896 lines
18 KiB
TypeScript
896 lines
18 KiB
TypeScript
import type { Ref } from 'vue';
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import type { VbenFormSchema } from '#/adapter/form';
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import type { OnActionClickFn, VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { CrmContractApi } from '#/api/crm/contract';
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import type { CrmReceivableApi } from '#/api/crm/receivable';
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import { useAccess } from '@vben/access';
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import { DICT_TYPE } from '#/utils';
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const { hasAccessByCodes } = useAccess();
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export interface LeftSideItem {
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name: string;
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menu: string;
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count: Ref<number>;
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}
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/** 跟进状态 */
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export const FOLLOWUP_STATUS = [
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{ label: '待跟进', value: false },
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{ label: '已跟进', value: true },
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];
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/** 归属范围 */
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export const SCENE_TYPES = [
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{ label: '我负责的', value: 1 },
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{ label: '我参与的', value: 2 },
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{ label: '下属负责的', value: 3 },
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];
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/** 联系状态 */
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export const CONTACT_STATUS = [
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{ label: '今日需联系', value: 1 },
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{ label: '已逾期', value: 2 },
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{ label: '已联系', value: 3 },
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];
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/** 审批状态 */
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export const AUDIT_STATUS = [
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{ label: '待审批', value: 10 },
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{ label: '审核通过', value: 20 },
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{ label: '审核不通过', value: 30 },
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];
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/** 回款提醒类型 */
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export const RECEIVABLE_REMIND_TYPE = [
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{ label: '待回款', value: 1 },
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{ label: '已逾期', value: 2 },
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{ label: '已回款', value: 3 },
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];
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/** 合同过期状态 */
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export const CONTRACT_EXPIRY_TYPE = [
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{ label: '即将过期', value: 1 },
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{ label: '已过期', value: 2 },
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];
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export const useLeftSides = (
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customerTodayContactCount: Ref<number>,
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clueFollowCount: Ref<number>,
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customerFollowCount: Ref<number>,
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customerPutPoolRemindCount: Ref<number>,
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contractAuditCount: Ref<number>,
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contractRemindCount: Ref<number>,
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receivableAuditCount: Ref<number>,
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receivablePlanRemindCount: Ref<number>,
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): LeftSideItem[] => {
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return [
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{
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name: '今日需联系客户',
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menu: 'customerTodayContact',
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count: customerTodayContactCount,
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},
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{
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name: '分配给我的线索',
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menu: 'clueFollow',
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count: clueFollowCount,
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},
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{
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name: '分配给我的客户',
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menu: 'customerFollow',
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count: customerFollowCount,
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},
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{
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name: '待进入公海的客户',
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menu: 'customerPutPoolRemind',
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count: customerPutPoolRemindCount,
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},
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{
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name: '待审核合同',
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menu: 'contractAudit',
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count: contractAuditCount,
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},
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{
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name: '待审核回款',
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menu: 'receivableAudit',
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count: receivableAuditCount,
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},
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{
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name: '待回款提醒',
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menu: 'receivablePlanRemind',
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count: receivablePlanRemindCount,
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},
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{
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name: '即将到期的合同',
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menu: 'contractRemind',
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count: contractRemindCount,
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},
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];
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};
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/** 分配给我的线索 列表的搜索表单 */
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export function useClueFollowFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'followUpStatus',
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label: '状态',
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component: 'Select',
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componentProps: {
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allowClear: true,
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options: FOLLOWUP_STATUS,
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},
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defaultValue: false,
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},
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];
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}
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/** 分配给我的线索 列表的字段 */
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export function useClueFollowColumns(): VxeTableGridOptions['columns'] {
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return [
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{
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field: 'name',
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title: '线索名称',
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minWidth: 160,
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fixed: 'left',
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slots: { default: 'name' },
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},
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{
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field: 'source',
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title: '线索来源',
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minWidth: 100,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
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},
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},
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{
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field: 'mobile',
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title: '手机',
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minWidth: 120,
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},
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{
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field: 'telephone',
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title: '电话',
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minWidth: 130,
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},
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{
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field: 'email',
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title: '邮箱',
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minWidth: 180,
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},
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{
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field: 'detailAddress',
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title: '地址',
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minWidth: 180,
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},
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{
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field: 'industryId',
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title: '客户行业',
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minWidth: 100,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
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},
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},
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{
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field: 'level',
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title: '客户级别',
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minWidth: 100,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
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},
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},
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{
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field: 'contactNextTime',
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title: '下次联系时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'remark',
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title: '备注',
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minWidth: 200,
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},
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{
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field: 'contactLastTime',
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title: '最后跟进时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'contactLastContent',
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title: '最后跟进记录',
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minWidth: 200,
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},
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{
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field: 'ownerUserName',
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title: '负责人',
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minWidth: 100,
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},
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{
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field: 'ownerUserDeptName',
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title: '所属部门',
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minWidth: 100,
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},
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{
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field: 'updateTime',
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title: '更新时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'createTime',
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title: '创建时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'creatorName',
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title: '创建人',
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minWidth: 100,
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},
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];
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}
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/** 合同审核列表的搜索表单 */
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export function useContractAuditFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'auditStatus',
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label: '合同状态',
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component: 'Select',
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componentProps: {
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allowClear: true,
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options: AUDIT_STATUS,
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},
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defaultValue: 10,
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},
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];
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}
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/** 合同提醒列表的搜索表单 */
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export function useContractRemindFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'expiryType',
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label: '到期状态',
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component: 'Select',
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componentProps: {
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allowClear: true,
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options: CONTRACT_EXPIRY_TYPE,
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},
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defaultValue: 1,
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},
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];
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}
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/** 合同审核列表的字段 */
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export function useContractColumns<T = CrmContractApi.Contract>(
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onActionClick: OnActionClickFn<T>,
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): VxeTableGridOptions['columns'] {
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return [
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{
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field: 'no',
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title: '合同编号',
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minWidth: 160,
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fixed: 'left',
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},
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{
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field: 'name',
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title: '合同名称',
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minWidth: 160,
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slots: {
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default: 'name',
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},
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},
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{
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field: 'customerName',
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title: '客户名称',
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minWidth: 160,
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slots: {
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default: 'customerName',
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},
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},
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{
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field: 'businessName',
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title: '商机名称',
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minWidth: 160,
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slots: {
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default: 'businessName',
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},
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},
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{
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field: 'price',
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title: '合同金额(元)',
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minWidth: 120,
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formatter: 'formatNumber',
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},
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{
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field: 'orderDate',
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title: '下单时间',
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minWidth: 120,
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formatter: 'formatDateTime',
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},
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{
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field: 'startTime',
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title: '合同开始时间',
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minWidth: 120,
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formatter: 'formatDateTime',
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},
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{
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field: 'endTime',
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title: '合同结束时间',
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minWidth: 120,
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formatter: 'formatDateTime',
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},
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{
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field: 'contactName',
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title: '客户签约人',
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minWidth: 130,
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slots: {
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default: 'contactName',
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},
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},
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{
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field: 'signUserName',
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title: '公司签约人',
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minWidth: 130,
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},
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{
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field: 'remark',
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title: '备注',
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minWidth: 200,
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},
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{
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field: 'totalReceivablePrice',
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title: '已回款金额(元)',
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minWidth: 140,
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formatter: 'formatNumber',
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},
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{
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field: 'noReceivablePrice',
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title: '未回款金额(元)',
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minWidth: 120,
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formatter: 'formatNumber',
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},
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{
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field: 'contactLastTime',
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title: '最后跟进时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'ownerUserName',
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title: '负责人',
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minWidth: 120,
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},
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{
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field: 'ownerUserDeptName',
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title: '所属部门',
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minWidth: 100,
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},
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{
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field: 'updateTime',
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title: '更新时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'createTime',
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title: '创建时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'creatorName',
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title: '创建人',
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minWidth: 100,
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},
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{
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field: 'auditStatus',
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title: '合同状态',
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minWidth: 120,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
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},
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},
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{
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field: 'operation',
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title: '操作',
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minWidth: 130,
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align: 'center',
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fixed: 'right',
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cellRender: {
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attrs: {
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nameField: 'no',
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nameTitle: '合同编号',
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onClick: onActionClick,
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},
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name: 'CellOperation',
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options: [
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{
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code: 'processDetail',
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show: hasAccessByCodes(['crm:contract:update']),
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},
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],
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},
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},
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];
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}
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/** 客户跟进列表的搜索表单 */
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export function useCustomerFollowFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'followUpStatus',
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label: '状态',
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component: 'Select',
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componentProps: {
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allowClear: true,
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options: FOLLOWUP_STATUS,
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},
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defaultValue: false,
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},
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];
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}
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/** 待进入公海客户列表的搜索表单 */
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export function useCustomerPutPoolFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'sceneType',
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label: '归属',
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component: 'Select',
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componentProps: {
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allowClear: true,
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options: SCENE_TYPES,
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},
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defaultValue: 1,
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},
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];
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}
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/** 今日需联系客户列表的搜索表单 */
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export function useCustomerTodayContactFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'contactStatus',
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label: '状态',
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component: 'Select',
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componentProps: {
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allowClear: true,
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options: CONTACT_STATUS,
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},
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defaultValue: 1,
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},
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{
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fieldName: 'sceneType',
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label: '归属',
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component: 'Select',
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componentProps: {
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allowClear: true,
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options: SCENE_TYPES,
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},
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defaultValue: 1,
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},
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];
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}
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/** 客户列表的字段 */
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export function useCustomerColumns(): VxeTableGridOptions['columns'] {
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return [
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{
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field: 'name',
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title: '客户名称',
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minWidth: 160,
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slots: {
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default: 'name',
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},
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},
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{
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field: 'source',
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title: '客户来源',
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minWidth: 100,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
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},
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},
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{
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field: 'mobile',
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title: '手机',
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minWidth: 120,
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},
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{
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field: 'telephone',
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title: '电话',
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minWidth: 130,
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},
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{
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field: 'email',
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title: '邮箱',
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minWidth: 180,
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},
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{
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field: 'level',
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title: '客户级别',
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minWidth: 100,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
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},
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},
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{
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field: 'industryId',
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title: '客户行业',
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minWidth: 100,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
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},
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},
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{
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field: 'contactNextTime',
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title: '下次联系时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'remark',
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title: '备注',
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minWidth: 200,
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},
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{
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field: 'lockStatus',
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title: '锁定状态',
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minWidth: 100,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
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},
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},
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{
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field: 'dealStatus',
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title: '成交状态',
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minWidth: 100,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
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},
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},
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{
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field: 'contactLastTime',
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title: '最后跟进时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'contactLastContent',
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title: '最后跟进记录',
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minWidth: 200,
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},
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{
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field: 'detailAddress',
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title: '地址',
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minWidth: 200,
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},
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{
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field: 'poolDay',
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title: '距离进入公海天数',
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minWidth: 180,
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},
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{
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field: 'ownerUserName',
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title: '负责人',
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minWidth: 100,
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},
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{
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field: 'ownerUserDeptName',
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title: '所属部门',
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minWidth: 100,
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},
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{
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field: 'updateTime',
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title: '更新时间',
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minWidth: 180,
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formatter: 'formatDateTime',
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},
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{
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field: 'createTime',
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title: '创建时间',
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minWidth: 180,
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formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'creatorName',
|
|
title: '创建人',
|
|
minWidth: 100,
|
|
},
|
|
];
|
|
}
|
|
|
|
/** 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',
|
|
minWidth: 180,
|
|
fixed: 'left',
|
|
slots: {
|
|
default: 'no',
|
|
},
|
|
},
|
|
{
|
|
field: 'customerName',
|
|
title: '客户名称',
|
|
minWidth: 120,
|
|
slots: {
|
|
default: 'customerName',
|
|
},
|
|
},
|
|
{
|
|
field: 'contractNo',
|
|
title: '合同编号',
|
|
minWidth: 180,
|
|
slots: {
|
|
default: 'contractNo',
|
|
},
|
|
},
|
|
{
|
|
field: 'returnTime',
|
|
title: '回款日期',
|
|
minWidth: 150,
|
|
formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'price',
|
|
title: '回款金额(元)',
|
|
minWidth: 140,
|
|
formatter: 'formatNumber',
|
|
},
|
|
{
|
|
field: 'returnType',
|
|
title: '回款方式',
|
|
minWidth: 130,
|
|
cellRender: {
|
|
name: 'CellDict',
|
|
props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
|
|
},
|
|
},
|
|
{
|
|
field: 'remark',
|
|
title: '备注',
|
|
minWidth: 200,
|
|
},
|
|
{
|
|
field: 'contract.totalPrice',
|
|
title: '合同金额(元)',
|
|
minWidth: 140,
|
|
formatter: 'formatNumber',
|
|
},
|
|
{
|
|
field: 'ownerUserName',
|
|
title: '负责人',
|
|
minWidth: 120,
|
|
},
|
|
{
|
|
field: 'ownerUserDeptName',
|
|
title: '所属部门',
|
|
minWidth: 100,
|
|
},
|
|
{
|
|
field: 'updateTime',
|
|
title: '更新时间',
|
|
minWidth: 180,
|
|
formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'createTime',
|
|
title: '创建时间',
|
|
minWidth: 180,
|
|
formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'creatorName',
|
|
title: '创建人',
|
|
minWidth: 120,
|
|
},
|
|
{
|
|
field: 'auditStatus',
|
|
title: '回款状态',
|
|
minWidth: 120,
|
|
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',
|
|
minWidth: 160,
|
|
fixed: 'left',
|
|
slots: {
|
|
default: 'customerName',
|
|
},
|
|
},
|
|
{
|
|
field: 'contractNo',
|
|
title: '合同编号',
|
|
minWidth: 200,
|
|
},
|
|
{
|
|
field: 'period',
|
|
title: '期数',
|
|
minWidth: 160,
|
|
slots: {
|
|
default: 'period',
|
|
},
|
|
},
|
|
{
|
|
field: 'price',
|
|
title: '计划回款金额(元)',
|
|
minWidth: 120,
|
|
formatter: 'formatNumber',
|
|
},
|
|
{
|
|
field: 'returnTime',
|
|
title: '计划回款日期',
|
|
minWidth: 180,
|
|
formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'remindDays',
|
|
title: '提前几天提醒',
|
|
minWidth: 150,
|
|
},
|
|
{
|
|
field: 'remindTime',
|
|
title: '提醒日期',
|
|
minWidth: 180,
|
|
formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'returnType',
|
|
title: '回款方式',
|
|
minWidth: 120,
|
|
fixed: 'right',
|
|
cellRender: {
|
|
name: 'CellDict',
|
|
props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
|
|
},
|
|
},
|
|
{
|
|
field: 'remark',
|
|
title: '备注',
|
|
minWidth: 200,
|
|
},
|
|
{
|
|
field: 'ownerUserName',
|
|
title: '负责人',
|
|
minWidth: 100,
|
|
},
|
|
{
|
|
field: 'receivable.price',
|
|
title: '实际回款金额(元)',
|
|
minWidth: 160,
|
|
formatter: 'formatNumber',
|
|
},
|
|
{
|
|
field: 'receivable.returnTime',
|
|
title: '实际回款日期',
|
|
minWidth: 180,
|
|
formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'updateTime',
|
|
title: '更新时间',
|
|
minWidth: 180,
|
|
formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'createTime',
|
|
title: '创建时间',
|
|
minWidth: 180,
|
|
formatter: 'formatDateTime',
|
|
},
|
|
{
|
|
field: 'creatorName',
|
|
title: '创建人',
|
|
minWidth: 100,
|
|
},
|
|
{
|
|
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']),
|
|
},
|
|
],
|
|
},
|
|
},
|
|
];
|
|
}
|