feat:【ele】【crm】business 的迁移初始化

This commit is contained in:
YunaiV
2025-11-18 21:22:39 +08:00
parent 4dc9ffdb29
commit 67af3f6e80
15 changed files with 1941 additions and 9 deletions

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@@ -29,15 +29,15 @@ const routes: RouteRecordRaw[] = [
// }, // },
// component: () => import('#/views/crm/customer/detail/index.vue'), // component: () => import('#/views/crm/customer/detail/index.vue'),
// }, // },
// { {
// path: 'business/detail/:id', path: 'business/detail/:id',
// name: 'CrmBusinessDetail', name: 'CrmBusinessDetail',
// meta: { meta: {
// title: '商机详情', title: '商机详情',
// activePath: '/crm/business', activePath: '/crm/business',
// }, },
// component: () => import('#/views/crm/business/detail/index.vue'), component: () => import('#/views/crm/business/detail/index.vue'),
// }, },
{ {
path: 'contract/detail/:id', path: 'contract/detail/:id',
name: 'CrmContractDetail', name: 'CrmContractDetail',

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@@ -0,0 +1,52 @@
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
/** 商机关联列表列定义 */
export function useBusinessDetailListColumns(): VxeTableGridOptions['columns'] {
return [
{
type: 'checkbox',
width: 50,
fixed: 'left',
},
{
field: 'name',
title: '商机名称',
fixed: 'left',
slots: { default: 'name' },
},
{
field: 'customerName',
title: '客户名称',
fixed: 'left',
slots: { default: 'customerName' },
},
{
field: 'totalPrice',
title: '商机金额(元)',
formatter: 'formatAmount2',
},
{
field: 'dealTime',
title: '预计成交日期',
formatter: 'formatDate',
},
{
field: 'ownerUserName',
title: '负责人',
},
{
field: 'ownerUserDeptName',
title: '所属部门',
},
{
field: 'statusTypeName',
title: '商机状态组',
fixed: 'right',
},
{
field: 'statusName',
title: '商机阶段',
fixed: 'right',
},
];
}

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@@ -0,0 +1,149 @@
<!-- 商机选择对话框用于联系人详情中关联已有商机 -->
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmBusinessApi } from '#/api/crm/business';
import { ref } from 'vue';
import { useRouter } from 'vue-router';
import { useVbenModal } from '@vben/common-ui';
import { ElButton, ElMessage } from 'element-plus';
import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
import { getBusinessPageByCustomer } from '#/api/crm/business';
import { $t } from '#/locales';
import Form from '../modules/form.vue';
import { useBusinessDetailListColumns } from './data';
const props = defineProps<{
customerId?: number; // 关联联系人与商机时,需要传入 customerId 进行筛选
}>();
const emit = defineEmits(['success']);
const { push } = useRouter();
const [FormModal, formModalApi] = useVbenModal({
connectedComponent: Form,
destroyOnClose: true,
});
const checkedRows = ref<CrmBusinessApi.Business[]>([]);
function setCheckedRows({ records }: { records: CrmBusinessApi.Business[] }) {
checkedRows.value = records;
}
/** 刷新表格 */
function handleRefresh() {
gridApi.query();
}
/** 创建商机 */
function handleCreate() {
formModalApi.setData({ customerId: props.customerId }).open();
}
/** 查看商机详情 */
function handleDetail(row: CrmBusinessApi.Business) {
push({ name: 'CrmBusinessDetail', params: { id: row.id } });
}
/** 查看客户详情 */
function handleCustomerDetail(row: CrmBusinessApi.Business) {
push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
}
/** 商机关联弹窗 */
const [Modal, modalApi] = useVbenModal({
async onConfirm() {
if (checkedRows.value.length === 0) {
ElMessage.error('请先选择商机后操作!');
return;
}
modalApi.lock();
// 提交表单
try {
const businessIds = checkedRows.value.map((item) => item.id);
// 关闭并提示
await modalApi.close();
emit('success', businessIds, checkedRows.value);
} finally {
modalApi.unlock();
}
},
});
/** 商机选择表格 */
const [Grid, gridApi] = useVbenVxeGrid({
formOptions: {
schema: [
{
fieldName: 'name',
label: '商机名称',
component: 'Input',
},
],
},
gridOptions: {
columns: useBusinessDetailListColumns(),
height: 600,
keepSource: true,
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
return await getBusinessPageByCustomer({
pageNo: page.currentPage,
pageSize: page.pageSize,
customerId: props.customerId,
...formValues,
});
},
},
},
rowConfig: {
keyField: 'id',
},
toolbarConfig: {
refresh: true,
search: true,
},
} as VxeTableGridOptions<CrmBusinessApi.Business>,
gridEvents: {
checkboxAll: setCheckedRows,
checkboxChange: setCheckedRows,
},
});
</script>
<template>
<Modal title="关联商机" class="w-2/5">
<FormModal @success="handleRefresh" />
<Grid>
<template #toolbar-tools>
<TableAction
:actions="[
{
label: $t('ui.actionTitle.create', ['商机']),
type: 'primary',
icon: ACTION_ICON.ADD,
auth: ['crm:business:create'],
onClick: handleCreate,
},
]"
/>
</template>
<template #name="{ row }">
<ElButton type="primary" link @click="handleDetail(row)">
{{ row.name }}
</ElButton>
</template>
<template #customerName="{ row }">
<ElButton type="primary" link @click="handleCustomerDetail(row)">
{{ row.customerName }}
</ElButton>
</template>
</Grid>
</Modal>
</template>

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@@ -0,0 +1,215 @@
<!-- 商机列表用于客户联系人详情中展示其关联的商机列表 -->
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmBusinessApi } from '#/api/crm/business';
import type { CrmContactApi } from '#/api/crm/contact';
import { ref } from 'vue';
import { useRouter } from 'vue-router';
import { confirm, useVbenModal } from '@vben/common-ui';
import { ElButton, ElMessage } from 'element-plus';
import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
import {
getBusinessPageByContact,
getBusinessPageByCustomer,
} from '#/api/crm/business';
import {
createContactBusinessList,
deleteContactBusinessList,
} from '#/api/crm/contact';
import { BizTypeEnum } from '#/api/crm/permission';
import { $t } from '#/locales';
import Form from '../modules/form.vue';
import { useBusinessDetailListColumns } from './data';
import ListModal from './detail-list-modal.vue';
const props = defineProps<{
bizId: number; // 业务编号
bizType: number; // 业务类型
contactId?: number; // 特殊:联系人编号;在【联系人】详情中,可以传递联系人编号,默认新建的商机关联到该联系人
customerId?: number; // 关联联系人与商机时,需要传入 customerId 进行筛选
}>();
const { push } = useRouter();
const [FormModal, formModalApi] = useVbenModal({
connectedComponent: Form,
destroyOnClose: true,
});
const [DetailListModal, detailListModalApi] = useVbenModal({
connectedComponent: ListModal,
destroyOnClose: true,
});
const checkedRows = ref<CrmBusinessApi.Business[]>([]);
function setCheckedRows({ records }: { records: CrmBusinessApi.Business[] }) {
checkedRows.value = records;
}
/** 刷新表格 */
function handleRefresh() {
gridApi.query();
}
/** 创建商机 */
function handleCreate() {
formModalApi
.setData({ customerId: props.customerId, contactId: props.contactId })
.open();
}
/** 关联商机 */
function handleCreateBusiness() {
detailListModalApi.setData({ customerId: props.customerId }).open();
}
/** 解除商机关联 */
async function handleDeleteContactBusinessList() {
if (checkedRows.value.length === 0) {
ElMessage.error('请先选择商机后操作!');
return;
}
return new Promise((resolve, reject) => {
confirm({
content: `确定要将${checkedRows.value.map((item) => item.name).join(',')}解除关联吗?`,
})
.then(async () => {
const res = await deleteContactBusinessList({
contactId: props.bizId,
businessIds: checkedRows.value.map((item) => item.id),
});
if (res) {
// 提示并返回成功
ElMessage.success($t('ui.actionMessage.operationSuccess'));
handleRefresh();
resolve(true);
} else {
reject(new Error($t('ui.actionMessage.operationFailed')));
}
})
.catch(() => {
reject(new Error('取消操作'));
});
});
}
/** 查看商机详情 */
function handleDetail(row: CrmBusinessApi.Business) {
push({ name: 'CrmBusinessDetail', params: { id: row.id } });
}
/** 查看客户详情 */
function handleCustomerDetail(row: CrmBusinessApi.Business) {
push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
}
/** 创建联系人关联的商机 */
async function handleCreateContactBusinessList(businessIds: number[]) {
const data = {
contactId: props.bizId,
businessIds,
} as CrmContactApi.ContactBusinessReqVO;
await createContactBusinessList(data);
handleRefresh();
}
/** 商机关联表格 */
const [Grid, gridApi] = useVbenVxeGrid({
gridOptions: {
columns: useBusinessDetailListColumns(),
height: 600,
keepSource: true,
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
if (props.bizType === BizTypeEnum.CRM_CUSTOMER) {
return await getBusinessPageByCustomer({
pageNo: page.currentPage,
pageSize: page.pageSize,
customerId: props.customerId,
...formValues,
});
} else if (props.bizType === BizTypeEnum.CRM_CONTACT) {
return await getBusinessPageByContact({
pageNo: page.currentPage,
pageSize: page.pageSize,
contactId: props.contactId,
...formValues,
});
} else {
return [];
}
},
},
},
rowConfig: {
keyField: 'id',
isHover: true,
},
toolbarConfig: {
refresh: true,
search: true,
},
} as VxeTableGridOptions<CrmBusinessApi.Business>,
gridEvents: {
checkboxAll: setCheckedRows,
checkboxChange: setCheckedRows,
},
});
</script>
<template>
<div>
<FormModal @success="handleRefresh" />
<DetailListModal
:customer-id="customerId"
@success="handleCreateContactBusinessList"
/>
<Grid>
<template #toolbar-tools>
<TableAction
:actions="[
{
label: $t('ui.actionTitle.create', ['商机']),
type: 'primary',
icon: ACTION_ICON.ADD,
auth: ['crm:business:create'],
onClick: handleCreate,
},
{
label: '关联',
icon: ACTION_ICON.ADD,
type: 'default',
auth: ['crm:contact:create-business'],
ifShow: () => !!contactId,
onClick: handleCreateBusiness,
},
{
label: '解除关联',
icon: ACTION_ICON.ADD,
type: 'default',
auth: ['crm:contact:create-business'],
ifShow: () => !!contactId,
onClick: handleDeleteContactBusinessList,
},
]"
/>
</template>
<template #name="{ row }">
<ElButton type="primary" link @click="handleDetail(row)">
{{ row.name }}
</ElButton>
</template>
<template #customerName="{ row }">
<ElButton type="primary" link @click="handleCustomerDetail(row)">
{{ row.customerName }}
</ElButton>
</template>
</Grid>
</div>
</template>

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@@ -0,0 +1 @@
export { default as BusinessDetailsList } from './detail-list.vue';

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@@ -0,0 +1,280 @@
import type { VbenFormSchema } from '#/adapter/form';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import { useUserStore } from '@vben/stores';
import { erpPriceMultiply } from '@vben/utils';
import { z } from '#/adapter/form';
import { getBusinessStatusTypeSimpleList } from '#/api/crm/business/status';
import { getCustomerSimpleList } from '#/api/crm/customer';
import { getSimpleUserList } from '#/api/system/user';
/** 新增/修改的表单 */
export function useFormSchema(): VbenFormSchema[] {
const userStore = useUserStore();
return [
{
fieldName: 'id',
component: 'Input',
dependencies: {
triggerFields: [''],
show: () => false,
},
},
{
fieldName: 'name',
label: '商机名称',
component: 'Input',
rules: 'required',
componentProps: {
placeholder: '请输入商机名称',
allowClear: true,
},
},
{
fieldName: 'ownerUserId',
label: '负责人',
component: 'ApiSelect',
dependencies: {
triggerFields: ['id'],
disabled: (values) => values.id,
},
componentProps: {
api: getSimpleUserList,
labelField: 'nickname',
valueField: 'id',
placeholder: '请选择负责人',
allowClear: true,
},
defaultValue: userStore.userInfo?.id,
rules: 'required',
},
{
fieldName: 'customerId',
label: '客户名称',
component: 'ApiSelect',
componentProps: {
api: getCustomerSimpleList,
labelField: 'name',
valueField: 'id',
placeholder: '请选择客户',
allowClear: true,
},
dependencies: {
triggerFields: ['id'],
disabled: (values) => values.customerDefault,
},
rules: 'required',
},
{
fieldName: 'contactId',
label: '合同名称',
component: 'Input',
dependencies: {
triggerFields: [''],
show: () => false,
},
},
{
fieldName: 'statusTypeId',
label: '商机状态组',
component: 'ApiSelect',
componentProps: {
api: getBusinessStatusTypeSimpleList,
labelField: 'name',
valueField: 'id',
placeholder: '请选择商机状态组',
allowClear: true,
},
dependencies: {
triggerFields: ['id'],
disabled: (values) => values.id,
},
rules: 'required',
},
{
fieldName: 'dealTime',
label: '预计成交日期',
component: 'DatePicker',
componentProps: {
showTime: false,
format: 'YYYY-MM-DD HH:mm:ss',
valueFormat: 'x',
placeholder: '请选择预计成交日期',
},
},
{
fieldName: 'product',
label: '产品清单',
component: 'Input',
formItemClass: 'col-span-3',
componentProps: {
placeholder: '请输入产品清单',
allowClear: true,
},
},
{
fieldName: 'totalProductPrice',
label: '产品总金额',
component: 'InputNumber',
componentProps: {
min: 0,
precision: 2,
disabled: true,
placeholder: '请输入产品总金额',
controlsPosition: 'right',
class: '!w-full',
},
rules: z.number().min(0).optional().default(0),
},
{
fieldName: 'discountPercent',
label: '整单折扣(%',
component: 'InputNumber',
componentProps: {
min: 0,
precision: 2,
placeholder: '请输入整单折扣',
controlsPosition: 'right',
class: '!w-full',
},
rules: z.number().min(0).max(100).optional().default(0),
},
{
fieldName: 'totalPrice',
label: '折扣后金额',
component: 'InputNumber',
componentProps: {
min: 0,
precision: 2,
disabled: true,
placeholder: '请输入折扣后金额',
controlsPosition: 'right',
class: '!w-full',
},
dependencies: {
triggerFields: ['totalProductPrice', 'discountPercent'],
trigger(values, form) {
const discountPrice =
erpPriceMultiply(
values.totalProductPrice,
values.discountPercent / 100,
) ?? 0;
form.setFieldValue(
'totalPrice',
values.totalProductPrice - discountPrice,
);
},
},
},
];
}
/** 列表的搜索表单 */
export function useGridFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'name',
label: '商机名称',
component: 'Input',
componentProps: {
placeholder: '请输入商机名称',
allowClear: true,
},
},
];
}
/** 列表的字段 */
export function useGridColumns(): VxeTableGridOptions['columns'] {
return [
{
field: 'name',
title: '商机名称',
fixed: 'left',
width: 160,
slots: { default: 'name' },
},
{
field: 'customerName',
title: '客户名称',
fixed: 'left',
width: 120,
slots: { default: 'customerName' },
},
{
field: 'totalPrice',
title: '商机金额(元)',
width: 140,
formatter: 'formatAmount2',
},
{
field: 'dealTime',
title: '预计成交日期',
formatter: 'formatDate',
width: 180,
},
{
field: 'remark',
title: '备注',
width: 200,
},
{
field: 'contactNextTime',
title: '下次联系时间',
formatter: 'formatDateTime',
width: 180,
},
{
field: 'ownerUserName',
title: '负责人',
width: 100,
},
{
field: 'ownerUserDeptName',
title: '所属部门',
width: 100,
},
{
field: 'contactLastTime',
title: '最后跟进时间',
formatter: 'formatDateTime',
width: 180,
},
{
field: 'updateTime',
title: '更新时间',
formatter: 'formatDateTime',
width: 180,
},
{
field: 'createTime',
title: '创建时间',
formatter: 'formatDateTime',
width: 180,
},
{
field: 'creatorName',
title: '创建人',
width: 100,
},
{
field: 'statusTypeName',
title: '商机状态组',
fixed: 'right',
width: 140,
},
{
field: 'statusName',
title: '商机阶段',
fixed: 'right',
width: 120,
},
{
title: '操作',
width: 130,
fixed: 'right',
slots: { default: 'actions' },
},
];
}

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@@ -0,0 +1,141 @@
import type { Ref } from 'vue';
import type { VbenFormSchema } from '#/adapter/form';
import type { CrmBusinessApi } from '#/api/crm/business';
import type { DescriptionItemSchema } from '#/components/description';
import { erpPriceInputFormatter, formatDateTime } from '@vben/utils';
import {
DEFAULT_STATUSES,
getBusinessStatusSimpleList,
} from '#/api/crm/business/status';
/** 详情页的字段 */
export function useDetailSchema(): DescriptionItemSchema[] {
return [
{
field: 'customerName',
label: '客户名称',
},
{
field: 'totalPrice',
label: '商机金额(元)',
render: (val) => erpPriceInputFormatter(val),
},
{
field: 'statusTypeName',
label: '商机组',
},
{
field: 'ownerUserName',
label: '负责人',
},
{
field: 'createTime',
label: '创建时间',
render: (val) => formatDateTime(val) as string,
},
];
}
/** 详情页的基础字段 */
export function useDetailBaseSchema(): DescriptionItemSchema[] {
return [
{
field: 'name',
label: '商机名称',
},
{
field: 'customerName',
label: '客户名称',
},
{
field: 'totalPrice',
label: '商机金额(元)',
render: (val) => erpPriceInputFormatter(val),
},
{
field: 'dealTime',
label: '预计成交日期',
render: (val) => formatDateTime(val) as string,
},
{
field: 'contactNextTime',
label: '下次联系时间',
render: (val) => formatDateTime(val) as string,
},
{
field: 'statusTypeName',
label: '商机状态组',
},
{
field: 'statusName',
label: '商机阶段',
},
{
field: 'remark',
label: '备注',
},
];
}
/** 商机状态更新表单 */
export function useStatusFormSchema(
formData: Ref<CrmBusinessApi.Business | undefined>,
): VbenFormSchema[] {
return [
{
fieldName: 'id',
component: 'Input',
dependencies: {
triggerFields: [''],
show: () => false,
},
},
{
fieldName: 'statusId',
label: '商机状态',
component: 'Input',
dependencies: {
triggerFields: [''],
show: () => false,
},
},
{
fieldName: 'endStatus',
label: '商机状态',
component: 'Input',
dependencies: {
triggerFields: [''],
show: () => false,
},
},
{
fieldName: 'status',
label: '商机阶段',
component: 'Select',
dependencies: {
triggerFields: [''],
async componentProps() {
const statusList = await getBusinessStatusSimpleList(
formData.value?.statusTypeId ?? 0,
);
const statusOptions = statusList.map((item) => ({
label: `${item.name}(赢单率:${item.percent}%)`,
value: item.id,
}));
const options = DEFAULT_STATUSES.map((item) => ({
label: `${item.name}(赢单率:${item.percent}%)`,
value: item.endStatus,
}));
statusOptions.push(...options);
return {
options: statusOptions,
};
},
},
rules: 'required',
},
];
}

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<script setup lang="ts">
import type { CrmBusinessApi } from '#/api/crm/business';
import type { SystemOperateLogApi } from '#/api/system/operate-log';
import { onMounted, ref } from 'vue';
import { useRoute, useRouter } from 'vue-router';
import { Page, useVbenModal } from '@vben/common-ui';
import { useTabs } from '@vben/hooks';
import { ElCard, ElTabPane, ElTabs } from 'element-plus';
import { getBusiness } from '#/api/crm/business';
import { getOperateLogPage } from '#/api/crm/operateLog';
import { BizTypeEnum } from '#/api/crm/permission';
import { useDescription } from '#/components/description';
import { OperateLog } from '#/components/operate-log';
import { ACTION_ICON, TableAction } from '#/components/table-action';
import { $t } from '#/locales';
import { ContactDetailsList } from '#/views/crm/contact/components';
import { ContractDetailsList } from '#/views/crm/contract/components';
import { FollowUp } from '#/views/crm/followup';
import { PermissionList, TransferForm } from '#/views/crm/permission';
import { ProductDetailsList } from '#/views/crm/product/components';
import Form from '../modules/form.vue';
import { useDetailSchema } from './data';
import BusinessDetailsInfo from './modules/info.vue';
import UpStatusForm from './modules/status-form.vue';
const route = useRoute();
const router = useRouter();
const tabs = useTabs();
const loading = ref(false); // 加载中
const businessId = ref(0); // 商机编号
const business = ref<CrmBusinessApi.Business>({} as CrmBusinessApi.Business); // 商机详情
const logList = ref<SystemOperateLogApi.OperateLog[]>([]);
const permissionListRef = ref<InstanceType<typeof PermissionList>>(); // 团队成员列表 Ref
const activeTabName = ref('1'); // 选中 Tab 名
const [Descriptions] = useDescription({
border: false,
column: 4,
class: 'mx-4',
schema: useDetailSchema(),
});
const [FormModal, formModalApi] = useVbenModal({
connectedComponent: Form,
destroyOnClose: true,
});
const [TransferModal, transferModalApi] = useVbenModal({
connectedComponent: TransferForm,
destroyOnClose: true,
});
const [UpStatusModal, upStatusModalApi] = useVbenModal({
connectedComponent: UpStatusForm,
destroyOnClose: true,
});
/** 加载详情 */
async function getBusinessDetail() {
loading.value = true;
try {
business.value = await getBusiness(businessId.value);
// 操作日志
const res = await getOperateLogPage({
bizType: BizTypeEnum.CRM_BUSINESS,
bizId: businessId.value,
});
logList.value = res.list;
} finally {
loading.value = false;
}
}
/** 返回列表页 */
function handleBack() {
tabs.closeCurrentTab();
router.push({ name: 'CrmBusiness' });
}
/** 编辑商机 */
function handleEdit() {
formModalApi.setData({ id: businessId.value }).open();
}
/** 转移商机 */
function handleTransfer() {
transferModalApi.setData({ bizType: BizTypeEnum.CRM_BUSINESS }).open();
}
/** 更新商机状态操作 */
async function handleUpdateStatus() {
upStatusModalApi.setData(business.value).open();
}
/** 加载数据 */
onMounted(() => {
businessId.value = Number(route.params.id);
getBusinessDetail();
});
</script>
<template>
<Page auto-content-height :title="business?.name" :loading="loading">
<FormModal @success="getBusinessDetail" />
<TransferModal @success="getBusinessDetail" />
<UpStatusModal @success="getBusinessDetail" />
<template #extra>
<TableAction
:actions="[
{
label: '返回',
type: 'default',
icon: 'lucide:arrow-left',
onClick: handleBack,
},
{
label: $t('ui.actionTitle.edit'),
type: 'primary',
icon: ACTION_ICON.EDIT,
auth: ['crm:business:update'],
ifShow: permissionListRef?.validateWrite,
onClick: handleEdit,
},
{
label: '变更商机状态',
type: 'primary',
ifShow: permissionListRef?.validateWrite,
onClick: handleUpdateStatus,
},
{
label: '转移',
type: 'primary',
ifShow: permissionListRef?.validateOwnerUser,
onClick: handleTransfer,
},
]"
/>
</template>
<ElCard class="min-h-[10%]">
<Descriptions :data="business" />
</ElCard>
<ElCard class="mt-4 min-h-[60%]">
<ElTabs v-model:model-value="activeTabName">
<ElTabPane label="跟进记录" name="1">
<FollowUp :biz-id="businessId" :biz-type="BizTypeEnum.CRM_BUSINESS" />
</ElTabPane>
<ElTabPane label="详细资料" name="2">
<BusinessDetailsInfo :business="business" />
</ElTabPane>
<ElTabPane label="联系人" name="3">
<ContactDetailsList
:biz-id="businessId"
:biz-type="BizTypeEnum.CRM_BUSINESS"
:business-id="businessId"
:customer-id="business.customerId"
/>
</ElTabPane>
<ElTabPane label="产品" name="4">
<ProductDetailsList
:biz-id="businessId"
:biz-type="BizTypeEnum.CRM_BUSINESS"
:business="business"
/>
</ElTabPane>
<ElTabPane label="合同" name="5">
<ContractDetailsList
:biz-id="businessId"
:biz-type="BizTypeEnum.CRM_BUSINESS"
/>
</ElTabPane>
<ElTabPane label="操作日志" name="6">
<OperateLog :log-list="logList" />
</ElTabPane>
<ElTabPane label="团队成员" name="7">
<PermissionList
ref="permissionListRef"
:biz-id="businessId"
:biz-type="BizTypeEnum.CRM_BUSINESS"
:show-action="true"
@quit-team="handleBack"
/>
</ElTabPane>
</ElTabs>
</ElCard>
</Page>
</template>

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<script lang="ts" setup>
import type { CrmBusinessApi } from '#/api/crm/business';
import { ElDivider } from 'element-plus';
import { useDescription } from '#/components/description';
import { useFollowUpDetailSchema } from '#/views/crm/followup/data';
import { useDetailBaseSchema } from '../data';
defineProps<{
business: CrmBusinessApi.Business; // 商机信息
}>();
const [BaseDescription] = useDescription({
title: '基本信息',
border: false,
column: 4,
class: 'mx-4',
schema: useDetailBaseSchema(),
});
const [SystemDescription] = useDescription({
title: '系统信息',
border: false,
column: 3,
class: 'mx-4',
schema: useFollowUpDetailSchema(),
});
</script>
<template>
<div class="p-4">
<BaseDescription :data="business" />
<ElDivider />
<SystemDescription :data="business" />
</div>
</template>

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<script lang="ts" setup>
import type { CrmBusinessApi } from '#/api/crm/business';
import { ref } from 'vue';
import { useVbenModal } from '@vben/common-ui';
import { ElMessage } from 'element-plus';
import { useVbenForm } from '#/adapter/form';
import { updateBusinessStatus } from '#/api/crm/business';
import { $t } from '#/locales';
import { useStatusFormSchema } from '../data';
const emit = defineEmits(['success']);
const formData = ref<CrmBusinessApi.Business>();
const [Form, formApi] = useVbenForm({
commonConfig: {
componentProps: {
class: 'w-full',
},
formItemClass: 'col-span-2',
labelWidth: 120,
},
layout: 'horizontal',
schema: useStatusFormSchema(formData),
showDefaultActions: false,
});
const [Modal, modalApi] = useVbenModal({
async onConfirm() {
const { valid } = await formApi.validate();
if (!valid) {
return;
}
modalApi.lock();
// 提交表单
const data = (await formApi.getValues()) as CrmBusinessApi.Business;
try {
if (!data.status) {
return;
}
await updateBusinessStatus({
id: data.id,
statusId: data.status > 0 ? data.status : undefined,
endStatus: data.status < 0 ? -data.status : undefined,
});
// 关闭并提示
await modalApi.close();
emit('success');
ElMessage.success($t('ui.actionMessage.operationSuccess'));
} finally {
modalApi.unlock();
}
},
async onOpenChange(isOpen: boolean) {
if (!isOpen) {
return;
}
// 加载数据
const data = modalApi.getData<CrmBusinessApi.Business>();
if (!data || !data.id) {
return;
}
data.status = data.endStatus === null ? data.statusId : -data.endStatus;
formData.value = data;
modalApi.lock();
try {
// 设置到 values
await formApi.setValues(formData.value);
} finally {
modalApi.unlock();
}
},
});
</script>
<template>
<Modal title="变更商机状态" class="w-2/5">
<Form class="mx-4" />
</Modal>
</template>

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<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmBusinessApi } from '#/api/crm/business';
import { ref } from 'vue';
import { useRouter } from 'vue-router';
import { DocAlert, Page, useVbenModal } from '@vben/common-ui';
import { downloadFileFromBlobPart } from '@vben/utils';
import { ElButton, ElLoading, ElMessage, ElTabPane, ElTabs } from 'element-plus';
import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
import {
deleteBusiness,
exportBusiness,
getBusinessPage,
} from '#/api/crm/business';
import { $t } from '#/locales';
import { useGridColumns, useGridFormSchema } from './data';
import Form from './modules/form.vue';
const { push } = useRouter();
const sceneType = ref('1');
const [FormModal, formModalApi] = useVbenModal({
connectedComponent: Form,
destroyOnClose: true,
});
/** 刷新表格 */
function handleRefresh() {
gridApi.query();
}
/** 处理场景类型的切换 */
function handleChangeSceneType(key: number | string) {
sceneType.value = key.toString();
gridApi.query();
}
/** 导出表格 */
async function handleExport() {
const formValues = await gridApi.formApi.getValues();
const data = await exportBusiness({
sceneType: sceneType.value,
...formValues,
});
downloadFileFromBlobPart({ fileName: '商机.xls', source: data });
}
/** 创建商机 */
function handleCreate() {
formModalApi.setData(null).open();
}
/** 编辑商机 */
function handleEdit(row: CrmBusinessApi.Business) {
formModalApi.setData(row).open();
}
/** 删除商机 */
async function handleDelete(row: CrmBusinessApi.Business) {
const loadingInstance = ElLoading.service({
text: $t('ui.actionMessage.deleting', [row.name]),
});
try {
await deleteBusiness(row.id!);
ElMessage.success($t('ui.actionMessage.deleteSuccess', [row.name]));
handleRefresh();
} finally {
loadingInstance.close();
}
}
/** 查看商机详情 */
function handleDetail(row: CrmBusinessApi.Business) {
push({ name: 'CrmBusinessDetail', params: { id: row.id } });
}
/** 查看客户详情 */
function handleCustomerDetail(row: CrmBusinessApi.Business) {
push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
}
const [Grid, gridApi] = useVbenVxeGrid({
formOptions: {
schema: useGridFormSchema(),
},
gridOptions: {
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
return await getBusinessPage({
pageNo: page.currentPage,
pageSize: page.pageSize,
sceneType: sceneType.value,
...formValues,
});
},
},
},
rowConfig: {
keyField: 'id',
isHover: true,
},
toolbarConfig: {
refresh: true,
search: true,
},
} as VxeTableGridOptions<CrmBusinessApi.Business>,
});
</script>
<template>
<Page auto-content-height>
<template #doc>
<DocAlert
title="【商机】商机管理、商机状态"
url="https://doc.iocoder.cn/crm/business/"
/>
<DocAlert
title="【通用】数据权限"
url="https://doc.iocoder.cn/crm/permission/"
/>
</template>
<FormModal @success="handleRefresh" />
<Grid>
<template #toolbar-actions>
<ElTabs
class="w-full"
@tab-change="handleChangeSceneType"
v-model:model-value="sceneType"
>
<ElTabPane label="我负责的" name="1" />
<ElTabPane label="我参与的" name="2" />
<ElTabPane label="下属负责的" name="3" />
</ElTabs>
</template>
<template #toolbar-tools>
<TableAction
:actions="[
{
label: $t('ui.actionTitle.create', ['商机']),
type: 'primary',
icon: ACTION_ICON.ADD,
auth: ['crm:business:create'],
onClick: handleCreate,
},
{
label: $t('ui.actionTitle.export'),
type: 'primary',
icon: ACTION_ICON.DOWNLOAD,
auth: ['crm:business:export'],
onClick: handleExport,
},
]"
/>
</template>
<template #name="{ row }">
<ElButton type="primary" link @click="handleDetail(row)">
{{ row.name }}
</ElButton>
</template>
<template #customerName="{ row }">
<ElButton type="primary" link @click="handleCustomerDetail(row)">
{{ row.customerName }}
</ElButton>
</template>
<template #actions="{ row }">
<TableAction
:actions="[
{
label: $t('common.edit'),
type: 'primary',
link: true,
icon: ACTION_ICON.EDIT,
auth: ['crm:business:update'],
onClick: handleEdit.bind(null, row),
},
{
label: $t('common.delete'),
type: 'danger',
link: true,
icon: ACTION_ICON.DELETE,
auth: ['crm:business:delete'],
popConfirm: {
title: $t('ui.actionMessage.deleteConfirm', [row.name]),
confirm: handleDelete.bind(null, row),
},
},
]"
/>
</template>
</Grid>
</Page>
</template>

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<script lang="ts" setup>
import type { CrmBusinessApi } from '#/api/crm/business';
import { computed, ref } from 'vue';
import { useVbenModal } from '@vben/common-ui';
import { erpPriceMultiply } from '@vben/utils';
import { ElMessage } from 'element-plus';
import { useVbenForm } from '#/adapter/form';
import {
createBusiness,
getBusiness,
updateBusiness,
} from '#/api/crm/business';
import { BizTypeEnum } from '#/api/crm/permission';
import { $t } from '#/locales';
import { ProductEditTable } from '#/views/crm/product/components';
import { useFormSchema } from '../data';
const emit = defineEmits(['success']);
const formData = ref<CrmBusinessApi.Business>();
const getTitle = computed(() => {
return formData.value?.id
? $t('ui.actionTitle.edit', ['商机'])
: $t('ui.actionTitle.create', ['商机']);
});
function handleUpdateProducts(products: any) {
formData.value = modalApi.getData<CrmBusinessApi.Business>();
formData.value!.products = products;
if (formData.value) {
const totalProductPrice =
formData.value.products?.reduce(
(prev, curr) => prev + curr.totalPrice,
0,
) ?? 0;
const discountPercent = formData.value.discountPercent;
const discountPrice =
discountPercent === null
? 0
: erpPriceMultiply(totalProductPrice, discountPercent / 100);
const totalPrice = totalProductPrice - (discountPrice ?? 0);
formData.value!.totalProductPrice = totalProductPrice;
formData.value!.totalPrice = totalPrice;
formApi.setValues(formData.value!);
}
}
const [Form, formApi] = useVbenForm({
commonConfig: {
componentProps: {
class: 'w-full',
},
labelWidth: 120,
},
wrapperClass: 'grid-cols-3',
layout: 'vertical',
schema: useFormSchema(),
showDefaultActions: false,
});
const [Modal, modalApi] = useVbenModal({
async onConfirm() {
const { valid } = await formApi.validate();
if (!valid) {
return;
}
modalApi.lock();
// 提交表单
const data = (await formApi.getValues()) as CrmBusinessApi.Business;
data.products = formData.value?.products;
try {
await (formData.value?.id ? updateBusiness(data) : createBusiness(data));
// 关闭并提示
await modalApi.close();
emit('success');
ElMessage.success($t('ui.actionMessage.operationSuccess'));
} finally {
modalApi.unlock();
}
},
async onOpenChange(isOpen: boolean) {
if (!isOpen) {
formData.value = undefined;
return;
}
// 加载数据
const data = modalApi.getData<CrmBusinessApi.Business>();
if (!data || !data.id) {
return;
}
modalApi.lock();
try {
formData.value = data.id ? await getBusiness(data.id) : data;
// 设置到 values
await formApi.setValues(formData.value);
} finally {
modalApi.unlock();
}
},
});
</script>
<template>
<Modal :title="getTitle" class="w-1/2">
<Form class="mx-4">
<template #product="slotProps">
<ProductEditTable
v-bind="slotProps"
class="w-full"
:products="formData?.products ?? []"
:biz-type="BizTypeEnum.CRM_BUSINESS"
@update:products="handleUpdateProducts"
/>
</template>
</Form>
</Modal>
</template>

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import type { VbenFormSchema } from '#/adapter/form';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import { handleTree } from '@vben/utils';
import { getDeptList } from '#/api/system/dept';
/** 新增/修改的表单 */
export function useFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'id',
component: 'Input',
dependencies: {
triggerFields: [''],
show: () => false,
},
},
{
fieldName: 'name',
label: '状态组名',
component: 'Input',
rules: 'required',
componentProps: {
placeholder: '请输入状态组名',
},
},
{
fieldName: 'deptIds',
label: '应用部门',
component: 'ApiTreeSelect',
componentProps: {
api: async () => {
const data = await getDeptList();
return handleTree(data);
},
multiple: true,
fieldNames: { label: 'name', value: 'id', children: 'children' },
placeholder: '请选择应用部门',
treeDefaultExpandAll: true,
},
help: '不选择部门时,默认全公司生效',
},
{
fieldName: 'statuses',
label: '阶段设置',
component: 'Input',
rules: 'required',
},
];
}
/** 列表的字段 */
export function useGridColumns(): VxeTableGridOptions['columns'] {
return [
{
field: 'name',
title: '状态组名',
},
{
field: 'deptNames',
title: '应用部门',
formatter: ({ cellValue }) =>
cellValue?.length > 0 ? cellValue.join(' ') : '全公司',
},
{
field: 'creator',
title: '创建人',
},
{
field: 'createTime',
title: '创建时间',
formatter: 'formatDateTime',
},
{
title: '操作',
width: 160,
fixed: 'right',
slots: { default: 'actions' },
},
];
}
/** 商机状态阶段列表列配置 */
export function useFormColumns(): VxeTableGridOptions['columns'] {
return [
{
field: 'defaultStatus',
title: '阶段',
minWidth: 100,
slots: { default: 'defaultStatus' },
},
{
field: 'name',
title: '阶段名称',
minWidth: 100,
slots: { default: 'name' },
},
{
field: 'percent',
title: '赢单率(%',
minWidth: 100,
slots: { default: 'percent' },
},
{
title: '操作',
width: 130,
fixed: 'right',
slots: { default: 'actions' },
},
];
}

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<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmBusinessStatusApi } from '#/api/crm/business/status';
import { DocAlert, Page, useVbenModal } from '@vben/common-ui';
import { ElLoading, ElMessage } from 'element-plus';
import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
import {
deleteBusinessStatus,
getBusinessStatusPage,
} from '#/api/crm/business/status';
import { $t } from '#/locales';
import { useGridColumns } from './data';
import Form from './modules/form.vue';
const [FormModal, formModalApi] = useVbenModal({
connectedComponent: Form,
destroyOnClose: true,
});
/** 刷新表格 */
function handleRefresh() {
gridApi.query();
}
/** 创建商机状态 */
function handleCreate() {
formModalApi.setData(null).open();
}
/** 编辑商机状态 */
function handleEdit(row: CrmBusinessStatusApi.BusinessStatus) {
formModalApi.setData(row).open();
}
/** 删除商机状态 */
async function handleDelete(row: CrmBusinessStatusApi.BusinessStatus) {
const loadingInstance = ElLoading.service({
text: $t('ui.actionMessage.deleting', [row.name]),
});
try {
await deleteBusinessStatus(row.id!);
ElMessage.success($t('ui.actionMessage.deleteSuccess', [row.name]));
handleRefresh();
} finally {
loadingInstance.close();
}
}
const [Grid, gridApi] = useVbenVxeGrid({
gridOptions: {
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
return await getBusinessStatusPage({
pageNo: page.currentPage,
pageSize: page.pageSize,
...formValues,
});
},
},
},
rowConfig: {
keyField: 'id',
isHover: true,
},
toolbarConfig: {
refresh: true,
search: true,
},
} as VxeTableGridOptions<CrmBusinessStatusApi.BusinessStatus>,
});
</script>
<template>
<Page auto-content-height>
<template #doc>
<DocAlert
title="【商机】商机管理、商机状态"
url="https://doc.iocoder.cn/crm/business/"
/>
<DocAlert
title="【通用】数据权限"
url="https://doc.iocoder.cn/crm/permission/"
/>
</template>
<FormModal @success="handleRefresh" />
<Grid table-title="商机状态列表">
<template #toolbar-tools>
<TableAction
:actions="[
{
label: $t('ui.actionTitle.create', ['商机状态']),
type: 'primary',
icon: ACTION_ICON.ADD,
auth: ['system:post:create'],
onClick: handleCreate,
},
]"
/>
</template>
<template #actions="{ row }">
<TableAction
:actions="[
{
label: $t('common.edit'),
type: 'primary',
link: true,
icon: ACTION_ICON.EDIT,
auth: ['crm:business-status:update'],
onClick: handleEdit.bind(null, row),
},
{
label: $t('common.delete'),
type: 'danger',
link: true,
icon: ACTION_ICON.DELETE,
auth: ['crm:business-status:delete'],
popConfirm: {
title: $t('ui.actionMessage.deleteConfirm', [row.name]),
confirm: handleDelete.bind(null, row),
},
},
]"
/>
</template>
</Grid>
</Page>
</template>

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<script lang="ts" setup>
import type { CrmBusinessStatusApi } from '#/api/crm/business/status';
import { computed, nextTick, ref } from 'vue';
import { useVbenModal } from '@vben/common-ui';
import { ElInput, ElInputNumber, ElMessage } from 'element-plus';
import { useVbenForm } from '#/adapter/form';
import { TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
import {
createBusinessStatus,
DEFAULT_STATUSES,
getBusinessStatus,
updateBusinessStatus,
} from '#/api/crm/business/status';
import { $t } from '#/locales';
import { useFormColumns, useFormSchema } from '../data';
const emit = defineEmits(['success']);
const formData = ref<CrmBusinessStatusApi.BusinessStatus>();
const getTitle = computed(() => {
return formData.value?.id
? $t('ui.actionTitle.edit', ['商机状态'])
: $t('ui.actionTitle.create', ['商机状态']);
});
const [Form, formApi] = useVbenForm({
commonConfig: {
componentProps: {
class: 'w-full',
},
formItemClass: 'col-span-2',
labelWidth: 80,
},
layout: 'horizontal',
schema: useFormSchema(),
showDefaultActions: false,
});
const [Modal, modalApi] = useVbenModal({
async onConfirm() {
const { valid } = await formApi.validate();
if (!valid) {
return;
}
modalApi.lock();
// 提交表单
const data =
(await formApi.getValues()) as CrmBusinessStatusApi.BusinessStatus;
try {
if (formData.value?.statuses && formData.value.statuses.length > 0) {
data.statuses = formData.value.statuses;
data.statuses.splice(-3, 3);
}
await (formData.value?.id
? updateBusinessStatus(data)
: createBusinessStatus(data));
// 关闭并提示
await modalApi.close();
emit('success');
ElMessage.success($t('ui.actionMessage.operationSuccess'));
} finally {
modalApi.unlock();
}
},
async onOpenChange(isOpen: boolean) {
if (!isOpen) {
return;
}
// 加载数据
const data = modalApi.getData<CrmBusinessStatusApi.BusinessStatus>();
modalApi.lock();
try {
if (!data || !data.id) {
formData.value = {
id: undefined,
name: '',
deptIds: [],
statuses: [],
};
await handleAddStatus();
} else {
formData.value = await getBusinessStatus(data.id);
if (
!formData.value?.statuses?.length ||
formData.value?.statuses?.length === 0
) {
await handleAddStatus();
}
}
// 设置到 values
await formApi.setValues(formData.value as any);
await gridApi.grid.reloadData(
(formData.value!.statuses =
formData.value?.statuses?.concat(DEFAULT_STATUSES)) as any,
);
} finally {
modalApi.unlock();
}
},
});
/** 添加状态 */
async function handleAddStatus() {
formData.value!.statuses!.unshift({
name: '',
percent: undefined,
} as any);
await nextTick();
await gridApi.grid.reloadData(formData.value!.statuses as any);
}
/** 删除状态 */
async function deleteStatusArea(row: any, rowIndex: number) {
await gridApi.grid.remove(row);
formData.value!.statuses!.splice(rowIndex, 1);
await gridApi.grid.reloadData(formData.value!.statuses as any);
}
/** 表格配置 */
const [Grid, gridApi] = useVbenVxeGrid({
gridOptions: {
editConfig: {
trigger: 'click',
mode: 'cell',
},
columns: useFormColumns(),
data: formData.value?.statuses?.concat(DEFAULT_STATUSES),
border: true,
showOverflow: true,
autoResize: true,
keepSource: true,
rowConfig: {
keyField: 'row_id',
isHover: true,
},
pagerConfig: {
enabled: false,
},
toolbarConfig: {
enabled: false,
},
},
});
</script>
<template>
<Modal :title="getTitle" class="w-1/2">
<Form class="mx-4">
<template #statuses>
<Grid class="w-full">
<template #defaultStatus="{ row, rowIndex }">
<span>
{{ row.defaultStatus ? '结束' : `阶段${rowIndex + 1}` }}
</span>
</template>
<template #name="{ row }">
<ElInput
v-if="!row.endStatus"
v-model="row.name"
placeholder="请输入状态名"
/>
<span v-else>{{ row.name }}</span>
</template>
<template #percent="{ row }">
<ElInputNumber
v-if="!row.endStatus"
v-model="row.percent"
:min="0"
:max="100"
:precision="2"
placeholder="请输入赢单率"
controls-position="right"
class="!w-full"
/>
<span v-else>{{ row.percent }}</span>
</template>
<template #actions="{ row, rowIndex }">
<TableAction
:actions="[
{
label: $t('ui.actionTitle.create'),
type: 'primary',
link: true,
ifShow: () => !row.endStatus,
onClick: handleAddStatus,
},
{
label: $t('common.delete'),
type: 'danger',
link: true,
ifShow: () => !row.endStatus,
popConfirm: {
title: $t('ui.actionMessage.deleteConfirm', [row.name]),
confirm: deleteStatusArea.bind(null, row, rowIndex),
},
},
]"
/>
</template>
</Grid>
</template>
</Form>
</Modal>
</template>