feat: crm receivable
xingyu4j
parent
d71d312237
commit
5424775317
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@ -1,24 +1,48 @@
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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 { getContractSimpleList } from '#/api/crm/contract';
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import { getCustomerSimpleList } from '#/api/crm/customer';
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import { DICT_TYPE } from '#/utils/dict';
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import { getReceivablePlanSimpleList } from '#/api/crm/receivable/plan';
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import { getSimpleUserList } from '#/api/system/user';
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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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export function useFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'id',
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component: 'Input',
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dependencies: {
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triggerFields: [''],
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show: () => false,
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},
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},
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{
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fieldName: 'no',
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label: '回款编号',
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component: 'Input',
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rules: 'required',
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componentProps: {
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placeholder: '请输入回款编号',
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placeholder: '保存时自动生成',
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disabled: true,
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},
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},
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{
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fieldName: 'ownerUserId',
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label: '负责人',
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component: 'ApiSelect',
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rules: 'required',
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componentProps: {
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api: getSimpleUserList,
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labelField: 'nickname',
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valueField: 'id',
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placeholder: '请选择客户',
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},
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},
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{
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fieldName: 'customerId',
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label: '客户',
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label: '客户名称',
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component: 'ApiSelect',
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rules: 'required',
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componentProps: {
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@ -30,23 +54,63 @@ export function useFormSchema(): VbenFormSchema[] {
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},
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{
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fieldName: 'contractId',
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label: '合同',
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component: 'ApiSelect',
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label: '合同名称',
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component: 'Select',
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rules: 'required',
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componentProps: {
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api: getCustomerSimpleList,
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labelField: 'name',
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valueField: 'id',
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placeholder: '请选择合同',
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dependencies: {
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triggerFields: ['customerId'],
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disabled: (values) => !values.customerId,
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async componentProps(values) {
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if (values.customerId) {
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values.contractId = undefined;
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const contracts = await getContractSimpleList(values.customerId);
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return {
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options: contracts.map((item) => ({
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label: item.name,
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value: item.id,
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disabled: item.auditStatus === 20,
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})),
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placeholder: '请选择合同',
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} as any;
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}
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},
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},
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},
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{
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fieldName: 'planId',
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label: '回款期数',
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component: 'Select',
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rules: 'required',
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dependencies: {
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triggerFields: ['contractId'],
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disabled: (values) => !values.contractId,
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async componentProps(values) {
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if (values.contractId) {
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values.planId = undefined;
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const plans = await getReceivablePlanSimpleList(
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values.customerId,
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values.contractId,
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);
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return {
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options: plans.map((item) => ({
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label: item.period,
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value: item.id,
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})),
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placeholder: '请选择回款期数',
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} as any;
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}
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},
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},
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},
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{
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fieldName: 'returnTime',
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label: '回款日期',
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component: 'DatePicker',
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rules: 'required',
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componentProps: {
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placeholder: '请选择回款日期',
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showTime: false,
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valueFormat: 'x',
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format: 'YYYY-MM-DD',
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},
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},
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{
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@ -63,10 +127,10 @@ export function useFormSchema(): VbenFormSchema[] {
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{
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fieldName: 'returnType',
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label: '回款方式',
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component: 'DictSelect',
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component: 'Select',
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rules: 'required',
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componentProps: {
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type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE,
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options: getDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE, 'number'),
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placeholder: '请选择回款方式',
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},
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},
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@ -49,7 +49,7 @@ function handleCreate() {
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/** 编辑回款 */
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function handleEdit(row: CrmReceivableApi.Receivable) {
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formModalApi.setData(row).open();
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formModalApi.setData({ receivable: row }).open();
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}
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/** 删除回款 */
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@ -65,12 +65,28 @@ const [Modal, modalApi] = useVbenModal({
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}
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// 加载数据
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const data = modalApi.getData<CrmReceivableApi.Receivable>();
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if (!data || !data.id) {
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if (!data) {
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return;
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}
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const { receivable, plan } = data;
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modalApi.lock();
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try {
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formData.value = await getReceivable(data.id as number);
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if (receivable) {
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formData.value = await getReceivable(receivable.id as number);
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} else if (plan) {
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formData.value = plan.id
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? {
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planId: plan.id,
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price: plan.price,
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returnType: plan.returnType,
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customerId: plan.customerId,
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contractId: plan.contractId,
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}
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: {
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customerId: plan.customerId,
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contractId: plan.contractId,
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};
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}
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// 设置到 values
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await formApi.setValues(formData.value);
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} finally {
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@ -0,0 +1,229 @@
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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 { getCustomerSimpleList } from '#/api/crm/customer';
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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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export function useFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'customerId',
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label: '客户',
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component: 'ApiSelect',
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rules: 'required',
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componentProps: {
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api: getCustomerSimpleList,
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labelField: 'name',
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valueField: 'id',
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placeholder: '请选择客户',
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},
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},
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{
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fieldName: 'contractId',
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label: '合同',
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component: 'ApiSelect',
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rules: 'required',
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componentProps: {
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api: getCustomerSimpleList,
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labelField: 'name',
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valueField: 'id',
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placeholder: '请选择合同',
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},
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},
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{
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fieldName: 'period',
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label: '期数',
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component: 'Input',
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componentProps: {
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placeholder: '保存时自动生成',
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disabled: true,
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},
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},
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{
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fieldName: 'price',
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label: '计划回款金额',
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component: 'InputNumber',
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rules: 'required',
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componentProps: {
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placeholder: '请输入计划回款金额',
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min: 0,
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precision: 2,
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},
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},
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{
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fieldName: 'returnTime',
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label: '计划回款日期',
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component: 'DatePicker',
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rules: 'required',
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componentProps: {
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placeholder: '请选择计划回款日期',
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},
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},
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{
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fieldName: 'remindDays',
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label: '提前几天提醒',
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component: 'InputNumber',
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rules: 'required',
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componentProps: {
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placeholder: '请输入提前几天提醒',
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min: 0,
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},
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},
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{
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fieldName: 'returnType',
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label: '回款方式',
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component: 'Select',
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rules: 'required',
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componentProps: {
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options: getDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE, 'number'),
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placeholder: '请选择回款方式',
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},
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},
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{
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fieldName: 'remark',
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label: '备注',
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component: 'Textarea',
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componentProps: {
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placeholder: '请输入备注',
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rows: 4,
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},
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},
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];
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}
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/** 列表的搜索表单 */
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export function useGridFormSchema(): VbenFormSchema[] {
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return [
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{
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fieldName: 'customerId',
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label: '客户',
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component: 'ApiSelect',
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componentProps: {
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api: getCustomerSimpleList,
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labelField: 'name',
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valueField: 'id',
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placeholder: '请选择客户',
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},
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},
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{
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fieldName: 'contractNo',
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label: '合同编号',
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component: 'Input',
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componentProps: {
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placeholder: '请输入合同编号',
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},
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},
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];
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}
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export function useGridColumns(): VxeTableGridOptions['columns'] {
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return [
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{
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title: '客户名称',
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field: 'customerName',
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width: 150,
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fixed: 'left',
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slots: { default: 'customerName' },
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},
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{
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title: '合同编号',
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field: 'contractNo',
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width: 200,
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},
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{
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title: '期数',
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field: 'period',
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width: 150,
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slots: { default: 'period' },
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},
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{
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title: '计划回款金额（元）',
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field: 'price',
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width: 160,
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formatter: 'formatNumber',
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},
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{
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title: '计划回款日期',
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field: 'returnTime',
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width: 180,
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formatter: 'formatDateTime',
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},
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{
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title: '提前几天提醒',
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field: 'remindDays',
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width: 150,
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},
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{
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title: '提醒日期',
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field: 'remindTime',
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width: 180,
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formatter: 'formatDateTime',
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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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width: 130,
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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: '备注',
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field: 'remark',
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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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width: 120,
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},
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{
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title: '实际回款金额（元）',
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field: 'receivable.price',
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width: 160,
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formatter: 'formatNumber',
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},
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{
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title: '实际回款日期',
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field: 'receivable.returnTime',
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width: 180,
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formatter: 'formatDateTime',
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},
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{
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title: '未回款金额（元）',
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field: 'unpaidPrice',
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width: 160,
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formatter: ({ row }) => {
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if (row.receivable) {
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return row.price - row.receivable.price;
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}
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return row.price;
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},
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},
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{
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title: '更新时间',
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field: 'updateTime',
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width: 180,
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formatter: 'formatDateTime',
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},
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{
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title: '创建时间',
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field: 'createTime',
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width: 180,
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formatter: 'formatDateTime',
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},
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{
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title: '创建人',
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field: 'creatorName',
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width: 100,
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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: 180,
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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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@ -1,38 +1,217 @@
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<script lang="ts" setup>
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import { Page } from '@vben/common-ui';
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import type { VxeTableGridOptions } from '#/adapter/vxe-table';
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import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
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import { Button } from 'ant-design-vue';
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import { ref } from 'vue';
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import { useRouter } from 'vue-router';
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import { Page, useVbenModal } from '@vben/common-ui';
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import { downloadFileFromBlobPart } from '@vben/utils';
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import { Button, message, Tabs } 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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exportReceivablePlan,
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getReceivablePlanPage,
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} from '#/api/crm/receivable/plan';
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import { DocAlert } from '#/components/doc-alert';
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import { $t } from '#/locales';
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import ReceivableForm from '../modules/form.vue';
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import { useGridColumns, useGridFormSchema } from './data';
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import Form from './modules/form.vue';
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const { push } = useRouter();
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const sceneType = ref('1');
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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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/** 刷新表格 */
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function onRefresh() {
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gridApi.query();
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}
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/** 导出表格 */
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async function handleExport() {
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const data = await exportReceivablePlan(await gridApi.formApi.getValues());
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downloadFileFromBlobPart({ fileName: '回款计划.xls', source: data });
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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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/** 编辑回款计划 */
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function handleEdit(row: CrmReceivablePlanApi.ReceivablePlan) {
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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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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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/** 创建回款 */
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function handleCreateReceivable(row: CrmReceivablePlanApi.ReceivablePlan) {
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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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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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push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
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}
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const [Grid, gridApi] = useVbenVxeGrid({
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formOptions: {
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schema: useGridFormSchema(),
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},
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gridOptions: {
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columns: useGridColumns(),
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height: 'auto',
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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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return await getReceivablePlanPage({
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page: page.currentPage,
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pageSize: page.pageSize,
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sceneType: sceneType.value,
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...formValues,
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});
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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: {
|
||||
refresh: { code: 'query' },
|
||||
search: true,
|
||||
},
|
||||
} as VxeTableGridOptions<CrmReceivablePlanApi.ReceivablePlan>,
|
||||
});
|
||||
|
||||
function onChangeSceneType(key: number | string) {
|
||||
sceneType.value = key.toString();
|
||||
gridApi.query();
|
||||
}
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<Page>
|
||||
<DocAlert
|
||||
title="【回款】回款管理、回款计划"
|
||||
url="https://doc.iocoder.cn/crm/receivable/"
|
||||
/>
|
||||
<DocAlert
|
||||
title="【通用】数据权限"
|
||||
url="https://doc.iocoder.cn/crm/permission/"
|
||||
/>
|
||||
<Button
|
||||
danger
|
||||
type="link"
|
||||
target="_blank"
|
||||
href="https://github.com/yudaocode/yudao-ui-admin-vue3"
|
||||
>
|
||||
该功能支持 Vue3 + element-plus 版本！
|
||||
</Button>
|
||||
<br />
|
||||
<Button
|
||||
type="link"
|
||||
target="_blank"
|
||||
href="https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/receivable/plan/index"
|
||||
>
|
||||
可参考
|
||||
https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/receivable/plan/index
|
||||
代码，pull request 贡献给我们！
|
||||
</Button>
|
||||
<Page auto-content-height>
|
||||
<template #doc>
|
||||
<DocAlert
|
||||
title="【回款】回款管理、回款计划"
|
||||
url="https://doc.iocoder.cn/crm/receivable/"
|
||||
/>
|
||||
<DocAlert
|
||||
title="【通用】数据权限"
|
||||
url="https://doc.iocoder.cn/crm/permission/"
|
||||
/>
|
||||
</template>
|
||||
|
||||
<FormModal @success="onRefresh" />
|
||||
<ReceivableFormModal @success="onRefresh" />
|
||||
<Grid>
|
||||
<template #top>
|
||||
<Tabs class="border-none" @change="onChangeSceneType">
|
||||
<Tabs.TabPane tab="我负责的" key="1" />
|
||||
<Tabs.TabPane tab="下属负责的" key="3" />
|
||||
</Tabs>
|
||||
</template>
|
||||
<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,
|
||||
},
|
||||
{
|
||||
label: $t('ui.actionTitle.export'),
|
||||
type: 'primary',
|
||||
icon: ACTION_ICON.DOWNLOAD,
|
||||
auth: ['crm:receivable-plan:export'],
|
||||
onClick: handleExport,
|
||||
},
|
||||
]"
|
||||
/>
|
||||
</template>
|
||||
<template #customerName="{ row }">
|
||||
<Button type="link" @click="handleCustomerDetail(row)">
|
||||
{{ row.customerName }}
|
||||
</Button>
|
||||
</template>
|
||||
<template #period="{ row }">
|
||||
<Button type="link" @click="handleDetail(row)">
|
||||
{{ row.period }}
|
||||
</Button>
|
||||
</template>
|
||||
<template #actions="{ row }">
|
||||
<TableAction
|
||||
:actions="[
|
||||
{
|
||||
label: $t('ui.actionTitle.create', ['回款']),
|
||||
type: 'link',
|
||||
icon: ACTION_ICON.ADD,
|
||||
auth: ['crm:receivable:create'],
|
||||
onClick: handleCreateReceivable.bind(null, row),
|
||||
ifShow: !row.receivableId,
|
||||
},
|
||||
{
|
||||
label: $t('common.edit'),
|
||||
type: 'link',
|
||||
icon: ACTION_ICON.EDIT,
|
||||
auth: ['crm:receivable-plan:update'],
|
||||
onClick: handleEdit.bind(null, row),
|
||||
},
|
||||
]"
|
||||
:drop-down-actions="[
|
||||
{
|
||||
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>
|
||||
</Page>
|
||||
</template>
|
||||
|
|
|
|||
|
|
@ -0,0 +1,88 @@
|
|||
<script lang="ts" setup>
|
||||
import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
|
||||
|
||||
import { computed, ref } from 'vue';
|
||||
|
||||
import { useVbenForm, useVbenModal } from '@vben/common-ui';
|
||||
|
||||
import { message } from 'ant-design-vue';
|
||||
|
||||
import {
|
||||
createReceivablePlan,
|
||||
getReceivablePlan,
|
||||
updateReceivablePlan,
|
||||
} from '#/api/crm/receivable/plan';
|
||||
import { $t } from '#/locales';
|
||||
|
||||
import { useFormSchema } from '../data';
|
||||
|
||||
const emit = defineEmits(['success']);
|
||||
const formData = ref<CrmReceivablePlanApi.ReceivablePlan>();
|
||||
const getTitle = computed(() => {
|
||||
return formData.value?.id
|
||||
? $t('ui.actionTitle.edit', ['回款计划'])
|
||||
: $t('ui.actionTitle.create', ['回款计划']);
|
||||
});
|
||||
|
||||
const [Form, formApi] = useVbenForm({
|
||||
commonConfig: {
|
||||
componentProps: {
|
||||
class: 'w-full',
|
||||
},
|
||||
},
|
||||
// 一共2列
|
||||
wrapperClass: 'grid-cols-2',
|
||||
layout: 'horizontal',
|
||||
schema: useFormSchema(),
|
||||
showDefaultActions: false,
|
||||
});
|
||||
|
||||
const [Modal, modalApi] = useVbenModal({
|
||||
async onConfirm() {
|
||||
const { valid } = await formApi.validate();
|
||||
if (!valid) {
|
||||
return;
|
||||
}
|
||||
modalApi.lock();
|
||||
// 提交表单
|
||||
const data =
|
||||
(await formApi.getValues()) as CrmReceivablePlanApi.ReceivablePlan;
|
||||
try {
|
||||
await (formData.value?.id
|
||||
? updateReceivablePlan(data)
|
||||
: createReceivablePlan(data));
|
||||
// 关闭并提示
|
||||
await modalApi.close();
|
||||
emit('success');
|
||||
message.success($t('ui.actionMessage.operationSuccess'));
|
||||
} finally {
|
||||
modalApi.unlock();
|
||||
}
|
||||
},
|
||||
async onOpenChange(isOpen: boolean) {
|
||||
if (!isOpen) {
|
||||
formData.value = undefined;
|
||||
return;
|
||||
}
|
||||
// 加载数据
|
||||
const data = modalApi.getData<CrmReceivablePlanApi.ReceivablePlan>();
|
||||
if (!data || !data.id) {
|
||||
return;
|
||||
}
|
||||
modalApi.lock();
|
||||
try {
|
||||
formData.value = await getReceivablePlan(data.id as number);
|
||||
// 设置到 values
|
||||
await formApi.setValues(formData.value);
|
||||
} finally {
|
||||
modalApi.unlock();
|
||||
}
|
||||
},
|
||||
});
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<Modal :title="getTitle" class="w-[40%]">
|
||||
<Form class="mx-4" />
|
||||
</Modal>
|
||||
</template>
|
||||
Loading…
Reference in New Issue