!384 feat: 待回款提醒,即将到期的合同,待审核回款

Merge pull request !384 from dhb52/crm-msg

src/api/crm/backlog/index.ts

@@ -3,7 +3,6 @@ import request from '@/config/axios'
 import { type CustomerVO } from '../customer'
 import { type ClueVO } from '../clue'
 
-
 // 查询客户列表
 // TODO @芋艿：看看是不是后续融合到 getCustomerPage 里；
 export const getTodayCustomerPage = async (params) => {
@@ -15,4 +14,4 @@ export const getFollowLeadsPage = async (params) => {
   return await request.get({ url: `/crm/backlog/page`, params })
 }
 
-export  { type CustomerVO, type ClueVO }
+export { type CustomerVO, type ClueVO }

src/views/crm/backlog/tables/CheckContract.vue

@@ -1,15 +1,175 @@
 <!-- 待审核合同 -->
-<!-- TODO: 后续再统一改名字 -->
 <template>
-  <div>
+  <ContentWrap>
-    TODO: 待审核合同
+    <div class="pb-5 text-xl">待审核合同</div>
-  </div>
+    <!-- 搜索工作栏 -->
+    <el-form
+      ref="queryFormRef"
+      :inline="true"
+      :model="queryParams"
+      class="-mb-15px"
+      label-width="68px"
+    >
+      <el-form-item label="合同状态" prop="auditStatus">
+        <el-select
+          v-model="queryParams.auditStatus"
+          class="!w-240px"
+          placeholder="状态"
+          @change="handleQuery"
+        >
+          <el-option
+            v-for="(option, index) in AUDIT_STATUS"
+            :label="option.label"
+            :value="option.value"
+            :key="index"
+          />
+        </el-select>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+
+  <ContentWrap>
+    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
+      <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="130" />
+      <el-table-column align="center" label="合同名称" prop="name" width="130" />
+      <el-table-column align="center" label="客户名称" prop="customerName" width="120">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openCustomerDetail(scope.row.customerId)"
+          >
+            {{ scope.row.customerName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <!-- TODO @puhui999：做了商机详情后，可以把这个超链接加上 -->
+      <el-table-column align="center" label="商机名称" prop="businessName" width="130" />
+      <el-table-column
+        align="center"
+        label="下单时间"
+        prop="orderDate"
+        width="120"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column
+        align="center"
+        label="合同金额"
+        prop="price"
+        width="130"
+        :formatter="fenToYuanFormat"
+      />
+      <el-table-column
+        align="center"
+        label="合同开始时间"
+        prop="startTime"
+        width="120"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column
+        align="center"
+        label="合同结束时间"
+        prop="endTime"
+        width="120"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column align="center" label="客户签约人" prop="contactName" width="130">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openContactDetail(scope.row.contactId)"
+          >
+            {{ scope.row.contactName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
+      <el-table-column align="center" label="备注" prop="remark" width="130" />
+      <!-- TODO @puhui999：后续可加 【已收款金额】、【未收款金额】 -->
+      <el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="120" />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="更新时间"
+        prop="updateTime"
+        width="180px"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="创建时间"
+        prop="createTime"
+        width="180px"
+      />
+      <el-table-column align="center" fixed="right" label="合同状态" prop="auditStatus" width="120">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
+        </template>
+      </el-table-column>
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      v-model:limit="queryParams.pageSize"
+      v-model:page="queryParams.pageNo"
+      :total="total"
+      @pagination="getList"
+    />
+  </ContentWrap>
 </template>
 
 <script setup lang="ts" name="CheckContract">
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import * as ContractApi from '@/api/crm/contract'
+import { fenToYuanFormat } from '@/utils/formatter'
+import { DICT_TYPE } from '@/utils/dict'
+import { AUDIT_STATUS } from './common'
 
+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,
+  auditStatus: 20
+})
+const queryFormRef = ref() // 搜索的表单
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    const data = await ContractApi.getContractPage(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()
+}
+
+/** 打开客户详情 */
+const openCustomerDetail = (id: number) => {
+  push({ name: 'CrmCustomerDetail', params: { id } })
+}
+
+/** 打开联系人详情 */
+const openContactDetail = (id: number) => {
+  push({ name: 'CrmContactDetail', params: { id } })
+}
+
+/** 初始化 **/
+onMounted(() => {
+  getList()
+})
 </script>
 
-<style scoped>
+<style scoped></style>
-
-</style>

src/views/crm/backlog/tables/CheckReceivables.vue

@@ -1,15 +1,124 @@
 <!-- 待审核回款 -->
-<!-- TODO: 后续再统一改名字 -->
 <template>
-  <div>
+  <ContentWrap>
-    TODO: 待审核回款
+    <div class="pb-5 text-xl"> 待审核回款 </div>
-  </div>
+    <!-- 搜索工作栏 -->
+    <el-form
+      class="-mb-15px"
+      :model="queryParams"
+      ref="queryFormRef"
+      :inline="true"
+      label-width="68px"
+    >
+      <el-form-item label="合同状态" prop="auditStatus">
+        <el-select
+          v-model="queryParams.auditStatus"
+          class="!w-240px"
+          placeholder="状态"
+          @change="handleQuery"
+        >
+          <el-option
+            v-for="(option, index) in AUDIT_STATUS"
+            :label="option.label"
+            :value="option.value"
+            :key="index"
+          />
+        </el-select>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+  <!-- 列表 -->
+  <ContentWrap>
+    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+      <el-table-column label="ID" align="center" prop="id" />
+      <el-table-column label="回款编号" align="center" prop="no" />
+      <!-- <el-table-column label="回款计划ID" align="center" prop="planId" />-->
+      <el-table-column label="客户" align="center" prop="customerId" />
+      <el-table-column label="合同" align="center" prop="contractId" />
+      <el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
+        </template>
+      </el-table-column>
+      <!-- <el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
+      <el-table-column
+        label="回款日期"
+        align="center"
+        prop="returnTime"
+        :formatter="dateFormatter2"
+        width="150px"
+      />
+      <el-table-column label="回款方式" align="center" prop="returnType" width="130px">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
+        </template>
+      </el-table-column>
+      <el-table-column label="回款金额(元)" align="center" prop="price" />
+      <el-table-column label="负责人" align="center" prop="ownerUserId" />
+      <el-table-column label="批次" align="center" prop="batchId" />
+      <!--<el-table-column label="显示顺序" align="center" prop="sort" />-->
+      <el-table-column label="状态" align="center" prop="status">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
+        </template>
+      </el-table-column>
+      <el-table-column label="备注" align="center" prop="remark" />
+      <el-table-column
+        label="创建时间"
+        align="center"
+        prop="createTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      :total="total"
+      v-model:page="queryParams.pageNo"
+      v-model:limit="queryParams.pageSize"
+      @pagination="getList"
+    />
+  </ContentWrap>
 </template>
 
 <script setup lang="ts" name="CheckReceivables">
+import { DICT_TYPE } from '@/utils/dict'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import * as ReceivableApi from '@/api/crm/receivable'
+import { AUDIT_STATUS } from './common'
 
+const loading = ref(true) // 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,
+  auditStatus: 20
+})
+const queryFormRef = ref() // 搜索的表单
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    const data = await ReceivableApi.getReceivablePage(queryParams)
+    list.value = data.list
+    total.value = data.total
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  queryParams.pageNo = 1
+  getList()
+}
+
+/** 初始化 **/
+onMounted(() => {
+  getList()
+})
 </script>
 
-<style scoped>
+<style scoped></style>
-
-</style>

src/views/crm/backlog/tables/EndContract.vue

@@ -1,15 +1,175 @@
-<!-- 分配给我的客户 -->
+<!-- 即将到期的合同 -->
-<!-- TODO: 即将到期的合同 -->
 <template>
-  <div>
+  <ContentWrap>
-    TODO: 即将到期的合同
+    <div class="pb-5 text-xl"> 即将到期的合同 </div>
-  </div>
+    <!-- 搜索工作栏 -->
+    <el-form
+      class="-mb-15px"
+      :model="queryParams"
+      ref="queryFormRef"
+      :inline="true"
+      label-width="68px"
+    >
+      <el-form-item label="到期状态" prop="expiryType">
+        <el-select
+          v-model="queryParams.expiryType"
+          class="!w-240px"
+          placeholder="状态"
+          @change="handleQuery"
+        >
+          <el-option
+            v-for="(option, index) in CONTRACT_EXPIRY_TYPE"
+            :label="option.label"
+            :value="option.value"
+            :key="index"
+          />
+        </el-select>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+
+  <ContentWrap>
+    <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
+      <el-table-column align="center" fixed="left" label="合同编号" prop="no" width="130" />
+      <el-table-column align="center" label="合同名称" prop="name" width="130" />
+      <el-table-column align="center" label="客户名称" prop="customerName" width="120">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openCustomerDetail(scope.row.customerId)"
+          >
+            {{ scope.row.customerName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <!-- TODO @puhui999：做了商机详情后，可以把这个超链接加上 -->
+      <el-table-column align="center" label="商机名称" prop="businessName" width="130" />
+      <el-table-column
+        align="center"
+        label="下单时间"
+        prop="orderDate"
+        width="120"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column
+        align="center"
+        label="合同金额"
+        prop="price"
+        width="130"
+        :formatter="fenToYuanFormat"
+      />
+      <el-table-column
+        align="center"
+        label="合同开始时间"
+        prop="startTime"
+        width="120"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column
+        align="center"
+        label="合同结束时间"
+        prop="endTime"
+        width="120"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column align="center" label="客户签约人" prop="contactName" width="130">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openContactDetail(scope.row.contactId)"
+          >
+            {{ scope.row.contactName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
+      <el-table-column align="center" label="备注" prop="remark" width="130" />
+      <!-- TODO @puhui999：后续可加 【已收款金额】、【未收款金额】 -->
+      <el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="120" />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="更新时间"
+        prop="updateTime"
+        width="180px"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="创建时间"
+        prop="createTime"
+        width="180px"
+      />
+      <el-table-column align="center" fixed="right" label="合同状态" prop="auditStatus" width="120">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
+        </template>
+      </el-table-column>
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      v-model:limit="queryParams.pageSize"
+      v-model:page="queryParams.pageNo"
+      :total="total"
+      @pagination="getList"
+    />
+  </ContentWrap>
 </template>
 
 <script setup lang="ts" name="EndContract">
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import * as ContractApi from '@/api/crm/contract'
+import { fenToYuanFormat } from '@/utils/formatter'
+import { DICT_TYPE } from '@/utils/dict'
+import { CONTRACT_EXPIRY_TYPE } from './common'
 
+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,
+  expiryType: 1
+})
+const queryFormRef = ref() // 搜索的表单
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    const data = await ContractApi.getContractPage(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()
+}
+
+/** 打开客户详情 */
+const openCustomerDetail = (id: number) => {
+  push({ name: 'CrmCustomerDetail', params: { id } })
+}
+
+/** 打开联系人详情 */
+const openContactDetail = (id: number) => {
+  push({ name: 'CrmContactDetail', params: { id } })
+}
+
+/** 初始化 **/
+onMounted(() => {
+  getList()
+})
 </script>
 
-<style scoped>
+<style scoped></style>
-
-</style>

src/views/crm/backlog/tables/FollowCustomer.vue

@@ -114,7 +114,6 @@ import { DICT_TYPE } from '@/utils/dict'
 import { dateFormatter } from '@/utils/formatTime'
 import { FOLLOWUP_STATUS } from './common'
 
-
 const { push } = useRouter()
 
 const loading = ref(true) // 列表的加载中

src/views/crm/backlog/tables/PutInPoolRemind.vue

@@ -119,7 +119,7 @@ const queryParams = ref({
   pageNo: 1,
   pageSize: 10,
   sceneType: 1, // 我负责的
-  pool: true, // 固定 公海参数为 true
+  pool: true // 固定 公海参数为 true
 })
 const queryFormRef = ref() // 搜索的表单
 

src/views/crm/backlog/tables/RemindReceivables.vue

@@ -1,15 +1,193 @@
 <!-- 待回款提醒 -->
-<!-- TODO: 后续再统一改名字 -->
 <template>
-  <div>
+  <ContentWrap>
-    TODO: 待回款提醒
+    <div class="pb-5 text-xl">待回款提醒</div>
-  </div>
+    <!-- 搜索工作栏 -->
+    <el-form
+      ref="queryFormRef"
+      :inline="true"
+      :model="queryParams"
+      class="-mb-15px"
+      label-width="68px"
+    >
+      <el-form-item label="合同状态" prop="remindType">
+        <el-select
+          v-model="queryParams.remindType"
+          class="!w-240px"
+          placeholder="状态"
+          @change="handleQuery"
+        >
+          <el-option
+            v-for="(option, index) in RECEIVABLE_REMIND_TYPE"
+            :label="option.label"
+            :value="option.value"
+            :key="index"
+          />
+        </el-select>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+
+  <ContentWrap>
+    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+      <!--<el-table-column label="ID" align="center" prop="id" />-->
+      <el-table-column label="客户名称" align="center" prop="customerId" width="150px" />
+      <el-table-column label="合同名称" align="center" prop="contractId" width="150px" />
+      <el-table-column label="期数" align="center" prop="period" />
+      <el-table-column label="计划回款" align="center" prop="price" />
+      <el-table-column
+        label="计划回款日期"
+        align="center"
+        prop="returnTime"
+        :formatter="dateFormatter2"
+        width="180px"
+      />
+      <el-table-column label="提前几天提醒" align="center" prop="remindDays" />
+      <el-table-column label="完成状态" align="center" prop="status">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
+        </template>
+      </el-table-column>
+      <el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
+        </template>
+      </el-table-column>
+      <!--<el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
+      <el-table-column prop="ownerUserId" label="负责人" width="120">
+        <template #default="scope">
+          {{ userList.find((user) => user.id === scope.row.ownerUserId)?.nickname }}
+        </template>
+      </el-table-column>
+      <el-table-column label="显示顺序" align="center" prop="sort" />
+      <el-table-column label="备注" align="center" prop="remark" />
+      <el-table-column
+        label="创建时间"
+        align="center"
+        prop="createTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-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-plan:update']"
+          >
+            编辑
+          </el-button>
+          <el-button
+            link
+            type="danger"
+            @click="handleDelete(scope.row.id)"
+            v-hasPermi="['crm:receivable-plan: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>
 </template>
 
 <script setup lang="ts" name="RemindReceivables">
+import { DICT_TYPE } from '@/utils/dict'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import download from '@/utils/download'
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
+import * as UserApi from '@/api/system/user'
+import { RECEIVABLE_REMIND_TYPE } from './common'
 
+defineOptions({ name: 'ReceivablePlan' })
+
+const 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 userList = ref<UserApi.UserVO[]>([]) // 用户列表
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  remindType: 1
+})
+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 ReceivablePlanApi.getReceivablePlanPage(queryParams)
+    list.value = data.list
+    total.value = data.total
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  queryParams.pageNo = 1
+  getList()
+}
+
+/** 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 ReceivablePlanApi.deleteReceivablePlan(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 ReceivablePlanApi.exportReceivablePlan(queryParams)
+    download.excel(data, '回款计划.xls')
+  } catch {
+  } finally {
+    exportLoading.value = false
+  }
+}
+
+/** 初始化 **/
+onMounted(async () => {
+  await getList()
+  // 获取用户列表
+  userList.value = await UserApi.getSimpleUserList()
+})
 </script>
 
-<style scoped>
+<style scoped></style>
-
-</style>

src/views/crm/backlog/tables/common.ts

@@ -17,3 +17,22 @@ export const CONTACT_STATUS = [
   { label: '已逾期', value: 2 },
   { label: '已联系', value: 3 }
 ]
+
+/** 审批状态 */
+export const AUDIT_STATUS = [
+  { label: '已审批', value: 20 },
+  { label: '待审批', value: 10 }
+]
+
+/** 回款提醒类型 */
+export const RECEIVABLE_REMIND_TYPE = [
+  { label: '待回款', value: 1 },
+  { label: '已逾期', value: 2 },
+  { label: '已回款', value: 3 }
+]
+
+/** 合同过期状态 */
+export const CONTRACT_EXPIRY_TYPE = [
+  { label: '即将过期', value: 1 },
+  { label: '已过期', value: 2 }
+]