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feat: crm

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This commit is contained in:
xingyu4j
2025-05-29 14:51:23 +08:00
parent 2aaf8aad8b
commit c18b6a9b75
5 changed files with 272 additions and 257 deletions
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128
apps/web-antd/src/views/crm/backlog/data.ts
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@@ -133,14 +133,12 @@ export function useClueFollowColumns(): VxeTableGridOptions['columns'] {
{
field: 'name',
title: '线索名称',
minWidth: 160,
fixed: 'left',
slots: { default: 'name' },
},
{
field: 'source',
title: '线索来源',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
@@ -149,27 +147,22 @@ export function useClueFollowColumns(): VxeTableGridOptions['columns'] {
{
field: 'mobile',
title: '手机',
minWidth: 120,
},
{
field: 'telephone',
title: '电话',
minWidth: 130,
},
{
field: 'email',
title: '邮箱',
minWidth: 180,
},
{
field: 'detailAddress',
title: '地址',
minWidth: 180,
},
{
field: 'industryId',
title: '客户行业',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
@@ -178,7 +171,6 @@ export function useClueFollowColumns(): VxeTableGridOptions['columns'] {
{
field: 'level',
title: '客户级别',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
@@ -187,51 +179,42 @@ export function useClueFollowColumns(): VxeTableGridOptions['columns'] {
{
field: 'contactNextTime',
title: '下次联系时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'remark',
title: '备注',
minWidth: 200,
},
{
field: 'contactLastTime',
title: '最后跟进时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'contactLastContent',
title: '最后跟进记录',
minWidth: 200,
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 100,
},
{
field: 'ownerUserDeptName',
title: '所属部门',
minWidth: 100,
},
{
field: 'updateTime',
title: '更新时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
minWidth: 100,
},
];
}
@@ -276,124 +259,96 @@ export function useContractColumns<T = CrmContractApi.Contract>(
{
field: 'no',
title: '合同编号',
minWidth: 160,
fixed: 'left',
},
{
field: 'name',
title: '合同名称',
minWidth: 160,
slots: {
default: 'name',
},
slots: { default: 'name' },
},
{
field: 'customerName',
title: '客户名称',
minWidth: 160,
slots: {
default: 'customerName',
},
slots: { default: 'customerName' },
},
{
field: 'businessName',
title: '商机名称',
minWidth: 160,
slots: {
default: 'businessName',
},
slots: { default: 'businessName' },
},
{
field: 'price',
title: '合同金额（元）',
minWidth: 120,
formatter: 'formatNumber',
},
{
field: 'orderDate',
title: '下单时间',
minWidth: 120,
formatter: 'formatDateTime',
},
{
field: 'startTime',
title: '合同开始时间',
minWidth: 120,
formatter: 'formatDateTime',
},
{
field: 'endTime',
title: '合同结束时间',
minWidth: 120,
formatter: 'formatDateTime',
},
{
field: 'contactName',
title: '客户签约人',
minWidth: 130,
slots: {
default: 'contactName',
},
slots: { default: 'contactName' },
},
{
field: 'signUserName',
title: '公司签约人',
minWidth: 130,
},
{
field: 'remark',
title: '备注',
minWidth: 200,
},
{
field: 'totalReceivablePrice',
title: '已回款金额（元）',
minWidth: 140,
formatter: 'formatNumber',
},
{
field: 'noReceivablePrice',
title: '未回款金额（元）',
minWidth: 120,
formatter: 'formatNumber',
},
{
field: 'contactLastTime',
title: '最后跟进时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 120,
},
{
field: 'ownerUserDeptName',
title: '所属部门',
minWidth: 100,
},
{
field: 'updateTime',
title: '更新时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
minWidth: 100,
},
{
field: 'auditStatus',
title: '合同状态',
minWidth: 120,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
@@ -402,7 +357,7 @@ export function useContractColumns<T = CrmContractApi.Contract>(
{
field: 'operation',
title: '操作',
minWidth: 130,
width: 130,
align: 'center',
fixed: 'right',
cellRender: {
@@ -487,15 +442,11 @@ export function useCustomerColumns(): VxeTableGridOptions['columns'] {
{
field: 'name',
title: '客户名称',
minWidth: 160,
slots: {
default: 'name',
},
slots: { default: 'name' },
},
{
field: 'source',
title: '客户来源',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
@@ -504,22 +455,18 @@ export function useCustomerColumns(): VxeTableGridOptions['columns'] {
{
field: 'mobile',
title: '手机',
minWidth: 120,
},
{
field: 'telephone',
title: '电话',
minWidth: 130,
},
{
field: 'email',
title: '邮箱',
minWidth: 180,
},
{
field: 'level',
title: '客户级别',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
@@ -528,7 +475,6 @@ export function useCustomerColumns(): VxeTableGridOptions['columns'] {
{
field: 'industryId',
title: '客户行业',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
@@ -537,18 +483,15 @@ export function useCustomerColumns(): VxeTableGridOptions['columns'] {
{
field: 'contactNextTime',
title: '下次联系时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'remark',
title: '备注',
minWidth: 200,
},
{
field: 'lockStatus',
title: '锁定状态',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
@@ -557,7 +500,6 @@ export function useCustomerColumns(): VxeTableGridOptions['columns'] {
{
field: 'dealStatus',
title: '成交状态',
minWidth: 100,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
@@ -566,50 +508,41 @@ export function useCustomerColumns(): VxeTableGridOptions['columns'] {
{
field: 'contactLastTime',
title: '最后跟进时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'contactLastContent',
title: '最后跟进记录',
minWidth: 200,
},
{
field: 'detailAddress',
title: '地址',
minWidth: 200,
},
{
field: 'poolDay',
title: '距离进入公海天数',
minWidth: 180,
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 100,
},
{
field: 'ownerUserDeptName',
title: '所属部门',
minWidth: 100,
},
{
field: 'updateTime',
title: '更新时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
minWidth: 100,
},
];
}
@@ -638,44 +571,32 @@ export function useReceivableAuditColumns<T = CrmReceivableApi.Receivable>(
{
field: 'no',
title: '回款编号',
minWidth: 180,
fixed: 'left',
slots: {
default: 'no',
},
slots: { default: 'no' },
},
{
field: 'customerName',
title: '客户名称',
minWidth: 120,
slots: {
default: 'customerName',
},
slots: { default: 'customerName' },
},
{
field: 'contractNo',
title: '合同编号',
minWidth: 180,
slots: {
default: 'contractNo',
},
slots: { default: 'contractNo' },
},
{
field: 'returnTime',
title: '回款日期',
minWidth: 150,
formatter: 'formatDateTime',
},
{
field: 'price',
title: '回款金额(元)',
minWidth: 140,
formatter: 'formatNumber',
},
{
field: 'returnType',
title: '回款方式',
minWidth: 130,
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
@@ -684,45 +605,37 @@ export function useReceivableAuditColumns<T = CrmReceivableApi.Receivable>(
{
field: 'remark',
title: '备注',
minWidth: 200,
},
{
field: 'contract.totalPrice',
title: '合同金额（元）',
minWidth: 140,
formatter: 'formatNumber',
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 120,
},
{
field: 'ownerUserDeptName',
title: '所属部门',
minWidth: 100,
},
{
field: 'updateTime',
title: '更新时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
minWidth: 120,
},
{
field: 'auditStatus',
title: '回款状态',
minWidth: 120,
fixed: 'right',
cellRender: {
name: 'CellDict',
@@ -778,52 +691,40 @@ export function useReceivablePlanRemindColumns<T = CrmReceivableApi.Receivable>(
{
field: 'customerName',
title: '客户名称',
minWidth: 160,
fixed: 'left',
slots: {
default: 'customerName',
},
slots: { default: 'customerName' },
},
{
field: 'contractNo',
title: '合同编号',
minWidth: 200,
},
{
field: 'period',
title: '期数',
minWidth: 160,
slots: {
default: 'period',
},
slots: { default: 'period' },
},
{
field: 'price',
title: '计划回款金额（元）',
minWidth: 120,
formatter: 'formatNumber',
},
{
field: 'returnTime',
title: '计划回款日期',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'remindDays',
title: '提前几天提醒',
minWidth: 150,
},
{
field: 'remindTime',
title: '提醒日期',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'returnType',
title: '回款方式',
minWidth: 120,
fixed: 'right',
cellRender: {
name: 'CellDict',
@@ -833,41 +734,34 @@ export function useReceivablePlanRemindColumns<T = CrmReceivableApi.Receivable>(
{
field: 'remark',
title: '备注',
minWidth: 200,
},
{
field: 'ownerUserName',
title: '负责人',
minWidth: 100,
},
{
field: 'receivable.price',
title: '实际回款金额（元）',
minWidth: 160,
formatter: 'formatNumber',
},
{
field: 'receivable.returnTime',
title: '实际回款日期',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'updateTime',
title: '更新时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
minWidth: 180,
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
minWidth: 100,
},
{
field: 'operation',