BusinessList from '@/views/crm/business/components/BusinessList.vue' // 
 import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
 import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
 import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
+import FollowUpList from '@/views/crm/followup/index.vue'
 import { BizTypeEnum } from '@/api/crm/permission'
 import type { OperateLogV2VO } from '@/api/system/operatelog'
 
@@ -67,7 +71,7 @@ const customerId = ref(0) // 客户编号
 const loading = ref(true) // 加载中
 const message = useMessage() // 消息弹窗
 const { delView } = useTagsViewStore() // 视图操作
-const { currentRoute, push } = useRouter() // 路由
+const { currentRoute } = useRouter() // 路由
 
 /** 获取详情 */
 const customer = ref<CustomerApi.CustomerVO>({} as CustomerApi.CustomerVO) // 客户详情
@@ -106,17 +110,16 @@ const handleUnlock = async () => {
   await getCustomer()
 }
 
-// TODO @puhui999：下面两个方法的命名，也用 handleXXX 风格哈
 /** 领取客户 */
-const receive = async () => {
+const handleReceive = async () => {
   await message.confirm(`确定领取客户【${customer.value.name}】 吗？`)
   await CustomerApi.receive([unref(customerId.value)])
   message.success(`领取客户【${customer.value.name}】成功`)
   await getCustomer()
 }
 
 /** 客户放入公海 */
-const putPool = async () => {
+const handlePutPool = async () => {
   await message.confirm(`确定将客户【${customer.value.name}】放入公海吗？`)
   await CustomerApi.putPool(unref(customerId.value))
   message.success(`客户【${customer.value.name}】放入公海成功`)
@@ -135,15 +138,13 @@ const getOperateLog = async () => {
 
 const close = () => {
   delView(unref(currentRoute))
-  // TODO 先返回到客户列表
-  push({ name: 'CrmCustomer' })
 }
 
 /** 初始化 */
 const { params } = useRoute()
 onMounted(() => {
   if (!params.id) {
-    ElMessage.warning('参数错误，客户不能为空！')
+    message.warning('参数错误，客户不能为空！')
     close()
     return
   }

src/views/crm/customer/index.vue

@@ -100,14 +100,10 @@
 
   <!-- 列表 -->
   <ContentWrap>
-    <!-- TODO @puhui999：是不是就 3 重呀，我负责的，我参与的，我下属的 -->
     <el-tabs v-model="activeName" @tab-click="handleClick">
-      <el-tab-pane label="客户列表" name="1" />
-      <el-tab-pane label="我负责的" name="2" />
-      <el-tab-pane label="我关注的" name="3" />
-      <el-tab-pane label="我参与的" name="4" />
-      <el-tab-pane label="下属负责的" name="5" />
-      <el-tab-pane label="客户公海" name="6" />
+      <el-tab-pane label="我负责的" name="1" />
+      <el-tab-pane label="我参与的" name="2" />
+      <el-tab-pane label="下属负责的" name="3" />
     </el-tabs>
     <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
       <el-table-column align="center" label="编号" prop="id" />
@@ -149,7 +145,9 @@
           <dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.dealStatus" />
         </template>
       </el-table-column>
-      <!-- TODO @puhui999：距进入公海天数 -->
+      <el-table-column align="center" label="距离进入公海" prop="poolDay">
+        <template #default="scope"> {{ scope.row.poolDay }}天</template>
+      </el-table-column>
       <el-table-column
         :formatter="dateFormatter"
         align="center"
@@ -251,43 +249,27 @@ const activeName = ref('1') // 列表 tab
 
 enum CrmSceneTypeEnum {
   OWNER = 1,
-  FOLLOW = 2,
-  INVOLVED = 3,
-  SUBORDINATE = 4
+  INVOLVED = 2,
+  SUBORDINATE = 3
 }
 
 const handleClick = (tab: TabsPaneContext) => {
   switch (tab.paneName) {
     case '1':
-      resetQuery()
-      break
-    case '2':
       resetQuery(() => {
         queryParams.value.sceneType = CrmSceneTypeEnum.OWNER
       })
       break
-    case '3':
-      resetQuery(() => {
-        queryParams.value.sceneType = CrmSceneTypeEnum.FOLLOW
-      })
-      break
-    // TODO @puhui999：这个貌似报错？
-    case '4':
+    case '2':
       resetQuery(() => {
         queryParams.value.sceneType = CrmSceneTypeEnum.INVOLVED
       })
       break
-    case '5':
+    case '3':
       resetQuery(() => {
         queryParams.value.sceneType = CrmSceneTypeEnum.SUBORDINATE
       })
       break
-    // TODO @puhui999：公海单独一个菜单哈。
-    case '6':
-      resetQuery(() => {
-        queryParams.value.pool = true
-      })
-      break
   }
 }