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Merge remote-tracking branch 'upstream/develop' into develop

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# Conflicts:
#	yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractService.java
This commit is contained in:
dhb52
2024-02-18 00:05:24 +08:00
parent d23dfd4276 63f322cb17
commit cd1e73cc3f
58 changed files with 1004 additions and 577 deletions
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2
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
View File

@@ -93,6 +93,8 @@ public interface LogRecordConstants {
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}}】";
String CRM_CONTRACT_SUBMIT_SUB_TYPE = "提交合同审批";
String CRM_CONTRACT_SUBMIT_SUCCESS = "提交合同【{{#contractName}}】审批成功";
// ======================= CRM_PRODUCT 产品 =======================

42
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/CrmBiRankController.java
View File

@@ -42,4 +42,46 @@ public class CrmBiRankController {
return success(rankingService.getReceivablePriceRank(rankingReqVO));
}
@GetMapping("/get-contract-count-rank")
@Operation(summary = "获得签约合同数量排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getContractCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getContractCountRank(rankingReqVO));
}
@GetMapping("/get-product-sales-rank")
@Operation(summary = "获得产品销量排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getProductSalesRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getProductSalesRank(rankingReqVO));
}
@GetMapping("/get-customer-count-rank")
@Operation(summary = "获得新增客户数排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getCustomerCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getCustomerCountRank(rankingReqVO));
}
@GetMapping("/get-contacts-count-rank")
@Operation(summary = "获得新增联系人数排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getContactsCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getContactsCountRank(rankingReqVO));
}
@GetMapping("/get-follow-count-rank")
@Operation(summary = "获得跟进次数排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getFollowCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getFollowCountRank(rankingReqVO));
}
@GetMapping("/get-follow-customer-count-rank")
@Operation(summary = "获得跟进客户数排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getFollowCustomerCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getFollowCustomerCountRank(rankingReqVO));
}
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessStatusTypeController.java
View File

@@ -14,8 +14,8 @@ import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusiness
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypeQueryVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypeRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypeSaveReqVO;
import cn.iocoder.yudao.module.crm.convert.businessstatus.CrmBusinessStatusConvert;
import cn.iocoder.yudao.module.crm.convert.businessstatustype.CrmBusinessStatusTypeConvert;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessStatusConvert;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessStatusTypeConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusTypeDO;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusService;

32
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java
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@@ -1,18 +1,18 @@
package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.product.CrmBusinessProductSaveReqVO;
import cn.iocoder.yudao.module.crm.enums.business.CrmBizEndStatus;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import org.springframework.format.annotation.DateTimeFormat;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@@ -58,7 +58,6 @@ public class CrmBusinessSaveReqVO {
@DiffLogField(name = "商机金额")
private Integer price;
// TODO @lzxhqs：折扣使用 Integer 类型，存储时，默认 * 100；展示的时候，前端需要 / 100；避免精度丢失问题
@Schema(description = "整单折扣")
@DiffLogField(name = "整单折扣")
private Integer discountPercent;
@@ -75,11 +74,30 @@ public class CrmBusinessSaveReqVO {
@InEnum(CrmBizEndStatus.class)
private Integer endStatus;
// TODO @lzxhqs：不设置默认 new ArrayList<>()；一般 pojo 不设置默认值哈
@Schema(description = "商机产品列表")
private List<CrmBusinessProductSaveReqVO> products = new ArrayList<>();
@Schema(description = "联系人编号", example = "110")
private Long contactId; // 使用场景，在【联系人详情】添加商机时，如果需要关联两者，需要传递 contactId 字段
// TODO @puhui999：传递 items 就行啦；
@Schema(description = "产品列表")
private List<CrmBusinessProductItem> productItems;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class CrmBusinessProductItem {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
@NotNull(message = "产品编号不能为空")
private Long id;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@NotNull(message = "产品数量不能为空")
private Integer count;
@Schema(description = "产品折扣")
private Integer discountPercent;
}
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/product/CrmBusinessProductPageReqVO.java
View File

@@ -1,15 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.business.vo.product;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
// TODO @lzxhqs：这个类，如果没用到，可以考虑删除哈
@Schema(description = "管理后台 - 商机产品分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmBusinessProductPageReqVO extends PageParam {
}

11
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/product/CrmBusinessProductRespVO.java
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@@ -1,11 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.business.vo.product;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - 商机产品关联 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmBusinessProductRespVO {
}

49
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/product/CrmBusinessProductSaveReqVO.java
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@@ -1,49 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.business.vo.product;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.math.BigDecimal;
@Schema(description = "管理后台 - CRM 商机产品关联表 创建/更新 Request VO")
@Data
public class CrmBusinessProductSaveReqVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
private Long id;
@Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotNull(message = "商机编号不能为空")
private Long businessId;
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotNull(message = "产品编号不能为空")
private Long productId;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotNull(message = "产品单价不能为空")
private BigDecimal price;
@Schema(description = "销售价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotNull(message = "销售价格不能为空")
private BigDecimal salesPrice;
@Schema(description = "数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotNull(message = "数量不能为空")
private BigDecimal num;
@Schema(description = "折扣", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotNull(message = "折扣不能为空")
private BigDecimal discount;
@Schema(description = "小计（折扣后价格）", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotNull(message = "小计（折扣后价格）不能为空")
private BigDecimal subtotal;
@Schema(description = "单位", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotEmpty(message = "单位不能为空")
private String unit;
}

80
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
View File

@@ -8,15 +8,17 @@ import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.*;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractTransferReqVO;
import cn.iocoder.yudao.module.crm.convert.contract.CrmContractConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
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.contract.CrmContractProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessProductService;
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;
@@ -30,7 +32,6 @@ import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import org.springframework.context.annotation.Lazy;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
@@ -43,9 +44,9 @@ import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static java.util.Collections.singletonList;
@Tag(name = "管理后台 - CRM 合同")
@RestController
@@ -62,11 +63,7 @@ public class CrmContractController {
@Resource
private CrmBusinessService businessService;
@Resource
@Lazy
private CrmBusinessProductService businessProductService;
@Resource
private CrmProductService productService;
@Resource
private AdminUserApi adminUserApi;
@@ -105,22 +102,9 @@ public class CrmContractController {
return success(null);
}
// 2.1 拼接合同信息
List<CrmContractRespVO> respVOList = buildContractDetailList(Collections.singletonList(contract));
// 2.2 拼接产品信息
// TODO @puhui999：下面这块也可以搞到 convert 里哈；可以在 ContractDetailList 加个开关，是不是查询商品信息；ps：jdk21 的方法不太能去用，因为 jdk8 项目要兼容；
CrmContractRespVO respVO = respVOList.get(0);
List<CrmBusinessProductDO> businessProductList = businessProductService.getBusinessProductListByContractId(id);
Map<Long, CrmBusinessProductDO> businessProductMap = convertMap(businessProductList, CrmBusinessProductDO::getProductId);
List<CrmProductDO> productList = productService.getProductListByIds(convertSet(businessProductList, CrmBusinessProductDO::getProductId));
respVO.setProductItems(convertList(productList, product -> {
CrmContractRespVO.CrmContractProductItemRespVO productItemRespVO = BeanUtils.toBean(product, CrmContractRespVO.CrmContractProductItemRespVO.class);
findAndThen(businessProductMap, product.getId(), businessProduct -> {
productItemRespVO.setCount(businessProduct.getCount()).setDiscountPercent(businessProduct.getDiscountPercent());
});
return productItemRespVO;
}));
return success(respVO);
// 2. 拼接合同信息
List<CrmContractRespVO> respVOList = buildContractDetailList(singletonList(contract));
return success(respVOList.get(0));
}
@GetMapping("/page")
@@ -147,8 +131,24 @@ public class CrmContractController {
HttpServletResponse response) throws IOException {
PageResult<CrmContractDO> pageResult = contractService.getContractPage(exportReqVO, getLoginUserId());
// 导出 Excel
ExcelUtils.write(response, "合同.xls", "数据", CrmContractExcelVO.class,
BeanUtils.toBean(pageResult.getList(), CrmContractExcelVO.class));
ExcelUtils.write(response, "合同.xls", "数据", CrmContractRespVO.class,
BeanUtils.toBean(pageResult.getList(), CrmContractRespVO.class));
}
@PutMapping("/transfer")
@Operation(summary = "合同转移")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> transferContract(@Valid @RequestBody CrmContractTransferReqVO reqVO) {
contractService.transferContract(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/submit")
@Operation(summary = "提交合同审批")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
contractService.submitContract(id, getLoginUserId());
return success(true);
}
/**
@@ -173,23 +173,15 @@ public class CrmContractController {
// 4. 获取商机
Map<Long, CrmBusinessDO> businessMap = convertMap(businessService.getBusinessList(convertSet(contractList,
CrmContractDO::getBusinessId)), CrmBusinessDO::getId);
return CrmContractConvert.INSTANCE.convertList(contractList, userMap, customerList, contactMap, businessMap);
}
@PutMapping("/transfer")
@Operation(summary = "合同转移")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> transferContract(@Valid @RequestBody CrmContractTransferReqVO reqVO) {
contractService.transferContract(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/submit")
@Operation(summary = "提交合同审批")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
contractService.submitContract(id, getLoginUserId());
return success(true);
// 5. 获取合同关联的商品
Map<Long, CrmContractProductDO> contractProductMap = null;
List<CrmProductDO> productList = null;
if (contractList.size() == 1) {
List<CrmContractProductDO> contractProductList = contractService.getContractProductListByContractId(contractList.get(0).getId());
contractProductMap = convertMap(contractProductList, CrmContractProductDO::getProductId);
productList = productService.getProductListByIds(convertSet(contractProductList, CrmContractProductDO::getProductId));
}
return CrmContractConvert.INSTANCE.convertList(contractList, userMap, customerList, contactMap, businessMap, contractProductMap, productList);
}
@GetMapping("/check-contract-count")

71
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractExcelVO.java
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@@ -1,71 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.contract.vo;
import com.alibaba.excel.annotation.ExcelProperty;
import lombok.Data;
import java.time.LocalDateTime;
// TODO @puhui999：合并到 RespVO 里哈；
/**
* CRM 合同 Excel VO
*
* @author dhb52
*/
@Data
public class CrmContractExcelVO {
@ExcelProperty("合同编号")
private Long id;
@ExcelProperty("合同名称")
private String name;
@ExcelProperty("客户编号")
private Long customerId;
@ExcelProperty("商机编号")
private Long businessId;
@ExcelProperty("工作流编号")
private Long processInstanceId;
@ExcelProperty("下单日期")
private LocalDateTime orderDate;
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
@ExcelProperty("合同编号")
private String no;
@ExcelProperty("开始时间")
private LocalDateTime startTime;
@ExcelProperty("结束时间")
private LocalDateTime endTime;
@ExcelProperty("合同金额")
private Integer price;
@ExcelProperty("整单折扣")
private Integer discountPercent;
@ExcelProperty("产品总金额")
private Integer productPrice;
@ExcelProperty("联系人编号")
private Long contactId;
@ExcelProperty("公司签约人")
private Long signUserId;
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@ExcelProperty("备注")
private String remark;
@ExcelProperty("创建时间")
private LocalDateTime createTime;
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractPageReqVO.java
View File

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.controller.admin.contract.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@@ -14,7 +15,13 @@ import lombok.ToString;
@ToString(callSuper = true)
public class CrmContractPageReqVO extends PageParam {
/**
* 过期类型 - 即将过期
*/
public static final Integer EXPIRY_TYPE_ABOUT_TO_EXPIRE = 1;
/**
* 过期类型 - 已过期
*/
public static final Integer EXPIRY_TYPE_EXPIRED = 2;
@Schema(description = "合同编号", example = "XYZ008")
@@ -34,6 +41,7 @@ public class CrmContractPageReqVO extends PageParam {
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "审批状态", example = "20")
@InEnum(CrmAuditStatusEnum.class)
private Integer auditStatus;
@Schema(description = "过期类型", example = "1")

1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractRespVO.java
View File

@@ -132,6 +132,7 @@ public class CrmContractRespVO {
@Schema(description = "产品列表")
private List<CrmContractProductItemRespVO> productItems;
// TODO @puhui999：可以直接叫 Item
@Schema(description = "产品列表")
@Data
@NoArgsConstructor

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
View File

@@ -22,7 +22,6 @@ 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;
@@ -31,7 +30,6 @@ import org.mapstruct.ap.internal.util.Collections;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import org.springframework.web.multipart.MultipartFile;
import java.io.IOException;
import java.time.LocalDateTime;
@@ -253,19 +251,13 @@ public class CrmCustomerController {
ExcelUtils.write(response, "客户导入模板.xls", "客户列表", CrmCustomerImportExcelVO.class, list);
}
// TODO @puhui999：updateSupport 要不改成前端必须传递；哈哈哈，代码排版看着有点乱；
// TODO @puhui999：加一个选择负责人；允许空，空就进入公海；
@PostMapping("/import")
@Operation(summary = "导入客户")
@Parameters({
@Parameter(name = "file", description = "Excel 文件", required = true),
@Parameter(name = "updateSupport", description = "是否支持更新，默认为 false", example = "true")
})
@PreAuthorize("@ss.hasPermission('system:customer:import')")
public CommonResult<CrmCustomerImportRespVO> importExcel(@RequestParam("file") MultipartFile file, @RequestParam(value = "updateSupport", required = false, defaultValue = "false") Boolean updateSupport)
public CommonResult<CrmCustomerImportRespVO> importExcel(@Valid @RequestBody CrmCustomerImportReqVO importReqVO)
throws Exception {
List<CrmCustomerImportExcelVO> list = ExcelUtils.read(file, CrmCustomerImportExcelVO.class);
return success(customerService.importCustomerList(list, updateSupport, getLoginUserId()));
List<CrmCustomerImportExcelVO> list = ExcelUtils.read(importReqVO.getFile(), CrmCustomerImportExcelVO.class);
return success(customerService.importCustomerList(list, importReqVO));
}
@PutMapping("/transfer")

25
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportReqVO.java Normal file
View File

@@ -0,0 +1,25 @@
package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Builder;
import lombok.Data;
import org.springframework.web.multipart.MultipartFile;
@Schema(description = "管理后台 - 客户导入 Request VO")
@Data
@Builder
public class CrmCustomerImportReqVO {
@Schema(description = "Excel 文件", requiredMode = Schema.RequiredMode.REQUIRED)
@NotNull(message = "Excel 文件不能为空")
private MultipartFile file;
@Schema(description = "是否支持更新", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@NotNull(message = "是否支持更新不能为空")
private Boolean updateSupport;
@Schema(description = "负责人", example = "1")
private Long ownerUserId; // 为 null 则客户进入公海
}

18
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanPageReqVO.java
View File

@@ -14,12 +14,18 @@ import lombok.ToString;
@ToString(callSuper = true)
public class CrmReceivablePlanPageReqVO extends PageParam {
// 待回款
public final static Integer REMIND_NEEDED = 1;
// 已逾期
public final static Integer REMIND_EXPIRED = 2;
// 已回款
public final static Integer REMIND_RECEIVED = 3;
/**
* 提醒类型 - 待回款
*/
public final static Integer REMIND_TYPE_NEEDED = 1;
/**
* 提醒类型 - 已逾期
*/
public final static Integer REMIND_TYPE_EXPIRED = 2;
/**
* 提醒类型 - 已回款
*/
public final static Integer REMIND_TYPE_RECEIVED = 3;
@Schema(description = "客户编号", example = "18026")
private Long customerId;

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivablePageReqVO.java
View File

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@@ -28,6 +29,7 @@ public class CrmReceivablePageReqVO extends PageParam {
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "审批状态", example = "20")
@InEnum(CrmAuditStatusEnum.class)
private Integer auditStatus;
}

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/businessstatus/CrmBusinessStatusConvert.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/business/CrmBusinessStatusConvert.java
View File

@@ -1,4 +1,4 @@
package cn.iocoder.yudao.module.crm.convert.businessstatus;
package cn.iocoder.yudao.module.crm.convert.business;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.status.CrmBusinessStatusRespVO;

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/businessstatustype/CrmBusinessStatusTypeConvert.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/business/CrmBusinessStatusTypeConvert.java
View File

@@ -1,4 +1,4 @@
package cn.iocoder.yudao.module.crm.convert.businessstatustype;
package cn.iocoder.yudao.module.crm.convert.business;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypeRespVO;

21
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/businessproduct/CrmBusinessProductConvert.java
View File

@@ -1,21 +0,0 @@
package cn.iocoder.yudao.module.crm.convert.businessproduct;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.product.CrmBusinessProductSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
import org.mapstruct.Mapper;
import org.mapstruct.factory.Mappers;
// TODO @lzxhqs：看看是不是用 BeanUtils 替代了
/**
* @author lzxhqs
* @version 1.0
* @title CrmBusinessProductConvert
* @description
* @create 2024/1/12
*/
@Mapper
public interface CrmBusinessProductConvert {
CrmBusinessProductConvert INSTANCE = Mappers.getMapper(CrmBusinessProductConvert.class);
CrmBusinessProductDO convert(CrmBusinessProductSaveReqVO product);
}

20
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/contract/CrmContractConvert.java
View File

@@ -1,12 +1,16 @@
package cn.iocoder.yudao.module.crm.convert.contract;
import cn.hutool.core.collection.CollUtil;
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.contract.vo.CrmContractRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractTransferReqVO;
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.contract.CrmContractProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import org.mapstruct.Mapper;
@@ -34,7 +38,8 @@ public interface CrmContractConvert {
default List<CrmContractRespVO> convertList(List<CrmContractDO> contractList, Map<Long, AdminUserRespDTO> userMap,
List<CrmCustomerDO> customerList, Map<Long, CrmContactDO> contactMap,
Map<Long, CrmBusinessDO> businessMap) {
Map<Long, CrmBusinessDO> businessMap, Map<Long, CrmContractProductDO> contractProductMap,
List<CrmProductDO> productList) {
List<CrmContractRespVO> respVOList = BeanUtils.toBean(contractList, CrmContractRespVO.class);
// 拼接关联字段
Map<Long, CrmCustomerDO> customerMap = convertMap(customerList, CrmCustomerDO::getId);
@@ -46,7 +51,20 @@ public interface CrmContractConvert {
findAndThen(contactMap, contract.getContactId(), contact -> contract.setContactName(contact.getName()));
findAndThen(businessMap, contract.getBusinessId(), business -> contract.setBusinessName(business.getName()));
});
if (CollUtil.isNotEmpty(respVOList) && respVOList.size() == 1) {
setContractRespVOProductItems(respVOList.get(0), contractProductMap, productList);
}
return respVOList;
}
default void setContractRespVOProductItems(CrmContractRespVO respVO, Map<Long, CrmContractProductDO> contractProductMap,
List<CrmProductDO> productList) {
respVO.setProductItems(CollectionUtils.convertList(productList, product -> {
CrmContractRespVO.CrmContractProductItemRespVO productItemRespVO = BeanUtils.toBean(product, CrmContractRespVO.CrmContractProductItemRespVO.class);
findAndThen(contractProductMap, product.getId(), contractProduct ->
productItemRespVO.setCount(contractProduct.getCount()).setDiscountPercent(contractProduct.getDiscountPercent()));
return productItemRespVO;
}));
}
}

18
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessProductDO.java
View File

@@ -1,9 +1,7 @@
package cn.iocoder.yudao.module.crm.dal.dataobject.business;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
@@ -41,19 +39,10 @@ public class CrmBusinessProductDO extends BaseDO {
* 关联 {@link CrmProductDO#getId()}
*/
private Long productId;
// TODO 芋艿：需要在看下 CRM
/**
* 合同编号
*
* 关联 {@link CrmContractDO#getId()}
*/
private Long contractId;
/**
* 产品单价
*/
private Integer price;
/**
* 销售价格, 单位：分
*/
@@ -71,11 +60,4 @@ public class CrmBusinessProductDO extends BaseDO {
*/
private Integer totalPrice;
/**
* 单位
*
* 字典 {@link DictTypeConstants#CRM_PRODUCT_UNIT}
*/
private Integer unit;
}

65
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/contract/CrmContractProductDO.java Normal file
View File

@@ -0,0 +1,65 @@
package cn.iocoder.yudao.module.crm.dal.dataobject.contract;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
/**
* 合同产品关联表 DO
*
* @author HUIHUI
*/
@TableName("crm_contract_product")
@KeySequence("crm_contract_product_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库，可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmContractProductDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 产品编号
*
* 关联 {@link CrmProductDO#getId()}
*/
private Long productId;
/**
* 合同编号
*
* 关联 {@link CrmContractDO#getId()}
*/
private Long contractId;
/**
* 产品单价
*/
private Integer price;
/**
* 销售价格, 单位：分
*/
private Integer salesPrice;
/**
* 数量
*/
private Integer count;
/**
* 折扣
*/
private Integer discountPercent;
/**
* 总计价格（折扣后价格）
*
* TODO @puhui999：可以写下计算公式哈；
*/
private Integer totalPrice;
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/contract/package-info.java
View File

@@ -1,4 +0,0 @@
/**
* 合同
*/
package cn.iocoder.yudao.module.crm.dal.dataobject.contract;

48
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/bi/CrmBiRankingMapper.java
View File

@@ -30,4 +30,52 @@ public interface CrmBiRankingMapper {
*/
List<CrmBiRanKRespVO> selectReceivablePriceRank(CrmBiRankReqVO rankReqVO);
/**
* 查询签约合同数量排行榜
*
* @param rankReqVO 参数
* @return 签约合同数量排行榜
*/
List<CrmBiRanKRespVO> selectContractCountRank(CrmBiRankReqVO rankReqVO);
/**
* 查询产品销量排行榜
*
* @param rankReqVO 参数
* @return 产品销量排行榜
*/
List<CrmBiRanKRespVO> selectProductSalesRank(CrmBiRankReqVO rankReqVO);
/**
* 查询新增客户数排行榜
*
* @param rankReqVO 参数
* @return 新增客户数排行榜
*/
List<CrmBiRanKRespVO> selectCustomerCountRank(CrmBiRankReqVO rankReqVO);
/**
* 查询联系人数量排行榜
*
* @param rankReqVO 参数
* @return 联系人数量排行榜
*/
List<CrmBiRanKRespVO> selectContactsCountRank(CrmBiRankReqVO rankReqVO);
/**
* 查询跟进次数排行榜
*
* @param rankReqVO 参数
* @return 跟进次数排行榜
*/
List<CrmBiRanKRespVO> selectFollowCountRank(CrmBiRankReqVO rankReqVO);
/**
* 查询跟进客户数排行榜
*
* @param rankReqVO 参数
* @return 跟进客户数排行榜
*/
List<CrmBiRanKRespVO> selectFollowCustomerCountRank(CrmBiRankReqVO rankReqVO);
}

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessProductMapper.java
View File

@@ -2,9 +2,12 @@ package cn.iocoder.yudao.module.crm.dal.mysql.business;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
import org.apache.ibatis.annotations.Mapper;
import java.util.List;
/**
* 商机产品 Mapper
*
@@ -13,12 +16,18 @@ import org.apache.ibatis.annotations.Mapper;
@Mapper
public interface CrmBusinessProductMapper extends BaseMapperX<CrmBusinessProductDO> {
default void deleteByBusinessId(Long id) { // TODO @lzxhqs：第一个方法，和类之间最好空一行；
delete(CrmBusinessProductDO::getBusinessId, id);
// TODO @puhui999：用不到的方法，看看是不是删除哈
default void deleteByBusinessId(Long getBusinessId) { // TODO @lzxhqs：第一个方法，和类之间最好空一行；
delete(CrmBusinessProductDO::getBusinessId, getBusinessId);
}
default CrmBusinessProductDO selectByBusinessId(Long id) {
return selectOne(CrmBusinessProductDO::getBusinessId, id);
default CrmBusinessProductDO selectByBusinessId(Long getBusinessId) {
return selectOne(CrmBusinessProductDO::getBusinessId, getBusinessId);
}
default List<CrmBusinessProductDO> selectListByBusinessId(Long businessId) {
// TODO @puhui999：可以简化，selectList(CrmBusinessProductDO::getBusinessId, businessId)
return selectList(new LambdaQueryWrapperX<CrmBusinessProductDO>().eq(CrmBusinessProductDO::getBusinessId, businessId));
}
}

7
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractMapper.java
View File

@@ -59,18 +59,15 @@ public interface CrmContractMapper extends BaseMapperX<CrmContractDO> {
// Backlog: 即将到期的合同
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
if (CrmContractPageReqVO.EXPIRY_TYPE_ABOUT_TO_EXPIRE.equals(pageReqVO.getExpiryType())) {
// 即将到期
if (CrmContractPageReqVO.EXPIRY_TYPE_ABOUT_TO_EXPIRE.equals(pageReqVO.getExpiryType())) { // 即将到期
// TODO: @芋艿 需要配置 提前提醒天数
int REMIND_DAYS = 20;
query.eq(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.APPROVE.getStatus())
.between(CrmContractDO::getEndTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));
} else if (CrmContractPageReqVO.EXPIRY_TYPE_EXPIRED.equals(pageReqVO.getExpiryType())) {
// 已到期
} else if (CrmContractPageReqVO.EXPIRY_TYPE_EXPIRED.equals(pageReqVO.getExpiryType())) { // 已到期
query.eq(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.APPROVE.getStatus())
.lt(CrmContractDO::getEndTime, endOfToday);
}
return selectJoinPage(pageReqVO, CrmContractDO.class, query);
}

32
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractProductMapper.java Normal file
View File

@@ -0,0 +1,32 @@
package cn.iocoder.yudao.module.crm.dal.mysql.contract;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractProductDO;
import org.apache.ibatis.annotations.Mapper;
import java.util.List;
/**
* 合同产品 Mapper
*
* @author HUIHUI
*/
@Mapper
public interface CrmContractProductMapper extends BaseMapperX<CrmContractProductDO> {
// TODO @puhui999：用不到的方法，看看是不是删除哈
default void deleteByContractId(Long contractId) { // TODO @lzxhqs：第一个方法，和类之间最好空一行；
delete(CrmContractProductDO::getContractId, contractId);
}
default CrmContractProductDO selectByContractId(Long contractId) {
return selectOne(CrmContractProductDO::getContractId, contractId);
}
default List<CrmContractProductDO> selectListByContractId(Long contractId) {
return selectList(new LambdaQueryWrapperX<CrmContractProductDO>().eq(CrmContractProductDO::getContractId, contractId));
}
}

9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/product/CrmProductMapper.java
View File

@@ -2,7 +2,6 @@ package cn.iocoder.yudao.module.crm.dal.mysql.product;
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.product.vo.product.CrmProductPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
@@ -10,9 +9,6 @@ import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import org.apache.ibatis.annotations.Mapper;
import java.util.Collection;
import java.util.List;
/**
* CRM 产品 Mapper
*
@@ -38,9 +34,4 @@ public interface CrmProductMapper extends BaseMapperX<CrmProductDO> {
return selectOne(CrmProductDO::getNo, no);
}
// TODO @puhui999：selectBatchIds
default List<CrmProductDO> selectListByIds(Collection<Long> ids) {
return selectList(new LambdaQueryWrapperX<CrmProductDO>().in(CrmProductDO::getId, ids));
}
}

12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivablePlanMapper.java
View File

@@ -52,23 +52,21 @@ public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO
// Backlog: 回款提醒类型
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
if (CrmReceivablePlanPageReqVO.REMIND_NEEDED.equals(pageReqVO.getRemindType())) {
// 待回款
if (CrmReceivablePlanPageReqVO.REMIND_TYPE_NEEDED.equals(pageReqVO.getRemindType())) { // 待回款
query.isNull(CrmReceivablePlanDO::getReceivableId)
.gt(CrmReceivablePlanDO::getReturnTime, beginOfToday)
// TODO @dhb52：这里看看怎么改成不要使用 to_days
.apply("to_days(return_time) <= to_days(now())+ remind_days");
} else if (CrmReceivablePlanPageReqVO.REMIND_EXPIRED.equals(pageReqVO.getRemindType())) {
// 已逾期
} else if (CrmReceivablePlanPageReqVO.REMIND_TYPE_EXPIRED.equals(pageReqVO.getRemindType())) { // 已逾期
query.isNull(CrmReceivablePlanDO::getReceivableId)
.lt(CrmReceivablePlanDO::getReturnTime, endOfToday);
} else if (CrmReceivablePlanPageReqVO.REMIND_RECEIVED.equals(pageReqVO.getRemindType())) {
// 已回款
} else if (CrmReceivablePlanPageReqVO.REMIND_TYPE_RECEIVED.equals(pageReqVO.getRemindType())) { // 已回款
query.isNotNull(CrmReceivablePlanDO::getReceivableId)
.gt(CrmReceivablePlanDO::getReturnTime, beginOfToday)
// TODO @dhb52：这里看看怎么改成不要使用 to_days
.apply("to_days(return_time) <= to_days(now()) + remind_days");
}
return selectJoinPage(pageReqVO, CrmReceivablePlanDO.class, query);
}

48
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/bi/CrmBiRankingService.java
View File

@@ -29,4 +29,52 @@ public interface CrmBiRankingService {
*/
List<CrmBiRanKRespVO> getReceivablePriceRank(CrmBiRankReqVO rankReqVO);
/**
* 获得签约合同数量排行榜
*
* @param rankReqVO 排行参数
* @return 签约合同数量排行榜
*/
List<CrmBiRanKRespVO> getContractCountRank(CrmBiRankReqVO rankReqVO);
/**
* 获得产品销量排行榜
*
* @param rankReqVO 排行参数
* @return 产品销量排行榜
*/
List<CrmBiRanKRespVO> getProductSalesRank(CrmBiRankReqVO rankReqVO);
/**
* 获得新增客户数排行榜
*
* @param rankReqVO 排行参数
* @return 新增客户数排行榜
*/
List<CrmBiRanKRespVO> getCustomerCountRank(CrmBiRankReqVO rankReqVO);
/**
* 获得联系人数量排行榜
*
* @param rankReqVO 排行参数
* @return 联系人数量排行榜
*/
List<CrmBiRanKRespVO> getContactsCountRank(CrmBiRankReqVO rankReqVO);
/**
* 获得跟进次数排行榜
*
* @param rankReqVO 排行参数
* @return 跟进次数排行榜
*/
List<CrmBiRanKRespVO> getFollowCountRank(CrmBiRankReqVO rankReqVO);
/**
* 获得跟进客户数排行榜
*
* @param rankReqVO 排行参数
* @return 跟进客户数排行榜
*/
List<CrmBiRanKRespVO> getFollowCustomerCountRank(CrmBiRankReqVO rankReqVO);
}

30
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/bi/CrmBiRankingServiceImpl.java
View File

@@ -49,6 +49,36 @@ public class CrmBiRankingServiceImpl implements CrmBiRankingService {
return getRank(rankReqVO, biRankingMapper::selectReceivablePriceRank);
}
@Override
public List<CrmBiRanKRespVO> getContractCountRank(CrmBiRankReqVO rankReqVO) {
return getRank(rankReqVO, biRankingMapper::selectContractCountRank);
}
@Override
public List<CrmBiRanKRespVO> getProductSalesRank(CrmBiRankReqVO rankReqVO) {
return getRank(rankReqVO, biRankingMapper::selectProductSalesRank);
}
@Override
public List<CrmBiRanKRespVO> getCustomerCountRank(CrmBiRankReqVO rankReqVO) {
return getRank(rankReqVO, biRankingMapper::selectCustomerCountRank);
}
@Override
public List<CrmBiRanKRespVO> getContactsCountRank(CrmBiRankReqVO rankReqVO) {
return getRank(rankReqVO, biRankingMapper::selectContactsCountRank);
}
@Override
public List<CrmBiRanKRespVO> getFollowCountRank(CrmBiRankReqVO rankReqVO) {
return getRank(rankReqVO, biRankingMapper::selectFollowCountRank);
}
@Override
public List<CrmBiRanKRespVO> getFollowCustomerCountRank(CrmBiRankReqVO rankReqVO) {
return getRank(rankReqVO, biRankingMapper::selectFollowCustomerCountRank);
}
/**
* 获得排行版数据
*

57
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessProductService.java
View File

@@ -1,57 +0,0 @@
package cn.iocoder.yudao.module.crm.service.business;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
import java.util.List;
/**
* 商机产品关联表 Service 接口
*
* @author lzxhqs
*/
public interface CrmBusinessProductService {
/**
* 批量新增商机产品关联数据
*
* @param list 商机产品集合
*/
void createBusinessProductBatch(List<CrmBusinessProductDO> list);
/**
* 批量更新商机产品表
*
* @param list 商机产品数据集合
*/
void updateBusinessProductBatch(List<CrmBusinessProductDO> list);
/**
* 批量删除
*
* @param list 需要删除的商机产品集合
*/
void deleteBusinessProductBatch(List<CrmBusinessProductDO> list);
/**
* 根据商机编号，删除商机产品关联数据
*
* @param businessId 商机id
*/
void deleteBusinessProductByBusinessId(Long businessId);
/**
* 根据商机编号，获取商机产品关联数据集合
*
* @param businessId 商机编号
*/
List<CrmBusinessProductDO> getBusinessProductListByBusinessId(Long businessId);
/**
* 根据合同编号，获得合同关联的商品列表
*
* @param contractId 合同编号
* @return 关联的商品列表
*/
List<CrmBusinessProductDO> getBusinessProductListByContractId(Long contractId);
}

55
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessProductServiceImpl.java
View File

@@ -1,55 +0,0 @@
package cn.iocoder.yudao.module.crm.service.business;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
import cn.iocoder.yudao.module.crm.dal.mysql.business.CrmBusinessProductMapper;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Service;
import org.springframework.validation.annotation.Validated;
import java.util.List;
/**
* 商机产品关联表 Service 实现类
*
* @author lzxhqs
*/
@Service
@Validated
public class CrmBusinessProductServiceImpl implements CrmBusinessProductService {
@Resource
private CrmBusinessProductMapper businessProductMapper;
@Override
public void createBusinessProductBatch(List<CrmBusinessProductDO> list) {
businessProductMapper.insertBatch(list);
}
@Override
public void updateBusinessProductBatch(List<CrmBusinessProductDO> list) {
businessProductMapper.updateBatch(list);
}
// TODO @puhui999：这个方法，可以直接调用 deleteList 方法，然后传递 ids 就好了；
@Override
public void deleteBusinessProductBatch(List<CrmBusinessProductDO> list) {
businessProductMapper.deleteBatchIds(CollectionUtils.convertList(list, CrmBusinessProductDO::getId));
}
@Override
public void deleteBusinessProductByBusinessId(Long businessId) {
businessProductMapper.deleteByBusinessId(businessId);
}
@Override
public List<CrmBusinessProductDO> getBusinessProductListByContractId(Long contractId) {
return businessProductMapper.selectList(CrmBusinessProductDO::getContractId, contractId);
}
@Override
public List<CrmBusinessProductDO> getBusinessProductListByBusinessId(Long businessId) {
return businessProductMapper.selectList(CrmBusinessProductDO::getBusinessId, businessId);
}
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
View File

@@ -7,6 +7,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusi
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.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.business.bo.CrmBusinessUpdateProductReqBO;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
import jakarta.validation.Valid;
@@ -50,6 +51,21 @@ public interface CrmBusinessService {
*/
void deleteBusiness(Long id);
/**
* 商机转移
*
* @param reqVO 请求
* @param userId 用户编号
*/
void transferBusiness(CrmBusinessTransferReqVO reqVO, Long userId);
/**
* 更新商机关联商品
*
* @param updateProductReqBO 请求
*/
void updateBusinessProduct(CrmBusinessUpdateProductReqBO updateProductReqBO);
/**
* 获得商机
*
@@ -105,14 +121,6 @@ public interface CrmBusinessService {
*/
PageResult<CrmBusinessDO> getBusinessPageByContact(CrmBusinessPageReqVO pageReqVO);
/**
* 商机转移
*
* @param reqVO 请求
* @param userId 用户编号
*/
void transferBusiness(CrmBusinessTransferReqVO reqVO, Long userId);
/**
* 获取关联客户的商机数量
*

133
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
View File

@@ -5,25 +5,28 @@ import cn.hutool.core.collection.ListUtil;
import cn.hutool.core.util.ObjectUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.number.MoneyUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.product.CrmBusinessProductSaveReqVO;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessConvert;
import cn.iocoder.yudao.module.crm.convert.businessproduct.CrmBusinessProductConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import cn.iocoder.yudao.module.crm.dal.mysql.business.CrmBusinessMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.business.CrmBusinessProductMapper;
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.bo.CrmBusinessUpdateProductReqBO;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactBusinessService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
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.product.CrmProductService;
import com.mzt.logapi.context.LogRecordContext;
import com.mzt.logapi.service.impl.DiffParseFunction;
import com.mzt.logapi.starter.annotation.LogRecord;
@@ -35,11 +38,12 @@ import org.springframework.validation.annotation.Validated;
import java.util.Collection;
import java.util.List;
import java.util.Map;
import java.util.Set;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_CONTRACT_EXISTS;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_NOT_EXISTS;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
/**
@@ -53,9 +57,9 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
@Resource
private CrmBusinessMapper businessMapper;
@Resource
private CrmBusinessProductService businessProductService;
private CrmBusinessProductMapper businessProductMapper;
@Resource
@Lazy // 延迟加载，避免循环依赖
private CrmContractService contractService;
@@ -63,6 +67,8 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
private CrmPermissionService permissionService;
@Resource
private CrmContactBusinessService contactBusinessService;
@Resource
private CrmProductService productService;
@Override
@Transactional(rollbackFor = Exception.class)
@@ -71,14 +77,17 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
public Long createBusiness(CrmBusinessSaveReqVO createReqVO, Long userId) {
createReqVO.setId(null);
// 1. 插入商机
CrmBusinessDO business = BeanUtils.toBean(createReqVO, CrmBusinessDO.class)
.setOwnerUserId(userId);
CrmBusinessDO business = BeanUtils.toBean(createReqVO, CrmBusinessDO.class).setOwnerUserId(userId);
businessMapper.insert(business);
// TODO 商机待定：插入商机与产品的关联表；校验商品存在
if (CollUtil.isNotEmpty(createReqVO.getProducts())) {
createBusinessProducts(createReqVO.getProducts(), business.getId(), false);
// 1.2 插入商机关联商品
if (CollUtil.isNotEmpty(createReqVO.getProductItems())) { // 如果有的话
List<CrmBusinessProductDO> productList = buildBusinessProductList(createReqVO.getProductItems(), business.getId());
businessProductMapper.insertBatch(productList);
// 更新合同商品总金额
businessMapper.updateById(new CrmBusinessDO().setId(business.getId()).setProductPrice(
getSumValue(productList, CrmBusinessProductDO::getTotalPrice, Integer::sum)));
}
// TODO 商机待定：在联系人的详情页，如果直接【新建商机】，则需要关联下。这里要搞个 CrmContactBusinessDO 表
// TODO @puhui999：在联系人的详情页，如果直接【新建商机】，则需要关联下。这里要搞个 CrmContactBusinessDO 表
createContactBusiness(business.getId(), createReqVO.getContactId());
// 2. 创建数据权限
@@ -86,19 +95,12 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_BUSINESS.getType())
.setBizId(business.getId()).setUserId(userId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
// 4. 记录操作日志上下文
// 3. 记录操作日志上下文
LogRecordContext.putVariable("business", business);
return business.getId();
}
// TODO @lzxhqs：CrmContactBusinessService 调用这个；这样逻辑才能收敛哈；
/**
* @param businessId 商机id
* @param contactId 联系人id
* @throws
* @description 联系人与商机的关联
* @author lzxhqs
*/
private void createContactBusiness(Long businessId, Long contactId) {
CrmContactBusinessDO contactBusiness = new CrmContactBusinessDO();
contactBusiness.setBusinessId(businessId);
@@ -106,37 +108,6 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
contactBusinessService.insert(contactBusiness);
}
// TODO @lzxhqs：这个方法注释格式不对；删除@description，然后把 插入商机产品关联表 作为方法注释；
/**
* 插入商机产品关联表
*
* @param products 产品集合
* @param businessId 商机id
* @param updateFlag 更新标识 true 代表更新
* @author lzxhqs
*/
private void createBusinessProducts(List<CrmBusinessProductSaveReqVO> products, Long businessId, Boolean updateFlag) {
List<CrmBusinessProductDO> list = CollectionUtils.convertList(products, product ->
CrmBusinessProductConvert.INSTANCE.convert(product).setBusinessId(businessId));
if (Boolean.TRUE.equals(updateFlag)) {
// 根据商机 id从商机产品关联表中获取已存在的数据集合
List<CrmBusinessProductDO> oldProducts = businessProductService.getBusinessProductListByBusinessId(businessId);
List<List<CrmBusinessProductDO>> diffList = CollectionUtils.diffList(oldProducts, list, (oldValue, newValue) ->
ObjectUtil.equal(oldValue.getProductId(), newValue.getProductId()));
if (CollUtil.isNotEmpty(diffList.getFirst())) {
businessProductService.createBusinessProductBatch(diffList.getFirst());
}
if (CollUtil.isNotEmpty(diffList.get(1))) {
businessProductService.updateBusinessProductBatch(diffList.get(1));
}
if (CollUtil.isNotEmpty(diffList.get(2))) {
businessProductService.deleteBusinessProductBatch(diffList.get(2));
}
} else {
businessProductService.createBusinessProductBatch(list);
}
}
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}",
@@ -146,16 +117,12 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
// 1. 校验存在
CrmBusinessDO oldBusiness = validateBusinessExists(updateReqVO.getId());
// 2. 更新商机
// 2.1 更新商机
CrmBusinessDO updateObj = BeanUtils.toBean(updateReqVO, CrmBusinessDO.class);
businessMapper.updateById(updateObj);
// TODO 商机待定：插入商机与产品的关联表；校验商品存在
// TODO @lzxhqs：createBusinessProducts 可以抽成两个方法，一个新增；一个修改，修改需要把 businessProductService.deleteByBusinessId(updateReqVO.getId()); 一起处理进去；
if (CollUtil.isNotEmpty(updateReqVO.getProducts())) {
createBusinessProducts(updateReqVO.getProducts(), updateReqVO.getId(), true);
} else {
businessProductService.deleteBusinessProductByBusinessId(updateReqVO.getId());
}
// 2.2 更新商机关联商品
List<CrmBusinessProductDO> productList = buildBusinessProductList(updateReqVO.getProductItems(), updateObj.getId());
updateBusinessProduct(productList, updateObj.getId());
// TODO @商机待定：如果状态发生变化，插入商机状态变更记录表
// 3. 记录操作日志上下文
@@ -188,6 +155,44 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
LogRecordContext.putVariable("businessName", business.getName());
}
private void updateBusinessProduct(List<CrmBusinessProductDO> newProductList, Long businessId) {
List<CrmBusinessProductDO> oldProducts = businessProductMapper.selectListByBusinessId(businessId);
List<List<CrmBusinessProductDO>> diffList = CollectionUtils.diffList(oldProducts, newProductList, (oldValue, newValue) -> {
boolean condition = ObjectUtil.equal(oldValue.getProductId(), newValue.getProductId());
if (condition) {
newValue.setId(oldValue.getId()); // 更新需要原始编号
}
return condition;
});
if (CollUtil.isNotEmpty(diffList.get(0))) {
businessProductMapper.insertBatch(diffList.get(0));
}
if (CollUtil.isNotEmpty(diffList.get(1))) {
businessProductMapper.updateBatch(diffList.get(1));
}
if (CollUtil.isNotEmpty(diffList.get(2))) {
businessProductMapper.deleteBatchIds(convertSet(diffList.get(2), CrmBusinessProductDO::getId));
}
}
private List<CrmBusinessProductDO> buildBusinessProductList(List<CrmBusinessSaveReqVO.CrmBusinessProductItem> productItems,
Long businessId) {
// 校验商品存在
Set<Long> productIds = convertSet(productItems, CrmBusinessSaveReqVO.CrmBusinessProductItem::getId);
List<CrmProductDO> productList = productService.getProductList(productIds);
if (CollUtil.isEmpty(productIds) || productList.size() != productIds.size()) {
throw exception(PRODUCT_NOT_EXISTS);
}
Map<Long, CrmProductDO> productMap = convertMap(productList, CrmProductDO::getId);
return convertList(productItems, productItem -> {
CrmProductDO product = productMap.get(productItem.getId());
return BeanUtils.toBean(product, CrmBusinessProductDO.class)
.setId(null).setProductId(productItem.getId()).setBusinessId(businessId)
.setCount(productItem.getCount()).setDiscountPercent(productItem.getDiscountPercent())
.setTotalPrice(MoneyUtils.calculator(product.getPrice(), productItem.getCount(), productItem.getDiscountPercent()));
});
}
/**
* 删除校验合同是关联合同
*
@@ -228,6 +233,14 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
LogRecordContext.putVariable("business", business);
}
@Override
public void updateBusinessProduct(CrmBusinessUpdateProductReqBO updateProductReqBO) {
// 更新商机关联商品
List<CrmBusinessProductDO> productList = buildBusinessProductList(
BeanUtils.toBean(updateProductReqBO.getProductItems(), CrmBusinessSaveReqVO.CrmBusinessProductItem.class), updateProductReqBO.getId());
updateBusinessProduct(productList, updateProductReqBO.getId());
}
//======================= 查询相关 =======================
@Override

49
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/bo/CrmBusinessUpdateProductReqBO.java Normal file
View File

@@ -0,0 +1,49 @@
package cn.iocoder.yudao.module.crm.service.business.bo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import java.util.List;
/**
* 更新商机商品 Update Req BO
*
* @author HUIHUI
*/
@Data
public class CrmBusinessUpdateProductReqBO {
/**
* 商机编号
*/
@NotNull(message = "商机编号不能为空")
private Long id;
// TODO @芋艿：再想想
@NotEmpty(message = "产品列表不能为空")
private List<CrmBusinessProductItem> productItems;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class CrmBusinessProductItem {
@Schema(description = "产品编号", example = "20529")
@NotNull(message = "产品编号不能为空")
private Long id;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@NotNull(message = "产品数量不能为空")
private Integer count;
@Schema(description = "产品折扣")
private Integer discountPercent;
}
}

95
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
View File

@@ -11,20 +11,22 @@ import cn.iocoder.yudao.framework.common.util.object.ObjectUtils;
import cn.iocoder.yudao.module.bpm.api.listener.dto.BpmResultListenerRespDTO;
import cn.iocoder.yudao.module.bpm.api.task.BpmProcessInstanceApi;
import cn.iocoder.yudao.module.bpm.api.task.dto.BpmProcessInstanceCreateReqDTO;
import cn.iocoder.yudao.module.bpm.enums.task.BpmProcessInstanceResultEnum;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractTransferReqVO;
import cn.iocoder.yudao.module.crm.convert.contract.CrmContractConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import cn.iocoder.yudao.module.crm.dal.mysql.contract.CrmContractMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.contract.CrmContractProductMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
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.CrmBusinessProductService;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.business.bo.CrmBusinessUpdateProductReqBO;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
@@ -59,16 +61,19 @@ import static cn.iocoder.yudao.module.system.enums.ErrorCodeConstants.USER_NOT_E
@Validated
public class CrmContractServiceImpl implements CrmContractService {
public static final String CONTRACT_APPROVE = "contract-approve"; // 合同审批流程标识
/**
* BPM 合同审批流程标识
*/
public static final String CONTRACT_APPROVE = "contract-approve";
@Resource
private CrmContractMapper contractMapper;
@Resource
private CrmContractProductMapper contractProductMapper;
@Resource
private CrmPermissionService crmPermissionService;
@Resource
private CrmBusinessProductService businessProductService;
@Resource
private CrmProductService productService;
@Resource
private CrmCustomerService customerService;
@@ -89,11 +94,18 @@ public class CrmContractServiceImpl implements CrmContractService {
// 1.1 插入合同
CrmContractDO contract = BeanUtils.toBean(createReqVO, CrmContractDO.class).setId(null);
contractMapper.insert(contract);
// 1.2 插入商机关联商品
// 1.2 插入合同关联商品
if (CollUtil.isNotEmpty(createReqVO.getProductItems())) { // 如果有的话
List<CrmBusinessProductDO> businessProduct = convertBusinessProductList(createReqVO, contract.getId());
businessProductService.createBusinessProductBatch(businessProduct);
List<CrmContractProductDO> productList = convertContractProductList(createReqVO, contract.getId());
contractProductMapper.insertBatch(productList);
// 更新合同商品总金额
contractMapper.updateById(new CrmContractDO().setId(contract.getId()).setProductPrice(
getSumValue(productList, CrmContractProductDO::getTotalPrice, Integer::sum)));
// 如果存在合同关联了商机则更新商机商品关联
if (contract.getBusinessId() != null) {
businessService.updateBusinessProduct(new CrmBusinessUpdateProductReqBO().setId(contract.getBusinessId())
.setProductItems(BeanUtils.toBean(createReqVO.getProductItems(), CrmBusinessUpdateProductReqBO.CrmBusinessProductItem.class)));
}
}
// 2. 创建数据权限
@@ -137,29 +149,29 @@ public class CrmContractServiceImpl implements CrmContractService {
if (CollUtil.isEmpty(updateReqVO.getProductItems())) {
return;
}
List<CrmBusinessProductDO> newProductList = convertBusinessProductList(updateReqVO, contractId);
List<CrmBusinessProductDO> oldProductList = businessProductService.getBusinessProductListByContractId(contractId);
List<List<CrmBusinessProductDO>> diffList = diffList(oldProductList, newProductList, (oldObj, newObj) -> {
if (ObjUtil.notEqual(oldObj.getProductId(), newObj.getProductId())) {
return false;
List<CrmContractProductDO> newProductList = convertContractProductList(updateReqVO, contractId);
List<CrmContractProductDO> oldProductList = contractProductMapper.selectListByContractId(contractId);
List<List<CrmContractProductDO>> diffList = diffList(oldProductList, newProductList, (oldObj, newObj) -> {
boolean match = ObjUtil.equal(oldObj.getProductId(), newObj.getProductId());
if (match) {
newObj.setId(oldObj.getId()); // 设置一下老的编号更新时需要使用
}
newObj.setId(oldObj.getId()); // 设置一下老的编号更新时需要使用
return true;
return match;
});
if (CollUtil.isNotEmpty(diffList.getFirst())) {
businessProductService.createBusinessProductBatch(diffList.getFirst());
if (CollUtil.isNotEmpty(diffList.get(0))) {
contractProductMapper.insertBatch(diffList.get(0));
}
if (CollUtil.isNotEmpty(diffList.get(1))) {
businessProductService.updateBusinessProductBatch(diffList.get(1));
contractProductMapper.updateBatch(diffList.get(1));
}
if (CollUtil.isNotEmpty(diffList.get(2))) {
businessProductService.deleteBusinessProductBatch(diffList.get(2));
contractProductMapper.deleteBatchIds(convertList(diffList.get(2), CrmContractProductDO::getId));
}
}
// TODO @合同待定：缺一个取消合同的接口；只有草稿、审批中可以取消；CrmAuditStatusEnum
private List<CrmBusinessProductDO> convertBusinessProductList(CrmContractSaveReqVO reqVO, Long contractId) {
private List<CrmContractProductDO> convertContractProductList(CrmContractSaveReqVO reqVO, Long contractId) {
// 校验商品存在
Set<Long> productIds = convertSet(reqVO.getProductItems(), CrmContractSaveReqVO.CrmContractProductItem::getId);
List<CrmProductDO> productList = productService.getProductList(productIds);
@@ -169,8 +181,8 @@ public class CrmContractServiceImpl implements CrmContractService {
Map<Long, CrmProductDO> productMap = convertMap(productList, CrmProductDO::getId);
return convertList(reqVO.getProductItems(), productItem -> {
CrmProductDO product = productMap.get(productItem.getId());
return BeanUtils.toBean(product, CrmBusinessProductDO.class)
.setId(null).setBusinessId(reqVO.getBusinessId()).setProductId(productItem.getId()).setContractId(contractId)
return BeanUtils.toBean(product, CrmContractProductDO.class)
.setId(null).setProductId(productItem.getId()).setContractId(contractId)
.setCount(productItem.getCount()).setDiscountPercent(productItem.getDiscountPercent())
.setTotalPrice(MoneyUtils.calculator(product.getPrice(), productItem.getCount(), productItem.getDiscountPercent()));
});
@@ -248,7 +260,8 @@ public class CrmContractServiceImpl implements CrmContractService {
@Override
@Transactional(rollbackFor = Exception.class)
// TODO @puhui999：操作日志；
@LogRecord(type = CRM_CONTRACT_TYPE, subType = CRM_CONTRACT_SUBMIT_SUB_TYPE, bizNo = "{{#id}}",
success = CRM_CONTRACT_SUBMIT_SUCCESS)
public void submitContract(Long id, Long userId) {
// 1. 校验合同是否在审批
CrmContractDO contract = validateContractExists(id);
@@ -263,15 +276,43 @@ public class CrmContractServiceImpl implements CrmContractService {
// 3. 更新合同工作流编号
contractMapper.updateById(new CrmContractDO().setId(id).setProcessInstanceId(processInstanceId)
.setAuditStatus(CrmAuditStatusEnum.PROCESS.getStatus()));
// 3. 记录日志
LogRecordContext.putVariable("contractName", contract.getName());
}
@Override
public void updateContractAuditStatus(BpmResultListenerRespDTO event) {
// TODO @puhui999：可能要判断下状态是否符合预期
// 判断下状态是否符合预期
if (!isEndResult(event.getResult())) {
return;
}
// 状态转换
if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.APPROVE.getResult())) {
event.setResult(CrmAuditStatusEnum.APPROVE.getStatus());
}
if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.REJECT.getResult())) {
event.setResult(CrmAuditStatusEnum.REJECT.getStatus());
}
if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.CANCEL.getResult())) {
event.setResult(CrmAuditStatusEnum.CANCEL.getStatus());
}
// 更新合同状态
contractMapper.updateById(new CrmContractDO().setId(Long.parseLong(event.getBusinessKey()))
.setAuditStatus(event.getResult()));
}
/**
* 判断该结果是否处于 End 最终结果
*
* @param result 结果
* @return 是否
*/
public static boolean isEndResult(Integer result) {
return ObjectUtils.equalsAny(result, BpmProcessInstanceResultEnum.APPROVE.getResult(),
BpmProcessInstanceResultEnum.REJECT.getResult(), BpmProcessInstanceResultEnum.CANCEL.getResult());
}
//======================= 查询相关 =======================
@Override
@@ -313,6 +354,12 @@ public class CrmContractServiceImpl implements CrmContractService {
public Long getContractCountByBusinessId(Long businessId) {
return contractMapper.selectCountByBusinessId(businessId);
}
@Override
public List<CrmContractProductDO> getContractProductListByContractId(Long contactId) {
return contractProductMapper.selectListByContractId(contactId);
}
// TODO @合同待定：需要新增一个 ContractConfigDO 表，合同配置，重点是到期提醒；
@Override

28
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/listener/CrmContractResultListener.java
View File

@@ -1,11 +1,7 @@
package cn.iocoder.yudao.module.crm.service.contract.listener;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.util.object.ObjectUtils;
import cn.iocoder.yudao.module.bpm.api.listener.BpmResultListenerApi;
import cn.iocoder.yudao.module.bpm.api.listener.dto.BpmResultListenerRespDTO;
import cn.iocoder.yudao.module.bpm.enums.task.BpmProcessInstanceResultEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractServiceImpl;
import jakarta.annotation.Resource;
@@ -30,31 +26,7 @@ public class CrmContractResultListener implements BpmResultListenerApi {
@Override
public void onEvent(BpmResultListenerRespDTO event) {
boolean currentTaskFinish = isEndResult(event.getResult());
if (!currentTaskFinish) {
return;
}
if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.APPROVE.getResult())) {
event.setResult(CrmAuditStatusEnum.APPROVE.getStatus());
}
if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.REJECT.getResult())) {
event.setResult(CrmAuditStatusEnum.REJECT.getStatus());
}
if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.CANCEL.getResult())) {
event.setResult(CrmAuditStatusEnum.CANCEL.getStatus());
}
contractService.updateContractAuditStatus(event);
}
/**
* 判断该结果是否处于 End 最终结果
*
* @param result 结果
* @return 是否
*/
public static boolean isEndResult(Integer result) {
return ObjectUtils.equalsAny(result, BpmProcessInstanceResultEnum.APPROVE.getResult(),
BpmProcessInstanceResultEnum.REJECT.getResult(), BpmProcessInstanceResultEnum.CANCEL.getResult());
}
}

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
View File

@@ -110,11 +110,10 @@ public interface CrmCustomerService {
* 批量导入客户
*
* @param importCustomers 导入客户列表
* @param isUpdateSupport 是否支持更新
* @param userId 用户编号
* @param importReqVO 请求
* @return 导入结果
*/
CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers, Boolean isUpdateSupport, Long userId);
CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers, CrmCustomerImportReqVO importReqVO);
// ==================== 公海相关操作 ====================

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

@@ -108,7 +108,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
/**
* 初始化客户的通用字段
*
* @param customer 客户信息
* @param customer 客户信息
* @param ownerUserId 负责人编号
* @return 客户信息 DO
*/
@@ -244,8 +244,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
}
@Override
public CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers,
Boolean isUpdateSupport, Long userId) {
public CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers, CrmCustomerImportReqVO importReqVO) {
if (CollUtil.isEmpty(importCustomers)) {
throw exception(CUSTOMER_IMPORT_LIST_IS_EMPTY);
}
@@ -264,19 +263,21 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
CrmCustomerDO existCustomer = customerMapper.selectByCustomerName(importCustomer.getName());
if (existCustomer == null) {
// 1.1 插入客户信息
CrmCustomerDO customer = initCustomer(importCustomer, userId);
CrmCustomerDO customer = initCustomer(importCustomer, importReqVO.getOwnerUserId());
customerMapper.insert(customer);
respVO.getCreateCustomerNames().add(importCustomer.getName());
// 1.2 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
if (importReqVO.getOwnerUserId() != null) {
permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
.setBizId(customer.getId()).setUserId(importReqVO.getOwnerUserId()).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
}
// 1.3 记录操作日志
getSelf().importCustomerLog(customer, false);
return;
}
// 情况二：如果存在，判断是否允许更新
if (!isUpdateSupport) {
if (!importReqVO.getUpdateSupport()) {
respVO.getFailureCustomerNames().put(importCustomer.getName(),
StrUtil.format(CUSTOMER_NAME_EXISTS.getMsg(), importCustomer.getName()));
return;

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/product/CrmProductServiceImpl.java
View File

@@ -160,7 +160,7 @@ public class CrmProductServiceImpl implements CrmProductService {
if (CollUtil.isEmpty(ids)) {
return Collections.emptyList();
}
return productMapper.selectListByIds(ids);
return productMapper.selectBatchIds(ids);
}
}

111
yudao-module-crm/yudao-module-crm-biz/src/main/resources/mapper/bi/CrmBiRankingMapper.xml
View File

@@ -9,10 +9,11 @@
WHERE deleted = 0
AND audit_status = 20
and owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and #{times[1],javaType=java.time.LocalDateTime}
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
@@ -22,12 +23,104 @@
FROM crm_receivable
WHERE deleted = 0
AND audit_status = 20
and owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND return_time between #{times[0],javaType=java.time.LocalDateTime} and #{times[1],javaType=java.time.LocalDateTime}
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND return_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<select id="selectContractCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.bi.vo.CrmBiRanKRespVO">
SELECT COUNT(1) AS count, owner_user_id
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<!-- TODO 待定 这里是否需要关联 crm_contract_product 表，计算销售额 -->
<select id="selectProductSalesRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.bi.vo.CrmBiRanKRespVO">
SELECT COUNT(1) AS count, owner_user_id
FROM crm_contract
WHERE deleted = 0
AND audit_status = 20
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND order_date between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<select id="selectCustomerCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.bi.vo.CrmBiRanKRespVO">
SELECT COUNT(1) AS count, owner_user_id
FROM crm_customer
WHERE deleted = 0
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<select id="selectContactsCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.bi.vo.CrmBiRanKRespVO">
SELECT COUNT(1) AS count, owner_user_id
FROM crm_contact
WHERE deleted = 0
AND owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY owner_user_id
</select>
<select id="selectFollowCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.bi.vo.CrmBiRanKRespVO">
SELECT COUNT(1) AS count, cc.owner_user_id
FROM crm_follow_up_record AS cfur
LEFT JOIN crm_contact AS cc ON FIND_IN_SET(cc.id, cfur.contact_ids)
WHERE cfur.deleted = 0
AND cc.deleted = 0
AND cc.owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY cc.owner_user_id
</select>
<select id="selectFollowCustomerCountRank"
resultType="cn.iocoder.yudao.module.crm.controller.admin.bi.vo.CrmBiRanKRespVO">
SELECT COUNT(DISTINCT cc.id) AS count, cc.owner_user_id
FROM crm_follow_up_record AS cfur
LEFT JOIN crm_contact AS cc ON FIND_IN_SET(cc.id, cfur.contact_ids)
WHERE cfur.deleted = 0
AND cc.deleted = 0
AND cc.owner_user_id in
<foreach collection="userIds" item="userId" open="(" close=")" separator=",">
#{userId}
</foreach>
AND cfur.create_time between #{times[0],javaType=java.time.LocalDateTime} and
#{times[1],javaType=java.time.LocalDateTime}
GROUP BY cc.owner_user_id
</select>
</mapper>