新疆-融邦 1. 委外管理：新增合作商档案、委外订单、往来台账三个页面及接口；合作商附件弹框支持直接上传/删除并即时保存。 2. 信托基金与代储台...

gaoluyang

6 天以前 11d7990309ddace2fa600cbeae58e3ab5ac368f9

 src/views/basicData/customerFile/index.vue

@@ -1,6 +1,6 @@
<template>
  <div class="app-container">
    <div class="search_form">
    <div class="search_form" style="margin-bottom: 20px;">
      <div>
        <span class="search_title">客户名称：</span>
        <el-input v-model="searchForm.customerName"
@@ -15,10 +15,10 @@
                   style="width: 240px"
                   clearable
                   @change="handleQuery">
          <el-option label="零售客户"
                     value="零售客户" />
          <el-option label="进销商客户"
                     value="进销商客户" />
          <el-option v-for="dict in customer_type"
                     :key="dict.value"
                     :label="dict.label"
                     :value="dict.value" />
        </el-select>
        <el-button type="primary"
                   @click="handleQuery"
@@ -27,6 +27,9 @@
      <div>
        <el-button type="primary"
                   @click="openForm('add')">新增客户</el-button>
        <el-button type="primary"
                   plain
                   @click="back">流入公海</el-button>
        <el-button @click="handleOut">导出</el-button>
        <el-button type="info"
                   plain
@@ -45,7 +48,16 @@
                :isSelection="true"
                @selection-change="handleSelectionChange"
                :tableLoading="tableLoading"
                @pagination="pagination"></PIMTable>
                @pagination="pagination">
        <template #depositAmountSlot="{ row }">
          <el-tooltip v-if="row.exceedsTrustFund"
                      :content="`代储金额合计已超出该客户信托基金（信托基金：${row.trustFund}）`"
                      placement="top">
            <el-text type="danger">{{ formatAmount(row.depositTotalAmount) }}</el-text>
          </el-tooltip>
          <span v-else>{{ formatAmount(row.depositTotalAmount) }}</span>
        </template>
      </PIMTable>
    </div>
    <el-dialog v-model="dialogFormVisible"
               :title="operationType === 'add' ? '新增客户信息' : '编辑客户信息'"
@@ -125,11 +137,24 @@
              <el-select v-model="form.customerType"
                         placeholder="请选择"
                         clearable>
                <el-option label="零售客户"
                           value="零售客户" />
                <el-option label="进销商客户"
                           value="进销商客户" />
                <el-option v-for="dict in customer_type"
                           :key="dict.value"
                           :label="dict.label"
                           :value="dict.value" />
              </el-select>
            </el-form-item>
          </el-col>
        </el-row>
        <el-row :gutter="30">
          <el-col :span="12">
            <el-form-item label="信托基金(元)："
                          prop="trustFund">
              <el-input-number v-model="form.trustFund"
                               :min="0"
                               :precision="2"
                               :controls="false"
                               placeholder="请输入，可为空"
                               style="width: 100%" />
            </el-form-item>
          </el-col>
        </el-row>
@@ -211,7 +236,8 @@
                 :limit="1"
                 accept=".xlsx, .xls"
                 :headers="upload.headers"
                 :action="upload.url + '?updateSupport=' + upload.updateSupport"
                 :action="upload.url"
                 :data="upload.data"
                 :disabled="upload.isUploading"
                 :before-upload="upload.beforeUpload"
                 :on-progress="upload.onProgress"
@@ -276,9 +302,8 @@
      </el-form>
      <template #footer>
        <div class="dialog-footer">
          <el-button type="primary" @click="submitReminderForm">确认</el-button>
          <el-button @click="closeReminderDialog">取消</el-button>
          <el-button type="primary"
                     @click="submitReminderForm">提交</el-button>
        </div>
      </template>
    </el-dialog>
@@ -360,9 +385,8 @@
      </el-form>
      <template #footer>
        <div class="dialog-footer">
          <el-button type="primary" @click="submitNegotiationForm">确认</el-button>
          <el-button @click="closeNegotiationDialog">取消</el-button>
          <el-button type="primary"
                     @click="submitNegotiationForm">提交</el-button>
        </div>
      </template>
    </el-dialog>
@@ -459,6 +483,32 @@
              </div>
            </el-col>
          </el-row>
          <el-row :gutter="20">
            <el-col :span="12">
              <div class="info-item">
                <span class="info-label">信托基金(元)：</span>
                <span class="info-value">{{ formatAmount(detailForm.trustFund) }}</span>
              </div>
            </el-col>
            <el-col :span="12">
              <div class="info-item">
                <span class="info-label">代储金额(元)：</span>
                <span class="info-value"
                      :class="{ 'text-danger': detailForm.exceedsTrustFund }">
                  {{ formatAmount(detailForm.depositTotalAmount) }}
                </span>
              </div>
            </el-col>
          </el-row>
          <el-row v-if="detailForm.exceedsTrustFund"
                  :gutter="20">
            <el-col :span="24">
              <el-alert type="warning"
                        show-icon
                        :closable="false"
                        :title="`该客户代储金额合计 ${formatAmount(detailForm.depositTotalAmount)} 元，已超出信托基金 ${formatAmount(detailForm.trustFund)} 元`" />
            </el-col>
          </el-row>
        </div>
      </div>
      <!-- 洽谈进度记录 -->
@@ -494,7 +544,6 @@
            <template #default="{ row }">
              <el-button type="info"
                         link
                         size="small"
                         @click="openAttachmentDialog(row)">
                <el-icon>
                  <Paperclip />
@@ -510,13 +559,11 @@
            <template #default="{ row, $index }">
              <el-button type="primary"
                         link
                         size="small"
                         @click="editNegotiationRecord(row, $index)">
                修改
              </el-button>
              <el-button type="danger"
                         link
                         size="small"
                         @click="deleteNegotiationRecord(row, $index)">
                删除
              </el-button>
@@ -587,13 +634,11 @@
              <template #default="{ row, $index }">
                <el-button type="primary"
                           link
                           size="small"
                           @click="downloadAttachment(row)">
                  下载
                </el-button>
                <el-button type="danger"
                           link
                           size="small"
                           @click="deleteAttachment(row, $index)">
                  删除
                </el-button>
@@ -619,23 +664,20 @@
  import { onMounted, ref, reactive, getCurrentInstance, toRefs } from "vue";
  import { Search, Paperclip, Upload } from "@element-plus/icons-vue";
  import {
    addCustomer,
    delCustomer,
    getCustomer,
    listCustomer,
    updateCustomer,
    addCustomerFollow,
    updateCustomerFollow,
    delCustomerFollow,
    addReturnVisit,
    getReturnVisit,
  } from "@/api/basicData/customerFile.js";
  import {listCustomer, getCustomer, addCustomer, updateCustomer, delCustomer, backCustomer} from "@/api/basicData/customer.js";
  import { ElMessageBox } from "element-plus";
  import { userListNoPage } from "@/api/system/user.js";
  import useUserStore from "@/store/modules/user";
  import { getToken } from "@/utils/auth.js";
  const { proxy } = getCurrentInstance();
  const userStore = useUserStore();
  const { customer_type } = proxy.useDict("customer_type");

  // 回访提醒相关
  const reminderDialogVisible = ref(false);
@@ -661,7 +703,7 @@
  const negotiationFormRef = ref();
  const negotiationForm = reactive({
    customerName: "",
    customerId: "",
      customerId: "",
    followUpMethod: "",
    followUpLevel: "",
    followUpTime: "",
@@ -681,6 +723,11 @@
    content: [{ required: true, message: "请输入内容", trigger: "blur" }],
  };

  const formatAmount = value => {
    return value === null || value === undefined || value === ""
      ? "-"
      : Number(value).toFixed(2);
  };
  // 详情相关
  const detailDialogVisible = ref(false);
  const detailForm = reactive({
@@ -696,6 +743,9 @@
    contactPhone: "",
    maintainer: "",
    maintenanceTime: "",
    trustFund: "",
    depositTotalAmount: "",
    exceedsTrustFund: false,
  });
  const negotiationRecords = ref([]);

@@ -720,6 +770,7 @@
      label: "客户分类",
      prop: "customerType",
      width: 120,
      formatData: value => proxy.selectDictLabel(customer_type.value, value),
    },
    {
      label: "客户名称",
@@ -733,7 +784,7 @@
    },
    {
      label: "地址及联系方式",
      prop: "addressPhone",
      prop: "companyAddress",
      width: 250,
    },
    {
@@ -766,6 +817,22 @@
      width: 220,
    },
    {
      label: "信托基金(元)",
      prop: "trustFund",
      width: 140,
      formatData: value =>
        value === null || value === undefined || value === ""
          ? "-"
          : Number(value).toFixed(2),
    },
    {
      label: "代储金额(元)",
      prop: "depositTotalAmount",
      dataType: "slot",
      slot: "depositAmountSlot",
      width: 150,
    },
    {
      label: "开户行号",
      prop: "bankCode",
      width: 220,
@@ -773,6 +840,24 @@
    {
      label: "维护人",
      prop: "maintainer",
    },
    {
      label: "客户来源",
      prop: "type",
      dataType: "tag",
      width: 100,
      formatData: value => {
        if (value === 1 || value === "1") {
          return "公海";
        }
        return "私海";
      },
      formatType: value => {
        if (value === 1 || value === "1") {
          return "warning";
        }
        return "success";
      },
    },
    {
      label: "维护时间",
@@ -784,22 +869,27 @@
      label: "操作",
      align: "center",
      fixed: "right",
      width: 250,
      width: 290,
      operation: [
        {
          name: "编辑",
          type: "text",
          showHide: row => !isCustomerEditLocked(row),
          clickFun: row => {
            if (isCustomerEditLocked(row)) {
              proxy.$modal.msgWarning("已被销售模块引用的私海客户不能编辑");
              return;
            }
            openForm("edit", row);
          },
        },
        {
          name: "详情",
          type: "text",
          clickFun: row => {
            openDetailDialog(row);
          },
        },
            {
               name: "添加洽谈进度",
               type: "text",
               clickFun: row => {
                  openNegotiationDialog(row);
               },
            },
        {
          name: "回访提醒",
          type: "text",
@@ -807,13 +897,13 @@
            openReminderDialog(row);
          },
        },
        {
          name: "添加洽谈进度",
          type: "text",
          clickFun: row => {
            openNegotiationDialog(row);
          },
        },
            {
               name: "详情",
               type: "text",
               clickFun: row => {
                  openDetailDialog(row);
               },
            },
      ],
    },
  ]);
@@ -844,6 +934,7 @@
    searchForm: {
      customerName: "",
      customerType: "",
      type: 0
    },
    form: {
      customerName: "",
@@ -858,6 +949,9 @@
      bankAccount: "",
      bankCode: "",
      customerType: "",
      // 金额字段给 null 而非 ""，避免 el-input-number 把空串折算成 0
      trustFund: null,
      type: 0
    },
    rules: {
      customerName: [{ required: true, message: "请输入", trigger: "blur" }],
@@ -889,6 +983,9 @@
    headers: { Authorization: "Bearer " + getToken() },
    // 上传的地址
    url: import.meta.env.VITE_APP_BASE_API + "/basic/customer/importData",
    data: {
      type: 0
    },
    // 文件上传前的回调
    beforeUpload: file => {
      console.log("文件即将上传", file);
@@ -961,8 +1058,8 @@
    tableLoading.value = true;
    listCustomer({ ...searchForm.value, ...page }).then(res => {
      tableLoading.value = false;
      tableData.value = res.records;
      page.total = res.total;
      tableData.value = res.data.records;
      page.total = res.data.total;
    });
  };
  // 表格选择数据
@@ -985,6 +1082,10 @@
  }
  // 打开弹框
  const openForm = (type, row) => {
    if (type === "edit" && isCustomerEditLocked(row)) {
      proxy.$modal.msgWarning("已被销售模块引用的私海客户不能编辑");
      return;
    }
    operationType.value = type;
    form.value = {};
    form.value.maintainer = userStore.nickName;
@@ -994,6 +1095,7 @@
        contactPhone: "",
      },
    ];
    form.value.type = 0;
    form.value.maintenanceTime = getCurrentDate();
    userListNoPage().then(res => {
      userList.value = res.data;
@@ -1012,6 +1114,12 @@
      });
    }
    dialogFormVisible.value = true;
  };
  const isCustomerEditLocked = row => {
    const salesReferenced = Number(row?.salesReferenceFlag || 0) === 1;
    const customerType = Number(row?.type);
    const usageStatus = Number(row?.usageStatus || 0);
    return salesReferenced && (customerType === 0 || (customerType === 1 && usageStatus === 1));
  };
  // 提交表单
  const submitForm = () => {
@@ -1069,7 +1177,7 @@
      type: "warning",
    })
      .then(() => {
        proxy.download("/basic/customer/export", {}, "客户档案.xlsx");
        proxy.download("/basic/customer/export", {type: 0}, "客户档案.xlsx");
      })
      .catch(() => {
        proxy.$modal.msg("已取消");
@@ -1079,12 +1187,11 @@
  const handleDelete = () => {
    let ids = [];
    if (selectedRows.value.length > 0) {
      // 检查是否有他人维护的数据
      const unauthorizedData = selectedRows.value.filter(
        item => item.maintainer !== userStore.nickName
        item => item.type === 1 || item.type === "1"
      );
      if (unauthorizedData.length > 0) {
        proxy.$modal.msgWarning("不可删除他人维护的数据");
        proxy.$modal.msgWarning("公海分配的客户不能删除");
        return;
      }
      ids = selectedRows.value.map(item => item.id);
@@ -1100,7 +1207,7 @@
      .then(() => {
        tableLoading.value = true;
        delCustomer(ids)
          .then(res => {
          .then(() => {
            proxy.$modal.msgSuccess("删除成功");
            getList();
          })
@@ -1110,6 +1217,36 @@
      })
      .catch(() => {
        proxy.$modal.msg("已取消");
      });
  };

  const back = () => {
    if (selectedRows.value.length === 0) {
      proxy.$modal.msgWarning("请选择数据");
      return;
    }
    const ids = selectedRows.value.map(item => item.id);
    ElMessageBox.confirm("选中的客户将流入公海，是否确认？", "流入公海提示", {
      confirmButtonText: "确认",
      cancelButtonText: "取消",
      type: "warning",
    })
      .then(() => {
        tableLoading.value = true;
        return Promise.all(ids.map(id => backCustomer(id)))
          .then(() => {
            proxy.$modal.msgSuccess("流入公海成功");
            selectedRows.value = [];
            getList();
          })
          .finally(() => {
            tableLoading.value = false;
          });
      })
      .catch(error => {
        if (error === "cancel" || error === "close") {
          proxy.$modal.msg("已取消");
        }
      });
  };

@@ -1153,7 +1290,7 @@
        if (reminderForm.id) {
          submitvalue.value = {
            id: reminderForm.id,
            customerId: currentCustomerId.value,
                  customerId: currentCustomerId.value,
            isEnabled: reminderForm.reminderSwitch ? 1 : 0,
            content: reminderForm.reminderContent,
            reminderTime: reminderForm.reminderTime,
@@ -1168,8 +1305,6 @@
            remindUserId: userStore.id,
          };
        }

        console.log("提交回访提醒数据:", submitvalue.value);

        // 调用接口
        addReturnVisit(submitvalue.value)
@@ -1198,14 +1333,6 @@
    negotiationForm.followUpTime = "";
    negotiationForm.followerUserName = userStore.nickName; // 默认当前登录人
    negotiationForm.content = "";
    // {
    //    "customerId": 152,
    //    "followUpMethod": "电话沟通",
    //    "followUpLevel": "没有意向",
    //    "followUpTime": "2026-03-04T15:30:00",
    //    "followerUserName": "管理员账号",
    //    "content": "111"
    // }
    negotiationDialogVisible.value = true;
  };

@@ -1227,23 +1354,6 @@

        if (isEdit) {
          // 修改操作
          console.log("修改洽谈进度数据:", negotiationForm);
          // 这里可以调用更新接口
          // 实际项目中需要根据后端接口进行调整
          // 示例：updateCustomerFollow(negotiationForm).then(res => {
          //   // 更新本地数据
          //   const index = negotiationForm.editIndex;
          //   negotiationRecords.value[index] = {
          //     followUpTime: negotiationForm.followUpTime,
          //     followUpMethod: negotiationForm.followUpMethod,
          //     followUpLevel: negotiationForm.followUpLevel,
          //     followerUserName: negotiationForm.followerUserName,
          //     content: negotiationForm.content,
          //     id: negotiationForm.id,
          //   };
          //   proxy.$modal.msgSuccess("修改成功");
          //   closeNegotiationDialog();
          // });
          updateCustomerFollow(negotiationForm).then(res => {
            // 更新本地数据
            getCustomer(negotiationForm.customerId).then(res => {
@@ -1278,7 +1388,6 @@

  // 打开详情弹窗
  const openDetailDialog = row => {
    // 调用getCustomer接口获取客户详情
    getCustomer(row.id).then(res => {
      // 填充客户基本信息
      Object.assign(detailForm, res.data);
@@ -1300,7 +1409,7 @@
    // 将当前记录数据填充到表单
    Object.assign(negotiationForm, {
      customerName: row.customerName,
      customerId: row.customerId,
         customerId: row.customerId,
      followUpMethod: row.followUpMethod,
      followUpLevel: row.followUpLevel,
      followUpTime: row.followUpTime,
@@ -1428,7 +1537,7 @@
  const downloadAttachment = row => {
    if (row.url) {
      // proxy.download(row.url, {}, row.name);
      proxy.$download.name(row.url);
         proxy.$download.byUrl(row.url, row.originalFilename);
    } else {
      proxy.$modal.msgError("下载链接不存在");
    }
@@ -1541,6 +1650,11 @@
    word-break: break-word;
  }

  .text-danger {
    color: var(--el-color-danger);
    font-weight: 600;
  }

  .no-records {
    text-align: center;
    padding: 30px;