crm: 增加基于客户查询回款分页
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@ -6,46 +6,47 @@ export interface ReceivableVO {
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planId: number
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customerId: number
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contractId: number
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checkStatus: number
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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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batchId: number
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sort: number
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dataScope: number
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dataScopeDeptIds: string
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status: number
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remark: string
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}
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// 查询回款管理列表
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// 查询回款列表
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export const getReceivablePage = async (params) => {
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return await request.get({ url: `/crm/receivable/page`, params })
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}
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// 查询回款管理详情
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// 查询回款列表
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export const getReceivablePageByCustomer = async (params) => {
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return await request.get({ url: `/crm/receivable/page-by-customer`, params })
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}
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// 查询回款详情
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export const getReceivable = async (id: number) => {
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return await request.get({ url: `/crm/receivable/get?id=` + id })
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}
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// 新增回款管理
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// 新增回款
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export const createReceivable = async (data: ReceivableVO) => {
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return await request.post({ url: `/crm/receivable/create`, data })
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}
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// 修改回款管理
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// 修改回款
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export const updateReceivable = async (data: ReceivableVO) => {
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return await request.put({ url: `/crm/receivable/update`, data })
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}
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// 删除回款管理
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// 删除回款
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export const deleteReceivable = async (id: number) => {
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return await request.delete({ url: `/crm/receivable/delete?id=` + id })
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}
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// 导出回款管理 Excel
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// 导出回款 Excel
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export const exportReceivable = async (params) => {
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return await request.download({ url: `/crm/receivable/export-excel`, params })
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}
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@ -18,7 +18,9 @@
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<el-tab-pane label="合同" lazy>
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<ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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</el-tab-pane>
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<el-tab-pane label="回款" lazy>TODO待开发 </el-tab-pane>
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<el-tab-pane label="回款" lazy>
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<ReceivableList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
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</el-tab-pane>
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<el-tab-pane label="回访" lazy>TODO 待开发</el-tab-pane>
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</el-tabs>
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</el-col>
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@ -31,6 +33,7 @@ import CustomerDetailsHeader from './CustomerDetailsHeader.vue' // 客户明细
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import ContactList from '@/views/crm/contact/components/ContactList.vue' // 联系人列表
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import ContractList from '@/views/crm/contract/components/ContractList.vue' // 合同列表
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import BusinessList from '@/views/crm/business/components/BusinessList.vue' // 商机列表
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import ReceivableList from '@/views/crm/receivable/components/ReceivableList.vue' // 回款列表
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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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125
src/views/crm/receivable/components/ReceivableList.vue
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125
src/views/crm/receivable/components/ReceivableList.vue
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@ -0,0 +1,125 @@
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<template>
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<!-- 操作栏 -->
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<el-row justify="end">
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<el-button @click="openForm">
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<Icon class="mr-5px" icon="icon-park:income-one" />
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创建回款
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</el-button>
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</el-row>
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<!-- 列表 -->
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<ContentWrap class="mt-10px">
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<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
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<el-table-column label="回款编号" fixed="left" align="center" prop="no">
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<template #default="scope">
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<el-link type="primary" :underline="false" @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 label="合同编号" align="center" prop="contractNo" />
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<el-table-column
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label="回款金额(元)"
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align="center"
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prop="price"
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:formatter="fenToYuanFormat"
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/>
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<el-table-column label="负责人" align="center" prop="ownerUserName" />
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<el-table-column align="center" label="状态" prop="auditStatus">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
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</template>
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</el-table-column>
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<el-table-column
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label="回款日期"
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align="center"
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prop="returnTime"
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:formatter="dateFormatter"
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width="180px"
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/>
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</el-table>
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<!-- 分页 -->
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<Pagination
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:total="total"
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v-model:page="queryParams.pageNo"
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v-model:limit="queryParams.pageSize"
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@pagination="getList"
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/>
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</ContentWrap>
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<!-- 表单弹窗:添加 -->
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<ReceivableForm ref="formRef" @success="getList" />
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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 ReceivableForm from './../ReceivableForm.vue'
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import { BizTypeEnum } from '@/api/crm/permission'
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import { dateFormatter } from '@/utils/formatTime'
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import { fenToYuanFormat } from '@/utils/formatter'
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import { DICT_TYPE } from '@/utils/dict'
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defineOptions({ name: 'CrmReceivableList' })
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const props = defineProps<{
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bizType: number // 业务类型
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bizId: number // 业务编号
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}>()
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const loading = ref(true) // 列表的加载中
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const total = ref(0) // 列表的总页数
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const list = ref([]) // 列表的数据
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const queryParams = reactive({
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pageNo: 1,
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pageSize: 10,
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customerId: undefined as unknown // 允许 undefined + number
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})
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/** 查询列表 */
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const getList = async () => {
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loading.value = true
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try {
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// 置空参数
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queryParams.customerId = undefined
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// 执行查询
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let data = { list: [], total: 0 }
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switch (props.bizType) {
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case BizTypeEnum.CRM_CUSTOMER:
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queryParams.customerId = props.bizId
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data = await ReceivableApi.getReceivablePageByCustomer(queryParams)
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break
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default:
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return
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}
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list.value = data.list
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total.value = data.total
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} finally {
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loading.value = false
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}
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}
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/** 搜索按钮操作 */
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const handleQuery = () => {
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queryParams.pageNo = 1
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getList()
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}
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/** 添加 */
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const formRef = ref()
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const openForm = () => {
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formRef.value.open('create')
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}
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/** 打开合同详情 */
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const { push } = useRouter()
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const openDetail = (id: number) => {
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push({ name: 'CrmReceivableDetail', params: { id } })
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}
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/** 监听打开的 bizId + bizType,从而加载最新的列表 */
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watch(
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() => [props.bizId, props.bizType],
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() => {
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handleQuery()
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},
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{ immediate: true, deep: true }
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)
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</script>
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@ -17,15 +17,6 @@
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class="!w-240px"
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/>
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</el-form-item>
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<!--<el-form-item label="回款计划ID" prop="planId">
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<el-input
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v-model="queryParams.planId"
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placeholder="请输入回款计划ID"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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</el-form-item>-->
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<el-form-item label="客户名称" prop="customerId">
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<el-input
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v-model="queryParams.customerId"
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@ -35,131 +26,6 @@
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class="!w-240px"
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/>
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</el-form-item>
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<el-form-item label="合同名称" prop="contractId">
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<el-input
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v-model="queryParams.contractId"
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placeholder="请输入合同名称"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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</el-form-item>
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<el-form-item label="审批状态" prop="checkStatus">
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<el-select
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v-model="queryParams.checkStatus"
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placeholder="请选择审批状态"
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clearable
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class="!w-240px"
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>
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_AUDIT_STATUS)"
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:key="dict.value"
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:label="dict.label"
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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 label="工作流编号" prop="processInstanceId">
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<el-input
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v-model="queryParams.processInstanceId"
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placeholder="请输入工作流编号"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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</el-form-item>-->
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<el-form-item label="回款日期" prop="returnTime">
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<el-date-picker
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v-model="queryParams.returnTime"
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value-format="YYYY-MM-DD HH:mm:ss"
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type="daterange"
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start-placeholder="开始日期"
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end-placeholder="结束日期"
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:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
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class="!w-240px"
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/>
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</el-form-item>
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<el-form-item label="回款方式" prop="returnType">
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<el-select
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v-model="queryParams.returnType"
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placeholder="请选择回款方式"
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clearable
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class="!w-240px"
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>
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RETURN_TYPE)"
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:key="dict.value"
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:label="dict.label"
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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 label="回款金额" prop="price">
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<el-input
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v-model="queryParams.price"
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placeholder="请输入回款金额"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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</el-form-item>-->
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<!--<el-form-item label="负责人" prop="ownerUserId">
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<el-input
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v-model="queryParams.ownerUserId"
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placeholder="请输入负责人"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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</el-form-item>
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<el-form-item label="批次" prop="batchId">
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<el-input
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v-model="queryParams.batchId"
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placeholder="请输入批次"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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</el-form-item>-->
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<!--<el-form-item label="数据范围(1:全部数据权限 2:自定数据权限 3:本部门数据权限 4:本部门及以下数据权限)" prop="dataScope">
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<el-input
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v-model="queryParams.dataScope"
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placeholder="请输入数据范围(1:全部数据权限 2:自定数据权限 3:本部门数据权限 4:本部门及以下数据权限)"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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</el-form-item>
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<el-form-item label="数据范围(指定部门数组)" prop="dataScopeDeptIds">
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<el-input
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v-model="queryParams.dataScopeDeptIds"
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placeholder="请输入数据范围(指定部门数组)"
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clearable
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@keyup.enter="handleQuery"
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class="!w-240px"
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/>
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</el-form-item>-->
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<el-form-item label="状态" prop="status">
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<el-select v-model="queryParams.status" placeholder="请选择状态" clearable class="!w-240px">
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)"
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:key="dict.value"
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:label="dict.label"
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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 label="创建时间" prop="createTime">
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<el-date-picker
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v-model="queryParams.createTime"
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value-format="YYYY-MM-DD HH:mm:ss"
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type="daterange"
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start-placeholder="开始日期"
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end-placeholder="结束日期"
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:default-time="[new Date('1 00:00:00'), new Date('1 23:59:59')]"
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class="!w-240px"
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/>
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</el-form-item>
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<el-form-item>
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<el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
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<el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
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@ -266,7 +132,7 @@
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</template>
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<script setup lang="ts">
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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import { DICT_TYPE } from '@/utils/dict'
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import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
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import download from '@/utils/download'
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import * as ReceivableApi from '@/api/crm/receivable'
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@ -284,22 +150,7 @@ const queryParams = reactive({
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pageNo: 1,
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pageSize: 10,
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no: null,
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planId: null,
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customerId: null,
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contractId: null,
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checkStatus: null,
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processInstanceId: null,
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returnTime: [],
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returnType: null,
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price: null,
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ownerUserId: null,
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batchId: null,
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sort: null,
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dataScope: null,
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dataScopeDeptIds: null,
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status: null,
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remark: null,
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createTime: []
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customerId: null
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})
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const queryFormRef = ref() // 搜索的表单
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const exportLoading = ref(false) // 导出的加载中
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@ -355,7 +206,7 @@ const handleExport = async () => {
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// 发起导出
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exportLoading.value = true
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const data = await ReceivableApi.exportReceivable(queryParams)
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download.excel(data, '回款管理.xls')
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download.excel(data, '回款.xls')
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} catch {
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} finally {
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exportLoading.value = false
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