收款计划

src/api/crm/project/index.ts

@@ -4,6 +4,7 @@ import request from '@/config/axios'
 export interface ProjectVO {
   id: number // 主键ID
   deptId: number // 部门ID
+  name?: string
   siteId: number // 场地ID
   totalInvestment: number // 项目总投资额
   ownerUserId: string // 项目合伙人
@@ -51,3 +52,8 @@ export const deleteProject = async (id: number) => {
 export const exportProject = async (params: any) => {
   return await request.download({ url: `/crm/project/export-excel`, params })
 }
+
+// 获取项目列表
+export const getProjectSimpleList = async () => {
+  return await request.get({ url: `/crm/project/simple-list` })
+}

src/api/crm/receivable/index.ts

@@ -8,6 +8,8 @@ export interface ReceivableVO {
   customerId?: number
   customerName?: string
   contractId?: number
+  type: number
+  deptId: number
   contract?: {
     id?: number
     name?: string

src/api/crm/receivable/plan/index.ts

@@ -3,7 +3,7 @@ import request from '@/config/axios'
 export interface ReceivablePlanVO {
   id: number
   period: number
-  receivableId: number
+  receivableId: number[]
   price: number
   returnTime: Date
   remindDays: number
@@ -25,10 +25,10 @@ export interface ReceivablePlanVO {
   creatorName?: string // 创建人名称
   createTime: Date // 创建时间
   updateTime: Date // 更新时间
-  receivable?: {
+  receivable?: [{
     price: number
     returnTime: Date
-  }
+  }]
 }
 
 // 查询收款计划列表

src/utils/dict.ts

@@ -204,7 +204,8 @@ export enum DICT_TYPE {
   CRM_AUDIT_STATUS = 'crm_audit_status', // CRM 审批状态
   CRM_BIZ_TYPE = 'crm_biz_type', // CRM 业务类型
   CRM_BUSINESS_END_STATUS_TYPE = 'crm_business_end_status_type', // CRM 商机结束状态类型
-  CRM_RECEIVABLE_RETURN_TYPE = 'crm_receivable_return_type', // CRM 回款的还款方式
+  CRM_RECEIVABLE_RETURN_TYPE = 'crm_receivable_return_type', // CRM 付款的付款方式
+  CRM_RECEIVABLE_TYPE = 'crm_receivable_type', // CRM 付款类型
   CRM_CUSTOMER_INDUSTRY = 'crm_customer_industry', // CRM 客户所属行业
   CRM_CUSTOMER_DEAL_STATUS = 'crm_customer_deal_status', // CRM 客户成交状态
   CRM_CUSTOMER_LEVEL = 'crm_customer_level', // CRM 客户级别

src/views/crm/project/ProjectForm.vue

@@ -199,7 +199,7 @@
   </Dialog>
 </template>
 <script setup lang="ts">
-import { ProjectApi, ProjectVO } from '@/api/crm/project'
+import * as ProjectApi from '@/api/crm/project'
 import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 import * as DeptApi from '@/api/system/dept'
 import * as ContractApi from '@/api/crm/contract'
@@ -224,7 +224,7 @@ const formData = ref({
   id: undefined,
   deptId: undefined,
   siteId: undefined,
-  totalInvestment: undefined,
+  totalInvestment: 0,
   partner: undefined,
   ratio: undefined,
   investment: 0,
@@ -308,7 +308,7 @@ const submitForm = async () => {
   // 提交请求
   formLoading.value = true
   try {
-    const data = formData.value as unknown as ProjectVO
+    const data = formData.value as unknown as ProjectApi.ProjectVO
     if (formType.value === 'create') {
       await ProjectApi.createProject(data)
       message.success(t('common.createSuccess'))
@@ -330,7 +330,7 @@ const resetForm = () => {
     id: undefined,
     deptId: undefined,
     siteId: undefined,
-    totalInvestment: undefined,
+    totalInvestment: 0,
     partner: undefined,
     ratio: undefined,
     investment: 0,

src/views/crm/project/index.vue

@@ -144,7 +144,7 @@
 <script setup lang="ts">
 import { dateFormatter } from '@/utils/formatTime'
 import download from '@/utils/download'
-import { ProjectApi, ProjectVO } from '@/api/crm/project'
+import * as ProjectApi  from '@/api/crm/project'
 import ProjectForm from './ProjectForm.vue'
 
 /** CRM 项目信息 列表 */
@@ -154,7 +154,7 @@ const message = useMessage() // 消息弹窗
 const { t } = useI18n() // 国际化
 
 const loading = ref(true) // 列表的加载中
-const list = ref<ProjectVO[]>([]) // 列表的数据
+const list = ref<ProjectApi.ProjectVO[]>([]) // 列表的数据
 const total = ref(0) // 列表的总页数
 const queryParams = reactive({
   pageNo: 1,

src/views/crm/receivable/ReceivableForm.vue

@@ -9,22 +9,38 @@
     >
       <el-row>
         <el-col :span="12">
-          <el-form-item label="付款编号" prop="no">
+          <el-form-item label="付款期数" prop="planId">
-            <el-input v-model="formData.no" disabled placeholder="保存时自动生成" />
+            <el-select
+              v-model="formData.planId"
+              :disabled="formType !== 'create' || !formData.contractId"
+              class="!w-1/1"
+              placeholder="请选择付款期数"
+              @change="handleReceivablePlanChange"
+            >
+              <el-option
+                v-for="data in receivablePlanList"
+                :key="data.id"
+                disabled
+                :label="'第 ' + data.period + ' 期'"
+                :value="data.id!"
+              />
+            </el-select>
           </el-form-item>
         </el-col>
         <el-col :span="12">
-          <el-form-item label="负责人" prop="ownerUserId">
+          <el-form-item label="付款单位" prop="contractId">
             <el-select
-              v-model="formData.ownerUserId"
+              v-model="formData.deptId"
-              :disabled="formType !== 'create'"
+              disabled
               class="w-1/1"
+              filterable
+              placeholder="请选择付款单位"
             >
               <el-option
-                v-for="item in userOptions"
+                v-for="data in deptList"
-                :key="item.id"
+                :key="data.id"
-                :label="item.nickname"
+                :label="data.name"
-                :value="item.id"
+                :value="data.id!"
               />
             </el-select>
           </el-form-item>
@@ -32,13 +48,13 @@
       </el-row>
       <el-row>
         <el-col :span="12">
-          <el-form-item label="客户名称" prop="customerId">
+          <el-form-item label="收款单位" prop="customerId">
             <el-select
               v-model="formData.customerId"
               :disabled="formType !== 'create'"
               class="w-1/1"
               filterable
-              placeholder="请选择客户"
+              placeholder="请选择收款单位"
               @change="handleCustomerChange"
             >
               <el-option
@@ -71,39 +87,6 @@
           </el-form-item>
         </el-col>
       </el-row>
-      <el-row>
-        <el-col :span="12">
-          <el-form-item label="付款期数" prop="planId">
-            <el-select
-              v-model="formData.planId"
-              :disabled="formType !== 'create' || !formData.contractId"
-              class="!w-1/1"
-              placeholder="请选择付款期数"
-              @change="handleReceivablePlanChange"
-            >
-              <el-option
-                v-for="data in receivablePlanList"
-                :key="data.id"
-                :disabled="data.receivableId"
-                :label="'第 ' + data.period + ' 期'"
-                :value="data.id!"
-              />
-            </el-select>
-          </el-form-item>
-        </el-col>
-        <el-col :span="12">
-          <el-form-item label="付款方式" prop="returnType">
-            <el-select v-model="formData.returnType" class="w-1/1" placeholder="请选择付款方式">
-              <el-option
-                v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
-                :key="dict.value"
-                :label="dict.label"
-                :value="dict.value"
-              />
-            </el-select>
-          </el-form-item>
-        </el-col>
-      </el-row>
       <el-row>
         <el-col :span="12">
           <el-form-item label="付款金额" prop="price">
@@ -129,12 +112,30 @@
           </el-form-item>
         </el-col>
       </el-row>
+      <el-row>
+        <el-col :span="12">
+          <el-form-item label="付款方式" prop="returnType">
+            <el-select v-model="formData.returnType" class="w-1/1" placeholder="请选择付款方式">
+              <el-option
+                v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
+                :key="dict.value"
+                :label="dict.label"
+                :value="dict.value"
+              />
+            </el-select>
+          </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
-              <el-option label="支出" value="expense" />
+                v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_TYPE)"
+                :key="dict.value"
+                :label="dict.label"
+                :value="dict.value"
+              />
             </el-select>
           </el-form-item>
         </el-col>
@@ -152,7 +153,7 @@
               <el-option
                 v-for="item in projectList"
                 :key="item.id"
-                :label="item.id + ' - ' + item.deptId"
+                :label="item.name"
                 :value="item.id"
               />
             </el-select>
@@ -166,8 +167,8 @@
       </el-row>
       <el-row>
         <el-col :span="24">
-          <el-form-item label="收入/开支内容" prop="content">
+          <el-form-item label="备注" prop="content">
-            <el-input v-model="formData.content" placeholder="请输入收入/开支内容" type="textarea" />
+            <el-input v-model="formData.content" placeholder="请输入备注" type="textarea" />
           </el-form-item>
         </el-col>
       </el-row>
@@ -186,6 +187,7 @@ 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 * as DeptApi from '@/api/system/dept'
 import { useUserStore } from '@/store/modules/user'
 import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
 
@@ -209,12 +211,13 @@ const formRules = reactive({
   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' }],
   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' }],
+  content: [{ required: true, message: '备注不能为空', 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 deptList = ref<DeptApi.DeptVO[]>([])
 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
@@ -242,18 +245,21 @@ const open = async (
       formLoading.value = false
     }
   }
+  // 加载部门列表
+  deptList.value = await DeptApi.querySimpleDeptList(2)
   // 获得用户列表
   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 || [])
+  projectList.value = await ProjectApi.getProjectSimpleList()
   // 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) {
+    
     // 修复 receivablePlan.contractId 可能为 undefined 的类型问题
     if (receivablePlan) {
       formData.value.customerId = receivablePlan.customerId
@@ -302,6 +308,7 @@ const submitForm = async () => {
 const resetForm = () => {
   formData.value = {} as ReceivableApi.ReceivableVO
   formRef.value?.resetFields()
+  formData.value.isDeposit = false // 默认不是押金
 }
 
 /** 处理切换客户 */
@@ -330,6 +337,8 @@ const handleContractChange = async (contractId: number) => {
     const contract = contractList.value.find((item) => item.id === contractId)
     if (contract) {
       formData.value.price = contract.totalPrice - contract.totalReceivablePrice
+      // 设置付款方
+      formData.value.deptId = contract.deptId
     }
   }
 }

src/views/crm/receivable/plan/ReceivablePlanForm.vue

@@ -204,6 +204,7 @@ const submitForm = async () => {
   // 提交请求
   formLoading.value = true
   try {
+    formData.value.type = 0
     const data = formData.value as unknown as ReceivablePlanApi.ReceivablePlanVO
     if (formType.value === 'create') {
       await ReceivablePlanApi.createReceivablePlan(data)

src/views/crm/receivable/plan/index.vue

@@ -70,6 +70,7 @@
   <!-- 列表 -->
   <ContentWrap>
     <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
+      
       <el-table-column
         :formatter="dateFormatter2"
         align="center"
@@ -132,10 +133,9 @@
         width="160"
       >
         <template #default="scope">
-          <el-text v-if="scope.row.receivable">
+          <el-text>
-            {{ erpPriceInputFormatter(scope.row.receivable.price) }}
+            {{ erpPriceInputFormatter((scope.row.receivable && Array.isArray(scope.row.receivable) && scope.row.receivable.length > 0) ? scope.row.receivable.reduce((sum, r) => sum + (r.price || 0), 0) : 0) }}
           </el-text>
-          <el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
         </template>
       </el-table-column>
       <!-- <el-table-column
@@ -152,10 +152,9 @@
         width="160"
       >
         <template #default="scope">
-          <el-text v-if="scope.row.receivable">
+          <el-text>
-            {{ erpPriceInputFormatter(scope.row.price - scope.row.receivable.price) }}
+            {{ erpPriceInputFormatter(scope.row.price - ((scope.row.receivable && Array.isArray(scope.row.receivable) && scope.row.receivable.length > 0) ? scope.row.receivable.reduce((sum, r) => sum + (r.price || 0), 0) : 0)) }}
           </el-text>
-          <el-text v-else>{{ erpPriceInputFormatter(scope.row.price) }}</el-text>
         </template>
       </el-table-column>
       <el-table-column label="审核状态" align="center" width="90" prop="auditStatus">
@@ -171,7 +170,6 @@
             link
             type="success"
             @click="openReceivableForm(scope.row)"
-            :disabled="scope.row.receivableId"
           >
             创建付款
           </el-button>