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3 Commits

Author SHA1 Message Date
1d95891ef3 feat(customerLead): 实现客资管理模块功能
- 新增客资管理接口,包括分页查询、详情获取、创建、更新、状态更新等
- 实现客资派单功能,支持单条及批量派单操作
- 添加跟进记录相关接口和获取跟进历史记录功能
- 实现客资统计数据接口和业务员客资统计查询
- 开发客资数据导出接口及未分配客资列表接口
- 新增客资管理数据模型及相关状态、来源、跟进方式、派单类型常量
- 设计客资管理页面,包含搜索表单、统计卡片、操作按钮、数据表格及分页
- 实现新增、编辑、详情查看、派单、批量派单、跟进记录添加与删除功能
- 集成表单验证、消息提示和弹窗交互逻辑
- 调用后台接口完成数据加载、状态维护及用户列表获取
- 优化页面样式,支持响应式布局及交互体验提升
2026-04-14 10:06:05 +08:00
d466c9e9a8 fix(shop): 修复店铺二维码接口地址错误
- 将二维码接口地址从 mp-api.websoft.top 修改为 cms-api.websoft.top
- 修正扫码登录获取订单二维码的接口路径
- 确保用户ID参数正确拼接到请求URL中
2026-04-14 01:48:53 +08:00
d079a28ffc feat(ai): 添加AI模块文档和重构前端AI组件
- 新增 docs/ai/README.md 包含完整的AI模块配置、建表、API文档
- 重构 src/views/ai/index.vue 组件,移除硬编码BASE_URL和多余参数
- 添加 src/api/ai/backend.ts 统一的AI后端API接口实现
- 集成模型列表、流式对话、非流式对话等功能
- 实现SE流式响应处理和鉴权头自动携带
- 移除历史消息存储和温度参数等冗余功能
2026-02-28 11:02:40 +08:00
7 changed files with 1461 additions and 69 deletions

61
docs/ai/README.md Normal file
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# AI 模块Ollama + RAG + 订单分析)
## 1. 配置
`src/main/resources/application.yml`
- `ai.ollama.base-url`:主地址(例如 `https://ai-api.websoft.top`
- `ai.ollama.fallback-url`:备用地址(例如 `http://47.119.165.234:11434`
- `ai.ollama.chat-model`:对话模型(`qwen3.5:cloud`
- `ai.ollama.embed-model`:向量模型(`qwen3-embedding:4b`
## 2. 建表(知识库)
执行:`docs/ai/ai_kb_tables.sql`
## 3. API
说明:所有接口默认需要登录(`@PreAuthorize("isAuthenticated()")`),并且要求能够拿到 `tenantId`header 或登录用户)。
### 3.1 对话
- `GET /api/ai/models`:获取 Ollama 模型列表
- `POST /api/ai/chat`:非流式对话
- `POST /api/ai/chat/stream`流式对话SSE
- `GET /api/ai/chat/stream?prompt=...`流式对话SSE适配 EventSource
请求示例(非流式):
```json
{
"prompt": "帮我写一个退款流程说明"
}
```
### 3.2 知识库RAG
- `POST /api/ai/kb/upload`:上传文档入库(建议 txt/md/html
- `POST /api/ai/kb/sync/cms`:同步 CMS 已发布文章到知识库(当前租户)
- `POST /api/ai/kb/query`:仅检索 topK
- `POST /api/ai/kb/ask`:检索 + 生成答案(答案要求引用 chunk_id
请求示例ask
```json
{
"question": "怎么开具发票?",
"topK": 5
}
```
### 3.3 商城订单分析(按租户/按天)
- `POST /api/ai/analytics/query`:返回按天指标数据
- `POST /api/ai/analytics/ask`:基于指标数据生成分析结论
请求示例ask
```json
{
"question": "最近30天支付率有没有明显下滑请给出原因排查建议。",
"startDate": "2026-02-01",
"endDate": "2026-02-27"
}
```

200
src/api/ai/backend.ts Normal file
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import request from '@/utils/request';
import type { ApiResult } from '@/api';
import { API_BASE_URL, TOKEN_HEADER_NAME } from '@/config/setting';
import { getToken } from '@/utils/token-util';
import { getHostname, getTenantId } from '@/utils/domain';
import { getMerchantId } from '@/utils/merchant';
export interface AiModel {
name?: string;
id?: string;
[k: string]: unknown;
}
export interface AiChatRequest {
prompt: string;
}
function normalizeBaseURL(baseURL: string) {
return baseURL.replace(/\/+$/, '');
}
// Keep consistent with `src/utils/request.ts` but usable from `fetch` for SSE.
function getRuntimeApiBaseURL(): string {
try {
const apiUrl = localStorage.getItem('ApiUrl');
if (apiUrl) return normalizeBaseURL(apiUrl);
} catch {
// ignore
}
return normalizeBaseURL(API_BASE_URL || '');
}
function buildAuthHeaders(): Record<string, string> {
const headers: Record<string, string> = {};
const token = getToken();
if (token) headers[TOKEN_HEADER_NAME] = token;
// Mirror axios interceptor behavior; add fallbacks to make localhost dev usable.
const tenantId =
getTenantId() ?? (localStorage.getItem('TenantId') || undefined);
if (tenantId) headers.TenantId = String(tenantId);
const companyId = localStorage.getItem('CompanyId');
if (companyId) headers.CompanyId = companyId;
const merchantId = getMerchantId?.();
if (merchantId) headers.MerchantId = String(merchantId);
const domain = getHostname?.();
if (domain) headers.Domain = domain;
return headers;
}
function extractText(payload: unknown): string {
if (payload == null) return '';
if (typeof payload === 'string') return payload;
if (typeof payload === 'number' || typeof payload === 'boolean') {
return String(payload);
}
if (Array.isArray(payload)) return payload.map(extractText).join('');
if (typeof payload === 'object') {
const obj: any = payload;
const candidates: unknown[] = [
obj.text,
obj.answer,
obj.content,
obj.data,
obj.message?.content,
obj.delta?.content,
obj.choices?.[0]?.delta?.content,
obj.choices?.[0]?.message?.content
];
for (const c of candidates) {
const t = extractText(c);
if (t) return t;
}
}
return '';
}
export function normalizeModels(payload: unknown): AiModel[] {
if (!payload) return [];
if (Array.isArray(payload)) {
return payload.map((m) =>
typeof m === 'string' ? ({ name: m } as AiModel) : (m as AiModel)
);
}
if (typeof payload === 'object') {
const obj: any = payload;
if (Array.isArray(obj.models)) {
return obj.models.map((m: any) =>
typeof m === 'string' ? ({ name: m } as AiModel) : (m as AiModel)
);
}
}
return [];
}
/**
* 后端 AI 模块GET /api/ai/models
* 前端 baseURL 一般已包含 `/api`,因此这里用相对路径 `/ai/models`。
*/
export async function aiListModels(): Promise<unknown> {
const res = await request.get<ApiResult<unknown>>('/ai/models');
if (res.data.code === 0) return res.data.data;
return Promise.reject(new Error(res.data.message));
}
/**
* 后端 AI 模块POST /api/ai/chat
*/
export async function aiChat(body: AiChatRequest): Promise<string> {
const res = await request.post<ApiResult<unknown>>('/ai/chat', body);
if (res.data.code === 0) return extractText(res.data.data);
return Promise.reject(new Error(res.data.message));
}
/**
* 后端 AI 模块POST /api/ai/chat/streamSSE
* 用 fetch 以便读取 ReadableStream并附带鉴权/租户头。
*/
export async function aiChatStream(
body: AiChatRequest,
opts: {
signal?: AbortSignal;
onDelta: (text: string) => void;
onDone?: () => void;
}
): Promise<void> {
const baseURL = getRuntimeApiBaseURL();
const url = `${baseURL}/ai/chat/stream`;
const res = await fetch(url, {
method: 'POST',
headers: {
Accept: 'text/event-stream',
'Content-Type': 'application/json',
...buildAuthHeaders()
},
body: JSON.stringify(body),
signal: opts.signal
});
if (!res.ok || !res.body) {
const text = await res.text().catch(() => '');
throw new Error(
`aiChatStream failed: ${res.status} ${res.statusText}${
text ? ` - ${text}` : ''
}`
);
}
const reader = res.body.getReader();
const decoder = new TextDecoder('utf-8');
let buffer = '';
while (true) {
const { value, done } = await reader.read();
if (done) break;
buffer += decoder.decode(value, { stream: true });
// Some servers use CRLF; normalize to simplify parsing.
buffer = buffer.replace(/\r\n/g, '\n').replace(/\r/g, '\n');
// SSE events are separated by blank lines.
let idx = buffer.indexOf('\n\n');
while (idx !== -1) {
const rawEvent = buffer.slice(0, idx);
buffer = buffer.slice(idx + 2);
idx = buffer.indexOf('\n\n');
const dataParts: string[] = [];
for (const line of rawEvent.split('\n')) {
const trimmed = line.trimStart();
if (!trimmed.startsWith('data:')) continue;
dataParts.push(trimmed.slice(5).trimStart());
}
if (!dataParts.length) continue;
const data = dataParts.join('\n').trim();
if (!data) continue;
if (data === '[DONE]') {
opts.onDone?.();
return;
}
let delta = '';
try {
delta = extractText(JSON.parse(data));
} catch {
// Some servers stream plain text without JSON.
delta = data;
}
if (delta) opts.onDelta(delta);
}
}
opts.onDone?.();
}

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import request from '@/utils/request';
import type { ApiResult, PageResult } from '@/api';
import {
CustomerLead,
CustomerLeadParam,
LeadDispatchParam,
LeadFollowParam,
LeadDispatch,
LeadFollowLog,
LeadStatistics,
SalesmanStats
} from './model';
import { MODULES_API_URL } from '@/config/setting';
/**
* 分页查询客资列表
*/
export async function pageCustomerLead(params: CustomerLeadParam) {
const res = await request.get<ApiResult<PageResult<CustomerLead>>>(
MODULES_API_URL + '/customer/lead/page',
{ params }
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 获取客资详情
*/
export async function getCustomerLeadDetail(leadId: number) {
const res = await request.get<ApiResult<CustomerLead>>(
MODULES_API_URL + '/customer/lead/detail/' + leadId
);
if (res.data.code === 0 && res.data.data) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 创建客资(管理员录入)
*/
export async function createCustomerLead(data: CustomerLead) {
const res = await request.post<ApiResult<CustomerLead>>(
MODULES_API_URL + '/customer/lead/create',
data
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 更新客资信息
*/
export async function updateCustomerLead(data: CustomerLead) {
const res = await request.put<ApiResult<boolean>>(
MODULES_API_URL + '/customer/lead/update',
data
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 更新客资状态
*/
export async function updateCustomerLeadStatus(
leadId: number,
status: number,
remarks?: string
) {
const res = await request.put<ApiResult<boolean>>(
MODULES_API_URL + '/customer/lead/status/' + leadId,
{ status, remarks }
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 派单给业务员
*/
export async function dispatchLead(data: LeadDispatchParam) {
const res = await request.post<ApiResult<boolean>>(
MODULES_API_URL + '/customer/lead/dispatch',
data
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 批量派单
*/
export async function batchDispatchLeads(data: LeadDispatchParam) {
const res = await request.post<ApiResult<{ successCount: number; failCount: number; errors: string[] }>>(
MODULES_API_URL + '/customer/lead/dispatch/batch',
data
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 添加跟进记录
*/
export async function addLeadFollowLog(data: LeadFollowParam) {
const res = await request.post<ApiResult<boolean>>(
MODULES_API_URL + '/customer/lead/follow',
data
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 获取跟进历史
*/
export async function getLeadFollowHistory(leadId: number) {
const res = await request.get<ApiResult<LeadFollowLog[]>>(
MODULES_API_URL + '/customer/lead/follow/history/' + leadId
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 获取统计数据
*/
export async function getLeadStatistics(params: CustomerLeadParam) {
const res = await request.get<ApiResult<LeadStatistics>>(
MODULES_API_URL + '/customer/lead/statistics',
{ params }
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 导出客资数据
*/
export async function exportCustomerLeads(params: CustomerLeadParam) {
const res = await request.get<ApiResult<Record<string, unknown>[]>>(
MODULES_API_URL + '/customer/lead/export',
{ params }
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 获取未分配客资列表
*/
export async function getUnassignedLeads() {
const res = await request.get<ApiResult<CustomerLead[]>>(
MODULES_API_URL + '/customer/lead/unassigned'
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 获取业务员客资统计
*/
export async function getSalesmanLeadStats(salesmanId: number) {
const res = await request.get<ApiResult<SalesmanStats>>(
MODULES_API_URL + '/customer/lead/salesman/stats/' + salesmanId
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}
/**
* 获取派单历史
*/
export async function getLeadDispatchHistory(leadId: number) {
const res = await request.get<ApiResult<LeadDispatch[]>>(
MODULES_API_URL + '/customer/lead/dispatch/history/' + leadId
);
if (res.data.code === 0) {
return res.data.data;
}
return Promise.reject(new Error(res.data.message));
}

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/**
* 客资管理模块 - 类型定义
*/
/** 客资状态枚举 */
export const LeadStatusOptions = [
{ label: '待跟进', value: 0, color: 'warning' },
{ label: '跟进中', value: 1, color: 'primary' },
{ label: '已成交', value: 2, color: 'success' },
{ label: '无效', value: 3, color: 'info' }
];
/** 客资来源类型 */
export const LeadSourceOptions = [
{ label: '表单', value: 'form' },
{ label: '网站', value: 'website' },
{ label: '小程序', value: 'miniapp' },
{ label: '推荐人', value: 'referral' },
{ label: '管理员录入', value: 'admin' }
];
/** 跟进方式 */
export const FollowTypeOptions = [
{ label: '电话', value: 1 },
{ label: '微信', value: 2 },
{ label: '上门', value: 3 },
{ label: '短信', value: 4 },
{ label: '其他', value: 5 }
];
/** 派单类型 */
export const DispatchTypeOptions = [
{ label: '新分配', value: 1 },
{ label: '重新分配', value: 2 },
{ label: '抢单', value: 3 }
];
/** 客资实体 */
export interface CustomerLead {
leadId?: number;
name?: string;
phone?: string;
company?: string;
delivery?: string;
need?: string;
source?: string;
sourceType?: string;
ip?: string;
status?: number;
statusText?: string;
remarks?: string;
assignedUserId?: number;
assignedUserName?: string;
assignedRealName?: string;
assignedUserPhone?: string;
referrerUserId?: number;
referrerName?: string;
referrerPhone?: string;
referralFee?: number;
referralFeePaid?: number;
referralFeePaidText?: string;
referrerShare?: number;
dispatchTime?: string;
dispatchAdminId?: number;
dispatchAdminName?: string;
followCount?: number;
lastFollowTime?: string;
appointmentTime?: string;
dealAmount?: number;
dealTime?: string;
createTime?: string;
updateTime?: string;
}
/** 客资查询参数 */
export interface CustomerLeadParam {
leadId?: number;
name?: string;
phone?: string;
company?: string;
need?: string;
assignedUserId?: number;
dispatchRemarks?: string;
status?: number;
remarks?: string;
appointmentTime?: string;
dealAmount?: number;
sourceType?: string;
startDate?: string;
endDate?: string;
statusList?: string;
salesmanId?: number;
referrerId?: number;
keyword?: string;
pageNum?: number;
pageSize?: number;
}
/** 派单请求参数 */
export interface LeadDispatchParam {
leadId?: number;
toUserId?: number;
remarks?: string;
dispatchType?: number;
leadIds?: number[];
batchMode?: boolean;
}
/** 跟进记录参数 */
export interface LeadFollowParam {
leadId?: number;
followType?: number;
followContent?: string;
nextFollowTime?: string;
nextFollowPlan?: string;
attachmentUrls?: string;
updateStatus?: boolean;
newStatus?: number;
}
/** 派单记录 */
export interface LeadDispatch {
dispatchId?: number;
leadId?: number;
fromUserId?: number;
toUserId?: number;
toUserName?: string;
adminId?: number;
adminName?: string;
dispatchRemarks?: string;
dispatchType?: number;
dispatchTypeText?: string;
leadCustomerName?: string;
leadCustomerPhone?: string;
createTime?: string;
}
/** 跟进记录 */
export interface LeadFollowLog {
followId?: number;
leadId?: number;
userId?: number;
userName?: string;
followType?: number;
followTypeText?: string;
followContent?: string;
nextFollowTime?: string;
nextFollowPlan?: string;
attachmentUrls?: string;
customerName?: string;
customerPhone?: string;
createTime?: string;
}
/** 统计数据 */
export interface LeadStatistics {
totalLeads?: number;
newLeads?: number;
assignedLeads?: number;
followedLeads?: number;
dealedLeads?: number;
dealAmount?: number;
referralCount?: number;
referralFee?: number;
}
/** 业务员统计 */
export interface SalesmanStats {
total?: number;
pending?: number;
following?: number;
dealed?: number;
invalid?: number;
}

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@@ -2,41 +2,26 @@
import { computed, onBeforeUnmount, ref } from 'vue'; import { computed, onBeforeUnmount, ref } from 'vue';
import { message } from 'ant-design-vue'; import { message } from 'ant-design-vue';
import { import {
listOllamaModels, aiChat,
ollamaChat, aiChatStream,
ollamaChatStream, aiListModels,
type OllamaChatMessage normalizeModels
} from '@/api/ai/ollama'; } from '@/api/ai/backend';
type Msg = OllamaChatMessage;
// Hardcode endpoint to avoid going through mp.websoft.top `/proxy`.
// The API methods append `/api/*` paths.
//
// IMPORTANT: do not use `127.0.0.1` in browser production builds:
// it points to the visitor's machine, not your server.
// If you want to use server-local Ollama (`127.0.0.1:11434`), put it behind an HTTPS reverse proxy
// (e.g. `https://ai-api.websoft.top` or same-origin `/proxy`).
const BASE_URL = 'https://ai-api.websoft.top';
const modelLoading = ref(false); const modelLoading = ref(false);
const models = ref<Array<{ id: string; name?: string }>>([]); const models = ref<Array<{ id: string; name?: string }>>([]);
const modelId = ref<string>(''); const modelId = ref<string>('');
const systemPrompt = ref<string>('你是一个有帮助的助手。');
const userPrompt = ref<string>('你好,介绍一下你能做什么。'); const userPrompt = ref<string>('你好,介绍一下你能做什么。');
const temperature = ref<number>(0.7);
const stream = ref<boolean>(true); const stream = ref<boolean>(true);
const sending = ref(false); const sending = ref(false);
const assistantText = ref<string>(''); const assistantText = ref<string>('');
const errorText = ref<string>(''); const errorText = ref<string>('');
const history = ref<Msg[]>([]);
const canSend = computed(() => { const canSend = computed(() => {
return !!modelId.value && !!userPrompt.value.trim() && !sending.value; return !!userPrompt.value.trim() && !sending.value;
}); });
const abortController = ref<AbortController | null>(null); const abortController = ref<AbortController | null>(null);
@@ -51,13 +36,14 @@
modelLoading.value = true; modelLoading.value = true;
errorText.value = ''; errorText.value = '';
try { try {
const res = await listOllamaModels({ const res = await aiListModels();
baseURL: BASE_URL const ms = normalizeModels(res);
}); models.value = ms
models.value = (res.models ?? []).map((m) => ({ .map((m) => ({
id: m.name, id: String(m.name ?? m.id ?? ''),
name: m.name name: String(m.name ?? m.id ?? '')
})); }))
.filter((m) => !!m.id);
if (!modelId.value && models.value.length) { if (!modelId.value && models.value.length) {
modelId.value = models.value[0].id; modelId.value = models.value[0].id;
} }
@@ -70,7 +56,6 @@
}; };
const clearChat = () => { const clearChat = () => {
history.value = [];
assistantText.value = ''; assistantText.value = '';
errorText.value = ''; errorText.value = '';
}; };
@@ -82,27 +67,16 @@
assistantText.value = ''; assistantText.value = '';
errorText.value = ''; errorText.value = '';
const system: Msg = { role: 'system', content: systemPrompt.value.trim() }; const prompt = userPrompt.value.trim();
const user: Msg = { role: 'user', content: userPrompt.value.trim() };
const messages: Msg[] = [
...(system.content ? [system] : []),
...history.value,
user
];
const controller = new AbortController(); const controller = new AbortController();
abortController.value = controller; abortController.value = controller;
try { try {
if (stream.value) { if (stream.value) {
await ollamaChatStream( await aiChatStream(
{ prompt },
{ {
model: modelId.value,
messages,
options: { temperature: temperature.value }
},
{
baseURL: BASE_URL,
signal: controller.signal, signal: controller.signal,
onDelta: (t) => { onDelta: (t) => {
assistantText.value += t; assistantText.value += t;
@@ -110,30 +84,15 @@
} }
); );
} else { } else {
const res = await ollamaChat( // axios 已在拦截器里自动带上 token/tenant
{ assistantText.value = await aiChat({ prompt });
model: modelId.value,
messages,
options: { temperature: temperature.value }
},
{
baseURL: BASE_URL,
signal: controller.signal
}
);
assistantText.value = res.message?.content ?? '';
} }
history.value = [
...messages,
{ role: 'assistant', content: assistantText.value }
];
userPrompt.value = ''; userPrompt.value = '';
} catch (e: any) { } catch (e: any) {
// Abort is expected when clicking "Stop". // Abort is expected when clicking "Stop".
if (e?.name !== 'AbortError') { if (e?.name !== 'AbortError') {
errorText.value = e?.message ?? String(e); errorText.value = e?.message ?? String(e);
message.error('请求失败(可能是 CORS 或鉴权问题'); message.error('请求失败(可能是后端未启动 / 鉴权 / 租户头缺失');
} }
} finally { } finally {
sending.value = false; sending.value = false;
@@ -184,13 +143,6 @@
> >
<span>流式</span> <span>流式</span>
<a-switch v-model:checked="stream" /> <a-switch v-model:checked="stream" />
<span>温度</span>
<a-input-number
v-model:value="temperature"
:min="0"
:max="2"
:step="0.1"
/>
</a-space> </a-space>
</a-col> </a-col>
</a-row> </a-row>

View File

@@ -0,0 +1,797 @@
<template>
<div class="customer-lead-container">
<!-- 搜索表单 -->
<div class="search-form">
<el-form :inline="true" :model="searchForm" class="search-form-inline">
<el-form-item label="关键词">
<el-input v-model="searchForm.keyword" placeholder="姓名/电话/公司" clearable />
</el-form-item>
<el-form-item label="状态">
<el-select v-model="searchForm.status" placeholder="请选择" clearable>
<el-option
v-for="item in LeadStatusOptions"
:key="item.value"
:label="item.label"
:value="item.value"
/>
</el-select>
</el-form-item>
<el-form-item label="来源">
<el-select v-model="searchForm.sourceType" placeholder="请选择" clearable>
<el-option
v-for="item in LeadSourceOptions"
:key="item.value"
:label="item.label"
:value="item.value"
/>
</el-select>
</el-form-item>
<el-form-item label="业务员">
<el-select v-model="searchForm.salesmanId" placeholder="请选择" clearable filterable>
<el-option
v-for="item in salesmanList"
:key="item.userId"
:label="item.nickname || item.realName"
:value="item.userId"
/>
</el-select>
</el-form-item>
<el-form-item label="日期">
<el-date-picker
v-model="dateRange"
type="daterange"
range-separator=""
start-placeholder="开始日期"
end-placeholder="结束日期"
value-format="YYYY-MM-DD"
@change="handleDateChange"
/>
</el-form-item>
<el-form-item>
<el-button type="primary" @click="handleSearch">搜索</el-button>
<el-button @click="handleReset">重置</el-button>
</el-form-item>
</el-form>
</div>
<!-- 统计卡片 -->
<div class="statistics-cards">
<el-row :gutter="16">
<el-col :span="6">
<div class="stat-card">
<div class="stat-value">{{ statistics.total || 0 }}</div>
<div class="stat-label">总客资</div>
</div>
</el-col>
<el-col :span="6">
<div class="stat-card warning">
<div class="stat-value">{{ statistics.pending || 0 }}</div>
<div class="stat-label">待跟进</div>
</div>
</el-col>
<el-col :span="6">
<div class="stat-card success">
<div class="stat-value">{{ statistics.dealed || 0 }}</div>
<div class="stat-label">已成交</div>
</div>
</el-col>
<el-col :span="6">
<div class="stat-card primary">
<div class="stat-value">¥{{ statistics.dealAmount || 0 }}</div>
<div class="stat-label">成交金额</div>
</div>
</el-col>
</el-row>
</div>
<!-- 操作按钮 -->
<div class="table-toolbar">
<div class="toolbar-left">
<el-button type="primary" @click="handleCreate">新增客资</el-button>
<el-button type="success" @click="handleBatchDispatch">批量派单</el-button>
<el-button @click="handleExport">导出数据</el-button>
</div>
<div class="toolbar-right">
<el-checkbox v-model="showAssigned" @change="handleShowAssignedChange">只看未分配</el-checkbox>
</div>
</div>
<!-- 数据表格 -->
<el-table
v-loading="loading"
:data="tableData"
border
stripe
@selection-change="handleSelectionChange"
>
<el-table-column type="selection" width="55" />
<el-table-column prop="leadId" label="ID" width="80" />
<el-table-column prop="name" label="客户姓名" min-width="100" />
<el-table-column prop="phone" label="联系电话" width="130" />
<el-table-column prop="company" label="公司名称" min-width="150" show-overflow-tooltip />
<el-table-column prop="need" label="需求描述" min-width="180" show-overflow-tooltip />
<el-table-column prop="status" label="状态" width="100">
<template #default="{ row }">
<el-tag :type="getStatusType(row.status)">{{ row.statusText }}</el-tag>
</template>
</el-table-column>
<el-table-column prop="sourceType" label="来源" width="100">
<template #default="{ row }">
<span>{{ getSourceText(row.sourceType) }}</span>
</template>
</el-table-column>
<el-table-column prop="assignedUserName" label="业务员" width="120">
<template #default="{ row }">
<span v-if="row.assignedUserName">{{ row.assignedUserName }}</span>
<el-tag v-else type="info" size="small">待分配</el-tag>
</template>
</el-table-column>
<el-table-column prop="followCount" label="跟进次数" width="90" align="center" />
<el-table-column prop="dealAmount" label="成交金额" width="110">
<template #default="{ row }">
<span v-if="row.dealAmount">¥{{ row.dealAmount }}</span>
<span v-else>-</span>
</template>
</el-table-column>
<el-table-column prop="createTime" label="创建时间" width="170" />
<el-table-column label="操作" width="280" fixed="right">
<template #default="{ row }">
<el-button link type="primary" size="small" @click="handleDetail(row)">详情</el-button>
<el-button link type="primary" size="small" @click="handleEdit(row)">编辑</el-button>
<el-button link type="success" size="small" @click="handleDispatch(row)">派单</el-button>
<el-button link type="warning" size="small" @click="handleFollow(row)">跟进</el-button>
<el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
</template>
</el-table-column>
</el-table>
<!-- 分页 -->
<div class="pagination-container">
<el-pagination
v-model:current-page="pagination.pageNum"
v-model:page-size="pagination.pageSize"
:page-sizes="[10, 20, 50, 100]"
:total="pagination.total"
layout="total, sizes, prev, pager, next, jumper"
@size-change="handleSizeChange"
@current-change="handlePageChange"
/>
</div>
<!-- 新增/编辑弹窗 -->
<el-dialog
v-model="dialogVisible"
:title="dialogTitle"
width="600px"
:close-on-click-modal="false"
>
<el-form ref="formRef" :model="formData" :rules="formRules" label-width="100px">
<el-form-item label="客户姓名" prop="name">
<el-input v-model="formData.name" placeholder="请输入客户姓名" />
</el-form-item>
<el-form-item label="联系电话" prop="phone">
<el-input v-model="formData.phone" placeholder="请输入联系电话" />
</el-form-item>
<el-form-item label="公司名称">
<el-input v-model="formData.company" placeholder="请输入公司名称" />
</el-form-item>
<el-form-item label="需求描述">
<el-input v-model="formData.need" type="textarea" :rows="3" placeholder="请输入需求描述" />
</el-form-item>
<el-form-item label="分配业务员">
<el-select v-model="formData.assignedUserId" placeholder="请选择业务员" clearable filterable>
<el-option
v-for="item in salesmanList"
:key="item.userId"
:label="item.nickname || item.realName"
:value="item.userId"
/>
</el-select>
</el-form-item>
<el-form-item label="备注">
<el-input v-model="formData.remarks" type="textarea" :rows="2" placeholder="请输入备注" />
</el-form-item>
</el-form>
<template #footer>
<el-button @click="dialogVisible = false">取消</el-button>
<el-button type="primary" @click="handleSubmit">确定</el-button>
</template>
</el-dialog>
<!-- 详情弹窗 -->
<el-dialog v-model="detailVisible" title="客资详情" width="800px">
<el-descriptions :column="2" border>
<el-descriptions-item label="客户姓名">{{ currentRow?.name }}</el-descriptions-item>
<el-descriptions-item label="联系电话">{{ currentRow?.phone }}</el-descriptions-item>
<el-descriptions-item label="公司名称">{{ currentRow?.company || '-' }}</el-descriptions-item>
<el-descriptions-item label="状态">
<el-tag :type="getStatusType(currentRow?.status)">{{ currentRow?.statusText }}</el-tag>
</el-descriptions-item>
<el-descriptions-item label="来源">{{ getSourceText(currentRow?.sourceType) }}</el-descriptions-item>
<el-descriptions-item label="分配业务员">{{ currentRow?.assignedUserName || '待分配' }}</el-descriptions-item>
<el-descriptions-item label="推荐人">{{ currentRow?.referrerName || '-' }}</el-descriptions-item>
<el-descriptions-item label="跟进次数">{{ currentRow?.followCount || 0 }}</el-descriptions-item>
<el-descriptions-item label="成交金额">¥{{ currentRow?.dealAmount || 0 }}</el-descriptions-item>
<el-descriptions-item label="预约时间">{{ currentRow?.appointmentTime || '-' }}</el-descriptions-item>
<el-descriptions-item label="需求描述" :span="2">{{ currentRow?.need || '-' }}</el-descriptions-item>
<el-descriptions-item label="备注" :span="2">{{ currentRow?.remarks || '-' }}</el-descriptions-item>
<el-descriptions-item label="创建时间">{{ currentRow?.createTime }}</el-descriptions-item>
<el-descriptions-item label="派单时间">{{ currentRow?.dispatchTime || '-' }}</el-descriptions-item>
</el-descriptions>
<!-- 跟进记录 -->
<div class="follow-history">
<h4>跟进记录</h4>
<el-timeline v-if="followHistory.length > 0">
<el-timeline-item
v-for="item in followHistory"
:key="item.followId"
:timestamp="item.createTime"
placement="top"
>
<el-card>
<p><strong>{{ item.followTypeText }}</strong> - {{ item.userName }}</p>
<p>{{ item.followContent }}</p>
<p v-if="item.nextFollowTime" class="next-follow">下次跟进{{ item.nextFollowTime }} - {{ item.nextFollowPlan }}</p>
</el-card>
</el-timeline-item>
</el-timeline>
<el-empty v-else description="暂无跟进记录" />
</div>
</el-dialog>
<!-- 派单弹窗 -->
<el-dialog v-model="dispatchVisible" title="派单" width="500px">
<el-form ref="dispatchFormRef" :model="dispatchForm" :rules="dispatchRules" label-width="100px">
<el-form-item label="选择业务员" prop="toUserId">
<el-select v-model="dispatchForm.toUserId" placeholder="请选择业务员" filterable>
<el-option
v-for="item in salesmanList"
:key="item.userId"
:label="item.nickname || item.realName"
:value="item.userId"
>
<span>{{ item.nickname || item.realName }}</span>
<span class="lead-count"> ({{ item.leadCount || 0 }}个客资)</span>
</el-option>
</el-select>
</el-form-item>
<el-form-item label="派单备注">
<el-input v-model="dispatchForm.remarks" type="textarea" :rows="3" placeholder="请输入派单备注" />
</el-form-item>
</el-form>
<template #footer>
<el-button @click="dispatchVisible = false">取消</el-button>
<el-button type="primary" @click="handleDispatchSubmit">确定派单</el-button>
</template>
</el-dialog>
<!-- 跟进弹窗 -->
<el-dialog v-model="followVisible" title="添加跟进记录" width="600px">
<el-form ref="followFormRef" :model="followForm" :rules="followRules" label-width="100px">
<el-form-item label="跟进方式" prop="followType">
<el-radio-group v-model="followForm.followType">
<el-radio v-for="item in FollowTypeOptions" :key="item.value" :label="item.value">
{{ item.label }}
</el-radio>
</el-radio-group>
</el-form-item>
<el-form-item label="跟进内容" prop="followContent">
<el-input v-model="followForm.followContent" type="textarea" :rows="4" placeholder="请输入跟进内容" />
</el-form-item>
<el-form-item label="下次跟进时间">
<el-date-picker
v-model="followForm.nextFollowTime"
type="datetime"
placeholder="选择日期时间"
value-format="YYYY-MM-DD HH:mm:ss"
/>
</el-form-item>
<el-form-item label="下次跟进计划">
<el-input v-model="followForm.nextFollowPlan" type="textarea" :rows="2" placeholder="请输入下次跟进计划" />
</el-form-item>
<el-form-item label="更新状态">
<el-switch v-model="followForm.updateStatus" />
</el-form-item>
<el-form-item v-if="followForm.updateStatus" label="新状态">
<el-select v-model="followForm.newStatus" placeholder="请选择">
<el-option
v-for="item in LeadStatusOptions"
:key="item.value"
:label="item.label"
:value="item.value"
/>
</el-select>
</el-form-item>
</el-form>
<template #footer>
<el-button @click="followVisible = false">取消</el-button>
<el-button type="primary" @click="handleFollowSubmit">保存</el-button>
</template>
</el-dialog>
</div>
</template>
<script setup lang="ts">
import { ref, reactive, onMounted } from 'vue';
import { ElMessage, ElMessageBox } from 'element-plus';
import type { FormInstance, FormRules } from 'element-plus';
import {
pageCustomerLead,
getCustomerLeadDetail,
createCustomerLead,
updateCustomerLead,
updateCustomerLeadStatus,
dispatchLead,
batchDispatchLeads,
addLeadFollowLog,
getLeadFollowHistory,
getLeadStatistics
} from '@/api/cms/customerLead';
import {
CustomerLead,
CustomerLeadParam,
LeadDispatchParam,
LeadFollowParam,
LeadStatusOptions,
LeadSourceOptions,
FollowTypeOptions
} from '@/api/cms/customerLead/model';
import { listUser } from '@/api/system/user';
const loading = ref(false);
const tableData = ref<CustomerLead[]>([]);
const selectedRows = ref<CustomerLead[]>([]);
const statistics = ref<Record<string, number>>({});
const salesmanList = ref<any[]>([]);
// 搜索表单
const searchForm = reactive<CustomerLeadParam>({
keyword: '',
status: undefined,
sourceType: '',
salesmanId: undefined,
startDate: '',
endDate: ''
});
const dateRange = ref<string[]>([]);
// 分页
const pagination = reactive({
pageNum: 1,
pageSize: 10,
total: 0
});
// 弹窗状态
const dialogVisible = ref(false);
const detailVisible = ref(false);
const dispatchVisible = ref(false);
const followVisible = ref(false);
const dialogTitle = ref('新增客资');
const isEdit = ref(false);
// 当前行数据
const currentRow = ref<CustomerLead | null>(null);
// 表单数据
const formData = reactive<CustomerLead>({
name: '',
phone: '',
company: '',
need: '',
assignedUserId: undefined,
remarks: ''
});
const formRef = ref<FormInstance>();
const formRules: FormRules = {
name: [{ required: true, message: '请输入客户姓名', trigger: 'blur' }],
phone: [{ required: true, message: '请输入联系电话', trigger: 'blur' }]
};
// 派单表单
const dispatchForm = reactive<LeadDispatchParam>({
leadId: undefined,
toUserId: undefined,
remarks: ''
});
const dispatchFormRef = ref<FormInstance>();
const dispatchRules: FormRules = {
toUserId: [{ required: true, message: '请选择业务员', trigger: 'change' }]
};
// 跟进表单
const followForm = reactive<LeadFollowParam>({
leadId: undefined,
followType: 1,
followContent: '',
nextFollowTime: '',
nextFollowPlan: '',
updateStatus: false,
newStatus: undefined
});
const followFormRef = ref<FormInstance>();
const followRules: FormRules = {
followType: [{ required: true, message: '请选择跟进方式', trigger: 'change' }],
followContent: [{ required: true, message: '请输入跟进内容', trigger: 'blur' }]
};
// 跟进历史
const followHistory = ref<any[]>([]);
// 显示选项
const showAssigned = ref(false);
// 加载数据
async function loadData() {
loading.value = true;
try {
const params = {
...searchForm,
pageNum: pagination.pageNum,
pageSize: pagination.pageSize
};
const result = await pageCustomerLead(params);
tableData.value = result.list;
pagination.total = result.total;
// 如果选中只看未分配,筛选
if (showAssigned.value) {
tableData.value = tableData.value.filter(item => !item.assignedUserId);
}
} catch (error: any) {
ElMessage.error(error.message || '加载数据失败');
} finally {
loading.value = false;
}
}
// 加载统计数据
async function loadStatistics() {
try {
const result = await getLeadStatistics({});
statistics.value = result.basic || {};
} catch (error) {
console.error('加载统计数据失败', error);
}
}
// 加载业务员列表
async function loadSalesmanList() {
try {
const result = await listUser({ type: 1, pageSize: 100 });
salesmanList.value = result.list || [];
} catch (error) {
console.error('加载业务员列表失败', error);
}
}
// 搜索
function handleSearch() {
pagination.pageNum = 1;
loadData();
loadStatistics();
}
// 重置
function handleReset() {
Object.assign(searchForm, {
keyword: '',
status: undefined,
sourceType: '',
salesmanId: undefined,
startDate: '',
endDate: ''
});
dateRange.value = [];
handleSearch();
}
// 日期选择
function handleDateChange(val: string[]) {
if (val && val.length === 2) {
searchForm.startDate = val[0];
searchForm.endDate = val[1];
} else {
searchForm.startDate = '';
searchForm.endDate = '';
}
}
// 分页
function handleSizeChange(val: number) {
pagination.pageSize = val;
loadData();
}
function handlePageChange(val: number) {
pagination.pageNum = val;
loadData();
}
// 选择变化
function handleSelectionChange(rows: CustomerLead[]) {
selectedRows.value = rows;
}
// 获取状态类型
function getStatusType(status?: number) {
const option = LeadStatusOptions.find(item => item.value === status);
return option?.color || 'info';
}
// 获取来源文本
function getSourceText(source?: string) {
const option = LeadSourceOptions.find(item => item.value === source);
return option?.label || source || '-';
}
// 新增
function handleCreate() {
dialogTitle.value = '新增客资';
isEdit.value = false;
Object.assign(formData, {
leadId: undefined,
name: '',
phone: '',
company: '',
need: '',
assignedUserId: undefined,
remarks: ''
});
dialogVisible.value = true;
}
// 编辑
async function handleEdit(row: CustomerLead) {
dialogTitle.value = '编辑客资';
isEdit.value = true;
try {
const detail = await getCustomerLeadDetail(row.leadId!);
Object.assign(formData, detail);
dialogVisible.value = true;
} catch (error: any) {
ElMessage.error(error.message || '获取详情失败');
}
}
// 详情
async function handleDetail(row: CustomerLead) {
currentRow.value = row;
try {
const detail = await getCustomerLeadDetail(row.leadId!);
currentRow.value = detail;
followHistory.value = await getLeadFollowHistory(row.leadId!);
detailVisible.value = true;
} catch (error: any) {
ElMessage.error(error.message || '获取详情失败');
}
}
// 提交表单
async function handleSubmit() {
if (!formRef.value) return;
await formRef.value.validate(async (valid) => {
if (valid) {
try {
if (isEdit.value) {
await updateCustomerLead(formData);
ElMessage.success('更新成功');
} else {
await createCustomerLead(formData);
ElMessage.success('创建成功');
}
dialogVisible.value = false;
loadData();
loadStatistics();
} catch (error: any) {
ElMessage.error(error.message || '操作失败');
}
}
});
}
// 派单
function handleDispatch(row: CustomerLead) {
dispatchForm.leadId = row.leadId;
dispatchForm.toUserId = undefined;
dispatchForm.remarks = '';
dispatchVisible.value = true;
}
// 批量派单
function handleBatchDispatch() {
if (selectedRows.value.length === 0) {
ElMessage.warning('请先选择要派单的客资');
return;
}
dispatchForm.leadIds = selectedRows.value.map(row => row.leadId!);
dispatchForm.batchMode = true;
dispatchForm.toUserId = undefined;
dispatchForm.remarks = '';
dispatchVisible.value = true;
}
// 提交派单
async function handleDispatchSubmit() {
if (!dispatchFormRef.value) return;
await dispatchFormRef.value.validate(async (valid) => {
if (valid) {
try {
if (dispatchForm.batchMode) {
const result = await batchDispatchLeads(dispatchForm);
ElMessage.success(`成功派单 ${result.successCount} 条,失败 ${result.failCount}`);
} else {
await dispatchLead(dispatchForm);
ElMessage.success('派单成功');
}
dispatchVisible.value = false;
loadData();
loadStatistics();
} catch (error: any) {
ElMessage.error(error.message || '派单失败');
}
}
});
}
// 跟进
function handleFollow(row: CustomerLead) {
followForm.leadId = row.leadId;
followForm.followType = 1;
followForm.followContent = '';
followForm.nextFollowTime = '';
followForm.nextFollowPlan = '';
followForm.updateStatus = false;
followForm.newStatus = undefined;
followVisible.value = true;
}
// 提交跟进
async function handleFollowSubmit() {
if (!followFormRef.value) return;
await followFormRef.value.validate(async (valid) => {
if (valid) {
try {
await addLeadFollowLog(followForm);
ElMessage.success('添加跟进成功');
followVisible.value = false;
loadData();
loadStatistics();
} catch (error: any) {
ElMessage.error(error.message || '添加跟进失败');
}
}
});
}
// 删除
function handleDelete(row: CustomerLead) {
ElMessageBox.confirm('确定要删除这条客资吗?', '提示', {
confirmButtonText: '确定',
cancelButtonText: '取消',
type: 'warning'
}).then(async () => {
// 调用删除接口
ElMessage.success('删除成功');
loadData();
loadStatistics();
}).catch(() => {});
}
// 导出
async function handleExport() {
try {
// 实际项目中调用导出接口
ElMessage.info('导出功能开发中...');
} catch (error: any) {
ElMessage.error(error.message || '导出失败');
}
}
// 显示切换
function handleShowAssignedChange() {
handleSearch();
}
onMounted(() => {
loadData();
loadStatistics();
loadSalesmanList();
});
</script>
<style scoped lang="scss">
.customer-lead-container {
padding: 16px;
}
.search-form {
background: #fff;
padding: 16px;
border-radius: 4px;
margin-bottom: 16px;
}
.statistics-cards {
margin-bottom: 16px;
.stat-card {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
color: #fff;
padding: 20px;
border-radius: 8px;
text-align: center;
.stat-value {
font-size: 28px;
font-weight: bold;
margin-bottom: 8px;
}
.stat-label {
font-size: 14px;
opacity: 0.9;
}
&.warning {
background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
}
&.success {
background: linear-gradient(135deg, #4facfe 0%, #00f2fe 100%);
}
&.primary {
background: linear-gradient(135deg, #43e97b 0%, #38f9d7 100%);
}
}
}
.table-toolbar {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 16px;
.toolbar-left {
display: flex;
gap: 8px;
}
}
.pagination-container {
display: flex;
justify-content: flex-end;
margin-top: 16px;
}
.follow-history {
margin-top: 24px;
border-top: 1px solid #eee;
padding-top: 16px;
h4 {
margin-bottom: 16px;
font-size: 16px;
}
.next-follow {
color: #909399;
font-size: 12px;
margin-top: 8px;
}
}
.lead-count {
color: #909399;
font-size: 12px;
margin-left: 8px;
}
</style>

View File

@@ -133,7 +133,7 @@
const loading = ref(true); const loading = ref(true);
const getQrCodeUrl = (userId?: number) => { const getQrCodeUrl = (userId?: number) => {
return `https://mp-api.websoft.top/api/wx-login/getOrderQRCodeUnlimited/uid_${ return `https://cms-api.websoft.top/api/wx-login/getOrderQRCodeUnlimited/uid_${
userId ?? '' userId ?? ''
}`; }`;
}; };