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feat: crm backlog

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xingyu4j
2025-05-29 23:27:57 +08:00
parent 4969799412
commit a043e4a746
11 changed files with 304 additions and 867 deletions
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670
apps/web-antd/src/views/crm/backlog/data.ts
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@@ -1,15 +1,5 @@
import type { Ref } from 'vue';
import type { VbenFormSchema } from '#/adapter/form';
import type { OnActionClickFn, VxeTableGridOptions } from '#/adapter/vxe-table';
import type { CrmReceivableApi } from '#/api/crm/receivable';
import { useAccess } from '@vben/access';
import { DICT_TYPE } from '#/utils';
const { hasAccessByCodes } = useAccess();
export interface LeftSideItem {
name: string;
menu: string;
@@ -109,663 +99,3 @@ export const useLeftSides = (
},
];
};
/** 分配给我的线索 列表的搜索表单 */
export function useClueFollowFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'followUpStatus',
label: '状态',
component: 'Select',
componentProps: {
allowClear: true,
options: FOLLOWUP_STATUS,
},
defaultValue: false,
},
];
}
/** 分配给我的线索 列表的字段 */
export function useClueFollowColumns(): VxeTableGridOptions['columns'] {
return [
{
field: 'name',
title: '线索名称',
fixed: 'left',
slots: { default: 'name' },
},
{
field: 'source',
title: '线索来源',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
},
},
{
field: 'mobile',
title: '手机',
},
{
field: 'telephone',
title: '电话',
},
{
field: 'email',
title: '邮箱',
},
{
field: 'detailAddress',
title: '地址',
},
{
field: 'industryId',
title: '客户行业',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
},
},
{
field: 'level',
title: '客户级别',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
},
},
{
field: 'contactNextTime',
title: '下次联系时间',
formatter: 'formatDateTime',
},
{
field: 'remark',
title: '备注',
},
{
field: 'contactLastTime',
title: '最后跟进时间',
formatter: 'formatDateTime',
},
{
field: 'contactLastContent',
title: '最后跟进记录',
},
{
field: 'ownerUserName',
title: '负责人',
},
{
field: 'ownerUserDeptName',
title: '所属部门',
},
{
field: 'updateTime',
title: '更新时间',
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
},
];
}
/** 合同审核列表的搜索表单 */
export function useContractAuditFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'auditStatus',
label: '合同状态',
component: 'Select',
componentProps: {
allowClear: true,
options: AUDIT_STATUS,
},
defaultValue: 10,
},
];
}
/** 合同提醒列表的搜索表单 */
export function useContractRemindFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'expiryType',
label: '到期状态',
component: 'Select',
componentProps: {
allowClear: true,
options: CONTRACT_EXPIRY_TYPE,
},
defaultValue: 1,
},
];
}
/** 合同审核列表的字段 */
export function useContractColumns(): VxeTableGridOptions['columns'] {
return [
{
field: 'no',
title: '合同编号',
fixed: 'left',
},
{
field: 'name',
title: '合同名称',
slots: { default: 'name' },
},
{
field: 'customerName',
title: '客户名称',
slots: { default: 'customerName' },
},
{
field: 'businessName',
title: '商机名称',
slots: { default: 'businessName' },
},
{
field: 'price',
title: '合同金额（元）',
formatter: 'formatNumber',
},
{
field: 'orderDate',
title: '下单时间',
formatter: 'formatDateTime',
},
{
field: 'startTime',
title: '合同开始时间',
formatter: 'formatDateTime',
},
{
field: 'endTime',
title: '合同结束时间',
formatter: 'formatDateTime',
},
{
field: 'contactName',
title: '客户签约人',
slots: { default: 'contactName' },
},
{
field: 'signUserName',
title: '公司签约人',
},
{
field: 'remark',
title: '备注',
},
{
field: 'totalReceivablePrice',
title: '已回款金额（元）',
formatter: 'formatNumber',
},
{
field: 'noReceivablePrice',
title: '未回款金额（元）',
formatter: 'formatNumber',
},
{
field: 'contactLastTime',
title: '最后跟进时间',
formatter: 'formatDateTime',
},
{
field: 'ownerUserName',
title: '负责人',
},
{
field: 'ownerUserDeptName',
title: '所属部门',
},
{
field: 'updateTime',
title: '更新时间',
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
},
{
field: 'auditStatus',
title: '合同状态',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
},
},
{
title: '操作',
width: 80,
fixed: 'right',
slots: { default: 'actions' },
},
];
}
/** 客户跟进列表的搜索表单 */
export function useCustomerFollowFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'followUpStatus',
label: '状态',
component: 'Select',
componentProps: {
allowClear: true,
options: FOLLOWUP_STATUS,
},
defaultValue: false,
},
];
}
/** 待进入公海客户列表的搜索表单 */
export function useCustomerPutPoolFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'sceneType',
label: '归属',
component: 'Select',
componentProps: {
allowClear: true,
options: SCENE_TYPES,
},
defaultValue: 1,
},
];
}
/** 今日需联系客户列表的搜索表单 */
export function useCustomerTodayContactFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'contactStatus',
label: '状态',
component: 'Select',
componentProps: {
allowClear: true,
options: CONTACT_STATUS,
},
defaultValue: 1,
},
{
fieldName: 'sceneType',
label: '归属',
component: 'Select',
componentProps: {
allowClear: true,
options: SCENE_TYPES,
},
defaultValue: 1,
},
];
}
/** 客户列表的字段 */
export function useCustomerColumns(): VxeTableGridOptions['columns'] {
return [
{
field: 'name',
title: '客户名称',
slots: { default: 'name' },
},
{
field: 'source',
title: '客户来源',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
},
},
{
field: 'mobile',
title: '手机',
},
{
field: 'telephone',
title: '电话',
},
{
field: 'email',
title: '邮箱',
},
{
field: 'level',
title: '客户级别',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
},
},
{
field: 'industryId',
title: '客户行业',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
},
},
{
field: 'contactNextTime',
title: '下次联系时间',
formatter: 'formatDateTime',
},
{
field: 'remark',
title: '备注',
},
{
field: 'lockStatus',
title: '锁定状态',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
},
},
{
field: 'dealStatus',
title: '成交状态',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
},
},
{
field: 'contactLastTime',
title: '最后跟进时间',
formatter: 'formatDateTime',
},
{
field: 'contactLastContent',
title: '最后跟进记录',
},
{
field: 'detailAddress',
title: '地址',
},
{
field: 'poolDay',
title: '距离进入公海天数',
},
{
field: 'ownerUserName',
title: '负责人',
},
{
field: 'ownerUserDeptName',
title: '所属部门',
},
{
field: 'updateTime',
title: '更新时间',
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
},
];
}
/** 回款审核列表的搜索表单 */
export function useReceivableAuditFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'auditStatus',
label: '合同状态',
component: 'Select',
componentProps: {
allowClear: true,
options: AUDIT_STATUS,
},
defaultValue: 10,
},
];
}
/** 回款审核列表的字段 */
export function useReceivableAuditColumns<T = CrmReceivableApi.Receivable>(
onActionClick: OnActionClickFn<T>,
): VxeTableGridOptions['columns'] {
return [
{
field: 'no',
title: '回款编号',
fixed: 'left',
slots: { default: 'no' },
},
{
field: 'customerName',
title: '客户名称',
slots: { default: 'customerName' },
},
{
field: 'contractNo',
title: '合同编号',
slots: { default: 'contractNo' },
},
{
field: 'returnTime',
title: '回款日期',
formatter: 'formatDateTime',
},
{
field: 'price',
title: '回款金额(元)',
formatter: 'formatNumber',
},
{
field: 'returnType',
title: '回款方式',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
},
},
{
field: 'remark',
title: '备注',
},
{
field: 'contract.totalPrice',
title: '合同金额（元）',
formatter: 'formatNumber',
},
{
field: 'ownerUserName',
title: '负责人',
},
{
field: 'ownerUserDeptName',
title: '所属部门',
},
{
field: 'updateTime',
title: '更新时间',
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
},
{
field: 'auditStatus',
title: '回款状态',
fixed: 'right',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
},
},
{
field: 'operation',
title: '操作',
width: 140,
fixed: 'right',
align: 'center',
cellRender: {
attrs: {
nameField: 'name',
nameTitle: '角色',
onClick: onActionClick,
},
name: 'CellOperation',
options: [
{
code: 'processDetail',
text: '查看审批',
show: hasAccessByCodes(['crm:receivable:update']),
},
],
},
},
];
}
/** 回款计划提醒列表的搜索表单 */
export function useReceivablePlanRemindFormSchema(): VbenFormSchema[] {
return [
{
fieldName: 'remindType',
label: '合同状态',
component: 'Select',
componentProps: {
allowClear: true,
options: RECEIVABLE_REMIND_TYPE,
},
defaultValue: 1,
},
];
}
/** 回款计划提醒列表的字段 */
export function useReceivablePlanRemindColumns<T = CrmReceivableApi.Receivable>(
onActionClick: OnActionClickFn<T>,
): VxeTableGridOptions['columns'] {
return [
{
field: 'customerName',
title: '客户名称',
fixed: 'left',
slots: { default: 'customerName' },
},
{
field: 'contractNo',
title: '合同编号',
},
{
field: 'period',
title: '期数',
slots: { default: 'period' },
},
{
field: 'price',
title: '计划回款金额（元）',
formatter: 'formatNumber',
},
{
field: 'returnTime',
title: '计划回款日期',
formatter: 'formatDateTime',
},
{
field: 'remindDays',
title: '提前几天提醒',
},
{
field: 'remindTime',
title: '提醒日期',
formatter: 'formatDateTime',
},
{
field: 'returnType',
title: '回款方式',
fixed: 'right',
cellRender: {
name: 'CellDict',
props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
},
},
{
field: 'remark',
title: '备注',
},
{
field: 'ownerUserName',
title: '负责人',
},
{
field: 'receivable.price',
title: '实际回款金额（元）',
formatter: 'formatNumber',
},
{
field: 'receivable.returnTime',
title: '实际回款日期',
formatter: 'formatDateTime',
},
{
field: 'updateTime',
title: '更新时间',
formatter: 'formatDateTime',
},
{
field: 'createTime',
title: '创建时间',
formatter: 'formatDateTime',
},
{
field: 'creatorName',
title: '创建人',
},
{
field: 'operation',
title: '操作',
width: 140,
fixed: 'right',
align: 'center',
cellRender: {
attrs: {
nameField: 'customerName',
nameTitle: '客户名称',
onClick: onActionClick,
},
name: 'CellOperation',
options: [
{
code: 'receivableForm',
text: '创建回款',
show: hasAccessByCodes(['crm:receivable:create']),
},
],
},
},
];
}