!274 CRM/合同管理 CRUD初稿

Merge pull request !274 from dhb52/master

src/api/crm/contract/index.ts

@@ -0,0 +1,53 @@
+import request from '@/config/axios'
+
+export interface ContractVO {
+  id: number
+  name: string
+  customerId: number
+  businessId: number
+  processInstanceId: number
+  orderDate: Date
+  ownerUserId: number
+  no: string
+  startTime: Date
+  endTime: Date
+  price: number
+  discountPercent: number
+  productPrice: number
+  roUserIds: string
+  rwUserIds: string
+  contactId: number
+  signUserId: number
+  contactLastTime: Date
+  remark: string
+}
+
+// 查询合同列表
+export const getContractPage = async (params) => {
+  return await request.get({ url: `/crm/contract/page`, params })
+}
+
+// 查询合同详情
+export const getContract = async (id: number) => {
+  return await request.get({ url: `/crm/contract/get?id=` + id })
+}
+
+// 新增合同
+export const createContract = async (data: ContractVO) => {
+  return await request.post({ url: `/crm/contract/create`, data })
+}
+
+// 修改合同
+export const updateContract = async (data: ContractVO) => {
+  return await request.put({ url: `/crm/contract/update`, data })
+}
+
+// 删除合同
+export const deleteContract = async (id: number) => {
+  return await request.delete({ url: `/crm/contract/delete?id=` + id })
+}
+
+// 导出合同 Excel
+export const exportContract = async (params) => {
+  return await request.download({ url: `/crm/contract/export-excel`, params })
+}

src/views/crm/contract/ContractForm.vue

@@ -0,0 +1,228 @@
+<template>
+  <Dialog :title="dialogTitle" v-model="dialogVisible">
+    <el-form
+      ref="formRef"
+      :model="formData"
+      :rules="formRules"
+      label-width="100px"
+      v-loading="formLoading"
+    >
+      <el-row>
+        <el-col :span="12">
+          <el-form-item label="合同名称" prop="name">
+            <el-input v-model="formData.name" placeholder="请输入合同名称" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="客户" prop="customerId">
+            <el-input v-model="formData.customerId" placeholder="请选择对应客户" />
+          </el-form-item>
+        </el-col>
+      </el-row>
+
+      <el-form-item label="商机名称" prop="businessId">
+        <el-input v-model="formData.businessId" placeholder="请选择对应商机" />
+      </el-form-item>
+      <el-form-item label="工作流" prop="processInstanceId">
+        <el-input v-model="formData.processInstanceId" placeholder="请选择工作流" />
+      </el-form-item>
+      <el-form-item label="下单日期" prop="orderDate">
+        <el-date-picker
+          v-model="formData.orderDate"
+          type="date"
+          value-format="x"
+          placeholder="选择下单日期"
+        />
+      </el-form-item>
+      <el-form-item label="负责人" prop="ownerUserId">
+        <el-input v-model="formData.ownerUserId" placeholder="请选择负责人" />
+      </el-form-item>
+      <el-form-item label="合同编号" prop="no">
+        <el-input v-model="formData.no" placeholder="请输入合同编号" />
+      </el-form-item>
+
+      <el-row>
+        <el-col :span="12">
+          <el-form-item label="开始时间" prop="startTime">
+            <el-date-picker
+              v-model="formData.startTime"
+              type="date"
+              value-format="x"
+              placeholder="选择开始时间"
+            />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="结束时间" prop="endTime">
+            <el-date-picker
+              v-model="formData.endTime"
+              type="date"
+              value-format="x"
+              placeholder="选择结束时间"
+            />
+          </el-form-item>
+        </el-col>
+      </el-row>
+
+      <el-row>
+        <el-col :span="8">
+          <el-form-item label="合同金额" prop="price">
+            <el-input v-model="formData.price" placeholder="请输入合同金额" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="整单折扣" prop="discountPercent">
+            <el-input v-model="formData.discountPercent" placeholder="请输入整单折扣" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="8">
+          <el-form-item label="产品总金额" prop="productPrice">
+            <el-input v-model="formData.productPrice" placeholder="请输入产品总金额" />
+          </el-form-item>
+        </el-col>
+      </el-row>
+
+      <el-form-item label="只读权限的用户" prop="roUserIds">
+        <el-input v-model="formData.roUserIds" placeholder="请输入只读权限的用户" />
+      </el-form-item>
+      <el-form-item label="读写权限的用户" prop="rwUserIds">
+        <el-input v-model="formData.rwUserIds" placeholder="请输入读写权限的用户" />
+      </el-form-item>
+
+      <el-row>
+        <el-col :span="12">
+          <el-form-item label="联系人编号" prop="contactId">
+            <el-input v-model="formData.contactId" placeholder="请输入联系人编号" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="公司签约人" prop="signUserId">
+            <el-input v-model="formData.signUserId" placeholder="请输入公司签约人" />
+          </el-form-item>
+        </el-col>
+      </el-row>
+
+      <el-form-item label="最后跟进时间" prop="contactLastTime">
+        <el-date-picker
+          v-model="formData.contactLastTime"
+          type="date"
+          value-format="x"
+          placeholder="选择最后跟进时间"
+        />
+      </el-form-item>
+      <el-form-item label="备注" prop="remark">
+        <el-input v-model="formData.remark" placeholder="请输入备注" />
+      </el-form-item>
+    </el-form>
+    <template #footer>
+      <el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
+      <el-button @click="dialogVisible = false">取 消</el-button>
+    </template>
+  </Dialog>
+</template>
+<script setup lang="ts">
+import * as ContractApi from '@/api/crm/contract'
+
+const { t } = useI18n() // 国际化
+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 formType = ref('') // 表单的类型：create - 新增；update - 修改
+const formData = ref({
+  id: undefined,
+  name: undefined,
+  customerId: undefined,
+  businessId: undefined,
+  processInstanceId: undefined,
+  orderDate: undefined,
+  ownerUserId: undefined,
+  no: undefined,
+  startTime: undefined,
+  endTime: undefined,
+  price: undefined,
+  discountPercent: undefined,
+  productPrice: undefined,
+  roUserIds: undefined,
+  rwUserIds: undefined,
+  contactId: undefined,
+  signUserId: undefined,
+  contactLastTime: undefined,
+  remark: undefined
+})
+const formRules = reactive({
+  name: [{ required: true, message: '合同名称不能为空', trigger: 'blur' }]
+})
+const formRef = ref() // 表单 Ref
+
+/** 打开弹窗 */
+const open = async (type: string, id?: number) => {
+  dialogVisible.value = true
+  dialogTitle.value = t('action.' + type)
+  formType.value = type
+  resetForm()
+  // 修改时，设置数据
+  if (id) {
+    formLoading.value = true
+    try {
+      formData.value = await ContractApi.getContract(id)
+    } finally {
+      formLoading.value = false
+    }
+  }
+}
+defineExpose({ open }) // 提供 open 方法，用于打开弹窗
+
+/** 提交表单 */
+const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
+const submitForm = async () => {
+  // 校验表单
+  if (!formRef) return
+  const valid = await formRef.value.validate()
+  if (!valid) return
+  // 提交请求
+  formLoading.value = true
+  try {
+    const data = formData.value as unknown as ContractApi.ContractVO
+    if (formType.value === 'create') {
+      await ContractApi.createContract(data)
+      message.success(t('common.createSuccess'))
+    } else {
+      await ContractApi.updateContract(data)
+      message.success(t('common.updateSuccess'))
+    }
+    dialogVisible.value = false
+    // 发送操作成功的事件
+    emit('success')
+  } finally {
+    formLoading.value = false
+  }
+}
+
+/** 重置表单 */
+const resetForm = () => {
+  formData.value = {
+    id: undefined,
+    name: undefined,
+    customerId: undefined,
+    businessId: undefined,
+    processInstanceId: undefined,
+    orderDate: undefined,
+    ownerUserId: undefined,
+    no: undefined,
+    startTime: undefined,
+    endTime: undefined,
+    price: undefined,
+    discountPercent: undefined,
+    productPrice: undefined,
+    roUserIds: undefined,
+    rwUserIds: undefined,
+    contactId: undefined,
+    signUserId: undefined,
+    contactLastTime: undefined,
+    remark: undefined
+  }
+  formRef.value?.resetFields()
+}
+</script>

src/views/crm/contract/contract.data.ts

@@ -0,0 +1,227 @@
+import type { CrudSchema } from '@/hooks/web/useCrudSchemas'
+import { dateFormatter } from '@/utils/formatTime'
+
+// 表单校验
+export const rules = reactive({
+  name: [required]
+})
+
+// CrudSchema https://doc.iocoder.cn/vue3/crud-schema/
+const crudSchemas = reactive<CrudSchema[]>([
+  {
+    label: '合同编号',
+    field: 'id',
+    isForm: false
+  },
+  {
+    label: '合同名称',
+    field: 'name',
+    isSearch: true
+  },
+  {
+    label: '客户编号',
+    field: 'customerId',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '商机编号',
+    field: 'businessId',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '工作流编号',
+    field: 'processInstanceId',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '下单日期',
+    field: 'orderDate',
+    formatter: dateFormatter,
+    isSearch: true,
+    search: {
+      component: 'DatePicker',
+      componentProps: {
+        valueFormat: 'YYYY-MM-DD HH:mm:ss',
+        type: 'daterange',
+        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
+      }
+    },
+    form: {
+      component: 'DatePicker',
+      componentProps: {
+        type: 'datetime',
+        valueFormat: 'x'
+      }
+    }
+  },
+  {
+    label: '负责人的用户编号',
+    field: 'ownerUserId',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '创建时间',
+    field: 'createTime',
+    formatter: dateFormatter,
+    isSearch: true,
+    search: {
+      component: 'DatePicker',
+      componentProps: {
+        valueFormat: 'YYYY-MM-DD HH:mm:ss',
+        type: 'daterange',
+        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
+      }
+    },
+    isForm: false
+  },
+  {
+    label: '合同编号',
+    field: 'no',
+    isSearch: true
+  },
+  {
+    label: '开始时间',
+    field: 'startTime',
+    formatter: dateFormatter,
+    isSearch: true,
+    search: {
+      component: 'DatePicker',
+      componentProps: {
+        valueFormat: 'YYYY-MM-DD HH:mm:ss',
+        type: 'daterange',
+        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
+      }
+    },
+    form: {
+      component: 'DatePicker',
+      componentProps: {
+        type: 'datetime',
+        valueFormat: 'x'
+      }
+    }
+  },
+  {
+    label: '结束时间',
+    field: 'endTime',
+    formatter: dateFormatter,
+    isSearch: true,
+    search: {
+      component: 'DatePicker',
+      componentProps: {
+        valueFormat: 'YYYY-MM-DD HH:mm:ss',
+        type: 'daterange',
+        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
+      }
+    },
+    form: {
+      component: 'DatePicker',
+      componentProps: {
+        type: 'datetime',
+        valueFormat: 'x'
+      }
+    }
+  },
+  {
+    label: '合同金额',
+    field: 'price',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '整单折扣',
+    field: 'discountPercent',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '产品总金额',
+    field: 'productPrice',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '只读权限的用户编号数组',
+    field: 'roUserIds',
+    isSearch: true
+  },
+  {
+    label: '读写权限的用户编号数组',
+    field: 'rwUserIds',
+    isSearch: true
+  },
+  {
+    label: '联系人编号',
+    field: 'contactId',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '备注',
+    field: 'remark',
+    isSearch: true
+  },
+  {
+    label: '公司签约人',
+    field: 'signUserId',
+    isSearch: true,
+    form: {
+      component: 'InputNumber',
+      value: 0
+    }
+  },
+  {
+    label: '最后跟进时间',
+    field: 'contactLastTime',
+    formatter: dateFormatter,
+    isSearch: true,
+    search: {
+      component: 'DatePicker',
+      componentProps: {
+        valueFormat: 'YYYY-MM-DD HH:mm:ss',
+        type: 'daterange',
+        defaultTime: [new Date('1 00:00:00'), new Date('1 23:59:59')]
+      }
+    },
+    form: {
+      component: 'DatePicker',
+      componentProps: {
+        type: 'datetime',
+        valueFormat: 'x'
+      }
+    }
+  },
+  {
+    label: '操作',
+    field: 'action',
+    isForm: false
+  }
+])
+export const { allSchemas } = useCrudSchemas(crudSchemas)

src/views/crm/contract/index.vue

@@ -0,0 +1,253 @@
+<template>
+  <ContentWrap>
+    <!-- 搜索工作栏 -->
+    <el-form
+      class="-mb-15px"
+      :model="queryParams"
+      ref="queryFormRef"
+      :inline="true"
+      label-width="68px"
+    >
+      <el-form-item label="合同名称" prop="name">
+        <el-input
+          v-model="queryParams.name"
+          placeholder="请输入合同名称"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item label="客户编号" prop="customerId">
+        <el-input
+          v-model="queryParams.customerId"
+          placeholder="请输入客户编号"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item label="商机编号" prop="businessId">
+        <el-input
+          v-model="queryParams.businessId"
+          placeholder="请输入商机编号"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item label="下单日期" prop="orderDate">
+        <el-date-picker
+          v-model="queryParams.orderDate"
+          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"
+        />
+      </el-form-item>
+      <el-form-item label="合同编号" prop="no">
+        <el-input
+          v-model="queryParams.no"
+          placeholder="请输入合同编号"
+          clearable
+          @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="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
+        <el-button type="primary" @click="openForm('create')" v-hasPermi="['crm:contract:create']">
+          <Icon icon="ep:plus" class="mr-5px" /> 新增
+        </el-button>
+        <el-button
+          type="success"
+          plain
+          @click="handleExport"
+          :loading="exportLoading"
+          v-hasPermi="['crm:contract:export']"
+        >
+          <Icon icon="ep:download" class="mr-5px" /> 导出
+        </el-button>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+
+  <!-- 列表 -->
+  <ContentWrap>
+    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+      <el-table-column label="合同编号" align="center" prop="id" />
+      <el-table-column label="合同名称" align="center" prop="name" />
+      <el-table-column label="客户名称" align="center" prop="customerId" />
+      <el-table-column label="商机名称" align="center" prop="businessId" />
+      <el-table-column label="工作流名称" align="center" prop="processInstanceId" />
+      <el-table-column
+        label="下单时间"
+        align="center"
+        prop="orderDate"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column label="负责人" align="center" prop="ownerUserId" />
+      <el-table-column label="合同编号" align="center" prop="no" />
+      <el-table-column
+        label="开始时间"
+        align="center"
+        prop="startTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column
+        label="结束时间"
+        align="center"
+        prop="endTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column label="合同金额" align="center" prop="price" />
+      <el-table-column label="整单折扣" align="center" prop="discountPercent" />
+      <el-table-column label="产品总金额" align="center" prop="productPrice" />
+      <el-table-column label="联系人" align="center" prop="contactId" />
+      <el-table-column label="公司签约人" align="center" prop="signUserId" />
+      <el-table-column
+        label="最后跟进时间"
+        align="center"
+        prop="contactLastTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column
+        label="创建时间"
+        align="center"
+        prop="createTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column label="备注" align="center" prop="remark" />
+
+      <el-table-column label="操作" width="120px">
+        <template #default="scope">
+          <el-button
+            link
+            type="primary"
+            @click="openForm('update', scope.row.id)"
+            v-hasPermi="['crm:contract:update']"
+          >
+            编辑
+          </el-button>
+          <el-button
+            link
+            type="danger"
+            @click="handleDelete(scope.row.id)"
+            v-hasPermi="['crm:contract:delete']"
+          >
+            删除
+          </el-button>
+        </template>
+      </el-table-column>
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      :total="total"
+      v-model:page="queryParams.pageNo"
+      v-model:limit="queryParams.pageSize"
+      @pagination="getList"
+    />
+  </ContentWrap>
+
+  <!-- 表单弹窗：添加/修改 -->
+  <ContractForm ref="formRef" @success="getList" />
+</template>
+
+<script setup lang="ts">
+import { dateFormatter } from '@/utils/formatTime'
+import download from '@/utils/download'
+import * as ContractApi from '@/api/crm/contract'
+import ContractForm from './ContractForm.vue'
+
+defineOptions({ name: 'Contract' })
+
+const message = useMessage() // 消息弹窗
+const { t } = useI18n() // 国际化
+
+const loading = ref(true) // 列表的加载中
+const total = ref(0) // 列表的总页数
+const list = ref([]) // 列表的数据
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  name: null,
+  customerId: null,
+  businessId: null,
+  orderDate: [],
+  no: null,
+  discountPercent: null,
+  productPrice: null
+})
+const queryFormRef = ref() // 搜索的表单
+const exportLoading = ref(false) // 导出的加载中
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    const data = await ContractApi.getContractPage(queryParams)
+    list.value = data.list
+    total.value = data.total
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  queryParams.pageNo = 1
+  getList()
+}
+
+/** 重置按钮操作 */
+const resetQuery = () => {
+  queryFormRef.value.resetFields()
+  handleQuery()
+}
+
+/** 添加/修改操作 */
+const formRef = ref()
+const openForm = (type: string, id?: number) => {
+  formRef.value.open(type, id)
+}
+
+/** 删除按钮操作 */
+const handleDelete = async (id: number) => {
+  try {
+    // 删除的二次确认
+    await message.delConfirm()
+    // 发起删除
+    await ContractApi.deleteContract(id)
+    message.success(t('common.delSuccess'))
+    // 刷新列表
+    await getList()
+  } catch {}
+}
+
+/** 导出按钮操作 */
+const handleExport = async () => {
+  try {
+    // 导出的二次确认
+    await message.exportConfirm()
+    // 发起导出
+    exportLoading.value = true
+    const data = await ContractApi.exportContract(queryParams)
+    download.excel(data, '合同.xls')
+  } catch {
+  } finally {
+    exportLoading.value = false
+  }
+}
+
+/** 初始化 **/
+onMounted(() => {
+  getList()
+})
+</script>