✨ CRM：完善联系人的编辑、详情

08bb022c · YunaiV · 094b1925 · 08bb022c · 08bb022c · 08bb022c
Commit 08bb022c authored Feb 20, 2024 by YunaiV
7 changed files
--- a/src/api/crm/contact/index.ts
+++ b/src/api/crm/contact/index.ts
@@ -2,29 +2,34 @@ import request from '@/config/axios'
 import { TransferReqVO } from '@/api/crm/customer'
 export interface ContactVO {
-  name: string
+  id: number // 编号
-  nextTime: Date
+  name: string // 联系人名称
-  mobile: string
+  customerId: number // 客户编号
-  telephone: string
+  customerName?: string // 客户名称
-  email: string
+  contactLastTime: Date // 最后跟进时间
-  post: string
+  contactLastContent: string // 最后跟进内容
-  customerId: number
+  contactNextTime: Date // 下次联系时间
-  detailAddress: string
+  ownerUserId: number // 负责人的用户编号
-  remark: string
+  ownerUserName?: string // 负责人的用户名称
-  ownerUserId: string
+  ownerUserDept?: string // 负责人的部门名称
-  lastTime: Date
+  mobile: string // 手机号
-  id: number
+  telephone: string // 电话
-  parentId: number
+  qq: string // QQ
-  qq: number
+  wechat: string // wechat
-  wechat: string
+  email: string // email
-  sex: number
+  areaId: number // 所在地
-  master: boolean
+  areaName?: string // 所在地名称
-  creatorName: string
+  detailAddress: string // 详细地址
-  updateTime?: Date
+  sex: number // 性别
-  createTime?: Date
+  master: boolean // 是否主联系人
-  customerName: string
+  post: string // 职务
-  areaName: string
+  parentId: number // 上级联系人编号
-  ownerUserName: string
+  parentName?: string // 上级联系人名称
+  remark: string // 备注
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
 }
 export interface ContactBusinessReqVO {

--- a/src/views/crm/clue/detail/index.vue
+++ b/src/views/crm/clue/detail/index.vue
@@ -33,7 +33,7 @@
          ref="permissionListRef"
          :biz-id="clue.id!"
          :biz-type="BizTypeEnum.CRM_CLUE"
-          :show-action="!permissionListRef?.isPool || false"
+          :show-action="true"
          @quit-team="close"
        />
      </el-tab-pane>

--- a/src/views/crm/contact/ContactForm.vue
+++ b/src/views/crm/contact/ContactForm.vue
--- a/src/views/crm/contact/detail/ContactDetailsHeader.vue
+++ b/src/views/crm/contact/detail/ContactDetailsHeader.vue
@@ -16,17 +16,11 @@
  </div>
  <ContentWrap class="mt-10px">
    <el-descriptions :column="5" direction="vertical">
-      <el-descriptions-item label="客户">
+      <el-descriptions-item label="客户名称">{{ contact.customerName }}</el-descriptions-item>
-        {{ contact.customerName }}
+      <el-descriptions-item label="职务">{{ contact.post }}</el-descriptions-item>
-      </el-descriptions-item>
+      <el-descriptions-item label="手机">{{ contact.mobile }}</el-descriptions-item>
-      <el-descriptions-item label="职务">
-        {{ contact.post }}
-      </el-descriptions-item>
-      <el-descriptions-item label="手机">
-        {{ contact.mobile }}
-      </el-descriptions-item>
      <el-descriptions-item label="创建时间">
-        {{ contact.createTime ? formatDate(contact.createTime) : '空' }}
+        {{ formatDate(contact.createTime) }}
      </el-descriptions-item>
    </el-descriptions>
  </ContentWrap>

--- a/src/views/crm/contact/detail/ContactDetailsInfo.vue
+++ b/src/views/crm/contact/detail/ContactDetailsInfo.vue
@@ -6,60 +6,49 @@
          <span class="text-base font-bold">基本信息</span>
        </template>
        <el-descriptions :column="4">
-          <el-descriptions-item label="姓名">
+          <el-descriptions-item label="姓名">{{ contact.name }}</el-descriptions-item>
-            {{ contact.name }}
+          <el-descriptions-item label="客户名称">{{ contact.customerName }}</el-descriptions-item>
-          </el-descriptions-item>
+          <el-descriptions-item label="手机">{{ contact.mobile }}</el-descriptions-item>
-          <el-descriptions-item label="客户">
+          <el-descriptions-item label="电话">{{ contact.telephone }}</el-descriptions-item>
-            {{ contact.customerName }}
+          <el-descriptions-item label="邮箱">{{ contact.email }}</el-descriptions-item>
-          </el-descriptions-item>
+          <el-descriptions-item label="QQ">{{ contact.qq }}</el-descriptions-item>
-          <el-descriptions-item label="手机">
+          <el-descriptions-item label="微信">{{ contact.wechat }}</el-descriptions-item>
-            {{ contact.mobile }}
+          <el-descriptions-item label="地址">
-          </el-descriptions-item>
+            {{ contact.areaName }} {{ contact.detailAddress }}
-          <el-descriptions-item label="座机">
+          </el-descriptions-item>
-            {{ contact.telephone }}
+          <el-descriptions-item label="职务">{{ contact.post }}</el-descriptions-item>
-          </el-descriptions-item>
+          <el-descriptions-item label="直属上级">{{ contact.parentName }}</el-descriptions-item>
-          <el-descriptions-item label="邮箱">
+          <el-descriptions-item label="关键决策人">
-            {{ contact.email }}
+            <dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="contact.master" />
-          </el-descriptions-item>
-          <el-descriptions-item label="QQ">
-            {{ contact.qq }}
-          </el-descriptions-item>
-          <el-descriptions-item label="微信">
-            {{ contact.wechat }}
-          </el-descriptions-item>
-          <el-descriptions-item label="下次联系时间">
-            {{ contact.nextTime ? formatDate(contact.nextTime) : '空' }}
-          </el-descriptions-item>
-          <el-descriptions-item label="所在地">
-            {{ contact.areaName }}
-          </el-descriptions-item>
-          <el-descriptions-item label="详细地址">
-            {{ contact.detailAddress }}
          </el-descriptions-item>
          <el-descriptions-item label="性别">
            <dict-tag :type="DICT_TYPE.SYSTEM_USER_SEX" :value="contact.sex" />
          </el-descriptions-item>
-          <el-descriptions-item label="备注">
+          <el-descriptions-item label="下次联系时间">
-            {{ contact.remark }}
+            {{ formatDate(contact.contactNextTime) }}
          </el-descriptions-item>
+          <el-descriptions-item label="备注">{{ contact.remark }}</el-descriptions-item>
        </el-descriptions>
      </el-collapse-item>
      <el-collapse-item name="systemInfo">
        <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">
+          <el-descriptions-item label="负责人">{{ contact.ownerUserName }}</el-descriptions-item>
-            {{ contact.ownerUserName }}
+          <el-descriptions-item label="最后跟进记录">
+            {{ contact.contactLastContent }}
          </el-descriptions-item>
-          <el-descriptions-item label="创建人">
+          <el-descriptions-item label="最后跟进时间">
-            {{ contact.creatorName }}
+            {{ formatDate(contact.contactLastTime) }}
          </el-descriptions-item>
+          <el-descriptions-item label="">&nbsp;</el-descriptions-item>
+          <el-descriptions-item label="创建人">{{ contact.creatorName }}</el-descriptions-item>
          <el-descriptions-item label="创建时间">
-            {{ contact.createTime ? formatDate(contact.createTime) : '空' }}
+            {{ formatDate(contact.createTime) }}
          </el-descriptions-item>
          <el-descriptions-item label="更新时间">
-            {{ contact.updateTime ? formatDate(contact.updateTime) : '空' }}
+            {{ formatDate(contact.updateTime) }}
          </el-descriptions-item>
        </el-descriptions>
      </el-collapse-item>

--- a/src/views/crm/contact/detail/index.vue
+++ b/src/views/crm/contact/detail/index.vue
@@ -9,6 +9,9 @@
  </ContactDetailsHeader>
  <el-col>
    <el-tabs>
+      <el-tab-pane label="跟进记录">
+        <FollowUpList :biz-id="contactId" :biz-type="BizTypeEnum.CRM_CONTACT" />
+      </el-tab-pane>
      <el-tab-pane label="详细资料">
        <ContactDetailsInfo :contact="contact" />
      </el-tab-pane>
@@ -20,7 +23,7 @@
          ref="permissionListRef"
          :biz-id="contact.id!"
          :biz-type="BizTypeEnum.CRM_CONTACT"
-          :show-action="!permissionListRef?.isPool || false"
+          :show-action="true"
          @quit-team="close"
        />
      </el-tab-pane>
@@ -34,8 +37,8 @@
    </el-tabs>
  </el-col>
  <!-- 表单弹窗：添加/修改 -->
-  <ContactForm ref="formRef" @success="getContactData(contact.id)" />
+  <ContactForm ref="formRef" @success="getContact(contact.id)" />
-  <CrmTransferForm ref="crmTransferFormRef" @success="close" />
+  <CrmTransferForm ref="transferFormRef" @success="close" />
 </template>
 <script lang="ts" setup>
 import { useTagsViewStore } from '@/store/modules/tagsView'
@@ -49,18 +52,19 @@ import { OperateLogV2VO } from '@/api/system/operatelog'
 import { getOperateLogPage } from '@/api/crm/operateLog'
 import ContactForm from '@/views/crm/contact/ContactForm.vue'
 import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
+import FollowUpList from '@/views/crm/followup/index.vue'
 defineOptions({ name: 'CrmContactDetail' })
-const route = useRoute()
 const message = useMessage()
-const id = Number(route.params.id) // 联系人编号
+const contactId = ref(0) // 线索编号
 const loading = ref(true) // 加载中
 const contact = ref<ContactApi.ContactVO>({} as ContactApi.ContactVO) // 联系人详情
 const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
 /** 获取详情 */
-const getContactData = async (id: number) => {
+const getContact = async (id: number) => {
  loading.value = true
  try {
    contact.value = await ContactApi.getContact(id)
@@ -77,9 +81,9 @@ const openForm = (type: string, id?: number) => {
 }
 /** 联系人转移 */
-const crmTransferFormRef = 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 = () => {
-  crmTransferFormRef.value?.open('联系人转移', contact.value.id, ContactApi.transferContact)
+  transferFormRef.value?.open('联系人转移', contact.value.id, ContactApi.transferContact)
 }
 /** 获取操作日志 */
@@ -96,19 +100,21 @@ const getOperateLog = async (contactId: number) => {
 }
 /** 关闭窗口 */
+const { delView } = useTagsViewStore() // 视图操作
+const { currentRoute } = useRouter() // 路由
 const close = () => {
  delView(unref(currentRoute))
 }
 /** 初始化 */
-const { delView } = useTagsViewStore() // 视图操作
+const { params } = useRoute()
-const { currentRoute } = useRouter() // 路由
 onMounted(async () => {
-  if (!id) {
+  if (!params.id) {
    message.warning('参数错误，联系人不能为空！')
    close()
    return
  }
-  await getContactData(id)
+  contactId.value = params.id as unknown as number
+  await getContact(contactId.value)
 })
 </script>
--- a/src/views/crm/contact/index.vue
+++ b/src/views/crm/contact/index.vue
@@ -53,15 +53,6 @@
          @keyup.enter="handleQuery"
        />
      </el-form-item>
-      <el-form-item label="QQ" prop="qq">
-        <el-input
-          v-model="queryParams.qq"
-          class="!w-240px"
-          clearable
-          placeholder="请输入QQ"
-          @keyup.enter="handleQuery"
-        />
-      </el-form-item>
      <el-form-item label="微信" prop="wechat">
        <el-input
          v-model="queryParams.wechat"
@@ -109,6 +100,11 @@
  <!-- 列表 -->
  <ContentWrap>
+    <el-tabs v-model="activeName" @tab-click="handleTabClick">
+      <el-tab-pane label="我负责的" name="1" />
+      <el-tab-pane label="我参与的" name="2" />
+      <el-tab-pane label="下属负责的" name="3" />
+    </el-tabs>
    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
      <el-table-column align="center" fixed="left" label="联系人姓名" prop="name" width="160">
        <template #default="scope">
@@ -224,6 +220,7 @@ import * as ContactApi from '@/api/crm/contact'
 import ContactForm from './ContactForm.vue'
 import { DICT_TYPE } from '@/utils/dict'
 import * as CustomerApi from '@/api/crm/customer'
+import { TabsPaneContext } from 'element-plus'
 defineOptions({ name: 'CrmContact' })
@@ -237,16 +234,17 @@ const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
 const queryParams = reactive({
  pageNo: 1,
  pageSize: 10,
+  sceneType: '1', // 默认和 activeName 相等
  mobile: undefined,
  telephone: undefined,
  email: undefined,
  customerId: undefined,
  name: undefined,
-  qq: undefined,
  wechat: undefined
 })
 const queryFormRef = ref() // 搜索的表单
 const exportLoading = ref(false) // 导出的加载中
+const activeName = ref('1') // 列表 tab
 /** 查询列表 */
 const getList = async () => {
@@ -272,6 +270,12 @@ const resetQuery = () => {
  handleQuery()
 }
+/** tab 切换 */
+const handleTabClick = (tab: TabsPaneContext) => {
+  queryParams.sceneType = tab.paneName
+  handleQuery()
+}
 /** 添加/修改操作 */
 const formRef = ref()
 const openForm = (type: string, id?: number) => {