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【新增】回款管理 功能
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liuhongfeng
@ -60,4 +60,36 @@ CREATE TABLE `crm_clue` (
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`deleted` bit(1) NOT NULL DEFAULT b'0' COMMENT '是否删除',
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`tenant_id` bigint NOT NULL DEFAULT 0 COMMENT '租户编号',
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PRIMARY KEY (`id`) USING BTREE
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) ENGINE = InnoDB CHARACTER SET = utf8mb4 COLLATE = utf8mb4_unicode_ci COMMENT = '线索表' ROW_FORMAT = Dynamic;
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) ENGINE = InnoDB CHARACTER SET = utf8mb4 COLLATE = utf8mb4_unicode_ci COMMENT = '线索表' ROW_FORMAT = Dynamic;
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-- ----------------------------
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-- 回款表
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-- ----------------------------
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DROP TABLE IF EXISTS `crm_receivable`;
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CREATE TABLE `crm_receivable` (
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`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT 'ID',
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`no` varchar(100) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '回款编号',
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`plan_id` bigint(20) NULL DEFAULT NULL COMMENT '回款计划ID',
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`customer_id` bigint(20) NULL DEFAULT NULL COMMENT '客户ID',
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`contract_id` bigint(20) NULL DEFAULT NULL COMMENT '合同ID',
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`check_status` tinyint(4) NULL DEFAULT NULL COMMENT '审批状态',
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`process_instance_id` bigint(20) NULL DEFAULT NULL COMMENT '工作流编号',
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`return_time` datetime NULL DEFAULT NULL COMMENT '回款日期',
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`return_type` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '回款方式',
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`price` decimal(10, 2) NULL DEFAULT NULL COMMENT '回款金额',
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`owner_user_id` bigint(20) NULL DEFAULT NULL COMMENT '负责人的用户编号',
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`batch_id` bigint(20) NULL DEFAULT NULL COMMENT '批次',
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`sort` int(11) NULL DEFAULT NULL COMMENT '显示顺序',
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`data_scope` tinyint(4) NULL DEFAULT 1 COMMENT '数据范围（1：全部数据权限 2：自定数据权限 3：本部门数据权限 4：本部门及以下数据权限）',
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`data_scope_dept_ids` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '数据范围(指定部门数组)',
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`status` tinyint(4) NOT NULL COMMENT '状态（0正常 1停用）',
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`remark` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '备注',
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`creator` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '创建者',
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`create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
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`updater` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '更新者',
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`update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
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`deleted` bit(1) NOT NULL DEFAULT b'0' COMMENT '是否删除',
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`tenant_id` bigint(20) NOT NULL DEFAULT 0 COMMENT '租户编号',
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PRIMARY KEY (`id`) USING BTREE
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) ENGINE = InnoDB CHARACTER SET = utf8mb4 COLLATE = utf8mb4_unicode_ci COMMENT = '回款管理' ROW_FORMAT = DYNAMIC;
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19
sql/mysql/crm_data.sql
Normal file
19
sql/mysql/crm_data.sql
Normal file
@ -0,0 +1,19 @@
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INSERT INTO `system_dict_type` (`id`, `name`, `type`, `status`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`, `deleted_time`) VALUES (184, '回款管理审批状态', 'crm_receivable_check_status', 0, '回款管理审批状态(0 未审核 1 审核通过 2 审核拒绝 3 审核中 4 已撤回)', '1', '2023-10-18 21:44:24', '1', '2023-10-18 21:44:24', b'0', '1970-01-01 00:00:00');
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INSERT INTO `system_dict_type` (`id`, `name`, `type`, `status`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`, `deleted_time`) VALUES (185, '回款管理-回款方式', 'crm_return_type', 0, '回款管理-回款方式', '1', '2023-10-18 21:54:10', '1', '2023-10-18 21:54:10', b'0', '1970-01-01 00:00:00');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1389, 0, '未审核', '0', 'crm_receivable_check_status', 0, 'default', '', '0 未审核 ', '1', '2023-10-18 21:46:00', '1', '2023-10-18 21:47:16', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1390, 1, '审核通过', '1', 'crm_receivable_check_status', 0, 'default', '', '1 审核通过', '1', '2023-10-18 21:46:18', '1', '2023-10-18 21:47:08', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1391, 2, '审核拒绝', '2', 'crm_receivable_check_status', 0, 'default', '', ' 2 审核拒绝', '1', '2023-10-18 21:46:58', '1', '2023-10-18 21:47:21', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1392, 3, '审核中', '3', 'crm_receivable_check_status', 0, 'default', '', ' 3 审核中', '1', '2023-10-18 21:47:35', '1', '2023-10-18 21:47:35', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1393, 4, '已撤回', '4', 'crm_receivable_check_status', 0, 'default', '', ' 4 已撤回', '1', '2023-10-18 21:47:46', '1', '2023-10-18 21:47:46', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1394, 1, '支票', '1', 'crm_return_type', 0, 'default', '', '', '1', '2023-10-18 21:54:29', '1', '2023-10-18 21:54:29', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1395, 2, '现金', '2', 'crm_return_type', 0, 'default', '', '', '1', '2023-10-18 21:54:41', '1', '2023-10-18 21:54:41', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1396, 3, '邮政汇款', '3', 'crm_return_type', 0, 'default', '', '', '1', '2023-10-18 21:54:53', '1', '2023-10-18 21:54:53', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1397, 4, '电汇', '4', 'crm_return_type', 0, 'default', '', '', '1', '2023-10-18 21:55:07', '1', '2023-10-18 21:55:07', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1398, 5, '网上转账', '5', 'crm_return_type', 0, 'default', '', '', '1', '2023-10-18 21:55:24', '1', '2023-10-18 21:55:24', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1399, 6, '支付宝', '6', 'crm_return_type', 0, 'default', '', '', '1', '2023-10-18 21:55:38', '1', '2023-10-18 21:55:38', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1400, 7, '微信支付', '7', 'crm_return_type', 0, 'default', '', '', '1', '2023-10-18 21:55:53', '1', '2023-10-18 21:55:53', b'0');
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INSERT INTO `system_dict_data` (`id`, `sort`, `label`, `value`, `dict_type`, `status`, `color_type`, `css_class`, `remark`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (1401, 8, '其他', '8', 'crm_return_type', 0, 'default', '', '', '1', '2023-10-18 21:56:06', '1', '2023-10-18 21:56:06', b'0');
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@ -8,7 +8,7 @@ INSERT INTO system_menu(
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path, icon, component, status, component_name
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)
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VALUES (
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'合同管理', '', 2, 0, 1254,
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'合同管理', '', 2, 0, 2375,
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'contract', '', 'crm/contract/index', 0, 'Contract'
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);
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@ -117,3 +117,70 @@ VALUES (
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'线索导出', 'crm:clue:export', 3, 5, @parentId,
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'', '', '', 0
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);
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-- ----------------------------
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-- 客户管理菜单
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-- ----------------------------
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INSERT INTO `system_menu` (`id`, `name`, `permission`, `type`, `sort`, `parent_id`, `path`, `icon`, `component`, `component_name`, `status`, `visible`, `keep_alive`, `always_show`, `creator`, `create_time`, `updater`, `update_time`, `deleted`) VALUES (2375, '客户管理', '', 1, 0, 0, '/crm', 'ep:avatar', '', '', 0, b'1', b'1', b'1', '1', '2023-10-20 00:36:13', '1', '2023-10-19 16:37:24', b'0');
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-- ----------------------------
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-- 回款菜单
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-- ----------------------------
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-- 菜单 SQL
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INSERT INTO system_menu(
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name, permission, type, sort, parent_id,
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path, icon, component, status, component_name
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)
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VALUES (
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'回款管理', '', 2, 0, 2375,
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'receivable', '', 'crm/receivable/index', 0, 'Receivable'
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);
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-- 按钮父菜单ID
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-- 暂时只支持 MySQL。如果你是 Oracle、PostgreSQL、SQLServer 的话，需要手动修改 @parentId 的部分的代码
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SELECT @parentId := LAST_INSERT_ID();
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-- 按钮 SQL
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INSERT INTO system_menu(
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name, permission, type, sort, parent_id,
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path, icon, component, status
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)
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VALUES (
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'回款管理查询', 'crm:receivable:query', 3, 1, @parentId,
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'', '', '', 0
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);
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INSERT INTO system_menu(
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name, permission, type, sort, parent_id,
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path, icon, component, status
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)
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VALUES (
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'回款管理创建', 'crm:receivable:create', 3, 2, @parentId,
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'', '', '', 0
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);
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INSERT INTO system_menu(
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name, permission, type, sort, parent_id,
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path, icon, component, status
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)
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VALUES (
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'回款管理更新', 'crm:receivable:update', 3, 3, @parentId,
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'', '', '', 0
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);
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INSERT INTO system_menu(
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name, permission, type, sort, parent_id,
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path, icon, component, status
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)
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VALUES (
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'回款管理删除', 'crm:receivable:delete', 3, 4, @parentId,
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'', '', '', 0
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);
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INSERT INTO system_menu(
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name, permission, type, sort, parent_id,
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path, icon, component, status
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)
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VALUES (
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'回款管理导出', 'crm:receivable:export', 3, 5, @parentId,
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'', '', '', 0
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);
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