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CRM: 完善回款

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This commit is contained in:
puhui999
2024-02-25 00:36:08 +08:00
parent dd6981d901
commit 88cb683752
9 changed files with 51 additions and 19 deletions
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9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
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@@ -221,4 +221,13 @@ public class CrmContractController {
return success(contractService.getEndContractCount(getLoginUserId()));
}
@GetMapping("/list-all-simple-by-customer")
@Operation(summary = "获得合同精简列表", description = "只包含有读权限的客户的合同，主要用于前端的下拉选项")
@Parameter(name = "customerId", description = "客户编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<List<CrmContractRespVO>> getListAllSimpleByCustomer(@RequestParam("customerId") Long customerId) {
PageResult<CrmContractDO> result = contractService.getContractPageByCustomerId(new CrmContractPageReqVO().setCustomerId(customerId));
return success(BeanUtils.toBean(result.getList(), CrmContractRespVO.class));
}
}

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivableController.java
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@@ -153,7 +153,7 @@ public class CrmReceivableController {
@PutMapping("/submit")
@Operation(summary = "提交回款审批")
@PreAuthorize("@ss.hasPermission('crm:receivable:submit')")
@PreAuthorize("@ss.hasPermission('crm:receivable:update')")
public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
receivableService.submitReceivable(id, getLoginUserId());
return success(true);

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivablePlanController.java
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@@ -24,6 +24,7 @@ import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.Parameters;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
@@ -159,4 +160,18 @@ public class CrmReceivablePlanController {
return success(receivablePlanService.getRemindReceivablePlanCount(getLoginUserId()));
}
@GetMapping("/list-all-simple-by-customer")
@Operation(summary = "获得回款计划精简列表", description = "获得回款计划精简列表，主要用于前端的下拉选项")
@Parameters({
@Parameter(name = "customerId", description = "客户编号", required = true),
@Parameter(name = "contractId", description = "合同编号", required = true)
})
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<List<CrmReceivablePlanRespVO>> getListAllSimpleByCustomer(@RequestParam("customerId") Long customerId,
@RequestParam("contractId") Long contractId) {
PageResult<CrmReceivablePlanDO> result = receivablePlanService.getReceivablePlanPageByCustomerId(
new CrmReceivablePlanPageReqVO().setCustomerId(customerId).setContractId(contractId));
return success(BeanUtils.toBean(result.getList(), CrmReceivablePlanRespVO.class));
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanPageReqVO.java
View File

@@ -30,8 +30,10 @@ public class CrmReceivablePlanPageReqVO extends PageParam {
@Schema(description = "客户编号", example = "18026")
private Long customerId;
// TODO @芋艿：这个搜的应该是合同编号 no
@Schema(description = "合同名称", example = "3473")
@Schema(description = "合同编号", example = "H3473")
private String contractNo;
@Schema(description = "合同编号", example = "3473")
private Long contractId;
@Schema(description = "场景类型", example = "1")

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanSaveReqVO.java
View File

@@ -37,6 +37,10 @@ public class CrmReceivablePlanSaveReqVO {
@NotNull(message = "计划回款金额不能为空")
private BigDecimal price;
@Schema(description = "提醒日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
@NotNull(message = "提醒日期不能为空")
private LocalDateTime remindTime;
@Schema(description = "提前几天提醒", example = "1")
private Integer remindDays;

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableRespVO.java
View File

@@ -38,9 +38,6 @@ public class CrmReceivableRespVO {
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long ownerUserId;
@Schema(description = "显示顺序")
private Integer sort;
@Schema(description = "备注", example = "备注")
private String remark;

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableSaveReqVO.java
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@@ -46,9 +46,6 @@ public class CrmReceivableSaveReqVO {
@NotNull(message = "负责人编号不能为空")
private Long ownerUserId;
@Schema(description = "显示顺序")
private Integer sort;
@Schema(description = "备注", example = "备注")
private String remark;

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/receivable/CrmReceivableDO.java
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@@ -67,10 +67,6 @@ public class CrmReceivableDO extends BaseDO {
* 计划回款金额，单位：元
*/
private BigDecimal price;
/**
* 显示顺序
*/
private Integer sort;
/**
* 备注
*/

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivablePlanMapper.java
View File

@@ -3,9 +3,9 @@ package cn.iocoder.yudao.module.crm.dal.mysql.receivable;
import cn.hutool.core.date.LocalDateTimeUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
@@ -15,6 +15,7 @@ import org.apache.ibatis.annotations.Mapper;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.List;
import java.util.Objects;
/**
* 回款计划 Mapper
@@ -25,10 +26,15 @@ import java.util.List;
public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO> {
default PageResult<CrmReceivablePlanDO> selectPageByCustomerId(CrmReceivablePlanPageReqVO reqVO) {
return selectPage(reqVO, new LambdaQueryWrapperX<CrmReceivablePlanDO>()
.eq(CrmReceivablePlanDO::getCustomerId, reqVO.getCustomerId()) // 必须传递
MPJLambdaWrapperX<CrmReceivablePlanDO> query = new MPJLambdaWrapperX<>();
if (Objects.nonNull(reqVO.getContractNo())) { // 根据合同编号检索
query.innerJoin(CrmContractDO.class, on -> on.like(CrmContractDO::getNo, reqVO.getContractNo())
.eq(CrmContractDO::getId, CrmReceivablePlanDO::getContractId));
}
query.eq(CrmReceivablePlanDO::getCustomerId, reqVO.getCustomerId()) // 必须传递
.eqIfPresent(CrmReceivablePlanDO::getContractId, reqVO.getContractId())
.orderByDesc(CrmReceivablePlanDO::getId));
.orderByDesc(CrmReceivablePlanDO::getPeriod);
return selectJoinPage(reqVO, CrmReceivablePlanDO.class, query);
}
default PageResult<CrmReceivablePlanDO> selectPage(CrmReceivablePlanPageReqVO pageReqVO, Long userId) {
@@ -40,7 +46,12 @@ public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO
query.selectAll(CrmReceivablePlanDO.class)
.eqIfPresent(CrmReceivablePlanDO::getCustomerId, pageReqVO.getCustomerId())
.eqIfPresent(CrmReceivablePlanDO::getContractId, pageReqVO.getContractId())
.orderByDesc(CrmReceivablePlanDO::getId);
.orderByDesc(CrmReceivablePlanDO::getPeriod);
if (Objects.nonNull(pageReqVO.getContractNo())) { // 根据合同编号检索
query.innerJoin(CrmContractDO.class, on -> on.like(CrmContractDO::getNo, pageReqVO.getContractNo())
.eq(CrmContractDO::getId, CrmReceivablePlanDO::getContractId));
}
// Backlog: 回款提醒类型
// TODO: @dhb52 需要配置 提前提醒天数
@@ -55,7 +66,8 @@ public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO
.lt(CrmReceivablePlanDO::getReturnTime, endOfToday);
} else if (CrmReceivablePlanPageReqVO.REMIND_TYPE_RECEIVED.equals(pageReqVO.getRemindType())) { // 已回款
query.isNotNull(CrmReceivablePlanDO::getReceivableId)
.between(CrmReceivablePlanDO::getReturnTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));;
.between(CrmReceivablePlanDO::getReturnTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));
;
}
return selectJoinPage(pageReqVO, CrmReceivablePlanDO.class, query);