feat：【ele】【crm】receivable 迁移的初始化

apps/web-ele/src/router/routes/modules/crm.ts

@@ -47,24 +47,24 @@ const routes: RouteRecordRaw[] = [
       //   },
       //   component: () => import('#/views/crm/contract/detail/index.vue'),
       // },
-      // {
+      {
-      //   path: 'receivable-plan/detail/:id',
+        path: 'receivable-plan/detail/:id',
-      //   name: 'CrmReceivablePlanDetail',
+        name: 'CrmReceivablePlanDetail',
-      //   meta: {
+        meta: {
-      //     title: '回款计划详情',
+          title: '回款计划详情',
-      //     activePath: '/crm/receivable-plan',
+          activePath: '/crm/receivable-plan',
-      //   },
+        },
-      //   component: () => import('#/views/crm/receivable/plan/detail/index.vue'),
+        component: () => import('#/views/crm/receivable/plan/detail/index.vue'),
-      // },
+      },
-      // {
+      {
-      //   path: 'receivable/detail/:id',
+        path: 'receivable/detail/:id',
-      //   name: 'CrmReceivableDetail',
+        name: 'CrmReceivableDetail',
-      //   meta: {
+        meta: {
-      //     title: '回款详情',
+          title: '回款详情',
-      //     activePath: '/crm/receivable',
+          activePath: '/crm/receivable',
-      //   },
+        },
-      //   component: () => import('#/views/crm/receivable/detail/index.vue'),
+        component: () => import('#/views/crm/receivable/detail/index.vue'),
-      // },
+      },
       // {
       //   path: 'contact/detail/:id',
       //   name: 'CrmContactDetail',

apps/web-ele/src/views/crm/receivable/components/data.ts

@@ -0,0 +1,73 @@
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { DICT_TYPE } from '@vben/constants';
+
+/** 详情列表的字段 */
+export function useDetailListColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      title: '回款编号',
+      field: 'no',
+      minWidth: 150,
+      fixed: 'left',
+    },
+    {
+      title: '客户名称',
+      field: 'customerName',
+      minWidth: 150,
+    },
+    {
+      title: '合同编号',
+      field: 'contract.no',
+      minWidth: 150,
+    },
+    {
+      title: '回款日期',
+      field: 'returnTime',
+      minWidth: 150,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '回款金额（元）',
+      field: 'price',
+      minWidth: 150,
+      formatter: 'formatAmount2',
+    },
+    {
+      title: '回款方式',
+      field: 'returnType',
+      minWidth: 150,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
+      },
+    },
+    {
+      title: '负责人',
+      field: 'ownerUserName',
+      minWidth: 150,
+    },
+    {
+      title: '备注',
+      field: 'remark',
+      minWidth: 150,
+    },
+    {
+      title: '回款状态',
+      field: 'auditStatus',
+      minWidth: 100,
+      fixed: 'right',
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
+      },
+    },
+    {
+      title: '操作',
+      field: 'actions',
+      width: 130,
+      fixed: 'right',
+      slots: { default: 'actions' },
+    },
+  ];
+}

apps/web-ele/src/views/crm/receivable/components/detail-list.vue

@@ -0,0 +1,144 @@
+<!-- 回款列表：用于【客户】【合同】详情中，展示它们关联的回款列表 -->
+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmReceivableApi } from '#/api/crm/receivable';
+
+import { useVbenModal } from '@vben/common-ui';
+
+import { ElLoading, ElMessage } from 'element-plus';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteReceivable,
+  getReceivablePageByCustomer,
+} from '#/api/crm/receivable';
+import { $t } from '#/locales';
+
+import Form from '../modules/form.vue';
+import { useDetailListColumns } from './data';
+
+const props = defineProps<{
+  contractId?: number; // 合同编号
+  customerId?: number; // 客户编号
+}>();
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+/** 刷新表格 */
+function handleRefresh() {
+  gridApi.query();
+}
+
+/** 创建回款 */
+function handleCreate() {
+  formModalApi
+    .setData({
+      contractId: props.contractId,
+      customerId: props.customerId,
+    })
+    .open();
+}
+
+/** 编辑回款 */
+function handleEdit(row: CrmReceivableApi.Receivable) {
+  formModalApi.setData({ receivable: row }).open();
+}
+
+/** 删除回款 */
+async function handleDelete(row: CrmReceivableApi.Receivable) {
+  const loadingInstance = ElLoading.service({
+    text: $t('ui.actionMessage.deleting', [row.no]),
+  });
+  try {
+    await deleteReceivable(row.id!);
+    ElMessage.success($t('ui.actionMessage.deleteSuccess', [row.no]));
+    handleRefresh();
+  } finally {
+    loadingInstance.close();
+  }
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useDetailListColumns(),
+    height: 500,
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }) => {
+          const queryParams: CrmReceivableApi.ReceivablePageParam = {
+            pageNo: page.currentPage,
+            pageSize: page.pageSize,
+          };
+          if (props.customerId && !props.contractId) {
+            queryParams.customerId = props.customerId;
+          } else if (props.customerId && props.contractId) {
+            // 如果是合同的话客户编号也需要带上因为权限基于客户
+            queryParams.customerId = props.customerId;
+            queryParams.contractId = props.contractId;
+          }
+          return await getReceivablePageByCustomer(queryParams);
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      refresh: true,
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmReceivableApi.Receivable>,
+});
+</script>
+
+<template>
+  <div>
+    <FormModal @success="handleRefresh" />
+    <Grid>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['回款']),
+              type: 'primary',
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:receivable:create'],
+              onClick: handleCreate,
+            },
+          ]"
+        />
+      </template>
+      <template #actions="{ row }">
+        <TableAction
+          :actions="[
+            {
+              label: $t('common.edit'),
+              type: 'primary',
+              link: true,
+              icon: ACTION_ICON.EDIT,
+              auth: ['crm:receivable:update'],
+              onClick: handleEdit.bind(null, row),
+              ifShow: row.auditStatus === 0,
+            },
+            {
+              label: $t('common.delete'),
+              type: 'danger',
+              link: true,
+              icon: ACTION_ICON.DELETE,
+              auth: ['crm:receivable:delete'],
+              popConfirm: {
+                title: $t('ui.actionMessage.deleteConfirm', [row.no]),
+                confirm: handleDelete.bind(null, row),
+              },
+            },
+          ]"
+        />
+      </template>
+    </Grid>
+  </div>
+</template>

apps/web-ele/src/views/crm/receivable/components/index.ts

@@ -0,0 +1 @@
+export { default as ReceivableDetailsList } from './detail-list.vue';

apps/web-ele/src/views/crm/receivable/data.ts

@@ -0,0 +1,300 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
+import { useUserStore } from '@vben/stores';
+
+import { getContractSimpleList } from '#/api/crm/contract';
+import { getCustomerSimpleList } from '#/api/crm/customer';
+import {
+  getReceivablePlan,
+  getReceivablePlanSimpleList,
+} from '#/api/crm/receivable/plan';
+import { getSimpleUserList } from '#/api/system/user';
+
+/** 新增/修改的表单 */
+export function useFormSchema(): VbenFormSchema[] {
+  const userStore = useUserStore();
+  return [
+    {
+      fieldName: 'id',
+      component: 'Input',
+      dependencies: {
+        triggerFields: [''],
+        show: () => false,
+      },
+    },
+    {
+      fieldName: 'no',
+      label: '回款编号',
+      component: 'Input',
+      componentProps: {
+        placeholder: '保存时自动生成',
+        disabled: true,
+      },
+    },
+    {
+      fieldName: 'ownerUserId',
+      label: '负责人',
+      component: 'ApiSelect',
+      rules: 'required',
+      dependencies: {
+        triggerFields: ['id'],
+        disabled: (values) => values.id,
+      },
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+        placeholder: '请选择负责人',
+        allowClear: true,
+      },
+      defaultValue: userStore.userInfo?.id,
+    },
+    {
+      fieldName: 'customerId',
+      label: '客户名称',
+      component: 'ApiSelect',
+      rules: 'required',
+      componentProps: {
+        api: getCustomerSimpleList,
+        labelField: 'name',
+        valueField: 'id',
+        placeholder: '请选择客户',
+      },
+      dependencies: {
+        triggerFields: ['id'],
+        disabled: (values) => values.id,
+      },
+    },
+    {
+      fieldName: 'contractId',
+      label: '合同名称',
+      component: 'Select',
+      rules: 'required',
+      dependencies: {
+        triggerFields: ['customerId'],
+        disabled: (values) => !values.customerId || values.id,
+        async componentProps(values) {
+          if (values.customerId) {
+            if (!values.id) {
+              // 特殊：只有在【新增】时，才清空合同编号
+              values.contractId = undefined;
+            }
+            const contracts = await getContractSimpleList(values.customerId);
+            return {
+              options: contracts.map((item) => ({
+                label: item.name,
+                value: item.id,
+              })),
+              placeholder: '请选择合同',
+            } as any;
+          }
+        },
+      },
+    },
+    {
+      fieldName: 'planId',
+      label: '回款期数',
+      component: 'Select',
+      rules: 'required',
+      dependencies: {
+        triggerFields: ['contractId'],
+        disabled: (values) => !values.contractId,
+        async componentProps(values) {
+          if (values.contractId) {
+            values.planId = undefined;
+            const plans = await getReceivablePlanSimpleList(
+              values.customerId,
+              values.contractId,
+            );
+            return {
+              options: plans.map((item) => ({
+                label: item.period,
+                value: item.id,
+              })),
+              placeholder: '请选择回款期数',
+              onChange: async (value: any) => {
+                const plan = await getReceivablePlan(value);
+                values.returnTime = plan?.returnTime;
+                values.price = plan?.price;
+                values.returnType = plan?.returnType;
+              },
+            } as any;
+          }
+        },
+      },
+    },
+    {
+      fieldName: 'returnType',
+      label: '回款方式',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE, 'number'),
+        placeholder: '请选择回款方式',
+      },
+    },
+    {
+      fieldName: 'price',
+      label: '回款金额',
+      component: 'InputNumber',
+      rules: 'required',
+      componentProps: {
+        placeholder: '请输入回款金额',
+        min: 0,
+        precision: 2,
+        controlsPosition: 'right',
+        class: '!w-full',
+      },
+    },
+    {
+      fieldName: 'returnTime',
+      label: '回款日期',
+      component: 'DatePicker',
+      rules: 'required',
+      componentProps: {
+        placeholder: '请选择回款日期',
+        valueFormat: 'x',
+        format: 'YYYY-MM-DD',
+      },
+    },
+    {
+      fieldName: 'remark',
+      label: '备注',
+      component: 'Textarea',
+      componentProps: {
+        placeholder: '请输入备注',
+        rows: 4,
+      },
+      formItemClass: 'md:col-span-2',
+    },
+  ];
+}
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'no',
+      label: '回款编号',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入回款编号',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'customerId',
+      label: '客户',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getCustomerSimpleList,
+        labelField: 'name',
+        valueField: 'id',
+        placeholder: '请选择客户',
+        allowClear: true,
+      },
+    },
+  ];
+}
+
+export function useGridColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      title: '回款编号',
+      field: 'no',
+      minWidth: 160,
+      fixed: 'left',
+      slots: { default: 'no' },
+    },
+    {
+      title: '客户名称',
+      field: 'customerName',
+      minWidth: 150,
+      slots: { default: 'customerName' },
+    },
+    {
+      title: '合同编号',
+      field: 'contract',
+      minWidth: 160,
+      slots: { default: 'contractNo' },
+    },
+    {
+      title: '回款日期',
+      field: 'returnTime',
+      minWidth: 150,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '回款金额（元）',
+      field: 'price',
+      minWidth: 150,
+      formatter: 'formatAmount2',
+    },
+    {
+      title: '回款方式',
+      field: 'returnType',
+      minWidth: 150,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
+      },
+    },
+    {
+      title: '备注',
+      field: 'remark',
+      minWidth: 150,
+    },
+    {
+      title: '合同金额（元）',
+      field: 'contract.totalPrice',
+      minWidth: 150,
+      formatter: 'formatAmount2',
+    },
+    {
+      title: '负责人',
+      field: 'ownerUserName',
+      minWidth: 150,
+    },
+    {
+      title: '所属部门',
+      field: 'ownerUserDeptName',
+      minWidth: 150,
+    },
+    {
+      title: '更新时间',
+      field: 'updateTime',
+      minWidth: 150,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '创建时间',
+      field: 'createTime',
+      minWidth: 150,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '创建人',
+      field: 'creatorName',
+      minWidth: 150,
+    },
+    {
+      title: '回款状态',
+      field: 'auditStatus',
+      minWidth: 100,
+      fixed: 'right',
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_AUDIT_STATUS },
+      },
+    },
+    {
+      title: '操作',
+      field: 'actions',
+      minWidth: 200,
+      fixed: 'right',
+      slots: { default: 'actions' },
+    },
+  ];
+}

apps/web-ele/src/views/crm/receivable/detail/data.ts

@@ -0,0 +1,105 @@
+import type { DescriptionItemSchema } from '#/components/description';
+
+import { h } from 'vue';
+
+import { DICT_TYPE } from '@vben/constants';
+import { erpPriceInputFormatter, formatDateTime } from '@vben/utils';
+
+import { DictTag } from '#/components/dict-tag';
+
+/** 详情页的字段 */
+export function useDetailSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'customerName',
+      label: '客户名称',
+    },
+    {
+      field: 'totalPrice',
+      label: '合同金额（元）',
+      render: (val, data) =>
+        erpPriceInputFormatter(val ?? data?.contract?.totalPrice ?? 0),
+    },
+    {
+      field: 'returnTime',
+      label: '回款日期',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'price',
+      label: '回款金额（元）',
+      render: (val) => erpPriceInputFormatter(val),
+    },
+    {
+      field: 'ownerUserName',
+      label: '负责人',
+    },
+  ];
+}
+
+/** 详情页的基础字段 */
+export function useDetailBaseSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'no',
+      label: '回款编号',
+    },
+    {
+      field: 'customerName',
+      label: '客户名称',
+    },
+    {
+      field: 'contract',
+      label: '合同编号',
+      render: (val, data) =>
+        val && data?.contract?.no ? data?.contract?.no : '',
+    },
+    {
+      field: 'returnTime',
+      label: '回款日期',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'price',
+      label: '回款金额',
+      render: (val) => erpPriceInputFormatter(val),
+    },
+    {
+      field: 'returnType',
+      label: '回款方式',
+      render: (val) =>
+        h(DictTag, {
+          type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE,
+          value: val,
+        }),
+    },
+    {
+      field: 'remark',
+      label: '备注',
+    },
+  ];
+}
+
+/** 系统信息字段 */
+export function useDetailSystemSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'ownerUserName',
+      label: '负责人',
+    },
+    {
+      field: 'creatorName',
+      label: '创建人',
+    },
+    {
+      field: 'createTime',
+      label: '创建时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'updateTime',
+      label: '更新时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+  ];
+}

apps/web-ele/src/views/crm/receivable/detail/index.vue

@@ -0,0 +1,133 @@
+<script setup lang="ts">
+import type { CrmReceivableApi } from '#/api/crm/receivable';
+import type { SystemOperateLogApi } from '#/api/system/operate-log';
+
+import { onMounted, ref } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
+
+import { Page, useVbenModal } from '@vben/common-ui';
+import { useTabs } from '@vben/hooks';
+
+import { ElCard, ElTabPane, ElTabs } from 'element-plus';
+
+import { getOperateLogPage } from '#/api/crm/operateLog';
+import { BizTypeEnum } from '#/api/crm/permission';
+import { getReceivable } from '#/api/crm/receivable';
+import { useDescription } from '#/components/description';
+import { OperateLog } from '#/components/operate-log';
+import { ACTION_ICON, TableAction } from '#/components/table-action';
+import { $t } from '#/locales';
+import { PermissionList } from '#/views/crm/permission';
+
+import ReceivableForm from '../modules/form.vue';
+import { useDetailSchema } from './data';
+import Info from './modules/info.vue';
+
+const props = defineProps<{ id?: number }>();
+
+const route = useRoute();
+const router = useRouter();
+const tabs = useTabs();
+
+const loading = ref(false); // 加载中
+const receivableId = ref(0); // 回款编号
+const receivable = ref<CrmReceivableApi.Receivable>(
+  {} as CrmReceivableApi.Receivable,
+); // 回款详情
+const activeTabName = ref('1'); // 选中 Tab 名
+const logList = ref<SystemOperateLogApi.OperateLog[]>([]); // 操作日志
+const permissionListRef = ref<InstanceType<typeof PermissionList>>(); // 团队成员列表 Ref
+
+const [Descriptions] = useDescription({
+  border: false,
+  column: 4,
+  class: 'mx-4',
+  schema: useDetailSchema(),
+});
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: ReceivableForm,
+  destroyOnClose: true,
+});
+
+/** 加载回款详情 */
+async function loadReceivableDetail() {
+  loading.value = true;
+  try {
+    receivable.value = await getReceivable(receivableId.value);
+    // 操作日志
+    const res = await getOperateLogPage({
+      bizType: BizTypeEnum.CRM_RECEIVABLE,
+      bizId: receivableId.value,
+    });
+    logList.value = res.list;
+  } finally {
+    loading.value = false;
+  }
+}
+
+/** 返回列表页 */
+function handleBack() {
+  tabs.closeCurrentTab();
+  router.push({ name: 'CrmReceivable' });
+}
+
+/** 编辑收款 */
+function handleEdit() {
+  formModalApi.setData({ receivable: { id: receivableId.value } }).open();
+}
+
+/** 加载数据 */
+onMounted(() => {
+  receivableId.value = Number(props.id || route.params.id);
+  loadReceivableDetail();
+});
+</script>
+
+<template>
+  <Page auto-content-height :title="receivable?.no" :loading="loading">
+    <FormModal @success="loadReceivableDetail" />
+    <template #extra>
+      <TableAction
+        :actions="[
+          {
+            label: '返回',
+            type: 'default',
+            icon: 'lucide:arrow-left',
+            onClick: handleBack,
+          },
+          {
+            label: $t('ui.actionTitle.edit'),
+            type: 'primary',
+            icon: ACTION_ICON.EDIT,
+            auth: ['crm:receivable:update'],
+            ifShow: permissionListRef?.validateWrite,
+            onClick: handleEdit,
+          },
+        ]"
+      />
+    </template>
+    <ElCard class="min-h-[10%]">
+      <Descriptions :data="receivable" />
+    </ElCard>
+    <ElCard class="mt-4 min-h-[60%]">
+      <ElTabs v-model:model-value="activeTabName">
+        <ElTabPane label="详细资料" name="1" :lazy="false">
+          <Info :receivable="receivable" />
+        </ElTabPane>
+        <ElTabPane label="操作日志" name="2" :lazy="false">
+          <OperateLog :log-list="logList" />
+        </ElTabPane>
+        <ElTabPane label="团队成员" name="3" :lazy="false">
+          <PermissionList
+            ref="permissionListRef"
+            :biz-id="receivableId"
+            :biz-type="BizTypeEnum.CRM_RECEIVABLE"
+            :show-action="true"
+            @quit-team="handleBack"
+          />
+        </ElTabPane>
+      </ElTabs>
+    </ElCard>
+  </Page>
+</template>

apps/web-ele/src/views/crm/receivable/detail/modules/info.vue

@@ -0,0 +1,37 @@
+<script lang="ts" setup>
+import type { CrmReceivableApi } from '#/api/crm/receivable';
+
+import { ElDivider } from 'element-plus';
+
+import { useDescription } from '#/components/description';
+
+import { useDetailBaseSchema, useDetailSystemSchema } from '../data';
+
+defineProps<{
+  receivable: CrmReceivableApi.Receivable; // 收款信息
+}>();
+
+const [BaseDescriptions] = useDescription({
+  title: '基本信息',
+  border: false,
+  column: 4,
+  class: 'mx-4',
+  schema: useDetailBaseSchema(),
+});
+
+const [SystemDescriptions] = useDescription({
+  title: '系统信息',
+  border: false,
+  column: 3,
+  class: 'mx-4',
+  schema: useDetailSystemSchema(),
+});
+</script>
+
+<template>
+  <div class="p-4">
+    <BaseDescriptions :data="receivable" />
+    <ElDivider />
+    <SystemDescriptions :data="receivable" />
+  </div>
+</template>

apps/web-ele/src/views/crm/receivable/index.vue

@@ -0,0 +1,253 @@
+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmReceivableApi } from '#/api/crm/receivable';
+
+import { ref } from 'vue';
+import { useRouter } from 'vue-router';
+
+import { DocAlert, Page, useVbenModal } from '@vben/common-ui';
+import { downloadFileFromBlobPart } from '@vben/utils';
+
+import { ElButton, ElLoading, ElMessage, ElTabPane, ElTabs } from 'element-plus';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteReceivable,
+  exportReceivable,
+  getReceivablePage,
+  submitReceivable,
+} from '#/api/crm/receivable';
+import { $t } from '#/locales';
+
+import { useGridColumns, useGridFormSchema } from './data';
+import Form from './modules/form.vue';
+
+const { push } = useRouter();
+const sceneType = ref('1');
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+/** 刷新表格 */
+function handleRefresh() {
+  gridApi.query();
+}
+
+/** 处理场景类型的切换 */
+function handleChangeSceneType(key: number | string) {
+  sceneType.value = key.toString();
+  gridApi.query();
+}
+
+/** 导出表格 */
+async function handleExport() {
+  const formValues = await gridApi.formApi.getValues();
+  const data = await exportReceivable({
+    sceneType: sceneType.value,
+    ...formValues,
+  });
+  downloadFileFromBlobPart({ fileName: '回款.xls', source: data });
+}
+
+/** 创建回款 */
+function handleCreate() {
+  formModalApi.setData(null).open();
+}
+
+/** 编辑回款 */
+function handleEdit(row: CrmReceivableApi.Receivable) {
+  formModalApi.setData({ receivable: row }).open();
+}
+
+/** 删除回款 */
+async function handleDelete(row: CrmReceivableApi.Receivable) {
+  const loadingInstance = ElLoading.service({
+    text: $t('ui.actionMessage.deleting', [row.no]),
+  });
+  try {
+    await deleteReceivable(row.id!);
+    ElMessage.success($t('ui.actionMessage.deleteSuccess', [row.no]));
+    handleRefresh();
+  } finally {
+    loadingInstance.close();
+  }
+}
+
+/** 提交审核 */
+async function handleSubmit(row: CrmReceivableApi.Receivable) {
+  const loadingInstance = ElLoading.service({
+    text: '提交审核中...',
+  });
+  try {
+    await submitReceivable(row.id!);
+    ElMessage.success('提交审核成功');
+    handleRefresh();
+  } finally {
+    loadingInstance.close();
+  }
+}
+
+/** 查看回款详情 */
+function handleDetail(row: CrmReceivableApi.Receivable) {
+  push({ name: 'CrmReceivableDetail', params: { id: row.id } });
+}
+
+/** 查看客户详情 */
+function handleCustomerDetail(row: CrmReceivableApi.Receivable) {
+  push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
+}
+
+/** 查看合同详情 */
+function handleContractDetail(row: CrmReceivableApi.Receivable) {
+  push({ name: 'CrmContractDetail', params: { id: row.contractId } });
+}
+
+/** 查看审批详情 */
+function handleProcessDetail(row: CrmReceivableApi.Receivable) {
+  push({
+    name: 'BpmProcessInstanceDetail',
+    query: { id: row.processInstanceId },
+  });
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  formOptions: {
+    schema: useGridFormSchema(),
+  },
+  gridOptions: {
+    columns: useGridColumns(),
+    height: 'auto',
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }, formValues) => {
+          return await getReceivablePage({
+            pageNo: page.currentPage,
+            pageSize: page.pageSize,
+            sceneType: sceneType.value,
+            ...formValues,
+          });
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      refresh: true,
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmReceivableApi.Receivable>,
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <template #doc>
+      <DocAlert
+        title="【回款】回款管理、回款计划"
+        url="https://doc.iocoder.cn/crm/receivable/"
+      />
+      <DocAlert
+        title="【通用】数据权限"
+        url="https://doc.iocoder.cn/crm/permission/"
+      />
+    </template>
+
+    <FormModal @success="handleRefresh" />
+    <Grid>
+      <template #toolbar-actions>
+        <ElTabs v-model:model-value="sceneType" class="w-full" @tab-change="handleChangeSceneType">
+          <ElTabPane label="我负责的" name="1" />
+          <ElTabPane label="我参与的" name="2" />
+          <ElTabPane label="下属负责的" name="3" />
+        </ElTabs>
+      </template>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['回款']),
+              type: 'primary',
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:receivable:create'],
+              onClick: handleCreate,
+            },
+            {
+              label: $t('ui.actionTitle.export'),
+              type: 'primary',
+              icon: ACTION_ICON.DOWNLOAD,
+              auth: ['crm:receivable:export'],
+              onClick: handleExport,
+            },
+          ]"
+        />
+      </template>
+      <template #no="{ row }">
+        <ElButton type="primary" link @click="handleDetail(row)">
+          {{ row.no }}
+        </ElButton>
+      </template>
+      <template #customerName="{ row }">
+        <ElButton type="primary" link @click="handleCustomerDetail(row)">
+          {{ row.customerName }}
+        </ElButton>
+      </template>
+      <template #contractNo="{ row }">
+        <ElButton
+          v-if="row.contract"
+          type="primary"
+          link
+          @click="handleContractDetail(row)"
+        >
+          {{ row.contract.no }}
+        </ElButton>
+        <span v-else>--</span>
+      </template>
+      <template #actions="{ row }">
+        <TableAction
+          :actions="[
+            {
+              label: $t('common.edit'),
+              type: 'primary',
+              link: true,
+              icon: ACTION_ICON.EDIT,
+              auth: ['crm:receivable:update'],
+              onClick: handleEdit.bind(null, row),
+            },
+            {
+              label: '提交审核',
+              type: 'primary',
+              link: true,
+              auth: ['crm:receivable:update'],
+              onClick: handleSubmit.bind(null, row),
+              ifShow: row.auditStatus === 0,
+            },
+            {
+              label: '查看审批',
+              type: 'primary',
+              link: true,
+              auth: ['crm:receivable:update'],
+              onClick: handleProcessDetail.bind(null, row),
+              ifShow: row.auditStatus !== 0,
+            },
+            {
+              label: $t('common.delete'),
+              type: 'danger',
+              link: true,
+              icon: ACTION_ICON.DELETE,
+              auth: ['crm:receivable:delete'],
+              popConfirm: {
+                title: $t('ui.actionMessage.deleteConfirm', [row.no]),
+                confirm: handleDelete.bind(null, row),
+              },
+            },
+          ]"
+        />
+      </template>
+    </Grid>
+  </Page>
+</template>

apps/web-ele/src/views/crm/receivable/modules/form.vue

@@ -0,0 +1,102 @@
+<script lang="ts" setup>
+import type { CrmReceivableApi } from '#/api/crm/receivable';
+
+import { computed, ref } from 'vue';
+
+import { useVbenForm, useVbenModal } from '@vben/common-ui';
+
+import { ElMessage } from 'element-plus';
+
+import {
+  createReceivable,
+  getReceivable,
+  updateReceivable,
+} from '#/api/crm/receivable';
+import { $t } from '#/locales';
+
+import { useFormSchema } from '../data';
+
+const emit = defineEmits(['success']);
+const formData = ref<CrmReceivableApi.Receivable>();
+const getTitle = computed(() => {
+  return formData.value?.id
+    ? $t('ui.actionTitle.edit', ['回款'])
+    : $t('ui.actionTitle.create', ['回款']);
+});
+
+const [Form, formApi] = useVbenForm({
+  commonConfig: {
+    componentProps: {
+      class: 'w-full',
+    },
+  },
+  wrapperClass: 'grid-cols-2',
+  layout: 'horizontal',
+  schema: useFormSchema(),
+  showDefaultActions: false,
+});
+
+const [Modal, modalApi] = useVbenModal({
+  async onConfirm() {
+    const { valid } = await formApi.validate();
+    if (!valid) {
+      return;
+    }
+    modalApi.lock();
+    // 提交表单
+    const data = (await formApi.getValues()) as CrmReceivableApi.Receivable;
+    try {
+      await (formData.value?.id
+        ? updateReceivable(data)
+        : createReceivable(data));
+      // 关闭并提示
+      await modalApi.close();
+      emit('success');
+      ElMessage.success($t('ui.actionMessage.operationSuccess'));
+    } finally {
+      modalApi.unlock();
+    }
+  },
+  async onOpenChange(isOpen: boolean) {
+    if (!isOpen) {
+      formData.value = undefined;
+      return;
+    }
+    // 加载数据
+    const data = modalApi.getData();
+    if (!data) {
+      return;
+    }
+    const { receivable, plan } = data;
+    modalApi.lock();
+    try {
+      if (receivable) {
+        formData.value = await getReceivable(receivable.id!);
+      } else if (plan) {
+        formData.value = plan.id
+          ? {
+              planId: plan.id,
+              price: plan.price,
+              returnType: plan.returnType,
+              customerId: plan.customerId,
+              contractId: plan.contractId,
+            }
+          : ({
+              customerId: plan.customerId,
+              contractId: plan.contractId,
+            } as any);
+      }
+      // 设置到 values
+      await formApi.setValues(formData.value as any);
+    } finally {
+      modalApi.unlock();
+    }
+  },
+});
+</script>
+
+<template>
+  <Modal :title="getTitle" class="w-2/5">
+    <Form class="mx-4" />
+  </Modal>
+</template>

apps/web-ele/src/views/crm/receivable/plan/components/data.ts

@@ -0,0 +1,62 @@
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+/** 详情列表的字段 */
+export function useDetailListColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      title: '客户名称',
+      field: 'customerName',
+      minWidth: 150,
+    },
+    {
+      title: '合同编号',
+      field: 'contractNo',
+      minWidth: 150,
+    },
+    {
+      title: '期数',
+      field: 'period',
+      minWidth: 150,
+    },
+    {
+      title: '计划回款(元)',
+      field: 'price',
+      minWidth: 150,
+      formatter: 'formatAmount2',
+    },
+    {
+      title: '计划回款日期',
+      field: 'returnTime',
+      minWidth: 150,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '提前几天提醒',
+      field: 'remindDays',
+      minWidth: 150,
+    },
+    {
+      title: '提醒日期',
+      field: 'remindTime',
+      minWidth: 150,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '负责人',
+      field: 'ownerUserName',
+      minWidth: 150,
+    },
+    {
+      title: '备注',
+      field: 'remark',
+      minWidth: 150,
+    },
+    {
+      title: '操作',
+      field: 'actions',
+      width: 240,
+      fixed: 'right',
+      slots: { default: 'actions' },
+    },
+  ];
+}

apps/web-ele/src/views/crm/receivable/plan/components/detail-list.vue

@@ -0,0 +1,147 @@
+<!-- 回款计划列表：用于【客户】【合同】详情中，展示它们关联的回款计划列表 -->
+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
+
+import { useVbenModal } from '@vben/common-ui';
+
+import { ElLoading, ElMessage } from 'element-plus';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteReceivablePlan,
+  getReceivablePlanPageByCustomer,
+} from '#/api/crm/receivable/plan';
+import { $t } from '#/locales';
+
+import Form from '../modules/form.vue';
+import { useDetailListColumns } from './data';
+
+const props = defineProps<{
+  contractId?: number; // 合同编号
+  customerId?: number; // 客户编号
+}>();
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+/** 刷新表格 */
+function handleRefresh() {
+  gridApi.query();
+}
+
+/** 创建回款计划 */
+function handleCreate() {
+  formModalApi
+    .setData({
+      contractId: props.contractId,
+      customerId: props.customerId,
+    })
+    .open();
+}
+
+/** 编辑回款计划 */
+function handleEdit(row: CrmReceivablePlanApi.Plan) {
+  formModalApi.setData({ receivablePlan: row }).open();
+}
+
+/** 删除回款计划 */
+async function handleDelete(row: CrmReceivablePlanApi.Plan) {
+  const loadingInstance = ElLoading.service({
+    text: $t('ui.actionMessage.deleting', [`第${row.period}期`]),
+  });
+  try {
+    await deleteReceivablePlan(row.id!);
+    ElMessage.success(
+      $t('ui.actionMessage.deleteSuccess', [`第${row.period}期`]),
+    );
+    handleRefresh();
+  } finally {
+    loadingInstance.close();
+  }
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  gridOptions: {
+    columns: useDetailListColumns(),
+    height: 500,
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }) => {
+          const queryParams: CrmReceivablePlanApi.PlanPageParam = {
+            pageNo: page.currentPage,
+            pageSize: page.pageSize,
+          };
+          if (props.customerId && !props.contractId) {
+            queryParams.customerId = props.customerId;
+          } else if (props.customerId && props.contractId) {
+            // 如果是合同的话客户编号也需要带上因为权限基于客户
+            queryParams.customerId = props.customerId;
+            queryParams.contractId = props.contractId;
+          }
+          return await getReceivablePlanPageByCustomer(queryParams);
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      refresh: true,
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmReceivablePlanApi.Plan>,
+});
+</script>
+
+<template>
+  <div>
+    <FormModal @success="handleRefresh" />
+    <Grid>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['回款计划']),
+              type: 'primary',
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:receivable-plan:create'],
+              onClick: handleCreate,
+            },
+          ]"
+        />
+      </template>
+      <template #actions="{ row }">
+        <TableAction
+          :actions="[
+            {
+              label: $t('common.edit'),
+              type: 'primary',
+              link: true,
+              icon: ACTION_ICON.EDIT,
+              auth: ['crm:receivable-plan:update'],
+              onClick: handleEdit.bind(null, row),
+            },
+            {
+              label: $t('common.delete'),
+              type: 'danger',
+              link: true,
+              icon: ACTION_ICON.DELETE,
+              auth: ['crm:receivable-plan:delete'],
+              popConfirm: {
+                title: $t('ui.actionMessage.deleteConfirm', [
+                  `第${row.period}期`,
+                ]),
+                confirm: handleDelete.bind(null, row),
+              },
+            },
+          ]"
+        />
+      </template>
+    </Grid>
+  </div>
+</template>

apps/web-ele/src/views/crm/receivable/plan/components/index.ts

@@ -0,0 +1,2 @@
+export { default as ReceivablePlanDetailsInfo } from '../detail/modules/info.vue';
+export { default as ReceivablePlanDetailsList } from './detail-list.vue';

apps/web-ele/src/views/crm/receivable/plan/data.ts

@@ -0,0 +1,288 @@
+import type { VbenFormSchema } from '#/adapter/form';
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+
+import { DICT_TYPE } from '@vben/constants';
+import { getDictOptions } from '@vben/hooks';
+import { useUserStore } from '@vben/stores';
+import { erpPriceInputFormatter } from '@vben/utils';
+
+import { getContractSimpleList } from '#/api/crm/contract';
+import { getCustomerSimpleList } from '#/api/crm/customer';
+import { getSimpleUserList } from '#/api/system/user';
+
+/** 新增/修改的表单 */
+export function useFormSchema(): VbenFormSchema[] {
+  const userStore = useUserStore();
+  return [
+    {
+      fieldName: 'period',
+      label: '期数',
+      component: 'Input',
+      componentProps: {
+        placeholder: '保存时自动生成',
+        disabled: true,
+      },
+    },
+    {
+      fieldName: 'ownerUserId',
+      label: '负责人',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getSimpleUserList,
+        labelField: 'nickname',
+        valueField: 'id',
+      },
+      dependencies: {
+        triggerFields: ['id'],
+        disabled: (values) => values.id,
+      },
+      defaultValue: userStore.userInfo?.id,
+      rules: 'required',
+    },
+    {
+      fieldName: 'customerId',
+      label: '客户',
+      component: 'ApiSelect',
+      rules: 'required',
+      componentProps: {
+        api: getCustomerSimpleList,
+        labelField: 'name',
+        valueField: 'id',
+        placeholder: '请选择客户',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'contractId',
+      label: '合同',
+      component: 'Select',
+      rules: 'required',
+      componentProps: {
+        options: [],
+        placeholder: '请选择合同',
+        allowClear: true,
+      },
+      dependencies: {
+        triggerFields: ['customerId'],
+        disabled: (values) => !values.customerId,
+        async componentProps(values) {
+          if (!values.customerId) {
+            return {
+              options: [],
+              placeholder: '请选择客户',
+            };
+          }
+          const res = await getContractSimpleList(values.customerId);
+          return {
+            options: res.map((item) => ({
+              label: item.name,
+              value: item.id,
+            })),
+            placeholder: '请选择合同',
+            onChange: (value: number) => {
+              const contract = res.find((item) => item.id === value);
+              if (contract) {
+                values.price =
+                  contract.totalPrice - contract.totalReceivablePrice;
+              }
+            },
+          };
+        },
+      },
+    },
+    {
+      fieldName: 'price',
+      label: '计划回款金额',
+      component: 'InputNumber',
+      rules: 'required',
+      componentProps: {
+        placeholder: '请输入计划回款金额',
+        min: 0,
+        precision: 2,
+        controlsPosition: 'right',
+        class: '!w-full',
+      },
+    },
+    {
+      fieldName: 'returnTime',
+      label: '计划回款日期',
+      component: 'DatePicker',
+      rules: 'required',
+      componentProps: {
+        placeholder: '请选择计划回款日期',
+        valueFormat: 'x',
+        format: 'YYYY-MM-DD',
+      },
+      defaultValue: new Date(),
+    },
+    {
+      fieldName: 'remindDays',
+      label: '提前几天提醒',
+      component: 'InputNumber',
+      componentProps: {
+        placeholder: '请输入提前几天提醒',
+        min: 0,
+        controlsPosition: 'right',
+        class: '!w-full',
+      },
+    },
+    {
+      fieldName: 'returnType',
+      label: '回款方式',
+      component: 'Select',
+      componentProps: {
+        options: getDictOptions(DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE, 'number'),
+        placeholder: '请选择回款方式',
+      },
+    },
+    {
+      fieldName: 'remark',
+      label: '备注',
+      component: 'Textarea',
+      componentProps: {
+        placeholder: '请输入备注',
+        rows: 4,
+      },
+      formItemClass: 'md:col-span-2',
+    },
+  ];
+}
+
+/** 列表的搜索表单 */
+export function useGridFormSchema(): VbenFormSchema[] {
+  return [
+    {
+      fieldName: 'customerId',
+      label: '客户',
+      component: 'ApiSelect',
+      componentProps: {
+        api: getCustomerSimpleList,
+        labelField: 'name',
+        valueField: 'id',
+        placeholder: '请选择客户',
+        allowClear: true,
+      },
+    },
+    {
+      fieldName: 'contractNo',
+      label: '合同编号',
+      component: 'Input',
+      componentProps: {
+        placeholder: '请输入合同编号',
+        allowClear: true,
+      },
+    },
+  ];
+}
+
+export function useGridColumns(): VxeTableGridOptions['columns'] {
+  return [
+    {
+      title: '客户名称',
+      field: 'customerName',
+      minWidth: 150,
+      fixed: 'left',
+      slots: { default: 'customerName' },
+    },
+    {
+      title: '合同编号',
+      field: 'contractNo',
+      minWidth: 200,
+    },
+    {
+      title: '期数',
+      field: 'period',
+      minWidth: 150,
+      slots: { default: 'period' },
+    },
+    {
+      title: '计划回款金额（元）',
+      field: 'price',
+      minWidth: 160,
+      formatter: 'formatAmount2',
+    },
+    {
+      title: '计划回款日期',
+      field: 'returnTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '提前几天提醒',
+      field: 'remindDays',
+      minWidth: 150,
+    },
+    {
+      title: '提醒日期',
+      field: 'remindTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '回款方式',
+      field: 'returnType',
+      minWidth: 130,
+      cellRender: {
+        name: 'CellDict',
+        props: { type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE },
+      },
+    },
+    {
+      title: '备注',
+      field: 'remark',
+      minWidth: 120,
+    },
+    {
+      title: '负责人',
+      field: 'ownerUserName',
+      minWidth: 120,
+    },
+    {
+      title: '实际回款金额（元）',
+      field: 'receivable.price',
+      minWidth: 160,
+      formatter: 'formatAmount2',
+    },
+    {
+      title: '实际回款日期',
+      field: 'receivable.returnTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '未回款金额（元）',
+      field: 'unpaidPrice',
+      minWidth: 160,
+      formatter: ({ row }) => {
+        if (row.receivable) {
+          return erpPriceInputFormatter(row.price - row.receivable.price);
+        }
+        return erpPriceInputFormatter(row.price);
+      },
+    },
+    {
+      title: '更新时间',
+      field: 'updateTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '创建时间',
+      field: 'createTime',
+      minWidth: 180,
+      formatter: 'formatDateTime',
+    },
+    {
+      title: '创建人',
+      field: 'creatorName',
+      minWidth: 100,
+    },
+    {
+      title: '操作',
+      field: 'actions',
+      width: 220,
+      fixed: 'right',
+      slots: { default: 'actions' },
+    },
+  ];
+}

apps/web-ele/src/views/crm/receivable/plan/detail/data.ts

@@ -0,0 +1,124 @@
+import type { DescriptionItemSchema } from '#/components/description';
+
+import { h } from 'vue';
+
+import { DICT_TYPE } from '@vben/constants';
+import { erpPriceInputFormatter, formatDateTime } from '@vben/utils';
+
+import { DictTag } from '#/components/dict-tag';
+
+/** 详情页的字段 */
+export function useDetailSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'customerName',
+      label: '客户名称',
+    },
+    {
+      field: 'contractNo',
+      label: '合同编号',
+    },
+    {
+      field: 'price',
+      label: '计划回款金额',
+      render: (val) => erpPriceInputFormatter(val),
+    },
+    {
+      field: 'returnTime',
+      label: '计划回款日期',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'receivable',
+      label: '实际回款金额',
+      render: (val) => erpPriceInputFormatter(val?.price ?? 0),
+    },
+  ];
+}
+
+/** 详情页的基础字段 */
+export function useDetailBaseSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'period',
+      label: '期数',
+    },
+    {
+      field: 'customerName',
+      label: '客户名称',
+    },
+    {
+      field: 'contractNo',
+      label: '合同编号',
+    },
+    {
+      field: 'returnTime',
+      label: '计划回款日期',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'price',
+      label: '计划回款金额',
+      render: (val) => erpPriceInputFormatter(val),
+    },
+    {
+      field: 'returnType',
+      label: '计划回款方式',
+      render: (val) =>
+        h(DictTag, {
+          type: DICT_TYPE.CRM_RECEIVABLE_RETURN_TYPE,
+          value: val,
+        }),
+    },
+    {
+      field: 'remindDays',
+      label: '提前几天提醒',
+    },
+    {
+      field: 'receivable',
+      label: '实际回款金额',
+      render: (val) => erpPriceInputFormatter(val ?? 0),
+    },
+    {
+      field: 'receivableRemain',
+      label: '未回款金额',
+      render: (val, data) => {
+        const paid = data?.receivable?.price ?? 0;
+        return erpPriceInputFormatter(Math.max(val - paid, 0));
+      },
+    },
+    {
+      field: 'receivable.returnTime',
+      label: '实际回款日期',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'remark',
+      label: '备注',
+    },
+  ];
+}
+
+/** 系统信息字段 */
+export function useDetailSystemSchema(): DescriptionItemSchema[] {
+  return [
+    {
+      field: 'ownerUserName',
+      label: '负责人',
+    },
+    {
+      field: 'creatorName',
+      label: '创建人',
+    },
+    {
+      field: 'createTime',
+      label: '创建时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+    {
+      field: 'updateTime',
+      label: '更新时间',
+      render: (val) => formatDateTime(val) as string,
+    },
+  ];
+}

apps/web-ele/src/views/crm/receivable/plan/detail/index.vue

@@ -0,0 +1,138 @@
+<script setup lang="ts">
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
+import type { SystemOperateLogApi } from '#/api/system/operate-log';
+
+import { onMounted, ref } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
+
+import { Page, useVbenModal } from '@vben/common-ui';
+import { useTabs } from '@vben/hooks';
+
+import { ElCard, ElTabPane, ElTabs } from 'element-plus';
+
+import { ACTION_ICON, TableAction } from '#/adapter/vxe-table';
+import { getOperateLogPage } from '#/api/crm/operateLog';
+import { BizTypeEnum } from '#/api/crm/permission';
+import { getReceivablePlan } from '#/api/crm/receivable/plan';
+import { useDescription } from '#/components/description';
+import { OperateLog } from '#/components/operate-log';
+import { $t } from '#/locales';
+import { PermissionList } from '#/views/crm/permission';
+import { ReceivablePlanDetailsInfo } from '#/views/crm/receivable/plan/components';
+
+import ReceivablePlanForm from '../modules/form.vue';
+import { useDetailSchema } from './data';
+
+const route = useRoute();
+const router = useRouter();
+const tabs = useTabs();
+
+const loading = ref(false); // 加载中
+const receivablePlanId = ref(0); // 回款计划编号
+const receivablePlan = ref<CrmReceivablePlanApi.Plan>(
+  {} as CrmReceivablePlanApi.Plan,
+);
+const activeTabName = ref('1'); // 选中 Tab 名
+const logList = ref<SystemOperateLogApi.OperateLog[]>([]); // 操作日志
+const permissionListRef = ref<InstanceType<typeof PermissionList>>(); // 团队成员列表 Ref
+
+// 校验编辑权限
+const validateWrite = () => permissionListRef.value?.validateWrite;
+
+const [Descriptions] = useDescription({
+  border: false,
+  column: 4,
+  class: 'mx-4',
+  schema: useDetailSchema(),
+});
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: ReceivablePlanForm,
+  destroyOnClose: true,
+});
+
+/** 加载回款计划详情 */
+async function getReceivablePlanDetail() {
+  loading.value = true;
+  try {
+    receivablePlan.value = await getReceivablePlan(receivablePlanId.value);
+    // 操作日志
+    const res = await getOperateLogPage({
+      bizType: BizTypeEnum.CRM_RECEIVABLE_PLAN,
+      bizId: receivablePlanId.value,
+    });
+    logList.value = res.list;
+  } finally {
+    loading.value = false;
+  }
+}
+
+/** 返回列表页 */
+function handleBack() {
+  tabs.closeCurrentTab();
+  router.push({ name: 'CrmReceivablePlan' });
+}
+
+/** 编辑收款 */
+function handleEdit() {
+  formModalApi.setData({ id: receivablePlanId.value }).open();
+}
+
+/** 加载数据 */
+onMounted(() => {
+  receivablePlanId.value = Number(route.params.id);
+  getReceivablePlanDetail();
+});
+</script>
+
+<template>
+  <Page
+    auto-content-height
+    :title="`第 ${receivablePlan?.period} 期`"
+    :loading="loading"
+  >
+    <FormModal @success="getReceivablePlanDetail" />
+    <template #extra>
+      <TableAction
+        :actions="[
+          {
+            label: '返回',
+            type: 'default',
+            icon: 'lucide:arrow-left',
+            onClick: handleBack,
+          },
+          {
+            label: $t('ui.actionTitle.edit'),
+            type: 'primary',
+            icon: ACTION_ICON.EDIT,
+            disabled: !validateWrite(),
+            onClick: handleEdit,
+            auth: ['crm:receivable-plan:update'],
+          },
+        ]"
+      />
+    </template>
+    <ElCard class="min-h-[10%]">
+      <Descriptions :data="receivablePlan" />
+    </ElCard>
+    <ElCard class="mt-4 min-h-[60%]">
+      <ElTabs v-model:model-value="activeTabName">
+        <ElTabPane label="详细资料" name="1" :lazy="false">
+          <ReceivablePlanDetailsInfo :receivable-plan="receivablePlan" />
+        </ElTabPane>
+        <ElTabPane label="操作日志" name="2" :lazy="false">
+          <OperateLog :log-list="logList" />
+        </ElTabPane>
+        <ElTabPane label="团队成员" name="3" :lazy="false">
+          <PermissionList
+            ref="permissionListRef"
+            :biz-id="receivablePlanId"
+            :biz-type="BizTypeEnum.CRM_RECEIVABLE_PLAN"
+            :show-action="true"
+            @quit-team="handleBack"
+          />
+        </ElTabPane>
+      </ElTabs>
+    </ElCard>
+  </Page>
+</template>

apps/web-ele/src/views/crm/receivable/plan/detail/modules/info.vue

@@ -0,0 +1,37 @@
+<script lang="ts" setup>
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
+
+import { ElDivider } from 'element-plus';
+
+import { useDescription } from '#/components/description';
+
+import { useDetailBaseSchema, useDetailSystemSchema } from '../data';
+
+defineProps<{
+  receivablePlan: CrmReceivablePlanApi.Plan; // 收款计划信息
+}>();
+
+const [BaseDescriptions] = useDescription({
+  title: '基本信息',
+  border: false,
+  column: 4,
+  class: 'mx-4',
+  schema: useDetailBaseSchema(),
+});
+
+const [SystemDescriptions] = useDescription({
+  title: '系统信息',
+  border: false,
+  column: 3,
+  class: 'mx-4',
+  schema: useDetailSystemSchema(),
+});
+</script>
+
+<template>
+  <div class="p-4">
+    <BaseDescriptions :data="receivablePlan" />
+    <ElDivider />
+    <SystemDescriptions :data="receivablePlan" />
+  </div>
+</template>

apps/web-ele/src/views/crm/receivable/plan/index.vue

@@ -0,0 +1,218 @@
+<script lang="ts" setup>
+import type { VxeTableGridOptions } from '#/adapter/vxe-table';
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
+
+import { ref } from 'vue';
+import { useRouter } from 'vue-router';
+
+import { DocAlert, Page, useVbenModal } from '@vben/common-ui';
+import { downloadFileFromBlobPart } from '@vben/utils';
+
+import { ElButton, ElLoading, ElMessage, ElTabPane, ElTabs } from 'element-plus';
+
+import { ACTION_ICON, TableAction, useVbenVxeGrid } from '#/adapter/vxe-table';
+import {
+  deleteReceivablePlan,
+  exportReceivablePlan,
+  getReceivablePlanPage,
+} from '#/api/crm/receivable/plan';
+import { $t } from '#/locales';
+
+import ReceivableForm from '../modules/form.vue';
+import { useGridColumns, useGridFormSchema } from './data';
+import Form from './modules/form.vue';
+
+const { push } = useRouter();
+const sceneType = ref('1');
+
+const [FormModal, formModalApi] = useVbenModal({
+  connectedComponent: Form,
+  destroyOnClose: true,
+});
+
+const [ReceivableFormModal, receivableFormModalApi] = useVbenModal({
+  connectedComponent: ReceivableForm,
+  destroyOnClose: true,
+});
+
+/** 刷新表格 */
+function handleRefresh() {
+  gridApi.query();
+}
+
+/** 处理场景类型的切换 */
+function handleChangeSceneType(key: number | string) {
+  sceneType.value = key.toString();
+  gridApi.query();
+}
+
+/** 导出表格 */
+async function handleExport() {
+  const formValues = await gridApi.formApi.getValues();
+  const data = await exportReceivablePlan({
+    sceneType: sceneType.value,
+    ...formValues,
+  });
+  downloadFileFromBlobPart({ fileName: '回款计划.xls', source: data });
+}
+
+/** 创建回款计划 */
+function handleCreate() {
+  formModalApi.setData(null).open();
+}
+
+/** 编辑回款计划 */
+function handleEdit(row: CrmReceivablePlanApi.Plan) {
+  formModalApi.setData(row).open();
+}
+
+/** 删除回款计划 */
+async function handleDelete(row: CrmReceivablePlanApi.Plan) {
+  const loadingInstance = ElLoading.service({
+    text: $t('ui.actionMessage.deleting', [row.period]),
+  });
+  try {
+    await deleteReceivablePlan(row.id!);
+    ElMessage.success($t('ui.actionMessage.deleteSuccess', [row.period]));
+    handleRefresh();
+  } finally {
+    loadingInstance.close();
+  }
+}
+
+/** 创建回款计划 */
+function handleCreateReceivable(row: CrmReceivablePlanApi.Plan) {
+  receivableFormModalApi.setData({ plan: row }).open();
+}
+
+/** 查看回款计划详情 */
+function handleDetail(row: CrmReceivablePlanApi.Plan) {
+  push({ name: 'CrmReceivablePlanDetail', params: { id: row.id } });
+}
+
+/** 查看客户详情 */
+function handleCustomerDetail(row: CrmReceivablePlanApi.Plan) {
+  push({ name: 'CrmCustomerDetail', params: { id: row.customerId } });
+}
+
+const [Grid, gridApi] = useVbenVxeGrid({
+  formOptions: {
+    schema: useGridFormSchema(),
+  },
+  gridOptions: {
+    columns: useGridColumns(),
+    height: 'auto',
+    keepSource: true,
+    proxyConfig: {
+      ajax: {
+        query: async ({ page }, formValues) => {
+          return await getReceivablePlanPage({
+            pageNo: page.currentPage,
+            pageSize: page.pageSize,
+            sceneType: sceneType.value,
+            ...formValues,
+          });
+        },
+      },
+    },
+    rowConfig: {
+      keyField: 'id',
+      isHover: true,
+    },
+    toolbarConfig: {
+      refresh: true,
+      search: true,
+    },
+  } as VxeTableGridOptions<CrmReceivablePlanApi.Plan>,
+});
+</script>
+
+<template>
+  <Page auto-content-height>
+    <template #doc>
+      <DocAlert
+        title="【回款】回款管理、回款计划"
+        url="https://doc.iocoder.cn/crm/receivable/"
+      />
+      <DocAlert
+        title="【通用】数据权限"
+        url="https://doc.iocoder.cn/crm/permission/"
+      />
+    </template>
+
+    <FormModal @success="handleRefresh" />
+    <ReceivableFormModal @success="handleRefresh" />
+    <Grid>
+      <template #toolbar-actions>
+        <ElTabs v-model:model-value="sceneType" class="w-full" @tab-change="handleChangeSceneType">
+          <ElTabPane label="我负责的" name="1" />
+          <ElTabPane label="下属负责的" name="3" />
+        </ElTabs>
+      </template>
+      <template #toolbar-tools>
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['回款计划']),
+              type: 'primary',
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:receivable-plan:create'],
+              onClick: handleCreate,
+            },
+            {
+              label: $t('ui.actionTitle.export'),
+              type: 'primary',
+              icon: ACTION_ICON.DOWNLOAD,
+              auth: ['crm:receivable-plan:export'],
+              onClick: handleExport,
+            },
+          ]"
+        />
+      </template>
+      <template #customerName="{ row }">
+        <ElButton type="primary" link @click="handleCustomerDetail(row)">
+          {{ row.customerName }}
+        </ElButton>
+      </template>
+      <template #period="{ row }">
+        <ElButton type="primary" link @click="handleDetail(row)">
+          {{ row.period }}
+        </ElButton>
+      </template>
+      <template #actions="{ row }">
+        <TableAction
+          :actions="[
+            {
+              label: $t('ui.actionTitle.create', ['回款']),
+              type: 'primary',
+              link: true,
+              icon: ACTION_ICON.ADD,
+              auth: ['crm:receivable:create'],
+              onClick: handleCreateReceivable.bind(null, row),
+              ifShow: !row.receivableId,
+            },
+            {
+              label: $t('common.edit'),
+              type: 'primary',
+              link: true,
+              icon: ACTION_ICON.EDIT,
+              auth: ['crm:receivable-plan:update'],
+              onClick: handleEdit.bind(null, row),
+            },
+            {
+              label: $t('common.delete'),
+              type: 'danger',
+              link: true,
+              icon: ACTION_ICON.DELETE,
+              auth: ['crm:receivable-plan:delete'],
+              popConfirm: {
+                title: $t('ui.actionMessage.deleteConfirm', [row.period]),
+                confirm: handleDelete.bind(null, row),
+              },
+            },
+          ]"
+        />
+      </template>
+    </Grid>
+  </Page>
+</template>

apps/web-ele/src/views/crm/receivable/plan/modules/form.vue

@@ -0,0 +1,88 @@
+<script lang="ts" setup>
+import type { CrmReceivablePlanApi } from '#/api/crm/receivable/plan';
+
+import { computed, ref } from 'vue';
+
+import { useVbenForm, useVbenModal } from '@vben/common-ui';
+
+import { ElMessage } from 'element-plus';
+
+import {
+  createReceivablePlan,
+  getReceivablePlan,
+  updateReceivablePlan,
+} from '#/api/crm/receivable/plan';
+import { $t } from '#/locales';
+
+import { useFormSchema } from '../data';
+
+const emit = defineEmits(['success']);
+const formData = ref<CrmReceivablePlanApi.Plan>();
+const getTitle = computed(() => {
+  return formData.value?.id
+    ? $t('ui.actionTitle.edit', ['回款计划'])
+    : $t('ui.actionTitle.create', ['回款计划']);
+});
+
+const [Form, formApi] = useVbenForm({
+  commonConfig: {
+    componentProps: {
+      class: 'w-full',
+    },
+  },
+  wrapperClass: 'grid-cols-2',
+  layout: 'horizontal',
+  schema: useFormSchema(),
+  showDefaultActions: false,
+});
+
+const [Modal, modalApi] = useVbenModal({
+  async onConfirm() {
+    const { valid } = await formApi.validate();
+    if (!valid) {
+      return;
+    }
+    modalApi.lock();
+    // 提交表单
+    const data = (await formApi.getValues()) as CrmReceivablePlanApi.Plan;
+    try {
+      await (formData.value?.id
+        ? updateReceivablePlan(data)
+        : createReceivablePlan(data));
+      // 关闭并提示
+      await modalApi.close();
+      emit('success');
+      ElMessage.success($t('ui.actionMessage.operationSuccess'));
+    } finally {
+      modalApi.unlock();
+    }
+  },
+  async onOpenChange(isOpen: boolean) {
+    if (!isOpen) {
+      formData.value = undefined;
+      return;
+    }
+    // 加载数据
+    const data = modalApi.getData<CrmReceivablePlanApi.Plan>();
+    if (!data || !data.id) {
+      // 设置到 values
+      await formApi.setValues(data);
+      return;
+    }
+    modalApi.lock();
+    try {
+      formData.value = await getReceivablePlan(data.id);
+      // 设置到 values
+      await formApi.setValues(formData.value);
+    } finally {
+      modalApi.unlock();
+    }
+  },
+});
+</script>
+
+<template>
+  <Modal :title="getTitle" class="w-2/5">
+    <Form class="mx-4" />
+  </Modal>
+</template>