feat: crm detail

apps/web-antd/src/api/crm/receivable/plan/index.ts

@@ -29,10 +29,20 @@ export namespace CrmReceivablePlanApi {
       returnTime: Date;
     };
   }
+
+  export interface PlanPageParam extends PageParam {
+    customerId?: number;
+    contractId?: number;
+    contractNo?: string;
+    sceneType?: number;
+    remindType?: number;
+  }
 }
 
 /** 查询回款计划列表 */
-export function getReceivablePlanPage(params: PageParam) {
+export function getReceivablePlanPage(
+  params: CrmReceivablePlanApi.PlanPageParam,
+) {
   return requestClient.get<PageResult<CrmReceivablePlanApi.Plan>>(
     '/crm/receivable-plan/page',
     { params },
@@ -40,7 +50,9 @@ export function getReceivablePlanPage(params: PageParam) {
 }
 
 /** 查询回款计划列表(按客户) */
-export function getReceivablePlanPageByCustomer(params: PageParam) {
+export function getReceivablePlanPageByCustomer(
+  params: CrmReceivablePlanApi.PlanPageParam,
+) {
   return requestClient.get<PageResult<CrmReceivablePlanApi.Plan>>(
     '/crm/receivable-plan/page-by-customer',
     { params },

apps/web-antd/src/views/crm/receivable/modules/detail-list.vue

@@ -1,6 +1,5 @@
 <script lang="ts" setup>
 import type { VxeTableGridOptions } from '#/adapter/vxe-table';
-import type { CrmBusinessApi } from '#/api/crm/business';
 import type { CrmReceivableApi } from '#/api/crm/receivable';
 
 import { ref } from 'vue';
@@ -102,7 +101,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
       refresh: { code: 'query' },
       search: true,
     },
-  } as VxeTableGridOptions<CrmBusinessApi.Business>,
+  } as VxeTableGridOptions<CrmReceivableApi.Receivable>,
   gridEvents: {
     checkboxAll: setCheckedRows,
     checkboxChange: setCheckedRows,
@@ -121,7 +120,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
               label: $t('ui.actionTitle.create', ['回款']),
               type: 'primary',
               icon: ACTION_ICON.ADD,
-              auth: ['crm:business:create'],
+              auth: ['crm:receivable:create'],
               onClick: handleCreate,
             },
           ]"

apps/web-antd/src/views/crm/receivable/plan/data.ts

@@ -1,7 +1,14 @@
 import type { VbenFormSchema } from '#/adapter/form';
 import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { DescriptionItemSchema } from '#/components/description';
+
+import { h } from 'vue';
+
+import { formatDateTime } from '@vben/utils';
 
 import { getCustomerSimpleList } from '#/api/crm/customer';
+import { DictTag } from '#/components/dict-tag';
+import { erpPriceInputFormatter } from '#/utils';
 import { DICT_TYPE, getDictOptions } from '#/utils/dict';
 
 /** 新增/修改的表单 */
@@ -228,3 +235,150 @@ export function useGridColumns(): VxeTableGridOptions['columns'] {
     },
   ];
 }
+
+/** 详情页的字段 */
+export function useDetailSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'customerName',
+      label: '客户名称',
+    },
+    {
+      field: 'totalPrice',
+      label: '合同金额',
+      content: (data) => erpPriceInputFormatter(data.totalPrice),
+    },
+    {
+      field: 'returnTime',
+      label: '回款日期',
+      content: (data) => formatDateTime(data?.returnTime) as string,
+    },
+    {
+      field: 'price',
+      label: '回款金额',
+      content: (data) => erpPriceInputFormatter(data.price),
+    },
+    {
+      field: 'ownerUserName',
+      label: '负责人',
+    },
+  ];
+}
+
+/** 详情页的基础字段 */
+export function useDetailBaseSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'no',
+      label: '回款编号',
+    },
+    {
+      field: 'customerName',
+      label: '客户名称',
+    },
+    {
+      field: 'contract',
+      label: '合同编号',
+      content: (data) => data?.contract?.no,
+    },
+    {
+      field: 'returnTime',
+      label: '回款日期',
+      content: (data) => formatDateTime(data?.returnTime) as string,
+    },
+    {
+      field: 'price',
+      label: '回款金额',
+      content: (data) => erpPriceInputFormatter(data.price),
+    },
+    {
+      field: 'returnType',
+      label: '回款方式',
+      content: (data) =>
+        h(DictTag, {
+          type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE,
+          value: data?.returnType,
+        }),
+    },
+    {
+      field: 'remark',
+      label: '备注',
+    },
+  ];
+}
+
+/** 详情列表的字段 */
+export function useDetailListColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      title: '回款编号',
+      field: 'no',
+      minWidth: 150,
+      fixed: 'left',
+    },
+    {
+      title: '客户名称',
+      field: 'customerName',
+      minWidth: 150,
+    },
+    {
+      title: '合同编号',
+      field: 'contract',
+      minWidth: 150,
+    },
+    {
+      title: '回款日期',
+      field: 'returnTime',
+      minWidth: 150,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '回款金额（元）',
+      field: 'price',
+      minWidth: 150,
+      formatter: 'formatNumber',
+    },
+    {
+      title: '回款方式',
+      field: 'returnType',
+      minWidth: 150,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
+      },
+    },
+    {
+      title: '负责人',
+      field: 'ownerUserName',
+      minWidth: 150,
+    },
+    {
+      title: '备注',
+      field: 'remark',
+      minWidth: 150,
+    },
+    {
+      title: '合同金额（元）',
+      field: 'contract.totalPrice',
+      minWidth: 150,
+      formatter: 'formatNumber',
+    },
+    {
+      title: '回款状态',
+      field: 'auditStatus',
+      minWidth: 100,
+      fixed: 'right',
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
+      },
+    },
+    {
+      title: '操作',
+      field: 'actions',
+      width: 130,
+      fixed: 'right',
+      slots: { default: 'actions' },
+    },
+  ];
+}

apps/web-antd/src/views/crm/receivable/plan/index.vue

@@ -53,12 +53,12 @@ function handleCreate() {
 }
 
 /** 编辑回款计划 */
-function handleEdit(row: CrmReceivablePlanApi.ReceivablePlan) {
+function handleEdit(row: CrmReceivablePlanApi.Plan) {
   formModalApi.setData(row).open();
 }
 
 /** 删除回款计划 */
-async function handleDelete(row: CrmReceivablePlanApi.ReceivablePlan) {
+async function handleDelete(row: CrmReceivablePlanApi.Plan) {
   const hideLoading = message.loading({
     content: $t('ui.actionMessage.deleting', [row.period]),
     key: 'action_key_msg',
@@ -76,17 +76,17 @@ async function handleDelete(row: CrmReceivablePlanApi.ReceivablePlan) {
 }
 
 /** 创建回款 */
-function handleCreateReceivable(row: CrmReceivablePlanApi.ReceivablePlan) {
+function handleCreateReceivable(row: CrmReceivablePlanApi.Plan) {
   receivableFormModalApi.setData({ plan: row }).open();
 }
 
 /** 查看回款计划详情 */
-function handleDetail(row: CrmReceivablePlanApi.ReceivablePlan) {
+function handleDetail(row: CrmReceivablePlanApi.Plan) {
   push({ name: 'CrmReceivablePlanDetail', params: { id: row.id } });
 }
 
 /** 查看客户详情 */
-function handleCustomerDetail(row: CrmReceivablePlanApi.ReceivablePlan) {
+function handleCustomerDetail(row: CrmReceivablePlanApi.Plan) {
   push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
 }
 
@@ -117,7 +117,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
       refresh: { code: 'query' },
       search: true,
     },
-  } as VxeTableGridOptions<CrmReceivablePlanApi.ReceivablePlan>,
+  } as VxeTableGridOptions<CrmReceivablePlanApi.Plan>,
 });
 
 function onChangeSceneType(key: number | string) {

apps/web-antd/src/views/crm/receivable/plan/modules/detail-info.vue

@@ -1,4 +1,42 @@
-<script lang="ts" setup></script>
+<script lang="ts" setup>
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
+
+import { Divider } from 'ant-design-vue';
+
+import { useDescription } from '#/components/description';
+import { useFollowUpDetailSchema } from '#/views/crm/followup/data';
+
+import { useDetailBaseSchema } from '../data';
+
+defineProps<{
+  receivablePlan: CrmReceivablePlanApi.Plan; // 收款计划信息
+}>();
+
+const [BaseDescription] = useDescription({
+  componentProps: {
+    title: '基本信息',
+    bordered: false,
+    column: 4,
+    class: 'mx-4',
+  },
+  schema: useDetailBaseSchema(),
+});
+
+const [SystemDescription] = useDescription({
+  componentProps: {
+    title: '系统信息',
+    bordered: false,
+    column: 3,
+    class: 'mx-4',
+  },
+  schema: useFollowUpDetailSchema(),
+});
+</script>
+
 <template>
-  <div>receivablePlanInfo</div>
+  <div class="p-4">
+    <BaseDescription :data="receivablePlan" />
+    <Divider />
+    <SystemDescription :data="receivablePlan" />
+  </div>
 </template>

apps/web-antd/src/views/crm/receivable/plan/modules/detail-list.vue

@@ -1,4 +1,171 @@
-<script lang="ts" setup></script>
+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmReceivableApi } from '#/api/crm/receivable';
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
+
+import { ref } from 'vue';
+
+import { useVbenModal } from '@vben/common-ui';
+
+import { message } from 'ant-design-vue';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteReceivablePlan,
+  getReceivablePlanPageByCustomer,
+} from '#/api/crm/receivable/plan';
+import { $t } from '#/locales';
+
+import ReceivableForm from '../../modules/form.vue';
+import { useDetailListColumns } from '../data';
+import Form from './form.vue';
+
+const props = defineProps<{
+  contractId?: number; // 合同编号
+  customerId?: number; // 客户编号
+}>();
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+const [ReceivableFormModal, receivableFormModalApi] = useVbenModal({
+  connectedComponent: ReceivableForm,
+  destroyOnClose: true,
+});
+
+const checkedRows = ref<CrmReceivablePlanApi.Plan[]>([]);
+function setCheckedRows({ records }: { records: CrmReceivablePlanApi.Plan[] }) {
+  checkedRows.value = records;
+}
+
+/** 刷新表格 */
+function onRefresh() {
+  gridApi.query();
+}
+
+/** 创建回款计划 */
+function handleCreate() {
+  formModalApi.setData(null).open();
+}
+
+/** 创建回款 */
+function handleCreateReceivable(row: CrmReceivablePlanApi.Plan) {
+  receivableFormModalApi.setData({ plan: row }).open();
+}
+
+/** 编辑回款计划 */
+function handleEdit(row: CrmReceivableApi.Receivable) {
+  formModalApi.setData({ receivable: row }).open();
+}
+
+/** 删除回款计划 */
+async function handleDelete(row: CrmReceivablePlanApi.Plan) {
+  const hideLoading = message.loading({
+    content: $t('ui.actionMessage.deleting', [row.period]),
+    key: 'action_key_msg',
+  });
+  try {
+    await deleteReceivablePlan(row.id as number);
+    message.success({
+      content: $t('ui.actionMessage.deleteSuccess', [row.period]),
+      key: 'action_key_msg',
+    });
+    onRefresh();
+  } finally {
+    hideLoading();
+  }
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useDetailListColumns(),
+    height: 600,
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }, formValues) => {
+          const queryParams: CrmReceivablePlanApi.PlanPageParam = {
+            page: page.currentPage,
+            pageSize: page.pageSize,
+            ...formValues,
+          };
+          if (props.customerId && !props.contractId) {
+            queryParams.customerId = props.customerId;
+          } else if (props.customerId && props.contractId) {
+            // 如果是合同的话客户编号也需要带上因为权限基于客户
+            queryParams.customerId = props.customerId;
+            queryParams.contractId = props.contractId;
+          }
+          return await getReceivablePlanPageByCustomer(queryParams);
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+    },
+    toolbarConfig: {
+      refresh: { code: 'query' },
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmReceivablePlanApi.Plan>,
+  gridEvents: {
+    checkboxAll: setCheckedRows,
+    checkboxChange: setCheckedRows,
+  },
+});
+</script>
+
 <template>
-  <div>receivablePlanList</div>
+  <div>
+    <FormModal @success="onRefresh" />
+    <ReceivableFormModal @success="onRefresh" />
+    <Grid>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['回款计划']),
+              type: 'primary',
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:receivable-plan:create'],
+              onClick: handleCreate,
+            },
+          ]"
+        />
+      </template>
+      <template #actions="{ row }">
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['回款']),
+              type: 'link',
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:receivable-plan:create'],
+              onClick: handleCreateReceivable.bind(null, row),
+            },
+            {
+              label: $t('common.edit'),
+              type: 'link',
+              icon: ACTION_ICON.EDIT,
+              auth: ['crm:receivable-plan:update'],
+              onClick: handleEdit.bind(null, row),
+            },
+            {
+              label: $t('common.delete'),
+              type: 'link',
+              danger: true,
+              icon: ACTION_ICON.DELETE,
+              auth: ['crm:receivable-plan:delete'],
+              popConfirm: {
+                title: $t('ui.actionMessage.deleteConfirm', [row.period]),
+                confirm: handleDelete.bind(null, row),
+              },
+            },
+          ]"
+        />
+      </template>
+    </Grid>
+  </div>
 </template>

apps/web-antd/src/views/crm/receivable/plan/modules/detail.vue

@@ -1,7 +1,143 @@
-<script lang="ts" setup></script>
+<script setup lang="ts">
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
+import type { SystemOperateLogApi } from '#/api/system/operate-log';
+
+import { computed, defineAsyncComponent, onMounted, ref } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
+
+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>
+  <Page
-    <p>待完成</p>
+    auto-content-height
-  </div>
+    :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>

apps/web-antd/src/views/crm/receivable/plan/modules/form.vue

@@ -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 =
+    const data = (await formApi.getValues()) as CrmReceivablePlanApi.Plan;
-      (await formApi.getValues()) as CrmReceivablePlanApi.ReceivablePlan;
     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;
     }