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增加商机线索管理修复若干bug

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hero920103 committed 2026-09-11 11:11:43 +08:00
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backend/src/views/apps/crm/business/index.vue
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<template>
<div class="crm-page">
<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>
</div>
<div class="header-actions">
<el-button :icon="Refresh" @click="fetchList">刷新</el-button>
<el-button type="primary" :icon="Plus" @click="openCreate">新增商机</el-button>
</div>
</div>
<div class="filter-bar">
<el-form :inline="true" :model="filters" @submit.prevent>
<el-form-item>
<el-input
v-model="filters.keyword"
clearable
placeholder="搜索商机名称 / 客户 / 对接人"
:prefix-icon="Search"
style="width: 260px"
@keyup.enter="handleSearch"
/>
</el-form-item>
<el-form-item label="商机阶段">
<el-select v-model="filters.stage" clearable placeholder="全部" style="width: 130px">
<el-option v-for="i in BUSINESS_STAGE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
</el-select>
</el-form-item>
<el-form-item label="级别">
<el-select v-model="filters.level" clearable placeholder="全部" style="width: 110px">
<el-option v-for="i in PIPELINE_LEVEL_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
</el-select>
</el-form-item>
<el-form-item label="状态">
<el-select v-model="filters.status" clearable placeholder="全部" style="width: 130px">
<el-option v-for="i in BUSINESS_STATUS_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
</el-select>
</el-form-item>
<el-form-item>
<el-button type="primary" :icon="Search" @click="handleSearch">查询</el-button>
<el-button :icon="Refresh" @click="resetFilters">重置</el-button>
</el-form-item>
</el-form>
</div>
<div class="table-container" v-loading="loading">
<el-table :data="tableData" stripe border row-key="id">
<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>
</template>
</el-table-column>
<el-table-column prop="customer_name" label="客户名称" min-width="160" show-overflow-tooltip />
<el-table-column label="商机阶段" width="110" align="center">
<template #default="{ row }">
<el-tag :type="businessStageTag(row.stage)" size="small">{{ businessStageText(row.stage) }}</el-tag>
</template>
</el-table-column>
<el-table-column label="级别" width="90" align="center">
<template #default="{ row }">
<el-tag :type="pipelineLevelTag(row.level)" size="small" effect="plain">
{{ pipelineLevelText(row.level) }}
</el-tag>
</template>
</el-table-column>
<el-table-column label="预计金额" width="130" align="right">
<template #default="{ row }">{{ formatMoney(row.amount) }}</template>
</el-table-column>
<el-table-column label="预计成交日期" width="130" align="center">
<template #default="{ row }">{{ formatDateOnly(row.expect_deal_date) }}</template>
</el-table-column>
<el-table-column label="负责人" width="100">
<template #default="{ row }">{{ row.owner_user_name || "-" }}</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>
</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)">
编辑
</el-button>
<el-button
link
type="warning"
size="small"
:disabled="row.locked === 1 || row.status === 2"
@click="openConvert(row)"
>
转项目
</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="暂无商机" :image-size="80" /></template>
</el-table>
<div class="pagination">
<el-pagination
v-model:current-page="pagination.page"
v-model:page-size="pagination.pageSize"
:total="pagination.total"
:page-sizes="[10, 20, 50, 100]"
layout="total, sizes, prev, pager, next, jumper"
@size-change="handleSearch"
@current-change="fetchList"
/>
</div>
</div>
<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>
</div>
</template>
<script setup>
import { ref, reactive, onMounted } from "vue";
import { ElMessage, ElMessageBox } from "element-plus";
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 {
BUSINESS_STAGE_OPTIONS,
BUSINESS_STATUS_OPTIONS,
PIPELINE_LEVEL_OPTIONS,
businessStageText,
businessStageTag,
businessStatusText,
businessStatusTag,
pipelineLevelText,
pipelineLevelTag,
clueSourceText,
formatMoney,
formatDateOnly,
formatDateTime,
} from "../dict";
const loading = ref(false);
const tableData = ref([]);
const editVisible = ref(false);
const convertVisible = ref(false);
const detailVisible = ref(false);
const currentRow = ref(null);
const filters = reactive({ keyword: "", stage: "", level: "", status: "" });
const pagination = reactive({ page: 1, pageSize: 20, total: 0 });
onMounted(() => {
fetchList();
});
async function fetchList() {
loading.value = true;
try {
const res = await getBusinessList({
page: pagination.page,
pageSize: pagination.pageSize,
...filters,
});
tableData.value = res?.data?.list || [];
pagination.total = res?.data?.total || 0;
} catch (e) {
tableData.value = [];
pagination.total = 0;
ElMessage.error(e.message || "查询失败");
} finally {
loading.value = false;
}
}
function handleSearch() {
pagination.page = 1;
fetchList();
}
function resetFilters() {
filters.keyword = "";
filters.stage = "";
filters.level = "";
filters.status = "";
handleSearch();
}
function openCreate() {
currentRow.value = null;
editVisible.value = true;
}
function openEdit(row) {
currentRow.value = { ...row };
editVisible.value = true;
}
function openConvert(row) {
currentRow.value = { ...row };
convertVisible.value = true;
}
function openDetail(row) {
currentRow.value = { ...row };
detailVisible.value = true;
}
function handleConvertSuccess() {
fetchList();
ElMessage.success("商机已转化为项目，可在项目管理中继续跟进");
}
async function handleDelete(row) {
try {
await ElMessageBox.confirm(`确定删除商机「${row.business_name}」吗？删除后不可恢复。`, "删除确认", {
type: "warning",
});
await deleteBusiness(row.id);
ElMessage.success("删除成功");
fetchList();
} catch (e) {
if (e !== "cancel") ElMessage.error(e.message || "删除失败");
}
}
</script>
<style lang="less" scoped src="../styles/crm-page.less"></style>