CRM:完善回款
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@ -12,7 +12,6 @@ export interface ReceivableVO {
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returnType: string
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price: number
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ownerUserId: number
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sort: number
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remark: string
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}
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@ -50,3 +49,8 @@ export const deleteReceivable = async (id: number) => {
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export const exportReceivable = async (params) => {
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return await request.download({ url: `/crm/receivable/export-excel`, params })
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}
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// 提交审核
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export const submitReceivable = async (id: number) => {
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return await request.put({ url: `/crm/receivable/submit?id=${id}` })
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}
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@ -31,6 +31,13 @@ export const getReceivablePlan = async (id: number) => {
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return await request.get({ url: `/crm/receivable-plan/get?id=` + id })
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}
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// 查询回款计划下拉数据
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export const getReceivablePlanListByContractId = async (customerId: number, contractId: number) => {
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return await request.get({
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url: `/crm/receivable-plan/list-all-simple-by-customer?customerId=${customerId}&contractId=${contractId}`
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})
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}
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// 新增回款计划
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export const createReceivablePlan = async (data: ReceivablePlanVO) => {
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return await request.post({ url: `/crm/receivable-plan/create`, data })
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@ -1,98 +1,134 @@
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<template>
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<Dialog :title="dialogTitle" v-model="dialogVisible">
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<Dialog v-model="dialogVisible" :title="dialogTitle">
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<el-form
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ref="formRef"
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v-loading="formLoading"
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:model="formData"
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:rules="formRules"
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label-width="100px"
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v-loading="formLoading"
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>
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<el-form-item label="回款编号" prop="no">
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<el-input v-model="formData.no" placeholder="请输入回款编号" />
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</el-form-item>
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<el-form-item label="回款计划" prop="planId">
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<el-input v-model="formData.planId" placeholder="请输入回款计划" />
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</el-form-item>
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<el-form-item label="客户名称" prop="customerId">
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<el-input v-model="formData.customerId" placeholder="请输入客户名称" />
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</el-form-item>
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<el-form-item label="合同名称" prop="contractId">
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<el-input v-model="formData.contractId" placeholder="请输入合同名称" />
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</el-form-item>
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<!--<el-form-item label="审批状态" prop="checkStatus">
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<el-select v-model="formData.checkStatus" placeholder="请选择审批状态">
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>-->
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<!--<el-form-item label="工作流编号" prop="processInstanceId">
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<el-input v-model="formData.processInstanceId" placeholder="请输入工作流编号" />
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</el-form-item>-->
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<el-form-item label="回款日期" prop="returnTime">
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<el-date-picker
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v-model="formData.returnTime"
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type="date"
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value-format="x"
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placeholder="选择回款日期"
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/>
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</el-form-item>
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<el-form-item label="回款方式" prop="returnType">
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<el-select v-model="formData.returnType" placeholder="请选择回款方式">
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<el-option
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v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>
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<el-form-item label="回款金额" prop="price">
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<el-input-number v-model="formData.price" placeholder="请输入回款金额" />
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</el-form-item>
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<el-form-item label="负责人" prop="ownerUserId">
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<el-select v-model="formData.ownerUserId" clearable placeholder="请输入负责人">
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<el-option
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v-for="item in userList"
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:key="item.id"
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:label="item.nickname"
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:value="item.id"
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/>
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</el-select>
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</el-form-item>
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<el-form-item label="批次" prop="batchId">
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<el-input-number v-model="formData.batchId" placeholder="请输入批次" />
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</el-form-item>
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<el-form-item label="显示排序" prop="sort">
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<el-input-number v-model="formData.sort" :min="0" controls-position="right" />
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</el-form-item>
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<!--<el-form-item label="状态" prop="status">
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<el-select v-model="formData.status" placeholder="请选择状态">
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>-->
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<el-form-item label="备注" prop="remark">
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<el-input type="textarea" :rows="3" v-model="formData.remark" placeholder="请输入备注" />
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</el-form-item>
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<el-row>
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<el-col :span="12">
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<el-form-item label="回款编号" prop="no">
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<el-input v-model="formData.no" placeholder="请输入回款编号" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="客户名称" prop="customerId">
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<el-select v-model="formData.customerId" class="w-1/1" placeholder="请选择客户">
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<el-option
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v-for="item in customerList"
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:key="item.id"
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:label="item.name"
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:value="item.id"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="合同名称" prop="contractId">
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<el-select
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v-model="formData.contractId"
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:disabled="!formData.customerId"
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class="!w-100%"
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placeholder="请选择合同"
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>
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<el-option
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v-for="data in contractList"
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:key="data.id"
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:label="data.name"
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:value="data.id!"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="回款期数" prop="planId">
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<el-select
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v-model="formData.planId"
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:disabled="!formData.contractId"
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class="!w-100%"
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placeholder="请选择回款期数"
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>
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<el-option
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v-for="data in receivablePlanList"
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:key="data.id"
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:label="data.period + '期'"
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:value="data.id!"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="负责人" prop="ownerUserId">
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<el-select v-model="formData.ownerUserId" clearable placeholder="请输入负责人">
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<el-option
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v-for="item in userList"
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:key="item.id"
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:label="item.nickname"
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:value="item.id"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="回款方式" prop="returnType">
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<el-select v-model="formData.returnType" placeholder="请选择回款方式">
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<el-option
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v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="回款金额" prop="price">
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<el-input-number
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v-model="formData.price"
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class="!w-100%"
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controls-position="right"
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placeholder="请输入回款金额"
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/>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="回款日期" prop="returnTime">
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<el-date-picker
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v-model="formData.returnTime"
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placeholder="选择回款日期"
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type="date"
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value-format="x"
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/>
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="备注" prop="remark">
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<el-input
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v-model="formData.remark"
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:rows="3"
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placeholder="请输入备注"
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type="textarea"
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/>
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</el-form-item>
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</el-col>
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</el-row>
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</el-form>
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<template #footer>
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<el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
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<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
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<el-button @click="dialogVisible = false">取 消</el-button>
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</template>
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</Dialog>
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</template>
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<script setup lang="ts">
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import { DICT_TYPE, getIntDictOptions, getStrDictOptions } from '@/utils/dict'
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<script lang="ts" setup>
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import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
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import * as ReceivableApi from '@/api/crm/receivable'
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import * as UserApi from '@/api/system/user'
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import * as CustomerApi from '@/api/crm/customer'
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import * as ContractApi from '@/api/crm/contract'
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import { useUserStore } from '@/store/modules/user'
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import { DICT_TYPE, getStrDictOptions } from '@/utils/dict'
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const { t } = useI18n() // 国际化
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const message = useMessage() // 消息弹窗
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@ -101,29 +137,19 @@ const dialogVisible = ref(false) // 弹窗的是否展示
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const dialogTitle = ref('') // 弹窗的标题
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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
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const formType = ref('') // 表单的类型:create - 新增;update - 修改
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const formData = ref({
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id: undefined,
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no: undefined,
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planId: undefined,
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customerId: undefined,
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contractId: undefined,
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checkStatus: undefined,
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processInstanceId: undefined,
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returnTime: undefined,
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returnType: undefined,
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price: undefined,
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ownerUserId: undefined,
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batchId: undefined,
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sort: undefined,
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dataScope: undefined,
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dataScopeDeptIds: undefined,
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status: undefined,
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remark: undefined
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const formData = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO)
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const formRules = reactive({
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no: [{ required: true, message: '回款编号不能为空', trigger: 'blur' }],
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customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
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contractId: [{ required: true, message: '合同不能为空', trigger: 'blur' }],
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auditStatus: [{ required: true, message: '审批状态不能为空', trigger: 'blur' }],
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returnTime: [{ required: true, message: '回款日期不能为空', trigger: 'blur' }],
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price: [{ required: true, message: '回款金额不能为空', trigger: 'blur' }]
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})
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// const formRules = reactive({
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// status: [{ required: true, message: '状态不能为空', trigger: 'change' }]
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// })
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const formRef = ref() // 表单 Ref
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const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
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const contractList = ref<ContractApi.ContractVO[]>([]) // 合同列表
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const receivablePlanList = ref<ReceivablePlanApi.ReceivablePlanVO[]>([]) // 回款计划列表
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/** 打开弹窗 */
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const open = async (type: string, id?: number) => {
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@ -142,6 +168,12 @@ const open = async (type: string, id?: number) => {
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}
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// 获得用户列表
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userList.value = await UserApi.getSimpleUserList()
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// 获得客户列表
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customerList.value = await CustomerApi.getCustomerSimpleList()
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// 默认新建时选中自己
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if (formType.value === 'create') {
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formData.value.ownerUserId = useUserStore().getUser.id
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}
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}
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defineExpose({ open }) // 提供 open 方法,用于打开弹窗
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@ -173,25 +205,54 @@ const submitForm = async () => {
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/** 重置表单 */
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const resetForm = () => {
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formData.value = {
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id: undefined,
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no: undefined,
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planId: undefined,
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customerId: undefined,
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contractId: undefined,
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checkStatus: undefined,
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processInstanceId: undefined,
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returnTime: undefined,
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returnType: undefined,
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price: undefined,
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ownerUserId: undefined,
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batchId: undefined,
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sort: undefined,
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dataScope: undefined,
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dataScopeDeptIds: undefined,
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status: undefined,
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remark: undefined
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}
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formData.value = {} as ReceivableApi.ReceivableVO
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formRef.value?.resetFields()
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}
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const getContractList = async (customerId: number) => {
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contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
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}
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const getReceivablePlanList = async (contractId: number) => {
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receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanListByContractId(
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formData.value.customerId,
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contractId
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)
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}
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watch(
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() => formData.value.customerId,
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(newVal) => {
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if (!newVal) {
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return
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}
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getContractList(newVal)
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},
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{
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immediate: true
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}
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)
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watch(
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() => formData.value.contractId,
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(newVal) => {
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if (!newVal) {
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return
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}
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getReceivablePlanList(newVal)
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},
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{
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immediate: true
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}
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)
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watch(
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() => formData.value.planId,
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(newVal) => {
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if (!newVal) {
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return
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}
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const receivablePlan = receivablePlanList.value.find((item) => item.id === newVal)
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// 只有没有金额的时候才设置
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if (!formData.value.price || formData.value.price === 0) {
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formData.value.price = receivablePlan!.price
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}
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}
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)
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</script>
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@ -2,49 +2,63 @@
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<ContentWrap>
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<!-- 搜索工作栏 -->
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<el-form
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class="-mb-15px"
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:model="queryParams"
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ref="queryFormRef"
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:inline="true"
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:model="queryParams"
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class="-mb-15px"
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label-width="68px"
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>
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<el-form-item label="回款编号" prop="no">
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<el-input
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v-model="queryParams.no"
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placeholder="请输入回款编号"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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clearable
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placeholder="请输入回款编号"
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@keyup.enter="handleQuery"
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/>
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</el-form-item>
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<el-form-item label="客户名称" prop="customerId">
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<el-input
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<el-select
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v-model="queryParams.customerId"
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placeholder="请输入客户名称"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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placeholder="请选择客户"
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@keyup.enter="handleQuery"
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>
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<el-option
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v-for="item in customerList"
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:key="item.id"
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:label="item.name"
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:value="item.id"
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/>
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</el-select>
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</el-form-item>
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<el-form-item>
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<el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
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<el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
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<el-button
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type="primary"
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plain
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@click="openForm('create')"
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v-hasPermi="['crm:receivable:create']"
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>
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<Icon icon="ep:plus" class="mr-5px" /> 新增
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<el-button @click="handleQuery">
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<Icon class="mr-5px" icon="ep:search" />
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搜索
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</el-button>
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<el-button @click="resetQuery">
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<Icon class="mr-5px" icon="ep:refresh" />
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重置
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</el-button>
|
||||
<el-button
|
||||
type="success"
|
||||
v-hasPermi="['crm:receivable:create']"
|
||||
plain
|
||||
@click="handleExport"
|
||||
:loading="exportLoading"
|
||||
v-hasPermi="['crm:receivable:export']"
|
||||
type="primary"
|
||||
@click="openForm('create')"
|
||||
>
|
||||
<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-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 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
|
||||
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 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">
|
||||
<el-table-column align="center" label="回款金额(元)" prop="price" />
|
||||
<el-table-column align="center" label="负责人" prop="ownerUserId" />
|
||||
<el-table-column align="center" label="备注" prop="remark" />
|
||||
<el-table-column align="center" fixed="right" label="回款状态" prop="auditStatus" width="120">
|
||||
<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
|
||||
label="创建时间"
|
||||
align="center"
|
||||
prop="createTime"
|
||||
:formatter="dateFormatter"
|
||||
width="180px"
|
||||
/>
|
||||
<el-table-column label="操作" align="center" width="180px">
|
||||
<el-table-column align="center" fixed="right" label="操作" 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,
|
||||
customerId: null
|
||||
no: undefined,
|
||||
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(() => {
|
||||
getList()
|
||||
onMounted(async () => {
|
||||
await getList()
|
||||
// 获得客户列表
|
||||
customerList.value = await CustomerApi.getCustomerSimpleList()
|
||||
})
|
||||
</script>
|
||||
|
@ -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"
|
||||
|
Loading…
Reference in New Issue
Block a user