!853 CRM: 完善跟进日志 TODO

Merge pull request !853 from puhui999/develop

yudao-module-crm/yudao-module-crm-biz/pom.xml

@@ -70,5 +70,9 @@
             <groupId>cn.iocoder.boot</groupId>
             <artifactId>yudao-spring-boot-starter-test</artifactId>
         </dependency>
+        <dependency>
+            <groupId>cn.iocoder.boot</groupId>
+            <artifactId>yudao-spring-boot-starter-biz-tenant</artifactId>
+        </dependency>
     </dependencies>
 </project>

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java

@@ -2,14 +2,14 @@ package cn.iocoder.yudao.module.crm.controller.admin.operatelog;
 
 import cn.iocoder.yudao.framework.common.pojo.CommonResult;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo.CrmOperateLogPageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo.CrmOperateLogV2RespVO;
 import cn.iocoder.yudao.module.crm.enums.LogRecordConstants;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 import cn.iocoder.yudao.module.system.api.logger.OperateLogApi;
 import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2PageReqDTO;
-import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
 import io.swagger.v3.oas.annotations.Operation;
-import io.swagger.v3.oas.annotations.Parameter;
 import io.swagger.v3.oas.annotations.tags.Tag;
 import jakarta.annotation.Resource;
 import jakarta.validation.Valid;
@@ -51,16 +51,14 @@ public class CrmOperateLogController {
         BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), CRM_RECEIVABLE_PLAN_TYPE);
     }
 
-    // TODO @puhui999：还是搞个 VO 出来哈
     @GetMapping("/page")
     @Operation(summary = "获得操作日志")
-    @Parameter(name = "id", description = "客户编号", required = true)
-    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
-    public CommonResult<PageResult<OperateLogV2RespDTO>> getCustomerOperateLog(@Valid CrmOperateLogPageReqVO pageReqVO) {
+    @PreAuthorize("@ss.hasPermission('crm:operate-log:query')")
+    public CommonResult<PageResult<CrmOperateLogV2RespVO>> getCustomerOperateLog(@Valid CrmOperateLogPageReqVO pageReqVO) {
         OperateLogV2PageReqDTO reqDTO = new OperateLogV2PageReqDTO();
         reqDTO.setPageSize(PAGE_SIZE_NONE); // 默认不分页，需要分页需注释
         reqDTO.setBizType(BIZ_TYPE_MAP.get(pageReqVO.getBizType())).setBizId(pageReqVO.getBizId());
-        return success(operateLogApi.getOperateLogPage(reqDTO));
+        return success(BeanUtils.toBean(operateLogApi.getOperateLogPage(reqDTO), CrmOperateLogV2RespVO.class));
     }
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogV2RespVO.java

@@ -0,0 +1,89 @@
+package cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo;
+
+import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+@Schema(description = "管理后台 - CRM 跟进 Response VO")
+@Data
+@ExcelIgnoreUnannotated
+public class CrmOperateLogV2RespVO {
+
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    private Long id;
+    /**
+     * 链路追踪编号
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    private String traceId;
+    /**
+     * 用户编号
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
+    private Long userId;
+    /**
+     * 用户名称
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
+    private String userName;
+    /**
+     * 用户类型
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    private Integer userType;
+    /**
+     * 操作模块类型
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    private String type;
+    /**
+     * 操作名
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "修改客户")
+    private String subType;
+    /**
+     * 操作模块业务编号
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    private Long bizId;
+    /**
+     * 操作内容
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "将什么从什么改为了什么")
+    private String action;
+    /**
+     * 拓展字段
+     */
+    @Schema(description = "编号", example = "{orderId: 1}")
+    private String extra;
+
+    /**
+     * 请求方法名
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    private String requestMethod;
+    /**
+     * 请求地址
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    private String requestUrl;
+    /**
+     * 用户 IP
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    private String userIp;
+    /**
+     * 浏览器 UA
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    private String userAgent;
+
+    /**
+     * 创建时间
+     */
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-01-01")
+    private LocalDateTime createTime;
+
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/permission/CrmPermissionConvert.java

@@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.convert.permission;
 import cn.hutool.core.collection.CollUtil;
 import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
 import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
@@ -29,13 +30,10 @@ public interface CrmPermissionConvert {
 
     CrmPermissionConvert INSTANCE = Mappers.getMapper(CrmPermissionConvert.class);
 
-    // TODO @puhui999：这个要不也搞到 copy 里
-    List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permission);
-
-    default List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permission, List<AdminUserRespDTO> userList,
+    default List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permissions, List<AdminUserRespDTO> userList,
                                               Map<Long, DeptRespDTO> deptMap, Map<Long, PostRespDTO> postMap) {
         Map<Long, AdminUserRespDTO> userMap = CollectionUtils.convertMap(userList, AdminUserRespDTO::getId);
-        return CollectionUtils.convertList(convert(permission), item -> {
+        return CollectionUtils.convertList(BeanUtils.toBean(permissions, CrmPermissionRespVO.class), item -> {
             findAndThen(userMap, item.getUserId(), user -> {
                 item.setNickname(user.getNickname());
                 findAndThen(deptMap, user.getDeptId(), deptRespDTO -> item.setDeptName(deptRespDTO.getName()));

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/customer/CrmCustomerDO.java

@@ -114,10 +114,15 @@ public class CrmCustomerDO extends BaseDO {
      */
     private String detailAddress;
 
+    /**
+     * 最后接收时间
+     */
+    private LocalDateTime receiveTime;
     /**
      * 最后跟进时间
      */
     private LocalDateTime contactLastTime;
+
     /**
      * 最后跟进内容
      */

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java

@@ -10,6 +10,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageR
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
 import org.springframework.lang.Nullable;
@@ -99,4 +100,10 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
         return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
     }
 
+    default List<CrmCustomerDO> selectListByLockStatusAndOwnerUserIdNotNull(Boolean lockStatus) {
+        return selectList(new LambdaQueryWrapper<CrmCustomerDO>()
+                .eq(CrmCustomerDO::getLockStatus, lockStatus)
+                .isNotNull(CrmCustomerDO::getOwnerUserId));
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/permission/core/util/CrmPermissionUtils.java

@@ -1,9 +1,17 @@
 package cn.iocoder.yudao.module.crm.framework.permission.core.util;
 
+import cn.hutool.core.util.ObjUtil;
 import cn.hutool.extra.spring.SpringUtil;
+import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
 import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionRoleCodeEnum;
+import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
 import cn.iocoder.yudao.module.system.api.permission.PermissionApi;
 
+import java.util.List;
+
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.anyMatch;
 import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
 
 /**
@@ -22,6 +30,21 @@ public class CrmPermissionUtils {
         return SingletonManager.getPermissionApi().hasAnyRoles(getLoginUserId(), CrmPermissionRoleCodeEnum.CRM_ADMIN.getCode());
     }
 
+    /**
+     * 校验权限
+     *
+     * @param bizType   数据类型，关联 {@link CrmBizTypeEnum}
+     * @param bizId     数据编号，关联 {@link CrmBizTypeEnum} 对应模块 DO#getId()
+     * @param userId    用户编号
+     * @param levelEnum 权限级别
+     * @return boolean
+     */
+    public static boolean hasPermission(Integer bizType, Long bizId, Long userId, CrmPermissionLevelEnum levelEnum) {
+        List<CrmPermissionDO> permissionList = SingletonManager.getCrmPermissionService().getPermissionListByBiz(bizType, bizId);
+        return anyMatch(permissionList, permission ->
+                ObjUtil.equal(permission.getUserId(), userId) && ObjUtil.equal(permission.getLevel(), levelEnum.getLevel()));
+    }
+
     /**
      * 静态内部类实现单例获取
      *
@@ -30,11 +53,16 @@ public class CrmPermissionUtils {
     private static class SingletonManager {
 
         private static final PermissionApi PERMISSION_API = SpringUtil.getBean(PermissionApi.class);
+        private static final CrmPermissionService CRM_PERMISSION_SERVICE = SpringUtil.getBean(CrmPermissionService.class);
 
         public static PermissionApi getPermissionApi() {
             return PERMISSION_API;
         }
 
+        public static CrmPermissionService getCrmPermissionService() {
+            return CRM_PERMISSION_SERVICE;
+        }
+
     }
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/job/customer/CrmCustomerAutoPutPoolJob.java

@@ -0,0 +1,27 @@
+package cn.iocoder.yudao.module.crm.job.customer;
+
+import cn.iocoder.yudao.framework.quartz.core.handler.JobHandler;
+import cn.iocoder.yudao.framework.tenant.core.job.TenantJob;
+import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
+import jakarta.annotation.Resource;
+import org.springframework.stereotype.Component;
+
+/**
+ * 客户自动掉入公海 Job
+ *
+ * @author 芋道源码
+ */
+@Component
+public class CrmCustomerAutoPutPoolJob implements JobHandler {
+
+    @Resource
+    private CrmCustomerService customerService;
+
+    @Override
+    @TenantJob
+    public String execute(String param) {
+        int count = customerService.customerAutoPutPoolBySystem();
+        return String.format("掉入公海客户 %s 个", count);
+    }
+
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/job/package-info.java

@@ -0,0 +1 @@
+package cn.iocoder.yudao.module.crm.job;

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java

@@ -3,7 +3,6 @@ package cn.iocoder.yudao.module.crm.service.clue;
 import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.collection.ListUtil;
 import cn.hutool.core.lang.Assert;
-import cn.hutool.core.util.ObjUtil;
 import cn.hutool.core.util.ObjectUtil;
 import cn.hutool.extra.spring.SpringUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
@@ -15,7 +14,6 @@ import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransformReqV
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveReqVO;
 import cn.iocoder.yudao.module.crm.convert.clue.CrmClueConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
-import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.clue.CrmClueMapper;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@@ -193,46 +191,39 @@ public class CrmClueServiceImpl implements CrmClueService {
         }
 
         // 2. 遍历线索(未转化的线索)，创建对应的客户
-        // TODO @puhui999：这里不用过滤了；
-        List<CrmClueDO> translateClues = filterList(clues, clue -> ObjUtil.equal(Boolean.FALSE, clue.getTransformStatus()));
-        List<CrmCustomerDO> customers = customerService.createCustomerBatch(convertList(translateClues, clue ->
-                BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class)), userId);
+        clues.forEach(clue -> {
+            Long customerId = customerService.createCustomer(BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class), userId);
+            clue.setCustomerId(customerId);
+        });
 
-        // TODO @puhui999：这里不用搞一个 clueCustomerIdMap 出来；可以考虑逐个创建，然后把 customerId 设置回 CrmClueDO；避免 name 匹配，极端会有问题哈；
-        // TODO 是不是就直接 foreach 处理好了；因为本身量不大，for 处理性能 ok，可阅读性好
-        Map<Long, Long> clueCustomerIdMap = new HashMap<>(translateClues.size());
         // 2.1 更新线索
-        clueMapper.updateBatch(convertList(customers, customer -> {
-            CrmClueDO firstClue = findFirst(translateClues, clue -> ObjUtil.equal(clue.getName(), customer.getName()));
-            clueCustomerIdMap.put(firstClue.getId(), customer.getId());
-            return new CrmClueDO().setId(firstClue.getId()).setTransformStatus(Boolean.TRUE).setCustomerId(customer.getId());
-        }));
+        clueMapper.updateBatch(convertList(clues, clue -> new CrmClueDO().setId(clue.getId()).setTransformStatus(Boolean.TRUE)
+                .setCustomerId(clue.getCustomerId())));
         // 2.3 复制跟进
-        updateFollowUpRecords(clueCustomerIdMap);
-
+        updateFollowUpRecords(clues);
         // 3. 记录操作日志
-        for (CrmClueDO clue : translateClues) {
-            // TODO @puhui999：这里优化下，translate 操作日志
-            getSelf().receiveClueLog(clue);
+        for (CrmClueDO clue : clues) {
+            getSelf().translateCustomerLog(clue);
         }
     }
 
-    private void updateFollowUpRecords(Map<Long, Long> clueCustomerIdMap) {
+    private void updateFollowUpRecords(List<CrmClueDO> clues) {
         List<CrmFollowUpRecordDO> followUpRecords = followUpRecordService.getFollowUpRecordByBiz(
-                CrmBizTypeEnum.CRM_LEADS.getType(), clueCustomerIdMap.keySet());
+                CrmBizTypeEnum.CRM_LEADS.getType(), convertSet(clues, CrmClueDO::getId));
         if (CollUtil.isEmpty(followUpRecords)) {
             return;
         }
 
+        Map<Long, CrmClueDO> clueMap = convertMap(clues, CrmClueDO::getId);
         // 创建跟进
         followUpRecordService.createFollowUpRecordBatch(convertList(followUpRecords, followUpRecord ->
                 BeanUtils.toBean(followUpRecord, CrmFollowUpCreateReqBO.class).setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
-                        .setBizId(clueCustomerIdMap.get(followUpRecord.getBizId()))));
+                        .setBizId(clueMap.get(followUpRecord.getBizId()).getCustomerId())));
     }
 
     @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_TRANSLATE_SUB_TYPE, bizNo = "{{#clue.id}}",
             success = CRM_LEADS_TRANSLATE_SUCCESS)
-    public void receiveClueLog(CrmClueDO clue) {
+    public void translateCustomerLog(CrmClueDO clue) {
         // 记录操作日志上下文
         LogRecordContext.putVariable("clue", clue);
     }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactBusinessServiceImpl.java

@@ -6,6 +6,9 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactBusinessDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.contactbusinesslink.CrmContactBusinessMapper;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
+import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
 import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
 import jakarta.annotation.Resource;
 import org.springframework.context.annotation.Lazy;
@@ -19,7 +22,6 @@ import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionU
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_NOT_EXISTS;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CONTACT_NOT_EXISTS;
 
-// TODO @puhui999：数据权限的校验；每个操作；
 /**
  * 联系人与商机的关联 Service 实现类
  *
@@ -40,6 +42,7 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
     private CrmContactService contactService;
 
     @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#createReqVO.contactId", level = CrmPermissionLevelEnum.WRITE)
     public void createContactBusinessList(CrmContactBusinessReqVO createReqVO) {
         CrmContactDO contact = contactService.getContact(createReqVO.getContactId());
         if (contact == null) {
@@ -65,6 +68,7 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
     }
 
     @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#deleteReqVO.contactId", level = CrmPermissionLevelEnum.WRITE)
     public void deleteContactBusinessList(CrmContactBusinessReqVO deleteReqVO) {
         CrmContactDO contact = contactService.getContact(deleteReqVO.getContactId());
         if (contact == null) {
@@ -76,11 +80,13 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
     }
 
     @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#contactId", level = CrmPermissionLevelEnum.WRITE)
     public void deleteContactBusinessByContactId(Long contactId) {
-        contactBusinessMapper.delete(CrmContactBusinessDO::getContactId,contactId);
+        contactBusinessMapper.delete(CrmContactBusinessDO::getContactId, contactId);
     }
 
     @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#contactId", level = CrmPermissionLevelEnum.READ)
     public List<CrmContactBusinessDO> getContactBusinessListByContactId(Long contactId) {
         return contactBusinessMapper.selectListByContactId(contactId);
     }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java

@@ -100,13 +100,13 @@ public interface CrmCustomerService {
     void updateCustomerFollowUp(CrmUpdateFollowUpReqBO customerUpdateFollowUpReqBO);
 
     /**
-     * 批量创建客户
+     * 创建客户
      *
-     * @param customerCreateReqBOs 请求
-     * @param userId               用户编号
+     * @param customerCreateReq 请求信息
+     * @param userId            用户编号
      * @return 客户列表
      */
-    List<CrmCustomerDO> createCustomerBatch(List<CrmCustomerCreateReqBO> customerCreateReqBOs, Long userId);
+    Long createCustomer(CrmCustomerCreateReqBO customerCreateReq, Long userId);
 
     // ==================== 公海相关操作 ====================
 
@@ -126,4 +126,11 @@ public interface CrmCustomerService {
      */
     void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive);
 
+    /**
+     * 【系统】客户自动掉入公海
+     *
+     * @return 掉入公海数量
+     */
+    int customerAutoPutPoolBySystem();
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java

@@ -2,9 +2,11 @@ package cn.iocoder.yudao.module.crm.service.customer;
 
 import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.lang.Assert;
+import cn.hutool.core.util.ObjUtil;
 import cn.hutool.extra.spring.SpringUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
+import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
 import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerLockReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
@@ -13,6 +15,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTrans
 import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerLimitConfigDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
@@ -31,6 +34,7 @@ import com.mzt.logapi.context.LogRecordContext;
 import com.mzt.logapi.service.impl.DiffParseFunction;
 import com.mzt.logapi.starter.annotation.LogRecord;
 import jakarta.annotation.Resource;
+import lombok.extern.slf4j.Slf4j;
 import org.springframework.context.annotation.Lazy;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
@@ -43,12 +47,10 @@ import java.util.Collections;
 import java.util.List;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
-import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
 import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
 import static cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum.CUSTOMER_LOCK_LIMIT;
 import static cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum.CUSTOMER_OWNER_LIMIT;
-import static java.util.Collections.emptyList;
 import static java.util.Collections.singletonList;
 
 /**
@@ -57,6 +59,7 @@ import static java.util.Collections.singletonList;
  * @author Wanwan
  */
 @Service
+@Slf4j
 @Validated
 public class CrmCustomerServiceImpl implements CrmCustomerService {
 
@@ -69,6 +72,9 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
     private CrmCustomerLimitConfigService customerLimitConfigService;
     @Resource
     @Lazy
+    private CrmCustomerPoolConfigService customerPoolConfigService;
+    @Resource
+    @Lazy
     private CrmContactService contactService;
     @Resource
     @Lazy
@@ -91,9 +97,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
 
         // 2. 插入客户
         CrmCustomerDO customer = BeanUtils.toBean(createReqVO, CrmCustomerDO.class)
-                .setLockStatus(false).setDealStatus(false)
-                .setContactLastTime(LocalDateTime.now());
-        // TODO @puhui999：可能要加个 receiveTime 字段，记录最后接收时间
+                .setLockStatus(false).setDealStatus(false).setContactLastTime(LocalDateTime.now());
         customerMapper.insert(customer);
 
         // 3. 创建数据权限
@@ -214,24 +218,24 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    public List<CrmCustomerDO> createCustomerBatch(List<CrmCustomerCreateReqBO> customerCreateReqBOs, Long userId) {
-        if (CollUtil.isEmpty(customerCreateReqBOs)) {
-            return emptyList();
-        }
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_CREATE_SUB_TYPE, bizNo = "{{#customer.id}}",
+            success = CRM_CUSTOMER_CREATE_SUCCESS)
+    public Long createCustomer(CrmCustomerCreateReqBO customerCreateReq, Long userId) {
+        // 1. 插入客户
+        CrmCustomerDO customer = BeanUtils.toBean(customerCreateReq, CrmCustomerDO.class).setOwnerUserId(userId)
+                .setLockStatus(false).setDealStatus(false).setReceiveTime(LocalDateTime.now());
+        customerMapper.insert(customer);
 
-        // 创建客户
-        List<CrmCustomerDO> customers = convertList(customerCreateReqBOs, customerBO ->
-                BeanUtils.toBean(customerBO, CrmCustomerDO.class).setOwnerUserId(userId));
-        customerMapper.insertBatch(customers);
+        // 2. 创建数据权限
+        permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
+                .setBizId(customer.getId()).setUserId(userId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel())); // 设置当前操作的人为负责人
 
-        // 创建负责人数据权限
-        permissionService.createPermissionBatch(convertList(customers, customer -> new CrmPermissionCreateReqBO()
-                .setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType()).setBizId(customer.getId()).setUserId(userId)
-                .setLevel(CrmPermissionLevelEnum.OWNER.getLevel())));
-        return customers;
+        // 3. 记录操作日志上下文
+        LogRecordContext.putVariable("customer", customer);
+        return customer.getId();
     }
 
-    // ==================== 公海相关操作 ====================
+// ==================== 公海相关操作 ====================
 
     @Override
     @Transactional(rollbackFor = Exception.class)
@@ -249,17 +253,8 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         // 1.3. 校验客户是否锁定
         validateCustomerIsLocked(customer, true);
 
-        // 2.1 设置负责人为 NULL
-        int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);
-        if (updateOwnerUserIncr == 0) {
-            throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
-        }
-        // 2.2 删除负责人数据权限
-        permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
-                CrmPermissionLevelEnum.OWNER.getLevel());
-
-        // 3. 联系人的负责人，也要设置为 null。因为：因为领取后，负责人也要关联过来，这块和 receiveCustomer 是对应的
-        contactService.updateOwnerUserIdByCustomerId(customer.getId(), null);
+        // 2. 客户放入公海
+        putCustomerPool(customer);
 
         // 记录操作日志上下文
         LogRecordContext.putVariable("customerName", customer.getName());
@@ -317,6 +312,49 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         }
     }
 
+    @Override
+    public int customerAutoPutPoolBySystem() {
+        CrmCustomerPoolConfigDO poolConfig = customerPoolConfigService.getCustomerPoolConfig();
+        if (poolConfig == null || !poolConfig.getEnabled()) {
+            return 0;
+        }
+        // 获取没有锁定的不在公海的客户
+        List<CrmCustomerDO> customerList = customerMapper.selectListByLockStatusAndOwnerUserIdNotNull(Boolean.FALSE);
+        List<CrmCustomerDO> poolCustomerList = CollectionUtils.filterList(customerList, customer -> {
+            // 1.1 未成交放入公海
+            if (!customer.getDealStatus()) {
+                return (poolConfig.getDealExpireDays() - LocalDateTimeUtils.between(customer.getCreateTime())) <= 0;
+            }
+            // 1.2 未跟进放入公海
+            LocalDateTime lastTime = ObjUtil.defaultIfNull(customer.getContactLastTime(), customer.getCreateTime());
+            return (poolConfig.getContactExpireDays() - LocalDateTimeUtils.between(lastTime)) <= 0;
+        });
+        int count = 0;
+        for (CrmCustomerDO customer : poolCustomerList) {
+            try {
+                getSelf().putCustomerPool(customer);
+                count++;
+            } catch (Throwable e) {
+                log.error("[customerAutoPutPoolBySystem][Customer 客户({}) 放入公海异常]", customer.getId(), e);
+            }
+        }
+        return count;
+    }
+
+    private void putCustomerPool(CrmCustomerDO customer) {
+        // 1. 设置负责人为 NULL
+        int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);
+        if (updateOwnerUserIncr == 0) {
+            throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
+        }
+        // 2. 删除负责人数据权限
+        permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
+                CrmPermissionLevelEnum.OWNER.getLevel());
+
+        // 3. 联系人的负责人，也要设置为 null。因为：因为领取后，负责人也要关联过来，这块和 receiveCustomer 是对应的
+        contactService.updateOwnerUserIdByCustomerId(customer.getId(), null);
+    }
+
     @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_RECEIVE_SUB_TYPE, bizNo = "{{#customer.id}}",
             success = CRM_CUSTOMER_RECEIVE_SUCCESS)
     public void receiveCustomerLog(CrmCustomerDO customer, String ownerUserName) {

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java

@@ -7,7 +7,6 @@ import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordPageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordSaveReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
-import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.followup.CrmFollowUpRecordMapper;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
@@ -31,10 +30,10 @@ import java.util.Collections;
 import java.util.List;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
-import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.anyMatch;
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.FOLLOW_UP_RECORD_DELETE_DENIED;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.FOLLOW_UP_RECORD_NOT_EXISTS;
+import static cn.iocoder.yudao.module.crm.framework.permission.core.util.CrmPermissionUtils.hasPermission;
 
 /**
  * 跟进记录 Service 实现类
@@ -94,14 +93,15 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
             customerService.updateCustomerFollowUp(updateFollowUpReqBO);
         }
 
-        // TODO @puhui999：这两个，不更新 contactLastTime、contactLastContent，只更新 nextTime
         // 3.1 更新 contactIds 对应的记录
         if (CollUtil.isNotEmpty(createReqVO.getContactIds())) {
-            contactService.updateContactFollowUpBatch(convertList(createReqVO.getContactIds(), updateFollowUpReqBO::setBizId));
+            contactService.updateContactFollowUpBatch(convertList(createReqVO.getContactIds(),
+                    contactId -> updateFollowUpReqBO.setBizId(contactId).setContactLastTime(null).setContactLastContent(null)));
         }
         // 3.2 需要更新 businessIds、contactIds 对应的记录
         if (CollUtil.isNotEmpty(createReqVO.getBusinessIds())) {
-            businessService.updateBusinessFollowUpBatch(convertList(createReqVO.getBusinessIds(), updateFollowUpReqBO::setBizId));
+            businessService.updateBusinessFollowUpBatch(convertList(createReqVO.getBusinessIds(),
+                    businessId -> updateFollowUpReqBO.setBizId(businessId).setContactLastTime(null).setContactLastContent(null)));
         }
         return followUpRecord.getId();
     }
@@ -112,8 +112,7 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
             return;
         }
 
-        List<CrmFollowUpRecordDO> followUpRecords = BeanUtils.toBean(followUpCreateReqBOs, CrmFollowUpRecordDO.class);
-        crmFollowUpRecordMapper.insertBatch(followUpRecords);
+        crmFollowUpRecordMapper.insertBatch(BeanUtils.toBean(followUpCreateReqBOs, CrmFollowUpRecordDO.class));
     }
 
     @Override
@@ -121,12 +120,7 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
         // 校验存在
         CrmFollowUpRecordDO followUpRecord = validateFollowUpRecordExists(id);
         // 校验权限
-        // TODO @puhui999：是不是封装一个 hasPermission，更简介一点；
-        List<CrmPermissionDO> permissionList = permissionService.getPermissionListByBiz(
-                followUpRecord.getBizType(), followUpRecord.getBizId());
-        boolean hasPermission = anyMatch(permissionList, permission ->
-                ObjUtil.equal(permission.getUserId(), userId) && ObjUtil.equal(permission.getLevel(), CrmPermissionLevelEnum.OWNER.getLevel()));
-        if (!hasPermission) {
+        if (!hasPermission(followUpRecord.getBizType(), followUpRecord.getBizId(), userId, CrmPermissionLevelEnum.OWNER)) {
             throw exception(FOLLOW_UP_RECORD_DELETE_DENIED);
         }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/bo/CrmUpdateFollowUpReqBO.java

@@ -21,7 +21,6 @@ public class CrmUpdateFollowUpReqBO {
 
     @Schema(description = "最后跟进时间")
     @DiffLogField(name = "最后跟进时间")
-    @NotNull(message = "最后跟进时间不能为空")
     private LocalDateTime contactLastTime;
 
     @Schema(description = "下次联系时间")
@@ -30,7 +29,6 @@ public class CrmUpdateFollowUpReqBO {
 
     @Schema(description = "最后更进内容")
     @DiffLogField(name = "最后更进内容")
-    @NotNull(message = "最后更进内容不能为空")
     private String contactLastContent;
 
 }