CRM：完善回款计划

src/api/crm/contract/index.ts

@@ -65,6 +65,13 @@ export const getContract = async (id: number) => {
   return await request.get({ url: `/crm/contract/get?id=` + id })
 }
 
+// 查询 CRM 合同下拉列表
+export const getCrmContractSimpleListByCustomerId = async (customerId: number) => {
+  return await request.get({
+    url: `/crm/contract/list-all-simple-by-customer?customerId=${customerId}`
+  })
+}
+
 // 新增 CRM 合同
 export const createContract = async (data: ContractVO) => {
   return await request.post({ url: `/crm/contract/create`, data })

src/api/crm/customer/index.ts

@@ -90,6 +90,11 @@ export const importCustomerTemplate = () => {
   return request.download({ url: '/crm/customer/get-import-template' })
 }
 
+// 导入客户
+export const handleImport = async (formData) => {
+  return await request.upload({ url: `/crm/customer/import`, data: formData })
+}
+
 // 客户列表
 export const getCustomerSimpleList = async () => {
   return await request.get({ url: `/crm/customer/simple-list` })

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

@@ -4,8 +4,7 @@ export interface ReceivablePlanVO {
   id: number
   period: number
   receivableId: number
-  status: number
-  checkStatus: string
+  finishStatus: number
   processInstanceId: number
   price: number
   returnTime: Date
@@ -14,7 +13,6 @@ export interface ReceivablePlanVO {
   customerId: number
   contractId: number
   ownerUserId: number
-  sort: number
   remark: string
 }
 

src/views/crm/customer/CustomerImportForm.vue

@@ -4,7 +4,6 @@
     <el-upload
       ref="uploadRef"
       v-model:file-list="fileList"
-      :action="importUrl + '?updateSupport=' + updateSupport"
       :auto-upload="false"
       :disabled="formLoading"
       :headers="uploadHeaders"
@@ -13,6 +12,7 @@
       :on-exceed="handleExceed"
       :on-success="submitFormSuccess"
       accept=".xlsx, .xls"
+      action="none"
       drag
     >
       <Icon icon="ep:upload" />
@@ -45,6 +45,7 @@
 import * as CustomerApi from '@/api/crm/customer'
 import { getAccessToken, getTenantId } from '@/utils/auth'
 import download from '@/utils/download'
+import type { UploadUserFile } from 'element-plus'
 
 defineOptions({ name: 'SystemUserImportForm' })
 
@@ -53,11 +54,9 @@ const message = useMessage() // 消息弹窗
 const dialogVisible = ref(false) // 弹窗的是否展示
 const formLoading = ref(false) // 表单的加载中
 const uploadRef = ref()
-const importUrl =
-  import.meta.env.VITE_BASE_URL + import.meta.env.VITE_API_URL + '/crm/customer/import'
 const uploadHeaders = ref() // 上传 Header 头
-const fileList = ref([]) // 文件列表
-const updateSupport = ref(0) // 是否更新已经存在的客户数据
+const fileList = ref<UploadUserFile[]>([]) // 文件列表
+const updateSupport = ref(false) // 是否更新已经存在的客户数据
 
 /** 打开弹窗 */
 const open = () => {
@@ -79,7 +78,10 @@ const submitForm = async () => {
     'tenant-id': getTenantId()
   }
   formLoading.value = true
-  uploadRef.value!.submit()
+  const formData = new FormData()
+  formData.append('updateSupport', updateSupport.value)
+  formData.append('file', fileList.value[0].raw)
+  await CustomerApi.handleImport(formData)
 }
 
 /** 文件上传成功 */

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

@@ -2,49 +2,63 @@
   <ContentWrap>
     <!-- 搜索工作栏 -->
     <el-form
-      class="-mb-15px"
-      :model="queryParams"
       ref="queryFormRef"
       :inline="true"
+      :model="queryParams"
+      class="-mb-15px"
       label-width="68px"
     >
       <el-form-item label="客户" prop="customerId">
-        <el-input
+        <el-select
           v-model="queryParams.customerId"
-          placeholder="请输入客户"
-          clearable
-          @keyup.enter="handleQuery"
           class="!w-240px"
-        />
+          placeholder="请选择客户"
+          @keyup.enter="handleQuery"
+        >
+          <el-option
+            v-for="item in customerList"
+            :key="item.id"
+            :label="item.name"
+            :value="item.id"
+          />
+        </el-select>
       </el-form-item>
-      <el-form-item label="合同" prop="contractId">
+      <el-form-item label="合同编号" prop="contractNo">
         <el-input
-          v-model="queryParams.contractId"
-          placeholder="请输入合同"
+          v-model="queryParams.contractNo"
+          class="!w-240px"
           clearable
+          placeholder="请输入合同编号"
           @keyup.enter="handleQuery"
-          class="!w-240px"
         />
       </el-form-item>
       <el-form-item>
-        <el-button @click="handleQuery"><Icon icon="ep:search" class="mr-5px" /> 搜索</el-button>
-        <el-button @click="resetQuery"><Icon icon="ep:refresh" class="mr-5px" /> 重置</el-button>
+        <el-button @click="handleQuery">
+          <Icon class="mr-5px" icon="ep:search" />
+          搜索
+        </el-button>
+        <el-button @click="resetQuery">
+          <Icon class="mr-5px" icon="ep:refresh" />
+          重置
+        </el-button>
         <el-button
-          type="primary"
+          v-hasPermi="['crm:receivable-plan:create']"
           plain
+          type="primary"
           @click="openForm('create')"
-          v-hasPermi="['crm:receivable-plan:create']"
         >
-          <Icon icon="ep:plus" class="mr-5px" /> 新增
+          <Icon class="mr-5px" icon="ep:plus" />
+          新增
         </el-button>
         <el-button
-          type="success"
+          v-hasPermi="['crm:receivable-plan:export']"
+          :loading="exportLoading"
           plain
+          type="success"
           @click="handleExport"
-          :loading="exportLoading"
-          v-hasPermi="['crm:receivable-plan:export']"
         >
-          <Icon icon="ep:download" class="mr-5px" /> 导出
+          <Icon class="mr-5px" icon="ep:download" />
+          导出
         </el-button>
       </el-form-item>
     </el-form>
@@ -52,68 +66,58 @@
 
   <!-- 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="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 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" 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" prop="price" />
       <el-table-column
-        label="计划回款日期"
+        :formatter="dateFormatter2"
         align="center"
+        label="计划回款日期"
         prop="returnTime"
-        :formatter="dateFormatter2"
         width="180px"
       />
-      <el-table-column label="提前几天提醒" align="center" prop="remindDays" />
-      <!--<el-table-column
-        label="提醒日期"
+      <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"
-        :formatter="dateFormatter"
         width="180px"
-      />-->
-      <!--<el-table-column label="回款ID" align="center" prop="receivableId" />-->
-      <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">
+      />
+      <el-table-column label="负责人" prop="ownerUserId" 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 align="center" label="备注" prop="remark" />
       <el-table-column
-        label="创建时间"
         align="center"
-        prop="createTime"
-        :formatter="dateFormatter"
-        width="180px"
-      />
-      <el-table-column label="操作" align="center" width="130px">
+        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="130px">
         <template #default="scope">
           <el-button
+            v-hasPermi="['crm:receivable-plan:update']"
             link
             type="primary"
             @click="openForm('update', scope.row.id)"
-            v-hasPermi="['crm:receivable-plan:update']"
           >
             编辑
           </el-button>
           <el-button
+            v-hasPermi="['crm:receivable-plan:delete']"
             link
             type="danger"
             @click="handleDelete(scope.row.id)"
-            v-hasPermi="['crm:receivable-plan:delete']"
           >
             删除
           </el-button>
@@ -122,9 +126,9 @@
     </el-table>
     <!-- 分页 -->
     <Pagination
-      :total="total"
-      v-model:page="queryParams.pageNo"
       v-model:limit="queryParams.pageSize"
+      v-model:page="queryParams.pageNo"
+      :total="total"
       @pagination="getList"
     />
   </ContentWrap>
@@ -133,13 +137,14 @@
   <ReceivablePlanForm ref="formRef" @success="getList" />
 </template>
 
-<script setup lang="ts">
+<script lang="ts" setup>
 import { DICT_TYPE } from '@/utils/dict'
-import { dateFormatter, dateFormatter2 } from '@/utils/formatTime'
+import { 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'
 
 defineOptions({ name: 'ReceivablePlan' })
 
@@ -153,8 +158,8 @@ const userList = ref<UserApi.UserVO[]>([]) // 用户列表
 const queryParams = reactive({
   pageNo: 1,
   pageSize: 10,
-  customerId: null,
-  contractId: null
+  customerId: undefined,
+  contractNo: undefined
 })
 const queryFormRef = ref() // 搜索的表单
 const exportLoading = ref(false) // 导出的加载中
@@ -216,11 +221,13 @@ const handleExport = async () => {
     exportLoading.value = false
   }
 }
-
+const customerList = ref<CustomerApi.CustomerVO[]>([]) // 客户列表
 /** 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()
 })
 </script>