crm: 增加基于客户查询回款计划分页

(cherry picked from commit b0c1e55c6a)
2023-12-01 22:46:20 +08:00 · 2023-12-01 22:46:20 +08:00 · ef2a70e3f8
commit ef2a70e3f8
parent 1fa79f9d9e
9 changed files with 143 additions and 106 deletions
--- a/src/api/crm/receivable/plan/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 })
--- 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',
--- 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
--- 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'

--- 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"
--- 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" />
--- a/src/views/crm/receivable/plan/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
--- a/src/views/crm/receivable/plan/components/ReceivablePlanList.vue
+++ 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>
--- a/src/views/crm/receivable/plan/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