CRM:完善回款

This commit is contained in:
puhui999 2024-02-25 00:35:50 +08:00
parent 6725318f27
commit 41e5cf667e
5 changed files with 293 additions and 194 deletions

View File

@ -12,7 +12,6 @@ export interface ReceivableVO {
returnType: string returnType: string
price: number price: number
ownerUserId: number ownerUserId: number
sort: number
remark: string remark: string
} }
@ -50,3 +49,8 @@ export const deleteReceivable = async (id: number) => {
export const exportReceivable = async (params) => { export const exportReceivable = async (params) => {
return await request.download({ url: `/crm/receivable/export-excel`, params }) return await request.download({ url: `/crm/receivable/export-excel`, params })
} }
// 提交审核
export const submitReceivable = async (id: number) => {
return await request.put({ url: `/crm/receivable/submit?id=${id}` })
}

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@ -31,6 +31,13 @@ export const getReceivablePlan = async (id: number) => {
return await request.get({ url: `/crm/receivable-plan/get?id=` + id }) return await request.get({ url: `/crm/receivable-plan/get?id=` + id })
} }
// 查询回款计划下拉数据
export const getReceivablePlanListByContractId = async (customerId: number, contractId: number) => {
return await request.get({
url: `/crm/receivable-plan/list-all-simple-by-customer?customerId=${customerId}&contractId=${contractId}`
})
}
// 新增回款计划 // 新增回款计划
export const createReceivablePlan = async (data: ReceivablePlanVO) => { export const createReceivablePlan = async (data: ReceivablePlanVO) => {
return await request.post({ url: `/crm/receivable-plan/create`, data }) return await request.post({ url: `/crm/receivable-plan/create`, data })

View File

@ -1,98 +1,134 @@
<template> <template>
<Dialog :title="dialogTitle" v-model="dialogVisible"> <Dialog v-model="dialogVisible" :title="dialogTitle">
<el-form <el-form
ref="formRef" ref="formRef"
v-loading="formLoading"
:model="formData" :model="formData"
:rules="formRules" :rules="formRules"
label-width="100px" label-width="100px"
v-loading="formLoading"
> >
<el-form-item label="回款编号" prop="no"> <el-row>
<el-input v-model="formData.no" placeholder="请输入回款编号" /> <el-col :span="12">
</el-form-item> <el-form-item label="回款编号" prop="no">
<el-form-item label="回款计划" prop="planId"> <el-input v-model="formData.no" placeholder="请输入回款编号" />
<el-input v-model="formData.planId" placeholder="请输入回款计划" /> </el-form-item>
</el-form-item> </el-col>
<el-form-item label="客户名称" prop="customerId"> <el-col :span="12">
<el-input v-model="formData.customerId" placeholder="请输入客户名称" /> <el-form-item label="客户名称" prop="customerId">
</el-form-item> <el-select v-model="formData.customerId" class="w-1/1" placeholder="请选择客户">
<el-form-item label="合同名称" prop="contractId"> <el-option
<el-input v-model="formData.contractId" placeholder="请输入合同名称" /> v-for="item in customerList"
</el-form-item> :key="item.id"
<!--<el-form-item label="审批状态" prop="checkStatus"> :label="item.name"
<el-select v-model="formData.checkStatus" placeholder="请选择审批状态"> :value="item.id"
<el-option />
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS)" </el-select>
:key="dict.value" </el-form-item>
:label="dict.label" </el-col>
:value="dict.value" <el-col :span="12">
/> <el-form-item label="合同名称" prop="contractId">
</el-select> <el-select
</el-form-item>--> v-model="formData.contractId"
<!--<el-form-item label="工作流编号" prop="processInstanceId"> :disabled="!formData.customerId"
<el-input v-model="formData.processInstanceId" placeholder="请输入工作流编号" /> class="!w-100%"
</el-form-item>--> placeholder="请选择合同"
<el-form-item label="回款日期" prop="returnTime"> >
<el-date-picker <el-option
v-model="formData.returnTime" v-for="data in contractList"
type="date" :key="data.id"
value-format="x" :label="data.name"
placeholder="选择回款日期" :value="data.id!"
/> />
</el-form-item> </el-select>
<el-form-item label="回款方式" prop="returnType"> </el-form-item>
<el-select v-model="formData.returnType" placeholder="请选择回款方式"> </el-col>
<el-option <el-col :span="12">
v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)" <el-form-item label="回款期数" prop="planId">
:key="dict.value" <el-select
:label="dict.label" v-model="formData.planId"
:value="dict.value" :disabled="!formData.contractId"
/> class="!w-100%"
</el-select> placeholder="请选择回款期数"
</el-form-item> >
<el-form-item label="回款金额" prop="price"> <el-option
<el-input-number v-model="formData.price" placeholder="请输入回款金额" /> v-for="data in receivablePlanList"
</el-form-item> :key="data.id"
<el-form-item label="负责人" prop="ownerUserId"> :label="data.period + '期'"
<el-select v-model="formData.ownerUserId" clearable placeholder="请输入负责人"> :value="data.id!"
<el-option />
v-for="item in userList" </el-select>
:key="item.id" </el-form-item>
:label="item.nickname" </el-col>
:value="item.id" <el-col :span="12">
/> <el-form-item label="负责人" prop="ownerUserId">
</el-select> <el-select v-model="formData.ownerUserId" clearable placeholder="请输入负责人">
</el-form-item> <el-option
<el-form-item label="批次" prop="batchId"> v-for="item in userList"
<el-input-number v-model="formData.batchId" placeholder="请输入批次" /> :key="item.id"
</el-form-item> :label="item.nickname"
<el-form-item label="显示排序" prop="sort"> :value="item.id"
<el-input-number v-model="formData.sort" :min="0" controls-position="right" /> />
</el-form-item> </el-select>
<!--<el-form-item label="状态" prop="status"> </el-form-item>
<el-select v-model="formData.status" placeholder="请选择状态"> </el-col>
<el-option <el-col :span="12">
v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)" <el-form-item label="回款方式" prop="returnType">
:key="dict.value" <el-select v-model="formData.returnType" placeholder="请选择回款方式">
:label="dict.label" <el-option
:value="dict.value" v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
/> :key="dict.value"
</el-select> :label="dict.label"
</el-form-item>--> :value="dict.value"
<el-form-item label="备注" prop="remark"> />
<el-input type="textarea" :rows="3" v-model="formData.remark" placeholder="请输入备注" /> </el-select>
</el-form-item> </el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="回款金额" prop="price">
<el-input-number
v-model="formData.price"
class="!w-100%"
controls-position="right"
placeholder="请输入回款金额"
/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="回款日期" prop="returnTime">
<el-date-picker
v-model="formData.returnTime"
placeholder="选择回款日期"
type="date"
value-format="x"
/>
</el-form-item>
</el-col>
<el-col :span="24">
<el-form-item label="备注" prop="remark">
<el-input
v-model="formData.remark"
:rows="3"
placeholder="请输入备注"
type="textarea"
/>
</el-form-item>
</el-col>
</el-row>
</el-form> </el-form>
<template #footer> <template #footer>
<el-button @click="submitForm" type="primary" :disabled="formLoading"> </el-button> <el-button :disabled="formLoading" type="primary" @click="submitForm"> </el-button>
<el-button @click="dialogVisible = false"> </el-button> <el-button @click="dialogVisible = false"> </el-button>
</template> </template>
</Dialog> </Dialog>
</template> </template>
<script setup lang="ts"> <script lang="ts" setup>
import { DICT_TYPE, getIntDictOptions, getStrDictOptions } from '@/utils/dict' import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
import * as ReceivableApi from '@/api/crm/receivable' import * as ReceivableApi from '@/api/crm/receivable'
import * as UserApi from '@/api/system/user' import * as UserApi from '@/api/system/user'
import * as CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import { useUserStore } from '@/store/modules/user'
import { DICT_TYPE, getStrDictOptions } from '@/utils/dict'
const { t } = useI18n() // const { t } = useI18n() //
const message = useMessage() // const message = useMessage() //
@ -101,29 +137,19 @@ const dialogVisible = ref(false) // 弹窗的是否展示
const dialogTitle = ref('') // const dialogTitle = ref('') //
const formLoading = ref(false) // 12 const formLoading = ref(false) // 12
const formType = ref('') // create - update - const formType = ref('') // create - update -
const formData = ref({ const formData = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO)
id: undefined, const formRules = reactive({
no: undefined, no: [{ required: true, message: '回款编号不能为空', trigger: 'blur' }],
planId: undefined, customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
customerId: undefined, contractId: [{ required: true, message: '合同不能为空', trigger: 'blur' }],
contractId: undefined, auditStatus: [{ required: true, message: '审批状态不能为空', trigger: 'blur' }],
checkStatus: undefined, returnTime: [{ required: true, message: '回款日期不能为空', trigger: 'blur' }],
processInstanceId: undefined, price: [{ required: true, message: '回款金额不能为空', trigger: 'blur' }]
returnTime: undefined,
returnType: undefined,
price: undefined,
ownerUserId: undefined,
batchId: undefined,
sort: undefined,
dataScope: undefined,
dataScopeDeptIds: undefined,
status: undefined,
remark: undefined
}) })
// const formRules = reactive({
// status: [{ required: true, message: '', trigger: 'change' }]
// })
const formRef = ref() // Ref const formRef = ref() // Ref
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
const contractList = ref<ContractApi.ContractVO[]>([]) //
const receivablePlanList = ref<ReceivablePlanApi.ReceivablePlanVO[]>([]) //
/** 打开弹窗 */ /** 打开弹窗 */
const open = async (type: string, id?: number) => { const open = async (type: string, id?: number) => {
@ -142,6 +168,12 @@ const open = async (type: string, id?: number) => {
} }
// //
userList.value = await UserApi.getSimpleUserList() userList.value = await UserApi.getSimpleUserList()
//
customerList.value = await CustomerApi.getCustomerSimpleList()
//
if (formType.value === 'create') {
formData.value.ownerUserId = useUserStore().getUser.id
}
} }
defineExpose({ open }) // open defineExpose({ open }) // open
@ -173,25 +205,54 @@ const submitForm = async () => {
/** 重置表单 */ /** 重置表单 */
const resetForm = () => { const resetForm = () => {
formData.value = { formData.value = {} as ReceivableApi.ReceivableVO
id: undefined,
no: undefined,
planId: undefined,
customerId: undefined,
contractId: undefined,
checkStatus: undefined,
processInstanceId: undefined,
returnTime: undefined,
returnType: undefined,
price: undefined,
ownerUserId: undefined,
batchId: undefined,
sort: undefined,
dataScope: undefined,
dataScopeDeptIds: undefined,
status: undefined,
remark: undefined
}
formRef.value?.resetFields() formRef.value?.resetFields()
} }
const getContractList = async (customerId: number) => {
contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
}
const getReceivablePlanList = async (contractId: number) => {
receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanListByContractId(
formData.value.customerId,
contractId
)
}
watch(
() => formData.value.customerId,
(newVal) => {
if (!newVal) {
return
}
getContractList(newVal)
},
{
immediate: true
}
)
watch(
() => formData.value.contractId,
(newVal) => {
if (!newVal) {
return
}
getReceivablePlanList(newVal)
},
{
immediate: true
}
)
watch(
() => formData.value.planId,
(newVal) => {
if (!newVal) {
return
}
const receivablePlan = receivablePlanList.value.find((item) => item.id === newVal)
//
if (!formData.value.price || formData.value.price === 0) {
formData.value.price = receivablePlan!.price
}
}
)
</script> </script>

View File

@ -2,49 +2,63 @@
<ContentWrap> <ContentWrap>
<!-- 搜索工作栏 --> <!-- 搜索工作栏 -->
<el-form <el-form
class="-mb-15px"
:model="queryParams"
ref="queryFormRef" ref="queryFormRef"
:inline="true" :inline="true"
:model="queryParams"
class="-mb-15px"
label-width="68px" label-width="68px"
> >
<el-form-item label="回款编号" prop="no"> <el-form-item label="回款编号" prop="no">
<el-input <el-input
v-model="queryParams.no" v-model="queryParams.no"
placeholder="请输入回款编号"
clearable
@keyup.enter="handleQuery"
class="!w-240px" class="!w-240px"
clearable
placeholder="请输入回款编号"
@keyup.enter="handleQuery"
/> />
</el-form-item> </el-form-item>
<el-form-item label="客户名称" prop="customerId"> <el-form-item label="客户名称" prop="customerId">
<el-input <el-select
v-model="queryParams.customerId" v-model="queryParams.customerId"
placeholder="请输入客户名称"
clearable
@keyup.enter="handleQuery"
class="!w-240px" class="!w-240px"
/> placeholder="请选择客户"
@keyup.enter="handleQuery"
>
<el-option
v-for="item in customerList"
:key="item.id"
:label="item.name"
:value="item.id"
/>
</el-select>
</el-form-item> </el-form-item>
<el-form-item> <el-form-item>
<el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button> <el-button @click="handleQuery">
<el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button> <Icon class="mr-5px" icon="ep:search" />
<el-button 搜索
type="primary" </el-button>
plain <el-button @click="resetQuery">
@click="openForm('create')" <Icon class="mr-5px" icon="ep:refresh" />
v-hasPermi="['crm:receivable:create']" 重置
>
<Icon icon="ep:plus" class="mr-5px" /> 新增
</el-button> </el-button>
<el-button <el-button
type="success" v-hasPermi="['crm:receivable:create']"
plain plain
@click="handleExport" type="primary"
:loading="exportLoading" @click="openForm('create')"
v-hasPermi="['crm:receivable:export']"
> >
<Icon icon="ep:download" class="mr-5px" /> 导出 <Icon class="mr-5px" icon="ep:plus" />
新增
</el-button>
<el-button
v-hasPermi="['crm:receivable:export']"
:loading="exportLoading"
plain
type="success"
@click="handleExport"
>
<Icon class="mr-5px" icon="ep:download" />
导出
</el-button> </el-button>
</el-form-item> </el-form-item>
</el-form> </el-form>
@ -52,66 +66,63 @@
<!-- 列表 --> <!-- 列表 -->
<ContentWrap> <ContentWrap>
<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true"> <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
<el-table-column label="ID" align="center" prop="id" /> <el-table-column align="center" label="回款编号" prop="no" />
<el-table-column label="回款编号" align="center" prop="no" /> <el-table-column align="center" label="客户" prop="customerName" />
<!-- <el-table-column label="回款计划ID" align="center" prop="planId" />--> <el-table-column align="center" label="合同" prop="contractName" />
<el-table-column label="客户" align="center" prop="customerId" />
<el-table-column label="合同" align="center" prop="contractId" />
<el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
<template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
</template>
</el-table-column>
<!-- <el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
<el-table-column <el-table-column
label="回款日期"
align="center"
prop="returnTime"
:formatter="dateFormatter2" :formatter="dateFormatter2"
align="center"
label="回款日期"
prop="returnTime"
width="150px" 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"> <template #default="scope">
<dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" /> <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
</template> </template>
</el-table-column> </el-table-column>
<el-table-column label="回款金额(元)" align="center" prop="price" /> <el-table-column align="center" label="回款金额(元)" prop="price" />
<el-table-column label="负责人" align="center" prop="ownerUserId" /> <el-table-column align="center" label="负责人" prop="ownerUserId" />
<el-table-column label="批次" align="center" prop="batchId" /> <el-table-column align="center" label="备注" prop="remark" />
<!--<el-table-column label="显示顺序" align="center" prop="sort" />--> <el-table-column align="center" fixed="right" label="回款状态" prop="auditStatus" width="120">
<el-table-column label="状态" align="center" prop="status">
<template #default="scope"> <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> </template>
</el-table-column> </el-table-column>
<el-table-column label="备注" align="center" prop="remark" /> <el-table-column align="center" fixed="right" label="操作" width="180px">
<el-table-column
label="创建时间"
align="center"
prop="createTime"
:formatter="dateFormatter"
width="180px"
/>
<el-table-column label="操作" align="center" width="180px">
<template #default="scope"> <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 <el-button
v-hasPermi="['crm:receivable:update']"
link link
type="primary" type="primary"
@click="openForm('update', scope.row.id)" @click="openForm('update', scope.row.id)"
v-hasPermi="['crm:receivable:update']"
> >
编辑 编辑
</el-button> </el-button>
<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 link
type="danger" type="danger"
@click="handleDelete(scope.row.id)" @click="handleDelete(scope.row.id)"
v-hasPermi="['crm:receivable:delete']"
> >
删除 删除
</el-button> </el-button>
@ -120,9 +131,9 @@
</el-table> </el-table>
<!-- 分页 --> <!-- 分页 -->
<Pagination <Pagination
:total="total"
v-model:page="queryParams.pageNo"
v-model:limit="queryParams.pageSize" v-model:limit="queryParams.pageSize"
v-model:page="queryParams.pageNo"
:total="total"
@pagination="getList" @pagination="getList"
/> />
</ContentWrap> </ContentWrap>
@ -131,26 +142,27 @@
<ReceivableForm ref="formRef" @success="getList" /> <ReceivableForm ref="formRef" @success="getList" />
</template> </template>
<script setup lang="ts"> <script lang="ts" setup>
import { DICT_TYPE } from '@/utils/dict' import { DICT_TYPE } from '@/utils/dict'
import { dateFormatter, dateFormatter2 } from '@/utils/formatTime' import { dateFormatter2 } from '@/utils/formatTime'
import download from '@/utils/download' import download from '@/utils/download'
import * as ReceivableApi from '@/api/crm/receivable' import * as ReceivableApi from '@/api/crm/receivable'
import ReceivableForm from './ReceivableForm.vue' import ReceivableForm from './ReceivableForm.vue'
import * as CustomerApi from '@/api/crm/customer'
defineOptions({ name: 'Receivable' }) defineOptions({ name: 'Receivable' })
const message = useMessage() // const message = useMessage() //
const { t } = useI18n() // const { t } = useI18n() //
const { push } = useRouter() //
const loading = ref(true) // const loading = ref(true) //
const total = ref(0) // const total = ref(0) //
const list = ref([]) // const list = ref([]) //
const queryParams = reactive({ const queryParams = reactive({
pageNo: 1, pageNo: 1,
pageSize: 10, pageSize: 10,
no: null, no: undefined,
customerId: null customerId: undefined
}) })
const queryFormRef = ref() // const queryFormRef = ref() //
const exportLoading = ref(false) // const exportLoading = ref(false) //
@ -198,6 +210,19 @@ const handleDelete = async (id: number) => {
} catch {} } 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:
/** 导出按钮操作 */ /** 导出按钮操作 */
const handleExport = async () => { const handleExport = async () => {
try { try {
@ -212,9 +237,11 @@ const handleExport = async () => {
exportLoading.value = false exportLoading.value = false
} }
} }
const customerList = ref<CustomerApi.CustomerVO[]>([]) //
/** 初始化 **/ /** 初始化 **/
onMounted(() => { onMounted(async () => {
getList() await getList()
//
customerList.value = await CustomerApi.getCustomerSimpleList()
}) })
</script> </script>

View File

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