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CRM：完善数据权限，实现数据权限同时添加、同时转移

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puhui999
2024-03-03 20:10:30 +08:00
parent f56fab932a
commit ba1b028001
21 changed files with 253 additions and 72 deletions
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6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessTransferReqVO.java
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@@ -3,15 +3,19 @@ package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - 商机转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmBusinessTransferReqVO {
@Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "商机编号不能为空")
private Long id;
private Long bizId;
/**
* 新负责人的用户编号

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransferReqVO.java
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@@ -12,7 +12,7 @@ public class CrmClueTransferReqVO {
@Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "线索编号不能为空")
private Long id;
private Long bizId;
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactTransferReqVO.java
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@@ -2,17 +2,21 @@ package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import jakarta.validation.constraints.NotNull;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - CRM 联系人转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmContactTransferReqVO {
@Schema(description = "联系人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "联系人编号不能为空")
private Long id;
private Long bizId;
/**
* 新负责人的用户编号

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractTransferReqVO.java
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@@ -3,17 +3,21 @@ package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import jakarta.validation.constraints.NotNull;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - CRM 合同转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmContractTransferReqVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "联系人编号不能为空")
private Long id;
private Long bizId;
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
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@@ -62,8 +62,6 @@ public class CrmCustomerController {
private DeptApi deptApi;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DictDataApi dictDataApi;
@PostMapping("/create")
@Operation(summary = "创建客户")

10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerTransferReqVO.java
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@@ -5,13 +5,15 @@ import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.util.List;
@Schema(description = "管理后台 - CRM 客户转移 Request VO")
@Data
public class CrmCustomerTransferReqVO {
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "客户编号不能为空")
private Long id;
private Long bizId;
/**
* 新负责人的用户编号
@@ -28,4 +30,10 @@ public class CrmCustomerTransferReqVO {
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer oldOwnerPermissionLevel;
/**
* 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择
*/
@Schema(description = "同时转移", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private List<Integer> toBizTypes;
}

58
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
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@@ -5,12 +5,19 @@ import cn.iocoder.yudao.framework.common.pojo.CommonResult;
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.CrmPermissionCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
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.framework.permission.core.annotations.CrmPermission;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
@@ -27,13 +34,11 @@ import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.util.Collection;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.*;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@@ -50,7 +55,12 @@ public class CrmPermissionController {
@Resource
private CrmPermissionService permissionService;
@Resource
private CrmContactService contactService;
@Resource
private CrmBusinessService businessService;
@Resource
private CrmContractService contractService;
@Resource
private AdminUserApi adminUserApi;
@Resource
@@ -60,13 +70,47 @@ public class CrmPermissionController {
@PostMapping("/create")
@Operation(summary = "创建数据权限")
@Transactional(rollbackFor = Exception.class)
@PreAuthorize("@ss.hasPermission('crm:permission:create')")
@CrmPermission(bizTypeValue = "#reqVO.bizType", bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionCreateReqVO reqVO) {
public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionSaveReqVO reqVO) {
permissionService.createPermission(BeanUtils.toBean(reqVO, CrmPermissionCreateReqBO.class));
if (CollUtil.isNotEmpty(reqVO.getToBizTypes())) {
createBizTypePermissions(reqVO);
}
return success(true);
}
private void createBizTypePermissions(CrmPermissionSaveReqVO reqVO) {
List<CrmPermissionCreateReqBO> createPermissions = new ArrayList<>();
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTACT.getType())) {
List<CrmContactDO> contactList = contactService.getContactListByCustomerIdOwnerUserId(reqVO.getBizId(), getLoginUserId());
contactList.forEach(item -> {
createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CONTACT.getType())
.setBizId(item.getId()).setUserId(reqVO.getUserId()).setLevel(reqVO.getLevel()));
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_BUSINESS.getType())) {
List<CrmBusinessDO> businessList = businessService.getBusinessListByCustomerIdOwnerUserId(reqVO.getBizId(), getLoginUserId());
businessList.forEach(item -> {
createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_BUSINESS.getType())
.setBizId(item.getId()).setUserId(reqVO.getUserId()).setLevel(reqVO.getLevel()));
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTRACT.getType())) {
List<CrmContractDO> contractList = contractService.getContractListByCustomerIdOwnerUserId(reqVO.getBizId(), getLoginUserId());
contractList.forEach(item -> {
createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CONTRACT.getType())
.setBizId(item.getId()).setUserId(reqVO.getUserId()).setLevel(reqVO.getLevel()));
});
}
if (CollUtil.isEmpty(createPermissions)) {
return;
}
permissionService.createPermissionBatch(createPermissions);
}
@PutMapping("/update")
@Operation(summary = "编辑数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:update')")

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionCreateReqVO.java
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@@ -1,14 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 数据权限创建 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmPermissionCreateReqVO extends CrmPermissionBaseVO {
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionRespVO.java
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@@ -1,6 +1,10 @@
package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.time.LocalDateTime;
@@ -8,11 +12,29 @@ import java.util.Set;
@Schema(description = "管理后台 - CRM 数据权限 Response VO")
@Data
public class CrmPermissionRespVO extends CrmPermissionBaseVO {
public class CrmPermissionRespVO {
@Schema(description = "数据权限编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "123456")
@NotNull(message = "用户编号不能为空")
private Long userId;
@Schema(description = "CRM 类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmBizTypeEnum.class)
@NotNull(message = "CRM 类型不能为空")
private Integer bizType;
@Schema(description = "CRM 类型数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@NotNull(message = "CRM 类型数据编号不能为空")
private Long bizId;
@Schema(description = "权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmPermissionLevelEnum.class)
@NotNull(message = "权限级别不能为空")
private Integer level;
@Schema(description = "用户昵称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
private String nickname;

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionBaseVO.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionSaveReqVO.java
View File

@@ -8,14 +8,11 @@ import lombok.Data;
import jakarta.validation.constraints.NotNull;
/**
* 数据权限 Base VO，提供给添加、修改、详细的子 VO 使用
* 如果子 VO 存在差异的字段，请不要添加到这里，影响 Swagger 文档生成
*
* @author HUIHUI
*/
import java.util.List;
@Schema(description = "管理后台 - CRM 数据权限创建/更新 Request VO")
@Data
public class CrmPermissionBaseVO {
public class CrmPermissionSaveReqVO {
@Schema(description = "用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "123456")
@NotNull(message = "用户编号不能为空")
@@ -35,4 +32,10 @@ public class CrmPermissionBaseVO {
@NotNull(message = "权限级别不能为空")
private Integer level;
/**
* 添加客户团队成员时，需要额外有【联系人】【商机】【合同】的 checkbox 选择
*/
@Schema(description = "同时添加", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private List<Integer> toBizTypes;
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
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@@ -6,12 +6,14 @@ 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.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import java.util.Collection;
import java.util.List;
/**
* 商机 Mapper
@@ -57,4 +59,10 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId);
}
default List<CrmBusinessDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId){
return selectList(new LambdaQueryWrapperX<CrmBusinessDO>()
.eq(CrmBusinessDO::getCustomerId, customerId)
.eq(CrmBusinessDO::getOwnerUserId, ownerUserId));
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contact/CrmContactMapper.java
View File

@@ -73,4 +73,10 @@ public interface CrmContactMapper extends BaseMapperX<CrmContactDO> {
return selectList(CrmContactDO::getCustomerId, customerId);
}
default List<CrmContactDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return selectList(new LambdaQueryWrapperX<CrmContactDO>()
.eq(CrmContactDO::getCustomerId, customerId)
.eq(CrmContactDO::getOwnerUserId, ownerUserId));
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractMapper.java
View File

@@ -117,4 +117,10 @@ public interface CrmContractMapper extends BaseMapperX<CrmContractDO> {
return selectCount(query);
}
default List<CrmContractDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return selectList(new LambdaQueryWrapperX<CrmContractDO>()
.eq(CrmContractDO::getCustomerId, customerId)
.eq(CrmContractDO::getOwnerUserId, ownerUserId));
}
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
View File

@@ -46,8 +46,8 @@ public interface CrmBusinessService {
/**
* 更新商机相关跟进信息
*
* @param id 编号
* @param contactNextTime 下次联系时间
* @param id 编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateBusinessFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
@@ -55,7 +55,7 @@ public interface CrmBusinessService {
/**
* 更新商机的下次联系时间
*
* @param ids 编号数组
* @param ids 编号数组
* @param contactNextTime 下次联系时间
*/
void updateBusinessContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
@@ -185,4 +185,13 @@ public interface CrmBusinessService {
return status.getName();
}
/**
* 获得商机列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 商机列表
*/
List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

21
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
View File

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.service.business;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.MoneyUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
@@ -23,6 +24,7 @@ import cn.iocoder.yudao.module.crm.service.contact.CrmContactBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerServiceImpl;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
@@ -204,7 +206,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
private List<CrmBusinessProductDO> validateBusinessProducts(List<CrmBusinessSaveReqVO.Product> list) {
// 1. 校验产品存在
productService.validProductList(convertSet(list, CrmBusinessSaveReqVO.Product::getProductId));
productService.validProductList(convertSet(list, CrmBusinessSaveReqVO.Product::getProductId));
// 2. 转化为 CrmBusinessProductDO 列表
return convertList(list, o -> BeanUtils.toBean(o, CrmBusinessProductDO.class,
item -> item.setTotalPrice(MoneyUtils.priceMultiply(item.getBusinessPrice(), item.getCount()))));
@@ -234,7 +236,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
}
// 1.4 校验是不是状态没变更
if ((reqVO.getStatusId() != null && reqVO.getStatusId().equals(business.getStatusId()))
|| (reqVO.getEndStatus() != null && reqVO.getEndStatus().equals(business.getEndStatus()))) {
|| (reqVO.getEndStatus() != null && reqVO.getEndStatus().equals(business.getEndStatus()))) {
throw exception(BUSINESS_UPDATE_STATUS_FAIL_STATUS_EQUALS);
}
@@ -292,18 +294,18 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_BUSINESS_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferBusiness(CrmBusinessTransferReqVO reqVO, Long userId) {
// 1 校验商机是否存在
CrmBusinessDO business = validateBusinessExists(reqVO.getId());
CrmBusinessDO business = validateBusinessExists(reqVO.getBizId());
// 2.1 数据权限转移
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_BUSINESS.getType(),
reqVO.getNewOwnerUserId(), reqVO.getId(), CrmPermissionLevelEnum.OWNER.getLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), CrmPermissionLevelEnum.OWNER.getLevel()));
// 2.2 设置新的负责人
businessMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
businessMapper.updateOwnerUserIdById(reqVO.getBizId(), reqVO.getNewOwnerUserId());
// 记录操作日志上下文
LogRecordContext.putVariable("business", business);
@@ -370,4 +372,9 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
return businessMapper.selectCountByStatusTypeId(statusTypeId);
}
@Override
public List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return businessMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
View File

@@ -159,18 +159,18 @@ public class CrmClueServiceImpl implements CrmClueService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_CLUE_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferClue(CrmClueTransferReqVO reqVO, Long userId) {
// 1 校验线索是否存在
CrmClueDO clue = validateClueExists(reqVO.getId());
CrmClueDO clue = validateClueExists(reqVO.getBizId());
// 2.1 数据权限转移
crmPermissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CLUE.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置新的负责人
clueMapper.updateById(new CrmClueDO().setId(reqVO.getId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
clueMapper.updateById(new CrmClueDO().setId(reqVO.getBizId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
// 3. 记录转移日志
LogRecordContext.putVariable("clue", clue);

13
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
View File

@@ -75,8 +75,8 @@ public interface CrmContactService {
/**
* 更新联系人的下次联系时间
*
* @param ids 编号数组
* @param contactNextTime 下次联系时间
* @param ids 编号数组
* @param contactNextTime 下次联系时间
*/
void updateContactContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
@@ -160,4 +160,13 @@ public interface CrmContactService {
*/
Long getContactCountByCustomerId(Long customerId);
/**
* 获得联系人列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 联系人列表
*/
List<CrmContactDO> getContactListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
View File

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.service.contact;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.hutool.extra.spring.SpringUtil;
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.contact.vo.CrmContactBusinessReqVO;
@@ -17,6 +18,7 @@ import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPerm
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerServiceImpl;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
@@ -177,18 +179,18 @@ public class CrmContactServiceImpl implements CrmContactService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_CONTACT_TYPE, subType = CRM_CONTACT_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_CONTACT_TYPE, subType = CRM_CONTACT_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_CONTACT_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferContact(CrmContactTransferReqVO reqVO, Long userId) {
// 1 校验联系人是否存在
CrmContactDO contact = validateContactExists(reqVO.getId());
CrmContactDO contact = validateContactExists(reqVO.getBizId());
// 2.1 数据权限转移
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CONTACT.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置新的负责人
contactMapper.updateById(new CrmContactDO().setId(reqVO.getId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
contactMapper.updateById(new CrmContactDO().setId(reqVO.getBizId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
// 3. 记录转移日志
LogRecordContext.putVariable("contact", contact);
@@ -298,4 +300,9 @@ public class CrmContactServiceImpl implements CrmContactService {
return contactMapper.selectCount(CrmContactDO::getCustomerId, customerId);
}
@Override
public List<CrmContactDO> getContactListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return contactMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractService.java
View File

@@ -58,8 +58,8 @@ public interface CrmContractService {
/**
* 更新合同相关的更进信息
*
* @param id 合同编号
* @param contactNextTime 下次联系时间
* @param id 合同编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateContractFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
@@ -75,7 +75,7 @@ public interface CrmContractService {
/**
* 更新合同流程审批结果
*
* @param id 合同编号
* @param id 合同编号
* @param bpmResult BPM 审批结果
*/
void updateContractAuditStatus(Long id, Integer bpmResult);
@@ -193,4 +193,13 @@ public interface CrmContractService {
*/
Long getRemindContractCount(Long userId);
/**
* 获得合同列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 合同列表
*/
List<CrmContractDO> getContractListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
View File

@@ -4,6 +4,7 @@ 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.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.MoneyUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
@@ -26,6 +27,7 @@ import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPerm
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerServiceImpl;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
@@ -252,18 +254,18 @@ public class CrmContractServiceImpl implements CrmContractService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_CONTRACT_TYPE, subType = CRM_CONTRACT_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_CONTRACT_TYPE, subType = CRM_CONTRACT_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_CONTRACT_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTRACT, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTRACT, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferContract(CrmContractTransferReqVO reqVO, Long userId) {
// 1. 校验合同是否存在
CrmContractDO contract = validateContractExists(reqVO.getId());
CrmContractDO contract = validateContractExists(reqVO.getBizId());
// 2.1 数据权限转移
crmPermissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CONTRACT.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置负责人
contractMapper.updateById(new CrmContractDO().setId(reqVO.getId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
contractMapper.updateById(new CrmContractDO().setId(reqVO.getBizId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
// 3. 记录转移日志
LogRecordContext.putVariable("contract", contract);
@@ -407,4 +409,9 @@ public class CrmContractServiceImpl implements CrmContractService {
return contractMapper.selectCountByRemind(userId, config);
}
@Override
public List<CrmContractDO> getContractListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return contractMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

52
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
View File

@@ -9,7 +9,13 @@ import cn.iocoder.yudao.framework.common.exception.ServiceException;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
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;
@@ -193,26 +199,60 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_CUSTOMER_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferCustomer(CrmCustomerTransferReqVO reqVO, Long userId) {
// 1.1 校验客户是否存在
CrmCustomerDO customer = validateCustomerExists(reqVO.getId());
CrmCustomerDO customer = validateCustomerExists(reqVO.getBizId());
// 1.2 校验拥有客户是否到达上限
validateCustomerExceedOwnerLimit(reqVO.getNewOwnerUserId(), 1);
// 2.1 数据权限转移
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 转移后重新设置负责人
customerMapper.updateById(new CrmCustomerDO().setId(reqVO.getId())
customerMapper.updateById(new CrmCustomerDO().setId(reqVO.getBizId())
.setOwnerUserId(reqVO.getNewOwnerUserId()).setOwnerTime(LocalDateTime.now()));
// 2.3 同时转移
if (CollUtil.isNotEmpty(reqVO.getToBizTypes())) {
transfer(reqVO, userId);
}
// 3. 记录转移日志
LogRecordContext.putVariable("customer", customer);
}
/**
* 转移客户时，需要额外有【联系人】【商机】【合同】
*
* @param reqVO 请求
* @param userId 用户编号
*/
private void transfer(CrmCustomerTransferReqVO reqVO, Long userId) {
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTACT.getType())) {
List<CrmContactDO> contactList = contactService.getContactListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
contactList.forEach(item -> {
contactService.transferContact(new CrmContactTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_BUSINESS.getType())) {
List<CrmBusinessDO> businessList = businessService.getBusinessListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
businessList.forEach(item -> {
businessService.transferBusiness(new CrmBusinessTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTRACT.getType())) {
List<CrmContractDO> contractList = contractService.getContractListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
contractList.forEach(item -> {
contractService.transferContract(new CrmContractTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
}
@Override
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_LOCK_SUB_TYPE, bizNo = "{{#lockReqVO.id}}",
success = CRM_CUSTOMER_LOCK_SUCCESS)