feat:【antd】【crm】客户的详情的重构

This commit is contained in:
YunaiV
2025-09-27 16:56:36 +08:00
parent 09abc9cead
commit 10018fcc85
3 changed files with 468 additions and 0 deletions

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import type { DescriptionItemSchema } from '#/components/description';
import { h } from 'vue';
import { DICT_TYPE } from '@vben/constants';
import { formatDateTime } from '@vben/utils';
import { DictTag } from '#/components/dict-tag';
/** 详情页的字段 */
export function useDetailSchema(): DescriptionItemSchema[] {
return [
{
field: 'level',
label: '客户级别',
content: (data) =>
h(DictTag, { type: DICT_TYPE.CRM_CUSTOMER_LEVEL, value: data?.level }),
},
{
field: 'dealStatus',
label: '成交状态',
content: (data) => (data.dealStatus ? '已成交' : '未成交'),
},
{
field: 'createTime',
label: '创建时间',
content: (data) => formatDateTime(data?.createTime) as string,
},
];
}
/** 详情页的基础字段 */
export function useDetailBaseSchema(): DescriptionItemSchema[] {
return [
{
field: 'name',
label: '客户名称',
},
{
field: 'source',
label: '客户来源',
content: (data) =>
h(DictTag, {
type: DICT_TYPE.CRM_CUSTOMER_SOURCE,
value: data?.source,
}),
},
{
field: 'mobile',
label: '手机',
},
{
field: 'telephone',
label: '电话',
},
{
field: 'email',
label: '邮箱',
},
{
field: 'areaName',
label: '地址',
},
{
field: 'detailAddress',
label: '详细地址',
},
{
field: 'qq',
label: 'QQ',
},
{
field: 'wechat',
label: '微信',
},
{
field: 'industryId',
label: '客户行业',
content: (data) =>
h(DictTag, {
type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY,
value: data?.industryId,
}),
},
{
field: 'level',
label: '客户级别',
content: (data) =>
h(DictTag, { type: DICT_TYPE.CRM_CUSTOMER_LEVEL, value: data?.level }),
},
{
field: 'contactNextTime',
label: '下次联系时间',
content: (data) => formatDateTime(data?.contactNextTime) as string,
},
{
field: 'remark',
label: '备注',
},
];
}

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<script setup lang="ts">
import type { CrmCustomerApi } from '#/api/crm/customer';
import type { SystemOperateLogApi } from '#/api/system/operate-log';
import { onMounted, ref } from 'vue';
import { useRoute, useRouter } from 'vue-router';
import { confirm, Page, useVbenModal } from '@vben/common-ui';
import { useTabs } from '@vben/hooks';
import { Card, message, Tabs } from 'ant-design-vue';
import {
getCustomer,
lockCustomer,
putCustomerPool,
receiveCustomer,
updateCustomerDealStatus,
} from '#/api/crm/customer';
import { getOperateLogPage } from '#/api/crm/operateLog';
import { BizTypeEnum } from '#/api/crm/permission';
import { useDescription } from '#/components/description';
import { AsyncOperateLog } from '#/components/operate-log';
import { ACTION_ICON, TableAction } from '#/components/table-action';
import { BusinessDetailsList } from '#/views/crm/business';
import { ContactDetailsList } from '#/views/crm/contact/components';
import { ContractDetailsList } from '#/views/crm/contract';
import { DistributeForm } from '#/views/crm/customer';
import { FollowUp } from '#/views/crm/followup';
import { PermissionList, TransferForm } from '#/views/crm/permission';
import {
ReceivableDetailsList,
ReceivablePlanDetailsList,
} from '#/views/crm/receivable';
import Form from '../modules/form.vue';
import { useDetailSchema } from './data';
import Info from './modules/info.vue';
const route = useRoute();
const router = useRouter();
const tabs = useTabs();
const loading = ref(false); // 加载中
const customerId = ref(0); // 客户编号
const customer = ref<CrmCustomerApi.Customer>({} as CrmCustomerApi.Customer); // 客户详情
const logList = ref<SystemOperateLogApi.OperateLog[]>([]); // 操作日志
const permissionListRef = ref<InstanceType<typeof PermissionList>>(); // 团队成员列表 Ref
const [Descriptions] = useDescription({
componentProps: {
bordered: 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 [DistributeModal, distributeModalApi] = useVbenModal({
connectedComponent: DistributeForm,
destroyOnClose: true,
});
/** 加载客户详情 */
async function loadCustomerDetail() {
loading.value = true;
try {
customer.value = await getCustomer(customerId.value);
// 操作日志
const logList = await getOperateLogPage({
bizType: BizTypeEnum.CRM_CUSTOMER,
bizId: customerId.value,
});
logList.value = logList.list;
} finally {
loading.value = false;
}
}
/** 返回列表页 */
function handleBack() {
tabs.closeCurrentTab();
router.push('/crm/customer');
}
/** 编辑客户 */
function handleEdit() {
formModalApi.setData({ id: customerId.value }).open();
}
/** 转移线索 */
function handleTransfer() {
transferModalApi.setData({ id: customerId.value }).open();
}
/** 锁定客户 */
function handleLock(lockStatus: boolean): Promise<boolean | undefined> {
return new Promise((resolve, reject) => {
confirm({
content: `确定锁定客户【${customer.value.name}】吗?`,
})
.then(async () => {
const res = await lockCustomer(customerId.value, lockStatus);
if (res) {
message.success(lockStatus ? '锁定客户成功' : '解锁客户成功');
resolve(true);
} else {
reject(new Error(lockStatus ? '锁定客户失败' : '解锁客户失败'));
}
})
.catch(() => {
reject(new Error('取消操作'));
});
});
}
/** 领取客户 */
function handleReceive(): Promise<boolean | undefined> {
return new Promise((resolve, reject) => {
confirm({
content: `确定领取客户【${customer.value.name}】吗?`,
})
.then(async () => {
const res = await receiveCustomer([customerId.value]);
if (res) {
message.success('领取客户成功');
resolve(true);
} else {
reject(new Error('领取客户失败'));
}
})
.catch(() => {
reject(new Error('取消操作'));
});
});
}
/** 分配客户 */
function handleDistributeForm() {
distributeModalApi.setData({ id: customerId.value }).open();
}
/** 客户放入公海 */
function handlePutPool(): Promise<boolean | undefined> {
return new Promise((resolve, reject) => {
confirm({
content: `确定将客户【${customer.value.name}】放入公海吗?`,
})
.then(async () => {
const res = await putCustomerPool(customerId.value);
if (res) {
message.success('放入公海成功');
resolve(true);
} else {
reject(new Error('放入公海失败'));
}
})
.catch(() => {
reject(new Error('取消操作'));
});
});
}
/** 更新成交状态操作 */
async function handleUpdateDealStatus(): Promise<boolean | undefined> {
return new Promise((resolve, reject) => {
const dealStatus = !customer.value.dealStatus;
confirm({
content: `确定更新成交状态为【${dealStatus ? '已成交' : '未成交'}】吗?`,
})
.then(async () => {
const res = await updateCustomerDealStatus(
customerId.value,
dealStatus,
);
if (res) {
message.success('更新成交状态成功');
resolve(true);
} else {
reject(new Error('更新成交状态失败'));
}
})
.catch(() => {
reject(new Error('取消操作'));
});
});
}
/** 加载数据 */
onMounted(() => {
customerId.value = route.params.id as number;
loadCustomerDetail();
});
</script>
<template>
<Page auto-content-height :title="customer?.name" :loading="loading">
<FormModal @success="loadCustomerDetail" />
<TransferModal @success="loadCustomerDetail" />
<DistributeModal @success="loadCustomerDetail" />
<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:customer:update'],
ifShow: permissionListRef?.validateWrite,
onClick: handleEdit,
},
{
label: '转移',
type: 'primary',
ifShow: permissionListRef?.validateOwnerUser,
onClick: handleTransfer,
},
{
label: '更改成交状态',
type: 'default',
ifShow: permissionListRef?.validateWrite,
onClick: handleUpdateDealStatus,
},
{
label: '锁定',
type: 'default',
ifShow:
!customer.lockStatus && permissionListRef?.validateOwnerUser,
onClick: handleLock.bind(null, true),
},
{
label: '解锁',
type: 'default',
ifShow: customer.lockStatus && permissionListRef?.validateOwnerUser,
onClick: handleLock.bind(null, false),
},
{
label: '领取',
type: 'primary',
ifShow: !customer.ownerUserId,
onClick: handleReceive,
},
{
label: '分配',
type: 'default',
ifShow: !customer.ownerUserId,
onClick: handleDistributeForm,
},
{
label: '放入公海',
type: 'default',
ifShow:
!!customer.ownerUserId && permissionListRef?.validateOwnerUser,
onClick: handlePutPool,
},
]"
/>
</template>
<Card class="min-h-[10%]">
<Descriptions :data="customer" />
</Card>
<Card class="mt-4 min-h-[60%]">
<Tabs>
<Tabs.TabPane tab="跟进记录" key="1" :force-render="true">
<FollowUp :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</Tabs.TabPane>
<Tabs.TabPane tab="详细资料" key="2" :force-render="true">
<Info :customer="customer" />
</Tabs.TabPane>
<Tabs.TabPane tab="联系人" key="3" :force-render="true">
<ContactDetailsList
:biz-id="customerId"
:biz-type="BizTypeEnum.CRM_CUSTOMER"
:customer-id="customerId"
/>
</Tabs.TabPane>
<Tabs.TabPane tab="团队成员" key="4" :force-render="true">
<PermissionList
ref="permissionListRef"
:biz-id="customerId"
:biz-type="BizTypeEnum.CRM_CUSTOMER"
:show-action="true"
@quit-team="handleBack"
/>
</Tabs.TabPane>
<Tabs.TabPane tab="商机" key="5" :force-render="true">
<BusinessDetailsList
:biz-id="customerId"
:biz-type="BizTypeEnum.CRM_CUSTOMER"
:customer-id="customerId"
/>
</Tabs.TabPane>
<Tabs.TabPane tab="合同" key="6" :force-render="true">
<ContractDetailsList
:biz-id="customerId"
:biz-type="BizTypeEnum.CRM_CUSTOMER"
/>
</Tabs.TabPane>
<Tabs.TabPane tab="回款" key="7" :force-render="true">
<ReceivablePlanDetailsList :customer-id="customerId" />
<ReceivableDetailsList :customer-id="customerId" />
</Tabs.TabPane>
<Tabs.TabPane tab="操作日志" key="8" :force-render="true">
<AsyncOperateLog :log-list="logList" />
</Tabs.TabPane>
</Tabs>
</Card>
</Page>
</template>

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<script lang="ts" setup>
import type { CrmCustomerApi } from '#/api/crm/customer';
import { Divider } from 'ant-design-vue';
import { useDescription } from '#/components/description';
import { useFollowUpDetailSchema } from '#/views/crm/followup/data';
import { useDetailBaseSchema } from '../data';
defineProps<{
customer: CrmCustomerApi.Customer; // 客户信息
}>();
const [BaseDescriptions] = useDescription({
componentProps: {
title: '基本信息',
bordered: false,
column: 4,
class: 'mx-4',
},
schema: useDetailBaseSchema(),
});
const [SystemDescriptions] = useDescription({
componentProps: {
title: '系统信息',
bordered: false,
column: 3,
class: 'mx-4',
},
schema: useFollowUpDetailSchema(),
});
</script>
<template>
<div class="p-4">
<BaseDescriptions :data="customer" />
<Divider />
<SystemDescriptions :data="customer" />
</div>
</template>