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gaoluyang

5 天以前 5af665569d0cc093184f99b70ac38745ef53b911

 src/views/basicData/customerFileOpenSea/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"
@@ -9,17 +9,6 @@
                  @change="handleQuery"
                  clearable
                  :prefix-icon="Search" />
        <span class="search_title">客户分类：</span>
        <el-select v-model="searchForm.customerType"
                   placeholder="请选择"
                   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-select>
        <el-button type="primary"
                   @click="handleQuery"
                   style="margin-left: 10px">搜索</el-button>
@@ -37,6 +26,17 @@
                   @click="handleDelete">删除</el-button>
      </div>
    </div>
    <!-- 按「客户分类」拆页签；「全部」不带分类查询，保证还没补分类的老数据也能看到 -->
    <el-tabs v-model="activeTab"
             @tab-change="handleTabChange"
             class="customer-tabs">
      <el-tab-pane label="全部"
                   name="全部" />
      <el-tab-pane label="销售客户"
                   name="销售客户" />
      <el-tab-pane label="代储客户"
                   name="代储客户" />
    </el-tabs>
    <div class="table_list">
      <PIMTable rowKey="id"
                :column="tableColumn"
@@ -45,7 +45,16 @@
                :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'"
@@ -125,10 +134,10 @@
              <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>
@@ -193,6 +202,19 @@
            </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>
      </el-form>
      <template #footer>
        <div class="dialog-footer">
@@ -215,15 +237,15 @@
                    disabled />
        </el-form-item>
        <el-form-item label="分配人员"
                      prop="maintainer">
          <el-select v-model="assignForm.maintainer"
                      prop="boundId">
          <el-select v-model="assignForm.boundId"
                     placeholder="请选择分配人员"
                     style="width: 100%"
                     filterable>
            <el-option v-for="item in userList"
                       :key="item.userId || item.nickName"
                       :label="item.nickName"
                       :value="item.nickName" />
                       :value="item.userId" />
          </el-select>
        </el-form-item>
      </el-form>
@@ -232,6 +254,42 @@
          <el-button type="primary"
                     @click="submitAssignForm">确认</el-button>
          <el-button @click="closeAssignDialog">取消</el-button>
        </div>
      </template>
    </el-dialog>
    <el-dialog v-model="shareDialogVisible"
               title="共享客户"
               width="500px"
               @close="closeShareDialog">
      <el-form :model="shareForm"
               :rules="shareRules"
               ref="shareFormRef"
               label-width="100px">
        <el-form-item label="客户名称">
          <el-input v-model="shareForm.customerName"
                    disabled />
        </el-form-item>
        <el-form-item label="共享人员"
                      prop="boundIds">
          <el-select v-model="shareForm.boundIds"
                     placeholder="请选择共享人员"
                     style="width: 100%"
                     filterable
                     multiple
                     collapse-tags
                     collapse-tags-tooltip>
            <el-option v-for="item in userList"
                       :key="item.userId || item.nickName"
                       :label="item.nickName"
                       :value="item.userId" />
          </el-select>
        </el-form-item>
      </el-form>
      <template #footer>
        <div class="dialog-footer">
          <el-button type="primary"
                     @click="submitShareForm">确认</el-button>
          <el-button @click="closeShareDialog">取消</el-button>
        </div>
      </template>
    </el-dialog>
@@ -244,7 +302,8 @@
                 :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"
@@ -642,35 +701,59 @@
</template>

<script setup>
  import { onMounted, ref, reactive, getCurrentInstance, toRefs } from "vue";
  import {
    onMounted,
    ref,
    reactive,
    getCurrentInstance,
    toRefs,
    watch,
  } 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,
    addCustomer,
    delCustomer,
    updateCustomer,
    getCustomer,
    assignCustomer,
    recycleCustomer,
    shareCustomer,
  } 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");
  const assignDialogVisible = ref(false);
  const assignFormRef = ref();
  const assignForm = reactive({
    id: undefined,
    customerName: "",
    maintainer: "",
    boundId: undefined,
  });
  const assignRules = {
    maintainer: [{ required: true, message: "请选择分配人员", trigger: "change" }],
    boundId: [{ required: true, message: "请选择分配人员", trigger: "change" }],
  };
  const shareDialogVisible = ref(false);
  const shareFormRef = ref();
  const shareForm = reactive({
    id: undefined,
    customerName: "",
    boundIds: [],
  });
  const shareRules = {
    boundIds: [{ required: true, message: "请选择共享人员", trigger: "change" }],
  };

  // 回访提醒相关
@@ -756,6 +839,7 @@
      label: "客户分类",
      prop: "customerType",
      width: 120,
      formatData: value => proxy.selectDictLabel(customer_type.value, value),
    },
    {
      label: "客户名称",
@@ -781,16 +865,16 @@
      prop: "contactPhone",
      width: 150,
    },
    {
      label: "跟进进度",
      prop: "followUpLevel",
      width: 120,
    },
    {
      label: "跟进时间",
      prop: "followUpTime",
      width: 120,
    },
    // {
    //   label: "跟进进度",
    //   prop: "followUpLevel",
    //   width: 120,
    // },
    // {
    //   label: "跟进时间",
    //   prop: "followUpTime",
    //   width: 120,
    // },
    {
      label: "银行基本户",
      prop: "basicBankAccount",
@@ -802,6 +886,22 @@
      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,
@@ -810,22 +910,53 @@
      label: "维护人",
      prop: "maintainer",
    },
      {
         label: "维护时间",
         prop: "maintenanceTime",
         width: 100,
      },
    {
      label: "维护时间",
      prop: "maintenanceTime",
      width: 100,
      label: "领用人",
      prop: "usageUserName",
      width: 120,
         fixed: "right",
    },
    {
      label: "领用状态",
      prop: "usageStatus",
      dataType: "tag",
      width: 100,
         fixed: "right",
      formatData: value => {
        if (value === 1 || value === "1") {
          return "已领用";
        }
        return "未领用";
      },
      formatType: value => {
        if (value === 1 || value === "1") {
          return "success";
        }
        return "info";
      },
    },
      {
         label: "共享人",
         prop: "togetherUserNames",
         width: 120,
         fixed: "right",
      },
    {
      dataType: "action",
      label: "操作",
      align: "center",
      fixed: "right",
      width: 320,
      width: 200,
      operation: [
        {
          name: "分配",
          type: "text",
          showHide: row => !row.maintainer,
          showHide: row => row.usageStatus != 1,
          clickFun: row => {
            openAssignDialog(row);
          },
@@ -833,25 +964,43 @@
        {
          name: "回收",
          type: "text",
          showHide: row => !!row.maintainer,
          disabled: row => isCustomerRecoveryLocked(row),
          showHide: row => row.usageStatus == 1,
          clickFun: row => {
            recycleCustomer(row);
            if (isCustomerRecoveryLocked(row)) {
              proxy.$modal.msgWarning("已领用并且被销售模块引用的公海客户不能回收");
              return;
            }
            recycle(row);
          },
        },
            {
               name: "共享",
               type: "text",
               showHide: row => row.usageStatus == 1,
               clickFun: row => {
                  openShareDialog(row);
               },
            },
            {
               name: "编辑",
               type: "text",
               clickFun: row => {
          disabled: row => isCustomerEditLocked(row),
          clickFun: row => {
            if (isCustomerEditLocked(row)) {
              proxy.$modal.msgWarning("已领用并且被销售模块引用的公海客户不能编辑");
              return;
            }
                  openForm("edit", row);
               },
            },
        {
          name: "详情",
          type: "text",
          clickFun: row => {
            openDetailDialog(row);
          },
        },
        // {
        //   name: "详情",
        //   type: "text",
        //   clickFun: row => {
        //     openDetailDialog(row);
        //   },
        // },
      ],
    },
  ]);
@@ -881,7 +1030,7 @@
  const data = reactive({
    searchForm: {
      customerName: "",
      customerType: "",
      type: 1
    },
    form: {
      customerName: "",
@@ -896,6 +1045,9 @@
      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: 1
    },
    rules: {
      customerName: [{ required: true, message: "请输入", trigger: "blur" }],
@@ -927,6 +1079,9 @@
    headers: { Authorization: "Bearer " + getToken() },
    // 上传的地址
    url: import.meta.env.VITE_APP_BASE_API + "/basic/customer/importData",
    data: {
      type: 1
    },
    // 文件上传前的回调
    beforeUpload: file => {
      console.log("文件即将上传", file);
@@ -995,14 +1150,38 @@
    page.size = obj.limit;
    getList();
  };
  // 全部 / 销售客户 / 代储客户三个页签，各自带客户分类查同一个列表接口
  const activeTab = ref("全部");
  // 「全部」不传分类（undefined 会被 axios 丢掉），销售/代储按字典值筛；
  // 字典的 value 未必就是中文标签，按 label 反查真实取值再传接口
  const activeCustomerType = () => {
    if (activeTab.value === "全部") {
      return undefined;
    }
    const list = customer_type.value || [];
    const hit = list.find(item => item.label === activeTab.value);
    return hit ? hit.value : activeTab.value;
  };
  // 页签切换：换客户分类重新查列表
  const handleTabChange = () => {
    page.current = 1;
    getList();
  };
  const getList = () => {
    tableLoading.value = true;
    listCustomer({ ...searchForm.value, ...page }).then(res => {
    const { total, ...queryPage } = page;
    listCustomer({
      ...searchForm.value,
      ...queryPage,
      customerType: activeCustomerType(),
    }).then(res => {
      tableLoading.value = false;
      tableData.value = res.records;
      page.total = res.total;
      tableData.value = res.data.records;
      page.total = res.data.total;
    });
  };
  // 字典是异步拉的，到达后按真实字典值重查一次，避免首屏用中文标签筛不到数据
  watch(customer_type, () => getList());
  // 表格选择数据
  const handleSelectionChange = selection => {
    selectedRows.value = selection;
@@ -1023,6 +1202,10 @@
  }
  // 打开弹框
  const openForm = (type, row) => {
    if (type === "edit" && isCustomerEditLocked(row)) {
      proxy.$modal.msgWarning("已领用并且被销售模块引用的公海客户不能编辑");
      return;
    }
    operationType.value = type;
    form.value = {};
    form.value.maintainer = userStore.nickName;
@@ -1033,6 +1216,9 @@
      },
    ];
    form.value.maintenanceTime = getCurrentDate();
    form.value.type = 1;
    // 客户分类默认跟随当前页签
    form.value.customerType = activeCustomerType();
    userListNoPage().then(res => {
      userList.value = res.data;
    });
@@ -1051,6 +1237,11 @@
    }
    dialogFormVisible.value = true;
  };
  const isCustomerSalesReferenced = row => Number(row?.salesReferenceFlag || 0) === 1;
  const isCustomerRecoveryLocked = row => Number(row?.usageStatus || 0) === 1 && isCustomerSalesReferenced(row);
  const isCustomerEditLocked = row => isCustomerSalesReferenced(row) && (
    Number(row?.type) === 0 || (Number(row?.type) === 1 && Number(row?.usageStatus || 0) === 1)
  );
  // 提交表单
  const submitForm = () => {
    proxy.$refs["formRef"].validate(valid => {
@@ -1110,7 +1301,7 @@
  const openAssignDialog = row => {
    assignForm.id = row.id;
    assignForm.customerName = row.customerName;
    assignForm.maintainer = row.maintainer || "";
    assignForm.boundId = undefined;
    ensureUserList().then(() => {
      assignDialogVisible.value = true;
    });
@@ -1119,18 +1310,32 @@
    proxy.resetForm("assignFormRef");
    assignForm.id = undefined;
    assignForm.customerName = "";
    assignForm.maintainer = "";
    assignForm.boundId = undefined;
    assignDialogVisible.value = false;
  };
  const openShareDialog = row => {
    shareForm.id = row.id;
    shareForm.customerName = row.customerName;
    shareForm.boundIds = row.userIds || [];
    ensureUserList().then(() => {
      shareDialogVisible.value = true;
    });
  };
  const closeShareDialog = () => {
    proxy.resetForm("shareFormRef");
    shareForm.id = undefined;
    shareForm.customerName = "";
    shareForm.boundIds = [];
    shareDialogVisible.value = false;
  };
  const submitAssignForm = () => {
    proxy.$refs.assignFormRef.validate(valid => {
      if (!valid) {
        return;
      }
      updateCustomer({
      assignCustomer({
        id: assignForm.id,
        maintainer: assignForm.maintainer,
        maintenanceTime: getCurrentDate(),
        usageUser: assignForm.boundId,
      }).then(() => {
        proxy.$modal.msgSuccess("分配成功");
        closeAssignDialog();
@@ -1138,22 +1343,32 @@
      });
    });
  };
  const recycleCustomer = row => {
  const submitShareForm = () => {
    proxy.$refs.shareFormRef.validate(valid => {
      if (!valid) {
        return;
      }
      shareCustomer({
        id: shareForm.id,
        userIds: shareForm.boundIds,
      }).then(() => {
        proxy.$modal.msgSuccess("共享成功");
        closeShareDialog();
        getList();
      });
    });
  };
  const recycle = row => {
    ElMessageBox.confirm("确认回收客户“" + row.customerName + "”吗？", "回收提示", {
      confirmButtonText: "确认",
      cancelButtonText: "取消",
      type: "warning",
    })
      .then(() => {
        return updateCustomer({
          id: row.id,
          maintainer: "",
          maintenanceTime: "",
        });
      })
      .then(() => {
        proxy.$modal.msgSuccess("回收成功");
        getList();
        return recycleCustomer({id: row.id}).then(() => {
          proxy.$modal.msgSuccess("回收成功");
          getList();
        })
      })
      .catch(error => {
        if (error === "cancel" || error === "close") {
@@ -1169,7 +1384,12 @@
      type: "warning",
    })
      .then(() => {
        proxy.download("/basic/customer/export", {}, "客户档案.xlsx");
        // 导出跟随当前页签的客户分类
        proxy.download(
          "/basic/customer/export",
          { type: 1, customerType: activeCustomerType() },
          "客户档案.xlsx"
        );
      })
      .catch(() => {
        proxy.$modal.msg("已取消");
@@ -1513,6 +1733,13 @@
    return true;
  };

  // 金额展示：空值显示 -，否则保留两位小数
  const formatAmount = value => {
    return value === null || value === undefined || value === ""
      ? "-"
      : Number(value).toFixed(2);
  };

  // 格式化文件大小
  const formatFileSize = size => {
    if (size < 1024) {
@@ -1528,7 +1755,7 @@
  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");
    }
@@ -1595,6 +1822,19 @@
</script>

<style scoped lang="scss">
  /* 销售客户 / 代储客户页签：只要标签栏，内容由下方列表展示 */
  .customer-tabs {
    margin-bottom: 8px;

    :deep(.el-tabs__header) {
      margin-bottom: 0;
    }

    :deep(.el-tabs__content) {
      display: none;
    }
  }

  .detail-section {
    margin-bottom: 20px;
    padding: 15px;