✨ CRM:完善回款的详情
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5369328b37
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c5e5228e78
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@ -5,14 +5,24 @@ export interface ReceivableVO {
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no: string
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planId: number
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customerId: number
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customerName?: string
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contractId: number
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contract?: {
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no: string
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totalPrice: number
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}
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auditStatus: number
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processInstanceId: number
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returnTime: Date
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returnType: string
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price: number
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ownerUserId: number
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ownerUserName?: string
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remark: string
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creator: string // 创建人
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creatorName?: string // 创建人名称
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createTime: Date // 创建时间
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updateTime: Date // 更新时间
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}
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// 查询回款列表
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@ -546,10 +546,21 @@ const remainingRouter: AppRouteRecordRaw[] = [
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title: '回款计划详情',
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noCache: true,
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hidden: true,
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activeMenu: '/crm/contract'
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activeMenu: '/crm/receivable-plan'
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},
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component: () => import('@/views/crm/receivable/plan/detail/index.vue')
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},
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{
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path: 'receivable/detail/:id',
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name: 'CrmReceivableDetail',
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meta: {
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title: '回款详情',
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noCache: true,
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hidden: true,
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activeMenu: '/crm/receivable'
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},
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component: () => import('@/views/crm/receivable/detail/index.vue')
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},
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{
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path: 'contact/detail/:id',
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name: 'CrmContactDetail',
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@ -0,0 +1,43 @@
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<template>
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<div>
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<div class="flex items-start justify-between">
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<div>
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<el-col>
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<el-row>
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<span class="text-xl font-bold">{{ receivable.no }}</span>
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</el-row>
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</el-col>
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</div>
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<div>
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<!-- 右上:按钮 -->
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<slot></slot>
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</div>
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</div>
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</div>
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<ContentWrap class="mt-10px">
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<el-descriptions :column="5" direction="vertical">
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<el-descriptions-item label="客户名称">
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{{ receivable.customerName }}
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</el-descriptions-item>
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<el-descriptions-item label="合同金额">
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{{ erpPriceInputFormatter(receivable.contract?.totalPrice) }}
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</el-descriptions-item>
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<el-descriptions-item label="回款日期">
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{{ formatDate(receivable.returnTime) }}
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</el-descriptions-item>
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<el-descriptions-item label="回款金额">
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{{ erpPriceInputFormatter(receivable.price) }}
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</el-descriptions-item>
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<el-descriptions-item label="负责人">
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{{ receivable.ownerUserName }}
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</el-descriptions-item>
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</el-descriptions>
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</ContentWrap>
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</template>
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<script lang="ts" setup>
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import * as ReceivableApi from '@/api/crm/receivable'
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import { formatDate } from '@/utils/formatTime'
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import { erpPriceInputFormatter } from '@/utils'
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const { receivable } = defineProps<{ receivable: ReceivableApi.ReceivableVO }>()
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</script>
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@ -0,0 +1,62 @@
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<template>
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<ContentWrap>
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<el-collapse v-model="activeNames">
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<el-collapse-item name="basicInfo">
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<template #title>
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<span class="text-base font-bold">基本信息</span>
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</template>
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<el-descriptions :column="4">
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<el-descriptions-item label="回款编号">{{ receivable.no }}</el-descriptions-item>
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<el-descriptions-item label="客户名称">
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{{ receivable.customerName }}
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</el-descriptions-item>
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<el-descriptions-item label="合同编号">
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{{ receivable.contract?.no }}
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</el-descriptions-item>
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<el-descriptions-item label="回款日期">
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{{ formatDate(receivable.returnTime, 'YYYY-MM-DD') }}
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</el-descriptions-item>
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<el-descriptions-item label="回款金额">
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{{ erpPriceInputFormatter(receivable.price) }}
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</el-descriptions-item>
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<el-descriptions-item label="回款方式">
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<dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="receivable.returnType" />
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</el-descriptions-item>
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<el-descriptions-item label="备注">{{ receivable.remark }}</el-descriptions-item>
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</el-descriptions>
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</el-collapse-item>
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<el-collapse-item name="systemInfo">
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<template #title>
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<span class="text-base font-bold">系统信息</span>
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</template>
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<el-descriptions :column="4">
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<el-descriptions-item label="负责人">
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{{ receivable.ownerUserName }}
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</el-descriptions-item>
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<el-descriptions-item label="创建人">
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{{ receivable.creatorName }}
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</el-descriptions-item>
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<el-descriptions-item label="创建时间">
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{{ formatDate(receivable.createTime) }}
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</el-descriptions-item>
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<el-descriptions-item label="更新时间">
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{{ formatDate(receivable.updateTime) }}
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</el-descriptions-item>
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</el-descriptions>
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</el-collapse-item>
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</el-collapse>
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</ContentWrap>
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</template>
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<script setup lang="ts">
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import * as ReceivableApi from '@/api/crm/receivable'
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import { DICT_TYPE } from '@/utils/dict'
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import { formatDate } from '@/utils/formatTime'
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import { erpPriceInputFormatter } from '@/utils'
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const { receivable } = defineProps<{
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receivable: ReceivableApi.ReceivableVO
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}>()
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// 展示的折叠面板
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const activeNames = ref(['basicInfo', 'systemInfo'])
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</script>
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@ -0,0 +1,98 @@
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<template>
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<ReceivableDetailsHeader v-loading="loading" :receivable="receivable">
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<el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', receivable.id)">
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编辑
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</el-button>
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</ReceivableDetailsHeader>
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<el-col>
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<el-tabs>
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<el-tab-pane label="详细资料">
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<ReceivableDetailsInfo :receivable="receivable" />
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</el-tab-pane>
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<el-tab-pane label="操作日志">
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<OperateLogV2 :log-list="logList" />
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</el-tab-pane>
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<el-tab-pane label="团队成员">
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<PermissionList
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ref="permissionListRef"
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:biz-id="receivable.id!"
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:biz-type="BizTypeEnum.CRM_RECEIVABLE"
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:show-action="true"
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@quit-team="close"
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/>
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</el-tab-pane>
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</el-tabs>
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</el-col>
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<!-- 表单弹窗:添加/修改 -->
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<ReceivableForm ref="formRef" @success="getReceivable(receivable.id)" />
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</template>
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<script lang="ts" setup>
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import { useTagsViewStore } from '@/store/modules/tagsView'
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import * as ReceivableApi from '@/api/crm/receivable'
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import ReceivableDetailsHeader from './ReceivableDetailsHeader.vue'
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import ReceivableDetailsInfo from './ReceivableDetailsInfo.vue'
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import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表(权限)
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import { BizTypeEnum } from '@/api/crm/permission'
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import { OperateLogV2VO } from '@/api/system/operatelog'
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import { getOperateLogPage } from '@/api/crm/operateLog'
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import ReceivableForm from '@/views/crm/receivable/ReceivableForm.vue'
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defineOptions({ name: 'CrmReceivablePlanDetail' })
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const message = useMessage()
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const receivableId = ref(0) // 回款编号
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const loading = ref(true) // 加载中
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const receivable = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO) // 回款详情
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const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
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/** 获取详情 */
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const getReceivable = async (id: number) => {
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loading.value = true
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try {
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receivable.value = await ReceivableApi.getReceivable(id)
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await getOperateLog(id)
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} finally {
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loading.value = false
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}
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}
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/** 编辑 */
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const formRef = ref()
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const openForm = (type: string, id?: number) => {
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formRef.value.open(type, id)
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}
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/** 获取操作日志 */
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const logList = ref<OperateLogV2VO[]>([]) // 操作日志列表
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const getOperateLog = async (receivableId: number) => {
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if (!receivableId) {
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return
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}
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const data = await getOperateLogPage({
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bizType: BizTypeEnum.CRM_RECEIVABLE,
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bizId: receivableId
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})
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logList.value = data.list
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}
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/** 关闭窗口 */
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const { delView } = useTagsViewStore() // 视图操作
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const { currentRoute } = useRouter() // 路由
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const close = () => {
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delView(unref(currentRoute))
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}
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/** 初始化 */
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const { params } = useRoute()
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onMounted(async () => {
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if (!params.id) {
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message.warning('参数错误,回款不能为空!')
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close()
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return
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}
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receivableId.value = params.id as unknown as number
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await getReceivable(receivableId.value)
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})
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</script>
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@ -72,7 +72,13 @@
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<el-tab-pane label="下属负责的" name="3" />
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</el-tabs>
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<el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
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<el-table-column align="center" fixed="left" label="回款编号" prop="no" width="180" />
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<el-table-column align="center" fixed="left" label="回款编号" prop="no" width="180">
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<template #default="scope">
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<el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
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{{ scope.row.no }}
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</el-link>
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</template>
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</el-table-column>
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<el-table-column align="center" label="客户名称" prop="customerName" width="120">
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<template #default="scope">
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<el-link
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@ -45,7 +45,7 @@ defineOptions({ name: 'CrmReceivablePlanDetail' })
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const message = useMessage()
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const receivablePlanId = ref(0) // 线索编号
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const receivablePlanId = ref(0) // 回款计划编号
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const loading = ref(true) // 加载中
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const receivablePlan = ref<ReceivablePlanApi.ReceivablePlanVO>(
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{} as ReceivablePlanApi.ReceivablePlanVO
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