add 项目利润结算文档生成

src/api/crm/project/settlement/index.ts

@@ -69,3 +69,13 @@ export const exportProjectSettlement = async (params: any) => {
 export const exportProjectSettlementDetail = async (params: any) => {
   return await request.download({ url: `/crm/receivable/export-settlement-excel`, params })
 }
+
+// 导出项目利润结算明细 DOCX
+export const exportProjectSettlementDetailDocx = async (params: any) => {
+  return await request.download({ url: `/crm/project/settlement/export-docx`, params })
+}
+
+// 项目利润结算
+export const settelmentProjectSettlementDetail = async (id: number) => {
+  return await request.post({ url: `/crm/project/settlement/generate?id=` + id })
+}

src/api/crm/project/transaction/index.ts

@@ -10,6 +10,7 @@ export interface ProjectTransactionDetailVO {
   userName: string // 投资人名称
   investmentAmount: number // 投资金额
   saveAmount: number // 缴存金额
+  remainAmount: number // 余额
 
 }
 

src/utils/dict.ts

@@ -228,6 +228,8 @@ export enum DICT_TYPE {
   CRM_FINANCE_INVOICE_TYPE = 'crm_finance_invoice_type', // CRM 票据发票类型
   CRM_FINANCE_INVOICE_AUXILIARY_TYPE = 'crm_finance_invoice_auxiliary_type', // CRM 票据辅助类型
   CRM_FINANCE_INVOICE_WRITE_OFF_STATUS = 'crm_finance_invoice_write_off_status', // CRM 票据核销状态
+  CRM_PROJECT_SETTLEMENT_STATUS = 'crm_project_settlement_status', // CRM 项目结算状态
+
 
   // ========== ERP - 企业资源计划模块  ==========
   ERP_AUDIT_STATUS = 'erp_audit_status', // ERP 审批状态

src/views/crm/project/ProjectForm.vue

@@ -153,6 +153,23 @@
           </el-form-item>
         </el-col>
       </el-row>
+      <el-row>
+        <el-col :span="12">
+          <el-form-item  v-if="formData.type === 2 || formData.type === 3" 
+            label="合作投资协议日期" 
+            prop="investmentAgreementDate"
+            label-width="150px"
+          >
+            <el-date-picker
+              v-model="formData.investmentAgreementDate"
+              type="date"
+              placeholder="选择合作投资协议日期"
+              style="width: 100%"
+              popper-class="full-width-datepicker"
+            />
+          </el-form-item>
+        </el-col>
+      </el-row>
       <el-row>
         <el-col>
           <el-tabs v-if="formData.type === 2"  v-model="subTabsName" class="-mt-15px mb-10px">
@@ -302,6 +319,7 @@ const formData = ref({
   projectRecord: undefined,
   powerSupplyReply: undefined,
   investmentAgreement: undefined,
+  investmentAgreementDate: undefined,
   investmentShareAgreement: undefined,
   supplementaryMaterials: [],
   partners:[],
@@ -320,6 +338,7 @@ const formRules = computed(() => ({
   cooperationAgreement: [{ required: true, message: '场地合同不能为空', trigger: 'blur' }],
   epcContractId: [{ required: true, message: 'EPC合同不能为空', trigger: 'blur' }],
   purchaseContractId: [{ required: true, message: '设备合同不能为空', trigger: 'blur' }],
+  investmentAgreementDate: [{ required: true, message: '合作投资协议日期不能为空', trigger: 'blur' }],
 }))
 const formRef = ref() // 表单 Ref
 const deptList = ref<DeptApi.DeptVO[]>([])
@@ -420,6 +439,7 @@ const resetForm = () => {
     projectRecord: undefined,
     powerSupplyReply: undefined,
     investmentAgreement: undefined,
+    investmentAgreementDate: undefined,
     investmentShareAgreement: undefined,
     supplementaryMaterials: [],
     partners:[],

src/views/crm/project/component/ProjectCompareChart.vue

@@ -14,7 +14,7 @@
           <el-option 
             v-for="item in projectList" 
             :key="item.id" 
-            :label="item.deptName" 
+            :label="item.name" 
             :value="item.id" 
           />
         </el-select>

src/views/crm/project/component/ProjectMonthlyChart.vue

@@ -11,7 +11,7 @@
           <el-option 
             v-for="item in projectList" 
             :key="item.id" 
-            :label="item.deptName" 
+            :label="item.name" 
             :value="item.id" 
           />
         </el-select>
@@ -149,7 +149,7 @@ function updateChartOption() {
 onMounted(async () => {
   // 获取项目列表
   const list = await ProjectMonthlyStatApi.getProjectSimpleList()
-  projectList.value = [{ id: undefined, deptName: '全部' }, ...list]
+  projectList.value = [{ id: undefined, name: '全部' }, ...list]
   queryParams.projectIds = []
   await getChartData()
 })

src/views/crm/project/monthly/index.vue

@@ -126,8 +126,8 @@
       :show-overflow-tooltip="true"
       @sort-change="handleSortChange"
       >
-      {{ SCOPE.row }}
+      
-      <el-table-column label="项目名称" align="center" prop="name" fixed="left" min-width="200px"/>
+      <el-table-column label="项目名称" align="center" prop="projectName" fixed="left" min-width="200px"/>
       <el-table-column label="枪数" align="center" prop="estimatedPiles" width="100px"/>
       <el-table-column label="统计月份" align="center" prop="statMonth" sortable="custom" width="160px"/>
       <el-table-column label="总充电量（度）" align="center" prop="chargingQuantity" sortable="custom"  width="160px"/>

src/views/crm/project/settlement/detail/index.vue

@@ -9,6 +9,14 @@
     >
       导出明细
     </el-button>
+    <el-button
+      type="primary"
+      :loading="exportLoading"
+      @click="handleExportDocxDetailRow(settlement)"
+      v-hasPermi="['crm:project-settlement:export']"
+    >
+      导出文档
+    </el-button>
   </ProjectSettlementDetailsHeader>
   
   <div class="settlement-detail-section">
@@ -37,12 +45,45 @@
       <el-table-column prop="remark" label="说明" />
     </el-table>
     <div>备注：当期利润如有亏损则自动结转至下一季度支出项</div>
+
+    <h4 style="margin-top: 32px;">四、利润分配</h4>
+    <el-table :data="profitDistributionTable" border style="width: 100%; margin-bottom: 16px;">
+      <el-table-column prop="name" label="投资人" />
+      <el-table-column prop="ratio" label="出资比例" />
+      <el-table-column prop="shareAmount" label="可分配利润/元" />
+      <el-table-column prop="payableAmount" label="应付金额/元" />
+      <el-table-column prop="method" label="分配方式" />
+    </el-table>
+    <div style="margin-bottom: 12px;">合计：100%</div>
+
+    <h4 style="margin-top: 32px;">五、往来款平账利润分配</h4>
+    <el-table :data="clearingDistributionTable" border style="width: 100%; margin-bottom: 16px;">
+      <el-table-column prop="name" label="投资人" />
+      <el-table-column prop="lastUnbalancedAmount" label="上期往来款未平账金额/元" />
+      <el-table-column prop="afterSettlementAmount" label="本期结算平账后金额/元" />
+    </el-table>
+    <div style="margin-bottom: 12px;">备注：未平账期间，利润分配通过甲方法定代表人个人向乙方支付,平账后按发票结算方式执行。</div>
+    
   </div>
 </template>
 <script lang="ts" setup>
 import ProjectSettlementDetailsHeader from './ProjectSettlementDetailsHeader.vue'
 import { useTagsViewStore } from '@/store/modules/tagsView'
 import * as ProjectSettlementApi from '@/api/crm/project/settlement'
+
+// 扩展类型，兼容 partners 字段
+interface Partner {
+  userId: number;
+  userName?: string;
+  ratio: number;
+  shareAmount: number;
+  payableAmount: number;
+  lastUnbalancedAmount: number;
+  afterSettlementAmount: number;
+}
+interface ProjectSettlementWithPartners extends ProjectSettlementApi.ProjectSettlementVO {
+  partners?: Partner[];
+}
 import download from '@/utils/download'
 defineOptions({ name: 'CrmProjectSettlementDetail' })
 
@@ -52,7 +93,7 @@ const message = useMessage() // 消息弹窗
 const exportLoading = ref(false) // 导出的加载中
 const { delView } = useTagsViewStore() // 视图操作
 const { push, currentRoute } = useRouter() // 路由
-const settlement = ref<ProjectSettlementApi.ProjectSettlementVO>({} as ProjectSettlementApi.ProjectSettlementVO) // 结算详情
+const settlement = ref<ProjectSettlementWithPartners>({} as ProjectSettlementWithPartners) // 结算详情
 
 const close = () => {
   delView(unref(currentRoute))
@@ -96,11 +137,25 @@ const handleExportDetailRow = async (row: ProjectSettlementApi.ProjectSettlement
         return ''
     }
     const params = {
+      
       projectId: row.projectId,
       returnTime: [formatDateTime(row.startDate), formatDateTime(row.endDate)]
     }
     const data = await ProjectSettlementApi.exportProjectSettlementDetail(params)
-    download.excel(data, `${row.projectName || '项目'}结算明细.xls`)
+  download.excel(data, `${row.name || '项目'}结算明细.xls`)
+  } catch {
+  } finally {
+    exportLoading.value = false
+  }
+}
+
+/** 导出明细按钮操作 */
+const handleExportDocxDetailRow = async (row: ProjectSettlementApi.ProjectSettlementVO) => {
+  try {
+    await message.exportConfirm()
+    exportLoading.value = true
+    const data = await ProjectSettlementApi.exportProjectSettlementDetailDocx(params)
+    download.word(data, `${row.name || '项目'}第${row.period}期利润结算分配表.docx`)
   } catch {
   } finally {
     exportLoading.value = false
@@ -113,10 +168,7 @@ const incomeTable = computed(() => [
   { name: '政府补贴收入', amount: settlement.value.governmentSubsidy, remark: '扣除应纳税额后的净补贴额' },
   { name: '其他收入', amount: settlement.value.otherIncome, remark: '如项目或设备转让、征用赔偿款等' },
 ])
-// 收入备注表格数据
+// ...existing code...
-const incomeRemarkTable = computed(() => [
-  { name: settlement.value.incomeRemark ? settlement.value.incomeRemark : '无', remark: '其他需注明的内容' },
-])
 // 支出项表格数据
 const expenseTable = computed(() => [
   { name: '电费成本', amount: settlement.value.electricityCost, remark: '以电力公司账单为准' },
@@ -134,8 +186,37 @@ const expenseTable = computed(() => [
 // 利润表格数据
 const profitTable = computed(() => [
   { name: '当期利润/亏损', amount: settlement.value.grossProfit, remark: '收入合计-支出合计' },
-  { name: '当期可分配利润', amount: settlement.value.shareAmount < 0 ? 0 : settlement.value.shareAmount, remark: '当期利润亏损时填0' },
+  { name: '当期可分配利润', amount: settlement.value.shareAmount && settlement.value.shareAmount < 0 ? 0 : (settlement.value.shareAmount ?? 0), remark: '当期利润亏损时填0' },
 ])
+const profitDistributionTable = computed(() => {
+  const partners = settlement.value.partners || [];
+  // 乙方比例合计
+  const totalPartnerRatio = partners.reduce((sum, p) => sum + (typeof p.ratio === 'number' ? p.ratio : Number(p.ratio) || 0), 0);
+  // 甲方比例 = 100 - 乙方比例合计
+  const mainRatio = (100 - totalPartnerRatio).toFixed(2).replace(/\.00$/, '');
+  const table = [
+    { name: '甲方', ratio: `${mainRatio}%`, shareAmount: '不参与分配', payableAmount: '——', method: '——' }
+  ];
+  partners.forEach((p) => {
+    table.push({
+      name: p.userName ? `${p.userName}` : '',
+      ratio: p.ratio ? `${p.ratio}%` : '',
+      shareAmount: p.shareAmount?.toFixed(2) ?? '',
+      payableAmount: p.payableAmount?.toFixed(2) ?? '',
+      method: '往来款平账/发票结算'
+    });
+  });
+  return table;
+});
+
+const clearingDistributionTable = computed(() => {
+  const partners = settlement.value.partners || [];
+  return partners.map((p) => ({
+    name:  p.userName ? `${p.userName}` : '',
+    lastUnbalancedAmount: p.lastUnbalancedAmount?.toFixed(2) ?? '',
+    afterSettlementAmount: p.afterSettlementAmount?.toFixed(2) ?? ''
+  }));
+});
 </script>
 
 <style scoped>

src/views/crm/project/settlement/index.vue

@@ -112,8 +112,22 @@
           {{ scope.row.settlementDate ? formatDate(scope.row.settlementDate, 'YYYY-MM-DD') : '' }}
         </template>
       </el-table-column>
+      <el-table-column align="center" label="结算状态" prop="settlementStatus" width="160">
+          <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_PROJECT_SETTLEMENT_STATUS" :value="scope.row.settlementStatus" />
+        </template>
+      </el-table-column>
       <el-table-column label="操作" align="center" width="180px" fixed="right">
         <template #default="scope">
+          <el-button
+            v-if="scope.row.settlementStatus === 0"
+            link
+            type="success"
+            @click="settelment(scope.row.id)"
+            v-hasPermi="['crm:project-settlement:update']"
+          >
+            结算
+          </el-button>
           <el-button
             link
             type="primary"
@@ -153,6 +167,7 @@ import * as ProjectSettlementApi from '@/api/crm/project/settlement'
 import * as ProjectApi from '@/api/crm/project'
 import ProjectSettlementForm from './ProjectSettlementForm.vue'
 import ElQuarterPicker  from '@/components/ElQuarterPicker/index.vue'
+import { DICT_TYPE,getIntDictOptions } from '@/utils/dict'
 
 // 结算周期格式化：'2024-1' => '2024年第一季度'
 function formatQuarterPeriod(val?: string) {
@@ -245,6 +260,18 @@ const handleExport = async () => {
   }
 }
 
+// 结算按钮方法
+const settelment = async (id: number) => {
+  try {
+    // 结算的二次确认
+    await message.confirm("是否发起结算?")
+    // 发起结算
+    await ProjectSettlementApi.settelmentProjectSettlementDetail(id)
+    message.success(t('结算成功'))
+    // 刷新列表
+    await getList()
+  } catch {}
+}
 
 
 /** 跳转到项目结算明细页面 */
@@ -262,4 +289,5 @@ onMounted(async () => {
   // 获取项目列表
   projectOptions.value = await ProjectApi.getProjectSimpleList();
 })
+
 </script>

src/views/crm/project/transaction/ProjectTransactionDetailForm.vue

@@ -62,13 +62,6 @@
           </el-form-item>
         </el-col>
       </el-row>
-  <el-row :gutter="20">
-        <el-col :span="12">
-          <el-form-item label="缴存金额" prop="saveAmount">
-            <el-input v-model="formData.saveAmount" placeholder="请输入缴存金额" type="number" @input="onAmountInput('saveAmount')" />
-          </el-form-item>
-        </el-col>
-      </el-row>
     </el-form>
     <template #footer>
       <el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
@@ -77,17 +70,7 @@
   </Dialog>
 </template>
 <script setup lang="ts">
-const validateProjectRequired = (_: any, __: any, callback: any) => {
+
-  const userId = formData.value.userId;
-  const projectId = formData.value.projectId;
-  if (userId !== 1 && userId !== '1') {
-    if (projectId === undefined || projectId === '' || projectId === null) {
-      callback(new Error('请选择项目'));
-      return;
-    }
-  }
-  callback();
-};
 import * as  ProjectTransactionDetailApi from '@/api/crm/project/transaction'
 import * as ProjectApi from '@/api/crm/project'
 import * as UserApi from '@/api/system/user'
@@ -110,24 +93,12 @@ const formData = ref({
   investmentAmount: undefined,
   saveAmount: undefined,
 })
-const validateAmountExclusive = (_: any, __: any, callback: any) => {
-  const investment = formData.value.investmentAmount;
-  const save = formData.value.saveAmount;
-  if ((investment === undefined || investment === '' || investment === null) && (save === undefined || save === '' || save === null)) {
-    callback(new Error('投资金额和缴存金额必须填写一个'));
-  } else if ((investment !== undefined && investment !== '' && investment !== null) && (save !== undefined && save !== '' && save !== null)) {
-    callback(new Error('投资金额和缴存金额只能填写一个'));
-  } else {
-    callback();
-  }
-};
 
 const formRules = reactive({
   date: [{ required: true, message: '缴存日期不能为空', trigger: 'blur' }],
   userId: [{ required: true, message: '投资人不能为空', trigger: 'blur' }],
-  projectId: [{ validator: validateProjectRequired, trigger: 'blur' }],
+  projectId: [{ required: true, message: '项目不能为空', trigger: 'blur' }],
-  investmentAmount: [{ validator: validateAmountExclusive, trigger: 'blur' }],
+  investmentAmount: [{ required: true, message: '投资金额不能为空', trigger: 'blur' }],
-  saveAmount: [{ validator: validateAmountExclusive, trigger: 'blur' }],
 })
 const formRef = ref() // 表单 Ref
 const projectOptions = ref<ProjectApi.ProjectVO[]>([])

src/views/crm/project/transaction/index.vue

@@ -102,11 +102,12 @@
           {{ scope.row.date ? formatDate(scope.row.date, 'YYYY-MM-DD') : '' }}
         </template>
       </el-table-column>
-      <el-table-column label="投资人/代管人" align="center" prop="userName"  width="300px"/>
+      <el-table-column label="投资人/代管人" align="center" prop="userName"  />
       <el-table-column label="项目名称" align="center" prop="projectName"  min-width="260px"/>
-      <el-table-column label="投资款/分红" align="center" prop="investmentAmount"  width="300px"/>
+      <el-table-column label="投资款/分红" align="center" prop="investmentAmount"  />
-      <el-table-column label="缴存/支取" align="center" prop="saveAmount"  width="300px"/>
+      <el-table-column label="缴存/支取" align="center" prop="saveAmount"  />
-      <el-table-column label="相差数" align="center" prop="diff"  width="300px"/>
+      <el-table-column label="相差数" align="center" prop="diff"  />
+      <el-table-column label="待还投资额" align="center" prop="remainAmount"  />
       <el-table-column label="操作" align="center" fixed="right" min-width="120px">
         <template #default="scope">
           <el-button