feat: crm backlog

This commit is contained in:
xingyu4j
2025-05-29 23:27:57 +08:00
parent 4969799412
commit a043e4a746
11 changed files with 304 additions and 867 deletions

View File

@@ -1,90 +0,0 @@
<!-- 待回款提醒 -->
<script lang="ts" setup>
import type { OnActionClickParams } from '#/adapter/vxe-table';
import type { CrmReceivableApi } from '#/api/crm/receivable';
import { useRouter } from 'vue-router';
import { Button } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { getReceivablePage } from '#/api/crm/receivable';
import {
useReceivablePlanRemindColumns,
useReceivablePlanRemindFormSchema,
} from '../data';
const { push } = useRouter();
/** 打开回款详情 */
function openDetail(row: CrmReceivableApi.Receivable) {
push({ name: 'CrmReceivableDetail', params: { id: row.id } });
}
/** 打开客户详情 */
function openCustomerDetail(row: CrmReceivableApi.Receivable) {
push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
}
/** 创建回款 */
function openReceivableForm(row: CrmReceivableApi.Receivable) {
// Todo: 打开创建回款
push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
}
/** 表格操作按钮的回调函数 */
function onActionClick({
code,
row,
}: OnActionClickParams<CrmReceivableApi.Receivable>) {
switch (code) {
case 'receivableForm': {
openReceivableForm(row);
break;
}
}
}
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: useReceivablePlanRemindFormSchema(),
},
gridOptions: {
columns: useReceivablePlanRemindColumns(onActionClick),
height: 'auto',
keepSource: true,
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
return await getReceivablePage({
pageNo: page.currentPage,
pageSize: page.pageSize,
...formValues,
});
},
},
},
rowConfig: {
keyField: 'id',
},
toolbarConfig: {
refresh: { code: 'query' },
search: true,
},
},
});
</script>
<template>
<Grid table-title="待回款提醒">
<template #customerName="{ row }">
<Button type="link" @click="openCustomerDetail(row)">
{{ row.customerName }}
</Button>
</template>
<template #period="{ row }">
<Button type="link" @click="openDetail(row)">{{ row.period }}</Button>
</template>
</Grid>
</template>

View File

@@ -1,5 +1,6 @@
<!-- 分配给我的线索 -->
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmClueApi } from '#/api/crm/clue';
import { useRouter } from 'vue-router';
@@ -8,8 +9,9 @@ import { Button } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { getCluePage } from '#/api/crm/clue';
import { useGridColumns } from '#/views/crm/clue/data';
import { useClueFollowColumns, useClueFollowFormSchema } from '../data';
import { FOLLOWUP_STATUS } from '../data';
const { push } = useRouter();
@@ -20,10 +22,21 @@ function handleDetail(row: CrmClueApi.Clue) {
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: useClueFollowFormSchema(),
schema: [
{
fieldName: 'followUpStatus',
label: '状态',
component: 'Select',
componentProps: {
allowClear: true,
options: FOLLOWUP_STATUS,
},
defaultValue: false,
},
],
},
gridOptions: {
columns: useClueFollowColumns(),
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
@@ -45,14 +58,17 @@ const [Grid] = useVbenVxeGrid({
refresh: { code: 'query' },
search: true,
},
},
} as VxeTableGridOptions<CrmClueApi.Clue>,
});
</script>
<template>
<Grid table-title="分配给我的线索">
<Grid>
<template #name="{ row }">
<Button type="link" @click="handleDetail(row)">{{ row.name }}</Button>
</template>
<template #actions="{ row }">
<Button type="link" @click="handleDetail(row)">查看详情</Button>
</template>
</Grid>
</template>

View File

@@ -1,5 +1,6 @@
<!-- 待审核合同 -->
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmContractApi } from '#/api/crm/contract';
import { useRouter } from 'vue-router';
@@ -8,8 +9,9 @@ import { Button } from 'ant-design-vue';
import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
import { getContractPage } from '#/api/crm/contract';
import { useGridColumns } from '#/views/crm/contract/data';
import { useContractAuditFormSchema, useContractColumns } from '../data';
import { AUDIT_STATUS } from '../data';
const { push } = useRouter();
@@ -42,10 +44,21 @@ function handleBusinessDetail(row: CrmContractApi.Contract) {
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: useContractAuditFormSchema(),
schema: [
{
fieldName: 'auditStatus',
label: '合同状态',
component: 'Select',
componentProps: {
allowClear: true,
options: AUDIT_STATUS,
},
defaultValue: 10,
},
],
},
gridOptions: {
columns: useContractColumns(),
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
@@ -67,12 +80,12 @@ const [Grid] = useVbenVxeGrid({
refresh: { code: 'query' },
search: true,
},
},
} as VxeTableGridOptions<CrmContractApi.Contract>,
});
</script>
<template>
<Grid table-title="待审核合同">
<Grid>
<template #name="{ row }">
<Button type="link" @click="handleContractDetail(row)">
{{ row.name }}

View File

@@ -1,21 +1,22 @@
<!-- 即将到期的合同 -->
<script lang="ts" setup>
import type { OnActionClickParams } from '#/adapter/vxe-table';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmContractApi } from '#/api/crm/contract';
import { useRouter } from 'vue-router';
import { Button } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
import { getContractPage } from '#/api/crm/contract';
import { useGridColumns } from '#/views/crm/contract/data';
import { useContractColumns, useContractRemindFormSchema } from '../data';
import { CONTRACT_EXPIRY_TYPE } from '../data';
const { push } = useRouter();
/** 查看审批 */
function openProcessDetail(row: CrmContractApi.Contract) {
function handleProcessDetail(row: CrmContractApi.Contract) {
push({
name: 'BpmProcessInstanceDetail',
query: { id: row.processInstanceId },
@@ -23,43 +24,41 @@ function openProcessDetail(row: CrmContractApi.Contract) {
}
/** 打开合同详情 */
function openContractDetail(row: CrmContractApi.Contract) {
function handleContractDetail(row: CrmContractApi.Contract) {
push({ name: 'CrmContractDetail', params: { id: row.id } });
}
/** 打开客户详情 */
function openCustomerDetail(row: CrmContractApi.Contract) {
function handleCustomerDetail(row: CrmContractApi.Contract) {
push({ name: 'CrmCustomerDetail', params: { id: row.id } });
}
/** 打开联系人详情 */
function openContactDetail(row: CrmContractApi.Contract) {
function handleContactDetail(row: CrmContractApi.Contract) {
push({ name: 'CrmContactDetail', params: { id: row.id } });
}
/** 打开商机详情 */
function openBusinessDetail(row: CrmContractApi.Contract) {
function handleBusinessDetail(row: CrmContractApi.Contract) {
push({ name: 'CrmBusinessDetail', params: { id: row.id } });
}
/** 表格操作按钮的回调函数 */
function onActionClick({
code,
row,
}: OnActionClickParams<CrmContractApi.Contract>) {
switch (code) {
case 'processDetail': {
openProcessDetail(row);
break;
}
}
}
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: useContractRemindFormSchema(),
schema: [
{
fieldName: 'expiryType',
label: '到期状态',
component: 'Select',
componentProps: {
allowClear: true,
options: CONTRACT_EXPIRY_TYPE,
},
defaultValue: 1,
},
],
},
gridOptions: {
columns: useContractColumns(onActionClick),
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
@@ -81,31 +80,43 @@ const [Grid] = useVbenVxeGrid({
refresh: { code: 'query' },
search: true,
},
},
} as VxeTableGridOptions<CrmContractApi.Contract>,
});
</script>
<template>
<Grid table-title="即将到期的合同">
<Grid>
<template #name="{ row }">
<Button type="link" @click="openContractDetail(row)">
<Button type="link" @click="handleContractDetail(row)">
{{ row.name }}
</Button>
</template>
<template #customerName="{ row }">
<Button type="link" @click="openCustomerDetail(row)">
<Button type="link" @click="handleCustomerDetail(row)">
{{ row.customerName }}
</Button>
</template>
<template #businessName="{ row }">
<Button type="link" @click="openBusinessDetail(row)">
<Button type="link" @click="handleBusinessDetail(row)">
{{ row.businessName }}
</Button>
</template>
<template #contactName="{ row }">
<Button type="link" @click="openContactDetail(row)">
{{ row.contactName }}
<template #signContactName="{ row }">
<Button type="link" @click="handleContactDetail(row)">
{{ row.signContactName }}
</Button>
</template>
<template #actions="{ row }">
<TableAction
:actions="[
{
label: '查看审批',
type: 'link',
auth: ['crm:contract:update'],
onClick: handleProcessDetail.bind(null, row),
},
]"
/>
</template>
</Grid>
</template>

View File

@@ -1,5 +1,6 @@
<!-- 分配给我的客户 -->
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmCustomerApi } from '#/api/crm/customer';
import { useRouter } from 'vue-router';
@@ -8,22 +9,34 @@ import { Button } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { getCustomerPage } from '#/api/crm/customer';
import { useGridColumns } from '#/views/crm/customer/data';
import { useCustomerColumns, useCustomerFollowFormSchema } from '../data';
import { FOLLOWUP_STATUS } from '../data';
const { push } = useRouter();
/** 打开客户详情 */
function onDetail(row: CrmCustomerApi.Customer) {
function handleDetail(row: CrmCustomerApi.Customer) {
push({ name: 'CrmCustomerDetail', params: { id: row.id } });
}
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: useCustomerFollowFormSchema(),
schema: [
{
fieldName: 'followUpStatus',
label: '状态',
component: 'Select',
componentProps: {
allowClear: true,
options: FOLLOWUP_STATUS,
},
defaultValue: false,
},
],
},
gridOptions: {
columns: useCustomerColumns(),
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
@@ -45,14 +58,17 @@ const [Grid] = useVbenVxeGrid({
refresh: { code: 'query' },
search: true,
},
},
} as VxeTableGridOptions<CrmCustomerApi.Customer>,
});
</script>
<template>
<Grid table-title="分配给我的客户">
<Grid>
<template #name="{ row }">
<Button type="link" @click="onDetail(row)">{{ row.name }}</Button>
<Button type="link" @click="handleDetail(row)">{{ row.name }}</Button>
</template>
<template #actions="{ row }">
<Button type="link" @click="handleDetail(row)">查看详情</Button>
</template>
</Grid>
</template>

View File

@@ -1,5 +1,6 @@
<!-- 待进入公海的客户 -->
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmCustomerApi } from '#/api/crm/customer';
import { useRouter } from 'vue-router';
@@ -8,22 +9,34 @@ import { Button } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { getCustomerPage } from '#/api/crm/customer';
import { useGridColumns } from '#/views/crm/customer/data';
import { useCustomerColumns, useCustomerPutPoolFormSchema } from '../data';
import { SCENE_TYPES } from '../data';
const { push } = useRouter();
/** 打开客户详情 */
function onDetail(row: CrmCustomerApi.Customer) {
function handleDetail(row: CrmCustomerApi.Customer) {
push({ name: 'CrmCustomerDetail', params: { id: row.id } });
}
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: useCustomerPutPoolFormSchema(),
schema: [
{
fieldName: 'sceneType',
label: '归属',
component: 'Select',
componentProps: {
allowClear: true,
options: SCENE_TYPES,
},
defaultValue: 1,
},
],
},
gridOptions: {
columns: useCustomerColumns(),
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
@@ -45,14 +58,17 @@ const [Grid] = useVbenVxeGrid({
refresh: { code: 'query' },
search: true,
},
},
} as VxeTableGridOptions<CrmCustomerApi.Customer>,
});
</script>
<template>
<Grid table-title="待进入公海的客户">
<Grid>
<template #name="{ row }">
<Button type="link" @click="onDetail(row)">{{ row.name }}</Button>
<Button type="link" @click="handleDetail(row)">{{ row.name }}</Button>
</template>
<template #actions="{ row }">
<Button type="link" @click="handleDetail(row)">查看详情</Button>
</template>
</Grid>
</template>

View File

@@ -1,5 +1,6 @@
<!-- 今日需联系客户 -->
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmCustomerApi } from '#/api/crm/customer';
import { useRouter } from 'vue-router';
@@ -8,22 +9,44 @@ import { Button } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { getCustomerPage } from '#/api/crm/customer';
import { useGridColumns } from '#/views/crm/customer/data';
import { useCustomerColumns, useCustomerTodayContactFormSchema } from '../data';
import { CONTACT_STATUS, SCENE_TYPES } from '../data';
const { push } = useRouter();
/** 打开客户详情 */
function onDetail(row: CrmCustomerApi.Customer) {
function handleDetail(row: CrmCustomerApi.Customer) {
push({ name: 'CrmCustomerDetail', params: { id: row.id } });
}
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: useCustomerTodayContactFormSchema(),
schema: [
{
fieldName: 'contactStatus',
label: '状态',
component: 'Select',
componentProps: {
allowClear: true,
options: CONTACT_STATUS,
},
defaultValue: 1,
},
{
fieldName: 'sceneType',
label: '归属',
component: 'Select',
componentProps: {
allowClear: true,
options: SCENE_TYPES,
},
defaultValue: 1,
},
],
},
gridOptions: {
columns: useCustomerColumns(),
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
@@ -45,14 +68,17 @@ const [Grid] = useVbenVxeGrid({
refresh: { code: 'query' },
search: true,
},
},
} as VxeTableGridOptions<CrmCustomerApi.Customer>,
});
</script>
<template>
<Grid table-title="今日需联系客户">
<Grid>
<template #name="{ row }">
<Button type="link" @click="onDetail(row)">{{ row.name }}</Button>
<Button type="link" @click="handleDetail(row)">{{ row.name }}</Button>
</template>
<template #actions="{ row }">
<Button type="link" @click="handleDetail(row)">查看详情</Button>
</template>
</Grid>
</template>

View File

@@ -1,6 +1,6 @@
<!-- 待审核回款 -->
<script lang="ts" setup>
import type { OnActionClickParams } from '#/adapter/vxe-table';
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmReceivableApi } from '#/api/crm/receivable';
import { useRouter } from 'vue-router';
@@ -9,16 +9,14 @@ import { Button } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { getReceivablePage } from '#/api/crm/receivable';
import { useGridColumns } from '#/views/crm/receivable/data';
import {
useReceivableAuditColumns,
useReceivableAuditFormSchema,
} from '../data';
import { AUDIT_STATUS } from '../data';
const { push } = useRouter();
/** 查看审批 */
function openProcessDetail(row: CrmReceivableApi.Receivable) {
function handleProcessDetail(row: CrmReceivableApi.Receivable) {
push({
name: 'BpmProcessInstanceDetail',
query: { id: row.processInstanceId },
@@ -26,39 +24,37 @@ function openProcessDetail(row: CrmReceivableApi.Receivable) {
}
/** 打开回款详情 */
function openDetail(row: CrmReceivableApi.Receivable) {
function handleDetail(row: CrmReceivableApi.Receivable) {
push({ name: 'CrmReceivableDetail', params: { id: row.id } });
}
/** 打开客户详情 */
function openCustomerDetail(row: CrmReceivableApi.Receivable) {
function handleCustomerDetail(row: CrmReceivableApi.Receivable) {
push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
}
/** 打开合同详情 */
function openContractDetail(row: CrmReceivableApi.Receivable) {
function handleContractDetail(row: CrmReceivableApi.Receivable) {
push({ name: 'CrmContractDetail', params: { id: row.contractId } });
}
/** 表格操作按钮的回调函数 */
function onActionClick({
code,
row,
}: OnActionClickParams<CrmReceivableApi.Receivable>) {
switch (code) {
case 'processDetail': {
openProcessDetail(row);
break;
}
}
}
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: useReceivableAuditFormSchema(),
schema: [
{
fieldName: 'auditStatus',
label: '合同状态',
component: 'Select',
componentProps: {
allowClear: true,
options: AUDIT_STATUS,
},
defaultValue: 10,
},
],
},
gridOptions: {
columns: useReceivableAuditColumns(onActionClick),
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
@@ -79,26 +75,29 @@ const [Grid] = useVbenVxeGrid({
refresh: { code: 'query' },
search: true,
},
},
} as VxeTableGridOptions<CrmReceivableApi.Receivable>,
});
</script>
<template>
<Grid table-title="待审核回款">
<Grid>
<template #no="{ row }">
<Button type="link" @click="openDetail(row)">
<Button type="link" @click="handleDetail(row)">
{{ row.no }}
</Button>
</template>
<template #customerName="{ row }">
<Button type="link" @click="openCustomerDetail(row)">
<Button type="link" @click="handleCustomerDetail(row)">
{{ row.customerName }}
</Button>
</template>
<template #contractNo="{ row }">
<Button type="link" @click="openContractDetail(row)">
<Button type="link" @click="handleContractDetail(row)">
{{ row.contractNo }}
</Button>
</template>
<template #actions="{ row }">
<Button type="link" @click="handleProcessDetail(row)">查看审批</Button>
</template>
</Grid>
</template>

View File

@@ -0,0 +1,101 @@
<!-- 待回款提醒 -->
<script lang="ts" setup>
import type { VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
import { useRouter } from 'vue-router';
import { useVbenModal } from '@vben/common-ui';
import { Button } from 'ant-design-vue';
import { useVbenVxeGrid } from '#/adapter/vxe-table';
import { getReceivablePlanPage } from '#/api/crm/receivable/plan';
import Form from '#/views/crm/receivable/modules/form.vue';
import { useGridColumns } from '#/views/crm/receivable/plan/data';
import { RECEIVABLE_REMIND_TYPE } from '../data';
const { push } = useRouter();
const [FormModal, formModalApi] = useVbenModal({
connectedComponent: Form,
destroyOnClose: true,
});
/** 打开回款详情 */
function handleDetail(row: CrmReceivablePlanApi.Plan) {
push({ name: 'CrmReceivableDetail', params: { id: row.id } });
}
/** 打开客户详情 */
function handleCustomerDetail(row: CrmReceivablePlanApi.Plan) {
push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
}
/** 创建回款 */
function handleCreateReceivable(row: CrmReceivablePlanApi.Plan) {
formModalApi.setData({ plan: row }).open();
}
const [Grid] = useVbenVxeGrid({
formOptions: {
schema: [
{
fieldName: 'remindType',
label: '合同状态',
component: 'Select',
componentProps: {
allowClear: true,
options: RECEIVABLE_REMIND_TYPE,
},
defaultValue: 1,
},
],
},
gridOptions: {
columns: useGridColumns(),
height: 'auto',
keepSource: true,
proxyConfig: {
ajax: {
query: async ({ page }, formValues) => {
return await getReceivablePlanPage({
pageNo: page.currentPage,
pageSize: page.pageSize,
...formValues,
});
},
},
},
rowConfig: {
keyField: 'id',
},
toolbarConfig: {
refresh: { code: 'query' },
search: true,
},
} as VxeTableGridOptions<CrmReceivablePlanApi.Plan>,
});
</script>
<template>
<div>
<FormModal />
<Grid>
<template #customerName="{ row }">
<Button type="link" @click="handleCustomerDetail(row)">
{{ row.customerName }}
</Button>
</template>
<template #period="{ row }">
<Button type="link" @click="handleDetail(row)">{{ row.period }}</Button>
</template>
<template #actions="{ row }">
<Button type="link" @click="handleCreateReceivable(row)">
创建回款
</Button>
</template>
</Grid>
</div>
</template>