feat: crm receivable

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

@@ -1,24 +1,48 @@
 import type { VbenFormSchema } from '#/adapter/form';
 import type { VxeTableGridOptions } from '#/adapter/vxe-table';
 
+import { getContractSimpleList } from '#/api/crm/contract';
 import { getCustomerSimpleList } from '#/api/crm/customer';
-import { DICT_TYPE } from '#/utils/dict';
+import { getReceivablePlanSimpleList } from '#/api/crm/receivable/plan';
+import { getSimpleUserList } from '#/api/system/user';
+import { DICT_TYPE, getDictOptions } from '#/utils/dict';
 
 /** 新增/修改的表单 */
 export function useFormSchema(): VbenFormSchema[] {
   return [
+    {
+      fieldName: 'id',
+      component: 'Input',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
     {
       fieldName: 'no',
       label: '回款编号',
       component: 'Input',
       rules: 'required',
       componentProps: {
-        placeholder: '请输入回款编号',
+        placeholder: '保存时自动生成',
+        disabled: true,
+      },
+    },
+    {
+      fieldName: 'ownerUserId',
+      label: '负责人',
+      component: 'ApiSelect',
+      rules: 'required',
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+        placeholder: '请选择客户',
       },
     },
     {
       fieldName: 'customerId',
-      label: '客户',
+      label: '客户名称',
       component: 'ApiSelect',
       rules: 'required',
       componentProps: {
@@ -30,23 +54,63 @@ export function useFormSchema(): VbenFormSchema[] {
     },
     {
       fieldName: 'contractId',
-      label: '合同',
+      label: '合同名称',
-      component: 'ApiSelect',
+      component: 'Select',
       rules: 'required',
-      componentProps: {
+      dependencies: {
-        api: getCustomerSimpleList,
+        triggerFields: ['customerId'],
-        labelField: 'name',
+        disabled: (values) => !values.customerId,
-        valueField: 'id',
+        async componentProps(values) {
-        placeholder: '请选择合同',
+          if (values.customerId) {
+            values.contractId = undefined;
+            const contracts = await getContractSimpleList(values.customerId);
+            return {
+              options: contracts.map((item) => ({
+                label: item.name,
+                value: item.id,
+                disabled: item.auditStatus === 20,
+              })),
+              placeholder: '请选择合同',
+            } as any;
+          }
+        },
+      },
+    },
+    {
+      fieldName: 'planId',
+      label: '回款期数',
+      component: 'Select',
+      rules: 'required',
+      dependencies: {
+        triggerFields: ['contractId'],
+        disabled: (values) => !values.contractId,
+        async componentProps(values) {
+          if (values.contractId) {
+            values.planId = undefined;
+            const plans = await getReceivablePlanSimpleList(
+              values.customerId,
+              values.contractId,
+            );
+            return {
+              options: plans.map((item) => ({
+                label: item.period,
+                value: item.id,
+              })),
+              placeholder: '请选择回款期数',
+            } as any;
+          }
+        },
       },
     },
     {
       fieldName: 'returnTime',
       label: '回款日期',
       component: 'DatePicker',
-      rules: 'required',
       componentProps: {
         placeholder: '请选择回款日期',
+        showTime: false,
+        valueFormat: 'x',
+        format: 'YYYY-MM-DD',
       },
     },
     {
@@ -63,10 +127,10 @@ export function useFormSchema(): VbenFormSchema[] {
     {
       fieldName: 'returnType',
       label: '回款方式',
-      component: 'DictSelect',
+      component: 'Select',
       rules: 'required',
       componentProps: {
-        type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE,
+        options: getDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE, 'number'),
         placeholder: '请选择回款方式',
       },
     },

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

@@ -49,7 +49,7 @@ function handleCreate() {
 
 /** 编辑回款 */
 function handleEdit(row: CrmReceivableApi.Receivable) {
-  formModalApi.setData(row).open();
+  formModalApi.setData({ receivable: row }).open();
 }
 
 /** 删除回款 */

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

@@ -65,12 +65,28 @@ const [Modal, modalApi] = useVbenModal({
     }
     // 加载数据
     const data = modalApi.getData<CrmReceivableApi.Receivable>();
-    if (!data || !data.id) {
+    if (!data) {
       return;
     }
+    const { receivable, plan } = data;
     modalApi.lock();
     try {
-      formData.value = await getReceivable(data.id as number);
+      if (receivable) {
+        formData.value = await getReceivable(receivable.id as number);
+      } else if (plan) {
+        formData.value = plan.id
+          ? {
+              planId: plan.id,
+              price: plan.price,
+              returnType: plan.returnType,
+              customerId: plan.customerId,
+              contractId: plan.contractId,
+            }
+          : {
+              customerId: plan.customerId,
+              contractId: plan.contractId,
+            };
+      }
       // 设置到 values
       await formApi.setValues(formData.value);
     } finally {

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

@@ -0,0 +1,229 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { getCustomerSimpleList } from '#/api/crm/customer';
+import { DICT_TYPE, getDictOptions } from '#/utils/dict';
+
+/** 新增/修改的表单 */
+export function useFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'customerId',
+      label: '客户',
+      component: 'ApiSelect',
+      rules: 'required',
+      componentProps: {
+        api: getCustomerSimpleList,
+        labelField: 'name',
+        valueField: 'id',
+        placeholder: '请选择客户',
+      },
+    },
+    {
+      fieldName: 'contractId',
+      label: '合同',
+      component: 'ApiSelect',
+      rules: 'required',
+      componentProps: {
+        api: getCustomerSimpleList,
+        labelField: 'name',
+        valueField: 'id',
+        placeholder: '请选择合同',
+      },
+    },
+    {
+      fieldName: 'period',
+      label: '期数',
+      component: 'Input',
+      componentProps: {
+        placeholder: '保存时自动生成',
+        disabled: true,
+      },
+    },
+    {
+      fieldName: 'price',
+      label: '计划回款金额',
+      component: 'InputNumber',
+      rules: 'required',
+      componentProps: {
+        placeholder: '请输入计划回款金额',
+        min: 0,
+        precision: 2,
+      },
+    },
+    {
+      fieldName: 'returnTime',
+      label: '计划回款日期',
+      component: 'DatePicker',
+      rules: 'required',
+      componentProps: {
+        placeholder: '请选择计划回款日期',
+      },
+    },
+    {
+      fieldName: 'remindDays',
+      label: '提前几天提醒',
+      component: 'InputNumber',
+      rules: 'required',
+      componentProps: {
+        placeholder: '请输入提前几天提醒',
+        min: 0,
+      },
+    },
+    {
+      fieldName: 'returnType',
+      label: '回款方式',
+      component: 'Select',
+      rules: 'required',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE, 'number'),
+        placeholder: '请选择回款方式',
+      },
+    },
+    {
+      fieldName: 'remark',
+      label: '备注',
+      component: 'Textarea',
+      componentProps: {
+        placeholder: '请输入备注',
+        rows: 4,
+      },
+    },
+  ];
+}
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'customerId',
+      label: '客户',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getCustomerSimpleList,
+        labelField: 'name',
+        valueField: 'id',
+        placeholder: '请选择客户',
+      },
+    },
+    {
+      fieldName: 'contractNo',
+      label: '合同编号',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入合同编号',
+      },
+    },
+  ];
+}
+
+export function useGridColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      title: '客户名称',
+      field: 'customerName',
+      width: 150,
+      fixed: 'left',
+      slots: { default: 'customerName' },
+    },
+    {
+      title: '合同编号',
+      field: 'contractNo',
+      width: 200,
+    },
+    {
+      title: '期数',
+      field: 'period',
+      width: 150,
+      slots: { default: 'period' },
+    },
+    {
+      title: '计划回款金额（元）',
+      field: 'price',
+      width: 160,
+      formatter: 'formatNumber',
+    },
+    {
+      title: '计划回款日期',
+      field: 'returnTime',
+      width: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '提前几天提醒',
+      field: 'remindDays',
+      width: 150,
+    },
+    {
+      title: '提醒日期',
+      field: 'remindTime',
+      width: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '回款方式',
+      field: 'returnType',
+      width: 130,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
+      },
+    },
+    {
+      title: '备注',
+      field: 'remark',
+    },
+    {
+      title: '负责人',
+      field: 'ownerUserName',
+      width: 120,
+    },
+    {
+      title: '实际回款金额（元）',
+      field: 'receivable.price',
+      width: 160,
+      formatter: 'formatNumber',
+    },
+    {
+      title: '实际回款日期',
+      field: 'receivable.returnTime',
+      width: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '未回款金额（元）',
+      field: 'unpaidPrice',
+      width: 160,
+      formatter: ({ row }) => {
+        if (row.receivable) {
+          return row.price - row.receivable.price;
+        }
+        return row.price;
+      },
+    },
+    {
+      title: '更新时间',
+      field: 'updateTime',
+      width: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '创建时间',
+      field: 'createTime',
+      width: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '创建人',
+      field: 'creatorName',
+      width: 100,
+    },
+    {
+      title: '操作',
+      field: 'actions',
+      width: 180,
+      fixed: 'right',
+      slots: { default: 'actions' },
+    },
+  ];
+}

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

@@ -1,38 +1,217 @@
 <script lang="ts" setup>
-import { Page } from '@vben/common-ui';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
 
-import { Button } from 'ant-design-vue';
+import { ref } from 'vue';
+import { useRouter } from 'vue-router';
 
+import { Page, useVbenModal } from '@vben/common-ui';
+import { downloadFileFromBlobPart } from '@vben/utils';
+
+import { Button, message, Tabs } from 'ant-design-vue';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteReceivablePlan,
+  exportReceivablePlan,
+  getReceivablePlanPage,
+} from '#/api/crm/receivable/plan';
 import { DocAlert } from '#/components/doc-alert';
+import { $t } from '#/locales';
+
+import ReceivableForm from '../modules/form.vue';
+import { useGridColumns, useGridFormSchema } from './data';
+import Form from './modules/form.vue';
+
+const { push } = useRouter();
+const sceneType = ref('1');
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+const [ReceivableFormModal, receivableFormModalApi] = useVbenModal({
+  connectedComponent: ReceivableForm,
+  destroyOnClose: true,
+});
+
+/** 刷新表格 */
+function onRefresh() {
+  gridApi.query();
+}
+
+/** 导出表格 */
+async function handleExport() {
+  const data = await exportReceivablePlan(await gridApi.formApi.getValues());
+  downloadFileFromBlobPart({ fileName: '回款计划.xls', source: data });
+}
+
+/** 创建回款计划 */
+function handleCreate() {
+  formModalApi.setData(null).open();
+}
+
+/** 编辑回款计划 */
+function handleEdit(row: CrmReceivablePlanApi.ReceivablePlan) {
+  formModalApi.setData(row).open();
+}
+
+/** 删除回款计划 */
+async function handleDelete(row: CrmReceivablePlanApi.ReceivablePlan) {
+  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();
+  }
+}
+
+/** 创建回款 */
+function handleCreateReceivable(row: CrmReceivablePlanApi.ReceivablePlan) {
+  receivableFormModalApi.setData({ plan: row }).open();
+}
+
+/** 查看回款计划详情 */
+function handleDetail(row: CrmReceivablePlanApi.ReceivablePlan) {
+  push({ name: 'CrmReceivablePlanDetail', params: { id: row.id } });
+}
+
+/** 查看客户详情 */
+function handleCustomerDetail(row: CrmReceivablePlanApi.ReceivablePlan) {
+  push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  formOptions: {
+    schema: useGridFormSchema(),
+  },
+  gridOptions: {
+    columns: useGridColumns(),
+    height: 'auto',
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }, formValues) => {
+          return await getReceivablePlanPage({
+            page: page.currentPage,
+            pageSize: page.pageSize,
+            sceneType: sceneType.value,
+            ...formValues,
+          });
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+    },
+    toolbarConfig: {
+      refresh: { code: 'query' },
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmReceivablePlanApi.ReceivablePlan>,
+});
+
+function onChangeSceneType(key: number | string) {
+  sceneType.value = key.toString();
+  gridApi.query();
+}
 </script>
 
 <template>
-  <Page>
+  <Page auto-content-height>
-    <DocAlert
+    <template #doc>
-      title="【回款】回款管理、回款计划"
+      <DocAlert
-      url="https://doc.iocoder.cn/crm/receivable/"
+        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"
+      <DocAlert
-      url="https://doc.iocoder.cn/crm/permission/"
+        title="【通用】数据权限"
-    />
+        url="https://doc.iocoder.cn/crm/permission/"
-    <Button
+      />
-      danger
+    </template>
-      type="link"
+
-      target="_blank"
+    <FormModal @success="onRefresh" />
-      href="https://github.com/yudaocode/yudao-ui-admin-vue3"
+    <ReceivableFormModal @success="onRefresh" />
-    >
+    <Grid>
-      该功能支持 Vue3 + element-plus 版本！
+      <template #top>
-    </Button>
+        <Tabs class="border-none" @change="onChangeSceneType">
-    <br />
+          <Tabs.TabPane tab="我负责的" key="1" />
-    <Button
+          <Tabs.TabPane tab="下属负责的" key="3" />
-      type="link"
+        </Tabs>
-      target="_blank"
+      </template>
-      href="https://github.com/yudaocode/yudao-ui-admin-vue3/blob/master/src/views/crm/receivable/plan/index"
+      <template #toolbar-tools>
-    >
+        <TableAction
-      可参考
+          :actions="[
-      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！
+              label: $t('ui.actionTitle.create', ['回款计划']),
-    </Button>
+              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>

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

@@ -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>