!399 CRM：完善数据权限，实现数据权限同时添加、同时转移

Merge pull request !399 from puhui999/dev-crm

!399 CRM：完善数据权限，实现数据权限同时添加、同时转移
Merge pull request !399 from puhui999/dev-crm
4dabfcba · 芋道源码 · Gitee · 1a5e7902 · 13e925e2 · 4dabfcba
Commit 4dabfcba authored Mar 09, 2024 by 芋道源码 Committed by Gitee Mar 09, 2024
22 changed files
--- a/src/api/crm/business/index.ts
+++ b/src/api/crm/business/index.ts
 import request from '@/config/axios'
-import { TransferReqVO } from '@/api/crm/customer'
+import { TransferReqVO } from '@/api/crm/permission'
 export interface BusinessVO {
  id: number

--- a/src/api/crm/clue/index.ts
+++ b/src/api/crm/clue/index.ts
 import request from '@/config/axios'
-import { TransferReqVO } from '@/api/crm/customer'
+import { TransferReqVO } from '@/api/crm/permission'
 export interface ClueVO {
  id: number // 编号

--- a/src/api/crm/contact/index.ts
+++ b/src/api/crm/contact/index.ts
 import request from '@/config/axios'
-import { TransferReqVO } from '@/api/crm/customer'
+import { TransferReqVO } from '@/api/crm/permission'
 export interface ContactVO {
  id: number // 编号

--- a/src/api/crm/contract/index.ts
+++ b/src/api/crm/contract/index.ts
 import request from '@/config/axios'
-import { TransferReqVO } from '@/api/crm/customer'
+import { TransferReqVO } from '@/api/crm/permission'
 export interface ContractVO {
  id: number

--- a/src/api/crm/customer/index.ts
+++ b/src/api/crm/customer/index.ts
 import request from '@/config/axios'
+import { TransferReqVO } from '@/api/crm/permission'
 export interface CustomerVO {
  id: number // 编号
@@ -102,12 +103,6 @@ export const getCustomerSimpleList = async () => {
 // ======================= 业务操作 =======================
-export interface TransferReqVO {
-  id: number | undefined // 客户编号
-  newOwnerUserId: number | undefined // 新负责人的用户编号
-  oldOwnerPermissionLevel: number | undefined // 老负责人加入团队后的权限级别
-}
 // 客户转移
 export const transferCustomer = async (data: TransferReqVO) => {
  return await request.put({ url: '/crm/customer/transfer', data })

--- a/src/api/crm/permission/index.ts
+++ b/src/api/crm/permission/index.ts
@@ -6,6 +6,7 @@ export interface PermissionVO {
  bizType: number // Crm 类型
  bizId: number // Crm 类型数据编号
  level: number // 权限级别
+  toBizTypes?: number[] // 同时添加至
  deptName?: string // 部门名称
  nickname?: string // 用户昵称
  postNames?: string[] // 岗位名称数组
@@ -13,6 +14,13 @@ export interface PermissionVO {
  ids?: number[]
 }
+export interface TransferReqVO {
+  bizId: number // 模块编号
+  newOwnerUserId: number // 新负责人的用户编号
+  oldOwnerPermissionLevel: number // 老负责人加入团队后的权限级别
+  toBizTypes?: number[] // 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择
+}
 /**
 * CRM 业务类型枚举
 *

--- a/src/api/crm/receivable/index.ts
+++ b/src/api/crm/receivable/index.ts
@@ -3,18 +3,20 @@ import request from '@/config/axios'
 export interface ReceivableVO {
  id: number
  no: string
-  planId: number
+  planId?: number
-  customerId: number
+  customerId?: number
  customerName?: string
-  contractId: number
+  contractId?: number
  contract?: {
+    id?: number
+    name?: string
    no: string
    totalPrice: number
  }
  auditStatus: number
  processInstanceId: number
  returnTime: Date
-  returnType: string
+  returnType: number
  price: number
  ownerUserId: number
  ownerUserName?: string

--- a/src/api/crm/receivable/plan/index.ts
+++ b/src/api/crm/receivable/plan/index.ts
@@ -11,7 +11,7 @@ export interface ReceivablePlanVO {
  remindTime: Date
  customerId: number
  customerName?: string
-  contractId: number
+  contractId?: number
  contractNo?: string
  ownerUserId: number
  ownerUserName?: string

--- a/src/views/crm/business/detail/index.vue
+++ b/src/views/crm/business/detail/index.vue
@@ -4,8 +4,8 @@
      编辑
    </el-button>
    <el-button
-      :disabled="business.endStatus"
      v-if="permissionListRef?.validateWrite"
+      :disabled="business.endStatus"
      type="success"
      @click="openStatusForm()"
    >
@@ -53,13 +53,12 @@
  </el-col>
  <!-- 表单弹窗：添加/修改 -->
-  <BusinessForm ref="formRef" @success="getBusiness(business.id)" />
+  <BusinessForm ref="formRef" @success="getBusiness" />
-  <BusinessUpdateStatusForm ref="statusFormRef" @success="getBusiness(business.id)" />
+  <BusinessUpdateStatusForm ref="statusFormRef" @success="getBusiness" />
-  <CrmTransferForm ref="transferFormRef" @success="close" />
+  <CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_BUSINESS" @success="close" />
 </template>
 <script lang="ts" setup>
 import { useTagsViewStore } from '@/store/modules/tagsView'
-import * as ContactApi from '@/api/crm/contact'
 import * as BusinessApi from '@/api/crm/business'
 import BusinessDetailsHeader from './BusinessDetailsHeader.vue'
 import BusinessDetailsInfo from './BusinessDetailsInfo.vue'
@@ -73,6 +72,7 @@ import FollowUpList from '@/views/crm/followup/index.vue'
 import ContactList from '@/views/crm/contact/components/ContactList.vue'
 import BusinessUpdateStatusForm from '@/views/crm/business/BusinessUpdateStatusForm.vue'
 import ContractList from '@/views/crm/contract/components/ContractList.vue'
+import BusinessProductList from '@/views/crm/business/detail/BusinessProductList.vue'
 defineOptions({ name: 'CrmBusinessDetail' })
@@ -80,15 +80,15 @@ const message = useMessage()
 const businessId = ref(0) // 线索编号
 const loading = ref(true) // 加载中
-const business = ref<ContactApi.ContactVO>({} as ContactApi.ContactVO) // 联系人详情
+const business = ref<BusinessApi.BusinessVO>({} as BusinessApi.BusinessVO) // 商机详情
 const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
 /** 获取详情 */
-const getBusiness = async (id: number) => {
+const getBusiness = async () => {
  loading.value = true
  try {
-    business.value = await BusinessApi.getBusiness(id)
+    business.value = await BusinessApi.getBusiness(businessId.value)
-    await getOperateLog(id)
+    await getOperateLog(businessId.value)
  } finally {
    loading.value = false
  }
@@ -109,7 +109,7 @@ const openStatusForm = () => {
 /** 联系人转移 */
 const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 联系人转移表单 ref
 const transfer = () => {
-  transferFormRef.value?.open('商机转移', business.value.id, BusinessApi.transferBusiness)
+  transferFormRef.value?.open(business.value.id)
 }
 /** 获取操作日志 */
@@ -141,6 +141,6 @@ onMounted(async () => {
    return
  }
  businessId.value = params.id as unknown as number
-  await getBusiness(businessId.value)
+  await getBusiness()
 })
 </script>
--- a/src/views/crm/clue/detail/index.vue
+++ b/src/views/crm/clue/detail/index.vue
@@ -18,7 +18,7 @@
    >
      转化为客户
    </el-button>
-    <el-button v-else type="success" disabled>已转化客户</el-button>
+    <el-button v-else disabled type="success">已转化客户</el-button>
  </ClueDetailsHeader>
  <el-col>
    <el-tabs>
@@ -45,7 +45,7 @@
  <!-- 表单弹窗：添加/修改 -->
  <ClueForm ref="formRef" @success="getClue" />
-  <CrmTransferForm ref="transferFormRef" @success="close" />
+  <CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CLUE" @success="close" />
 </template>
 <script lang="ts" setup>
 import { useTagsViewStore } from '@/store/modules/tagsView'
@@ -91,7 +91,7 @@ const openForm = () => {
 /** 线索转移 */
 const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 线索转移表单 ref
 const transfer = () => {
-  transferFormRef.value?.open('线索转移', clueId.value, ClueApi.transferClue)
+  transferFormRef.value?.open(clueId.value)
 }
 /** 转化为客户 */

--- a/src/views/crm/contact/components/ContactList.vue
+++ b/src/views/crm/contact/components/ContactList.vue
@@ -6,18 +6,20 @@
      创建联系人
    </el-button>
    <el-button
-      @click="openBusinessModal"
-      v-hasPermi="['crm:contact:create-business']"
      v-if="queryParams.businessId"
+      v-hasPermi="['crm:contact:create-business']"
+      @click="openBusinessModal"
    >
-      <Icon class="mr-5px" icon="ep:circle-plus" />关联
+      <Icon class="mr-5px" icon="ep:circle-plus" />
+      关联
    </el-button>
    <el-button
-      @click="deleteContactBusinessList"
-      v-hasPermi="['crm:contact:delete-business']"
      v-if="queryParams.businessId"
+      v-hasPermi="['crm:contact:delete-business']"
+      @click="deleteContactBusinessList"
    >
-      <Icon class="mr-5px" icon="ep:remove" />解除关联
+      <Icon class="mr-5px" icon="ep:remove" />
+      解除关联
    </el-button>
  </el-row>
@@ -27,21 +29,21 @@
      ref="contactRef"
      v-loading="loading"
      :data="list"
-      :stripe="true"
      :show-overflow-tooltip="true"
+      :stripe="true"
    >
-      <el-table-column type="selection" width="55" v-if="queryParams.businessId" />
+      <el-table-column v-if="queryParams.businessId" type="selection" width="55" />
-      <el-table-column label="姓名" fixed="left" align="center" prop="name">
+      <el-table-column align="center" fixed="left" label="姓名" prop="name">
        <template #default="scope">
-          <el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
+          <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
            {{ scope.row.name }}
          </el-link>
        </template>
      </el-table-column>
-      <el-table-column label="手机号" align="center" prop="mobile" />
+      <el-table-column align="center" label="手机号" prop="mobile" />
-      <el-table-column label="职位" align="center" prop="post" />
+      <el-table-column align="center" label="职位" prop="post" />
-      <el-table-column label="直属上级" align="center" prop="parentName" />
+      <el-table-column align="center" label="直属上级" prop="parentName" />
-      <el-table-column label="是否关键决策人" align="center" prop="master" min-width="100">
+      <el-table-column align="center" label="是否关键决策人" min-width="100" prop="master">
        <template #default="scope">
          <dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
        </template>
@@ -49,9 +51,9 @@
    </el-table>
    <!-- 分页 -->
    <Pagination
-      :total="total"
-      v-model:page="queryParams.pageNo"
      v-model:limit="queryParams.pageSize"
+      v-model:page="queryParams.pageNo"
+      :total="total"
      @pagination="getList"
    />
  </ContentWrap>
@@ -60,12 +62,13 @@
  <ContactForm ref="formRef" @success="getList" />
  <!-- 关联商机选择弹框 -->
  <ContactListModal
+    v-if="customerId"
    ref="contactModalRef"
-    :customer-id="props.customerId"
+    :customer-id="customerId"
    @success="createContactBusinessList"
  />
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
 import * as ContactApi from '@/api/crm/contact'
 import ContactForm from './../ContactForm.vue'
 import { DICT_TYPE } from '@/utils/dict'
@@ -76,8 +79,8 @@ defineOptions({ name: 'CrmContactList' })
 const props = defineProps<{
  bizType: number // 业务类型
  bizId: number // 业务编号
-  customerId: number // 特殊：客户编号；在【商机】详情中，可以传递客户编号，默认新建的联系人关联到该客户
+  customerId?: number // 特殊：客户编号；在【商机】详情中，可以传递客户编号，默认新建的联系人关联到该客户
-  businessId: number // 特殊：商机编号；在【商机】详情中，可以传递商机编号，默认新建的联系人关联到该商机
+  businessId?: number // 特殊：商机编号；在【商机】详情中，可以传递商机编号，默认新建的联系人关联到该商机
 }>()
 const loading = ref(true) // 列表的加载中
@@ -147,7 +150,7 @@ const createContactBusinessList = async (contactIds: number[]) => {
    contactIds: contactIds
  } as ContactApi.ContactBusiness2ReqVO
  contactRef.value.getSelectionRows().forEach((row: ContactApi.ContactVO) => {
-    data.businessIds.push(row.id)
+    data.contactIds.push(row.id)
  })
  await ContactApi.createContactBusinessList2(data)
  // 刷新列表

--- a/src/views/crm/contact/components/ContactListModal.vue
+++ b/src/views/crm/contact/components/ContactListModal.vue
 <template>
-  <Dialog title="关联联系人" v-model="dialogVisible">
+  <Dialog v-model="dialogVisible" title="关联联系人">
    <!-- 搜索工作栏 -->
    <ContentWrap>
      <el-form
-        class="-mb-15px"
-        :model="queryParams"
        ref="queryFormRef"
        :inline="true"
+        :model="queryParams"
+        class="-mb-15px"
        label-width="90px"
      >
        <el-form-item label="联系人名称" prop="name">
          <el-input
            v-model="queryParams.name"
-            placeholder="请输入联系人名称"
+            class="!w-240px"
            clearable
+            placeholder="请输入联系人名称"
            @keyup.enter="handleQuery"
-            class="!w-240px"
          />
        </el-form-item>
        <el-form-item>
-          <el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
+          <el-button @click="handleQuery">
-          <el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
+            <Icon class="mr-5px" icon="ep:search" />
-          <el-button type="primary" @click="openForm()" v-hasPermi="['crm:business:create']">
+            搜索
-            <Icon icon="ep:plus" class="mr-5px" /> 新增
+          </el-button>
+          <el-button @click="resetQuery">
+            <Icon class="mr-5px" icon="ep:refresh" />
+            重置
+          </el-button>
+          <el-button v-hasPermi="['crm:business:create']" type="primary" @click="openForm()">
+            <Icon class="mr-5px" icon="ep:plus" />
+            新增
          </el-button>
        </el-form-item>
      </el-form>
@@ -31,24 +38,24 @@
    <!-- 列表 -->
    <ContentWrap class="mt-10px">
      <el-table
-        v-loading="loading"
        ref="contactRef"
+        v-loading="loading"
        :data="list"
-        :stripe="true"
        :show-overflow-tooltip="true"
+        :stripe="true"
      >
        <el-table-column type="selection" width="55" />
-        <el-table-column label="姓名" fixed="left" align="center" prop="name">
+        <el-table-column align="center" fixed="left" label="姓名" prop="name">
          <template #default="scope">
-            <el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
+            <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
              {{ scope.row.name }}
            </el-link>
          </template>
        </el-table-column>
-        <el-table-column label="手机号" align="center" prop="mobile" />
+        <el-table-column align="center" label="手机号" prop="mobile" />
-        <el-table-column label="职位" align="center" prop="post" />
+        <el-table-column align="center" label="职位" prop="post" />
-        <el-table-column label="直属上级" align="center" prop="parentName" />
+        <el-table-column align="center" label="直属上级" prop="parentName" />
-        <el-table-column label="是否关键决策人" align="center" prop="master" min-width="100">
+        <el-table-column align="center" label="是否关键决策人" min-width="100" prop="master">
          <template #default="scope">
            <dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
          </template>
@@ -56,14 +63,14 @@
      </el-table>
      <!-- 分页 -->
      <Pagination
-        :total="total"
-        v-model:page="queryParams.pageNo"
        v-model:limit="queryParams.pageSize"
+        v-model:page="queryParams.pageNo"
+        :total="total"
        @pagination="getList"
      />
    </ContentWrap>
    <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>
@@ -71,10 +78,9 @@
    <ContactForm ref="formRef" @success="getList" />
  </Dialog>
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
 import * as ContactApi from '@/api/crm/contact'
 import ContactForm from '../ContactForm.vue'
-import { erpPriceTableColumnFormatter } from '@/utils'
 import { DICT_TYPE } from '@/utils/dict'
 const message = useMessage() // 消息弹窗

--- a/src/views/crm/contact/detail/index.vue
+++ b/src/views/crm/contact/detail/index.vue
@@ -31,15 +31,15 @@
        <BusinessList
          :biz-id="contact.id!"
          :biz-type="BizTypeEnum.CRM_CONTACT"
-          :customer-id="contact.customerId"
          :contact-id="contact.id"
+          :customer-id="contact.customerId"
        />
      </el-tab-pane>
    </el-tabs>
  </el-col>
  <!-- 表单弹窗：添加/修改 -->
-  <ContactForm ref="formRef" @success="getContact(contact.id)" />
+  <ContactForm ref="formRef" @success="getContact" />
-  <CrmTransferForm ref="transferFormRef" @success="close" />
+  <CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CONTACT" @success="close" />
 </template>
 <script lang="ts" setup>
 import { useTagsViewStore } from '@/store/modules/tagsView'
@@ -65,11 +65,11 @@ const contact = ref<ContactApi.ContactVO>({} as ContactApi.ContactVO) // 联系
 const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
 /** 获取详情 */
-const getContact = async (id: number) => {
+const getContact = async () => {
  loading.value = true
  try {
-    contact.value = await ContactApi.getContact(id)
+    contact.value = await ContactApi.getContact(contactId.value)
-    await getOperateLog(id)
+    await getOperateLog(contactId.value)
  } finally {
    loading.value = false
  }
@@ -84,7 +84,7 @@ const openForm = (type: string, id?: number) => {
 /** 联系人转移 */
 const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 联系人转移表单 ref
 const transfer = () => {
-  transferFormRef.value?.open('联系人转移', contact.value.id, ContactApi.transferContact)
+  transferFormRef.value?.open(contact.value.id)
 }
 /** 获取操作日志 */
@@ -116,6 +116,6 @@ onMounted(async () => {
    return
  }
  contactId.value = params.id as unknown as number
-  await getContact(contactId.value)
+  await getContact()
 })
 </script>
--- a/src/views/crm/contract/detail/index.vue
+++ b/src/views/crm/contract/detail/index.vue
@@ -48,7 +48,7 @@
  <!-- 表单弹窗：添加/修改 -->
  <ContractForm ref="formRef" @success="getContractData" />
-  <CrmTransferForm ref="transferFormRef" @success="close" />
+  <CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CONTRACT" @success="close" />
 </template>
 <script lang="ts" setup>
 import { useTagsViewStore } from '@/store/modules/tagsView'
@@ -113,10 +113,9 @@ const createReceivable = (planData: any) => {
 }
 /** 转移 */
-// TODO @puhui999：这个组件，要不传递业务类型，然后组件里判断 title 和 api 能调用哪个；整体治理掉；好呢
 const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 合同转移表单 ref
 const transferContract = () => {
-  transferFormRef.value?.open('合同转移', contract.value.id, ContractApi.transferContract)
+  transferFormRef.value?.open(contract.value.id)
 }
 /** 关闭 */

--- a/src/views/crm/customer/detail/index.vue
+++ b/src/views/crm/customer/detail/index.vue
@@ -76,7 +76,7 @@
  <!-- 表单弹窗：添加/修改 -->
  <CustomerForm ref="formRef" @success="getCustomer" />
  <CustomerDistributeForm ref="distributeForm" @success="getCustomer" />
-  <CrmTransferForm ref="transferFormRef" @success="getCustomer" />
+  <CrmTransferForm ref="transferFormRef" :biz-type="BizTypeEnum.CRM_CUSTOMER" @success="close" />
 </template>
 <script lang="ts" setup>
 import { useTagsViewStore } from '@/store/modules/tagsView'
@@ -142,7 +142,7 @@ const handleUpdateDealStatus = async () => {
 /** 客户转移 */
 const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 客户转移表单 ref
 const transfer = () => {
-  transferFormRef.value?.open('客户转移', customerId.value, CustomerApi.transferCustomer)
+  transferFormRef.value?.open(customerId.value)
 }
 /** 锁定客户 */

--- a/src/views/crm/permission/components/PermissionForm.vue
+++ b/src/views/crm/permission/components/PermissionForm.vue
@@ -29,12 +29,15 @@
          </template>
        </el-radio-group>
      </el-form-item>
-      <!-- TODO @puhui999：同时添加至,还没想好下次搞 -->
+      <el-form-item
-      <el-form-item v-if="false && formType === 'create'" label="同时添加至" prop="toBizType">
+        v-if="formType === 'create' && formData.bizType === BizTypeEnum.CRM_CUSTOMER"
-        <el-select v-model="formData.userId">
+        label="同时添加至"
-          <el-option :value="1" label="联系人" />
+      >
-          <el-option :value="1" label="商机" />
+        <el-checkbox-group v-model="formData.toBizTypes">
-        </el-select>
+          <el-checkbox :label="BizTypeEnum.CRM_CONTACT">联系人</el-checkbox>
+          <el-checkbox :label="BizTypeEnum.CRM_BUSINESS">商机</el-checkbox>
+          <el-checkbox :label="BizTypeEnum.CRM_CONTRACT">合同</el-checkbox>
+        </el-checkbox-group>
      </el-form-item>
    </el-form>
    <template #footer>
@@ -46,7 +49,7 @@
 <script lang="ts" setup>
 import * as UserApi from '@/api/system/user'
 import * as PermissionApi from '@/api/crm/permission'
-import { PermissionLevelEnum } from '@/api/crm/permission'
+import { BizTypeEnum, PermissionLevelEnum } from '@/api/crm/permission'
 import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 defineOptions({ name: 'CrmPermissionForm' })

--- a/src/views/crm/permission/components/TransferForm.vue
+++ b/src/views/crm/permission/components/TransferForm.vue
@@ -19,10 +19,7 @@
        </el-select>
      </el-form-item>
      <el-form-item label="老负责人">
-        <el-radio-group
+        <el-radio-group v-model="oldOwnerHandler" @change="formData.oldOwnerPermissionLevel">
-          v-model="oldOwnerHandler"
-          @change="formData.oldOwnerPermissionLevel = undefined"
-        >
          <el-radio :label="false" size="large">移除</el-radio>
          <el-radio :label="true" size="large">加入团队</el-radio>
        </el-radio-group>
@@ -39,8 +36,14 @@
          </template>
        </el-radio-group>
      </el-form-item>
+      <el-form-item v-if="bizType === BizTypeEnum.CRM_CUSTOMER" label="同时转移">
+        <el-checkbox-group v-model="formData.toBizTypes">
+          <el-checkbox :label="BizTypeEnum.CRM_CONTACT">联系人</el-checkbox>
+          <el-checkbox :label="BizTypeEnum.CRM_BUSINESS">商机</el-checkbox>
+          <el-checkbox :label="BizTypeEnum.CRM_CONTRACT">合同</el-checkbox>
+        </el-checkbox-group>
+      </el-form-item>
    </el-form>
-    <!-- TODO @puhui999 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择 -->
    <template #footer>
      <el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
      <el-button @click="dialogVisible = false">取 消</el-button>
@@ -49,23 +52,27 @@
 </template>
 <script lang="ts" setup>
 import * as UserApi from '@/api/system/user'
-import type { TransferReqVO } from '@/api/crm/customer'
+import * as BusinessApi from '@/api/crm/business'
+import * as ClueApi from '@/api/crm/clue'
+import * as ContactApi from '@/api/crm/contact'
+import * as CustomerApi from '@/api/crm/customer'
+import * as ContractApi from '@/api/crm/contract'
 import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
-import { PermissionLevelEnum } from '@/api/crm/permission'
+import { BizTypeEnum, PermissionLevelEnum, TransferReqVO } from '@/api/crm/permission'
 defineOptions({ name: 'CrmTransferForm' })
+const props = defineProps<{
+  bizType: number
+}>()
 const message = useMessage() // 消息弹窗
 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 userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
 const oldOwnerHandler = ref(false) // 老负责人的处理方式
-const formData = ref<TransferReqVO>({
+const formData = ref<TransferReqVO>({} as TransferReqVO)
-  id: undefined, // 客户编号
-  newOwnerUserId: undefined, // 新负责人的用户编号
-  oldOwnerPermissionLevel: undefined // 老负责人加入团队后的权限级别
-})
 const formRules = reactive({
  newOwnerUserId: [{ required: true, message: '新负责人不能为空', trigger: 'blur' }],
  oldOwnerPermissionLevel: [
@@ -73,15 +80,13 @@ const formRules = reactive({
  ]
 })
 const formRef = ref() // 表单 Ref
-const transferFuncRef = ref<Function>(() => {}) // 转移所需回调
 /** 打开弹窗 */
-const open = async (title: string, bizId: number, transferFunc: Function) => {
+const open = async (bizId: number) => {
  dialogVisible.value = true
-  dialogTitle.value = title
+  dialogTitle.value = getDialogTitle()
-  transferFuncRef.value = transferFunc
  resetForm()
-  formData.value.id = bizId
+  formData.value.bizId = bizId
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗
@@ -96,7 +101,7 @@ const submitForm = async () => {
  formLoading.value = true
  try {
    const data = formData.value
-    await transferFuncRef.value(unref(data))
+    await transfer(unref(data))
    message.success(dialogTitle.value + '成功')
    dialogVisible.value = false
    // 发送操作成功的事件
@@ -105,15 +110,44 @@ const submitForm = async () => {
    formLoading.value = false
  }
 }
+const transfer = async (data: TransferReqVO) => {
+  switch (props.bizType) {
+    case BizTypeEnum.CRM_CLUE:
+      return await ClueApi.transferClue(data)
+    case BizTypeEnum.CRM_CUSTOMER:
+      return await CustomerApi.transferCustomer(data)
+    case BizTypeEnum.CRM_CONTACT:
+      return await ContactApi.transferContact(data)
+    case BizTypeEnum.CRM_BUSINESS:
+      return await BusinessApi.transferBusiness(data)
+    case BizTypeEnum.CRM_CONTRACT:
+      return await ContractApi.transferContract(data)
+    default:
+      message.error('【转移失败】没有转移接口')
+      throw new Error('【转移失败】没有转移接口')
+  }
+}
+const getDialogTitle = () => {
+  switch (props.bizType) {
+    case BizTypeEnum.CRM_CLUE:
+      return '线索转移'
+    case BizTypeEnum.CRM_CUSTOMER:
+      return '客户转移'
+    case BizTypeEnum.CRM_CONTACT:
+      return '联系人转移'
+    case BizTypeEnum.CRM_BUSINESS:
+      return '商机转移'
+    case BizTypeEnum.CRM_CONTRACT:
+      return '合同转移'
+    default:
+      return '转移'
+  }
+}
 /** 重置表单 */
 const resetForm = () => {
  formRef.value?.resetFields()
-  formData.value = {
+  formData.value = {} as TransferReqVO
-    id: undefined, // 客户编号
-    newOwnerUserId: undefined, // 新负责人的用户编号
-    oldOwnerPermissionLevel: undefined // 老负责人加入团队后的权限级别
-  }
 }
 onMounted(async () => {
  // 获得用户列表

--- a/src/views/crm/receivable/ReceivableForm.vue
+++ b/src/views/crm/receivable/ReceivableForm.vue
@@ -10,7 +10,7 @@
      <el-row>
        <el-col :span="12">
          <el-form-item label="回款编号" prop="no">
-            <el-input disabled v-model="formData.no" placeholder="保存时自动生成" />
+            <el-input v-model="formData.no" disabled placeholder="保存时自动生成" />
          </el-form-item>
        </el-col>
        <el-col :span="12">
@@ -38,8 +38,8 @@
              :disabled="formType !== 'create'"
              class="w-1/1"
              filterable
-              @change="handleCustomerChange"
              placeholder="请选择客户"
+              @change="handleCustomerChange"
            >
              <el-option
                v-for="item in customerList"
@@ -57,15 +57,15 @@
              :disabled="formType !== 'create' || !formData.customerId"
              class="w-1/1"
              filterable
-              @change="handleContractChange"
              placeholder="请选择合同"
+              @change="handleContractChange"
            >
              <el-option
                v-for="data in contractList"
                :key="data.id"
+                :disabled="data.auditStatus !== 20"
                :label="data.name"
                :value="data.id!"
-                :disabled="data.auditStatus !== 20"
              />
            </el-select>
          </el-form-item>
@@ -78,15 +78,15 @@
              v-model="formData.planId"
              :disabled="formType !== 'create' || !formData.contractId"
              class="!w-1/1"
-              @change="handleReceivablePlanChange"
              placeholder="请选择回款期数"
+              @change="handleReceivablePlanChange"
            >
              <el-option
                v-for="data in receivablePlanList"
                :key="data.id"
+                :disabled="data.receivableId"
                :label="'第 ' + data.period + ' 期'"
                :value="data.id!"
-                :disabled="data.receivableId"
              />
            </el-select>
          </el-form-item>
@@ -109,11 +109,11 @@
          <el-form-item label="回款金额" prop="price">
            <el-input-number
              v-model="formData.price"
+              :min="0.01"
+              :precision="2"
              class="!w-100%"
              controls-position="right"
              placeholder="请输入回款金额"
-              :min="0.01"
-              :precision="2"
            />
          </el-form-item>
        </el-col>
@@ -145,12 +145,12 @@
 <script lang="ts" setup>
 import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import * as ReceivableApi from '@/api/crm/receivable'
+import { ReceivableVO } from '@/api/crm/receivable'
 import * as UserApi from '@/api/system/user'
 import * as CustomerApi from '@/api/crm/customer'
 import * as ContractApi from '@/api/crm/contract'
 import { useUserStore } from '@/store/modules/user'
 import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
-import form from '@/components/Form/src/Form.vue'
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
@@ -185,9 +185,10 @@ const open = async (
  if (id) {
    formLoading.value = true
    try {
-      formData.value = await ReceivableApi.getReceivable(id)
+      const data = (await ReceivableApi.getReceivable(id)) as ReceivableVO
-      await handleCustomerChange(formData.value.customerId)
+      formData.value = data
-      formData.value.contractId = formData.value.contract.id
+      await handleCustomerChange(data.customerId!)
+      formData.value.contractId = data?.contract?.id
    } finally {
      formLoading.value = false
    }
@@ -266,7 +267,7 @@ const handleContractChange = async (contractId: number) => {
    // 获得回款计划列表
    receivablePlanList.value = []
    receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanSimpleList(
-      formData.value.customerId,
+      formData.value.customerId!,
      contractId
    )
    // 设置金额

--- a/src/views/crm/receivable/plan/ReceivablePlanForm.vue
+++ b/src/views/crm/receivable/plan/ReceivablePlanForm.vue
@@ -10,7 +10,7 @@
      <el-row>
        <el-col :span="12">
          <el-form-item label="还款期数" prop="period">
-            <el-input disabled v-model="formData.period" placeholder="保存时自动生成" />
+            <el-input v-model="formData.period" disabled placeholder="保存时自动生成" />
          </el-form-item>
        </el-col>
        <el-col :span="12">
@@ -38,8 +38,8 @@
              :disabled="formType !== 'create'"
              class="w-1/1"
              filterable
-              @change="handleCustomerChange"
              placeholder="请选择客户"
+              @change="handleCustomerChange"
            >
              <el-option
                v-for="item in customerList"
@@ -74,11 +74,11 @@
          <el-form-item label="计划回款金额" prop="price">
            <el-input-number
              v-model="formData.price"
+              :min="0.01"
+              :precision="2"
              class="!w-100%"
              controls-position="right"
              placeholder="请输入计划回款金额"
-              :min="0.01"
-              :precision="2"
            />
          </el-form-item>
        </el-col>
@@ -136,7 +136,7 @@ import * as CustomerApi from '@/api/crm/customer'
 import * as ContractApi from '@/api/crm/contract'
 import { useUserStore } from '@/store/modules/user'
 import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
-import { aw } from '../../../../../dist-prod/assets/index-9eac537b'
+import { cloneDeep } from 'lodash-es'
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
@@ -167,7 +167,10 @@ const open = async (type: string, id?: number, customerId?: number, contractId?:
  if (id) {
    formLoading.value = true
    try {
-      formData.value = await ReceivablePlanApi.getReceivablePlan(id)
+      const data = await ReceivablePlanApi.getReceivablePlan(id)
+      formData.value = cloneDeep(data)
+      await handleCustomerChange(data.customerId!)
+      formData.value.contractId = data?.contractId
    } finally {
      formLoading.value = false
    }

--- a/src/views/infra/demo/demo03/erp/components/Demo03CourseList.vue
+++ b/src/views/infra/demo/demo03/erp/components/Demo03CourseList.vue
@@ -2,39 +2,40 @@
  <!-- 列表 -->
  <ContentWrap>
    <el-button
-      type="primary"
+      v-hasPermi="['infra:demo03-student:create']"
      plain
+      type="primary"
      @click="openForm('create')"
-      v-hasPermi="['infra:demo03-student:create']"
    >
-      <Icon icon="ep:plus" class="mr-5px" /> 新增
+      <Icon class="mr-5px" icon="ep:plus" />
+      新增
    </el-button>
-    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
-      <el-table-column label="编号" align="center" prop="id" />
+      <el-table-column align="center" label="编号" prop="id" />
-      <el-table-column label="名字" align="center" prop="name" />
+      <el-table-column align="center" label="名字" prop="name" />
-      <el-table-column label="分数" align="center" prop="score" />
+      <el-table-column align="center" label="分数" prop="score" />
      <el-table-column
-        label="创建时间"
+        :formatter="dateFormatter"
        align="center"
+        label="创建时间"
        prop="createTime"
-        :formatter="dateFormatter"
        width="180px"
      />
-      <el-table-column label="操作" align="center">
+      <el-table-column align="center" label="操作">
        <template #default="scope">
          <el-button
+            v-hasPermi="['infra:demo03-student:update']"
            link
            type="primary"
            @click="openForm('update', scope.row.id)"
-            v-hasPermi="['infra:demo03-student:update']"
          >
            编辑
          </el-button>
          <el-button
+            v-hasPermi="['infra:demo03-student:delete']"
            link
            type="danger"
            @click="handleDelete(scope.row.id)"
-            v-hasPermi="['infra:demo03-student:delete']"
          >
            删除
          </el-button>
@@ -43,9 +44,9 @@
    </el-table>
    <!-- 分页 -->
    <Pagination
-      :total="total"
-      v-model:page="queryParams.pageNo"
      v-model:limit="queryParams.pageSize"
+      v-model:page="queryParams.pageNo"
+      :total="total"
      @pagination="getList"
    />
  </ContentWrap>
@@ -53,7 +54,7 @@
  <Demo03CourseForm ref="formRef" @success="getList" />
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
 import { dateFormatter } from '@/utils/formatTime'
 import * as Demo03StudentApi from '@/api/infra/demo/demo03/erp'
 import Demo03CourseForm from './Demo03CourseForm.vue'
@@ -62,7 +63,7 @@ const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
 const props = defineProps<{
-  studentId: undefined // 学生编号（主表的关联字段）
+  studentId?: number // 学生编号（主表的关联字段）
 }>()
 const loading = ref(false) // 列表的加载中
 const list = ref([]) // 列表的数据
@@ -70,17 +71,20 @@ const total = ref(0) // 列表的总页数
 const queryParams = reactive({
  pageNo: 1,
  pageSize: 10,
-  studentId: undefined
+  studentId: undefined as unknown
 })
 /** 监听主表的关联字段的变化，加载对应的子表数据 */
 watch(
  () => props.studentId,
-  (val) => {
+  (val: number) => {
+    if (!val) {
+      return
+    }
    queryParams.studentId = val
    handleQuery()
  },
-  { immediate: false }
+  { immediate: true, deep: true }
 )
 /** 查询列表 */

--- a/src/views/infra/demo/demo03/erp/components/Demo03GradeList.vue
+++ b/src/views/infra/demo/demo03/erp/components/Demo03GradeList.vue
@@ -2,39 +2,40 @@
  <!-- 列表 -->
  <ContentWrap>
    <el-button
-      type="primary"
+      v-hasPermi="['infra:demo03-student:create']"
      plain
+      type="primary"
      @click="openForm('create')"
-      v-hasPermi="['infra:demo03-student:create']"
    >
-      <Icon icon="ep:plus" class="mr-5px" /> 新增
+      <Icon class="mr-5px" icon="ep:plus" />
+      新增
    </el-button>
-    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
-      <el-table-column label="编号" align="center" prop="id" />
+      <el-table-column align="center" label="编号" prop="id" />
-      <el-table-column label="名字" align="center" prop="name" />
+      <el-table-column align="center" label="名字" prop="name" />
-      <el-table-column label="班主任" align="center" prop="teacher" />
+      <el-table-column align="center" label="班主任" prop="teacher" />
      <el-table-column
-        label="创建时间"
+        :formatter="dateFormatter"
        align="center"
+        label="创建时间"
        prop="createTime"
-        :formatter="dateFormatter"
        width="180px"
      />
-      <el-table-column label="操作" align="center">
+      <el-table-column align="center" label="操作">
        <template #default="scope">
          <el-button
+            v-hasPermi="['infra:demo03-student:update']"
            link
            type="primary"
            @click="openForm('update', scope.row.id)"
-            v-hasPermi="['infra:demo03-student:update']"
          >
            编辑
          </el-button>
          <el-button
+            v-hasPermi="['infra:demo03-student:delete']"
            link
            type="danger"
            @click="handleDelete(scope.row.id)"
-            v-hasPermi="['infra:demo03-student:delete']"
          >
            删除
          </el-button>
@@ -43,9 +44,9 @@
    </el-table>
    <!-- 分页 -->
    <Pagination
-      :total="total"
-      v-model:page="queryParams.pageNo"
      v-model:limit="queryParams.pageSize"
+      v-model:page="queryParams.pageNo"
+      :total="total"
      @pagination="getList"
    />
  </ContentWrap>
@@ -53,7 +54,7 @@
  <Demo03GradeForm ref="formRef" @success="getList" />
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
 import { dateFormatter } from '@/utils/formatTime'
 import * as Demo03StudentApi from '@/api/infra/demo/demo03/erp'
 import Demo03GradeForm from './Demo03GradeForm.vue'
@@ -62,7 +63,7 @@ const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
 const props = defineProps<{
-  studentId: undefined // 学生编号（主表的关联字段）
+  studentId?: number // 学生编号（主表的关联字段）
 }>()
 const loading = ref(false) // 列表的加载中
 const list = ref([]) // 列表的数据
@@ -70,17 +71,20 @@ const total = ref(0) // 列表的总页数
 const queryParams = reactive({
  pageNo: 1,
  pageSize: 10,
-  studentId: undefined
+  studentId: undefined as unknown
 })
 /** 监听主表的关联字段的变化，加载对应的子表数据 */
 watch(
  () => props.studentId,
-  (val) => {
+  (val: number) => {
+    if (!val) {
+      return
+    }
    queryParams.studentId = val
    handleQuery()
  },
-  { immediate: false }
+  { immediate: true, deep: true }
 )
 /** 查询列表 */

--- a/src/views/infra/demo/demo03/erp/index.vue
+++ b/src/views/infra/demo/demo03/erp/index.vue
@@ -4,23 +4,23 @@
  <ContentWrap>
    <!-- 搜索工作栏 -->
    <el-form
-      class="-mb-15px"
-      :model="queryParams"
      ref="queryFormRef"
      :inline="true"
+      :model="queryParams"
+      class="-mb-15px"
      label-width="68px"
    >
      <el-form-item label="名字" prop="name">
        <el-input
          v-model="queryParams.name"
-          placeholder="请输入名字"
+          class="!w-240px"
          clearable
+          placeholder="请输入名字"
          @keyup.enter="handleQuery"
-          class="!w-240px"
        />
      </el-form-item>
      <el-form-item label="性别" prop="sex">
-        <el-select v-model="queryParams.sex" placeholder="请选择性别" clearable class="!w-240px">
+        <el-select v-model="queryParams.sex" class="!w-240px" clearable placeholder="请选择性别">
          <el-option
            v-for="dict in getIntDictOptions(DICT_TYPE.SYSTEM_USER_SEX)"
            :key="dict.value"
@@ -32,33 +32,41 @@
      <el-form-item label="创建时间" prop="createTime">
        <el-date-picker
          v-model="queryParams.createTime"
-          value-format="YYYY-MM-DD HH:mm:ss"
-          type="daterange"
-          start-placeholder="开始日期"
-          end-placeholder="结束日期"
          :default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
          class="!w-240px"
+          end-placeholder="结束日期"
+          start-placeholder="开始日期"
+          type="daterange"
+          value-format="YYYY-MM-DD HH:mm:ss"
        />
      </el-form-item>
      <el-form-item>
-        <el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
+        <el-button @click="handleQuery">
-        <el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
+          <Icon class="mr-5px" icon="ep:search" />
+          搜索
+        </el-button>
+        <el-button @click="resetQuery">
+          <Icon class="mr-5px" icon="ep:refresh" />
+          重置
+        </el-button>
        <el-button
-          type="primary"
+          v-hasPermi="['infra:demo03-student:create']"
          plain
+          type="primary"
          @click="openForm('create')"
-          v-hasPermi="['infra:demo03-student:create']"
        >
-          <Icon icon="ep:plus" class="mr-5px" /> 新增
+          <Icon class="mr-5px" icon="ep:plus" />
+          新增
        </el-button>
        <el-button
-          type="success"
+          v-hasPermi="['infra:demo03-student:export']"
+          :loading="exportLoading"
          plain
+          type="success"
          @click="handleExport"
-          :loading="exportLoading"
-          v-hasPermi="['infra:demo03-student:export']"
        >
-          <Icon icon="ep:download" class="mr-5px" /> 导出
+          <Icon class="mr-5px" icon="ep:download" />
+          导出
        </el-button>
      </el-form-item>
    </el-form>
@@ -69,48 +77,48 @@
    <el-table
      v-loading="loading"
      :data="list"
-      :stripe="true"
      :show-overflow-tooltip="true"
+      :stripe="true"
      highlight-current-row
      @current-change="handleCurrentChange"
    >
-      <el-table-column label="编号" align="center" prop="id" />
+      <el-table-column align="center" label="编号" prop="id" />
-      <el-table-column label="名字" align="center" prop="name" />
+      <el-table-column align="center" label="名字" prop="name" />
-      <el-table-column label="性别" align="center" prop="sex">
+      <el-table-column align="center" label="性别" prop="sex">
        <template #default="scope">
          <dict-tag :type="DICT_TYPE.SYSTEM_USER_SEX" :value="scope.row.sex" />
        </template>
      </el-table-column>
      <el-table-column
-        label="出生日期"
+        :formatter="dateFormatter"
        align="center"
+        label="出生日期"
        prop="birthday"
-        :formatter="dateFormatter"
        width="180px"
      />
-      <el-table-column label="简介" align="center" prop="description" />
+      <el-table-column align="center" label="简介" prop="description" />
      <el-table-column
-        label="创建时间"
+        :formatter="dateFormatter"
        align="center"
+        label="创建时间"
        prop="createTime"
-        :formatter="dateFormatter"
        width="180px"
      />
-      <el-table-column label="操作" align="center">
+      <el-table-column align="center" label="操作">
        <template #default="scope">
          <el-button
+            v-hasPermi="['infra:demo03-student:update']"
            link
            type="primary"
            @click="openForm('update', scope.row.id)"
-            v-hasPermi="['infra:demo03-student:update']"
          >
            编辑
          </el-button>
          <el-button
+            v-hasPermi="['infra:demo03-student:delete']"
            link
            type="danger"
            @click="handleDelete(scope.row.id)"
-            v-hasPermi="['infra:demo03-student:delete']"
          >
            删除
          </el-button>
@@ -119,9 +127,9 @@
    </el-table>
    <!-- 分页 -->
    <Pagination
-      :total="total"
-      v-model:page="queryParams.pageNo"
      v-model:limit="queryParams.pageSize"
+      v-model:page="queryParams.pageNo"
+      :total="total"
      @pagination="getList"
    />
  </ContentWrap>
@@ -132,17 +140,17 @@
  <ContentWrap>
    <el-tabs model-value="demo03Course">
      <el-tab-pane label="学生课程" name="demo03Course">
-        <Demo03CourseList :student-id="currentRow.id" />
+        <Demo03CourseList :student-id="currentRow?.id" />
      </el-tab-pane>
      <el-tab-pane label="学生班级" name="demo03Grade">
-        <Demo03GradeList :student-id="currentRow.id" />
+        <Demo03GradeList :student-id="currentRow?.id" />
      </el-tab-pane>
    </el-tabs>
  </ContentWrap>
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
-import { getIntDictOptions, DICT_TYPE } from '@/utils/dict'
+import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 import { dateFormatter } from '@/utils/formatTime'
 import download from '@/utils/download'
 import * as Demo03StudentApi from '@/api/infra/demo/demo03/erp'