✨ CRM：增加回款的待办事项逻辑
YunaiV
2 years ago
parent
154f84a89e
commit
d220ffae6a
@ -1,22 +0,0 @@
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import request from '@/config/axios'
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// TODO 芋艿：融合下
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// 5. 获得待审核合同数量
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export const getCheckContractCount = async () => {
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return await request.get({ url: '/crm/contract/check-contract-count' })
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}
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// 6. 获得待审核回款数量
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export const getCheckReceivablesCount = async () => {
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return await request.get({ url: '/crm/receivable/check-receivables-count' })
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}
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// 7. 获得待回款提醒数量
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export const getRemindReceivablePlanCount = async () => {
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return await request.get({ url: '/crm/receivable-plan/remind-receivable-plan-count' })
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}
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// 8. 获得即将到期的合同数量
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export const getEndContractCount = async () => {
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return await request.get({ url: '/crm/contract/end-contract-count' })
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}
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@ -0,0 +1,201 @@
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<!-- 待审核回款 -->
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<template>
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<ContentWrap>
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<div class="pb-5 text-xl"> 待审核回款 </div>
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<!-- 搜索工作栏 -->
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<el-form
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class="-mb-15px"
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:model="queryParams"
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ref="queryFormRef"
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:inline="true"
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label-width="68px"
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>
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<el-form-item label="合同状态" prop="auditStatus">
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<el-select
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v-model="queryParams.auditStatus"
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class="!w-240px"
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placeholder="状态"
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@change="handleQuery"
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>
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<el-option
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v-for="(option, index) in AUDIT_STATUS"
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:label="option.label"
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:value="option.value"
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:key="index"
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/>
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</el-select>
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</el-form-item>
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</el-form>
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</ContentWrap>
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<!-- 列表 -->
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<ContentWrap>
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<el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="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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<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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:underline="false"
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type="primary"
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@click="openCustomerDetail(scope.row.customerId)"
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>
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{{ scope.row.customerName }}
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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="合同编号" prop="contractNo" width="180">
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<template #default="scope">
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<el-link
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:underline="false"
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type="primary"
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@click="openContractDetail(scope.row.contractId)"
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>
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{{ scope.row.contract.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
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:formatter="dateFormatter2"
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align="center"
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label="回款日期"
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prop="returnTime"
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width="150px"
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/>
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<el-table-column
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align="center"
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label="回款金额(元)"
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prop="price"
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width="140"
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:formatter="erpPriceTableColumnFormatter"
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/>
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<el-table-column align="center" label="回款方式" prop="returnType" width="130px">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
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</template>
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</el-table-column>
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<el-table-column align="center" label="备注" prop="remark" width="200" />
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<el-table-column
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align="center"
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label="合同金额（元）"
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prop="contract.totalPrice"
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width="140"
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:formatter="erpPriceTableColumnFormatter"
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/>
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<el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
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<el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="更新时间"
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prop="updateTime"
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width="180px"
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/>
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<el-table-column
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:formatter="dateFormatter"
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align="center"
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label="创建时间"
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prop="createTime"
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width="180px"
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/>
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<el-table-column align="center" label="创建人" prop="creatorName" width="120" />
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<el-table-column align="center" fixed="right" label="回款状态" prop="auditStatus" width="120">
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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 align="center" fixed="right" label="操作" width="180px">
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<template #default="scope">
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<el-button
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v-hasPermi="['crm:receivable:update']"
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link
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type="primary"
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@click="handleProcessDetail(scope.row)"
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>
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查看审批
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</el-button>
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</template>
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</el-table-column>
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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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</template>
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<script setup lang="ts">
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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 * as ReceivableApi from '@/api/crm/receivable'
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import { AUDIT_STATUS } from './common'
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import { erpPriceTableColumnFormatter } from '@/utils'
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defineOptions({ name: 'CrmReceivableAuditList' })
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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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auditStatus: 10
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})
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const queryFormRef = ref() // 搜索的表单
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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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const data = await ReceivableApi.getReceivablePage(queryParams)
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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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/** 查看审批 */
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const handleProcessDetail = (row: ReceivableApi.ReceivableVO) => {
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push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
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}
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/** 打开回款详情 */
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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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/** 打开客户详情 */
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const openCustomerDetail = (id: number) => {
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push({ name: 'CrmCustomerDetail', params: { id } })
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}
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/** 打开合同详情 */
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const openContractDetail = (id: number) => {
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push({ name: 'CrmContractDetail', params: { id } })
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}
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/** 激活时 */
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onActivated(async () => {
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await getList()
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})
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/** 初始化 **/
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onMounted(() => {
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getList()
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})
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</script>
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@ -1,124 +0,0 @@
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<!-- 待审核回款 -->
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<template>
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<ContentWrap>
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<div class="pb-5 text-xl"> 待审核回款 </div>
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<!-- 搜索工作栏 -->
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<el-form
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class="-mb-15px"
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:model="queryParams"
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ref="queryFormRef"
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:inline="true"
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label-width="68px"
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>
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<el-form-item label="合同状态" prop="auditStatus">
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<el-select
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v-model="queryParams.auditStatus"
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class="!w-240px"
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placeholder="状态"
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@change="handleQuery"
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>
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<el-option
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v-for="(option, index) in AUDIT_STATUS"
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:label="option.label"
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:value="option.value"
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:key="index"
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/>
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</el-select>
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</el-form-item>
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</el-form>
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</ContentWrap>
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<!-- 列表 -->
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<ContentWrap>
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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="ID" align="center" prop="id" />
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<el-table-column label="回款编号" align="center" prop="no" />
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<!-- <el-table-column label="回款计划ID" align="center" prop="planId" />-->
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<el-table-column label="客户" align="center" prop="customerId" />
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<el-table-column label="合同" align="center" prop="contractId" />
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<el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
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</template>
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</el-table-column>
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<!-- <el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
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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="dateFormatter2"
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width="150px"
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/>
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<el-table-column label="回款方式" align="center" prop="returnType" width="130px">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
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</template>
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</el-table-column>
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<el-table-column label="回款金额(元)" align="center" prop="price" />
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<el-table-column label="负责人" align="center" prop="ownerUserId" />
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<el-table-column label="批次" align="center" prop="batchId" />
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<!--<el-table-column label="显示顺序" align="center" prop="sort" />-->
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<el-table-column label="状态" align="center" prop="status">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
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</template>
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</el-table-column>
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<el-table-column label="备注" align="center" prop="remark" />
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<el-table-column
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label="创建时间"
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align="center"
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prop="createTime"
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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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</template>
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<script setup lang="ts" name="CheckReceivables">
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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 * as ReceivableApi from '@/api/crm/receivable'
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import { AUDIT_STATUS } from './common'
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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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auditStatus: 20
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})
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const queryFormRef = ref() // 搜索的表单
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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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const data = await ReceivableApi.getReceivablePage(queryParams)
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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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/** 初始化 **/
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onMounted(() => {
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getList()
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})
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</script>
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<style scoped></style>
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@ -1,128 +0,0 @@
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<!-- 待回款提醒 -->
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<template>
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<ContentWrap>
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<div class="pb-5 text-xl">待回款提醒</div>
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<!-- 搜索工作栏 -->
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<el-form
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ref="queryFormRef"
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:inline="true"
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:model="queryParams"
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class="-mb-15px"
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label-width="68px"
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>
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<el-form-item label="合同状态" prop="remindType">
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<el-select
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v-model="queryParams.remindType"
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class="!w-240px"
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placeholder="状态"
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@change="handleQuery"
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>
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<el-option
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v-for="(option, index) in RECEIVABLE_REMIND_TYPE"
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:label="option.label"
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:value="option.value"
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:key="index"
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/>
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</el-select>
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</el-form-item>
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</el-form>
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</ContentWrap>
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<ContentWrap>
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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="ID" align="center" prop="id" />-->
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<el-table-column label="客户名称" align="center" prop="customerId" width="150px" />
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<el-table-column label="合同名称" align="center" prop="contractId" width="150px" />
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<el-table-column label="期数" align="center" prop="period" />
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<el-table-column label="计划回款" align="center" prop="price" />
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<el-table-column
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label="计划回款日期"
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align="center"
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prop="returnTime"
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:formatter="dateFormatter2"
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width="180px"
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/>
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<el-table-column label="提前几天提醒" align="center" prop="remindDays" />
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<el-table-column label="完成状态" align="center" prop="status">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
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</template>
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</el-table-column>
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<el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
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<template #default="scope">
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<dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
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</template>
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</el-table-column>
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<!--<el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
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<el-table-column prop="ownerUserId" label="负责人" width="120">
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<template #default="scope">
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{{ userList.find((user) => user.id === scope.row.ownerUserId)?.nickname }}
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</template>
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</el-table-column>
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<el-table-column label="显示顺序" align="center" prop="sort" />
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<el-table-column label="备注" align="center" prop="remark" />
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<el-table-column
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label="创建时间"
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align="center"
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prop="createTime"
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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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</template>
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<script setup lang="ts" name="RemindReceivables">
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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 * as ReceivablePlanApi from '@/api/crm/receivable/plan'
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import * as UserApi from '@/api/system/user'
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import { RECEIVABLE_REMIND_TYPE } from './common'
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defineOptions({ name: 'ReceivablePlan' })
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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 userList = ref<UserApi.UserVO[]>([]) // 用户列表
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const queryParams = reactive({
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pageNo: 1,
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pageSize: 10,
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remindType: 1
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})
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const queryFormRef = ref() // 搜索的表单
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/** 查询列表 */
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||||
const getList = async () => {
|
||||
loading.value = true
|
||||
try {
|
||||
const data = await ReceivablePlanApi.getReceivablePlanPage(queryParams)
|
||||
list.value = data.list
|
||||
total.value = data.total
|
||||
} finally {
|
||||
loading.value = false
|
||||
}
|
||||
}
|
||||
|
||||
/** 搜索按钮操作 */
|
||||
const handleQuery = () => {
|
||||
queryParams.pageNo = 1
|
||||
getList()
|
||||
}
|
||||
|
||||
/** 初始化 **/
|
||||
onMounted(async () => {
|
||||
await getList()
|
||||
// 获取用户列表
|
||||
userList.value = await UserApi.getSimpleUserList()
|
||||
})
|
||||
</script>
|
||||
|
||||
<style scoped></style>
|
||||
@ -1,38 +0,0 @@
|
||||
/** 跟进状态 */
|
||||
export const FOLLOWUP_STATUS = [
|
||||
{ label: '已跟进', value: true },
|
||||
{ label: '待跟进', value: false }
|
||||
]
|
||||
|
||||
/** 归属范围 */
|
||||
export const SCENE_TYPES = [
|
||||
{ label: '我负责的', value: 1 },
|
||||
{ label: '我参与的', value: 2 },
|
||||
{ label: '下属负责的', value: 3 }
|
||||
]
|
||||
|
||||
/** 联系状态 */
|
||||
export const CONTACT_STATUS = [
|
||||
{ label: '今日需联系', value: 1 },
|
||||
{ label: '已逾期', value: 2 },
|
||||
{ label: '已联系', value: 3 }
|
||||
]
|
||||
|
||||
/** 审批状态 */
|
||||
export const AUDIT_STATUS = [
|
||||
{ label: '已审批', value: 20 },
|
||||
{ label: '待审批', value: 10 }
|
||||
]
|
||||
|
||||
/** 回款提醒类型 */
|
||||
export const RECEIVABLE_REMIND_TYPE = [
|
||||
{ label: '待回款', value: 1 },
|
||||
{ label: '已逾期', value: 2 },
|
||||
{ label: '已回款', value: 3 }
|
||||
]
|
||||
|
||||
/** 合同过期状态 */
|
||||
export const CONTRACT_EXPIRY_TYPE = [
|
||||
{ label: '即将过期', value: 1 },
|
||||
{ label: '已过期', value: 2 }
|
||||
]
|
||||
Loading…
Reference in New Issue