客户余额，额度记录流水

bms-front/src/api/customersuppliermanagement/customermoney/customermoney.js

@@ -58,3 +58,21 @@ export function listFlow(query) {
     params: query
   })
 }
+
+/** 查询额度流水列表 */
+export function listCreditFlow(query) {
+  return request({
+    url: '/customersupplier/customermoney/credit/flow/list',
+    method: 'get',
+    params: query
+  })
+}
+
+/** 调整客户额度（信用额度/临时额度），调整过程留额度流水 */
+export function adjustCredit(data) {
+  return request({
+    url: '/customersupplier/customermoney/credit/adjust',
+    method: 'post',
+    data: data
+  })
+}

bms-front/src/views/customersuppliermanagement/customerinfo/customeredit/index.vue

@@ -108,7 +108,11 @@
               </el-col>
               <el-col :span="12">
                 <el-form-item label="临时额度" prop="tempEd">
-                  <el-input v-model="form.tempEd" placeholder="请输入临时额度" />
+                  <el-input v-model="form.tempEd" :disabled="!isAdd" placeholder="请输入临时额度">
+                    <template #append v-if="!isAdd">
+                      <span style="color: #e6a23c">请在客户余额-额度管理中调整</span>
+                    </template>
+                  </el-input>
                 </el-form-item>
               </el-col>
               <el-col :span="12">
@@ -130,7 +134,11 @@
               </el-col>
               <el-col :span="12">
                 <el-form-item label="信用额度" prop="creditEd">
-                  <el-input v-model="form.creditEd" placeholder="请输入信用额度" />
+                  <el-input v-model="form.creditEd" :disabled="!isAdd" placeholder="请输入信用额度">
+                    <template #append v-if="!isAdd">
+                      <span style="color: #e6a23c">请在客户余额-额度管理中调整</span>
+                    </template>
+                  </el-input>
                 </el-form-item>
               </el-col>
               <el-col :span="24">
@@ -630,7 +638,7 @@ function buildEmptyForm() {
     foreignCurrencyBalance: null,
     weightThreshold: null,
     throwRatio: null,
-    creditEd: null,
+    creditEd: 1000,
     productIds: null,
     attachmentList: [],
     companyList: [],

bms-front/src/views/customersuppliermanagement/customerinfo/customermoney/index.vue

@@ -11,6 +11,12 @@
         <div class="head-code">客户编码：{{ customer.customerCode || route.query.customerCode || '-' }}</div>
         <div class="head-right">
           <el-tag type="success" size="small">本位币账户 CNY</el-tag>
+          <el-button
+            type="primary"
+            icon="Money"
+            @click="openAdjustDialog()"
+            v-hasPermi="['customer:credit:adjust']"
+          >额度调整</el-button>
         </div>
       </div>
     </el-card>
@@ -31,14 +37,23 @@
       </el-col>
       <el-col :xs="12" :sm="8" :md="4">
         <el-card shadow="hover" class="balance-card">
-          <div class="balance-label">总额度</div>
+          <div class="balance-label">
+            总额度
+            <el-button link type="primary" size="small" @click="openAdjustDialog('CREDIT')"
+              v-hasPermi="['customer:credit:adjust']">调整</el-button>
+          </div>
           <div class="balance-value">{{ formatMoney(currentAccount.totalCredit) }}</div>
         </el-card>
       </el-col>
       <el-col :xs="12" :sm="8" :md="4">
         <el-card shadow="hover" class="balance-card">
-          <div class="balance-label">额外额度</div>
+          <div class="balance-label">
+            额外额度
+            <el-button link type="primary" size="small" @click="openAdjustDialog('TEMP')"
+              v-hasPermi="['customer:credit:adjust']">调整</el-button>
+          </div>
           <div class="balance-value">{{ formatMoney(currentAccount.extraCredit) }}</div>
+          <div class="balance-sub">{{ tempCreditPeriodText }}</div>
         </el-card>
       </el-col>
       <el-col :xs="12" :sm="8" :md="4">
@@ -225,6 +240,100 @@
             @pagination="getFlowList"
           />
         </el-tab-pane>
+
+        <!-- ====== 额度流水 ====== -->
+        <el-tab-pane label="额度流水" name="creditFlow">
+          <el-form :model="creditFlowQuery" :inline="true" class="search-form">
+            <el-form-item label="额度类型" prop="creditType">
+              <el-select v-model="creditFlowQuery.creditType" placeholder="全部" clearable style="width: 130px;">
+                <el-option v-for="opt in creditTypeOptions" :key="opt.value" :label="opt.label" :value="opt.value" />
+              </el-select>
+            </el-form-item>
+            <el-form-item label="变动类型" prop="changeType">
+              <el-select v-model="creditFlowQuery.changeType" placeholder="全部" clearable style="width: 130px;">
+                <el-option v-for="opt in creditChangeTypeOptions" :key="opt.value" :label="opt.label" :value="opt.value" />
+              </el-select>
+            </el-form-item>
+            <el-form-item label="日期">
+              <el-date-picker
+                v-model="creditFlowDateRange"
+                value-format="YYYY-MM-DD"
+                type="daterange"
+                range-separator="-"
+                start-placeholder="开始日期"
+                end-placeholder="结束日期"
+              />
+            </el-form-item>
+            <el-form-item>
+              <el-button type="primary" icon="Search" @click="getCreditFlowList">搜索</el-button>
+              <el-button icon="Refresh" @click="resetCreditFlowQuery">重置</el-button>
+            </el-form-item>
+          </el-form>
+
+          <el-table :data="creditFlowList" border v-loading="creditFlowLoading">
+            <el-table-column label="流水号" align="center" prop="flowNo" width="190" />
+            <el-table-column label="时间" align="center" prop="createTime" width="160">
+              <template #default="scope">{{ formatDateTime(scope.row.createTime) }}</template>
+            </el-table-column>
+            <el-table-column label="额度类型" align="center" prop="creditType" width="100">
+              <template #default="scope">
+                <el-tag :type="scope.row.creditType === 'TEMP' ? 'warning' : ''">
+                  {{ formatOption(creditTypeOptions, scope.row.creditType) }}
+                </el-tag>
+              </template>
+            </el-table-column>
+            <el-table-column label="变动类型" align="center" prop="changeType" width="100">
+              <template #default="scope">
+                <el-tag :type="creditChangeTag(scope.row.changeType)">
+                  {{ formatOption(creditChangeTypeOptions, scope.row.changeType) }}
+                </el-tag>
+              </template>
+            </el-table-column>
+            <el-table-column label="调整方式" align="center" prop="adjustMode" width="90">
+              <template #default="scope">{{ formatOption(adjustModeOptions, scope.row.adjustMode) }}</template>
+            </el-table-column>
+            <el-table-column label="方向" align="center" width="80">
+              <template #default="scope">
+                <el-tag v-if="scope.row.direction === 1" type="success">增加</el-tag>
+                <el-tag v-else-if="scope.row.direction === -1" type="danger">减少</el-tag>
+                <span v-else>-</span>
+              </template>
+            </el-table-column>
+            <el-table-column label="变动前额度" align="center" prop="beforeAmount" width="110">
+              <template #default="scope">{{ formatMoney(scope.row.beforeAmount) }}</template>
+            </el-table-column>
+            <el-table-column label="变动额度" align="center" width="110">
+              <template #default="scope">
+                <span :class="scope.row.direction === 1 ? 'money-in' : 'money-out'">
+                  {{ scope.row.direction === 1 ? '+' : '-' }}{{ formatMoney(scope.row.changeAmount) }}
+                </span>
+              </template>
+            </el-table-column>
+            <el-table-column label="变动后额度" align="center" prop="afterAmount" width="110">
+              <template #default="scope">{{ formatMoney(scope.row.afterAmount) }}</template>
+            </el-table-column>
+            <el-table-column label="已用额度" align="center" prop="usedCredit" width="100">
+              <template #default="scope">{{ formatMoney(scope.row.usedCredit) }}</template>
+            </el-table-column>
+            <el-table-column label="生效日期" align="center" prop="effectiveDate" width="110">
+              <template #default="scope">{{ scope.row.effectiveDate || '-' }}</template>
+            </el-table-column>
+            <el-table-column label="失效日期" align="center" prop="expireDate" width="110">
+              <template #default="scope">{{ scope.row.expireDate || '长期' }}</template>
+            </el-table-column>
+            <el-table-column label="调整原因" align="center" prop="reason" show-overflow-tooltip min-width="160" />
+            <el-table-column label="操作人" align="center" prop="createBy" width="100" />
+            <el-table-column label="备注" align="center" prop="remark" show-overflow-tooltip min-width="160" />
+          </el-table>
+
+          <pagination
+            v-show="creditFlowTotal > 0"
+            :total="creditFlowTotal"
+            v-model:page="creditFlowQuery.pageNum"
+            v-model:limit="creditFlowQuery.pageSize"
+            @pagination="getCreditFlowList"
+          />
+        </el-tab-pane>
       </el-tabs>
     </el-card>
 
@@ -402,6 +511,114 @@
         <el-button @click="viewDialog.visible = false">关 闭</el-button>
       </template>
     </el-dialog>
+
+    <!-- ====== 额度调整弹窗 ====== -->
+    <el-dialog
+      :title="creditDialog.form.creditType === 'TEMP' ? '临时额度调整' : '信用额度调整'"
+      v-model="creditDialog.visible"
+      width="600px"
+      append-to-body
+      @closed="resetCreditForm"
+    >
+      <el-alert type="info" :closable="false" class="credit-tip">
+        <div>当前{{ creditDialog.form.creditType === 'TEMP' ? '临时额度' : '信用额度' }}：
+          <b>{{ formatMoney(creditBefore) }}</b>，已用额度：<b>{{ formatMoney(currentAccount.usedCredit) }}</b></div>
+      </el-alert>
+      <el-form ref="creditFormRef" :model="creditDialog.form" :rules="creditRules" label-width="100px">
+        <el-row>
+          <el-col :span="12">
+            <el-form-item label="额度类型" prop="creditType">
+              <el-radio-group v-model="creditDialog.form.creditType" @change="onCreditTypeChange">
+                <el-radio value="CREDIT">信用额度（长期）</el-radio>
+                <el-radio value="TEMP">临时额度</el-radio>
+              </el-radio-group>
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="调整方式" prop="adjustMode">
+              <el-radio-group v-model="creditDialog.form.adjustMode">
+                <el-radio value="SET">设置为</el-radio>
+                <el-radio value="ADD">增加</el-radio>
+                <el-radio value="SUB">减少</el-radio>
+              </el-radio-group>
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="调整金额" prop="changeAmount">
+              <el-input-number
+                v-model="creditDialog.form.changeAmount"
+                :precision="2"
+                :step="1000"
+                :min="0.01"
+                controls-position="right"
+                style="width: 100%;"
+              />
+            </el-form-item>
+          </el-col>
+          <template v-if="creditDialog.form.creditType === 'TEMP'">
+            <el-col :span="12">
+              <el-form-item label="生效日期" prop="effectiveDate">
+                <el-date-picker
+                  v-model="creditDialog.form.effectiveDate"
+                  type="date"
+                  value-format="YYYY-MM-DD"
+                  placeholder="默认今天"
+                  :disabled-date="afterToday"
+                  style="width: 100%;"
+                />
+              </el-form-item>
+            </el-col>
+            <el-col :span="12">
+              <el-form-item label="失效日期" prop="expireDate">
+                <el-date-picker
+                  v-model="creditDialog.form.expireDate"
+                  type="date"
+                  value-format="YYYY-MM-DD"
+                  placeholder="不填为长期有效"
+                  style="width: 100%;"
+                />
+                <div class="rate-tip">失效日当天仍有效，次日访问账户时自动清零并记到期流水</div>
+              </el-form-item>
+            </el-col>
+          </template>
+          <el-col :span="24">
+            <el-form-item label="调整原因" prop="reason">
+              <el-input
+                v-model="creditDialog.form.reason"
+                type="textarea"
+                :rows="2"
+                maxlength="255"
+                show-word-limit
+                placeholder="请必填，例如：客户旺季临时授信 / 年审调整长期额度"
+              />
+            </el-form-item>
+          </el-col>
+        </el-row>
+      </el-form>
+
+      <div class="credit-preview">
+        <div>调整后{{ creditDialog.form.creditType === 'TEMP' ? '临时额度' : '信用额度' }}：
+          <b :class="creditAfter < 0 ? 'money-out' : 'money-in'">{{ formatMoney(creditAfter) }}</b>
+        </div>
+        <div>调整后授信总额：<b>{{ formatMoney(totalCreditAfter) }}</b>
+          （可用 = 授信总额 - 已用 {{ formatMoney(currentAccount.usedCredit) }}）</div>
+        <el-alert
+          v-if="creditAfter < 0"
+          type="error" :closable="false"
+          title="调整后额度不能为负数" class="credit-alert"
+        />
+        <el-alert
+          v-else-if="totalCreditAfter < (Number(currentAccount.usedCredit) || 0)"
+          type="error" :closable="false"
+          title="授信总额不能小于已用额度" class="credit-alert"
+        />
+      </div>
+
+      <template #footer>
+        <el-button type="primary" :loading="creditSubmitLoading" @click="submitAdjustCredit">确 定</el-button>
+        <el-button @click="creditDialog.visible = false">取 消</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
@@ -409,11 +626,12 @@
 import axios from 'axios'
 import { saveAs } from 'file-saver'
 import { getCustomer } from "@/api/customersuppliermanagement/customerinfo/customer.js"
-import { listAccount, listReceipt, getReceipt, addReceipt, confirmReceipt, cancelReceipt, listFlow } from "@/api/customersuppliermanagement/customermoney/customermoney.js"
+import { listAccount, listReceipt, getReceipt, addReceipt, confirmReceipt, cancelReceipt, listFlow, listCreditFlow, adjustCredit } from "@/api/customersuppliermanagement/customermoney/customermoney.js"
 import { convertToBase } from "@/api/data/exchangeRate"
 import { getToken } from "@/utils/auth"
 
 import { useRoute } from 'vue-router'
+import { nextTick } from 'vue'
 
 const route = useRoute()
 const router = useRouter()
@@ -472,9 +690,28 @@ function receiptTypeTag(v) {
 function receiptStatusTag(v) {
   return { PENDING: 'warning', CONFIRMED: 'success', CANCELLED: 'danger' }[v] || 'info'
 }
-function bizTypeTag(v) {
+const bizTypeTag = function(v) {
   return { RECEIPT: 'success', BILL_PAY: 'danger', REFUND: 'warning', ADJUST: 'info', FREEZE: 'info', UNFREEZE: '' }[v] || 'info'
 }
+
+/* ================= 额度相关枚举 ================= */
+const creditTypeOptions = [
+  { value: 'CREDIT', label: '信用额度' },
+  { value: 'TEMP', label: '临时额度' }
+]
+const creditChangeTypeOptions = [
+  { value: 'INIT', label: '初始化' },
+  { value: 'ADJUST', label: '手工调整' },
+  { value: 'EXPIRE', label: '到期失效' }
+]
+const adjustModeOptions = [
+  { value: 'SET', label: '设置为' },
+  { value: 'ADD', label: '增加' },
+  { value: 'SUB', label: '减少' }
+]
+function creditChangeTag(v) {
+  return { INIT: '', ADJUST: 'primary', EXPIRE: 'danger' }[v] || 'info'
+}
 function formatMoney(val) {
   const num = Number(val)
   return isNaN(num) ? '0.00' : num.toFixed(2)
@@ -506,6 +743,152 @@ const availableCredit = computed(() => {
   return formatMoney(total + extra - used)
 })
 
+/** 临时额度有效期文案 */
+const tempCreditPeriodText = computed(() => {
+  const a = currentAccount.value
+  const extra = Number(a.extraCredit) || 0
+  if (extra <= 0) return ''
+  if (!a.extraExpireDate) return '长期有效'
+  const today = proxy.parseTime(new Date(), '{y}-{m}-{d}')
+  if (a.extraExpireDate < today) return '已过期'
+  return '有效期至 ' + a.extraExpireDate
+})
+
+/* ============ 额度调整弹窗 ============ */
+const creditFormRef = ref(null)
+const creditSubmitLoading = ref(false)
+const creditDialog = reactive({
+  visible: false,
+  form: {}
+})
+const creditRules = {
+  creditType: [{ required: true, message: '请选择额度类型', trigger: 'change' }],
+  adjustMode: [{ required: true, message: '请选择调整方式', trigger: 'change' }],
+  changeAmount: [{ required: true, message: '调整金额必须大于0', trigger: 'blur' }],
+  reason: [{ required: true, message: '请填写调整原因', trigger: 'blur' }]
+}
+
+/** 禁止选择晚于今天的日期（不允许预约未来生效） */
+function afterToday(date) {
+  const today = new Date()
+  today.setHours(23, 59, 59, 999)
+  return date.getTime() > today.getTime()
+}
+
+function defaultCreditForm(creditType) {
+  return {
+    customerId: route.query.customerId || null,
+    creditType: creditType || 'CREDIT',
+    adjustMode: 'ADD',
+    changeAmount: null,
+    reason: '',
+    effectiveDate: proxy.parseTime(new Date(), '{y}-{m}-{d}'),
+    expireDate: ''
+  }
+}
+
+function openAdjustDialog(creditType) {
+  const customerId = Number(route.query.customerId)
+  if (!customerId) {
+    proxy.$modal.msgError('缺少客户ID，请从客户列表进入客户余额页')
+    return
+  }
+  resetCreditForm()
+  creditDialog.form = defaultCreditForm(creditType)
+  creditDialog.visible = true
+}
+
+function resetCreditForm() {
+  creditDialog.form = defaultCreditForm()
+  proxy.resetForm('creditFormRef')
+}
+
+/** 切换额度类型：清掉校验红框，临时额度默认生效日为今天 */
+function onCreditTypeChange() {
+  creditDialog.form.changeAmount = null
+  if (creditDialog.form.creditType === 'TEMP' && !creditDialog.form.effectiveDate) {
+    creditDialog.form.effectiveDate = proxy.parseTime(new Date(), '{y}-{m}-{d}')
+  }
+  nextTick(() => proxy.clearValidate('creditFormRef'))
+}
+
+/** 当前被调整额度（调整前） */
+const creditBefore = computed(() => {
+  const a = currentAccount.value
+  return Number(creditDialog.form.creditType === 'TEMP' ? a.extraCredit : a.totalCredit) || 0
+})
+
+/** 调整后被调额度 */
+const creditAfter = computed(() => {
+  const input = Number(creditDialog.form.changeAmount) || 0
+  const mode = creditDialog.form.adjustMode
+  if (mode === 'SET') return input
+  return mode === 'SUB' ? creditBefore.value - input : creditBefore.value + input
+})
+
+/** 调整后授信总额（信用+临时） */
+const totalCreditAfter = computed(() => {
+  const a = currentAccount.value
+  const other = Number(creditDialog.form.creditType === 'TEMP' ? a.totalCredit : a.extraCredit) || 0
+  return other + creditAfter.value
+})
+
+function submitAdjustCredit() {
+  creditFormRef.value.validate(valid => {
+    if (!valid) return
+    const f = creditDialog.form
+    const amount = Number(f.changeAmount)
+    if (!(amount > 0)) {
+      proxy.$modal.msgError('调整金额必须大于0')
+      return
+    }
+    if (f.creditType === 'TEMP') {
+      if (f.expireDate && f.effectiveDate && f.expireDate <= f.effectiveDate) {
+        proxy.$modal.msgError('失效日期必须晚于生效日期')
+        return
+      }
+    }
+    if (creditAfter.value < 0) {
+      proxy.$modal.msgError('调整后额度不能为负数')
+      return
+    }
+    const used = Number(currentAccount.value.usedCredit) || 0
+    if (totalCreditAfter.value < used) {
+      proxy.$modal.msgError('调整后授信总额不能小于已用额度 ' + formatMoney(used))
+      return
+    }
+    if (creditAfter.value === creditBefore.value) {
+      proxy.$modal.msgError('额度未发生变化，无需调整')
+      return
+    }
+    const payload = {
+      customerId: Number(f.customerId) || Number(route.query.customerId) || null,
+      creditType: f.creditType,
+      adjustMode: f.adjustMode,
+      changeAmount: amount,
+      reason: f.reason
+    }
+    if (!payload.customerId) {
+      proxy.$modal.msgError('缺少客户ID，请从客户列表进入客户余额页')
+      return
+    }
+    if (f.creditType === 'TEMP') {
+      payload.effectiveDate = f.effectiveDate || null
+      payload.expireDate = f.expireDate || null
+    }
+    creditSubmitLoading.value = true
+    adjustCredit(payload).then(() => {
+      proxy.$modal.msgSuccess('额度调整成功')
+      creditDialog.visible = false
+      loadCustomer()
+      loadAccounts()
+      getCreditFlowList()
+    }).finally(() => {
+      creditSubmitLoading.value = false
+    })
+  })
+}
+
 function loadCustomer() {
   const customerId = route.query.customerId
   if (!customerId) return
@@ -752,6 +1135,38 @@ function resetFlowQuery() {
   getFlowList()
 }
 
+/* ================= 额度流水 ================= */
+const creditFlowList = ref([])
+const creditFlowTotal = ref(0)
+const creditFlowLoading = ref(false)
+const creditFlowDateRange = ref([])
+const creditFlowQuery = reactive({
+  pageNum: 1,
+  pageSize: 10,
+  customerId: route.query.customerId,
+  creditType: '',
+  changeType: ''
+})
+
+function getCreditFlowList() {
+  creditFlowLoading.value = true
+  const params = proxy.addDateRange({ ...creditFlowQuery }, creditFlowDateRange.value)
+  listCreditFlow(params).then(res => {
+    creditFlowList.value = res.rows || []
+    creditFlowTotal.value = res.total || 0
+  }).finally(() => {
+    creditFlowLoading.value = false
+  })
+}
+
+function resetCreditFlowQuery() {
+  creditFlowQuery.creditType = ''
+  creditFlowQuery.changeType = ''
+  creditFlowDateRange.value = []
+  creditFlowQuery.pageNum = 1
+  getCreditFlowList()
+}
+
 /* ================= 附件上传 ================= */
 const uploadFileUrl = ref(baseUrl + "/common/upload")
 const uploadHeaders = ref({ Authorization: "Bearer " + getToken() })
@@ -848,6 +1263,8 @@ function initPage() {
   viewDialog.attachments = []
   receiptDateRange.value = []
   flowDateRange.value = []
+  creditFlowDateRange.value = []
+  creditDialog.visible = false
   receiptQuery.customerId = customerId
   receiptQuery.receiptType = ''
   receiptQuery.status = ''
@@ -856,15 +1273,22 @@ function initPage() {
   flowQuery.bizType = ''
   flowQuery.direction = ''
   flowQuery.pageNum = 1
+  creditFlowQuery.customerId = customerId
+  creditFlowQuery.creditType = ''
+  creditFlowQuery.changeType = ''
+  creditFlowQuery.pageNum = 1
   receiptList.value = []
   receiptTotal.value = 0
   flowList.value = []
   flowTotal.value = 0
+  creditFlowList.value = []
+  creditFlowTotal.value = 0
   if (!customerId) return
   loadCustomer()
   loadAccounts()
   getReceiptList()
   getFlowList()
+  getCreditFlowList()
 }
 
 onMounted(initPage)
@@ -916,6 +1340,31 @@ watch(() => route.query.customerId, (newId, oldId) => {
   color: var(--el-text-color-secondary);
   font-size: 13px;
   margin-bottom: 8px;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  gap: 4px;
+}
+.balance-sub {
+  margin-top: 6px;
+  font-size: 12px;
+  color: var(--el-text-color-secondary);
+  min-height: 16px;
+}
+.credit-tip {
+  margin-bottom: 12px;
+}
+.credit-preview {
+  margin-top: 4px;
+  padding: 10px 14px;
+  background: var(--el-fill-color-light);
+  border-radius: 4px;
+  font-size: 13px;
+  line-height: 1.8;
+}
+.credit-alert {
+  margin-top: 8px;
+  margin-bottom: 0;
 }
 .balance-value {
   font-size: 22px;