Merge remote-tracking branch 'yudao/dev' into dev-crm

This commit is contained in:
puhui999 2024-02-27 23:36:16 +08:00
commit 1694827c6c
37 changed files with 1442 additions and 543 deletions

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@ -1,22 +0,0 @@
import request from '@/config/axios'
// TODO 芋艿:融合下
// 5. 获得待审核合同数量
export const getCheckContractCount = async () => {
return await request.get({ url: '/crm/contract/check-contract-count' })
}
// 6. 获得待审核回款数量
export const getCheckReceivablesCount = async () => {
return await request.get({ url: '/crm/receivable/check-receivables-count' })
}
// 7. 获得待回款提醒数量
export const getRemindReceivablePlanCount = async () => {
return await request.get({ url: '/crm/receivable-plan/remind-receivable-plan-count' })
}
// 8. 获得即将到期的合同数量
export const getEndContractCount = async () => {
return await request.get({ url: '/crm/contract/end-contract-count' })
}

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@ -21,6 +21,7 @@ export interface ContractVO {
totalProductPrice: number
discountPercent: number
totalPrice: number
totalReceivablePrice: number
signContactId: number
signContactName?: string
signUserId: number
@ -66,9 +67,9 @@ export const getContract = async (id: number) => {
}
// 查询 CRM 合同下拉列表
export const getCrmContractSimpleListByCustomerId = async (customerId: number) => {
export const getContractSimpleList = async (customerId: number) => {
return await request.get({
url: `/crm/contract/list-all-simple-by-customer?customerId=${customerId}`
url: `/crm/contract/simple-list?customerId=${customerId}`
})
}

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@ -5,14 +5,24 @@ export interface ReceivableVO {
no: string
planId: number
customerId: number
customerName?: string
contractId: number
contract?: {
no: string
totalPrice: number
}
auditStatus: number
processInstanceId: number
returnTime: Date
returnType: string
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
@ -54,3 +64,8 @@ export const exportReceivable = async (params) => {
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' })
}

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@ -4,16 +4,26 @@ export interface ReceivablePlanVO {
id: number
period: number
receivableId: number
finishStatus: number
processInstanceId: 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
@ -32,9 +42,9 @@ export const getReceivablePlan = async (id: number) => {
}
// 查询回款计划下拉数据
export const getReceivablePlanListByContractId = async (customerId: number, contractId: number) => {
export const getReceivablePlanSimpleList = async (customerId: number, contractId: number) => {
return await request.get({
url: `/crm/receivable-plan/list-all-simple-by-customer?customerId=${customerId}&contractId=${contractId}`
url: `/crm/receivable-plan/simple-list?customerId=${customerId}&contractId=${contractId}`
})
}
@ -57,3 +67,8 @@ export const deleteReceivablePlan = async (id: number) => {
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' })
}

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@ -539,6 +539,28 @@ const remainingRouter: AppRouteRecordRaw[] = [
},
component: () => import('@/views/crm/contract/detail/index.vue')
},
{
path: 'receivable-plan/detail/:id',
name: 'CrmReceivablePlanDetail',
meta: {
title: '回款计划详情',
noCache: true,
hidden: true,
activeMenu: '/crm/receivable-plan'
},
component: () => import('@/views/crm/receivable/plan/detail/index.vue')
},
{
path: 'receivable/detail/:id',
name: 'CrmReceivableDetail',
meta: {
title: '回款详情',
noCache: true,
hidden: true,
activeMenu: '/crm/receivable'
},
component: () => import('@/views/crm/receivable/detail/index.vue')
},
{
path: 'contact/detail/:id',
name: 'CrmContactDetail',

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@ -101,7 +101,24 @@
</el-table-column>
<el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
<el-table-column align="center" label="备注" prop="remark" width="200" />
<!-- TODO @puhui999后续可加 已收款金额未收款金额 -->
<el-table-column
align="center"
label="已回款金额(元)"
prop="totalReceivablePrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
align="center"
label="未回款金额(元)"
prop="totalReceivablePrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
>
<template #default="scope">
{{ erpPriceInputFormatter(scope.row.totalPrice - scope.row.totalReceivablePrice) }}
</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
@ -159,7 +176,7 @@ import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
import * as ContractApi from '@/api/crm/contract'
import { DICT_TYPE } from '@/utils/dict'
import { AUDIT_STATUS } from './common'
import { erpPriceTableColumnFormatter } from '@/utils'
import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
const loading = ref(true) //
const total = ref(0) //

View File

@ -101,7 +101,24 @@
</el-table-column>
<el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
<el-table-column align="center" label="备注" prop="remark" width="200" />
<!-- TODO @puhui999后续可加 已收款金额未收款金额 -->
<el-table-column
align="center"
label="已回款金额(元)"
prop="totalReceivablePrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
align="center"
label="未回款金额(元)"
prop="totalReceivablePrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
>
<template #default="scope">
{{ erpPriceInputFormatter(scope.row.totalPrice - scope.row.totalReceivablePrice) }}
</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
@ -160,7 +177,7 @@ import * as ContractApi from '@/api/crm/contract'
import { fenToYuanFormat } from '@/utils/formatter'
import { DICT_TYPE } from '@/utils/dict'
import { CONTRACT_EXPIRY_TYPE } from './common'
import { erpPriceTableColumnFormatter } from '@/utils'
import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
const loading = ref(true) //
const total = ref(0) //

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@ -0,0 +1,201 @@
<!-- 待审核回款 -->
<template>
<ContentWrap>
<div class="pb-5 text-xl"> 待审核回款 </div>
<!-- 搜索工作栏 -->
<el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef"
:inline="true"
label-width="68px"
>
<el-form-item label="合同状态" prop="auditStatus">
<el-select
v-model="queryParams.auditStatus"
class="!w-240px"
placeholder="状态"
@change="handleQuery"
>
<el-option
v-for="(option, index) in AUDIT_STATUS"
:label="option.label"
:value="option.value"
:key="index"
/>
</el-select>
</el-form-item>
</el-form>
</ContentWrap>
<!-- 列表 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column align="center" fixed="left" label="回款编号" prop="no" width="180">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.no }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" label="客户名称" prop="customerName" width="120">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
{{ scope.row.customerName }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" label="合同编号" prop="contractNo" width="180">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openContractDetail(scope.row.contractId)"
>
{{ scope.row.contract.no }}
</el-link>
</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter2"
align="center"
label="回款日期"
prop="returnTime"
width="150px"
/>
<el-table-column
align="center"
label="回款金额(元)"
prop="price"
width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<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 align="center" label="备注" prop="remark" width="200" />
<el-table-column
align="center"
label="合同金额(元)"
prop="contract.totalPrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="更新时间"
prop="updateTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
<el-table-column align="center" fixed="right" label="回款状态" prop="auditStatus" width="120">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="180px">
<template #default="scope">
<el-button
v-hasPermi="['crm:receivable:update']"
link
type="primary"
@click="handleProcessDetail(scope.row)"
>
查看审批
</el-button>
</template>
</el-table-column>
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/>
</ContentWrap>
</template>
<script setup lang="ts">
import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
import * as ReceivableApi from '@/api/crm/receivable'
import { AUDIT_STATUS } from './common'
import { erpPriceTableColumnFormatter } from '@/utils'
defineOptions({ name: 'CrmReceivableAuditList' })
const loading = ref(true) //
const total = ref(0) //
const list = ref([]) //
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
auditStatus: 10
})
const queryFormRef = ref() //
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
const data = await ReceivableApi.getReceivablePage(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 查看审批 */
const handleProcessDetail = (row: ReceivableApi.ReceivableVO) => {
push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
}
/** 打开回款详情 */
const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmReceivableDetail', params: { id } })
}
/** 打开客户详情 */
const openCustomerDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
}
/** 打开合同详情 */
const openContractDetail = (id: number) => {
push({ name: 'CrmContractDetail', params: { id } })
}
/** 激活时 */
onActivated(async () => {
await getList()
})
/** 初始化 **/
onMounted(() => {
getList()
})
</script>

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@ -0,0 +1,220 @@
<!-- 待回款提醒 -->
<template>
<ContentWrap>
<div class="pb-5 text-xl">待回款提醒</div>
<!-- 搜索工作栏 -->
<el-form
ref="queryFormRef"
:inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px"
>
<el-form-item label="合同状态" prop="remindType">
<el-select
v-model="queryParams.remindType"
class="!w-240px"
placeholder="状态"
@change="handleQuery"
>
<el-option
v-for="(option, index) in RECEIVABLE_REMIND_TYPE"
:label="option.label"
:value="option.value"
:key="index"
/>
</el-select>
</el-form-item>
</el-form>
</ContentWrap>
<ContentWrap>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="150">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
{{ scope.row.customerName }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" label="合同编号" prop="contractNo" width="200px" />
<el-table-column align="center" label="期数" prop="period">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.period }}
</el-link>
</template>
</el-table-column>
<el-table-column
align="center"
label="计划回款金额(元)"
prop="price"
width="160"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
:formatter="dateFormatter2"
align="center"
label="计划回款日期"
prop="returnTime"
width="180px"
/>
<el-table-column align="center" label="提前几天提醒" prop="remindDays" width="150" />
<el-table-column
align="center"
label="提醒日期"
prop="remindTime"
width="180px"
:formatter="dateFormatter2"
/>
<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 align="center" label="备注" prop="remark" />
<el-table-column label="负责人" prop="ownerUserName" width="120" />
<el-table-column
align="center"
label="实际回款金额(元)"
prop="receivable.price"
width="160"
>
<template #default="scope">
<el-text v-if="scope.row.receivable">
{{ erpPriceInputFormatter(scope.row.receivable.price) }}
</el-text>
<el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
</template>
</el-table-column>
<el-table-column
align="center"
label="实际回款日期"
prop="receivable.returnTime"
width="180px"
:formatter="dateFormatter2"
/>
<el-table-column
align="center"
label="实际回款金额(元)"
prop="receivable.price"
width="160"
>
<template #default="scope">
<el-text v-if="scope.row.receivable">
{{ erpPriceInputFormatter(scope.row.price - scope.row.receivable.price) }}
</el-text>
<el-text v-else>{{ erpPriceInputFormatter(scope.row.price) }}</el-text>
</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
label="更新时间"
prop="updateTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
<el-table-column align="center" fixed="right" label="操作" width="180px">
<template #default="scope">
<el-button
v-hasPermi="['crm:receivable:create']"
link
type="success"
@click="openReceivableForm(scope.row)"
:disabled="scope.row.receivableId"
>
创建回款
</el-button>
</template>
</el-table-column>
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/>
</ContentWrap>
<!-- 表单弹窗添加/修改 -->
<ReceivableForm ref="receivableFormRef" @success="getList" />
</template>
<script setup lang="ts">
import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
import { RECEIVABLE_REMIND_TYPE } from './common'
import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
import ReceivableForm from '@/views/crm/receivable/ReceivableForm.vue'
defineOptions({ name: 'ReceivablePlanRemindList' })
const loading = ref(true) //
const total = ref(0) //
const list = ref([]) //
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
remindType: 1
})
const queryFormRef = ref() //
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
const data = await ReceivablePlanApi.getReceivablePlanPage(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 创建回款操作 */
const receivableFormRef = ref()
const openReceivableForm = (row: ReceivablePlanApi.ReceivablePlanVO) => {
receivableFormRef.value.open('create', undefined, row)
}
/** 打开详情 */
const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmReceivablePlanDetail', params: { id } })
}
/** 打开客户详情 */
const openCustomerDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
}
/** 激活时 */
onActivated(async () => {
await getList()
})
/** 初始化 **/
onMounted(async () => {
await getList()
})
</script>

View File

@ -18,28 +18,29 @@
<CustomerTodayContactList v-if="leftMenu === 'customerTodayContact'" />
<ClueFollowList v-if="leftMenu === 'clueFollow'" />
<ContractAuditList v-if="leftMenu === 'contractAudit'" />
<CheckReceivables v-if="leftMenu === 'checkReceivables'" />
<ReceivableAuditList v-if="leftMenu === 'receivableAudit'" />
<ContractRemindList v-if="leftMenu === 'contractRemind'" />
<CustomerFollowList v-if="leftMenu === 'customerFollow'" />
<CustomerPutPoolRemindList v-if="leftMenu === 'customerPutPoolRemind'" />
<RemindReceivables v-if="leftMenu === 'remindReceivables'" />
<ReceivablePlanRemindList v-if="leftMenu === 'receivablePlanRemind'" />
</el-col>
</el-row>
</template>
<script lang="ts" setup>
import * as BacklogApi from '@/api/crm/backlog'
import CustomerFollowList from './components/CustomerFollowList.vue'
import CustomerTodayContactList from './components/CustomerTodayContactList.vue'
import CustomerPutPoolRemindList from './components/CustomerPutPoolRemindList.vue'
import ClueFollowList from './components/ClueFollowList.vue'
import ContractAuditList from './components/ContractAuditList.vue'
import ContractRemindList from './components/ContractRemindList.vue'
import RemindReceivables from './tables/RemindReceivables.vue'
import CheckReceivables from './tables/CheckReceivables.vue'
import ReceivablePlanRemindList from './components/ReceivablePlanRemindList.vue'
import ReceivableAuditList from './components/ReceivableAuditList.vue'
import * as CustomerApi from '@/api/crm/customer'
import * as ClueApi from '@/api/crm/clue'
import * as ContractApi from '@/api/crm/contract'
import * as ReceivableApi from '@/api/crm/receivable'
import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
defineOptions({ name: 'CrmBacklog' })
@ -51,8 +52,8 @@ const customerPutPoolRemindCount = ref(0)
const customerTodayContactCount = ref(0)
const contractAuditCount = ref(0)
const contractRemindCount = ref(0)
const checkReceivablesCount = ref(0)
const remindReceivablesCount = ref(0)
const receivableAuditCount = ref(0)
const receivablePlanRemindCount = ref(0)
const leftSides = ref([
{
@ -82,13 +83,13 @@ const leftSides = ref([
},
{
name: '待审核回款',
menu: 'checkReceivables',
count: checkReceivablesCount
menu: 'receivableAudit',
count: receivableAuditCount
},
{
name: '待回款提醒',
menu: 'remindReceivables',
count: remindReceivablesCount
menu: 'receivablePlanRemind',
count: receivablePlanRemindCount
},
{
name: '即将到期的合同',
@ -113,8 +114,10 @@ const getCount = () => {
ClueApi.getFollowClueCount().then((count) => (clueFollowCount.value = count))
ContractApi.getAuditContractCount().then((count) => (contractAuditCount.value = count))
ContractApi.getRemindContractCount().then((count) => (contractRemindCount.value = count))
BacklogApi.getCheckReceivablesCount().then((count) => (checkReceivablesCount.value = count))
BacklogApi.getRemindReceivablePlanCount().then((count) => (remindReceivablesCount.value = count))
ReceivableApi.getAuditReceivableCount().then((count) => (receivableAuditCount.value = count))
ReceivablePlanApi.getReceivablePlanRemindCount().then(
(count) => (receivablePlanRemindCount.value = count)
)
}
/** 激活时 */

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@ -1,124 +0,0 @@
<!-- 待审核回款 -->
<template>
<ContentWrap>
<div class="pb-5 text-xl"> 待审核回款 </div>
<!-- 搜索工作栏 -->
<el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef"
:inline="true"
label-width="68px"
>
<el-form-item label="合同状态" prop="auditStatus">
<el-select
v-model="queryParams.auditStatus"
class="!w-240px"
placeholder="状态"
@change="handleQuery"
>
<el-option
v-for="(option, index) in AUDIT_STATUS"
:label="option.label"
:value="option.value"
:key="index"
/>
</el-select>
</el-form-item>
</el-form>
</ContentWrap>
<!-- 列表 -->
<ContentWrap>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<el-table-column label="ID" align="center" prop="id" />
<el-table-column label="回款编号" align="center" prop="no" />
<!-- <el-table-column label="回款计划ID" align="center" prop="planId" />-->
<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"
width="150px"
/>
<el-table-column label="回款方式" align="center" 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 label="负责人" align="center" prop="ownerUserId" />
<el-table-column label="批次" align="center" prop="batchId" />
<!--<el-table-column label="显示顺序" align="center" prop="sort" />-->
<el-table-column label="状态" align="center" prop="status">
<template #default="scope">
<dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
</template>
</el-table-column>
<el-table-column label="备注" align="center" prop="remark" />
<el-table-column
label="创建时间"
align="center"
prop="createTime"
:formatter="dateFormatter"
width="180px"
/>
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/>
</ContentWrap>
</template>
<script setup lang="ts" name="CheckReceivables">
import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
import * as ReceivableApi from '@/api/crm/receivable'
import { AUDIT_STATUS } from './common'
const loading = ref(true) //
const total = ref(0) //
const list = ref([]) //
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
auditStatus: 20
})
const queryFormRef = ref() //
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
const data = await ReceivableApi.getReceivablePage(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 初始化 **/
onMounted(() => {
getList()
})
</script>
<style scoped></style>

View File

@ -1,128 +0,0 @@
<!-- 待回款提醒 -->
<template>
<ContentWrap>
<div class="pb-5 text-xl">待回款提醒</div>
<!-- 搜索工作栏 -->
<el-form
ref="queryFormRef"
:inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px"
>
<el-form-item label="合同状态" prop="remindType">
<el-select
v-model="queryParams.remindType"
class="!w-240px"
placeholder="状态"
@change="handleQuery"
>
<el-option
v-for="(option, index) in RECEIVABLE_REMIND_TYPE"
:label="option.label"
:value="option.value"
:key="index"
/>
</el-select>
</el-form-item>
</el-form>
</ContentWrap>
<ContentWrap>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
<!--<el-table-column label="ID" align="center" prop="id" />-->
<el-table-column label="客户名称" align="center" prop="customerId" width="150px" />
<el-table-column label="合同名称" align="center" prop="contractId" width="150px" />
<el-table-column label="期数" align="center" prop="period" />
<el-table-column label="计划回款" align="center" prop="price" />
<el-table-column
label="计划回款日期"
align="center"
prop="returnTime"
:formatter="dateFormatter2"
width="180px"
/>
<el-table-column label="提前几天提醒" align="center" prop="remindDays" />
<el-table-column label="完成状态" align="center" prop="status">
<template #default="scope">
<dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
</template>
</el-table-column>
<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 prop="ownerUserId" label="负责人" width="120">
<template #default="scope">
{{ userList.find((user) => user.id === scope.row.ownerUserId)?.nickname }}
</template>
</el-table-column>
<el-table-column label="显示顺序" align="center" prop="sort" />
<el-table-column label="备注" align="center" prop="remark" />
<el-table-column
label="创建时间"
align="center"
prop="createTime"
:formatter="dateFormatter"
width="180px"
/>
</el-table>
<!-- 分页 -->
<Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize"
@pagination="getList"
/>
</ContentWrap>
</template>
<script setup lang="ts" name="RemindReceivables">
import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
import * as UserApi from '@/api/system/user'
import { RECEIVABLE_REMIND_TYPE } from './common'
defineOptions({ name: 'ReceivablePlan' })
const loading = ref(true) //
const total = ref(0) //
const list = ref([]) //
const userList = ref<UserApi.UserVO[]>([]) //
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
remindType: 1
})
const queryFormRef = ref() //
/** 查询列表 */
const getList = async () => {
loading.value = true
try {
const data = await ReceivablePlanApi.getReceivablePlanPage(queryParams)
list.value = data.list
total.value = data.total
} finally {
loading.value = false
}
}
/** 搜索按钮操作 */
const handleQuery = () => {
queryParams.pageNo = 1
getList()
}
/** 初始化 **/
onMounted(async () => {
await getList()
//
userList.value = await UserApi.getSimpleUserList()
})
</script>
<style scoped></style>

View File

@ -1,38 +0,0 @@
/** 跟进状态 */
export const FOLLOWUP_STATUS = [
{ label: '已跟进', value: true },
{ label: '待跟进', value: false }
]
/** 归属范围 */
export const SCENE_TYPES = [
{ label: '我负责的', value: 1 },
{ label: '我参与的', value: 2 },
{ label: '下属负责的', value: 3 }
]
/** 联系状态 */
export const CONTACT_STATUS = [
{ label: '今日需联系', value: 1 },
{ label: '已逾期', value: 2 },
{ label: '已联系', value: 3 }
]
/** 审批状态 */
export const AUDIT_STATUS = [
{ label: '已审批', value: 20 },
{ label: '待审批', value: 10 }
]
/** 回款提醒类型 */
export const RECEIVABLE_REMIND_TYPE = [
{ label: '待回款', value: 1 },
{ label: '已逾期', value: 2 },
{ label: '已回款', value: 3 }
]
/** 合同过期状态 */
export const CONTRACT_EXPIRY_TYPE = [
{ label: '即将过期', value: 1 },
{ label: '已过期', value: 2 }
]

View File

@ -175,7 +175,6 @@ const formRules = reactive({
const formRef = ref() // Ref
const userOptions = ref<UserApi.UserVO[]>([]) //
const statusTypeList = ref([]) //
// TODO
const customerList = ref([]) //
/** 子表的表单 */

View File

@ -214,7 +214,6 @@ const formRules = reactive({
})
const formRef = ref() // Ref
const userOptions = ref<UserApi.UserVO[]>([]) //
// TODO
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
const contactList = ref<ContactApi.ContactVO[]>([]) //

View File

@ -235,7 +235,6 @@ const formRules = reactive({
})
const formRef = ref() // Ref
const userOptions = ref<UserApi.UserVO[]>([]) //
// TODO
const customerList = ref([]) //
const businessList = ref<BusinessApi.BusinessVO[]>([])
const contactList = ref<ContactApi.ContactVO[]>([])

View File

@ -26,8 +26,9 @@
<el-descriptions-item label="下单时间">
{{ formatDate(contract.orderDate) }}
</el-descriptions-item>
<!-- TODO 芋艿回款金额 -->
<el-descriptions-item label="回款金额(元)"> 待实现 </el-descriptions-item>
<el-descriptions-item label="回款金额(元)">
{{ erpPriceInputFormatter(contract.totalReceivablePrice) }}
</el-descriptions-item>
<el-descriptions-item label="负责人">
{{ contract.ownerUserName }}
</el-descriptions-item>

View File

@ -23,7 +23,7 @@
<ReceivablePlanList
:contract-id="contract.id!"
:customer-id="contract.customerId"
@crate-receivable="crateReceivable"
@create-receivable="createReceivable"
/>
<ReceivableList
ref="receivableListRef"
@ -108,8 +108,8 @@ const getOperateLog = async (contractId: number) => {
/** 从回款计划创建回款 */
const receivableListRef = ref<InstanceType<typeof ReceivableList>>() // Ref
const crateReceivable = (planData: any) => {
receivableListRef.value?.crateReceivable(planData)
const createReceivable = (planData: any) => {
receivableListRef.value?.createReceivable(planData)
}
/** 转移 */

View File

@ -150,7 +150,24 @@
</el-table-column>
<el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
<el-table-column align="center" label="备注" prop="remark" width="200" />
<!-- TODO @puhui999后续可加 已收款金额未收款金额 -->
<el-table-column
align="center"
label="已回款金额(元)"
prop="totalReceivablePrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
align="center"
label="未回款金额(元)"
prop="totalReceivablePrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
>
<template #default="scope">
{{ erpPriceInputFormatter(scope.row.totalPrice - scope.row.totalReceivablePrice) }}
</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
@ -246,8 +263,9 @@ import download from '@/utils/download'
import * as ContractApi from '@/api/crm/contract'
import ContractForm from './ContractForm.vue'
import { DICT_TYPE } from '@/utils/dict'
import { erpPriceTableColumnFormatter } from '@/utils'
import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
import * as CustomerApi from '@/api/crm/customer'
import { TabsPaneContext } from 'element-plus'
defineOptions({ name: 'CrmContract' })
@ -271,6 +289,12 @@ const exportLoading = ref(false) // 导出的加载中
const activeName = ref('1') // tab
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
/** tab 切换 */
const handleTabClick = (tab: TabsPaneContext) => {
queryParams.sceneType = tab.paneName
handleQuery()
}
/** 查询列表 */
const getList = async () => {
loading.value = true

View File

@ -81,6 +81,7 @@ const submitForm = async () => {
const formData = new FormData()
formData.append('updateSupport', updateSupport.value)
formData.append('file', fileList.value[0].raw)
// TODO @ uploadHeaders
await CustomerApi.handleImport(formData)
}

View File

@ -64,7 +64,7 @@
<ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
</el-tab-pane>
<el-tab-pane label="回款" lazy>
<ReceivablePlanList :customer-id="customer.id!" @crate-receivable="crateReceivable" />
<ReceivablePlanList :customer-id="customer.id!" @create-receivable="createReceivable" />
<ReceivableList ref="receivableListRef" :customer-id="customer.id!" />
</el-tab-pane>
<el-tab-pane label="操作日志">
@ -199,8 +199,8 @@ const getOperateLog = async () => {
/** 从回款计划创建回款 */
const receivableListRef = ref<InstanceType<typeof ReceivableList>>() // Ref
const crateReceivable = (planData: any) => {
receivableListRef.value?.crateReceivable(planData)
const createReceivable = (planData: any) => {
receivableListRef.value?.createReceivable(planData)
}
const close = () => {

View File

@ -82,7 +82,6 @@ const formRules = reactive({
maxCount: [{ required: true, message: '数量上限不能为空', trigger: 'blur' }]
})
const formRef = ref() // Ref
// TODO @
const deptTree = ref() //
const userOptions = ref<UserApi.UserVO[]>([]) //

View File

@ -129,7 +129,6 @@ const resetForm = (bizType: number, bizId: number) => {
}
onMounted(async () => {
//
// TODO
userOptions.value = await UserApi.getSimpleUserList()
})
</script>

View File

@ -40,7 +40,7 @@
</el-radio-group>
</el-form-item>
</el-form>
<!-- TODO 转移客户时需要额外有联系人商机合同 checkbox 选择 -->
<!-- TODO @puhui999 转移客户时需要额外有联系人商机合同 checkbox 选择 -->
<template #footer>
<el-button :disabled="formLoading" type="primary" @click="submitForm"> </el-button>
<el-button @click="dialogVisible = false"> </el-button>
@ -117,7 +117,6 @@ const resetForm = () => {
}
onMounted(async () => {
//
// TODO
userOptions.value = await UserApi.getSimpleUserList()
})
</script>

View File

@ -207,6 +207,6 @@ onMounted(async () => {
const data = await ProductCategoryApi.getProductCategoryList({})
productCategoryList.value = handleTree(data, 'id', 'parentId')
//
userList.value = await getSimpleUserList() // TODO
userList.value = await getSimpleUserList()
})
</script>

View File

@ -10,12 +10,37 @@
<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-input disabled v-model="formData.no" placeholder="保存时自动生成" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="负责人" prop="ownerUserId">
<el-select
v-model="formData.ownerUserId"
:disabled="formType !== 'create'"
class="w-1/1"
>
<el-option
v-for="item in userOptions"
:key="item.id"
:label="item.nickname"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="客户名称" prop="customerId">
<el-select v-model="formData.customerId" class="w-1/1" placeholder="请选择客户">
<el-select
v-model="formData.customerId"
:disabled="formType !== 'create'"
class="w-1/1"
filterable
@change="handleCustomerChange"
placeholder="请选择客户"
>
<el-option
v-for="item in customerList"
:key="item.id"
@ -29,8 +54,10 @@
<el-form-item label="合同名称" prop="contractId">
<el-select
v-model="formData.contractId"
:disabled="!formData.customerId"
class="!w-100%"
:disabled="formType !== 'create' || !formData.customerId"
class="w-1/1"
filterable
@change="handleContractChange"
placeholder="请选择合同"
>
<el-option
@ -38,44 +65,37 @@
:key="data.id"
:label="data.name"
:value="data.id!"
:disabled="data.auditStatus !== 20"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<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%"
:disabled="formType !== 'create' || !formData.contractId"
class="!w-1/1"
@change="handleReceivablePlanChange"
placeholder="请选择回款期数"
>
<el-option
v-for="data in receivablePlanList"
:key="data.id"
:label="data.period + '期'"
:label="'第 ' + 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
v-for="item in userList"
:key="item.id"
:label="item.nickname"
:value="item.id"
:disabled="data.receivableId"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<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-select v-model="formData.returnType" class="w-1/1" placeholder="请选择回款方式">
<el-option
v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
@ -83,6 +103,8 @@
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="回款金额" prop="price">
<el-input-number
@ -90,6 +112,8 @@
class="!w-100%"
controls-position="right"
placeholder="请输入回款金额"
:min="0.01"
:precision="2"
/>
</el-form-item>
</el-col>
@ -103,14 +127,11 @@
/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<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-input v-model="formData.remark" placeholder="请输入备注" type="textarea" />
</el-form-item>
</el-col>
</el-row>
@ -128,21 +149,20 @@ 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'
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
import form from '@/components/Form/src/Form.vue'
const { t } = useI18n() //
const message = useMessage() //
const userList = ref<UserApi.UserVO[]>([]) //
const userOptions = ref<UserApi.UserVO[]>([]) //
const dialogVisible = ref(false) //
const dialogTitle = ref('') //
const formLoading = ref(false) // 12
const formType = ref('') // create - update -
const formData = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO)
const formRules = reactive({
no: [{ required: true, message: '回款编号不能为空', trigger: 'blur' }],
customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
contractId: [{ required: true, message: '合同不能为空', trigger: 'blur' }],
auditStatus: [{ required: true, message: '审批状态不能为空', trigger: 'blur' }],
returnTime: [{ required: true, message: '回款日期不能为空', trigger: 'blur' }],
price: [{ required: true, message: '回款金额不能为空', trigger: 'blur' }]
})
@ -150,8 +170,13 @@ const formRef = ref() // 表单 Ref
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
const contractList = ref<ContractApi.ContractVO[]>([]) //
const receivablePlanList = ref<ReceivablePlanApi.ReceivablePlanVO[]>([]) //
/** 打开弹窗 */
const open = async (type: string, id?: number, planData?: ReceivablePlanApi.ReceivablePlanVO) => {
const open = async (
type: string,
id?: number,
receivablePlan?: ReceivablePlanApi.ReceivablePlanVO
) => {
dialogVisible.value = true
dialogTitle.value = t('action.' + type)
formType.value = type
@ -166,7 +191,7 @@ const open = async (type: string, id?: number, planData?: ReceivablePlanApi.Rece
}
}
//
userList.value = await UserApi.getSimpleUserList()
userOptions.value = await UserApi.getSimpleUserList()
//
customerList.value = await CustomerApi.getCustomerSimpleList()
//
@ -174,10 +199,16 @@ const open = async (type: string, id?: number, planData?: ReceivablePlanApi.Rece
formData.value.ownerUserId = useUserStore().getUser.id
}
//
if (planData) {
formData.value.customerId = planData.customerId
formData.value.contractId = planData.contractId
formData.value.planId = planData.id
if (receivablePlan) {
formData.value.customerId = receivablePlan.customerId
await handleCustomerChange(receivablePlan.customerId)
formData.value.contractId = receivablePlan.contractId
await handleContractChange(receivablePlan.contractId)
if (receivablePlan.id) {
formData.value.planId = receivablePlan.id
formData.value.price = receivablePlan.price
formData.value.returnType = receivablePlan.returnType
}
}
}
defineExpose({ open }) // open
@ -214,53 +245,46 @@ const resetForm = () => {
formRef.value?.resetFields()
}
const getContractList = async (customerId: number) => {
contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
/** 处理切换客户 */
const handleCustomerChange = async (customerId: number) => {
//
formData.value.contractId = undefined
//
if (customerId) {
contractList.value = []
contractList.value = await ContractApi.getContractSimpleList(customerId)
}
}
const getReceivablePlanList = async (contractId: number) => {
receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanListByContractId(
formData.value.customerId,
contractId
)
/** 处理切换合同 */
const handleContractChange = async (contractId: number) => {
//
formData.value.planId = undefined
if (contractId) {
//
receivablePlanList.value = []
receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanSimpleList(
formData.value.customerId,
contractId
)
//
const contract = contractList.value.find((item) => item.id === contractId)
if (contract) {
formData.value.price = contract.totalPrice - contract.totalReceivablePrice
}
}
}
watch(
() => formData.value.customerId,
(newVal) => {
if (!newVal) {
return
}
getContractList(newVal)
},
{
immediate: true
/** 处理切换回款计划 */
const handleReceivablePlanChange = (planId: number) => {
if (!planId) {
return
}
)
watch(
() => formData.value.contractId,
(newVal) => {
if (!newVal) {
return
}
getReceivablePlanList(newVal)
},
{
immediate: true
const receivablePlan = receivablePlanList.value.find((item) => item.id === planId)
if (!receivablePlan) {
return
}
)
watch(
() => formData.value.planId,
(newVal) => {
if (!newVal) {
return
}
const receivablePlan = receivablePlanList.value.find((item) => item.id === newVal)
if (!receivablePlan) {
return
}
//
if (!formData.value.price || formData.value.price === 0) {
formData.value.price = receivablePlan.price
}
}
)
formData.value.price = receivablePlan.price
formData.value.returnType = receivablePlan.returnType
}
</script>

View File

@ -1,7 +1,7 @@
<template>
<!-- 操作栏 -->
<el-row justify="end">
<el-button @click="openForm">
<el-button @click="openForm('create')">
<Icon class="mr-5px" icon="icon-park:income-one" />
创建回款
</el-button>
@ -12,7 +12,7 @@
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="回款编号" prop="no" />
<el-table-column align="center" label="客户" prop="customerName" />
<el-table-column align="center" label="合同" prop="contractName" />
<el-table-column align="center" label="合同" prop="contract.no" />
<el-table-column
:formatter="dateFormatter2"
align="center"
@ -25,7 +25,12 @@
<dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
</template>
</el-table-column>
<el-table-column align="center" label="回款金额(元)" prop="price" />
<el-table-column
align="center"
label="回款金额(元)"
prop="price"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column align="center" label="负责人" prop="ownerUserName" />
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column align="center" fixed="right" label="操作" width="130px">
@ -67,6 +72,7 @@ import * as ReceivableApi from '@/api/crm/receivable'
import ReceivableForm from './../ReceivableForm.vue'
import { dateFormatter2 } from '@/utils/formatTime'
import { DICT_TYPE } from '@/utils/dict'
import { erpPriceTableColumnFormatter } from '@/utils'
defineOptions({ name: 'CrmReceivableList' })
const props = defineProps<{
@ -117,7 +123,10 @@ const handleQuery = () => {
/** 添加/修改操作 */
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
formRef.value.open(type, id, {
customerId: props.customerId,
contractId: props.contractId
})
}
/** 删除按钮操作 */
@ -134,11 +143,12 @@ const handleDelete = async (id: number) => {
}
/** 从回款计划创建回款 */
const crateReceivable = (planData: any) => {
const createReceivable = (planData: any) => {
const data = planData as unknown as ReceivablePlanApi.ReceivablePlanVO
formRef.value.open('create', undefined, data)
}
defineExpose({ crateReceivable })
defineExpose({ createReceivable })
/** 监听打开的 customerId + contractId从而加载最新的列表 */
watch(
() => [props.customerId, props.contractId],

View File

@ -0,0 +1,43 @@
<template>
<div>
<div class="flex items-start justify-between">
<div>
<el-col>
<el-row>
<span class="text-xl font-bold">{{ receivable.no }}</span>
</el-row>
</el-col>
</div>
<div>
<!-- 右上按钮 -->
<slot></slot>
</div>
</div>
</div>
<ContentWrap class="mt-10px">
<el-descriptions :column="5" direction="vertical">
<el-descriptions-item label="客户名称">
{{ receivable.customerName }}
</el-descriptions-item>
<el-descriptions-item label="合同金额">
{{ erpPriceInputFormatter(receivable.contract?.totalPrice) }}
</el-descriptions-item>
<el-descriptions-item label="回款日期">
{{ formatDate(receivable.returnTime) }}
</el-descriptions-item>
<el-descriptions-item label="回款金额">
{{ erpPriceInputFormatter(receivable.price) }}
</el-descriptions-item>
<el-descriptions-item label="负责人">
{{ receivable.ownerUserName }}
</el-descriptions-item>
</el-descriptions>
</ContentWrap>
</template>
<script lang="ts" setup>
import * as ReceivableApi from '@/api/crm/receivable'
import { formatDate } from '@/utils/formatTime'
import { erpPriceInputFormatter } from '@/utils'
const { receivable } = defineProps<{ receivable: ReceivableApi.ReceivableVO }>()
</script>

View File

@ -0,0 +1,62 @@
<template>
<ContentWrap>
<el-collapse v-model="activeNames">
<el-collapse-item name="basicInfo">
<template #title>
<span class="text-base font-bold">基本信息</span>
</template>
<el-descriptions :column="4">
<el-descriptions-item label="回款编号">{{ receivable.no }}</el-descriptions-item>
<el-descriptions-item label="客户名称">
{{ receivable.customerName }}
</el-descriptions-item>
<el-descriptions-item label="合同编号">
{{ receivable.contract?.no }}
</el-descriptions-item>
<el-descriptions-item label="回款日期">
{{ formatDate(receivable.returnTime, 'YYYY-MM-DD') }}
</el-descriptions-item>
<el-descriptions-item label="回款金额">
{{ erpPriceInputFormatter(receivable.price) }}
</el-descriptions-item>
<el-descriptions-item label="回款方式">
<dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="receivable.returnType" />
</el-descriptions-item>
<el-descriptions-item label="备注">{{ receivable.remark }}</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
<el-collapse-item name="systemInfo">
<template #title>
<span class="text-base font-bold">系统信息</span>
</template>
<el-descriptions :column="4">
<el-descriptions-item label="负责人">
{{ receivable.ownerUserName }}
</el-descriptions-item>
<el-descriptions-item label="创建人">
{{ receivable.creatorName }}
</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ formatDate(receivable.createTime) }}
</el-descriptions-item>
<el-descriptions-item label="更新时间">
{{ formatDate(receivable.updateTime) }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
</el-collapse>
</ContentWrap>
</template>
<script setup lang="ts">
import * as ReceivableApi from '@/api/crm/receivable'
import { DICT_TYPE } from '@/utils/dict'
import { formatDate } from '@/utils/formatTime'
import { erpPriceInputFormatter } from '@/utils'
const { receivable } = defineProps<{
receivable: ReceivableApi.ReceivableVO
}>()
//
const activeNames = ref(['basicInfo', 'systemInfo'])
</script>

View File

@ -0,0 +1,100 @@
<template>
<ReceivableDetailsHeader v-loading="loading" :receivable="receivable">
<el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', receivable.id)">
编辑
</el-button>
</ReceivableDetailsHeader>
<el-col>
<el-tabs>
<el-tab-pane label="详细资料">
<ReceivableDetailsInfo :receivable="receivable" />
</el-tab-pane>
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
<el-tab-pane label="团队成员">
<PermissionList
ref="permissionListRef"
:biz-id="receivable.id!"
:biz-type="BizTypeEnum.CRM_RECEIVABLE"
:show-action="true"
@quit-team="close"
/>
</el-tab-pane>
</el-tabs>
</el-col>
<!-- 表单弹窗添加/修改 -->
<ReceivableForm ref="formRef" @success="getReceivable(receivable.id)" />
</template>
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
import * as ReceivableApi from '@/api/crm/receivable'
import ReceivableDetailsHeader from './ReceivableDetailsHeader.vue'
import ReceivableDetailsInfo from './ReceivableDetailsInfo.vue'
import PermissionList from '@/views/crm/permission/components/PermissionList.vue' //
import { BizTypeEnum } from '@/api/crm/permission'
import { OperateLogV2VO } from '@/api/system/operatelog'
import { getOperateLogPage } from '@/api/crm/operateLog'
import ReceivableForm from '@/views/crm/receivable/ReceivableForm.vue'
defineOptions({ name: 'CrmReceivablePlanDetail' })
const props = defineProps<{ id?: number }>()
const route = useRoute()
const message = useMessage()
const receivableId = ref(0) //
const loading = ref(true) //
const receivable = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO) //
const permissionListRef = ref<InstanceType<typeof PermissionList>>() // Ref
/** 获取详情 */
const getReceivable = async (id: number) => {
loading.value = true
try {
receivable.value = await ReceivableApi.getReceivable(id)
await getOperateLog(id)
} finally {
loading.value = false
}
}
/** 编辑 */
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
}
/** 获取操作日志 */
const logList = ref<OperateLogV2VO[]>([]) //
const getOperateLog = async (receivableId: number) => {
if (!receivableId) {
return
}
const data = await getOperateLogPage({
bizType: BizTypeEnum.CRM_RECEIVABLE,
bizId: receivableId
})
logList.value = data.list
}
/** 关闭窗口 */
const { delView } = useTagsViewStore() //
const { currentRoute } = useRouter() //
const close = () => {
delView(unref(currentRoute))
}
/** 初始化 */
const { params } = useRoute()
onMounted(async () => {
const id = props.id || route.params.id
if (!id) {
message.warning('参数错误,回款不能为空!')
close()
return
}
receivableId.value = id
await getReceivable(receivableId.value)
})
</script>

View File

@ -66,10 +66,41 @@
<!-- 列表 -->
<ContentWrap>
<el-tabs v-model="activeName" @tab-click="handleTabClick">
<el-tab-pane label="我负责的" name="1" />
<el-tab-pane label="我参与的" name="2" />
<el-tab-pane label="下属负责的" name="3" />
</el-tabs>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="回款编号" prop="no" />
<el-table-column align="center" label="客户" prop="customerName" />
<el-table-column align="center" label="合同" prop="contractName" />
<el-table-column align="center" fixed="left" label="回款编号" prop="no" width="180">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.no }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" label="客户名称" prop="customerName" width="120">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
{{ scope.row.customerName }}
</el-link>
</template>
</el-table-column>
<el-table-column align="center" label="合同编号" prop="contractNo" width="180">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openContractDetail(scope.row.contractId)"
>
{{ scope.row.contract.no }}
</el-link>
</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter2"
align="center"
@ -77,14 +108,43 @@
prop="returnTime"
width="150px"
/>
<el-table-column
align="center"
label="回款金额(元)"
prop="price"
width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<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 align="center" label="回款金额(元)" prop="price" />
<el-table-column align="center" label="负责人" prop="ownerUserName" />
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column align="center" label="备注" prop="remark" width="200" />
<el-table-column
align="center"
label="合同金额(元)"
prop="contract.totalPrice"
width="140"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
<el-table-column
:formatter="dateFormatter"
align="center"
label="更新时间"
prop="updateTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
<el-table-column align="center" fixed="right" label="回款状态" prop="auditStatus" width="120">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
@ -141,31 +201,40 @@
<!-- 表单弹窗添加/修改 -->
<ReceivableForm ref="formRef" @success="getList" />
</template>
<script lang="ts" setup>
import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter2 } from '@/utils/formatTime'
import { dateFormatter, 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'
import { TabsPaneContext } from 'element-plus'
import { erpPriceTableColumnFormatter } from '@/utils'
defineOptions({ name: 'Receivable' })
const message = useMessage() //
const { t } = useI18n() //
const { push } = useRouter() //
const loading = ref(true) //
const total = ref(0) //
const list = ref([]) //
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
sceneType: '1', // activeName
no: undefined,
customerId: undefined
})
const queryFormRef = ref() //
const exportLoading = ref(false) //
const activeName = ref('1') // tab
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
/** tab 切换 */
const handleTabClick = (tab: TabsPaneContext) => {
queryParams.sceneType = tab.paneName
handleQuery()
}
/** 查询列表 */
const getList = async () => {
@ -222,7 +291,23 @@ const handleSubmit = async (row: ReceivableApi.ReceivableVO) => {
const handleProcessDetail = (row: ReceivableApi.ReceivableVO) => {
push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
}
// TODO puhui999:
/** 打开回款详情 */
const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmReceivableDetail', params: { id } })
}
/** 打开客户详情 */
const openCustomerDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
}
/** 打开合同详情 */
const openContractDetail = (id: number) => {
push({ name: 'CrmContractDetail', params: { id } })
}
/** 导出按钮操作 */
const handleExport = async () => {
try {
@ -237,7 +322,7 @@ const handleExport = async () => {
exportLoading.value = false
}
}
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
/** 初始化 **/
onMounted(async () => {
await getList()

View File

@ -7,10 +7,40 @@
:rules="formRules"
label-width="110px"
>
<el-row>
<el-col :span="12">
<el-form-item label="还款期数" prop="period">
<el-input disabled v-model="formData.period" placeholder="保存时自动生成" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="负责人" prop="ownerUserId">
<el-select
v-model="formData.ownerUserId"
:disabled="formType !== 'create'"
class="w-1/1"
>
<el-option
v-for="item in userOptions"
:key="item.id"
:label="item.nickname"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="客户名称" prop="customerId">
<el-select v-model="formData.customerId" class="w-1/1" placeholder="请选择客户">
<el-select
v-model="formData.customerId"
:disabled="formType !== 'create'"
class="w-1/1"
filterable
@change="handleCustomerChange"
placeholder="请选择客户"
>
<el-option
v-for="item in customerList"
:key="item.id"
@ -24,8 +54,9 @@
<el-form-item label="合同名称" prop="contractId">
<el-select
v-model="formData.contractId"
:disabled="!formData.customerId"
class="!w-100%"
:disabled="formType !== 'create' || !formData.customerId"
class="w-1/1"
filterable
placeholder="请选择合同"
>
<el-option
@ -37,18 +68,8 @@
</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
v-for="item in userList"
:key="item.id"
:label="item.nickname"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="计划回款金额" prop="price">
<el-input-number
@ -56,6 +77,8 @@
class="!w-100%"
controls-position="right"
placeholder="请输入计划回款金额"
:min="0.01"
:precision="2"
/>
</el-form-item>
</el-col>
@ -69,6 +92,8 @@
/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="提前几天提醒" prop="remindDays">
<el-input-number
@ -80,23 +105,20 @@
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="提醒日期" prop="remindTime">
<el-date-picker
v-model="formData.remindTime"
placeholder="选择提醒日期"
type="date"
value-format="x"
/>
<el-form-item label="回款方式" prop="returnType">
<el-select v-model="formData.returnType" class="w-1/1" placeholder="请选择回款方式">
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</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-input v-model="formData.remark" placeholder="请输入备注" type="textarea" />
</el-form-item>
</el-col>
</el-row>
@ -113,10 +135,12 @@ 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, getIntDictOptions } from '@/utils/dict'
import { aw } from '../../../../../dist-prod/assets/index-9eac537b'
const { t } = useI18n() //
const message = useMessage() //
const userList = ref<UserApi.UserVO[]>([]) //
const userOptions = ref<UserApi.UserVO[]>([]) //
const dialogVisible = ref(false) //
const dialogTitle = ref('') //
const formLoading = ref(false) // 12
@ -125,7 +149,6 @@ const formData = ref<ReceivablePlanApi.ReceivablePlanVO>({} as ReceivablePlanApi
const formRules = reactive({
price: [{ required: true, message: '计划回款金额不能为空', trigger: 'blur' }],
returnTime: [{ required: true, message: '计划回款日期不能为空', trigger: 'blur' }],
remindTime: [{ required: true, message: '提醒日期不能为空', trigger: 'blur' }],
customerId: [{ required: true, message: '客户编号不能为空', trigger: 'blur' }],
contractId: [{ required: true, message: '合同编号不能为空', trigger: 'blur' }],
ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }]
@ -133,8 +156,9 @@ const formRules = reactive({
const formRef = ref() // Ref
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
const contractList = ref<ContractApi.ContractVO[]>([]) //
/** 打开弹窗 */
const open = async (type: string, id?: number) => {
const open = async (type: string, id?: number, customerId?: number, contractId?: number) => {
dialogVisible.value = true
dialogTitle.value = t('action.' + type)
formType.value = type
@ -148,34 +172,25 @@ const open = async (type: string, id?: number) => {
formLoading.value = false
}
}
//
userList.value = await UserApi.getSimpleUserList()
userOptions.value = await UserApi.getSimpleUserList()
//
customerList.value = await CustomerApi.getCustomerSimpleList()
//
if (formType.value === 'create') {
formData.value.ownerUserId = useUserStore().getUser.id
}
// customerId contractId
if (customerId) {
formData.value.customerId = customerId
await handleCustomerChange(customerId)
}
if (contractId) {
formData.value.contractId = contractId
}
}
defineExpose({ open }) // open
const getContractList = async (customerId: number) => {
contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
}
watch(
() => formData.value.customerId,
(newVal) => {
if (!newVal) {
return
}
getContractList(newVal)
},
{
immediate: true
}
)
/** 提交表单 */
const emit = defineEmits(['success']) // success
const submitForm = async () => {
@ -207,4 +222,15 @@ const resetForm = () => {
formData.value = {} as ReceivablePlanApi.ReceivablePlanVO
formRef.value?.resetFields()
}
/** 处理切换客户 */
const handleCustomerChange = async (customerId: number) => {
//
formData.value.contractId = undefined
//
if (customerId) {
contractList.value = []
contractList.value = await ContractApi.getContractSimpleList(customerId)
}
}
</script>

View File

@ -1,7 +1,7 @@
<template>
<!-- 操作栏 -->
<el-row justify="end">
<el-button @click="openForm">
<el-button @click="openForm('create', undefined)">
<Icon class="mr-5px" icon="icon-park:income" />
创建回款计划
</el-button>
@ -13,7 +13,13 @@
<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(元)" prop="price" width="120" />
<el-table-column
align="center"
label="计划回款(元)"
prop="price"
width="120"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
:formatter="dateFormatter2"
align="center"
@ -31,24 +37,14 @@
/>
<el-table-column label="负责人" prop="ownerUserName" width="120" />
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column
align="center"
fixed="right"
label="完成状态"
prop="finishStatus"
width="130px"
>
<template #default="scope">
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.finishStatus" />
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="200px">
<template #default="scope">
<el-button
v-hasPermi="['crm:receivable:create']"
link
type="primary"
@click="crateReceivable(scope.row)"
@click="createReceivable(scope.row)"
:disabled="scope.row.receivableId"
>
创建回款
</el-button>
@ -86,8 +82,8 @@
<script lang="ts" setup>
import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
import ReceivableForm from './../ReceivablePlanForm.vue'
import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter2 } from '@/utils/formatTime'
import { erpPriceTableColumnFormatter } from '@/utils'
defineOptions({ name: 'CrmReceivablePlanList' })
const props = defineProps<{
@ -138,15 +134,15 @@ const handleQuery = () => {
/** 添加/修改操作 */
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
formRef.value.open(type, id, props.customerId, props.contractId)
}
const emits = defineEmits<{
(e: 'crateReceivable', v: ReceivablePlanApi.ReceivablePlanVO)
}>()
/** 创建回款 */
const crateReceivable = (row: ReceivablePlanApi.ReceivablePlanVO) => {
emits('crateReceivable', row)
const emits = defineEmits<{
(e: 'createReceivable', v: ReceivablePlanApi.ReceivablePlanVO)
}>()
const createReceivable = (row: ReceivablePlanApi.ReceivablePlanVO) => {
emits('createReceivable', row)
}
/** 删除按钮操作 */
@ -161,6 +157,7 @@ const handleDelete = async (id: number) => {
await getList()
} catch {}
}
/** 监听打开的 customerId + contractId从而加载最新的列表 */
watch(
() => [props.customerId, props.contractId],

View File

@ -0,0 +1,44 @@
<template>
<div>
<div class="flex items-start justify-between">
<div>
<el-col>
<el-row>
<span class="text-xl font-bold"> {{ receivablePlan.period }} </span>
</el-row>
</el-col>
</div>
<div>
<!-- 右上按钮 -->
<slot></slot>
</div>
</div>
</div>
<ContentWrap class="mt-10px">
<el-descriptions :column="5" direction="vertical">
<el-descriptions-item label="客户名称">
{{ receivablePlan.customerName }}
</el-descriptions-item>
<el-descriptions-item label="合同编号">{{ receivablePlan.contractNo }}</el-descriptions-item>
<el-descriptions-item label="计划回款金额">
{{ erpPriceInputFormatter(receivablePlan.price) }}
</el-descriptions-item>
<el-descriptions-item label="计划回款日期">
{{ formatDate(receivablePlan.returnTime) }}
</el-descriptions-item>
<el-descriptions-item label="实际回款金额">
<el-text v-if="receivablePlan.receivable">
{{ erpPriceInputFormatter(receivablePlan.receivable.price) }}
</el-text>
<el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
</el-descriptions-item>
</el-descriptions>
</ContentWrap>
</template>
<script lang="ts" setup>
import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
import { formatDate } from '@/utils/formatTime'
import { erpPriceInputFormatter } from '@/utils'
const { receivablePlan } = defineProps<{ receivablePlan: ReceivablePlanApi.ReceivablePlanVO }>()
</script>

View File

@ -0,0 +1,83 @@
<template>
<ContentWrap>
<el-collapse v-model="activeNames">
<el-collapse-item name="basicInfo">
<template #title>
<span class="text-base font-bold">基本信息</span>
</template>
<el-descriptions :column="4">
<el-descriptions-item label="期数">{{ receivablePlan.period }}</el-descriptions-item>
<el-descriptions-item label="客户名称">
{{ receivablePlan.customerName }}
</el-descriptions-item>
<el-descriptions-item label="合同编号">
{{ receivablePlan.contractNo }}
</el-descriptions-item>
<el-descriptions-item label="计划回款金额">
{{ erpPriceInputFormatter(receivablePlan.price) }}
</el-descriptions-item>
<el-descriptions-item label="计划回款日期">
{{ formatDate(receivablePlan.returnTime, 'YYYY-MM-DD') }}
</el-descriptions-item>
<el-descriptions-item label="计划回款方式">
<dict-tag
:type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE"
:value="receivablePlan.returnType"
/>
</el-descriptions-item>
<el-descriptions-item label="提前几天提醒">
{{ receivablePlan.remindDays }}
</el-descriptions-item>
<el-descriptions-item label="备注">{{ receivablePlan.remark }}</el-descriptions-item>
<el-descriptions-item label="实际回款金额">
<el-text v-if="receivablePlan.receivable">
{{ erpPriceInputFormatter(receivablePlan.receivable.price) }}
</el-text>
<el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
</el-descriptions-item>
<el-descriptions-item label="未回款金额">
<el-text v-if="receivablePlan.receivable">
{{ erpPriceInputFormatter(receivablePlan.price - receivablePlan.receivable.price) }}
</el-text>
<el-text v-else>{{ erpPriceInputFormatter(receivablePlan.price) }}</el-text>
</el-descriptions-item>
<el-descriptions-item label="实际回款日期">
{{ formatDate(receivablePlan.receivable?.returnTime, 'YYYY-MM-DD') }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
<el-collapse-item name="systemInfo">
<template #title>
<span class="text-base font-bold">系统信息</span>
</template>
<el-descriptions :column="4">
<el-descriptions-item label="负责人">
{{ receivablePlan.ownerUserName }}
</el-descriptions-item>
<el-descriptions-item label="创建人">
{{ receivablePlan.creatorName }}
</el-descriptions-item>
<el-descriptions-item label="创建时间">
{{ formatDate(receivablePlan.createTime) }}
</el-descriptions-item>
<el-descriptions-item label="更新时间">
{{ formatDate(receivablePlan.updateTime) }}
</el-descriptions-item>
</el-descriptions>
</el-collapse-item>
</el-collapse>
</ContentWrap>
</template>
<script setup lang="ts">
import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
import { DICT_TYPE } from '@/utils/dict'
import { formatDate } from '@/utils/formatTime'
import { erpPriceInputFormatter } from '@/utils'
const { receivablePlan } = defineProps<{
receivablePlan: ReceivablePlanApi.ReceivablePlanVO
}>()
//
const activeNames = ref(['basicInfo', 'systemInfo'])
</script>

View File

@ -0,0 +1,103 @@
<template>
<ReceivablePlanDetailsHeader v-loading="loading" :receivable-plan="receivablePlan">
<el-button
v-if="permissionListRef?.validateWrite"
@click="openForm('update', receivablePlan.id)"
>
编辑
</el-button>
</ReceivablePlanDetailsHeader>
<el-col>
<el-tabs>
<el-tab-pane label="详细资料">
<ReceivablePlanDetailsInfo :receivable-plan="receivablePlan" />
</el-tab-pane>
<el-tab-pane label="操作日志">
<OperateLogV2 :log-list="logList" />
</el-tab-pane>
<el-tab-pane label="团队成员">
<PermissionList
ref="permissionListRef"
:biz-id="receivablePlan.id!"
:biz-type="BizTypeEnum.CRM_RECEIVABLE_PLAN"
:show-action="true"
@quit-team="close"
/>
</el-tab-pane>
</el-tabs>
</el-col>
<!-- 表单弹窗添加/修改 -->
<ReceivablePlanForm ref="formRef" @success="getReceivablePlan(receivablePlan.id)" />
</template>
<script lang="ts" setup>
import { useTagsViewStore } from '@/store/modules/tagsView'
import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
import ReceivablePlanDetailsHeader from './ReceivablePlanDetailsHeader.vue'
import ReceivablePlanDetailsInfo from './ReceivablePlanDetailsInfo.vue'
import PermissionList from '@/views/crm/permission/components/PermissionList.vue' //
import { BizTypeEnum } from '@/api/crm/permission'
import { OperateLogV2VO } from '@/api/system/operatelog'
import { getOperateLogPage } from '@/api/crm/operateLog'
import ReceivablePlanForm from '@/views/crm/receivable/plan/ReceivablePlanForm.vue'
defineOptions({ name: 'CrmReceivablePlanDetail' })
const message = useMessage()
const receivablePlanId = ref(0) //
const loading = ref(true) //
const receivablePlan = ref<ReceivablePlanApi.ReceivablePlanVO>(
{} as ReceivablePlanApi.ReceivablePlanVO
) //
const permissionListRef = ref<InstanceType<typeof PermissionList>>() // Ref
/** 获取详情 */
const getReceivablePlan = async (id: number) => {
loading.value = true
try {
receivablePlan.value = await ReceivablePlanApi.getReceivablePlan(id)
await getOperateLog(id)
} finally {
loading.value = false
}
}
/** 编辑 */
const formRef = ref()
const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
}
/** 获取操作日志 */
const logList = ref<OperateLogV2VO[]>([]) //
const getOperateLog = async (receivablePlanId: number) => {
if (!receivablePlanId) {
return
}
const data = await getOperateLogPage({
bizType: BizTypeEnum.CRM_RECEIVABLE_PLAN,
bizId: receivablePlanId
})
logList.value = data.list
}
/** 关闭窗口 */
const { delView } = useTagsViewStore() //
const { currentRoute } = useRouter() //
const close = () => {
delView(unref(currentRoute))
}
/** 初始化 */
const { params } = useRoute()
onMounted(async () => {
if (!params.id) {
message.warning('参数错误,回款计划不能为空!')
close()
return
}
receivablePlanId.value = params.id as unknown as number
await getReceivablePlan(receivablePlanId.value)
})
</script>

View File

@ -66,11 +66,37 @@
<!-- 列表 -->
<ContentWrap>
<el-tabs v-model="activeName" @tab-click="handleTabClick">
<el-tab-pane label="我负责的" name="1" />
<el-tab-pane label="下属负责的" name="3" />
</el-tabs>
<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column align="center" label="客户名称" prop="customerName" width="150px" />
<el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="150">
<template #default="scope">
<el-link
:underline="false"
type="primary"
@click="openCustomerDetail(scope.row.customerId)"
>
{{ scope.row.customerName }}
</el-link>
</template>
</el-table-column>
<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(元)" prop="price" width="120" />
<el-table-column align="center" label="期数" prop="period">
<template #default="scope">
<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
{{ scope.row.period }}
</el-link>
</template>
</el-table-column>
<el-table-column
align="center"
label="计划回款金额(元)"
prop="price"
width="160"
:formatter="erpPriceTableColumnFormatter"
/>
<el-table-column
:formatter="dateFormatter2"
align="center"
@ -80,27 +106,78 @@
/>
<el-table-column align="center" label="提前几天提醒" prop="remindDays" width="150" />
<el-table-column
:formatter="dateFormatter2"
align="center"
label="提醒日期"
prop="remindTime"
width="180px"
:formatter="dateFormatter2"
/>
<el-table-column label="负责人" prop="ownerUserName" width="120" />
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column
align="center"
fixed="right"
label="完成状态"
prop="finishStatus"
width="130px"
>
<el-table-column align="center" label="回款方式" prop="returnType" width="130px">
<template #default="scope">
<dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.finishStatus" />
<dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
</template>
</el-table-column>
<el-table-column align="center" fixed="right" label="操作" width="130px">
<el-table-column align="center" label="备注" prop="remark" />
<el-table-column label="负责人" prop="ownerUserName" width="120" />
<el-table-column
align="center"
label="实际回款金额(元)"
prop="receivable.price"
width="160"
>
<template #default="scope">
<el-text v-if="scope.row.receivable">
{{ erpPriceInputFormatter(scope.row.receivable.price) }}
</el-text>
<el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
</template>
</el-table-column>
<el-table-column
align="center"
label="实际回款日期"
prop="receivable.returnTime"
width="180px"
:formatter="dateFormatter2"
/>
<el-table-column
align="center"
label="实际回款金额(元)"
prop="receivable.price"
width="160"
>
<template #default="scope">
<el-text v-if="scope.row.receivable">
{{ erpPriceInputFormatter(scope.row.price - scope.row.receivable.price) }}
</el-text>
<el-text v-else>{{ erpPriceInputFormatter(scope.row.price) }}</el-text>
</template>
</el-table-column>
<el-table-column
:formatter="dateFormatter"
align="center"
label="更新时间"
prop="updateTime"
width="180px"
/>
<el-table-column
:formatter="dateFormatter"
align="center"
label="创建时间"
prop="createTime"
width="180px"
/>
<el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
<el-table-column align="center" fixed="right" label="操作" width="180px">
<template #default="scope">
<el-button
v-hasPermi="['crm:receivable:create']"
link
type="success"
@click="openReceivableForm(scope.row)"
:disabled="scope.row.receivableId"
>
创建回款
</el-button>
<el-button
v-hasPermi="['crm:receivable-plan:update']"
link
@ -131,16 +208,19 @@
<!-- 表单弹窗添加/修改 -->
<ReceivablePlanForm ref="formRef" @success="getList" />
<ReceivableForm ref="receivableFormRef" @success="getList" />
</template>
<script lang="ts" setup>
import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter2 } from '@/utils/formatTime'
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
import download from '@/utils/download'
import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
import ReceivablePlanForm from './ReceivablePlanForm.vue'
import * as UserApi from '@/api/system/user'
import * as CustomerApi from '@/api/crm/customer'
import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
import { TabsPaneContext } from 'element-plus'
import ReceivableForm from '@/views/crm/receivable/ReceivableForm.vue'
defineOptions({ name: 'ReceivablePlan' })
@ -150,15 +230,23 @@ const { t } = useI18n() // 国际化
const loading = ref(true) //
const total = ref(0) //
const list = ref([]) //
const userList = ref<UserApi.UserVO[]>([]) //
const queryParams = reactive({
pageNo: 1,
pageSize: 10,
sceneType: '1', // activeName
customerId: undefined,
contractNo: undefined
})
const queryFormRef = ref() //
const exportLoading = ref(false) //
const activeName = ref('1') // tab
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
/** tab 切换 */
const handleTabClick = (tab: TabsPaneContext) => {
queryParams.sceneType = tab.paneName
handleQuery()
}
/** 查询列表 */
const getList = async () => {
@ -190,6 +278,12 @@ const openForm = (type: string, id?: number) => {
formRef.value.open(type, id)
}
/** 创建回款操作 */
const receivableFormRef = ref()
const openReceivableForm = (row: ReceivablePlanApi.ReceivablePlanVO) => {
receivableFormRef.value.open('create', undefined, row)
}
/** 删除按钮操作 */
const handleDelete = async (id: number) => {
try {
@ -217,12 +311,21 @@ const handleExport = async () => {
exportLoading.value = false
}
}
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
/** 打开详情 */
const { push } = useRouter()
const openDetail = (id: number) => {
push({ name: 'CrmReceivablePlanDetail', params: { id } })
}
/** 打开客户详情 */
const openCustomerDetail = (id: number) => {
push({ name: 'CrmCustomerDetail', params: { id } })
}
/** 初始化 **/
onMounted(async () => {
await getList()
//
userList.value = await UserApi.getSimpleUserList()
//
customerList.value = await CustomerApi.getCustomerSimpleList()
})