feat: 增加后台模块

yudao-ui-admin-vue3/src/api/crm/business/index.ts

@@ -0,0 +1,98 @@
+import request from '@/config/axios'
+import { TransferReqVO } from '@/api/crm/permission'
+
+export interface BusinessVO {
+  id: number
+  name: string
+  customerId: number
+  customerName?: string
+  followUpStatus: boolean
+  contactLastTime: Date
+  contactNextTime: Date
+  ownerUserId: number
+  ownerUserName?: string // 负责人的用户名称
+  ownerUserDept?: string // 负责人的部门名称
+  statusTypeId: number
+  statusTypeName?: string
+  statusId: number
+  statusName?: string
+  endStatus: number
+  endRemark: string
+  dealTime: Date
+  totalProductPrice: number
+  totalPrice: number
+  discountPercent: number
+  remark: string
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
+  products?: [
+    {
+      id: number
+      productId: number
+      productName: string
+      productNo: string
+      productUnit: number
+      productPrice: number
+      businessPrice: number
+      count: number
+      totalPrice: number
+    }
+  ]
+}
+
+// 查询 CRM 商机列表
+export const getBusinessPage = async (params) => {
+  return await request.get({ url: `/crm/business/page`, params })
+}
+
+// 查询 CRM 商机列表，基于指定客户
+export const getBusinessPageByCustomer = async (params) => {
+  return await request.get({ url: `/crm/business/page-by-customer`, params })
+}
+
+// 查询 CRM 商机详情
+export const getBusiness = async (id: number) => {
+  return await request.get({ url: `/crm/business/get?id=` + id })
+}
+
+// 获得 CRM 商机列表（精简）
+export const getSimpleBusinessList = async () => {
+  return await request.get({ url: `/crm/business/simple-all-list` })
+}
+
+// 新增 CRM 商机
+export const createBusiness = async (data: BusinessVO) => {
+  return await request.post({ url: `/crm/business/create`, data })
+}
+
+// 修改 CRM 商机
+export const updateBusiness = async (data: BusinessVO) => {
+  return await request.put({ url: `/crm/business/update`, data })
+}
+
+// 修改 CRM 商机状态
+export const updateBusinessStatus = async (data: BusinessVO) => {
+  return await request.put({ url: `/crm/business/update-status`, data })
+}
+
+// 删除 CRM 商机
+export const deleteBusiness = async (id: number) => {
+  return await request.delete({ url: `/crm/business/delete?id=` + id })
+}
+
+// 导出 CRM 商机 Excel
+export const exportBusiness = async (params) => {
+  return await request.download({ url: `/crm/business/export-excel`, params })
+}
+
+// 联系人关联商机列表
+export const getBusinessPageByContact = async (params) => {
+  return await request.get({ url: `/crm/business/page-by-contact`, params })
+}
+
+// 商机转移
+export const transferBusiness = async (data: TransferReqVO) => {
+  return await request.put({ url: '/crm/business/transfer', data })
+}

yudao-ui-admin-vue3/src/api/crm/business/status/index.ts

@@ -0,0 +1,68 @@
+import request from '@/config/axios'
+
+export interface BusinessStatusTypeVO {
+  id: number
+  name: string
+  deptIds: number[]
+  statuses?: {
+    id: number
+    name: string
+    percent: number
+  }
+}
+
+export const DEFAULT_STATUSES = [
+  {
+    endStatus: 1,
+    key: '结束',
+    name: '赢单',
+    percent: 100
+  },
+  {
+    endStatus: 2,
+    key: '结束',
+    name: '输单',
+    percent: 0
+  },
+  {
+    endStatus: 3,
+    key: '结束',
+    name: '无效',
+    percent: 0
+  }
+]
+
+// 查询商机状态组列表
+export const getBusinessStatusPage = async (params: any) => {
+  return await request.get({ url: `/crm/business-status/page`, params })
+}
+
+// 新增商机状态组
+export const createBusinessStatus = async (data: BusinessStatusTypeVO) => {
+  return await request.post({ url: `/crm/business-status/create`, data })
+}
+
+// 修改商机状态组
+export const updateBusinessStatus = async (data: BusinessStatusTypeVO) => {
+  return await request.put({ url: `/crm/business-status/update`, data })
+}
+
+// 查询商机状态类型详情
+export const getBusinessStatus = async (id: number) => {
+  return await request.get({ url: `/crm/business-status/get?id=` + id })
+}
+
+// 删除商机状态
+export const deleteBusinessStatus = async (id: number) => {
+  return await request.delete({ url: `/crm/business-status/delete?id=` + id })
+}
+
+// 获得商机状态组列表
+export const getBusinessStatusTypeSimpleList = async () => {
+  return await request.get({ url: `/crm/business-status/type-simple-list` })
+}
+
+// 获得商机阶段列表
+export const getBusinessStatusSimpleList = async (typeId: number) => {
+  return await request.get({ url: `/crm/business-status/status-simple-list`, params: { typeId } })
+}

yudao-ui-admin-vue3/src/api/crm/clue/index.ts

@@ -0,0 +1,78 @@
+import request from '@/config/axios'
+import { TransferReqVO } from '@/api/crm/permission'
+
+export interface ClueVO {
+  id: number // 编号
+  name: string // 线索名称
+  followUpStatus: boolean // 跟进状态
+  contactLastTime: Date // 最后跟进时间
+  contactLastContent: string // 最后跟进内容
+  contactNextTime: Date // 下次联系时间
+  ownerUserId: number // 负责人的用户编号
+  ownerUserName?: string // 负责人的用户名称
+  ownerUserDept?: string // 负责人的部门名称
+  transformStatus: boolean // 转化状态
+  customerId: number // 客户编号
+  customerName?: string // 客户名称
+  mobile: string // 手机号
+  telephone: string // 电话
+  qq: string // QQ
+  wechat: string // wechat
+  email: string // email
+  areaId: number // 所在地
+  areaName?: string // 所在地名称
+  detailAddress: string // 详细地址
+  industryId: number // 所属行业
+  level: number // 客户等级
+  source: number // 客户来源
+  remark: string // 备注
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
+}
+
+// 查询线索列表
+export const getCluePage = async (params: any) => {
+  return await request.get({ url: `/crm/clue/page`, params })
+}
+
+// 查询线索详情
+export const getClue = async (id: number) => {
+  return await request.get({ url: `/crm/clue/get?id=` + id })
+}
+
+// 新增线索
+export const createClue = async (data: ClueVO) => {
+  return await request.post({ url: `/crm/clue/create`, data })
+}
+
+// 修改线索
+export const updateClue = async (data: ClueVO) => {
+  return await request.put({ url: `/crm/clue/update`, data })
+}
+
+// 删除线索
+export const deleteClue = async (id: number) => {
+  return await request.delete({ url: `/crm/clue/delete?id=` + id })
+}
+
+// 导出线索 Excel
+export const exportClue = async (params) => {
+  return await request.download({ url: `/crm/clue/export-excel`, params })
+}
+
+// 线索转移
+export const transferClue = async (data: TransferReqVO) => {
+  return await request.put({ url: '/crm/clue/transfer', data })
+}
+
+// 线索转化为客户
+export const transformClue = async (id: number) => {
+  return await request.put({ url: '/crm/clue/transform', params: { id } })
+}
+
+// 获得分配给我的、待跟进的线索数量
+export const getFollowClueCount = async () => {
+  return await request.get({ url: '/crm/clue/follow-count' })
+}

yudao-ui-admin-vue3/src/api/crm/contact/index.ts

@@ -0,0 +1,113 @@
+import request from '@/config/axios'
+import { TransferReqVO } from '@/api/crm/permission'
+
+export interface ContactVO {
+  id: number // 编号
+  name: string // 联系人名称
+  customerId: number // 客户编号
+  customerName?: string // 客户名称
+  contactLastTime: Date // 最后跟进时间
+  contactLastContent: string // 最后跟进内容
+  contactNextTime: Date // 下次联系时间
+  ownerUserId: number // 负责人的用户编号
+  ownerUserName?: string // 负责人的用户名称
+  ownerUserDept?: string // 负责人的部门名称
+  mobile: string // 手机号
+  telephone: string // 电话
+  qq: string // QQ
+  wechat: string // wechat
+  email: string // email
+  areaId: number // 所在地
+  areaName?: string // 所在地名称
+  detailAddress: string // 详细地址
+  sex: number // 性别
+  master: boolean // 是否主联系人
+  post: string // 职务
+  parentId: number // 上级联系人编号
+  parentName?: string // 上级联系人名称
+  remark: string // 备注
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
+}
+
+export interface ContactBusinessReqVO {
+  contactId: number
+  businessIds: number[]
+}
+
+export interface ContactBusiness2ReqVO {
+  businessId: number
+  contactIds: number[]
+}
+
+// 查询 CRM 联系人列表
+export const getContactPage = async (params) => {
+  return await request.get({ url: `/crm/contact/page`, params })
+}
+
+// 查询 CRM 联系人列表，基于指定客户
+export const getContactPageByCustomer = async (params: any) => {
+  return await request.get({ url: `/crm/contact/page-by-customer`, params })
+}
+
+// 查询 CRM 联系人列表，基于指定商机
+export const getContactPageByBusiness = async (params: any) => {
+  return await request.get({ url: `/crm/contact/page-by-business`, params })
+}
+
+// 查询 CRM 联系人详情
+export const getContact = async (id: number) => {
+  return await request.get({ url: `/crm/contact/get?id=` + id })
+}
+
+// 新增 CRM 联系人
+export const createContact = async (data: ContactVO) => {
+  return await request.post({ url: `/crm/contact/create`, data })
+}
+
+// 修改 CRM 联系人
+export const updateContact = async (data: ContactVO) => {
+  return await request.put({ url: `/crm/contact/update`, data })
+}
+
+// 删除 CRM 联系人
+export const deleteContact = async (id: number) => {
+  return await request.delete({ url: `/crm/contact/delete?id=` + id })
+}
+
+// 导出 CRM 联系人 Excel
+export const exportContact = async (params) => {
+  return await request.download({ url: `/crm/contact/export-excel`, params })
+}
+
+// 获得 CRM 联系人列表（精简）
+export const getSimpleContactList = async () => {
+  return await request.get({ url: `/crm/contact/simple-all-list` })
+}
+
+// 批量新增联系人商机关联
+export const createContactBusinessList = async (data: ContactBusinessReqVO) => {
+  return await request.post({ url: `/crm/contact/create-business-list`, data })
+}
+
+// 批量新增联系人商机关联
+export const createContactBusinessList2 = async (data: ContactBusiness2ReqVO) => {
+  return await request.post({ url: `/crm/contact/create-business-list2`, data })
+}
+
+// 解除联系人商机关联
+export const deleteContactBusinessList = async (data: ContactBusinessReqVO) => {
+  return await request.delete({ url: `/crm/contact/delete-business-list`, data })
+}
+
+// 解除联系人商机关联
+export const deleteContactBusinessList2 = async (data: ContactBusiness2ReqVO) => {
+  return await request.delete({ url: `/crm/contact/delete-business-list2`, data })
+}
+
+// 联系人转移
+export const transferContact = async (data: TransferReqVO) => {
+  return await request.put({ url: '/crm/contact/transfer', data })
+}

yudao-ui-admin-vue3/src/api/crm/contract/config/index.ts

@@ -0,0 +1,16 @@
+import request from '@/config/axios'
+
+export interface ContractConfigVO {
+  notifyEnabled?: boolean
+  notifyDays?: number
+}
+
+// 获取合同配置
+export const getContractConfig = async () => {
+  return await request.get({ url: `/crm/contract-config/get` })
+}
+
+// 更新合同配置
+export const saveContractConfig = async (data: ContractConfigVO) => {
+  return await request.put({ url: `/crm/contract-config/save`, data })
+}

yudao-ui-admin-vue3/src/api/crm/contract/index.ts

@@ -0,0 +1,114 @@
+import request from '@/config/axios'
+import { TransferReqVO } from '@/api/crm/permission'
+
+export interface ContractVO {
+  id: number
+  name: string
+  no: string
+  customerId: number
+  customerName?: string
+  businessId: number
+  businessName: string
+  contactLastTime: Date
+  ownerUserId: number
+  ownerUserName?: string
+  ownerUserDeptName?: string
+  processInstanceId: number
+  auditStatus: number
+  orderDate: Date
+  startTime: Date
+  endTime: Date
+  totalProductPrice: number
+  discountPercent: number
+  totalPrice: number
+  totalReceivablePrice: number
+  signContactId: number
+  signContactName?: string
+  signUserId: number
+  signUserName: string
+  remark: string
+  createTime?: Date
+  creator: string
+  creatorName: string
+  updateTime?: Date
+  products?: [
+    {
+      id: number
+      productId: number
+      productName: string
+      productNo: string
+      productUnit: number
+      productPrice: number
+      contractPrice: number
+      count: number
+      totalPrice: number
+    }
+  ]
+}
+
+// 查询 CRM 合同列表
+export const getContractPage = async (params) => {
+  return await request.get({ url: `/crm/contract/page`, params })
+}
+
+// 查询 CRM 联系人列表，基于指定客户
+export const getContractPageByCustomer = async (params: any) => {
+  return await request.get({ url: `/crm/contract/page-by-customer`, params })
+}
+
+// 查询 CRM 联系人列表，基于指定商机
+export const getContractPageByBusiness = async (params: any) => {
+  return await request.get({ url: `/crm/contract/page-by-business`, params })
+}
+
+// 查询 CRM 合同详情
+export const getContract = async (id: number) => {
+  return await request.get({ url: `/crm/contract/get?id=` + id })
+}
+
+// 查询 CRM 合同下拉列表
+export const getContractSimpleList = async (customerId: number) => {
+  return await request.get({
+    url: `/crm/contract/simple-list?customerId=${customerId}`
+  })
+}
+
+// 新增 CRM 合同
+export const createContract = async (data: ContractVO) => {
+  return await request.post({ url: `/crm/contract/create`, data })
+}
+
+// 修改 CRM 合同
+export const updateContract = async (data: ContractVO) => {
+  return await request.put({ url: `/crm/contract/update`, data })
+}
+
+// 删除 CRM 合同
+export const deleteContract = async (id: number) => {
+  return await request.delete({ url: `/crm/contract/delete?id=` + id })
+}
+
+// 导出 CRM 合同 Excel
+export const exportContract = async (params) => {
+  return await request.download({ url: `/crm/contract/export-excel`, params })
+}
+
+// 提交审核
+export const submitContract = async (id: number) => {
+  return await request.put({ url: `/crm/contract/submit?id=${id}` })
+}
+
+// 合同转移
+export const transferContract = async (data: TransferReqVO) => {
+  return await request.put({ url: '/crm/contract/transfer', data })
+}
+
+// 获得待审核合同数量
+export const getAuditContractCount = async () => {
+  return await request.get({ url: '/crm/contract/audit-count' })
+}
+
+// 获得即将到期（提醒）的合同数量
+export const getRemindContractCount = async () => {
+  return await request.get({ url: '/crm/contract/remind-count' })
+}

yudao-ui-admin-vue3/src/api/crm/customer/index.ts

@@ -0,0 +1,132 @@
+import request from '@/config/axios'
+import { TransferReqVO } from '@/api/crm/permission'
+
+export interface CustomerVO {
+  id: number // 编号
+  name: string // 客户名称
+  followUpStatus: boolean // 跟进状态
+  contactLastTime: Date // 最后跟进时间
+  contactLastContent: string // 最后跟进内容
+  contactNextTime: Date // 下次联系时间
+  ownerUserId: number // 负责人的用户编号
+  ownerUserName?: string // 负责人的用户名称
+  ownerUserDept?: string // 负责人的部门名称
+  lockStatus?: boolean
+  dealStatus?: boolean
+  mobile: string // 手机号
+  telephone: string // 电话
+  qq: string // QQ
+  wechat: string // wechat
+  email: string // email
+  areaId: number // 所在地
+  areaName?: string // 所在地名称
+  detailAddress: string // 详细地址
+  industryId: number // 所属行业
+  level: number // 客户等级
+  source: number // 客户来源
+  remark: string // 备注
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
+}
+
+// 查询客户列表
+export const getCustomerPage = async (params) => {
+  return await request.get({ url: `/crm/customer/page`, params })
+}
+
+// 进入公海客户提醒的客户列表
+export const getPutPoolRemindCustomerPage = async (params) => {
+  return await request.get({ url: `/crm/customer/put-pool-remind-page`, params })
+}
+
+// 获得待进入公海客户数量
+export const getPutPoolRemindCustomerCount = async () => {
+  return await request.get({ url: `/crm/customer/put-pool-remind-count` })
+}
+
+// 获得今日需联系客户数量
+export const getTodayContactCustomerCount = async () => {
+  return await request.get({ url: `/crm/customer/today-contact-count` })
+}
+
+// 获得分配给我、待跟进的线索数量的客户数量
+export const getFollowCustomerCount = async () => {
+  return await request.get({ url: `/crm/customer/follow-count` })
+}
+
+// 查询客户详情
+export const getCustomer = async (id: number) => {
+  return await request.get({ url: `/crm/customer/get?id=` + id })
+}
+
+// 新增客户
+export const createCustomer = async (data: CustomerVO) => {
+  return await request.post({ url: `/crm/customer/create`, data })
+}
+
+// 修改客户
+export const updateCustomer = async (data: CustomerVO) => {
+  return await request.put({ url: `/crm/customer/update`, data })
+}
+
+// 更新客户的成交状态
+export const updateCustomerDealStatus = async (id: number, dealStatus: boolean) => {
+  return await request.put({ url: `/crm/customer/update-deal-status`, params: { id, dealStatus } })
+}
+
+// 删除客户
+export const deleteCustomer = async (id: number) => {
+  return await request.delete({ url: `/crm/customer/delete?id=` + id })
+}
+
+// 导出客户 Excel
+export const exportCustomer = async (params: any) => {
+  return await request.download({ url: `/crm/customer/export-excel`, params })
+}
+
+// 下载客户导入模板
+export const importCustomerTemplate = () => {
+  return request.download({ url: '/crm/customer/get-import-template' })
+}
+
+// 导入客户
+export const handleImport = async (formData) => {
+  return await request.upload({ url: `/crm/customer/import`, data: formData })
+}
+
+// 客户列表
+export const getCustomerSimpleList = async () => {
+  return await request.get({ url: `/crm/customer/simple-list` })
+}
+
+// ======================= 业务操作 =======================
+
+// 客户转移
+export const transferCustomer = async (data: TransferReqVO) => {
+  return await request.put({ url: '/crm/customer/transfer', data })
+}
+
+// 锁定/解锁客户
+export const lockCustomer = async (id: number, lockStatus: boolean) => {
+  return await request.put({ url: `/crm/customer/lock`, data: { id, lockStatus } })
+}
+
+// 领取公海客户
+export const receiveCustomer = async (ids: any[]) => {
+  return await request.put({ url: '/crm/customer/receive', params: { ids: ids.join(',') } })
+}
+
+// 分配公海给对应负责人
+export const distributeCustomer = async (ids: any[], ownerUserId: number) => {
+  return await request.put({
+    url: '/crm/customer/distribute',
+    data: { ids: ids, ownerUserId }
+  })
+}
+
+// 客户放入公海
+export const putCustomerPool = async (id: number) => {
+  return await request.put({ url: `/crm/customer/put-pool?id=${id}` })
+}

yudao-ui-admin-vue3/src/api/crm/customer/limitConfig/index.ts

@@ -0,0 +1,49 @@
+import request from '@/config/axios'
+
+export interface CustomerLimitConfigVO {
+  id?: number
+  type?: number
+  userIds?: string
+  deptIds?: string
+  maxCount?: number
+  dealCountEnabled?: boolean
+}
+
+/**
+ * 客户限制配置类型
+ */
+export enum LimitConfType {
+  /**
+   * 拥有客户数限制
+   */
+  CUSTOMER_QUANTITY_LIMIT = 1,
+  /**
+   * 锁定客户数限制
+   */
+  CUSTOMER_LOCK_LIMIT = 2
+}
+
+// 查询客户限制配置列表
+export const getCustomerLimitConfigPage = async (params) => {
+  return await request.get({ url: `/crm/customer-limit-config/page`, params })
+}
+
+// 查询客户限制配置详情
+export const getCustomerLimitConfig = async (id: number) => {
+  return await request.get({ url: `/crm/customer-limit-config/get?id=` + id })
+}
+
+// 新增客户限制配置
+export const createCustomerLimitConfig = async (data: CustomerLimitConfigVO) => {
+  return await request.post({ url: `/crm/customer-limit-config/create`, data })
+}
+
+// 修改客户限制配置
+export const updateCustomerLimitConfig = async (data: CustomerLimitConfigVO) => {
+  return await request.put({ url: `/crm/customer-limit-config/update`, data })
+}
+
+// 删除客户限制配置
+export const deleteCustomerLimitConfig = async (id: number) => {
+  return await request.delete({ url: `/crm/customer-limit-config/delete?id=` + id })
+}

yudao-ui-admin-vue3/src/api/crm/customer/poolConfig/index.ts

@@ -0,0 +1,19 @@
+import request from '@/config/axios'
+
+export interface CustomerPoolConfigVO {
+  enabled?: boolean
+  contactExpireDays?: number
+  dealExpireDays?: number
+  notifyEnabled?: boolean
+  notifyDays?: number
+}
+
+// 获取客户公海规则设置
+export const getCustomerPoolConfig = async () => {
+  return await request.get({ url: `/crm/customer-pool-config/get` })
+}
+
+// 更新客户公海规则设置
+export const saveCustomerPoolConfig = async (data: CustomerPoolConfigVO) => {
+  return await request.put({ url: `/crm/customer-pool-config/save`, data })
+}

yudao-ui-admin-vue3/src/api/crm/followup/index.ts

@@ -0,0 +1,43 @@
+import request from '@/config/axios'
+
+// 跟进记录 VO
+export interface FollowUpRecordVO {
+  id: number // 编号
+  bizType: number // 数据类型
+  bizId: number // 数据编号
+  type: number // 跟进类型
+  content: string // 跟进内容
+  picUrls: string[] // 图片
+  fileUrls: string[] // 附件
+  nextTime: Date // 下次联系时间
+  businessIds: number[] // 关联的商机编号数组
+  businesses: {
+    id: number
+    name: string
+  }[] // 关联的商机数组
+  contactIds: number[] // 关联的联系人编号数组
+  contacts: {
+    id: number
+    name: string
+  }[] // 关联的联系人数组
+  creator: string
+  creatorName?: string
+}
+
+// 跟进记录 API
+export const FollowUpRecordApi = {
+  // 查询跟进记录分页
+  getFollowUpRecordPage: async (params: any) => {
+    return await request.get({ url: `/crm/follow-up-record/page`, params })
+  },
+
+  // 新增跟进记录
+  createFollowUpRecord: async (data: FollowUpRecordVO) => {
+    return await request.post({ url: `/crm/follow-up-record/create`, data })
+  },
+
+  // 删除跟进记录
+  deleteFollowUpRecord: async (id: number) => {
+    return await request.delete({ url: `/crm/follow-up-record/delete?id=` + id })
+  }
+}

yudao-ui-admin-vue3/src/api/crm/operateLog/index.ts

@@ -0,0 +1,11 @@
+import request from '@/config/axios'
+
+export interface OperateLogVO extends PageParam {
+  bizType: number
+  bizId: number
+}
+
+// 获得操作日志
+export const getOperateLogPage = async (params: OperateLogVO) => {
+  return await request.get({ url: `/crm/operate-log/page`, params })
+}

yudao-ui-admin-vue3/src/api/crm/permission/index.ts

@@ -0,0 +1,72 @@
+import request from '@/config/axios'
+
+export interface PermissionVO {
+  id?: number // 数据权限编号
+  userId: number // 用户编号
+  bizType: number // Crm 类型
+  bizId: number // Crm 类型数据编号
+  level: number // 权限级别
+  toBizTypes?: number[] // 同时添加至
+  deptName?: string // 部门名称
+  nickname?: string // 用户昵称
+  postNames?: string[] // 岗位名称数组
+  createTime?: Date
+  ids?: number[]
+}
+
+export interface TransferReqVO {
+  id: number // 模块编号
+  newOwnerUserId: number // 新负责人的用户编号
+  oldOwnerPermissionLevel?: number // 老负责人加入团队后的权限级别
+  toBizTypes?: number[] // 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择
+}
+
+/**
+ * CRM 业务类型枚举
+ *
+ * @author HUIHUI
+ */
+export enum BizTypeEnum {
+  CRM_CLUE = 1, // 线索
+  CRM_CUSTOMER = 2, // 客户
+  CRM_CONTACT = 3, // 联系人
+  CRM_BUSINESS = 4, // 商机
+  CRM_CONTRACT = 5, // 合同
+  CRM_PRODUCT = 6, // 产品
+  CRM_RECEIVABLE = 7, // 回款
+  CRM_RECEIVABLE_PLAN = 8 // 回款计划
+}
+
+/**
+ * CRM 数据权限级别枚举
+ */
+export enum PermissionLevelEnum {
+  OWNER = 1, // 负责人
+  READ = 2, // 只读
+  WRITE = 3 // 读写
+}
+
+// 获得数据权限列表（查询团队成员列表）
+export const getPermissionList = async (params) => {
+  return await request.get({ url: `/crm/permission/list`, params })
+}
+
+// 创建数据权限（新增团队成员）
+export const createPermission = async (data: PermissionVO) => {
+  return await request.post({ url: `/crm/permission/create`, data })
+}
+
+// 编辑数据权限（修改团队成员权限级别）
+export const updatePermission = async (data) => {
+  return await request.put({ url: `/crm/permission/update`, data })
+}
+
+// 删除数据权限（删除团队成员）
+export const deletePermissionBatch = async (val: number[]) => {
+  return await request.delete({ url: '/crm/permission/delete?ids=' + val.join(',') })
+}
+
+// 删除自己的数据权限（退出团队）
+export const deleteSelfPermission = async (id: number) => {
+  return await request.delete({ url: '/crm/permission/delete-self?id=' + id })
+}

yudao-ui-admin-vue3/src/api/crm/product/category/index.ts

@@ -0,0 +1,33 @@
+import request from '@/config/axios'
+
+// TODO @zange：挪到 product 下，建个 category 包，挪进去哈；
+export interface ProductCategoryVO {
+  id: number
+  name: string
+  parentId: number
+}
+
+// 查询产品分类详情
+export const getProductCategory = async (id: number) => {
+  return await request.get({ url: `/crm/product-category/get?id=` + id })
+}
+
+// 新增产品分类
+export const createProductCategory = async (data: ProductCategoryVO) => {
+  return await request.post({ url: `/crm/product-category/create`, data })
+}
+
+// 修改产品分类
+export const updateProductCategory = async (data: ProductCategoryVO) => {
+  return await request.put({ url: `/crm/product-category/update`, data })
+}
+
+// 删除产品分类
+export const deleteProductCategory = async (id: number) => {
+  return await request.delete({ url: `/crm/product-category/delete?id=` + id })
+}
+
+// 产品分类列表
+export const getProductCategoryList = async (params) => {
+  return await request.get({ url: `/crm/product-category/list`, params })
+}

yudao-ui-admin-vue3/src/api/crm/product/index.ts

@@ -0,0 +1,49 @@
+import request from '@/config/axios'
+
+export interface ProductVO {
+  id: number
+  name: string
+  no: string
+  unit: number
+  price: number
+  status: number
+  categoryId: number
+  categoryName?: string
+  description: string
+  ownerUserId: number
+}
+
+// 查询产品列表
+export const getProductPage = async (params) => {
+  return await request.get({ url: `/crm/product/page`, params })
+}
+
+// 获得产品精简列表
+export const getProductSimpleList = async () => {
+  return await request.get({ url: `/crm/product/simple-list` })
+}
+
+// 查询产品详情
+export const getProduct = async (id: number) => {
+  return await request.get({ url: `/crm/product/get?id=` + id })
+}
+
+// 新增产品
+export const createProduct = async (data: ProductVO) => {
+  return await request.post({ url: `/crm/product/create`, data })
+}
+
+// 修改产品
+export const updateProduct = async (data: ProductVO) => {
+  return await request.put({ url: `/crm/product/update`, data })
+}
+
+// 删除产品
+export const deleteProduct = async (id: number) => {
+  return await request.delete({ url: `/crm/product/delete?id=` + id })
+}
+
+// 导出产品 Excel
+export const exportProduct = async (params) => {
+  return await request.download({ url: `/crm/product/export-excel`, params })
+}

yudao-ui-admin-vue3/src/api/crm/receivable/index.ts

@@ -0,0 +1,73 @@
+import request from '@/config/axios'
+
+export interface ReceivableVO {
+  id: number
+  no: string
+  planId?: number
+  customerId?: number
+  customerName?: string
+  contractId?: number
+  contract?: {
+    id?: number
+    name?: string
+    no: string
+    totalPrice: number
+  }
+  auditStatus: number
+  processInstanceId: number
+  returnTime: Date
+  returnType: number
+  price: number
+  ownerUserId: number
+  ownerUserName?: string
+  remark: string
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
+}
+
+// 查询回款列表
+export const getReceivablePage = async (params) => {
+  return await request.get({ url: `/crm/receivable/page`, params })
+}
+
+// 查询回款列表
+export const getReceivablePageByCustomer = async (params) => {
+  return await request.get({ url: `/crm/receivable/page-by-customer`, params })
+}
+
+// 查询回款详情
+export const getReceivable = async (id: number) => {
+  return await request.get({ url: `/crm/receivable/get?id=` + id })
+}
+
+// 新增回款
+export const createReceivable = async (data: ReceivableVO) => {
+  return await request.post({ url: `/crm/receivable/create`, data })
+}
+
+// 修改回款
+export const updateReceivable = async (data: ReceivableVO) => {
+  return await request.put({ url: `/crm/receivable/update`, data })
+}
+
+// 删除回款
+export const deleteReceivable = async (id: number) => {
+  return await request.delete({ url: `/crm/receivable/delete?id=` + id })
+}
+
+// 导出回款 Excel
+export const exportReceivable = async (params) => {
+  return await request.download({ url: `/crm/receivable/export-excel`, params })
+}
+
+// 提交审核
+export const submitReceivable = async (id: number) => {
+  return await request.put({ url: `/crm/receivable/submit?id=${id}` })
+}
+
+// 获得待审核回款数量
+export const getAuditReceivableCount = async () => {
+  return await request.get({ url: '/crm/receivable/audit-count' })
+}

yudao-ui-admin-vue3/src/api/crm/receivable/plan/index.ts

@@ -0,0 +1,74 @@
+import request from '@/config/axios'
+
+export interface ReceivablePlanVO {
+  id: number
+  period: number
+  receivableId: number
+  price: number
+  returnTime: Date
+  remindDays: number
+  returnType: number
+  remindTime: Date
+  customerId: number
+  customerName?: string
+  contractId?: number
+  contractNo?: string
+  ownerUserId: number
+  ownerUserName?: string
+  remark: string
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
+  receivable?: {
+    price: number
+    returnTime: Date
+  }
+}
+
+// 查询回款计划列表
+export const getReceivablePlanPage = async (params) => {
+  return await request.get({ url: `/crm/receivable-plan/page`, params })
+}
+
+// 查询回款计划列表
+export const getReceivablePlanPageByCustomer = async (params) => {
+  return await request.get({ url: `/crm/receivable-plan/page-by-customer`, params })
+}
+
+// 查询回款计划详情
+export const getReceivablePlan = async (id: number) => {
+  return await request.get({ url: `/crm/receivable-plan/get?id=` + id })
+}
+
+// 查询回款计划下拉数据
+export const getReceivablePlanSimpleList = async (customerId: number, contractId: number) => {
+  return await request.get({
+    url: `/crm/receivable-plan/simple-list?customerId=${customerId}&contractId=${contractId}`
+  })
+}
+
+// 新增回款计划
+export const createReceivablePlan = async (data: ReceivablePlanVO) => {
+  return await request.post({ url: `/crm/receivable-plan/create`, data })
+}
+
+// 修改回款计划
+export const updateReceivablePlan = async (data: ReceivablePlanVO) => {
+  return await request.put({ url: `/crm/receivable-plan/update`, data })
+}
+
+// 删除回款计划
+export const deleteReceivablePlan = async (id: number) => {
+  return await request.delete({ url: `/crm/receivable-plan/delete?id=` + id })
+}
+
+// 导出回款计划 Excel
+export const exportReceivablePlan = async (params) => {
+  return await request.download({ url: `/crm/receivable-plan/export-excel`, params })
+}
+
+// 获得待回款提醒数量
+export const getReceivablePlanRemindCount = async () => {
+  return await request.get({ url: '/crm/receivable-plan/remind-count' })
+}

yudao-ui-admin-vue3/src/api/crm/statistics/customer.ts

@@ -0,0 +1,168 @@
+import request from '@/config/axios'
+
+export interface CrmStatisticsCustomerSummaryByDateRespVO {
+  time: string
+  customerCreateCount: number
+  customerDealCount: number
+}
+
+export interface CrmStatisticsCustomerSummaryByUserRespVO {
+  ownerUserName: string
+  customerCreateCount: number
+  customerDealCount: number
+  contractPrice: number
+  receivablePrice: number
+}
+
+export interface CrmStatisticsFollowUpSummaryByDateRespVO {
+  time: string
+  followUpRecordCount: number
+  followUpCustomerCount: number
+}
+
+export interface CrmStatisticsFollowUpSummaryByUserRespVO {
+  ownerUserName: string
+  followupRecordCount: number
+  followupCustomerCount: number
+}
+
+export interface CrmStatisticsFollowUpSummaryByTypeRespVO {
+  followUpType: string
+  followUpRecordCount: number
+}
+
+export interface CrmStatisticsCustomerContractSummaryRespVO {
+  customerName: string
+  contractName: string
+  totalPrice: number
+  receivablePrice: number
+  customerType: string
+  customerSource: string
+  ownerUserName: string
+  creatorUserName: string
+  createTime: Date
+  orderDate: Date
+}
+
+export interface CrmStatisticsPoolSummaryByDateRespVO {
+  time: string
+  customerPutCount: number
+  customerTakeCount: number
+}
+
+export interface CrmStatisticsPoolSummaryByUserRespVO {
+  ownerUserName: string
+  customerPutCount: number
+  customerTakeCount: number
+}
+
+export interface CrmStatisticsCustomerDealCycleByDateRespVO {
+  time: string
+  customerDealCycle: number
+}
+
+export interface CrmStatisticsCustomerDealCycleByUserRespVO {
+  ownerUserName: string
+  customerDealCycle: number
+  customerDealCount: number
+}
+
+export interface CrmStatisticsCustomerDealCycleByAreaRespVO {
+  areaName: string
+  customerDealCycle: number
+  customerDealCount: number
+}
+
+export interface CrmStatisticsCustomerDealCycleByProductRespVO {
+  productName: string
+  customerDealCycle: number
+  customerDealCount: number
+}
+
+// 客户分析 API
+export const StatisticsCustomerApi = {
+  // 1.1 客户总量分析(按日期)
+  getCustomerSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-summary-by-date',
+      params
+    })
+  },
+  // 1.2 客户总量分析(按用户)
+  getCustomerSummaryByUser: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-summary-by-user',
+      params
+    })
+  },
+  // 2.1 客户跟进次数分析(按日期)
+  getFollowUpSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-follow-up-summary-by-date',
+      params
+    })
+  },
+  // 2.2 客户跟进次数分析(按用户)
+  getFollowUpSummaryByUser: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-follow-up-summary-by-user',
+      params
+    })
+  },
+  // 3.1 获取客户跟进方式统计数
+  getFollowUpSummaryByType: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-follow-up-summary-by-type',
+      params
+    })
+  },
+  // 4.1 合同摘要信息(客户转化率页面)
+  getContractSummary: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-contract-summary',
+      params
+    })
+  },
+  // 5.1 获取客户公海分析(按日期)
+  getPoolSummaryByDate: (param: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-pool-summary-by-date',
+      params: param
+    })
+  },
+  // 5.2 获取客户公海分析(按用户)
+  getPoolSummaryByUser: (param: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-pool-summary-by-user',
+      params: param
+    })
+  },
+  // 6.1 获取客户成交周期(按日期)
+  getCustomerDealCycleByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-deal-cycle-by-date',
+      params
+    })
+  },
+  // 6.2 获取客户成交周期(按用户)
+  getCustomerDealCycleByUser: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-deal-cycle-by-user',
+      params
+    })
+  },
+  // 6.2 获取客户成交周期(按用户)
+  getCustomerDealCycleByArea: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-deal-cycle-by-area',
+      params
+    })
+  },
+  // 6.2 获取客户成交周期(按用户)
+  getCustomerDealCycleByProduct: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-customer/get-customer-deal-cycle-by-product',
+      params
+    })
+  }
+}

yudao-ui-admin-vue3/src/api/crm/statistics/funnel.ts

@@ -0,0 +1,58 @@
+import request from '@/config/axios'
+
+export interface CrmStatisticFunnelRespVO {
+  customerCount: number // 客户数
+  businessCount: number // 商机数
+  businessWinCount: number // 赢单数
+}
+
+export interface CrmStatisticsBusinessSummaryByDateRespVO {
+  time: string // 时间
+  businessCreateCount: number // 商机数
+  totalPrice: number | string // 商机金额
+}
+
+export interface CrmStatisticsBusinessInversionRateSummaryByDateRespVO {
+  time: string // 时间
+  businessCount: number // 商机数量
+  businessWinCount: number // 赢单商机数
+}
+
+// 客户分析 API
+export const StatisticFunnelApi = {
+  // 1. 获取销售漏斗统计数据
+  getFunnelSummary: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-funnel/get-funnel-summary',
+      params
+    })
+  },
+  // 2. 获取商机结束状态统计
+  getBusinessSummaryByEndStatus: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-funnel/get-business-summary-by-end-status',
+      params
+    })
+  },
+  // 3. 获取新增商机分析(按日期)
+  getBusinessSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-funnel/get-business-summary-by-date',
+      params
+    })
+  },
+  // 4. 获取商机转化率分析(按日期)
+  getBusinessInversionRateSummaryByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-funnel/get-business-inversion-rate-summary-by-date',
+      params
+    })
+  },
+  // 5. 获取商机列表(按日期)
+  getBusinessPageByDate: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-funnel/get-business-page-by-date',
+      params
+    })
+  }
+}

yudao-ui-admin-vue3/src/api/crm/statistics/performance.ts

@@ -0,0 +1,33 @@
+import request from '@/config/axios'
+
+export interface StatisticsPerformanceRespVO {
+  time: string
+  currentMonthCount: number
+  lastMonthCount: number
+  lastYearCount: number
+}
+
+// 排行 API
+export const StatisticsPerformanceApi = {
+  // 员工获得合同金额统计
+  getContractPricePerformance: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-performance/get-contract-price-performance',
+      params
+    })
+  },
+  // 员工获得回款统计
+  getReceivablePricePerformance: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-performance/get-receivable-price-performance',
+      params
+    })
+  },
+  //员工获得签约合同数量统计
+  getContractCountPerformance: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-performance/get-contract-count-performance',
+      params
+    })
+  }
+}

yudao-ui-admin-vue3/src/api/crm/statistics/portrait.ts

@@ -0,0 +1,60 @@
+import request from '@/config/axios'
+
+export interface CrmStatisticCustomerBaseRespVO {
+  customerCount: number
+  dealCount: number
+  dealPortion: string | number
+}
+
+export interface CrmStatisticCustomerIndustryRespVO extends CrmStatisticCustomerBaseRespVO {
+  industryId: number
+  industryPortion: string | number
+}
+
+export interface CrmStatisticCustomerSourceRespVO extends CrmStatisticCustomerBaseRespVO {
+  source: number
+  sourcePortion: string | number
+}
+
+export interface CrmStatisticCustomerLevelRespVO extends CrmStatisticCustomerBaseRespVO {
+  level: number
+  levelPortion: string | number
+}
+
+export interface CrmStatisticCustomerAreaRespVO extends CrmStatisticCustomerBaseRespVO {
+  areaId: number
+  areaName: string
+  areaPortion: string | number
+}
+
+// 客户分析 API
+export const StatisticsPortraitApi = {
+  // 1. 获取客户行业统计数据
+  getCustomerIndustry: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-portrait/get-customer-industry-summary',
+      params
+    })
+  },
+  // 2. 获取客户来源统计数据
+  getCustomerSource: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-portrait/get-customer-source-summary',
+      params
+    })
+  },
+  // 3. 获取客户级别统计数据
+  getCustomerLevel: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-portrait/get-customer-level-summary',
+      params
+    })
+  },
+  // 4. 获取客户地区统计数据
+  getCustomerArea: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-portrait/get-customer-area-summary',
+      params
+    })
+  }
+}

yudao-ui-admin-vue3/src/api/crm/statistics/rank.ts

@@ -0,0 +1,67 @@
+import request from '@/config/axios'
+
+export interface StatisticsRankRespVO {
+  count: number
+  nickname: string
+  deptName: string
+}
+
+// 排行 API
+export const StatisticsRankApi = {
+  // 获得合同排行榜
+  getContractPriceRank: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-rank/get-contract-price-rank',
+      params
+    })
+  },
+  // 获得回款排行榜
+  getReceivablePriceRank: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-rank/get-receivable-price-rank',
+      params
+    })
+  },
+  // 签约合同排行
+  getContractCountRank: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-rank/get-contract-count-rank',
+      params
+    })
+  },
+  // 产品销量排行
+  getProductSalesRank: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-rank/get-product-sales-rank',
+      params
+    })
+  },
+  // 新增客户数排行
+  getCustomerCountRank: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-rank/get-customer-count-rank',
+      params
+    })
+  },
+  // 新增联系人数排行
+  getContactsCountRank: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-rank/get-contacts-count-rank',
+      params
+    })
+  },
+  // 跟进次数排行
+  getFollowCountRank: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-rank/get-follow-count-rank',
+      params
+    })
+  },
+  // 跟进客户数排行
+  getFollowCustomerCountRank: (params: any) => {
+    return request.get({
+      url: '/crm/statistics-rank/get-follow-customer-count-rank',
+      params
+    })
+  }
+}