CRM：完善回款集成客户详情和合同详情

(cherry picked from commit 174724da98)

src/views/crm/contract/detail/index.vue

@@ -19,8 +19,18 @@
       <el-tab-pane label="产品">
         <ContractProductList :contract="contract" />
       </el-tab-pane>
-      <!-- TODO @puhui999：回款信息 -->
+      <el-tab-pane label="回款">
-      <el-tab-pane label="回款"> 123 </el-tab-pane>
+        <ReceivablePlanList
+          :contract-id="contract.id!"
+          :customer-id="contract.customerId"
+          @crate-receivable="crateReceivable"
+        />
+        <ReceivableList
+          ref="receivableListRef"
+          :contract-id="contract.id!"
+          :customer-id="contract.customerId"
+        />
+      </el-tab-pane>
       <el-tab-pane label="团队成员">
         <PermissionList
           ref="permissionListRef"
@@ -53,6 +63,8 @@ import ContractForm from '@/views/crm/contract/ContractForm.vue'
 import CrmTransferForm from '@/views/crm/permission/components/TransferForm.vue'
 import PermissionList from '@/views/crm/permission/components/PermissionList.vue'
 import FollowUpList from '@/views/crm/followup/index.vue'
+import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue'
+import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue'
 
 defineOptions({ name: 'CrmContractDetail' })
 const props = defineProps<{ id?: number }>()
@@ -94,8 +106,14 @@ const getOperateLog = async (contractId: number) => {
   logList.value = data.list
 }
 
+/** 从回款计划创建回款 */
+const receivableListRef = ref<InstanceType<typeof ReceivableList>>() // 回款列表 Ref
+const crateReceivable = (planData: any) => {
+  receivableListRef.value?.crateReceivable(planData)
+}
+
 /** 转移 */
-// TODO @puhui999：这个组件，要不传递业务类型，然后组件里判断 title 和 api 能调用哪个；整体治理掉；
+// TODO @puhui999：这个组件，要不传递业务类型，然后组件里判断 title 和 api 能调用哪个；整体治理掉；好呢
 const transferFormRef = ref<InstanceType<typeof CrmTransferForm>>() // 合同转移表单 ref
 const transferContract = () => {
   transferFormRef.value?.open('合同转移', contract.value.id, ContractApi.transferContract)

src/views/crm/customer/detail/index.vue

@@ -26,7 +26,7 @@
     >
       锁定
     </el-button>
-    <el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive"> 领取 </el-button>
+    <el-button v-if="!customer.ownerUserId" type="primary" @click="handleReceive"> 领取</el-button>
     <el-button v-if="!customer.ownerUserId" type="primary" @click="handleDistributeForm">
       分配
     </el-button>
@@ -64,8 +64,8 @@
         <ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
       </el-tab-pane>
       <el-tab-pane label="回款" lazy>
-        <ReceivablePlanList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
+        <ReceivablePlanList :customer-id="customer.id!" @crate-receivable="crateReceivable" />
-        <ReceivableList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
+        <ReceivableList ref="receivableListRef" :customer-id="customer.id!" />
       </el-tab-pane>
       <el-tab-pane label="操作日志">
         <OperateLogV2 :log-list="logList" />
@@ -197,6 +197,12 @@ const getOperateLog = async () => {
   logList.value = data.list
 }
 
+/** 从回款计划创建回款 */
+const receivableListRef = ref<InstanceType<typeof ReceivableList>>() // 回款列表 Ref
+const crateReceivable = (planData: any) => {
+  receivableListRef.value?.crateReceivable(planData)
+}
+
 const close = () => {
   delView(unref(currentRoute))
   push({ name: 'CrmCustomer' })

src/views/crm/receivable/ReceivableForm.vue

@@ -150,9 +150,8 @@ const formRef = ref() // 表单 Ref
 const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
 const contractList = ref<ContractApi.ContractVO[]>([]) // 合同列表
 const receivablePlanList = ref<ReceivablePlanApi.ReceivablePlanVO[]>([]) // 回款计划列表
-
 /** 打开弹窗 */
-const open = async (type: string, id?: number) => {
+const open = async (type: string, id?: number, planData?: ReceivablePlanApi.ReceivablePlanVO) => {
   dialogVisible.value = true
   dialogTitle.value = t('action.' + type)
   formType.value = type
@@ -174,6 +173,12 @@ const open = async (type: string, id?: number) => {
   if (formType.value === 'create') {
     formData.value.ownerUserId = useUserStore().getUser.id
   }
+  // 从回款计划创建回款
+  if (planData) {
+    formData.value.customerId = planData.customerId
+    formData.value.contractId = planData.contractId
+    formData.value.planId = planData.id
+  }
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗
 
@@ -249,9 +254,12 @@ watch(
       return
     }
     const receivablePlan = receivablePlanList.value.find((item) => item.id === newVal)
+    if (!receivablePlan) {
+      return
+    }
     // 只有没有金额的时候才设置
     if (!formData.value.price || formData.value.price === 0) {
-      formData.value.price = receivablePlan!.price
+      formData.value.price = receivablePlan.price
     }
   }
 )

src/views/crm/receivable/components/ReceivableList.vue

@@ -9,40 +9,51 @@
 
   <!-- 列表 -->
   <ContentWrap class="mt-10px">
-    <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="回款编号" fixed="left" align="center" prop="no">
+      <el-table-column align="center" label="回款编号" prop="no" />
-        <template #default="scope">
+      <el-table-column align="center" label="客户" prop="customerName" />
-          <el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
+      <el-table-column align="center" label="合同" prop="contractName" />
-            {{ scope.row.no }}
-          </el-link>
-        </template>
-      </el-table-column>
-      <el-table-column label="合同编号" align="center" prop="contractNo" />
       <el-table-column
-        label="回款金额（元）"
+        :formatter="dateFormatter2"
         align="center"
-        prop="price"
-        :formatter="fenToYuanFormat"
-      />
-      <el-table-column label="负责人" align="center" prop="ownerUserName" />
-      <el-table-column align="center" label="状态" prop="auditStatus">
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
-        </template>
-      </el-table-column>
-      <el-table-column
         label="回款日期"
-        align="center"
         prop="returnTime"
-        :formatter="dateFormatter"
+        width="150px"
-        width="180px"
       />
+      <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" fixed="right" label="操作" width="130px">
+        <template #default="scope">
+          <el-button
+            v-hasPermi="['crm:receivable:update']"
+            link
+            type="primary"
+            @click="openForm('update', scope.row.id)"
+          >
+            编辑
+          </el-button>
+          <el-button
+            v-hasPermi="['crm:receivable:delete']"
+            link
+            type="danger"
+            @click="handleDelete(scope.row.id)"
+          >
+            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"
+      v-model:page="queryParams.pageNo"
+      :total="total"
       @pagination="getList"
     />
   </ContentWrap>
@@ -50,45 +61,43 @@
   <!-- 表单弹窗：添加 -->
   <ReceivableForm ref="formRef" @success="getList" />
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import * as ReceivableApi from '@/api/crm/receivable'
 import ReceivableForm from './../ReceivableForm.vue'
-import { BizTypeEnum } from '@/api/crm/permission'
+import { dateFormatter2 } from '@/utils/formatTime'
-import { dateFormatter } from '@/utils/formatTime'
-import { fenToYuanFormat } from '@/utils/formatter'
 import { DICT_TYPE } from '@/utils/dict'
 
 defineOptions({ name: 'CrmReceivableList' })
 const props = defineProps<{
-  bizType: number // 业务类型
+  customerId?: number // 客户编号
-  bizId: number // 业务编号
+  contractId?: number // 合同编号
 }>()
 
+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,
-  customerId: undefined as unknown // 允许 undefined + number
+  customerId: undefined as unknown, // 允许 undefined + number
+  contractId: undefined as unknown // 允许 undefined + number
 })
 
 /** 查询列表 */
 const getList = async () => {
   loading.value = true
   try {
-    // 置空参数
+    if (props.customerId && !props.contractId) {
-    queryParams.customerId = undefined
+      queryParams.customerId = props.customerId
-    // 执行查询
+    } else if (props.customerId && props.contractId) {
-    let data = { list: [], total: 0 }
+      // 如果是合同的话客户编号也需要带上因为权限基于客户
-    switch (props.bizType) {
+      queryParams.customerId = props.customerId
-      case BizTypeEnum.CRM_CUSTOMER:
+      queryParams.contractId = props.contractId
-        queryParams.customerId = props.bizId
-        data = await ReceivableApi.getReceivablePageByCustomer(queryParams)
-        break
-      default:
-        return
     }
+    const data = await ReceivableApi.getReceivablePageByCustomer(queryParams)
     list.value = data.list
     total.value = data.total
   } finally {
@@ -99,25 +108,45 @@ const getList = async () => {
 /** 搜索按钮操作 */
 const handleQuery = () => {
   queryParams.pageNo = 1
+  // 置空参数
+  queryParams.customerId = undefined
+  queryParams.contractId = undefined
   getList()
 }
 
-/** 添加 */
+/** 添加/修改操作 */
 const formRef = ref()
-const openForm = () => {
+const openForm = (type: string, id?: number) => {
-  formRef.value.open('create')
+  formRef.value.open(type, id)
 }
 
-/** 打开合同详情 */
+/** 删除按钮操作 */
-const { push } = useRouter()
+const handleDelete = async (id: number) => {
-const openDetail = (id: number) => {
+  try {
-  push({ name: 'CrmReceivableDetail', params: { id } })
+    // 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 {}
 }
 
-/** 监听打开的 bizId + bizType，从而加载最新的列表 */
+/** 从回款计划创建回款 */
+const crateReceivable = (planData: any) => {
+  const data = planData as unknown as ReceivablePlanApi.ReceivablePlanVO
+  formRef.value.open('create', undefined, data)
+}
+defineExpose({ crateReceivable })
+/** 监听打开的 customerId + contractId，从而加载最新的列表 */
 watch(
-  () => [props.bizId, props.bizType],
+  () => [props.customerId, props.contractId],
-  () => {
+  (newVal) => {
+    // 保证至少客户编号有值
+    if (!newVal[0]) {
+      return
+    }
     handleQuery()
   },
   { immediate: true, deep: true }

src/views/crm/receivable/index.vue

@@ -83,7 +83,7 @@
         </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="ownerUserId" />
+      <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="回款状态" prop="auditStatus" width="120">
         <template #default="scope">

src/views/crm/receivable/plan/components/ReceivablePlanList.vue

@@ -9,43 +9,73 @@
 
   <!-- 列表 -->
   <ContentWrap class="mt-10px">
-    <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="期数" fixed="left" align="center" prop="no">
+      <el-table-column align="center" label="客户名称" prop="customerName" width="150px" />
-        <template #default="scope">
+      <el-table-column align="center" label="合同编号" prop="contractNo" width="200px" />
-          <el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
+      <el-table-column align="center" label="期数" prop="period" />
-            {{ scope.row.period }}
+      <el-table-column align="center" label="计划回款(元)" prop="price" width="120" />
-          </el-link>
-        </template>
-      </el-table-column>
-      <el-table-column label="客户名称" align="center" prop="customerName" />
-      <el-table-column label="合同编号" align="center" prop="contractNo" />
       <el-table-column
-        label="计划还款金额（元）"
+        :formatter="dateFormatter2"
-        align="center"
-        prop="price"
-        :formatter="fenToYuanFormat"
-      />
-      <el-table-column
-        label="计划还款日期"
         align="center"
+        label="计划回款日期"
         prop="returnTime"
-        :formatter="dateFormatter"
         width="180px"
       />
-      <el-table-column align="center" label="计划还款方式" prop="auditStatus">
+      <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"
+      />
+      <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.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
+          <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)"
+          >
+            创建回款
+          </el-button>
+          <el-button
+            v-hasPermi="['crm:receivable-plan:update']"
+            link
+            type="primary"
+            @click="openForm('update', scope.row.id)"
+          >
+            编辑
+          </el-button>
+          <el-button
+            v-hasPermi="['crm:receivable-plan:delete']"
+            link
+            type="danger"
+            @click="handleDelete(scope.row.id)"
+          >
+            删除
+          </el-button>
         </template>
       </el-table-column>
-      <el-table-column label="提前几日提醒" align="center" prop="remindDays" />
-      <el-table-column label="备注" align="center" prop="remark" />
-      <!-- TODO 芋艿：新建回款、编辑、删除 -->
     </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>
@@ -53,45 +83,42 @@
   <!-- 表单弹窗：添加 -->
   <ReceivableForm ref="formRef" @success="getList" />
 </template>
-<script setup lang="ts">
+<script lang="ts" setup>
 import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import ReceivableForm from './../ReceivablePlanForm.vue'
-import { BizTypeEnum } from '@/api/crm/permission'
-import { dateFormatter } from '@/utils/formatTime'
-import { fenToYuanFormat } from '@/utils/formatter'
 import { DICT_TYPE } from '@/utils/dict'
+import { dateFormatter2 } from '@/utils/formatTime'
 
 defineOptions({ name: 'CrmReceivablePlanList' })
 const props = defineProps<{
-  bizType: number // 业务类型
+  customerId?: number // 客户编号
-  bizId: number // 业务编号
+  contractId?: number // 合同编号
 }>()
 
+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,
-  customerId: undefined as unknown // 允许 undefined + number
+  customerId: undefined as unknown, // 允许 undefined + number
+  contractId: undefined as unknown // 允许 undefined + number
 })
 
 /** 查询列表 */
 const getList = async () => {
   loading.value = true
   try {
-    // 置空参数
+    if (props.customerId && !props.contractId) {
-    queryParams.customerId = undefined
+      queryParams.customerId = props.customerId
-    // 执行查询
+    } else if (props.customerId && props.contractId) {
-    let data = { list: [], total: 0 }
+      // 如果是合同的话客户编号也需要带上因为权限基于客户
-    switch (props.bizType) {
+      queryParams.customerId = props.customerId
-      case BizTypeEnum.CRM_CUSTOMER:
+      queryParams.contractId = props.contractId
-        queryParams.customerId = props.bizId
-        data = await ReceivablePlanApi.getReceivablePlanPageByCustomer(queryParams)
-        break
-      default:
-        return
     }
+    const data = await ReceivablePlanApi.getReceivablePlanPageByCustomer(queryParams)
     list.value = data.list
     total.value = data.total
   } finally {
@@ -102,25 +129,46 @@ const getList = async () => {
 /** 搜索按钮操作 */
 const handleQuery = () => {
   queryParams.pageNo = 1
+  // 置空参数
+  queryParams.customerId = undefined
+  queryParams.contractId = undefined
   getList()
 }
 
-/** 添加 */
+/** 添加/修改操作 */
 const formRef = ref()
-const openForm = () => {
+const openForm = (type: string, id?: number) => {
-  formRef.value.open('create')
+  formRef.value.open(type, id)
 }
 
-/** 打开合同详情 */
+const emits = defineEmits<{
-const { push } = useRouter()
+  (e: 'crateReceivable', v: ReceivablePlanApi.ReceivablePlanVO)
-const openDetail = (id: number) => {
+}>()
-  push({ name: 'CrmReceivablePlanDetail', params: { id } })
+/** 创建回款 */
+const crateReceivable = (row: ReceivablePlanApi.ReceivablePlanVO) => {
+  emits('crateReceivable', row)
 }
 
-/** 监听打开的 bizId + bizType，从而加载最新的列表 */
+/** 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 ReceivablePlanApi.deleteReceivablePlan(id)
+    message.success(t('common.delSuccess'))
+    // 刷新列表
+    await getList()
+  } catch {}
+}
+/** 监听打开的 customerId + contractId，从而加载最新的列表 */
 watch(
-  () => [props.bizId, props.bizType],
+  () => [props.customerId, props.contractId],
-  () => {
+  (newVal) => {
+    // 保证至少客户编号有值
+    if (!newVal[0]) {
+      return
+    }
     handleQuery()
   },
   { immediate: true, deep: true }

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

@@ -86,11 +86,7 @@
         prop="remindTime"
         width="180px"
       />
-      <el-table-column label="负责人" prop="ownerUserId" width="120">
+      <el-table-column label="负责人" prop="ownerUserName" width="120" />
-        <template #default="scope">
-          {{ userList.find((user) => user.id === scope.row.ownerUserId)?.nickname }}
-        </template>
-      </el-table-column>
       <el-table-column align="center" label="备注" prop="remark" />
       <el-table-column
         align="center"