!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
This commit is contained in:
芋道源码
Gitee
commit
a0497a6485
@ -3,7 +3,6 @@ import request from '@/config/axios'
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import { type CustomerVO } from '../customer'
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import { type ClueVO } from '../clue'
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// 查询客户列表
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// TODO @芋艿：看看是不是后续融合到 getCustomerPage 里；
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export const getTodayCustomerPage = async (params) => {
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@ -1,15 +1,175 @@
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<!-- 待审核合同 -->
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<!-- TODO: 后续再统一改名字 -->
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<template>
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<div>
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TODO: 待审核合同
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</div>
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<ContentWrap>
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<div class="pb-5 text-xl">待审核合同</div>
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<!-- 搜索工作栏 -->
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<el-form
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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="合同状态" prop="auditStatus">
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<el-select
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v-model="queryParams.auditStatus"
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class="!w-240px"
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placeholder="状态"
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@change="handleQuery"
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>
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<el-option
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v-for="(option, index) in AUDIT_STATUS"
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:label="option.label"
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:value="option.value"
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:key="index"
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/>
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</el-select>
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</el-form-item>
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</el-form>
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</ContentWrap>
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<ContentWrap>
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<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
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<el-table-column align="center" fixed="left" label="合同编号" prop="no" width="130" />
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<el-table-column align="center" label="合同名称" prop="name" width="130" />
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<el-table-column align="center" label="客户名称" prop="customerName" width="120">
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<template #default="scope">
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<el-link
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:underline="false"
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type="primary"
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@click="openCustomerDetail(scope.row.customerId)"
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>
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{{ scope.row.customerName }}
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</el-link>
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</template>
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</el-table-column>
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<!-- TODO @puhui999：做了商机详情后，可以把这个超链接加上 -->
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<el-table-column align="center" label="商机名称" prop="businessName" width="130" />
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<el-table-column
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align="center"
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label="下单时间"
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prop="orderDate"
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width="120"
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:formatter="dateFormatter2"
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/>
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<el-table-column
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align="center"
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label="合同金额"
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prop="price"
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width="130"
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:formatter="fenToYuanFormat"
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/>
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<el-table-column
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align="center"
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label="合同开始时间"
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prop="startTime"
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width="120"
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:formatter="dateFormatter2"
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/>
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<el-table-column
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align="center"
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label="合同结束时间"
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prop="endTime"
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width="120"
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:formatter="dateFormatter2"
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/>
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<el-table-column align="center" label="客户签约人" prop="contactName" width="130">
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<template #default="scope">
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<el-link
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:underline="false"
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type="primary"
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@click="openContactDetail(scope.row.contactId)"
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>
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{{ scope.row.contactName }}
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</el-link>
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</template>
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</el-table-column>
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<el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
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<el-table-column align="center" label="备注" prop="remark" width="130" />
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<!-- TODO @puhui999：后续可加 【已收款金额】、【未收款金额】 -->
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<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
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<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="更新时间"
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prop="updateTime"
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width="180px"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="创建时间"
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prop="createTime"
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width="180px"
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/>
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<el-table-column align="center" fixed="right" label="合同状态" prop="auditStatus" width="120">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
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</template>
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</el-table-column>
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</el-table>
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<!-- 分页 -->
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<Pagination
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v-model:limit="queryParams.pageSize"
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v-model:page="queryParams.pageNo"
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:total="total"
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@pagination="getList"
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/>
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</ContentWrap>
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</template>
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<script setup lang="ts" name="CheckContract">
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import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
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import * as ContractApi from '@/api/crm/contract'
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import { fenToYuanFormat } from '@/utils/formatter'
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import { DICT_TYPE } from '@/utils/dict'
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import { AUDIT_STATUS } from './common'
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const { push } = useRouter() // 路由
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const loading = ref(true) // 列表的加载中
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const total = ref(0) // 列表的总页数
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const list = ref([]) // 列表的数据
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const queryParams = reactive({
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pageNo: 1,
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pageSize: 10,
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auditStatus: 20
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})
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const queryFormRef = ref() // 搜索的表单
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/** 查询列表 */
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const getList = async () => {
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loading.value = true
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try {
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const data = await ContractApi.getContractPage(queryParams)
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list.value = data.list
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total.value = data.total
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} finally {
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loading.value = false
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}
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}
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/** 搜索按钮操作 */
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const handleQuery = () => {
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queryParams.pageNo = 1
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getList()
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}
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/** 打开客户详情 */
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const openCustomerDetail = (id: number) => {
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push({ name: 'CrmCustomerDetail', params: { id } })
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}
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/** 打开联系人详情 */
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const openContactDetail = (id: number) => {
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push({ name: 'CrmContactDetail', params: { id } })
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}
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/** 初始化 **/
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onMounted(() => {
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getList()
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})
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</script>
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<style scoped>
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</style>
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<style scoped></style>
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@ -1,15 +1,124 @@
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<!-- 待审核回款 -->
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<!-- TODO: 后续再统一改名字 -->
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<template>
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<div>
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TODO: 待审核回款
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</div>
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<ContentWrap>
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<div class="pb-5 text-xl"> 待审核回款 </div>
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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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label-width="68px"
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>
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<el-form-item label="合同状态" prop="auditStatus">
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<el-select
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v-model="queryParams.auditStatus"
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class="!w-240px"
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placeholder="状态"
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@change="handleQuery"
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>
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<el-option
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v-for="(option, index) in AUDIT_STATUS"
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:label="option.label"
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:value="option.value"
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:key="index"
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/>
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</el-select>
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</el-form-item>
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</el-form>
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</ContentWrap>
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<!-- 列表 -->
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<ContentWrap>
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<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
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<el-table-column label="ID" align="center" prop="id" />
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<el-table-column label="回款编号" align="center" prop="no" />
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<!-- <el-table-column label="回款计划ID" align="center" prop="planId" />-->
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<el-table-column label="客户" align="center" prop="customerId" />
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<el-table-column label="合同" align="center" prop="contractId" />
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<el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
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</template>
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</el-table-column>
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<!-- <el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
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<el-table-column
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label="回款日期"
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align="center"
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prop="returnTime"
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:formatter="dateFormatter2"
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width="150px"
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/>
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<el-table-column label="回款方式" align="center" prop="returnType" width="130px">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
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</template>
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</el-table-column>
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<el-table-column label="回款金额(元)" align="center" prop="price" />
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<el-table-column label="负责人" align="center" prop="ownerUserId" />
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<el-table-column label="批次" align="center" prop="batchId" />
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<!--<el-table-column label="显示顺序" align="center" prop="sort" />-->
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<el-table-column label="状态" align="center" prop="status">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
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</template>
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</el-table-column>
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<el-table-column label="备注" align="center" prop="remark" />
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<el-table-column
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label="创建时间"
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align="center"
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prop="createTime"
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:formatter="dateFormatter"
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width="180px"
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/>
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</el-table>
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<!-- 分页 -->
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<Pagination
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:total="total"
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v-model:page="queryParams.pageNo"
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v-model:limit="queryParams.pageSize"
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@pagination="getList"
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/>
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</ContentWrap>
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</template>
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<script setup lang="ts" name="CheckReceivables">
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import { DICT_TYPE } from '@/utils/dict'
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import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
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import * as ReceivableApi from '@/api/crm/receivable'
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import { AUDIT_STATUS } from './common'
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const loading = ref(true) // 列表的加载中
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const total = ref(0) // 列表的总页数
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const list = ref([]) // 列表的数据
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const queryParams = reactive({
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pageNo: 1,
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pageSize: 10,
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auditStatus: 20
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})
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const queryFormRef = ref() // 搜索的表单
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/** 查询列表 */
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const getList = async () => {
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loading.value = true
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try {
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const data = await ReceivableApi.getReceivablePage(queryParams)
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list.value = data.list
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total.value = data.total
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} finally {
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loading.value = false
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}
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}
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/** 搜索按钮操作 */
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const handleQuery = () => {
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queryParams.pageNo = 1
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getList()
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}
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/** 初始化 **/
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onMounted(() => {
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getList()
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})
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</script>
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<style scoped>
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</style>
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<style scoped></style>
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@ -1,15 +1,175 @@
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<!-- 分配给我的客户 -->
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<!-- TODO: 即将到期的合同 -->
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<!-- 即将到期的合同 -->
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<template>
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<div>
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TODO: 即将到期的合同
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</div>
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<ContentWrap>
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<div class="pb-5 text-xl"> 即将到期的合同 </div>
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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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label-width="68px"
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>
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<el-form-item label="到期状态" prop="expiryType">
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<el-select
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v-model="queryParams.expiryType"
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class="!w-240px"
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placeholder="状态"
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@change="handleQuery"
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>
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<el-option
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v-for="(option, index) in CONTRACT_EXPIRY_TYPE"
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:label="option.label"
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:value="option.value"
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:key="index"
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/>
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</el-select>
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</el-form-item>
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</el-form>
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</ContentWrap>
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<ContentWrap>
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<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
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<el-table-column align="center" fixed="left" label="合同编号" prop="no" width="130" />
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<el-table-column align="center" label="合同名称" prop="name" width="130" />
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<el-table-column align="center" label="客户名称" prop="customerName" width="120">
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<template #default="scope">
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<el-link
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:underline="false"
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type="primary"
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@click="openCustomerDetail(scope.row.customerId)"
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>
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{{ scope.row.customerName }}
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</el-link>
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</template>
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</el-table-column>
|
||||
<!-- TODO @puhui999：做了商机详情后，可以把这个超链接加上 -->
|
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<el-table-column align="center" label="商机名称" prop="businessName" width="130" />
|
||||
<el-table-column
|
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align="center"
|
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label="下单时间"
|
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prop="orderDate"
|
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width="120"
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:formatter="dateFormatter2"
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/>
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<el-table-column
|
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align="center"
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label="合同金额"
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prop="price"
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width="130"
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:formatter="fenToYuanFormat"
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/>
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||||
<el-table-column
|
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align="center"
|
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label="合同开始时间"
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prop="startTime"
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||||
width="120"
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:formatter="dateFormatter2"
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/>
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<el-table-column
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align="center"
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label="合同结束时间"
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prop="endTime"
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width="120"
|
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:formatter="dateFormatter2"
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/>
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<el-table-column align="center" label="客户签约人" prop="contactName" width="130">
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||||
<template #default="scope">
|
||||
<el-link
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:underline="false"
|
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type="primary"
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@click="openContactDetail(scope.row.contactId)"
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>
|
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{{ scope.row.contactName }}
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</el-link>
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</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"
|
||||
/>
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||||
<el-table-column
|
||||
:formatter="dateFormatter"
|
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align="center"
|
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label="创建时间"
|
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prop="createTime"
|
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width="180px"
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/>
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<el-table-column align="center" fixed="right" label="合同状态" prop="auditStatus" width="120">
|
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<template #default="scope">
|
||||
<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
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</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>
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||||
|
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<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>
|
||||
<style scoped></style>
|
||||
|
||||
@ -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
|
||||
|
||||
@ -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
|
||||
|
||||
|
||||
@ -1,15 +1,193 @@
|
||||
<!-- 待回款提醒 -->
|
||||
<!-- TODO: 后续再统一改名字 -->
|
||||
<template>
|
||||
<div>
|
||||
TODO: 待回款提醒
|
||||
</div>
|
||||
<ContentWrap>
|
||||
<div class="pb-5 text-xl">待回款提醒</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>
|
||||
<style scoped></style>
|
||||
|
||||
@ -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 }
|
||||
]
|
||||
|
||||
Loading…
Reference in New Issue
Block a user