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CRM-合同：完善合同表单

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This commit is contained in:
puhui999 2024-01-27 23:11:43 +08:00
parent a64d4240a3
commit ed94205fa7
7 changed files with 375 additions and 115 deletions
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6
src/api/crm/business/index.ts
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@ -1,4 +1,5 @@
import request from '@/config/axios'
import { TransferReqVO } from '@/api/crm/customer'
export interface BusinessVO {
id: number
@ -70,3 +71,8 @@ export const getBusinessPageByContact = async (params) => {
export const getBusinessListByIds = async (val: number[]) => {
return await request.get({ url: '/crm/business/list-by-ids', params: { ids: val.join(',') } })
}
// 商机转移
export const transfer = async (data: TransferReqVO) => {
return await request.put({ url: '/crm/business/transfer', data })
}

2
src/api/crm/contract/index.ts
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@ -1,4 +1,5 @@
import request from '@/config/axios'
import { ProductExpandVO } from '@/api/crm/product'
export interface ContractVO {
id: number
@ -20,6 +21,7 @@ export interface ContractVO {
signUserId: number
contactLastTime: Date
remark: string
productItems: ProductExpandVO[]
}
// 查询 CRM 合同列表

6
src/api/crm/product/index.ts
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@ -12,6 +12,12 @@ export interface ProductVO {
ownerUserId: number
}
export interface ProductExpandVO extends ProductVO {
count: number
discountPercent: number
totalPrice: number
}
// 查询产品列表
export const getProductPage = async (params) => {
return await request.get({ url: `/crm/product/page`, params })

3
src/components/Table/index.ts
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@ -1,6 +1,7 @@
import Table from './src/Table.vue'
import { ElTable } from 'element-plus'
import { TableSetPropsType } from '@/types/table'
import TableSelectForm from './src/TableSelectForm.vue'
export interface TableExpose {
setProps: (props: Recordable) => void
@ -9,4 +10,4 @@ export interface TableExpose {
elTableRef: ComponentRef<typeof ElTable>
}
export { Table }
export { Table, TableSelectForm }

90
src/components/Table/src/TableSelectForm.vue Normal file
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@ -0,0 +1,90 @@
<template>
<Dialog v-model="dialogVisible" :appendToBody="true" :scroll="true" :title="title" width="60%">
<el-table
ref="multipleTableRef"
v-loading="loading"
:data="list"
:show-overflow-tooltip="true"
:stripe="true"
@selection-change="handleSelectionChange"
>
<el-table-column type="selection" width="55" />
<slot></slot>
</el-table>
<!-- 分页 -->
<Pagination
v-model:limit="queryParams.pageSize"
v-model:page="queryParams.pageNo"
:total="total"
@pagination="getList"
/>
<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 { ElTable } from 'element-plus'
defineOptions({ name: 'TableSelectForm' })
withDefaults(
defineProps<{
modelValue: any[]
title: string
}>(),
{ modelValue: () => [], title: '选择' }
)
const list = ref([]) // 列表的数据
const total = ref(0) // 列表的总页数
const loading = ref(false) // 列表的加载中
const dialogVisible = ref(false) // 弹窗的是否展示
const formLoading = ref(false)
const queryParams = reactive({
pageNo: 1,
pageSize: 10
})
// 确认选择时的触发事件
const emits = defineEmits<{
(e: 'update:modelValue', v: number[]): void
}>()
const multipleTableRef = ref<InstanceType<typeof ElTable>>()
const multipleSelection = ref<any[]>([])
const handleSelectionChange = (val: any[]) => {
multipleSelection.value = val
}
/** 触发 */
const submitForm = () => {
formLoading.value = true
try {
emits('update:modelValue', multipleSelection.value) // 返回选择的原始数据由使用方处理
} finally {
formLoading.value = false
// 关闭弹窗
dialogVisible.value = false
}
}
const getList = async (getListFunc: Function) => {
loading.value = true
try {
const data = await getListFunc(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 打开弹窗 */
const open = async (getListFunc: Function) => {
dialogVisible.value = true
await nextTick()
if (multipleSelection.value.length > 0) {
multipleTableRef.value!.clearSelection()
}
await getList(getListFunc)
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
</script>

269
src/views/crm/contract/ContractForm.vue
View File

@ -1,54 +1,108 @@
<template>
<Dialog :title="dialogTitle" v-model="dialogVisible">
<Dialog v-model="dialogVisible" :title="dialogTitle" width="70%">
<el-form
ref="formRef"
v-loading="formLoading"
:model="formData"
:rules="formRules"
label-width="100px"
v-loading="formLoading"
>
<el-row>
<el-col :span="24" class="mb-10px">
<CardTitle title="基本信息" />
</el-col>
<el-col :span="12">
<el-form-item label="合同名称" prop="name">
<el-input v-model="formData.name" placeholder="请输入合同名称" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户" prop="customerId">
<el-input v-model="formData.customerId" placeholder="请选择对应客户" />
</el-form-item>
</el-col>
</el-row>
<el-form-item label="商机名称" prop="businessId">
<el-input v-model="formData.businessId" placeholder="请选择对应商机" />
</el-form-item>
<el-form-item label="工作流" prop="processInstanceId">
<el-input v-model="formData.processInstanceId" placeholder="请选择工作流" />
</el-form-item>
<el-form-item label="下单日期" prop="orderDate">
<el-date-picker
v-model="formData.orderDate"
type="date"
value-format="x"
placeholder="选择下单日期"
/>
</el-form-item>
<el-form-item label="负责人" prop="ownerUserId">
<el-input v-model="formData.ownerUserId" placeholder="请选择负责人" />
</el-form-item>
<el-form-item label="合同编号" prop="no">
<el-input v-model="formData.no" placeholder="请输入合同编号" />
</el-form-item>
<el-row>
</el-col>
<el-col :span="12">
<el-form-item label="客户" prop="customerId">
<el-select v-model="formData.customerId">
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户签约人" prop="contactId">
<el-select v-model="formData.contactId" :disabled="!formData.customerId">
<el-option
v-for="item in getContactOptions"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="公司签约人" prop="signUserId">
<el-select v-model="formData.signUserId">
<el-option
v-for="item in userList"
:key="item.id"
:label="item.nickname"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="负责人" prop="ownerUserId">
<el-select v-model="formData.ownerUserId">
<el-option
v-for="item in userList"
:key="item.id"
:label="item.nickname"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="商机名称" prop="businessId">
<el-select v-model="formData.businessId">
<el-option
v-for="item in businessList"
:key="item.id"
:label="item.name"
:value="item.id!"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="合同金额(元)" prop="price">
<el-input v-model="formData.price" placeholder="请输入合同金额" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="下单日期" prop="orderDate">
<el-date-picker
v-model="formData.orderDate"
placeholder="选择下单日期"
type="date"
value-format="x"
/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="开始时间" prop="startTime">
<el-date-picker
v-model="formData.startTime"
placeholder="选择开始时间"
type="date"
value-format="x"
placeholder="选择开始时间"
/>
</el-form-item>
</el-col>
@ -56,72 +110,60 @@
<el-form-item label="结束时间" prop="endTime">
<el-date-picker
v-model="formData.endTime"
placeholder="选择结束时间"
type="date"
value-format="x"
placeholder="选择结束时间"
/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="8">
<el-form-item label="合同金额" prop="price">
<el-input v-model="formData.price" placeholder="请输入合同金额" />
<el-col :span="24">
<el-form-item label="备注" prop="remark">
<el-input
v-model="formData.remark"
:rows="3"
placeholder="请输入备注"
type="textarea"
/>
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="整单折扣" prop="discountPercent">
<el-col :span="24">
<el-form-item label="产品列表" prop="productList">
<ProductList v-model="formData.productItems" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="整单折扣(%)" prop="discountPercent">
<el-input v-model="formData.discountPercent" placeholder="请输入整单折扣" />
</el-form-item>
</el-col>
<el-col :span="8">
<el-form-item label="产品总金额" prop="productPrice">
<el-col :span="12">
<el-form-item label="产品总金额(元)" prop="productPrice">
<el-input v-model="formData.productPrice" placeholder="请输入产品总金额" />
</el-form-item>
</el-col>
</el-row>
<el-form-item label="只读权限的用户" prop="roUserIds">
<el-input v-model="formData.roUserIds" placeholder="请输入只读权限的用户" />
</el-form-item>
<el-form-item label="读写权限的用户" prop="rwUserIds">
<el-input v-model="formData.rwUserIds" placeholder="请输入读写权限的用户" />
</el-form-item>
<el-row>
<el-col :span="12">
<el-form-item label="联系人编号" prop="contactId">
<el-input v-model="formData.contactId" placeholder="请输入联系人编号" />
</el-form-item>
<el-col :span="24">
<CardTitle class="mb-10px" title="审批信息" />
</el-col>
<el-col :span="12">
<el-form-item label="公司签约人" prop="signUserId">
<el-input v-model="formData.signUserId" placeholder="请输入公司签约人" />
<el-form-item label="工作流" prop="processInstanceId">
<el-input v-model="formData.processInstanceId" placeholder="请选择工作流" />
</el-form-item>
</el-col>
</el-row>
<el-form-item label="最后跟进时间" prop="contactLastTime">
<el-date-picker
v-model="formData.contactLastTime"
type="date"
value-format="x"
placeholder="选择最后跟进时间"
/>
</el-form-item>
<el-form-item label="备注" prop="remark">
<el-input v-model="formData.remark" placeholder="请输入备注" />
</el-form-item>
</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 CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import * as UserApi from '@/api/system/user'
import * as ContactApi from '@/api/crm/contact'
import * as BusinessApi from '@/api/crm/business'
import ProductList from './components/ProductList.vue'
const { t } = useI18n() // 国际化
const message = useMessage() // 消息弹窗
@ -130,38 +172,34 @@ const dialogVisible = ref(false) // 弹窗的是否展示
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 formType = ref('') // 表单的类型：create - 新增；update - 修改
const formData = ref({
id: undefined,
name: undefined,
customerId: undefined,
businessId: undefined,
processInstanceId: undefined,
orderDate: undefined,
ownerUserId: undefined,
no: undefined,
startTime: undefined,
endTime: undefined,
price: undefined,
discountPercent: undefined,
productPrice: undefined,
roUserIds: undefined,
rwUserIds: undefined,
contactId: undefined,
signUserId: undefined,
contactLastTime: undefined,
remark: undefined
})
const formData = ref<ContractApi.ContractVO>({} as ContractApi.ContractVO)
const formRules = reactive({
name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }]
})
const formRef = ref() // 表单 Ref
watch(
() => formData.value.productItems,
(val) => {
if (!val || val.length === 0) {
formData.value.productPrice = 0
return
}
// 使用reduce函数进行累加
formData.value.productPrice = val.reduce(
(accumulator, currentValue) =>
isNaN(accumulator + currentValue.totalPrice) ? 0 : accumulator + currentValue.totalPrice,
0
)
},
{ deep: true }
)
/** 打开弹窗 */
const open = async (type: string, id?: number) => {
dialogVisible.value = true
dialogTitle.value = t('action.' + type)
formType.value = type
resetForm()
await getAllApi()
// 修改时，设置数据
if (id) {
formLoading.value = true
@ -172,6 +210,9 @@ const open = async (type: string, id?: number) => {
}
}
}
const getAllApi = async () => {
await Promise.all([getCustomerList(), getUserList(), getContactListList(), getBusinessList()])
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
/** 提交表单 */
@ -199,30 +240,32 @@ const submitForm = async () => {
formLoading.value = false
}
}
const customerList = ref<CustomerApi.CustomerVO[]>([])
/** 获取客户 */
const getCustomerList = async () => {
customerList.value = await CustomerApi.getSimpleCustomerList()
}
const contactList = ref<ContactApi.ContactVO[]>([])
/** 动态获取客户联系人 */
const getContactOptions = computed(() =>
contactList.value.filter((item) => item.customerId === formData.value.customerId)
)
const getContactListList = async () => {
contactList.value = await ContactApi.getSimpleContactList()
}
const userList = ref<UserApi.UserVO[]>([])
/** 获取用户列表 */
const getUserList = async () => {
userList.value = await UserApi.getSimpleUserList()
}
const businessList = ref<BusinessApi.BusinessVO[]>([])
/** 获取商机 */
const getBusinessList = async () => {
businessList.value = await BusinessApi.getSimpleBusinessList()
}
/** 重置表单 */
const resetForm = () => {
formData.value = {
id: undefined,
name: undefined,
customerId: undefined,
businessId: undefined,
processInstanceId: undefined,
orderDate: undefined,
ownerUserId: undefined,
no: undefined,
startTime: undefined,
endTime: undefined,
price: undefined,
discountPercent: undefined,
productPrice: undefined,
roUserIds: undefined,
rwUserIds: undefined,
contactId: undefined,
signUserId: undefined,
contactLastTime: undefined,
remark: undefined
}
formData.value = {} as ContractApi.ContractVO
formRef.value?.resetFields()
}
</script>

112
src/views/crm/contract/components/ProductList.vue Normal file
View File

@ -0,0 +1,112 @@
<template>
<el-row justify="end">
<el-button plain type="primary" @click="openForm">添加产品</el-button>
</el-row>
<el-table :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="产品名称" prop="name" width="160" />
<el-table-column align="center" label="产品类型" prop="categoryName" width="160" />
<el-table-column align="center" label="产品单位" prop="unit">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="scope.row.unit" />
</template>
</el-table-column>
<el-table-column align="center" label="产品编码" prop="no" />
<el-table-column
:formatter="fenToYuanFormat"
align="center"
label="价格（元）"
prop="price"
width="100"
/>
<el-table-column align="center" label="数量" prop="count" width="200">
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
<el-input-number v-model="row.count" class="!w-100%" />
</template>
</el-table-column>
<el-table-column align="center" label="折扣(%)" prop="discountPercent" width="200">
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
<el-input-number v-model="row.discountPercent" class="!w-100%" />
</template>
</el-table-column>
<el-table-column align="center" label="合计" prop="totalPrice" width="100">
<template #default="{ row }: { row: ProductApi.ProductExpandVO }">
{{ getTotalPrice(row) }}
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="130">
<template #default="scope">
<el-button link type="danger" @click="handleDelete(scope.row.id)"> 移除</el-button>
</template>
</el-table-column>
</el-table>
<!-- table 选择表单 -->
<TableSelectForm ref="tableSelectFormRef" v-model="multipleSelection" title="选择商品">
<el-table-column align="center" label="产品名称" prop="name" width="160" />
<el-table-column align="center" label="产品类型" prop="categoryName" width="160" />
<el-table-column align="center" label="产品单位" prop="unit">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_PRODUCT_UNIT" :value="scope.row.unit" />
</template>
</el-table-column>
<el-table-column align="center" label="产品编码" prop="no" />
<el-table-column
:formatter="fenToYuanFormat"
align="center"
label="价格（元）"
prop="price"
width="100"
/>
</TableSelectForm>
</template>
<script lang="ts" setup>
import * as ProductApi from '@/api/crm/product'
import { DICT_TYPE } from '@/utils/dict'
import { fenToYuanFormat } from '@/utils/formatter'
import { TableSelectForm } from '@/components/Table/index'
defineOptions({ name: 'ProductList' })
withDefaults(defineProps<{ modelValue: any[] }>(), { modelValue: () => [] })
const emits = defineEmits<{
(e: 'update:modelValue', v: any[]): void
}>()
const list = ref<ProductApi.ProductExpandVO[]>([])
const handleDelete = (id: number) => {
const index = list.value.findIndex((item) => item.id === id)
if (index !== -1) {
list.value.splice(index, 1)
}
}
const tableSelectFormRef = ref<InstanceType<typeof TableSelectForm>>()
const multipleSelection = ref<ProductApi.ProductExpandVO[]>([])
const openForm = () => {
tableSelectFormRef.value?.open(ProductApi.getProductPage)
}
const getTotalPrice = computed(() => (row: ProductApi.ProductExpandVO) => {
const totalPrice = (row.price * row.count * row.discountPercent) / 100
row.totalPrice = isNaN(totalPrice) ? 0 : totalPrice
return isNaN(totalPrice) ? 0 : totalPrice
})
watch(
list,
(val) => {
if (!val || val.length === 0) {
return
}
emits('update:modelValue', list.value)
},
{ deep: true }
)
watch(
multipleSelection,
(val) => {
if (!val || val.length === 0) {
return
}
const ids = list.value.map((item) => item.id)
list.value.push(...multipleSelection.value.filter((item) => ids.indexOf(item.id) === -1))
},
{ deep: true }
)
</script>