feat(shopDealerApply):优化客户跟进记录功能
- 在 shopDealerApply model 中新增 comments 字段用于存储最后跟进内容 - 重构编辑页面的跟进记录展示方式,分为历史记录和新增记录两部分 - 历史记录支持按时间倒序展示并可删除单条记录 - 新增独立的跟进内容输入框和保存按钮,提升用户体验 - 保存新的跟进记录时同步更新主表的 comments 字段 - 调整列表页展示逻辑,在备注列同时显示最后跟进内容和更新时间 - 将列表页的"跟进情况"标题更改为"最后跟进情况"以准确表达含义 - 移除原有的限制最多10条跟进信息的逻辑- 优化代码结构和组件交互逻辑,提高可维护性
This commit is contained in:
@@ -34,6 +34,7 @@ export interface ShopDealerApply {
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auditTime?: string | number | Date;
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// 驳回原因
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rejectReason?: string;
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comments?: string;
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// 商城ID
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tenantId?: number;
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// 创建时间
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@@ -160,108 +160,101 @@
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<span style="color: #1890ff; font-weight: 600;">跟进情况</span>
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</a-divider>
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<!-- 跟进情况列表 -->
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<div v-if="form.applyStatus == 10">
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<a-row :gutter="16" style="margin-bottom: 16px;">
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<a-col :span="24">
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<a-button
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type="primary"
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@click="addFollowUp"
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:disabled="followUpList.length >= 10"
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size="small"
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>
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新增
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</a-button>
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<span style="margin-left: 12px; color: #999; font-size: 12px;">
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最多可添加10条跟进信息,当前已添加{{ followUpList.length }}条
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</span>
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</a-col>
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</a-row>
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<!-- 历史跟进记录 -->
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<div v-if="form.applyStatus == 10 && historyRecords.length > 0">
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<a-divider orientation="left" style="font-size: 14px; color: #666;">
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历史跟进记录
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</a-divider>
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<div v-for="(record, index) in historyRecords" :key="record.id" style="margin-bottom: 16px; padding: 12px; background-color: #f5f5f5; border-radius: 4px;">
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<div class="flex justify-between" style="font-weight: 500; margin-bottom: 8px;">
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<div>跟进 #{{ historyRecords.length - index }} <span class="text-gray-400 px-4">{{ record.createTime }}</span></div>
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<a-tag color="#f50" class="cursor-pointer" @click="remove(record)">删除</a-tag>
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</div>
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<div style="white-space: pre-wrap;">
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{{ record.content }}
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</div>
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</div>
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</div>
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<div v-for="(item, index) in followUpList" :key="index"
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style="margin-bottom: 16px; border: 1px solid #f0f0f0; padding: 12px; border-radius: 4px;">
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<a-row :gutter="16">
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<a-col :span="20">
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<a-form-item
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:label="`跟进内容${index + 1}`"
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:name="['followUpList', index, 'content']"
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>
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<div v-if="item.status == 1" v-html="item.content"></div>
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<!-- 新增跟进记录 -->
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<div v-if="form.applyStatus == 10">
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<a-divider orientation="left" style="font-size: 14px; color: #666;">
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新增跟进记录
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</a-divider>
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<a-form-item :wrapper-col="{ span: 24 }">
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<div class="flex flex-col gap-2">
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<a-textarea
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v-else
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v-model:value="item.content"
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:disabled="!isUpdate"
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placeholder="请输入跟进内容"
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:rows="2"
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v-model:value="newFollowUpContent"
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placeholder="请输入本次跟进内容"
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:rows="4"
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:maxlength="500"
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style="width: 80%"
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show-count
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/>
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</a-form-item>
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</a-col>
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<a-col :span="4" style="text-align: right;">
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<div class="btn">
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<a-button
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type="link"
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danger
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@click="removeFollowUp(index)"
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:disabled="followUpList.length <= 1"
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type="primary"
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@click="saveFollowUpRecord"
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:loading="followUpLoading"
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:disabled="!newFollowUpContent.trim()"
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>
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删除
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保存跟进记录
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</a-button>
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</a-col>
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</a-row>
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</div>
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</div>
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</a-form-item>
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</div>
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</a-form>
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</ele-modal>
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</template>
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<script lang="ts" setup>
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import {ref, reactive, watch} from 'vue';
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import {Form, message} from 'ant-design-vue';
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import dayjs from 'dayjs';
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import {assignObject} from 'ele-admin-pro';
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import {addShopDealerApply, updateShopDealerApply} from '@/api/shop/shopDealerApply';
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import {listShopDealerRecord, addShopDealerRecord} from '@/api/shop/shopDealerRecord';
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import {ShopDealerApply} from '@/api/shop/shopDealerApply/model';
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import {ShopDealerRecord} from '@/api/shop/shopDealerRecord/model';
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import {FormInstance, RuleObject} from 'ant-design-vue/es/form';
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import {hasRole} from "@/utils/permission";
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import { ref, reactive, watch } from 'vue';
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import { Form, message } from 'ant-design-vue';
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import dayjs from 'dayjs';
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import { assignObject } from 'ele-admin-pro';
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import { addShopDealerApply, updateShopDealerApply } from '@/api/shop/shopDealerApply';
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import {listShopDealerRecord, addShopDealerRecord, removeShopDealerRecord} from '@/api/shop/shopDealerRecord';
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import { ShopDealerApply } from '@/api/shop/shopDealerApply/model';
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import { ShopDealerRecord } from '@/api/shop/shopDealerRecord/model';
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import { FormInstance, RuleObject } from 'ant-design-vue/es/form';
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import { messageLoading } from 'ele-admin-pro';
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import {hasRole} from "@/utils/permission";
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// 是否是修改
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const isUpdate = ref(false);
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const useForm = Form.useForm;
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// 是否是修改
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const isUpdate = ref(false);
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const useForm = Form.useForm;
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const props = defineProps<{
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const props = defineProps<{
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// 弹窗是否打开
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visible: boolean;
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// 修改回显的数据
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data?: ShopDealerApply | null;
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}>();
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}>();
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const emit = defineEmits<{
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const emit = defineEmits<{
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(e: 'done'): void;
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(e: 'update:visible', visible: boolean): void;
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}>();
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}>();
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// 提交状态
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const loading = ref(false);
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// 是否显示最大化切换按钮
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const maxable = ref(true);
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// 表格选中数据
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const formRef = ref<FormInstance | null>(null);
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// 提交状态
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const loading = ref(false);
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// 跟进记录保存状态
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const followUpLoading = ref(false);
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// 是否显示最大化切换按钮
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const maxable = ref(true);
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// 表格选中数据
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const formRef = ref<FormInstance | null>(null);
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// 跟进情况列表
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const followUpList = ref<ShopDealerRecord[]>([
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{
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content: '',
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status: 0,
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sortNumber: 0
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}
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]);
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// 历史跟进记录
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const historyRecords = ref<ShopDealerRecord[]>([]);
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// 表单数据
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const form = reactive<ShopDealerApply>({
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// 新的跟进内容
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const newFollowUpContent = ref('');
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// 表单数据
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const form = reactive<ShopDealerApply>({
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applyId: undefined,
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userId: undefined,
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nickName: undefined,
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@@ -279,15 +272,15 @@ const form = reactive<ShopDealerApply>({
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tenantId: undefined,
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createTime: undefined,
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updateTime: undefined
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});
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});
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/* 更新visible */
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const updateVisible = (value: boolean) => {
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/* 更新visible */
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const updateVisible = (value: boolean) => {
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emit('update:visible', value);
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};
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};
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// 表单验证规则
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const rules = reactive({
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// 表单验证规则
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const rules = reactive({
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userId: [
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{
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required: true,
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@@ -355,103 +348,79 @@ const rules = reactive({
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trigger: 'change'
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} as RuleObject
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]
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});
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/* 添加跟进 */
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const addFollowUp = () => {
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if (followUpList.value.length >= 10) {
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message.warning('最多只能添加10条跟进信息');
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return;
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}
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followUpList.value.push({
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content: '',
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status: 0,
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sortNumber: followUpList.value.length
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});
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};
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/* 删除跟进 */
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const removeFollowUp = (index: number) => {
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if (followUpList.value.length <= 1) {
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message.warning('至少保留一条跟进信息');
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return;
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}
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followUpList.value.splice(index, 1);
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};
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/* 获取跟进记录 */
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const fetchFollowUpRecords = async (dealerId: number) => {
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/* 获取历史跟进记录 */
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const fetchHistoryRecords = async (dealerId: number) => {
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try {
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// 先通过list接口获取所有记录,然后过滤
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const allRecords = await listShopDealerRecord({});
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const records = allRecords.filter(record => record.dealerId === dealerId);
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if (records && records.length > 0) {
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followUpList.value = records.map(record => ({
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...record,
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status: record.status || 0,
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sortNumber: record.sortNumber || 0
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}));
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} else {
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// 如果没有记录,初始化一条空记录
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followUpList.value = [
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{
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content: '',
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status: 0,
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sortNumber: 0
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}
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];
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// 按创建时间倒序排列(最新的在前面)
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historyRecords.value = records.sort((a, b) => {
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if (a.createTime && b.createTime) {
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return new Date(b.createTime).getTime() - new Date(a.createTime).getTime();
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}
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return 0;
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});
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} catch (error) {
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console.error('获取跟进记录失败:', error);
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message.error('获取跟进记录失败');
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// 初始化一条空记录
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followUpList.value = [
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{
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content: '',
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status: 0,
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sortNumber: 0
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console.error('获取历史跟进记录失败:', error);
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message.error('获取历史跟进记录失败');
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historyRecords.value = [];
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}
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];
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}
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};
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/* 保存跟进记录 */
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const saveFollowUpRecords = async (dealerId: number) => {
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try {
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// 保存每条跟进记录
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for (const record of followUpList.value) {
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const recordData: any = {
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...record,
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dealerId: dealerId,
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userId: form.userId,
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status: 1
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};
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// 如果有ID则更新,否则新增
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if (record.id) {
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// 更新逻辑(如果API支持)
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await addShopDealerRecord(recordData);
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} else {
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// 新增逻辑
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await addShopDealerRecord(recordData);
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}
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/* 保存新的跟进记录 */
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const saveFollowUpRecord = async () => {
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// 检查是否有客户ID
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if (!form.applyId) {
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message.warning('请先保存客户信息');
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return;
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}
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// message.success('跟进记录保存成功');
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// 检查是否有跟进内容
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if (!newFollowUpContent.value.trim()) {
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message.warning('请输入跟进内容');
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return;
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}
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try {
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followUpLoading.value = true;
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const recordData: any = {
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content: newFollowUpContent.value.trim(),
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dealerId: form.applyId,
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userId: form.userId,
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status: 1, // 默认设置为已完成
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sortNumber: 0
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};
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// 新增逻辑
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await addShopDealerRecord(recordData);
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message.success('跟进记录保存成功');
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// 保存最后跟进内容到主表
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await updateShopDealerApply({
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...form,
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comments: newFollowUpContent.value.trim()
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})
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// 清空输入框
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newFollowUpContent.value = '';
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// 重新加载历史记录
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await fetchHistoryRecords(form.applyId);
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} catch (error) {
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console.error('保存跟进记录失败:', error);
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message.error('保存跟进记录失败');
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throw error;
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} finally {
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followUpLoading.value = false;
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}
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};
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};
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const {resetFields} = useForm(form, rules);
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const { resetFields } = useForm(form, rules);
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/* 处理审核状态变化 */
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const handleStatusChange = (value: number) => {
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/* 处理审核状态变化 */
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const handleStatusChange = (value: number) => {
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// 当状态改为审核通过或驳回时,自动设置审核时间为当前时间
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if ((value === 20 || value === 30) && !form.auditTime) {
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form.auditTime = dayjs().format('YYYY-MM-DD HH:mm:ss');
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@@ -461,10 +430,28 @@ const handleStatusChange = (value: number) => {
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form.auditTime = undefined;
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form.rejectReason = '';
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}
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};
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};
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/* 保存编辑 */
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const save = () => {
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/* 删除单个 */
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const remove = (row: ShopDealerRecord) => {
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const hide = messageLoading('请求中..', 0);
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removeShopDealerRecord(row.id)
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.then((msg) => {
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hide();
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message.success(msg);
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// 重新加载历史记录
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if(props.data?.applyId){
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fetchHistoryRecords(props.data?.applyId);
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}
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})
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.catch((e) => {
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hide();
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message.error(e.message);
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});
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};
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/* 保存编辑 */
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const save = () => {
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if (!formRef.value) {
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return;
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}
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@@ -482,16 +469,6 @@ const save = () => {
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validateFields.push('auditTime');
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}
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// 如果是跟进中状态,需要验证跟进内容
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if (form.applyStatus === 10) {
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// 构造跟进内容的验证字段
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const followUpFields: string[] = [];
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followUpList.value.forEach((_, index) => {
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followUpFields.push(`followUpList.${index}.content`);
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});
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validateFields.push(...followUpFields);
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}
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formRef.value
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.validate(validateFields)
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.then(async () => {
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@@ -532,11 +509,6 @@ const save = () => {
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const msg = await saveOrUpdate(formData);
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message.success(msg);
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// 如果是跟进中状态,保存跟进记录
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if (formData.applyStatus === 10 && formData.applyId) {
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await saveFollowUpRecords(formData.applyId);
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}
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updateVisible(false);
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emit('done');
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} catch (e: any) {
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@@ -548,9 +520,9 @@ const save = () => {
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.catch(() => {
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loading.value = false;
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});
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};
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};
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watch(
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watch(
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() => props.visible,
|
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async (visible) => {
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if (visible) {
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@@ -558,9 +530,9 @@ watch(
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assignObject(form, props.data);
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isUpdate.value = true;
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// 如果是修改且状态为跟进中,获取跟进记录
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// 如果是修改且状态为跟进中,获取历史跟进记录
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if (props.data.applyId && props.data.applyStatus === 10) {
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await fetchFollowUpRecords(props.data.applyId);
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await fetchHistoryRecords(props.data.applyId);
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}
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} else {
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// 重置为默认值
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@@ -581,21 +553,16 @@ watch(
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});
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isUpdate.value = false;
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||||
|
||||
// 重置跟进列表
|
||||
followUpList.value = [
|
||||
{
|
||||
content: '',
|
||||
status: 0,
|
||||
sortNumber: 0
|
||||
}
|
||||
];
|
||||
// 重置历史记录和新内容
|
||||
historyRecords.value = [];
|
||||
newFollowUpContent.value = '';
|
||||
}
|
||||
} else {
|
||||
resetFields();
|
||||
}
|
||||
},
|
||||
{immediate: true}
|
||||
);
|
||||
{ immediate: true }
|
||||
);
|
||||
</script>
|
||||
|
||||
<style lang="less" scoped>
|
||||
|
||||
@@ -37,7 +37,10 @@
|
||||
<div class="text-gray-600">{{ record.nickName }}</div>
|
||||
<div class="text-gray-400">{{ record.phone }}</div>
|
||||
<div class="text-gray-400">{{ record.rate }}</div>
|
||||
|
||||
</template>
|
||||
<template v-if="column.key === 'comments'">
|
||||
<div class="text-gray-400">{{ record.comments }}</div>
|
||||
<div class="text-gray-400" v-if="record.comments">{{ record.updateTime }}</div>
|
||||
</template>
|
||||
<template v-if="column.key === 'createTime'">
|
||||
<div class="flex flex-col">
|
||||
@@ -159,7 +162,7 @@ const columns = ref<ColumnItem[]>([
|
||||
key: 'customer'
|
||||
},
|
||||
{
|
||||
title: '跟进情况',
|
||||
title: '最后跟进情况',
|
||||
dataIndex: 'comments',
|
||||
key: 'comments',
|
||||
align: 'left'
|
||||
|
||||
Reference in New Issue
Block a user