更新各项内容
This commit is contained in:
@@ -86,11 +86,6 @@ export function assignPoolCustomer(data) {
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return request({ url: "/backend/crm/pool/assign", method: "post", data });
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}
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/** 移出公海：ids 客户ID集合 */
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export function removeFromPool(data) {
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return request({ url: "/backend/crm/pool/remove", method: "post", data });
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}
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/** 移入公海：ids 客户ID集合，reason 移入原因 */
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export function moveToPool(data) {
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return request({ url: "/backend/crm/pool/move", method: "post", data });
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@@ -80,17 +80,32 @@
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</el-col>
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<el-col :span="12">
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<el-form-item label="座机" prop="phone">
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<el-input v-model="form.phone" placeholder="请输入座机号（选填）" />
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<el-input v-model="form.phone" placeholder="请输入座机号" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="邮箱" prop="email">
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<el-input v-model="form.email" placeholder="请输入邮箱（选填）" />
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<el-input v-model="form.email" placeholder="请输入邮箱" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="微信" prop="wechat">
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<el-input v-model="form.wechat" placeholder="请输入微信号" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="QQ" prop="qq">
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<el-input v-model="form.qq" placeholder="请输入QQ号" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="钉钉" prop="dingtalk">
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<el-input v-model="form.dingtalk" placeholder="请输入钉钉号" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="部门" prop="department">
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<el-input v-model="form.department" placeholder="请输入所属部门（选填）" />
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<el-input v-model="form.department" placeholder="请输入所属部门" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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@@ -109,13 +124,29 @@
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/>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="在职状态" prop="status">
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<el-switch
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v-model="form.status"
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:active-value="1"
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:inactive-value="0"
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active-text="在职"
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inactive-text="离职"
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/>
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="家庭住址" prop="home_address">
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<el-input v-model="form.home_address" placeholder="请输入家庭住址" />
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="备注" prop="remark">
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<el-input
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v-model="form.remark"
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type="textarea"
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:rows="3"
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placeholder="如：关键决策人、对接注意事项（选填）"
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placeholder="如：关键决策人、对接注意事项"
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/>
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</el-form-item>
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</el-col>
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@@ -162,9 +193,14 @@ const defaultForm = () => ({
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mobile: "",
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phone: "",
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email: "",
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wechat: "",
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qq: "",
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dingtalk: "",
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department: "",
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position: "",
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home_address: "",
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is_primary: 0,
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status: 1,
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remark: "",
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});
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@@ -175,10 +211,14 @@ const rules = {
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related_id: [{ required: true, message: "请选择关联对象", trigger: "change" }],
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contact_name: [{ required: true, message: "请输入联系人姓名", trigger: "blur" }],
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mobile: [
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{ required: true, message: "请输入手机号", trigger: "blur" },
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{
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pattern: /^1[3-9]\d{9}$/,
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message: "手机号格式不正确",
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// 手机号非必填，填写时才校验格式
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validator: (rule, value, callback) => {
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const val = (value || "").trim();
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if (!val) return callback();
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if (!/^1[3-9]\d{9}$/.test(val)) return callback(new Error("手机号格式不正确"));
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callback();
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},
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trigger: "blur",
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},
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],
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@@ -52,7 +52,7 @@
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<el-table-column label="姓名" min-width="140" show-overflow-tooltip>
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<template #default="{ row }">
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<div class="name-cell-wrapper">
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<span class="name-cell">{{ row.contact_name }}</span>
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<span class="name-cell name-link" @click="openDetail(row)">{{ row.contact_name }}</span>
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<el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">
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主联系人
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</el-tag>
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@@ -63,8 +63,6 @@
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<template #default="{ row }">{{ genderText(row.gender) }}</template>
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</el-table-column>
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<el-table-column prop="mobile" label="手机号" width="130" />
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<el-table-column prop="phone" label="座机" width="130" show-overflow-tooltip />
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<el-table-column prop="email" label="邮箱" min-width="170" show-overflow-tooltip />
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<el-table-column label="关联类型" width="100" align="center">
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<template #default="{ row }">
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<el-tag size="small" :type="Number(row.related_type) === 1 ? 'primary' : 'warning'">
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@@ -118,6 +116,51 @@
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:edit-data="currentEditData"
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@success="fetchList"
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/>
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<!-- 联系人详情 -->
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<el-drawer
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v-model="detailVisible"
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:title="detailData?.contact_name || '联系人详情'"
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direction="rtl"
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size="540px"
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>
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<div v-if="detailData">
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<el-descriptions title="基本信息" :column="2" border size="small">
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<el-descriptions-item label="姓名">{{ detailData.contact_name }}</el-descriptions-item>
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<el-descriptions-item label="性别">{{ genderText(detailData.gender) }}</el-descriptions-item>
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<el-descriptions-item label="关联类型">
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<el-tag size="small" :type="Number(detailData.related_type) === 1 ? 'primary' : 'warning'">
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{{ relatedTypeText(detailData.related_type) }}
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</el-tag>
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</el-descriptions-item>
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<el-descriptions-item label="关联对象">{{ detailData.related_name || '-' }}</el-descriptions-item>
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<el-descriptions-item label="部门">{{ detailData.department || '-' }}</el-descriptions-item>
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<el-descriptions-item label="职位">{{ detailData.position || '-' }}</el-descriptions-item>
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<el-descriptions-item label="手机号">{{ detailData.mobile || '-' }}</el-descriptions-item>
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<el-descriptions-item label="座机">{{ detailData.phone || '-' }}</el-descriptions-item>
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<el-descriptions-item label="邮箱">{{ detailData.email || '-' }}</el-descriptions-item>
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<el-descriptions-item label="微信">{{ detailData.wechat || '-' }}</el-descriptions-item>
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<el-descriptions-item label="QQ">{{ detailData.qq || '-' }}</el-descriptions-item>
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<el-descriptions-item label="钉钉">{{ detailData.dingtalk || '-' }}</el-descriptions-item>
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<el-descriptions-item label="主联系人">
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<el-tag v-if="Number(detailData.is_primary) === 1" type="danger" size="small">是</el-tag>
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<span v-else>否</span>
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</el-descriptions-item>
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<el-descriptions-item label="在职状态">
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<el-tag :type="Number(detailData.status) === 1 ? 'success' : 'info'" size="small">
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{{ Number(detailData.status) === 1 ? '在职' : '离职' }}
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</el-tag>
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</el-descriptions-item>
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<el-descriptions-item label="家庭住址" :span="2">
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{{ detailData.home_address || '-' }}
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</el-descriptions-item>
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<el-descriptions-item label="备注" :span="2">{{ detailData.remark || '-' }}</el-descriptions-item>
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<el-descriptions-item label="更新时间" :span="2">
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{{ formatDateTime(detailData.update_time) }}
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</el-descriptions-item>
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</el-descriptions>
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</div>
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</el-drawer>
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</div>
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</template>
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@@ -139,6 +182,10 @@ const tableData = ref([]);
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const editVisible = ref(false);
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const currentEditData = ref(null);
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// 详情
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const detailVisible = ref(false);
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const detailData = ref(null);
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const filters = reactive({
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keyword: "",
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related_type: "",
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@@ -193,6 +240,11 @@ function openCreate() {
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editVisible.value = true;
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}
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function openDetail(row) {
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detailData.value = { ...row };
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detailVisible.value = true;
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}
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function openEdit(row) {
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currentEditData.value = { ...row };
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editVisible.value = true;
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@@ -277,6 +329,15 @@ async function handleDelete(row) {
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color: var(--el-text-color-primary);
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}
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.name-link {
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cursor: pointer;
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color: var(--el-color-primary);
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&:hover {
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text-decoration: underline;
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}
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}
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.pagination {
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margin-top: 16px;
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display: flex;
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@@ -1,22 +1,33 @@
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<template>
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<el-dialog
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:model-value="visible"
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:title="isEdit ? '编辑客户' : '新增客户'"
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width="760px"
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:title="dialogTitle"
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width="680px"
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:close-on-click-modal="false"
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@update:model-value="handleClose"
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@closed="handleClosed"
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>
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<el-tabs v-model="activeTab">
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<el-tab-pane label="基本信息" name="basic">
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<!-- 步骤条 -->
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<div class="steps-wrapper">
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<el-steps :active="activeStep" finish-status="success" align-center>
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<el-step title="基本信息" />
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<el-step title="联系信息" />
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<el-step title="开票信息" />
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<el-step title="备注信息" />
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</el-steps>
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</div>
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<el-form
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ref="formRef"
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:model="form"
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:rules="rules"
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label-width="110px"
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:rules="allRules"
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label-width="100px"
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label-position="right"
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style="margin-top: 24px"
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>
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<el-row :gutter="16">
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<!-- 步骤1：基本信息 -->
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<div v-show="activeStep === 0">
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<el-row :gutter="20">
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<el-col :span="12">
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<el-form-item label="客户名称" prop="customer_name">
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<el-input v-model="form.customer_name" placeholder="请输入客户名称" />
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@@ -52,30 +63,50 @@
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="合作开始" prop="register_time">
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<el-date-picker
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v-model="form.register_time"
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type="date"
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value-format="YYYY-MM-DD"
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placeholder="选择日期"
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style="width: 100%"
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/>
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<el-form-item label="注册资本" prop="registered_capital">
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<el-input v-model="form.registered_capital" placeholder="万元">
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<template #append>万元</template>
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</el-input>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="合作到期" prop="expire_time">
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<el-date-picker
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v-model="form.expire_time"
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type="date"
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value-format="YYYY-MM-DD"
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placeholder="选择日期"
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style="width: 100%"
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/>
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<el-form-item label="实缴资本" prop="paid_capital">
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<el-input v-model="form.paid_capital" placeholder="万元">
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<template #append>万元</template>
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</el-input>
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="客户地址" prop="address">
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<el-input v-model="form.address" placeholder="请输入详细地址" />
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<el-col :span="12">
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<el-form-item label="成立日期" prop="establish_date">
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<el-date-picker v-model="form.establish_date" type="date" value-format="YYYY-MM-DD" placeholder="选择日期" style="width: 100%" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="行政区划" prop="administrative_division">
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<el-input v-model="form.administrative_division" placeholder="省/市/区" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="企业类型" prop="enterprise_type">
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<el-select v-model="form.enterprise_type" placeholder="请选择" style="width: 100%">
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<el-option label="有限责任公司" value="有限责任公司" />
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<el-option label="股份有限公司" value="股份有限公司" />
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<el-option label="合伙企业" value="合伙企业" />
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<el-option label="个人独资企业" value="个人独资企业" />
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<el-option label="国有企业" value="国有企业" />
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<el-option label="集体企业" value="集体企业" />
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<el-option label="外商投资企业" value="外商投资企业" />
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<el-option label="其他" value="其他" />
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="纳税人资质" prop="taxpayer_qualification">
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<el-select v-model="form.taxpayer_qualification" placeholder="请选择" style="width: 100%">
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<el-option label="一般纳税人" value="一般纳税人" />
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<el-option label="小规模纳税人" value="小规模纳税人" />
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<el-option label="其他" value="其他" />
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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@@ -90,99 +121,134 @@
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="经营范围" prop="business_scope">
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<el-input v-model="form.business_scope" type="textarea" :rows="3" placeholder="请输入经营范围（选填）" />
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</el-form-item>
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</el-col>
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</el-row>
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</el-form>
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</el-tab-pane>
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</div>
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<el-tab-pane label="联系信息" name="contact">
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<el-form :model="form" label-width="110px" label-position="right">
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<el-row :gutter="16">
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<!-- 步骤2：联系信息 -->
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<div v-show="activeStep === 1">
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<el-row :gutter="20">
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<el-col :span="12">
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<el-form-item label="联系人">
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<el-form-item label="联系人" prop="contact_person">
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<el-input v-model="form.contact_person" placeholder="请输入联系人姓名" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="联系电话">
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<el-form-item label="联系电话" prop="contact_phone">
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<el-input v-model="form.contact_phone" placeholder="请输入联系电话" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="联系邮箱">
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<el-form-item label="联系邮箱" prop="contact_email">
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<el-input v-model="form.contact_email" placeholder="请输入邮箱" />
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="客户地址" prop="address">
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<el-input v-model="form.address" placeholder="请输入详细地址" />
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||||
</el-form-item>
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</el-col>
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||||
</el-row>
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</el-form>
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</el-tab-pane>
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</div>
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||||
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||||
<el-tab-pane label="开票信息" name="invoice">
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||||
<el-form :model="form" label-width="110px" label-position="right">
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||||
<el-row :gutter="16">
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||||
<!-- 步骤3：开票信息（发票+银行合并） -->
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<div v-show="activeStep === 2">
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<el-divider content-position="left">发票信息</el-divider>
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<el-row :gutter="20">
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||||
<el-col :span="12">
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<el-form-item label="发票抬头">
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||||
<el-form-item label="发票抬头" prop="invoice_title">
|
||||
<el-input v-model="form.invoice_title" placeholder="请输入发票抬头" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="纳税人识别号">
|
||||
<el-form-item label="纳税人识别号" prop="tax_number">
|
||||
<el-input v-model="form.tax_number" placeholder="请输入纳税人识别号" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="注册地址">
|
||||
<el-form-item label="注册地址" prop="registered_address">
|
||||
<el-input v-model="form.registered_address" placeholder="请输入注册地址" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="注册电话">
|
||||
<el-form-item label="注册电话" prop="registered_phone">
|
||||
<el-input v-model="form.registered_phone" placeholder="请输入注册电话" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
<el-divider content-position="left">银行信息</el-divider>
|
||||
<el-row :gutter="20">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="开户行名称">
|
||||
<el-form-item label="开户行名称" prop="bank_name">
|
||||
<el-input v-model="form.bank_name" placeholder="请输入开户行名称" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="开户行账号">
|
||||
<el-input v-model="form.bank_account" placeholder="请输入银行账号" />
|
||||
<el-form-item label="开户行账号" prop="bank_account">
|
||||
<el-input v-model="form.bank_account" placeholder="请输入开户行账号" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
</el-form>
|
||||
</el-tab-pane>
|
||||
</div>
|
||||
|
||||
<el-tab-pane label="备注" name="remark">
|
||||
<el-form :model="form" label-width="110px" label-position="right">
|
||||
<el-form-item label="备注">
|
||||
<!-- 步骤4：备注信息 -->
|
||||
<div v-show="activeStep === 3">
|
||||
<el-form-item label="备注" prop="remark">
|
||||
<el-input
|
||||
v-model="form.remark"
|
||||
type="textarea"
|
||||
:rows="8"
|
||||
:rows="10"
|
||||
placeholder="请输入备注信息（选填）"
|
||||
/>
|
||||
</el-form-item>
|
||||
<div class="final-step-tip">
|
||||
<el-icon><InfoFilled /></el-icon>
|
||||
<span>确认所有信息无误后，点击「保存」完成创建。</span>
|
||||
</div>
|
||||
</div>
|
||||
</el-form>
|
||||
</el-tab-pane>
|
||||
</el-tabs>
|
||||
|
||||
<template #footer>
|
||||
<div class="dialog-footer">
|
||||
<div class="footer-left">
|
||||
<el-button v-if="activeStep > 0" @click="prevStep">上一步</el-button>
|
||||
<el-button v-if="activeStep < 3" type="primary" @click="nextStep"
|
||||
>下一步</el-button
|
||||
>
|
||||
</div>
|
||||
<div class="footer-right">
|
||||
<el-button @click="handleClose">取消</el-button>
|
||||
<el-button type="primary" :loading="submitting" @click="handleSave">保存</el-button>
|
||||
<el-button
|
||||
v-if="!isEdit || form.is_draft === 1"
|
||||
:loading="submitting"
|
||||
@click="handleSaveDraft"
|
||||
>
|
||||
保存草稿
|
||||
</el-button>
|
||||
<el-button
|
||||
v-if="activeStep === 3"
|
||||
type="primary"
|
||||
:loading="submitting"
|
||||
@click="handleSave(false)"
|
||||
>
|
||||
保存
|
||||
</el-button>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
</el-dialog>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive, watch, nextTick } from "vue";
|
||||
import { ref, reactive, computed, watch } from "vue";
|
||||
import { ElMessage } from "element-plus";
|
||||
import { InfoFilled } from "@element-plus/icons-vue";
|
||||
import { createCrmCustomer, updateCrmCustomer } from "@/api/crm";
|
||||
import {
|
||||
CUSTOMER_TYPE_OPTIONS,
|
||||
STATUS_OPTIONS,
|
||||
levelOptions,
|
||||
} from "../../dict";
|
||||
import { CUSTOMER_TYPE_OPTIONS, STATUS_OPTIONS, levelOptions } from "../../dict";
|
||||
|
||||
const props = defineProps({
|
||||
visible: { type: Boolean, default: false },
|
||||
@@ -192,23 +258,36 @@ const props = defineProps({
|
||||
const emit = defineEmits(["update:visible", "success"]);
|
||||
|
||||
const formRef = ref();
|
||||
const activeTab = ref("basic");
|
||||
const activeStep = ref(0);
|
||||
const submitting = ref(false);
|
||||
const isEdit = ref(false);
|
||||
const internalId = ref(null);
|
||||
|
||||
const dialogTitle = computed(() => {
|
||||
if (isEdit.value) {
|
||||
return form.is_draft === 1 ? "编辑客户（草稿）" : "编辑客户";
|
||||
}
|
||||
return "新增客户";
|
||||
});
|
||||
|
||||
const defaultForm = () => ({
|
||||
customer_name: "",
|
||||
customer_type: "1",
|
||||
customer_level: "3",
|
||||
industry: "",
|
||||
registered_capital: "",
|
||||
paid_capital: "",
|
||||
establish_date: "",
|
||||
administrative_division: "",
|
||||
enterprise_type: "有限责任公司",
|
||||
taxpayer_qualification: "一般纳税人",
|
||||
business_scope: "",
|
||||
address: "",
|
||||
contact_person: "",
|
||||
contact_phone: "",
|
||||
contact_email: "",
|
||||
address: "",
|
||||
register_time: "",
|
||||
expire_time: "",
|
||||
status: "1",
|
||||
is_draft: 0,
|
||||
remark: "",
|
||||
invoice_title: "",
|
||||
tax_number: "",
|
||||
@@ -220,9 +299,19 @@ const defaultForm = () => ({
|
||||
|
||||
const form = reactive(defaultForm());
|
||||
|
||||
const rules = {
|
||||
customer_name: [{ required: true, message: "请输入客户名称", trigger: "blur" }],
|
||||
customer_type: [{ required: true, message: "请选择客户类型", trigger: "change" }],
|
||||
// 各步骤的验证规则
|
||||
const stepRules = [
|
||||
// 步骤1：基本信息
|
||||
{
|
||||
customer_name: [
|
||||
{ required: true, message: "请输入客户名称", trigger: "blur" },
|
||||
],
|
||||
customer_type: [
|
||||
{ required: true, message: "请选择客户类型", trigger: "change" },
|
||||
],
|
||||
},
|
||||
// 步骤2：联系信息
|
||||
{
|
||||
contact_phone: [
|
||||
{
|
||||
pattern: /^(1[3-9]\d{9}|0\d{2,3}-?\d{7,8}|\d{7,8})$/,
|
||||
@@ -231,22 +320,36 @@ const rules = {
|
||||
},
|
||||
],
|
||||
contact_email: [{ type: "email", message: "邮箱格式不正确", trigger: "blur" }],
|
||||
};
|
||||
},
|
||||
// 步骤3：开票信息（无必填）
|
||||
{},
|
||||
// 步骤4：备注信息（无必填）
|
||||
{},
|
||||
];
|
||||
|
||||
const allRules = computed(() => {
|
||||
const merged = {};
|
||||
stepRules.forEach((rules) => {
|
||||
Object.assign(merged, rules);
|
||||
});
|
||||
return merged;
|
||||
});
|
||||
|
||||
watch(
|
||||
() => props.visible,
|
||||
async (val) => {
|
||||
if (!val) return;
|
||||
activeTab.value = "basic";
|
||||
isEdit.value = !!props.editData;
|
||||
internalId.value = props.editData?.id ?? null;
|
||||
(val) => {
|
||||
if (val) {
|
||||
activeStep.value = 0;
|
||||
internalId.value = null;
|
||||
if (props.editData) {
|
||||
isEdit.value = true;
|
||||
internalId.value = props.editData.id;
|
||||
Object.assign(form, defaultForm(), props.editData);
|
||||
} else {
|
||||
isEdit.value = false;
|
||||
Object.assign(form, defaultForm());
|
||||
}
|
||||
await nextTick();
|
||||
formRef.value?.clearValidate();
|
||||
}
|
||||
}
|
||||
);
|
||||
|
||||
@@ -256,33 +359,109 @@ function handleClose() {
|
||||
|
||||
function handleClosed() {
|
||||
formRef.value?.resetFields();
|
||||
activeTab.value = "basic";
|
||||
activeStep.value = 0;
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
async function nextStep() {
|
||||
const currentRules = stepRules[activeStep.value];
|
||||
if (Object.keys(currentRules).length > 0) {
|
||||
try {
|
||||
await formRef.value.validateField(Object.keys(currentRules));
|
||||
} catch (e) {
|
||||
return;
|
||||
}
|
||||
}
|
||||
if (activeStep.value < 3) {
|
||||
activeStep.value++;
|
||||
}
|
||||
}
|
||||
|
||||
function prevStep() {
|
||||
if (activeStep.value > 0) {
|
||||
activeStep.value--;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleSave(isDraft) {
|
||||
if (!formRef.value) return;
|
||||
if (isDraft) {
|
||||
if (!form.customer_name || form.customer_name.trim() === "") {
|
||||
ElMessage.warning("客户名称不能为空");
|
||||
return;
|
||||
}
|
||||
} else {
|
||||
try {
|
||||
await formRef.value.validate();
|
||||
} catch (e) {
|
||||
activeTab.value = "basic";
|
||||
for (let i = 0; i < stepRules.length; i++) {
|
||||
const fields = Object.keys(stepRules[i]);
|
||||
for (const field of fields) {
|
||||
if (!form[field] || form[field] === "") {
|
||||
activeStep.value = i;
|
||||
return;
|
||||
}
|
||||
}
|
||||
}
|
||||
return;
|
||||
}
|
||||
}
|
||||
|
||||
submitting.value = true;
|
||||
try {
|
||||
const payload = { ...form, is_draft: 0 };
|
||||
const payload = { ...form, is_draft: isDraft ? 1 : 0 };
|
||||
if (internalId.value) {
|
||||
await updateCrmCustomer(internalId.value, payload);
|
||||
ElMessage.success("更新成功");
|
||||
ElMessage.success(isDraft ? "草稿已保存" : "更新成功");
|
||||
} else {
|
||||
await createCrmCustomer(payload);
|
||||
ElMessage.success("新增成功");
|
||||
const res = await createCrmCustomer(payload);
|
||||
ElMessage.success(isDraft ? "草稿已保存" : "创建成功");
|
||||
if (res && res.data && res.data.id) {
|
||||
internalId.value = res.data.id;
|
||||
isEdit.value = true;
|
||||
}
|
||||
}
|
||||
emit("success");
|
||||
if (!isDraft) {
|
||||
handleClose();
|
||||
}
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "操作失败");
|
||||
} finally {
|
||||
submitting.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
function handleSaveDraft() {
|
||||
handleSave(true);
|
||||
}
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.steps-wrapper {
|
||||
padding: 0 20px;
|
||||
}
|
||||
|
||||
.dialog-footer {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
|
||||
.footer-left,
|
||||
.footer-right {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
}
|
||||
|
||||
.final-step-tip {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
margin-top: 24px;
|
||||
padding: 12px 16px;
|
||||
background: var(--el-color-info-light-9);
|
||||
border-radius: 4px;
|
||||
color: var(--el-text-color-secondary);
|
||||
font-size: 13px;
|
||||
}
|
||||
</style>
|
||||
|
||||
@@ -0,0 +1,520 @@
|
||||
<template>
|
||||
<el-dialog
|
||||
:model-value="visible"
|
||||
@update:model-value="emit('update:visible', $event)"
|
||||
title="智能添加客户"
|
||||
width="780px"
|
||||
:close-on-click-modal="false"
|
||||
@closed="handleClosed"
|
||||
>
|
||||
<!-- 第一步：输入名称 -->
|
||||
<div v-if="step === 1" class="step-input">
|
||||
<el-form label-width="100px">
|
||||
<el-form-item label="客户名称" required>
|
||||
<el-input
|
||||
v-model="companyName"
|
||||
placeholder="请输入客户全称或简称"
|
||||
@keyup.enter="handleGenerate"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-alert
|
||||
title="AI将根据公司名称自动生成企业信息、联系方式、开票信息等，生成后可手动修改"
|
||||
type="info"
|
||||
:closable="false"
|
||||
show-icon
|
||||
/>
|
||||
</el-form>
|
||||
<div class="step-actions">
|
||||
<el-button type="primary" :icon="Cpu" :loading="generating" @click="handleGenerate">
|
||||
智能生成
|
||||
</el-button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 第二步：确认编辑 -->
|
||||
<div v-else class="step-confirm">
|
||||
<div class="confirm-header">
|
||||
<el-alert
|
||||
title="AI已生成以下信息，请检查确认，可直接修改错误内容，确认无误后点击保存"
|
||||
type="success"
|
||||
:closable="false"
|
||||
show-icon
|
||||
/>
|
||||
</div>
|
||||
|
||||
<el-form ref="formRef" :model="form" label-width="110px" class="smart-form">
|
||||
<el-divider content-position="left">基本信息</el-divider>
|
||||
<el-row :gutter="16">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="客户名称">
|
||||
<el-input v-model="form.customer_name" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="客户类型">
|
||||
<el-select v-model="form.customer_type" placeholder="请选择" style="width: 100%">
|
||||
<el-option
|
||||
v-for="item in CUSTOMER_TYPE_OPTIONS"
|
||||
:key="item.value"
|
||||
:label="item.label"
|
||||
:value="item.value"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="客户等级">
|
||||
<el-select v-model="form.customer_level" placeholder="请选择" style="width: 100%">
|
||||
<el-option
|
||||
v-for="item in levelOptions('customer')"
|
||||
:key="item.value"
|
||||
:label="item.label"
|
||||
:value="item.value"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="所属行业">
|
||||
<el-input v-model="form.industry" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="企业类型">
|
||||
<el-select v-model="form.enterprise_type" placeholder="请选择" style="width: 100%">
|
||||
<el-option label="有限责任公司" value="有限责任公司" />
|
||||
<el-option label="股份有限公司" value="股份有限公司" />
|
||||
<el-option label="合伙企业" value="合伙企业" />
|
||||
<el-option label="个人独资企业" value="个人独资企业" />
|
||||
<el-option label="国有企业" value="国有企业" />
|
||||
<el-option label="集体企业" value="集体企业" />
|
||||
<el-option label="外商投资企业" value="外商投资企业" />
|
||||
<el-option label="其他" value="其他" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="纳税人资质">
|
||||
<el-select v-model="form.taxpayer_qualification" placeholder="请选择" style="width: 100%">
|
||||
<el-option label="一般纳税人" value="一般纳税人" />
|
||||
<el-option label="小规模纳税人" value="小规模纳税人" />
|
||||
<el-option label="其他" value="其他" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="注册资本">
|
||||
<el-input v-model="form.registered_capital" placeholder="万元">
|
||||
<template #append>万元</template>
|
||||
</el-input>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="实缴资本">
|
||||
<el-input v-model="form.paid_capital" placeholder="万元">
|
||||
<template #append>万元</template>
|
||||
</el-input>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="成立日期">
|
||||
<el-date-picker v-model="form.establish_date" type="date" value-format="YYYY-MM-DD" style="width: 100%" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="行政区划">
|
||||
<el-input v-model="form.administrative_division" placeholder="如：江苏省连云港市海州区" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="状态">
|
||||
<el-select v-model="form.status" placeholder="请选择" style="width: 100%">
|
||||
<el-option
|
||||
v-for="item in STATUS_OPTIONS"
|
||||
:key="item.value"
|
||||
:label="item.label"
|
||||
:value="item.value"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="公司地址">
|
||||
<el-input v-model="form.address" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="经营范围">
|
||||
<el-input v-model="form.business_scope" type="textarea" :rows="2" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
|
||||
<el-divider content-position="left">联系信息</el-divider>
|
||||
<el-row :gutter="16">
|
||||
<el-col :span="8">
|
||||
<el-form-item label="联系人">
|
||||
<el-input v-model="form.contact_person" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="8">
|
||||
<el-form-item label="联系电话">
|
||||
<el-input v-model="form.contact_phone" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="8">
|
||||
<el-form-item label="邮箱">
|
||||
<el-input v-model="form.contact_email" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
|
||||
<el-divider content-position="left">开票信息</el-divider>
|
||||
<el-row :gutter="16">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="发票抬头">
|
||||
<el-input v-model="form.invoice_title" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="税号">
|
||||
<el-input v-model="form.tax_number" placeholder="18位统一社会信用代码" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="开户银行">
|
||||
<el-input v-model="form.bank_name" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="银行账号">
|
||||
<el-input v-model="form.bank_account" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="注册地址">
|
||||
<el-input v-model="form.registered_address" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="注册电话">
|
||||
<el-input v-model="form.registered_phone" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
|
||||
<el-divider content-position="left">备注</el-divider>
|
||||
<el-form-item label="备注">
|
||||
<el-input v-model="form.remark" type="textarea" :rows="2" />
|
||||
</el-form-item>
|
||||
|
||||
<!-- 显示原始AI响应数据 -->
|
||||
<el-divider content-position="left">AI响应数据</el-divider>
|
||||
<el-form-item label="查询信息" v-if="genMeta.model || (genMeta.tools && genMeta.tools.length)">
|
||||
<div class="ai-meta">
|
||||
<div class="ai-meta-row">
|
||||
<span class="ai-meta-label">使用模型：</span>
|
||||
<span>{{ genMeta.model || '—' }}</span>
|
||||
</div>
|
||||
<div class="ai-meta-row">
|
||||
<span class="ai-meta-label">调用工具：</span>
|
||||
<template v-if="genMeta.tools && genMeta.tools.length">
|
||||
<el-tag
|
||||
v-for="t in genMeta.tools"
|
||||
:key="t.server_id + '-' + t.tool_name"
|
||||
size="small"
|
||||
type="info"
|
||||
class="ai-tool-tag"
|
||||
>{{ t.server_name }} / {{ t.tool_name }}</el-tag>
|
||||
</template>
|
||||
<span v-else>无</span>
|
||||
</div>
|
||||
<div class="ai-meta-row" v-if="genMeta.found !== undefined">
|
||||
<span class="ai-meta-label">查到结果：</span>
|
||||
<el-tag v-if="genMeta.found" size="small" type="success">已查到工商信息</el-tag>
|
||||
<el-tag v-else size="small" type="warning">未查到（请手动补全）</el-tag>
|
||||
</div>
|
||||
</div>
|
||||
</el-form-item>
|
||||
<el-form-item label="详细数据">
|
||||
<div class="ai-data-box">
|
||||
<pre>{{ formattedAiData }}</pre>
|
||||
</div>
|
||||
<div class="form-tip">此数据为AI返回的原始响应，仅作查看参考，已自动填充可编辑字段到上方表单</div>
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
</div>
|
||||
|
||||
<template #footer>
|
||||
<el-button v-if="step === 2" @click="step = 1">返回修改名称</el-button>
|
||||
<el-button
|
||||
v-if="step === 2"
|
||||
type="primary"
|
||||
:loading="saving"
|
||||
@click="handleSave"
|
||||
>确认保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive, watch } from 'vue'
|
||||
import { ElMessage } from 'element-plus'
|
||||
import { Cpu } from '@element-plus/icons-vue'
|
||||
import { smartGenerateCompany } from '@/api/ai'
|
||||
import { createCrmCustomer } from '@/api/crm'
|
||||
import {
|
||||
CUSTOMER_TYPE_OPTIONS,
|
||||
STATUS_OPTIONS,
|
||||
levelOptions,
|
||||
} from '../../dict'
|
||||
|
||||
const props = defineProps({
|
||||
visible: { type: Boolean, default: false },
|
||||
type: { type: String, default: 'customer' } // 当前仅支持 customer
|
||||
})
|
||||
|
||||
const emit = defineEmits(['update:visible', 'success'])
|
||||
|
||||
const step = ref(1)
|
||||
const companyName = ref('')
|
||||
const generating = ref(false)
|
||||
const saving = ref(false)
|
||||
const formRef = ref()
|
||||
|
||||
const defaultForm = () => ({
|
||||
customer_name: '',
|
||||
customer_type: '1',
|
||||
customer_level: '3',
|
||||
industry: '',
|
||||
enterprise_type: '有限责任公司',
|
||||
taxpayer_qualification: '一般纳税人',
|
||||
status: '1',
|
||||
registered_capital: '',
|
||||
paid_capital: '',
|
||||
establish_date: '',
|
||||
administrative_division: '',
|
||||
business_scope: '',
|
||||
address: '',
|
||||
contact_person: '',
|
||||
contact_phone: '',
|
||||
contact_email: '',
|
||||
invoice_title: '',
|
||||
tax_number: '',
|
||||
bank_name: '',
|
||||
bank_account: '',
|
||||
registered_address: '',
|
||||
registered_phone: '',
|
||||
remark: ''
|
||||
})
|
||||
|
||||
const form = reactive(defaultForm())
|
||||
|
||||
// 本次查询使用的模型与 MCP 工具（后端返回）
|
||||
const genMeta = ref({ model: '', tools: [], found: undefined })
|
||||
|
||||
// 原始AI响应数据（JSON格式字符串）
|
||||
const rawAiData = ref('')
|
||||
|
||||
// formattedAiData 直接显示 rawAiData 的内容
|
||||
const formattedAiData = ref('')
|
||||
watch(rawAiData, (newVal) => {
|
||||
formattedAiData.value = newVal
|
||||
}, { immediate: true })
|
||||
|
||||
async function handleGenerate() {
|
||||
if (!companyName.value.trim()) {
|
||||
ElMessage.warning('请输入公司名称')
|
||||
return
|
||||
}
|
||||
|
||||
generating.value = true
|
||||
try {
|
||||
const res = await smartGenerateCompany({
|
||||
company_name: companyName.value.trim(),
|
||||
type: props.type
|
||||
})
|
||||
if (res.code === 200) {
|
||||
// 记录本次查询使用的模型与 MCP 工具，便于前端透明展示
|
||||
genMeta.value = {
|
||||
model: res.data.model || '',
|
||||
tools: res.data.tools || [],
|
||||
found: res.data.found
|
||||
}
|
||||
if (res.data.parsed && res.data.data) {
|
||||
const data = res.data.data
|
||||
form.customer_name = data.customer_name || data.name || companyName.value.trim()
|
||||
form.customer_type = data.customer_type || '1'
|
||||
form.customer_level = data.customer_level || '3'
|
||||
form.status = data.status || '1'
|
||||
form.industry = data.industry || ''
|
||||
form.enterprise_type = data.enterprise_type || ''
|
||||
form.taxpayer_qualification = data.taxpayer_qualification || ''
|
||||
form.registered_capital = data.registered_capital || ''
|
||||
form.paid_capital = data.paid_capital || ''
|
||||
form.establish_date = data.establish_date || ''
|
||||
form.administrative_division = data.administrative_division || ''
|
||||
form.business_scope = data.business_scope || ''
|
||||
form.address = data.address || ''
|
||||
form.contact_person = data.contact_person || ''
|
||||
form.contact_phone = data.contact_phone || ''
|
||||
form.contact_email = data.contact_email || ''
|
||||
form.invoice_title = data.invoice_title || form.customer_name
|
||||
form.tax_number = data.tax_number || ''
|
||||
form.bank_name = data.bank_name || ''
|
||||
form.bank_account = data.bank_account || ''
|
||||
form.registered_address = data.registered_address || ''
|
||||
form.registered_phone = data.registered_phone || ''
|
||||
form.remark = data.remark || ''
|
||||
// 保存原始AI响应数据（使用后端返回的原始数据）
|
||||
if (res.data.raw) {
|
||||
rawAiData.value = res.data.raw
|
||||
} else {
|
||||
rawAiData.value = JSON.stringify(data, null, 2)
|
||||
}
|
||||
} else {
|
||||
// 解析失败，显示AI原始返回内容
|
||||
let rawContent = res.data.raw || '无原始数据'
|
||||
let errorMsg = res.data.error || '未知错误'
|
||||
rawAiData.value = rawContent
|
||||
if (rawContent.length > 1500) {
|
||||
rawContent = rawContent.substring(0, 1500) + '...'
|
||||
}
|
||||
ElMessage.error({
|
||||
message: `AI生成失败：${errorMsg}\n\n原始响应：\n${rawContent}`,
|
||||
showClose: true,
|
||||
duration: 0
|
||||
})
|
||||
form.customer_name = companyName.value.trim()
|
||||
}
|
||||
step.value = 2
|
||||
}
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || '生成失败')
|
||||
} finally {
|
||||
generating.value = false
|
||||
}
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
if (!form.customer_name.trim()) {
|
||||
ElMessage.warning('客户名称不能为空')
|
||||
return
|
||||
}
|
||||
|
||||
saving.value = true
|
||||
try {
|
||||
const payload = {
|
||||
customer_name: form.customer_name,
|
||||
customer_type: form.customer_type,
|
||||
customer_level: form.customer_level,
|
||||
status: form.status,
|
||||
industry: form.industry,
|
||||
enterprise_type: form.enterprise_type,
|
||||
taxpayer_qualification: form.taxpayer_qualification,
|
||||
registered_capital: form.registered_capital,
|
||||
paid_capital: form.paid_capital,
|
||||
establish_date: form.establish_date,
|
||||
administrative_division: form.administrative_division,
|
||||
business_scope: form.business_scope,
|
||||
address: form.address,
|
||||
contact_person: form.contact_person,
|
||||
contact_phone: form.contact_phone,
|
||||
contact_email: form.contact_email,
|
||||
invoice_title: form.invoice_title,
|
||||
tax_number: form.tax_number,
|
||||
bank_name: form.bank_name,
|
||||
bank_account: form.bank_account,
|
||||
registered_address: form.registered_address,
|
||||
registered_phone: form.registered_phone,
|
||||
remark: form.remark,
|
||||
is_draft: 0
|
||||
}
|
||||
|
||||
await createCrmCustomer(payload)
|
||||
|
||||
ElMessage.success('保存成功')
|
||||
emit('success')
|
||||
emit('update:visible', false)
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || '保存失败')
|
||||
} finally {
|
||||
saving.value = false
|
||||
}
|
||||
}
|
||||
|
||||
function handleClosed() {
|
||||
step.value = 1
|
||||
companyName.value = ''
|
||||
Object.assign(form, defaultForm())
|
||||
rawAiData.value = ''
|
||||
formattedAiData.value = ''
|
||||
}
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.step-input {
|
||||
padding: 20px 0;
|
||||
|
||||
.step-actions {
|
||||
display: flex;
|
||||
justify-content: center;
|
||||
margin-top: 24px;
|
||||
}
|
||||
}
|
||||
|
||||
.step-confirm {
|
||||
.confirm-header {
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.smart-form {
|
||||
max-height: 60vh;
|
||||
overflow-y: auto;
|
||||
padding-right: 8px;
|
||||
}
|
||||
|
||||
.ai-data-box {
|
||||
background: var(--el-fill-color-lighter);
|
||||
border: 1px solid var(--el-border-color);
|
||||
border-radius: 4px;
|
||||
padding: 12px;
|
||||
font-family: 'Consolas', 'Monaco', monospace;
|
||||
font-size: 12px;
|
||||
white-space: pre-wrap;
|
||||
word-break: break-all;
|
||||
}
|
||||
|
||||
.ai-meta {
|
||||
background: var(--el-fill-color-lighter);
|
||||
border: 1px solid var(--el-border-color);
|
||||
border-radius: 4px;
|
||||
padding: 10px 12px;
|
||||
margin-bottom: 12px;
|
||||
font-size: 13px;
|
||||
color: var(--el-text-color-regular);
|
||||
|
||||
.ai-meta-row {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 6px;
|
||||
|
||||
&:last-child {
|
||||
margin-bottom: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.ai-meta-label {
|
||||
flex-shrink: 0;
|
||||
color: var(--el-text-color-secondary);
|
||||
margin-right: 6px;
|
||||
}
|
||||
|
||||
.ai-tool-tag {
|
||||
margin-right: 6px;
|
||||
margin-bottom: 4px;
|
||||
}
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -16,6 +16,7 @@
|
||||
移入公海
|
||||
</el-button>
|
||||
<el-button type="primary" :icon="Plus" @click="openCreate">新增客户</el-button>
|
||||
<el-button type="success" :icon="Cpu" @click="smartAddVisible = true">智能添加</el-button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -147,7 +148,7 @@
|
||||
v-model="detailVisible"
|
||||
:title="detailData?.customer_name || '客户详情'"
|
||||
direction="rtl"
|
||||
size="560px"
|
||||
size="700px"
|
||||
>
|
||||
<div v-if="detailData" class="detail-content">
|
||||
<el-descriptions title="基本信息" :column="2" border size="small">
|
||||
@@ -167,9 +168,14 @@
|
||||
</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="合作开始">{{ formatDate(detailData.register_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="合作到期">{{ formatDate(detailData.expire_time) }}</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>
|
||||
<el-descriptions-item label="行政区划">{{ detailData.administrative_division || '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="企业类型">{{ detailData.enterprise_type || '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="纳税人资质">{{ detailData.taxpayer_qualification || '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="客户地址" :span="2">{{ detailData.address || '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="经营范围" :span="2">{{ detailData.business_scope || '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="创建时间">{{ formatDateTime(detailData.create_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="更新时间">{{ formatDateTime(detailData.update_time) }}</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
@@ -250,6 +256,8 @@
|
||||
</el-table-column>
|
||||
<el-table-column prop="mobile" label="手机号" width="130" />
|
||||
<el-table-column prop="email" label="邮箱" min-width="180" show-overflow-tooltip />
|
||||
<el-table-column prop="wechat" label="微信" width="120" show-overflow-tooltip />
|
||||
<el-table-column prop="qq" label="QQ" width="110" show-overflow-tooltip />
|
||||
<el-table-column prop="department" label="部门" width="120" show-overflow-tooltip />
|
||||
<el-table-column prop="position" label="职位" width="130" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="120" align="center" fixed="right">
|
||||
@@ -274,6 +282,12 @@
|
||||
@success="loadContacts"
|
||||
/>
|
||||
|
||||
<SmartAddCompany
|
||||
v-model:visible="smartAddVisible"
|
||||
type="customer"
|
||||
@success="fetchList"
|
||||
/>
|
||||
|
||||
<!-- 移入公海 -->
|
||||
<el-dialog v-model="poolVisible" title="移入客户公海" width="460px" :close-on-click-modal="false">
|
||||
<el-alert
|
||||
@@ -304,7 +318,7 @@
|
||||
<script setup>
|
||||
import { ref, reactive, computed, onMounted } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Plus, Search, Refresh } from "@element-plus/icons-vue";
|
||||
import { Plus, Search, Refresh, Cpu } from "@element-plus/icons-vue";
|
||||
import {
|
||||
getCrmCustomerList,
|
||||
deleteCrmCustomer,
|
||||
@@ -313,6 +327,7 @@ import {
|
||||
import { listContacts, deleteContact } from "@/api/contact";
|
||||
import CustomerEdit from "./components/edit.vue";
|
||||
import ContactEdit from "../contact/components/edit.vue";
|
||||
import SmartAddCompany from "./components/smartAddCompany.vue";
|
||||
import {
|
||||
CUSTOMER_TYPE_OPTIONS,
|
||||
STATUS_OPTIONS,
|
||||
@@ -343,6 +358,7 @@ const contactList = ref([]);
|
||||
const currentRow = ref(null);
|
||||
const contactEditVisible = ref(false);
|
||||
const contactEditData = ref(null);
|
||||
const smartAddVisible = ref(false);
|
||||
|
||||
// 移入公海
|
||||
const poolVisible = ref(false);
|
||||
@@ -601,4 +617,20 @@ async function submitMovePool() {
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.detail-content {
|
||||
padding: 4px 8px;
|
||||
|
||||
:deep(.el-descriptions__label) {
|
||||
width: 130px;
|
||||
min-width: 130px;
|
||||
color: var(--el-text-color-regular);
|
||||
font-weight: 500;
|
||||
vertical-align: top;
|
||||
}
|
||||
|
||||
:deep(.el-descriptions__content) {
|
||||
word-break: break-all;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
|
||||
@@ -128,7 +128,6 @@
|
||||
<template #default="{ row }">
|
||||
<el-button link type="primary" size="small" @click="handleClaim([row])">领取</el-button>
|
||||
<el-button link type="primary" size="small" @click="openAssign([row])">分配</el-button>
|
||||
<el-button link type="warning" size="small" @click="handleRemove([row])">移出公海</el-button>
|
||||
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
|
||||
</template>
|
||||
</el-table-column>
|
||||
@@ -233,7 +232,6 @@ import {
|
||||
getPoolList,
|
||||
claimPoolCustomer,
|
||||
assignPoolCustomer,
|
||||
removeFromPool,
|
||||
deleteCrmCustomer,
|
||||
} from "@/api/crm";
|
||||
import { getAllUsers } from "@/api/user";
|
||||
@@ -391,9 +389,11 @@ async function submitAssign() {
|
||||
}
|
||||
assignSubmitting.value = true;
|
||||
try {
|
||||
const user = userOptions.value.find((u) => u.id === assignUserId.value);
|
||||
await assignPoolCustomer({
|
||||
ids: assignTargets.value.map((item) => item.id),
|
||||
owner_user_id: assignUserId.value,
|
||||
owner_user_name: user?.name || "",
|
||||
});
|
||||
ElMessage.success("分配成功");
|
||||
assignVisible.value = false;
|
||||
@@ -406,26 +406,7 @@ async function submitAssign() {
|
||||
}
|
||||
}
|
||||
|
||||
/* ---------------------------- 移出 / 删除 ---------------------------- */
|
||||
async function handleRemove(rows) {
|
||||
if (!rows.length) return;
|
||||
try {
|
||||
await ElMessageBox.confirm(
|
||||
`确定将选中的 ${rows.length} 个客户移出公海吗？`,
|
||||
"移出公海",
|
||||
{ type: "warning" }
|
||||
);
|
||||
await removeFromPool({ ids: rows.map((item) => item.id) });
|
||||
ElMessage.success("已移出公海");
|
||||
multipleSelection.value = [];
|
||||
fetchList();
|
||||
} catch (e) {
|
||||
if (e !== "cancel") {
|
||||
ElMessage.error(e.message || "操作失败");
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
/* -------------------------------- 删除 -------------------------------- */
|
||||
async function handleDelete(row) {
|
||||
try {
|
||||
await ElMessageBox.confirm(
|
||||
|
||||
@@ -1,22 +1,33 @@
|
||||
<template>
|
||||
<el-dialog
|
||||
:model-value="visible"
|
||||
:title="isEdit ? '编辑供应商' : '新增供应商'"
|
||||
width="760px"
|
||||
:title="dialogTitle"
|
||||
width="680px"
|
||||
:close-on-click-modal="false"
|
||||
@update:model-value="handleClose"
|
||||
@closed="handleClosed"
|
||||
>
|
||||
<el-tabs v-model="activeTab">
|
||||
<el-tab-pane label="基本信息" name="basic">
|
||||
<!-- 步骤条 -->
|
||||
<div class="steps-wrapper">
|
||||
<el-steps :active="activeStep" finish-status="success" align-center>
|
||||
<el-step title="基本信息" />
|
||||
<el-step title="联系信息" />
|
||||
<el-step title="开票信息" />
|
||||
<el-step title="备注信息" />
|
||||
</el-steps>
|
||||
</div>
|
||||
|
||||
<el-form
|
||||
ref="formRef"
|
||||
:model="form"
|
||||
:rules="rules"
|
||||
label-width="110px"
|
||||
:rules="allRules"
|
||||
label-width="100px"
|
||||
label-position="right"
|
||||
style="margin-top: 24px"
|
||||
>
|
||||
<el-row :gutter="16">
|
||||
<!-- 步骤1：基本信息 -->
|
||||
<div v-show="activeStep === 0">
|
||||
<el-row :gutter="20">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="供应商名称" prop="supplier_name">
|
||||
<el-input v-model="form.supplier_name" placeholder="请输入供应商名称" />
|
||||
@@ -52,30 +63,50 @@
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="合作开始" prop="register_time">
|
||||
<el-date-picker
|
||||
v-model="form.register_time"
|
||||
type="date"
|
||||
value-format="YYYY-MM-DD"
|
||||
placeholder="选择日期"
|
||||
style="width: 100%"
|
||||
/>
|
||||
<el-form-item label="注册资本" prop="registered_capital">
|
||||
<el-input v-model="form.registered_capital" placeholder="万元">
|
||||
<template #append>万元</template>
|
||||
</el-input>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="合作到期" prop="expire_time">
|
||||
<el-date-picker
|
||||
v-model="form.expire_time"
|
||||
type="date"
|
||||
value-format="YYYY-MM-DD"
|
||||
placeholder="选择日期"
|
||||
style="width: 100%"
|
||||
/>
|
||||
<el-form-item label="实缴资本" prop="paid_capital">
|
||||
<el-input v-model="form.paid_capital" placeholder="万元">
|
||||
<template #append>万元</template>
|
||||
</el-input>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="供应商地址" prop="address">
|
||||
<el-input v-model="form.address" placeholder="请输入详细地址" />
|
||||
<el-col :span="12">
|
||||
<el-form-item label="成立日期" prop="establish_date">
|
||||
<el-date-picker v-model="form.establish_date" type="date" value-format="YYYY-MM-DD" placeholder="选择日期" style="width: 100%" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="行政区划" prop="administrative_division">
|
||||
<el-input v-model="form.administrative_division" placeholder="省/市/区" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="企业类型" prop="enterprise_type">
|
||||
<el-select v-model="form.enterprise_type" placeholder="请选择" style="width: 100%">
|
||||
<el-option label="有限责任公司" value="有限责任公司" />
|
||||
<el-option label="股份有限公司" value="股份有限公司" />
|
||||
<el-option label="合伙企业" value="合伙企业" />
|
||||
<el-option label="个人独资企业" value="个人独资企业" />
|
||||
<el-option label="国有企业" value="国有企业" />
|
||||
<el-option label="集体企业" value="集体企业" />
|
||||
<el-option label="外商投资企业" value="外商投资企业" />
|
||||
<el-option label="其他" value="其他" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="纳税人资质" prop="taxpayer_qualification">
|
||||
<el-select v-model="form.taxpayer_qualification" placeholder="请选择" style="width: 100%">
|
||||
<el-option label="一般纳税人" value="一般纳税人" />
|
||||
<el-option label="小规模纳税人" value="小规模纳税人" />
|
||||
<el-option label="其他" value="其他" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
@@ -90,93 +121,132 @@
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="经营范围" prop="business_scope">
|
||||
<el-input v-model="form.business_scope" type="textarea" :rows="3" placeholder="请输入经营范围（选填）" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
</el-form>
|
||||
</el-tab-pane>
|
||||
</div>
|
||||
|
||||
<el-tab-pane label="联系信息" name="contact">
|
||||
<el-form :model="form" label-width="110px" label-position="right">
|
||||
<el-row :gutter="16">
|
||||
<!-- 步骤2：联系信息 -->
|
||||
<div v-show="activeStep === 1">
|
||||
<el-row :gutter="20">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="联系人">
|
||||
<el-form-item label="联系人" prop="contact_person">
|
||||
<el-input v-model="form.contact_person" placeholder="请输入联系人姓名" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="联系电话">
|
||||
<el-form-item label="联系电话" prop="contact_phone">
|
||||
<el-input v-model="form.contact_phone" placeholder="请输入联系电话" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="联系邮箱">
|
||||
<el-form-item label="联系邮箱" prop="contact_email">
|
||||
<el-input v-model="form.contact_email" placeholder="请输入邮箱" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="供应商地址" prop="address">
|
||||
<el-input v-model="form.address" placeholder="请输入详细地址" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
</el-form>
|
||||
</el-tab-pane>
|
||||
</div>
|
||||
|
||||
<el-tab-pane label="开票信息" name="invoice">
|
||||
<el-form :model="form" label-width="110px" label-position="right">
|
||||
<el-row :gutter="16">
|
||||
<!-- 步骤3：开票信息（发票+银行合并） -->
|
||||
<div v-show="activeStep === 2">
|
||||
<el-divider content-position="left">发票信息</el-divider>
|
||||
<el-row :gutter="20">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="发票抬头">
|
||||
<el-form-item label="发票抬头" prop="invoice_title">
|
||||
<el-input v-model="form.invoice_title" placeholder="请输入发票抬头" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="纳税人识别号">
|
||||
<el-form-item label="纳税人识别号" prop="tax_number">
|
||||
<el-input v-model="form.tax_number" placeholder="请输入纳税人识别号" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="注册地址">
|
||||
<el-form-item label="注册地址" prop="registered_address">
|
||||
<el-input v-model="form.registered_address" placeholder="请输入注册地址" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="注册电话">
|
||||
<el-form-item label="注册电话" prop="registered_phone">
|
||||
<el-input v-model="form.registered_phone" placeholder="请输入注册电话" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
<el-divider content-position="left">银行信息</el-divider>
|
||||
<el-row :gutter="20">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="开户行名称">
|
||||
<el-form-item label="开户行名称" prop="bank_name">
|
||||
<el-input v-model="form.bank_name" placeholder="请输入开户行名称" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="开户行账号">
|
||||
<el-input v-model="form.bank_account" placeholder="请输入银行账号" />
|
||||
<el-form-item label="开户行账号" prop="bank_account">
|
||||
<el-input v-model="form.bank_account" placeholder="请输入开户行账号" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
</el-form>
|
||||
</el-tab-pane>
|
||||
</div>
|
||||
|
||||
<el-tab-pane label="备注" name="remark">
|
||||
<el-form :model="form" label-width="110px" label-position="right">
|
||||
<el-form-item label="备注">
|
||||
<!-- 步骤4：备注信息 -->
|
||||
<div v-show="activeStep === 3">
|
||||
<el-form-item label="备注" prop="remark">
|
||||
<el-input
|
||||
v-model="form.remark"
|
||||
type="textarea"
|
||||
:rows="8"
|
||||
:rows="10"
|
||||
placeholder="请输入备注信息（选填）"
|
||||
/>
|
||||
</el-form-item>
|
||||
<div class="final-step-tip">
|
||||
<el-icon><InfoFilled /></el-icon>
|
||||
<span>确认所有信息无误后，点击「保存」完成创建。</span>
|
||||
</div>
|
||||
</div>
|
||||
</el-form>
|
||||
</el-tab-pane>
|
||||
</el-tabs>
|
||||
|
||||
<template #footer>
|
||||
<div class="dialog-footer">
|
||||
<div class="footer-left">
|
||||
<el-button v-if="activeStep > 0" @click="prevStep">上一步</el-button>
|
||||
<el-button v-if="activeStep < 3" type="primary" @click="nextStep"
|
||||
>下一步</el-button
|
||||
>
|
||||
</div>
|
||||
<div class="footer-right">
|
||||
<el-button @click="handleClose">取消</el-button>
|
||||
<el-button type="primary" :loading="submitting" @click="handleSave">保存</el-button>
|
||||
<el-button
|
||||
v-if="!isEdit || form.is_draft === 1"
|
||||
:loading="submitting"
|
||||
@click="handleSaveDraft"
|
||||
>
|
||||
保存草稿
|
||||
</el-button>
|
||||
<el-button
|
||||
v-if="activeStep === 3"
|
||||
type="primary"
|
||||
:loading="submitting"
|
||||
@click="handleSave(false)"
|
||||
>
|
||||
保存
|
||||
</el-button>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
</el-dialog>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive, watch, nextTick } from "vue";
|
||||
import { ref, reactive, computed, watch } from "vue";
|
||||
import { ElMessage } from "element-plus";
|
||||
import { InfoFilled } from "@element-plus/icons-vue";
|
||||
import { createCrmSupplier, updateCrmSupplier } from "@/api/crm";
|
||||
import { SUPPLIER_TYPE_OPTIONS, STATUS_OPTIONS, levelOptions } from "../../dict";
|
||||
|
||||
@@ -188,23 +258,36 @@ const props = defineProps({
|
||||
const emit = defineEmits(["update:visible", "success"]);
|
||||
|
||||
const formRef = ref();
|
||||
const activeTab = ref("basic");
|
||||
const activeStep = ref(0);
|
||||
const submitting = ref(false);
|
||||
const isEdit = ref(false);
|
||||
const internalId = ref(null);
|
||||
|
||||
const dialogTitle = computed(() => {
|
||||
if (isEdit.value) {
|
||||
return form.is_draft === 1 ? "编辑供应商（草稿）" : "编辑供应商";
|
||||
}
|
||||
return "新增供应商";
|
||||
});
|
||||
|
||||
const defaultForm = () => ({
|
||||
supplier_name: "",
|
||||
supplier_type: "1",
|
||||
supplier_level: "3",
|
||||
industry: "",
|
||||
registered_capital: "",
|
||||
paid_capital: "",
|
||||
establish_date: "",
|
||||
administrative_division: "",
|
||||
enterprise_type: "有限责任公司",
|
||||
taxpayer_qualification: "一般纳税人",
|
||||
business_scope: "",
|
||||
address: "",
|
||||
contact_person: "",
|
||||
contact_phone: "",
|
||||
contact_email: "",
|
||||
address: "",
|
||||
register_time: "",
|
||||
expire_time: "",
|
||||
status: "1",
|
||||
is_draft: 0,
|
||||
remark: "",
|
||||
invoice_title: "",
|
||||
tax_number: "",
|
||||
@@ -216,9 +299,19 @@ const defaultForm = () => ({
|
||||
|
||||
const form = reactive(defaultForm());
|
||||
|
||||
const rules = {
|
||||
supplier_name: [{ required: true, message: "请输入供应商名称", trigger: "blur" }],
|
||||
supplier_type: [{ required: true, message: "请选择供应商类型", trigger: "change" }],
|
||||
// 各步骤的验证规则
|
||||
const stepRules = [
|
||||
// 步骤1：基本信息
|
||||
{
|
||||
supplier_name: [
|
||||
{ required: true, message: "请输入供应商名称", trigger: "blur" },
|
||||
],
|
||||
supplier_type: [
|
||||
{ required: true, message: "请选择供应商类型", trigger: "change" },
|
||||
],
|
||||
},
|
||||
// 步骤2：联系信息
|
||||
{
|
||||
contact_phone: [
|
||||
{
|
||||
pattern: /^(1[3-9]\d{9}|0\d{2,3}-?\d{7,8}|\d{7,8})$/,
|
||||
@@ -227,22 +320,36 @@ const rules = {
|
||||
},
|
||||
],
|
||||
contact_email: [{ type: "email", message: "邮箱格式不正确", trigger: "blur" }],
|
||||
};
|
||||
},
|
||||
// 步骤3：开票信息（无必填）
|
||||
{},
|
||||
// 步骤4：备注信息（无必填）
|
||||
{},
|
||||
];
|
||||
|
||||
const allRules = computed(() => {
|
||||
const merged = {};
|
||||
stepRules.forEach((rules) => {
|
||||
Object.assign(merged, rules);
|
||||
});
|
||||
return merged;
|
||||
});
|
||||
|
||||
watch(
|
||||
() => props.visible,
|
||||
async (val) => {
|
||||
if (!val) return;
|
||||
activeTab.value = "basic";
|
||||
isEdit.value = !!props.editData;
|
||||
internalId.value = props.editData?.id ?? null;
|
||||
(val) => {
|
||||
if (val) {
|
||||
activeStep.value = 0;
|
||||
internalId.value = null;
|
||||
if (props.editData) {
|
||||
isEdit.value = true;
|
||||
internalId.value = props.editData.id;
|
||||
Object.assign(form, defaultForm(), props.editData);
|
||||
} else {
|
||||
isEdit.value = false;
|
||||
Object.assign(form, defaultForm());
|
||||
}
|
||||
await nextTick();
|
||||
formRef.value?.clearValidate();
|
||||
}
|
||||
}
|
||||
);
|
||||
|
||||
@@ -252,33 +359,109 @@ function handleClose() {
|
||||
|
||||
function handleClosed() {
|
||||
formRef.value?.resetFields();
|
||||
activeTab.value = "basic";
|
||||
activeStep.value = 0;
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
async function nextStep() {
|
||||
const currentRules = stepRules[activeStep.value];
|
||||
if (Object.keys(currentRules).length > 0) {
|
||||
try {
|
||||
await formRef.value.validateField(Object.keys(currentRules));
|
||||
} catch (e) {
|
||||
return;
|
||||
}
|
||||
}
|
||||
if (activeStep.value < 3) {
|
||||
activeStep.value++;
|
||||
}
|
||||
}
|
||||
|
||||
function prevStep() {
|
||||
if (activeStep.value > 0) {
|
||||
activeStep.value--;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleSave(isDraft) {
|
||||
if (!formRef.value) return;
|
||||
if (isDraft) {
|
||||
if (!form.supplier_name || form.supplier_name.trim() === "") {
|
||||
ElMessage.warning("供应商名称不能为空");
|
||||
return;
|
||||
}
|
||||
} else {
|
||||
try {
|
||||
await formRef.value.validate();
|
||||
} catch (e) {
|
||||
activeTab.value = "basic";
|
||||
for (let i = 0; i < stepRules.length; i++) {
|
||||
const fields = Object.keys(stepRules[i]);
|
||||
for (const field of fields) {
|
||||
if (!form[field] || form[field] === "") {
|
||||
activeStep.value = i;
|
||||
return;
|
||||
}
|
||||
}
|
||||
}
|
||||
return;
|
||||
}
|
||||
}
|
||||
|
||||
submitting.value = true;
|
||||
try {
|
||||
const payload = { ...form, is_draft: 0 };
|
||||
const payload = { ...form, is_draft: isDraft ? 1 : 0 };
|
||||
if (internalId.value) {
|
||||
await updateCrmSupplier(internalId.value, payload);
|
||||
ElMessage.success("更新成功");
|
||||
ElMessage.success(isDraft ? "草稿已保存" : "更新成功");
|
||||
} else {
|
||||
await createCrmSupplier(payload);
|
||||
ElMessage.success("新增成功");
|
||||
const res = await createCrmSupplier(payload);
|
||||
ElMessage.success(isDraft ? "草稿已保存" : "创建成功");
|
||||
if (res && res.data && res.data.id) {
|
||||
internalId.value = res.data.id;
|
||||
isEdit.value = true;
|
||||
}
|
||||
}
|
||||
emit("success");
|
||||
if (!isDraft) {
|
||||
handleClose();
|
||||
}
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || "操作失败");
|
||||
} finally {
|
||||
submitting.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
function handleSaveDraft() {
|
||||
handleSave(true);
|
||||
}
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.steps-wrapper {
|
||||
padding: 0 20px;
|
||||
}
|
||||
|
||||
.dialog-footer {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
|
||||
.footer-left,
|
||||
.footer-right {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
}
|
||||
|
||||
.final-step-tip {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
margin-top: 24px;
|
||||
padding: 12px 16px;
|
||||
background: var(--el-color-info-light-9);
|
||||
border-radius: 4px;
|
||||
color: var(--el-text-color-secondary);
|
||||
font-size: 13px;
|
||||
}
|
||||
</style>
|
||||
|
||||
@@ -0,0 +1,520 @@
|
||||
<template>
|
||||
<el-dialog
|
||||
:model-value="visible"
|
||||
@update:model-value="emit('update:visible', $event)"
|
||||
title="智能添加供应商"
|
||||
width="780px"
|
||||
:close-on-click-modal="false"
|
||||
@closed="handleClosed"
|
||||
>
|
||||
<!-- 第一步：输入名称 -->
|
||||
<div v-if="step === 1" class="step-input">
|
||||
<el-form label-width="100px">
|
||||
<el-form-item label="供应商名称" required>
|
||||
<el-input
|
||||
v-model="companyName"
|
||||
placeholder="请输入供应商全称或简称"
|
||||
@keyup.enter="handleGenerate"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-alert
|
||||
title="AI将根据公司名称自动生成企业信息、联系方式、开票信息等，生成后可手动修改"
|
||||
type="info"
|
||||
:closable="false"
|
||||
show-icon
|
||||
/>
|
||||
</el-form>
|
||||
<div class="step-actions">
|
||||
<el-button type="primary" :icon="Cpu" :loading="generating" @click="handleGenerate">
|
||||
智能生成
|
||||
</el-button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 第二步：确认编辑 -->
|
||||
<div v-else class="step-confirm">
|
||||
<div class="confirm-header">
|
||||
<el-alert
|
||||
title="AI已生成以下信息，请检查确认，可直接修改错误内容，确认无误后点击保存"
|
||||
type="success"
|
||||
:closable="false"
|
||||
show-icon
|
||||
/>
|
||||
</div>
|
||||
|
||||
<el-form ref="formRef" :model="form" label-width="110px" class="smart-form">
|
||||
<el-divider content-position="left">基本信息</el-divider>
|
||||
<el-row :gutter="16">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="供应商名称">
|
||||
<el-input v-model="form.supplier_name" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="供应商类型">
|
||||
<el-select v-model="form.supplier_type" placeholder="请选择" style="width: 100%">
|
||||
<el-option
|
||||
v-for="item in SUPPLIER_TYPE_OPTIONS"
|
||||
:key="item.value"
|
||||
:label="item.label"
|
||||
:value="item.value"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="供应商等级">
|
||||
<el-select v-model="form.supplier_level" placeholder="请选择" style="width: 100%">
|
||||
<el-option
|
||||
v-for="item in levelOptions('supplier')"
|
||||
:key="item.value"
|
||||
:label="item.label"
|
||||
:value="item.value"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="所属行业">
|
||||
<el-input v-model="form.industry" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="企业类型">
|
||||
<el-select v-model="form.enterprise_type" placeholder="请选择" style="width: 100%">
|
||||
<el-option label="有限责任公司" value="有限责任公司" />
|
||||
<el-option label="股份有限公司" value="股份有限公司" />
|
||||
<el-option label="合伙企业" value="合伙企业" />
|
||||
<el-option label="个人独资企业" value="个人独资企业" />
|
||||
<el-option label="国有企业" value="国有企业" />
|
||||
<el-option label="集体企业" value="集体企业" />
|
||||
<el-option label="外商投资企业" value="外商投资企业" />
|
||||
<el-option label="其他" value="其他" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="纳税人资质">
|
||||
<el-select v-model="form.taxpayer_qualification" placeholder="请选择" style="width: 100%">
|
||||
<el-option label="一般纳税人" value="一般纳税人" />
|
||||
<el-option label="小规模纳税人" value="小规模纳税人" />
|
||||
<el-option label="其他" value="其他" />
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="状态">
|
||||
<el-select v-model="form.status" placeholder="请选择" style="width: 100%">
|
||||
<el-option
|
||||
v-for="item in STATUS_OPTIONS"
|
||||
:key="item.value"
|
||||
:label="item.label"
|
||||
:value="item.value"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="注册资本">
|
||||
<el-input v-model="form.registered_capital" placeholder="万元">
|
||||
<template #append>万元</template>
|
||||
</el-input>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="实缴资本">
|
||||
<el-input v-model="form.paid_capital" placeholder="万元">
|
||||
<template #append>万元</template>
|
||||
</el-input>
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="成立日期">
|
||||
<el-date-picker v-model="form.establish_date" type="date" value-format="YYYY-MM-DD" style="width: 100%" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="行政区划">
|
||||
<el-input v-model="form.administrative_division" placeholder="如：江苏省连云港市海州区" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="经营范围">
|
||||
<el-input v-model="form.business_scope" type="textarea" :rows="2" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="24">
|
||||
<el-form-item label="公司地址">
|
||||
<el-input v-model="form.address" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
|
||||
<el-divider content-position="left">联系信息</el-divider>
|
||||
<el-row :gutter="16">
|
||||
<el-col :span="8">
|
||||
<el-form-item label="联系人">
|
||||
<el-input v-model="form.contact_person" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="8">
|
||||
<el-form-item label="联系电话">
|
||||
<el-input v-model="form.contact_phone" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="8">
|
||||
<el-form-item label="邮箱">
|
||||
<el-input v-model="form.contact_email" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
|
||||
<el-divider content-position="left">开票信息</el-divider>
|
||||
<el-row :gutter="16">
|
||||
<el-col :span="12">
|
||||
<el-form-item label="发票抬头">
|
||||
<el-input v-model="form.invoice_title" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="税号">
|
||||
<el-input v-model="form.tax_number" placeholder="18位统一社会信用代码" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="开户银行">
|
||||
<el-input v-model="form.bank_name" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="银行账号">
|
||||
<el-input v-model="form.bank_account" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="注册地址">
|
||||
<el-input v-model="form.registered_address" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
<el-col :span="12">
|
||||
<el-form-item label="注册电话">
|
||||
<el-input v-model="form.registered_phone" />
|
||||
</el-form-item>
|
||||
</el-col>
|
||||
</el-row>
|
||||
|
||||
<el-divider content-position="left">备注</el-divider>
|
||||
<el-form-item label="备注">
|
||||
<el-input v-model="form.remark" type="textarea" :rows="2" />
|
||||
</el-form-item>
|
||||
|
||||
<!-- 显示原始AI响应数据 -->
|
||||
<el-divider content-position="left">AI响应数据</el-divider>
|
||||
<el-form-item label="查询信息" v-if="genMeta.model || (genMeta.tools && genMeta.tools.length)">
|
||||
<div class="ai-meta">
|
||||
<div class="ai-meta-row">
|
||||
<span class="ai-meta-label">使用模型：</span>
|
||||
<span>{{ genMeta.model || '—' }}</span>
|
||||
</div>
|
||||
<div class="ai-meta-row">
|
||||
<span class="ai-meta-label">调用工具：</span>
|
||||
<template v-if="genMeta.tools && genMeta.tools.length">
|
||||
<el-tag
|
||||
v-for="t in genMeta.tools"
|
||||
:key="t.server_id + '-' + t.tool_name"
|
||||
size="small"
|
||||
type="info"
|
||||
class="ai-tool-tag"
|
||||
>{{ t.server_name }} / {{ t.tool_name }}</el-tag>
|
||||
</template>
|
||||
<span v-else>无</span>
|
||||
</div>
|
||||
<div class="ai-meta-row" v-if="genMeta.found !== undefined">
|
||||
<span class="ai-meta-label">查到结果：</span>
|
||||
<el-tag v-if="genMeta.found" size="small" type="success">已查到工商信息</el-tag>
|
||||
<el-tag v-else size="small" type="warning">未查到（请手动补全）</el-tag>
|
||||
</div>
|
||||
</div>
|
||||
</el-form-item>
|
||||
<el-form-item label="详细数据">
|
||||
<div class="ai-data-box">
|
||||
<pre>{{ formattedAiData }}</pre>
|
||||
</div>
|
||||
<div class="form-tip">此数据为AI返回的原始响应，仅作查看参考，已自动填充可编辑字段到上方表单</div>
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
</div>
|
||||
|
||||
<template #footer>
|
||||
<el-button v-if="step === 2" @click="step = 1">返回修改名称</el-button>
|
||||
<el-button
|
||||
v-if="step === 2"
|
||||
type="primary"
|
||||
:loading="saving"
|
||||
@click="handleSave"
|
||||
>确认保存</el-button>
|
||||
</template>
|
||||
</el-dialog>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive, watch } from 'vue'
|
||||
import { ElMessage } from 'element-plus'
|
||||
import { Cpu } from '@element-plus/icons-vue'
|
||||
import { smartGenerateCompany } from '@/api/ai'
|
||||
import { createCrmSupplier } from '@/api/crm'
|
||||
import {
|
||||
SUPPLIER_TYPE_OPTIONS,
|
||||
STATUS_OPTIONS,
|
||||
levelOptions,
|
||||
} from '../../dict'
|
||||
|
||||
const props = defineProps({
|
||||
visible: { type: Boolean, default: false },
|
||||
type: { type: String, default: 'supplier' } // 当前仅支持 supplier
|
||||
})
|
||||
|
||||
const emit = defineEmits(['update:visible', 'success'])
|
||||
|
||||
const step = ref(1)
|
||||
const companyName = ref('')
|
||||
const generating = ref(false)
|
||||
const saving = ref(false)
|
||||
const formRef = ref()
|
||||
|
||||
const defaultForm = () => ({
|
||||
supplier_name: '',
|
||||
supplier_type: '1',
|
||||
supplier_level: '3',
|
||||
industry: '',
|
||||
enterprise_type: '有限责任公司',
|
||||
taxpayer_qualification: '一般纳税人',
|
||||
status: '1',
|
||||
registered_capital: '',
|
||||
paid_capital: '',
|
||||
establish_date: '',
|
||||
administrative_division: '',
|
||||
business_scope: '',
|
||||
address: '',
|
||||
contact_person: '',
|
||||
contact_phone: '',
|
||||
contact_email: '',
|
||||
invoice_title: '',
|
||||
tax_number: '',
|
||||
bank_name: '',
|
||||
bank_account: '',
|
||||
registered_address: '',
|
||||
registered_phone: '',
|
||||
remark: ''
|
||||
})
|
||||
|
||||
const form = reactive(defaultForm())
|
||||
|
||||
// 本次查询使用的模型与 MCP 工具（后端返回）
|
||||
const genMeta = ref({ model: '', tools: [], found: undefined })
|
||||
|
||||
// 原始AI响应数据（JSON格式字符串）
|
||||
const rawAiData = ref('')
|
||||
|
||||
// formattedAiData 直接显示 rawAiData 的内容
|
||||
const formattedAiData = ref('')
|
||||
watch(rawAiData, (newVal) => {
|
||||
formattedAiData.value = newVal
|
||||
}, { immediate: true })
|
||||
|
||||
async function handleGenerate() {
|
||||
if (!companyName.value.trim()) {
|
||||
ElMessage.warning('请输入公司名称')
|
||||
return
|
||||
}
|
||||
|
||||
generating.value = true
|
||||
try {
|
||||
const res = await smartGenerateCompany({
|
||||
company_name: companyName.value.trim(),
|
||||
type: props.type
|
||||
})
|
||||
if (res.code === 200) {
|
||||
// 记录本次查询使用的模型与 MCP 工具，便于前端透明展示
|
||||
genMeta.value = {
|
||||
model: res.data.model || '',
|
||||
tools: res.data.tools || [],
|
||||
found: res.data.found
|
||||
}
|
||||
if (res.data.parsed && res.data.data) {
|
||||
const data = res.data.data
|
||||
form.supplier_name = data.supplier_name || data.name || companyName.value.trim()
|
||||
form.supplier_type = data.supplier_type || '1'
|
||||
form.supplier_level = data.supplier_level || '3'
|
||||
form.status = data.status || '1'
|
||||
form.industry = data.industry || ''
|
||||
form.enterprise_type = data.enterprise_type || ''
|
||||
form.taxpayer_qualification = data.taxpayer_qualification || ''
|
||||
form.registered_capital = data.registered_capital || ''
|
||||
form.paid_capital = data.paid_capital || ''
|
||||
form.establish_date = data.establish_date || ''
|
||||
form.administrative_division = data.administrative_division || ''
|
||||
form.business_scope = data.business_scope || ''
|
||||
form.address = data.address || ''
|
||||
form.contact_person = data.contact_person || ''
|
||||
form.contact_phone = data.contact_phone || ''
|
||||
form.contact_email = data.contact_email || ''
|
||||
form.invoice_title = data.invoice_title || form.supplier_name
|
||||
form.tax_number = data.tax_number || ''
|
||||
form.bank_name = data.bank_name || ''
|
||||
form.bank_account = data.bank_account || ''
|
||||
form.registered_address = data.registered_address || ''
|
||||
form.registered_phone = data.registered_phone || ''
|
||||
form.remark = data.remark || ''
|
||||
// 保存原始AI响应数据（使用后端返回的原始数据）
|
||||
if (res.data.raw) {
|
||||
rawAiData.value = res.data.raw
|
||||
} else {
|
||||
rawAiData.value = JSON.stringify(data, null, 2)
|
||||
}
|
||||
} else {
|
||||
// 解析失败，显示AI原始返回内容
|
||||
let rawContent = res.data.raw || '无原始数据'
|
||||
let errorMsg = res.data.error || '未知错误'
|
||||
rawAiData.value = rawContent
|
||||
if (rawContent.length > 1500) {
|
||||
rawContent = rawContent.substring(0, 1500) + '...'
|
||||
}
|
||||
ElMessage.error({
|
||||
message: `AI生成失败：${errorMsg}\n\n原始响应：\n${rawContent}`,
|
||||
showClose: true,
|
||||
duration: 0
|
||||
})
|
||||
form.supplier_name = companyName.value.trim()
|
||||
}
|
||||
step.value = 2
|
||||
}
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || '生成失败')
|
||||
} finally {
|
||||
generating.value = false
|
||||
}
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
if (!form.supplier_name.trim()) {
|
||||
ElMessage.warning('供应商名称不能为空')
|
||||
return
|
||||
}
|
||||
|
||||
saving.value = true
|
||||
try {
|
||||
const payload = {
|
||||
supplier_name: form.supplier_name,
|
||||
supplier_type: form.supplier_type,
|
||||
supplier_level: form.supplier_level,
|
||||
status: form.status,
|
||||
industry: form.industry,
|
||||
enterprise_type: form.enterprise_type,
|
||||
taxpayer_qualification: form.taxpayer_qualification,
|
||||
registered_capital: form.registered_capital,
|
||||
paid_capital: form.paid_capital,
|
||||
establish_date: form.establish_date,
|
||||
administrative_division: form.administrative_division,
|
||||
business_scope: form.business_scope,
|
||||
address: form.address,
|
||||
contact_person: form.contact_person,
|
||||
contact_phone: form.contact_phone,
|
||||
contact_email: form.contact_email,
|
||||
invoice_title: form.invoice_title,
|
||||
tax_number: form.tax_number,
|
||||
bank_name: form.bank_name,
|
||||
bank_account: form.bank_account,
|
||||
registered_address: form.registered_address,
|
||||
registered_phone: form.registered_phone,
|
||||
remark: form.remark,
|
||||
is_draft: 0
|
||||
}
|
||||
|
||||
await createCrmSupplier(payload)
|
||||
|
||||
ElMessage.success('保存成功')
|
||||
emit('success')
|
||||
emit('update:visible', false)
|
||||
} catch (e) {
|
||||
ElMessage.error(e.message || '保存失败')
|
||||
} finally {
|
||||
saving.value = false
|
||||
}
|
||||
}
|
||||
|
||||
function handleClosed() {
|
||||
step.value = 1
|
||||
companyName.value = ''
|
||||
Object.assign(form, defaultForm())
|
||||
rawAiData.value = ''
|
||||
formattedAiData.value = ''
|
||||
}
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
.step-input {
|
||||
padding: 20px 0;
|
||||
|
||||
.step-actions {
|
||||
display: flex;
|
||||
justify-content: center;
|
||||
margin-top: 24px;
|
||||
}
|
||||
}
|
||||
|
||||
.step-confirm {
|
||||
.confirm-header {
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.smart-form {
|
||||
max-height: 60vh;
|
||||
overflow-y: auto;
|
||||
padding-right: 8px;
|
||||
}
|
||||
|
||||
.ai-data-box {
|
||||
background: var(--el-fill-color-lighter);
|
||||
border: 1px solid var(--el-border-color);
|
||||
border-radius: 4px;
|
||||
padding: 12px;
|
||||
font-family: 'Consolas', 'Monaco', monospace;
|
||||
font-size: 12px;
|
||||
white-space: pre-wrap;
|
||||
word-break: break-all;
|
||||
}
|
||||
|
||||
.ai-meta {
|
||||
background: var(--el-fill-color-lighter);
|
||||
border: 1px solid var(--el-border-color);
|
||||
border-radius: 4px;
|
||||
padding: 10px 12px;
|
||||
margin-bottom: 12px;
|
||||
font-size: 13px;
|
||||
color: var(--el-text-color-regular);
|
||||
|
||||
.ai-meta-row {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 6px;
|
||||
|
||||
&:last-child {
|
||||
margin-bottom: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.ai-meta-label {
|
||||
flex-shrink: 0;
|
||||
color: var(--el-text-color-secondary);
|
||||
margin-right: 6px;
|
||||
}
|
||||
|
||||
.ai-tool-tag {
|
||||
margin-right: 6px;
|
||||
margin-bottom: 4px;
|
||||
}
|
||||
}
|
||||
}
|
||||
</style>
|
||||
@@ -8,6 +8,7 @@
|
||||
<div class="header-actions">
|
||||
<el-button :icon="Refresh" @click="fetchList">刷新</el-button>
|
||||
<el-button type="primary" :icon="Plus" @click="openCreate">新增供应商</el-button>
|
||||
<el-button type="success" :icon="Cpu" @click="smartAddVisible = true">智能添加</el-button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -155,11 +156,18 @@
|
||||
{{ statusText(detailData.status) }}
|
||||
</el-tag>
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="合作开始">{{ formatDate(detailData.register_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="合作到期">{{ formatDate(detailData.expire_time) }}</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>
|
||||
<el-descriptions-item label="行政区划">{{ detailData.administrative_division || '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="企业类型">{{ detailData.enterprise_type || '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="纳税人资质">{{ detailData.taxpayer_qualification || '-' }}</el-descriptions-item>
|
||||
<el-descriptions-item label="供应商地址" :span="2">
|
||||
{{ detailData.address || '-' }}
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="经营范围" :span="2">
|
||||
{{ detailData.business_scope || '-' }}
|
||||
</el-descriptions-item>
|
||||
<el-descriptions-item label="创建时间">{{ formatDateTime(detailData.create_time) }}</el-descriptions-item>
|
||||
<el-descriptions-item label="更新时间">{{ formatDateTime(detailData.update_time) }}</el-descriptions-item>
|
||||
</el-descriptions>
|
||||
@@ -234,6 +242,8 @@
|
||||
</el-table-column>
|
||||
<el-table-column prop="mobile" label="手机号" width="130" />
|
||||
<el-table-column prop="email" label="邮箱" min-width="180" show-overflow-tooltip />
|
||||
<el-table-column prop="wechat" label="微信" width="120" show-overflow-tooltip />
|
||||
<el-table-column prop="qq" label="QQ" width="110" show-overflow-tooltip />
|
||||
<el-table-column prop="department" label="部门" width="120" show-overflow-tooltip />
|
||||
<el-table-column prop="position" label="职位" width="130" show-overflow-tooltip />
|
||||
<el-table-column label="操作" width="120" align="center" fixed="right">
|
||||
@@ -257,13 +267,19 @@
|
||||
:default-related="contactRelated"
|
||||
@success="loadContacts"
|
||||
/>
|
||||
|
||||
<SmartAddCompany
|
||||
v-model:visible="smartAddVisible"
|
||||
type="supplier"
|
||||
@success="fetchList"
|
||||
/>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup>
|
||||
import { ref, reactive, computed, onMounted } from "vue";
|
||||
import { ElMessage, ElMessageBox } from "element-plus";
|
||||
import { Plus, Search, Refresh } from "@element-plus/icons-vue";
|
||||
import { Plus, Search, Refresh, Cpu } from "@element-plus/icons-vue";
|
||||
import {
|
||||
getCrmSupplierList,
|
||||
deleteCrmSupplier,
|
||||
@@ -272,6 +288,7 @@ import {
|
||||
import { listContacts, deleteContact } from "@/api/contact";
|
||||
import SupplierEdit from "./components/edit.vue";
|
||||
import ContactEdit from "../contact/components/edit.vue";
|
||||
import SmartAddCompany from "./components/smartAddCompany.vue";
|
||||
import {
|
||||
SUPPLIER_TYPE_OPTIONS,
|
||||
STATUS_OPTIONS,
|
||||
@@ -299,6 +316,7 @@ const contactList = ref([]);
|
||||
const currentRow = ref(null);
|
||||
const contactEditVisible = ref(false);
|
||||
const contactEditData = ref(null);
|
||||
const smartAddVisible = ref(false);
|
||||
|
||||
const filters = reactive({
|
||||
keyword: "",
|
||||
@@ -530,4 +548,20 @@ async function handleContactDelete(row) {
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.detail-content {
|
||||
padding: 4px 8px;
|
||||
|
||||
:deep(.el-descriptions__label) {
|
||||
width: 130px;
|
||||
min-width: 130px;
|
||||
color: var(--el-text-color-regular);
|
||||
font-weight: 500;
|
||||
vertical-align: top;
|
||||
}
|
||||
|
||||
:deep(.el-descriptions__content) {
|
||||
word-break: break-all;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
|
||||
@@ -225,6 +225,32 @@
|
||||
|
||||
<!-- 显示原始AI响应数据 -->
|
||||
<el-divider content-position="left">AI响应数据</el-divider>
|
||||
<el-form-item label="查询信息" v-if="genMeta.model || (genMeta.tools && genMeta.tools.length)">
|
||||
<div class="ai-meta">
|
||||
<div class="ai-meta-row">
|
||||
<span class="ai-meta-label">使用模型：</span>
|
||||
<span>{{ genMeta.model || '—' }}</span>
|
||||
</div>
|
||||
<div class="ai-meta-row">
|
||||
<span class="ai-meta-label">调用工具：</span>
|
||||
<template v-if="genMeta.tools && genMeta.tools.length">
|
||||
<el-tag
|
||||
v-for="t in genMeta.tools"
|
||||
:key="t.server_id + '-' + t.tool_name"
|
||||
size="small"
|
||||
type="info"
|
||||
class="ai-tool-tag"
|
||||
>{{ t.server_name }} / {{ t.tool_name }}</el-tag>
|
||||
</template>
|
||||
<span v-else>无</span>
|
||||
</div>
|
||||
<div class="ai-meta-row" v-if="genMeta.found !== undefined">
|
||||
<span class="ai-meta-label">查到结果：</span>
|
||||
<el-tag v-if="genMeta.found" size="small" type="success">已查到工商信息</el-tag>
|
||||
<el-tag v-else size="small" type="warning">未查到（请手动补全）</el-tag>
|
||||
</div>
|
||||
</div>
|
||||
</el-form-item>
|
||||
<el-form-item label="详细数据">
|
||||
<div class="ai-data-box">
|
||||
<pre>{{ formattedAiData }}</pre>
|
||||
@@ -326,6 +352,9 @@ const defaultForm = () => ({
|
||||
|
||||
const form = reactive(defaultForm())
|
||||
|
||||
// 本次查询使用的模型与 MCP 工具（后端返回）
|
||||
const genMeta = ref({ model: '', tools: [], found: undefined })
|
||||
|
||||
// 原始AI响应数据（JSON格式字符串）
|
||||
const rawAiData = ref('')
|
||||
|
||||
@@ -348,6 +377,12 @@ async function handleGenerate() {
|
||||
type: props.type
|
||||
})
|
||||
if (res.code === 200) {
|
||||
// 记录本次查询使用的模型与 MCP 工具，便于前端透明展示
|
||||
genMeta.value = {
|
||||
model: res.data.model || '',
|
||||
tools: res.data.tools || [],
|
||||
found: res.data.found
|
||||
}
|
||||
if (res.data.parsed && res.data.data) {
|
||||
const data = res.data.data
|
||||
const nameField = props.type === 'supplier' ? 'supplier_name' : 'customer_name'
|
||||
@@ -506,5 +541,37 @@ function handleClosed() {
|
||||
white-space: pre-wrap;
|
||||
word-break: break-all;
|
||||
}
|
||||
|
||||
.ai-meta {
|
||||
background: var(--el-fill-color-lighter);
|
||||
border: 1px solid var(--el-border-color);
|
||||
border-radius: 4px;
|
||||
padding: 10px 12px;
|
||||
margin-bottom: 12px;
|
||||
font-size: 13px;
|
||||
color: var(--el-text-color-regular);
|
||||
|
||||
.ai-meta-row {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 6px;
|
||||
|
||||
&:last-child {
|
||||
margin-bottom: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.ai-meta-label {
|
||||
flex-shrink: 0;
|
||||
color: var(--el-text-color-secondary);
|
||||
margin-right: 6px;
|
||||
}
|
||||
|
||||
.ai-tool-tag {
|
||||
margin-right: 6px;
|
||||
margin-bottom: 4px;
|
||||
}
|
||||
}
|
||||
}
|
||||
</style>
|
||||
|
||||
@@ -179,8 +179,9 @@ type mcpToolSummary struct {
|
||||
|
||||
const maxToolRounds = 6
|
||||
|
||||
// aiUsage 一次 AI 调用的 token 用量
|
||||
// aiUsage 一次 AI 调用的 token 用量与真实模型
|
||||
type aiUsage struct {
|
||||
Model string `json:"model,omitempty"` // 接口实际返回的使用模型（如网关把 auto 解析后的真实模型）
|
||||
PromptTokens int `json:"prompt_tokens"`
|
||||
CompletionTokens int `json:"completion_tokens"`
|
||||
TotalTokens int `json:"total_tokens"`
|
||||
@@ -201,6 +202,21 @@ func (u aiUsage) total() int {
|
||||
return u.PromptTokens + u.CompletionTokens
|
||||
}
|
||||
|
||||
// usedMcpTool 单次调用中实际使用的 MCP 工具（含所属服务器）
|
||||
type usedMcpTool struct {
|
||||
ServerID uint64 `json:"server_id"`
|
||||
ServerName string `json:"server_name"`
|
||||
ToolName string `json:"tool_name"`
|
||||
}
|
||||
|
||||
// aiToolUsage 一次 AI 工具循环调用的元信息：用了什么模型、调用了哪些 MCP 工具
|
||||
type aiToolUsage struct {
|
||||
Model string `json:"model"` // 实际使用的模型
|
||||
Rounds int `json:"rounds"` // 工具循环轮数
|
||||
Tools []usedMcpTool `json:"tools"` // 实际被调用的 MCP 工具（去重）
|
||||
ToolCount int `json:"tool_count"` // 工具调用种类数
|
||||
}
|
||||
|
||||
// sanitizeToolName 工具名规范化为 OpenAI 允许的字符集
|
||||
func sanitizeToolName(s string) string {
|
||||
var sb strings.Builder
|
||||
@@ -346,24 +362,56 @@ func buildMcpAssistantMessage(text string, pending []pendingToolCall) openaiMess
|
||||
return msg
|
||||
}
|
||||
|
||||
// runToolLoop 运行带已启用 MCP 工具的完整对话循环（非流式），返回最终文本。
|
||||
// runToolLoop 运行带已启用 MCP 工具的完整对话循环（非流式），返回最终文本与调用元信息。
|
||||
// 供聊天非流式接口与智能生成等模块复用。
|
||||
func runToolLoop(claims *jwtutil.Claims, provider models.BackendAiProvider, model string, systemPrompt string, messages []openaiMessage) (string, error) {
|
||||
func runToolLoop(claims *jwtutil.Claims, provider models.BackendAiProvider, model string, systemPrompt string, messages []openaiMessage) (string, *aiToolUsage, error) {
|
||||
// 智能生成等内部调用：默认注入全部已启用的 MCP 工具
|
||||
llmTools, refMap, _, _ := collectMcpTools(claims, true, nil)
|
||||
usage := &aiToolUsage{Model: model}
|
||||
usedSet := make(map[string]bool)
|
||||
addUsed := func(key string) {
|
||||
ref, ok := refMap[key]
|
||||
if !ok {
|
||||
return
|
||||
}
|
||||
id := fmt.Sprintf("%d:%s", ref.ServerID, ref.ToolName)
|
||||
if usedSet[id] {
|
||||
return
|
||||
}
|
||||
usedSet[id] = true
|
||||
usage.Tools = append(usage.Tools, usedMcpTool{
|
||||
ServerID: ref.ServerID,
|
||||
ServerName: ref.ServerName,
|
||||
ToolName: ref.ToolName,
|
||||
})
|
||||
}
|
||||
|
||||
current := messages
|
||||
rounds := 0
|
||||
for {
|
||||
rounds++
|
||||
text, pending, _, err := callAITools(provider, model, systemPrompt, current, llmTools)
|
||||
text, pending, roundUsage, err := callAITools(provider, model, systemPrompt, current, llmTools)
|
||||
// 用接口实际返回的真实模型覆盖占位符（如 auto），若网关未回传则保留请求模型
|
||||
if roundUsage.Model != "" {
|
||||
usage.Model = roundUsage.Model
|
||||
}
|
||||
if err != nil {
|
||||
return "", err
|
||||
usage.Rounds = rounds
|
||||
usage.ToolCount = len(usage.Tools)
|
||||
return "", usage, err
|
||||
}
|
||||
for _, pc := range pending {
|
||||
addUsed(pc.Name)
|
||||
}
|
||||
if len(pending) == 0 {
|
||||
return text, nil
|
||||
usage.Rounds = rounds
|
||||
usage.ToolCount = len(usage.Tools)
|
||||
return text, usage, nil
|
||||
}
|
||||
if rounds >= maxToolRounds {
|
||||
return text, nil
|
||||
usage.Rounds = rounds
|
||||
usage.ToolCount = len(usage.Tools)
|
||||
return text, usage, nil
|
||||
}
|
||||
current = append(current, buildMcpAssistantMessage(text, pending))
|
||||
toolMsgs := executePendingTools(claims, pending, refMap, nil, nil)
|
||||
@@ -923,6 +971,7 @@ func callAITools(provider models.BackendAiProvider, model string, systemPrompt s
|
||||
return "", nil, aiUsage{}, fmt.Errorf("API返回错误状态 %d: %s", resp.StatusCode, string(bodyBytes))
|
||||
}
|
||||
var result struct {
|
||||
Model string `json:"model"`
|
||||
Choices []struct {
|
||||
Message struct {
|
||||
Content string `json:"content"`
|
||||
@@ -955,6 +1004,10 @@ func callAITools(provider models.BackendAiProvider, model string, systemPrompt s
|
||||
TotalTokens: result.Usage.TotalTokens,
|
||||
}
|
||||
}
|
||||
// 接口实际返回的使用模型（网关可能将 auto 解析为具体模型）
|
||||
if result.Model != "" {
|
||||
usage.Model = result.Model
|
||||
}
|
||||
content := result.Choices[0].Message.Content
|
||||
var pending []pendingToolCall
|
||||
for _, tc := range result.Choices[0].Message.ToolCalls {
|
||||
@@ -1029,6 +1082,8 @@ func callAITools(provider models.BackendAiProvider, model string, systemPrompt s
|
||||
TotalTokens: result.Usage.InputTokens + result.Usage.OutputTokens,
|
||||
}
|
||||
}
|
||||
// Anthropic 响应不回传模型名，记录请求使用的模型
|
||||
usage.Model = model
|
||||
var text strings.Builder
|
||||
var pending []pendingToolCall
|
||||
for _, block := range result.Content {
|
||||
@@ -1129,6 +1184,7 @@ func callOpenAIStreamTools(provider models.BackendAiProvider, model string, syst
|
||||
break
|
||||
}
|
||||
var chunk struct {
|
||||
Model string `json:"model"`
|
||||
Choices []struct {
|
||||
Delta struct {
|
||||
Content string `json:"content"`
|
||||
@@ -1152,11 +1208,12 @@ func callOpenAIStreamTools(provider models.BackendAiProvider, model string, syst
|
||||
return "", nil, aiUsage{}, fmt.Errorf(chunk.Error.Message)
|
||||
}
|
||||
if chunk.Usage != nil {
|
||||
usage = aiUsage{
|
||||
PromptTokens: chunk.Usage.PromptTokens,
|
||||
CompletionTokens: chunk.Usage.CompletionTokens,
|
||||
TotalTokens: chunk.Usage.TotalTokens,
|
||||
usage.PromptTokens = chunk.Usage.PromptTokens
|
||||
usage.CompletionTokens = chunk.Usage.CompletionTokens
|
||||
usage.TotalTokens = chunk.Usage.TotalTokens
|
||||
}
|
||||
if chunk.Model != "" {
|
||||
usage.Model = chunk.Model
|
||||
}
|
||||
if len(chunk.Choices) == 0 {
|
||||
continue
|
||||
|
||||
@@ -240,7 +240,7 @@ func (c *BackendAiSmartGenerateController) GenerateCompany() {
|
||||
}
|
||||
|
||||
// 调用AI（非流式，含已启用 MCP 工具：AI 会先调用天眼查等工具获取真实数据再生成）
|
||||
reply, err := runToolLoop(claims, provider, useModel, "", messages)
|
||||
reply, usage, err := runToolLoop(claims, provider, useModel, "", messages)
|
||||
if err != nil {
|
||||
c.sgJsonErr(500, 500, "AI生成失败: "+err.Error())
|
||||
return
|
||||
@@ -269,12 +269,16 @@ func (c *BackendAiSmartGenerateController) GenerateCompany() {
|
||||
"error": "AI返回格式异常，无法解析JSON",
|
||||
"name": p.CompanyName,
|
||||
"type": p.Type,
|
||||
"model": usage.Model,
|
||||
"tools": usage.Tools,
|
||||
"tool_count": usage.ToolCount,
|
||||
"rounds": usage.Rounds,
|
||||
"generate_time": time.Now().Format("2006-01-02 15:04:05"),
|
||||
})
|
||||
return
|
||||
}
|
||||
// KV兜底成功，继续走后面的结果组装
|
||||
c.sgOk(smartGenResult(reply, result, p.CompanyName, p.Type, nameField))
|
||||
c.sgOk(smartGenResult(reply, result, p.CompanyName, p.Type, nameField, usage))
|
||||
return
|
||||
}
|
||||
|
||||
@@ -285,17 +289,31 @@ func (c *BackendAiSmartGenerateController) GenerateCompany() {
|
||||
"error": fmt.Sprintf("解析JSON失败: %v", err),
|
||||
"name": p.CompanyName,
|
||||
"type": p.Type,
|
||||
"model": usage.Model,
|
||||
"tools": usage.Tools,
|
||||
"tool_count": usage.ToolCount,
|
||||
"rounds": usage.Rounds,
|
||||
"generate_time": time.Now().Format("2006-01-02 15:04:05"),
|
||||
})
|
||||
return
|
||||
}
|
||||
}
|
||||
|
||||
c.sgOk(smartGenResult(reply, result, p.CompanyName, p.Type, nameField))
|
||||
c.sgOk(smartGenResult(reply, result, p.CompanyName, p.Type, nameField, usage))
|
||||
}
|
||||
|
||||
// aiGenNotFound 判断 AI 回复是否明确表示未查到企业信息（MCP 工具查询无结果）
|
||||
func aiGenNotFound(raw string) bool {
|
||||
for _, kw := range []string{"未找到", "未匹配", "查无", "未查询到", "未检索到", "no matching", "not found"} {
|
||||
if strings.Contains(raw, kw) {
|
||||
return true
|
||||
}
|
||||
}
|
||||
return false
|
||||
}
|
||||
|
||||
// smartGenResult 组装智能生成成功响应（含完整AI回复 raw），并对表单受限字段做规整
|
||||
func smartGenResult(reply string, result map[string]interface{}, companyName, genType, nameField string) map[string]interface{} {
|
||||
func smartGenResult(reply string, result map[string]interface{}, companyName, genType, nameField string, usage *aiToolUsage) map[string]interface{} {
|
||||
// 确保公司名称字段存在
|
||||
if _, ok := result[nameField]; !ok || result[nameField] == "" {
|
||||
result[nameField] = companyName
|
||||
@@ -317,10 +335,15 @@ func smartGenResult(reply string, result map[string]interface{}, companyName, ge
|
||||
crossFillPhone(result, "contact_phone", "registered_phone")
|
||||
return map[string]interface{}{
|
||||
"parsed": true,
|
||||
"found": !aiGenNotFound(reply), // MCP 是否查到企业信息
|
||||
"data": result,
|
||||
"raw": reply, // AI完整回复（含企业画像markdown，供前端"AI响应数据"展示）
|
||||
"name": companyName,
|
||||
"type": genType,
|
||||
"model": usage.Model, // 实际使用的模型
|
||||
"tools": usage.Tools, // 实际调用的 MCP 工具（server + tool）
|
||||
"tool_count": usage.ToolCount,
|
||||
"rounds": usage.Rounds,
|
||||
"generate_time": time.Now().Format("2006-01-02 15:04:05"),
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,495 @@
|
||||
package controllers
|
||||
|
||||
import (
|
||||
"encoding/json"
|
||||
"fmt"
|
||||
"io"
|
||||
"strconv"
|
||||
"strings"
|
||||
"time"
|
||||
|
||||
"server/models"
|
||||
"server/pkg/jwtutil"
|
||||
|
||||
"github.com/beego/beego/v2/client/orm"
|
||||
beego "github.com/beego/beego/v2/server/web"
|
||||
)
|
||||
|
||||
// BackendCrmContactController CRM 联系人管理（客户 / 供应商的对接人）
|
||||
//
|
||||
// 数据复用已有的「公司联系人」表 models.ErpCompanyContact：
|
||||
// - related_type(1=客户,2=供应商) <-> company_type(customer/supplier)
|
||||
// - related_id <-> company_id
|
||||
// - contact_name <-> name
|
||||
// - mobile（手机号） <-> mobiles（JSON数组，取第一个）
|
||||
// - phone（座机） <-> phone
|
||||
// - wechat / qq / dingtalk / home_address / status <-> 同名字段
|
||||
//
|
||||
// 这样 CRM 联系人与 ERP 公司联系人是同一份数据，不会分裂。
|
||||
type BackendCrmContactController struct {
|
||||
beego.Controller
|
||||
}
|
||||
|
||||
// crmContactDTO 返回给前端的联系人结构
|
||||
type crmContactDTO struct {
|
||||
ID uint64 `json:"id"`
|
||||
RelatedType int `json:"related_type"`
|
||||
RelatedID uint64 `json:"related_id"`
|
||||
RelatedName string `json:"related_name"`
|
||||
ContactName string `json:"contact_name"`
|
||||
Gender int8 `json:"gender"`
|
||||
Mobile string `json:"mobile"` // 手机号（mobiles 数组第一个）
|
||||
Mobiles string `json:"mobiles"` // 手机号原始 JSON 数组
|
||||
Phone string `json:"phone"` // 座机
|
||||
Email string `json:"email"`
|
||||
Wechat string `json:"wechat"` // 微信
|
||||
QQ string `json:"qq"` // QQ
|
||||
Dingtalk string `json:"dingtalk"` // 钉钉
|
||||
Department string `json:"department"`
|
||||
Position string `json:"position"`
|
||||
HomeAddress string `json:"home_address"` // 家庭住址
|
||||
IsPrimary int8 `json:"is_primary"`
|
||||
Remark string `json:"remark"`
|
||||
Status int8 `json:"status"` // 1-在职 0-离职
|
||||
CreateTime time.Time `json:"create_time"`
|
||||
UpdateTime time.Time `json:"update_time"`
|
||||
}
|
||||
|
||||
// buildMobiles 将单个手机号转为 mobiles 的 JSON 数组字符串
|
||||
func buildMobiles(mobile string) string {
|
||||
mobile = strings.TrimSpace(mobile)
|
||||
if mobile == "" {
|
||||
return ""
|
||||
}
|
||||
arr := []string{mobile}
|
||||
b, err := json.Marshal(arr)
|
||||
if err != nil {
|
||||
return ""
|
||||
}
|
||||
return string(b)
|
||||
}
|
||||
|
||||
// firstMobile 从 mobiles（JSON 数组或普通字符串）中取出第一个手机号
|
||||
func firstMobile(mobiles string) string {
|
||||
mobiles = strings.TrimSpace(mobiles)
|
||||
if mobiles == "" {
|
||||
return ""
|
||||
}
|
||||
var arr []string
|
||||
if err := json.Unmarshal([]byte(mobiles), &arr); err == nil {
|
||||
for _, m := range arr {
|
||||
if strings.TrimSpace(m) != "" {
|
||||
return strings.TrimSpace(m)
|
||||
}
|
||||
}
|
||||
return ""
|
||||
}
|
||||
// 非 JSON，按原样返回
|
||||
return mobiles
|
||||
}
|
||||
|
||||
func crmContactCompanyType(relatedType int) string {
|
||||
if relatedType == 2 {
|
||||
return "supplier"
|
||||
}
|
||||
return "customer"
|
||||
}
|
||||
|
||||
func crmContactRelatedType(companyType string) int {
|
||||
if companyType == "supplier" {
|
||||
return 2
|
||||
}
|
||||
return 1
|
||||
}
|
||||
|
||||
// crmContactAtoi 将查询参数安全转为 int，非法值返回 0
|
||||
func crmContactAtoi(s string) int {
|
||||
n, _ := strconv.Atoi(strings.TrimSpace(s))
|
||||
return n
|
||||
}
|
||||
|
||||
func (c *BackendCrmContactController) contactClaims() (*jwtutil.Claims, error) {
|
||||
auth := c.Ctx.Request.Header.Get("Authorization")
|
||||
if auth == "" {
|
||||
return nil, fmt.Errorf("未登录")
|
||||
}
|
||||
parts := strings.SplitN(auth, " ", 2)
|
||||
if len(parts) != 2 || parts[0] != "Bearer" {
|
||||
return nil, fmt.Errorf("认证信息格式错误")
|
||||
}
|
||||
claims, err := jwtutil.ParseToken(parts[1])
|
||||
if err != nil {
|
||||
return nil, fmt.Errorf("无效的token")
|
||||
}
|
||||
if claims.UserType != "backend" {
|
||||
return nil, fmt.Errorf("无权访问")
|
||||
}
|
||||
return claims, nil
|
||||
}
|
||||
|
||||
func (c *BackendCrmContactController) crmContactJsonErr(httpStatus, bizCode int, msg string) {
|
||||
c.Ctx.Output.SetStatus(httpStatus)
|
||||
c.Data["json"] = map[string]interface{}{"code": bizCode, "msg": msg}
|
||||
_ = c.ServeJSON()
|
||||
}
|
||||
|
||||
func (c *BackendCrmContactController) crmContactOk(data interface{}) {
|
||||
c.Data["json"] = map[string]interface{}{"code": 200, "msg": "success", "data": data}
|
||||
_ = c.ServeJSON()
|
||||
}
|
||||
|
||||
// toCrmContactDTO 模型转 DTO，names 为关联对象名称映射（key: "customer:123"）
|
||||
func toCrmContactDTO(row models.ErpCompanyContact, names map[string]string) crmContactDTO {
|
||||
relatedType := crmContactRelatedType(row.CompanyType)
|
||||
key := fmt.Sprintf("%s:%d", row.CompanyType, row.CompanyID)
|
||||
return crmContactDTO{
|
||||
ID: row.ID,
|
||||
RelatedType: relatedType,
|
||||
RelatedID: row.CompanyID,
|
||||
RelatedName: names[key],
|
||||
ContactName: row.Name,
|
||||
Gender: row.Gender,
|
||||
Mobile: firstMobile(row.Mobiles),
|
||||
Mobiles: row.Mobiles,
|
||||
Phone: row.Phone,
|
||||
Email: row.Email,
|
||||
Wechat: row.Wechat,
|
||||
QQ: row.QQ,
|
||||
Dingtalk: row.Dingtalk,
|
||||
Department: row.Department,
|
||||
Position: row.Position,
|
||||
HomeAddress: row.HomeAddress,
|
||||
IsPrimary: row.IsPrimary,
|
||||
Remark: row.Remark,
|
||||
Status: row.Status,
|
||||
CreateTime: row.CreateTime,
|
||||
UpdateTime: row.UpdateTime,
|
||||
}
|
||||
}
|
||||
|
||||
// loadRelatedNames 批量查询关联的客户/供应商名称，避免逐条查询
|
||||
func loadRelatedNames(tenantID string, rows []models.ErpCompanyContact) map[string]string {
|
||||
names := map[string]string{}
|
||||
if len(rows) == 0 || models.Orm == nil {
|
||||
return names
|
||||
}
|
||||
customerIDs := make([]uint64, 0)
|
||||
supplierIDs := make([]uint64, 0)
|
||||
for _, r := range rows {
|
||||
if r.CompanyType == "supplier" {
|
||||
supplierIDs = append(supplierIDs, r.CompanyID)
|
||||
} else {
|
||||
customerIDs = append(customerIDs, r.CompanyID)
|
||||
}
|
||||
}
|
||||
if len(customerIDs) > 0 {
|
||||
var list []models.TenantCrmCustomer
|
||||
if _, err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
|
||||
Filter("tenant_id", tenantID).
|
||||
Filter("id__in", customerIDs).
|
||||
All(&list); err == nil {
|
||||
for _, r := range list {
|
||||
names[fmt.Sprintf("customer:%d", r.ID)] = r.CustomerName
|
||||
}
|
||||
}
|
||||
}
|
||||
if len(supplierIDs) > 0 {
|
||||
var list []models.TenantCrmSupplier
|
||||
if _, err := models.Orm.QueryTable(new(models.TenantCrmSupplier)).
|
||||
Filter("tenant_id", tenantID).
|
||||
Filter("id__in", supplierIDs).
|
||||
All(&list); err == nil {
|
||||
for _, r := range list {
|
||||
names[fmt.Sprintf("supplier:%d", r.ID)] = r.SupplierName
|
||||
}
|
||||
}
|
||||
}
|
||||
return names
|
||||
}
|
||||
|
||||
// clearOtherPrimary 将同一公司下的其他联系人取消主联系人，保证只有一个主联系人
|
||||
func clearOtherPrimary(tenantID, companyType string, companyID, excludeID uint64) {
|
||||
if models.Orm == nil || companyID == 0 {
|
||||
return
|
||||
}
|
||||
qs := models.Orm.QueryTable(new(models.ErpCompanyContact)).
|
||||
Filter("tenant_id", tenantID).
|
||||
Filter("company_type", companyType).
|
||||
Filter("company_id", companyID).
|
||||
Filter("delete_time__isnull", true).
|
||||
Exclude("id", excludeID)
|
||||
_, _ = qs.Update(map[string]interface{}{"is_primary": 0})
|
||||
}
|
||||
|
||||
// List GET /backend/crm/contact/list?related_type=1&related_id=7&keyword=&is_primary=
|
||||
func (c *BackendCrmContactController) List() {
|
||||
claims, err := c.contactClaims()
|
||||
if err != nil {
|
||||
c.crmContactJsonErr(401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
|
||||
page, _ := c.GetInt("page", 1)
|
||||
pageSize, _ := c.GetInt("pageSize", 20)
|
||||
keyword := strings.TrimSpace(c.GetString("keyword"))
|
||||
relatedTypeStr := strings.TrimSpace(c.GetString("related_type"))
|
||||
relatedIDStr := strings.TrimSpace(c.GetString("related_id"))
|
||||
primaryStr := strings.TrimSpace(c.GetString("is_primary"))
|
||||
if page < 1 {
|
||||
page = 1
|
||||
}
|
||||
if pageSize < 1 || pageSize > 100 {
|
||||
pageSize = 20
|
||||
}
|
||||
|
||||
tenantID := fmt.Sprintf("%d", claims.TenantId)
|
||||
cond := orm.NewCondition().
|
||||
And("tenant_id", tenantID).
|
||||
And("delete_time__isnull", true)
|
||||
|
||||
if relatedTypeStr != "" {
|
||||
cond = cond.And("company_type", crmContactCompanyType(crmContactAtoi(relatedTypeStr)))
|
||||
}
|
||||
if relatedIDStr != "" && relatedIDStr != "0" {
|
||||
cond = cond.And("company_id", relatedIDStr)
|
||||
}
|
||||
if primaryStr != "" {
|
||||
cond = cond.And("is_primary", crmContactAtoi(primaryStr))
|
||||
}
|
||||
if keyword != "" {
|
||||
kw := orm.NewCondition().
|
||||
Or("name__contains", keyword).
|
||||
Or("phone__contains", keyword).
|
||||
Or("email__contains", keyword)
|
||||
cond = cond.AndCond(kw)
|
||||
}
|
||||
|
||||
qs := models.Orm.QueryTable(new(models.ErpCompanyContact)).SetCond(cond)
|
||||
total, _ := qs.Count()
|
||||
var rows []models.ErpCompanyContact
|
||||
if total > 0 {
|
||||
_, _ = qs.OrderBy("-is_primary", "-update_time").
|
||||
Offset((page - 1) * pageSize).
|
||||
Limit(pageSize).
|
||||
All(&rows)
|
||||
}
|
||||
|
||||
names := loadRelatedNames(tenantID, rows)
|
||||
list := make([]crmContactDTO, 0, len(rows))
|
||||
for _, r := range rows {
|
||||
list = append(list, toCrmContactDTO(r, names))
|
||||
}
|
||||
|
||||
c.crmContactOk(map[string]interface{}{
|
||||
"list": list,
|
||||
"total": total,
|
||||
"page": page,
|
||||
"pageSize": pageSize,
|
||||
})
|
||||
}
|
||||
|
||||
// Add POST /backend/crm/contact/add
|
||||
func (c *BackendCrmContactController) Add() {
|
||||
claims, err := c.contactClaims()
|
||||
if err != nil {
|
||||
c.crmContactJsonErr(401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
RelatedType int `json:"related_type"`
|
||||
RelatedID uint64 `json:"related_id"`
|
||||
ContactName string `json:"contact_name"`
|
||||
Gender int8 `json:"gender"`
|
||||
Mobile string `json:"mobile"`
|
||||
Phone string `json:"phone"`
|
||||
Email string `json:"email"`
|
||||
Wechat string `json:"wechat"`
|
||||
QQ string `json:"qq"`
|
||||
Dingtalk string `json:"dingtalk"`
|
||||
Department string `json:"department"`
|
||||
Position string `json:"position"`
|
||||
HomeAddress string `json:"home_address"`
|
||||
IsPrimary int8 `json:"is_primary"`
|
||||
Status int8 `json:"status"`
|
||||
Remark string `json:"remark"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil {
|
||||
c.crmContactJsonErr(400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
if strings.TrimSpace(p.ContactName) == "" {
|
||||
c.crmContactJsonErr(400, 400, "联系人姓名不能为空")
|
||||
return
|
||||
}
|
||||
if p.RelatedID == 0 {
|
||||
c.crmContactJsonErr(400, 400, "请选择关联对象")
|
||||
return
|
||||
}
|
||||
|
||||
companyType := crmContactCompanyType(p.RelatedType)
|
||||
now := time.Now()
|
||||
contact := models.ErpCompanyContact{
|
||||
TenantID: fmt.Sprintf("%d", claims.TenantId),
|
||||
CompanyType: companyType,
|
||||
CompanyID: p.RelatedID,
|
||||
Name: strings.TrimSpace(p.ContactName),
|
||||
Gender: p.Gender,
|
||||
Phone: strings.TrimSpace(p.Phone), // 座机
|
||||
Mobiles: buildMobiles(p.Mobile), // 手机号（JSON数组）
|
||||
Email: strings.TrimSpace(p.Email),
|
||||
Wechat: strings.TrimSpace(p.Wechat),
|
||||
QQ: strings.TrimSpace(p.QQ),
|
||||
Dingtalk: strings.TrimSpace(p.Dingtalk),
|
||||
Department: strings.TrimSpace(p.Department),
|
||||
Position: strings.TrimSpace(p.Position),
|
||||
HomeAddress: strings.TrimSpace(p.HomeAddress),
|
||||
IsPrimary: p.IsPrimary,
|
||||
Status: 1,
|
||||
Remark: p.Remark,
|
||||
CreateTime: now,
|
||||
UpdateTime: now,
|
||||
}
|
||||
// 新增联系人默认在职
|
||||
if p.Status == 0 {
|
||||
contact.Status = 1
|
||||
} else {
|
||||
contact.Status = p.Status
|
||||
}
|
||||
id, err := models.Orm.Insert(&contact)
|
||||
if err != nil {
|
||||
c.crmContactJsonErr(500, 500, "新增失败: "+err.Error())
|
||||
return
|
||||
}
|
||||
if p.IsPrimary == 1 {
|
||||
clearOtherPrimary(fmt.Sprintf("%d", claims.TenantId), companyType, p.RelatedID, uint64(id))
|
||||
}
|
||||
c.crmContactOk(map[string]interface{}{"id": id})
|
||||
}
|
||||
|
||||
// Edit POST /backend/crm/contact/edit
|
||||
func (c *BackendCrmContactController) Edit() {
|
||||
claims, err := c.contactClaims()
|
||||
if err != nil {
|
||||
c.crmContactJsonErr(401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
ID uint64 `json:"id"`
|
||||
RelatedType int `json:"related_type"`
|
||||
RelatedID uint64 `json:"related_id"`
|
||||
ContactName string `json:"contact_name"`
|
||||
Gender int8 `json:"gender"`
|
||||
Mobile string `json:"mobile"`
|
||||
Phone string `json:"phone"`
|
||||
Email string `json:"email"`
|
||||
Wechat string `json:"wechat"`
|
||||
QQ string `json:"qq"`
|
||||
Dingtalk string `json:"dingtalk"`
|
||||
Department string `json:"department"`
|
||||
Position string `json:"position"`
|
||||
HomeAddress string `json:"home_address"`
|
||||
IsPrimary int8 `json:"is_primary"`
|
||||
Status int8 `json:"status"`
|
||||
Remark string `json:"remark"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil {
|
||||
c.crmContactJsonErr(400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
if p.ID == 0 {
|
||||
c.crmContactJsonErr(400, 400, "缺少ID")
|
||||
return
|
||||
}
|
||||
if strings.TrimSpace(p.ContactName) == "" {
|
||||
c.crmContactJsonErr(400, 400, "联系人姓名不能为空")
|
||||
return
|
||||
}
|
||||
|
||||
tenantID := fmt.Sprintf("%d", claims.TenantId)
|
||||
var contact models.ErpCompanyContact
|
||||
if err := models.Orm.QueryTable(new(models.ErpCompanyContact)).
|
||||
Filter("id", p.ID).
|
||||
Filter("tenant_id", tenantID).
|
||||
Filter("delete_time__isnull", true).
|
||||
One(&contact); err != nil {
|
||||
c.crmContactJsonErr(404, 404, "联系人未找到")
|
||||
return
|
||||
}
|
||||
|
||||
// 允许调整关联对象；未传则保持原值
|
||||
companyType := contact.CompanyType
|
||||
companyID := contact.CompanyID
|
||||
if p.RelatedID > 0 {
|
||||
companyType = crmContactCompanyType(p.RelatedType)
|
||||
companyID = p.RelatedID
|
||||
}
|
||||
|
||||
contact.CompanyType = companyType
|
||||
contact.CompanyID = companyID
|
||||
contact.Name = strings.TrimSpace(p.ContactName)
|
||||
contact.Gender = p.Gender
|
||||
contact.Phone = strings.TrimSpace(p.Phone) // 座机
|
||||
contact.Mobiles = buildMobiles(p.Mobile) // 手机号（JSON数组）
|
||||
contact.Email = strings.TrimSpace(p.Email)
|
||||
contact.Wechat = strings.TrimSpace(p.Wechat)
|
||||
contact.QQ = strings.TrimSpace(p.QQ)
|
||||
contact.Dingtalk = strings.TrimSpace(p.Dingtalk)
|
||||
contact.Department = strings.TrimSpace(p.Department)
|
||||
contact.Position = strings.TrimSpace(p.Position)
|
||||
contact.HomeAddress = strings.TrimSpace(p.HomeAddress)
|
||||
contact.IsPrimary = p.IsPrimary
|
||||
contact.Status = p.Status
|
||||
contact.Remark = p.Remark
|
||||
contact.UpdateTime = time.Now()
|
||||
|
||||
if _, err := models.Orm.Update(&contact); err != nil {
|
||||
c.crmContactJsonErr(500, 500, "更新失败: "+err.Error())
|
||||
return
|
||||
}
|
||||
if p.IsPrimary == 1 {
|
||||
clearOtherPrimary(tenantID, companyType, companyID, contact.ID)
|
||||
}
|
||||
c.crmContactOk(map[string]interface{}{"id": contact.ID})
|
||||
}
|
||||
|
||||
// Delete POST /backend/crm/contact/delete 软删除
|
||||
func (c *BackendCrmContactController) Delete() {
|
||||
claims, err := c.contactClaims()
|
||||
if err != nil {
|
||||
c.crmContactJsonErr(401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
ID uint64 `json:"id"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil {
|
||||
c.crmContactJsonErr(400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
if p.ID == 0 {
|
||||
c.crmContactJsonErr(400, 400, "缺少ID")
|
||||
return
|
||||
}
|
||||
|
||||
now := time.Now()
|
||||
num, err := models.Orm.QueryTable(new(models.ErpCompanyContact)).
|
||||
Filter("id", p.ID).
|
||||
Filter("tenant_id", fmt.Sprintf("%d", claims.TenantId)).
|
||||
Filter("delete_time__isnull", true).
|
||||
Update(map[string]interface{}{
|
||||
"delete_time": now,
|
||||
"update_time": now,
|
||||
})
|
||||
if err != nil {
|
||||
c.crmContactJsonErr(500, 500, "删除失败: "+err.Error())
|
||||
return
|
||||
}
|
||||
if num == 0 {
|
||||
c.crmContactJsonErr(404, 404, "联系人未找到")
|
||||
return
|
||||
}
|
||||
c.crmContactOk(nil)
|
||||
}
|
||||
@@ -0,0 +1,72 @@
|
||||
package controllers
|
||||
|
||||
import (
|
||||
"fmt"
|
||||
"strings"
|
||||
|
||||
"server/models"
|
||||
"server/pkg/jwtutil"
|
||||
)
|
||||
|
||||
// CRM 客户 / 供应商的删除权限规则：
|
||||
// 1. 平台管理员（UserType=platform）可删除；
|
||||
// 2. 租户管理员（绑定「租户管理员」角色，或未分配角色/角色未配置权限等既有"全权限"情形）可删除；
|
||||
// 3. 记录的创建人可删除自己创建的记录。
|
||||
// 其余用户一律禁止删除。删除本身为软删除（置 delete_time）。
|
||||
|
||||
// canDeleteCrmRecord 判断当前用户是否有权删除指定记录。
|
||||
// createUserID 为记录的创建人用户ID（历史数据可能为空）。
|
||||
func canDeleteCrmRecord(claims *jwtutil.Claims, createUserID string) bool {
|
||||
if claims == nil {
|
||||
return false
|
||||
}
|
||||
// 平台管理员
|
||||
if claims.UserType == "platform" {
|
||||
return true
|
||||
}
|
||||
// 创建人本人
|
||||
uid := fmt.Sprintf("%d", claims.UserID)
|
||||
if createUserID != "" && createUserID == uid {
|
||||
return true
|
||||
}
|
||||
// 租户管理员 / 具备全权限的租户用户
|
||||
return isTenantAdmin(claims.UserID, claims.TenantId)
|
||||
}
|
||||
|
||||
// isTenantAdmin 判断用户在指定租户内是否具备管理员（全权限）身份。
|
||||
// 判定与既有权限约定保持一致：
|
||||
// - 未分配角色（group_id=0）视为全权限；
|
||||
// - 角色名为「租户管理员」视为管理员；
|
||||
// - 角色未配置 rights（空/空数组/null）视为全权限。
|
||||
func isTenantAdmin(userID int, tenantID int) bool {
|
||||
if tenantID <= 0 || models.Orm == nil {
|
||||
return false
|
||||
}
|
||||
var tu models.SystemTenantUser
|
||||
if err := models.Orm.QueryTable(new(models.SystemTenantUser)).
|
||||
Filter("uid", userID).
|
||||
Filter("tid", tenantID).
|
||||
Filter("delete_time__isnull", true).
|
||||
One(&tu); err != nil {
|
||||
return false
|
||||
}
|
||||
if tu.GroupID == 0 {
|
||||
return true
|
||||
}
|
||||
var role models.AdminRole
|
||||
if err := models.Orm.QueryTable(new(models.AdminRole)).
|
||||
Filter("id", tu.GroupID).
|
||||
Filter("cid", 2).
|
||||
Filter("tenant_id", tenantID).
|
||||
One(&role); err != nil {
|
||||
return false
|
||||
}
|
||||
if role.Name == "租户管理员" {
|
||||
return true
|
||||
}
|
||||
rights := ""
|
||||
if role.Rights != nil {
|
||||
rights = strings.TrimSpace(*role.Rights)
|
||||
}
|
||||
return rights == "" || rights == "[]" || rights == "null"
|
||||
}
|
||||
@@ -0,0 +1,268 @@
|
||||
package controllers
|
||||
|
||||
import (
|
||||
"encoding/json"
|
||||
"fmt"
|
||||
"io"
|
||||
"strings"
|
||||
"time"
|
||||
|
||||
"server/models"
|
||||
"server/pkg/jwtutil"
|
||||
|
||||
"github.com/beego/beego/v2/client/orm"
|
||||
beego "github.com/beego/beego/v2/server/web"
|
||||
)
|
||||
|
||||
// BackendCrmPoolController 客户公海控制器
|
||||
// 公海语义：in_pool=1 的客户处于公海中（租户共享，无个人负责人）；
|
||||
// 移入公海会置 in_pool=1 并释放负责人，领取/分配/移出会置 in_pool=0 并绑定负责人。
|
||||
type BackendCrmPoolController struct {
|
||||
beego.Controller
|
||||
}
|
||||
|
||||
func (c *BackendCrmPoolController) poolClaims() (*jwtutil.Claims, error) {
|
||||
auth := c.Ctx.Request.Header.Get("Authorization")
|
||||
if auth == "" {
|
||||
return nil, fmt.Errorf("未登录")
|
||||
}
|
||||
parts := strings.SplitN(auth, " ", 2)
|
||||
if len(parts) != 2 || parts[0] != "Bearer" {
|
||||
return nil, fmt.Errorf("认证信息格式错误")
|
||||
}
|
||||
claims, err := jwtutil.ParseToken(parts[1])
|
||||
if err != nil {
|
||||
return nil, fmt.Errorf("无效的token")
|
||||
}
|
||||
if claims.UserType != "backend" {
|
||||
return nil, fmt.Errorf("无权访问")
|
||||
}
|
||||
return claims, nil
|
||||
}
|
||||
|
||||
func (c *BackendCrmPoolController) poolJsonErr(httpStatus, bizCode int, msg string) {
|
||||
c.Ctx.Output.SetStatus(httpStatus)
|
||||
c.Data["json"] = map[string]interface{}{"code": bizCode, "msg": msg}
|
||||
_ = c.ServeJSON()
|
||||
}
|
||||
|
||||
func (c *BackendCrmPoolController) poolOk(data interface{}) {
|
||||
c.Data["json"] = map[string]interface{}{"code": 200, "msg": "success", "data": data}
|
||||
_ = c.ServeJSON()
|
||||
}
|
||||
|
||||
// List GET /backend/crm/pool/list 公海列表（无负责人、租户内共享）
|
||||
func (c *BackendCrmPoolController) List() {
|
||||
claims, err := c.poolClaims()
|
||||
if err != nil {
|
||||
c.poolJsonErr(401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
|
||||
page, _ := c.GetInt("page", 1)
|
||||
pageSize, _ := c.GetInt("pageSize", 20)
|
||||
keyword := strings.TrimSpace(c.GetString("keyword"))
|
||||
customerType := strings.TrimSpace(c.GetString("customer_type"))
|
||||
customerLevel := strings.TrimSpace(c.GetString("customer_level"))
|
||||
startTime := strings.TrimSpace(c.GetString("start_time"))
|
||||
endTime := strings.TrimSpace(c.GetString("end_time"))
|
||||
if page < 1 {
|
||||
page = 1
|
||||
}
|
||||
if pageSize < 1 || pageSize > 100 {
|
||||
pageSize = 20
|
||||
}
|
||||
|
||||
cond := orm.NewCondition().
|
||||
And("tenant_id", fmt.Sprintf("%d", claims.TenantId)).
|
||||
And("delete_time__isnull", true).
|
||||
And("in_pool", 1)
|
||||
if keyword != "" {
|
||||
kw := orm.NewCondition().
|
||||
Or("customer_name__contains", keyword).
|
||||
Or("contact_person__contains", keyword).
|
||||
Or("contact_phone__contains", keyword)
|
||||
cond = cond.AndCond(kw)
|
||||
}
|
||||
if customerType != "" {
|
||||
cond = cond.And("customer_type", customerType)
|
||||
}
|
||||
if customerLevel != "" {
|
||||
cond = cond.And("customer_level", customerLevel)
|
||||
}
|
||||
if startTime != "" {
|
||||
cond = cond.And("pool_in_time__gte", startTime)
|
||||
}
|
||||
if endTime != "" {
|
||||
cond = cond.And("pool_in_time__lte", endTime+" 23:59:59")
|
||||
}
|
||||
|
||||
qs := models.Orm.QueryTable(new(models.TenantCrmCustomer)).SetCond(cond)
|
||||
total, _ := qs.Count()
|
||||
var list []models.TenantCrmCustomer
|
||||
if total > 0 {
|
||||
_, _ = qs.OrderBy("-pool_in_time").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
|
||||
}
|
||||
|
||||
c.poolOk(map[string]interface{}{
|
||||
"list": list,
|
||||
"total": total,
|
||||
"page": page,
|
||||
"pageSize": pageSize,
|
||||
})
|
||||
}
|
||||
|
||||
// Move POST /backend/crm/pool/move 移入公海：释放负责人，记录原负责人与原因
|
||||
func (c *BackendCrmPoolController) Move() {
|
||||
claims, err := c.poolClaims()
|
||||
if err != nil {
|
||||
c.poolJsonErr(401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
IDs []uint64 `json:"ids"`
|
||||
Reason string `json:"reason"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil {
|
||||
c.poolJsonErr(400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
if len(p.IDs) == 0 {
|
||||
c.poolJsonErr(400, 400, "请选择要移入公海客户")
|
||||
return
|
||||
}
|
||||
reason := strings.TrimSpace(p.Reason)
|
||||
if reason == "" {
|
||||
c.poolJsonErr(400, 400, "请填写移入原因")
|
||||
return
|
||||
}
|
||||
|
||||
now := time.Now()
|
||||
updated := 0
|
||||
for _, id := range p.IDs {
|
||||
var cust models.TenantCrmCustomer
|
||||
err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
|
||||
Filter("id", id).
|
||||
Filter("tenant_id", fmt.Sprintf("%d", claims.TenantId)).
|
||||
Filter("delete_time__isnull", true).
|
||||
One(&cust)
|
||||
if err != nil {
|
||||
continue
|
||||
}
|
||||
// 记录原负责人（移入公海前的负责人），再清空负责人并置入公海
|
||||
cust.LastOwnerName = cust.OwnerUserName
|
||||
cust.OwnerUserID = ""
|
||||
cust.OwnerUserName = ""
|
||||
cust.InPool = 1
|
||||
cust.PoolReason = reason
|
||||
cust.PoolInTime = &now
|
||||
cust.UpdateTime = now
|
||||
if _, err := models.Orm.Update(&cust,
|
||||
"last_owner_name", "owner_user_id", "owner_user_name", "in_pool",
|
||||
"pool_reason", "pool_in_time", "update_time"); err == nil {
|
||||
updated++
|
||||
}
|
||||
}
|
||||
c.poolOk(map[string]interface{}{"updated": updated})
|
||||
}
|
||||
|
||||
// Claim POST /backend/crm/pool/claim 领取：将公海客户归属为当前登录用户
|
||||
func (c *BackendCrmPoolController) Claim() {
|
||||
claims, err := c.poolClaims()
|
||||
if err != nil {
|
||||
c.poolJsonErr(401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
IDs []uint64 `json:"ids"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil {
|
||||
c.poolJsonErr(400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
if len(p.IDs) == 0 {
|
||||
c.poolJsonErr(400, 400, "请选择客户")
|
||||
return
|
||||
}
|
||||
|
||||
now := time.Now()
|
||||
uid := fmt.Sprintf("%d", claims.UserID)
|
||||
updated := 0
|
||||
for _, id := range p.IDs {
|
||||
var cust models.TenantCrmCustomer
|
||||
err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
|
||||
Filter("id", id).
|
||||
Filter("tenant_id", fmt.Sprintf("%d", claims.TenantId)).
|
||||
Filter("delete_time__isnull", true).
|
||||
One(&cust)
|
||||
if err != nil {
|
||||
continue
|
||||
}
|
||||
cust.OwnerUserID = uid
|
||||
cust.OwnerUserName = claims.Username
|
||||
cust.InPool = 0
|
||||
cust.PoolInTime = nil
|
||||
cust.PoolReason = ""
|
||||
cust.UpdateTime = now
|
||||
if _, err := models.Orm.Update(&cust,
|
||||
"owner_user_id", "owner_user_name", "in_pool", "pool_in_time", "pool_reason", "update_time"); err == nil {
|
||||
updated++
|
||||
}
|
||||
}
|
||||
c.poolOk(map[string]interface{}{"updated": updated})
|
||||
}
|
||||
|
||||
// Assign POST /backend/crm/pool/assign 分配：将公海客户分配给指定负责人
|
||||
func (c *BackendCrmPoolController) Assign() {
|
||||
claims, err := c.poolClaims()
|
||||
if err != nil {
|
||||
c.poolJsonErr(401, 401, err.Error())
|
||||
return
|
||||
}
|
||||
var p struct {
|
||||
IDs []uint64 `json:"ids"`
|
||||
OwnerUserID interface{} `json:"owner_user_id"`
|
||||
OwnerUserName string `json:"owner_user_name"`
|
||||
}
|
||||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||||
if err := json.Unmarshal(raw, &p); err != nil {
|
||||
c.poolJsonErr(400, 400, "参数错误")
|
||||
return
|
||||
}
|
||||
if len(p.IDs) == 0 {
|
||||
c.poolJsonErr(400, 400, "请选择客户")
|
||||
return
|
||||
}
|
||||
ownerID := strings.TrimSpace(fmt.Sprintf("%v", p.OwnerUserID))
|
||||
if ownerID == "" {
|
||||
c.poolJsonErr(400, 400, "请指定负责人")
|
||||
return
|
||||
}
|
||||
|
||||
now := time.Now()
|
||||
updated := 0
|
||||
for _, id := range p.IDs {
|
||||
var cust models.TenantCrmCustomer
|
||||
err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
|
||||
Filter("id", id).
|
||||
Filter("tenant_id", fmt.Sprintf("%d", claims.TenantId)).
|
||||
Filter("delete_time__isnull", true).
|
||||
One(&cust)
|
||||
if err != nil {
|
||||
continue
|
||||
}
|
||||
cust.OwnerUserID = ownerID
|
||||
cust.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
|
||||
cust.InPool = 0
|
||||
cust.PoolInTime = nil
|
||||
cust.PoolReason = ""
|
||||
cust.UpdateTime = now
|
||||
if _, err := models.Orm.Update(&cust,
|
||||
"owner_user_id", "owner_user_name", "in_pool", "pool_in_time", "pool_reason", "update_time"); err == nil {
|
||||
updated++
|
||||
}
|
||||
}
|
||||
c.poolOk(map[string]interface{}{"updated": updated})
|
||||
}
|
||||
@@ -101,9 +101,11 @@ func (c *BackendErpCustomerController) List() {
|
||||
pageSize = 20
|
||||
}
|
||||
|
||||
// 已移入公海（in_pool=1）的客户不在客户列表中展示，公海请到 /backend/crm/pool/list 查看
|
||||
qs := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
|
||||
Filter("tenant_id", fmt.Sprintf("%d", claims.TenantId)).
|
||||
Filter("delete_time__isnull", true)
|
||||
Filter("delete_time__isnull", true).
|
||||
Filter("in_pool", 0)
|
||||
|
||||
if keyword != "" {
|
||||
qs = qs.Filter("customer_name__contains", keyword)
|
||||
@@ -224,6 +226,9 @@ func (c *BackendErpCustomerController) Create() {
|
||||
BankAccount: strings.TrimSpace(p.BankAccount),
|
||||
RegisteredAddress: strings.TrimSpace(p.RegisteredAddress),
|
||||
RegisteredPhone: strings.TrimSpace(p.RegisteredPhone),
|
||||
OwnerUserID: fmt.Sprintf("%d", claims.UserID),
|
||||
OwnerUserName: claims.Username,
|
||||
CreateUserID: fmt.Sprintf("%d", claims.UserID),
|
||||
CreateTime: time.Now(),
|
||||
UpdateTime: time.Now(),
|
||||
}
|
||||
@@ -366,6 +371,22 @@ func (c *BackendErpCustomerController) Delete() {
|
||||
return
|
||||
}
|
||||
|
||||
// 删除权限：仅平台管理员、租户管理员或创建人本人可删除
|
||||
var cust models.TenantCrmCustomer
|
||||
if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
|
||||
Filter("id", id).
|
||||
Filter("tenant_id", fmt.Sprintf("%d", claims.TenantId)).
|
||||
Filter("delete_time__isnull", true).
|
||||
One(&cust); err != nil {
|
||||
c.customerJsonErr(404, 404, "客户未找到")
|
||||
return
|
||||
}
|
||||
if !canDeleteCrmRecord(claims, cust.CreateUserID) {
|
||||
c.customerJsonErr(403, 403, "只有创建人、租户管理员或平台管理员可以删除该客户")
|
||||
return
|
||||
}
|
||||
|
||||
// 软删除：仅置 delete_time，不物理删除
|
||||
now := time.Now()
|
||||
_, err = models.Orm.QueryTable(new(models.TenantCrmCustomer)).
|
||||
Filter("id", id).
|
||||
|
||||
@@ -224,6 +224,7 @@ func (c *BackendErpSupplierController) Create() {
|
||||
BankAccount: strings.TrimSpace(p.BankAccount),
|
||||
RegisteredAddress: strings.TrimSpace(p.RegisteredAddress),
|
||||
RegisteredPhone: strings.TrimSpace(p.RegisteredPhone),
|
||||
CreateUserID: fmt.Sprintf("%d", claims.UserID),
|
||||
CreateTime: time.Now(),
|
||||
UpdateTime: time.Now(),
|
||||
}
|
||||
@@ -366,6 +367,22 @@ func (c *BackendErpSupplierController) Delete() {
|
||||
return
|
||||
}
|
||||
|
||||
// 删除权限：仅平台管理员、租户管理员或创建人本人可删除
|
||||
var supplier models.TenantCrmSupplier
|
||||
if err := models.Orm.QueryTable(new(models.TenantCrmSupplier)).
|
||||
Filter("id", id).
|
||||
Filter("tenant_id", fmt.Sprintf("%d", claims.TenantId)).
|
||||
Filter("delete_time__isnull", true).
|
||||
One(&supplier); err != nil {
|
||||
c.supplierJsonErr(404, 404, "供应商未找到")
|
||||
return
|
||||
}
|
||||
if !canDeleteCrmRecord(claims, supplier.CreateUserID) {
|
||||
c.supplierJsonErr(403, 403, "只有创建人、租户管理员或平台管理员可以删除该供应商")
|
||||
return
|
||||
}
|
||||
|
||||
// 软删除：仅置 delete_time，不物理删除
|
||||
now := time.Now()
|
||||
_, err = models.Orm.QueryTable(new(models.TenantCrmSupplier)).
|
||||
Filter("id", id).
|
||||
|
||||
@@ -599,6 +599,13 @@ CREATE TABLE `yz_tenant_crm_customer` (
|
||||
`bank_account` varchar(50) DEFAULT '' COMMENT '开户行账号',
|
||||
`registered_address` varchar(255) DEFAULT '' COMMENT '注册地址',
|
||||
`registered_phone` varchar(50) DEFAULT '' COMMENT '注册电话',
|
||||
`owner_user_id` varchar(64) NOT NULL DEFAULT '' COMMENT '负责人ID，空表示在公海',
|
||||
`owner_user_name` varchar(128) NOT NULL DEFAULT '' COMMENT '负责人姓名',
|
||||
`last_owner_name` varchar(128) NOT NULL DEFAULT '' COMMENT '移入公海前的原负责人',
|
||||
`pool_in_time` datetime DEFAULT NULL COMMENT '进入公海时间',
|
||||
`pool_reason` varchar(200) NOT NULL DEFAULT '' COMMENT '移入公海原因',
|
||||
`in_pool` tinyint NOT NULL DEFAULT 0 COMMENT '是否在公海：0-否 1-是',
|
||||
`create_user_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建人用户ID，用于删除权限校验',
|
||||
`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',
|
||||
`delete_time` datetime DEFAULT NULL COMMENT '删除时间',
|
||||
@@ -639,6 +646,7 @@ CREATE TABLE `yz_tenant_crm_supplier` (
|
||||
`bank_account` varchar(50) DEFAULT '' COMMENT '开户行账号',
|
||||
`registered_address` varchar(255) DEFAULT '' COMMENT '注册地址',
|
||||
`registered_phone` varchar(50) DEFAULT '' COMMENT '注册电话',
|
||||
`create_user_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建人用户ID，用于删除权限校验',
|
||||
`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',
|
||||
`delete_time` datetime DEFAULT NULL COMMENT '删除时间',
|
||||
|
||||
@@ -10,8 +10,8 @@ type ErpCompanyContact struct {
|
||||
CompanyID uint64 `orm:"column(company_id)" json:"company_id"`
|
||||
Name string `orm:"column(name);size(50)" json:"name"`
|
||||
Gender int8 `orm:"column(gender);default(0)" json:"gender"` // 0-未知 1-男 2-女
|
||||
Phone string `orm:"column(phone);size(20)" json:"phone"`
|
||||
Mobiles string `orm:"column(mobiles);type(text);null" json:"mobiles"` // JSON数组，最多5个
|
||||
Phone string `orm:"column(phone);size(20)" json:"phone"` // 座机（与 ERP 联系人语义一致）
|
||||
Mobiles string `orm:"column(mobiles);type(text);null" json:"mobiles"` // 手机号，JSON数组，最多5个
|
||||
Wechat string `orm:"column(wechat);size(50)" json:"wechat"`
|
||||
QQ string `orm:"column(qq);size(50)" json:"qq"`
|
||||
Dingtalk string `orm:"column(dingtalk);size(50)" json:"dingtalk"`
|
||||
|
||||
@@ -132,4 +132,50 @@ func Init(_ string) {
|
||||
EnsureAdminRoleTenantColumn()
|
||||
EnsureAdminRoleCustomColumn()
|
||||
EnsureTenantUserOrgColumn()
|
||||
EnsureCrmCustomerPoolColumns()
|
||||
EnsureCrmCreateUserColumn()
|
||||
}
|
||||
|
||||
|
||||
// EnsureCrmCreateUserColumn 补齐客户/供应商的创建人字段（用于删除权限校验）。
|
||||
// 同样兼容历史表名差异，表不存在或列已存在时忽略错误。
|
||||
func EnsureCrmCreateUserColumn() {
|
||||
tables := []string{
|
||||
new(TenantCrmCustomer).TableName(), "yz_tenant_crm_customer",
|
||||
new(TenantCrmSupplier).TableName(), "yz_tenant_crm_supplier",
|
||||
}
|
||||
for _, table := range tables {
|
||||
sql := "ALTER TABLE " + table +
|
||||
" ADD COLUMN create_user_id varchar(64) NOT NULL DEFAULT '' COMMENT '创建人用户ID，用于删除权限校验'"
|
||||
if _, err := Orm.Raw(sql).Exec(); err != nil {
|
||||
continue
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// EnsureCrmCustomerPoolColumns 补齐客户公海相关字段。
|
||||
// 兼容历史表名差异：模型 TableName 为 yz_backend_erp_customer，初始化 SQL 中为 yz_tenant_crm_customer，
|
||||
// 对两个候选表名都执行 ALTER（表不存在或列已存在时忽略错误）。
|
||||
func EnsureCrmCustomerPoolColumns() {
|
||||
candidates := []string{
|
||||
new(TenantCrmCustomer).TableName(),
|
||||
"yz_tenant_crm_customer",
|
||||
}
|
||||
cols := []string{
|
||||
"in_pool tinyint NOT NULL DEFAULT 0 COMMENT '是否在公海：0-否 1-是'",
|
||||
"owner_user_id varchar(64) NOT NULL DEFAULT '' COMMENT '负责人ID，公海中为空'",
|
||||
"owner_user_name varchar(128) NOT NULL DEFAULT '' COMMENT '负责人姓名'",
|
||||
"last_owner_name varchar(128) NOT NULL DEFAULT '' COMMENT '移入公海前的原负责人'",
|
||||
"pool_in_time datetime DEFAULT NULL COMMENT '进入公海时间'",
|
||||
"pool_reason varchar(200) NOT NULL DEFAULT '' COMMENT '移入公海原因'",
|
||||
}
|
||||
for _, table := range candidates {
|
||||
for _, col := range cols {
|
||||
sql := fmt.Sprintf("ALTER TABLE %s ADD COLUMN %s", table, col)
|
||||
if _, err := Orm.Raw(sql).Exec(); err != nil {
|
||||
// 列已存在或表不存在时忽略
|
||||
continue
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@@ -32,6 +32,14 @@ type TenantCrmCustomer struct {
|
||||
BankAccount string `orm:"column(bank_account);size(50)" json:"bank_account"`
|
||||
RegisteredAddress string `orm:"column(registered_address);size(255)" json:"registered_address"`
|
||||
RegisteredPhone string `orm:"column(registered_phone);size(50)" json:"registered_phone"`
|
||||
// 公海相关：in_pool=1 表示客户在公海中（租户共享，无个人负责人）
|
||||
InPool int8 `orm:"column(in_pool);default(0)" json:"in_pool"` // 是否在公海：0-否 1-是
|
||||
OwnerUserID string `orm:"column(owner_user_id);size(64);null" json:"owner_user_id"` // 当前负责人ID，公海中为空
|
||||
OwnerUserName string `orm:"column(owner_user_name);size(128);null" json:"owner_user_name"` // 当前负责人姓名
|
||||
LastOwnerName string `orm:"column(last_owner_name);size(128);null" json:"last_owner_name"` // 移入公海前的原负责人
|
||||
PoolInTime *time.Time `orm:"column(pool_in_time);type(datetime);null" json:"pool_in_time"` // 进入公海时间
|
||||
PoolReason string `orm:"column(pool_reason);size(200);null" json:"pool_reason"` // 移入公海原因
|
||||
CreateUserID string `orm:"column(create_user_id);size(64);null" json:"create_user_id"` // 创建人用户ID，用于删除权限校验
|
||||
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"`
|
||||
DeleteTime *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
|
||||
|
||||
@@ -32,6 +32,7 @@ type TenantCrmSupplier struct {
|
||||
BankAccount string `orm:"column(bank_account);size(50)" json:"bank_account"`
|
||||
RegisteredAddress string `orm:"column(registered_address);size(255)" json:"registered_address"`
|
||||
RegisteredPhone string `orm:"column(registered_phone);size(50)" json:"registered_phone"`
|
||||
CreateUserID string `orm:"column(create_user_id);size(64);null" json:"create_user_id"` // 创建人用户ID，用于删除权限校验
|
||||
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"`
|
||||
DeleteTime *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
|
||||
|
||||
@@ -372,6 +372,18 @@ func registerOrganizationRoutes(module string) {
|
||||
beego.Router("/backend/erp/customer/:id", &controllers.BackendErpCustomerController{}, "get:Detail;put:Update;delete:Delete")
|
||||
beego.Router("/backend/erp/customer/:id/status", &controllers.BackendErpCustomerController{}, "post:ToggleStatus")
|
||||
|
||||
// CRM联系人（客户/供应商对接人）
|
||||
beego.Router("/backend/crm/contact/list", &controllers.BackendCrmContactController{}, "get:List")
|
||||
beego.Router("/backend/crm/contact/add", &controllers.BackendCrmContactController{}, "post:Add")
|
||||
beego.Router("/backend/crm/contact/edit", &controllers.BackendCrmContactController{}, "post:Edit")
|
||||
beego.Router("/backend/crm/contact/delete", &controllers.BackendCrmContactController{}, "post:Delete")
|
||||
|
||||
// CRM客户公海
|
||||
beego.Router("/backend/crm/pool/list", &controllers.BackendCrmPoolController{}, "get:List")
|
||||
beego.Router("/backend/crm/pool/move", &controllers.BackendCrmPoolController{}, "post:Move")
|
||||
beego.Router("/backend/crm/pool/claim", &controllers.BackendCrmPoolController{}, "post:Claim")
|
||||
beego.Router("/backend/crm/pool/assign", &controllers.BackendCrmPoolController{}, "post:Assign")
|
||||
|
||||
// ERP供应商管理
|
||||
beego.Router("/backend/erp/supplier/list", &controllers.BackendErpSupplierController{}, "get:List")
|
||||
beego.Router("/backend/erp/supplier", &controllers.BackendErpSupplierController{}, "post:Create")
|
||||
|
||||
Reference in New Issue
Block a user