CRM：完善回款

Author: puhui999

src/api/crm/receivable/index.ts

@@ -12,7 +12,6 @@ export interface ReceivableVO {
   returnType: string
   price: number
   ownerUserId: number
-  sort: number
   remark: string
 }
 
@@ -50,3 +49,8 @@ export const deleteReceivable = async (id: number) => {
 export const exportReceivable = async (params) => {
   return await request.download({ url: `/crm/receivable/export-excel`, params })
 }
+
+// 提交审核
+export const submitReceivable = async (id: number) => {
+  return await request.put({ url: `/crm/receivable/submit?id=${id}` })
+}

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

@@ -31,6 +31,13 @@ export const getReceivablePlan = async (id: number) => {
   return await request.get({ url: `/crm/receivable-plan/get?id=` + id })
 }
 
+// 查询回款计划下拉数据
+export const getReceivablePlanListByContractId = async (customerId: number, contractId: number) => {
+  return await request.get({
+    url: `/crm/receivable-plan/list-all-simple-by-customer?customerId=${customerId}&contractId=${contractId}`
+  })
+}
+
 // 新增回款计划
 export const createReceivablePlan = async (data: ReceivablePlanVO) => {
   return await request.post({ url: `/crm/receivable-plan/create`, data })

src/views/crm/receivable/ReceivableForm.vue

@@ -1,98 +1,134 @@
 <template>
-  <Dialog :title="dialogTitle" v-model="dialogVisible">
+  <Dialog v-model="dialogVisible" :title="dialogTitle">
     <el-form
       ref="formRef"
+      v-loading="formLoading"
       :model="formData"
       :rules="formRules"
       label-width="100px"
-      v-loading="formLoading"
     >
-      <el-form-item label="回款编号" prop="no">
-        <el-input v-model="formData.no" placeholder="请输入回款编号" />
-      </el-form-item>
-      <el-form-item label="回款计划" prop="planId">
-        <el-input v-model="formData.planId" placeholder="请输入回款计划" />
-      </el-form-item>
-      <el-form-item label="客户名称" prop="customerId">
-        <el-input v-model="formData.customerId" placeholder="请输入客户名称" />
-      </el-form-item>
-      <el-form-item label="合同名称" prop="contractId">
-        <el-input v-model="formData.contractId" placeholder="请输入合同名称" />
-      </el-form-item>
-      <!--<el-form-item label="审批状态" prop="checkStatus">
-        <el-select v-model="formData.checkStatus" placeholder="请选择审批状态">
-          <el-option
-            v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_CHECK_STATUS)"
-            :key="dict.value"
-            :label="dict.label"
-            :value="dict.value"
-          />
-        </el-select>
-      </el-form-item>-->
-      <!--<el-form-item label="工作流编号" prop="processInstanceId">
-        <el-input v-model="formData.processInstanceId" placeholder="请输入工作流编号" />
-      </el-form-item>-->
-      <el-form-item label="回款日期" prop="returnTime">
-        <el-date-picker
-          v-model="formData.returnTime"
-          type="date"
-          value-format="x"
-          placeholder="选择回款日期"
-        />
-      </el-form-item>
-      <el-form-item label="回款方式" prop="returnType">
-        <el-select v-model="formData.returnType" placeholder="请选择回款方式">
-          <el-option
-            v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
-            :key="dict.value"
-            :label="dict.label"
-            :value="dict.value"
-          />
-        </el-select>
-      </el-form-item>
-      <el-form-item label="回款金额" prop="price">
-        <el-input-number v-model="formData.price" placeholder="请输入回款金额" />
-      </el-form-item>
-      <el-form-item label="负责人" prop="ownerUserId">
-        <el-select v-model="formData.ownerUserId" clearable placeholder="请输入负责人">
-          <el-option
-            v-for="item in userList"
-            :key="item.id"
-            :label="item.nickname"
-            :value="item.id"
-          />
-        </el-select>
-      </el-form-item>
-      <el-form-item label="批次" prop="batchId">
-        <el-input-number v-model="formData.batchId" placeholder="请输入批次" />
-      </el-form-item>
-      <el-form-item label="显示排序" prop="sort">
-        <el-input-number v-model="formData.sort" :min="0" controls-position="right" />
-      </el-form-item>
-      <!--<el-form-item label="状态" prop="status">
-        <el-select v-model="formData.status" placeholder="请选择状态">
-          <el-option
-            v-for="dict in getIntDictOptions(DICT_TYPE.COMMON_STATUS)"
-            :key="dict.value"
-            :label="dict.label"
-            :value="dict.value"
-          />
-        </el-select>
-      </el-form-item>-->
-      <el-form-item label="备注" prop="remark">
-        <el-input type="textarea" :rows="3" v-model="formData.remark" placeholder="请输入备注" />
-      </el-form-item>
+      <el-row>
+        <el-col :span="12">
+          <el-form-item label="回款编号" prop="no">
+            <el-input v-model="formData.no" placeholder="请输入回款编号" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="客户名称" prop="customerId">
+            <el-select v-model="formData.customerId" class="w-1/1" placeholder="请选择客户">
+              <el-option
+                v-for="item in customerList"
+                :key="item.id"
+                :label="item.name"
+                :value="item.id"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="合同名称" prop="contractId">
+            <el-select
+              v-model="formData.contractId"
+              :disabled="!formData.customerId"
+              class="!w-100%"
+              placeholder="请选择合同"
+            >
+              <el-option
+                v-for="data in contractList"
+                :key="data.id"
+                :label="data.name"
+                :value="data.id!"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="回款期数" prop="planId">
+            <el-select
+              v-model="formData.planId"
+              :disabled="!formData.contractId"
+              class="!w-100%"
+              placeholder="请选择回款期数"
+            >
+              <el-option
+                v-for="data in receivablePlanList"
+                :key="data.id"
+                :label="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-select v-model="formData.ownerUserId" clearable placeholder="请输入负责人">
+              <el-option
+                v-for="item in userList"
+                :key="item.id"
+                :label="item.nickname"
+                :value="item.id"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="回款方式" prop="returnType">
+            <el-select v-model="formData.returnType" placeholder="请选择回款方式">
+              <el-option
+                v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_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="回款金额" prop="price">
+            <el-input-number
+              v-model="formData.price"
+              class="!w-100%"
+              controls-position="right"
+              placeholder="请输入回款金额"
+            />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="回款日期" prop="returnTime">
+            <el-date-picker
+              v-model="formData.returnTime"
+              placeholder="选择回款日期"
+              type="date"
+              value-format="x"
+            />
+          </el-form-item>
+        </el-col>
+        <el-col :span="24">
+          <el-form-item label="备注" prop="remark">
+            <el-input
+              v-model="formData.remark"
+              :rows="3"
+              placeholder="请输入备注"
+              type="textarea"
+            />
+          </el-form-item>
+        </el-col>
+      </el-row>
     </el-form>
     <template #footer>
-      <el-button @click="submitForm" type="primary" :disabled="formLoading">确 定</el-button>
+      <el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
       <el-button @click="dialogVisible = false">取 消</el-button>
     </template>
   </Dialog>
 </template>
-<script setup lang="ts">
-import { DICT_TYPE, getIntDictOptions, getStrDictOptions } from '@/utils/dict'
+<script lang="ts" setup>
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import * as ReceivableApi 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 { useUserStore } from '@/store/modules/user'
+import { DICT_TYPE, getStrDictOptions } from '@/utils/dict'
 
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
@@ -101,29 +137,19 @@ 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({
-  id: undefined,
-  no: undefined,
-  planId: undefined,
-  customerId: undefined,
-  contractId: undefined,
-  checkStatus: undefined,
-  processInstanceId: undefined,
-  returnTime: undefined,
-  returnType: undefined,
-  price: undefined,
-  ownerUserId: undefined,
-  batchId: undefined,
-  sort: undefined,
-  dataScope: undefined,
-  dataScopeDeptIds: undefined,
-  status: undefined,
-  remark: undefined
+const formData = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO)
+const formRules = reactive({
+  no: [{ required: true, message: '回款编号不能为空', trigger: 'blur' }],
+  customerId: [{ required: true, message: '客户不能为空', trigger: 'blur' }],
+  contractId: [{ required: true, message: '合同不能为空', trigger: 'blur' }],
+  auditStatus: [{ required: true, message: '审批状态不能为空', trigger: 'blur' }],
+  returnTime: [{ required: true, message: '回款日期不能为空', trigger: 'blur' }],
+  price: [{ required: true, message: '回款金额不能为空', trigger: 'blur' }]
 })
-// const formRules = reactive({
-//   status: [{ required: true, message: '状态不能为空', 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[]>([]) // 回款计划列表
 
 /** 打开弹窗 */
 const open = async (type: string, id?: number) => {
@@ -142,6 +168,12 @@ const open = async (type: string, id?: number) => {
   }
   // 获得用户列表
   userList.value = await UserApi.getSimpleUserList()
+  // 获得客户列表
+  customerList.value = await CustomerApi.getCustomerSimpleList()
+  // 默认新建时选中自己
+  if (formType.value === 'create') {
+    formData.value.ownerUserId = useUserStore().getUser.id
+  }
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗
 
@@ -173,25 +205,54 @@ const submitForm = async () => {
 
 /** 重置表单 */
 const resetForm = () => {
-  formData.value = {
-    id: undefined,
-    no: undefined,
-    planId: undefined,
-    customerId: undefined,
-    contractId: undefined,
-    checkStatus: undefined,
-    processInstanceId: undefined,
-    returnTime: undefined,
-    returnType: undefined,
-    price: undefined,
-    ownerUserId: undefined,
-    batchId: undefined,
-    sort: undefined,
-    dataScope: undefined,
-    dataScopeDeptIds: undefined,
-    status: undefined,
-    remark: undefined
-  }
+  formData.value = {} as ReceivableApi.ReceivableVO
   formRef.value?.resetFields()
 }
+
+const getContractList = async (customerId: number) => {
+  contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
+}
+const getReceivablePlanList = async (contractId: number) => {
+  receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanListByContractId(
+    formData.value.customerId,
+    contractId
+  )
+}
+watch(
+  () => formData.value.customerId,
+  (newVal) => {
+    if (!newVal) {
+      return
+    }
+    getContractList(newVal)
+  },
+  {
+    immediate: true
+  }
+)
+watch(
+  () => formData.value.contractId,
+  (newVal) => {
+    if (!newVal) {
+      return
+    }
+    getReceivablePlanList(newVal)
+  },
+  {
+    immediate: true
+  }
+)
+watch(
+  () => formData.value.planId,
+  (newVal) => {
+    if (!newVal) {
+      return
+    }
+    const receivablePlan = receivablePlanList.value.find((item) => item.id === newVal)
+    // 只有没有金额的时候才设置
+    if (!formData.value.price || formData.value.price === 0) {
+      formData.value.price = receivablePlan!.price
+    }
+  }
+)
 </script>