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项目立项

pull/853/head
wersd 2025-07-03 20:27:49 +08:00
parent e6520ccdd4
commit 9f891fc362
8 changed files with 284 additions and 118 deletions
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60
src/api/crm/project/index.ts
View File

@ -16,40 +16,38 @@ export interface ProjectVO {
ownershipProof: string // 场地权属证明
projectRecord: string // 项目备案
powerSupplyReply: string // 供电答复单
investmentAgreement: string // 合作投资协议
supplementaryMaterials: string // 其他补充材料文件路径
type: number // 类型
projectStatus: number // 状态
}
// CRM 项目信息 API
export const ProjectApi = {
// 查询CRM 项目信息分页
getProjectPage: async (params: any) => {
return await request.get({ url: `/crm/project/page`, params })
},
// 查询CRM 项目信息详情
getProject: async (id: number) => {
return await request.get({ url: `/crm/project/get?id=` + id })
},
// 新增CRM 项目信息
createProject: async (data: ProjectVO) => {
return await request.post({ url: `/crm/project/create`, data })
},
// 修改CRM 项目信息
updateProject: async (data: ProjectVO) => {
return await request.put({ url: `/crm/project/update`, data })
},
// 删除CRM 项目信息
deleteProject: async (id: number) => {
return await request.delete({ url: `/crm/project/delete?id=` + id })
},
// 导出CRM 项目信息 Excel
exportProject: async (params) => {
return await request.download({ url: `/crm/project/export-excel`, params })
},
// 查询CRM 项目信息分页
export const getProjectPage = async (params: any) => {
return await request.get({ url: `/crm/project/page`, params })
}
// 查询CRM 项目信息详情
export const getProject = async (id: number) => {
return await request.get({ url: `/crm/project/get?id=` + id })
}
// 新增CRM 项目信息
export const createProject = async (data: ProjectVO) => {
return await request.post({ url: `/crm/project/create`, data })
}
// 修改CRM 项目信息
export const updateProject = async (data: ProjectVO) => {
return await request.put({ url: `/crm/project/update`, data })
}
// 删除CRM 项目信息
export const deleteProject = async (id: number) => {
return await request.delete({ url: `/crm/project/delete?id=` + id })
}
// 导出CRM 项目信息 Excel
export const exportProject = async (params: any) => {
return await request.download({ url: `/crm/project/export-excel`, params })
}

4
src/api/system/dept/index.ts
View File

@ -19,8 +19,8 @@ export const getSimpleDeptList = async (): Promise<DeptVO[]> => {
}
// 查询部门（精简)列表
export const querySimpleDeptList = async () => {
return await request.get({ url: '/system/dept/query-list?type=2'})
export const querySimpleDeptList = async (type: number) => {
return await request.get({ url: `/system/dept/query-list?type=${type}` })
}
// 查询部门列表

1
src/utils/dict.ts
View File

@ -218,6 +218,7 @@ export enum DICT_TYPE {
CRM_CONTRACT_TYPE = 'crm_contract_type', // CRM 合同类型
CRM_CONTRACT_STATUS = 'crm_contract_status', // CRM 合同状态
CRM_CONTRACT_ATTRIBUTE = 'crm_contract_attribute', // CRM 合同属性
CRM_PROJECT_TYPE = 'crm_project_type', // CRM 项目类型
// ========== ERP - 企业资源计划模块 ==========

2
src/views/crm/contract/ContractForm.vue
View File

@ -340,7 +340,7 @@ const open = async (type: string, id?: number) => {
// 获取联系人
contactList.value = await ContactApi.getSimpleContactList()
// 加载部门列表
deptList.value = await DeptApi.querySimpleDeptList()
deptList.value = await DeptApi.querySimpleDeptList(2)
}
defineExpose({ open }) // 提供 open 方法，用于打开弹窗

119
src/views/crm/project/ProjectForm.vue
View File

@ -47,18 +47,42 @@
<el-col :span="12">
<el-form-item label="类型" prop="type">
<el-select v-model="formData.type" placeholder="请选择类型">
<el-option label="请选择字典生成" value="" />
<el-option
v-for="dict in getIntDictOptions(DICT_TYPE.CRM_PROJECT_TYPE)"
:key="dict.value"
:label="dict.label"
:value="dict.value"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="状态" prop="projectStatus">
<el-radio-group v-model="formData.projectStatus">
<el-radio value="1">请选择字典生成</el-radio>
<el-radio-group v-model="formData.projectStatus">
<el-radio value="0">关闭</el-radio>
<el-radio value="1">开启</el-radio>
</el-radio-group>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="项目投资额" prop="totalInvestment">
<el-input-number v-model="formData.totalInvestment" :min="0" :step="1" placeholder="请输入项目投资额" class="w-1/1" />
<span class="ml-2">万元</span>
</el-form-item>
</el-col>
<el-col :span="6">
<el-form-item label="场地枪数" prop="estimatedPiles">
<el-input v-model="estimatedPiles" readonly placeholder="自动带出" />
</el-form-item>
</el-col>
<el-col :span="6">
<el-form-item :label-width="120" label="单把充电枪成本" prop="gunCost">
<el-input :value="gunCost" readonly placeholder="自动计算" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
@ -115,17 +139,17 @@
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="项目总投资额" prop="totalInvestment">
<el-input v-model="formData.totalInvestment" placeholder="请输入项目总投资额" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col>
<el-form-item label="合伙人明细">
<ProjectPartnetForm v-model:partners="formData.partners" :disabled="formLoading" ref="partnerFormRef" />
<el-form-item v-if="formData.type === 2" label="合伙人明细">
<ProjectPartnetForm
v-model:partners="partners"
:disabled="formLoading"
:price="formData.totalInvestment"
ref="partnerFormRef"
/>
</el-form-item>
</el-col>
</el-row>
@ -133,33 +157,36 @@
<el-row>
<el-col :span="12">
<el-form-item label="同意建桩证明" prop="buildPermit">
<el-input v-model="formData.buildPermit" placeholder="请输入同意建桩证明" />
<UploadFile v-model="formData.buildPermit" :isShowTip="false" :limit="1" :file-type="['pdf']" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="场地权属证明" prop="ownershipProof">
<el-input v-model="formData.ownershipProof" placeholder="请输入场地权属证明" />
<UploadFile v-model="formData.ownershipProof" :isShowTip="false" :limit="1" :file-type="['pdf']" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="项目备案" prop="projectRecord">
<el-input v-model="formData.projectRecord" placeholder="请输入项目备案" />
<UploadFile v-model="formData.projectRecord" :isShowTip="false" :limit="1" :file-type="['pdf']" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="供电答复单" prop="powerSupplyReply">
<el-input v-model="formData.powerSupplyReply" placeholder="请输入供电答复单" />
<UploadFile v-model="formData.powerSupplyReply" :isShowTip="false" :limit="1" :file-type="['pdf']" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col v-if="formData.type === 2" :span="12">
<el-form-item label="合作投资协议" prop="investmentAgreement">
<UploadFile v-model="formData.investmentAgreement" :isShowTip="false" :limit="1" :file-type="['pdf']" />
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="其他补充材料文件路径" prop="supplementaryMaterials">
<el-input v-model="formData.supplementaryMaterials" placeholder="请输入其他补充材料文件路径" />
<el-form-item label="其他补充材料" prop="supplementaryMaterials">
<UploadFile v-model="formData.supplementaryMaterials" :isShowTip="false" :limit="5" :file-type="['pdf']" />
</el-form-item>
</el-col>
</el-row>
@ -178,6 +205,8 @@ import * as DeptApi from '@/api/system/dept'
import * as ContractApi from '@/api/crm/contract'
import * as StationSiteApi from '@/api/crm/stationsite'
import ProjectPartnetForm from './component/ProjectPartnetForm.vue'
import { totalCountFormat } from '@/views/mall/promotion/coupon/formatter'
import UploadFile from '@/components/UploadFile/src/UploadFile.vue'
/** CRM 项目信息 表单 */
defineOptions({ name: 'ProjectForm' })
@ -189,6 +218,8 @@ const dialogVisible = ref(false) // 弹窗的是否展示
const dialogTitle = ref('') // 弹窗的标题
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const partners = ref([]) // 合伙人列表
const formData = ref({
id: undefined,
deptId: undefined,
@ -196,18 +227,18 @@ const formData = ref({
totalInvestment: undefined,
partner: undefined,
ratio: undefined,
investment: undefined,
investment: 0,
cooperationAgreement: undefined,
purchaseContractId: undefined,
epcContractId: undefined,
buildPermit: undefined,
ownershipProof: undefined,
projectRecord: undefined,
powerSupplyReply: undefined,
supplementaryMaterials: undefined,
buildPermit: '',
ownershipProof: '',
projectRecord: '',
powerSupplyReply: '',
investmentAgreement: '',
supplementaryMaterials: [],
type: undefined,
projectStatus: undefined,
partners: [],
projectStatus: undefined
})
const formRules = reactive({
deptId: [{ required: true, message: '部门ID不能为空', trigger: 'blur' }],
@ -221,6 +252,24 @@ const deptList = ref<DeptApi.DeptVO[]>([])
const contractOptions = ref<ContractApi.ContractVO[]>([]) // 合同列表
const siteOptions = ref<StationSiteApi.StationSiteVO[]>([]) // 场地列表
const partnerFormRef = ref()
const estimatedPiles = ref<number | undefined>(undefined)
const gunCost = computed(() => {
if (!estimatedPiles.value || !formData.value.totalInvestment) return ''
if (Number(estimatedPiles.value) === 0) return ''
return (Number(formData.value.totalInvestment) / Number(estimatedPiles.value)).toFixed(2)
})
watch(
() => formData.value.siteId,
async (siteId) => {
if (siteId) {
const site = await StationSiteApi.getStationSite(siteId)
estimatedPiles.value = site.estimatedPiles
} else {
estimatedPiles.value = undefined
}
}
)
/** 打开弹窗 */
const open = async (type: string, id?: number) => {
@ -238,7 +287,7 @@ const open = async (type: string, id?: number) => {
}
}
// 加载部门列表
deptList.value = await DeptApi.querySimpleDeptList()
deptList.value = await DeptApi.getSimpleDeptList()
// 获得合同列表
contractOptions.value = await ContractApi.getContractSimpleAllList()
// 获得场地列表
@ -284,18 +333,18 @@ const resetForm = () => {
totalInvestment: undefined,
partner: undefined,
ratio: undefined,
investment: undefined,
investment: 0,
cooperationAgreement: undefined,
purchaseContractId: undefined,
epcContractId: undefined,
buildPermit: undefined,
ownershipProof: undefined,
projectRecord: undefined,
powerSupplyReply: undefined,
supplementaryMaterials: undefined,
buildPermit: '',
ownershipProof: '',
projectRecord: '',
powerSupplyReply: '',
investmentAgreement: '',
supplementaryMaterials: [],
type: undefined,
projectStatus: undefined,
partners: [],
projectStatus: undefined
}
formRef.value?.resetFields()
}

87
src/views/crm/project/component/ProjectPartnetForm.vue
View File

@ -9,12 +9,13 @@
:disabled="disabled"
>
<el-table :data="formData" style="width: 100%">
<el-table-column label="序号" type="index" align="center" width="60" />
<el-table-column label="项目合伙人" min-width="180">
<template #default="{ $index }">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.partner`" :rules="formRules.partner" class="mb-0px!">
<el-select
v-model="formRules.partner"
v-model="row.partner"
filterable
clearable
placeholder="请选择"
@ -30,17 +31,24 @@
</el-form-item>
</template>
</el-table-column>
<el-table-column label="比例" min-width="120">
<el-table-column label="比例(%)" min-width="200">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.ratio`" :rules="formRules.ratio" class="mb-0px!">
<el-input v-model="row.ratio" placeholder="请输入比例" />
<el-input-number
v-model="row.ratio"
:min="0"
:step="1"
:max="getMaxRatio($index)"
placeholder="请输入比例"
class="w-1/1"
/>
</el-form-item>
</template>
</el-table-column>
<el-table-column label="投资额" min-width="150">
<el-table-column label="投资额(万元)" min-width="150">
<template #default="{ row, $index }">
<el-form-item :prop="`${$index}.investment`" :rules="formRules.investment" class="mb-0px!">
<el-input v-model="row.investment" placeholder="请输入投资额" />
<el-form-item :prop="`${$index}.investment`" class="mb-0px!">
<el-input v-model="row.investment" placeholder="自动计算" :value="calcInvestment(row)" readonly />
</el-form-item>
</template>
</el-table-column>
@ -57,11 +65,14 @@
</template>
<script setup lang="ts">
import * as UserApi from '@/api/system/user'
import { ElMessage } from 'element-plus'
const props = defineProps<{
partners: any[]
disabled: boolean
price: number
}>()
const emit = defineEmits(['update:partners'])
const formLoading = ref(false)
const userOptions = ref<any[]>([])
@ -74,9 +85,22 @@ interface PartnerRow {
const formData = ref<PartnerRow[]>([])
const formRules = reactive({
partner: [{ required: true, message: '项目合伙人不能为空', trigger: 'blur' }],
partner: [
{ required: true, message: '项目合伙人不能为空', trigger: 'blur' },
{
validator: (_rule: any, value: string, callback: any) => {
// 检查合伙人是否重复
const count = formData.value.filter(item => item.partner === value).length
if (value && count > 1) {
callback(new Error('项目合伙人不能重复'))
} else {
callback()
}
},
trigger: 'change',
},
],
ratio: [{ required: true, message: '比例不能为空', trigger: 'blur' }],
investment: [{ required: true, message: '投资额不能为空', trigger: 'blur' }]
})
const formRef = ref<any>(null)
@ -88,7 +112,10 @@ onMounted(async () => {
watch(
() => props.partners,
(val) => {
formData.value = val || []
formData.value = (val || []).map(item => ({
...item,
partner: item.partner ? String(item.partner) : ''
}))
},
{ immediate: true }
)
@ -101,8 +128,44 @@ const handleDelete = (index: number) => {
formData.value.splice(index, 1)
}
const validate = () => {
return formRef.value?.validate?.()
const validate = async () => {
const valid = await formRef.value?.validate?.()
if (!valid) return false
// 校验所有合伙人比例之和不能超过100
const totalRatio = formData.value.reduce((sum, item) => sum + (Number(item.ratio) || 0), 0)
if (totalRatio > 100) {
ElMessage.error('所有合伙人比例之和不能超过100%')
return false
}
return true
}
const calcInvestment = (row: PartnerRow) => {
const ratio = Number(row.ratio) || 0
const price = Number(props.price) || 0
return ratio && price ? ((ratio * price) / 100).toFixed(2) : ''
}
const getMaxRatio = (index: number) => {
// 计算除当前行外，其他合伙人已占用的比例
const used = formData.value.reduce((sum, item, idx) => idx !== index ? sum + (Number(item.ratio) || 0) : sum, 0)
return Math.max(0, 100 - used)
}
watch(
() => formData.value.map(item => item.ratio),
() => {
formData.value.forEach(row => {
row.investment = calcInvestment(row)
})
},
{ deep: true }
)
watch(
() => formData.value,
(val) => {
emit('update:partners', val)
},
{ deep: true }
)
defineExpose({ validate })
</script>

79
src/views/crm/receivable/ReceivableForm.vue
View File

@ -129,10 +129,45 @@
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="收支类型" prop="incomeType">
<el-select v-model="formData.incomeType" placeholder="请选择收支类型" class="w-1/1">
<el-option label="收入" value="income" />
<el-option label="支出" value="expense" />
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="项目名称" prop="projectId">
<el-select
v-model="formData.projectId"
filterable
clearable
placeholder="请选择项目"
class="w-1/1"
>
<el-option
v-for="item in projectList"
:key="item.id"
:label="item.id + ' - ' + item.deptId"
:value="item.id"
/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="是否押金" prop="isDeposit">
<el-switch v-model="formData.isDeposit" active-text="是" inactive-text="否" />
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="24">
<el-form-item label="备注" prop="remark">
<el-input v-model="formData.remark" placeholder="请输入备注" type="textarea" />
<el-form-item label="收入/开支内容" prop="content">
<el-input v-model="formData.content" placeholder="请输入收入/开支内容" type="textarea" />
</el-form-item>
</el-col>
</el-row>
@ -150,6 +185,7 @@ import { ReceivableVO } from '@/api/crm/receivable'
import * as UserApi from '@/api/system/user'
import * as CustomerApi from '@/api/crm/customer'
import * as ContractApi from '@/api/crm/contract'
import * as ProjectApi from '@/api/crm/project'
import { useUserStore } from '@/store/modules/user'
import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
@ -160,17 +196,29 @@ const dialogVisible = ref(false) // 弹窗的是否展示
const dialogTitle = ref('') // 弹窗的标题
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
const formType = ref('') // 表单的类型：create - 新增；update - 修改
const formData = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO)
const formData = ref<ReceivableApi.ReceivableVO & {
date?: number | string
content?: string
incomeType?: string
projectId?: number
isDeposit?: boolean
}>({} as ReceivableApi.ReceivableVO)
const formRules = reactive({
customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
contractId: [{ required: true, message: '合同不能为空', trigger: 'blur' }],
returnTime: [{ required: true, message: '付款日期不能为空', trigger: 'blur' }],
price: [{ required: true, message: '付款金额不能为空', trigger: 'blur' }]
price: [{ required: true, message: '付款金额不能为空', trigger: 'blur' }],
date: [{ required: true, message: '日期不能为空', trigger: 'blur' }],
content: [{ required: true, message: '收入/开支内容不能为空', trigger: 'blur' }],
incomeType: [{ required: true, message: '收支类型不能为空', trigger: 'change' }],
projectId: [{ required: true, message: '项目名称不能为空', trigger: 'change' }],
isDeposit: [{ required: true, message: '请选择是否押金', trigger: 'change' }],
})
const formRef = ref() // 表单 Ref
const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
const contractList = ref<ContractApi.ContractVO[]>([]) // 合同列表
const receivablePlanList = ref<ReceivablePlanApi.ReceivablePlanVO[]>([]) // 付款计划列表
const projectList = ref<ProjectApi.ProjectVO[]>([]) // 项目列表
/** 打开弹窗 */
const open = async (
@ -198,20 +246,27 @@ const open = async (
userOptions.value = await UserApi.getSimpleUserList()
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleList()
// 获得项目列表
projectList.value = await ProjectApi.getProjectPage({ pageSize: 1000, pageNo: 1 }).then(res => res.list || [])
// 默认新建时选中自己
if (formType.value === 'create') {
formData.value.ownerUserId = useUserStore().getUser.id
}
// 从付款计划创建付款
if (receivablePlan) {
formData.value.customerId = receivablePlan.customerId
await handleCustomerChange(receivablePlan.customerId)
formData.value.contractId = receivablePlan.contractId
await handleContractChange(receivablePlan.contractId)
if (receivablePlan.id) {
formData.value.planId = receivablePlan.id
formData.value.price = receivablePlan.price
formData.value.returnType = receivablePlan.returnType
// 修复 receivablePlan.contractId 可能为 undefined 的类型问题
if (receivablePlan) {
formData.value.customerId = receivablePlan.customerId
await handleCustomerChange(receivablePlan.customerId)
if (receivablePlan.contractId) {
formData.value.contractId = receivablePlan.contractId
await handleContractChange(receivablePlan.contractId)
}
if (receivablePlan.id) {
formData.value.planId = receivablePlan.id
formData.value.price = receivablePlan.price
formData.value.returnType = receivablePlan.returnType
}
}
}
}

2
src/views/crm/receivable/request/RequestForm.vue
View File

@ -132,7 +132,7 @@ const open = async (type: string, id?: number, customerId?: number, contractId?:
// 获得用户列表
userOptions.value = await UserApi.getSimpleUserList()
// 加载部门列表
deptList.value = await DeptApi.querySimpleDeptList()
deptList.value = await DeptApi.querySimpleDeptList(3)
// 获得客户列表
customerList.value = await CustomerApi.getCustomerSimpleAllList()
// 默认新建时选中自己