From bdc80ea55b676dee414927f7faa6a0ca38471d66 Mon Sep 17 00:00:00 2001
From: YunaiV <zhijiantianya@gmail.com>
Date: Fri, 1 Dec 2023 19:37:51 +0800
Subject: [PATCH 1/2] =?UTF-8?q?crm:=20=E5=A2=9E=E5=8A=A0=E5=9F=BA=E4=BA=8E?=
 =?UTF-8?q?=E5=AE=A2=E6=88=B7=E6=9F=A5=E8=AF=A2=E5=9B=9E=E6=AC=BE=E5=88=86?=
 =?UTF-8?q?=E9=A1=B5?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 src/api/crm/receivable/index.ts               |  23 +--
 src/views/crm/customer/detail/index.vue       |   5 +-
 .../receivable/components/ReceivableList.vue  | 125 ++++++++++++++
 src/views/crm/receivable/index.vue            | 155 +-----------------
 4 files changed, 144 insertions(+), 164 deletions(-)
 create mode 100644 src/views/crm/receivable/components/ReceivableList.vue

diff --git a/src/api/crm/receivable/index.ts b/src/api/crm/receivable/index.ts
index 0828bf4b..a9812a76 100644
--- a/src/api/crm/receivable/index.ts
+++ b/src/api/crm/receivable/index.ts
@@ -6,46 +6,47 @@ export interface ReceivableVO {
   planId: number
   customerId: number
   contractId: number
-  checkStatus: number
+  auditStatus: 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
+// 查询回款列表
 export const getReceivablePage = async (params) => {
   return await request.get({ url: `/crm/receivable/page`, params })
 }
 
-// 查询回款管理详情
+// 查询回款列表
+export const getReceivablePageByCustomer = async (params) => {
+  return await request.get({ url: `/crm/receivable/page-by-customer`, params })
+}
+
+// 查询回款详情
 export const getReceivable = async (id: number) => {
   return await request.get({ url: `/crm/receivable/get?id=` + id })
 }
 
-// 新增回款管理
+// 新增回款
 export const createReceivable = async (data: ReceivableVO) => {
   return await request.post({ url: `/crm/receivable/create`, data })
 }
 
-// 修改回款管理
+// 修改回款
 export const updateReceivable = async (data: ReceivableVO) => {
   return await request.put({ url: `/crm/receivable/update`, data })
 }
 
-// 删除回款管理
+// 删除回款
 export const deleteReceivable = async (id: number) => {
   return await request.delete({ url: `/crm/receivable/delete?id=` + id })
 }
 
-// 导出回款管理 Excel
+// 导出回款 Excel
 export const exportReceivable = async (params) => {
   return await request.download({ url: `/crm/receivable/export-excel`, params })
 }
diff --git a/src/views/crm/customer/detail/index.vue b/src/views/crm/customer/detail/index.vue
index 6de6f170..10c168c4 100644
--- a/src/views/crm/customer/detail/index.vue
+++ b/src/views/crm/customer/detail/index.vue
@@ -18,7 +18,9 @@
       <el-tab-pane label="合同" lazy>
         <ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
       </el-tab-pane>
-      <el-tab-pane label="回款" lazy>TODO待开发 </el-tab-pane>
+      <el-tab-pane label="回款" lazy>
+        <ReceivableList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
+      </el-tab-pane>
       <el-tab-pane label="回访" lazy>TODO 待开发</el-tab-pane>
     </el-tabs>
   </el-col>
@@ -31,6 +33,7 @@ import CustomerDetailsHeader from './CustomerDetailsHeader.vue' // 客户明细
 import ContactList from '@/views/crm/contact/components/ContactList.vue' // 联系人列表
 import ContractList from '@/views/crm/contract/components/ContractList.vue' // 合同列表
 import BusinessList from '@/views/crm/business/components/BusinessList.vue' // 商机列表
+import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
 import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
 import { BizTypeEnum } from '@/api/crm/permission'
 
diff --git a/src/views/crm/receivable/components/ReceivableList.vue b/src/views/crm/receivable/components/ReceivableList.vue
new file mode 100644
index 00000000..5f7881f2
--- /dev/null
+++ b/src/views/crm/receivable/components/ReceivableList.vue
@@ -0,0 +1,125 @@
+<template>
+  <!-- 操作栏 -->
+  <el-row justify="end">
+    <el-button @click="openForm">
+      <Icon class="mr-5px" icon="icon-park:income-one" />
+      创建回款
+    </el-button>
+  </el-row>
+
+  <!-- 列表 -->
+  <ContentWrap class="mt-10px">
+    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+      <el-table-column label="回款编号" fixed="left" align="center" prop="no">
+        <template #default="scope">
+          <el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
+            {{ 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）"
+        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="180px"
+      />
+    </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 -->
+  <ReceivableForm ref="formRef" @success="getList" />
+</template>
+<script setup lang="ts">
+import * as ReceivableApi from '@/api/crm/receivable'
+import ReceivableForm from './../ReceivableForm.vue'
+import { BizTypeEnum } from '@/api/crm/permission'
+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
+  bizId: number // 业务编号
+}>()
+
+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
+})
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    // 置空参数
+    queryParams.customerId = undefined
+    // 执行查询
+    let data = { list: [], total: 0 }
+    switch (props.bizType) {
+      case BizTypeEnum.CRM_CUSTOMER:
+        queryParams.customerId = props.bizId
+        data = await ReceivableApi.getReceivablePageByCustomer(queryParams)
+        break
+      default:
+        return
+    }
+    list.value = data.list
+    total.value = data.total
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  queryParams.pageNo = 1
+  getList()
+}
+
+/** 添加 */
+const formRef = ref()
+const openForm = () => {
+  formRef.value.open('create')
+}
+
+/** 打开合同详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmReceivableDetail', params: { id } })
+}
+
+/** 监听打开的 bizId + bizType，从而加载最新的列表 */
+watch(
+  () => [props.bizId, props.bizType],
+  () => {
+    handleQuery()
+  },
+  { immediate: true, deep: true }
+)
+</script>
diff --git a/src/views/crm/receivable/index.vue b/src/views/crm/receivable/index.vue
index 58d7423b..3d91049a 100644
--- a/src/views/crm/receivable/index.vue
+++ b/src/views/crm/receivable/index.vue
@@ -17,15 +17,6 @@
           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="客户名称" prop="customerId">
         <el-input
           v-model="queryParams.customerId"
@@ -35,131 +26,6 @@
           class="!w-240px"
         />
       </el-form-item>
-      <el-form-item label="合同名称" prop="contractId">
-        <el-input
-          v-model="queryParams.contractId"
-          placeholder="请输入合同名称"
-          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_AUDIT_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>
@@ -266,7 +132,7 @@
 </template>
 
 <script setup lang="ts">
-import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
+import { DICT_TYPE } from '@/utils/dict'
 import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
 import download from '@/utils/download'
 import * as ReceivableApi from '@/api/crm/receivable'
@@ -284,22 +150,7 @@ 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: []
+  customerId: null
 })
 const queryFormRef = ref() // 搜索的表单
 const exportLoading = ref(false) // 导出的加载中
@@ -355,7 +206,7 @@ const handleExport = async () => {
     // 发起导出
     exportLoading.value = true
     const data = await ReceivableApi.exportReceivable(queryParams)
-    download.excel(data, '回款管理.xls')
+    download.excel(data, '回款.xls')
   } catch {
   } finally {
     exportLoading.value = false

From b0c1e55c6ac08a4a5493bbf651beb26f168afab5 Mon Sep 17 00:00:00 2001
From: YunaiV <zhijiantianya@gmail.com>
Date: Fri, 1 Dec 2023 22:46:20 +0800
Subject: [PATCH 2/2] =?UTF-8?q?crm:=20=E5=A2=9E=E5=8A=A0=E5=9F=BA=E4=BA=8E?=
 =?UTF-8?q?=E5=AE=A2=E6=88=B7=E6=9F=A5=E8=AF=A2=E5=9B=9E=E6=AC=BE=E8=AE=A1?=
 =?UTF-8?q?=E5=88=92=E5=88=86=E9=A1=B5?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 .../plan}/index.ts                            |   5 +
 src/utils/dict.ts                             |   2 +-
 .../crm/contact/components/ContactList.vue    |   1 +
 src/views/crm/customer/detail/index.vue       |   2 +
 src/views/crm/receivable/ReceivableForm.vue   |   2 +-
 src/views/crm/receivable/index.vue            |   2 +-
 .../plan}/ReceivablePlanForm.vue              |   2 +-
 .../plan/components/ReceivablePlanList.vue    | 128 ++++++++++++++++++
 .../plan}/index.vue                           | 105 +-------------
 9 files changed, 143 insertions(+), 106 deletions(-)
 rename src/api/crm/{receivablePlan => receivable/plan}/index.ts (88%)
 rename src/views/crm/{receivablePlan => receivable/plan}/ReceivablePlanForm.vue (99%)
 create mode 100644 src/views/crm/receivable/plan/components/ReceivablePlanList.vue
 rename src/views/crm/{receivablePlan => receivable/plan}/index.vue (66%)

diff --git a/src/api/crm/receivablePlan/index.ts b/src/api/crm/receivable/plan/index.ts
similarity index 88%
rename from src/api/crm/receivablePlan/index.ts
rename to src/api/crm/receivable/plan/index.ts
index f80f0572..3ddbd7db 100644
--- a/src/api/crm/receivablePlan/index.ts
+++ b/src/api/crm/receivable/plan/index.ts
@@ -23,6 +23,11 @@ export const getReceivablePlanPage = async (params) => {
   return await request.get({ url: `/crm/receivable-plan/page`, params })
 }
 
+// 查询回款计划列表
+export const getReceivablePlanPageByCustomer = async (params) => {
+  return await request.get({ url: `/crm/receivable-plan/page-by-customer`, params })
+}
+
 // 查询回款计划详情
 export const getReceivablePlan = async (id: number) => {
   return await request.get({ url: `/crm/receivable-plan/get?id=` + id })
diff --git a/src/utils/dict.ts b/src/utils/dict.ts
index f82a28b8..65d185b7 100644
--- a/src/utils/dict.ts
+++ b/src/utils/dict.ts
@@ -192,7 +192,7 @@ export enum DICT_TYPE {
   // ========== CRM - 客户管理模块 ==========
   CRM_AUDIT_STATUS = 'crm_audit_status', // CRM 审批状态
   CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型
-  CRM_RETURN_TYPE = 'crm_return_type',
+  CRM_RECEIVABLE_RETURN_TYPE = 'crm_receivable_return_type', // CRM 回款的还款方式
   CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry',
   CRM_CUSTOMER_LEVEL = 'crm_customer_level',
   CRM_CUSTOMER_SOURCE = 'crm_customer_source',
diff --git a/src/views/crm/contact/components/ContactList.vue b/src/views/crm/contact/components/ContactList.vue
index 8aa40960..b41c5456 100644
--- a/src/views/crm/contact/components/ContactList.vue
+++ b/src/views/crm/contact/components/ContactList.vue
@@ -25,6 +25,7 @@
           <dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.master" />
         </template>
       </el-table-column>
+      <!-- TODO 芋艿：【操作：设为首要联系人】 -->
     </el-table>
     <!-- 分页 -->
     <Pagination
diff --git a/src/views/crm/customer/detail/index.vue b/src/views/crm/customer/detail/index.vue
index 10c168c4..f21a6ac3 100644
--- a/src/views/crm/customer/detail/index.vue
+++ b/src/views/crm/customer/detail/index.vue
@@ -19,6 +19,7 @@
         <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" />
         <ReceivableList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
       </el-tab-pane>
       <el-tab-pane label="回访" lazy>TODO 待开发</el-tab-pane>
@@ -34,6 +35,7 @@ import ContactList from '@/views/crm/contact/components/ContactList.vue' // 联
 import ContractList from '@/views/crm/contract/components/ContractList.vue' // 合同列表
 import BusinessList from '@/views/crm/business/components/BusinessList.vue' // 商机列表
 import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
+import ReceivablePlanList from '@/views/crm/receivable/plan/components/ReceivablePlanList.vue' // 回款计划列表
 import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
 import { BizTypeEnum } from '@/api/crm/permission'
 
diff --git a/src/views/crm/receivable/ReceivableForm.vue b/src/views/crm/receivable/ReceivableForm.vue
index c338fe97..60206bf7 100644
--- a/src/views/crm/receivable/ReceivableForm.vue
+++ b/src/views/crm/receivable/ReceivableForm.vue
@@ -43,7 +43,7 @@
       <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)"
+            v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
             :key="dict.value"
             :label="dict.label"
             :value="dict.value"
diff --git a/src/views/crm/receivable/index.vue b/src/views/crm/receivable/index.vue
index 3d91049a..c5478c2f 100644
--- a/src/views/crm/receivable/index.vue
+++ b/src/views/crm/receivable/index.vue
@@ -73,7 +73,7 @@
       />
       <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" />
+          <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" />
diff --git a/src/views/crm/receivablePlan/ReceivablePlanForm.vue b/src/views/crm/receivable/plan/ReceivablePlanForm.vue
similarity index 99%
rename from src/views/crm/receivablePlan/ReceivablePlanForm.vue
rename to src/views/crm/receivable/plan/ReceivablePlanForm.vue
index bbc0379c..29897b15 100644
--- a/src/views/crm/receivablePlan/ReceivablePlanForm.vue
+++ b/src/views/crm/receivable/plan/ReceivablePlanForm.vue
@@ -88,7 +88,7 @@
   </Dialog>
 </template>
 <script setup lang="ts">
-import * as ReceivablePlanApi from '@/api/crm/receivablePlan'
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import * as UserApi from '@/api/system/user'
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
diff --git a/src/views/crm/receivable/plan/components/ReceivablePlanList.vue b/src/views/crm/receivable/plan/components/ReceivablePlanList.vue
new file mode 100644
index 00000000..dc150cbc
--- /dev/null
+++ b/src/views/crm/receivable/plan/components/ReceivablePlanList.vue
@@ -0,0 +1,128 @@
+<template>
+  <!-- 操作栏 -->
+  <el-row justify="end">
+    <el-button @click="openForm">
+      <Icon class="mr-5px" icon="icon-park:income" />
+      创建回款计划
+    </el-button>
+  </el-row>
+
+  <!-- 列表 -->
+  <ContentWrap class="mt-10px">
+    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+      <el-table-column label="期数" fixed="left" align="center" prop="no">
+        <template #default="scope">
+          <el-link type="primary" :underline="false" @click="openDetail(scope.row.id)">
+            {{ scope.row.period }}
+          </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）"
+        align="center"
+        prop="price"
+        :formatter="fenToYuanFormat"
+      />
+      <el-table-column
+        label="计划还款日期"
+        align="center"
+        prop="returnTime"
+        :formatter="dateFormatter"
+        width="180px"
+      />
+      <el-table-column align="center" label="计划还款方式" prop="auditStatus">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
+        </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"
+      @pagination="getList"
+    />
+  </ContentWrap>
+
+  <!-- 表单弹窗：添加 -->
+  <ReceivableForm ref="formRef" @success="getList" />
+</template>
+<script setup lang="ts">
+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'
+
+defineOptions({ name: 'CrmReceivablePlanList' })
+const props = defineProps<{
+  bizType: number // 业务类型
+  bizId: number // 业务编号
+}>()
+
+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
+})
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    // 置空参数
+    queryParams.customerId = undefined
+    // 执行查询
+    let data = { list: [], total: 0 }
+    switch (props.bizType) {
+      case BizTypeEnum.CRM_CUSTOMER:
+        queryParams.customerId = props.bizId
+        data = await ReceivablePlanApi.getReceivablePlanPageByCustomer(queryParams)
+        break
+      default:
+        return
+    }
+    list.value = data.list
+    total.value = data.total
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 搜索按钮操作 */
+const handleQuery = () => {
+  queryParams.pageNo = 1
+  getList()
+}
+
+/** 添加 */
+const formRef = ref()
+const openForm = () => {
+  formRef.value.open('create')
+}
+
+/** 打开合同详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmReceivablePlanDetail', params: { id } })
+}
+
+/** 监听打开的 bizId + bizType，从而加载最新的列表 */
+watch(
+  () => [props.bizId, props.bizType],
+  () => {
+    handleQuery()
+  },
+  { immediate: true, deep: true }
+)
+</script>
diff --git a/src/views/crm/receivablePlan/index.vue b/src/views/crm/receivable/plan/index.vue
similarity index 66%
rename from src/views/crm/receivablePlan/index.vue
rename to src/views/crm/receivable/plan/index.vue
index 2d0cf612..decd79bc 100644
--- a/src/views/crm/receivablePlan/index.vue
+++ b/src/views/crm/receivable/plan/index.vue
@@ -26,96 +26,6 @@
           class="!w-240px"
         />
       </el-form-item>
-      <el-form-item label="完成状态" prop="status">
-        <el-select
-          v-model="queryParams.status"
-          placeholder="请选择完成状态"
-          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="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 getStrDictOptions(DICT_TYPE.CRM_AUDIT_STATUS)"
-            :key="dict.value"
-            :label="dict.label"
-            :value="dict.value"
-          />
-        </el-select>
-      </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="提前几天提醒" prop="remindDays">
-        <el-input
-          v-model="queryParams.remindDays"
-          placeholder="请输入提前几天提醒"
-          clearable
-          @keyup.enter="handleQuery"
-          class="!w-240px"
-        />
-      </el-form-item>-->
-      <!--<el-form-item label="提醒日期" prop="remindTime">
-        <el-date-picker
-          v-model="queryParams.remindTime"
-          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="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="备注" prop="remark">
-        <el-input
-          v-model="queryParams.remark"
-          placeholder="请输入备注"
-          clearable
-          @keyup.enter="handleQuery"
-          class="!w-240px"
-        />
-      </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>
@@ -224,10 +134,10 @@
 </template>
 
 <script setup lang="ts">
-import { DICT_TYPE, getIntDictOptions, getStrDictOptions } from '@/utils/dict'
+import { DICT_TYPE } from '@/utils/dict'
 import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
 import download from '@/utils/download'
-import * as ReceivablePlanApi from '@/api/crm/receivablePlan'
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import ReceivablePlanForm from './ReceivablePlanForm.vue'
 import * as UserApi from '@/api/system/user'
 
@@ -243,17 +153,8 @@ const userList = ref<UserApi.UserVO[]>([]) // 用户列表
 const queryParams = reactive({
   pageNo: 1,
   pageSize: 10,
-  period: null,
-  status: null,
-  checkStatus: null,
-  returnTime: [],
-  remindDays: null,
-  remindTime: [],
   customerId: null,
-  contractId: null,
-  ownerUserId: null,
-  remark: null,
-  createTime: []
+  contractId: null
 })
 const queryFormRef = ref() // 搜索的表单
 const exportLoading = ref(false) // 导出的加载中