优化线索、商机、项目相关开发
This commit is contained in:
@@ -0,0 +1 @@
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mysql: [Warning] Using a password on the command line interface can be insecure.
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Vendored
+1
-2
@@ -21,14 +21,12 @@ declare module 'vue' {
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ElButton: typeof import('element-plus/es')['ElButton']
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ElButtonGroup: typeof import('element-plus/es')['ElButtonGroup']
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ElCard: typeof import('element-plus/es')['ElCard']
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ElCascader: typeof import('element-plus/es')['ElCascader']
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ElCheckbox: typeof import('element-plus/es')['ElCheckbox']
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ElCheckboxGroup: typeof import('element-plus/es')['ElCheckboxGroup']
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ElCol: typeof import('element-plus/es')['ElCol']
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ElCollapse: typeof import('element-plus/es')['ElCollapse']
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ElCollapseItem: typeof import('element-plus/es')['ElCollapseItem']
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ElCollapseTransition: typeof import('element-plus/es')['ElCollapseTransition']
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ElColorPicker: typeof import('element-plus/es')['ElColorPicker']
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ElConfigProvider: typeof import('element-plus/es')['ElConfigProvider']
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ElContainer: typeof import('element-plus/es')['ElContainer']
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ElDatePicker: typeof import('element-plus/es')['ElDatePicker']
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@@ -46,6 +44,7 @@ declare module 'vue' {
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ElHeader: typeof import('element-plus/es')['ElHeader']
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ElIcon: typeof import('element-plus/es')['ElIcon']
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ElImage: typeof import('element-plus/es')['ElImage']
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ElImageViewer: typeof import('element-plus/es')['ElImageViewer']
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ElInput: typeof import('element-plus/es')['ElInput']
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ElInputNumber: typeof import('element-plus/es')['ElInputNumber']
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ElLink: typeof import('element-plus/es')['ElLink']
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@@ -82,6 +82,42 @@ export function deleteProject(id) {
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return request({ url: `/backend/crm/project/${id}`, method: "delete" });
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}
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/* --------------------------- 项目文档（OA 文档库） --------------------------- */
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/**
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* 项目文档列表：对应文档库「共享文档 / 项目文档 / {项目名称}」文件夹（含子文件夹）。
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* 存量项目在首次调用时自动补建文件夹。
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*/
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export function getProjectDocs(id, params) {
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return request({ url: `/backend/crm/project/${id}/docs`, method: "get", params });
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}
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/**
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* 上传项目文档：文件先经 POST /backend/uploadfile 上传，
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* 再调用本接口写入文档库项目文件夹并同步登记 CRM 附件。
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*/
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export function uploadProjectDoc(id, data) {
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return request({ url: `/backend/crm/project/${id}/doc-upload`, method: "post", data });
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}
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/** 删除项目文档：同步软删文档库文档与对应 CRM 附件记录 */
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export function deleteProjectDoc(id, data) {
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return request({ url: `/backend/crm/project/${id}/doc-delete`, method: "post", data });
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}
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/**
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* 新建项目文档文件夹（对应文档库中项目文件夹下的子分类），用于分类存放文档。
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* data: { name, parent_id }，parent_id 缺省时建在项目根文件夹下。
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*/
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export function createProjectDocFolder(id, data) {
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return request({ url: `/backend/crm/project/${id}/doc-folder`, method: "post", data });
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}
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/** 删除项目文档文件夹（需为空：无子文件夹、无文档；项目根文件夹不可删除） */
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export function deleteProjectDocFolder(id, data) {
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return request({ url: `/backend/crm/project/${id}/doc-folder-delete`, method: "post", data });
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}
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/* --------------------------------- 回访 --------------------------------- */
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export function getFollowList(params) {
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@@ -0,0 +1,170 @@
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<template>
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<el-drawer
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:model-value="visible"
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:title="business?.business_name || '商机详情'"
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direction="rtl"
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size="900px"
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@update:model-value="handleClose"
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@opened="loadAll"
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>
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<div v-if="business" class="biz-detail">
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<el-tabs v-model="activeTab" tab-position="left" class="detail-tabs">
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<!-- 基本信息 -->
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<el-tab-pane label="基本信息" name="basic">
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<DetailBasic :business="business" />
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</el-tab-pane>
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<!-- 联系人 -->
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<el-tab-pane :label="`联系人 (${counts.contact})`" name="contact">
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<DetailContact
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ref="contactRef"
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:related-id="business.id"
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:related-type="RELATED_TYPE"
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:include-source="true"
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tip="按阶段累积展示（线索 + 商机），转为项目后会同步到正式客户通讯录"
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@count="counts.contact = $event"
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/>
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</el-tab-pane>
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<!-- 跟进记录 -->
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<el-tab-pane :label="`跟进记录 (${counts.follow})`" name="follow">
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<DetailFollow
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ref="followRef"
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:related-id="business.id"
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:related-type="RELATED_TYPE"
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:related-name="business.business_name || ''"
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:include-source="true"
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@count="counts.follow = $event"
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@saved="emit('refresh')"
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/>
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</el-tab-pane>
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<!-- 附件 -->
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<el-tab-pane :label="`附件 (${counts.attach})`" name="attach">
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<DetailAttach
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ref="attachRef"
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:related-id="business.id"
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:related-type="RELATED_TYPE"
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:include-source="true"
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tip="用于存放商机相关资料，如方案、报价单、合同草稿等"
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@count="counts.attach = $event"
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/>
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</el-tab-pane>
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<!-- 操作日志 -->
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<el-tab-pane label="操作日志" name="log">
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<DetailLog ref="logRef" :related-id="business.id" :related-type="RELATED_TYPE" />
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</el-tab-pane>
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</el-tabs>
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</div>
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</el-drawer>
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</template>
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<script setup>
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import { ref, reactive, watch } from "vue";
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import DetailBasic from "./detail_basic.vue";
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import DetailContact from "./detail_contact.vue";
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import DetailFollow from "./detail_follow.vue";
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import DetailAttach from "./detail_attach.vue";
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import DetailLog from "./detail_log.vue";
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const props = defineProps({
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visible: { type: Boolean, default: false },
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business: { type: Object, default: null },
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});
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const emit = defineEmits(["update:visible", "refresh"]);
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// 关联类型：2=商机
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const RELATED_TYPE = 2;
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const activeTab = ref("basic");
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const counts = reactive({ contact: 0, follow: 0, attach: 0 });
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const contactRef = ref();
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const followRef = ref();
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const attachRef = ref();
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const logRef = ref();
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watch(
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() => props.visible,
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(val) => {
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if (val) {
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activeTab.value = "basic";
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counts.contact = 0;
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counts.follow = 0;
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counts.attach = 0;
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}
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}
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);
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function handleClose() {
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emit("update:visible", false);
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}
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/** 抽屉打开后刷新各 Tab 数据 */
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function loadAll() {
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if (!props.business?.id) return;
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contactRef.value?.reload();
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followRef.value?.reload();
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attachRef.value?.reload();
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logRef.value?.reload();
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}
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defineExpose({ loadAll });
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</script>
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<style lang="less" scoped>
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:deep(.el-drawer__body) {
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overflow-x: hidden;
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}
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.biz-detail {
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.detail-tabs {
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// 横向 flex：导航固定宽 + 内容区占满剩余宽度
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display: flex;
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width: 100%;
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min-width: 0;
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// 关键：内容区占满「容器剩余宽度」并允许收缩，内部表格才能随容器自适应
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:deep(.el-tabs__content) {
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flex: 1;
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min-width: 0;
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overflow: hidden;
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padding-left: 4px;
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}
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:deep(.el-tabs__header) {
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margin-right: 12px;
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flex-shrink: 0;
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}
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:deep(.el-tabs__item) {
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justify-content: flex-start;
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text-align: left;
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padding: 0 12px;
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min-width: 96px;
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font-size: 13px;
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}
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:deep(.el-tab-pane) {
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width: 100%;
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min-width: 0;
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}
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:deep(.el-table) {
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width: 100%;
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// 操作列：链接按钮去掉自带内边距、缩小间距，避免「编辑/删除」被挤成两行
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.el-button.is-link {
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padding: 0;
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height: auto;
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min-height: auto;
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}
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.el-button + .el-button {
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margin-left: 6px;
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}
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}
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}
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}
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</style>
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@@ -0,0 +1,156 @@
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<template>
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<div class="detail-attach">
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<div class="tab-toolbar">
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<el-upload :show-file-list="false" :http-request="handleUpload" :disabled="uploading">
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<el-button type="primary" size="small" :icon="Upload" :loading="uploading">上传附件</el-button>
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</el-upload>
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<span v-if="tip" class="tip">{{ tip }}</span>
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</div>
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<el-table :data="list" v-loading="loading" stripe border size="small">
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<el-table-column label="文件名" min-width="170" show-overflow-tooltip>
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<template #default="{ row }">
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<a :href="row.file_url" target="_blank" class="file-link">{{ row.file_name || "-" }}</a>
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</template>
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</el-table-column>
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<el-table-column v-if="showStage" label="阶段" min-width="62" align="center">
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<template #default="{ row }">
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<el-tag size="small" effect="plain" :type="pipelineStageTag(row.related_type)">
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{{ pipelineStageText(row.related_type) }}
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</el-tag>
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</template>
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</el-table-column>
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<el-table-column label="大小" min-width="78" align="right">
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<template #default="{ row }">{{ formatFileSize(row.file_size) }}</template>
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</el-table-column>
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<el-table-column prop="uploader_name" label="上传人" min-width="78" show-overflow-tooltip />
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<el-table-column label="上传时间" min-width="140">
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<template #default="{ row }">{{ formatDateTime(row.create_time) }}</template>
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</el-table-column>
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<el-table-column label="操作" width="76" align="center">
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<template #default="{ row }">
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<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
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</template>
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</el-table-column>
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<template #empty><el-empty description="暂无附件" :image-size="60" /></template>
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</el-table>
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</div>
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</template>
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<script setup>
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import { ref } from "vue";
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import { ElMessage, ElMessageBox } from "element-plus";
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import { Upload } from "@element-plus/icons-vue";
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import { getAttachList, addAttach, deleteAttach } from "@/api/crmPipeline";
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import { uploadFile } from "@/api/file";
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import { formatDateTime, pipelineStageText, pipelineStageTag } from "../../dict";
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const props = defineProps({
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// 关联对象ID
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relatedId: { type: [Number, String], default: null },
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// 关联类型：1=线索 2=商机 3=项目
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relatedType: { type: Number, default: 2 },
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// 工具栏提示文案
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tip: { type: String, default: "" },
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// 是否累积展示上游链路的附件（线索 + 商机）
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includeSource: { type: Boolean, default: false },
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// 是否展示「阶段」列
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showStage: { type: Boolean, default: false },
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});
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const emit = defineEmits(["count"]);
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const loading = ref(false);
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const uploading = ref(false);
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const list = ref([]);
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/** 供父组件（detail.vue）在抽屉打开时调用 */
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async function reload() {
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if (!props.relatedId) {
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list.value = [];
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emit("count", 0);
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return;
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}
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loading.value = true;
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try {
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const params = {
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related_type: props.relatedType,
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related_id: props.relatedId,
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};
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if (props.includeSource) params.include_source = 1;
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const res = await getAttachList(params);
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list.value = res?.data?.list || [];
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} catch (e) {
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list.value = [];
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} finally {
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loading.value = false;
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}
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emit("count", list.value.length);
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}
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async function handleUpload(options) {
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const file = options.file;
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uploading.value = true;
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try {
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const fd = new FormData();
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fd.append("file", file);
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const res = await uploadFile(fd);
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const data = res?.data || {};
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await addAttach({
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related_type: props.relatedType,
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related_id: props.relatedId,
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file_id: data.id || 0,
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file_name: data.name || file.name,
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file_url: data.url || "",
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file_size: file.size || 0,
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});
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ElMessage.success("上传成功");
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reload();
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} catch (e) {
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ElMessage.error(e.message || "上传失败");
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} finally {
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uploading.value = false;
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}
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}
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async function handleDelete(row) {
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try {
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await ElMessageBox.confirm(`确定删除附件「${row.file_name}」吗？`, "删除确认", { type: "warning" });
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await deleteAttach({ id: row.id });
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ElMessage.success("删除成功");
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reload();
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} catch (e) {
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if (e !== "cancel") ElMessage.error(e.message || "删除失败");
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}
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}
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function formatFileSize(size) {
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const n = Number(size) || 0;
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if (n < 1024) return `${n} B`;
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if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
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return `${(n / 1024 / 1024).toFixed(2)} MB`;
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}
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defineExpose({ reload });
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</script>
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<style lang="less" scoped>
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.tab-toolbar {
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display: flex;
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align-items: center;
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gap: 12px;
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margin-bottom: 12px;
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.tip {
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font-size: 12px;
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color: var(--el-text-color-secondary);
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}
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}
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.file-link {
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color: var(--el-color-primary);
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text-decoration: none;
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&:hover {
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text-decoration: underline;
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}
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}
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</style>
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@@ -0,0 +1,60 @@
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<template>
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<el-descriptions v-if="business" :column="2" border size="small">
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<el-descriptions-item label="商机名称" :span="2">{{ business.business_name }}</el-descriptions-item>
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<el-descriptions-item label="客户名称">{{ business.customer_name || "-" }}</el-descriptions-item>
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<el-descriptions-item label="客户来源">{{ clueSourceText(business.source) }}</el-descriptions-item>
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<el-descriptions-item label="商机阶段">
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<el-tag :type="businessStageTag(business.stage)" size="small">
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{{ businessStageText(business.stage) }}
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</el-tag>
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</el-descriptions-item>
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<el-descriptions-item label="商机级别">
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<el-tag :type="pipelineLevelTag(business.level)" size="small" effect="plain">
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{{ pipelineLevelText(business.level) }}
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</el-tag>
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</el-descriptions-item>
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<el-descriptions-item label="预计金额">{{ formatMoney(business.amount) }}</el-descriptions-item>
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<el-descriptions-item label="预计成交日期">{{ formatDateOnly(business.expect_deal_date) }}</el-descriptions-item>
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<el-descriptions-item label="负责人">{{ business.owner_user_name || "-" }}</el-descriptions-item>
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<el-descriptions-item label="客户行业">{{ business.industry || "-" }}</el-descriptions-item>
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<el-descriptions-item label="下次联系时间">{{ formatDateTime(business.next_contact_time) }}</el-descriptions-item>
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<el-descriptions-item label="来源线索">
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{{ business.clue_name || (business.clue_id ? `#${business.clue_id}` : "-") }}
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</el-descriptions-item>
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<el-descriptions-item label="对接人">{{ business.contact_person || "-" }}</el-descriptions-item>
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<el-descriptions-item label="对接人职位">{{ business.contact_position || "-" }}</el-descriptions-item>
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<el-descriptions-item label="对接人手机">{{ business.contact_phone || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人微信">{{ business.contact_wechat || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人QQ">{{ business.contact_qq || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户地址" :span="2">{{ business.address || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="状态">
|
||||
<el-tag :type="businessStatusTag(business.status)" size="small">
|
||||
{{ businessStatusText(business.status) }}
|
||||
</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="转化时间">{{ formatDateTime(business.convert_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="创建时间">{{ formatDateTime(business.create_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="更新时间">{{ formatDateTime(business.update_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="备注" :span="2">{{ business.remark || "-" }}</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import {
|
||||
clueSourceText,
|
||||
pipelineLevelText,
|
||||
pipelineLevelTag,
|
||||
businessStageText,
|
||||
businessStageTag,
|
||||
businessStatusText,
|
||||
businessStatusTag,
|
||||
formatDateTime,
|
||||
formatMoney,
|
||||
formatDateOnly,
|
||||
} from "../../dict";
|
||||
|
||||
defineProps({
|
||||
// 商机详情对象
|
||||
business: { type: Object, default: null },
|
||||
});
|
||||
</script>
|
||||
@@ -0,0 +1,176 @@
|
||||
<template>
|
||||
<div class="detail-contact">
|
||||
<div class="tab-toolbar">
|
||||
<el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增联系人</el-button>
|
||||
<span v-if="tip" class="tip">{{ tip }}</span>
|
||||
</div>
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="姓名" min-width="105">
|
||||
<template #default="{ row }">
|
||||
{{ row.contact_name }}
|
||||
<el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">主</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="position" label="职位" min-width="85" show-overflow-tooltip />
|
||||
<el-table-column prop="mobile" label="手机号" min-width="110" />
|
||||
<el-table-column prop="wechat" label="微信" min-width="95" show-overflow-tooltip />
|
||||
<el-table-column prop="qq" label="QQ" min-width="85" />
|
||||
<el-table-column prop="remark" label="备注" min-width="95" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="96" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无联系人" :image-size="60" /></template>
|
||||
</el-table>
|
||||
|
||||
<!-- 联系人编辑 -->
|
||||
<el-dialog v-model="dialog" :title="form.id ? '编辑联系人' : '新增联系人'" width="520px" append-to-body>
|
||||
<el-form :model="form" label-width="90px">
|
||||
<el-form-item label="姓名" required>
|
||||
<el-input v-model="form.contact_name" placeholder="请输入姓名" />
|
||||
</el-form-item>
|
||||
<el-form-item label="职位"><el-input v-model="form.position" /></el-form-item>
|
||||
<el-form-item label="手机号"><el-input v-model="form.mobile" /></el-form-item>
|
||||
<el-form-item label="微信"><el-input v-model="form.wechat" /></el-form-item>
|
||||
<el-form-item label="QQ"><el-input v-model="form.qq" /></el-form-item>
|
||||
<el-form-item label="邮箱"><el-input v-model="form.email" /></el-form-item>
|
||||
<el-form-item label="主联系人">
|
||||
<el-switch v-model="form.is_primary" :active-value="1" :inactive-value="0" />
|
||||
</el-form-item>
|
||||
<el-form-item label="备注"><el-input v-model="form.remark" type="textarea" :rows="2" /></el-form-item>
|
||||
</el-form>
|
||||
<template #footer>
|
||||
<el-button @click="dialog = false">取消</el-button>
|
||||
<el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Plus } from "@element-plus/icons-vue";
|
||||
import {
|
||||
getEntityContactList,
|
||||
addEntityContact,
|
||||
updateEntityContact,
|
||||
deleteEntityContact,
|
||||
} from "@/api/crmPipeline";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID（商机ID）
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 2 },
|
||||
// 工具栏提示文案
|
||||
tip: { type: String, default: "" },
|
||||
// 是否累积展示上游链路的联系人（线索 + 商机）
|
||||
includeSource: { type: Boolean, default: false },
|
||||
});
|
||||
const emit = defineEmits(["count"]);
|
||||
|
||||
const loading = ref(false);
|
||||
const saving = ref(false);
|
||||
const list = ref([]);
|
||||
const dialog = ref(false);
|
||||
|
||||
const defaultForm = () => ({
|
||||
id: null,
|
||||
contact_name: "",
|
||||
position: "",
|
||||
mobile: "",
|
||||
wechat: "",
|
||||
qq: "",
|
||||
email: "",
|
||||
is_primary: 0,
|
||||
remark: "",
|
||||
});
|
||||
const form = reactive(defaultForm());
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const params = {
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
};
|
||||
if (props.includeSource) params.include_source = 1;
|
||||
const res = await getEntityContactList(params);
|
||||
list.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
function openEdit(row) {
|
||||
Object.assign(form, defaultForm());
|
||||
if (row) Object.assign(form, row);
|
||||
dialog.value = true;
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
if (!form.contact_name) {
|
||||
ElMessage.warning("请输入联系人姓名");
|
||||
return;
|
||||
}
|
||||
saving.value = true;
|
||||
try {
|
||||
const payload = {
|
||||
...form,
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
};
|
||||
if (form.id) {
|
||||
await updateEntityContact(payload);
|
||||
} else {
|
||||
await addEntityContact(payload);
|
||||
}
|
||||
ElMessage.success("保存成功");
|
||||
dialog.value = false;
|
||||
reload();
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "保存失败");
|
||||
} finally {
|
||||
saving.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(`确定删除联系人「${row.contact_name}」吗？`, "删除确认", { type: "warning" });
|
||||
await deleteEntityContact({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
|
||||
.tip {
|
||||
font-size: 12px;
|
||||
color: var(--el-text-color-secondary);
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,315 @@
|
||||
<template>
|
||||
<div class="detail-follow">
|
||||
<div class="tab-toolbar">
|
||||
<el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增回访</el-button>
|
||||
</div>
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="回访时间" min-width="132">
|
||||
<template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="阶段" min-width="58" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag size="small" effect="plain" :type="pipelineStageTag(row.stage || row.related_type)">
|
||||
{{ pipelineStageText(row.stage || row.related_type) }}
|
||||
</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="方式" min-width="58" align="center">
|
||||
<template #default="{ row }">{{ followTypeText(row.follow_type) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="回访内容" min-width="150">
|
||||
<template #default="{ row }">
|
||||
<div class="follow-content" v-html="row._textHtml"></div>
|
||||
<div v-if="row._images && row._images.length" class="follow-images">
|
||||
<div
|
||||
v-for="(url, idx) in row._images"
|
||||
:key="idx"
|
||||
class="follow-image"
|
||||
@click="openPreview(row._images, idx)"
|
||||
>
|
||||
<img :src="url" alt="" />
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="下次联系" min-width="132">
|
||||
<template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="owner_user_name" label="回访人" min-width="70" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="96" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无跟进记录" :image-size="60" /></template>
|
||||
</el-table>
|
||||
|
||||
<!-- 回访编辑 -->
|
||||
<el-dialog v-model="dialog" :title="form.id ? '编辑回访' : '新增回访'" width="520px" append-to-body>
|
||||
<el-form :model="form" label-width="90px">
|
||||
<el-form-item label="回访阶段">
|
||||
<el-select v-model="form.stage" style="width: 100%">
|
||||
<el-option
|
||||
v-for="i in PIPELINE_RELATED_TYPE_OPTIONS"
|
||||
:key="i.value"
|
||||
:label="i.label"
|
||||
:value="i.value"
|
||||
/>
|
||||
</el-select>
|
||||
<div style="font-size: 12px; color: var(--el-text-color-secondary); line-height: 1.4; margin-top: 2px">
|
||||
按该次沟通实际发生的阶段记录，默认当前阶段
|
||||
</div>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访方式">
|
||||
<el-select v-model="form.follow_type" style="width: 100%">
|
||||
<el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访时间">
|
||||
<el-date-picker
|
||||
v-model="form.follow_time"
|
||||
type="datetime"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访内容" required>
|
||||
<RichContentEditor
|
||||
v-model="form.content"
|
||||
:min-height="120"
|
||||
placeholder="请输入回访内容，可粘贴或上传图片"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="下次联系">
|
||||
<el-date-picker
|
||||
v-model="form.next_contact_time"
|
||||
type="datetime"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
<template #footer>
|
||||
<el-button @click="dialog = false">取消</el-button>
|
||||
<el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
|
||||
<!-- 跟进记录图片放大预览 -->
|
||||
<el-image-viewer
|
||||
v-if="previewVisible"
|
||||
:url-list="previewUrls"
|
||||
:initial-index="previewIndex"
|
||||
:z-index="5000"
|
||||
@close="previewVisible = false"
|
||||
/>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive } from "vue";
|
||||
import { ElMessage, ElMessageBox, ElImageViewer } from "element-plus";
|
||||
import { Plus } from "@element-plus/icons-vue";
|
||||
import { getFollowList, addFollow, updateFollow, deleteFollow } from "@/api/crmPipeline";
|
||||
import RichContentEditor from "../../components/RichContentEditor.vue";
|
||||
import {
|
||||
followTypeText,
|
||||
FOLLOW_TYPE_OPTIONS,
|
||||
PIPELINE_RELATED_TYPE_OPTIONS,
|
||||
pipelineStageText,
|
||||
pipelineStageTag,
|
||||
formatDateTime,
|
||||
} from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 2 },
|
||||
// 关联对象名称（新增回访时冗余记录）
|
||||
relatedName: { type: String, default: "" },
|
||||
// 是否累积展示上游链路的回访记录
|
||||
includeSource: { type: Boolean, default: false },
|
||||
});
|
||||
const emit = defineEmits(["count", "saved"]);
|
||||
|
||||
const loading = ref(false);
|
||||
const saving = ref(false);
|
||||
const list = ref([]);
|
||||
const dialog = ref(false);
|
||||
|
||||
// 图片预览
|
||||
const previewVisible = ref(false);
|
||||
const previewUrls = ref([]);
|
||||
const previewIndex = ref(0);
|
||||
|
||||
/** 拆分富文本：文本 HTML + 图片地址数组（图片单独用统一小方块展示） */
|
||||
function splitFollowContent(html) {
|
||||
const urls = [];
|
||||
const textHtml = String(html || "").replace(/<img[^>]*src=["']([^"']+)["'][^>]*>/gi, (m, src) => {
|
||||
if (src) urls.push(src);
|
||||
return "";
|
||||
});
|
||||
return { textHtml, urls };
|
||||
}
|
||||
|
||||
/** 点击图片方块 → 放大预览（支持同一条记录内多图切换） */
|
||||
function openPreview(urls, index) {
|
||||
if (!urls || !urls.length) return;
|
||||
previewUrls.value = urls;
|
||||
previewIndex.value = index < 0 ? 0 : index;
|
||||
previewVisible.value = true;
|
||||
}
|
||||
|
||||
const defaultForm = () => ({
|
||||
id: null,
|
||||
// 所属阶段：1线索/2商机/3项目，默认取当前详情页所在阶段
|
||||
stage: null,
|
||||
follow_type: "1",
|
||||
follow_time: "",
|
||||
content: "",
|
||||
next_contact_time: "",
|
||||
});
|
||||
const form = reactive(defaultForm());
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const params = {
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
pageSize: 100,
|
||||
};
|
||||
if (props.includeSource) params.include_source = 1;
|
||||
const res = await getFollowList(params);
|
||||
const rows = res?.data?.list || [];
|
||||
list.value = rows.map((row) => {
|
||||
const { textHtml, urls } = splitFollowContent(row.content);
|
||||
return { ...row, _textHtml: textHtml, _images: urls };
|
||||
});
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
function openEdit(row) {
|
||||
Object.assign(form, defaultForm());
|
||||
if (row) {
|
||||
Object.assign(form, row);
|
||||
// 编辑：默认保留记录原本的阶段，可手动修正
|
||||
form.stage = row.stage || row.related_type || props.relatedType;
|
||||
} else {
|
||||
// 新增：默认取当前详情页所在阶段（线索/商机/项目）
|
||||
form.stage = props.relatedType;
|
||||
}
|
||||
dialog.value = true;
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
const plainText = String(form.content || "")
|
||||
.replace(/<[^>]*>/g, "")
|
||||
.replace(/ /g, " ")
|
||||
.trim();
|
||||
if (!plainText && !/<img/i.test(form.content || "")) {
|
||||
ElMessage.warning("请输入回访内容");
|
||||
return;
|
||||
}
|
||||
saving.value = true;
|
||||
try {
|
||||
if (form.id) {
|
||||
// 编辑：同步提交修正后的阶段（后端仅在传入合法阶段时更新）
|
||||
await updateFollow({ ...form, stage: form.stage || undefined });
|
||||
} else {
|
||||
await addFollow({
|
||||
...form,
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
related_name: props.relatedName,
|
||||
stage: form.stage || props.relatedType,
|
||||
});
|
||||
}
|
||||
ElMessage.success("保存成功");
|
||||
dialog.value = false;
|
||||
reload();
|
||||
emit("saved");
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "保存失败");
|
||||
} finally {
|
||||
saving.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
|
||||
await deleteFollow({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
.follow-content {
|
||||
word-break: break-word;
|
||||
|
||||
:deep(img) {
|
||||
width: 60px;
|
||||
height: 60px;
|
||||
object-fit: cover;
|
||||
border-radius: 4px;
|
||||
cursor: zoom-in;
|
||||
vertical-align: middle;
|
||||
margin: 2px 6px 2px 0;
|
||||
}
|
||||
}
|
||||
|
||||
.follow-images {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 6px;
|
||||
margin-top: 4px;
|
||||
|
||||
.follow-image {
|
||||
width: 60px;
|
||||
height: 60px;
|
||||
border-radius: 4px;
|
||||
overflow: hidden;
|
||||
cursor: zoom-in;
|
||||
border: 1px solid var(--el-border-color-lighter);
|
||||
background: var(--el-fill-color-light);
|
||||
|
||||
img {
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
object-fit: cover;
|
||||
display: block;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
border-color: var(--el-color-primary);
|
||||
}
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,63 @@
|
||||
<template>
|
||||
<el-timeline v-loading="loading">
|
||||
<el-timeline-item
|
||||
v-for="log in list"
|
||||
:key="log.id"
|
||||
:timestamp="formatDateTime(log.create_time)"
|
||||
placement="top"
|
||||
>
|
||||
<div class="log-item">
|
||||
<span class="log-user">{{ log.operator_name || "系统" }}</span>
|
||||
<span>{{ log.content || log.action }}</span>
|
||||
</div>
|
||||
</el-timeline-item>
|
||||
<el-empty v-if="!list.length && !loading" description="暂无操作日志" :image-size="60" />
|
||||
</el-timeline>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref } from "vue";
|
||||
import { getCrmOperateLogs } from "@/api/crmPipeline";
|
||||
import { formatDateTime } from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 2 },
|
||||
});
|
||||
|
||||
const loading = ref(false);
|
||||
const list = ref([]);
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const res = await getCrmOperateLogs({
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
});
|
||||
list.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.log-item {
|
||||
.log-user {
|
||||
font-weight: 600;
|
||||
margin-right: 8px;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -3,7 +3,7 @@
|
||||
<div class="page-header">
|
||||
<div>
|
||||
<h2>商机管理</h2>
|
||||
<p>推进商机阶段，达成后可转化为项目；转化后商机将锁定不可编辑</p>
|
||||
<p>推进商机阶段，达成后可转化为项目</p>
|
||||
</div>
|
||||
<div class="header-actions">
|
||||
<el-button :icon="Refresh" @click="fetchList">刷新</el-button>
|
||||
@@ -47,6 +47,11 @@
|
||||
|
||||
<div class="table-container" v-loading="loading">
|
||||
<el-table :data="tableData" stripe border row-key="id">
|
||||
<el-table-column label="状态" width="110" align="center" fixed>
|
||||
<template #default="{ row }">
|
||||
<el-tag :type="businessStatusTag(row.status)" size="small">{{ businessStatusText(row.status) }}</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="商机名称" min-width="170" show-overflow-tooltip fixed>
|
||||
<template #default="{ row }">
|
||||
<span class="name-link" @click="openDetail(row)">{{ row.business_name }}</span>
|
||||
@@ -77,11 +82,6 @@
|
||||
<el-table-column label="下次联系时间" width="160" align="center">
|
||||
<template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="状态" width="110" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag :type="businessStatusTag(row.status)" size="small">{{ businessStatusText(row.status) }}</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="操作" width="220" align="center" fixed="right">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" :disabled="row.locked === 1" @click="openEdit(row)">
|
||||
@@ -96,7 +96,15 @@
|
||||
>
|
||||
转项目
|
||||
</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
<el-button
|
||||
link
|
||||
type="danger"
|
||||
size="small"
|
||||
:disabled="row.locked === 1 || row.status === 2"
|
||||
@click="handleDelete(row)"
|
||||
>
|
||||
删除
|
||||
</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无商机" :image-size="80" /></template>
|
||||
@@ -118,32 +126,11 @@
|
||||
<BusinessEdit v-model:visible="editVisible" :edit-data="currentRow" @success="fetchList" />
|
||||
<BusinessConvert v-model:visible="convertVisible" :business="currentRow" @success="handleConvertSuccess" />
|
||||
|
||||
<el-dialog v-model="detailVisible" :title="currentRow?.business_name || '商机详情'" width="720px">
|
||||
<el-descriptions v-if="currentRow" :column="2" border size="small">
|
||||
<el-descriptions-item label="商机名称" :span="2">{{ currentRow.business_name }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户名称">{{ currentRow.customer_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户来源">{{ clueSourceText(currentRow.source) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="商机阶段">
|
||||
<el-tag :type="businessStageTag(currentRow.stage)" size="small">{{ businessStageText(currentRow.stage) }}</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="级别">
|
||||
<el-tag :type="pipelineLevelTag(currentRow.level)" size="small">{{ pipelineLevelText(currentRow.level) }}</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="预计金额">{{ formatMoney(currentRow.amount) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="预计成交日期">{{ formatDateOnly(currentRow.expect_deal_date) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="负责人">{{ currentRow.owner_user_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="下次联系时间">{{ formatDateTime(currentRow.next_contact_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人">{{ currentRow.contact_person || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人职位">{{ currentRow.contact_position || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人手机">{{ currentRow.contact_phone || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户地址" :span="2">{{ currentRow.address || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="状态">
|
||||
<el-tag :type="businessStatusTag(currentRow.status)" size="small">{{ businessStatusText(currentRow.status) }}</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="转化时间">{{ formatDateTime(currentRow.convert_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="备注" :span="2">{{ currentRow.remark || "-" }}</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
</el-dialog>
|
||||
<BusinessDetail
|
||||
v-model:visible="detailVisible"
|
||||
:business="currentRow"
|
||||
@refresh="fetchList"
|
||||
/>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
@@ -154,6 +141,7 @@ import { Plus, Search, Refresh } from "@element-plus/icons-vue";
|
||||
import { getBusinessList, deleteBusiness } from "@/api/crmPipeline";
|
||||
import BusinessEdit from "./components/edit.vue";
|
||||
import BusinessConvert from "./components/convert.vue";
|
||||
import BusinessDetail from "./components/detail.vue";
|
||||
import {
|
||||
BUSINESS_STAGE_OPTIONS,
|
||||
BUSINESS_STATUS_OPTIONS,
|
||||
@@ -164,7 +152,6 @@ import {
|
||||
businessStatusTag,
|
||||
pipelineLevelText,
|
||||
pipelineLevelTag,
|
||||
clueSourceText,
|
||||
formatMoney,
|
||||
formatDateOnly,
|
||||
formatDateTime,
|
||||
|
||||
@@ -10,7 +10,7 @@
|
||||
type="warning"
|
||||
:closable="false"
|
||||
show-icon
|
||||
title="转化后线索将被锁定，不能再编辑，后续操作请在商机中进行。"
|
||||
title="转化后线索将被锁定；联系人 / 跟进记录 / 附件会按阶段在商机中累积展示，后续操作请在商机中进行。"
|
||||
style="margin-bottom: 16px"
|
||||
/>
|
||||
<el-form ref="formRef" :model="form" :rules="rules" label-width="110px">
|
||||
|
||||
@@ -8,241 +8,69 @@
|
||||
@opened="loadAll"
|
||||
>
|
||||
<div v-if="clue" class="clue-detail">
|
||||
<el-tabs v-model="activeTab">
|
||||
<el-alert
|
||||
v-if="Number(clue.locked) === 1 || Number(clue.status) === 2"
|
||||
type="info"
|
||||
:closable="false"
|
||||
show-icon
|
||||
title="该线索已转化为商机并锁定，后续请在商机管理中操作；商机详情会按阶段展示线索 + 商机的联系人、跟进记录与附件"
|
||||
style="margin-bottom: 12px"
|
||||
/>
|
||||
<el-tabs v-model="activeTab" tab-position="left" class="detail-tabs">
|
||||
<!-- 基本信息 -->
|
||||
<el-tab-pane label="基本信息" name="basic">
|
||||
<el-descriptions :column="2" border size="small">
|
||||
<el-descriptions-item label="线索名称" :span="2">{{ clue.clue_name }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户名称">{{ clue.customer_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户来源">{{ clueSourceText(clue.source) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户级别">
|
||||
<el-tag :type="pipelineLevelTag(clue.clue_level)" size="small">
|
||||
{{ pipelineLevelText(clue.clue_level) }}
|
||||
</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="负责人">{{ clue.owner_user_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户行业">{{ clue.industry || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="下次联系时间">{{ formatDateTime(clue.next_contact_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户对接人">{{ clue.contact_person || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人职位">{{ clue.contact_position || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人手机">{{ clue.contact_phone || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人微信">{{ clue.contact_wechat || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人QQ">{{ clue.contact_qq || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="公司地址" :span="2">{{ clue.address || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="状态">
|
||||
<el-tag :type="clueStatusTag(clue.status)" size="small">{{ clueStatusText(clue.status) }}</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="转化时间">{{ formatDateTime(clue.convert_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="备注" :span="2">{{ clue.remark || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="创建时间">{{ formatDateTime(clue.create_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="更新时间">{{ formatDateTime(clue.update_time) }}</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
<DetailBasic :clue="clue" />
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 联系人 -->
|
||||
<el-tab-pane :label="`联系人 (${contacts.length})`" name="contact">
|
||||
<div class="tab-toolbar">
|
||||
<el-button type="primary" size="small" :icon="Plus" @click="openContactEdit(null)">新增联系人</el-button>
|
||||
</div>
|
||||
<el-table :data="contacts" v-loading="loading.contact" stripe border size="small">
|
||||
<el-table-column label="姓名" width="140">
|
||||
<template #default="{ row }">
|
||||
{{ row.contact_name }}
|
||||
<el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">主</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="position" label="职位" width="120" show-overflow-tooltip />
|
||||
<el-table-column prop="mobile" label="手机号" width="130" />
|
||||
<el-table-column prop="wechat" label="微信" width="120" show-overflow-tooltip />
|
||||
<el-table-column prop="qq" label="QQ" width="110" />
|
||||
<el-table-column prop="remark" label="备注" min-width="120" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="120" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="openContactEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleContactDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无联系人" :image-size="60" /></template>
|
||||
</el-table>
|
||||
<el-tab-pane :label="`联系人 (${counts.contact})`" name="contact">
|
||||
<DetailContact
|
||||
ref="contactRef"
|
||||
:related-id="clue.id"
|
||||
:related-type="RELATED_TYPE"
|
||||
@count="counts.contact = $event"
|
||||
/>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 跟进记录 -->
|
||||
<el-tab-pane :label="`跟进记录 (${follows.length})`" name="follow">
|
||||
<div class="tab-toolbar">
|
||||
<el-button type="primary" size="small" :icon="Plus" @click="openFollowEdit(null)">新增回访</el-button>
|
||||
</div>
|
||||
<el-table :data="follows" v-loading="loading.follow" stripe border size="small">
|
||||
<el-table-column label="回访时间" width="160">
|
||||
<template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="方式" width="80" align="center">
|
||||
<template #default="{ row }">{{ followTypeText(row.follow_type) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="回访内容" min-width="240">
|
||||
<template #default="{ row }">
|
||||
<div class="follow-content" v-html="row.content"></div>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="下次联系" width="160">
|
||||
<template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="owner_user_name" label="回访人" width="100" />
|
||||
<el-table-column label="操作" width="120" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="openFollowEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleFollowDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无跟进记录" :image-size="60" /></template>
|
||||
</el-table>
|
||||
<el-tab-pane :label="`跟进记录 (${counts.follow})`" name="follow">
|
||||
<DetailFollow
|
||||
ref="followRef"
|
||||
:related-id="clue.id"
|
||||
:related-type="RELATED_TYPE"
|
||||
:related-name="clue.clue_name || ''"
|
||||
@count="counts.follow = $event"
|
||||
@saved="emit('refresh')"
|
||||
/>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 附件 -->
|
||||
<el-tab-pane :label="`附件 (${attaches.length})`" name="attach">
|
||||
<div class="tab-toolbar">
|
||||
<el-upload
|
||||
:show-file-list="false"
|
||||
:http-request="handleUpload"
|
||||
:disabled="uploading"
|
||||
>
|
||||
<el-button type="primary" size="small" :icon="Upload" :loading="uploading">上传附件</el-button>
|
||||
</el-upload>
|
||||
<span class="tip">用于存放前期资料，如方案、报价单、图纸等</span>
|
||||
</div>
|
||||
<el-table :data="attaches" v-loading="loading.attach" stripe border size="small">
|
||||
<el-table-column label="文件名" min-width="220" show-overflow-tooltip>
|
||||
<template #default="{ row }">
|
||||
<a :href="row.file_url" target="_blank" class="file-link">{{ row.file_name || "-" }}</a>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="大小" width="100" align="right">
|
||||
<template #default="{ row }">{{ formatFileSize(row.file_size) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="uploader_name" label="上传人" width="100" />
|
||||
<el-table-column label="上传时间" width="160">
|
||||
<template #default="{ row }">{{ formatDateTime(row.create_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="操作" width="80" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="danger" size="small" @click="handleAttachDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无附件" :image-size="60" /></template>
|
||||
</el-table>
|
||||
<el-tab-pane :label="`附件 (${counts.attach})`" name="attach">
|
||||
<DetailAttach
|
||||
ref="attachRef"
|
||||
:related-id="clue.id"
|
||||
:related-type="RELATED_TYPE"
|
||||
tip="用于存放前期资料，如方案、报价单、图纸等"
|
||||
@count="counts.attach = $event"
|
||||
/>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 操作日志 -->
|
||||
<el-tab-pane label="操作日志" name="log">
|
||||
<el-timeline v-loading="loading.log">
|
||||
<el-timeline-item
|
||||
v-for="log in logs"
|
||||
:key="log.id"
|
||||
:timestamp="formatDateTime(log.create_time)"
|
||||
placement="top"
|
||||
>
|
||||
<div class="log-item">
|
||||
<span class="log-user">{{ log.operator_name || "系统" }}</span>
|
||||
<span>{{ log.content || log.action }}</span>
|
||||
</div>
|
||||
</el-timeline-item>
|
||||
<el-empty v-if="!logs.length && !loading.log" description="暂无操作日志" :image-size="60" />
|
||||
</el-timeline>
|
||||
<DetailLog ref="logRef" :related-id="clue.id" :related-type="RELATED_TYPE" />
|
||||
</el-tab-pane>
|
||||
</el-tabs>
|
||||
</div>
|
||||
|
||||
<!-- 联系人编辑 -->
|
||||
<el-dialog v-model="contactDialog" :title="contactForm.id ? '编辑联系人' : '新增联系人'" width="520px" append-to-body>
|
||||
<el-form :model="contactForm" label-width="90px">
|
||||
<el-form-item label="姓名" required>
|
||||
<el-input v-model="contactForm.contact_name" placeholder="请输入姓名" />
|
||||
</el-form-item>
|
||||
<el-form-item label="职位"><el-input v-model="contactForm.position" /></el-form-item>
|
||||
<el-form-item label="手机号"><el-input v-model="contactForm.mobile" /></el-form-item>
|
||||
<el-form-item label="微信"><el-input v-model="contactForm.wechat" /></el-form-item>
|
||||
<el-form-item label="QQ"><el-input v-model="contactForm.qq" /></el-form-item>
|
||||
<el-form-item label="邮箱"><el-input v-model="contactForm.email" /></el-form-item>
|
||||
<el-form-item label="主联系人">
|
||||
<el-switch v-model="contactForm.is_primary" :active-value="1" :inactive-value="0" />
|
||||
</el-form-item>
|
||||
<el-form-item label="备注"><el-input v-model="contactForm.remark" type="textarea" :rows="2" /></el-form-item>
|
||||
</el-form>
|
||||
<template #footer>
|
||||
<el-button @click="contactDialog = false">取消</el-button>
|
||||
<el-button type="primary" :loading="saving" @click="handleContactSave">保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
|
||||
<!-- 回访编辑 -->
|
||||
<el-dialog v-model="followDialog" :title="followForm.id ? '编辑回访' : '新增回访'" width="520px" append-to-body>
|
||||
<el-form :model="followForm" label-width="90px">
|
||||
<el-form-item label="回访方式">
|
||||
<el-select v-model="followForm.follow_type" style="width: 100%">
|
||||
<el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访时间">
|
||||
<el-date-picker
|
||||
v-model="followForm.follow_time"
|
||||
type="datetime"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访内容" required>
|
||||
<RichContentEditor
|
||||
v-model="followForm.content"
|
||||
:min-height="120"
|
||||
placeholder="请输入回访内容，可粘贴或上传图片"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="下次联系">
|
||||
<el-date-picker
|
||||
v-model="followForm.next_contact_time"
|
||||
type="datetime"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
<template #footer>
|
||||
<el-button @click="followDialog = false">取消</el-button>
|
||||
<el-button type="primary" :loading="saving" @click="handleFollowSave">保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
</el-drawer>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive, watch } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Plus, Upload } from "@element-plus/icons-vue";
|
||||
import {
|
||||
getEntityContactList,
|
||||
addEntityContact,
|
||||
updateEntityContact,
|
||||
deleteEntityContact,
|
||||
getFollowList,
|
||||
addFollow,
|
||||
updateFollow,
|
||||
deleteFollow,
|
||||
getAttachList,
|
||||
addAttach,
|
||||
deleteAttach,
|
||||
getCrmOperateLogs,
|
||||
} from "@/api/crmPipeline";
|
||||
import { uploadFile } from "@/api/file";
|
||||
import RichContentEditor from "../../components/RichContentEditor.vue";
|
||||
import {
|
||||
clueSourceText,
|
||||
pipelineLevelText,
|
||||
pipelineLevelTag,
|
||||
clueStatusText,
|
||||
clueStatusTag,
|
||||
followTypeText,
|
||||
FOLLOW_TYPE_OPTIONS,
|
||||
formatDateTime,
|
||||
} from "../../dict";
|
||||
import DetailBasic from "./detail_basic.vue";
|
||||
import DetailContact from "./detail_contact.vue";
|
||||
import DetailFollow from "./detail_follow.vue";
|
||||
import DetailAttach from "./detail_attach.vue";
|
||||
import DetailLog from "./detail_log.vue";
|
||||
|
||||
const props = defineProps({
|
||||
visible: { type: Boolean, default: false },
|
||||
@@ -250,44 +78,25 @@ const props = defineProps({
|
||||
});
|
||||
const emit = defineEmits(["update:visible", "refresh"]);
|
||||
|
||||
const RELATED_TYPE = 1; // 线索
|
||||
// 关联类型：1=线索
|
||||
const RELATED_TYPE = 1;
|
||||
|
||||
const activeTab = ref("basic");
|
||||
const loading = reactive({ contact: false, follow: false, attach: false, log: false });
|
||||
const contacts = ref([]);
|
||||
const follows = ref([]);
|
||||
const attaches = ref([]);
|
||||
const logs = ref([]);
|
||||
const saving = ref(false);
|
||||
const uploading = ref(false);
|
||||
const counts = reactive({ contact: 0, follow: 0, attach: 0 });
|
||||
|
||||
const contactDialog = ref(false);
|
||||
const contactForm = reactive({
|
||||
id: null,
|
||||
contact_name: "",
|
||||
position: "",
|
||||
mobile: "",
|
||||
wechat: "",
|
||||
qq: "",
|
||||
email: "",
|
||||
is_primary: 0,
|
||||
remark: "",
|
||||
});
|
||||
|
||||
const followDialog = ref(false);
|
||||
const followForm = reactive({
|
||||
id: null,
|
||||
follow_type: "1",
|
||||
follow_time: "",
|
||||
content: "",
|
||||
next_contact_time: "",
|
||||
});
|
||||
const contactRef = ref();
|
||||
const followRef = ref();
|
||||
const attachRef = ref();
|
||||
const logRef = ref();
|
||||
|
||||
watch(
|
||||
() => props.visible,
|
||||
(val) => {
|
||||
if (val) {
|
||||
activeTab.value = "basic";
|
||||
counts.contact = 0;
|
||||
counts.follow = 0;
|
||||
counts.attach = 0;
|
||||
}
|
||||
}
|
||||
);
|
||||
@@ -296,258 +105,69 @@ function handleClose() {
|
||||
emit("update:visible", false);
|
||||
}
|
||||
|
||||
function currentId() {
|
||||
return props.clue?.id;
|
||||
/** 抽屉打开后刷新各 Tab 数据 */
|
||||
function loadAll() {
|
||||
if (!props.clue?.id) return;
|
||||
contactRef.value?.reload();
|
||||
followRef.value?.reload();
|
||||
attachRef.value?.reload();
|
||||
logRef.value?.reload();
|
||||
}
|
||||
|
||||
async function loadAll() {
|
||||
if (!currentId()) return;
|
||||
loadContacts();
|
||||
loadFollows();
|
||||
loadAttaches();
|
||||
loadLogs();
|
||||
}
|
||||
|
||||
/* ------------------------------ 联系人 ------------------------------ */
|
||||
async function loadContacts() {
|
||||
loading.contact = true;
|
||||
try {
|
||||
const res = await getEntityContactList({ related_type: RELATED_TYPE, related_id: currentId() });
|
||||
contacts.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
contacts.value = [];
|
||||
} finally {
|
||||
loading.contact = false;
|
||||
}
|
||||
}
|
||||
|
||||
function openContactEdit(row) {
|
||||
Object.assign(contactForm, {
|
||||
id: null,
|
||||
contact_name: "",
|
||||
position: "",
|
||||
mobile: "",
|
||||
wechat: "",
|
||||
qq: "",
|
||||
email: "",
|
||||
is_primary: 0,
|
||||
remark: "",
|
||||
});
|
||||
if (row) Object.assign(contactForm, row);
|
||||
contactDialog.value = true;
|
||||
}
|
||||
|
||||
async function handleContactSave() {
|
||||
if (!contactForm.contact_name) {
|
||||
ElMessage.warning("请输入联系人姓名");
|
||||
return;
|
||||
}
|
||||
saving.value = true;
|
||||
try {
|
||||
const payload = {
|
||||
...contactForm,
|
||||
related_type: RELATED_TYPE,
|
||||
related_id: currentId(),
|
||||
};
|
||||
if (contactForm.id) {
|
||||
await updateEntityContact(payload);
|
||||
} else {
|
||||
await addEntityContact(payload);
|
||||
}
|
||||
ElMessage.success("保存成功");
|
||||
contactDialog.value = false;
|
||||
loadContacts();
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "保存失败");
|
||||
} finally {
|
||||
saving.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleContactDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(`确定删除联系人「${row.contact_name}」吗？`, "删除确认", { type: "warning" });
|
||||
await deleteEntityContact({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
loadContacts();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
/* ------------------------------ 跟进记录 ------------------------------ */
|
||||
async function loadFollows() {
|
||||
loading.follow = true;
|
||||
try {
|
||||
const res = await getFollowList({ related_type: RELATED_TYPE, related_id: currentId(), pageSize: 100 });
|
||||
follows.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
follows.value = [];
|
||||
} finally {
|
||||
loading.follow = false;
|
||||
}
|
||||
}
|
||||
|
||||
function openFollowEdit(row) {
|
||||
Object.assign(followForm, { id: null, follow_type: "1", follow_time: "", content: "", next_contact_time: "" });
|
||||
if (row) Object.assign(followForm, row);
|
||||
followDialog.value = true;
|
||||
}
|
||||
|
||||
async function handleFollowSave() {
|
||||
const plainText = String(followForm.content || "")
|
||||
.replace(/<[^>]*>/g, "")
|
||||
.replace(/ /g, " ")
|
||||
.trim();
|
||||
if (!plainText && !/<img/i.test(followForm.content || "")) {
|
||||
ElMessage.warning("请输入回访内容");
|
||||
return;
|
||||
}
|
||||
saving.value = true;
|
||||
try {
|
||||
if (followForm.id) {
|
||||
await updateFollow({ ...followForm });
|
||||
} else {
|
||||
await addFollow({
|
||||
...followForm,
|
||||
related_type: RELATED_TYPE,
|
||||
related_id: currentId(),
|
||||
related_name: props.clue?.clue_name || "",
|
||||
});
|
||||
}
|
||||
ElMessage.success("保存成功");
|
||||
followDialog.value = false;
|
||||
loadFollows();
|
||||
emit("refresh");
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "保存失败");
|
||||
} finally {
|
||||
saving.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleFollowDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
|
||||
await deleteFollow({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
loadFollows();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
/* -------------------------------- 附件 -------------------------------- */
|
||||
async function loadAttaches() {
|
||||
loading.attach = true;
|
||||
try {
|
||||
const res = await getAttachList({ related_type: RELATED_TYPE, related_id: currentId() });
|
||||
attaches.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
attaches.value = [];
|
||||
} finally {
|
||||
loading.attach = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleUpload(options) {
|
||||
const file = options.file;
|
||||
uploading.value = true;
|
||||
try {
|
||||
const fd = new FormData();
|
||||
fd.append("file", file);
|
||||
const res = await uploadFile(fd);
|
||||
const data = res?.data || {};
|
||||
await addAttach({
|
||||
related_type: RELATED_TYPE,
|
||||
related_id: currentId(),
|
||||
file_id: data.id || 0,
|
||||
file_name: data.name || file.name,
|
||||
file_url: data.url || "",
|
||||
file_size: file.size || 0,
|
||||
});
|
||||
ElMessage.success("上传成功");
|
||||
loadAttaches();
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "上传失败");
|
||||
} finally {
|
||||
uploading.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleAttachDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(`确定删除附件「${row.file_name}」吗？`, "删除确认", { type: "warning" });
|
||||
await deleteAttach({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
loadAttaches();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
/* ------------------------------ 操作日志 ------------------------------ */
|
||||
async function loadLogs() {
|
||||
loading.log = true;
|
||||
try {
|
||||
const res = await getCrmOperateLogs({ related_type: RELATED_TYPE, related_id: currentId() });
|
||||
logs.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
logs.value = [];
|
||||
} finally {
|
||||
loading.log = false;
|
||||
}
|
||||
}
|
||||
|
||||
function formatFileSize(size) {
|
||||
const n = Number(size) || 0;
|
||||
if (n < 1024) return `${n} B`;
|
||||
if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
|
||||
return `${(n / 1024 / 1024).toFixed(2)} MB`;
|
||||
}
|
||||
defineExpose({ loadAll });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
:deep(.el-drawer__body) {
|
||||
overflow-x: hidden;
|
||||
}
|
||||
|
||||
.clue-detail {
|
||||
.tab-toolbar {
|
||||
.detail-tabs {
|
||||
// 横向 flex：导航固定宽 + 内容区占满剩余宽度
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
|
||||
.tip {
|
||||
font-size: 12px;
|
||||
color: var(--el-text-color-secondary);
|
||||
}
|
||||
// 关键：内容区占满「容器剩余宽度」并允许收缩，内部表格才能随容器自适应
|
||||
:deep(.el-tabs__content) {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
padding-left: 4px;
|
||||
}
|
||||
|
||||
.file-link {
|
||||
color: var(--el-color-primary);
|
||||
text-decoration: none;
|
||||
|
||||
&:hover {
|
||||
text-decoration: underline;
|
||||
}
|
||||
:deep(.el-tabs__header) {
|
||||
margin-right: 12px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
.log-item {
|
||||
.log-user {
|
||||
font-weight: 600;
|
||||
margin-right: 8px;
|
||||
}
|
||||
:deep(.el-tabs__item) {
|
||||
justify-content: flex-start;
|
||||
text-align: left;
|
||||
padding: 0 12px;
|
||||
min-width: 96px;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
.follow-content {
|
||||
word-break: break-word;
|
||||
:deep(.el-tab-pane) {
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
:deep(img) {
|
||||
max-width: 160px;
|
||||
max-height: 120px;
|
||||
:deep(.el-table) {
|
||||
width: 100%;
|
||||
|
||||
// 操作列：链接按钮去掉自带内边距、缩小间距，避免「编辑/删除」被挤成两行
|
||||
.el-button.is-link {
|
||||
padding: 0;
|
||||
height: auto;
|
||||
border-radius: 4px;
|
||||
cursor: zoom-in;
|
||||
vertical-align: middle;
|
||||
margin: 2px 4px 2px 0;
|
||||
min-height: auto;
|
||||
}
|
||||
|
||||
.el-button + .el-button {
|
||||
margin-left: 6px;
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,156 @@
|
||||
<template>
|
||||
<div class="detail-attach">
|
||||
<div class="tab-toolbar">
|
||||
<el-upload :show-file-list="false" :http-request="handleUpload" :disabled="uploading">
|
||||
<el-button type="primary" size="small" :icon="Upload" :loading="uploading">上传附件</el-button>
|
||||
</el-upload>
|
||||
<span v-if="tip" class="tip">{{ tip }}</span>
|
||||
</div>
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="文件名" min-width="170" show-overflow-tooltip>
|
||||
<template #default="{ row }">
|
||||
<a :href="row.file_url" target="_blank" class="file-link">{{ row.file_name || "-" }}</a>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column v-if="showStage" label="阶段" min-width="62" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag size="small" effect="plain" :type="pipelineStageTag(row.related_type)">
|
||||
{{ pipelineStageText(row.related_type) }}
|
||||
</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="大小" min-width="78" align="right">
|
||||
<template #default="{ row }">{{ formatFileSize(row.file_size) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="uploader_name" label="上传人" min-width="78" show-overflow-tooltip />
|
||||
<el-table-column label="上传时间" min-width="140">
|
||||
<template #default="{ row }">{{ formatDateTime(row.create_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="操作" width="76" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无附件" :image-size="60" /></template>
|
||||
</el-table>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Upload } from "@element-plus/icons-vue";
|
||||
import { getAttachList, addAttach, deleteAttach } from "@/api/crmPipeline";
|
||||
import { uploadFile } from "@/api/file";
|
||||
import { formatDateTime, pipelineStageText, pipelineStageTag } from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 1 },
|
||||
// 工具栏提示文案
|
||||
tip: { type: String, default: "" },
|
||||
// 是否累积展示上游链路的附件（商机/项目）
|
||||
includeSource: { type: Boolean, default: false },
|
||||
// 是否展示「阶段」列（项目）
|
||||
showStage: { type: Boolean, default: false },
|
||||
});
|
||||
const emit = defineEmits(["count"]);
|
||||
|
||||
const loading = ref(false);
|
||||
const uploading = ref(false);
|
||||
const list = ref([]);
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const params = {
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
};
|
||||
if (props.includeSource) params.include_source = 1;
|
||||
const res = await getAttachList(params);
|
||||
list.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
async function handleUpload(options) {
|
||||
const file = options.file;
|
||||
uploading.value = true;
|
||||
try {
|
||||
const fd = new FormData();
|
||||
fd.append("file", file);
|
||||
const res = await uploadFile(fd);
|
||||
const data = res?.data || {};
|
||||
await addAttach({
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
file_id: data.id || 0,
|
||||
file_name: data.name || file.name,
|
||||
file_url: data.url || "",
|
||||
file_size: file.size || 0,
|
||||
});
|
||||
ElMessage.success("上传成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "上传失败");
|
||||
} finally {
|
||||
uploading.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(`确定删除附件「${row.file_name}」吗？`, "删除确认", { type: "warning" });
|
||||
await deleteAttach({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
function formatFileSize(size) {
|
||||
const n = Number(size) || 0;
|
||||
if (n < 1024) return `${n} B`;
|
||||
if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
|
||||
return `${(n / 1024 / 1024).toFixed(2)} MB`;
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
|
||||
.tip {
|
||||
font-size: 12px;
|
||||
color: var(--el-text-color-secondary);
|
||||
}
|
||||
}
|
||||
|
||||
.file-link {
|
||||
color: var(--el-color-primary);
|
||||
text-decoration: none;
|
||||
|
||||
&:hover {
|
||||
text-decoration: underline;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,44 @@
|
||||
<template>
|
||||
<el-descriptions v-if="clue" :column="2" border size="small">
|
||||
<el-descriptions-item label="线索名称" :span="2">{{ clue.clue_name }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户名称">{{ clue.customer_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户来源">{{ clueSourceText(clue.source) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户级别">
|
||||
<el-tag :type="pipelineLevelTag(clue.clue_level)" size="small">
|
||||
{{ pipelineLevelText(clue.clue_level) }}
|
||||
</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="负责人">{{ clue.owner_user_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户行业">{{ clue.industry || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="下次联系时间">{{ formatDateTime(clue.next_contact_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户对接人">{{ clue.contact_person || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人职位">{{ clue.contact_position || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人手机">{{ clue.contact_phone || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人微信">{{ clue.contact_wechat || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人QQ">{{ clue.contact_qq || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="公司地址" :span="2">{{ clue.address || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="状态">
|
||||
<el-tag :type="clueStatusTag(clue.status)" size="small">{{ clueStatusText(clue.status) }}</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="转化时间">{{ formatDateTime(clue.convert_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="创建时间">{{ formatDateTime(clue.create_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="更新时间">{{ formatDateTime(clue.update_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="备注" :span="2">{{ clue.remark || "-" }}</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import {
|
||||
clueSourceText,
|
||||
pipelineLevelText,
|
||||
pipelineLevelTag,
|
||||
clueStatusText,
|
||||
clueStatusTag,
|
||||
formatDateTime,
|
||||
} from "../../dict";
|
||||
|
||||
defineProps({
|
||||
// 线索详情对象
|
||||
clue: { type: Object, default: null },
|
||||
});
|
||||
</script>
|
||||
@@ -0,0 +1,172 @@
|
||||
<template>
|
||||
<div class="detail-contact">
|
||||
<div class="tab-toolbar">
|
||||
<el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增联系人</el-button>
|
||||
<span v-if="tip" class="tip">{{ tip }}</span>
|
||||
</div>
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="姓名" min-width="105">
|
||||
<template #default="{ row }">
|
||||
{{ row.contact_name }}
|
||||
<el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">主</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="position" label="职位" min-width="85" show-overflow-tooltip />
|
||||
<el-table-column prop="mobile" label="手机号" min-width="110" />
|
||||
<el-table-column prop="wechat" label="微信" min-width="95" show-overflow-tooltip />
|
||||
<el-table-column prop="qq" label="QQ" min-width="85" />
|
||||
<el-table-column prop="remark" label="备注" min-width="95" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="96" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无联系人" :image-size="60" /></template>
|
||||
</el-table>
|
||||
|
||||
<!-- 联系人编辑 -->
|
||||
<el-dialog v-model="dialog" :title="form.id ? '编辑联系人' : '新增联系人'" width="520px" append-to-body>
|
||||
<el-form :model="form" label-width="90px">
|
||||
<el-form-item label="姓名" required>
|
||||
<el-input v-model="form.contact_name" placeholder="请输入姓名" />
|
||||
</el-form-item>
|
||||
<el-form-item label="职位"><el-input v-model="form.position" /></el-form-item>
|
||||
<el-form-item label="手机号"><el-input v-model="form.mobile" /></el-form-item>
|
||||
<el-form-item label="微信"><el-input v-model="form.wechat" /></el-form-item>
|
||||
<el-form-item label="QQ"><el-input v-model="form.qq" /></el-form-item>
|
||||
<el-form-item label="邮箱"><el-input v-model="form.email" /></el-form-item>
|
||||
<el-form-item label="主联系人">
|
||||
<el-switch v-model="form.is_primary" :active-value="1" :inactive-value="0" />
|
||||
</el-form-item>
|
||||
<el-form-item label="备注"><el-input v-model="form.remark" type="textarea" :rows="2" /></el-form-item>
|
||||
</el-form>
|
||||
<template #footer>
|
||||
<el-button @click="dialog = false">取消</el-button>
|
||||
<el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Plus } from "@element-plus/icons-vue";
|
||||
import {
|
||||
getEntityContactList,
|
||||
addEntityContact,
|
||||
updateEntityContact,
|
||||
deleteEntityContact,
|
||||
} from "@/api/crmPipeline";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID（线索ID）
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 1 },
|
||||
// 工具栏提示文案
|
||||
tip: { type: String, default: "" },
|
||||
});
|
||||
const emit = defineEmits(["count"]);
|
||||
|
||||
const loading = ref(false);
|
||||
const saving = ref(false);
|
||||
const list = ref([]);
|
||||
const dialog = ref(false);
|
||||
|
||||
const defaultForm = () => ({
|
||||
id: null,
|
||||
contact_name: "",
|
||||
position: "",
|
||||
mobile: "",
|
||||
wechat: "",
|
||||
qq: "",
|
||||
email: "",
|
||||
is_primary: 0,
|
||||
remark: "",
|
||||
});
|
||||
const form = reactive(defaultForm());
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const res = await getEntityContactList({
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
});
|
||||
list.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
function openEdit(row) {
|
||||
Object.assign(form, defaultForm());
|
||||
if (row) Object.assign(form, row);
|
||||
dialog.value = true;
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
if (!form.contact_name) {
|
||||
ElMessage.warning("请输入联系人姓名");
|
||||
return;
|
||||
}
|
||||
saving.value = true;
|
||||
try {
|
||||
const payload = {
|
||||
...form,
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
};
|
||||
if (form.id) {
|
||||
await updateEntityContact(payload);
|
||||
} else {
|
||||
await addEntityContact(payload);
|
||||
}
|
||||
ElMessage.success("保存成功");
|
||||
dialog.value = false;
|
||||
reload();
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "保存失败");
|
||||
} finally {
|
||||
saving.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(`确定删除联系人「${row.contact_name}」吗？`, "删除确认", { type: "warning" });
|
||||
await deleteEntityContact({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
|
||||
.tip {
|
||||
font-size: 12px;
|
||||
color: var(--el-text-color-secondary);
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,315 @@
|
||||
<template>
|
||||
<div class="detail-follow">
|
||||
<div class="tab-toolbar">
|
||||
<el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增回访</el-button>
|
||||
</div>
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="回访时间" min-width="132">
|
||||
<template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="阶段" min-width="58" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag size="small" effect="plain" :type="pipelineStageTag(row.stage || row.related_type)">
|
||||
{{ pipelineStageText(row.stage || row.related_type) }}
|
||||
</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="方式" min-width="58" align="center">
|
||||
<template #default="{ row }">{{ followTypeText(row.follow_type) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="回访内容" min-width="150">
|
||||
<template #default="{ row }">
|
||||
<div class="follow-content" v-html="row._textHtml"></div>
|
||||
<div v-if="row._images && row._images.length" class="follow-images">
|
||||
<div
|
||||
v-for="(url, idx) in row._images"
|
||||
:key="idx"
|
||||
class="follow-image"
|
||||
@click="openPreview(row._images, idx)"
|
||||
>
|
||||
<img :src="url" alt="" />
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="下次联系" min-width="132">
|
||||
<template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="owner_user_name" label="回访人" min-width="70" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="96" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无跟进记录" :image-size="60" /></template>
|
||||
</el-table>
|
||||
|
||||
<!-- 回访编辑 -->
|
||||
<el-dialog v-model="dialog" :title="form.id ? '编辑回访' : '新增回访'" width="520px" append-to-body>
|
||||
<el-form :model="form" label-width="90px">
|
||||
<el-form-item label="回访阶段">
|
||||
<el-select v-model="form.stage" style="width: 100%">
|
||||
<el-option
|
||||
v-for="i in PIPELINE_RELATED_TYPE_OPTIONS"
|
||||
:key="i.value"
|
||||
:label="i.label"
|
||||
:value="i.value"
|
||||
/>
|
||||
</el-select>
|
||||
<div style="font-size: 12px; color: var(--el-text-color-secondary); line-height: 1.4; margin-top: 2px">
|
||||
按该次沟通实际发生的阶段记录，默认当前阶段
|
||||
</div>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访方式">
|
||||
<el-select v-model="form.follow_type" style="width: 100%">
|
||||
<el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访时间">
|
||||
<el-date-picker
|
||||
v-model="form.follow_time"
|
||||
type="datetime"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访内容" required>
|
||||
<RichContentEditor
|
||||
v-model="form.content"
|
||||
:min-height="120"
|
||||
placeholder="请输入回访内容，可粘贴或上传图片"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="下次联系">
|
||||
<el-date-picker
|
||||
v-model="form.next_contact_time"
|
||||
type="datetime"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
<template #footer>
|
||||
<el-button @click="dialog = false">取消</el-button>
|
||||
<el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
|
||||
<!-- 跟进记录图片放大预览 -->
|
||||
<el-image-viewer
|
||||
v-if="previewVisible"
|
||||
:url-list="previewUrls"
|
||||
:initial-index="previewIndex"
|
||||
:z-index="5000"
|
||||
@close="previewVisible = false"
|
||||
/>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive } from "vue";
|
||||
import { ElMessage, ElMessageBox, ElImageViewer } from "element-plus";
|
||||
import { Plus } from "@element-plus/icons-vue";
|
||||
import { getFollowList, addFollow, updateFollow, deleteFollow } from "@/api/crmPipeline";
|
||||
import RichContentEditor from "../../components/RichContentEditor.vue";
|
||||
import {
|
||||
followTypeText,
|
||||
FOLLOW_TYPE_OPTIONS,
|
||||
PIPELINE_RELATED_TYPE_OPTIONS,
|
||||
pipelineStageText,
|
||||
pipelineStageTag,
|
||||
formatDateTime,
|
||||
} from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 1 },
|
||||
// 关联对象名称（新增回访时冗余记录）
|
||||
relatedName: { type: String, default: "" },
|
||||
// 是否累积展示上游链路的回访记录
|
||||
includeSource: { type: Boolean, default: false },
|
||||
});
|
||||
const emit = defineEmits(["count", "saved"]);
|
||||
|
||||
const loading = ref(false);
|
||||
const saving = ref(false);
|
||||
const list = ref([]);
|
||||
const dialog = ref(false);
|
||||
|
||||
// 图片预览
|
||||
const previewVisible = ref(false);
|
||||
const previewUrls = ref([]);
|
||||
const previewIndex = ref(0);
|
||||
|
||||
/** 拆分富文本：文本 HTML + 图片地址数组（图片单独用统一小方块展示） */
|
||||
function splitFollowContent(html) {
|
||||
const urls = [];
|
||||
const textHtml = String(html || "").replace(/<img[^>]*src=["']([^"']+)["'][^>]*>/gi, (m, src) => {
|
||||
if (src) urls.push(src);
|
||||
return "";
|
||||
});
|
||||
return { textHtml, urls };
|
||||
}
|
||||
|
||||
/** 点击图片方块 → 放大预览（支持同一条记录内多图切换） */
|
||||
function openPreview(urls, index) {
|
||||
if (!urls || !urls.length) return;
|
||||
previewUrls.value = urls;
|
||||
previewIndex.value = index < 0 ? 0 : index;
|
||||
previewVisible.value = true;
|
||||
}
|
||||
|
||||
const defaultForm = () => ({
|
||||
id: null,
|
||||
// 所属阶段：1线索/2商机/3项目，默认取当前详情页所在阶段
|
||||
stage: null,
|
||||
follow_type: "1",
|
||||
follow_time: "",
|
||||
content: "",
|
||||
next_contact_time: "",
|
||||
});
|
||||
const form = reactive(defaultForm());
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const params = {
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
pageSize: 100,
|
||||
};
|
||||
if (props.includeSource) params.include_source = 1;
|
||||
const res = await getFollowList(params);
|
||||
const rows = res?.data?.list || [];
|
||||
list.value = rows.map((row) => {
|
||||
const { textHtml, urls } = splitFollowContent(row.content);
|
||||
return { ...row, _textHtml: textHtml, _images: urls };
|
||||
});
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
function openEdit(row) {
|
||||
Object.assign(form, defaultForm());
|
||||
if (row) {
|
||||
Object.assign(form, row);
|
||||
// 编辑：默认保留记录原本的阶段，可手动修正
|
||||
form.stage = row.stage || row.related_type || props.relatedType;
|
||||
} else {
|
||||
// 新增：默认取当前详情页所在阶段（线索/商机/项目）
|
||||
form.stage = props.relatedType;
|
||||
}
|
||||
dialog.value = true;
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
const plainText = String(form.content || "")
|
||||
.replace(/<[^>]*>/g, "")
|
||||
.replace(/ /g, " ")
|
||||
.trim();
|
||||
if (!plainText && !/<img/i.test(form.content || "")) {
|
||||
ElMessage.warning("请输入回访内容");
|
||||
return;
|
||||
}
|
||||
saving.value = true;
|
||||
try {
|
||||
if (form.id) {
|
||||
// 编辑：同步提交修正后的阶段（后端仅在传入合法阶段时更新）
|
||||
await updateFollow({ ...form, stage: form.stage || undefined });
|
||||
} else {
|
||||
await addFollow({
|
||||
...form,
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
related_name: props.relatedName,
|
||||
stage: form.stage || props.relatedType,
|
||||
});
|
||||
}
|
||||
ElMessage.success("保存成功");
|
||||
dialog.value = false;
|
||||
reload();
|
||||
emit("saved");
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "保存失败");
|
||||
} finally {
|
||||
saving.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
|
||||
await deleteFollow({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
.follow-content {
|
||||
word-break: break-word;
|
||||
|
||||
:deep(img) {
|
||||
width: 60px;
|
||||
height: 60px;
|
||||
object-fit: cover;
|
||||
border-radius: 4px;
|
||||
cursor: zoom-in;
|
||||
vertical-align: middle;
|
||||
margin: 2px 6px 2px 0;
|
||||
}
|
||||
}
|
||||
|
||||
.follow-images {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 6px;
|
||||
margin-top: 4px;
|
||||
|
||||
.follow-image {
|
||||
width: 60px;
|
||||
height: 60px;
|
||||
border-radius: 4px;
|
||||
overflow: hidden;
|
||||
cursor: zoom-in;
|
||||
border: 1px solid var(--el-border-color-lighter);
|
||||
background: var(--el-fill-color-light);
|
||||
|
||||
img {
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
object-fit: cover;
|
||||
display: block;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
border-color: var(--el-color-primary);
|
||||
}
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,63 @@
|
||||
<template>
|
||||
<el-timeline v-loading="loading">
|
||||
<el-timeline-item
|
||||
v-for="log in list"
|
||||
:key="log.id"
|
||||
:timestamp="formatDateTime(log.create_time)"
|
||||
placement="top"
|
||||
>
|
||||
<div class="log-item">
|
||||
<span class="log-user">{{ log.operator_name || "系统" }}</span>
|
||||
<span>{{ log.content || log.action }}</span>
|
||||
</div>
|
||||
</el-timeline-item>
|
||||
<el-empty v-if="!list.length && !loading" description="暂无操作日志" :image-size="60" />
|
||||
</el-timeline>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref } from "vue";
|
||||
import { getCrmOperateLogs } from "@/api/crmPipeline";
|
||||
import { formatDateTime } from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 1 },
|
||||
});
|
||||
|
||||
const loading = ref(false);
|
||||
const list = ref([]);
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const res = await getCrmOperateLogs({
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
});
|
||||
list.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.log-item {
|
||||
.log-user {
|
||||
font-weight: 600;
|
||||
margin-right: 8px;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -3,7 +3,7 @@
|
||||
<div class="page-header">
|
||||
<div>
|
||||
<h2>线索管理</h2>
|
||||
<p>登记潜在客户线索，跟进后可转化为商机；转化后线索将锁定不可编辑</p>
|
||||
<p>登记潜在客户线索，跟进后可转化为商机</p>
|
||||
</div>
|
||||
<div class="header-actions">
|
||||
<el-button :icon="Refresh" @click="fetchList">刷新</el-button>
|
||||
@@ -47,6 +47,11 @@
|
||||
|
||||
<div class="table-container" v-loading="loading">
|
||||
<el-table :data="tableData" stripe border row-key="id">
|
||||
<el-table-column label="状态" width="90" align="center" fixed>
|
||||
<template #default="{ row }">
|
||||
<el-tag :type="clueStatusTag(row.status)" size="small">{{ clueStatusText(row.status) }}</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="线索名称" min-width="170" show-overflow-tooltip fixed>
|
||||
<template #default="{ row }">
|
||||
<span class="name-link" @click="openDetail(row)">{{ row.clue_name }}</span>
|
||||
@@ -76,11 +81,6 @@
|
||||
<el-table-column label="下次联系时间" width="160" align="center">
|
||||
<template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="状态" width="90" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag :type="clueStatusTag(row.status)" size="small">{{ clueStatusText(row.status) }}</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="操作" width="220" align="center" fixed="right">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" :disabled="row.locked === 1" @click="openEdit(row)">
|
||||
@@ -95,7 +95,15 @@
|
||||
>
|
||||
转化
|
||||
</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
<el-button
|
||||
link
|
||||
type="danger"
|
||||
size="small"
|
||||
:disabled="row.locked === 1 || row.status === 2"
|
||||
@click="handleDelete(row)"
|
||||
>
|
||||
删除
|
||||
</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无线索" :image-size="80" /></template>
|
||||
|
||||
@@ -101,7 +101,7 @@
|
||||
<el-table-column prop="contact_person" label="联系人" width="100" />
|
||||
<el-table-column prop="contact_phone" label="联系电话" width="130" />
|
||||
<el-table-column label="负责人" width="100">
|
||||
<template #default="{ row }">{{ row.owner_name || '未分配' }}</template>
|
||||
<template #default="{ row }">{{ row.owner_user_name || '未分配' }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="状态" width="90" align="center">
|
||||
<template #default="{ row }">
|
||||
@@ -167,7 +167,7 @@
|
||||
{{ statusText(detailData.status) }}
|
||||
</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="负责人">{{ detailData.owner_name || '未分配' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="负责人">{{ detailData.owner_user_name || '未分配' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="注册资本">{{ detailData.registered_capital ? detailData.registered_capital + ' 万元' : '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="实缴资本">{{ detailData.paid_capital ? detailData.paid_capital + ' 万元' : '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="成立日期">{{ formatDate(detailData.establish_date) }}</el-descriptions-item>
|
||||
|
||||
@@ -239,6 +239,12 @@ export const pipelineRelatedTypeText = (val) => {
|
||||
return n === "1" ? "线索" : n === "2" ? "商机" : n === "3" ? "项目" : "-";
|
||||
};
|
||||
|
||||
const PIPELINE_STAGE_TAG = { 1: "info", 2: "primary", 3: "success" };
|
||||
|
||||
/** 数据所属阶段（跟进记录 stage：1线索/2商机/3项目） */
|
||||
export const pipelineStageText = (val) => pipelineRelatedTypeText(val);
|
||||
export const pipelineStageTag = (val) => PIPELINE_STAGE_TAG[normalize(val)] || "info";
|
||||
|
||||
/** 金额格式化：12345.6 -> 12,345.60 */
|
||||
export function formatMoney(val) {
|
||||
if (val === undefined || val === null || val === "") return "-";
|
||||
|
||||
@@ -28,6 +28,19 @@
|
||||
<el-option v-for="o in relatedOptions" :key="o.id" :label="o.name" :value="o.id" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访阶段" prop="stage">
|
||||
<el-select v-model="form.stage" style="width: 100%">
|
||||
<el-option
|
||||
v-for="i in PIPELINE_RELATED_TYPE_OPTIONS"
|
||||
:key="i.value"
|
||||
:label="i.label"
|
||||
:value="i.value"
|
||||
/>
|
||||
</el-select>
|
||||
<div style="font-size: 12px; color: var(--el-text-color-secondary); line-height: 1.4; margin-top: 2px">
|
||||
按该次沟通实际发生的阶段记录，默认跟随关联类型
|
||||
</div>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访方式" prop="follow_type">
|
||||
<el-select v-model="form.follow_type" style="width: 100%">
|
||||
<el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
|
||||
@@ -90,6 +103,8 @@ const defaultForm = () => ({
|
||||
related_type: 1,
|
||||
related_id: "",
|
||||
related_name: "",
|
||||
// 所属阶段：1线索/2商机/3项目，默认跟随关联类型，可手动调整
|
||||
stage: 1,
|
||||
follow_type: "1",
|
||||
follow_time: "",
|
||||
content: "",
|
||||
@@ -131,6 +146,8 @@ watch(
|
||||
if (props.editData) {
|
||||
isEdit.value = true;
|
||||
Object.assign(form, props.editData);
|
||||
// 编辑：默认保留记录原本的阶段（缺失时按关联类型回退），可手动修正
|
||||
form.stage = Number(props.editData.stage || props.editData.related_type || 1);
|
||||
searchRelated("");
|
||||
} else {
|
||||
isEdit.value = false;
|
||||
@@ -148,6 +165,8 @@ watch(
|
||||
function handleTypeChange() {
|
||||
form.related_id = "";
|
||||
form.related_name = "";
|
||||
// 切换关联类型时，阶段默认跟随新类型（仍可手动调整）
|
||||
form.stage = Number(form.related_type);
|
||||
relatedOptions.value = [];
|
||||
searchRelated("");
|
||||
}
|
||||
@@ -189,6 +208,8 @@ async function handleSubmit() {
|
||||
const payload = {
|
||||
...form,
|
||||
related_name: form.related_name || selected?.name || "",
|
||||
// 回访阶段：允许与关联类型不同（如补录早期阶段的沟通），默认跟随关联类型
|
||||
stage: Number(form.stage) || Number(form.related_type),
|
||||
};
|
||||
if (form.id) {
|
||||
await updateFollow(payload);
|
||||
|
||||
@@ -49,7 +49,16 @@
|
||||
<el-table :data="tableData" stripe border row-key="id">
|
||||
<el-table-column label="关联类型" width="100" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag size="small" effect="plain">{{ pipelineRelatedTypeText(row.related_type) }}</el-tag>
|
||||
<el-tag size="small" effect="plain" :type="pipelineStageTag(row.related_type)">
|
||||
{{ pipelineRelatedTypeText(row.related_type) }}
|
||||
</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="阶段" width="90" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag size="small" effect="plain" :type="pipelineStageTag(row.stage || row.related_type)">
|
||||
{{ pipelineStageText(row.stage || row.related_type) }}
|
||||
</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="related_name" label="关联对象" min-width="180" show-overflow-tooltip />
|
||||
@@ -59,8 +68,12 @@
|
||||
<el-table-column label="回访时间" width="160" align="center">
|
||||
<template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="回访内容" min-width="240" show-overflow-tooltip>
|
||||
<template #default="{ row }">{{ stripHtml(row.content) }}</template>
|
||||
<el-table-column label="回访内容" min-width="240">
|
||||
<template #default="{ row }">
|
||||
<div class="content-cell" :title="stripHtml(row.content)" @click="openDetail(row)">
|
||||
{{ stripHtml(row.content) }}
|
||||
</div>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="下次联系时间" width="160" align="center">
|
||||
<template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
|
||||
@@ -89,12 +102,46 @@
|
||||
</div>
|
||||
|
||||
<FollowEdit v-model:visible="editVisible" :edit-data="currentRow" @success="fetchList" />
|
||||
|
||||
<!-- 回访详情 -->
|
||||
<el-dialog v-model="detailVisible" :title="detailData?.related_name || '回访详情'" width="680px">
|
||||
<el-descriptions v-if="detailData" :column="2" border size="small">
|
||||
<el-descriptions-item label="关联类型">
|
||||
<el-tag size="small" effect="plain" :type="pipelineStageTag(detailData.related_type)">
|
||||
{{ pipelineRelatedTypeText(detailData.related_type) }}
|
||||
</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="关联对象">{{ detailData.related_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="回访方式">{{ followTypeText(detailData.follow_type) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="回访时间">{{ formatDateTime(detailData.follow_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="回访人">{{ detailData.owner_user_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="下次联系时间">
|
||||
{{ formatDateTime(detailData.next_contact_time) }}
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="回访内容" :span="2">
|
||||
<div class="detail-content" v-html="detailData.content" @click="handleContentClick"></div>
|
||||
</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
<template #footer>
|
||||
<el-button @click="detailVisible = false">关闭</el-button>
|
||||
<el-button type="primary" @click="openEditFromDetail">编辑</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
|
||||
<!-- 回访内容图片放大预览 -->
|
||||
<el-image-viewer
|
||||
v-if="previewVisible"
|
||||
:url-list="previewUrls"
|
||||
:initial-index="previewIndex"
|
||||
:z-index="5000"
|
||||
@close="previewVisible = false"
|
||||
/>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive, onMounted } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { ElMessage, ElMessageBox, ElImageViewer } from "element-plus";
|
||||
import { Plus, Search, Refresh } from "@element-plus/icons-vue";
|
||||
import { getFollowList, deleteFollow } from "@/api/crmPipeline";
|
||||
import FollowEdit from "./components/edit.vue";
|
||||
@@ -103,6 +150,8 @@ import {
|
||||
FOLLOW_TYPE_OPTIONS,
|
||||
followTypeText,
|
||||
pipelineRelatedTypeText,
|
||||
pipelineStageText,
|
||||
pipelineStageTag,
|
||||
formatDateTime,
|
||||
stripHtml,
|
||||
} from "../dict";
|
||||
@@ -112,6 +161,15 @@ const tableData = ref([]);
|
||||
const editVisible = ref(false);
|
||||
const currentRow = ref(null);
|
||||
|
||||
// 详情弹窗
|
||||
const detailVisible = ref(false);
|
||||
const detailData = ref(null);
|
||||
|
||||
// 图片预览
|
||||
const previewVisible = ref(false);
|
||||
const previewUrls = ref([]);
|
||||
const previewIndex = ref(0);
|
||||
|
||||
const filters = reactive({ keyword: "", related_type: "", follow_type: "" });
|
||||
const pagination = reactive({ page: 1, pageSize: 20, total: 0 });
|
||||
|
||||
@@ -160,6 +218,33 @@ function openEdit(row) {
|
||||
editVisible.value = true;
|
||||
}
|
||||
|
||||
function openDetail(row) {
|
||||
detailData.value = { ...row };
|
||||
detailVisible.value = true;
|
||||
}
|
||||
|
||||
function openEditFromDetail() {
|
||||
if (!detailData.value) return;
|
||||
currentRow.value = { ...detailData.value };
|
||||
detailVisible.value = false;
|
||||
editVisible.value = true;
|
||||
}
|
||||
|
||||
/** 点击详情里的图片 → 放大预览（支持同一条记录内多图切换） */
|
||||
function handleContentClick(e) {
|
||||
const target = e.target;
|
||||
if (!target || String(target.tagName || "").toUpperCase() !== "IMG") return;
|
||||
const container = e.currentTarget;
|
||||
if (!container) return;
|
||||
const imgs = Array.from(container.querySelectorAll("img"));
|
||||
const urls = imgs.map((img) => img.getAttribute("src")).filter(Boolean);
|
||||
if (!urls.length) return;
|
||||
const index = imgs.indexOf(target);
|
||||
previewUrls.value = urls;
|
||||
previewIndex.value = index < 0 ? 0 : index;
|
||||
previewVisible.value = true;
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
|
||||
@@ -173,3 +258,31 @@ async function handleDelete(row) {
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped src="../styles/crm-page.less"></style>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.content-cell {
|
||||
cursor: pointer;
|
||||
color: var(--el-color-primary);
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
|
||||
&:hover {
|
||||
text-decoration: underline;
|
||||
}
|
||||
}
|
||||
|
||||
.detail-content {
|
||||
word-break: break-word;
|
||||
|
||||
:deep(img) {
|
||||
max-width: 220px;
|
||||
max-height: 160px;
|
||||
height: auto;
|
||||
border-radius: 4px;
|
||||
cursor: zoom-in;
|
||||
vertical-align: middle;
|
||||
margin: 2px 4px 2px 0;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
|
||||
@@ -0,0 +1,182 @@
|
||||
<template>
|
||||
<el-drawer
|
||||
:model-value="visible"
|
||||
:title="project?.project_name || '项目详情'"
|
||||
direction="rtl"
|
||||
size="900px"
|
||||
@update:model-value="handleClose"
|
||||
@opened="loadAll"
|
||||
>
|
||||
<div v-if="project" class="project-detail">
|
||||
<el-tabs v-model="activeTab" tab-position="left" class="detail-tabs">
|
||||
<!-- 基本信息 -->
|
||||
<el-tab-pane label="基本信息" name="basic">
|
||||
<DetailBasic :project="project" />
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 联系人（正式客户通讯录） -->
|
||||
<el-tab-pane :label="`联系人 (${counts.contact})`" name="contact">
|
||||
<DetailContact
|
||||
ref="contactRef"
|
||||
:company-id="project.customer_id"
|
||||
company-type="customer"
|
||||
@count="counts.contact = $event"
|
||||
/>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 跟进记录（链路累积：线索 + 商机 + 项目） -->
|
||||
<el-tab-pane :label="`跟进记录 (${counts.follow})`" name="follow">
|
||||
<DetailFollow
|
||||
ref="followRef"
|
||||
:related-id="project.id"
|
||||
:related-type="RELATED_TYPE"
|
||||
:related-name="project.project_name || ''"
|
||||
:include-source="true"
|
||||
@count="counts.follow = $event"
|
||||
@saved="emit('refresh')"
|
||||
/>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 附件（链路累积：线索 + 商机 + 项目） -->
|
||||
<el-tab-pane :label="`附件 (${counts.attach})`" name="attach">
|
||||
<DetailAttach
|
||||
ref="attachRef"
|
||||
:related-id="project.id"
|
||||
:related-type="RELATED_TYPE"
|
||||
:include-source="true"
|
||||
:show-stage="true"
|
||||
@count="counts.attach = $event"
|
||||
/>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 项目文档（同步到文档库：共享文档 / 项目文档 / {项目名称}） -->
|
||||
<el-tab-pane :label="`项目文档 (${counts.docs})`" name="docs">
|
||||
<DetailDocs
|
||||
ref="docsRef"
|
||||
:project-id="project.id"
|
||||
:project-name="project.project_name || ''"
|
||||
@count="counts.docs = $event"
|
||||
/>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- 操作日志 -->
|
||||
<el-tab-pane label="操作日志" name="log">
|
||||
<DetailLog ref="logRef" :related-id="project.id" :related-type="RELATED_TYPE" />
|
||||
</el-tab-pane>
|
||||
</el-tabs>
|
||||
</div>
|
||||
</el-drawer>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive, watch } from "vue";
|
||||
import DetailBasic from "./detail_basic.vue";
|
||||
import DetailContact from "./detail_contact.vue";
|
||||
import DetailFollow from "./detail_follow.vue";
|
||||
import DetailAttach from "./detail_attach.vue";
|
||||
import DetailDocs from "./detail_docs.vue";
|
||||
import DetailLog from "./detail_log.vue";
|
||||
|
||||
const props = defineProps({
|
||||
visible: { type: Boolean, default: false },
|
||||
project: { type: Object, default: null },
|
||||
});
|
||||
const emit = defineEmits(["update:visible", "refresh"]);
|
||||
|
||||
// 关联类型：3=项目
|
||||
const RELATED_TYPE = 3;
|
||||
|
||||
const activeTab = ref("basic");
|
||||
const counts = reactive({ contact: 0, follow: 0, attach: 0, docs: 0 });
|
||||
|
||||
const contactRef = ref();
|
||||
const followRef = ref();
|
||||
const attachRef = ref();
|
||||
const docsRef = ref();
|
||||
const logRef = ref();
|
||||
|
||||
watch(
|
||||
() => props.visible,
|
||||
(val) => {
|
||||
if (val) {
|
||||
activeTab.value = "basic";
|
||||
counts.contact = 0;
|
||||
counts.follow = 0;
|
||||
counts.attach = 0;
|
||||
counts.docs = 0;
|
||||
}
|
||||
}
|
||||
);
|
||||
|
||||
function handleClose() {
|
||||
emit("update:visible", false);
|
||||
}
|
||||
|
||||
/** 抽屉打开后刷新各 Tab 数据 */
|
||||
function loadAll() {
|
||||
if (!props.project?.id) return;
|
||||
contactRef.value?.reload();
|
||||
followRef.value?.reload();
|
||||
attachRef.value?.reload();
|
||||
docsRef.value?.reload();
|
||||
logRef.value?.reload();
|
||||
}
|
||||
|
||||
defineExpose({ loadAll });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
:deep(.el-drawer__body) {
|
||||
overflow-x: hidden;
|
||||
}
|
||||
|
||||
.project-detail {
|
||||
.detail-tabs {
|
||||
// 横向 flex：导航固定宽 + 内容区占满剩余宽度
|
||||
display: flex;
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
|
||||
// 关键：内容区占满「容器剩余宽度」并允许收缩，内部表格才能随容器自适应
|
||||
:deep(.el-tabs__content) {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
padding-left: 4px;
|
||||
}
|
||||
|
||||
:deep(.el-tabs__header) {
|
||||
margin-right: 12px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
:deep(.el-tabs__item) {
|
||||
justify-content: flex-start;
|
||||
text-align: left;
|
||||
padding: 0 12px;
|
||||
min-width: 96px;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
:deep(.el-tab-pane) {
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
:deep(.el-table) {
|
||||
width: 100%;
|
||||
|
||||
// 操作列：链接按钮去掉自带内边距、缩小间距，避免「编辑/删除」被挤成两行
|
||||
.el-button.is-link {
|
||||
padding: 0;
|
||||
height: auto;
|
||||
min-height: auto;
|
||||
}
|
||||
|
||||
.el-button + .el-button {
|
||||
margin-left: 6px;
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,156 @@
|
||||
<template>
|
||||
<div class="detail-attach">
|
||||
<div class="tab-toolbar">
|
||||
<el-upload :show-file-list="false" :http-request="handleUpload" :disabled="uploading">
|
||||
<el-button type="primary" size="small" :icon="Upload" :loading="uploading">上传附件</el-button>
|
||||
</el-upload>
|
||||
<span v-if="tip" class="tip">{{ tip }}</span>
|
||||
</div>
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="文件名" min-width="170" show-overflow-tooltip>
|
||||
<template #default="{ row }">
|
||||
<a :href="row.file_url" target="_blank" class="file-link">{{ row.file_name || "-" }}</a>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column v-if="showStage" label="阶段" min-width="62" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag size="small" effect="plain" :type="pipelineStageTag(row.related_type)">
|
||||
{{ pipelineStageText(row.related_type) }}
|
||||
</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="大小" min-width="78" align="right">
|
||||
<template #default="{ row }">{{ formatFileSize(row.file_size) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="uploader_name" label="上传人" min-width="78" show-overflow-tooltip />
|
||||
<el-table-column label="上传时间" min-width="140">
|
||||
<template #default="{ row }">{{ formatDateTime(row.create_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="操作" width="76" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无附件" :image-size="60" /></template>
|
||||
</el-table>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Upload } from "@element-plus/icons-vue";
|
||||
import { getAttachList, addAttach, deleteAttach } from "@/api/crmPipeline";
|
||||
import { uploadFile } from "@/api/file";
|
||||
import { formatDateTime, pipelineStageText, pipelineStageTag } from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 3 },
|
||||
// 工具栏提示文案
|
||||
tip: { type: String, default: "" },
|
||||
// 是否累积展示上游链路的附件（线索 + 商机 + 项目）
|
||||
includeSource: { type: Boolean, default: false },
|
||||
// 是否展示「阶段」列
|
||||
showStage: { type: Boolean, default: false },
|
||||
});
|
||||
const emit = defineEmits(["count"]);
|
||||
|
||||
const loading = ref(false);
|
||||
const uploading = ref(false);
|
||||
const list = ref([]);
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const params = {
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
};
|
||||
if (props.includeSource) params.include_source = 1;
|
||||
const res = await getAttachList(params);
|
||||
list.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
async function handleUpload(options) {
|
||||
const file = options.file;
|
||||
uploading.value = true;
|
||||
try {
|
||||
const fd = new FormData();
|
||||
fd.append("file", file);
|
||||
const res = await uploadFile(fd);
|
||||
const data = res?.data || {};
|
||||
await addAttach({
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
file_id: data.id || 0,
|
||||
file_name: data.name || file.name,
|
||||
file_url: data.url || "",
|
||||
file_size: file.size || 0,
|
||||
});
|
||||
ElMessage.success("上传成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "上传失败");
|
||||
} finally {
|
||||
uploading.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(`确定删除附件「${row.file_name}」吗？`, "删除确认", { type: "warning" });
|
||||
await deleteAttach({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
function formatFileSize(size) {
|
||||
const n = Number(size) || 0;
|
||||
if (n < 1024) return `${n} B`;
|
||||
if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
|
||||
return `${(n / 1024 / 1024).toFixed(2)} MB`;
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
|
||||
.tip {
|
||||
font-size: 12px;
|
||||
color: var(--el-text-color-secondary);
|
||||
}
|
||||
}
|
||||
|
||||
.file-link {
|
||||
color: var(--el-color-primary);
|
||||
text-decoration: none;
|
||||
|
||||
&:hover {
|
||||
text-decoration: underline;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,42 @@
|
||||
<template>
|
||||
<el-descriptions v-if="project" :column="2" border size="small">
|
||||
<el-descriptions-item label="项目名称" :span="2">{{ project.project_name }}</el-descriptions-item>
|
||||
<el-descriptions-item label="项目编号">{{ project.project_no || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户名称">{{ project.customer_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="项目金额">{{ formatMoney(project.amount) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="项目状态">
|
||||
<el-tag :type="projectStatusTag(project.status)" size="small">
|
||||
{{ projectStatusText(project.status) }}
|
||||
</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="负责人">{{ project.owner_user_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户行业">{{ project.industry || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="开始日期">{{ formatDateOnly(project.start_date) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="结束日期">{{ formatDateOnly(project.end_date) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="来源商机">
|
||||
{{ project.business_name || (project.business_id ? `#${project.business_id}` : "-") }}
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人">{{ project.contact_person || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人职位">{{ project.contact_position || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人手机">{{ project.contact_phone || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="项目地址" :span="2">{{ project.address || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="创建时间">{{ formatDateTime(project.create_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="更新时间">{{ formatDateTime(project.update_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="备注" :span="2">{{ project.remark || "-" }}</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import {
|
||||
projectStatusText,
|
||||
projectStatusTag,
|
||||
formatDateTime,
|
||||
formatMoney,
|
||||
formatDateOnly,
|
||||
} from "../../dict";
|
||||
|
||||
defineProps({
|
||||
// 项目详情对象
|
||||
project: { type: Object, default: null },
|
||||
});
|
||||
</script>
|
||||
@@ -0,0 +1,378 @@
|
||||
<template>
|
||||
<div class="detail-contact">
|
||||
<div class="tab-toolbar">
|
||||
<el-button
|
||||
type="primary"
|
||||
size="small"
|
||||
:icon="Plus"
|
||||
:disabled="!companyId"
|
||||
@click="openEdit(null)"
|
||||
>
|
||||
新增联系人
|
||||
</el-button>
|
||||
</div>
|
||||
<el-alert
|
||||
v-if="!companyId"
|
||||
type="info"
|
||||
:closable="false"
|
||||
show-icon
|
||||
title="该项目未关联正式客户，暂无正式联系人"
|
||||
style="margin-bottom: 12px"
|
||||
/>
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="姓名" min-width="95">
|
||||
<template #default="{ row }">
|
||||
{{ row.name }}
|
||||
<el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">主要</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="性别" min-width="50" align="center">
|
||||
<template #default="{ row }">{{ genderText(row.gender) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="状态" min-width="60" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag :type="Number(row.status) === 1 ? 'success' : 'info'" size="small">
|
||||
{{ Number(row.status) === 1 ? "在职" : "离职" }}
|
||||
</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="department" label="部门" min-width="70" show-overflow-tooltip />
|
||||
<el-table-column prop="position" label="职位" min-width="70" show-overflow-tooltip />
|
||||
<el-table-column label="手机" min-width="100" show-overflow-tooltip>
|
||||
<template #default="{ row }">{{ formatMobiles(row.mobiles) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="phone" label="座机" min-width="78" show-overflow-tooltip />
|
||||
<el-table-column prop="email" label="邮箱" min-width="100" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="96" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无联系人" :image-size="60" /></template>
|
||||
</el-table>
|
||||
|
||||
<!-- 联系人编辑（参数与 ERP 通讯录一致） -->
|
||||
<el-dialog
|
||||
v-model="dialog"
|
||||
:title="form.id ? '编辑联系人' : '新增联系人'"
|
||||
width="640px"
|
||||
append-to-body
|
||||
:close-on-click-modal="false"
|
||||
>
|
||||
<el-form ref="formRef" :model="form" :rules="rules" label-width="90px" label-position="right">
|
||||
<el-row :gutter="16">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="姓名" prop="name">
|
||||
<el-input v-model="form.name" placeholder="请输入姓名" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="性别" prop="gender">
|
||||
<el-select v-model="form.gender" placeholder="请选择" style="width: 100%">
|
||||
<el-option label="未知" :value="0" />
|
||||
<el-option label="男" :value="1" />
|
||||
<el-option label="女" :value="2" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="部门" prop="department">
|
||||
<el-input v-model="form.department" placeholder="请输入部门" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="职位" prop="position">
|
||||
<el-input v-model="form.position" placeholder="请输入职位" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="座机" prop="phone">
|
||||
<el-input v-model="form.phone" placeholder="请输入座机号" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="邮箱" prop="email">
|
||||
<el-input v-model="form.email" placeholder="请输入邮箱" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
|
||||
<!-- 手机（动态，最多5个） -->
|
||||
<el-form-item label="手机">
|
||||
<div class="mobile-list">
|
||||
<div v-for="(m, idx) in form.mobiles" :key="idx" class="mobile-item">
|
||||
<el-input v-model="form.mobiles[idx]" placeholder="请输入手机号" style="flex: 1" />
|
||||
<el-button :icon="Delete" :disabled="form.mobiles.length <= 1" @click="removeMobile(idx)" />
|
||||
</div>
|
||||
<el-button v-if="form.mobiles.length < 5" type="primary" plain :icon="Plus" @click="addMobile">
|
||||
添加手机号（{{ form.mobiles.length }}/5）
|
||||
</el-button>
|
||||
</div>
|
||||
</el-form-item>
|
||||
|
||||
<el-row :gutter="16">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="微信" prop="wechat">
|
||||
<el-input v-model="form.wechat" placeholder="请输入微信号" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="QQ" prop="qq">
|
||||
<el-input v-model="form.qq" placeholder="请输入QQ号" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="钉钉" prop="dingtalk">
|
||||
<el-input v-model="form.dingtalk" placeholder="请输入钉钉号" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="主要联系人" prop="is_primary">
|
||||
<el-switch
|
||||
v-model="form.is_primary"
|
||||
:active-value="1"
|
||||
:inactive-value="0"
|
||||
active-text="是"
|
||||
inactive-text="否"
|
||||
/>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="人员状态" prop="status">
|
||||
<el-select v-model="form.status" placeholder="请选择" style="width: 100%">
|
||||
<el-option label="在职" :value="1" />
|
||||
<el-option label="离职" :value="0" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="家庭住址" prop="home_address">
|
||||
<el-input v-model="form.home_address" placeholder="请输入家庭住址" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="备注" prop="remark">
|
||||
<el-input v-model="form.remark" type="textarea" :rows="3" placeholder="请输入备注" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
</el-form>
|
||||
<template #footer>
|
||||
<el-button @click="dialog = false">取消</el-button>
|
||||
<el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Plus, Delete } from "@element-plus/icons-vue";
|
||||
import {
|
||||
getCompanyContactList,
|
||||
createCompanyContact,
|
||||
updateCompanyContact,
|
||||
deleteCompanyContact,
|
||||
} from "@/api/companyContact";
|
||||
|
||||
const props = defineProps({
|
||||
// 正式客户ID（项目关联的 customer_id）
|
||||
companyId: { type: [Number, String], default: null },
|
||||
// 正式客户类型
|
||||
companyType: { type: String, default: "customer" },
|
||||
});
|
||||
const emit = defineEmits(["count"]);
|
||||
|
||||
const loading = ref(false);
|
||||
const saving = ref(false);
|
||||
const list = ref([]);
|
||||
const dialog = ref(false);
|
||||
const formRef = ref();
|
||||
|
||||
// 联系人表单：字段与 ERP 通讯录（contactBook.vue）完全一致
|
||||
const defaultForm = () => ({
|
||||
id: null,
|
||||
name: "",
|
||||
gender: 0,
|
||||
phone: "",
|
||||
mobiles: [""],
|
||||
wechat: "",
|
||||
qq: "",
|
||||
dingtalk: "",
|
||||
email: "",
|
||||
department: "",
|
||||
position: "",
|
||||
home_address: "",
|
||||
is_primary: 0,
|
||||
status: 1,
|
||||
remark: "",
|
||||
});
|
||||
const form = reactive(defaultForm());
|
||||
|
||||
const rules = {
|
||||
name: [{ required: true, message: "请输入姓名", trigger: "blur" }],
|
||||
};
|
||||
|
||||
function genderText(g) {
|
||||
if (Number(g) === 1) return "男";
|
||||
if (Number(g) === 2) return "女";
|
||||
return "未知";
|
||||
}
|
||||
|
||||
function formatMobiles(mobiles) {
|
||||
if (!mobiles) return "-";
|
||||
try {
|
||||
const arr = typeof mobiles === "string" ? JSON.parse(mobiles) : mobiles;
|
||||
if (!Array.isArray(arr)) return "-";
|
||||
return arr.filter((m) => m && String(m).trim()).join("、") || "-";
|
||||
} catch (e) {
|
||||
return "-";
|
||||
}
|
||||
}
|
||||
|
||||
function addMobile() {
|
||||
if (form.mobiles.length < 5) form.mobiles.push("");
|
||||
}
|
||||
|
||||
function removeMobile(idx) {
|
||||
if (form.mobiles.length > 1) form.mobiles.splice(idx, 1);
|
||||
}
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.companyId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const res = await getCompanyContactList({
|
||||
company_type: props.companyType,
|
||||
company_id: props.companyId,
|
||||
});
|
||||
const data = res?.data || {};
|
||||
list.value = Array.isArray(data) ? data : data.list || [];
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
function openEdit(row) {
|
||||
if (!props.companyId) {
|
||||
ElMessage.warning("该项目未关联正式客户，暂无正式联系人");
|
||||
return;
|
||||
}
|
||||
Object.assign(form, defaultForm());
|
||||
if (row) {
|
||||
let mobiles = [""];
|
||||
try {
|
||||
mobiles = row.mobiles ? (typeof row.mobiles === "string" ? JSON.parse(row.mobiles) : row.mobiles) : [""];
|
||||
if (!Array.isArray(mobiles) || mobiles.length === 0) mobiles = [""];
|
||||
} catch (e) {
|
||||
mobiles = [""];
|
||||
}
|
||||
Object.assign(form, {
|
||||
id: row.id,
|
||||
name: row.name || "",
|
||||
gender: Number(row.gender) || 0,
|
||||
phone: row.phone || "",
|
||||
mobiles,
|
||||
wechat: row.wechat || "",
|
||||
qq: row.qq || "",
|
||||
dingtalk: row.dingtalk || "",
|
||||
email: row.email || "",
|
||||
department: row.department || "",
|
||||
position: row.position || "",
|
||||
home_address: row.home_address || "",
|
||||
is_primary: Number(row.is_primary) === 1 ? 1 : 0,
|
||||
status: row.status === undefined || row.status === null ? 1 : Number(row.status),
|
||||
remark: row.remark || "",
|
||||
});
|
||||
}
|
||||
dialog.value = true;
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
if (formRef.value) {
|
||||
try {
|
||||
await formRef.value.validate();
|
||||
} catch (e) {
|
||||
return;
|
||||
}
|
||||
}
|
||||
// 过滤空手机号后按 JSON 数组提交（与 ERP 通讯录一致）
|
||||
const validMobiles = form.mobiles.filter((m) => m && String(m).trim());
|
||||
saving.value = true;
|
||||
try {
|
||||
const payload = {
|
||||
company_type: props.companyType,
|
||||
company_id: Number(props.companyId),
|
||||
name: form.name,
|
||||
gender: form.gender,
|
||||
phone: form.phone,
|
||||
mobiles: JSON.stringify(validMobiles),
|
||||
wechat: form.wechat,
|
||||
qq: form.qq,
|
||||
dingtalk: form.dingtalk,
|
||||
email: form.email,
|
||||
department: form.department,
|
||||
position: form.position,
|
||||
home_address: form.home_address,
|
||||
is_primary: form.is_primary,
|
||||
status: form.status,
|
||||
remark: form.remark,
|
||||
};
|
||||
if (form.id) {
|
||||
await updateCompanyContact(form.id, payload);
|
||||
} else {
|
||||
await createCompanyContact(payload);
|
||||
}
|
||||
ElMessage.success("保存成功");
|
||||
dialog.value = false;
|
||||
reload();
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "保存失败");
|
||||
} finally {
|
||||
saving.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(`确定删除联系人「${row.name}」吗？`, "删除确认", { type: "warning" });
|
||||
await deleteCompanyContact(row.id);
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
.mobile-list {
|
||||
width: 100%;
|
||||
|
||||
.mobile-item {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,507 @@
|
||||
<template>
|
||||
<div class="detail-docs">
|
||||
<div class="docs-layout">
|
||||
<!-- 左侧：文件夹分类树 -->
|
||||
<aside class="docs-side">
|
||||
<div class="side-header">
|
||||
<span class="side-title">
|
||||
<el-icon><Folder /></el-icon>
|
||||
文件夹分类
|
||||
</span>
|
||||
<el-tooltip content="在当前选中的文件夹下新建子文件夹" placement="top">
|
||||
<el-button
|
||||
link
|
||||
type="primary"
|
||||
size="small"
|
||||
:icon="FolderAdd"
|
||||
@click="handleCreateFolder"
|
||||
>新建</el-button
|
||||
>
|
||||
</el-tooltip>
|
||||
</div>
|
||||
<el-scrollbar class="side-tree">
|
||||
<el-tree
|
||||
ref="treeRef"
|
||||
:data="folderTree"
|
||||
node-key="id"
|
||||
:props="{ label: 'name', children: 'children' }"
|
||||
highlight-current
|
||||
default-expand-all
|
||||
:expand-on-click-node="false"
|
||||
@node-click="handleNodeClick"
|
||||
>
|
||||
<template #default="{ data }">
|
||||
<span class="tree-node">
|
||||
<el-icon class="tree-node-icon"><Folder /></el-icon>
|
||||
<span class="tree-node-label" :title="data.name">{{ data.name }}</span>
|
||||
<span v-if="data.doc_count > 0" class="tree-node-count">{{ data.doc_count }}</span>
|
||||
</span>
|
||||
</template>
|
||||
</el-tree>
|
||||
</el-scrollbar>
|
||||
</aside>
|
||||
|
||||
<!-- 右侧：当前文件夹内容与文档列表 -->
|
||||
<section class="docs-main">
|
||||
<div class="tab-toolbar">
|
||||
<div class="current-folder">
|
||||
<el-icon><FolderOpened /></el-icon>
|
||||
<span class="current-folder-name" :title="currentFolderLabel">
|
||||
{{ currentFolderLabel }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="toolbar-actions">
|
||||
<el-button
|
||||
size="small"
|
||||
:icon="FolderDelete"
|
||||
:disabled="!isSubFolder"
|
||||
@click="handleDeleteFolder"
|
||||
>删除文件夹</el-button
|
||||
>
|
||||
<el-upload
|
||||
:show-file-list="false"
|
||||
:http-request="handleUpload"
|
||||
:disabled="uploading"
|
||||
multiple
|
||||
>
|
||||
<el-button type="primary" size="small" :icon="Upload" :loading="uploading">
|
||||
上传项目文档
|
||||
</el-button>
|
||||
</el-upload>
|
||||
<el-button size="small" :icon="Refresh" :disabled="loading" @click="reload">刷新</el-button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="文件名" min-width="150" show-overflow-tooltip>
|
||||
<template #default="{ row }">
|
||||
<a :href="row.file_url" target="_blank" class="file-link">
|
||||
{{ row.file_name || row.title || "-" }}
|
||||
</a>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="类型" width="64" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag size="small" effect="plain">{{ docTypeText(row.doc_type) }}</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="所在文件夹" min-width="88" show-overflow-tooltip>
|
||||
<template #default="{ row }">{{ row.folder_name || projectName || "-" }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="大小" min-width="72" align="right">
|
||||
<template #default="{ row }">{{ formatFileSize(row.size) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="creator_name" label="上传人" min-width="70" show-overflow-tooltip />
|
||||
<el-table-column label="上传时间" min-width="132">
|
||||
<template #default="{ row }">{{ formatDateTime(row.create_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="操作" width="64" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无项目文档" :image-size="60" /></template>
|
||||
</el-table>
|
||||
</section>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { computed, nextTick, ref } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import {
|
||||
Upload,
|
||||
Refresh,
|
||||
FolderAdd,
|
||||
FolderDelete,
|
||||
Folder,
|
||||
FolderOpened,
|
||||
} from "@element-plus/icons-vue";
|
||||
import {
|
||||
getProjectDocs,
|
||||
uploadProjectDoc,
|
||||
deleteProjectDoc,
|
||||
createProjectDocFolder,
|
||||
deleteProjectDocFolder,
|
||||
} from "@/api/crmPipeline";
|
||||
import { uploadFile } from "@/api/file";
|
||||
import { formatDateTime } from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 项目ID
|
||||
projectId: { type: [Number, String], default: null },
|
||||
// 项目名称（用于提示文案与文件夹名兜底）
|
||||
projectName: { type: String, default: "" },
|
||||
});
|
||||
const emit = defineEmits(["count"]);
|
||||
|
||||
// doc_type: 0-其他 1-文档 2-表格 3-演示 4-PDF 5-图片 6-压缩包 7-视频 8-音频
|
||||
const DOC_TYPE_TEXT = {
|
||||
0: "其他",
|
||||
1: "文档",
|
||||
2: "表格",
|
||||
3: "演示",
|
||||
4: "PDF",
|
||||
5: "图片",
|
||||
6: "压缩包",
|
||||
7: "视频",
|
||||
8: "音频",
|
||||
};
|
||||
|
||||
const loading = ref(false);
|
||||
const uploading = ref(false);
|
||||
const pending = ref(0);
|
||||
const list = ref([]);
|
||||
// 项目文件夹树（根为项目文件夹，子节点为项目内新建的文件夹＝文档库子分类）
|
||||
const folderTree = ref([]);
|
||||
// 项目根文件夹分类ID
|
||||
const rootId = ref(0);
|
||||
// 当前选中的文件夹（默认为项目根文件夹＝项目名称；同时作为上传/新建的目标位置）
|
||||
const selectedFolder = ref(null);
|
||||
const treeRef = ref(null);
|
||||
|
||||
// 选中的是否为「项目内子文件夹」（项目根文件夹不可删除）
|
||||
const isSubFolder = computed(
|
||||
() => !!selectedFolder.value && selectedFolder.value !== rootId.value
|
||||
);
|
||||
const currentFolderName = computed(() => {
|
||||
if (!selectedFolder.value) return "项目根文件夹";
|
||||
return findFolder(folderTree.value, selectedFolder.value)?.name || "项目根文件夹";
|
||||
});
|
||||
// 右侧标题：当前浏览的文件夹
|
||||
const currentFolderLabel = computed(() => {
|
||||
if (selectedFolder.value === rootId.value) {
|
||||
return props.projectName || "项目根文件夹";
|
||||
}
|
||||
return findFolder(folderTree.value, selectedFolder.value)?.name || "项目根文件夹";
|
||||
});
|
||||
|
||||
function findFolder(nodes, id) {
|
||||
for (const node of nodes || []) {
|
||||
if (node.id === id) return node;
|
||||
const hit = findFolder(node.children, id);
|
||||
if (hit) return hit;
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
/** 左侧树节点点击：切换筛选文件夹 */
|
||||
function handleNodeClick(data) {
|
||||
if (!data.id || data.id === selectedFolder.value) return;
|
||||
selectedFolder.value = data.id;
|
||||
reload();
|
||||
}
|
||||
|
||||
/** 同步左侧树的高亮节点 */
|
||||
function syncTreeHighlight() {
|
||||
nextTick(() => {
|
||||
treeRef.value?.setCurrentKey(selectedFolder.value || rootId.value);
|
||||
});
|
||||
}
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.projectId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const params = { page: 1, pageSize: 200 };
|
||||
if (selectedFolder.value) params.category_id = selectedFolder.value;
|
||||
const res = await getProjectDocs(props.projectId, params);
|
||||
const data = res?.data || {};
|
||||
rootId.value = data.category_id || 0;
|
||||
list.value = data.list || [];
|
||||
folderTree.value = data.folders || [];
|
||||
// 兜底：默认选中项目根文件夹（项目名称）；选中的文件夹已被删除时回到根
|
||||
if (!selectedFolder.value || !findFolder(folderTree.value, selectedFolder.value)) {
|
||||
selectedFolder.value = rootId.value;
|
||||
}
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
syncTreeHighlight();
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
function extOf(name) {
|
||||
const n = String(name || "");
|
||||
const i = n.lastIndexOf(".");
|
||||
return i > -1 ? n.slice(i + 1).toLowerCase() : "";
|
||||
}
|
||||
|
||||
function docTypeText(type) {
|
||||
return DOC_TYPE_TEXT[Number(type)] || "其他";
|
||||
}
|
||||
|
||||
function formatFileSize(size) {
|
||||
const n = Number(size) || 0;
|
||||
if (!n) return "-";
|
||||
if (n < 1024) return `${n} B`;
|
||||
if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
|
||||
return `${(n / 1024 / 1024).toFixed(2)} MB`;
|
||||
}
|
||||
|
||||
/** 新建文件夹：在选中文件夹（缺省为项目根文件夹）下创建子文件夹，同步为文档库分类 */
|
||||
async function handleCreateFolder() {
|
||||
if (!rootId.value) {
|
||||
ElMessage.warning("项目文件夹尚未就绪，请刷新后重试");
|
||||
return;
|
||||
}
|
||||
try {
|
||||
const { value } = await ElMessageBox.prompt(
|
||||
`将在「${currentFolderName.value}」下创建子文件夹（同步到文档库分类）`,
|
||||
"新建文件夹",
|
||||
{
|
||||
confirmButtonText: "创建",
|
||||
cancelButtonText: "取消",
|
||||
inputPlaceholder: "请输入文件夹名称",
|
||||
inputValidator: (v) => (String(v || "").trim() ? true : "文件夹名称不能为空"),
|
||||
}
|
||||
);
|
||||
const name = String(value || "").trim();
|
||||
const res = await createProjectDocFolder(props.projectId, {
|
||||
name,
|
||||
parent_id: selectedFolder.value || rootId.value,
|
||||
});
|
||||
if (res?.code !== 200) throw new Error(res?.msg || "创建失败");
|
||||
ElMessage.success(`文件夹「${name}」已创建并同步到文档库`);
|
||||
// 新建后定位到新文件夹（reload 返回的树中查找同名新建项）
|
||||
const created = res?.data?.id;
|
||||
if (created) selectedFolder.value = Number(created);
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e?.message || "创建失败");
|
||||
}
|
||||
}
|
||||
|
||||
/** 删除文件夹：仅限项目内子文件夹，且需为空（无子文件夹、无文档） */
|
||||
async function handleDeleteFolder() {
|
||||
if (!isSubFolder.value) return;
|
||||
const name = findFolder(folderTree.value, selectedFolder.value)?.name || "该文件夹";
|
||||
try {
|
||||
await ElMessageBox.confirm(
|
||||
`确定删除文件夹「${name}」吗？需为空文件夹（无子文件夹、无文档），文档库中同步删除。`,
|
||||
"删除确认",
|
||||
{ type: "warning" }
|
||||
);
|
||||
const res = await deleteProjectDocFolder(props.projectId, {
|
||||
folder_id: selectedFolder.value,
|
||||
});
|
||||
if (res?.code !== 200) throw new Error(res?.msg || "删除失败");
|
||||
ElMessage.success("文件夹已删除");
|
||||
selectedFolder.value = null;
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e?.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* 上传项目文档：文件先经 /backend/uploadfile 落地，
|
||||
* 再经项目接口同步写入文档库「当前选中的文件夹」（缺省为项目根文件夹）。
|
||||
*/
|
||||
async function handleUpload(options) {
|
||||
const file = options.file;
|
||||
if (!file || !props.projectId) return;
|
||||
const targetFolder = selectedFolder.value || rootId.value || 0;
|
||||
pending.value += 1;
|
||||
uploading.value = true;
|
||||
try {
|
||||
const fd = new FormData();
|
||||
fd.append("file", file);
|
||||
const upRes = await uploadFile(fd);
|
||||
// 秒传命中时返回 code=201，同样携带 url/id/name
|
||||
if (upRes?.code !== 200 && upRes?.code !== 201) {
|
||||
throw new Error(upRes?.msg || "上传失败");
|
||||
}
|
||||
const data = upRes?.data || {};
|
||||
const name = data.name || file.name;
|
||||
const res = await uploadProjectDoc(props.projectId, {
|
||||
file_id: data.id || 0,
|
||||
file_name: name,
|
||||
file_url: data.url || "",
|
||||
file_size: file.size || 0,
|
||||
ext: extOf(name),
|
||||
category_id: targetFolder,
|
||||
});
|
||||
if (res?.code !== 200) {
|
||||
throw new Error(res?.msg || "同步文档库失败");
|
||||
}
|
||||
ElMessage.success(`「${file.name}」已上传到「${currentFolderName.value}」并同步到文档库`);
|
||||
} catch (e) {
|
||||
ElMessage.error(`「${file.name}」${e?.message || "上传失败"}`);
|
||||
} finally {
|
||||
pending.value -= 1;
|
||||
uploading.value = pending.value > 0;
|
||||
if (pending.value === 0) reload();
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(
|
||||
`确定删除文档「${row.file_name || row.title}」吗？文档库中的文件将一并删除。`,
|
||||
"删除确认",
|
||||
{ type: "warning" }
|
||||
);
|
||||
const res = await deleteProjectDoc(props.projectId, { doc_id: row.id });
|
||||
if (res?.code !== 200) throw new Error(res?.msg || "删除失败");
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e?.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.docs-layout {
|
||||
display: flex;
|
||||
align-items: stretch;
|
||||
gap: 10px;
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
/* 左侧：文件夹分类树 */
|
||||
.docs-side {
|
||||
width: 190px;
|
||||
flex-shrink: 0;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
border: 1px solid var(--el-border-color-lighter);
|
||||
border-radius: 6px;
|
||||
background: var(--el-fill-color-extra-light);
|
||||
overflow: hidden;
|
||||
|
||||
.side-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
padding: 7px 10px;
|
||||
border-bottom: 1px solid var(--el-border-color-lighter);
|
||||
background: var(--el-fill-color-light);
|
||||
|
||||
.side-title {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: var(--el-text-color-primary);
|
||||
|
||||
.el-icon {
|
||||
color: var(--el-color-warning);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.side-tree {
|
||||
flex: 1;
|
||||
max-height: 420px;
|
||||
|
||||
:deep(.el-tree) {
|
||||
background: transparent;
|
||||
padding: 6px 4px;
|
||||
--el-tree-node-content-height: 28px;
|
||||
font-size: 13px;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.tree-node {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
padding-right: 4px;
|
||||
|
||||
.tree-node-icon {
|
||||
flex-shrink: 0;
|
||||
color: var(--el-color-warning);
|
||||
}
|
||||
|
||||
.tree-node-label {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.tree-node-count {
|
||||
flex-shrink: 0;
|
||||
min-width: 16px;
|
||||
padding: 0 5px;
|
||||
border-radius: 8px;
|
||||
background: var(--el-fill-color);
|
||||
color: var(--el-text-color-secondary);
|
||||
font-size: 11px;
|
||||
line-height: 16px;
|
||||
text-align: center;
|
||||
}
|
||||
}
|
||||
|
||||
/* 右侧：文档列表 */
|
||||
.docs-main {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
}
|
||||
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
margin-bottom: 8px;
|
||||
|
||||
.current-folder {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
min-width: 0;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: var(--el-text-color-primary);
|
||||
|
||||
.el-icon {
|
||||
flex-shrink: 0;
|
||||
color: var(--el-color-warning);
|
||||
}
|
||||
|
||||
.current-folder-name {
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
|
||||
.toolbar-actions {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.file-link {
|
||||
color: var(--el-color-primary);
|
||||
text-decoration: none;
|
||||
|
||||
&:hover {
|
||||
text-decoration: underline;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,315 @@
|
||||
<template>
|
||||
<div class="detail-follow">
|
||||
<div class="tab-toolbar">
|
||||
<el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增回访</el-button>
|
||||
</div>
|
||||
<el-table :data="list" v-loading="loading" stripe border size="small">
|
||||
<el-table-column label="回访时间" min-width="132">
|
||||
<template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="阶段" min-width="58" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-tag size="small" effect="plain" :type="pipelineStageTag(row.stage || row.related_type)">
|
||||
{{ pipelineStageText(row.stage || row.related_type) }}
|
||||
</el-tag>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="方式" min-width="58" align="center">
|
||||
<template #default="{ row }">{{ followTypeText(row.follow_type) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="回访内容" min-width="150">
|
||||
<template #default="{ row }">
|
||||
<div class="follow-content" v-html="row._textHtml"></div>
|
||||
<div v-if="row._images && row._images.length" class="follow-images">
|
||||
<div
|
||||
v-for="(url, idx) in row._images"
|
||||
:key="idx"
|
||||
class="follow-image"
|
||||
@click="openPreview(row._images, idx)"
|
||||
>
|
||||
<img :src="url" alt="" />
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<el-table-column label="下次联系" min-width="132">
|
||||
<template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="owner_user_name" label="回访人" min-width="70" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="96" align="center">
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
<template #empty><el-empty description="暂无跟进记录" :image-size="60" /></template>
|
||||
</el-table>
|
||||
|
||||
<!-- 回访编辑 -->
|
||||
<el-dialog v-model="dialog" :title="form.id ? '编辑回访' : '新增回访'" width="520px" append-to-body>
|
||||
<el-form :model="form" label-width="90px">
|
||||
<el-form-item label="回访阶段">
|
||||
<el-select v-model="form.stage" style="width: 100%">
|
||||
<el-option
|
||||
v-for="i in PIPELINE_RELATED_TYPE_OPTIONS"
|
||||
:key="i.value"
|
||||
:label="i.label"
|
||||
:value="i.value"
|
||||
/>
|
||||
</el-select>
|
||||
<div style="font-size: 12px; color: var(--el-text-color-secondary); line-height: 1.4; margin-top: 2px">
|
||||
按该次沟通实际发生的阶段记录，默认当前阶段
|
||||
</div>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访方式">
|
||||
<el-select v-model="form.follow_type" style="width: 100%">
|
||||
<el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访时间">
|
||||
<el-date-picker
|
||||
v-model="form.follow_time"
|
||||
type="datetime"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="回访内容" required>
|
||||
<RichContentEditor
|
||||
v-model="form.content"
|
||||
:min-height="120"
|
||||
placeholder="请输入回访内容，可粘贴或上传图片"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="下次联系">
|
||||
<el-date-picker
|
||||
v-model="form.next_contact_time"
|
||||
type="datetime"
|
||||
value-format="YYYY-MM-DD HH:mm:ss"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
<template #footer>
|
||||
<el-button @click="dialog = false">取消</el-button>
|
||||
<el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
|
||||
<!-- 跟进记录图片放大预览 -->
|
||||
<el-image-viewer
|
||||
v-if="previewVisible"
|
||||
:url-list="previewUrls"
|
||||
:initial-index="previewIndex"
|
||||
:z-index="5000"
|
||||
@close="previewVisible = false"
|
||||
/>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive } from "vue";
|
||||
import { ElMessage, ElMessageBox, ElImageViewer } from "element-plus";
|
||||
import { Plus } from "@element-plus/icons-vue";
|
||||
import { getFollowList, addFollow, updateFollow, deleteFollow } from "@/api/crmPipeline";
|
||||
import RichContentEditor from "../../components/RichContentEditor.vue";
|
||||
import {
|
||||
followTypeText,
|
||||
FOLLOW_TYPE_OPTIONS,
|
||||
PIPELINE_RELATED_TYPE_OPTIONS,
|
||||
pipelineStageText,
|
||||
pipelineStageTag,
|
||||
formatDateTime,
|
||||
} from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 3 },
|
||||
// 关联对象名称（新增回访时冗余记录）
|
||||
relatedName: { type: String, default: "" },
|
||||
// 是否累积展示上游链路的回访记录
|
||||
includeSource: { type: Boolean, default: false },
|
||||
});
|
||||
const emit = defineEmits(["count", "saved"]);
|
||||
|
||||
const loading = ref(false);
|
||||
const saving = ref(false);
|
||||
const list = ref([]);
|
||||
const dialog = ref(false);
|
||||
|
||||
// 图片预览
|
||||
const previewVisible = ref(false);
|
||||
const previewUrls = ref([]);
|
||||
const previewIndex = ref(0);
|
||||
|
||||
/** 拆分富文本：文本 HTML + 图片地址数组（图片单独用统一小方块展示） */
|
||||
function splitFollowContent(html) {
|
||||
const urls = [];
|
||||
const textHtml = String(html || "").replace(/<img[^>]*src=["']([^"']+)["'][^>]*>/gi, (m, src) => {
|
||||
if (src) urls.push(src);
|
||||
return "";
|
||||
});
|
||||
return { textHtml, urls };
|
||||
}
|
||||
|
||||
/** 点击图片方块 → 放大预览（支持同一条记录内多图切换） */
|
||||
function openPreview(urls, index) {
|
||||
if (!urls || !urls.length) return;
|
||||
previewUrls.value = urls;
|
||||
previewIndex.value = index < 0 ? 0 : index;
|
||||
previewVisible.value = true;
|
||||
}
|
||||
|
||||
const defaultForm = () => ({
|
||||
id: null,
|
||||
// 所属阶段：1线索/2商机/3项目，默认取当前详情页所在阶段
|
||||
stage: null,
|
||||
follow_type: "1",
|
||||
follow_time: "",
|
||||
content: "",
|
||||
next_contact_time: "",
|
||||
});
|
||||
const form = reactive(defaultForm());
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
emit("count", 0);
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const params = {
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
pageSize: 100,
|
||||
};
|
||||
if (props.includeSource) params.include_source = 1;
|
||||
const res = await getFollowList(params);
|
||||
const rows = res?.data?.list || [];
|
||||
list.value = rows.map((row) => {
|
||||
const { textHtml, urls } = splitFollowContent(row.content);
|
||||
return { ...row, _textHtml: textHtml, _images: urls };
|
||||
});
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
emit("count", list.value.length);
|
||||
}
|
||||
|
||||
function openEdit(row) {
|
||||
Object.assign(form, defaultForm());
|
||||
if (row) {
|
||||
Object.assign(form, row);
|
||||
// 编辑：默认保留记录原本的阶段，可手动修正
|
||||
form.stage = row.stage || row.related_type || props.relatedType;
|
||||
} else {
|
||||
// 新增：默认取当前详情页所在阶段（线索/商机/项目）
|
||||
form.stage = props.relatedType;
|
||||
}
|
||||
dialog.value = true;
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
const plainText = String(form.content || "")
|
||||
.replace(/<[^>]*>/g, "")
|
||||
.replace(/ /g, " ")
|
||||
.trim();
|
||||
if (!plainText && !/<img/i.test(form.content || "")) {
|
||||
ElMessage.warning("请输入回访内容");
|
||||
return;
|
||||
}
|
||||
saving.value = true;
|
||||
try {
|
||||
if (form.id) {
|
||||
// 编辑：同步提交修正后的阶段（后端仅在传入合法阶段时更新）
|
||||
await updateFollow({ ...form, stage: form.stage || undefined });
|
||||
} else {
|
||||
await addFollow({
|
||||
...form,
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
related_name: props.relatedName,
|
||||
stage: form.stage || props.relatedType,
|
||||
});
|
||||
}
|
||||
ElMessage.success("保存成功");
|
||||
dialog.value = false;
|
||||
reload();
|
||||
emit("saved");
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "保存失败");
|
||||
} finally {
|
||||
saving.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
|
||||
await deleteFollow({ id: row.id });
|
||||
ElMessage.success("删除成功");
|
||||
reload();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.tab-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
.follow-content {
|
||||
word-break: break-word;
|
||||
|
||||
:deep(img) {
|
||||
width: 60px;
|
||||
height: 60px;
|
||||
object-fit: cover;
|
||||
border-radius: 4px;
|
||||
cursor: zoom-in;
|
||||
vertical-align: middle;
|
||||
margin: 2px 6px 2px 0;
|
||||
}
|
||||
}
|
||||
|
||||
.follow-images {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 6px;
|
||||
margin-top: 4px;
|
||||
|
||||
.follow-image {
|
||||
width: 60px;
|
||||
height: 60px;
|
||||
border-radius: 4px;
|
||||
overflow: hidden;
|
||||
cursor: zoom-in;
|
||||
border: 1px solid var(--el-border-color-lighter);
|
||||
background: var(--el-fill-color-light);
|
||||
|
||||
img {
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
object-fit: cover;
|
||||
display: block;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
border-color: var(--el-color-primary);
|
||||
}
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -0,0 +1,63 @@
|
||||
<template>
|
||||
<el-timeline v-loading="loading">
|
||||
<el-timeline-item
|
||||
v-for="log in list"
|
||||
:key="log.id"
|
||||
:timestamp="formatDateTime(log.create_time)"
|
||||
placement="top"
|
||||
>
|
||||
<div class="log-item">
|
||||
<span class="log-user">{{ log.operator_name || "系统" }}</span>
|
||||
<span>{{ log.content || log.action }}</span>
|
||||
</div>
|
||||
</el-timeline-item>
|
||||
<el-empty v-if="!list.length && !loading" description="暂无操作日志" :image-size="60" />
|
||||
</el-timeline>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref } from "vue";
|
||||
import { getCrmOperateLogs } from "@/api/crmPipeline";
|
||||
import { formatDateTime } from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
// 关联对象ID
|
||||
relatedId: { type: [Number, String], default: null },
|
||||
// 关联类型：1=线索 2=商机 3=项目
|
||||
relatedType: { type: Number, default: 3 },
|
||||
});
|
||||
|
||||
const loading = ref(false);
|
||||
const list = ref([]);
|
||||
|
||||
/** 供父组件（detail.vue）在抽屉打开时调用 */
|
||||
async function reload() {
|
||||
if (!props.relatedId) {
|
||||
list.value = [];
|
||||
return;
|
||||
}
|
||||
loading.value = true;
|
||||
try {
|
||||
const res = await getCrmOperateLogs({
|
||||
related_type: props.relatedType,
|
||||
related_id: props.relatedId,
|
||||
});
|
||||
list.value = res?.data?.list || [];
|
||||
} catch (e) {
|
||||
list.value = [];
|
||||
} finally {
|
||||
loading.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
defineExpose({ reload });
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.log-item {
|
||||
.log-user {
|
||||
font-weight: 600;
|
||||
margin-right: 8px;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -66,7 +66,7 @@
|
||||
</el-table-column>
|
||||
<el-table-column label="操作" width="210" align="center" fixed="right">
|
||||
<template #default="{ row }">
|
||||
<el-button
|
||||
<!-- <el-button
|
||||
link
|
||||
type="primary"
|
||||
size="small"
|
||||
@@ -74,7 +74,7 @@
|
||||
@click="openContactBook(row)"
|
||||
>
|
||||
通讯录
|
||||
</el-button>
|
||||
</el-button> -->
|
||||
<el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
@@ -105,27 +105,7 @@
|
||||
:company-name="contactBookCompanyName"
|
||||
/>
|
||||
|
||||
<el-dialog v-model="detailVisible" :title="currentRow?.project_name || '项目详情'" width="720px">
|
||||
<el-descriptions v-if="currentRow" :column="2" border size="small">
|
||||
<el-descriptions-item label="项目名称" :span="2">{{ currentRow.project_name }}</el-descriptions-item>
|
||||
<el-descriptions-item label="项目编号">{{ currentRow.project_no || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户名称">{{ currentRow.customer_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="项目金额">{{ formatMoney(currentRow.amount) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="项目状态">
|
||||
<el-tag :type="projectStatusTag(currentRow.status)" size="small">
|
||||
{{ projectStatusText(currentRow.status) }}
|
||||
</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="开始日期">{{ formatDateOnly(currentRow.start_date) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="结束日期">{{ formatDateOnly(currentRow.end_date) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="负责人">{{ currentRow.owner_user_name || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人">{{ currentRow.contact_person || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人职位">{{ currentRow.contact_position || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="对接人手机">{{ currentRow.contact_phone || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="项目地址" :span="2">{{ currentRow.address || "-" }}</el-descriptions-item>
|
||||
<el-descriptions-item label="备注" :span="2">{{ currentRow.remark || "-" }}</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
</el-dialog>
|
||||
<ProjectDetail v-model:visible="detailVisible" :project="currentRow" @refresh="fetchList" />
|
||||
</div>
|
||||
</template>
|
||||
|
||||
@@ -135,6 +115,7 @@ import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Plus, Search, Refresh } from "@element-plus/icons-vue";
|
||||
import { getProjectList, deleteProject } from "@/api/crmPipeline";
|
||||
import ProjectEdit from "./components/edit.vue";
|
||||
import ProjectDetail from "./components/detail.vue";
|
||||
import ContactBook from "../../erp/components/contactBook.vue";
|
||||
import {
|
||||
PROJECT_STATUS_OPTIONS,
|
||||
|
||||
@@ -88,8 +88,10 @@ func (c *BackendCrmBusinessController) List() {
|
||||
total, _ := qs.Count()
|
||||
var list []models.TenantCrmBusiness
|
||||
if total > 0 {
|
||||
_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
|
||||
// 未转化的排前面，已转化的（locked=1）沉到列表下方
|
||||
_, _ = qs.OrderBy("locked", "-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
|
||||
}
|
||||
attachClueName(tenantID, list)
|
||||
pipelineOk(&c.Controller, map[string]interface{}{
|
||||
"list": list, "total": total, "page": page, "pageSize": pageSize,
|
||||
})
|
||||
@@ -115,6 +117,9 @@ func (c *BackendCrmBusinessController) Detail() {
|
||||
pipelineErr(&c.Controller, 404, 404, "商机未找到")
|
||||
return
|
||||
}
|
||||
tmp := []models.TenantCrmBusiness{biz}
|
||||
attachClueName(pipelineTenantID(claims), tmp)
|
||||
biz.ClueName = tmp[0].ClueName
|
||||
pipelineOk(&c.Controller, biz)
|
||||
}
|
||||
|
||||
@@ -159,7 +164,7 @@ func (c *BackendCrmBusinessController) Create() {
|
||||
}
|
||||
|
||||
ownerID := firstNonEmpty(p.OwnerUserID, pipelineUID(claims))
|
||||
ownerName := firstNonEmpty(p.OwnerUserName, claims.Username)
|
||||
ownerName := firstNonEmpty(p.OwnerUserName, resolveUserName(claims))
|
||||
stage := firstNonEmpty(p.Stage, "1")
|
||||
level := firstNonEmpty(p.Level, "2")
|
||||
now := time.Now()
|
||||
@@ -301,6 +306,10 @@ func (c *BackendCrmBusinessController) Delete() {
|
||||
pipelineErr(&c.Controller, 404, 404, "商机未找到")
|
||||
return
|
||||
}
|
||||
if biz.Locked == 1 || biz.Status == 2 {
|
||||
pipelineErr(&c.Controller, 400, 400, "商机已转化并锁定，不能删除")
|
||||
return
|
||||
}
|
||||
if !canDeleteCrmRecord(claims, biz.CreateUserID) {
|
||||
pipelineErr(&c.Controller, 403, 403, "只有创建人、租户管理员或平台管理员可以删除该商机")
|
||||
return
|
||||
|
||||
@@ -86,7 +86,8 @@ func (c *BackendCrmClueController) List() {
|
||||
total, _ := qs.Count()
|
||||
var list []models.TenantCrmClue
|
||||
if total > 0 {
|
||||
_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
|
||||
// 未转化的排前面，已转化的（locked=1）沉到列表下方
|
||||
_, _ = qs.OrderBy("locked", "-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
|
||||
}
|
||||
pipelineOk(&c.Controller, map[string]interface{}{
|
||||
"list": list, "total": total, "page": page, "pageSize": pageSize,
|
||||
@@ -145,7 +146,7 @@ func (c *BackendCrmClueController) Create() {
|
||||
ownerID = pipelineUID(claims)
|
||||
}
|
||||
if ownerName == "" {
|
||||
ownerName = claims.Username
|
||||
ownerName = resolveUserName(claims)
|
||||
}
|
||||
level := strings.TrimSpace(p.ClueLevel)
|
||||
if level == "" {
|
||||
@@ -271,6 +272,10 @@ func (c *BackendCrmClueController) Delete() {
|
||||
pipelineErr(&c.Controller, 404, 404, "线索未找到")
|
||||
return
|
||||
}
|
||||
if clue.Locked == 1 || clue.Status == 2 {
|
||||
pipelineErr(&c.Controller, 400, 400, "线索已转化并锁定，不能删除")
|
||||
return
|
||||
}
|
||||
if !canDeleteCrmRecord(claims, clue.CreateUserID) {
|
||||
pipelineErr(&c.Controller, 403, 403, "只有创建人、租户管理员或平台管理员可以删除该线索")
|
||||
return
|
||||
|
||||
@@ -7,10 +7,28 @@ import (
|
||||
|
||||
"server/models"
|
||||
"server/pkg/jwtutil"
|
||||
"server/services"
|
||||
|
||||
beego "github.com/beego/beego/v2/server/web"
|
||||
)
|
||||
|
||||
// resolveUserName 按租户 + 用户ID 解析用户显示名（优先真实姓名，退化到账号，最后退化到登录名）。
|
||||
// 注意：JWT 里的 Username 是登录账号，直接存会导致前端"负责人"显示成账号。
|
||||
func resolveUserName(claims *jwtutil.Claims) string {
|
||||
if claims == nil {
|
||||
return ""
|
||||
}
|
||||
tid := uint64(claims.TenantId)
|
||||
account, name := services.OperationLogUser(&tid, uint64(claims.UserID))
|
||||
if strings.TrimSpace(name) != "" {
|
||||
return strings.TrimSpace(name)
|
||||
}
|
||||
if strings.TrimSpace(account) != "" {
|
||||
return strings.TrimSpace(account)
|
||||
}
|
||||
return claims.Username
|
||||
}
|
||||
|
||||
// CRM 业务管线（线索/商机/项目/回访）公共辅助方法。
|
||||
// related_type 约定：1=线索 2=商机 3=项目
|
||||
|
||||
@@ -98,7 +116,7 @@ func crmWriteLog(tenantID string, relatedType int8, relatedID uint64, action, co
|
||||
operatorID, operatorName := "", ""
|
||||
if claims != nil {
|
||||
operatorID = pipelineUID(claims)
|
||||
operatorName = claims.Username
|
||||
operatorName = resolveUserName(claims)
|
||||
}
|
||||
log := models.TenantCrmOperateLog{
|
||||
TenantID: tenantID,
|
||||
@@ -245,3 +263,117 @@ func syncContactsToCompany(tenantID string, customerID uint64, contacts []models
|
||||
}
|
||||
return inserted, merged
|
||||
}
|
||||
|
||||
// relatedRef 关联对象引用（related_type + related_id）
|
||||
type relatedRef struct {
|
||||
Type int8
|
||||
ID uint64
|
||||
}
|
||||
|
||||
// relatedChain 返回详情页需要展示的关联链路（上游 + 自身），顺序：线索 → 商机 → 项目。
|
||||
// 线索 → [线索]
|
||||
// 商机 → [线索, 商机]
|
||||
// 项目 → [线索, 商机, 项目]
|
||||
// 过程数据（联系人 / 跟进记录 / 附件）只存在创建时的对象上、不做搬迁，
|
||||
// 由上层按链路累积查询，从而在商机里能看到线索阶段的数据，在项目里能看到全部阶段的数据。
|
||||
func relatedChain(tenantID string, relatedType int8, relatedID uint64) []relatedRef {
|
||||
if models.Orm == nil || relatedID == 0 {
|
||||
return []relatedRef{{Type: relatedType, ID: relatedID}}
|
||||
}
|
||||
refs := make([]relatedRef, 0, 3)
|
||||
switch relatedType {
|
||||
case 2: // 商机：来源线索 + 自身
|
||||
var biz models.TenantCrmBusiness
|
||||
if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
|
||||
Filter("id", relatedID).Filter("tenant_id", tenantID).
|
||||
Filter("delete_time__isnull", true).One(&biz); err == nil {
|
||||
if biz.ClueID != nil && *biz.ClueID > 0 {
|
||||
refs = append(refs, relatedRef{Type: 1, ID: *biz.ClueID})
|
||||
}
|
||||
}
|
||||
refs = append(refs, relatedRef{Type: 2, ID: relatedID})
|
||||
case 3: // 项目：来源商机 + 商机的来源线索 + 自身
|
||||
var proj models.TenantCrmProject
|
||||
if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
|
||||
Filter("id", relatedID).Filter("tenant_id", tenantID).
|
||||
Filter("delete_time__isnull", true).One(&proj); err == nil {
|
||||
if proj.BusinessID != nil && *proj.BusinessID > 0 {
|
||||
var biz models.TenantCrmBusiness
|
||||
if err2 := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
|
||||
Filter("id", *proj.BusinessID).Filter("tenant_id", tenantID).
|
||||
Filter("delete_time__isnull", true).One(&biz); err2 == nil {
|
||||
if biz.ClueID != nil && *biz.ClueID > 0 {
|
||||
refs = append(refs, relatedRef{Type: 1, ID: *biz.ClueID})
|
||||
}
|
||||
refs = append(refs, relatedRef{Type: 2, ID: biz.ID})
|
||||
}
|
||||
}
|
||||
}
|
||||
refs = append(refs, relatedRef{Type: 3, ID: relatedID})
|
||||
default: // 线索：仅自身
|
||||
refs = append(refs, relatedRef{Type: relatedType, ID: relatedID})
|
||||
}
|
||||
return refs
|
||||
}
|
||||
|
||||
// attachBusinessName 批量填充项目的「来源商机名称」（非表字段，仅用于展示）。
|
||||
func attachBusinessName(tenantID string, list []models.TenantCrmProject) {
|
||||
ids := make([]uint64, 0, len(list))
|
||||
seen := map[uint64]bool{}
|
||||
for _, p := range list {
|
||||
if p.BusinessID != nil && *p.BusinessID > 0 && !seen[*p.BusinessID] {
|
||||
seen[*p.BusinessID] = true
|
||||
ids = append(ids, *p.BusinessID)
|
||||
}
|
||||
}
|
||||
if len(ids) == 0 {
|
||||
return
|
||||
}
|
||||
var rows []models.TenantCrmBusiness
|
||||
_, _ = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
|
||||
Filter("tenant_id", tenantID).
|
||||
Filter("id__in", ids).
|
||||
Filter("delete_time__isnull", true).
|
||||
All(&rows)
|
||||
nameMap := make(map[uint64]string, len(rows))
|
||||
for _, r := range rows {
|
||||
nameMap[r.ID] = r.BusinessName
|
||||
}
|
||||
for i := range list {
|
||||
if list[i].BusinessID != nil {
|
||||
list[i].BusinessName = nameMap[*list[i].BusinessID]
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// attachClueName 批量填充商机的「来源线索名称」（非表字段，仅用于展示）。
|
||||
func attachClueName(tenantID string, list []models.TenantCrmBusiness) {
|
||||
ids := make([]uint64, 0, len(list))
|
||||
seen := map[uint64]bool{}
|
||||
for _, b := range list {
|
||||
if b.ClueID != nil && *b.ClueID > 0 && !seen[*b.ClueID] {
|
||||
seen[*b.ClueID] = true
|
||||
ids = append(ids, *b.ClueID)
|
||||
}
|
||||
}
|
||||
if len(ids) == 0 {
|
||||
return
|
||||
}
|
||||
var rows []models.TenantCrmClue
|
||||
_, _ = models.Orm.QueryTable(new(models.TenantCrmClue)).
|
||||
Filter("tenant_id", tenantID).
|
||||
Filter("id__in", ids).
|
||||
Filter("delete_time__isnull", true).
|
||||
All(&rows)
|
||||
nameMap := make(map[uint64]string, len(rows))
|
||||
for _, r := range rows {
|
||||
nameMap[r.ID] = r.ClueName
|
||||
}
|
||||
for i := range list {
|
||||
if list[i].ClueID != nil {
|
||||
list[i].ClueName = nameMap[*list[i].ClueID]
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
|
||||
@@ -201,7 +201,7 @@ func (c *BackendCrmPoolController) Claim() {
|
||||
continue
|
||||
}
|
||||
cust.OwnerUserID = uid
|
||||
cust.OwnerUserName = claims.Username
|
||||
cust.OwnerUserName = resolveUserName(claims)
|
||||
cust.InPool = 0
|
||||
cust.PoolInTime = nil
|
||||
cust.PoolReason = ""
|
||||
|
||||
@@ -3,11 +3,14 @@ package controllers
|
||||
import (
|
||||
"encoding/json"
|
||||
"io"
|
||||
"path/filepath"
|
||||
"strconv"
|
||||
"strings"
|
||||
"time"
|
||||
|
||||
"server/models"
|
||||
"server/pkg/jwtutil"
|
||||
"server/services"
|
||||
|
||||
"github.com/beego/beego/v2/client/orm"
|
||||
beego "github.com/beego/beego/v2/server/web"
|
||||
@@ -78,6 +81,7 @@ func (c *BackendCrmProjectController) List() {
|
||||
if total > 0 {
|
||||
_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
|
||||
}
|
||||
attachBusinessName(tenantID, list)
|
||||
pipelineOk(&c.Controller, map[string]interface{}{
|
||||
"list": list, "total": total, "page": page, "pageSize": pageSize,
|
||||
})
|
||||
@@ -103,6 +107,15 @@ func (c *BackendCrmProjectController) Detail() {
|
||||
pipelineErr(&c.Controller, 404, 404, "项目未找到")
|
||||
return
|
||||
}
|
||||
tmp := []models.TenantCrmProject{proj}
|
||||
attachBusinessName(pipelineTenantID(claims), tmp)
|
||||
proj.BusinessName = tmp[0].BusinessName
|
||||
// 存量项目兜底：确保文档库「共享文档 / 项目文档」下已建立同名文件夹（失败静默，不影响详情）
|
||||
if proj.DocCategoryID == 0 {
|
||||
if cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, proj.ID, proj.ProjectName, 0); err == nil && cid > 0 {
|
||||
proj.DocCategoryID = cid
|
||||
}
|
||||
}
|
||||
pipelineOk(&c.Controller, proj)
|
||||
}
|
||||
|
||||
@@ -149,7 +162,7 @@ func (c *BackendCrmProjectController) Create() {
|
||||
CustomerID: custIDVal,
|
||||
CustomerName: customerName,
|
||||
OwnerUserID: firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
|
||||
OwnerUserName: firstNonEmpty(p.OwnerUserName, claims.Username),
|
||||
OwnerUserName: firstNonEmpty(p.OwnerUserName, resolveUserName(claims)),
|
||||
Industry: strings.TrimSpace(p.Industry),
|
||||
Amount: p.Amount,
|
||||
Status: status,
|
||||
@@ -169,8 +182,12 @@ func (c *BackendCrmProjectController) Create() {
|
||||
pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
|
||||
return
|
||||
}
|
||||
// 项目建立后，同步在文档库「共享文档 / 项目文档」下建立同名文件夹（失败不影响项目创建）
|
||||
if cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, uint64(id), proj.ProjectName, 0); err == nil {
|
||||
proj.DocCategoryID = cid
|
||||
}
|
||||
crmWriteLog(tenantID, 3, uint64(id), "create", "创建项目："+proj.ProjectName, claims)
|
||||
pipelineOk(&c.Controller, map[string]interface{}{"id": id})
|
||||
pipelineOk(&c.Controller, map[string]interface{}{"id": id, "doc_category_id": proj.DocCategoryID})
|
||||
}
|
||||
|
||||
// Update PUT /backend/crm/project/:id
|
||||
@@ -242,6 +259,10 @@ func (c *BackendCrmProjectController) Update() {
|
||||
pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
|
||||
return
|
||||
}
|
||||
// 项目改名时同步重命名文档库中的项目文件夹（失败静默，不影响项目更新）
|
||||
if proj.DocCategoryID > 0 {
|
||||
_ = services.RenameCrmProjectDocCategory(claims.TenantId, proj.DocCategoryID, proj.ProjectName)
|
||||
}
|
||||
crmWriteLog(tenantID, 3, proj.ID, "update", "更新项目："+proj.ProjectName, claims)
|
||||
pipelineOk(&c.Controller, map[string]interface{}{"id": proj.ID})
|
||||
}
|
||||
@@ -280,3 +301,341 @@ func (c *BackendCrmProjectController) Delete() {
|
||||
}
|
||||
pipelineOk(&c.Controller, nil)
|
||||
}
|
||||
|
||||
// ========================== 项目文档（OA 文档库绑定） ==========================
|
||||
|
||||
// projectDocItem 项目文档条目：文档库文档 + 所在文件夹名称。
|
||||
type projectDocItem struct {
|
||||
models.OaDoc
|
||||
FolderName string `json:"folder_name"`
|
||||
}
|
||||
|
||||
// projectDocContext 解析项目并确保其在文档库「共享文档 / 项目文档」下的同名文件夹存在。
|
||||
// 存量项目（doc_category_id=0）在首次访问项目文档时自动补建，保证历史项目也能在文档库中看到。
|
||||
// 失败时已写出错误响应，返回 ok=false。
|
||||
func (c *BackendCrmProjectController) projectDocContext(claims *jwtutil.Claims) (*models.TenantCrmProject, uint64, bool) {
|
||||
id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
|
||||
if id == 0 {
|
||||
pipelineErr(&c.Controller, 400, 400, "无效的ID")
|
||||
return nil, 0, false
|
||||
}
|
||||
var proj models.TenantCrmProject
|
||||
if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
|
||||
Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
|
||||
Filter("delete_time__isnull", true).One(&proj); err != nil {
|
||||
pipelineErr(&c.Controller, 404, 404, "项目未找到")
|
||||
return nil, 0, false
|
||||
}
|
||||
cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, proj.ID, proj.ProjectName, proj.DocCategoryID)
|
||||
if err != nil || cid == 0 {
|
||||
pipelineErr(&c.Controller, 500, 500, "项目文档文件夹准备失败")
|
||||
return nil, 0, false
|
||||
}
|
||||
proj.DocCategoryID = cid
|
||||
return &proj, cid, true
|
||||
}
|
||||
|
||||
// DocList GET /backend/crm/project/:id/docs
|
||||
// 项目文档列表：读取文档库中该项目文件夹（含子文件夹）下的全部文档，与文档库内容实时一致。
|
||||
func (c *BackendCrmProjectController) DocList() {
|
||||
claims, err := pipelineClaims(&c.Controller)
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
proj, cid, ok := c.projectDocContext(claims)
|
||||
if !ok {
|
||||
return
|
||||
}
|
||||
page, _ := c.GetInt("page", 1)
|
||||
pageSize, _ := c.GetInt("pageSize", 20)
|
||||
if page < 1 {
|
||||
page = 1
|
||||
}
|
||||
if pageSize < 1 || pageSize > 200 {
|
||||
pageSize = 20
|
||||
}
|
||||
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
|
||||
// 可选按文件夹筛选（含其子文件夹）；不属于项目文件夹的参数回落到项目根，避免越权查询
|
||||
filterCategory := cid
|
||||
if v, _ := c.GetUint64("category_id"); v > 0 && services.CrmProjectDocCategoryInScope(actor, cid, v) {
|
||||
filterCategory = v
|
||||
}
|
||||
list, total, err := services.OaDocList(actor, services.OaDocListParams{
|
||||
Actor: actor,
|
||||
Scope: models.DocScopeShared,
|
||||
Keyword: strings.TrimSpace(c.GetString("keyword")),
|
||||
CategoryID: filterCategory,
|
||||
Status: -1,
|
||||
DocType: -1,
|
||||
Star: -1,
|
||||
Page: page,
|
||||
PageSize: pageSize,
|
||||
})
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 500, 500, "查询失败: "+err.Error())
|
||||
return
|
||||
}
|
||||
// 附带所在文件夹名称（项目文件夹本身或其中子分类）
|
||||
nameMap := services.CrmProjectDocCategoryNameMap(claims.TenantId)
|
||||
items := make([]projectDocItem, 0, len(list))
|
||||
for _, d := range list {
|
||||
folder := nameMap[d.CategoryID]
|
||||
if folder == "" {
|
||||
folder = proj.ProjectName
|
||||
}
|
||||
items = append(items, projectDocItem{OaDoc: d, FolderName: folder})
|
||||
}
|
||||
// 项目文件夹树（根为项目文件夹），供前端选择/新建子文件夹
|
||||
folders, err := services.CrmProjectDocFolderTree(actor, cid)
|
||||
if err != nil {
|
||||
folders = []*services.ProjectDocFolder{}
|
||||
}
|
||||
pipelineOk(&c.Controller, map[string]interface{}{
|
||||
"category_id": cid,
|
||||
"category_name": proj.ProjectName,
|
||||
"folders": folders,
|
||||
"list": items,
|
||||
"total": total,
|
||||
"page": page,
|
||||
"pageSize": pageSize,
|
||||
})
|
||||
}
|
||||
|
||||
// DocUpload POST /backend/crm/project/:id/doc-upload
|
||||
// 上传项目文档：文件先经 POST /backend/uploadfile 上传，再调用本接口把元数据写入文档库项目文件夹，
|
||||
// 同时同步登记一条 CRM 附件，保证项目「附件」链路同样可见。
|
||||
func (c *BackendCrmProjectController) DocUpload() {
|
||||
claims, err := pipelineClaims(&c.Controller)
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
proj, cid, ok := c.projectDocContext(claims)
|
||||
if !ok {
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
FileID uint64 `json:"file_id"`
|
||||
FileName string `json:"file_name"`
|
||||
FileURL string `json:"file_url"`
|
||||
FileSize int64 `json:"file_size"`
|
||||
Ext string `json:"ext"`
|
||||
Title string `json:"title"`
|
||||
Summary string `json:"summary"`
|
||||
CategoryID uint64 `json:"category_id"` // 目标文件夹，0=项目根文件夹
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil {
|
||||
pipelineErr(&c.Controller, 400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
fileName := strings.TrimSpace(p.FileName)
|
||||
fileURL := strings.TrimSpace(p.FileURL)
|
||||
if fileName == "" || fileURL == "" {
|
||||
pipelineErr(&c.Controller, 400, 400, "文件信息不完整")
|
||||
return
|
||||
}
|
||||
ext := strings.ToLower(strings.TrimPrefix(strings.TrimSpace(p.Ext), "."))
|
||||
if ext == "" {
|
||||
ext = strings.ToLower(strings.TrimPrefix(filepath.Ext(fileName), "."))
|
||||
}
|
||||
var size uint64
|
||||
if p.FileSize > 0 {
|
||||
size = uint64(p.FileSize)
|
||||
}
|
||||
operatorName := resolveUserName(claims)
|
||||
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
|
||||
// 目标文件夹：默认项目根文件夹；指定时必须在项目文件夹内
|
||||
targetCategory := cid
|
||||
if p.CategoryID > 0 {
|
||||
if !services.CrmProjectDocCategoryInScope(actor, cid, p.CategoryID) {
|
||||
pipelineErr(&c.Controller, 403, 403, "只能上传到项目自己的文件夹内")
|
||||
return
|
||||
}
|
||||
targetCategory = p.CategoryID
|
||||
}
|
||||
doc, err := services.OaDocCreate(actor, operatorName, services.OaDocSaveParams{
|
||||
SetCategory: true,
|
||||
CategoryID: targetCategory,
|
||||
SetVisibility: true,
|
||||
Visibility: models.DocVisibilityPublic,
|
||||
Title: strings.TrimSpace(p.Title),
|
||||
FileID: p.FileID,
|
||||
FileURL: fileURL,
|
||||
FileName: fileName,
|
||||
Ext: ext,
|
||||
Size: size,
|
||||
Summary: strings.TrimSpace(p.Summary),
|
||||
Status: models.DocStatusPublish,
|
||||
OwnerID: uint64(claims.UserID),
|
||||
OwnerName: operatorName,
|
||||
})
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 400, 400, "同步文档库失败: "+err.Error())
|
||||
return
|
||||
}
|
||||
// 同步登记 CRM 附件（失败不影响文档库结果）
|
||||
now := time.Now()
|
||||
var fileIDPtr *uint64
|
||||
if doc.FileID > 0 {
|
||||
fid := doc.FileID
|
||||
fileIDPtr = &fid
|
||||
}
|
||||
_, _ = models.Orm.Insert(&models.TenantCrmAttach{
|
||||
TenantID: pipelineTenantID(claims),
|
||||
RelatedType: 3,
|
||||
RelatedID: proj.ID,
|
||||
FileID: fileIDPtr,
|
||||
FileName: doc.FileName,
|
||||
FileURL: doc.FileURL,
|
||||
FileSize: int64(doc.Size),
|
||||
UploaderID: pipelineUID(claims),
|
||||
UploaderName: operatorName,
|
||||
CreateTime: now,
|
||||
UpdateTime: now,
|
||||
})
|
||||
crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc", "上传项目文档："+doc.Title, claims)
|
||||
pipelineOk(&c.Controller, doc)
|
||||
}
|
||||
|
||||
// DocDelete POST /backend/crm/project/:id/doc-delete
|
||||
// 删除项目文档：同步软删文档库文档与对应的 CRM 附件记录。
|
||||
func (c *BackendCrmProjectController) DocDelete() {
|
||||
claims, err := pipelineClaims(&c.Controller)
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
proj, cid, ok := c.projectDocContext(claims)
|
||||
if !ok {
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
DocID uint64 `json:"doc_id"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil || p.DocID == 0 {
|
||||
pipelineErr(&c.Controller, 400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
|
||||
doc, err := services.OaDocGet(actor, p.DocID)
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 404, 404, "文档不存在")
|
||||
return
|
||||
}
|
||||
// 仅允许删除本项目文件夹（含子文件夹）内的文档
|
||||
if !services.CrmProjectDocCategoryInScope(actor, cid, doc.CategoryID) {
|
||||
pipelineErr(&c.Controller, 403, 403, "该文档不属于当前项目")
|
||||
return
|
||||
}
|
||||
if _, err := services.OaDocDelete(actor, []uint64{doc.ID}); err != nil {
|
||||
pipelineErr(&c.Controller, 400, 400, err.Error())
|
||||
return
|
||||
}
|
||||
// 同步软删 CRM 附件记录（按文件ID匹配，缺失时按文件名+地址匹配）
|
||||
now := time.Now()
|
||||
q := models.Orm.QueryTable(new(models.TenantCrmAttach)).
|
||||
Filter("tenant_id", pipelineTenantID(claims)).
|
||||
Filter("related_type", 3).
|
||||
Filter("related_id", proj.ID).
|
||||
Filter("delete_time__isnull", true)
|
||||
if doc.FileID > 0 {
|
||||
q = q.Filter("file_id", doc.FileID)
|
||||
} else {
|
||||
q = q.Filter("file_name", doc.FileName).Filter("file_url", doc.FileURL)
|
||||
}
|
||||
_, _ = q.Update(map[string]interface{}{"delete_time": now, "update_time": now})
|
||||
crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc", "删除项目文档："+doc.Title, claims)
|
||||
pipelineOk(&c.Controller, nil)
|
||||
}
|
||||
|
||||
// DocFolderCreate POST /backend/crm/project/:id/doc-folder
|
||||
// 在项目文件夹下新建子文件夹（对应文档库中的文档分类），用于分类存放项目文档。
|
||||
// parent_id 缺省时建在项目根文件夹下；只允许在项目自己的文件夹树内创建。
|
||||
func (c *BackendCrmProjectController) DocFolderCreate() {
|
||||
claims, err := pipelineClaims(&c.Controller)
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
proj, cid, ok := c.projectDocContext(claims)
|
||||
if !ok {
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
Name string `json:"name"`
|
||||
ParentID uint64 `json:"parent_id"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil {
|
||||
pipelineErr(&c.Controller, 400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
name := strings.TrimSpace(p.Name)
|
||||
if name == "" {
|
||||
pipelineErr(&c.Controller, 400, 400, "请输入文件夹名称")
|
||||
return
|
||||
}
|
||||
parentID := p.ParentID
|
||||
if parentID == 0 {
|
||||
parentID = cid
|
||||
}
|
||||
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
|
||||
if !services.CrmProjectDocCategoryInScope(actor, cid, parentID) {
|
||||
pipelineErr(&c.Controller, 403, 403, "只能在项目文件夹内创建子文件夹")
|
||||
return
|
||||
}
|
||||
item, err := services.OaDocCategoryCreate(actor, models.DocScopeShared, parentID, name, "项目文档："+proj.ProjectName, 0)
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 400, 400, err.Error())
|
||||
return
|
||||
}
|
||||
crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc-folder", "新建项目文档文件夹："+item.Name, claims)
|
||||
pipelineOk(&c.Controller, item)
|
||||
}
|
||||
|
||||
// DocFolderDelete POST /backend/crm/project/:id/doc-folder-delete
|
||||
// 删除项目内的子文件夹（需为空：无子文件夹、无文档）；项目根文件夹不可删除。
|
||||
func (c *BackendCrmProjectController) DocFolderDelete() {
|
||||
claims, err := pipelineClaims(&c.Controller)
|
||||
if err != nil {
|
||||
pipelineErr(&c.Controller, 401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
proj, cid, ok := c.projectDocContext(claims)
|
||||
if !ok {
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
FolderID uint64 `json:"folder_id"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil || p.FolderID == 0 {
|
||||
pipelineErr(&c.Controller, 400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
if p.FolderID == cid {
|
||||
pipelineErr(&c.Controller, 400, 400, "项目根文件夹不可删除")
|
||||
return
|
||||
}
|
||||
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
|
||||
if !services.CrmProjectDocCategoryInScope(actor, cid, p.FolderID) {
|
||||
pipelineErr(&c.Controller, 403, 403, "该文件夹不属于当前项目")
|
||||
return
|
||||
}
|
||||
var folder models.OaDocCategory
|
||||
if err := models.Orm.QueryTable(new(models.OaDocCategory)).
|
||||
Filter("tid", claims.TenantId).Filter("id", p.FolderID).
|
||||
Filter("is_deleted", 0).One(&folder); err != nil {
|
||||
pipelineErr(&c.Controller, 404, 404, "文件夹不存在")
|
||||
return
|
||||
}
|
||||
if err := services.OaDocCategoryDelete(actor, p.FolderID); err != nil {
|
||||
pipelineErr(&c.Controller, 400, 400, err.Error())
|
||||
return
|
||||
}
|
||||
crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc-folder", "删除项目文档文件夹："+folder.Name, claims)
|
||||
pipelineOk(&c.Controller, nil)
|
||||
}
|
||||
|
||||
@@ -3,6 +3,8 @@ package controllers
|
||||
import (
|
||||
"encoding/json"
|
||||
"io"
|
||||
"sort"
|
||||
"strconv"
|
||||
"strings"
|
||||
"time"
|
||||
|
||||
@@ -39,6 +41,39 @@ func (c *BackendCrmFollowController) List() {
|
||||
relatedID := strings.TrimSpace(c.GetString("related_id"))
|
||||
followType := strings.TrimSpace(c.GetString("follow_type"))
|
||||
keyword := strings.TrimSpace(c.GetString("keyword"))
|
||||
includeSource := strings.TrimSpace(c.GetString("include_source")) == "1"
|
||||
|
||||
// 详情页链路模式（include_source=1）：按 线索→商机→项目 累积返回上游 + 自身的数据
|
||||
if includeSource && relatedType != "" && relatedID != "" && relatedID != "0" {
|
||||
rid, _ := strconv.ParseUint(relatedID, 10, 64)
|
||||
rt, _ := strconv.Atoi(relatedType)
|
||||
refs := relatedChain(tenantID, int8(rt), rid)
|
||||
var merged []models.TenantCrmFollow
|
||||
for _, r := range refs {
|
||||
var rows []models.TenantCrmFollow
|
||||
sub := orm.NewCondition().
|
||||
And("tenant_id", tenantID).
|
||||
And("delete_time__isnull", true).
|
||||
And("related_type", r.Type).
|
||||
And("related_id", r.ID)
|
||||
_, _ = models.Orm.QueryTable(new(models.TenantCrmFollow)).SetCond(sub).All(&rows)
|
||||
merged = append(merged, rows...)
|
||||
}
|
||||
sort.Slice(merged, func(i, j int) bool {
|
||||
ti, tj := merged[i].FollowTime, merged[j].FollowTime
|
||||
if ti != nil && tj != nil && !ti.Equal(*tj) {
|
||||
return ti.After(*tj)
|
||||
}
|
||||
if (ti == nil) != (tj == nil) {
|
||||
return ti != nil
|
||||
}
|
||||
return merged[i].ID > merged[j].ID
|
||||
})
|
||||
pipelineOk(&c.Controller, map[string]interface{}{
|
||||
"list": merged, "total": len(merged), "page": 1, "pageSize": len(merged),
|
||||
})
|
||||
return
|
||||
}
|
||||
|
||||
cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
|
||||
if relatedType != "" {
|
||||
@@ -72,6 +107,7 @@ type followPayload struct {
|
||||
RelatedType int8 `json:"related_type"`
|
||||
RelatedID uint64 `json:"related_id"`
|
||||
RelatedName string `json:"related_name"`
|
||||
Stage int8 `json:"stage"` // 创建阶段：不传时默认取 related_type
|
||||
FollowType string `json:"follow_type"`
|
||||
FollowTime string `json:"follow_time"`
|
||||
Content string `json:"content"`
|
||||
@@ -106,17 +142,23 @@ func (c *BackendCrmFollowController) Add() {
|
||||
followTime = &t
|
||||
}
|
||||
nextContact := parsePipelineDateTime(p.NextContactTime)
|
||||
// 创建阶段：默认取当前关联类型（线索/商机/项目）
|
||||
stage := p.Stage
|
||||
if stage != 1 && stage != 2 && stage != 3 {
|
||||
stage = p.RelatedType
|
||||
}
|
||||
row := models.TenantCrmFollow{
|
||||
TenantID: tenantID,
|
||||
RelatedType: p.RelatedType,
|
||||
RelatedID: p.RelatedID,
|
||||
RelatedName: strings.TrimSpace(p.RelatedName),
|
||||
Stage: stage,
|
||||
FollowType: firstNonEmpty(p.FollowType, "1"),
|
||||
FollowTime: followTime,
|
||||
Content: p.Content,
|
||||
NextContactTime: nextContact,
|
||||
OwnerUserID: pipelineUID(claims),
|
||||
OwnerUserName: claims.Username,
|
||||
OwnerUserName: resolveUserName(claims),
|
||||
CreateTime: time.Now(),
|
||||
UpdateTime: time.Now(),
|
||||
}
|
||||
@@ -159,6 +201,11 @@ func (c *BackendCrmFollowController) Edit() {
|
||||
return
|
||||
}
|
||||
row.FollowType = firstNonEmpty(p.FollowType, row.FollowType)
|
||||
// 回访阶段（所属阶段）允许修正：仅在传入合法阶段（1线索/2商机/3项目）时更新，
|
||||
// 保证"记录创建时所在阶段"可被纠正为沟通实际发生的阶段。
|
||||
if p.Stage == 1 || p.Stage == 2 || p.Stage == 3 {
|
||||
row.Stage = p.Stage
|
||||
}
|
||||
if t := parsePipelineDateTime(p.FollowTime); t != nil {
|
||||
row.FollowTime = t
|
||||
}
|
||||
@@ -237,17 +284,35 @@ func (c *BackendCrmAttachController) List() {
|
||||
}
|
||||
relatedType := strings.TrimSpace(c.GetString("related_type"))
|
||||
relatedID := strings.TrimSpace(c.GetString("related_id"))
|
||||
cond := orm.NewCondition().
|
||||
And("tenant_id", pipelineTenantID(claims)).
|
||||
And("delete_time__isnull", true)
|
||||
includeSource := strings.TrimSpace(c.GetString("include_source")) == "1"
|
||||
tenantID := pipelineTenantID(claims)
|
||||
|
||||
var list []models.TenantCrmAttach
|
||||
if includeSource && relatedType != "" && relatedID != "" && relatedID != "0" {
|
||||
// 链路模式：线索 → 商机 → 项目 累积
|
||||
rid, _ := strconv.ParseUint(relatedID, 10, 64)
|
||||
rt, _ := strconv.Atoi(relatedType)
|
||||
for _, r := range relatedChain(tenantID, int8(rt), rid) {
|
||||
var rows []models.TenantCrmAttach
|
||||
sub := orm.NewCondition().
|
||||
And("tenant_id", tenantID).
|
||||
And("delete_time__isnull", true).
|
||||
And("related_type", r.Type).
|
||||
And("related_id", r.ID)
|
||||
_, _ = models.Orm.QueryTable(new(models.TenantCrmAttach)).SetCond(sub).All(&rows)
|
||||
list = append(list, rows...)
|
||||
}
|
||||
sort.Slice(list, func(i, j int) bool { return list[i].ID > list[j].ID })
|
||||
} else {
|
||||
cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
|
||||
if relatedType != "" {
|
||||
cond = cond.And("related_type", relatedType)
|
||||
}
|
||||
if relatedID != "" {
|
||||
cond = cond.And("related_id", relatedID)
|
||||
}
|
||||
var list []models.TenantCrmAttach
|
||||
_, _ = models.Orm.QueryTable(new(models.TenantCrmAttach)).SetCond(cond).OrderBy("-id").All(&list)
|
||||
}
|
||||
pipelineOk(&c.Controller, map[string]interface{}{"list": list, "total": len(list)})
|
||||
}
|
||||
|
||||
@@ -290,7 +355,7 @@ func (c *BackendCrmAttachController) Add() {
|
||||
FileURL: strings.TrimSpace(p.FileURL),
|
||||
FileSize: p.FileSize,
|
||||
UploaderID: pipelineUID(claims),
|
||||
UploaderName: claims.Username,
|
||||
UploaderName: resolveUserName(claims),
|
||||
CreateTime: time.Now(),
|
||||
UpdateTime: time.Now(),
|
||||
}
|
||||
@@ -350,18 +415,41 @@ func (c *BackendCrmEntityContactController) List() {
|
||||
}
|
||||
relatedType := strings.TrimSpace(c.GetString("related_type"))
|
||||
relatedID := strings.TrimSpace(c.GetString("related_id"))
|
||||
cond := orm.NewCondition().
|
||||
And("tenant_id", pipelineTenantID(claims)).
|
||||
And("delete_time__isnull", true)
|
||||
includeSource := strings.TrimSpace(c.GetString("include_source")) == "1"
|
||||
tenantID := pipelineTenantID(claims)
|
||||
|
||||
var list []models.TenantCrmEntityContact
|
||||
if includeSource && relatedType != "" && relatedID != "" && relatedID != "0" {
|
||||
// 链路模式：线索 → 商机 → 项目 累积
|
||||
rid, _ := strconv.ParseUint(relatedID, 10, 64)
|
||||
rt, _ := strconv.Atoi(relatedType)
|
||||
for _, r := range relatedChain(tenantID, int8(rt), rid) {
|
||||
var rows []models.TenantCrmEntityContact
|
||||
sub := orm.NewCondition().
|
||||
And("tenant_id", tenantID).
|
||||
And("delete_time__isnull", true).
|
||||
And("related_type", r.Type).
|
||||
And("related_id", r.ID)
|
||||
_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).SetCond(sub).All(&rows)
|
||||
list = append(list, rows...)
|
||||
}
|
||||
sort.Slice(list, func(i, j int) bool {
|
||||
if list[i].IsPrimary != list[j].IsPrimary {
|
||||
return list[i].IsPrimary > list[j].IsPrimary
|
||||
}
|
||||
return list[i].ID > list[j].ID
|
||||
})
|
||||
} else {
|
||||
cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
|
||||
if relatedType != "" {
|
||||
cond = cond.And("related_type", relatedType)
|
||||
}
|
||||
if relatedID != "" {
|
||||
cond = cond.And("related_id", relatedID)
|
||||
}
|
||||
var list []models.TenantCrmEntityContact
|
||||
_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).SetCond(cond).
|
||||
OrderBy("-is_primary", "-id").All(&list)
|
||||
}
|
||||
pipelineOk(&c.Controller, map[string]interface{}{"list": list, "total": len(list)})
|
||||
}
|
||||
|
||||
|
||||
@@ -227,7 +227,7 @@ func (c *BackendErpCustomerController) Create() {
|
||||
RegisteredAddress: strings.TrimSpace(p.RegisteredAddress),
|
||||
RegisteredPhone: strings.TrimSpace(p.RegisteredPhone),
|
||||
OwnerUserID: fmt.Sprintf("%d", claims.UserID),
|
||||
OwnerUserName: claims.Username,
|
||||
OwnerUserName: resolveUserName(claims),
|
||||
CreateUserID: fmt.Sprintf("%d", claims.UserID),
|
||||
CreateTime: time.Now(),
|
||||
UpdateTime: time.Now(),
|
||||
|
||||
@@ -141,6 +141,15 @@ func Init(_ string) {
|
||||
EnsureTenantUserOrgColumn()
|
||||
EnsureCrmCustomerPoolColumns()
|
||||
EnsureCrmCreateUserColumn()
|
||||
EnsureCrmProjectDocColumn()
|
||||
}
|
||||
|
||||
// EnsureCrmProjectDocColumn 补齐项目表的文档库文件夹分类字段（项目文档绑定 OA 文档库）。
|
||||
// 表不存在或列已存在时忽略错误。
|
||||
func EnsureCrmProjectDocColumn() {
|
||||
sql := "ALTER TABLE " + new(TenantCrmProject).TableName() +
|
||||
" ADD COLUMN doc_category_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '关联OA文档库项目文件夹分类ID'"
|
||||
_, _ = Orm.Raw(sql).Exec()
|
||||
}
|
||||
|
||||
|
||||
|
||||
@@ -2,7 +2,7 @@ package models
|
||||
|
||||
import "time"
|
||||
|
||||
// TenantCrmAttach 附件表: yz_tenant_crm_attach
|
||||
// TenantCrmAttach 附件表: yz_backend_crm_attach
|
||||
// related_type: 1线索 / 2商机 / 3项目
|
||||
type TenantCrmAttach struct {
|
||||
ID uint64 `orm:"column(id);pk;auto" json:"id"`
|
||||
@@ -21,5 +21,5 @@ type TenantCrmAttach struct {
|
||||
}
|
||||
|
||||
func (m *TenantCrmAttach) TableName() string {
|
||||
return "yz_tenant_crm_attach"
|
||||
return "yz_backend_crm_attach"
|
||||
}
|
||||
|
||||
@@ -2,12 +2,13 @@ package models
|
||||
|
||||
import "time"
|
||||
|
||||
// TenantCrmBusiness 商机表: yz_tenant_crm_business
|
||||
// TenantCrmBusiness 商机表: yz_backend_crm_business
|
||||
type TenantCrmBusiness struct {
|
||||
ID uint64 `orm:"column(id);pk;auto" json:"id"`
|
||||
TenantID string `orm:"column(tenant_id);size(64)" json:"tenant_id"`
|
||||
BusinessName string `orm:"column(business_name);size(100)" json:"business_name"` // 商机名称
|
||||
ClueID *uint64 `orm:"column(clue_id);null" json:"clue_id"` // 来源线索ID
|
||||
ClueName string `orm:"-" json:"clue_name"` // 来源线索名称（非表字段，查询时填充）
|
||||
CustomerID *uint64 `orm:"column(customer_id);null" json:"customer_id"` // 正式客户ID
|
||||
CustomerName string `orm:"column(customer_name);size(100)" json:"customer_name"`
|
||||
Source string `orm:"column(source);size(50)" json:"source"`
|
||||
@@ -37,5 +38,5 @@ type TenantCrmBusiness struct {
|
||||
}
|
||||
|
||||
func (m *TenantCrmBusiness) TableName() string {
|
||||
return "yz_tenant_crm_business"
|
||||
return "yz_backend_crm_business"
|
||||
}
|
||||
|
||||
@@ -2,7 +2,7 @@ package models
|
||||
|
||||
import "time"
|
||||
|
||||
// TenantCrmClue 线索表: yz_tenant_crm_clue
|
||||
// TenantCrmClue 线索表: yz_backend_crm_clue
|
||||
// 线索阶段的「客户名称」不关联客户管理，转化商机时才落地为正式客户。
|
||||
type TenantCrmClue struct {
|
||||
ID uint64 `orm:"column(id);pk;auto" json:"id"`
|
||||
@@ -33,5 +33,5 @@ type TenantCrmClue struct {
|
||||
}
|
||||
|
||||
func (m *TenantCrmClue) TableName() string {
|
||||
return "yz_tenant_crm_clue"
|
||||
return "yz_backend_crm_clue"
|
||||
}
|
||||
|
||||
@@ -2,7 +2,7 @@ package models
|
||||
|
||||
import "time"
|
||||
|
||||
// TenantCrmEntityContact 联系人表: yz_tenant_crm_entity_contact
|
||||
// TenantCrmEntityContact 联系人表: yz_backend_crm_entity_contact
|
||||
// related_type: 1线索 / 2商机 / 3项目
|
||||
type TenantCrmEntityContact struct {
|
||||
ID uint64 `orm:"column(id);pk;auto" json:"id"`
|
||||
@@ -23,5 +23,5 @@ type TenantCrmEntityContact struct {
|
||||
}
|
||||
|
||||
func (m *TenantCrmEntityContact) TableName() string {
|
||||
return "yz_tenant_crm_entity_contact"
|
||||
return "yz_backend_crm_entity_contact"
|
||||
}
|
||||
|
||||
@@ -2,7 +2,7 @@ package models
|
||||
|
||||
import "time"
|
||||
|
||||
// TenantCrmFollow 回访/跟进记录表: yz_tenant_crm_follow
|
||||
// TenantCrmFollow 回访/跟进记录表: yz_backend_crm_follow
|
||||
// related_type: 1线索 / 2商机 / 3项目
|
||||
type TenantCrmFollow struct {
|
||||
ID uint64 `orm:"column(id);pk;auto" json:"id"`
|
||||
@@ -10,6 +10,7 @@ type TenantCrmFollow struct {
|
||||
RelatedType int8 `orm:"column(related_type)" json:"related_type"`
|
||||
RelatedID uint64 `orm:"column(related_id)" json:"related_id"`
|
||||
RelatedName string `orm:"column(related_name);size(100)" json:"related_name"`
|
||||
Stage int8 `orm:"column(stage);default(1)" json:"stage"` // 创建阶段：1线索/2商机/3项目
|
||||
FollowType string `orm:"column(follow_type);size(20);default(1)" json:"follow_type"` // 回访方式
|
||||
FollowTime *time.Time `orm:"column(follow_time);type(datetime);null" json:"follow_time"`
|
||||
Content string `orm:"column(content);type(text);null" json:"content"`
|
||||
@@ -22,5 +23,5 @@ type TenantCrmFollow struct {
|
||||
}
|
||||
|
||||
func (m *TenantCrmFollow) TableName() string {
|
||||
return "yz_tenant_crm_follow"
|
||||
return "yz_backend_crm_follow"
|
||||
}
|
||||
|
||||
@@ -2,7 +2,7 @@ package models
|
||||
|
||||
import "time"
|
||||
|
||||
// TenantCrmOperateLog 操作日志表: yz_tenant_crm_operate_log
|
||||
// TenantCrmOperateLog 操作日志表: yz_backend_crm_operate_log
|
||||
// related_type: 1线索 / 2商机 / 3项目
|
||||
type TenantCrmOperateLog struct {
|
||||
ID uint64 `orm:"column(id);pk;auto" json:"id"`
|
||||
@@ -17,5 +17,5 @@ type TenantCrmOperateLog struct {
|
||||
}
|
||||
|
||||
func (m *TenantCrmOperateLog) TableName() string {
|
||||
return "yz_tenant_crm_operate_log"
|
||||
return "yz_backend_crm_operate_log"
|
||||
}
|
||||
|
||||
@@ -2,13 +2,14 @@ package models
|
||||
|
||||
import "time"
|
||||
|
||||
// TenantCrmProject 项目表: yz_tenant_crm_project
|
||||
// TenantCrmProject 项目表: yz_backend_crm_project
|
||||
type TenantCrmProject struct {
|
||||
ID uint64 `orm:"column(id);pk;auto" json:"id"`
|
||||
TenantID string `orm:"column(tenant_id);size(64)" json:"tenant_id"`
|
||||
ProjectName string `orm:"column(project_name);size(100)" json:"project_name"` // 项目名称
|
||||
ProjectNo string `orm:"column(project_no);size(50)" json:"project_no"` // 项目编号
|
||||
BusinessID *uint64 `orm:"column(business_id);null" json:"business_id"` // 来源商机ID
|
||||
BusinessName string `orm:"-" json:"business_name"` // 来源商机名称（非表字段，查询时填充）
|
||||
CustomerID *uint64 `orm:"column(customer_id);null" json:"customer_id"`
|
||||
CustomerName string `orm:"column(customer_name);size(100)" json:"customer_name"`
|
||||
OwnerUserID string `orm:"column(owner_user_id);size(64)" json:"owner_user_id"`
|
||||
@@ -23,6 +24,9 @@ type TenantCrmProject struct {
|
||||
ContactPhone string `orm:"column(contact_phone);size(20)" json:"contact_phone"`
|
||||
Address string `orm:"column(address);size(255)" json:"address"`
|
||||
Remark string `orm:"column(remark);type(text);null" json:"remark"`
|
||||
// DocCategoryID 项目在 OA 文档库的文件夹分类ID：
|
||||
// 指向 yz_backend_oa_doc_category 中「共享文档 / 项目文档 / {项目名称}」这条记录（0 表示尚未建立）。
|
||||
DocCategoryID uint64 `orm:"column(doc_category_id);default(0)" json:"doc_category_id"`
|
||||
CreateUserID string `orm:"column(create_user_id);size(64)" json:"create_user_id"`
|
||||
CreateTime time.Time `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
|
||||
UpdateTime time.Time `orm:"column(update_time);auto_now;type(datetime)" json:"update_time"`
|
||||
@@ -30,5 +34,5 @@ type TenantCrmProject struct {
|
||||
}
|
||||
|
||||
func (m *TenantCrmProject) TableName() string {
|
||||
return "yz_tenant_crm_project"
|
||||
return "yz_backend_crm_project"
|
||||
}
|
||||
|
||||
@@ -401,6 +401,13 @@ func registerOrganizationRoutes(module string) {
|
||||
beego.Router("/backend/crm/project", &controllers.BackendCrmProjectController{}, "post:Create")
|
||||
beego.Router("/backend/crm/project/:id", &controllers.BackendCrmProjectController{}, "get:Detail;put:Update;delete:Delete")
|
||||
|
||||
// CRM项目文档（与OA文档库「共享文档/项目文档」绑定：列表/上传同步/删除同步/文件夹管理）
|
||||
beego.Router("/backend/crm/project/:id/docs", &controllers.BackendCrmProjectController{}, "get:DocList")
|
||||
beego.Router("/backend/crm/project/:id/doc-upload", &controllers.BackendCrmProjectController{}, "post:DocUpload")
|
||||
beego.Router("/backend/crm/project/:id/doc-delete", &controllers.BackendCrmProjectController{}, "post:DocDelete")
|
||||
beego.Router("/backend/crm/project/:id/doc-folder", &controllers.BackendCrmProjectController{}, "post:DocFolderCreate")
|
||||
beego.Router("/backend/crm/project/:id/doc-folder-delete", &controllers.BackendCrmProjectController{}, "post:DocFolderDelete")
|
||||
|
||||
// CRM回访记录（贯穿线索/商机/项目）
|
||||
beego.Router("/backend/crm/follow/list", &controllers.BackendCrmFollowController{}, "get:List")
|
||||
beego.Router("/backend/crm/follow/add", &controllers.BackendCrmFollowController{}, "post:Add")
|
||||
|
||||
@@ -0,0 +1,271 @@
|
||||
package services
|
||||
|
||||
import (
|
||||
"strconv"
|
||||
"strings"
|
||||
"time"
|
||||
|
||||
"server/models"
|
||||
|
||||
"github.com/beego/beego/v2/client/orm"
|
||||
)
|
||||
|
||||
// 项目文档（CRM 项目 ↔ OA 文档库）绑定业务逻辑。
|
||||
//
|
||||
// 约定：每个项目在文档库「共享文档 / 项目文档」下拥有一个与项目同名的文件夹，
|
||||
// 项目管理侧负责调用与文件上传，文件统一写入文档库（yz_backend_oa_doc），
|
||||
// 文档库侧负责浏览、图谱与共享。项目表用 doc_category_id 记住自己文件夹的分类ID，
|
||||
// 项目改名时同步重命名文件夹；存量项目在首次访问项目文档时自动补建。
|
||||
|
||||
// EnsureCrmProjectDocCategory 确保项目在文档库「共享文档 / 项目文档」下拥有同名文件夹，返回文件夹分类ID。
|
||||
//
|
||||
// 兼容存量项目：项目上的分类ID为空（0）或指向已删除分类时自动补建，并回写项目表；
|
||||
// 若「项目文档」下已有同名且未被其它项目占用的文件夹则复用，避免重复建目录。
|
||||
// 失败时返回 error（由调用方决定是否阻断，建议静默忽略，不影响项目主流程）。
|
||||
func EnsureCrmProjectDocCategory(tid int, projectID uint64, projectName string, currentCategoryID uint64) (uint64, error) {
|
||||
if models.Orm == nil || tid <= 0 {
|
||||
return 0, nil
|
||||
}
|
||||
projectName = strings.TrimSpace(projectName)
|
||||
if projectName == "" {
|
||||
return 0, nil
|
||||
}
|
||||
|
||||
models.EnsureOaDocumentTables()
|
||||
models.EnsureOaDocDefaultCategories(tid)
|
||||
|
||||
// 1. 已绑定且分类仍有效：直接返回
|
||||
if currentCategoryID > 0 {
|
||||
n, err := models.Orm.QueryTable(new(models.OaDocCategory)).
|
||||
Filter("tid", tid).
|
||||
Filter("id", currentCategoryID).
|
||||
Filter("is_deleted", 0).Count()
|
||||
if err == nil && n > 0 {
|
||||
return currentCategoryID, nil
|
||||
}
|
||||
}
|
||||
|
||||
// 2. 定位「项目文档」内置分类（首次访问时已由 EnsureOaDocDefaultCategories 补建）
|
||||
rootID, err := crmProjectDocRootCategory(tid)
|
||||
if err != nil {
|
||||
return 0, err
|
||||
}
|
||||
|
||||
// 3. 复用「项目文档」下同名且未被其它项目占用的文件夹（同名项目共存时各用各的）
|
||||
var sameName []models.OaDocCategory
|
||||
if _, err := models.Orm.QueryTable(new(models.OaDocCategory)).
|
||||
Filter("tid", tid).
|
||||
Filter("parent_id", rootID).
|
||||
Filter("scope", models.DocScopeShared).
|
||||
Filter("user_id", 0).
|
||||
Filter("name", projectName).
|
||||
Filter("is_deleted", 0).
|
||||
OrderBy("id").All(&sameName); err != nil && err != orm.ErrNoRows {
|
||||
return 0, err
|
||||
}
|
||||
for _, c := range sameName {
|
||||
bound, err := crmProjectDocCategoryBound(tid, c.ID, projectID)
|
||||
if err != nil {
|
||||
return 0, err
|
||||
}
|
||||
if !bound {
|
||||
return c.ID, crmProjectDocBindCategory(tid, projectID, c.ID)
|
||||
}
|
||||
}
|
||||
|
||||
// 4. 新建项目同名文件夹
|
||||
item := &models.OaDocCategory{
|
||||
Tid: tid,
|
||||
UserID: 0,
|
||||
ParentID: rootID,
|
||||
Name: projectName,
|
||||
Remark: "项目文档：" + projectName,
|
||||
Sort: 0,
|
||||
IsSystem: models.DocCategoryNormal,
|
||||
Scope: models.DocScopeShared,
|
||||
IsDeleted: 0,
|
||||
}
|
||||
id, err := models.Orm.Insert(item)
|
||||
if err != nil {
|
||||
return 0, err
|
||||
}
|
||||
categoryID := uint64(id)
|
||||
return categoryID, crmProjectDocBindCategory(tid, projectID, categoryID)
|
||||
}
|
||||
|
||||
// RenameCrmProjectDocCategory 项目改名时同步重命名文档库中的项目文件夹（失败由调用方处理）。
|
||||
func RenameCrmProjectDocCategory(tid int, categoryID uint64, newName string) error {
|
||||
newName = strings.TrimSpace(newName)
|
||||
if models.Orm == nil || tid <= 0 || categoryID == 0 || newName == "" {
|
||||
return nil
|
||||
}
|
||||
var item models.OaDocCategory
|
||||
if err := models.Orm.QueryTable(new(models.OaDocCategory)).
|
||||
Filter("tid", tid).Filter("id", categoryID).
|
||||
Filter("is_deleted", 0).One(&item); err != nil {
|
||||
return ErrDocCategoryNotFound
|
||||
}
|
||||
if item.Name == newName {
|
||||
return nil
|
||||
}
|
||||
now := time.Now()
|
||||
_, err := models.Orm.QueryTable(new(models.OaDocCategory)).
|
||||
Filter("id", categoryID).Filter("tid", tid).
|
||||
Update(orm.Params{"name": newName, "update_time": now})
|
||||
return err
|
||||
}
|
||||
|
||||
// CrmProjectDocCategoryNameMap 返回租户内未删除分类的 ID -> 名称映射（项目文档列表展示文件夹名用）。
|
||||
func CrmProjectDocCategoryNameMap(tid int) map[uint64]string {
|
||||
result := make(map[uint64]string)
|
||||
if models.Orm == nil || tid <= 0 {
|
||||
return result
|
||||
}
|
||||
var list []models.OaDocCategory
|
||||
if _, err := models.Orm.QueryTable(new(models.OaDocCategory)).
|
||||
Filter("tid", tid).Filter("is_deleted", 0).All(&list); err != nil && err != orm.ErrNoRows {
|
||||
return result
|
||||
}
|
||||
for _, c := range list {
|
||||
result[c.ID] = c.Name
|
||||
}
|
||||
return result
|
||||
}
|
||||
|
||||
// CrmProjectDocCategoryInScope 判断分类是否位于项目文件夹内（含项目文件夹自身）。
|
||||
// 用于约束项目侧的文件夹创建、文件上传与删除只能在项目自己的目录下操作。
|
||||
func CrmProjectDocCategoryInScope(a OaDocActor, rootID, categoryID uint64) bool {
|
||||
if rootID == 0 || categoryID == 0 {
|
||||
return false
|
||||
}
|
||||
if categoryID == rootID {
|
||||
return true
|
||||
}
|
||||
children, err := OaDocCategoryDescendants(a, rootID)
|
||||
if err != nil {
|
||||
return false
|
||||
}
|
||||
for _, id := range children {
|
||||
if id == categoryID {
|
||||
return true
|
||||
}
|
||||
}
|
||||
return false
|
||||
}
|
||||
|
||||
// ProjectDocFolder 项目文档文件夹树节点（含该文件夹直接挂载的文档数量）。
|
||||
type ProjectDocFolder struct {
|
||||
ID uint64 `json:"id"`
|
||||
ParentID uint64 `json:"parent_id"`
|
||||
Name string `json:"name"`
|
||||
DocCount int64 `json:"doc_count"`
|
||||
Children []*ProjectDocFolder `json:"children"`
|
||||
}
|
||||
|
||||
// CrmProjectDocFolderTree 构建项目文件夹树（根为项目文件夹，含全部子孙文件夹）。
|
||||
// 「项目文档」下的同名文件夹即项目根，用户在项目内新建的文件夹为其子分类。
|
||||
func CrmProjectDocFolderTree(a OaDocActor, rootID uint64) ([]*ProjectDocFolder, error) {
|
||||
models.EnsureOaDocumentTables()
|
||||
empty := []*ProjectDocFolder{}
|
||||
if rootID == 0 {
|
||||
return empty, nil
|
||||
}
|
||||
var list []models.OaDocCategory
|
||||
if _, err := models.Orm.QueryTable(new(models.OaDocCategory)).
|
||||
Filter("tid", a.Tid).Filter("is_deleted", 0).OrderBy("id").All(&list); err != nil && err != orm.ErrNoRows {
|
||||
return nil, err
|
||||
}
|
||||
nodes := make(map[uint64]*ProjectDocFolder, len(list))
|
||||
for i := range list {
|
||||
// 项目文件夹属于共享空间（scope=shared、user_id=0）
|
||||
if list[i].Scope != models.DocScopeShared || list[i].UserID != 0 {
|
||||
continue
|
||||
}
|
||||
nodes[list[i].ID] = &ProjectDocFolder{
|
||||
ID: list[i].ID,
|
||||
ParentID: list[i].ParentID,
|
||||
Name: list[i].Name,
|
||||
Children: []*ProjectDocFolder{},
|
||||
}
|
||||
}
|
||||
root, ok := nodes[rootID]
|
||||
if !ok {
|
||||
return empty, nil
|
||||
}
|
||||
// 按 id 顺序挂接父子关系；只有能与根连通的节点才会出现在项目子树中
|
||||
for i := range list {
|
||||
node, ok := nodes[list[i].ID]
|
||||
if !ok || node.ID == rootID {
|
||||
continue
|
||||
}
|
||||
if parent, ok := nodes[list[i].ParentID]; ok {
|
||||
parent.Children = append(parent.Children, node)
|
||||
}
|
||||
}
|
||||
// 附带各文件夹直接挂载的文档数量（仅展示用，不汇总子孙）
|
||||
if counts, err := OaDocCountByCategory(a, models.DocScopeShared, -1); err == nil {
|
||||
for id, cnt := range counts {
|
||||
if n, ok := nodes[id]; ok {
|
||||
n.DocCount = cnt
|
||||
}
|
||||
}
|
||||
}
|
||||
return []*ProjectDocFolder{root}, nil
|
||||
}
|
||||
|
||||
// crmProjectDocRootCategory 查找租户「项目文档」内置分类；缺失时兜底重建（正常由文档库初始化保证存在）。
|
||||
func crmProjectDocRootCategory(tid int) (uint64, error) {
|
||||
var root models.OaDocCategory
|
||||
err := models.Orm.QueryTable(new(models.OaDocCategory)).
|
||||
Filter("tid", tid).
|
||||
Filter("scope", models.DocScopeShared).
|
||||
Filter("is_system", models.DocCategorySystem).
|
||||
Filter("is_deleted", 0).
|
||||
OrderBy("id").One(&root)
|
||||
if err == nil {
|
||||
return root.ID, nil
|
||||
}
|
||||
id, insertErr := models.Orm.Insert(&models.OaDocCategory{
|
||||
Tid: tid,
|
||||
UserID: 0,
|
||||
ParentID: 0,
|
||||
Name: models.DocCategoryNameProject,
|
||||
Sort: 0,
|
||||
Remark: "系统内置分类，不可删除",
|
||||
IsSystem: models.DocCategorySystem,
|
||||
Scope: models.DocScopeShared,
|
||||
IsDeleted: 0,
|
||||
})
|
||||
if insertErr != nil {
|
||||
return 0, insertErr
|
||||
}
|
||||
return uint64(id), nil
|
||||
}
|
||||
|
||||
// crmProjectDocCategoryBound 判断分类是否已被同租户的其它项目占用（excludeProjectID 为当前项目）。
|
||||
func crmProjectDocCategoryBound(tid int, categoryID, excludeProjectID uint64) (bool, error) {
|
||||
qs := models.Orm.QueryTable(new(models.TenantCrmProject)).
|
||||
Filter("tenant_id", strconv.Itoa(tid)).
|
||||
Filter("doc_category_id", categoryID).
|
||||
Filter("delete_time__isnull", true)
|
||||
if excludeProjectID > 0 {
|
||||
qs = qs.Exclude("id", excludeProjectID)
|
||||
}
|
||||
n, err := qs.Count()
|
||||
if err != nil {
|
||||
return false, err
|
||||
}
|
||||
return n > 0, nil
|
||||
}
|
||||
|
||||
// crmProjectDocBindCategory 回写项目与文档分类的绑定关系（projectID=0 时跳过）。
|
||||
func crmProjectDocBindCategory(tid int, projectID, categoryID uint64) error {
|
||||
if projectID == 0 {
|
||||
return nil
|
||||
}
|
||||
_, err := models.Orm.QueryTable(new(models.TenantCrmProject)).
|
||||
Filter("id", projectID).
|
||||
Filter("tenant_id", strconv.Itoa(tid)).
|
||||
Update(orm.Params{"doc_category_id": categoryID, "update_time": time.Now()})
|
||||
return err
|
||||
}
|
||||
@@ -9,7 +9,7 @@
|
||||
-- - 若两表并存，则去重合并进新表，旧表改名为 *_bak 备份保留；
|
||||
-- 3. 迁移历史死表 `yz_tenant_crm_contact`（若存在且有数据）：去重并入新表，
|
||||
-- 原表改名为 `yz_tenant_crm_contact_bak` 保留；
|
||||
-- 4. 线索/商机联系人仍然只存过程库 `yz_tenant_crm_entity_contact`（本脚本不动）。
|
||||
-- 4. 线索/商机联系人仍然只存过程库 `yz_backend_crm_entity_contact`（本脚本不动）。
|
||||
--
|
||||
-- 去重键（判定为同一联系人）：tenant_id + company_type + company_id + name + mobiles
|
||||
-- 说明：
|
||||
|
||||
@@ -0,0 +1,40 @@
|
||||
-- =============================================================================
|
||||
-- 跟进记录（回访）增加「创建阶段」字段 stage
|
||||
--
|
||||
-- 目的：
|
||||
-- 过程数据（跟进记录）不做搬迁，按 线索 → 商机 → 项目 链路累积展示；
|
||||
-- stage 记录该条记录创建时所处的阶段，用于详情列表标明数据来自哪个阶段。
|
||||
--
|
||||
-- 取值：1=线索，2=商机，3=项目
|
||||
-- 说明：
|
||||
-- - 脚本幂等：列已存在则跳过新增；
|
||||
-- - 回填只在首次新增列时执行一次（历史数据按当前 related_type 近似回填）。
|
||||
-- =============================================================================
|
||||
|
||||
SET NAMES utf8mb4;
|
||||
|
||||
SET @has_stage := (
|
||||
SELECT COUNT(*) FROM information_schema.COLUMNS
|
||||
WHERE TABLE_SCHEMA = DATABASE()
|
||||
AND TABLE_NAME = 'yz_backend_crm_follow'
|
||||
AND COLUMN_NAME = 'stage'
|
||||
);
|
||||
|
||||
-- 1. 新增列（已存在则跳过）
|
||||
SET @sql := IF(@has_stage = 0,
|
||||
'ALTER TABLE `yz_backend_crm_follow` ADD COLUMN `stage` tinyint(4) NOT NULL DEFAULT 1 COMMENT ''创建阶段：1线索/2商机/3项目'' AFTER `related_name`',
|
||||
'SELECT ''skip: stage 列已存在'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 2. 历史数据回填（仅在首次新增列时执行；按当前 related_type 近似推断）
|
||||
SET @sql := IF(@has_stage = 0,
|
||||
'UPDATE `yz_backend_crm_follow` SET `stage` = `related_type` WHERE `related_type` IN (2, 3)',
|
||||
'SELECT ''skip: 回填已完成过'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 3. 核对：各阶段记录数
|
||||
SELECT `stage`, COUNT(*) AS `cnt`
|
||||
FROM `yz_backend_crm_follow`
|
||||
WHERE `delete_time` IS NULL
|
||||
GROUP BY `stage`
|
||||
ORDER BY `stage`;
|
||||
@@ -1,13 +1,42 @@
|
||||
-- 为 CRM 业务管线（线索/商机/项目）增加「对接人职位」字段 contact_position。
|
||||
-- 若已执行过 yz_backend_crm_pipeline.sql（表已存在），执行本脚本即可；
|
||||
-- 若尚未建表，直接执行 yz_backend_crm_pipeline.sql 已包含该字段，无需本脚本。
|
||||
-- 脚本可重复执行：列已存在时 MySQL 报 duplicate column，忽略即可。
|
||||
-- =============================================================================
|
||||
-- 为 CRM 业务管线（线索/商机/项目）增加「对接人职位」字段 contact_position
|
||||
--
|
||||
-- 说明：
|
||||
-- - 幂等：列已存在时自动跳过，不会报 Duplicate column 错误；
|
||||
-- - 只增加字段，不改动任何已有数据；
|
||||
-- - 若尚未建表，直接执行 yz_backend_crm_pipeline.sql 已包含该字段，无需本脚本。
|
||||
-- =============================================================================
|
||||
|
||||
ALTER TABLE `yz_tenant_crm_clue`
|
||||
ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
|
||||
SET NAMES utf8mb4;
|
||||
|
||||
ALTER TABLE `yz_tenant_crm_business`
|
||||
ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
|
||||
-- 1. 线索
|
||||
SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
|
||||
WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_clue' AND COLUMN_NAME = 'contact_position');
|
||||
SET @sql := IF(@has_col = 0,
|
||||
'ALTER TABLE `yz_backend_crm_clue` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
|
||||
'SELECT ''skip: yz_backend_crm_clue.contact_position 已存在'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
ALTER TABLE `yz_tenant_crm_project`
|
||||
ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
|
||||
-- 2. 商机
|
||||
SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
|
||||
WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_business' AND COLUMN_NAME = 'contact_position');
|
||||
SET @sql := IF(@has_col = 0,
|
||||
'ALTER TABLE `yz_backend_crm_business` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
|
||||
'SELECT ''skip: yz_backend_crm_business.contact_position 已存在'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 3. 项目
|
||||
SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
|
||||
WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_project' AND COLUMN_NAME = 'contact_position');
|
||||
SET @sql := IF(@has_col = 0,
|
||||
'ALTER TABLE `yz_backend_crm_project` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
|
||||
'SELECT ''skip: yz_backend_crm_project.contact_position 已存在'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 4. 核对：三张表的 contact_position 字段
|
||||
SELECT TABLE_NAME, COLUMN_NAME, COLUMN_TYPE, COLUMN_COMMENT
|
||||
FROM information_schema.COLUMNS
|
||||
WHERE TABLE_SCHEMA = DATABASE()
|
||||
AND TABLE_NAME IN ('yz_backend_crm_clue', 'yz_backend_crm_business', 'yz_backend_crm_project')
|
||||
AND COLUMN_NAME = 'contact_position'
|
||||
ORDER BY TABLE_NAME;
|
||||
|
||||
@@ -0,0 +1,14 @@
|
||||
-- -----------------------------------------------------------------------------
|
||||
-- 项目文档（CRM 项目 ↔ OA 文档库绑定）
|
||||
--
|
||||
-- 在项目表上增加文档库文件夹分类ID：
|
||||
-- 指向 yz_backend_oa_doc_category 中「共享文档 / 项目文档 / {项目名称}」这条分类。
|
||||
-- 项目建立时自动在文档库中创建同名文件夹并回写该列；
|
||||
-- 存量项目（为 0）在打开「项目文档」或项目详情时自动补建。
|
||||
-- 项目改名时同步重命名文档库文件夹。
|
||||
--
|
||||
-- 注：新建库时该列已包含在 yz_backend_crm_pipeline.sql 中，此脚本用于已有库升级。
|
||||
-- 后端启动时也会自动补列（models.EnsureCrmProjectDocColumn），可不必手工执行。
|
||||
-- -----------------------------------------------------------------------------
|
||||
ALTER TABLE `yz_backend_crm_project`
|
||||
ADD COLUMN `doc_category_id` bigint(20) UNSIGNED NOT NULL DEFAULT 0 COMMENT '关联OA文档库项目文件夹分类ID（共享文档/项目文档/{项目名称}）';
|
||||
@@ -0,0 +1,69 @@
|
||||
-- =============================================================================
|
||||
-- CRM 业务管线表名规范化：yz_tenant_crm_* → yz_backend_crm_*
|
||||
--
|
||||
-- 目的：与 yz_backend_erp_*、yz_backend_contact_company 等保持统一前缀，便于查找维护。
|
||||
--
|
||||
-- 映射：
|
||||
-- yz_tenant_crm_clue → yz_backend_crm_clue
|
||||
-- yz_tenant_crm_business → yz_backend_crm_business
|
||||
-- yz_tenant_crm_project → yz_backend_crm_project
|
||||
-- yz_tenant_crm_follow → yz_backend_crm_follow
|
||||
-- yz_tenant_crm_attach → yz_backend_crm_attach
|
||||
-- yz_tenant_crm_entity_contact → yz_backend_crm_entity_contact
|
||||
-- yz_tenant_crm_operate_log → yz_backend_crm_operate_log
|
||||
--
|
||||
-- 说明：
|
||||
-- - RENAME TABLE 是原子改名，数据、索引、自增全部原样保留，不会丢数据；
|
||||
-- - 幂等：新表已存在或旧表不存在时自动跳过；
|
||||
-- - 注意：需与新版后端一起发布（模型表名已指向 yz_backend_crm_*）。
|
||||
-- =============================================================================
|
||||
|
||||
SET NAMES utf8mb4;
|
||||
|
||||
-- 1. 线索
|
||||
SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_clue');
|
||||
SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_clue');
|
||||
SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_clue` TO `yz_backend_crm_clue`', 'SELECT ''skip: clue'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 2. 商机
|
||||
SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_business');
|
||||
SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_business');
|
||||
SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_business` TO `yz_backend_crm_business`', 'SELECT ''skip: business'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 3. 项目
|
||||
SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_project');
|
||||
SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_project');
|
||||
SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_project` TO `yz_backend_crm_project`', 'SELECT ''skip: project'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 4. 回访/跟进记录
|
||||
SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_follow');
|
||||
SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_follow');
|
||||
SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_follow` TO `yz_backend_crm_follow`', 'SELECT ''skip: follow'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 5. 附件
|
||||
SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_attach');
|
||||
SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_attach');
|
||||
SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_attach` TO `yz_backend_crm_attach`', 'SELECT ''skip: attach'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 6. 联系人
|
||||
SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_entity_contact');
|
||||
SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_entity_contact');
|
||||
SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_entity_contact` TO `yz_backend_crm_entity_contact`', 'SELECT ''skip: entity_contact'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 7. 操作日志
|
||||
SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_operate_log');
|
||||
SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_operate_log');
|
||||
SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_operate_log` TO `yz_backend_crm_operate_log`', 'SELECT ''skip: operate_log'' AS note');
|
||||
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
|
||||
|
||||
-- 8. 核对结果
|
||||
SELECT TABLE_NAME, TABLE_ROWS, CREATE_TIME
|
||||
FROM information_schema.TABLES
|
||||
WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME LIKE 'yz_%crm_%'
|
||||
ORDER BY TABLE_NAME;
|
||||
@@ -0,0 +1,102 @@
|
||||
-- =============================================================================
|
||||
-- 修正「负责人 / 回访人 / 上传人」姓名：把登录账号刷成真实姓名
|
||||
--
|
||||
-- 背景：
|
||||
-- 历史代码把 JWT 里的 Username（登录账号，如 hero920103）写进了
|
||||
-- owner_user_name / last_owner_name 等字段，导致界面显示账号而不是人名。
|
||||
-- 后端已改为按 uid 查 yz_system_tenant_user.name 写入真实姓名，
|
||||
-- 本脚本用于修正存量数据。
|
||||
--
|
||||
-- 说明：
|
||||
-- - 按 tenant_id + owner_user_id(uid) 关联 yz_system_tenant_user 取 name；
|
||||
-- - 只更新「能匹配到用户且姓名非空」的记录，不动其它数据；
|
||||
-- - 幂等，可重复执行（姓名已一致的行不会被更新）。
|
||||
-- =============================================================================
|
||||
|
||||
SET NAMES utf8mb4;
|
||||
|
||||
-- 1. 客户：负责人姓名
|
||||
UPDATE `yz_backend_erp_customer` c
|
||||
JOIN `yz_system_tenant_user` u
|
||||
ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
|
||||
AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
|
||||
SET c.`owner_user_name` = u.`name`
|
||||
WHERE c.`owner_user_id` IS NOT NULL AND c.`owner_user_id` <> ''
|
||||
AND u.`name` IS NOT NULL AND u.`name` <> ''
|
||||
AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
|
||||
|
||||
-- 2. 客户：公海记录里的「原负责人」姓名
|
||||
UPDATE `yz_backend_erp_customer` c
|
||||
JOIN `yz_system_tenant_user` u
|
||||
ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
|
||||
AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
|
||||
SET c.`last_owner_name` = u.`name`
|
||||
WHERE c.`owner_user_id` IS NOT NULL AND c.`owner_user_id` <> ''
|
||||
AND u.`name` IS NOT NULL AND u.`name` <> ''
|
||||
AND c.`last_owner_name` IS NOT NULL AND c.`last_owner_name` <> ''
|
||||
AND c.`last_owner_name` <> u.`name`;
|
||||
|
||||
-- 3. 线索：负责人姓名
|
||||
UPDATE `yz_backend_crm_clue` c
|
||||
JOIN `yz_system_tenant_user` u
|
||||
ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
|
||||
AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
|
||||
SET c.`owner_user_name` = u.`name`
|
||||
WHERE c.`owner_user_id` <> ''
|
||||
AND u.`name` IS NOT NULL AND u.`name` <> ''
|
||||
AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
|
||||
|
||||
-- 4. 商机：负责人姓名
|
||||
UPDATE `yz_backend_crm_business` c
|
||||
JOIN `yz_system_tenant_user` u
|
||||
ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
|
||||
AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
|
||||
SET c.`owner_user_name` = u.`name`
|
||||
WHERE c.`owner_user_id` <> ''
|
||||
AND u.`name` IS NOT NULL AND u.`name` <> ''
|
||||
AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
|
||||
|
||||
-- 5. 项目：负责人姓名
|
||||
UPDATE `yz_backend_crm_project` c
|
||||
JOIN `yz_system_tenant_user` u
|
||||
ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
|
||||
AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
|
||||
SET c.`owner_user_name` = u.`name`
|
||||
WHERE c.`owner_user_id` <> ''
|
||||
AND u.`name` IS NOT NULL AND u.`name` <> ''
|
||||
AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
|
||||
|
||||
-- 6. 回访记录：回访人姓名
|
||||
UPDATE `yz_backend_crm_follow` c
|
||||
JOIN `yz_system_tenant_user` u
|
||||
ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
|
||||
AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
|
||||
SET c.`owner_user_name` = u.`name`
|
||||
WHERE c.`owner_user_id` <> ''
|
||||
AND u.`name` IS NOT NULL AND u.`name` <> ''
|
||||
AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
|
||||
|
||||
-- 7. 附件：上传人姓名
|
||||
UPDATE `yz_backend_crm_attach` c
|
||||
JOIN `yz_system_tenant_user` u
|
||||
ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
|
||||
AND u.`uid` = CAST(c.`uploader_id` AS UNSIGNED)
|
||||
SET c.`uploader_name` = u.`name`
|
||||
WHERE c.`uploader_id` <> ''
|
||||
AND u.`name` IS NOT NULL AND u.`name` <> ''
|
||||
AND (c.`uploader_name` IS NULL OR c.`uploader_name` <> u.`name`);
|
||||
|
||||
-- 8. 操作日志：操作人姓名
|
||||
UPDATE `yz_backend_crm_operate_log` c
|
||||
JOIN `yz_system_tenant_user` u
|
||||
ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
|
||||
AND u.`uid` = CAST(c.`operator_id` AS UNSIGNED)
|
||||
SET c.`operator_name` = u.`name`
|
||||
WHERE c.`operator_id` <> ''
|
||||
AND u.`name` IS NOT NULL AND u.`name` <> ''
|
||||
AND (c.`operator_name` IS NULL OR c.`operator_name` <> u.`name`);
|
||||
|
||||
-- 9. 核对：客户负责人分布
|
||||
SELECT `owner_user_id`, `owner_user_name`, COUNT(*) AS `cnt`
|
||||
FROM `yz_backend_erp_customer`
|
||||
GROUP BY `owner_user_id`, `owner_user_name`;
|
||||
@@ -6,19 +6,19 @@
|
||||
-- 线索转化为商机时才把客户名称落地为正式客户（yz_backend_erp_customer）。
|
||||
-- 2. 线索转化商机后会被锁定（locked=1），后续操作都在商机进行。
|
||||
-- 3. 商机转化项目后同样锁定（locked=1）。
|
||||
-- 4. 回访/跟进记录（yz_tenant_crm_follow）与附件、联系人、操作日志均为通用多态表，
|
||||
-- 4. 回访/跟进记录（yz_backend_crm_follow）与附件、联系人、操作日志均为通用多态表，
|
||||
-- 通过 related_type(1线索/2商机/3项目) + related_id 关联。
|
||||
-- 可重复执行（DROP TABLE IF EXISTS）。
|
||||
-- ⚠️ 安全说明（重要）：
|
||||
-- 本脚本只做 CREATE TABLE IF NOT EXISTS，**不会删除或覆盖任何已有数据**，可重复执行。
|
||||
-- 如需给已存在的表新增字段，请勿重跑本脚本，改用对应的 alter_*.sql 增量脚本。
|
||||
-- =============================================================================
|
||||
|
||||
SET NAMES utf8mb4;
|
||||
SET FOREIGN_KEY_CHECKS = 0;
|
||||
|
||||
-- -----------------------------------------------------------------------------
|
||||
-- 线索表
|
||||
-- -----------------------------------------------------------------------------
|
||||
DROP TABLE IF EXISTS `yz_tenant_crm_clue`;
|
||||
CREATE TABLE `yz_tenant_crm_clue` (
|
||||
CREATE TABLE IF NOT EXISTS `yz_backend_crm_clue` (
|
||||
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
|
||||
`tenant_id` varchar(64) NOT NULL COMMENT '租户ID',
|
||||
`clue_name` varchar(100) NOT NULL COMMENT '线索名称',
|
||||
@@ -55,8 +55,7 @@ CREATE TABLE `yz_tenant_crm_clue` (
|
||||
-- -----------------------------------------------------------------------------
|
||||
-- 商机表
|
||||
-- -----------------------------------------------------------------------------
|
||||
DROP TABLE IF EXISTS `yz_tenant_crm_business`;
|
||||
CREATE TABLE `yz_tenant_crm_business` (
|
||||
CREATE TABLE IF NOT EXISTS `yz_backend_crm_business` (
|
||||
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
|
||||
`tenant_id` varchar(64) NOT NULL COMMENT '租户ID',
|
||||
`business_name` varchar(100) NOT NULL COMMENT '商机名称',
|
||||
@@ -100,8 +99,7 @@ CREATE TABLE `yz_tenant_crm_business` (
|
||||
-- -----------------------------------------------------------------------------
|
||||
-- 项目表
|
||||
-- -----------------------------------------------------------------------------
|
||||
DROP TABLE IF EXISTS `yz_tenant_crm_project`;
|
||||
CREATE TABLE `yz_tenant_crm_project` (
|
||||
CREATE TABLE IF NOT EXISTS `yz_backend_crm_project` (
|
||||
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
|
||||
`tenant_id` varchar(64) NOT NULL COMMENT '租户ID',
|
||||
`project_name` varchar(100) NOT NULL COMMENT '项目名称',
|
||||
@@ -121,6 +119,7 @@ CREATE TABLE `yz_tenant_crm_project` (
|
||||
`contact_phone` varchar(20) NOT NULL DEFAULT '' COMMENT '对接人手机',
|
||||
`address` varchar(255) NOT NULL DEFAULT '' COMMENT '项目地址',
|
||||
`remark` text COMMENT '备注',
|
||||
`doc_category_id` bigint(20) UNSIGNED NOT NULL DEFAULT 0 COMMENT '关联OA文档库项目文件夹分类ID（共享文档/项目文档/{项目名称}）',
|
||||
`create_user_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建人用户ID',
|
||||
`create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
|
||||
`update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
|
||||
@@ -137,13 +136,13 @@ CREATE TABLE `yz_tenant_crm_project` (
|
||||
-- -----------------------------------------------------------------------------
|
||||
-- 回访/跟进记录表（贯穿线索、商机、项目）
|
||||
-- -----------------------------------------------------------------------------
|
||||
DROP TABLE IF EXISTS `yz_tenant_crm_follow`;
|
||||
CREATE TABLE `yz_tenant_crm_follow` (
|
||||
CREATE TABLE IF NOT EXISTS `yz_backend_crm_follow` (
|
||||
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
|
||||
`tenant_id` varchar(64) NOT NULL COMMENT '租户ID',
|
||||
`related_type` tinyint(4) NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
|
||||
`related_id` bigint(20) NOT NULL COMMENT '关联记录ID',
|
||||
`related_name` varchar(100) NOT NULL DEFAULT '' COMMENT '关联对象名称（冗余，便于回访列表展示）',
|
||||
`stage` tinyint(4) NOT NULL DEFAULT '1' COMMENT '创建阶段：1线索/2商机/3项目',
|
||||
`follow_type` varchar(20) NOT NULL DEFAULT '1' COMMENT '回访方式：1电话/2微信/3上门/4邮件/5其他',
|
||||
`follow_time` datetime DEFAULT NULL COMMENT '回访时间',
|
||||
`content` text COMMENT '回访内容',
|
||||
@@ -163,8 +162,7 @@ CREATE TABLE `yz_tenant_crm_follow` (
|
||||
-- -----------------------------------------------------------------------------
|
||||
-- 附件表（多态：线索/商机/项目的资料）
|
||||
-- -----------------------------------------------------------------------------
|
||||
DROP TABLE IF EXISTS `yz_tenant_crm_attach`;
|
||||
CREATE TABLE `yz_tenant_crm_attach` (
|
||||
CREATE TABLE IF NOT EXISTS `yz_backend_crm_attach` (
|
||||
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
|
||||
`tenant_id` varchar(64) NOT NULL COMMENT '租户ID',
|
||||
`related_type` tinyint(4) NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
|
||||
@@ -187,8 +185,7 @@ CREATE TABLE `yz_tenant_crm_attach` (
|
||||
-- -----------------------------------------------------------------------------
|
||||
-- 联系人表（多态：线索/商机/项目的对接人列表）
|
||||
-- -----------------------------------------------------------------------------
|
||||
DROP TABLE IF EXISTS `yz_tenant_crm_entity_contact`;
|
||||
CREATE TABLE `yz_tenant_crm_entity_contact` (
|
||||
CREATE TABLE IF NOT EXISTS `yz_backend_crm_entity_contact` (
|
||||
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
|
||||
`tenant_id` varchar(64) NOT NULL COMMENT '租户ID',
|
||||
`related_type` tinyint(4) NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
|
||||
@@ -213,8 +210,7 @@ CREATE TABLE `yz_tenant_crm_entity_contact` (
|
||||
-- -----------------------------------------------------------------------------
|
||||
-- 操作日志表（多态：记录线索/商机/项目的关键操作，用于详情页操作日志 Tab）
|
||||
-- -----------------------------------------------------------------------------
|
||||
DROP TABLE IF EXISTS `yz_tenant_crm_operate_log`;
|
||||
CREATE TABLE `yz_tenant_crm_operate_log` (
|
||||
CREATE TABLE IF NOT EXISTS `yz_backend_crm_operate_log` (
|
||||
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
|
||||
`tenant_id` varchar(64) NOT NULL COMMENT '租户ID',
|
||||
`related_type` tinyint(4) NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
|
||||
|
||||
Reference in New Issue
Block a user