CRM:完善数据权限,实现数据权限同时添加、同时转移
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@ -1,5 +1,5 @@
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import request from '@/config/axios'
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import request from '@/config/axios'
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import { TransferReqVO } from '@/api/crm/customer'
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import { TransferReqVO } from '@/api/crm/permission'
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export interface BusinessVO {
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export interface BusinessVO {
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id: number
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id: number
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@ -1,5 +1,5 @@
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import request from '@/config/axios'
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import request from '@/config/axios'
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import { TransferReqVO } from '@/api/crm/customer'
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import { TransferReqVO } from '@/api/crm/permission'
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export interface ClueVO {
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export interface ClueVO {
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id: number // 编号
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id: number // 编号
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@ -1,5 +1,5 @@
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import request from '@/config/axios'
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import request from '@/config/axios'
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import { TransferReqVO } from '@/api/crm/customer'
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import { TransferReqVO } from '@/api/crm/permission'
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export interface ContactVO {
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export interface ContactVO {
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id: number // 编号
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id: number // 编号
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@ -1,5 +1,5 @@
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import request from '@/config/axios'
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import request from '@/config/axios'
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import { TransferReqVO } from '@/api/crm/customer'
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import { TransferReqVO } from '@/api/crm/permission'
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export interface ContractVO {
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export interface ContractVO {
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id: number
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id: number
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@ -1,4 +1,5 @@
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import request from '@/config/axios'
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import request from '@/config/axios'
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import { TransferReqVO } from '@/api/crm/permission'
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export interface CustomerVO {
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export interface CustomerVO {
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id: number // 编号
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id: number // 编号
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@ -102,12 +103,6 @@ export const getCustomerSimpleList = async () => {
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// ======================= 业务操作 =======================
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// ======================= 业务操作 =======================
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export interface TransferReqVO {
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id: number | undefined // 客户编号
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newOwnerUserId: number | undefined // 新负责人的用户编号
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oldOwnerPermissionLevel: number | undefined // 老负责人加入团队后的权限级别
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}
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// 客户转移
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// 客户转移
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export const transferCustomer = async (data: TransferReqVO) => {
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export const transferCustomer = async (data: TransferReqVO) => {
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return await request.put({ url: '/crm/customer/transfer', data })
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return await request.put({ url: '/crm/customer/transfer', data })
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@ -6,6 +6,7 @@ export interface PermissionVO {
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bizType: number // Crm 类型
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bizType: number // Crm 类型
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bizId: number // Crm 类型数据编号
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bizId: number // Crm 类型数据编号
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level: number // 权限级别
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level: number // 权限级别
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toBizTypes?: number[] // 同时添加至
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deptName?: string // 部门名称
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deptName?: string // 部门名称
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nickname?: string // 用户昵称
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nickname?: string // 用户昵称
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postNames?: string[] // 岗位名称数组
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postNames?: string[] // 岗位名称数组
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@ -13,6 +14,13 @@ export interface PermissionVO {
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ids?: number[]
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ids?: number[]
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}
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}
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export interface TransferReqVO {
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bizId: number // 模块编号
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newOwnerUserId: number // 新负责人的用户编号
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oldOwnerPermissionLevel: number // 老负责人加入团队后的权限级别
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toBizTypes?: number[] // 转移客户时,需要额外有【联系人】【商机】【合同】的 checkbox 选择
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}
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/**
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/**
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* CRM 业务类型枚举
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* CRM 业务类型枚举
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*
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*
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@ -4,8 +4,8 @@
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编辑
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编辑
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</el-button>
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</el-button>
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<el-button
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<el-button
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:disabled="business.endStatus"
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v-if="permissionListRef?.validateWrite"
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v-if="permissionListRef?.validateWrite"
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:disabled="business.endStatus"
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type="success"
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type="success"
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@click="openStatusForm()"
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@click="openStatusForm()"
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>
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>
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@ -53,13 +53,12 @@
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</el-col>
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</el-col>
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<!-- 表单弹窗:添加/修改 -->
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<!-- 表单弹窗:添加/修改 -->
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<BusinessForm ref="formRef" @success="getBusiness(business.id)" />
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<BusinessForm ref="formRef" @success="getBusiness" />
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<BusinessUpdateStatusForm ref="statusFormRef" @success="getBusiness(business.id)" />
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<BusinessUpdateStatusForm ref="statusFormRef" @success="getBusiness" />
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<CrmTransferForm ref="transferFormRef" @success="close" />
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<CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_BUSINESS" @success="close" />
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</template>
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</template>
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<script lang="ts" setup>
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<script lang="ts" setup>
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import { useTagsViewStore } from '@/store/modules/tagsView'
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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 * as BusinessApi from '@/api/crm/business'
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import BusinessDetailsHeader from './BusinessDetailsHeader.vue'
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import BusinessDetailsHeader from './BusinessDetailsHeader.vue'
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import BusinessDetailsInfo from './BusinessDetailsInfo.vue'
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import BusinessDetailsInfo from './BusinessDetailsInfo.vue'
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@ -73,6 +72,7 @@ import FollowUpList from '@/views/crm/followup/index.vue'
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import ContactList from '@/views/crm/contact/components/ContactList.vue'
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import ContactList from '@/views/crm/contact/components/ContactList.vue'
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import BusinessUpdateStatusForm from '@/views/crm/business/BusinessUpdateStatusForm.vue'
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import BusinessUpdateStatusForm from '@/views/crm/business/BusinessUpdateStatusForm.vue'
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import ContractList from '@/views/crm/contract/components/ContractList.vue'
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import ContractList from '@/views/crm/contract/components/ContractList.vue'
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import BusinessProductList from '@/views/crm/business/detail/BusinessProductList.vue'
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defineOptions({ name: 'CrmBusinessDetail' })
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defineOptions({ name: 'CrmBusinessDetail' })
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@ -80,15 +80,15 @@ const message = useMessage()
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const businessId = ref(0) // 线索编号
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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 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 business = ref<BusinessApi.BusinessVO>({} as BusinessApi.BusinessVO) // 商机详情
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const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
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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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/** 获取详情 */
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const getBusiness = async (id: number) => {
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const getBusiness = async () => {
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loading.value = true
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loading.value = true
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try {
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try {
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business.value = await BusinessApi.getBusiness(id)
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business.value = await BusinessApi.getBusiness(businessId.value)
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await getOperateLog(id)
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await getOperateLog(businessId.value)
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} finally {
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} finally {
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loading.value = false
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loading.value = false
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}
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}
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@ -109,7 +109,7 @@ const openStatusForm = () => {
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/** 联系人转移 */
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/** 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 transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 联系人转移表单 ref
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const transfer = () => {
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const transfer = () => {
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transferFormRef.value?.open('商机转移', business.value.id, BusinessApi.transferBusiness)
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transferFormRef.value?.open(business.value.id)
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}
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}
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/** 获取操作日志 */
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/** 获取操作日志 */
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@ -141,6 +141,6 @@ onMounted(async () => {
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return
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return
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}
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}
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businessId.value = params.id as unknown as number
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businessId.value = params.id as unknown as number
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await getBusiness(businessId.value)
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await getBusiness()
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})
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})
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</script>
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</script>
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>
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>
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转化为客户
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转化为客户
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</el-button>
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</el-button>
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<el-button v-else type="success" disabled>已转化客户</el-button>
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<el-button v-else disabled type="success">已转化客户</el-button>
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</ClueDetailsHeader>
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</ClueDetailsHeader>
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<el-col>
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<el-col>
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<el-tabs>
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<el-tabs>
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<!-- 表单弹窗:添加/修改 -->
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<!-- 表单弹窗:添加/修改 -->
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<ClueForm ref="formRef" @success="getClue" />
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<ClueForm ref="formRef" @success="getClue" />
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<CrmTransferForm ref="transferFormRef" @success="close" />
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<CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CLUE" @success="close" />
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</template>
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</template>
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<script lang="ts" setup>
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<script lang="ts" setup>
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import { useTagsViewStore } from '@/store/modules/tagsView'
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import { useTagsViewStore } from '@/store/modules/tagsView'
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@ -91,7 +91,7 @@ const openForm = () => {
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/** 线索转移 */
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/** 线索转移 */
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const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 线索转移表单 ref
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const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 线索转移表单 ref
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const transfer = () => {
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const transfer = () => {
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transferFormRef.value?.open('线索转移', clueId.value, ClueApi.transferClue)
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transferFormRef.value?.open(clueId.value)
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}
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}
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/** 转化为客户 */
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/** 转化为客户 */
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创建联系人
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创建联系人
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</el-button>
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</el-button>
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<el-button
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<el-button
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@click="openBusinessModal"
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v-hasPermi="['crm:contact:create-business']"
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v-if="queryParams.businessId"
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v-if="queryParams.businessId"
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v-hasPermi="['crm:contact:create-business']"
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@click="openBusinessModal"
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>
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>
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<Icon class="mr-5px" icon="ep:circle-plus" />关联
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<Icon class="mr-5px" icon="ep:circle-plus" />
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关联
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</el-button>
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</el-button>
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<el-button
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<el-button
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@click="deleteContactBusinessList"
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v-hasPermi="['crm:contact:delete-business']"
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v-if="queryParams.businessId"
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v-if="queryParams.businessId"
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v-hasPermi="['crm:contact:delete-business']"
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@click="deleteContactBusinessList"
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>
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>
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<Icon class="mr-5px" icon="ep:remove" />解除关联
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<Icon class="mr-5px" icon="ep:remove" />
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解除关联
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</el-button>
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</el-button>
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</el-row>
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</el-row>
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ref="contactRef"
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ref="contactRef"
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v-loading="loading"
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v-loading="loading"
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:data="list"
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:data="list"
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:stripe="true"
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:show-overflow-tooltip="true"
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:show-overflow-tooltip="true"
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:stripe="true"
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>
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>
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<el-table-column type="selection" width="55" v-if="queryParams.businessId" />
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<el-table-column v-if="queryParams.businessId" type="selection" width="55" />
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<el-table-column label="姓名" fixed="left" align="center" prop="name">
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<el-table-column align="center" fixed="left" label="姓名" prop="name">
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<template #default="scope">
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<template #default="scope">
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<el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
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<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
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{{ scope.row.name }}
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{{ scope.row.name }}
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</el-link>
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</el-link>
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</template>
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</template>
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</el-table-column>
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</el-table-column>
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<el-table-column label="手机号" align="center" prop="mobile" />
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<el-table-column align="center" label="手机号" prop="mobile" />
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<el-table-column label="职位" align="center" prop="post" />
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<el-table-column align="center" label="职位" prop="post" />
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<el-table-column label="直属上级" align="center" prop="parentName" />
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<el-table-column align="center" label="直属上级" prop="parentName" />
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<el-table-column label="是否关键决策人" align="center" prop="master" min-width="100">
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<el-table-column align="center" label="是否关键决策人" min-width="100" prop="master">
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<template #default="scope">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
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<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
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</template>
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</template>
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</el-table>
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</el-table>
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<!-- 分页 -->
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<!-- 分页 -->
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<Pagination
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<Pagination
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:total="total"
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v-model:page="queryParams.pageNo"
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v-model:limit="queryParams.pageSize"
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v-model:limit="queryParams.pageSize"
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v-model:page="queryParams.pageNo"
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:total="total"
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@pagination="getList"
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@pagination="getList"
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/>
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/>
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</ContentWrap>
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</ContentWrap>
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<ContactForm ref="formRef" @success="getList" />
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<ContactForm ref="formRef" @success="getList" />
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<!-- 关联商机选择弹框 -->
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<!-- 关联商机选择弹框 -->
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<ContactListModal
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<ContactListModal
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v-if="customerId"
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ref="contactModalRef"
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ref="contactModalRef"
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:customer-id="props.customerId"
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:customer-id="customerId"
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@success="createContactBusinessList"
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@success="createContactBusinessList"
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/>
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/>
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</template>
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</template>
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<script setup lang="ts">
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<script lang="ts" setup>
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import * as ContactApi from '@/api/crm/contact'
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import * as ContactApi from '@/api/crm/contact'
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import ContactForm from './../ContactForm.vue'
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import ContactForm from './../ContactForm.vue'
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import { DICT_TYPE } from '@/utils/dict'
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import { DICT_TYPE } from '@/utils/dict'
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@ -76,8 +79,8 @@ defineOptions({ name: 'CrmContactList' })
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const props = defineProps<{
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const props = defineProps<{
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bizType: number // 业务类型
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bizType: number // 业务类型
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bizId: number // 业务编号
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bizId: number // 业务编号
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customerId: number // 特殊:客户编号;在【商机】详情中,可以传递客户编号,默认新建的联系人关联到该客户
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customerId?: number // 特殊:客户编号;在【商机】详情中,可以传递客户编号,默认新建的联系人关联到该客户
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businessId: number // 特殊:商机编号;在【商机】详情中,可以传递商机编号,默认新建的联系人关联到该商机
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businessId?: number // 特殊:商机编号;在【商机】详情中,可以传递商机编号,默认新建的联系人关联到该商机
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}>()
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}>()
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const loading = ref(true) // 列表的加载中
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const loading = ref(true) // 列表的加载中
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@ -147,7 +150,7 @@ const createContactBusinessList = async (contactIds: number[]) => {
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contactIds: contactIds
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contactIds: contactIds
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} as ContactApi.ContactBusiness2ReqVO
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} as ContactApi.ContactBusiness2ReqVO
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contactRef.value.getSelectionRows().forEach((row: ContactApi.ContactVO) => {
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contactRef.value.getSelectionRows().forEach((row: ContactApi.ContactVO) => {
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data.businessIds.push(row.id)
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data.contactIds.push(row.id)
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})
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})
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await ContactApi.createContactBusinessList2(data)
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await ContactApi.createContactBusinessList2(data)
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// 刷新列表
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// 刷新列表
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<template>
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<template>
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<Dialog title="关联联系人" v-model="dialogVisible">
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<Dialog v-model="dialogVisible" title="关联联系人">
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<!-- 搜索工作栏 -->
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<!-- 搜索工作栏 -->
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<ContentWrap>
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<ContentWrap>
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<el-form
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<el-form
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class="-mb-15px"
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:model="queryParams"
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ref="queryFormRef"
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ref="queryFormRef"
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:inline="true"
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:inline="true"
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:model="queryParams"
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||||||
|
class="-mb-15px"
|
||||||
label-width="90px"
|
label-width="90px"
|
||||||
>
|
>
|
||||||
<el-form-item label="联系人名称" prop="name">
|
<el-form-item label="联系人名称" prop="name">
|
||||||
<el-input
|
<el-input
|
||||||
v-model="queryParams.name"
|
v-model="queryParams.name"
|
||||||
placeholder="请输入联系人名称"
|
|
||||||
clearable
|
|
||||||
@keyup.enter="handleQuery"
|
|
||||||
class="!w-240px"
|
class="!w-240px"
|
||||||
|
clearable
|
||||||
|
placeholder="请输入联系人名称"
|
||||||
|
@keyup.enter="handleQuery"
|
||||||
/>
|
/>
|
||||||
</el-form-item>
|
</el-form-item>
|
||||||
<el-form-item>
|
<el-form-item>
|
||||||
<el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
|
<el-button @click="handleQuery">
|
||||||
<el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
|
<Icon class="mr-5px" icon="ep:search" />
|
||||||
<el-button type="primary" @click="openForm()" v-hasPermi="['crm:business:create']">
|
搜索
|
||||||
<Icon icon="ep:plus" class="mr-5px" /> 新增
|
</el-button>
|
||||||
|
<el-button @click="resetQuery">
|
||||||
|
<Icon class="mr-5px" icon="ep:refresh" />
|
||||||
|
重置
|
||||||
|
</el-button>
|
||||||
|
<el-button v-hasPermi="['crm:business:create']" type="primary" @click="openForm()">
|
||||||
|
<Icon class="mr-5px" icon="ep:plus" />
|
||||||
|
新增
|
||||||
</el-button>
|
</el-button>
|
||||||
</el-form-item>
|
</el-form-item>
|
||||||
</el-form>
|
</el-form>
|
||||||
@ -31,24 +38,24 @@
|
|||||||
<!-- 列表 -->
|
<!-- 列表 -->
|
||||||
<ContentWrap class="mt-10px">
|
<ContentWrap class="mt-10px">
|
||||||
<el-table
|
<el-table
|
||||||
v-loading="loading"
|
|
||||||
ref="contactRef"
|
ref="contactRef"
|
||||||
|
v-loading="loading"
|
||||||
:data="list"
|
:data="list"
|
||||||
:stripe="true"
|
|
||||||
:show-overflow-tooltip="true"
|
:show-overflow-tooltip="true"
|
||||||
|
:stripe="true"
|
||||||
>
|
>
|
||||||
<el-table-column type="selection" width="55" />
|
<el-table-column type="selection" width="55" />
|
||||||
<el-table-column label="姓名" fixed="left" align="center" prop="name">
|
<el-table-column align="center" fixed="left" label="姓名" prop="name">
|
||||||
<template #default="scope">
|
<template #default="scope">
|
||||||
<el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
|
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
|
||||||
{{ scope.row.name }}
|
{{ scope.row.name }}
|
||||||
</el-link>
|
</el-link>
|
||||||
</template>
|
</template>
|
||||||
</el-table-column>
|
</el-table-column>
|
||||||
<el-table-column label="手机号" align="center" prop="mobile" />
|
<el-table-column align="center" label="手机号" prop="mobile" />
|
||||||
<el-table-column label="职位" align="center" prop="post" />
|
<el-table-column align="center" label="职位" prop="post" />
|
||||||
<el-table-column label="直属上级" align="center" prop="parentName" />
|
<el-table-column align="center" label="直属上级" prop="parentName" />
|
||||||
<el-table-column label="是否关键决策人" align="center" prop="master" min-width="100">
|
<el-table-column align="center" label="是否关键决策人" min-width="100" prop="master">
|
||||||
<template #default="scope">
|
<template #default="scope">
|
||||||
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
|
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
|
||||||
</template>
|
</template>
|
||||||
@ -56,14 +63,14 @@
|
|||||||
</el-table>
|
</el-table>
|
||||||
<!-- 分页 -->
|
<!-- 分页 -->
|
||||||
<Pagination
|
<Pagination
|
||||||
:total="total"
|
|
||||||
v-model:page="queryParams.pageNo"
|
|
||||||
v-model:limit="queryParams.pageSize"
|
v-model:limit="queryParams.pageSize"
|
||||||
|
v-model:page="queryParams.pageNo"
|
||||||
|
:total="total"
|
||||||
@pagination="getList"
|
@pagination="getList"
|
||||||
/>
|
/>
|
||||||
</ContentWrap>
|
</ContentWrap>
|
||||||
<template #footer>
|
<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>
|
<el-button @click="dialogVisible = false">取 消</el-button>
|
||||||
</template>
|
</template>
|
||||||
|
|
||||||
@ -71,10 +78,9 @@
|
|||||||
<ContactForm ref="formRef" @success="getList" />
|
<ContactForm ref="formRef" @success="getList" />
|
||||||
</Dialog>
|
</Dialog>
|
||||||
</template>
|
</template>
|
||||||
<script setup lang="ts">
|
<script lang="ts" setup>
|
||||||
import * as ContactApi from '@/api/crm/contact'
|
import * as ContactApi from '@/api/crm/contact'
|
||||||
import ContactForm from '../ContactForm.vue'
|
import ContactForm from '../ContactForm.vue'
|
||||||
import { erpPriceTableColumnFormatter } from '@/utils'
|
|
||||||
import { DICT_TYPE } from '@/utils/dict'
|
import { DICT_TYPE } from '@/utils/dict'
|
||||||
|
|
||||||
const message = useMessage() // 消息弹窗
|
const message = useMessage() // 消息弹窗
|
||||||
|
@ -31,15 +31,15 @@
|
|||||||
<BusinessList
|
<BusinessList
|
||||||
:biz-id="contact.id!"
|
:biz-id="contact.id!"
|
||||||
:biz-type="BizTypeEnum.CRM_CONTACT"
|
:biz-type="BizTypeEnum.CRM_CONTACT"
|
||||||
:customer-id="contact.customerId"
|
|
||||||
:contact-id="contact.id"
|
:contact-id="contact.id"
|
||||||
|
:customer-id="contact.customerId"
|
||||||
/>
|
/>
|
||||||
</el-tab-pane>
|
</el-tab-pane>
|
||||||
</el-tabs>
|
</el-tabs>
|
||||||
</el-col>
|
</el-col>
|
||||||
<!-- 表单弹窗:添加/修改 -->
|
<!-- 表单弹窗:添加/修改 -->
|
||||||
<ContactForm ref="formRef" @success="getContact(contact.id)" />
|
<ContactForm ref="formRef" @success="getContact" />
|
||||||
<CrmTransferForm ref="transferFormRef" @success="close" />
|
<CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CONTACT" @success="close" />
|
||||||
</template>
|
</template>
|
||||||
<script lang="ts" setup>
|
<script lang="ts" setup>
|
||||||
import { useTagsViewStore } from '@/store/modules/tagsView'
|
import { useTagsViewStore } from '@/store/modules/tagsView'
|
||||||
@ -65,11 +65,11 @@ const contact = ref<ContactApi.ContactVO>({} as ContactApi.ContactVO) // 联系
|
|||||||
const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
|
const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
|
||||||
|
|
||||||
/** 获取详情 */
|
/** 获取详情 */
|
||||||
const getContact = async (id: number) => {
|
const getContact = async () => {
|
||||||
loading.value = true
|
loading.value = true
|
||||||
try {
|
try {
|
||||||
contact.value = await ContactApi.getContact(id)
|
contact.value = await ContactApi.getContact(contactId.value)
|
||||||
await getOperateLog(id)
|
await getOperateLog(contactId.value)
|
||||||
} finally {
|
} finally {
|
||||||
loading.value = false
|
loading.value = false
|
||||||
}
|
}
|
||||||
@ -84,7 +84,7 @@ const openForm = (type: string, id?: number) => {
|
|||||||
/** 联系人转移 */
|
/** 联系人转移 */
|
||||||
const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 联系人转移表单 ref
|
const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 联系人转移表单 ref
|
||||||
const transfer = () => {
|
const transfer = () => {
|
||||||
transferFormRef.value?.open('联系人转移', contact.value.id, ContactApi.transferContact)
|
transferFormRef.value?.open(contact.value.id)
|
||||||
}
|
}
|
||||||
|
|
||||||
/** 获取操作日志 */
|
/** 获取操作日志 */
|
||||||
@ -116,6 +116,6 @@ onMounted(async () => {
|
|||||||
return
|
return
|
||||||
}
|
}
|
||||||
contactId.value = params.id as unknown as number
|
contactId.value = params.id as unknown as number
|
||||||
await getContact(contactId.value)
|
await getContact()
|
||||||
})
|
})
|
||||||
</script>
|
</script>
|
||||||
|
@ -48,7 +48,7 @@
|
|||||||
|
|
||||||
<!-- 表单弹窗:添加/修改 -->
|
<!-- 表单弹窗:添加/修改 -->
|
||||||
<ContractForm ref="formRef" @success="getContractData" />
|
<ContractForm ref="formRef" @success="getContractData" />
|
||||||
<CrmTransferForm ref="transferFormRef" @success="close" />
|
<CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CONTRACT" @success="close" />
|
||||||
</template>
|
</template>
|
||||||
<script lang="ts" setup>
|
<script lang="ts" setup>
|
||||||
import { useTagsViewStore } from '@/store/modules/tagsView'
|
import { useTagsViewStore } from '@/store/modules/tagsView'
|
||||||
@ -113,10 +113,9 @@ const createReceivable = (planData: any) => {
|
|||||||
}
|
}
|
||||||
|
|
||||||
/** 转移 */
|
/** 转移 */
|
||||||
// TODO @puhui999:这个组件,要不传递业务类型,然后组件里判断 title 和 api 能调用哪个;整体治理掉;好呢
|
|
||||||
const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 合同转移表单 ref
|
const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 合同转移表单 ref
|
||||||
const transferContract = () => {
|
const transferContract = () => {
|
||||||
transferFormRef.value?.open('合同转移', contract.value.id, ContractApi.transferContract)
|
transferFormRef.value?.open(contract.value.id)
|
||||||
}
|
}
|
||||||
|
|
||||||
/** 关闭 */
|
/** 关闭 */
|
||||||
|
@ -76,7 +76,7 @@
|
|||||||
<!-- 表单弹窗:添加/修改 -->
|
<!-- 表单弹窗:添加/修改 -->
|
||||||
<CustomerForm ref="formRef" @success="getCustomer" />
|
<CustomerForm ref="formRef" @success="getCustomer" />
|
||||||
<CustomerDistributeForm ref="distributeForm" @success="getCustomer" />
|
<CustomerDistributeForm ref="distributeForm" @success="getCustomer" />
|
||||||
<CrmTransferForm ref="transferFormRef" @success="getCustomer" />
|
<CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CUSTOMER" @success="close" />
|
||||||
</template>
|
</template>
|
||||||
<script lang="ts" setup>
|
<script lang="ts" setup>
|
||||||
import { useTagsViewStore } from '@/store/modules/tagsView'
|
import { useTagsViewStore } from '@/store/modules/tagsView'
|
||||||
@ -142,7 +142,7 @@ const handleUpdateDealStatus = async () => {
|
|||||||
/** 客户转移 */
|
/** 客户转移 */
|
||||||
const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 客户转移表单 ref
|
const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 客户转移表单 ref
|
||||||
const transfer = () => {
|
const transfer = () => {
|
||||||
transferFormRef.value?.open('客户转移', customerId.value, CustomerApi.transferCustomer)
|
transferFormRef.value?.open(customerId.value)
|
||||||
}
|
}
|
||||||
|
|
||||||
/** 锁定客户 */
|
/** 锁定客户 */
|
||||||
|
@ -29,12 +29,15 @@
|
|||||||
</template>
|
</template>
|
||||||
</el-radio-group>
|
</el-radio-group>
|
||||||
</el-form-item>
|
</el-form-item>
|
||||||
<!-- TODO @puhui999:同时添加至,还没想好下次搞 -->
|
<el-form-item
|
||||||
<el-form-item v-if="false && formType === 'create'" label="同时添加至" prop="toBizType">
|
v-if="formType === 'create' && formData.bizType === BizTypeEnum.CRM_CUSTOMER"
|
||||||
<el-select v-model="formData.userId">
|
label="同时添加至"
|
||||||
<el-option :value="1" label="联系人" />
|
>
|
||||||
<el-option :value="1" label="商机" />
|
<el-checkbox-group v-model="formData.toBizTypes">
|
||||||
</el-select>
|
<el-checkbox :label="BizTypeEnum.CRM_CONTACT">联系人</el-checkbox>
|
||||||
|
<el-checkbox :label="BizTypeEnum.CRM_BUSINESS">商机</el-checkbox>
|
||||||
|
<el-checkbox :label="BizTypeEnum.CRM_CONTRACT">合同</el-checkbox>
|
||||||
|
</el-checkbox-group>
|
||||||
</el-form-item>
|
</el-form-item>
|
||||||
</el-form>
|
</el-form>
|
||||||
<template #footer>
|
<template #footer>
|
||||||
@ -46,7 +49,7 @@
|
|||||||
<script lang="ts" setup>
|
<script lang="ts" setup>
|
||||||
import * as UserApi from '@/api/system/user'
|
import * as UserApi from '@/api/system/user'
|
||||||
import * as PermissionApi from '@/api/crm/permission'
|
import * as PermissionApi from '@/api/crm/permission'
|
||||||
import { PermissionLevelEnum } from '@/api/crm/permission'
|
import { BizTypeEnum, PermissionLevelEnum } from '@/api/crm/permission'
|
||||||
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
|
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
|
||||||
|
|
||||||
defineOptions({ name: 'CrmPermissionForm' })
|
defineOptions({ name: 'CrmPermissionForm' })
|
||||||
|
@ -19,10 +19,7 @@
|
|||||||
</el-select>
|
</el-select>
|
||||||
</el-form-item>
|
</el-form-item>
|
||||||
<el-form-item label="老负责人">
|
<el-form-item label="老负责人">
|
||||||
<el-radio-group
|
<el-radio-group v-model="oldOwnerHandler" @change="formData.oldOwnerPermissionLevel">
|
||||||
v-model="oldOwnerHandler"
|
|
||||||
@change="formData.oldOwnerPermissionLevel = undefined"
|
|
||||||
>
|
|
||||||
<el-radio :label="false" size="large">移除</el-radio>
|
<el-radio :label="false" size="large">移除</el-radio>
|
||||||
<el-radio :label="true" size="large">加入团队</el-radio>
|
<el-radio :label="true" size="large">加入团队</el-radio>
|
||||||
</el-radio-group>
|
</el-radio-group>
|
||||||
@ -39,8 +36,14 @@
|
|||||||
</template>
|
</template>
|
||||||
</el-radio-group>
|
</el-radio-group>
|
||||||
</el-form-item>
|
</el-form-item>
|
||||||
|
<el-form-item v-if="bizType === BizTypeEnum.CRM_CUSTOMER" label="同时转移">
|
||||||
|
<el-checkbox-group v-model="formData.toBizTypes">
|
||||||
|
<el-checkbox :label="BizTypeEnum.CRM_CONTACT">联系人</el-checkbox>
|
||||||
|
<el-checkbox :label="BizTypeEnum.CRM_BUSINESS">商机</el-checkbox>
|
||||||
|
<el-checkbox :label="BizTypeEnum.CRM_CONTRACT">合同</el-checkbox>
|
||||||
|
</el-checkbox-group>
|
||||||
|
</el-form-item>
|
||||||
</el-form>
|
</el-form>
|
||||||
<!-- TODO @puhui999 转移客户时,需要额外有【联系人】【商机】【合同】的 checkbox 选择 -->
|
|
||||||
<template #footer>
|
<template #footer>
|
||||||
<el-button :disabled="formLoading" type="primary" @click="submitForm">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>
|
<el-button @click="dialogVisible = false">取 消</el-button>
|
||||||
@ -49,23 +52,27 @@
|
|||||||
</template>
|
</template>
|
||||||
<script lang="ts" setup>
|
<script lang="ts" setup>
|
||||||
import * as UserApi from '@/api/system/user'
|
import * as UserApi from '@/api/system/user'
|
||||||
import type { TransferReqVO } from '@/api/crm/customer'
|
import * as BusinessApi from '@/api/crm/business'
|
||||||
|
import * as ClueApi from '@/api/crm/clue'
|
||||||
|
import * as ContactApi from '@/api/crm/contact'
|
||||||
|
import * as CustomerApi from '@/api/crm/customer'
|
||||||
|
import * as ContractApi from '@/api/crm/contract'
|
||||||
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
|
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
|
||||||
import { PermissionLevelEnum } from '@/api/crm/permission'
|
import { BizTypeEnum, PermissionLevelEnum, TransferReqVO } from '@/api/crm/permission'
|
||||||
|
|
||||||
defineOptions({ name: 'CrmTransferForm' })
|
defineOptions({ name: 'CrmTransferForm' })
|
||||||
|
|
||||||
|
const props = defineProps<{
|
||||||
|
bizType: number
|
||||||
|
}>()
|
||||||
|
|
||||||
const message = useMessage() // 消息弹窗
|
const message = useMessage() // 消息弹窗
|
||||||
const dialogVisible = ref(false) // 弹窗的是否展示
|
const dialogVisible = ref(false) // 弹窗的是否展示
|
||||||
const dialogTitle = ref('') // 弹窗的标题
|
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
|
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
|
||||||
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
|
const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
|
||||||
const oldOwnerHandler = ref(false) // 老负责人的处理方式
|
const oldOwnerHandler = ref(false) // 老负责人的处理方式
|
||||||
const formData = ref<TransferReqVO>({
|
const formData = ref<TransferReqVO>({} as TransferReqVO)
|
||||||
id: undefined, // 客户编号
|
|
||||||
newOwnerUserId: undefined, // 新负责人的用户编号
|
|
||||||
oldOwnerPermissionLevel: undefined // 老负责人加入团队后的权限级别
|
|
||||||
})
|
|
||||||
const formRules = reactive({
|
const formRules = reactive({
|
||||||
newOwnerUserId: [{ required: true, message: '新负责人不能为空', trigger: 'blur' }],
|
newOwnerUserId: [{ required: true, message: '新负责人不能为空', trigger: 'blur' }],
|
||||||
oldOwnerPermissionLevel: [
|
oldOwnerPermissionLevel: [
|
||||||
@ -73,15 +80,13 @@ const formRules = reactive({
|
|||||||
]
|
]
|
||||||
})
|
})
|
||||||
const formRef = ref() // 表单 Ref
|
const formRef = ref() // 表单 Ref
|
||||||
const transferFuncRef = ref<Function>(() => {}) // 转移所需回调
|
|
||||||
|
|
||||||
/** 打开弹窗 */
|
/** 打开弹窗 */
|
||||||
const open = async (title: string, bizId: number, transferFunc: Function) => {
|
const open = async (bizId: number) => {
|
||||||
dialogVisible.value = true
|
dialogVisible.value = true
|
||||||
dialogTitle.value = title
|
dialogTitle.value = getDialogTitle()
|
||||||
transferFuncRef.value = transferFunc
|
|
||||||
resetForm()
|
resetForm()
|
||||||
formData.value.id = bizId
|
formData.value.bizId = bizId
|
||||||
}
|
}
|
||||||
defineExpose({ open }) // 提供 open 方法,用于打开弹窗
|
defineExpose({ open }) // 提供 open 方法,用于打开弹窗
|
||||||
|
|
||||||
@ -96,7 +101,7 @@ const submitForm = async () => {
|
|||||||
formLoading.value = true
|
formLoading.value = true
|
||||||
try {
|
try {
|
||||||
const data = formData.value
|
const data = formData.value
|
||||||
await transferFuncRef.value(unref(data))
|
await transfer(unref(data))
|
||||||
message.success(dialogTitle.value + '成功')
|
message.success(dialogTitle.value + '成功')
|
||||||
dialogVisible.value = false
|
dialogVisible.value = false
|
||||||
// 发送操作成功的事件
|
// 发送操作成功的事件
|
||||||
@ -105,15 +110,44 @@ const submitForm = async () => {
|
|||||||
formLoading.value = false
|
formLoading.value = false
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
const transfer = async (data: TransferReqVO) => {
|
||||||
|
switch (props.bizType) {
|
||||||
|
case BizTypeEnum.CRM_CLUE:
|
||||||
|
return await ClueApi.transferClue(data)
|
||||||
|
case BizTypeEnum.CRM_CUSTOMER:
|
||||||
|
return await CustomerApi.transferCustomer(data)
|
||||||
|
case BizTypeEnum.CRM_CONTACT:
|
||||||
|
return await ContactApi.transferContact(data)
|
||||||
|
case BizTypeEnum.CRM_BUSINESS:
|
||||||
|
return await BusinessApi.transferBusiness(data)
|
||||||
|
case BizTypeEnum.CRM_CONTRACT:
|
||||||
|
return await ContractApi.transferContract(data)
|
||||||
|
default:
|
||||||
|
message.error('【转移失败】没有转移接口')
|
||||||
|
throw new Error('【转移失败】没有转移接口')
|
||||||
|
}
|
||||||
|
}
|
||||||
|
const getDialogTitle = () => {
|
||||||
|
switch (props.bizType) {
|
||||||
|
case BizTypeEnum.CRM_CLUE:
|
||||||
|
return '线索转移'
|
||||||
|
case BizTypeEnum.CRM_CUSTOMER:
|
||||||
|
return '客户转移'
|
||||||
|
case BizTypeEnum.CRM_CONTACT:
|
||||||
|
return '联系人转移'
|
||||||
|
case BizTypeEnum.CRM_BUSINESS:
|
||||||
|
return '商机转移'
|
||||||
|
case BizTypeEnum.CRM_CONTRACT:
|
||||||
|
return '合同转移'
|
||||||
|
default:
|
||||||
|
return '转移'
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
/** 重置表单 */
|
/** 重置表单 */
|
||||||
const resetForm = () => {
|
const resetForm = () => {
|
||||||
formRef.value?.resetFields()
|
formRef.value?.resetFields()
|
||||||
formData.value = {
|
formData.value = {} as TransferReqVO
|
||||||
id: undefined, // 客户编号
|
|
||||||
newOwnerUserId: undefined, // 新负责人的用户编号
|
|
||||||
oldOwnerPermissionLevel: undefined // 老负责人加入团队后的权限级别
|
|
||||||
}
|
|
||||||
}
|
}
|
||||||
onMounted(async () => {
|
onMounted(async () => {
|
||||||
// 获得用户列表
|
// 获得用户列表
|
||||||
|
Loading…
Reference in New Issue
Block a user