CRM：完善回款计划

puhui999 · puhui999 · commit 6725318f27af · 2024-02-24T23:01:29.000+08:00
diff --git a/src/api/crm/contract/index.ts b/src/api/crm/contract/index.ts
@@ -65,6 +65,13 @@ export const getContract = async (id: number) => {
   return await request.get({ url: `/crm/contract/get?id=` + id })
 }
 
+// 查询 CRM 合同下拉列表
+export const getCrmContractSimpleListByCustomerId = async (customerId: number) => {
+  return await request.get({
+    url: `/crm/contract/list-all-simple-by-customer?customerId=${customerId}`
+  })
+}
+
 // 新增 CRM 合同
 export const createContract = async (data: ContractVO) => {
   return await request.post({ url: `/crm/contract/create`, data })
diff --git a/src/api/crm/customer/index.ts b/src/api/crm/customer/index.ts
@@ -90,6 +90,11 @@ export const importCustomerTemplate = () => {
   return request.download({ url: '/crm/customer/get-import-template' })
 }
 
+// 导入客户
+export const handleImport = async (formData) => {
+  return await request.upload({ url: `/crm/customer/import`, data: formData })
+}
+
 // 客户列表
 export const getCustomerSimpleList = async () => {
   return await request.get({ url: `/crm/customer/simple-list` })
diff --git a/src/api/crm/receivable/plan/index.ts b/src/api/crm/receivable/plan/index.ts
@@ -4,8 +4,7 @@ export interface ReceivablePlanVO {
   id: number
   period: number
   receivableId: number
-  status: number
-  checkStatus: string
+  finishStatus: number
   processInstanceId: number
   price: number
   returnTime: Date
@@ -14,7 +13,6 @@ export interface ReceivablePlanVO {
   customerId: number
   contractId: number
   ownerUserId: number
-  sort: number
   remark: string
 }
 
diff --git a/src/views/crm/customer/CustomerImportForm.vue b/src/views/crm/customer/CustomerImportForm.vue
@@ -4,7 +4,6 @@
     <el-upload
       ref="uploadRef"
       v-model:file-list="fileList"
-      :action="importUrl + '?updateSupport=' + updateSupport"
       :auto-upload="false"
       :disabled="formLoading"
       :headers="uploadHeaders"
@@ -13,6 +12,7 @@
       :on-exceed="handleExceed"
       :on-success="submitFormSuccess"
       accept=".xlsx, .xls"
+      action="none"
       drag
     >
       <Icon icon="ep:upload" />
@@ -45,6 +45,7 @@
 import * as CustomerApi from '@/api/crm/customer'
 import { getAccessToken, getTenantId } from '@/utils/auth'
 import download from '@/utils/download'
+import type { UploadUserFile } from 'element-plus'
 
 defineOptions({ name: 'SystemUserImportForm' })
 
@@ -53,11 +54,9 @@ const message = useMessage() // 消息弹窗
 const dialogVisible = ref(false) // 弹窗的是否展示
 const formLoading = ref(false) // 表单的加载中
 const uploadRef = ref()
-const importUrl =
-  import.meta.env.VITE_BASE_URL + import.meta.env.VITE_API_URL + '/crm/customer/import'
 const uploadHeaders = ref() // 上传 Header 头
-const fileList = ref([]) // 文件列表
-const updateSupport = ref(0) // 是否更新已经存在的客户数据
+const fileList = ref<UploadUserFile[]>([]) // 文件列表
+const updateSupport = ref(false) // 是否更新已经存在的客户数据
 
 /** 打开弹窗 */
 const open = () => {
@@ -79,7 +78,10 @@ const submitForm = async () => {
     'tenant-id': getTenantId()
   }
   formLoading.value = true
-  uploadRef.value!.submit()
+  const formData = new FormData()
+  formData.append('updateSupport', updateSupport.value)
+  formData.append('file', fileList.value[0].raw)
+  await CustomerApi.handleImport(formData)
 }
 
 /** 文件上传成功 */
diff --git a/src/views/crm/receivable/plan/ReceivablePlanForm.vue b/src/views/crm/receivable/plan/ReceivablePlanForm.vue
@@ -1,124 +1,138 @@
 <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"
+      label-width="110px"
     >
-      <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="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="期数" prop="period">
-        <el-input-number v-model="formData.period" placeholder="请输入期数" />
-      </el-form-item>
-      <!--<el-form-item label="回款ID" prop="receivableId">
-        <el-input v-model="formData.receivableId" placeholder="请输入回款ID" />
-      </el-form-item>
-      <el-form-item label="完成状态" prop="status">
-        <el-select v-model="formData.status" placeholder="请选择完成状态">
-          <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="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 getStrDictOptions(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="计划回款金额" prop="price">
-        <el-input-number v-model="formData.price" placeholder="请输入计划回款金额" />
-      </el-form-item>
-      <el-form-item label="计划回款日期" prop="returnTime">
-        <el-date-picker
-          v-model="formData.returnTime"
-          type="date"
-          value-format="x"
-          placeholder="选择计划回款日期"
-        />
-      </el-form-item>
-      <el-form-item label="提前几天提醒" prop="remindDays">
-        <el-input-number v-model="formData.remindDays" placeholder="请输入提前几天提醒" />
-      </el-form-item>
-      <el-form-item label="提醒日期" prop="remindTime">
-        <el-date-picker
-          v-model="formData.remindTime"
-          type="date"
-          value-format="x"
-          placeholder="选择提醒日期"
-        />
-      </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="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="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="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="计划回款金额" prop="price">
+            <el-input-number
+              v-model="formData.price"
+              class="!w-100%"
+              controls-position="right"
+              placeholder="请输入计划回款金额"
+            />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="计划回款日期" prop="returnTime">
+            <el-date-picker
+              v-model="formData.returnTime"
+              placeholder="选择计划回款日期"
+              type="date"
+              value-format="x"
+            />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="提前几天提醒" prop="remindDays">
+            <el-input-number
+              v-model="formData.remindDays"
+              class="!w-100%"
+              controls-position="right"
+              placeholder="请输入提前几天提醒"
+            />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="提醒日期" prop="remindTime">
+            <el-date-picker
+              v-model="formData.remindTime"
+              placeholder="选择提醒日期"
+              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">
+<script lang="ts" setup>
 import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 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'
+
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
 const userList = ref<UserApi.UserVO[]>([]) // 用户列表
 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,
-  period: undefined,
-  receivableId: undefined,
-  status: undefined,
-  checkStatus: undefined,
-  processInstanceId: undefined,
-  price: undefined,
-  returnTime: undefined,
-  remindDays: undefined,
-  remindTime: undefined,
-  customerId: undefined,
-  contractId: undefined,
-  ownerUserId: undefined,
-  sort: undefined,
-  remark: undefined
-})
+const formData = ref<ReceivablePlanApi.ReceivablePlanVO>({} as ReceivablePlanApi.ReceivablePlanVO)
 const formRules = reactive({
-  status: [{ required: true, message: '完成状态不能为空', trigger: 'change' }]
+  price: [{ required: true, message: '计划回款金额不能为空', trigger: 'blur' }],
+  returnTime: [{ required: true, message: '计划回款日期不能为空', trigger: 'blur' }],
+  remindTime: [{ required: true, message: '提醒日期不能为空', trigger: 'blur' }],
+  customerId: [{ required: true, message: '客户编号不能为空', trigger: 'blur' }],
+  contractId: [{ required: true, message: '合同编号不能为空', trigger: 'blur' }],
+  ownerUserId: [{ required: true, message: '负责人不能为空', trigger: 'blur' }]
 })
 const formRef = ref() // 表单 Ref
-
+const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
+const contractList = ref<ContractApi.ContractVO[]>([]) // 合同列表
 /** 打开弹窗 */
 const open = async (type: string, id?: number) => {
   dialogVisible.value = true
@@ -137,9 +151,31 @@ 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
 
+const getContractList = async (customerId: number) => {
+  contractList.value = await ContractApi.getCrmContractSimpleListByCustomerId(customerId)
+}
+watch(
+  () => formData.value.customerId,
+  (newVal) => {
+    if (!newVal) {
+      return
+    }
+    getContractList(newVal)
+  },
+  {
+    immediate: true
+  }
+)
+
 /** 提交表单 */
 const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
 const submitForm = async () => {
@@ -168,23 +204,7 @@ const submitForm = async () => {
 
 /** 重置表单 */
 const resetForm = () => {
-  formData.value = {
-    id: undefined,
-    period: undefined,
-    receivableId: undefined,
-    status: undefined,
-    checkStatus: undefined,
-    processInstanceId: undefined,
-    price: undefined,
-    returnTime: undefined,
-    remindDays: undefined,
-    remindTime: undefined,
-    customerId: undefined,
-    contractId: undefined,
-    ownerUserId: undefined,
-    sort: undefined,
-    remark: undefined
-  }
+  formData.value = {} as ReceivablePlanApi.ReceivablePlanVO
   formRef.value?.resetFields()
 }
 </script>
diff --git a/src/views/crm/receivable/plan/index.vue b/src/views/crm/receivable/plan/index.vue
