【新增】回款管理 功能

src/api/crm/receivable/index.ts

@@ -0,0 +1,51 @@
+import request from '@/config/axios'
+
+export interface ReceivableVO {
+  id: number
+  no: string
+  planId: number
+  customerId: number
+  contractId: number
+  checkStatus: number
+  processInstanceId: number
+  returnTime: Date
+  returnType: string
+  price: number
+  ownerUserId: number
+  batchId: number
+  sort: number
+  dataScope: number
+  dataScopeDeptIds: string
+  status: number
+  remark: string
+}
+
+// 查询回款管理列表
+export const getReceivablePage = async (params) => {
+  return await request.get({ url: `/crm/receivable/page`, params })
+}
+
+// 查询回款管理详情
+export const getReceivable = async (id: number) => {
+  return await request.get({ url: `/crm/receivable/get?id=` + id })
+}
+
+// 新增回款管理
+export const createReceivable = async (data: ReceivableVO) => {
+  return await request.post({ url: `/crm/receivable/create`, data })
+}
+
+// 修改回款管理
+export const updateReceivable = async (data: ReceivableVO) => {
+  return await request.put({ url: `/crm/receivable/update`, data })
+}
+
+// 删除回款管理
+export const deleteReceivable = async (id: number) => {
+  return await request.delete({ url: `/crm/receivable/delete?id=` + id })
+}
+
+// 导出回款管理 Excel
+export const exportReceivable = async (params) => {
+  return await request.download({ url: `/crm/receivable/export-excel`, params })
+}

src/utils/dict.ts

@@ -182,5 +182,9 @@ export enum DICT_TYPE {
   PROMOTION_ACTIVITY_STATUS = 'promotion_activity_status', // 优惠活动的状态
   PROMOTION_CONDITION_TYPE = 'promotion_condition_type', // 营销的条件类型枚举
   PROMOTION_BARGAIN_RECORD_STATUS = 'promotion_bargain_record_status', // 砍价记录的状态
-  PROMOTION_COMBINATION_RECORD_STATUS = 'promotion_combination_record_status' // 拼团记录的状态
+  PROMOTION_COMBINATION_RECORD_STATUS = 'promotion_combination_record_status', // 拼团记录的状态
+
+  // ========== CRM - 客户管理模块 ==========
+  CRM_RECEIVABLE_CHECK_STATUS = 'crm_receivable_check_status',
+  CRM_RETURN_TYPE = 'crm_return_type'
 }

src/views/crm/receivable/ReceivableForm.vue

@@ -0,0 +1,187 @@
+<template>
+  <Dialog :title="dialogTitle" v-model="dialogVisible">
+    <el-form
+      ref="formRef"
+      :model="formData"
+      :rules="formRules"
+      label-width="100px"
+      v-loading="formLoading"
+    >
+      <el-form-item label="回款编号" prop="no">
+        <el-input v-model="formData.no" placeholder="请输入回款编号" />
+      </el-form-item>
+      <!--<el-form-item label="回款计划ID" prop="planId">
+        <el-input v-model="formData.planId" placeholder="请输入回款计划ID" />
+      </el-form-item>-->
+      <el-form-item label="客户ID" prop="customerId">
+        <el-input v-model="formData.customerId" placeholder="请输入客户ID" />
+      </el-form-item>
+      <el-form-item label="合同ID" prop="contractId">
+        <el-input v-model="formData.contractId" placeholder="请输入合同ID" />
+      </el-form-item>
+      <!--<el-form-item label="审批状态" prop="checkStatus">
+        <el-select v-model="formData.checkStatus" placeholder="请选择审批状态">
+          <el-option
+            v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS)"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>-->
+      <!--<el-form-item label="工作流编号" prop="processInstanceId">
+        <el-input v-model="formData.processInstanceId" placeholder="请输入工作流编号" />
+      </el-form-item>-->
+      <el-form-item label="回款日期" prop="returnTime">
+        <el-date-picker
+          v-model="formData.returnTime"
+          type="date"
+          value-format="x"
+          placeholder="选择回款日期"
+        />
+      </el-form-item>
+      <el-form-item label="回款方式" prop="returnType">
+        <el-select v-model="formData.returnType" placeholder="请选择回款方式">
+          <el-option
+            v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RETURN_TYPE)"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="回款金额" prop="price">
+        <el-input-number v-model="formData.price" placeholder="请输入回款金额" />
+      </el-form-item>
+      <el-form-item label="负责人" prop="ownerUserId">
+        <el-input v-model="formData.ownerUserId" placeholder="请输入负责人" />
+      </el-form-item>
+      <el-form-item label="批次" prop="batchId">
+        <el-input v-model="formData.batchId" placeholder="请输入批次" />
+      </el-form-item>
+      <!--<el-form-item label="显示顺序" prop="sort">
+        <el-input v-model="formData.sort" placeholder="请输入显示顺序" />
+      </el-form-item>-->
+      <el-form-item label="状态" prop="status">
+        <el-select v-model="formData.status" placeholder="请选择状态">
+          <el-option
+            v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="备注" prop="remark">
+        <el-input type="textarea" :rows="3" v-model="formData.remark" placeholder="请输入备注" />
+      </el-form-item>
+    </el-form>
+    <template #footer>
+      <el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
+      <el-button @click="dialogVisible = false">取 消</el-button>
+    </template>
+  </Dialog>
+</template>
+<script setup lang="ts">
+import { DICT_TYPE, getIntDictOptions, getStrDictOptions } from '@/utils/dict'
+import * as ReceivableApi from '@/api/crm/receivable'
+
+const { t } = useI18n() // 国际化
+const message = useMessage() // 消息弹窗
+
+const dialogVisible = ref(false) // 弹窗的是否展示
+const dialogTitle = ref('') // 弹窗的标题
+const formLoading = ref(false) // 表单的加载中：1）修改时的数据加载；2）提交的按钮禁用
+const formType = ref('') // 表单的类型：create - 新增；update - 修改
+const formData = ref({
+  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
+})
+const formRules = reactive({
+  status: [{ required: true, message: '状态不能为空', trigger: 'change' }]
+})
+const formRef = ref() // 表单 Ref
+
+/** 打开弹窗 */
+const open = async (type: string, id?: number) => {
+  dialogVisible.value = true
+  dialogTitle.value = t('action.' + type)
+  formType.value = type
+  resetForm()
+  // 修改时，设置数据
+  if (id) {
+    formLoading.value = true
+    try {
+      formData.value = await ReceivableApi.getReceivable(id)
+    } finally {
+      formLoading.value = false
+    }
+  }
+}
+defineExpose({ open }) // 提供 open 方法，用于打开弹窗
+
+/** 提交表单 */
+const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
+const submitForm = async () => {
+  // 校验表单
+  if (!formRef) return
+  const valid = await formRef.value.validate()
+  if (!valid) return
+  // 提交请求
+  formLoading.value = true
+  try {
+    const data = formData.value as unknown as ReceivableApi.ReceivableVO
+    if (formType.value === 'create') {
+      await ReceivableApi.createReceivable(data)
+      message.success(t('common.createSuccess'))
+    } else {
+      await ReceivableApi.updateReceivable(data)
+      message.success(t('common.updateSuccess'))
+    }
+    dialogVisible.value = false
+    // 发送操作成功的事件
+    emit('success')
+  } finally {
+    formLoading.value = false
+  }
+}
+
+/** 重置表单 */
+const resetForm = () => {
+  formData.value = {
+    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()
+}
+</script>

src/views/crm/receivable/index.vue

@@ -0,0 +1,365 @@
+<template>
+  <ContentWrap>
+    <!-- 搜索工作栏 -->
+    <el-form
+      class="-mb-15px"
+      :model="queryParams"
+      ref="queryFormRef"
+      :inline="true"
+      label-width="68px"
+    >
+      <el-form-item label="回款编号" prop="no">
+        <el-input
+          v-model="queryParams.no"
+          placeholder="请输入回款编号"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <!--<el-form-item label="回款计划ID" prop="planId">
+        <el-input
+          v-model="queryParams.planId"
+          placeholder="请输入回款计划ID"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>-->
+      <el-form-item label="客户" prop="customerId">
+        <el-input
+          v-model="queryParams.customerId"
+          placeholder="请输入客户"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item label="合同" prop="contractId">
+        <el-input
+          v-model="queryParams.contractId"
+          placeholder="请输入合同"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item label="审批状态" prop="checkStatus">
+        <el-select
+          v-model="queryParams.checkStatus"
+          placeholder="请选择审批状态"
+          clearable
+          class="!w-240px"
+        >
+          <el-option
+            v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS)"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <!--<el-form-item label="工作流编号" prop="processInstanceId">
+        <el-input
+          v-model="queryParams.processInstanceId"
+          placeholder="请输入工作流编号"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>-->
+      <el-form-item label="回款日期" prop="returnTime">
+        <el-date-picker
+          v-model="queryParams.returnTime"
+          value-format="YYYY-MM-DD HH:mm:ss"
+          type="daterange"
+          start-placeholder="开始日期"
+          end-placeholder="结束日期"
+          :default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item label="回款方式" prop="returnType">
+        <el-select
+          v-model="queryParams.returnType"
+          placeholder="请选择回款方式"
+          clearable
+          class="!w-240px"
+        >
+          <el-option
+            v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RETURN_TYPE)"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <!--<el-form-item label="回款金额" prop="price">
+        <el-input
+          v-model="queryParams.price"
+          placeholder="请输入回款金额"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>-->
+      <el-form-item label="负责人" prop="ownerUserId">
+        <el-input
+          v-model="queryParams.ownerUserId"
+          placeholder="请输入负责人"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <!--<el-form-item label="批次" prop="batchId">
+        <el-input
+          v-model="queryParams.batchId"
+          placeholder="请输入批次"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>-->
+      <!--<el-form-item label="数据范围（1：全部数据权限 2：自定数据权限 3：本部门数据权限 4：本部门及以下数据权限）" prop="dataScope">
+        <el-input
+          v-model="queryParams.dataScope"
+          placeholder="请输入数据范围（1：全部数据权限 2：自定数据权限 3：本部门数据权限 4：本部门及以下数据权限）"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item label="数据范围(指定部门数组)" prop="dataScopeDeptIds">
+        <el-input
+          v-model="queryParams.dataScopeDeptIds"
+          placeholder="请输入数据范围(指定部门数组)"
+          clearable
+          @keyup.enter="handleQuery"
+          class="!w-240px"
+        />
+      </el-form-item>-->
+      <el-form-item label="状态" prop="status">
+        <el-select v-model="queryParams.status" placeholder="请选择状态" clearable class="!w-240px">
+          <el-option
+            v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)"
+            :key="dict.value"
+            :label="dict.label"
+            :value="dict.value"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="创建时间" prop="createTime">
+        <el-date-picker
+          v-model="queryParams.createTime"
+          value-format="YYYY-MM-DD HH:mm:ss"
+          type="daterange"
+          start-placeholder="开始日期"
+          end-placeholder="结束日期"
+          :default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
+          class="!w-240px"
+        />
+      </el-form-item>
+      <el-form-item>
+        <el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
+        <el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
+        <el-button
+          type="primary"
+          plain
+          @click="openForm('create')"
+          v-hasPermi="['crm:receivable:create']"
+        >
+          <Icon icon="ep:plus" class="mr-5px" /> 新增
+        </el-button>
+        <el-button
+          type="success"
+          plain
+          @click="handleExport"
+          :loading="exportLoading"
+          v-hasPermi="['crm:receivable:export']"
+        >
+          <Icon icon="ep:download" class="mr-5px" /> 导出
+        </el-button>
+      </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_RECEIVABLE_CHECK_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_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-column label="操作" align="center" width="130px">
+        <template #default="scope">
+          <el-button
+            link
+            type="primary"
+            @click="openForm('update', scope.row.id)"
+            v-hasPermi="['crm:receivable:update']"
+          >
+            编辑
+          </el-button>
+          <el-button
+            link
+            type="danger"
+            @click="handleDelete(scope.row.id)"
+            v-hasPermi="['crm:receivable:delete']"
+          >
+            删除
+          </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="formRef" @success="getList" />
+</template>
+
+<script setup lang="ts">
+import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import download from '@/utils/download'
+import * as ReceivableApi from '@/api/crm/receivable'
+import ReceivableForm from './ReceivableForm.vue'
+
+defineOptions({ name: 'Receivable' })
+
+const message = useMessage() // 消息弹窗
+const { t } = useI18n() // 国际化
+
+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,
+  planId: null,
+  customerId: null,
+  contractId: null,
+  checkStatus: null,
+  processInstanceId: null,
+  returnTime: [],
+  returnType: null,
+  price: null,
+  ownerUserId: null,
+  batchId: null,
+  sort: null,
+  dataScope: null,
+  dataScopeDeptIds: null,
+  status: null,
+  remark: null,
+  createTime: []
+})
+const queryFormRef = ref() // 搜索的表单
+const exportLoading = ref(false) // 导出的加载中
+
+/** 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()
+}
+
+/** 重置按钮操作 */
+const resetQuery = () => {
+  queryFormRef.value.resetFields()
+  handleQuery()
+}
+
+/** 添加/修改操作 */
+const formRef = ref()
+const openForm = (type: string, id?: number) => {
+  formRef.value.open(type, id)
+}
+
+/** 删除按钮操作 */
+const handleDelete = async (id: number) => {
+  try {
+    // 删除的二次确认
+    await message.delConfirm()
+    // 发起删除
+    await ReceivableApi.deleteReceivable(id)
+    message.success(t('common.delSuccess'))
+    // 刷新列表
+    await getList()
+  } catch {}
+}
+
+/** 导出按钮操作 */
+const handleExport = async () => {
+  try {
+    // 导出的二次确认
+    await message.exportConfirm()
+    // 发起导出
+    exportLoading.value = true
+    const data = await ReceivableApi.exportReceivable(queryParams)
+    download.excel(data, '回款管理.xls')
+  } catch {
+  } finally {
+    exportLoading.value = false
+  }
+}
+
+/** 初始化 **/
+onMounted(() => {
+  getList()
+})
+</script>