跟进列表

src/api/ecw/follow.js

+import request from '@/utils/request'
+
+// 创建跟进
+export function createCustomerFollow(data) {
+  return request({
+    url: '/ecw/customer-follow/create',
+    method: 'post',
+    data: data
+  })
+}
+
+// 更新跟进
+export function updateCustomerFollow(data) {
+  return request({
+    url: '/ecw/customer-follow/update',
+    method: 'put',
+    data: data
+  })
+}
+
+// 删除跟进
+export function deleteCustomerFollow(id) {
+  return request({
+    url: '/ecw/customer-follow/delete?id=' + id,
+    method: 'delete'
+  })
+}
+
+// 获得跟进
+export function getCustomerFollow(id) {
+  return request({
+    url: '/ecw/customer-follow/get?id=' + id,
+    method: 'get'
+  })
+}
+
+// 获得跟进分页
+export function getCustomerFollowPage(query) {
+  return request({
+    url: '/ecw/customer-follow/page',
+    method: 'get',
+    params: query
+  })
+}
+
+// 导出跟进 Excel
+export function exportCustomerFollowExcel(query) {
+  return request({
+    url: '/ecw/customer-follow/export-excel',
+    method: 'get',
+    params: query,
+    responseType: 'blob'
+  })
+}
+
+//
+export function getFollowPage(query) {
+  return request({
+    url: '/ecw/customer-follow/followPage',
+    method: 'get',
+    params: query
+  })
+}
\ No newline at end of file

src/views/ecw/follow/create.vue

+<template>
+  <div class="app-container">
+    <el-card>
+      <div slot="header" class="card-title">{{$t('报表跟进')}}</div>
+    <el-form ref="form" :model="form" :rules="rules" label-width="120px" label-position="left">
+
+      <el-form-item :label="$t('编号')" prop="followNo">
+        <el-input type="text"  v-model="form.followNo" :placeholder="$t('请输入编号')" />
+      </el-form-item>
+      
+      <el-form-item :label="$t('类型')" prop="type" style="width: 46%;display: inline-block;margin-left:8%">
+        <!-- <el-radio v-model="form.type" label="2">{{$t('商务洽谈')}}</el-radio> -->
+        <dict-selector ref='dictMethod' v-model="form.followMethod" :type="DICT_TYPE.CUSTOMER_FOLLOW_METHOD"></dict-selector>
+      </el-form-item>
+
+      <el-form-item :label="$t('客户编号')" prop="followNo">
+        <el-input type="text"  v-model="form.followNo" />
+      </el-form-item>
+      
+      
+
+      <el-form-item :label="$t('报价单号')" prop="number" style="width: 46%;display: inline-block;">
+        <label>{{form.number}}</label>
+      </el-form-item>
+
+
+      
+      <el-form-item :label="$t('跟进时间')" prop="followUpTime" style="width: 46%;display: inline-block">
+        <el-date-picker clearable v-model="form.followUpTime" value-format="yyyy-MM-dd HH:mm:ss" format="yyyy-MM-dd HH:mm:ss" type="datetime" :placeholder="$t('选择跟进时间')" />
+      </el-form-item>
+      <el-form-item :label="$t('客户经理')" prop="followUpSalesmanId" style="width: 46%;display: inline-block;;margin-left:8%">
+       <el-select v-model="form.followUpSalesmanId" :placeholder="$t('请选择跟进业务员')" clearable>
+        <el-option v-for="item in creatorData"
+                        :key="item.id" :label="item.nickname" :value="item.id"/>
+        </el-select>
+      </el-form-item>
+      <el-form-item :label="$t('联系人')" prop="contacts" style="width: 46%;display: inline-block">
+       <el-select v-model="form.contacts" :placeholder="$t('请选择联系人')" clearable>
+          <el-option v-for="item in contactsData" :key="item.id" :label="item.name" :value="item.id"/>
+          </el-select>
+      </el-form-item>
+      <el-form-item :label="$t('跟进方式')" prop="followUpMethod" style="width: 46%;display: inline-block;margin-left:8%">
+        <dict-selector
+          :type="DICT_TYPE.CUSTOMER_FOLLOW_METHOD"
+          :placeholder="$t('请选择跟进方式')"
+          v-model="form.followUpMethod"
+          form-type="select"
+          :clearable="true"
+        />
+      </el-form-item>
+      <el-form-item :label="$t('目的')" prop="customerFeedback">
+        <el-input type="textarea" :rows="3" v-model="form.customerFeedback" maxlength="500" :placeholder="$t('请输入客户反馈')" />
+      </el-form-item>
+      <el-form-item :label="$t('情况')" prop="processingResults">
+        <el-input type="textarea" :rows="3" v-model="form.processingResults" maxlength="500"  :placeholder="$t('请输入处理结果')" />
+      </el-form-item>
+    </el-form>
+
+
+    </el-card>
+    <div slot="footer" class="dialog-footer">
+      <el-button type="primary" @click="submitForm">{{$t('确定')}}</el-button>
+    </div>
+  </div>
+</template>
+
+<script>
+  import { createOfferLog } from "@/api/ecw/offerLog"
+  import { userList } from "@/api/system/user"
+  import { getCustomerContactsListByCustomer } from "@/api/ecw/customerContacts"
+  import {DICT_TYPE} from  '@/utils/dict'
+  import {getOffer} from '@/api/ecw/offer'
+  import {getCustomerContactsSelect} from '@/api/ecw/customerContacts'
+  export default {
+    name: "OfferLog",
+    components: {
+    },
+    data() {
+      return {
+        // 遮罩层
+        loading: true,
+        open: false,
+        contactsData:[],
+        creatorData:[],
+        // 表单参数
+        form: {
+          type:'2',
+          offerId:0,
+          number:0,
+        },
+        relationId:0,
+        // 表单校验
+        rules: {
+          type: [{ required: true, message: this.$t("请选择跟进类型"), trigger: "change" }],
+          followUpTime: [{ required: true, message: this.$t("跟进时间不能为空"), trigger: "blur" }],
+          followUpSalesmanId: [{ required: true, message: this.$t("客户经理不能为空"), trigger: "change" }],
+          contacts: [{ required: true, message: this.$t("联系人不能为空"), trigger: "blur" }],
+          followUpMethod: [{ required: true, message: this.$t("请选择跟进方式"), trigger: "change" }],
+          customerFeedback: [{ required: true, message: this.$t("客户反馈不能为空"), trigger: "blur" }],
+          processingResults: [{ required: true, message: this.$t("处理结果不能为空"), trigger: "blur" }],
+        },
+        list:[]
+      };
+    },
+    created() {
+      if(this.$route.query.offerId){
+        this.form.offerId = this.$route.query.offerId
+        this.getList();
+        }
+        if(this.$route.query.number){
+          this.form.number = this.$route.query.number
+        }
+        userList('customer service').then(res =>this.creatorData = res.data)
+    },
+    methods: {
+      getList() {
+        let that = this
+        // 执行查询
+        getOffer(that.form.offerId).then(response => {
+          that.list = response.data;
+          that.getContactsData()
+        })
+      },
+      getContactsData(){
+        getCustomerContactsSelect({ids: [this.list.consigneeId, this.list.consignorId].join(',')}).then((res) => {
+            if(res.data.list.length>0){
+              this.contactsData.push({name:res.data.list[0].contactsName+'('+this.$t('发货人')+')',id:res.data.list[0].customerContactsId})
+              this.contactsData.push({name:res.data.list[1].contactsName+'('+this.$t('收货人')+')',id:res.data.list[1].customerContactsId})
+            }
+
+        })
+        // getCustomerContactsListByCustomer({customerId:this.relationId}).then(response => {
+        //   this.contactsData = response.data
+        // })
+      },
+      /** 提交按钮 */
+      submitForm() {
+        this.$refs["form"].validate(valid => {
+          if (!valid) {
+            return;
+          }
+          // 添加的提交
+          this.form.type = parseInt(this.form.type)
+          this.form.followUpMethod = parseInt(this.form.followUpMethod)
+          createOfferLog(this.form).then(response => {
+            this.$modal.msgSuccess(this.$t("新增成功"));
+            this.$store.dispatch('tagsView/delCurrentView')
+          });
+        });
+      },
+    }
+  };
+</script>
+
+<style scoped>
+  .dialog-footer{
+    padding: 40px;
+  }
+</style>

src/views/ecw/follow/index.vue

+<template>
+  <div class="app-container">
+
+    <!-- 搜索工作栏 -->
+    <el-form :model="queryParams" ref="queryForm" size="small" :inline="true" v-show="showSearch" label-width="68px">
+      <el-form-item label="编号" prop="followNo">
+        <el-input v-model="queryParams.followNo" placeholder="请输入编号" clearable @keyup.enter.native="handleQuery"/>
+      </el-form-item>
+      <el-form-item label="跟进类型" prop="followType">
+        <!-- <el-select v-model="queryParams.followType" :type="DICT_TYPE.CUSTOMER_FOLLOW_TYPE" placeholder="请选择跟进类型" clearable size="small">
+          <el-option label="请选择字典生成" value="" />
+        </el-select> -->
+        <dict-selector
+        
+          clearable
+          :type="DICT_TYPE.CUSTOMER_FOLLOW_TYPE"
+          v-model="queryParams.followType"
+          @change="handleQuery"
+        ></dict-selector>
+      </el-form-item>
+      <el-form-item label="跟进时间">
+        <el-date-picker v-model="dateRangeFollowTime" style="width: 240px" value-format="yyyy-MM-dd"
+                        type="daterange" range-separator="-" start-placeholder="开始日期" end-placeholder="结束日期" />
+      </el-form-item>
+      <el-form-item label="联系人" prop="contactName">
+        <el-input v-model="queryParams.contactName" placeholder="请输入联系人" clearable @keyup.enter.native="handleQuery"/>
+      </el-form-item>
+      <el-form-item label="跟进方式" prop="followMethod">
+        <!-- <el-input v-model="queryParams.followMethod" placeholder="请输入跟进方式" clearable @keyup.enter.native="handleQuery"/> -->
+        <dict-selector
+        
+        clearable
+        :type="DICT_TYPE.CUSTOMER_FOLLOW_METHOD"
+        v-model="queryParams.followMethod"
+        @change="handleQuery"
+      ></dict-selector>
+
+      </el-form-item>
+      <el-form-item label="客户经理" prop="followUserId">
+        <!-- <el-input v-model="queryParams.followUserId" placeholder="请输入跟进业务员" clearable @keyup.enter.native="handleQuery"/> -->
+        <el-select
+        
+        clearable
+        v-model="queryParams.followUserId"
+        :placeholder="$t('请选择客户经理')"
+        clearable
+        size="small"
+        @change="handleQuery"
+      >
+        <el-option
+        v-for="dict in customerServiceList"
+        :key="dict.id"
+        :label="dict.nickname"
+        :value="dict.id"
+      />
+    </el-select>
+      </el-form-item>
+      <!-- <el-form-item label="客户反馈" prop="feedback">
+        <el-input v-model="queryParams.feedback" placeholder="请输入客户反馈" clearable @keyup.enter.native="handleQuery"/>
+      </el-form-item>
+      <el-form-item label="处理结果" prop="result">
+        <el-input v-model="queryParams.result" placeholder="请输入处理结果" clearable @keyup.enter.native="handleQuery"/>
+      </el-form-item> -->
+      <!-- <el-form-item label="管理员id" prop="adminId">
+        <el-input v-model="queryParams.adminId" placeholder="请输入管理员id" clearable @keyup.enter.native="handleQuery"/>
+      </el-form-item> -->
+      <el-form-item label="创建时间">
+        <el-date-picker v-model="dateRangeCreateTime" style="width: 240px" value-format="yyyy-MM-dd"
+                        type="daterange" range-separator="-" start-placeholder="开始日期" end-placeholder="结束日期" />
+      </el-form-item>
+      <el-form-item>
+        <el-button type="primary" icon="el-icon-search" @click="handleQuery">搜索</el-button>
+        <el-button icon="el-icon-refresh" @click="resetQuery">重置</el-button>
+      </el-form-item>
+    </el-form>
+
+    <!-- 操作工具栏 -->
+    <el-row :gutter="10" class="mb8">
+      <el-col :span="1.5">
+        <el-button type="primary" plain icon="el-icon-plus" size="mini" @click="handleAdd"
+                   v-hasPermi="['ecw:customer-follow:create']">新增</el-button>
+      </el-col>
+      <el-col :span="1.5">
+        <el-button type="primary" plain icon="el-icon-plus" size="mini" @click="updateStatus"
+                   v-hasPermi="['ecw:customer-follow:updateStatus']">修改状态</el-button>
+      </el-col>
+
+      <el-col :span="1.5">
+        <el-button type="warning" plain icon="el-icon-download" size="mini" @click="handleExport" :loading="exportLoading"
+                   v-hasPermi="['ecw:customer-follow:export']">导出</el-button>
+      </el-col>
+      <right-toolbar :showSearch.sync="showSearch" @queryTable="getList"></right-toolbar>
+    </el-row>
+
+    <!-- 列表 -->
+    <el-table v-loading="loading" :data="list">
+      <!-- <el-table-column label="" align="center" prop="id" /> -->
+      <el-table-column label="编号" align="center" prop="followNo" />
+       
+      <el-table-column
+      prop="followType"
+      :label="$t('跟进类型')"
+      :formatter="(row, column, cellValue) => getDictDataLabel(DICT_TYPE.CUSTOMER_FOLLOW_TYPE, cellValue)"
+    >
+    </el-table-column>
+
+      <el-table-column label="报价单" align="center" prop="bizNo" />
+
+      <el-table-column label="时间" align="center" prop="followTime" width="180">
+        <template slot-scope="scope">
+          <span>{{ parseTime(scope.row.followTime) }}</span>
+        </template>
+      </el-table-column>
+      <el-table-column label="客户编号" align="center" prop="number" />
+      <el-table-column label="联系人" align="center" prop="contactName" />
+      <el-table-column label="联系方式" align="center" prop="phone" />
+      
+      <el-table-column label="客户经理" align="center" prop="followUserName" />
+    
+
+      <el-table-column
+      prop="followMethod"
+      :label="$t('方式')"
+      :formatter="(row, column, cellValue) => getDictDataLabel(DICT_TYPE.CUSTOMER_FOLLOW_METHOD, cellValue)"
+    >
+    </el-table-column>
+
+      <el-table-column label="目的" align="center" prop="customerFeedback" />
+      <el-table-column label="结果" align="center" prop="followResult" />
+      <el-table-column label="跟进情况" align="center" prop="result" />
+     
+      <el-table-column label="下次跟进时间" align="center" prop="nextFollowTime" >
+        <template slot-scope="scope">
+          <span>{{ parseTime(scope.row.nextFollowTime) }}</span>
+        </template>
+      </el-table-column>
+      <el-table-column label="跟进计划" align="center" prop="nextPlan" />
+      <el-table-column label="创建人" align="center" prop="creatorName" />
+      <el-table-column label="创建时间" align="center" prop="createTime" width="180">
+        <template slot-scope="scope">
+          <span>{{ parseTime(scope.row.createTime) }}</span>
+        </template>
+      </el-table-column>
+      <el-table-column label="最后更新人" align="center" prop="updaterName" />
+      <el-table-column label="最后更新时间" align="center" prop="updateTime" width="180">
+        <template slot-scope="scope">
+          <span>{{ parseTime(scope.row.updateTime) }}</span>
+        </template>
+      </el-table-column>
+      <el-table-column label="操作" align="center" class-name="small-padding fixed-width">
+        <template slot-scope="scope">
+          <el-button size="mini" type="text" icon="el-icon-edit" @click="handleUpdate(scope.row)"
+                     v-hasPermi="['ecw:customer-follow:update']">修改</el-button>
+          <el-button size="mini" type="text" icon="el-icon-delete" @click="handleDelete(scope.row)"
+                     v-hasPermi="['ecw:customer-follow:delete']">删除</el-button>
+        </template>
+      </el-table-column>
+    </el-table>
+    <!-- 分页组件 -->
+    <pagination v-show="total > 0" :total="total" :page.sync="queryParams.pageNo" :limit.sync="queryParams.pageSize"
+                @pagination="getList"/>
+
+    <!-- 对话框(添加 / 修改) -->
+    <el-dialog :title="title" :visible.sync="open" width="500px" append-to-body>
+      <el-form ref="form" :model="form" :rules="rules" label-width="80px">
+        <el-form-item label="业务ID" prop="bizId">
+          <el-input v-model="form.bizId" placeholder="请输入业务ID" />
+        </el-form-item>
+        <el-form-item label="跟进类型" prop="followType">
+          <!-- <el-select v-model="form.followType" placeholder="请选择跟进类型">
+            <el-option label="请选择字典生成" value="" />
+          </el-select> -->
+          <dict-selector ref='dictMethod' v-model="form.followMethod" :type="DICT_TYPE.CUSTOMER_FOLLOW_METHOD"></dict-selector>
+          
+        </el-form-item>
+        <el-form-item label="跟进时间" prop="followTime">
+          <el-date-picker clearable v-model="form.followTime" type="date" value-format="yyyy-MM-dd" placeholder="选择跟进时间" />
+        </el-form-item>
+        <el-form-item label="联系人" prop="contactName">
+          <el-input v-model="form.contactName" placeholder="请输入联系人" />
+        </el-form-item>
+        <el-form-item label="跟进方式" prop="followMethod">
+          <el-input v-model="form.followMethod" placeholder="请输入跟进方式" />
+        </el-form-item>
+        <el-form-item label="跟进业务员" prop="followUserId">
+          <el-input v-model="form.followUserId" placeholder="请输入跟进业务员" />
+        </el-form-item>
+        <el-form-item label="客户反馈" prop="feedback">
+          <el-input v-model="form.feedback" placeholder="请输入客户反馈" />
+        </el-form-item>
+        <el-form-item label="处理结果" prop="result">
+          <el-input v-model="form.result" placeholder="请输入处理结果" />
+        </el-form-item>
+        <el-form-item label="管理员id" prop="adminId">
+          <el-input v-model="form.adminId" placeholder="请输入管理员id" />
+        </el-form-item>
+      </el-form>
+      <div slot="footer" class="dialog-footer">
+        <el-button type="primary" @click="submitForm">确 定</el-button>
+        <el-button @click="cancel">取 消</el-button>
+      </div>
+    </el-dialog>
+  </div>
+</template>
+
+<script>
+import { createCustomerFollow, updateCustomerFollow, deleteCustomerFollow, getCustomerFollow, getCustomerFollowPage, exportCustomerFollowExcel,getFollowPage } from "@/api/ecw/follow";
+import { listServiceUser } from "@/api/system/user";
+
+export default {
+  name: "CustomerFollow",
+  components: {
+  },
+  data() {
+    return {
+      // 遮罩层
+      loading: true,
+      // 导出遮罩层
+      exportLoading: false,
+      // 显示搜索条件
+      showSearch: true,
+      // 总条数
+      total: 0,
+      // 跟进列表
+      list: [],
+      // 弹出层标题
+      title: "",
+      // 是否显示弹出层
+      open: false,
+      dateRangeFollowTime: [],
+      dateRangeCreateTime: [],
+      customerServiceList: [],
+      // 查询参数
+      queryParams: {
+        pageNo: 1,
+        pageSize: 10,
+        bizId: null,
+        followType: null,
+        contactName: null,
+        followMethod: null,
+        followUserId: null,
+        feedback: null,
+        result: null,
+        adminId: null,
+      },
+      // 表单参数
+      form: {},
+      // 表单校验
+      rules: {
+        bizId: [{ required: true, message: "业务ID不能为空", trigger: "blur" }],
+      }
+    };
+  },
+  created() {
+    this.getList();
+    listServiceUser().then((r) => {
+      this.customerServiceList = r.data;
+    });
+  },
+  methods: {
+    /** 查询列表 */
+    getList() {
+      this.loading = true;
+      // 处理查询参数
+      let params = {...this.queryParams};
+      this.addBeginAndEndTime(params, this.dateRangeFollowTime, 'followTime');
+      this.addBeginAndEndTime(params, this.dateRangeCreateTime, 'createTime');
+      // 执行查询
+      getFollowPage(params).then(response => {
+        this.list = response.data.list;
+        this.total = response.data.total;
+        this.loading = false;
+      });
+    },
+    /** 取消按钮 */
+    cancel() {
+      this.open = false;
+      this.reset();
+    },
+    /** 表单重置 */
+    reset() {
+      this.form = {
+        id: undefined,
+        bizId: undefined,
+        followType: undefined,
+        followTime: undefined,
+        contactName: undefined,
+        followMethod: undefined,
+        followUserId: undefined,
+        feedback: undefined,
+        result: undefined,
+        adminId: undefined,
+      };
+      this.resetForm("form");
+    },
+    /** 搜索按钮操作 */
+    handleQuery() {
+      this.queryParams.pageNo = 1;
+      this.getList();
+    },
+    /** 重置按钮操作 */
+    resetQuery() {
+      this.dateRangeFollowTime = [];
+      this.dateRangeCreateTime = [];
+      this.resetForm("queryForm");
+      this.handleQuery();
+    },
+    /** 新增按钮操作 */
+    handleAdd() {
+      this.reset();
+      this.open = true;
+      this.title = "添加跟进";
+    },
+    /** 修改按钮操作 */
+    handleUpdate(row) {
+      this.reset();
+      const id = row.id;
+      getCustomerFollow(id).then(response => {
+        this.form = response.data;
+        this.open = true;
+        this.title = "修改跟进";
+      });
+    },
+    /** 提交按钮 */
+    submitForm() {
+      this.$refs["form"].validate(valid => {
+        if (!valid) {
+          return;
+        }
+        // 修改的提交
+        if (this.form.id != null) {
+          updateCustomerFollow(this.form).then(response => {
+            this.$modal.msgSuccess("修改成功");
+            this.open = false;
+            this.getList();
+          });
+          return;
+        }
+        // 添加的提交
+        createCustomerFollow(this.form).then(response => {
+          this.$modal.msgSuccess("新增成功");
+          this.open = false;
+          this.getList();
+        });
+      });
+    },
+    /** 删除按钮操作 */
+    handleDelete(row) {
+      const id = row.id;
+      this.$modal.confirm('是否确认删除跟进编号为"' + id + '"的数据项?').then(function() {
+          return deleteCustomerFollow(id);
+        }).then(() => {
+          this.getList();
+          this.$modal.msgSuccess("删除成功");
+        }).catch(() => {});
+    },
+    /** 导出按钮操作 */
+    handleExport() {
+      // 处理查询参数
+      let params = {...this.queryParams};
+      params.pageNo = undefined;
+      params.pageSize = undefined;
+      this.addBeginAndEndTime(params, this.dateRangeFollowTime, 'followTime');
+      this.addBeginAndEndTime(params, this.dateRangeCreateTime, 'createTime');
+      // 执行导出
+      this.$modal.confirm('是否确认导出所有跟进数据项?').then(() => {
+          this.exportLoading = true;
+          return exportCustomerFollowExcel(params);
+        }).then(response => {
+          this.$download.excel(response, '${table.classComment}.xls');
+          this.exportLoading = false;
+        }).catch(() => {});
+    }
+  }
+};
+</script>