feat：【ele】【crm】初始化界面

apps/web-ele/src/views/crm/followup/data.ts

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+import type { Ref } from 'vue';
+
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { DescriptionItemSchema } from '#/components/description';
+
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
+import { formatDateTime } from '@vben/utils';
+
+import { getBusinessPageByCustomer } from '#/api/crm/business';
+import { getContactPageByCustomer } from '#/api/crm/contact';
+import { BizTypeEnum } from '#/api/crm/permission';
+
+/** 新增/修改的表单 */
+export function useFormSchema(
+  bizId: Ref<number | undefined>,
+): VbenFormSchema[] {
+  return [
+    {
+      component: 'Input',
+      fieldName: 'bizId',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      component: 'Input',
+      fieldName: 'bizType',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      fieldName: 'type',
+      label: '跟进类型',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE, 'number'),
+      },
+      rules: 'required',
+    },
+    {
+      fieldName: 'nextTime',
+      label: '下次联系时间',
+      component: 'DatePicker',
+      componentProps: {
+        showTime: true,
+        format: 'YYYY-MM-DD HH:mm:ss',
+        valueFormat: 'x',
+        class: '!w-full',
+      },
+      rules: 'required',
+    },
+    {
+      fieldName: 'content',
+      label: '跟进内容',
+      component: 'Textarea',
+      rules: 'required',
+    },
+    {
+      fieldName: 'picUrls',
+      label: '图片',
+      component: 'ImageUpload',
+    },
+    {
+      fieldName: 'fileUrls',
+      label: '附件',
+      component: 'FileUpload',
+    },
+    {
+      fieldName: 'contactIds',
+      label: '关联联系人',
+      component: 'ApiSelect',
+      componentProps: {
+        api: async () => {
+          if (!bizId.value) {
+            return [];
+          }
+          const res = await getContactPageByCustomer({
+            pageNo: 1,
+            pageSize: 100,
+            customerId: bizId.value,
+          });
+          return res.list;
+        },
+        labelField: 'name',
+        valueField: 'id',
+        mode: 'multiple',
+      },
+    },
+    {
+      fieldName: 'businessIds',
+      label: '关联商机',
+      component: 'ApiSelect',
+      componentProps: {
+        api: async () => {
+          if (!bizId.value) {
+            return [];
+          }
+          const res = await getBusinessPageByCustomer({
+            pageNo: 1,
+            pageSize: 100,
+            customerId: bizId.value,
+          });
+          return res.list;
+        },
+        labelField: 'name',
+        valueField: 'id',
+        mode: 'multiple',
+      },
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useGridColumns(
+  bizType: number,
+): VxeTableGridOptions['columns'] {
+  return [
+    {
+      field: 'createTime',
+      title: '创建时间',
+      formatter: 'formatDateTime',
+    },
+    { field: 'creatorName', title: '跟进人' },
+    {
+      field: 'type',
+      title: '跟进类型',
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_FOLLOW_UP_TYPE },
+      },
+    },
+    { field: 'content', title: '跟进内容' },
+    {
+      field: 'nextTime',
+      title: '下次联系时间',
+      formatter: 'formatDateTime',
+    },
+    {
+      field: 'contacts',
+      title: '关联联系人',
+      visible: bizType === BizTypeEnum.CRM_CUSTOMER,
+      slots: { default: 'contacts' },
+    },
+    {
+      field: 'businesses',
+      title: '关联商机',
+      visible: bizType === BizTypeEnum.CRM_CUSTOMER,
+      slots: { default: 'businesses' },
+    },
+    {
+      field: 'actions',
+      title: '操作',
+      slots: { default: 'actions' },
+    },
+  ];
+}
+
+/** 详情页的系统字段 */
+export function useFollowUpDetailSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'ownerUserName',
+      label: '负责人',
+    },
+    {
+      field: 'contactLastContent',
+      label: '最后跟进记录',
+    },
+    {
+      field: 'contactLastTime',
+      label: '最后跟进时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'creatorName',
+      label: '创建人',
+    },
+    {
+      field: 'createTime',
+      label: '创建时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'updateTime',
+      label: '更新时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+  ];
+}

apps/web-ele/src/views/crm/followup/index.ts

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+export { default as FollowUp } from './index.vue';

apps/web-ele/src/views/crm/followup/index.vue

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+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmFollowUpApi } from '#/api/crm/followup';
+
+import { watch } from 'vue';
+import { useRouter } from 'vue-router';
+
+import { useVbenModal } from '@vben/common-ui';
+
+import { ElButton, ElLoading, ElMessage } from 'element-plus';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteFollowUpRecord,
+  getFollowUpRecordPage,
+} from '#/api/crm/followup';
+import { $t } from '#/locales';
+
+import { useGridColumns } from './data';
+import FollowUpRecordForm from './modules/form.vue';
+
+/** 跟进记录列表 */
+defineOptions({ name: 'FollowUpRecord' });
+
+const props = defineProps<{
+  bizId: number;
+  bizType: number;
+}>();
+
+const { push } = useRouter();
+
+/** 刷新表格 */
+function handleRefresh() {
+  gridApi.query();
+}
+
+/** 添加跟进记录 */
+function handleCreate() {
+  formModalApi.setData({ bizId: props.bizId, bizType: props.bizType }).open();
+}
+
+/** 删除跟进记录 */
+async function handleDelete(row: CrmFollowUpApi.FollowUpRecord) {
+  const loadingInstance = ElLoading.service({
+    text: $t('ui.actionMessage.deleting', [row.id]),
+  });
+  try {
+    await deleteFollowUpRecord(row.id);
+    ElMessage.success($t('ui.actionMessage.deleteSuccess', [row.id]));
+    handleRefresh();
+  } finally {
+    loadingInstance.close();
+  }
+}
+
+/** 打开联系人详情 */
+function openContactDetail(id: number) {
+  push({ name: 'CrmContactDetail', params: { id } });
+}
+
+/** 打开商机详情 */
+function openBusinessDetail(id: number) {
+  push({ name: 'CrmBusinessDetail', params: { id } });
+}
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: FollowUpRecordForm,
+  destroyOnClose: true,
+});
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useGridColumns(props.bizType),
+    height: 600,
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }) => {
+          return await getFollowUpRecordPage({
+            pageNo: page.currentPage,
+            pageSize: page.pageSize,
+            bizType: props.bizType,
+            bizId: props.bizId,
+          });
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      refresh: true,
+    },
+  } as VxeTableGridOptions<CrmFollowUpApi.FollowUpRecord>,
+});
+
+/** 监听业务 ID 变化 */
+watch(
+  () => props.bizId,
+  () => {
+    gridApi.query();
+  },
+);
+</script>
+
+<template>
+  <div>
+    <FormModal @success="handleRefresh" />
+    <Grid>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: '写跟进',
+              type: 'primary',
+              icon: ACTION_ICON.EDIT,
+              onClick: handleCreate,
+            },
+          ]"
+        />
+      </template>
+      <template #contacts="{ row }">
+        <ElButton
+          v-for="contact in row.contacts || []"
+          :key="`contact-${contact.id}`"
+          type="primary"
+          link
+          class="ml-2"
+          @click="openContactDetail(contact.id)"
+        >
+          {{ contact.name }}
+        </ElButton>
+      </template>
+      <template #businesses="{ row }">
+        <ElButton
+          v-for="business in row.businesses || []"
+          :key="`business-${business.id}`"
+          type="primary"
+          link
+          class="ml-2"
+          @click="openBusinessDetail(business.id)"
+        >
+          {{ business.name }}
+        </ElButton>
+      </template>
+      <template #actions="{ row }">
+        <TableAction
+          :actions="[
+            {
+              label: $t('common.delete'),
+              type: 'danger',
+              link: true,
+              icon: ACTION_ICON.DELETE,
+              popConfirm: {
+                title: $t('ui.actionMessage.deleteConfirm', [row.id]),
+                confirm: handleDelete.bind(null, row),
+              },
+            },
+          ]"
+        />
+      </template>
+    </Grid>
+  </div>
+</template>

apps/web-ele/src/views/crm/followup/modules/form.vue

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+<script lang="ts" setup>
+import type { CrmFollowUpApi } from '#/api/crm/followup';
+
+import { ref } from 'vue';
+
+import { useVbenModal } from '@vben/common-ui';
+
+import { ElMessage } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import { createFollowUpRecord } from '#/api/crm/followup';
+import { $t } from '#/locales';
+
+import { useFormSchema } from '../data';
+
+const emit = defineEmits(['success']);
+
+const bizId = ref<number>();
+const bizType = ref<number>();
+
+const [Form, formApi] = useVbenForm({
+  commonConfig: {
+    componentProps: {
+      class: 'w-full',
+    },
+    formItemClass: 'col-span-2',
+    labelWidth: 120,
+  },
+  layout: 'horizontal',
+  schema: useFormSchema(bizId),
+  showDefaultActions: false,
+});
+
+const [Modal, modalApi] = useVbenModal({
+  async onConfirm() {
+    const { valid } = await formApi.validate();
+    if (!valid) {
+      return;
+    }
+    modalApi.lock();
+    // 提交表单
+    const data = (await formApi.getValues()) as CrmFollowUpApi.FollowUpRecord;
+    try {
+      await createFollowUpRecord(data);
+      // 关闭并提示
+      await modalApi.close();
+      emit('success');
+      ElMessage.success($t('ui.actionMessage.operationSuccess'));
+    } finally {
+      modalApi.unlock();
+    }
+  },
+  async onOpenChange(isOpen: boolean) {
+    if (!isOpen) {
+      return;
+    }
+    // 加载数据
+    const data = modalApi.getData<CrmFollowUpApi.FollowUpRecord>();
+    if (!data) {
+      return;
+    }
+    if (data.bizId && data.bizType) {
+      bizId.value = data.bizId;
+      bizType.value = data.bizType;
+    }
+    modalApi.lock();
+    try {
+      // 设置到 values
+      await formApi.setValues(data);
+    } finally {
+      modalApi.unlock();
+    }
+  },
+});
+</script>
+
+<template>
+  <Modal title="添加跟进记录" class="w-2/5">
+    <Form class="mx-4" />
+  </Modal>
+</template>