Merge remote-tracking branch 'yudao/dev' into dev-crm

src/api/crm/backlog/index.ts

-import request from '@/config/axios'
-// TODO 芋艿：融合下
-
-// 5. 获得待审核合同数量
-export const getCheckContractCount = async () => {
-  return await request.get({ url: '/crm/contract/check-contract-count' })
-}
-
-// 6. 获得待审核回款数量
-export const getCheckReceivablesCount = async () => {
-  return await request.get({ url: '/crm/receivable/check-receivables-count' })
-}
-
-// 7. 获得待回款提醒数量
-export const getRemindReceivablePlanCount = async () => {
-  return await request.get({ url: '/crm/receivable-plan/remind-receivable-plan-count' })
-}
-
-// 8. 获得即将到期的合同数量
-export const getEndContractCount = async () => {
-  return await request.get({ url: '/crm/contract/end-contract-count' })
-}

src/api/crm/contract/index.ts

@@ -21,6 +21,7 @@ export interface ContractVO {
   totalProductPrice: number
   discountPercent: number
   totalPrice: number
+  totalReceivablePrice: number
   signContactId: number
   signContactName?: string
   signUserId: number
@@ -66,9 +67,9 @@ export const getContract = async (id: number) => {
 }
 
 // 查询 CRM 合同下拉列表
-export const getCrmContractSimpleListByCustomerId = async (customerId: number) => {
+export const getContractSimpleList = async (customerId: number) => {
   return await request.get({
-    url: `/crm/contract/list-all-simple-by-customer?customerId=${customerId}`
+    url: `/crm/contract/simple-list?customerId=${customerId}`
   })
 }
 

src/api/crm/receivable/index.ts

@@ -5,14 +5,24 @@ export interface ReceivableVO {
   no: string
   planId: number
   customerId: number
+  customerName?: string
   contractId: number
+  contract?: {
+    no: string
+    totalPrice: number
+  }
   auditStatus: number
   processInstanceId: number
   returnTime: Date
   returnType: string
   price: number
   ownerUserId: number
+  ownerUserName?: string
   remark: string
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
 }
 
 // 查询回款列表
@@ -54,3 +64,8 @@ export const exportReceivable = async (params) => {
 export const submitReceivable = async (id: number) => {
   return await request.put({ url: `/crm/receivable/submit?id=${id}` })
 }
+
+// 获得待审核回款数量
+export const getAuditReceivableCount = async () => {
+  return await request.get({ url: '/crm/receivable/audit-count' })
+}

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

@@ -4,16 +4,26 @@ export interface ReceivablePlanVO {
   id: number
   period: number
   receivableId: number
-  finishStatus: number
-  processInstanceId: number
   price: number
   returnTime: Date
   remindDays: number
+  returnType: number
   remindTime: Date
   customerId: number
+  customerName?: string
   contractId: number
+  contractNo?: string
   ownerUserId: number
+  ownerUserName?: string
   remark: string
+  creator: string // 创建人
+  creatorName?: string // 创建人名称
+  createTime: Date // 创建时间
+  updateTime: Date // 更新时间
+  receivable?: {
+    price: number
+    returnTime: Date
+  }
 }
 
 // 查询回款计划列表
@@ -32,9 +42,9 @@ export const getReceivablePlan = async (id: number) => {
 }
 
 // 查询回款计划下拉数据
-export const getReceivablePlanListByContractId = async (customerId: number, contractId: number) => {
+export const getReceivablePlanSimpleList = async (customerId: number, contractId: number) => {
   return await request.get({
-    url: `/crm/receivable-plan/list-all-simple-by-customer?customerId=${customerId}&contractId=${contractId}`
+    url: `/crm/receivable-plan/simple-list?customerId=${customerId}&contractId=${contractId}`
   })
 }
 
@@ -57,3 +67,8 @@ export const deleteReceivablePlan = async (id: number) => {
 export const exportReceivablePlan = async (params) => {
   return await request.download({ url: `/crm/receivable-plan/export-excel`, params })
 }
+
+// 获得待回款提醒数量
+export const getReceivablePlanRemindCount = async () => {
+  return await request.get({ url: '/crm/receivable-plan/remind-count' })
+}

src/router/modules/remaining.ts

@@ -540,6 +540,28 @@ const remainingRouter: AppRouteRecordRaw[] = [
         component: () => import('@/views/crm/contract/detail/index.vue')
       },
       {
+        path: 'receivable-plan/detail/:id',
+        name: 'CrmReceivablePlanDetail',
+        meta: {
+          title: '回款计划详情',
+          noCache: true,
+          hidden: true,
+          activeMenu: '/crm/receivable-plan'
+        },
+        component: () => import('@/views/crm/receivable/plan/detail/index.vue')
+      },
+      {
+        path: 'receivable/detail/:id',
+        name: 'CrmReceivableDetail',
+        meta: {
+          title: '回款详情',
+          noCache: true,
+          hidden: true,
+          activeMenu: '/crm/receivable'
+        },
+        component: () => import('@/views/crm/receivable/detail/index.vue')
+      },
+      {
         path: 'contact/detail/:id',
         name: 'CrmContactDetail',
         meta: {

src/views/crm/backlog/components/ContractAuditList.vue

@@ -101,7 +101,24 @@
       </el-table-column>
       <el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
       <el-table-column align="center" label="备注" prop="remark" width="200" />
-      <!-- TODO @puhui999：后续可加 【已收款金额】、【未收款金额】 -->
+      <el-table-column
+        align="center"
+        label="已回款金额（元）"
+        prop="totalReceivablePrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column
+        align="center"
+        label="未回款金额（元）"
+        prop="totalReceivablePrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      >
+        <template #default="scope">
+          {{ erpPriceInputFormatter(scope.row.totalPrice - scope.row.totalReceivablePrice) }}
+        </template>
+      </el-table-column>
       <el-table-column
         :formatter="dateFormatter"
         align="center"
@@ -159,7 +176,7 @@ import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
 import * as ContractApi from '@/api/crm/contract'
 import { DICT_TYPE } from '@/utils/dict'
 import { AUDIT_STATUS } from './common'
-import { erpPriceTableColumnFormatter } from '@/utils'
+import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
 
 const loading = ref(true) // 列表的加载中
 const total = ref(0) // 列表的总页数

src/views/crm/backlog/components/ContractRemindList.vue

@@ -101,7 +101,24 @@
       </el-table-column>
       <el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
       <el-table-column align="center" label="备注" prop="remark" width="200" />
-      <!-- TODO @puhui999：后续可加 【已收款金额】、【未收款金额】 -->
+      <el-table-column
+        align="center"
+        label="已回款金额（元）"
+        prop="totalReceivablePrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column
+        align="center"
+        label="未回款金额（元）"
+        prop="totalReceivablePrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      >
+        <template #default="scope">
+          {{ erpPriceInputFormatter(scope.row.totalPrice - scope.row.totalReceivablePrice) }}
+        </template>
+      </el-table-column>
       <el-table-column
         :formatter="dateFormatter"
         align="center"
@@ -160,7 +177,7 @@ import * as ContractApi from '@/api/crm/contract'
 import { fenToYuanFormat } from '@/utils/formatter'
 import { DICT_TYPE } from '@/utils/dict'
 import { CONTRACT_EXPIRY_TYPE } from './common'
-import { erpPriceTableColumnFormatter } from '@/utils'
+import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
 
 const loading = ref(true) // 列表的加载中
 const total = ref(0) // 列表的总页数

src/views/crm/backlog/components/ReceivableAuditList.vue

+<!-- 待审核回款 -->
+<template>
+  <ContentWrap>
+    <div class="pb-5 text-xl"> 待审核回款 </div>
+    <!-- 搜索工作栏 -->
+    <el-form
+      class="-mb-15px"
+      :model="queryParams"
+      ref="queryFormRef"
+      :inline="true"
+      label-width="68px"
+    >
+      <el-form-item label="合同状态" prop="auditStatus">
+        <el-select
+          v-model="queryParams.auditStatus"
+          class="!w-240px"
+          placeholder="状态"
+          @change="handleQuery"
+        >
+          <el-option
+            v-for="(option, index) in AUDIT_STATUS"
+            :label="option.label"
+            :value="option.value"
+            :key="index"
+          />
+        </el-select>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+  <!-- 列表 -->
+  <ContentWrap>
+    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+      <el-table-column align="center" fixed="left" label="回款编号" prop="no" width="180">
+        <template #default="scope">
+          <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
+            {{ scope.row.no }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="客户名称" prop="customerName" width="120">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openCustomerDetail(scope.row.customerId)"
+          >
+            {{ scope.row.customerName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="合同编号" prop="contractNo" width="180">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openContractDetail(scope.row.contractId)"
+          >
+            {{ scope.row.contract.no }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column
+        :formatter="dateFormatter2"
+        align="center"
+        label="回款日期"
+        prop="returnTime"
+        width="150px"
+      />
+      <el-table-column
+        align="center"
+        label="回款金额(元)"
+        prop="price"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column align="center" label="回款方式" prop="returnType" width="130px">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="备注" prop="remark" width="200" />
+      <el-table-column
+        align="center"
+        label="合同金额（元）"
+        prop="contract.totalPrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
+      <el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="更新时间"
+        prop="updateTime"
+        width="180px"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="创建时间"
+        prop="createTime"
+        width="180px"
+      />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="120" />
+      <el-table-column align="center" fixed="right" label="回款状态" prop="auditStatus" width="120">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
+        </template>
+      </el-table-column>
+      <el-table-column align="center" fixed="right" label="操作" width="180px">
+        <template #default="scope">
+          <el-button
+            v-hasPermi="['crm:receivable:update']"
+            link
+            type="primary"
+            @click="handleProcessDetail(scope.row)"
+          >
+            查看审批
+          </el-button>
+        </template>
+      </el-table-column>
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      :total="total"
+      v-model:page="queryParams.pageNo"
+      v-model:limit="queryParams.pageSize"
+      @pagination="getList"
+    />
+  </ContentWrap>
+</template>
+
+<script setup lang="ts">
+import { DICT_TYPE } from '@/utils/dict'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import * as ReceivableApi from '@/api/crm/receivable'
+import { AUDIT_STATUS } from './common'
+import { erpPriceTableColumnFormatter } from '@/utils'
+
+defineOptions({ name: 'CrmReceivableAuditList' })
+
+const loading = ref(true) // 列表的加载中
+const total = ref(0) // 列表的总页数
+const list = ref([]) // 列表的数据
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  auditStatus: 10
+})
+const queryFormRef = ref() // 搜索的表单
+
+/** 查询列表 */
+const getList = async () => {
+  loading.value = true
+  try {
+    const data = await ReceivableApi.getReceivablePage(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()
+}
+
+/** 查看审批 */
+const handleProcessDetail = (row: ReceivableApi.ReceivableVO) => {
+  push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
+}
+
+/** 打开回款详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmReceivableDetail', params: { id } })
+}
+
+/** 打开客户详情 */
+const openCustomerDetail = (id: number) => {
+  push({ name: 'CrmCustomerDetail', params: { id } })
+}
+
+/** 打开合同详情 */
+const openContractDetail = (id: number) => {
+  push({ name: 'CrmContractDetail', params: { id } })
+}
+
+/** 激活时 */
+onActivated(async () => {
+  await getList()
+})
+
+/** 初始化 **/
+onMounted(() => {
+  getList()
+})
+</script>

src/views/crm/backlog/components/ReceivablePlanRemindList.vue

+<!-- 待回款提醒 -->
+<template>
+  <ContentWrap>
+    <div class="pb-5 text-xl">待回款提醒</div>
+    <!-- 搜索工作栏 -->
+    <el-form
+      ref="queryFormRef"
+      :inline="true"
+      :model="queryParams"
+      class="-mb-15px"
+      label-width="68px"
+    >
+      <el-form-item label="合同状态" prop="remindType">
+        <el-select
+          v-model="queryParams.remindType"
+          class="!w-240px"
+          placeholder="状态"
+          @change="handleQuery"
+        >
+          <el-option
+            v-for="(option, index) in RECEIVABLE_REMIND_TYPE"
+            :label="option.label"
+            :value="option.value"
+            :key="index"
+          />
+        </el-select>
+      </el-form-item>
+    </el-form>
+  </ContentWrap>
+
+  <ContentWrap>
+    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
+      <el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="150">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openCustomerDetail(scope.row.customerId)"
+          >
+            {{ scope.row.customerName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="合同编号" prop="contractNo" width="200px" />
+      <el-table-column align="center" label="期数" prop="period">
+        <template #default="scope">
+          <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
+            {{ scope.row.period }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column
+        align="center"
+        label="计划回款金额（元）"
+        prop="price"
+        width="160"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column
+        :formatter="dateFormatter2"
+        align="center"
+        label="计划回款日期"
+        prop="returnTime"
+        width="180px"
+      />
+      <el-table-column align="center" label="提前几天提醒" prop="remindDays" width="150" />
+      <el-table-column
+        align="center"
+        label="提醒日期"
+        prop="remindTime"
+        width="180px"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column align="center" label="回款方式" prop="returnType" width="130px">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="备注" prop="remark" />
+      <el-table-column label="负责人" prop="ownerUserName" width="120" />
+      <el-table-column
+        align="center"
+        label="实际回款金额（元）"
+        prop="receivable.price"
+        width="160"
+      >
+        <template #default="scope">
+          <el-text v-if="scope.row.receivable">
+            {{ erpPriceInputFormatter(scope.row.receivable.price) }}
+          </el-text>
+          <el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
+        </template>
+      </el-table-column>
+      <el-table-column
+        align="center"
+        label="实际回款日期"
+        prop="receivable.returnTime"
+        width="180px"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column
+        align="center"
+        label="实际回款金额（元）"
+        prop="receivable.price"
+        width="160"
+      >
+        <template #default="scope">
+          <el-text v-if="scope.row.receivable">
+            {{ erpPriceInputFormatter(scope.row.price - scope.row.receivable.price) }}
+          </el-text>
+          <el-text v-else>{{ erpPriceInputFormatter(scope.row.price) }}</el-text>
+        </template>
+      </el-table-column>
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="更新时间"
+        prop="updateTime"
+        width="180px"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="创建时间"
+        prop="createTime"
+        width="180px"
+      />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
+      <el-table-column align="center" fixed="right" label="操作" width="180px">
+        <template #default="scope">
+          <el-button
+            v-hasPermi="['crm:receivable:create']"
+            link
+            type="success"
+            @click="openReceivableForm(scope.row)"
+            :disabled="scope.row.receivableId"
+          >
+            创建回款
+          </el-button>
+        </template>
+      </el-table-column>
+    </el-table>
+    <!-- 分页 -->
+    <Pagination
+      :total="total"
+      v-model:page="queryParams.pageNo"
+      v-model:limit="queryParams.pageSize"
+      @pagination="getList"
+    />
+  </ContentWrap>
+
+  <!-- 表单弹窗：添加/修改 -->
+  <ReceivableForm ref="receivableFormRef" @success="getList" />
+</template>
+
+<script setup lang="ts">
+import { DICT_TYPE } from '@/utils/dict'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
+import { RECEIVABLE_REMIND_TYPE } from './common'
+import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
+import ReceivableForm from '@/views/crm/receivable/ReceivableForm.vue'
+
+defineOptions({ name: 'ReceivablePlanRemindList' })
+
+const loading = ref(true) // 列表的加载中
+const total = ref(0) // 列表的总页数
+const list = ref([]) // 列表的数据
+const queryParams = reactive({
+  pageNo: 1,
+  pageSize: 10,
+  remindType: 1
+})
+const queryFormRef = ref() // 搜索的表单
+
+/** 查询列表 */
+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()
+}
+
+/** 创建回款操作 */
+const receivableFormRef = ref()
+const openReceivableForm = (row: ReceivablePlanApi.ReceivablePlanVO) => {
+  receivableFormRef.value.open('create', undefined, row)
+}
+
+/** 打开详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmReceivablePlanDetail', params: { id } })
+}
+
+/** 打开客户详情 */
+const openCustomerDetail = (id: number) => {
+  push({ name: 'CrmCustomerDetail', params: { id } })
+}
+
+/** 激活时 */
+onActivated(async () => {
+  await getList()
+})
+
+/** 初始化 **/
+onMounted(async () => {
+  await getList()
+})
+</script>

src/views/crm/backlog/index.vue

@@ -18,28 +18,29 @@
       <CustomerTodayContactList v-if="leftMenu === 'customerTodayContact'" />
       <ClueFollowList v-if="leftMenu === 'clueFollow'" />
       <ContractAuditList v-if="leftMenu === 'contractAudit'" />
-      <CheckReceivables v-if="leftMenu === 'checkReceivables'" />
+      <ReceivableAuditList v-if="leftMenu === 'receivableAudit'" />
       <ContractRemindList v-if="leftMenu === 'contractRemind'" />
       <CustomerFollowList v-if="leftMenu === 'customerFollow'" />
       <CustomerPutPoolRemindList v-if="leftMenu === 'customerPutPoolRemind'" />
-      <RemindReceivables v-if="leftMenu === 'remindReceivables'" />
+      <ReceivablePlanRemindList v-if="leftMenu === 'receivablePlanRemind'" />
     </el-col>
   </el-row>
 </template>
 
 <script lang="ts" setup>
-import * as BacklogApi from '@/api/crm/backlog'
 import CustomerFollowList from './components/CustomerFollowList.vue'
 import CustomerTodayContactList from './components/CustomerTodayContactList.vue'
 import CustomerPutPoolRemindList from './components/CustomerPutPoolRemindList.vue'
 import ClueFollowList from './components/ClueFollowList.vue'
 import ContractAuditList from './components/ContractAuditList.vue'
 import ContractRemindList from './components/ContractRemindList.vue'
-import RemindReceivables from './tables/RemindReceivables.vue'
-import CheckReceivables from './tables/CheckReceivables.vue'
+import ReceivablePlanRemindList from './components/ReceivablePlanRemindList.vue'
+import ReceivableAuditList from './components/ReceivableAuditList.vue'
 import * as CustomerApi from '@/api/crm/customer'
 import * as ClueApi from '@/api/crm/clue'
 import * as ContractApi from '@/api/crm/contract'
+import * as ReceivableApi from '@/api/crm/receivable'
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 
 defineOptions({ name: 'CrmBacklog' })
 
@@ -51,8 +52,8 @@ const customerPutPoolRemindCount = ref(0)
 const customerTodayContactCount = ref(0)
 const contractAuditCount = ref(0)
 const contractRemindCount = ref(0)
-const checkReceivablesCount = ref(0)
-const remindReceivablesCount = ref(0)
+const receivableAuditCount = ref(0)
+const receivablePlanRemindCount = ref(0)
 
 const leftSides = ref([
   {
@@ -82,13 +83,13 @@ const leftSides = ref([
   },
   {
     name: '待审核回款',
-    menu: 'checkReceivables',
-    count: checkReceivablesCount
+    menu: 'receivableAudit',
+    count: receivableAuditCount
   },
   {
     name: '待回款提醒',
-    menu: 'remindReceivables',
-    count: remindReceivablesCount
+    menu: 'receivablePlanRemind',
+    count: receivablePlanRemindCount
   },
   {
     name: '即将到期的合同',
@@ -113,8 +114,10 @@ const getCount = () => {
   ClueApi.getFollowClueCount().then((count) => (clueFollowCount.value = count))
   ContractApi.getAuditContractCount().then((count) => (contractAuditCount.value = count))
   ContractApi.getRemindContractCount().then((count) => (contractRemindCount.value = count))
-  BacklogApi.getCheckReceivablesCount().then((count) => (checkReceivablesCount.value = count))
-  BacklogApi.getRemindReceivablePlanCount().then((count) => (remindReceivablesCount.value = count))
+  ReceivableApi.getAuditReceivableCount().then((count) => (receivableAuditCount.value = count))
+  ReceivablePlanApi.getReceivablePlanRemindCount().then(
+    (count) => (receivablePlanRemindCount.value = count)
+  )
 }
 
 /** 激活时 */

src/views/crm/backlog/tables/CheckReceivables.vue

-<!-- 待审核回款 -->
-<template>
-  <ContentWrap>
-    <div class="pb-5 text-xl"> 待审核回款 </div>
-    <!-- 搜索工作栏 -->
-    <el-form
-      class="-mb-15px"
-      :model="queryParams"
-      ref="queryFormRef"
-      :inline="true"
-      label-width="68px"
-    >
-      <el-form-item label="合同状态" prop="auditStatus">
-        <el-select
-          v-model="queryParams.auditStatus"
-          class="!w-240px"
-          placeholder="状态"
-          @change="handleQuery"
-        >
-          <el-option
-            v-for="(option, index) in AUDIT_STATUS"
-            :label="option.label"
-            :value="option.value"
-            :key="index"
-          />
-        </el-select>
-      </el-form-item>
-    </el-form>
-  </ContentWrap>
-  <!-- 列表 -->
-  <ContentWrap>
-    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
-      <el-table-column label="ID" align="center" prop="id" />
-      <el-table-column label="回款编号" align="center" prop="no" />
-      <!-- <el-table-column label="回款计划ID" align="center" prop="planId" />-->
-      <el-table-column label="客户" align="center" prop="customerId" />
-      <el-table-column label="合同" align="center" prop="contractId" />
-      <el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
-        </template>
-      </el-table-column>
-      <!-- <el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
-      <el-table-column
-        label="回款日期"
-        align="center"
-        prop="returnTime"
-        :formatter="dateFormatter2"
-        width="150px"
-      />
-      <el-table-column label="回款方式" align="center" prop="returnType" width="130px">
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
-        </template>
-      </el-table-column>
-      <el-table-column label="回款金额(元)" align="center" prop="price" />
-      <el-table-column label="负责人" align="center" prop="ownerUserId" />
-      <el-table-column label="批次" align="center" prop="batchId" />
-      <!--<el-table-column label="显示顺序" align="center" prop="sort" />-->
-      <el-table-column label="状态" align="center" prop="status">
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
-        </template>
-      </el-table-column>
-      <el-table-column label="备注" align="center" prop="remark" />
-      <el-table-column
-        label="创建时间"
-        align="center"
-        prop="createTime"
-        :formatter="dateFormatter"
-        width="180px"
-      />
-    </el-table>
-    <!-- 分页 -->
-    <Pagination
-      :total="total"
-      v-model:page="queryParams.pageNo"
-      v-model:limit="queryParams.pageSize"
-      @pagination="getList"
-    />
-  </ContentWrap>
-</template>
-
-<script setup lang="ts" name="CheckReceivables">
-import { DICT_TYPE } from '@/utils/dict'
-import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
-import * as ReceivableApi from '@/api/crm/receivable'
-import { AUDIT_STATUS } from './common'
-
-const loading = ref(true) // 列表的加载中
-const total = ref(0) // 列表的总页数
-const list = ref([]) // 列表的数据
-const queryParams = reactive({
-  pageNo: 1,
-  pageSize: 10,
-  auditStatus: 20
-})
-const queryFormRef = ref() // 搜索的表单
-
-/** 查询列表 */
-const getList = async () => {
-  loading.value = true
-  try {
-    const data = await ReceivableApi.getReceivablePage(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(() => {
-  getList()
-})
-</script>
-
-<style scoped></style>

src/views/crm/backlog/tables/RemindReceivables.vue

-<!-- 待回款提醒 -->
-<template>
-  <ContentWrap>
-    <div class="pb-5 text-xl">待回款提醒</div>
-    <!-- 搜索工作栏 -->
-    <el-form
-      ref="queryFormRef"
-      :inline="true"
-      :model="queryParams"
-      class="-mb-15px"
-      label-width="68px"
-    >
-      <el-form-item label="合同状态" prop="remindType">
-        <el-select
-          v-model="queryParams.remindType"
-          class="!w-240px"
-          placeholder="状态"
-          @change="handleQuery"
-        >
-          <el-option
-            v-for="(option, index) in RECEIVABLE_REMIND_TYPE"
-            :label="option.label"
-            :value="option.value"
-            :key="index"
-          />
-        </el-select>
-      </el-form-item>
-    </el-form>
-  </ContentWrap>
-
-  <ContentWrap>
-    <el-table v-loading="loading" :data="list" :stripe="true" :show-overflow-tooltip="true">
-      <!--<el-table-column label="ID" align="center" prop="id" />-->
-      <el-table-column label="客户名称" align="center" prop="customerId" width="150px" />
-      <el-table-column label="合同名称" align="center" prop="contractId" width="150px" />
-      <el-table-column label="期数" align="center" prop="period" />
-      <el-table-column label="计划回款" align="center" prop="price" />
-      <el-table-column
-        label="计划回款日期"
-        align="center"
-        prop="returnTime"
-        :formatter="dateFormatter2"
-        width="180px"
-      />
-      <el-table-column label="提前几天提醒" align="center" prop="remindDays" />
-      <el-table-column label="完成状态" align="center" prop="status">
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.COMMON_STATUS" :value="scope.row.status" />
-        </template>
-      </el-table-column>
-      <el-table-column label="审批状态" align="center" prop="checkStatus" width="130px">
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.checkStatus" />
-        </template>
-      </el-table-column>
-      <!--<el-table-column label="工作流编号" align="center" prop="processInstanceId" />-->
-      <el-table-column prop="ownerUserId" label="负责人" width="120">
-        <template #default="scope">
-          {{ userList.find((user) => user.id === scope.row.ownerUserId)?.nickname }}
-        </template>
-      </el-table-column>
-      <el-table-column label="显示顺序" align="center" prop="sort" />
-      <el-table-column label="备注" align="center" prop="remark" />
-      <el-table-column
-        label="创建时间"
-        align="center"
-        prop="createTime"
-        :formatter="dateFormatter"
-        width="180px"
-      />
-    </el-table>
-    <!-- 分页 -->
-    <Pagination
-      :total="total"
-      v-model:page="queryParams.pageNo"
-      v-model:limit="queryParams.pageSize"
-      @pagination="getList"
-    />
-  </ContentWrap>
-</template>
-
-<script setup lang="ts" name="RemindReceivables">
-import { DICT_TYPE } from '@/utils/dict'
-import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
-import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
-import * as UserApi from '@/api/system/user'
-import { RECEIVABLE_REMIND_TYPE } from './common'
-
-defineOptions({ name: 'ReceivablePlan' })
-
-const loading = ref(true) // 列表的加载中
-const total = ref(0) // 列表的总页数
-const list = ref([]) // 列表的数据
-const userList = ref<UserApi.UserVO[]>([]) // 用户列表
-const queryParams = reactive({
-  pageNo: 1,
-  pageSize: 10,
-  remindType: 1
-})
-const queryFormRef = ref() // 搜索的表单
-
-/** 查询列表 */
-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>

src/views/crm/backlog/tables/common.ts

-/** 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 }
-]

src/views/crm/business/BusinessForm.vue

@@ -175,7 +175,6 @@ const formRules = reactive({
 const formRef = ref() // 表单 Ref
 const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
 const statusTypeList = ref([]) // 商机状态类型列表
-// TODO 芋艿：统一的客户选择面板
 const customerList = ref([]) // 客户列表的数据
 
 /** 子表的表单 */

src/views/crm/contact/ContactForm.vue

@@ -214,7 +214,6 @@ const formRules = reactive({
 })
 const formRef = ref() // 表单 Ref
 const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
-// TODO 芋艿：统一的客户选择面板
 const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
 const contactList = ref<ContactApi.ContactVO[]>([]) // 联系人列表
 

src/views/crm/contract/ContractForm.vue

@@ -235,7 +235,6 @@ const formRules = reactive({
 })
 const formRef = ref() // 表单 Ref
 const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
-// TODO 芋艿：统一的客户选择面板
 const customerList = ref([]) // 客户列表的数据
 const businessList = ref<BusinessApi.BusinessVO[]>([])
 const contactList = ref<ContactApi.ContactVO[]>([])

src/views/crm/contract/detail/ContractDetailsHeader.vue

@@ -26,8 +26,9 @@
       <el-descriptions-item label="下单时间">
         {{ formatDate(contract.orderDate) }}
       </el-descriptions-item>
-      <!-- TODO 芋艿：回款金额 -->
-      <el-descriptions-item label="回款金额（元）"> 待实现 </el-descriptions-item>
+      <el-descriptions-item label="回款金额（元）">
+        {{ erpPriceInputFormatter(contract.totalReceivablePrice) }}
+      </el-descriptions-item>
       <el-descriptions-item label="负责人">
         {{ contract.ownerUserName }}
       </el-descriptions-item>

src/views/crm/contract/detail/index.vue

@@ -23,7 +23,7 @@
         <ReceivablePlanList
           :contract-id="contract.id!"
           :customer-id="contract.customerId"
-          @crate-receivable="crateReceivable"
+          @create-receivable="createReceivable"
         />
         <ReceivableList
           ref="receivableListRef"
@@ -108,8 +108,8 @@ const getOperateLog = async (contractId: number) => {
 
 /** 从回款计划创建回款 */
 const receivableListRef = ref<InstanceType<typeof ReceivableList>>() // 回款列表 Ref
-const crateReceivable = (planData: any) => {
-  receivableListRef.value?.crateReceivable(planData)
+const createReceivable = (planData: any) => {
+  receivableListRef.value?.createReceivable(planData)
 }
 
 /** 转移 */

src/views/crm/contract/index.vue

@@ -150,7 +150,24 @@
       </el-table-column>
       <el-table-column align="center" label="公司签约人" prop="signUserName" width="130" />
       <el-table-column align="center" label="备注" prop="remark" width="200" />
-      <!-- TODO @puhui999：后续可加 【已收款金额】、【未收款金额】 -->
+      <el-table-column
+        align="center"
+        label="已回款金额（元）"
+        prop="totalReceivablePrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column
+        align="center"
+        label="未回款金额（元）"
+        prop="totalReceivablePrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      >
+        <template #default="scope">
+          {{ erpPriceInputFormatter(scope.row.totalPrice - scope.row.totalReceivablePrice) }}
+        </template>
+      </el-table-column>
       <el-table-column
         :formatter="dateFormatter"
         align="center"
@@ -246,8 +263,9 @@ import download from '@/utils/download'
 import * as ContractApi from '@/api/crm/contract'
 import ContractForm from './ContractForm.vue'
 import { DICT_TYPE } from '@/utils/dict'
-import { erpPriceTableColumnFormatter } from '@/utils'
+import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
 import * as CustomerApi from '@/api/crm/customer'
+import { TabsPaneContext } from 'element-plus'
 
 defineOptions({ name: 'CrmContract' })
 
@@ -271,6 +289,12 @@ const exportLoading = ref(false) // 导出的加载中
 const activeName = ref('1') // 列表 tab
 const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
 
+/** tab 切换 */
+const handleTabClick = (tab: TabsPaneContext) => {
+  queryParams.sceneType = tab.paneName
+  handleQuery()
+}
+
 /** 查询列表 */
 const getList = async () => {
   loading.value = true

src/views/crm/customer/CustomerImportForm.vue

@@ -81,6 +81,7 @@ const submitForm = async () => {
   const formData = new FormData()
   formData.append('updateSupport', updateSupport.value)
   formData.append('file', fileList.value[0].raw)
+  // TODO @芋艿：后面是不是可以采用这种形式，去掉 uploadHeaders
   await CustomerApi.handleImport(formData)
 }
 

src/views/crm/customer/detail/index.vue

@@ -64,7 +64,7 @@
         <ContractList :biz-id="customer.id!" :biz-type="BizTypeEnum.CRM_CUSTOMER" />
       </el-tab-pane>
       <el-tab-pane label="回款" lazy>
-        <ReceivablePlanList :customer-id="customer.id!" @crate-receivable="crateReceivable" />
+        <ReceivablePlanList :customer-id="customer.id!" @create-receivable="createReceivable" />
         <ReceivableList ref="receivableListRef" :customer-id="customer.id!" />
       </el-tab-pane>
       <el-tab-pane label="操作日志">
@@ -199,8 +199,8 @@ const getOperateLog = async () => {
 
 /** 从回款计划创建回款 */
 const receivableListRef = ref<InstanceType<typeof ReceivableList>>() // 回款列表 Ref
-const crateReceivable = (planData: any) => {
-  receivableListRef.value?.crateReceivable(planData)
+const createReceivable = (planData: any) => {
+  receivableListRef.value?.createReceivable(planData)
 }
 
 const close = () => {

src/views/crm/customer/limitConfig/CustomerLimitConfigForm.vue

@@ -82,7 +82,6 @@ const formRules = reactive({
   maxCount: [{ required: true, message: '数量上限不能为空', trigger: 'blur' }]
 })
 const formRef = ref() // 表单 Ref
-// TODO @芋艿：看看怎么搞个部门选择组件
 const deptTree = ref() // 部门树形结构
 const userOptions = ref<UserApi.UserVO[]>([]) // 用户列表
 

src/views/crm/permission/components/PermissionForm.vue

@@ -129,7 +129,6 @@ const resetForm = (bizType: number, bizId: number) => {
 }
 onMounted(async () => {
   // 获得用户列表
-  // TODO 芋艿：用户列表的选择组件
   userOptions.value = await UserApi.getSimpleUserList()
 })
 </script>

src/views/crm/permission/components/TransferForm.vue

@@ -40,7 +40,7 @@
         </el-radio-group>
       </el-form-item>
     </el-form>
-    <!-- TODO 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择 -->
+    <!-- TODO @puhui999 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择 -->
     <template #footer>
       <el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
       <el-button @click="dialogVisible = false">取 消</el-button>
@@ -117,7 +117,6 @@ const resetForm = () => {
 }
 onMounted(async () => {
   // 获得用户列表
-  // TODO 芋艿：用户列表的选择组件
   userOptions.value = await UserApi.getSimpleUserList()
 })
 </script>

src/views/crm/product/ProductForm.vue

@@ -207,6 +207,6 @@ onMounted(async () => {
   const data = await ProductCategoryApi.getProductCategoryList({})
   productCategoryList.value = handleTree(data, 'id', 'parentId')
   // 系统用户列表
-  userList.value = await getSimpleUserList() // TODO 芋艿：替换成用户组件
+  userList.value = await getSimpleUserList()
 })
 </script>

src/views/crm/receivable/ReceivableForm.vue

@@ -10,12 +10,37 @@
       <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-input disabled v-model="formData.no" placeholder="保存时自动生成" />
           </el-form-item>
         </el-col>
         <el-col :span="12">
+          <el-form-item label="负责人" prop="ownerUserId">
+            <el-select
+              v-model="formData.ownerUserId"
+              :disabled="formType !== 'create'"
+              class="w-1/1"
+            >
+              <el-option
+                v-for="item in userOptions"
+                :key="item.id"
+                :label="item.nickname"
+                :value="item.id"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+      </el-row>
+      <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-select
+              v-model="formData.customerId"
+              :disabled="formType !== 'create'"
+              class="w-1/1"
+              filterable
+              @change="handleCustomerChange"
+              placeholder="请选择客户"
+            >
               <el-option
                 v-for="item in customerList"
                 :key="item.id"
@@ -29,8 +54,10 @@
           <el-form-item label="合同名称" prop="contractId">
             <el-select
               v-model="formData.contractId"
-              :disabled="!formData.customerId"
-              class="!w-100%"
+              :disabled="formType !== 'create' || !formData.customerId"
+              class="w-1/1"
+              filterable
+              @change="handleContractChange"
               placeholder="请选择合同"
             >
               <el-option
@@ -38,44 +65,37 @@
                 :key="data.id"
                 :label="data.name"
                 :value="data.id!"
+                :disabled="data.auditStatus !== 20"
               />
             </el-select>
           </el-form-item>
         </el-col>
+      </el-row>
+      <el-row>
         <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%"
+              :disabled="formType !== 'create' || !formData.contractId"
+              class="!w-1/1"
+              @change="handleReceivablePlanChange"
               placeholder="请选择回款期数"
             >
               <el-option
                 v-for="data in receivablePlanList"
                 :key="data.id"
-                :label="data.period + '期'"
+                :label="'第 ' + 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"
+                :disabled="data.receivableId"
               />
             </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-select v-model="formData.returnType" class="w-1/1" placeholder="请选择回款方式">
               <el-option
-                v-for="dict in getStrDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
+                v-for="dict in getIntDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE)"
                 :key="dict.value"
                 :label="dict.label"
                 :value="dict.value"
@@ -83,6 +103,8 @@
             </el-select>
           </el-form-item>
         </el-col>
+      </el-row>
+      <el-row>
         <el-col :span="12">
           <el-form-item label="回款金额" prop="price">
             <el-input-number
@@ -90,6 +112,8 @@
               class="!w-100%"
               controls-position="right"
               placeholder="请输入回款金额"
+              :min="0.01"
+              :precision="2"
             />
           </el-form-item>
         </el-col>
@@ -103,14 +127,11 @@
             />
           </el-form-item>
         </el-col>
+      </el-row>
+      <el-row>
         <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-input v-model="formData.remark" placeholder="请输入备注" type="textarea" />
           </el-form-item>
         </el-col>
       </el-row>
@@ -128,21 +149,20 @@ 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'
+import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
+import form from '@/components/Form/src/Form.vue'
 
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
-const userList = ref<UserApi.UserVO[]>([]) // 用户列表
+const userOptions = 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<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' }]
 })
@@ -150,8 +170,13 @@ 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, planData?: ReceivablePlanApi.ReceivablePlanVO) => {
+const open = async (
+  type: string,
+  id?: number,
+  receivablePlan?: ReceivablePlanApi.ReceivablePlanVO
+) => {
   dialogVisible.value = true
   dialogTitle.value = t('action.' + type)
   formType.value = type
@@ -166,7 +191,7 @@ const open = async (type: string, id?: number, planData?: ReceivablePlanApi.Rece
     }
   }
   // 获得用户列表
-  userList.value = await UserApi.getSimpleUserList()
+  userOptions.value = await UserApi.getSimpleUserList()
   // 获得客户列表
   customerList.value = await CustomerApi.getCustomerSimpleList()
   // 默认新建时选中自己
@@ -174,10 +199,16 @@ const open = async (type: string, id?: number, planData?: ReceivablePlanApi.Rece
     formData.value.ownerUserId = useUserStore().getUser.id
   }
   // 从回款计划创建回款
-  if (planData) {
-    formData.value.customerId = planData.customerId
-    formData.value.contractId = planData.contractId
-    formData.value.planId = planData.id
+  if (receivablePlan) {
+    formData.value.customerId = receivablePlan.customerId
+    await handleCustomerChange(receivablePlan.customerId)
+    formData.value.contractId = receivablePlan.contractId
+    await handleContractChange(receivablePlan.contractId)
+    if (receivablePlan.id) {
+      formData.value.planId = receivablePlan.id
+      formData.value.price = receivablePlan.price
+      formData.value.returnType = receivablePlan.returnType
+    }
   }
 }
 defineExpose({ open }) // 提供 open 方法，用于打开弹窗
@@ -214,53 +245,46 @@ const resetForm = () => {
   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
-  )
+/** 处理切换客户 */
+const handleCustomerChange = async (customerId: number) => {
+  // 重置合同编号
+  formData.value.contractId = undefined
+  // 获得合同列表
+  if (customerId) {
+    contractList.value = []
+    contractList.value = await ContractApi.getContractSimpleList(customerId)
+  }
 }
-watch(
-  () => formData.value.customerId,
-  (newVal) => {
-    if (!newVal) {
-      return
+
+/** 处理切换合同 */
+const handleContractChange = async (contractId: number) => {
+  // 重置回款计划编号
+  formData.value.planId = undefined
+  if (contractId) {
+    // 获得回款计划列表
+    receivablePlanList.value = []
+    receivablePlanList.value = await ReceivablePlanApi.getReceivablePlanSimpleList(
+      formData.value.customerId,
+      contractId
+    )
+    // 设置金额
+    const contract = contractList.value.find((item) => item.id === contractId)
+    if (contract) {
+      formData.value.price = contract.totalPrice - contract.totalReceivablePrice
     }
-    getContractList(newVal)
-  },
-  {
-    immediate: true
   }
-)
-watch(
-  () => formData.value.contractId,
-  (newVal) => {
-    if (!newVal) {
-      return
-    }
-    getReceivablePlanList(newVal)
-  },
-  {
-    immediate: true
+}
+
+/** 处理切换回款计划 */
+const handleReceivablePlanChange = (planId: number) => {
+  if (!planId) {
+    return
   }
-)
-watch(
-  () => formData.value.planId,
-  (newVal) => {
-    if (!newVal) {
-      return
-    }
-    const receivablePlan = receivablePlanList.value.find((item) => item.id === newVal)
-    if (!receivablePlan) {
-      return
-    }
-    // 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
-    }
+  const receivablePlan = receivablePlanList.value.find((item) => item.id === planId)
+  if (!receivablePlan) {
+    return
   }
-)
+  formData.value.price = receivablePlan.price
+  formData.value.returnType = receivablePlan.returnType
+}
 </script>

src/views/crm/receivable/components/ReceivableList.vue

 <template>
   <!-- 操作栏 -->
   <el-row justify="end">
-    <el-button @click="openForm">
+    <el-button @click="openForm('create')">
       <Icon class="mr-5px" icon="icon-park:income-one" />
       创建回款
     </el-button>
@@ -12,7 +12,7 @@
     <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
       <el-table-column align="center" label="回款编号" prop="no" />
       <el-table-column align="center" label="客户" prop="customerName" />
-      <el-table-column align="center" label="合同" prop="contractName" />
+      <el-table-column align="center" label="合同" prop="contract.no" />
       <el-table-column
         :formatter="dateFormatter2"
         align="center"
@@ -25,7 +25,12 @@
           <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
         </template>
       </el-table-column>
-      <el-table-column align="center" label="回款金额(元)" prop="price" />
+      <el-table-column
+        align="center"
+        label="回款金额(元)"
+        prop="price"
+        :formatter="erpPriceTableColumnFormatter"
+      />
       <el-table-column align="center" label="负责人" prop="ownerUserName" />
       <el-table-column align="center" label="备注" prop="remark" />
       <el-table-column align="center" fixed="right" label="操作" width="130px">
@@ -67,6 +72,7 @@ import * as ReceivableApi from '@/api/crm/receivable'
 import ReceivableForm from './../ReceivableForm.vue'
 import { dateFormatter2 } from '@/utils/formatTime'
 import { DICT_TYPE } from '@/utils/dict'
+import { erpPriceTableColumnFormatter } from '@/utils'
 
 defineOptions({ name: 'CrmReceivableList' })
 const props = defineProps<{
@@ -117,7 +123,10 @@ const handleQuery = () => {
 /** 添加/修改操作 */
 const formRef = ref()
 const openForm = (type: string, id?: number) => {
-  formRef.value.open(type, id)
+  formRef.value.open(type, id, {
+    customerId: props.customerId,
+    contractId: props.contractId
+  })
 }
 
 /** 删除按钮操作 */
@@ -134,11 +143,12 @@ const handleDelete = async (id: number) => {
 }
 
 /** 从回款计划创建回款 */
-const crateReceivable = (planData: any) => {
+const createReceivable = (planData: any) => {
   const data = planData as unknown as ReceivablePlanApi.ReceivablePlanVO
   formRef.value.open('create', undefined, data)
 }
-defineExpose({ crateReceivable })
+defineExpose({ createReceivable })
+
 /** 监听打开的 customerId + contractId，从而加载最新的列表 */
 watch(
   () => [props.customerId, props.contractId],

src/views/crm/receivable/detail/ReceivableDetailsHeader.vue

+<template>
+  <div>
+    <div class="flex items-start justify-between">
+      <div>
+        <el-col>
+          <el-row>
+            <span class="text-xl font-bold">{{ receivable.no }}</span>
+          </el-row>
+        </el-col>
+      </div>
+      <div>
+        <!-- 右上：按钮 -->
+        <slot></slot>
+      </div>
+    </div>
+  </div>
+  <ContentWrap class="mt-10px">
+    <el-descriptions :column="5" direction="vertical">
+      <el-descriptions-item label="客户名称">
+        {{ receivable.customerName }}
+      </el-descriptions-item>
+      <el-descriptions-item label="合同金额">
+        {{ erpPriceInputFormatter(receivable.contract?.totalPrice) }}
+      </el-descriptions-item>
+      <el-descriptions-item label="回款日期">
+        {{ formatDate(receivable.returnTime) }}
+      </el-descriptions-item>
+      <el-descriptions-item label="回款金额">
+        {{ erpPriceInputFormatter(receivable.price) }}
+      </el-descriptions-item>
+      <el-descriptions-item label="负责人">
+        {{ receivable.ownerUserName }}
+      </el-descriptions-item>
+    </el-descriptions>
+  </ContentWrap>
+</template>
+<script lang="ts" setup>
+import * as ReceivableApi from '@/api/crm/receivable'
+import { formatDate } from '@/utils/formatTime'
+import { erpPriceInputFormatter } from '@/utils'
+
+const { receivable } = defineProps<{ receivable: ReceivableApi.ReceivableVO }>()
+</script>

src/views/crm/receivable/detail/ReceivableDetailsInfo.vue

+<template>
+  <ContentWrap>
+    <el-collapse v-model="activeNames">
+      <el-collapse-item name="basicInfo">
+        <template #title>
+          <span class="text-base font-bold">基本信息</span>
+        </template>
+        <el-descriptions :column="4">
+          <el-descriptions-item label="回款编号">{{ receivable.no }}</el-descriptions-item>
+          <el-descriptions-item label="客户名称">
+            {{ receivable.customerName }}
+          </el-descriptions-item>
+          <el-descriptions-item label="合同编号">
+            {{ receivable.contract?.no }}
+          </el-descriptions-item>
+          <el-descriptions-item label="回款日期">
+            {{ formatDate(receivable.returnTime, 'YYYY-MM-DD') }}
+          </el-descriptions-item>
+          <el-descriptions-item label="回款金额">
+            {{ erpPriceInputFormatter(receivable.price) }}
+          </el-descriptions-item>
+          <el-descriptions-item label="回款方式">
+            <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="receivable.returnType" />
+          </el-descriptions-item>
+          <el-descriptions-item label="备注">{{ receivable.remark }}</el-descriptions-item>
+        </el-descriptions>
+      </el-collapse-item>
+      <el-collapse-item name="systemInfo">
+        <template #title>
+          <span class="text-base font-bold">系统信息</span>
+        </template>
+        <el-descriptions :column="4">
+          <el-descriptions-item label="负责人">
+            {{ receivable.ownerUserName }}
+          </el-descriptions-item>
+          <el-descriptions-item label="创建人">
+            {{ receivable.creatorName }}
+          </el-descriptions-item>
+          <el-descriptions-item label="创建时间">
+            {{ formatDate(receivable.createTime) }}
+          </el-descriptions-item>
+          <el-descriptions-item label="更新时间">
+            {{ formatDate(receivable.updateTime) }}
+          </el-descriptions-item>
+        </el-descriptions>
+      </el-collapse-item>
+    </el-collapse>
+  </ContentWrap>
+</template>
+<script setup lang="ts">
+import * as ReceivableApi from '@/api/crm/receivable'
+import { DICT_TYPE } from '@/utils/dict'
+import { formatDate } from '@/utils/formatTime'
+import { erpPriceInputFormatter } from '@/utils'
+
+const { receivable } = defineProps<{
+  receivable: ReceivableApi.ReceivableVO
+}>()
+
+// 展示的折叠面板
+const activeNames = ref(['basicInfo', 'systemInfo'])
+</script>

src/views/crm/receivable/detail/index.vue

+<template>
+  <ReceivableDetailsHeader v-loading="loading" :receivable="receivable">
+    <el-button v-if="permissionListRef?.validateWrite" @click="openForm('update', receivable.id)">
+      编辑
+    </el-button>
+  </ReceivableDetailsHeader>
+  <el-col>
+    <el-tabs>
+      <el-tab-pane label="详细资料">
+        <ReceivableDetailsInfo :receivable="receivable" />
+      </el-tab-pane>
+      <el-tab-pane label="操作日志">
+        <OperateLogV2 :log-list="logList" />
+      </el-tab-pane>
+      <el-tab-pane label="团队成员">
+        <PermissionList
+          ref="permissionListRef"
+          :biz-id="receivable.id!"
+          :biz-type="BizTypeEnum.CRM_RECEIVABLE"
+          :show-action="true"
+          @quit-team="close"
+        />
+      </el-tab-pane>
+    </el-tabs>
+  </el-col>
+
+  <!-- 表单弹窗：添加/修改 -->
+  <ReceivableForm ref="formRef" @success="getReceivable(receivable.id)" />
+</template>
+<script lang="ts" setup>
+import { useTagsViewStore } from '@/store/modules/tagsView'
+import * as ReceivableApi from '@/api/crm/receivable'
+import ReceivableDetailsHeader from './ReceivableDetailsHeader.vue'
+import ReceivableDetailsInfo from './ReceivableDetailsInfo.vue'
+import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
+import { BizTypeEnum } from '@/api/crm/permission'
+import { OperateLogV2VO } from '@/api/system/operatelog'
+import { getOperateLogPage } from '@/api/crm/operateLog'
+import ReceivableForm from '@/views/crm/receivable/ReceivableForm.vue'
+
+defineOptions({ name: 'CrmReceivablePlanDetail' })
+const props = defineProps<{ id?: number }>()
+
+const route = useRoute()
+const message = useMessage()
+const receivableId = ref(0) // 回款编号
+const loading = ref(true) // 加载中
+const receivable = ref<ReceivableApi.ReceivableVO>({} as ReceivableApi.ReceivableVO) // 回款详情
+const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
+
+/** 获取详情 */
+const getReceivable = async (id: number) => {
+  loading.value = true
+  try {
+    receivable.value = await ReceivableApi.getReceivable(id)
+    await getOperateLog(id)
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 编辑 */
+const formRef = ref()
+const openForm = (type: string, id?: number) => {
+  formRef.value.open(type, id)
+}
+
+/** 获取操作日志 */
+const logList = ref<OperateLogV2VO[]>([]) // 操作日志列表
+const getOperateLog = async (receivableId: number) => {
+  if (!receivableId) {
+    return
+  }
+  const data = await getOperateLogPage({
+    bizType: BizTypeEnum.CRM_RECEIVABLE,
+    bizId: receivableId
+  })
+  logList.value = data.list
+}
+
+/** 关闭窗口 */
+const { delView } = useTagsViewStore() // 视图操作
+const { currentRoute } = useRouter() // 路由
+const close = () => {
+  delView(unref(currentRoute))
+}
+
+/** 初始化 */
+const { params } = useRoute()
+onMounted(async () => {
+  const id = props.id || route.params.id
+  if (!id) {
+    message.warning('参数错误，回款不能为空！')
+    close()
+    return
+  }
+  receivableId.value = id
+  await getReceivable(receivableId.value)
+})
+</script>

src/views/crm/receivable/index.vue

@@ -66,10 +66,41 @@
 
   <!-- 列表 -->
   <ContentWrap>
+    <el-tabs v-model="activeName" @tab-click="handleTabClick">
+      <el-tab-pane label="我负责的" name="1" />
+      <el-tab-pane label="我参与的" name="2" />
+      <el-tab-pane label="下属负责的" name="3" />
+    </el-tabs>
     <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
-      <el-table-column align="center" label="回款编号" prop="no" />
-      <el-table-column align="center" label="客户" prop="customerName" />
-      <el-table-column align="center" label="合同" prop="contractName" />
+      <el-table-column align="center" fixed="left" label="回款编号" prop="no" width="180">
+        <template #default="scope">
+          <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
+            {{ scope.row.no }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="客户名称" prop="customerName" width="120">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openCustomerDetail(scope.row.customerId)"
+          >
+            {{ scope.row.customerName }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column align="center" label="合同编号" prop="contractNo" width="180">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openContractDetail(scope.row.contractId)"
+          >
+            {{ scope.row.contract.no }}
+          </el-link>
+        </template>
+      </el-table-column>
       <el-table-column
         :formatter="dateFormatter2"
         align="center"
@@ -77,14 +108,43 @@
         prop="returnTime"
         width="150px"
       />
+      <el-table-column
+        align="center"
+        label="回款金额(元)"
+        prop="price"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
       <el-table-column align="center" label="回款方式" prop="returnType" width="130px">
         <template #default="scope">
           <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
         </template>
       </el-table-column>
-      <el-table-column align="center" label="回款金额(元)" prop="price" />
-      <el-table-column align="center" label="负责人" prop="ownerUserName" />
-      <el-table-column align="center" label="备注" prop="remark" />
+      <el-table-column align="center" label="备注" prop="remark" width="200" />
+      <el-table-column
+        align="center"
+        label="合同金额（元）"
+        prop="contract.totalPrice"
+        width="140"
+        :formatter="erpPriceTableColumnFormatter"
+      />
+      <el-table-column align="center" label="负责人" prop="ownerUserName" width="120" />
+      <el-table-column align="center" label="所属部门" prop="ownerUserDeptName" width="100px" />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="更新时间"
+        prop="updateTime"
+        width="180px"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="创建时间"
+        prop="createTime"
+        width="180px"
+      />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="120" />
       <el-table-column align="center" fixed="right" label="回款状态" prop="auditStatus" width="120">
         <template #default="scope">
           <dict-tag :type="DICT_TYPE.CRM_AUDIT_STATUS" :value="scope.row.auditStatus" />
@@ -141,31 +201,40 @@
   <!-- 表单弹窗：添加/修改 -->
   <ReceivableForm ref="formRef" @success="getList" />
 </template>
-
 <script lang="ts" setup>
 import { DICT_TYPE } from '@/utils/dict'
-import { dateFormatter2 } from '@/utils/formatTime'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
 import download from '@/utils/download'
 import * as ReceivableApi from '@/api/crm/receivable'
 import ReceivableForm from './ReceivableForm.vue'
 import * as CustomerApi from '@/api/crm/customer'
+import { TabsPaneContext } from 'element-plus'
+import { erpPriceTableColumnFormatter } from '@/utils'
 
 defineOptions({ name: 'Receivable' })
 
 const message = useMessage() // 消息弹窗
 const { t } = useI18n() // 国际化
-const { push } = useRouter() // 路由
 const loading = ref(true) // 列表的加载中
 const total = ref(0) // 列表的总页数
 const list = ref([]) // 列表的数据
 const queryParams = reactive({
   pageNo: 1,
   pageSize: 10,
+  sceneType: '1', // 默认和 activeName 相等
   no: undefined,
   customerId: undefined
 })
 const queryFormRef = ref() // 搜索的表单
 const exportLoading = ref(false) // 导出的加载中
+const activeName = ref('1') // 列表 tab
+const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
+
+/** tab 切换 */
+const handleTabClick = (tab: TabsPaneContext) => {
+  queryParams.sceneType = tab.paneName
+  handleQuery()
+}
 
 /** 查询列表 */
 const getList = async () => {
@@ -222,7 +291,23 @@ const handleSubmit = async (row: ReceivableApi.ReceivableVO) => {
 const handleProcessDetail = (row: ReceivableApi.ReceivableVO) => {
   push({ name: 'BpmProcessInstanceDetail', query: { id: row.processInstanceId } })
 }
-// TODO puhui999: 回款流程审批表单详情查看后面完善
+
+/** 打开回款详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmReceivableDetail', params: { id } })
+}
+
+/** 打开客户详情 */
+const openCustomerDetail = (id: number) => {
+  push({ name: 'CrmCustomerDetail', params: { id } })
+}
+
+/** 打开合同详情 */
+const openContractDetail = (id: number) => {
+  push({ name: 'CrmContractDetail', params: { id } })
+}
+
 /** 导出按钮操作 */
 const handleExport = async () => {
   try {
@@ -237,7 +322,7 @@ const handleExport = async () => {
     exportLoading.value = false
   }
 }
-const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
+
 /** 初始化 **/
 onMounted(async () => {
   await getList()

src/views/crm/receivable/plan/ReceivablePlanForm.vue

@@ -9,8 +9,38 @@
     >
       <el-row>
         <el-col :span="12">
+          <el-form-item label="还款期数" prop="period">
+            <el-input disabled v-model="formData.period" placeholder="保存时自动生成" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="负责人" prop="ownerUserId">
+            <el-select
+              v-model="formData.ownerUserId"
+              :disabled="formType !== 'create'"
+              class="w-1/1"
+            >
+              <el-option
+                v-for="item in userOptions"
+                :key="item.id"
+                :label="item.nickname"
+                :value="item.id"
+              />
+            </el-select>
+          </el-form-item>
+        </el-col>
+      </el-row>
+      <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-select
+              v-model="formData.customerId"
+              :disabled="formType !== 'create'"
+              class="w-1/1"
+              filterable
+              @change="handleCustomerChange"
+              placeholder="请选择客户"
+            >
               <el-option
                 v-for="item in customerList"
                 :key="item.id"
@@ -24,8 +54,9 @@
           <el-form-item label="合同名称" prop="contractId">
             <el-select
               v-model="formData.contractId"
-              :disabled="!formData.customerId"
-              class="!w-100%"
+              :disabled="formType !== 'create' || !formData.customerId"
+              class="w-1/1"
+              filterable
               placeholder="请选择合同"
             >
               <el-option
@@ -37,18 +68,8 @@
             </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-row>
+      <el-row>
         <el-col :span="12">
           <el-form-item label="计划回款金额" prop="price">
             <el-input-number
@@ -56,6 +77,8 @@
               class="!w-100%"
               controls-position="right"
               placeholder="请输入计划回款金额"
+              :min="0.01"
+              :precision="2"
             />
           </el-form-item>
         </el-col>
@@ -69,6 +92,8 @@
             />
           </el-form-item>
         </el-col>
+      </el-row>
+      <el-row>
         <el-col :span="12">
           <el-form-item label="提前几天提醒" prop="remindDays">
             <el-input-number
@@ -80,23 +105,20 @@
           </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 label="回款方式" prop="returnType">
+            <el-select v-model="formData.returnType" class="w-1/1" placeholder="请选择回款方式">
+              <el-option
+                v-for="dict in getIntDictOptions(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="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-input v-model="formData.remark" placeholder="请输入备注" type="textarea" />
           </el-form-item>
         </el-col>
       </el-row>
@@ -113,10 +135,12 @@ 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, getIntDictOptions } from '@/utils/dict'
+import { aw } from '../../../../../dist-prod/assets/index-9eac537b'
 
 const { t } = useI18n() // 国际化
 const message = useMessage() // 消息弹窗
-const userList = ref<UserApi.UserVO[]>([]) // 用户列表
+const userOptions = 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
@@ -125,7 +149,6 @@ const formData = ref<ReceivablePlanApi.ReceivablePlanVO>({} as ReceivablePlanApi
 const formRules = reactive({
   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' }]
@@ -133,8 +156,9 @@ const formRules = reactive({
 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) => {
+const open = async (type: string, id?: number, customerId?: number, contractId?: number) => {
   dialogVisible.value = true
   dialogTitle.value = t('action.' + type)
   formType.value = type
@@ -148,34 +172,25 @@ const open = async (type: string, id?: number) => {
       formLoading.value = false
     }
   }
-
   // 获得用户列表
-  userList.value = await UserApi.getSimpleUserList()
+  userOptions.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
   }
+  // 设置 customerId 和 contractId 默认值
+  if (customerId) {
+    formData.value.customerId = customerId
+    await handleCustomerChange(customerId)
+  }
+  if (contractId) {
+    formData.value.contractId = contractId
+  }
 }
 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 () => {
@@ -207,4 +222,15 @@ const resetForm = () => {
   formData.value = {} as ReceivablePlanApi.ReceivablePlanVO
   formRef.value?.resetFields()
 }
+
+/** 处理切换客户 */
+const handleCustomerChange = async (customerId: number) => {
+  // 重置合同编号
+  formData.value.contractId = undefined
+  // 获得合同列表
+  if (customerId) {
+    contractList.value = []
+    contractList.value = await ContractApi.getContractSimpleList(customerId)
+  }
+}
 </script>

src/views/crm/receivable/plan/components/ReceivablePlanList.vue

 <template>
   <!-- 操作栏 -->
   <el-row justify="end">
-    <el-button @click="openForm">
+    <el-button @click="openForm('create', undefined)">
       <Icon class="mr-5px" icon="icon-park:income" />
       创建回款计划
     </el-button>
@@ -13,7 +13,13 @@
       <el-table-column align="center" label="客户名称" prop="customerName" width="150px" />
       <el-table-column align="center" label="合同编号" prop="contractNo" width="200px" />
       <el-table-column align="center" label="期数" prop="period" />
-      <el-table-column align="center" label="计划回款(元)" prop="price" width="120" />
+      <el-table-column
+        align="center"
+        label="计划回款(元)"
+        prop="price"
+        width="120"
+        :formatter="erpPriceTableColumnFormatter"
+      />
       <el-table-column
         :formatter="dateFormatter2"
         align="center"
@@ -31,24 +37,14 @@
       />
       <el-table-column label="负责人" prop="ownerUserName" width="120" />
       <el-table-column align="center" label="备注" prop="remark" />
-      <el-table-column
-        align="center"
-        fixed="right"
-        label="完成状态"
-        prop="finishStatus"
-        width="130px"
-      >
-        <template #default="scope">
-          <dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.finishStatus" />
-        </template>
-      </el-table-column>
       <el-table-column align="center" fixed="right" label="操作" width="200px">
         <template #default="scope">
           <el-button
             v-hasPermi="['crm:receivable:create']"
             link
             type="primary"
-            @click="crateReceivable(scope.row)"
+            @click="createReceivable(scope.row)"
+            :disabled="scope.row.receivableId"
           >
             创建回款
           </el-button>
@@ -86,8 +82,8 @@
 <script lang="ts" setup>
 import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import ReceivableForm from './../ReceivablePlanForm.vue'
-import { DICT_TYPE } from '@/utils/dict'
 import { dateFormatter2 } from '@/utils/formatTime'
+import { erpPriceTableColumnFormatter } from '@/utils'
 
 defineOptions({ name: 'CrmReceivablePlanList' })
 const props = defineProps<{
@@ -138,15 +134,15 @@ const handleQuery = () => {
 /** 添加/修改操作 */
 const formRef = ref()
 const openForm = (type: string, id?: number) => {
-  formRef.value.open(type, id)
+  formRef.value.open(type, id, props.customerId, props.contractId)
 }
 
+/** 创建回款 */
 const emits = defineEmits<{
-  (e: 'crateReceivable', v: ReceivablePlanApi.ReceivablePlanVO)
+  (e: 'createReceivable', v: ReceivablePlanApi.ReceivablePlanVO)
 }>()
-/** 创建回款 */
-const crateReceivable = (row: ReceivablePlanApi.ReceivablePlanVO) => {
-  emits('crateReceivable', row)
+const createReceivable = (row: ReceivablePlanApi.ReceivablePlanVO) => {
+  emits('createReceivable', row)
 }
 
 /** 删除按钮操作 */
@@ -161,6 +157,7 @@ const handleDelete = async (id: number) => {
     await getList()
   } catch {}
 }
+
 /** 监听打开的 customerId + contractId，从而加载最新的列表 */
 watch(
   () => [props.customerId, props.contractId],

src/views/crm/receivable/plan/detail/ReceivablePlanDetailsHeader.vue

+<template>
+  <div>
+    <div class="flex items-start justify-between">
+      <div>
+        <el-col>
+          <el-row>
+            <span class="text-xl font-bold">第 {{ receivablePlan.period }} 期</span>
+          </el-row>
+        </el-col>
+      </div>
+      <div>
+        <!-- 右上：按钮 -->
+        <slot></slot>
+      </div>
+    </div>
+  </div>
+  <ContentWrap class="mt-10px">
+    <el-descriptions :column="5" direction="vertical">
+      <el-descriptions-item label="客户名称">
+        {{ receivablePlan.customerName }}
+      </el-descriptions-item>
+      <el-descriptions-item label="合同编号">{{ receivablePlan.contractNo }}</el-descriptions-item>
+      <el-descriptions-item label="计划回款金额">
+        {{ erpPriceInputFormatter(receivablePlan.price) }}
+      </el-descriptions-item>
+      <el-descriptions-item label="计划回款日期">
+        {{ formatDate(receivablePlan.returnTime) }}
+      </el-descriptions-item>
+      <el-descriptions-item label="实际回款金额">
+        <el-text v-if="receivablePlan.receivable">
+          {{ erpPriceInputFormatter(receivablePlan.receivable.price) }}
+        </el-text>
+        <el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
+      </el-descriptions-item>
+    </el-descriptions>
+  </ContentWrap>
+</template>
+<script lang="ts" setup>
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
+import { formatDate } from '@/utils/formatTime'
+import { erpPriceInputFormatter } from '@/utils'
+
+const { receivablePlan } = defineProps<{ receivablePlan: ReceivablePlanApi.ReceivablePlanVO }>()
+</script>

src/views/crm/receivable/plan/detail/ReceivablePlanDetailsInfo.vue

+<template>
+  <ContentWrap>
+    <el-collapse v-model="activeNames">
+      <el-collapse-item name="basicInfo">
+        <template #title>
+          <span class="text-base font-bold">基本信息</span>
+        </template>
+        <el-descriptions :column="4">
+          <el-descriptions-item label="期数">{{ receivablePlan.period }}</el-descriptions-item>
+          <el-descriptions-item label="客户名称">
+            {{ receivablePlan.customerName }}
+          </el-descriptions-item>
+          <el-descriptions-item label="合同编号">
+            {{ receivablePlan.contractNo }}
+          </el-descriptions-item>
+          <el-descriptions-item label="计划回款金额">
+            {{ erpPriceInputFormatter(receivablePlan.price) }}
+          </el-descriptions-item>
+          <el-descriptions-item label="计划回款日期">
+            {{ formatDate(receivablePlan.returnTime, 'YYYY-MM-DD') }}
+          </el-descriptions-item>
+          <el-descriptions-item label="计划回款方式">
+            <dict-tag
+              :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE"
+              :value="receivablePlan.returnType"
+            />
+          </el-descriptions-item>
+          <el-descriptions-item label="提前几天提醒">
+            {{ receivablePlan.remindDays }}
+          </el-descriptions-item>
+          <el-descriptions-item label="备注">{{ receivablePlan.remark }}</el-descriptions-item>
+          <el-descriptions-item label="实际回款金额">
+            <el-text v-if="receivablePlan.receivable">
+              {{ erpPriceInputFormatter(receivablePlan.receivable.price) }}
+            </el-text>
+            <el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
+          </el-descriptions-item>
+          <el-descriptions-item label="未回款金额">
+            <el-text v-if="receivablePlan.receivable">
+              {{ erpPriceInputFormatter(receivablePlan.price - receivablePlan.receivable.price) }}
+            </el-text>
+            <el-text v-else>{{ erpPriceInputFormatter(receivablePlan.price) }}</el-text>
+          </el-descriptions-item>
+          <el-descriptions-item label="实际回款日期">
+            {{ formatDate(receivablePlan.receivable?.returnTime, 'YYYY-MM-DD') }}
+          </el-descriptions-item>
+        </el-descriptions>
+      </el-collapse-item>
+      <el-collapse-item name="systemInfo">
+        <template #title>
+          <span class="text-base font-bold">系统信息</span>
+        </template>
+        <el-descriptions :column="4">
+          <el-descriptions-item label="负责人">
+            {{ receivablePlan.ownerUserName }}
+          </el-descriptions-item>
+          <el-descriptions-item label="创建人">
+            {{ receivablePlan.creatorName }}
+          </el-descriptions-item>
+          <el-descriptions-item label="创建时间">
+            {{ formatDate(receivablePlan.createTime) }}
+          </el-descriptions-item>
+          <el-descriptions-item label="更新时间">
+            {{ formatDate(receivablePlan.updateTime) }}
+          </el-descriptions-item>
+        </el-descriptions>
+      </el-collapse-item>
+    </el-collapse>
+  </ContentWrap>
+</template>
+<script setup lang="ts">
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
+import { DICT_TYPE } from '@/utils/dict'
+import { formatDate } from '@/utils/formatTime'
+import { erpPriceInputFormatter } from '@/utils'
+
+const { receivablePlan } = defineProps<{
+  receivablePlan: ReceivablePlanApi.ReceivablePlanVO
+}>()
+
+// 展示的折叠面板
+const activeNames = ref(['basicInfo', 'systemInfo'])
+</script>

src/views/crm/receivable/plan/detail/index.vue

+<template>
+  <ReceivablePlanDetailsHeader v-loading="loading" :receivable-plan="receivablePlan">
+    <el-button
+      v-if="permissionListRef?.validateWrite"
+      @click="openForm('update', receivablePlan.id)"
+    >
+      编辑
+    </el-button>
+  </ReceivablePlanDetailsHeader>
+  <el-col>
+    <el-tabs>
+      <el-tab-pane label="详细资料">
+        <ReceivablePlanDetailsInfo :receivable-plan="receivablePlan" />
+      </el-tab-pane>
+      <el-tab-pane label="操作日志">
+        <OperateLogV2 :log-list="logList" />
+      </el-tab-pane>
+      <el-tab-pane label="团队成员">
+        <PermissionList
+          ref="permissionListRef"
+          :biz-id="receivablePlan.id!"
+          :biz-type="BizTypeEnum.CRM_RECEIVABLE_PLAN"
+          :show-action="true"
+          @quit-team="close"
+        />
+      </el-tab-pane>
+    </el-tabs>
+  </el-col>
+
+  <!-- 表单弹窗：添加/修改 -->
+  <ReceivablePlanForm ref="formRef" @success="getReceivablePlan(receivablePlan.id)" />
+</template>
+<script lang="ts" setup>
+import { useTagsViewStore } from '@/store/modules/tagsView'
+import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
+import ReceivablePlanDetailsHeader from './ReceivablePlanDetailsHeader.vue'
+import ReceivablePlanDetailsInfo from './ReceivablePlanDetailsInfo.vue'
+import PermissionList from '@/views/crm/permission/components/PermissionList.vue' // 团队成员列表（权限）
+import { BizTypeEnum } from '@/api/crm/permission'
+import { OperateLogV2VO } from '@/api/system/operatelog'
+import { getOperateLogPage } from '@/api/crm/operateLog'
+import ReceivablePlanForm from '@/views/crm/receivable/plan/ReceivablePlanForm.vue'
+
+defineOptions({ name: 'CrmReceivablePlanDetail' })
+
+const message = useMessage()
+
+const receivablePlanId = ref(0) // 回款计划编号
+const loading = ref(true) // 加载中
+const receivablePlan = ref<ReceivablePlanApi.ReceivablePlanVO>(
+  {} as ReceivablePlanApi.ReceivablePlanVO
+) // 回款计划详情
+const permissionListRef = ref<InstanceType<typeof PermissionList>>() // 团队成员列表 Ref
+
+/** 获取详情 */
+const getReceivablePlan = async (id: number) => {
+  loading.value = true
+  try {
+    receivablePlan.value = await ReceivablePlanApi.getReceivablePlan(id)
+    await getOperateLog(id)
+  } finally {
+    loading.value = false
+  }
+}
+
+/** 编辑 */
+const formRef = ref()
+const openForm = (type: string, id?: number) => {
+  formRef.value.open(type, id)
+}
+
+/** 获取操作日志 */
+const logList = ref<OperateLogV2VO[]>([]) // 操作日志列表
+const getOperateLog = async (receivablePlanId: number) => {
+  if (!receivablePlanId) {
+    return
+  }
+  const data = await getOperateLogPage({
+    bizType: BizTypeEnum.CRM_RECEIVABLE_PLAN,
+    bizId: receivablePlanId
+  })
+  logList.value = data.list
+}
+
+/** 关闭窗口 */
+const { delView } = useTagsViewStore() // 视图操作
+const { currentRoute } = useRouter() // 路由
+const close = () => {
+  delView(unref(currentRoute))
+}
+
+/** 初始化 */
+const { params } = useRoute()
+onMounted(async () => {
+  if (!params.id) {
+    message.warning('参数错误，回款计划不能为空！')
+    close()
+    return
+  }
+  receivablePlanId.value = params.id as unknown as number
+  await getReceivablePlan(receivablePlanId.value)
+})
+</script>

src/views/crm/receivable/plan/index.vue

@@ -66,11 +66,37 @@
 
   <!-- 列表 -->
   <ContentWrap>
+    <el-tabs v-model="activeName" @tab-click="handleTabClick">
+      <el-tab-pane label="我负责的" name="1" />
+      <el-tab-pane label="下属负责的" name="3" />
+    </el-tabs>
     <el-table v-loading="loading" :data="list" :show-overflow-tooltip="true" :stripe="true">
-      <el-table-column align="center" label="客户名称" prop="customerName" width="150px" />
+      <el-table-column align="center" fixed="left" label="客户名称" prop="customerName" width="150">
+        <template #default="scope">
+          <el-link
+            :underline="false"
+            type="primary"
+            @click="openCustomerDetail(scope.row.customerId)"
+          >
+            {{ scope.row.customerName }}
+          </el-link>
+        </template>
+      </el-table-column>
       <el-table-column align="center" label="合同编号" prop="contractNo" width="200px" />
-      <el-table-column align="center" label="期数" prop="period" />
-      <el-table-column align="center" label="计划回款(元)" prop="price" width="120" />
+      <el-table-column align="center" label="期数" prop="period">
+        <template #default="scope">
+          <el-link :underline="false" type="primary" @click="openDetail(scope.row.id)">
+            {{ scope.row.period }}
+          </el-link>
+        </template>
+      </el-table-column>
+      <el-table-column
+        align="center"
+        label="计划回款金额（元）"
+        prop="price"
+        width="160"
+        :formatter="erpPriceTableColumnFormatter"
+      />
       <el-table-column
         :formatter="dateFormatter2"
         align="center"
@@ -80,27 +106,78 @@
       />
       <el-table-column align="center" label="提前几天提醒" prop="remindDays" width="150" />
       <el-table-column
-        :formatter="dateFormatter2"
         align="center"
         label="提醒日期"
         prop="remindTime"
         width="180px"
+        :formatter="dateFormatter2"
       />
-      <el-table-column label="负责人" prop="ownerUserName" width="120" />
+      <el-table-column align="center" label="回款方式" prop="returnType" width="130px">
+        <template #default="scope">
+          <dict-tag :type="DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE" :value="scope.row.returnType" />
+        </template>
+      </el-table-column>
       <el-table-column align="center" label="备注" prop="remark" />
+      <el-table-column label="负责人" prop="ownerUserName" width="120" />
       <el-table-column
         align="center"
-        fixed="right"
-        label="完成状态"
-        prop="finishStatus"
-        width="130px"
+        label="实际回款金额（元）"
+        prop="receivable.price"
+        width="160"
       >
         <template #default="scope">
-          <dict-tag :type="DICT_TYPE.INFRA_BOOLEAN_STRING" :value="scope.row.finishStatus" />
+          <el-text v-if="scope.row.receivable">
+            {{ erpPriceInputFormatter(scope.row.receivable.price) }}
+          </el-text>
+          <el-text v-else>{{ erpPriceInputFormatter(0) }}</el-text>
         </template>
       </el-table-column>
-      <el-table-column align="center" fixed="right" label="操作" width="130px">
+      <el-table-column
+        align="center"
+        label="实际回款日期"
+        prop="receivable.returnTime"
+        width="180px"
+        :formatter="dateFormatter2"
+      />
+      <el-table-column
+        align="center"
+        label="实际回款金额（元）"
+        prop="receivable.price"
+        width="160"
+      >
         <template #default="scope">
+          <el-text v-if="scope.row.receivable">
+            {{ erpPriceInputFormatter(scope.row.price - scope.row.receivable.price) }}
+          </el-text>
+          <el-text v-else>{{ erpPriceInputFormatter(scope.row.price) }}</el-text>
+        </template>
+      </el-table-column>
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="更新时间"
+        prop="updateTime"
+        width="180px"
+      />
+      <el-table-column
+        :formatter="dateFormatter"
+        align="center"
+        label="创建时间"
+        prop="createTime"
+        width="180px"
+      />
+      <el-table-column align="center" label="创建人" prop="creatorName" width="100px" />
+      <el-table-column align="center" fixed="right" label="操作" width="180px">
+        <template #default="scope">
+          <el-button
+            v-hasPermi="['crm:receivable:create']"
+            link
+            type="success"
+            @click="openReceivableForm(scope.row)"
+            :disabled="scope.row.receivableId"
+          >
+            创建回款
+          </el-button>
           <el-button
             v-hasPermi="['crm:receivable-plan:update']"
             link
@@ -131,16 +208,19 @@
 
   <!-- 表单弹窗：添加/修改 -->
   <ReceivablePlanForm ref="formRef" @success="getList" />
+  <ReceivableForm ref="receivableFormRef" @success="getList" />
 </template>
 
 <script lang="ts" setup>
 import { DICT_TYPE } from '@/utils/dict'
-import { dateFormatter2 } from '@/utils/formatTime'
+import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
 import download from '@/utils/download'
 import * as ReceivablePlanApi from '@/api/crm/receivable/plan'
 import ReceivablePlanForm from './ReceivablePlanForm.vue'
-import * as UserApi from '@/api/system/user'
 import * as CustomerApi from '@/api/crm/customer'
+import { erpPriceInputFormatter, erpPriceTableColumnFormatter } from '@/utils'
+import { TabsPaneContext } from 'element-plus'
+import ReceivableForm from '@/views/crm/receivable/ReceivableForm.vue'
 
 defineOptions({ name: 'ReceivablePlan' })
 
@@ -150,15 +230,23 @@ const { t } = useI18n() // 国际化
 const loading = ref(true) // 列表的加载中
 const total = ref(0) // 列表的总页数
 const list = ref([]) // 列表的数据
-const userList = ref<UserApi.UserVO[]>([]) // 用户列表
 const queryParams = reactive({
   pageNo: 1,
   pageSize: 10,
+  sceneType: '1', // 默认和 activeName 相等
   customerId: undefined,
   contractNo: undefined
 })
 const queryFormRef = ref() // 搜索的表单
 const exportLoading = ref(false) // 导出的加载中
+const activeName = ref('1') // 列表 tab
+const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
+
+/** tab 切换 */
+const handleTabClick = (tab: TabsPaneContext) => {
+  queryParams.sceneType = tab.paneName
+  handleQuery()
+}
 
 /** 查询列表 */
 const getList = async () => {
@@ -190,6 +278,12 @@ const openForm = (type: string, id?: number) => {
   formRef.value.open(type, id)
 }
 
+/** 创建回款操作 */
+const receivableFormRef = ref()
+const openReceivableForm = (row: ReceivablePlanApi.ReceivablePlanVO) => {
+  receivableFormRef.value.open('create', undefined, row)
+}
+
 /** 删除按钮操作 */
 const handleDelete = async (id: number) => {
   try {
@@ -217,12 +311,21 @@ const handleExport = async () => {
     exportLoading.value = false
   }
 }
-const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
+
+/** 打开详情 */
+const { push } = useRouter()
+const openDetail = (id: number) => {
+  push({ name: 'CrmReceivablePlanDetail', params: { id } })
+}
+
+/** 打开客户详情 */
+const openCustomerDetail = (id: number) => {
+  push({ name: 'CrmCustomerDetail', params: { id } })
+}
+
 /** 初始化 **/
 onMounted(async () => {
   await getList()
-  // 获取用户列表
-  userList.value = await UserApi.getSimpleUserList()
   // 获得客户列表
   customerList.value = await CustomerApi.getCustomerSimpleList()
 })