📖 CRM：code review 跟进记录

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

@@ -13,76 +13,31 @@ 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/dal/mysql/customer/CrmCustomerMapper.java

@@ -103,6 +103,7 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
     default List<CrmCustomerDO> selectListByLockStatusAndOwnerUserIdNotNull(Boolean lockStatus) {
         return selectList(new LambdaQueryWrapper<CrmCustomerDO>()
                 .eq(CrmCustomerDO::getLockStatus, lockStatus)
+                // TODO @puhui999：not null 可以转化成大于 0
                 .isNotNull(CrmCustomerDO::getOwnerUserId));
     }
 

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

@@ -30,6 +30,7 @@ public class CrmPermissionUtils {
         return SingletonManager.getPermissionApi().hasAnyRoles(getLoginUserId(), CrmPermissionRoleCodeEnum.CRM_ADMIN.getCode());
     }
 
+    // TODO @puhui999：这个貌似直接放到 CrmPermissionService 会更好？
     /**
      * 校验权限
      *

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

@@ -1 +1,4 @@
+/**
+ * TODO 芋艿：临时占位，后续可删除
+ */
 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

@@ -190,32 +190,36 @@ public class CrmClueServiceImpl implements CrmClueService {
             throw exception(CLUE_ANY_CLUE_ALREADY_TRANSLATED, convertSet(translatedClues, CrmClueDO::getId));
         }
 
-        // 2. 遍历线索(未转化的线索)，创建对应的客户
+        // 2.1 遍历线索(未转化的线索)，创建对应的客户
         clues.forEach(clue -> {
             Long customerId = customerService.createCustomer(BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class), userId);
             clue.setCustomerId(customerId);
         });
+        // 2.2 更新线索
+        clueMapper.updateBatch(convertList(clues, clue -> new CrmClueDO().setId(clue.getId())
+                .setTransformStatus(Boolean.TRUE).setCustomerId(clue.getCustomerId())));
+        // 2.3 复制跟进记录
+        copyFollowUpRecords(clues);
 
-        // 2.1 更新线索
-        clueMapper.updateBatch(convertList(clues, clue -> new CrmClueDO().setId(clue.getId()).setTransformStatus(Boolean.TRUE)
-                .setCustomerId(clue.getCustomerId())));
-        // 2.3 复制跟进
-        updateFollowUpRecords(clues);
         // 3. 记录操作日志
         for (CrmClueDO clue : clues) {
             getSelf().translateCustomerLog(clue);
         }
     }
 
-    private void updateFollowUpRecords(List<CrmClueDO> clues) {
+    /**
+     * 线索被转换客户后，需要将线索的跟进记录，复制到客户上
+     *
+     * @param clues 被转化的线索
+     */
+    private void copyFollowUpRecords(List<CrmClueDO> clues) {
         List<CrmFollowUpRecordDO> followUpRecords = followUpRecordService.getFollowUpRecordByBiz(
                 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
+        Map<Long, CrmClueDO> clueMap = convertMap(clues, CrmClueDO::getId);
         followUpRecordService.createFollowUpRecordBatch(convertList(followUpRecords, followUpRecord ->
                 BeanUtils.toBean(followUpRecord, CrmFollowUpCreateReqBO.class).setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
                         .setBizId(clueMap.get(followUpRecord.getBizId()).getCustomerId())));

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

@@ -126,6 +126,7 @@ public interface CrmCustomerService {
      */
     void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive);
 
+    // TODO @puhui999：autoPutCustomerPool，注释说明是系统就好哈；
     /**
      * 【系统】客户自动掉入公海
      *

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

@@ -28,9 +28,9 @@ public interface CrmFollowUpRecordService {
     /**
      * 创建更进
      *
-     * @param followUpCreateReqBOs 请求
+     * @param list 请求
      */
-    void createFollowUpRecordBatch(List<CrmFollowUpCreateReqBO> followUpCreateReqBOs);
+    void createFollowUpRecordBatch(List<CrmFollowUpCreateReqBO> list);
 
     /**
      * 删除跟进记录 (数据权限基于 bizType、 bizId)

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

@@ -93,12 +93,12 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
             customerService.updateCustomerFollowUp(updateFollowUpReqBO);
         }
 
-        // 3.1 更新 contactIds 对应的记录
+        // 3.1 更新 contactIds 对应的记录，不更新 lastTime 和 lastContent
         if (CollUtil.isNotEmpty(createReqVO.getContactIds())) {
             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
+        // 3.2 需要更新 businessIds 对应的记录，不更新 lastTime 和 lastContent
         if (CollUtil.isNotEmpty(createReqVO.getBusinessIds())) {
             businessService.updateBusinessFollowUpBatch(convertList(createReqVO.getBusinessIds(),
                     businessId -> updateFollowUpReqBO.setBizId(businessId).setContactLastTime(null).setContactLastContent(null)));
@@ -107,12 +107,11 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
     }
 
     @Override
-    public void createFollowUpRecordBatch(List<CrmFollowUpCreateReqBO> followUpCreateReqBOs) {
-        if (CollUtil.isEmpty(followUpCreateReqBOs)) {
+    public void createFollowUpRecordBatch(List<CrmFollowUpCreateReqBO> list) {
+        if (CollUtil.isEmpty(list)) {
             return;
         }
-
-        crmFollowUpRecordMapper.insertBatch(BeanUtils.toBean(followUpCreateReqBOs, CrmFollowUpRecordDO.class));
+        crmFollowUpRecordMapper.insertBatch(BeanUtils.toBean(list, CrmFollowUpRecordDO.class));
     }
 
     @Override