feat：【ele】【crm】customer 的迁移初始化

apps/web-ele/src/router/routes/modules/crm.ts

@@ -20,15 +20,15 @@ const routes: RouteRecordRaw[] = [
         },
         component: () => import('#/views/crm/clue/detail/index.vue'),
       },
-      // {
-      //   path: 'customer/detail/:id',
-      //   name: 'CrmCustomerDetail',
-      //   meta: {
-      //     title: '客户详情',
-      //     activePath: '/crm/customer',
-      //   },
-      //   component: () => import('#/views/crm/customer/detail/index.vue'),
-      // },
+      {
+        path: 'customer/detail/:id',
+        name: 'CrmCustomerDetail',
+        meta: {
+          title: '客户详情',
+          activePath: '/crm/customer',
+        },
+        component: () => import('#/views/crm/customer/detail/index.vue'),
+      },
       {
         path: 'business/detail/:id',
         name: 'CrmBusinessDetail',

apps/web-ele/src/views/crm/customer/data.ts

@@ -0,0 +1,395 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { z } from '@vben/common-ui';
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
+import { useUserStore } from '@vben/stores';
+
+import { getAreaTree } from '#/api/system/area';
+import { getSimpleUserList } from '#/api/system/user';
+import { getRangePickerDefaultProps } from '#/utils';
+
+/** 新增/修改的表单 */
+export function useFormSchema(): VbenFormSchema[] {
+  const userStore = useUserStore();
+  return [
+    {
+      fieldName: 'id',
+      component: 'Input',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      fieldName: 'name',
+      label: '客户名称',
+      component: 'Input',
+      rules: 'required',
+      componentProps: {
+        placeholder: '请输入客户名称',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'source',
+      label: '客户来源',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_SOURCE, 'number'),
+        placeholder: '请选择客户来源',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'mobile',
+      label: '手机',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入手机',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'ownerUserId',
+      label: '负责人',
+      component: 'ApiSelect',
+      dependencies: {
+        triggerFields: ['id'],
+        disabled: (values) => values.id,
+      },
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+        placeholder: '请选择负责人',
+        allowClear: true,
+      },
+      defaultValue: userStore.userInfo?.id,
+      rules: 'required',
+    },
+    {
+      fieldName: 'telephone',
+      label: '电话',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入电话',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'email',
+      label: '邮箱',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入邮箱',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'wechat',
+      label: '微信',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入微信',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'qq',
+      label: 'QQ',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入QQ',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'industryId',
+      label: '客户行业',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_INDUSTRY, 'number'),
+        placeholder: '请选择客户行业',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'level',
+      label: '客户级别',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_LEVEL, 'number'),
+        placeholder: '请选择客户级别',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'areaId',
+      label: '地址',
+      component: 'ApiTreeSelect',
+      componentProps: {
+        api: getAreaTree,
+        fieldNames: { label: 'name', value: 'id', children: 'children' },
+        placeholder: '请选择地址',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'detailAddress',
+      label: '详细地址',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入详细地址',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'contactNextTime',
+      label: '下次联系时间',
+      component: 'DatePicker',
+      componentProps: {
+        showTime: true,
+        format: 'YYYY-MM-DD HH:mm:ss',
+        valueFormat: 'x',
+        placeholder: '请选择下次联系时间',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'remark',
+      label: '备注',
+      component: 'Textarea',
+      componentProps: {
+        placeholder: '请输入备注',
+        allowClear: true,
+      },
+    },
+  ];
+}
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'name',
+      label: '客户名称',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入客户名称',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'mobile',
+      label: '手机号',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入手机号',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'telephone',
+      label: '电话',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入电话',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'createTime',
+      label: '创建时间',
+      component: 'RangePicker',
+      componentProps: {
+        ...getRangePickerDefaultProps(),
+        placeholder: ['开始日期', '结束日期'],
+        allowClear: true,
+      },
+    },
+  ];
+}
+
+/** 导入客户的表单 */
+export function useImportFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'ownerUserId',
+      label: '负责人',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+        placeholder: '请选择负责人',
+        allowClear: true,
+        class: 'w-full',
+      },
+      dependencies: {
+        triggerFields: ['id'],
+        disabled: (values) => values.id,
+      },
+      rules: 'required',
+    },
+    {
+      fieldName: 'file',
+      label: '客户数据',
+      component: 'Upload',
+      rules: 'required',
+      help: '仅允许导入 xls、xlsx 格式文件',
+    },
+    {
+      fieldName: 'updateSupport',
+      label: '是否覆盖',
+      component: 'Switch',
+      componentProps: {
+        activeValue: true,
+        inactiveValue: false,
+      },
+      rules: z.boolean().default(false),
+      help: '是否更新已经存在的客户数据',
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useGridColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      field: 'name',
+      title: '客户名称',
+      fixed: 'left',
+      minWidth: 160,
+      slots: { default: 'name' },
+    },
+    {
+      field: 'source',
+      title: '客户来源',
+      minWidth: 100,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
+      },
+    },
+    {
+      field: 'mobile',
+      title: '手机',
+      minWidth: 120,
+    },
+    {
+      field: 'telephone',
+      title: '电话',
+      minWidth: 130,
+    },
+    {
+      field: 'email',
+      title: '邮箱',
+      minWidth: 180,
+    },
+    {
+      field: 'level',
+      title: '客户级别',
+      minWidth: 135,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
+      },
+    },
+    {
+      field: 'industryId',
+      title: '客户行业',
+      minWidth: 100,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
+      },
+    },
+    {
+      field: 'contactNextTime',
+      title: '下次联系时间',
+      formatter: 'formatDateTime',
+      minWidth: 180,
+    },
+    {
+      field: 'remark',
+      title: '备注',
+      minWidth: 200,
+    },
+    {
+      field: 'lockStatus',
+      title: '锁定状态',
+      minWidth: 120,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
+      },
+    },
+    {
+      field: 'dealStatus',
+      title: '成交状态',
+      minWidth: 120,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
+      },
+    },
+    {
+      field: 'contactLastTime',
+      title: '最后跟进时间',
+      formatter: 'formatDateTime',
+      minWidth: 180,
+    },
+    {
+      field: 'contactLastContent',
+      title: '最后跟进记录',
+      minWidth: 200,
+    },
+    {
+      field: 'detailAddress',
+      title: '地址',
+      minWidth: 180,
+    },
+    {
+      field: 'poolDay',
+      title: '距离进入公海天数',
+      minWidth: 140,
+      formatter: ({ cellValue }) =>
+        cellValue === null ? '-' : `${cellValue} 天`,
+    },
+    {
+      field: 'ownerUserName',
+      title: '负责人',
+      minWidth: 100,
+    },
+    {
+      field: 'ownerUserDeptName',
+      title: '所属部门',
+      minWidth: 100,
+    },
+    {
+      field: 'updateTime',
+      title: '更新时间',
+      formatter: 'formatDateTime',
+      minWidth: 180,
+    },
+    {
+      field: 'createTime',
+      title: '创建时间',
+      formatter: 'formatDateTime',
+      minWidth: 180,
+    },
+    {
+      field: 'creatorName',
+      title: '创建人',
+      minWidth: 100,
+    },
+    {
+      title: '操作',
+      width: 130,
+      fixed: 'right',
+      slots: { default: 'actions' },
+    },
+  ];
+}

apps/web-ele/src/views/crm/customer/detail/data.ts

@@ -0,0 +1,130 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { DescriptionItemSchema } from '#/components/description';
+
+import { h } from 'vue';
+
+import { DICT_TYPE } from '@vben/constants';
+import { useUserStore } from '@vben/stores';
+import { formatDateTime } from '@vben/utils';
+
+import { getSimpleUserList } from '#/api/system/user';
+import { DictTag } from '#/components/dict-tag';
+
+/** 分配客户表单 */
+export function useDistributeFormSchema(): VbenFormSchema[] {
+  const userStore = useUserStore();
+  return [
+    {
+      component: 'Input',
+      fieldName: 'id',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      fieldName: 'ownerUserId',
+      label: '负责人',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+      },
+      defaultValue: userStore.userInfo?.id,
+      rules: 'required',
+    },
+  ];
+}
+
+/** 详情页的字段 */
+export function useDetailSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'level',
+      label: '客户级别',
+      render: (val) =>
+        h(DictTag, { type: DICT_TYPE.CRM_CUSTOMER_LEVEL, value: val }),
+    },
+    {
+      field: 'dealStatus',
+      label: '成交状态',
+      render: (val) => (val ? '已成交' : '未成交'),
+    },
+    {
+      field: 'ownerUserName',
+      label: '负责人',
+    },
+    {
+      field: 'createTime',
+      label: '创建时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+  ];
+}
+
+/** 详情页的基础字段 */
+export function useDetailBaseSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'name',
+      label: '客户名称',
+    },
+    {
+      field: 'source',
+      label: '客户来源',
+      render: (val) =>
+        h(DictTag, {
+          type: DICT_TYPE.CRM_CUSTOMER_SOURCE,
+          value: val,
+        }),
+    },
+    {
+      field: 'mobile',
+      label: '手机',
+    },
+    {
+      field: 'telephone',
+      label: '电话',
+    },
+    {
+      field: 'email',
+      label: '邮箱',
+    },
+    {
+      field: 'areaName',
+      label: '地址',
+      render: (val, data) => {
+        const areaName = val ?? '';
+        const detailAddress = data?.detailAddress ?? '';
+        return [areaName, detailAddress].filter(Boolean).join(' ');
+      },
+    },
+    {
+      field: 'qq',
+      label: 'QQ',
+    },
+    {
+      field: 'wechat',
+      label: '微信',
+    },
+    {
+      field: 'industryId',
+      label: '客户行业',
+      render: (val) =>
+        h(DictTag, {
+          type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY,
+          value: val,
+        }),
+    },
+    {
+      field: 'contactNextTime',
+      label: '下次联系时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'remark',
+      label: '备注',
+    },
+  ];
+}

apps/web-ele/src/views/crm/customer/detail/index.vue

@@ -0,0 +1,312 @@
+<script setup lang="ts">
+import type { CrmCustomerApi } from '#/api/crm/customer';
+import type { SystemOperateLogApi } from '#/api/system/operate-log';
+
+import { onMounted, ref } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
+
+import { confirm, Page, useVbenModal } from '@vben/common-ui';
+import { useTabs } from '@vben/hooks';
+
+import { ElCard, ElMessage, ElTabPane, ElTabs } from 'element-plus';
+
+import {
+  getCustomer,
+  lockCustomer,
+  putCustomerPool,
+  receiveCustomer,
+  updateCustomerDealStatus,
+} from '#/api/crm/customer';
+import { getOperateLogPage } from '#/api/crm/operateLog';
+import { BizTypeEnum } from '#/api/crm/permission';
+import { useDescription } from '#/components/description';
+import { OperateLog } from '#/components/operate-log';
+import { ACTION_ICON, TableAction } from '#/components/table-action';
+import { $t } from '#/locales';
+import { BusinessDetailsList } from '#/views/crm/business/components';
+import { ContactDetailsList } from '#/views/crm/contact/components';
+import { ContractDetailsList } from '#/views/crm/contract/components';
+import { FollowUp } from '#/views/crm/followup';
+import { PermissionList, TransferForm } from '#/views/crm/permission';
+import { ReceivableDetailsList } from '#/views/crm/receivable/components';
+import { ReceivablePlanDetailsList } from '#/views/crm/receivable/plan/components';
+
+import Form from '../modules/form.vue';
+import { useDetailSchema } from './data';
+import DistributeForm from './modules/distribute-form.vue';
+import Info from './modules/info.vue';
+
+const route = useRoute();
+const router = useRouter();
+const tabs = useTabs();
+
+const loading = ref(false); // 加载中
+const customerId = ref(0); // 客户编号
+const customer = ref<CrmCustomerApi.Customer>({} as CrmCustomerApi.Customer); // 客户详情
+const activeTabName = ref('1'); // 选中 Tab 名
+const logList = ref<SystemOperateLogApi.OperateLog[]>([]); // 操作日志
+const permissionListRef = ref<InstanceType<typeof PermissionList>>(); // 团队成员列表 Ref
+
+const [Descriptions] = useDescription({
+  border: false,
+  column: 4,
+  class: 'mx-4',
+  schema: useDetailSchema(),
+});
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+const [TransferModal, transferModalApi] = useVbenModal({
+  connectedComponent: TransferForm,
+  destroyOnClose: true,
+});
+
+const [DistributeModal, distributeModalApi] = useVbenModal({
+  connectedComponent: DistributeForm,
+  destroyOnClose: true,
+});
+
+/** 加载客户详情 */
+async function loadCustomerDetail() {
+  loading.value = true;
+  try {
+    customer.value = await getCustomer(customerId.value);
+    // 操作日志
+    const res = await getOperateLogPage({
+      bizType: BizTypeEnum.CRM_CUSTOMER,
+      bizId: customerId.value,
+    });
+    logList.value = res.list;
+  } finally {
+    loading.value = false;
+  }
+}
+
+/** 返回列表页 */
+function handleBack() {
+  tabs.closeCurrentTab();
+  router.push({ name: 'CrmCustomer' });
+}
+
+/** 编辑客户 */
+function handleEdit() {
+  formModalApi.setData({ id: customerId.value }).open();
+}
+
+/** 转移线索 */
+function handleTransfer() {
+  transferModalApi.setData({ id: customerId.value }).open();
+}
+
+/** 锁定客户 */
+function handleLock(lockStatus: boolean): Promise<boolean | undefined> {
+  return new Promise((resolve, reject) => {
+    confirm({
+      content: `确定锁定客户【${customer.value.name}】吗？`,
+    })
+      .then(async () => {
+        // 锁定客户
+        await lockCustomer(customerId.value, lockStatus);
+        // 提示并返回成功
+        ElMessage.success(lockStatus ? '锁定客户成功' : '解锁客户成功');
+        resolve(true);
+      })
+      .catch(() => {
+        reject(new Error('取消操作'));
+      });
+  });
+}
+
+/** 领取客户 */
+function handleReceive(): Promise<boolean | undefined> {
+  return new Promise((resolve, reject) => {
+    confirm({
+      content: `确定领取客户【${customer.value.name}】吗？`,
+    })
+      .then(async () => {
+        // 领取客户
+        await receiveCustomer([customerId.value]);
+        // 提示并返回成功
+        ElMessage.success('领取客户成功');
+        resolve(true);
+      })
+      .catch(() => {
+        reject(new Error('取消操作'));
+      });
+  });
+}
+
+/** 分配客户 */
+function handleDistributeForm() {
+  distributeModalApi.setData({ id: customerId.value }).open();
+}
+
+/** 客户放入公海 */
+function handlePutPool(): Promise<boolean | undefined> {
+  return new Promise((resolve, reject) => {
+    confirm({
+      content: `确定将客户【${customer.value.name}】放入公海吗？`,
+    })
+      .then(async () => {
+        // 放入公海
+        await putCustomerPool(customerId.value);
+        // 提示并返回成功
+        ElMessage.success('放入公海成功');
+        resolve(true);
+      })
+      .catch(() => {
+        reject(new Error('取消操作'));
+      });
+  });
+}
+
+/** 更新成交状态操作 */
+async function handleUpdateDealStatus(): Promise<boolean | undefined> {
+  return new Promise((resolve, reject) => {
+    const dealStatus = !customer.value.dealStatus;
+    confirm({
+      content: `确定更新成交状态为【${dealStatus ? '已成交' : '未成交'}】吗？`,
+    })
+      .then(async () => {
+        // 更新成交状态
+        await updateCustomerDealStatus(customerId.value, dealStatus);
+        // 提示并返回成功
+        ElMessage.success('更新成交状态成功');
+        resolve(true);
+      })
+      .catch(() => {
+        reject(new Error('取消操作'));
+      });
+  });
+}
+
+/** 加载数据 */
+onMounted(() => {
+  customerId.value = Number(route.params.id);
+  loadCustomerDetail();
+});
+</script>
+
+<template>
+  <Page auto-content-height :title="customer?.name" :loading="loading">
+    <FormModal @success="loadCustomerDetail" />
+    <TransferModal @success="loadCustomerDetail" />
+    <DistributeModal @success="loadCustomerDetail" />
+    <template #extra>
+      <TableAction
+        :actions="[
+          {
+            label: '返回',
+            type: 'default',
+            icon: 'lucide:arrow-left',
+            onClick: handleBack,
+          },
+          {
+            label: $t('ui.actionTitle.edit'),
+            type: 'primary',
+            icon: ACTION_ICON.EDIT,
+            auth: ['crm:customer:update'],
+            ifShow: permissionListRef?.validateWrite,
+            onClick: handleEdit,
+          },
+          {
+            label: '转移',
+            type: 'primary',
+            ifShow: permissionListRef?.validateOwnerUser,
+            onClick: handleTransfer,
+          },
+          {
+            label: '更改成交状态',
+            type: 'default',
+            ifShow: permissionListRef?.validateWrite,
+            onClick: handleUpdateDealStatus,
+          },
+          {
+            label: '锁定',
+            type: 'default',
+            ifShow:
+              !customer.lockStatus && permissionListRef?.validateOwnerUser,
+            onClick: handleLock.bind(null, true),
+          },
+          {
+            label: '解锁',
+            type: 'default',
+            ifShow: customer.lockStatus && permissionListRef?.validateOwnerUser,
+            onClick: handleLock.bind(null, false),
+          },
+          {
+            label: '领取',
+            type: 'primary',
+            ifShow: !customer.ownerUserId,
+            onClick: handleReceive,
+          },
+          {
+            label: '分配',
+            type: 'default',
+            ifShow: !customer.ownerUserId,
+            onClick: handleDistributeForm,
+          },
+          {
+            label: '放入公海',
+            type: 'default',
+            ifShow:
+              !!customer.ownerUserId && permissionListRef?.validateOwnerUser,
+            onClick: handlePutPool,
+          },
+        ]"
+      />
+    </template>
+    <ElCard class="min-h-[10%]">
+      <Descriptions :data="customer" />
+    </ElCard>
+    <ElCard class="mt-4 min-h-[60%]">
+      <ElTabs v-model:model-value="activeTabName">
+        <ElTabPane label="跟进记录" name="1">
+          <FollowUp :biz-id="customerId" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
+        </ElTabPane>
+        <ElTabPane label="基本信息" name="2">
+          <Info :customer="customer" />
+        </ElTabPane>
+        <ElTabPane label="联系人" name="3">
+          <ContactDetailsList
+            :biz-id="customerId"
+            :biz-type="BizTypeEnum.CRM_CUSTOMER"
+            :customer-id="customerId"
+          />
+        </ElTabPane>
+        <ElTabPane label="团队成员" name="4">
+          <PermissionList
+            ref="permissionListRef"
+            :biz-id="customerId"
+            :biz-type="BizTypeEnum.CRM_CUSTOMER"
+            :show-action="true"
+            @quit-team="handleBack"
+          />
+        </ElTabPane>
+        <ElTabPane label="商机" name="5">
+          <BusinessDetailsList
+            :biz-id="customerId"
+            :biz-type="BizTypeEnum.CRM_CUSTOMER"
+            :customer-id="customerId"
+          />
+        </ElTabPane>
+        <ElTabPane label="合同" name="6">
+          <ContractDetailsList
+            :biz-id="customerId"
+            :biz-type="BizTypeEnum.CRM_CUSTOMER"
+          />
+        </ElTabPane>
+        <ElTabPane label="回款" name="7">
+          <ReceivablePlanDetailsList :customer-id="customerId" />
+          <ReceivableDetailsList :customer-id="customerId" />
+        </ElTabPane>
+        <ElTabPane label="操作日志" name="8">
+          <OperateLog :log-list="logList" />
+        </ElTabPane>
+      </ElTabs>
+    </ElCard>
+  </Page>
+</template>

apps/web-ele/src/views/crm/customer/detail/modules/distribute-form.vue

@@ -0,0 +1,69 @@
+<script lang="ts" setup>
+import { useVbenModal } from '@vben/common-ui';
+
+import { ElMessage } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import { distributeCustomer } from '#/api/crm/customer';
+import { $t } from '#/locales';
+
+import { useDistributeFormSchema } from '../data';
+
+const emit = defineEmits(['success']);
+
+const [Form, formApi] = useVbenForm({
+  commonConfig: {
+    componentProps: {
+      class: 'w-full',
+    },
+    formItemClass: 'col-span-2',
+    labelWidth: 120,
+  },
+  layout: 'horizontal',
+  schema: useDistributeFormSchema(),
+  showDefaultActions: false,
+});
+
+const [Modal, modalApi] = useVbenModal({
+  async onConfirm() {
+    const { valid } = await formApi.validate();
+    if (!valid) {
+      return;
+    }
+    modalApi.lock();
+    // 提交表单
+    const data = await formApi.getValues();
+    try {
+      await distributeCustomer([data.id], data.ownerUserId);
+      // 关闭并提示
+      await modalApi.close();
+      emit('success');
+      ElMessage.success($t('ui.actionMessage.operationSuccess'));
+    } finally {
+      modalApi.unlock();
+    }
+  },
+  async onOpenChange(isOpen: boolean) {
+    if (!isOpen) {
+      return;
+    }
+    // 加载数据
+    const data = modalApi.getData();
+    if (!data || !data.id) {
+      return;
+    }
+    modalApi.lock();
+    try {
+      await formApi.setValues(data);
+    } finally {
+      modalApi.unlock();
+    }
+  },
+});
+</script>
+
+<template>
+  <Modal title="分配客户" class="w-2/5">
+    <Form class="mx-4" />
+  </Modal>
+</template>

apps/web-ele/src/views/crm/customer/detail/modules/info.vue

@@ -0,0 +1,38 @@
+<script lang="ts" setup>
+import type { CrmCustomerApi } from '#/api/crm/customer';
+
+import { ElDivider } from 'element-plus';
+
+import { useDescription } from '#/components/description';
+import { useFollowUpDetailSchema } from '#/views/crm/followup/data';
+
+import { useDetailBaseSchema } from '../data';
+
+defineProps<{
+  customer: CrmCustomerApi.Customer; // 客户信息
+}>();
+
+const [BaseDescriptions] = useDescription({
+  title: '基本信息',
+  border: false,
+  column: 4,
+  class: 'mx-4',
+  schema: useDetailBaseSchema(),
+});
+
+const [SystemDescriptions] = useDescription({
+  title: '系统信息',
+  border: false,
+  column: 3,
+  class: 'mx-4',
+  schema: useFollowUpDetailSchema(),
+});
+</script>
+
+<template>
+  <div class="p-4">
+    <BaseDescriptions :data="customer" />
+    <ElDivider />
+    <SystemDescriptions :data="customer" />
+  </div>
+</template>

apps/web-ele/src/views/crm/customer/index.vue

@@ -0,0 +1,207 @@
+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmCustomerApi } from '#/api/crm/customer';
+
+import { ref } from 'vue';
+import { useRouter } from 'vue-router';
+
+import { DocAlert, Page, useVbenModal } from '@vben/common-ui';
+import { downloadFileFromBlobPart } from '@vben/utils';
+
+import { ElButton, ElLoading, ElMessage, ElTabPane, ElTabs } from 'element-plus';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteCustomer,
+  exportCustomer,
+  getCustomerPage,
+} from '#/api/crm/customer';
+import { $t } from '#/locales';
+
+import { useGridColumns, useGridFormSchema } from './data';
+import Form from './modules/form.vue';
+import ImportForm from './modules/import-form.vue';
+
+const { push } = useRouter();
+const sceneType = ref('1');
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+const [ImportModal, importModalApi] = useVbenModal({
+  connectedComponent: ImportForm,
+  destroyOnClose: true,
+});
+
+/** 刷新表格 */
+function handleRefresh() {
+  gridApi.query();
+}
+
+/** 处理场景类型的切换 */
+function handleChangeSceneType(key: number | string) {
+  sceneType.value = key.toString();
+  gridApi.query();
+}
+
+/** 导入客户 */
+function handleImport() {
+  importModalApi.open();
+}
+
+/** 导出表格 */
+async function handleExport() {
+  const formValues = await gridApi.formApi.getValues();
+  const data = await exportCustomer({
+    sceneType: sceneType.value,
+    ...formValues,
+  });
+  downloadFileFromBlobPart({ fileName: '客户.xls', source: data });
+}
+
+/** 创建客户 */
+function handleCreate() {
+  formModalApi.setData(null).open();
+}
+
+/** 编辑客户 */
+function handleEdit(row: CrmCustomerApi.Customer) {
+  formModalApi.setData(row).open();
+}
+
+/** 删除客户 */
+async function handleDelete(row: CrmCustomerApi.Customer) {
+  const loadingInstance = ElLoading.service({
+    text: $t('ui.actionMessage.deleting', [row.name]),
+  });
+  try {
+    await deleteCustomer(row.id!);
+    ElMessage.success($t('ui.actionMessage.deleteSuccess', [row.name]));
+    handleRefresh();
+  } finally {
+    loadingInstance.close();
+  }
+}
+
+/** 查看客户详情 */
+function handleDetail(row: CrmCustomerApi.Customer) {
+  push({ name: 'CrmCustomerDetail', params: { id: row.id } });
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  formOptions: {
+    schema: useGridFormSchema(),
+  },
+  gridOptions: {
+    columns: useGridColumns(),
+    height: 'auto',
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }, formValues) => {
+          return await getCustomerPage({
+            pageNo: page.currentPage,
+            pageSize: page.pageSize,
+            sceneType: sceneType.value,
+            ...formValues,
+          });
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      refresh: true,
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmCustomerApi.Customer>,
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <template #doc>
+      <DocAlert
+        title="【客户】客户管理"
+        url="https://doc.iocoder.cn/crm/customer/"
+      />
+      <DocAlert
+        title="【通用】数据权限"
+        url="https://doc.iocoder.cn/crm/permission/"
+      />
+    </template>
+
+    <FormModal @success="handleRefresh" />
+    <ImportModal @success="handleRefresh" />
+    <Grid>
+      <template #toolbar-actions>
+        <ElTabs class="w-full" v-model:model-value="sceneType" @tab-change="handleChangeSceneType">
+          <ElTabPane label="我负责的" name="1" />
+          <ElTabPane label="我参与的" name="2" />
+          <ElTabPane label="下属负责的" name="3" />
+        </ElTabs>
+      </template>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['客户']),
+              type: 'primary',
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:customer:create'],
+              onClick: handleCreate,
+            },
+            {
+              label: $t('ui.actionTitle.import'),
+              type: 'primary',
+              icon: ACTION_ICON.UPLOAD,
+              auth: ['crm:customer:import'],
+              onClick: handleImport,
+            },
+            {
+              label: $t('ui.actionTitle.export'),
+              type: 'primary',
+              icon: ACTION_ICON.DOWNLOAD,
+              auth: ['crm:customer:export'],
+              onClick: handleExport,
+            },
+          ]"
+        />
+      </template>
+      <template #name="{ row }">
+        <ElButton type="primary" link @click="handleDetail(row)">
+          {{ row.name }}
+        </ElButton>
+      </template>
+      <template #actions="{ row }">
+        <TableAction
+          :actions="[
+            {
+              label: $t('common.edit'),
+              type: 'primary',
+              link: true,
+              icon: ACTION_ICON.EDIT,
+              auth: ['crm:customer:update'],
+              onClick: handleEdit.bind(null, row),
+            },
+            {
+              label: $t('common.delete'),
+              type: 'danger',
+              link: true,
+              icon: ACTION_ICON.DELETE,
+              auth: ['crm:customer:delete'],
+              popConfirm: {
+                title: $t('ui.actionMessage.deleteConfirm', [row.name]),
+                confirm: handleDelete.bind(null, row),
+              },
+            },
+          ]"
+        />
+      </template>
+    </Grid>
+  </Page>
+</template>

apps/web-ele/src/views/crm/customer/limitConfig/data.ts

@@ -0,0 +1,154 @@
+import type { VbenFormSchema } from '@vben/common-ui';
+
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
+import { handleTree } from '@vben/utils';
+
+import { LimitConfType } from '#/api/crm/customer/limitConfig';
+import { getSimpleDeptList } from '#/api/system/dept';
+import { getSimpleUserList } from '#/api/system/user';
+
+/** 新增/修改的表单 */
+export function useFormSchema(confType: LimitConfType): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'id',
+      component: 'Input',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      fieldName: 'type',
+      component: 'Input',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      fieldName: 'userIds',
+      label: '规则适用人群',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+        mode: 'multiple',
+        allowClear: true,
+        placeholder: '请选择规则适用人群',
+      },
+    },
+    {
+      fieldName: 'deptIds',
+      label: '规则适用部门',
+      component: 'ApiTreeSelect',
+      componentProps: {
+        api: async () => {
+          const data = await getSimpleDeptList();
+          return handleTree(data);
+        },
+        multiple: true,
+        fieldNames: { label: 'name', value: 'id', children: 'children' },
+        placeholder: '请选择规则适用部门',
+        treeDefaultExpandAll: true,
+      },
+    },
+    {
+      fieldName: 'maxCount',
+      label:
+        confType === LimitConfType.CUSTOMER_QUANTITY_LIMIT
+          ? '拥有客户数上限'
+          : '锁定客户数上限',
+      component: 'InputNumber',
+      componentProps: {
+        placeholder: `请输入${
+          LimitConfType.CUSTOMER_QUANTITY_LIMIT === confType
+            ? '拥有客户数上限'
+            : '锁定客户数上限'
+        }`,
+        controlsPosition: 'right',
+        class: '!w-full',
+      },
+      rules: 'required',
+    },
+    {
+      fieldName: 'dealCountEnabled',
+      label: '成交客户是否占用拥有客户数',
+      component: 'RadioGroup',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.INFRA_BOOLEAN_STRING, 'boolean'),
+      },
+      dependencies: {
+        triggerFields: [''],
+        show: () => confType === LimitConfType.CUSTOMER_QUANTITY_LIMIT,
+      },
+      defaultValue: false,
+    },
+  ];
+}
+
+/** 列表的字段 */
+export function useGridColumns(
+  confType: LimitConfType,
+): VxeTableGridOptions['columns'] {
+  return [
+    {
+      field: 'id',
+      title: '编号',
+      fixed: 'left',
+    },
+    {
+      field: 'users',
+      title: '规则适用人群',
+      formatter: ({ cellValue }) => {
+        return cellValue
+          .map((user: any) => {
+            return user.nickname;
+          })
+          .join(',');
+      },
+    },
+    {
+      field: 'depts',
+      title: '规则适用部门',
+      formatter: ({ cellValue }) => {
+        return cellValue
+          .map((dept: any) => {
+            return dept.name;
+          })
+          .join(',');
+      },
+    },
+    {
+      field: 'maxCount',
+      title:
+        confType === LimitConfType.CUSTOMER_QUANTITY_LIMIT
+          ? '拥有客户数上限'
+          : '锁定客户数上限',
+    },
+    {
+      field: 'dealCountEnabled',
+      title: '成交客户是否占用拥有客户数',
+      visible: confType === LimitConfType.CUSTOMER_QUANTITY_LIMIT,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
+      },
+    },
+    {
+      field: 'createTime',
+      title: '创建时间',
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '操作',
+      width: 180,
+      fixed: 'right',
+      slots: { default: 'actions' },
+    },
+  ];
+}

apps/web-ele/src/views/crm/customer/limitConfig/index.vue

@@ -0,0 +1,168 @@
+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmCustomerLimitConfigApi } from '#/api/crm/customer/limitConfig';
+
+import { ref } from 'vue';
+
+import { DocAlert, Page, useVbenModal } from '@vben/common-ui';
+
+import { ElLoading, ElMessage, ElTabPane, ElTabs } from 'element-plus';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteCustomerLimitConfig,
+  getCustomerLimitConfigPage,
+  LimitConfType,
+} from '#/api/crm/customer/limitConfig';
+import { $t } from '#/locales';
+
+import { useGridColumns } from './data';
+import Form from './modules/form.vue';
+
+const configType = ref(LimitConfType.CUSTOMER_QUANTITY_LIMIT);
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+/** 刷新表格 */
+function handleRefresh() {
+  gridApi.query();
+}
+
+/** 处理配置类型的切换 */
+function handleChangeConfigType(key: number | string) {
+  configType.value = key as LimitConfType;
+  gridApi.setGridOptions({
+    columns: useGridColumns(configType.value),
+  });
+  handleRefresh();
+}
+
+/** 创建规则 */
+function handleCreate(type: LimitConfType) {
+  formModalApi.setData({ type }).open();
+}
+
+/** 编辑规则 */
+function handleEdit(
+  row: CrmCustomerLimitConfigApi.CustomerLimitConfig,
+  type: LimitConfType,
+) {
+  formModalApi.setData({ id: row.id, type }).open();
+}
+
+/** 删除规则 */
+async function handleDelete(
+  row: CrmCustomerLimitConfigApi.CustomerLimitConfig,
+) {
+  const loadingInstance = ElLoading.service({
+    text: $t('ui.actionMessage.deleting', [row.id]),
+  });
+  try {
+    await deleteCustomerLimitConfig(row.id!);
+    ElMessage.success($t('ui.actionMessage.deleteSuccess', [row.id]));
+    handleRefresh();
+  } finally {
+    loadingInstance.close();
+  }
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useGridColumns(configType.value),
+    height: 'auto',
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }, formValues) => {
+          return await getCustomerLimitConfigPage({
+            pageNo: page.currentPage,
+            pageSize: page.pageSize,
+            type: configType.value,
+            ...formValues,
+          });
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      refresh: true,
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmCustomerLimitConfigApi.CustomerLimitConfig>,
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <template #doc>
+      <DocAlert
+        title="【客户】客户管理、公海客户"
+        url="https://doc.iocoder.cn/crm/customer/"
+      />
+      <DocAlert
+        title="【通用】数据权限"
+        url="https://doc.iocoder.cn/crm/permission/"
+      />
+    </template>
+
+    <FormModal @success="handleRefresh" />
+    <Grid>
+      <template #toolbar-actions>
+        <ElTabs class="w-full" v-model:model-value="configType" @tab-change="handleChangeConfigType">
+          <ElTabPane
+            label="拥有客户数限制"
+            :name="LimitConfType.CUSTOMER_QUANTITY_LIMIT"
+          />
+          <ElTabPane
+            label="锁定客户数限制"
+            :name="LimitConfType.CUSTOMER_LOCK_LIMIT"
+          />
+        </ElTabs>
+      </template>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['规则']),
+              type: 'primary',
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:customer-limit-config:create'],
+              onClick: handleCreate.bind(null, configType),
+            },
+          ]"
+        />
+      </template>
+      <template #actions="{ row }">
+        <TableAction
+          :actions="[
+            {
+              label: $t('common.edit'),
+              type: 'primary',
+              link: true,
+              icon: ACTION_ICON.EDIT,
+              auth: ['crm:customer-limit-config:update'],
+              onClick: handleEdit.bind(null, row, configType),
+            },
+            {
+              label: $t('common.delete'),
+              type: 'danger',
+              link: true,
+              icon: ACTION_ICON.DELETE,
+              auth: ['crm:customer-limit-config:delete'],
+              popConfirm: {
+                title: $t('ui.actionMessage.deleteConfirm', [row.id]),
+                confirm: handleDelete.bind(null, row),
+              },
+            },
+          ]"
+        />
+      </template>
+    </Grid>
+  </Page>
+</template>

apps/web-ele/src/views/crm/customer/limitConfig/modules/form.vue

@@ -0,0 +1,100 @@
+<script lang="ts" setup>
+import type { CrmCustomerLimitConfigApi } from '#/api/crm/customer/limitConfig';
+
+import { computed, ref } from 'vue';
+
+import { useVbenModal } from '@vben/common-ui';
+
+import { ElMessage } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import {
+  createCustomerLimitConfig,
+  getCustomerLimitConfig,
+  LimitConfType,
+  updateCustomerLimitConfig,
+} from '#/api/crm/customer/limitConfig';
+import { $t } from '#/locales';
+
+import { useFormSchema } from '../data';
+
+const emit = defineEmits(['success']);
+const formData = ref<CrmCustomerLimitConfigApi.CustomerLimitConfig>();
+const getTitle = computed(() => {
+  return formData.value?.id
+    ? $t('ui.actionTitle.edit', ['规则'])
+    : $t('ui.actionTitle.create', ['规则']);
+});
+
+const confType = ref<LimitConfType>(LimitConfType.CUSTOMER_LOCK_LIMIT);
+
+const [Form, formApi] = useVbenForm({
+  commonConfig: {
+    componentProps: {
+      class: 'w-full',
+    },
+    formItemClass: 'col-span-2',
+    labelWidth: 200,
+  },
+  layout: 'horizontal',
+  schema: useFormSchema(confType.value),
+  showDefaultActions: false,
+});
+
+const [Modal, modalApi] = useVbenModal({
+  async onConfirm() {
+    const { valid } = await formApi.validate();
+    if (!valid) {
+      return;
+    }
+    modalApi.lock();
+    // 提交表单
+    const data =
+      (await formApi.getValues()) as CrmCustomerLimitConfigApi.CustomerLimitConfig;
+    try {
+      await (formData.value?.id
+        ? updateCustomerLimitConfig(data)
+        : createCustomerLimitConfig(data));
+      // 关闭并提示
+      await modalApi.close();
+      emit('success');
+      ElMessage.success($t('ui.actionMessage.operationSuccess'));
+    } finally {
+      modalApi.unlock();
+    }
+  },
+  async onOpenChange(isOpen: boolean) {
+    if (!isOpen) {
+      formData.value = undefined;
+      return;
+    }
+    // 加载数据
+    let data =
+      modalApi.getData<CrmCustomerLimitConfigApi.CustomerLimitConfig>();
+    if (!data) {
+      return;
+    }
+    if (data.type) {
+      confType.value = data.type as LimitConfType;
+    }
+    formApi.setState({ schema: useFormSchema(confType.value) });
+    modalApi.lock();
+    try {
+      if (data.id) {
+        data = await getCustomerLimitConfig(data.id);
+      }
+      formData.value = data;
+      // 设置到 values
+      await formApi.setValues(data);
+    } finally {
+      modalApi.unlock();
+    }
+  },
+});
+</script>
+
+<template>
+  <Modal :title="getTitle" class="w-2/5">
+    <Form class="mx-4" />
+  </Modal>
+</template>

apps/web-ele/src/views/crm/customer/modules/form.vue

@@ -0,0 +1,85 @@
+<script lang="ts" setup>
+import type { CrmCustomerApi } from '#/api/crm/customer';
+
+import { computed, ref } from 'vue';
+
+import { useVbenForm, useVbenModal } from '@vben/common-ui';
+
+import { ElMessage } from 'element-plus';
+
+import {
+  createCustomer,
+  getCustomer,
+  updateCustomer,
+} from '#/api/crm/customer';
+import { $t } from '#/locales';
+
+import { useFormSchema } from '../data';
+
+const emit = defineEmits(['success']);
+const formData = ref<CrmCustomerApi.Customer>();
+const getTitle = computed(() => {
+  return formData.value?.id
+    ? $t('ui.actionTitle.edit', ['客户'])
+    : $t('ui.actionTitle.create', ['客户']);
+});
+
+const [Form, formApi] = useVbenForm({
+  commonConfig: {
+    componentProps: {
+      class: 'w-full',
+    },
+    labelWidth: 100,
+  },
+  wrapperClass: 'grid-cols-2',
+  layout: 'horizontal',
+  schema: useFormSchema(),
+  showDefaultActions: false,
+});
+
+const [Modal, modalApi] = useVbenModal({
+  async onConfirm() {
+    const { valid } = await formApi.validate();
+    if (!valid) {
+      return;
+    }
+    modalApi.lock();
+    // 提交表单
+    const data = (await formApi.getValues()) as CrmCustomerApi.Customer;
+    try {
+      await (formData.value?.id ? updateCustomer(data) : createCustomer(data));
+      // 关闭并提示
+      await modalApi.close();
+      emit('success');
+      ElMessage.success($t('ui.actionMessage.operationSuccess'));
+    } finally {
+      modalApi.unlock();
+    }
+  },
+  async onOpenChange(isOpen: boolean) {
+    if (!isOpen) {
+      formData.value = undefined;
+      return;
+    }
+    // 加载数据
+    const data = modalApi.getData<CrmCustomerApi.Customer>();
+    if (!data || !data.id) {
+      return;
+    }
+    modalApi.lock();
+    try {
+      formData.value = await getCustomer(data.id);
+      // 设置到 values
+      await formApi.setValues(formData.value);
+    } finally {
+      modalApi.unlock();
+    }
+  },
+});
+</script>
+
+<template>
+  <Modal :title="getTitle" class="w-2/5">
+    <Form class="mx-4" />
+  </Modal>
+</template>

apps/web-ele/src/views/crm/customer/modules/import-form.vue

@@ -0,0 +1,87 @@
+<script lang="ts" setup>
+import type { UploadRawFile } from 'element-plus';
+
+import { useVbenModal } from '@vben/common-ui';
+import { downloadFileFromBlobPart } from '@vben/utils';
+
+import { ElButton, ElMessage, ElUpload } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import { importCustomer, importCustomerTemplate } from '#/api/crm/customer';
+import { $t } from '#/locales';
+
+import { useImportFormSchema } from '../data';
+
+const emit = defineEmits(['success']);
+
+const [Form, formApi] = useVbenForm({
+  commonConfig: {
+    formItemClass: 'col-span-2',
+    labelWidth: 120,
+  },
+  layout: 'horizontal',
+  schema: useImportFormSchema(),
+  showDefaultActions: false,
+});
+
+const [Modal, modalApi] = useVbenModal({
+  async onConfirm() {
+    const { valid } = await formApi.validate();
+    if (!valid) {
+      return;
+    }
+    modalApi.lock();
+    // 提交表单
+    const data = await formApi.getValues();
+    try {
+      await importCustomer({
+        ownerUserId: data.ownerUserId,
+        file: data.file,
+        updateSupport: data.updateSupport,
+      });
+      // 关闭并提示
+      await modalApi.close();
+      emit('success');
+      ElMessage.success($t('ui.actionMessage.operationSuccess'));
+    } finally {
+      modalApi.unlock();
+    }
+  },
+});
+
+/** 上传前 */
+function beforeUpload(file: UploadRawFile) {
+  formApi.setFieldValue('file', file);
+  return false;
+}
+
+/** 下载模版 */
+async function handleDownload() {
+  const data = await importCustomerTemplate();
+  downloadFileFromBlobPart({ fileName: '客户导入模板.xls', source: data });
+}
+</script>
+
+<template>
+  <Modal title="客户导入" class="w-1/3">
+    <Form class="mx-4">
+      <template #file>
+        <div class="w-full">
+          <ElUpload
+            :limit="1"
+            accept=".xls,.xlsx"
+            :before-upload="beforeUpload"
+            :auto-upload="false"
+          >
+            <ElButton type="primary"> 选择 Excel 文件 </ElButton>
+          </ElUpload>
+        </div>
+      </template>
+    </Form>
+    <template #prepend-footer>
+      <div class="flex flex-auto items-center">
+        <ElButton @click="handleDownload"> 下载导入模板 </ElButton>
+      </div>
+    </template>
+  </Modal>
+</template>

apps/web-ele/src/views/crm/customer/pool/data.ts

@@ -0,0 +1,161 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'name',
+      label: '客户名称',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入客户名称',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'mobile',
+      label: '手机',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入手机',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'industryId',
+      label: '所属行业',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_INDUSTRY, 'number'),
+        placeholder: '请选择所属行业',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'level',
+      label: '客户级别',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_LEVEL, 'number'),
+        placeholder: '请选择客户级别',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'source',
+      label: '客户来源',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_CUSTOMER_SOURCE, 'number'),
+        placeholder: '请选择客户来源',
+        allowClear: true,
+      },
+    },
+  ];
+}
+
+export function useGridColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      title: '客户名称',
+      field: 'name',
+      minWidth: 160,
+      fixed: 'left',
+      slots: { default: 'name' },
+    },
+    {
+      title: '客户来源',
+      field: 'source',
+      minWidth: 100,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_CUSTOMER_SOURCE },
+      },
+    },
+    {
+      title: '手机',
+      field: 'mobile',
+      minWidth: 120,
+    },
+    {
+      title: '电话',
+      field: 'telephone',
+      minWidth: 120,
+    },
+    {
+      title: '邮箱',
+      field: 'email',
+      minWidth: 140,
+    },
+    {
+      title: '客户级别',
+      field: 'level',
+      minWidth: 135,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_CUSTOMER_LEVEL },
+      },
+    },
+    {
+      title: '客户行业',
+      field: 'industryId',
+      minWidth: 100,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_CUSTOMER_INDUSTRY },
+      },
+    },
+    {
+      title: '下次联系时间',
+      field: 'contactNextTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '备注',
+      field: 'remark',
+      minWidth: 200,
+    },
+    {
+      title: '成交状态',
+      field: 'dealStatus',
+      minWidth: 80,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.INFRA_BOOLEAN_STRING },
+      },
+    },
+    {
+      title: '最后跟进时间',
+      field: 'contactLastTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '最后跟进记录',
+      field: 'contactLastContent',
+      minWidth: 200,
+    },
+    {
+      title: '更新时间',
+      field: 'updateTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '创建时间',
+      field: 'createTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '创建人',
+      field: 'creatorName',
+      minWidth: 100,
+    },
+  ];
+}

apps/web-ele/src/views/crm/customer/pool/index.vue

@@ -0,0 +1,97 @@
+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmCustomerApi } from '#/api/crm/customer';
+
+import { useRouter } from 'vue-router';
+
+import { DocAlert, Page } from '@vben/common-ui';
+import { downloadFileFromBlobPart } from '@vben/utils';
+
+import { ElButton } from 'element-plus';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import { exportCustomer, getCustomerPage } from '#/api/crm/customer';
+import { $t } from '#/locales';
+
+import { useGridColumns, useGridFormSchema } from './data';
+
+const { push } = useRouter();
+
+/** 导出表格 */
+async function handleExport() {
+  const data = await exportCustomer(await gridApi.formApi.getValues());
+  downloadFileFromBlobPart({ fileName: '客户公海.xls', source: data });
+}
+
+/** 查看客户详情 */
+function handleDetail(row: CrmCustomerApi.Customer) {
+  push({ name: 'CrmCustomerDetail', params: { id: row.id } });
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  formOptions: {
+    schema: useGridFormSchema(),
+  },
+  gridOptions: {
+    columns: useGridColumns(),
+    height: 'auto',
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }, formValues) => {
+          return await getCustomerPage({
+            pageNo: page.currentPage,
+            pageSize: page.pageSize,
+            pool: true,
+            ...formValues,
+          });
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      refresh: true,
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmCustomerApi.Customer>,
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <template #doc>
+      <DocAlert
+        title="【客户】客户管理、公海客户"
+        url="https://doc.iocoder.cn/crm/customer/"
+      />
+      <DocAlert
+        title="【通用】数据权限"
+        url="https://doc.iocoder.cn/crm/permission/"
+      />
+    </template>
+
+    <Grid>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.export'),
+              type: 'primary',
+              icon: ACTION_ICON.DOWNLOAD,
+              auth: ['crm:customer:export'],
+              onClick: handleExport,
+            },
+          ]"
+        />
+      </template>
+      <template #name="{ row }">
+        <ElButton type="primary" link @click="handleDetail(row)">
+          {{ row.name }}
+        </ElButton>
+      </template>
+    </Grid>
+  </Page>
+</template>

apps/web-ele/src/views/crm/customer/poolConfig/data.ts

@@ -0,0 +1,84 @@
+import type { VbenFormSchema } from '#/adapter/form';
+
+export const schema: VbenFormSchema[] = [
+  {
+    component: 'RadioGroup',
+    fieldName: 'enabled',
+    label: '客户公海规则设置',
+    componentProps: {
+      options: [
+        { label: '开启', value: true },
+        { label: '关闭', value: false },
+      ],
+    },
+  },
+  {
+    component: 'InputNumber',
+    fieldName: 'contactExpireDays',
+    componentProps: {
+      min: 0,
+      precision: 0,
+      controlsPosition: 'right',
+      class: '!w-full',
+    },
+    renderComponentContent: () => ({
+      addonAfter: () => '天不跟进或',
+    }),
+    dependencies: {
+      triggerFields: ['enabled'],
+      show: (value) => value.enabled,
+    },
+  },
+  {
+    component: 'InputNumber',
+    fieldName: 'dealExpireDays',
+    renderComponentContent: () => ({
+      addonBefore: () => '或',
+      addonAfter: () => '天未成交',
+    }),
+    componentProps: {
+      min: 0,
+      precision: 0,
+      controlsPosition: 'right',
+      class: '!w-full',
+    },
+    dependencies: {
+      triggerFields: ['enabled'],
+      show: (value) => value.enabled,
+    },
+  },
+  {
+    component: 'RadioGroup',
+    fieldName: 'notifyEnabled',
+    label: '提前提醒设置',
+    componentProps: {
+      options: [
+        { label: '开启', value: true },
+        { label: '关闭', value: false },
+      ],
+    },
+    dependencies: {
+      triggerFields: ['enabled'],
+      show: (value) => value.enabled,
+    },
+    defaultValue: false,
+  },
+  {
+    component: 'InputNumber',
+    fieldName: 'notifyDays',
+    componentProps: {
+      min: 0,
+      precision: 0,
+      controlsPosition: 'right',
+      class: '!w-full',
+    },
+    renderComponentContent: () => ({
+      addonBefore: () => '提前',
+      addonAfter: () => '天提醒',
+    }),
+    dependencies: {
+      triggerFields: ['notifyEnabled'],
+      show: (value) => value.enabled && value.notifyEnabled,
+    },
+  },
+];

apps/web-ele/src/views/crm/customer/poolConfig/index.vue

@@ -0,0 +1,69 @@
+<script lang="ts" setup>
+import type { CrmCustomerPoolConfigApi } from '#/api/crm/customer/poolConfig';
+
+import { onMounted } from 'vue';
+
+import { Page } from '@vben/common-ui';
+
+import { ElCard, ElMessage } from 'element-plus';
+
+import { useVbenForm } from '#/adapter/form';
+import {
+  getCustomerPoolConfig,
+  saveCustomerPoolConfig,
+} from '#/api/crm/customer/poolConfig';
+import { $t } from '#/locales';
+
+import { schema } from './data';
+
+const [Form, formApi] = useVbenForm({
+  commonConfig: {
+    labelClass: 'w-100',
+  },
+  layout: 'horizontal',
+  schema,
+  handleSubmit,
+});
+
+/** 提交表单 */
+async function handleSubmit() {
+  const { valid } = await formApi.validate();
+  if (!valid) {
+    return;
+  }
+  // 提交表单
+  const data =
+    (await formApi.getValues()) as CrmCustomerPoolConfigApi.CustomerPoolConfig;
+  if (!data.enabled) {
+    data.contactExpireDays = undefined;
+    data.dealExpireDays = undefined;
+    data.notifyEnabled = false;
+  }
+  if (!data.notifyEnabled) {
+    data.notifyDays = undefined;
+  }
+  await saveCustomerPoolConfig(data);
+  // 关闭并提示
+  await formApi.setValues(data);
+  ElMessage.success($t('ui.actionMessage.operationSuccess'));
+}
+
+/** 获取配置 */
+async function getConfigInfo() {
+  const res = await getCustomerPoolConfig();
+  await formApi.setValues(res);
+}
+
+/** 初始化 */
+onMounted(() => {
+  getConfigInfo();
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <ElCard title="客户公海规则设置">
+      <Form class="w-1/4" />
+    </ElCard>
+  </Page>
+</template>