CRM：完善回款

(cherry picked from commit 41e5cf667e)

src/api/crm/receivable/index.ts

@@ -12,7 +12,6 @@ export interface ReceivableVO {
   returnType: string
   price: number
   ownerUserId: number
-  sort: number
   remark: string
 }
 
@@ -50,3 +49,8 @@ export const deleteReceivable = async (id: number) => {
 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}` })
+}

src/api/crm/receivable/plan/index.ts

@@ -31,6 +31,13 @@ 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 getReceivablePlanListByContractId = async (customerId: number, contractId: number) => {
+  return await request.get({
+    url: `/crm/receivable-plan/list-all-simple-by-customer?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 })

src/views/crm/receivable/ReceivableForm.vue

@@ -1,58 +1,65 @@
 <template>
-  <Dialog :title="dialogTitle" v-model="dialogVisible">
+  <Dialog v-model="dialogVisible" :title="dialogTitle">
     <el-form
       ref="formRef"
+      v-loading="formLoading"
       :model="formData"
       :rules="formRules"
       label-width="100px"
-      v-loading="formLoading"
     >
+      <el-row>
+        <el-col :span="12">
           <el-form-item label="回款编号" prop="no">
             <el-input v-model="formData.no" placeholder="请输入回款编号" />
           </el-form-item>
-      <el-form-item label="回款计划" prop="planId">
+        </el-col>
-        <el-input v-model="formData.planId" placeholder="请输入回款计划" />
+        <el-col :span="12">
-      </el-form-item>
           <el-form-item label="客户名称" prop="customerId">
-        <el-input v-model="formData.customerId" placeholder="请输入客户名称" />
+            <el-select v-model="formData.customerId" class="w-1/1" placeholder="请选择客户">
+              <el-option
+                v-for="item in customerList"
+                :key="item.id"
+                :label="item.name"
+                :value="item.id"
+              />
+            </el-select>
           </el-form-item>
+        </el-col>
+        <el-col :span="12">
           <el-form-item label="合同名称" prop="contractId">
-        <el-input v-model="formData.contractId" placeholder="请输入合同名称" />
+            <el-select
-      </el-form-item>
+              v-model="formData.contractId"
-      <!--<el-form-item label="审批状态" prop="checkStatus">
+              :disabled="!formData.customerId"
-        <el-select v-model="formData.checkStatus" placeholder="请选择审批状态">
+              class="!w-100%"
+              placeholder="请选择合同"
+            >
               <el-option
-            v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS)"
+                v-for="data in contractList"
-            :key="dict.value"
+                :key="data.id"
-            :label="dict.label"
+                :label="data.name"
-            :value="dict.value"
+                :value="data.id!"
-          />
-        </el-select>
-      </el-form-item>-->
-      <!--<el-form-item label="工作流编号" prop="processInstanceId">
-        <el-input v-model="formData.processInstanceId" placeholder="请输入工作流编号" />
-      </el-form-item>-->
-      <el-form-item label="回款日期" prop="returnTime">
-        <el-date-picker
-          v-model="formData.returnTime"
-          type="date"
-          value-format="x"
-          placeholder="选择回款日期"
-        />
-      </el-form-item>
-      <el-form-item label="回款方式" prop="returnType">
-        <el-select v-model="formData.returnType" placeholder="请选择回款方式">
-          <el-option
-            v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
-            :key="dict.value"
-            :label="dict.label"
-            :value="dict.value"
               />
             </el-select>
           </el-form-item>
-      <el-form-item label="回款金额" prop="price">
+        </el-col>
-        <el-input-number v-model="formData.price" placeholder="请输入回款金额" />
+        <el-col :span="12">
+          <el-form-item label="回款期数" prop="planId">
+            <el-select
+              v-model="formData.planId"
+              :disabled="!formData.contractId"
+              class="!w-100%"
+              placeholder="请选择回款期数"
+            >
+              <el-option
+                v-for="data in receivablePlanList"
+                :key="data.id"
+                :label="data.period + '期'"
+                :value="data.id!"
+              />
+            </el-select>
           </el-form-item>
+        </el-col>
+        <el-col :span="12">
           <el-form-item label="负责人" prop="ownerUserId">
             <el-select v-model="formData.ownerUserId" clearable placeholder="请输入负责人">
               <el-option
@@ -63,36 +70,65 @@
               />
             </el-select>
           </el-form-item>
-      <el-form-item label="批次" prop="batchId">
+        </el-col>
-        <el-input-number v-model="formData.batchId" placeholder="请输入批次" />
+        <el-col :span="12">
-      </el-form-item>
+          <el-form-item label="回款方式" prop="returnType">
-      <el-form-item label="显示排序" prop="sort">
+            <el-select v-model="formData.returnType" placeholder="请选择回款方式">
-        <el-input-number v-model="formData.sort" :min="0" controls-position="right" />
-      </el-form-item>
-      <!--<el-form-item label="状态" prop="status">
-        <el-select v-model="formData.status" placeholder="请选择状态">
               <el-option
-            v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)"
+                v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
                 :key="dict.value"
                 :label="dict.label"
                 :value="dict.value"
               />
             </el-select>
-      </el-form-item>-->
-      <el-form-item label="备注" prop="remark">
-        <el-input type="textarea" :rows="3" v-model="formData.remark" placeholder="请输入备注" />
           </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="回款金额" prop="price">
+            <el-input-number
+              v-model="formData.price"
+              class="!w-100%"
+              controls-position="right"
+              placeholder="请输入回款金额"
+            />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="回款日期" prop="returnTime">
+            <el-date-picker
+              v-model="formData.returnTime"
+              placeholder="选择回款日期"
+              type="date"
+              value-format="x"
+            />
+          </el-form-item>
+        </el-col>
+        <el-col :span="24">
+          <el-form-item label="备注" prop="remark">
+            <el-input
+              v-model="formData.remark"
+              :rows="3"
+              placeholder="请输入备注"
+              type="textarea"
+            />
+          </el-form-item>
+        </el-col>
+      </el-row>
     </el-form>
     <template #footer>
-      <el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
+      <el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
       <el-button @click="dialogVisible = false">取 消</el-button>
     </template>
   </Dialog>
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
-import { DICT_TYPE, getIntDictOptions, getStrDictOptions } from '@/utils/dict'
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import * as ReceivableApi from '@/api/crm/receivable'
 import * as UserApi from '@/api/system/user'
+import * as CustomerApi from '@/api/crm/customer'
+import * as ContractApi from '@/api/crm/contract'
+import { useUserStore } from '@/store/modules/user'
+import { DICT_TYPE, getStrDictOptions } from '@/utils/dict'
 
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
@@ -101,29 +137,19 @@ const dialogVisible = ref(false) // 弹窗的是否展示
 const dialogTitle = ref('') // 弹窗的标题
 const formLoading = ref(false) // 表单的加载中：1）修改时的数据加载；2）提交的按钮禁用
 const formType = ref('') // 表单的类型：create - 新增；update - 修改
-const formData = ref({
+const formData = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO)
-  id: undefined,
+const formRules = reactive({
-  no: undefined,
+  no: [{ required: true, message: '回款编号不能为空', trigger: 'blur' }],
-  planId: undefined,
+  customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
-  customerId: undefined,
+  contractId: [{ required: true, message: '合同不能为空', trigger: 'blur' }],
-  contractId: undefined,
+  auditStatus: [{ required: true, message: '审批状态不能为空', trigger: 'blur' }],
-  checkStatus: undefined,
+  returnTime: [{ required: true, message: '回款日期不能为空', trigger: 'blur' }],
-  processInstanceId: undefined,
+  price: [{ required: true, message: '回款金额不能为空', trigger: 'blur' }]
-  returnTime: undefined,
-  returnType: undefined,
-  price: undefined,
-  ownerUserId: undefined,
-  batchId: undefined,
-  sort: undefined,
-  dataScope: undefined,
-  dataScopeDeptIds: undefined,
-  status: undefined,
-  remark: undefined
 })
-// const formRules = reactive({
-//   status: [{ required: true, message: '状态不能为空', trigger: 'change' }]
-// })
 const formRef = ref() // 表单 Ref
+const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
+const contractList = ref<ContractApi.ContractVO[]>([]) // 合同列表
+const receivablePlanList = ref<ReceivablePlanApi.ReceivablePlanVO[]>([]) // 回款计划列表
 
 /** 打开弹窗 */
 const open = async (type: string, id?: number) => {
@@ -142,6 +168,12 @@ const open = async (type: string, id?: number) => {
   }
   // 获得用户列表
   userList.value = await UserApi.getSimpleUserList()
+  // 获得客户列表
+  customerList.value = await CustomerApi.getCustomerSimpleList()
+  // 默认新建时选中自己
+  if (formType.value === 'create') {
+    formData.value.ownerUserId = useUserStore().getUser.id
+  }
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗
 
@@ -173,25 +205,54 @@ const submitForm = async () => {
 
 /** 重置表单 */
 const resetForm = () => {
-  formData.value = {
+  formData.value = {} as ReceivableApi.ReceivableVO
-    id: undefined,
-    no: undefined,
-    planId: undefined,
-    customerId: undefined,
-    contractId: undefined,
-    checkStatus: undefined,
-    processInstanceId: undefined,
-    returnTime: undefined,
-    returnType: undefined,
-    price: undefined,
-    ownerUserId: undefined,
-    batchId: undefined,
-    sort: undefined,
-    dataScope: undefined,
-    dataScopeDeptIds: undefined,
-    status: undefined,
-    remark: undefined
-  }
   formRef.value?.resetFields()
 }
+
+const getContractList = async (customerId: number) => {
+  contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
+}
+const getReceivablePlanList = async (contractId: number) => {
+  receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanListByContractId(
+    formData.value.customerId,
+    contractId
+  )
+}
+watch(
+  () => formData.value.customerId,
+  (newVal) => {
+    if (!newVal) {
+      return
+    }
+    getContractList(newVal)
+  },
+  {
+    immediate: true
+  }
+)
+watch(
+  () => formData.value.contractId,
+  (newVal) => {
+    if (!newVal) {
+      return
+    }
+    getReceivablePlanList(newVal)
+  },
+  {
+    immediate: true
+  }
+)
+watch(
+  () => formData.value.planId,
+  (newVal) => {
+    if (!newVal) {
+      return
+    }
+    const receivablePlan = receivablePlanList.value.find((item) => item.id === newVal)
+    // 只有没有金额的时候才设置
+    if (!formData.value.price || formData.value.price === 0) {
+      formData.value.price = receivablePlan!.price
+    }
+  }
+)
 </script>

src/views/crm/receivable/index.vue

@@ -2,49 +2,63 @@
   <ContentWrap>
     <!-- 搜索工作栏 -->
     <el-form
-      class="-mb-15px"
-      :model="queryParams"
       ref="queryFormRef"
       :inline="true"
+      :model="queryParams"
+      class="-mb-15px"
       label-width="68px"
     >
       <el-form-item label="回款编号" prop="no">
         <el-input
           v-model="queryParams.no"
-          placeholder="请输入回款编号"
-          clearable
-          @keyup.enter="handleQuery"
           class="!w-240px"
+          clearable
+          placeholder="请输入回款编号"
+          @keyup.enter="handleQuery"
         />
       </el-form-item>
       <el-form-item label="客户名称" prop="customerId">
-        <el-input
+        <el-select
           v-model="queryParams.customerId"
-          placeholder="请输入客户名称"
-          clearable
-          @keyup.enter="handleQuery"
           class="!w-240px"
+          placeholder="请选择客户"
+          @keyup.enter="handleQuery"
+        >
+          <el-option
+            v-for="item in customerList"
+            :key="item.id"
+            :label="item.name"
+            :value="item.id"
           />
+        </el-select>
       </el-form-item>
       <el-form-item>
-        <el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
+        <el-button @click="handleQuery">
-        <el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
+          <Icon class="mr-5px" icon="ep:search" />
-        <el-button
+          搜索
-          type="primary"
+        </el-button>
-          plain
+        <el-button @click="resetQuery">
-          @click="openForm('create')"
+          <Icon class="mr-5px" icon="ep:refresh" />
-          v-hasPermi="['crm:receivable:create']"
+          重置
-        >
-          <Icon icon="ep:plus" class="mr-5px" /> 新增
         </el-button>
         <el-button
-          type="success"
+          v-hasPermi="['crm:receivable:create']"
           plain
-          @click="handleExport"
+          type="primary"
-          :loading="exportLoading"
+          @click="openForm('create')"
-          v-hasPermi="['crm:receivable:export']"
         >
-          <Icon icon="ep:download" class="mr-5px" /> 导出
+          <Icon class="mr-5px" icon="ep:plus" />
+          新增
+        </el-button>
+        <el-button
+          v-hasPermi="['crm:receivable:export']"
+          :loading="exportLoading"
+          plain
+          type="success"
+          @click="handleExport"
+        >
+          <Icon class="mr-5px" icon="ep:download" />
+          导出
         </el-button>
       </el-form-item>
     </el-form>
@@ -52,66 +66,63 @@
 
   <!-- 列表 -->
   <ContentWrap>
-    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
-      <el-table-column label="ID" align="center" prop="id" />
+      <el-table-column align="center" label="回款编号" prop="no" />
-      <el-table-column label="回款编号" align="center" prop="no" />
+      <el-table-column align="center" label="客户" prop="customerName" />
-      <!-- <el-table-column label="回款计划ID" align="center" prop="planId" />-->
+      <el-table-column align="center" label="合同" prop="contractName" />
-      <el-table-column label="客户" align="center" prop="customerId" />
-      <el-table-column label="合同" align="center" prop="contractId" />
-      <el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
-        </template>
-      </el-table-column>
-      <!-- <el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
       <el-table-column
-        label="回款日期"
-        align="center"
-        prop="returnTime"
         :formatter="dateFormatter2"
+        align="center"
+        label="回款日期"
+        prop="returnTime"
         width="150px"
       />
-      <el-table-column label="回款方式" align="center" prop="returnType" width="130px">
+      <el-table-column align="center" label="回款方式" prop="returnType" width="130px">
         <template #default="scope">
           <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
         </template>
       </el-table-column>
-      <el-table-column label="回款金额(元)" align="center" prop="price" />
+      <el-table-column align="center" label="回款金额(元)" prop="price" />
-      <el-table-column label="负责人" align="center" prop="ownerUserId" />
+      <el-table-column align="center" label="负责人" prop="ownerUserId" />
-      <el-table-column label="批次" align="center" prop="batchId" />
+      <el-table-column align="center" label="备注" prop="remark" />
-      <!--<el-table-column label="显示顺序" align="center" prop="sort" />-->
+      <el-table-column align="center" fixed="right" label="回款状态" prop="auditStatus" width="120">
-      <el-table-column label="状态" align="center" prop="status">
         <template #default="scope">
-          <dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
         </template>
       </el-table-column>
-      <el-table-column label="备注" align="center" prop="remark" />
+      <el-table-column align="center" fixed="right" label="操作" width="180px">
-      <el-table-column
-        label="创建时间"
-        align="center"
-        prop="createTime"
-        :formatter="dateFormatter"
-        width="180px"
-      />
-      <el-table-column label="操作" align="center" width="180px">
         <template #default="scope">
-          <!-- todo @liuhongfeng：用路径参数哈，receivableId -->
-          <!--<router-link :to="'/crm/receivable-plan?receivableId=' + scope.row.receivableId">
-            <el-button link type="primary">详情</el-button>
-          </router-link>-->
           <el-button
+            v-hasPermi="['crm:receivable:update']"
             link
             type="primary"
             @click="openForm('update', scope.row.id)"
-            v-hasPermi="['crm:receivable:update']"
           >
             编辑
           </el-button>
           <el-button
+            v-if="scope.row.auditStatus === 0"
+            v-hasPermi="['crm:receivable:update']"
+            link
+            type="primary"
+            @click="handleSubmit(scope.row)"
+          >
+            提交审核
+          </el-button>
+          <el-button
+            v-else
+            v-hasPermi="['crm:receivable:update']"
+            link
+            type="primary"
+            @click="handleProcessDetail(scope.row)"
+          >
+            查看审批
+          </el-button>
+          <el-button
+            v-hasPermi="['crm:receivable:delete']"
             link
             type="danger"
             @click="handleDelete(scope.row.id)"
-            v-hasPermi="['crm:receivable:delete']"
           >
             删除
           </el-button>
@@ -120,9 +131,9 @@
     </el-table>
     <!-- 分页 -->
     <Pagination
-      :total="total"
-      v-model:page="queryParams.pageNo"
       v-model:limit="queryParams.pageSize"
+      v-model:page="queryParams.pageNo"
+      :total="total"
       @pagination="getList"
     />
   </ContentWrap>
@@ -131,26 +142,27 @@
   <ReceivableForm ref="formRef" @success="getList" />
 </template>
 
-<script setup lang="ts">
+<script lang="ts" setup>
 import { DICT_TYPE } from '@/utils/dict'
-import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import { dateFormatter2 } from '@/utils/formatTime'
 import download from '@/utils/download'
 import * as ReceivableApi from '@/api/crm/receivable'
 import ReceivableForm from './ReceivableForm.vue'
+import * as CustomerApi from '@/api/crm/customer'
 
 defineOptions({ name: 'Receivable' })
 
 const message = useMessage() // 消息弹窗
 const { t } = useI18n() // 国际化
-
+const { push } = useRouter() // 路由
 const loading = ref(true) // 列表的加载中
 const total = ref(0) // 列表的总页数
 const list = ref([]) // 列表的数据
 const queryParams = reactive({
   pageNo: 1,
   pageSize: 10,
-  no: null,
+  no: undefined,
-  customerId: null
+  customerId: undefined
 })
 const queryFormRef = ref() // 搜索的表单
 const exportLoading = ref(false) // 导出的加载中
@@ -198,6 +210,19 @@ const handleDelete = async (id: number) => {
   } catch {}
 }
 
+/** 提交审核 **/
+const handleSubmit = async (row: ReceivableApi.ReceivableVO) => {
+  await message.confirm(`您确定提交编号为【${row.no}】的回款审核吗？`)
+  await ReceivableApi.submitReceivable(row.id)
+  message.success('提交审核成功！')
+  await getList()
+}
+
+/** 查看审批 */
+const handleProcessDetail = (row: ReceivableApi.ReceivableVO) => {
+  push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
+}
+// TODO puhui999: 回款流程审批表单详情查看后面完善
 /** 导出按钮操作 */
 const handleExport = async () => {
   try {
@@ -212,9 +237,11 @@ const handleExport = async () => {
     exportLoading.value = false
   }
 }
-
+const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
 /** 初始化 **/
-onMounted(() => {
+onMounted(async () => {
-  getList()
+  await getList()
+  // 获得客户列表
+  customerList.value = await CustomerApi.getCustomerSimpleList()
 })
 </script>

src/views/crm/receivable/plan/index.vue

@@ -8,7 +8,7 @@
       class="-mb-15px"
       label-width="68px"
     >
-      <el-form-item label="客户" prop="customerId">
+      <el-form-item label="客户名称" prop="customerId">
         <el-select
           v-model="queryParams.customerId"
           class="!w-240px"
@@ -70,7 +70,7 @@
       <el-table-column align="center" label="客户名称" prop="customerName" width="150px" />
       <el-table-column align="center" label="合同编号" prop="contractNo" width="200px" />
       <el-table-column align="center" label="期数" prop="period" />
-      <el-table-column align="center" label="计划回款" prop="price" />
+      <el-table-column align="center" label="计划回款(元)" prop="price" width="120" />
       <el-table-column
         :formatter="dateFormatter2"
         align="center"