feat: crm detail
parent
91a9c508a0
commit
181367791f
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@ -29,10 +29,20 @@ export namespace CrmReceivablePlanApi {
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returnTime: Date;
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};
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}
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export interface PlanPageParam extends PageParam {
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customerId?: number;
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contractId?: number;
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contractNo?: string;
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sceneType?: number;
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remindType?: number;
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}
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}
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/** 查询回款计划列表 */
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export function getReceivablePlanPage(params: PageParam) {
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export function getReceivablePlanPage(
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params: CrmReceivablePlanApi.PlanPageParam,
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) {
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return requestClient.get<PageResult<CrmReceivablePlanApi.Plan>>(
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'/crm/receivable-plan/page',
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{ params },
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@ -40,7 +50,9 @@ export function getReceivablePlanPage(params: PageParam) {
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}
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/** 查询回款计划列表(按客户) */
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export function getReceivablePlanPageByCustomer(params: PageParam) {
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export function getReceivablePlanPageByCustomer(
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params: CrmReceivablePlanApi.PlanPageParam,
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) {
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return requestClient.get<PageResult<CrmReceivablePlanApi.Plan>>(
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'/crm/receivable-plan/page-by-customer',
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{ params },
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@ -1,6 +1,5 @@
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<script lang="ts" setup>
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import type { VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { CrmBusinessApi } from '#/api/crm/business';
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import type { CrmReceivableApi } from '#/api/crm/receivable';
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import { ref } from 'vue';
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@ -102,7 +101,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
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refresh: { code: 'query' },
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search: true,
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},
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} as VxeTableGridOptions<CrmBusinessApi.Business>,
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} as VxeTableGridOptions<CrmReceivableApi.Receivable>,
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gridEvents: {
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checkboxAll: setCheckedRows,
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checkboxChange: setCheckedRows,
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@ -121,7 +120,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
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label: $t('ui.actionTitle.create', ['回款']),
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type: 'primary',
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icon: ACTION_ICON.ADD,
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auth: ['crm:business:create'],
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auth: ['crm:receivable:create'],
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onClick: handleCreate,
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},
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]"
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@ -1,7 +1,14 @@
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import type { VbenFormSchema } from '#/adapter/form';
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import type { VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { DescriptionItemSchema } from '#/components/description';
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import { h } from 'vue';
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import { formatDateTime } from '@vben/utils';
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import { getCustomerSimpleList } from '#/api/crm/customer';
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import { DictTag } from '#/components/dict-tag';
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import { erpPriceInputFormatter } from '#/utils';
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import { DICT_TYPE, getDictOptions } from '#/utils/dict';
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/** 新增/修改的表单 */
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@ -228,3 +235,150 @@ export function useGridColumns(): VxeTableGridOptions['columns'] {
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},
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];
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}
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/** 详情页的字段 */
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export function useDetailSchema(): DescriptionItemSchema[] {
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return [
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{
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field: 'customerName',
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label: '客户名称',
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},
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{
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field: 'totalPrice',
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label: '合同金额',
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content: (data) => erpPriceInputFormatter(data.totalPrice),
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},
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{
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field: 'returnTime',
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label: '回款日期',
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content: (data) => formatDateTime(data?.returnTime) as string,
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},
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{
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field: 'price',
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label: '回款金额',
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content: (data) => erpPriceInputFormatter(data.price),
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},
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{
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field: 'ownerUserName',
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label: '负责人',
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},
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];
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}
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/** 详情页的基础字段 */
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export function useDetailBaseSchema(): DescriptionItemSchema[] {
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return [
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{
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field: 'no',
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label: '回款编号',
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},
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{
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field: 'customerName',
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label: '客户名称',
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},
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{
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field: 'contract',
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label: '合同编号',
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content: (data) => data?.contract?.no,
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},
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{
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field: 'returnTime',
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label: '回款日期',
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content: (data) => formatDateTime(data?.returnTime) as string,
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},
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{
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field: 'price',
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label: '回款金额',
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content: (data) => erpPriceInputFormatter(data.price),
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},
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{
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field: 'returnType',
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label: '回款方式',
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content: (data) =>
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h(DictTag, {
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type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE,
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value: data?.returnType,
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}),
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},
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{
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field: 'remark',
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label: '备注',
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},
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];
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}
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/** 详情列表的字段 */
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export function useDetailListColumns(): VxeTableGridOptions['columns'] {
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return [
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{
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title: '回款编号',
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field: 'no',
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minWidth: 150,
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fixed: 'left',
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},
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{
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title: '客户名称',
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field: 'customerName',
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minWidth: 150,
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},
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{
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title: '合同编号',
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field: 'contract',
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minWidth: 150,
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},
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{
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title: '回款日期',
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field: 'returnTime',
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minWidth: 150,
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formatter: 'formatDateTime',
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},
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{
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title: '回款金额(元)',
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field: 'price',
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minWidth: 150,
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formatter: 'formatNumber',
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},
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{
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title: '回款方式',
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field: 'returnType',
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minWidth: 150,
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
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},
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},
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{
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title: '负责人',
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field: 'ownerUserName',
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minWidth: 150,
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},
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{
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title: '备注',
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field: 'remark',
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minWidth: 150,
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},
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{
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title: '合同金额(元)',
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field: 'contract.totalPrice',
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minWidth: 150,
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formatter: 'formatNumber',
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},
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{
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title: '回款状态',
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field: 'auditStatus',
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minWidth: 100,
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fixed: 'right',
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cellRender: {
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name: 'CellDict',
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props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
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},
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},
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{
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title: '操作',
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field: 'actions',
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width: 130,
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fixed: 'right',
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slots: { default: 'actions' },
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},
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];
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}
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@ -53,12 +53,12 @@ function handleCreate() {
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}
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/** 编辑回款计划 */
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function handleEdit(row: CrmReceivablePlanApi.ReceivablePlan) {
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function handleEdit(row: CrmReceivablePlanApi.Plan) {
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formModalApi.setData(row).open();
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}
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/** 删除回款计划 */
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async function handleDelete(row: CrmReceivablePlanApi.ReceivablePlan) {
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async function handleDelete(row: CrmReceivablePlanApi.Plan) {
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const hideLoading = message.loading({
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content: $t('ui.actionMessage.deleting', [row.period]),
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key: 'action_key_msg',
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@ -76,17 +76,17 @@ async function handleDelete(row: CrmReceivablePlanApi.ReceivablePlan) {
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}
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/** 创建回款 */
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function handleCreateReceivable(row: CrmReceivablePlanApi.ReceivablePlan) {
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function handleCreateReceivable(row: CrmReceivablePlanApi.Plan) {
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receivableFormModalApi.setData({ plan: row }).open();
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}
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/** 查看回款计划详情 */
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function handleDetail(row: CrmReceivablePlanApi.ReceivablePlan) {
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function handleDetail(row: CrmReceivablePlanApi.Plan) {
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push({ name: 'CrmReceivablePlanDetail', params: { id: row.id } });
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}
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/** 查看客户详情 */
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function handleCustomerDetail(row: CrmReceivablePlanApi.ReceivablePlan) {
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function handleCustomerDetail(row: CrmReceivablePlanApi.Plan) {
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push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
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}
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@ -117,7 +117,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
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refresh: { code: 'query' },
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search: true,
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},
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} as VxeTableGridOptions<CrmReceivablePlanApi.ReceivablePlan>,
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} as VxeTableGridOptions<CrmReceivablePlanApi.Plan>,
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});
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function onChangeSceneType(key: number | string) {
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@ -1,4 +1,42 @@
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<script lang="ts" setup></script>
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<script lang="ts" setup>
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import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
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import { Divider } from 'ant-design-vue';
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import { useDescription } from '#/components/description';
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import { useFollowUpDetailSchema } from '#/views/crm/followup/data';
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import { useDetailBaseSchema } from '../data';
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defineProps<{
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receivablePlan: CrmReceivablePlanApi.Plan; // 收款计划信息
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}>();
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const [BaseDescription] = useDescription({
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componentProps: {
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title: '基本信息',
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bordered: false,
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column: 4,
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class: 'mx-4',
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},
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schema: useDetailBaseSchema(),
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});
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const [SystemDescription] = useDescription({
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componentProps: {
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title: '系统信息',
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bordered: false,
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column: 3,
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class: 'mx-4',
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},
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schema: useFollowUpDetailSchema(),
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});
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</script>
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<template>
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<div>receivablePlanInfo</div>
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<div class="p-4">
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<BaseDescription :data="receivablePlan" />
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<Divider />
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<SystemDescription :data="receivablePlan" />
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</div>
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</template>
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@ -1,4 +1,171 @@
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<script lang="ts" setup></script>
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<script lang="ts" setup>
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import type { VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { CrmReceivableApi } from '#/api/crm/receivable';
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import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
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import { ref } from 'vue';
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import { useVbenModal } from '@vben/common-ui';
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import { message } from 'ant-design-vue';
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import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
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import {
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deleteReceivablePlan,
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getReceivablePlanPageByCustomer,
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} from '#/api/crm/receivable/plan';
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import { $t } from '#/locales';
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import ReceivableForm from '../../modules/form.vue';
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import { useDetailListColumns } from '../data';
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import Form from './form.vue';
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const props = defineProps<{
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contractId?: number; // 合同编号
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customerId?: number; // 客户编号
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}>();
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const [FormModal, formModalApi] = useVbenModal({
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connectedComponent: Form,
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destroyOnClose: true,
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});
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const [ReceivableFormModal, receivableFormModalApi] = useVbenModal({
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connectedComponent: ReceivableForm,
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destroyOnClose: true,
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});
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const checkedRows = ref<CrmReceivablePlanApi.Plan[]>([]);
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function setCheckedRows({ records }: { records: CrmReceivablePlanApi.Plan[] }) {
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checkedRows.value = records;
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}
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/** 刷新表格 */
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function onRefresh() {
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gridApi.query();
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}
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/** 创建回款计划 */
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function handleCreate() {
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formModalApi.setData(null).open();
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}
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/** 创建回款 */
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function handleCreateReceivable(row: CrmReceivablePlanApi.Plan) {
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receivableFormModalApi.setData({ plan: row }).open();
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}
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/** 编辑回款计划 */
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function handleEdit(row: CrmReceivableApi.Receivable) {
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formModalApi.setData({ receivable: row }).open();
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}
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/** 删除回款计划 */
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async function handleDelete(row: CrmReceivablePlanApi.Plan) {
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const hideLoading = message.loading({
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content: $t('ui.actionMessage.deleting', [row.period]),
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key: 'action_key_msg',
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});
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try {
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await deleteReceivablePlan(row.id as number);
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message.success({
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content: $t('ui.actionMessage.deleteSuccess', [row.period]),
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key: 'action_key_msg',
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});
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onRefresh();
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} finally {
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hideLoading();
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}
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}
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const [Grid, gridApi] = useVbenVxeGrid({
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gridOptions: {
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columns: useDetailListColumns(),
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height: 600,
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keepSource: true,
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proxyConfig: {
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ajax: {
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query: async ({ page }, formValues) => {
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const queryParams: CrmReceivablePlanApi.PlanPageParam = {
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page: page.currentPage,
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pageSize: page.pageSize,
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...formValues,
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};
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if (props.customerId && !props.contractId) {
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queryParams.customerId = props.customerId;
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} else if (props.customerId && props.contractId) {
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// 如果是合同的话客户编号也需要带上因为权限基于客户
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queryParams.customerId = props.customerId;
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queryParams.contractId = props.contractId;
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}
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return await getReceivablePlanPageByCustomer(queryParams);
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},
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},
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},
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rowConfig: {
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keyField: 'id',
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},
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toolbarConfig: {
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refresh: { code: 'query' },
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search: true,
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},
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} as VxeTableGridOptions<CrmReceivablePlanApi.Plan>,
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gridEvents: {
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checkboxAll: setCheckedRows,
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checkboxChange: setCheckedRows,
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},
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});
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</script>
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<template>
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<div>receivablePlanList</div>
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<div>
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<FormModal @success="onRefresh" />
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<ReceivableFormModal @success="onRefresh" />
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<Grid>
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<template #toolbar-tools>
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<TableAction
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:actions="[
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{
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label: $t('ui.actionTitle.create', ['回款计划']),
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type: 'primary',
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icon: ACTION_ICON.ADD,
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auth: ['crm:receivable-plan:create'],
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onClick: handleCreate,
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},
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]"
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/>
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</template>
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<template #actions="{ row }">
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<TableAction
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:actions="[
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{
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label: $t('ui.actionTitle.create', ['回款']),
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type: 'link',
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icon: ACTION_ICON.ADD,
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auth: ['crm:receivable-plan:create'],
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onClick: handleCreateReceivable.bind(null, row),
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},
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{
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label: $t('common.edit'),
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type: 'link',
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icon: ACTION_ICON.EDIT,
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auth: ['crm:receivable-plan:update'],
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onClick: handleEdit.bind(null, row),
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},
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{
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label: $t('common.delete'),
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type: 'link',
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danger: true,
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icon: ACTION_ICON.DELETE,
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auth: ['crm:receivable-plan:delete'],
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popConfirm: {
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title: $t('ui.actionMessage.deleteConfirm', [row.period]),
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confirm: handleDelete.bind(null, row),
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},
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},
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]"
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/>
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</template>
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</Grid>
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</div>
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</template>
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@ -1,7 +1,143 @@
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<script lang="ts" setup></script>
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<script setup lang="ts">
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import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
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import type { SystemOperateLogApi } from '#/api/system/operate-log';
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import { computed, defineAsyncComponent, onMounted, ref } from 'vue';
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import { useRoute, useRouter } from 'vue-router';
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import { Page, useVbenModal } from '@vben/common-ui';
|
||||
import { useTabs } from '@vben/hooks';
|
||||
import { ArrowLeft } from '@vben/icons';
|
||||
|
||||
import { Button, Card, Tabs } from 'ant-design-vue';
|
||||
|
||||
import { getOperateLogPage } from '#/api/crm/operateLog';
|
||||
import { BizTypeEnum } from '#/api/crm/permission';
|
||||
import { getReceivablePlan } from '#/api/crm/receivable/plan';
|
||||
import { useDescription } from '#/components/description';
|
||||
|
||||
import { useDetailSchema } from '../data';
|
||||
import ReceivablePlanForm from './form.vue';
|
||||
|
||||
const PermissionList = defineAsyncComponent(
|
||||
() => import('#/views/crm/permission/modules/permission-list.vue'),
|
||||
);
|
||||
|
||||
const OperateLog = defineAsyncComponent(
|
||||
() => import('#/components/operate-log'),
|
||||
);
|
||||
|
||||
const ReceivablePlanDetailsInfo = defineAsyncComponent(
|
||||
() => import('./detail-info.vue'),
|
||||
);
|
||||
|
||||
const loading = ref(false);
|
||||
|
||||
const route = useRoute();
|
||||
const router = useRouter();
|
||||
const tabs = useTabs();
|
||||
|
||||
const receivablePlanId = ref(0);
|
||||
|
||||
const receivablePlan = ref<CrmReceivablePlanApi.Plan>(
|
||||
{} as CrmReceivablePlanApi.Plan,
|
||||
);
|
||||
const receivablePlanLogList = ref<SystemOperateLogApi.OperateLog[]>([]);
|
||||
const permissionListRef = ref<InstanceType<typeof PermissionList>>(); // 团队成员列表 Ref
|
||||
|
||||
// 校验编辑权限
|
||||
const validateWrite = computed(() => permissionListRef.value?.validateWrite);
|
||||
|
||||
const [Description] = useDescription({
|
||||
componentProps: {
|
||||
bordered: false,
|
||||
column: 4,
|
||||
class: 'mx-4',
|
||||
},
|
||||
schema: useDetailSchema(),
|
||||
});
|
||||
|
||||
const [FormModal, formModalApi] = useVbenModal({
|
||||
connectedComponent: ReceivablePlanForm,
|
||||
destroyOnClose: true,
|
||||
});
|
||||
|
||||
/** 加载线索详情 */
|
||||
async function loadreceivablePlanDetail() {
|
||||
loading.value = true;
|
||||
const data = await getReceivablePlan(receivablePlanId.value);
|
||||
receivablePlan.value = data;
|
||||
// 操作日志
|
||||
const logList = await getOperateLogPage({
|
||||
bizType: BizTypeEnum.CRM_RECEIVABLE_PLAN,
|
||||
bizId: receivablePlanId.value,
|
||||
});
|
||||
receivablePlanLogList.value = logList.list;
|
||||
loading.value = false;
|
||||
}
|
||||
|
||||
/** 返回列表页 */
|
||||
function handleBack() {
|
||||
tabs.closeCurrentTab();
|
||||
router.push('/crm/receivablePlan');
|
||||
}
|
||||
|
||||
/** 编辑收款 */
|
||||
function handleEdit() {
|
||||
formModalApi.setData({ id: receivablePlanId.value }).open();
|
||||
}
|
||||
|
||||
// 加载数据
|
||||
onMounted(async () => {
|
||||
receivablePlanId.value = Number(route.params.id);
|
||||
await loadreceivablePlanDetail();
|
||||
});
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<div>
|
||||
<p>待完成</p>
|
||||
</div>
|
||||
<Page
|
||||
auto-content-height
|
||||
:title="`第${receivablePlan?.period}期`"
|
||||
:loading="loading"
|
||||
>
|
||||
<FormModal @success="loadreceivablePlanDetail" />
|
||||
<template #extra>
|
||||
<div class="flex items-center gap-2">
|
||||
<Button @click="handleBack">
|
||||
<ArrowLeft class="size-5" />
|
||||
返回
|
||||
</Button>
|
||||
<Button
|
||||
v-if="validateWrite"
|
||||
type="primary"
|
||||
@click="handleEdit"
|
||||
v-access:code="['crm:receivable-plan:update']"
|
||||
>
|
||||
{{ $t('ui.actionTitle.edit') }}
|
||||
</Button>
|
||||
</div>
|
||||
</template>
|
||||
<Card class="min-h-[10%]">
|
||||
<Description :data="receivablePlan" />
|
||||
</Card>
|
||||
<Card class="mt-4 min-h-[60%]">
|
||||
<Tabs>
|
||||
<Tabs.TabPane tab="详细资料" key="1" :force-render="true">
|
||||
<ReceivablePlanDetailsInfo :receivable-plan="receivablePlan" />
|
||||
</Tabs.TabPane>
|
||||
<Tabs.TabPane tab="团队成员" key="2" :force-render="true">
|
||||
<PermissionList
|
||||
ref="permissionListRef"
|
||||
:biz-id="receivablePlanId"
|
||||
:biz-type="BizTypeEnum.CRM_RECEIVABLE_PLAN"
|
||||
:show-action="true"
|
||||
@quit-team="handleBack"
|
||||
/>
|
||||
</Tabs.TabPane>
|
||||
<Tabs.TabPane tab="操作日志" key="3" :force-render="true">
|
||||
<OperateLog :log-list="receivablePlanLogList" />
|
||||
</Tabs.TabPane>
|
||||
</Tabs>
|
||||
</Card>
|
||||
</Page>
|
||||
</template>
|
||||
|
|
|
@ -17,7 +17,7 @@ import { $t } from '#/locales';
|
|||
import { useFormSchema } from '../data';
|
||||
|
||||
const emit = defineEmits(['success']);
|
||||
const formData = ref<CrmReceivablePlanApi.ReceivablePlan>();
|
||||
const formData = ref<CrmReceivablePlanApi.Plan>();
|
||||
const getTitle = computed(() => {
|
||||
return formData.value?.id
|
||||
? $t('ui.actionTitle.edit', ['回款计划'])
|
||||
|
@ -45,8 +45,7 @@ const [Modal, modalApi] = useVbenModal({
|
|||
}
|
||||
modalApi.lock();
|
||||
// 提交表单
|
||||
const data =
|
||||
(await formApi.getValues()) as CrmReceivablePlanApi.ReceivablePlan;
|
||||
const data = (await formApi.getValues()) as CrmReceivablePlanApi.Plan;
|
||||
try {
|
||||
await (formData.value?.id
|
||||
? updateReceivablePlan(data)
|
||||
|
@ -65,7 +64,7 @@ const [Modal, modalApi] = useVbenModal({
|
|||
return;
|
||||
}
|
||||
// 加载数据
|
||||
const data = modalApi.getData<CrmReceivablePlanApi.ReceivablePlan>();
|
||||
const data = modalApi.getData<CrmReceivablePlanApi.Plan>();
|
||||
if (!data || !data.id) {
|
||||
return;
|
||||
}
|
||||
|
|
Loading…
Reference in New Issue