✨ CRM:完善回款 plan 新增/修改
parent
fee444d191
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@ -66,9 +66,9 @@ export const getContract = async (id: number) => {
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}
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}
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// 查询 CRM 合同下拉列表
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// 查询 CRM 合同下拉列表
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export const getCrmContractSimpleListByCustomerId = async (customerId: number) => {
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export const getContractSimpleList = async (customerId: number) => {
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return await request.get({
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return await request.get({
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url: `/crm/contract/list-all-simple-by-customer?customerId=${customerId}`
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url: `/crm/contract/simple-list?customerId=${customerId}`
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})
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})
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}
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}
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@ -5,10 +5,10 @@ export interface ReceivablePlanVO {
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period: number
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period: number
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receivableId: number
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receivableId: number
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finishStatus: number
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finishStatus: number
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processInstanceId: number
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price: number
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price: number
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returnTime: Date
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returnTime: Date
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remindDays: number
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remindDays: number
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returnType: number
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remindTime: Date
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remindTime: Date
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customerId: number
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customerId: number
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customerName?: string
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customerName?: string
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@ -43,6 +43,7 @@ export const getReceivablePlan = async (id: number) => {
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}
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}
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// 查询回款计划下拉数据
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// 查询回款计划下拉数据
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// TODO @芋艿:再看看这里
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export const getReceivablePlanListByContractId = async (customerId: number, contractId: number) => {
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export const getReceivablePlanListByContractId = async (customerId: number, contractId: number) => {
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return await request.get({
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return await request.get({
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url: `/crm/receivable-plan/list-all-simple-by-customer?customerId=${customerId}&contractId=${contractId}`
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url: `/crm/receivable-plan/list-all-simple-by-customer?customerId=${customerId}&contractId=${contractId}`
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@ -75,7 +75,7 @@
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<el-form-item label="回款方式" prop="returnType">
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<el-form-item label="回款方式" prop="returnType">
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<el-select v-model="formData.returnType" placeholder="请选择回款方式">
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<el-select v-model="formData.returnType" placeholder="请选择回款方式">
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<el-option
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<el-option
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v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
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:key="dict.value"
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:key="dict.value"
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:label="dict.label"
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:label="dict.label"
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:value="dict.value"
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:value="dict.value"
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@ -128,7 +128,7 @@ import * as UserApi from '@/api/system/user'
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import * as CustomerApi from '@/api/crm/customer'
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import * as CustomerApi from '@/api/crm/customer'
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import * as ContractApi from '@/api/crm/contract'
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import * as ContractApi from '@/api/crm/contract'
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import { useUserStore } from '@/store/modules/user'
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import { useUserStore } from '@/store/modules/user'
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import { DICT_TYPE, getStrDictOptions } from '@/utils/dict'
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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const { t } = useI18n() // 国际化
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const { t } = useI18n() // 国际化
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const message = useMessage() // 消息弹窗
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const message = useMessage() // 消息弹窗
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@ -215,7 +215,7 @@ const resetForm = () => {
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}
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}
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const getContractList = async (customerId: number) => {
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const getContractList = async (customerId: number) => {
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contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
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contractList.value = await ContractApi.getContractSimpleList(customerId)
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}
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}
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const getReceivablePlanList = async (contractId: number) => {
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const getReceivablePlanList = async (contractId: number) => {
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receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanListByContractId(
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receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanListByContractId(
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@ -7,10 +7,40 @@
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:rules="formRules"
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:rules="formRules"
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label-width="110px"
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label-width="110px"
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>
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>
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<el-row>
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<el-col :span="12">
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<el-form-item label="还款期数" prop="period">
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<el-input disabled v-model="formData.period" placeholder="保存时自动生成" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="负责人" prop="ownerUserId">
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<el-select
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v-model="formData.ownerUserId"
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:disabled="formType !== 'create'"
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class="w-1/1"
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>
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<el-option
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v-for="item in userOptions"
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:key="item.id"
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:label="item.nickname"
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:value="item.id"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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</el-row>
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<el-row>
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<el-row>
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<el-col :span="12">
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<el-col :span="12">
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<el-form-item label="客户名称" prop="customerId">
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<el-form-item label="客户名称" prop="customerId">
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<el-select v-model="formData.customerId" class="w-1/1" placeholder="请选择客户">
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<el-select
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v-model="formData.customerId"
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:disabled="formType !== 'create'"
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class="w-1/1"
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filterable
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@change="handleCustomerChange"
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placeholder="请选择客户"
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>
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<el-option
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<el-option
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v-for="item in customerList"
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v-for="item in customerList"
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:key="item.id"
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:key="item.id"
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@ -24,8 +54,9 @@
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<el-form-item label="合同名称" prop="contractId">
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<el-form-item label="合同名称" prop="contractId">
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<el-select
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<el-select
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v-model="formData.contractId"
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v-model="formData.contractId"
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:disabled="!formData.customerId"
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:disabled="formType !== 'create' || !formData.customerId"
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class="!w-100%"
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class="w-1/1"
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filterable
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placeholder="请选择合同"
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placeholder="请选择合同"
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>
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>
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<el-option
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<el-option
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@ -37,18 +68,8 @@
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</el-select>
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</el-select>
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</el-form-item>
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</el-form-item>
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</el-col>
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</el-col>
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<el-col :span="12">
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</el-row>
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<el-form-item label="负责人" prop="ownerUserId">
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<el-row>
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<el-select v-model="formData.ownerUserId" clearable placeholder="请输入负责人">
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<el-option
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v-for="item in userList"
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:key="item.id"
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:label="item.nickname"
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:value="item.id"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-col :span="12">
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<el-form-item label="计划回款金额" prop="price">
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<el-form-item label="计划回款金额" prop="price">
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<el-input-number
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<el-input-number
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@ -56,6 +77,8 @@
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class="!w-100%"
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class="!w-100%"
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controls-position="right"
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controls-position="right"
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placeholder="请输入计划回款金额"
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placeholder="请输入计划回款金额"
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:min="0.01"
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:precision="2"
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/>
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/>
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</el-form-item>
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</el-form-item>
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</el-col>
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</el-col>
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@ -69,6 +92,8 @@
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/>
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/>
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</el-form-item>
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</el-form-item>
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</el-col>
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</el-col>
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</el-row>
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<el-row>
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<el-col :span="12">
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<el-col :span="12">
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<el-form-item label="提前几天提醒" prop="remindDays">
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<el-form-item label="提前几天提醒" prop="remindDays">
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<el-input-number
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<el-input-number
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@ -80,23 +105,20 @@
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</el-form-item>
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</el-form-item>
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</el-col>
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</el-col>
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<el-col :span="12">
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<el-col :span="12">
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<el-form-item label="提醒日期" prop="remindTime">
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<el-form-item label="回款方式" prop="returnType">
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<el-date-picker
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<el-select v-model="formData.returnType" class="w-1/1" placeholder="请选择回款方式">
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v-model="formData.remindTime"
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<el-option
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placeholder="选择提醒日期"
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
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type="date"
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:key="dict.value"
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value-format="x"
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:label="dict.label"
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/>
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>
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</el-form-item>
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</el-col>
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</el-col>
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<el-col :span="24">
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<el-col :span="24">
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<el-form-item label="备注" prop="remark">
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<el-form-item label="备注" prop="remark">
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<el-input
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<el-input v-model="formData.remark" placeholder="请输入备注" type="textarea" />
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v-model="formData.remark"
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:rows="3"
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placeholder="请输入备注"
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type="textarea"
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/>
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</el-form-item>
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</el-form-item>
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</el-col>
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</el-col>
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</el-row>
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</el-row>
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@ -113,10 +135,11 @@ import * as UserApi from '@/api/system/user'
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import * as CustomerApi from '@/api/crm/customer'
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import * as CustomerApi from '@/api/crm/customer'
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import * as ContractApi from '@/api/crm/contract'
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import * as ContractApi from '@/api/crm/contract'
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import { useUserStore } from '@/store/modules/user'
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import { useUserStore } from '@/store/modules/user'
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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const { t } = useI18n() // 国际化
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const { t } = useI18n() // 国际化
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const message = useMessage() // 消息弹窗
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const message = useMessage() // 消息弹窗
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const userList = ref<UserApi.UserVO[]>([]) // 用户列表
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const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
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const dialogVisible = ref(false) // 弹窗的是否展示
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const dialogVisible = ref(false) // 弹窗的是否展示
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const dialogTitle = ref('') // 弹窗的标题
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const dialogTitle = ref('') // 弹窗的标题
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const formLoading = ref(false) // 表单的加载中:1)修改时的数据加载;2)提交的按钮禁用
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const formLoading = ref(false) // 表单的加载中:1)修改时的数据加载;2)提交的按钮禁用
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@ -125,7 +148,6 @@ const formData = ref<ReceivablePlanApi.ReceivablePlanVO>({} as ReceivablePlanApi
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const formRules = reactive({
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const formRules = reactive({
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price: [{ required: true, message: '计划回款金额不能为空', trigger: 'blur' }],
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price: [{ required: true, message: '计划回款金额不能为空', trigger: 'blur' }],
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returnTime: [{ required: true, message: '计划回款日期不能为空', trigger: 'blur' }],
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returnTime: [{ required: true, message: '计划回款日期不能为空', trigger: 'blur' }],
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remindTime: [{ required: true, message: '提醒日期不能为空', trigger: 'blur' }],
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customerId: [{ required: true, message: '客户编号不能为空', trigger: 'blur' }],
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customerId: [{ required: true, message: '客户编号不能为空', trigger: 'blur' }],
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contractId: [{ required: true, message: '合同编号不能为空', trigger: 'blur' }],
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contractId: [{ required: true, message: '合同编号不能为空', trigger: 'blur' }],
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ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }]
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ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }]
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@ -133,6 +155,7 @@ const formRules = reactive({
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const formRef = ref() // 表单 Ref
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const formRef = ref() // 表单 Ref
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const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
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const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
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const contractList = ref<ContractApi.ContractVO[]>([]) // 合同列表
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const contractList = ref<ContractApi.ContractVO[]>([]) // 合同列表
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/** 打开弹窗 */
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/** 打开弹窗 */
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const open = async (type: string, id?: number) => {
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const open = async (type: string, id?: number) => {
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dialogVisible.value = true
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dialogVisible.value = true
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@ -148,9 +171,8 @@ const open = async (type: string, id?: number) => {
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formLoading.value = false
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formLoading.value = false
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}
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}
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}
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}
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// 获得用户列表
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// 获得用户列表
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userList.value = await UserApi.getSimpleUserList()
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userOptions.value = await UserApi.getSimpleUserList()
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// 获得客户列表
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// 获得客户列表
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customerList.value = await CustomerApi.getCustomerSimpleList()
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customerList.value = await CustomerApi.getCustomerSimpleList()
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// 默认新建时选中自己
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// 默认新建时选中自己
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@ -160,22 +182,6 @@ const open = async (type: string, id?: number) => {
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}
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}
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defineExpose({ open }) // 提供 open 方法,用于打开弹窗
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defineExpose({ open }) // 提供 open 方法,用于打开弹窗
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const getContractList = async (customerId: number) => {
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contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
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}
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watch(
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() => formData.value.customerId,
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(newVal) => {
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if (!newVal) {
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return
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}
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getContractList(newVal)
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},
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{
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immediate: true
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}
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)
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/** 提交表单 */
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/** 提交表单 */
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const emit = defineEmits(['success']) // 定义 success 事件,用于操作成功后的回调
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const emit = defineEmits(['success']) // 定义 success 事件,用于操作成功后的回调
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const submitForm = async () => {
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const submitForm = async () => {
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@ -207,4 +213,15 @@ const resetForm = () => {
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formData.value = {} as ReceivablePlanApi.ReceivablePlanVO
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formData.value = {} as ReceivablePlanApi.ReceivablePlanVO
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formRef.value?.resetFields()
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formRef.value?.resetFields()
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}
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}
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/** 处理切换客户 */
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const handleCustomerChange = async (customerId: number) => {
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// 重置合同编号
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formData.value.contractId = undefined
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// 获得合同列表
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if (customerId) {
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contractList.value = []
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contractList.value = await ContractApi.getContractSimpleList(customerId)
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}
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}
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</script>
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</script>
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