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CRM: 完善客户、联系人、合同、回款计划、回款的操作日志

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puhui999
2024-01-10 15:28:53 +08:00
parent 9bba1ce8a4
commit 1a5fe6fa9a
13 changed files with 255 additions and 163 deletions
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46
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
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@ -1,5 +1,7 @@
package cn.iocoder.yudao.module.crm.enums;
import static cn.iocoder.yudao.module.crm.enums.operatelog.CrmParseFunctionNameConstants.GET_CONTRACT_BY_ID;
/**
* CRM 操作日志枚举
* 目的：统一管理，也减少 Service 里各种“复杂”字符串
@ -22,9 +24,9 @@ public interface LogRecordConstants {
String CRM_CUSTOMER_DELETE_SUB_TYPE = "删除客户";
String CRM_CUSTOMER_DELETE_SUCCESS = "删除了客户【{{#customerName}}】";
String CRM_CUSTOMER_TRANSFER_SUB_TYPE = "转移客户";
String CRM_CUSTOMER_TRANSFER_SUCCESS = "将客户【{{#crmCustomer.name}}】的负责人从【{getAdminUserById{#crmCustomer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_CUSTOMER_LOCK_SUB_TYPE = "{{#crmCustomer.lockStatus ? '解锁客户' : '锁定客户'}}";
String CRM_CUSTOMER_LOCK_SUCCESS = "{{#crmCustomer.lockStatus ? '将客户【' + #crmCustomer.name + '】解锁' : '将客户【' + #crmCustomer.name + '】锁定'}}";
String CRM_CUSTOMER_TRANSFER_SUCCESS = "将客户【{{#customer.name}}】的负责人从【{getAdminUserById{#customer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_CUSTOMER_LOCK_SUB_TYPE = "{{#customer.lockStatus ? '解锁客户' : '锁定客户'}}";
String CRM_CUSTOMER_LOCK_SUCCESS = "{{#customer.lockStatus ? '将客户【' + #customer.name + '】解锁' : '将客户【' + #customer.name + '】锁定'}}";
String CRM_CUSTOMER_POOL_SUB_TYPE = "客户放入公海";
String CRM_CUSTOMER_POOL_SUCCESS = "将客户【{{#customerName}}】放入了公海";
String CRM_CUSTOMER_RECEIVE_SUB_TYPE = "{{#ownerUserName != null ? '分配客户' : '领取客户'}}";
@ -49,14 +51,40 @@ public interface LogRecordConstants {
// ======================= CRM_CONTACT 联系人 =======================
String CRM_CONTACT_TYPE = "CRM 联系人";
String CRM_CONTACT_CREATE_SUB_TYPE = "创建联系人";
String CRM_CONTACT_CREATE_SUCCESS = "创建了联系人{{#contact.name}}";
String CRM_CONTACT_UPDATE_SUB_TYPE = "更新联系人";
String CRM_CONTACT_UPDATE_SUCCESS = "更新了联系人【{{#contactName}}】: {_DIFF{#updateReqVO}}";
String CRM_CONTACT_DELETE_SUB_TYPE = "删除联系人";
String CRM_CONTACT_DELETE_SUCCESS = "删除了联系人【{{#contactName}}】";
String CRM_CONTACT_TRANSFER_SUB_TYPE = "转移联系人";
String CRM_CONTACT_TRANSFER_SUCCESS = "将联系人【{{#contact.name}}】的负责人从【{getAdminUserById{#contact.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
// ======================= CRM_BUSINESS 商机 =======================
String CRM_BUSINESS_TYPE = "CRM 商机";
String CRM_BUSINESS_CREATE_SUB_TYPE = "创建商机";
String CRM_BUSINESS_CREATE_SUCCESS = "创建了商机{{#business.name}}";
String CRM_BUSINESS_UPDATE_SUB_TYPE = "更新商机";
String CRM_BUSINESS_UPDATE_SUCCESS = "更新了商机【{{#businessName}}】: {_DIFF{#updateReqVO}}";
String CRM_BUSINESS_DELETE_SUB_TYPE = "删除商机";
String CRM_BUSINESS_DELETE_SUCCESS = "删除了商机【{{#businessName}}】";
String CRM_BUSINESS_TRANSFER_SUB_TYPE = "转移商机";
String CRM_BUSINESS_TRANSFER_SUCCESS = "将商机【{{#business.name}}】的负责人从【{getAdminUserById{#business.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
// ======================= CRM_CONTRACT 合同 =======================
String CRM_CONTRACT_TYPE = "CRM 合同";
String CRM_CONTRACT_CREATE_SUB_TYPE = "创建合同";
String CRM_CONTRACT_CREATE_SUCCESS = "创建了合同{{#contract.name}}";
String CRM_CONTRACT_UPDATE_SUB_TYPE = "更新合同";
String CRM_CONTRACT_UPDATE_SUCCESS = "更新了合同【{{#contractName}}】: {_DIFF{#updateReqVO}}";
String CRM_CONTRACT_DELETE_SUB_TYPE = "删除合同";
String CRM_CONTRACT_DELETE_SUCCESS = "删除了合同【{{#contractName}}】";
String CRM_CONTRACT_TRANSFER_SUB_TYPE = "转移合同";
String CRM_CONTRACT_TRANSFER_SUCCESS = "将合同【{{#contract.name}}】的负责人从【{getAdminUserById{#contract.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
// ======================= CRM_PRODUCT 产品 =======================
@ -79,9 +107,21 @@ public interface LogRecordConstants {
// ======================= CRM_RECEIVABLE 回款 =======================
String CRM_RECEIVABLE_TYPE = "CRM 回款";
String CRM_RECEIVABLE_CREATE_SUB_TYPE = "创建回款";
String CRM_RECEIVABLE_CREATE_SUCCESS = "创建了合同【{" + GET_CONTRACT_BY_ID + "{#receivable.contractId}}】的第【{{#receivable.period}}】期回款";
String CRM_RECEIVABLE_UPDATE_SUB_TYPE = "更新回款";
String CRM_RECEIVABLE_UPDATE_SUCCESS = "更新了合同【{" + GET_CONTRACT_BY_ID + "{#receivable.contractId}}】的第【{{#receivable.period}}】期回款: {_DIFF{#updateReqVO}}";
String CRM_RECEIVABLE_DELETE_SUB_TYPE = "删除回款";
String CRM_RECEIVABLE_DELETE_SUCCESS = "删除了合同【{" + GET_CONTRACT_BY_ID + "{#receivable.contractId}}】的第【{{#receivable.period}}】期回款";
// ======================= CRM_RECEIVABLE_PLAN 回款计划 =======================
String CRM_RECEIVABLE_PLAN_TYPE = "CRM 回款计划";
String CRM_RECEIVABLE_PLAN_CREATE_SUB_TYPE = "创建回款计划";
String CRM_RECEIVABLE_PLAN_CREATE_SUCCESS = "创建了合同【{" + GET_CONTRACT_BY_ID + "{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划";
String CRM_RECEIVABLE_PLAN_UPDATE_SUB_TYPE = "更新回款计划";
String CRM_RECEIVABLE_PLAN_UPDATE_SUCCESS = "更新了合同【{" + GET_CONTRACT_BY_ID + "{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划: {_DIFF{#updateReqVO}}";
String CRM_RECEIVABLE_PLAN_DELETE_SUB_TYPE = "删除回款计划";
String CRM_RECEIVABLE_PLAN_DELETE_SUCCESS = "删除了合同【{" + GET_CONTRACT_BY_ID + "{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划";
}

1
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/operatelog/CrmParseFunctionNameConstants.java
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@ -13,5 +13,6 @@ public interface CrmParseFunctionNameConstants {
String GET_CUSTOMER_INDUSTRY = "getCustomerIndustry"; // 获取客户行业信息
String GET_CUSTOMER_LEVEL = "getCustomerLevel"; // 获取客户级别
String GET_CUSTOMER_SOURCE = "getCustomerSource"; // 获取客户来源
String GET_CONTRACT_BY_ID = "getContractById"; // 获取合同信息
}