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✨ CRM：优化客户的详情、更新成交状态

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This commit is contained in:
YunaiV 2024-02-20 12:55:33 +08:00
parent ac9a77e6e4
commit 4362251b59
8 changed files with 62 additions and 41 deletions
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5
src/api/crm/customer/index.ts
View File

@ -50,6 +50,11 @@ export const updateCustomer = async (data: CustomerVO) => {
return await request.put({ url: `/crm/customer/update`, data })
}
// 更新客户的成交状态
export const updateCustomerDealStatus = async (id: number, dealStatus: boolean) => {
return await request.put({ url: `/crm/customer/update-deal-status`, params: { id, dealStatus } })
}
// 删除客户
export const deleteCustomer = async (id: number) => {
return await request.delete({ url: `/crm/customer/delete?id=` + id })

8
src/views/crm/clue/ClueForm.vue
View File

@ -102,12 +102,14 @@
<el-row>
<el-col :span="12">
<el-form-item label="地址" prop="areaId">
<el-tree-select
<el-cascader
v-model="formData.areaId"
:data="areaList"
:options="areaList"
:props="defaultProps"
:render-after-expand="true"
class="w-1/1"
clearable
filterable
placeholder="请选择城市"
/>
</el-form-item>
</el-col>

2
src/views/crm/clue/detail/ClueDetailsHeader.vue
View File

@ -35,7 +35,7 @@ import { DICT_TYPE } from '@/utils/dict'
import * as ClueApi from '@/api/crm/clue'
import { formatDate } from '@/utils/formatTime'
defineOptions({ name: 'ClueDetailsHeader' })
defineOptions({ name: 'CrmClueDetailsHeader' })
defineProps<{
clue: ClueApi.ClueVO // 线索信息
loading: boolean // 加载中

2
src/views/crm/clue/detail/ClueDetailsInfo.vue
View File

@ -62,7 +62,7 @@ import * as ClueApi from '@/api/crm/clue'
import { DICT_TYPE } from '@/utils/dict'
import { formatDate } from '@/utils/formatTime'
defineOptions({ name: 'ClueDetailsInfo' })
defineOptions({ name: 'CrmClueDetailsInfo' })
const { clue } = defineProps<{
clue: ClueApi.ClueVO // 线索明细
}>()

9
src/views/crm/customer/CustomerForm.vue
View File

@ -102,12 +102,14 @@
<el-row>
<el-col :span="12">
<el-form-item label="地址" prop="areaId">
<el-tree-select
<el-cascader
v-model="formData.areaId"
:data="areaList"
:options="areaList"
:props="defaultProps"
:render-after-expand="true"
class="w-1/1"
clearable
filterable
placeholder="请选择城市"
/>
</el-form-item>
</el-col>
@ -117,7 +119,6 @@
</el-form-item>
</el-col>
</el-row>
<!-- TODO 芋艿：待整理 -->
<el-row>
<el-col :span="12">
<el-form-item label="下次联系时间" prop="contactNextTime">

10
src/views/crm/customer/detail/CustomerDetailsHeader.vue
View File

@ -24,18 +24,18 @@
{{ customer.dealStatus ? '已成交' : '未成交' }}
</el-descriptions-item>
<el-descriptions-item label="负责人">{{ customer.ownerUserName }}</el-descriptions-item>
<!-- TODO wanwan 首要联系人? -->
<el-descriptions-item label="首要联系人" />
<!-- TODO wanwan 首要联系人电话? -->
<el-descriptions-item label="首要联系人电话">{{ customer.mobile }}</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ formatDate(customer.createTime) }}
</el-descriptions-item>
</el-descriptions>
</ContentWrap>
</template>
<script lang="ts" setup>
import { DICT_TYPE } from '@/utils/dict'
import * as CustomerApi from '@/api/crm/customer'
import { formatDate } from '@/utils/formatTime'
defineOptions({ name: 'CustomerDetailsHeader' })
defineOptions({ name: 'CrmCustomerDetailsHeader' })
defineProps<{
customer: CustomerApi.CustomerVO // 客户信息
loading: boolean // 加载中

43
src/views/crm/customer/detail/CustomerDetailsInfo.vue
View File

@ -9,36 +9,26 @@
<el-descriptions-item label="客户名称">
{{ customer.name }}
</el-descriptions-item>
<el-descriptions-item label="所属行业">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="customer.industryId" />
</el-descriptions-item>
<el-descriptions-item label="客户来源">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_SOURCE" :value="customer.source" />
</el-descriptions-item>
<el-descriptions-item label="客户级别">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="customer.level" />
</el-descriptions-item>
<el-descriptions-item label="手机">{{ customer.mobile }}</el-descriptions-item>
<el-descriptions-item label="电话">{{ customer.telephone }}</el-descriptions-item>
<el-descriptions-item label="邮箱">{{ customer.email }}</el-descriptions-item>
<el-descriptions-item label="地址">
{{ customer.areaName }} {{ customer.detailAddress }}
</el-descriptions-item>
<el-descriptions-item label="QQ">{{ customer.qq }}</el-descriptions-item>
<el-descriptions-item label="微信">{{ customer.wechat }}</el-descriptions-item>
<el-descriptions-item label="网址">{{ customer.website }}</el-descriptions-item>
<el-descriptions-item label="所在地">{{ customer.areaName }}</el-descriptions-item>
<el-descriptions-item label="详细地址"
>{{ customer.detailAddress }}
<el-descriptions-item label="客户行业">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_INDUSTRY" :value="customer.industryId" />
</el-descriptions-item>
<el-descriptions-item label="客户级别">
<dict-tag :type="DICT_TYPE.CRM_CUSTOMER_LEVEL" :value="customer.level" />
</el-descriptions-item>
<el-descriptions-item label="下次联系时间">
{{
customer.contactNextTime ? formatDate(customer.contactNextTime, 'YYYY-MM-DD') : '空'
}}
{{ formatDate(customer.contactNextTime) }}
</el-descriptions-item>
<el-descriptions-item label="最后跟进时间">
{{ customer.contactLastTime ? formatDate(customer.contactLastTime) : '空' }}
</el-descriptions-item>
</el-descriptions>
<el-descriptions :column="1">
<el-descriptions-item label="客户描述">{{ customer.description }}</el-descriptions-item>
<el-descriptions-item label="备注">{{ customer.remark }}</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
@ -46,14 +36,21 @@
<template #title>
<span class="text-base font-bold">系统信息</span>
</template>
<el-descriptions :column="2">
<el-descriptions :column="4">
<el-descriptions-item label="负责人">{{ customer.ownerUserName }}</el-descriptions-item>
<el-descriptions-item label="最后跟进记录">
{{ customer.contactLastContent }}
</el-descriptions-item>
<el-descriptions-item label="最后跟进时间">
{{ formatDate(customer.contactLastTime) }}
</el-descriptions-item>
<el-descriptions-item label="">&nbsp;</el-descriptions-item>
<el-descriptions-item label="创建人">{{ customer.creatorName }}</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ customer.createTime ? formatDate(customer.createTime) : '空' }}
{{ formatDate(customer.createTime) }}
</el-descriptions-item>
<el-descriptions-item label="更新时间">
{{ customer.updateTime ? formatDate(customer.updateTime) : '空' }}
{{ formatDate(customer.updateTime) }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
@ -65,7 +62,7 @@ import * as CustomerApi from '@/api/crm/customer'
import { DICT_TYPE } from '@/utils/dict'
import { formatDate } from '@/utils/formatTime'
defineOptions({ name: 'CustomerDetailsInfo' })
defineOptions({ name: 'CrmCustomerDetailsInfo' })
const { customer } = defineProps<{
customer: CustomerApi.CustomerVO // 客户明细
}>()

24
src/views/crm/customer/detail/index.vue
View File

@ -11,7 +11,9 @@
<el-button v-if="permissionListRef?.validateOwnerUser" type="primary" @click="transfer">
转移
</el-button>
<el-button v-if="permissionListRef?.validateWrite">更改成交状态</el-button>
<el-button v-if="permissionListRef?.validateWrite" @click="handleUpdateDealStatus">
更改成交状态
</el-button>
<el-button
v-if="customer.lockStatus && permissionListRef?.validateOwnerUser"
@click="handleUnlock"
@ -72,7 +74,7 @@
<!-- 表单弹窗：添加/修改 -->
<CustomerForm ref="formRef" @success="getCustomer" />
<CrmTransferForm ref="crmTransferFormRef" @success="close" />
<CrmTransferForm ref="transferFormRef" @success="close" />
</template>
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
@ -120,10 +122,24 @@ const openForm = () => {
formRef.value?.open('update', customerId.value)
}
/** 更新成交状态操作 */
const handleUpdateDealStatus = async () => {
const dealStatus = !customer.value.dealStatus
try {
// 更新状态的二次确认
await message.confirm(`确定更新成交状态为【${dealStatus ? '已成交' : '未成交'}】吗？`)
// 发起更新
await CustomerApi.updateCustomerDealStatus(customerId.value, dealStatus)
message.success(`更新成交状态成功`)
// 刷新数据
await getCustomer()
} catch {}
}
/** 客户转移 */
const crmTransferFormRef = 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 = () => {
crmTransferFormRef.value?.open('客户转移', customerId.value, CustomerApi.transferCustomer)
transferFormRef.value?.open('客户转移', customerId.value, CustomerApi.transferCustomer)
}
/** 锁定客户 */