销售管理模块整体新建增加默认负责人

yangfeng

2023-11-29 01fe9929805fc9e73b72033f9717fc3f32005b03

 src/views/client/followupRecords/AddFollowupRecordsDialog.vue

@@ -13,7 +13,7 @@
        :model="editConfig.infomation"
        :rules="rules"
        label-position="right"
        label-width="308px"
        label-width="168px"
        size="mini"
      >
        <!-- 信息 -->
@@ -22,6 +22,35 @@
          <div v-if="isUnflod" class="basic-info-title">基本信息</div>
          <div class="basic-info-view">
            <el-row>
              <el-col :span="12" v-if="isUnflod">
                <el-form-item label="跟进记录编号" prop="number">
                  <el-input
                    v-if="
                      editConfig.title == '编辑' ||
                      (editConfig.title == '新建' && codenumer && (explain != '' || isIdDisabled))
                    "
                    :disabled="editConfig.title == '编辑'"
                    v-model="editConfig.infomation.number"
                    placeholder="请输入编码"
                  >
                  </el-input>
                  <span v-else-if="editConfig.title == '新建'" style="color: #f56c6c"
                    >请优先配置编码规范 <el-button type="text" @click="numberClick"> 配置规范 </el-button></span
                  >
                  <!-- <WordInput
                    v-if="codenumer && (explain != '' || isIdDisabled) && method == 0"
                    :codenumer="codenumer"
                    :sum="sum"
                    :disabled="this.editConfig.title !== '新建' || isIdDisabled"
                    :inputValue="inputValue"
                    @codeList="codeList"
                  />
                  <span v-else-if="method == 0" style="color: #f56c6c"
                    >请优先配置编码规范 <el-button type="text" @click="numberClick"> 配置规范 </el-button></span
                  >
                  <span v-else>自动生成</span> -->
                </el-form-item>
              </el-col>
              <el-col :span="12">
                <el-form-item label="客户名称" prop="client_name">
                  <div class="custom-name">
@@ -34,22 +63,22 @@
                      "
                      value-key="name"
                      @select="handleSelectClient('client', $event)"
                      style="width: 100%"
                    ></el-autocomplete>
                    <div class="common-select-btn" @click="selClientClick('client')">
                      <i class="el-icon-circle-plus-outline" title="选择"></i>
                    </div>
                    <div class="common-select-btn" @click="clearupClient('client')">
                      <i class="el-icon-edit-outline" title="清除"></i>
                    <div
                      v-if="editConfig.infomation.client_name && editConfig.infomation.client_name.length > 0"
                      class="common-select-btn"
                      @click="clearupClient('client')"
                    >
                      <i class="el-icon-remove-outline" title="清除"></i>
                    </div>
                  </div>
                </el-form-item>
              </el-col>
              <el-col :span="12" v-if="isUnflod">
                <el-form-item label="跟进记录编号" prop="number">
                  <el-input v-model="editConfig.infomation.number"></el-input>
                </el-form-item>
              </el-col>
              <el-col v-if="isUnflod" :span="12">
              <el-col v-if="isUnflod && !isDetail" :span="12">
                <el-form-item label="客户状态" prop="client_status_id">
                  <div class="common-select">
                    <el-select
@@ -57,6 +86,7 @@
                      placeholder="请选择"
                      class="common-select-sel"
                      size="mini"
                      style="width: 100%"
                    >
                      <el-option v-for="item in clientStatusOptions" :key="item.id" :label="item.name" :value="item.id">
                      </el-option>
@@ -77,19 +107,34 @@
                      "
                      value-key="name"
                      @select="handleSelectClient('contact', $event)"
                    ></el-autocomplete>
                      style="width: 100%"
                    >
                      // 解决匹配不到提示无匹配数据
                      <template v-if="noData" slot-scope="{ item }">
                        <div class="default" @click.stop="stopClick">{{ item.name }}</div>
                      </template>
                    </el-autocomplete>
                    <div class="common-select-btn" @click="selClientClick('contact')">
                      <i class="el-icon-circle-plus-outline" title="选择"></i>
                    </div>
                    <div class="common-select-btn" @click="clearupClient('contact')">
                      <i class="el-icon-edit-outline" title="清除"></i>
                    <div
                      v-if="editConfig.infomation.contact_name && editConfig.infomation.contact_name.length > 0"
                      class="common-select-btn"
                      @click="clearupClient('contact')"
                    >
                      <i class="el-icon-remove-outline" title="清除"></i>
                    </div>
                  </div>
                </el-form-item>
              </el-col>
              <el-col :span="12">
                <el-form-item v-if="isUnflod" label="负责人" prop="member_id">
                  <el-select v-model="editConfig.infomation.member_id" placeholder="请选择" size="mini">
                  <el-select
                    v-model="editConfig.infomation.member_id"
                    placeholder="请选择"
                    size="mini"
                    style="width: 100%"
                  >
                    <el-option v-for="item in memberOptions" :key="item.id" :label="item.username" :value="item.id">
                    </el-option>
                  </el-select>
@@ -100,15 +145,6 @@
                  <el-input v-model="editConfig.infomation.topic"></el-input>
                </el-form-item>
              </el-col>
              <el-col :span="isUnflod ? 24 : 12">
                <el-form-item label="跟进记录" prop="record">
                  <el-input
                    type="textarea"
                    :autosize="{ minRows: 2, maxRows: 4 }"
                    v-model="editConfig.infomation.record"
                  ></el-input>
                </el-form-item>
              </el-col>
              <el-col :span="12">
                <el-form-item label="联系方式" prop="contact_information_id">
                  <!-- <el-input
@@ -117,7 +153,12 @@
                    show-word-limit
                    oninput="value=value.replace(/[^\d]/g,'')"
                  ></el-input> -->
                  <el-select v-model="editConfig.infomation.contact_information_id" placeholder="请选择" size="mini">
                  <el-select
                    v-model="editConfig.infomation.contact_information_id"
                    placeholder="请选择"
                    size="mini"
                    style="width: 100%"
                  >
                    <el-option v-for="item in contactInfoOptions" :key="item.id" :label="item.name" :value="item.id">
                    </el-option>
                  </el-select>
@@ -135,17 +176,28 @@
                      "
                      value-key="name"
                      @select="handleSelectClient('chance', $event)"
                      style="width: 100%"
                      placeholder="请先选择客户名称"
                      :disabled="isChance"
                    ></el-autocomplete>
                    <div class="common-select-btn" @click="selClientClick('chance')">
                    <div v-if="!isChance" class="common-select-btn" @click="selClientClick('chance')">
                      <i class="el-icon-circle-plus-outline"></i>
                    </div>
                    <div class="common-select-btn" @click="clearupClient('chance')">
                      <i class="el-icon-edit-outline"></i>
                    <div
                      v-if="
                        editConfig.infomation.sale_chance_name &&
                        editConfig.infomation.sale_chance_name.length > 0 &&
                        !isChance
                      "
                      class="common-select-btn"
                      @click="clearupClient('chance')"
                    >
                      <i class="el-icon-remove-outline"></i>
                    </div>
                  </div>
                </el-form-item>
              </el-col>
              <el-col :span="12">
              <el-col :span="12" v-if="!isDetail">
                <el-form-item label="销售线索" prop="sales_leads_name">
                  <div class="custom-name">
                    <!-- <el-input v-model="editConfig.infomation.sales_leads_id"></el-input> -->
@@ -158,12 +210,17 @@
                      "
                      value-key="name"
                      @select="handleSelectClient('lead', $event)"
                      style="width: 100%"
                    ></el-autocomplete>
                    <div class="common-select-btn" @click="selClientClick('lead')">
                      <i class="el-icon-circle-plus-outline"></i>
                    </div>
                    <div class="common-select-btn" @click="clearupClient('lead')">
                      <i class="el-icon-edit-outline"></i>
                    <div
                      v-if="editConfig.infomation.sales_leads_name && editConfig.infomation.sales_leads_name.length > 0"
                      class="common-select-btn"
                      @click="clearupClient('lead')"
                    >
                      <i class="el-icon-remove-outline"></i>
                    </div>
                  </div>
                </el-form-item>
@@ -176,6 +233,7 @@
                    type="date"
                    placeholder="选择日期"
                    :picker-options="pickerOptions"
                    style="width: 100%"
                  >
                  </el-date-picker>
                </el-form-item>
@@ -187,8 +245,18 @@
                    value-format="yyyy-MM-dd"
                    type="date"
                    placeholder="选择日期"
                    style="width: 100%"
                  >
                  </el-date-picker>
                </el-form-item>
              </el-col>
              <el-col :span="isUnflod ? 24 : 12">
                <el-form-item label="跟进记录" prop="record">
                  <el-input
                    type="textarea"
                    :autosize="{ minRows: 2, maxRows: 4 }"
                    v-model="editConfig.infomation.record"
                  ></el-input>
                </el-form-item>
              </el-col>
            </el-row>
@@ -291,8 +359,15 @@
import SelectContactDialog from "@/views/other/commonDialog/SelectContactDialog"
import SelectChanceDialog from "@/views/other/commonDialog/SelectChanceDialog"
import SelectLeadDialog from "@/views/other/commonDialog/SelectLeadDialog"
import codeMixin from "@/components/makepager/mixin/codeMixin"
import { getContactList } from "@/api/client/contacts"
import { mapActions } from "vuex"
import { getSaleChanceList } from "@/api/sales/salesOpportunity"
import { getSalesLeadsList } from "@/api/client/salesLead"

export default {
  name: "AddFollowupRecordsDialog",
  mixins: [codeMixin],
  props: {
    editContactsConfig: {
      type: Object,
@@ -303,34 +378,37 @@
          infomation: {}
        }
      }
    },
    isDetail: {
      type: Boolean,
      default: false
    }
  },
  components: { SelectClientDialog, SelectContactDialog, SelectChanceDialog, SelectLeadDialog },
  components: {
    SelectClientDialog,
    SelectContactDialog,
    SelectChanceDialog,
    SelectLeadDialog
  },
  computed: {
    searchCommonHeight() {
      return this.$refs.searchCommonView.offsetHeight
    },
    clientList() {
      return this.$store.state.getClientName.clientList
    },
    contactNamelist() {
      return this.$store.state.getClientName.contactNamelist
    },
    saleChancelist() {
      return this.$store.state.getClientName.saleChancelist
    },
    saleLeadlist() {
      return this.$store.state.getClientName.saleLeadlist
    }
  },
  data() {
    return {
      dialogWidth: "80%",
      dialogWidth: "50%",
      editConfig: this.editContactsConfig,
      rules: {
        number: [{ required: true, message: "请输入跟进记录编号", trigger: "blur" }],
        member_id: [{ required: true, message: "请选择负责人", trigger: "change" }],
        number: [{ required: true, validator: this.validateCheckCode, trigger: ["blur", "change"] }],
        member_id: [{ required: true, validator: this.validateMemberId, trigger: "change" }],
        record: [{ required: true, message: "请输入跟进记录", trigger: "blur" }],
        client_name: [{ required: true, validator: this.checkClient, trigger: "change" }],
        contact_name: [{ required: true, message: "请选择联系人姓名", trigger: "change" }],
        topic: [{ required: true, message: "请输入主题", trigger: "blur" }],
        // content: [{ required: true, message: "请输入内容", trigger: "blur" }],
        phoneNumber: [
          { required: false, message: "", trigger: "blur" },
@@ -360,39 +438,71 @@
      editSelectContactConfig: {
        editVisible: false,
        title: "",
        infomation: {}
        infomation: {},
        search_map: {}
      },
      editSelectChanceConfig: {
        editVisible: false,
        title: "",
        infomation: {}
        infomation: {},
        search_map: {}
      },
      editSelectLeadConfig: {
        editVisible: false,
        title: "",
        infomation: {}
        infomation: {},
        search_map: {}
      },
      clientId: this.editContactsConfig.infomation.client_id,
      contactId: this.editContactsConfig.infomation.contact_id,
      saleChanceId: this.editContactsConfig.infomation.sale_chance_id,
      saleLeadId: this.editContactsConfig.infomation.sales_leads_id
      saleLeadId: this.editContactsConfig.infomation.sales_leads_id,
      saleChancelist: [],
      isChance: true,
      noData: false // 是否匹配到数据了
    }
  },
  created() {
    this.$store.dispatch("geClient")
    this.$store.dispatch("geContact")
    this.$store.dispatch("geChance")
    this.$store.dispatch("geLead")
    this.getCommonData()
    this.getContactInfoList()
    this.formInfo()
    if (this.editContactsConfig.title === "新建" && this.editContactsConfig.infomation?.client_name?.length > 0) {
      this.getContactList(this.editContactsConfig.infomation)
    }
  },
  watch: {
    "editContactsConfig.visible"(val) {
      if (val) {
        this.formInfo()
      }
    }
  },
  methods: {
    ...mapActions(["getContactFilter", "getLeadFilter"]),
    formInfo() {
      this.objCode.type = "跟进记录编码"
      this.objCode.codeStandID = ""
      if (this.editConfig.infomation.codeStandID) {
        this.objCode.codeStandID = this.editConfig.infomation.codeStandID
      }
      this.getRCodeStandardList()
    },
    getCommonData() {
      getAllData().then((res) => {
        console.log(res)
        this.clientStatusOptions = res.data.client_status
        this.memberOptions = res.data.member
        this.dataProcess()
        if (this.editConfig.title === "新建") {
          let username = document.cookie.replace(/(?:(?:^|.*;\s*)username\s*=\s*([^;]*).*$)|^.*$/, "$1")
          this.memberOptions.map((item) => {
            if (item.username == username) {
              this.editConfig.infomation.member_id = item.id
            }
          })
        }

        // this.dataProcess()
      })
    },
    async getContactInfoList() {
@@ -450,9 +560,9 @@
      let follow_record = {
        follow_record: {
          client_id: this.clientId || 0,
          client_status_id: data.client_status_id || 0,
          client_status_id: data.client_status_id || null,
          contact_id: this.contactId || 0,
          contact_information_id: data.contact_information_id || 0,
          contact_information_id: data.contact_information_id || null,
          content: data.content || "",
          follow_time: data.follow_time || "",
          member_id: data.member_id || 0,
@@ -462,7 +572,8 @@
          record: data.record || "",
          sale_chance_id: this.saleChanceId || 0,
          sales_leads_id: this.saleLeadId || 0,
          topic: data.topic || ""
          topic: data.topic || "",
          codeStandID: data.ID
        }
      }
      let params = {}
@@ -472,6 +583,20 @@
        params = { ...follow_record, id: data.id || 0 }
      }
      return params
    },
    // 获取销售机会
    getChanceList(id) {
      getSaleChanceList({
        page: 1,
        pageSize: 15,
        search_map: {
          client_id: id
        }
      }).then((res) => {
        if (res.code == 200) {
          this.saleChancelist = res.data.list
        }
      })
    },
    // 选择客户相关方法
    querySearchAsync(queryString, cb, value) {
@@ -485,7 +610,13 @@
      } else {
        restaurants = this.saleLeadlist
      }
      var results = queryString ? restaurants.filter(this.createStateFilter(queryString)) : restaurants
      var results = queryString ? restaurants?.filter(this.createStateFilter(queryString)) : restaurants
      console.log(results)
      this.noData = false
      if (results == undefined || results?.length <= 0) {
        results = [{ name: "无匹配数据" }]
        this.noData = true
      }
      cb(results)
    },
    createStateFilter(queryString) {
@@ -493,21 +624,63 @@
        return state.name.toLowerCase().indexOf(queryString.toLowerCase()) === 0
      }
    },
    handleSelectClient(value, item) {
    // 联系人列表
    async getContactList(item) {
      await getContactList({
        search_map: {
          client_id: item.id
        },
        page: 1,
        pageSize: 15
      }).then((res) => {
        if (res.code === 200) {
          console.log(res, "联系人")
          this.contactNamelist = res.data.list
        }
      })
    },
    // 销售线索
    async getSalesLeadsList(item) {
      await getSalesLeadsList({
        search_map: {
          name: item.name
        }
      }).then((res) => {
        if (res.code === 200) {
          this.saleLeadlist = res.data.list
        }
      })
    },
    async handleSelectClient(value, item) {
      if (value === "client") {
        this.editConfig.infomation.contact_name = ""
        this.editConfig.infomation.sales_leads_name = ""
        this.editConfig.infomation.sale_chance_name = ""
        this.editSelectContactConfig.search_map.client_id = item.id
        this.editSelectChanceConfig.search_map.client_id = item.id
        this.editSelectLeadConfig.search_map.name = item.name
        this.getContactList(item)
        this.getSalesLeadsList(item)
        this.clientId = item.id
        this.editConfig.infomation.client_name = item.name
        this.isChance = false
        this.getChanceList(item.id)
      } else if (value === "contact") {
        this.contactId = item.id
        this.editConfig.infomation.contact_name = item.name
      } else if (value === "chance") {
        this.saleChanceId = item.id
        this.editConfig.infomation.sale_chance_name = item.name
      } else {
        this.saleLeadId = item.id
        this.editConfig.infomation.sales_leads_name = item.name
      }
    },
    selClientClick(value) {
      if (value === "client") {
        this.editSelectClientConfig.editVisible = true
      } else if (value === "contact") {
        this.editSelectContactConfig.clientId = this.clientId || 0
        this.editSelectContactConfig.editVisible = true
      } else if (value === "chance") {
        this.editSelectChanceConfig.editVisible = true
@@ -520,8 +693,18 @@
        this.editConfig.infomation.contact_name = row.name
        this.contactId = row.id
      } else if (value === "client") {
        this.editConfig.infomation.client_name = row.name
        this.editConfig.infomation.contact_name = ""
        this.editConfig.infomation.sales_leads_name = ""
        this.editConfig.infomation.sale_chance_name = ""
        this.editSelectContactConfig.search_map.client_id = row.id
        this.editSelectChanceConfig.search_map.client_id = row.id
        this.editSelectLeadConfig.search_map.name = row.name
        this.getContactList(row)
        this.getSalesLeadsList(row)
        this.clientId = row.id
        this.editConfig.infomation.client_name = row.name
        this.isChance = false
        this.getChanceList(row.id)
      } else if (value === "chance") {
        this.editConfig.infomation.sale_chance_name = row.name
        this.saleChanceId = row.id
@@ -533,8 +716,14 @@
    // 清除已选择用户
    clearupClient(value) {
      if (value === "client") {
        this.editConfig.infomation.contact_name = ""
        this.editConfig.infomation.sales_leads_name = ""
        this.editConfig.infomation.sale_chance_name = ""
        this.editConfig.infomation.client_name = ""
        this.clientId = 0
        this.isChance = true
        this.editConfig.infomation.sale_chance_name = ""
        this.saleChanceId = 0
      } else if (value === "contact") {
        this.editConfig.infomation.contact_name = ""
        this.contactId = 0
@@ -559,6 +748,24 @@
        this.unflodCollapseStr = "收起"
        this.isUnflod = true
      }
    },
    // 客户名称单独校验
    checkClient(rule, value, callback) {
      if (this.editConfig.infomation.client_name && this.editConfig.infomation.client_name.length > 0) {
        callback()
      } else {
        callback(new Error("请选择客户名称"))
      }
    },
    // 阻止可点击事件
    stopClick() {},
    // 销售负责人自定义校验规则
    validateMemberId(rule, value, callback) {
      if (this.editConfig.infomation?.member_id > 0) {
        callback()
      } else {
        callback(new Error("请输入负责人"))
      }
    }
  }
}