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CRM: 完善跟进，新增跟进信息处理器 handler 接口✔

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This commit is contained in:
puhui999
2024-01-17 12:00:51 +08:00
parent 9819e05d4e
commit ff9cef6a92
27 changed files with 581 additions and 73 deletions
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7
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java
View File

@@ -125,11 +125,8 @@ public class CrmContactController {
@Operation(summary = "获得联系人的精简列表")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<List<CrmContactRespVO>> getSimpleContactList() {
// TODO @puhui999：这种还是搞个 getContactList 方法好点哈；
CrmContactPageReqVO reqVO = new CrmContactPageReqVO();
reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
PageResult<CrmContactDO> pageResult = contactService.getContactPage(reqVO, getLoginUserId());
return success(convertList(pageResult.getList(), contact -> // 只返回 id、name 字段
List<CrmContactDO> list = contactService.getSimpleContactList(getLoginUserId());
return success(convertList(list, contact -> // 只返回 id、name 字段
new CrmContactRespVO().setId(contact.getId()).setName(contact.getName())));
}

11
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
View File

@@ -28,6 +28,7 @@ import java.util.Map;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - 跟进记录")
@@ -50,20 +51,12 @@ public class CrmFollowUpRecordController {
return success(crmFollowUpRecordService.createFollowUpRecord(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新跟进记录")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:update')")
public CommonResult<Boolean> updateFollowUpRecord(@Valid @RequestBody CrmFollowUpRecordSaveReqVO updateReqVO) {
crmFollowUpRecordService.updateFollowUpRecord(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除跟进记录")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:delete')")
public CommonResult<Boolean> deleteFollowUpRecord(@RequestParam("id") Long id) {
crmFollowUpRecordService.deleteFollowUpRecord(id);
crmFollowUpRecordService.deleteFollowUpRecord(id, getLoginUserId());
return success(true);
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
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@@ -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.CrmBusinessUpdateFollowUpReqBO;
import jakarta.validation.Valid;
import java.util.Collection;
@@ -35,6 +36,13 @@ public interface CrmBusinessService {
*/
void updateBusiness(@Valid CrmBusinessSaveReqVO updateReqVO);
/**
* 更新商机相关跟进信息
*
* @param updateFollowUpReqBOList 跟进信息
*/
void updateContactFollowUpBatch(List<CrmBusinessUpdateFollowUpReqBO> updateFollowUpReqBOList);
/**
* 删除商机
*

13
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
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@@ -8,7 +8,6 @@ import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusi
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.controller.admin.product.vo.product.CrmProductSaveReqVO;
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;
@@ -22,6 +21,7 @@ import cn.iocoder.yudao.module.crm.dal.mysql.contract.CrmContractMapper;
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.CrmBusinessUpdateFollowUpReqBO;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactBusinessService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
@@ -33,7 +33,6 @@ import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import java.math.BigDecimal;
import java.util.ArrayList;
import java.util.Collection;
import java.util.List;
@@ -95,9 +94,10 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
LogRecordContext.putVariable("business", business);
return business.getId();
}
/**
* @param businessId 商机id
* @param contactId 联系人id
* @param contactId 联系人id
* @throws
* @description 联系人与商机的关联
* @author lzxhqs
@@ -163,6 +163,11 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
LogRecordContext.putVariable("businessName", oldBusiness.getName());
}
@Override
public void updateContactFollowUpBatch(List<CrmBusinessUpdateFollowUpReqBO> updateFollowUpReqBOList) {
businessMapper.updateBatch(BeanUtils.toBean(updateFollowUpReqBOList, CrmBusinessDO.class));
}
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_DELETE_SUB_TYPE, bizNo = "{{#id}}",
@@ -191,7 +196,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
*/
private void validateContractExists(Long businessId) {
CrmContractDO contract = contractMapper.selectByBizId(businessId);
if(contract != null) {
if (contract != null) {
throw exception(BUSINESS_CONTRACT_EXISTS);
}
}

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/bo/CrmBusinessUpdateFollowUpReqBO.java Normal file
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@@ -0,0 +1,37 @@
package cn.iocoder.yudao.module.crm.service.business.bo;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.time.LocalDateTime;
/**
* 商机跟进信息 Update Req BO
*
* @author HUIHUI
*/
@Data
public class CrmBusinessUpdateFollowUpReqBO {
@Schema(description = "商机编号", example = "3167")
@NotNull(message = "商机编号不能为空")
private Long id;
@Schema(description = "最后跟进时间")
@DiffLogField(name = "最后跟进时间")
@NotNull(message = "最后跟进时间不能为空")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
@NotNull(message = "下次联系时间不能为空")
private LocalDateTime contactNextTime;
@Schema(description = "最后更进内容")
@DiffLogField(name = "最后更进内容")
@NotNull(message = "最后更进内容不能为空")
private String contactLastContent;
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueService.java
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@@ -6,6 +6,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransformReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.service.clue.bo.CrmClueUpdateFollowUpReqBO;
import jakarta.validation.Valid;
import java.util.Collection;
@@ -33,6 +34,13 @@ public interface CrmClueService {
*/
void updateClue(@Valid CrmClueSaveReqVO updateReqVO);
/**
* 更新线索相关的跟进信息
*
* @param clueUpdateFollowUpReqBO 信息
*/
void updateClueFollowUp(CrmClueUpdateFollowUpReqBO clueUpdateFollowUpReqBO);
/**
* 删除线索
*

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
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@@ -16,6 +16,7 @@ import cn.iocoder.yudao.module.crm.dal.mysql.clue.CrmClueMapper;
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.clue.bo.CrmClueUpdateFollowUpReqBO;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
@@ -82,6 +83,11 @@ public class CrmClueServiceImpl implements CrmClueService {
clueMapper.updateById(updateObj);
}
@Override
public void updateClueFollowUp(CrmClueUpdateFollowUpReqBO clueUpdateFollowUpReqBO) {
clueMapper.updateById(BeanUtils.toBean(clueUpdateFollowUpReqBO, CrmClueDO.class));
}
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
public void deleteClue(Long id) {

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/bo/CrmClueUpdateFollowUpReqBO.java Normal file
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@@ -0,0 +1,37 @@
package cn.iocoder.yudao.module.crm.service.clue.bo;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.time.LocalDateTime;
/**
* 线索跟进信息 Update Req BO
*
* @author HUIHUI
*/
@Data
public class CrmClueUpdateFollowUpReqBO {
@Schema(description = "线索编号", example = "3167")
@NotNull(message = "线索编号不能为空")
private Long id;
@Schema(description = "最后跟进时间")
@DiffLogField(name = "最后跟进时间")
@NotNull(message = "最后跟进时间不能为空")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
@NotNull(message = "下次联系时间不能为空")
private LocalDateTime contactNextTime;
@Schema(description = "最后更进内容")
@DiffLogField(name = "最后更进内容")
@NotNull(message = "最后更进内容不能为空")
private String contactLastContent;
}

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

@@ -6,6 +6,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactSaveReq
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactTransferReqVO;
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.contact.bo.CrmContactUpdateFollowUpReqBO;
import jakarta.validation.Valid;
import java.util.Collection;
@@ -57,6 +58,14 @@ public interface CrmContactService {
*/
void updateOwnerUserIdByCustomerId(Long customerId, Long ownerUserId);
/**
* 更新联系人相关跟进信息
*
* @param updateFollowUpReqBOList 跟进信息
*/
void updateContactFollowUpBatch(List<CrmContactUpdateFollowUpReqBO> updateFollowUpReqBOList);
/**
* 获得联系人
*
@@ -89,6 +98,14 @@ public interface CrmContactService {
*/
List<CrmContactDO> getContactList();
/**
* 获取联系人列表（校验权限）
*
* @param userId 用户编号
* @return 联系人列表
*/
List<CrmContactDO> getSimpleContactList(Long userId);
/**
* 获得联系人分页
*

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
View File

@@ -15,6 +15,7 @@ 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.bo.CrmContactUpdateFollowUpReqBO;
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.permission.CrmPermissionService;
@@ -32,6 +33,7 @@ import java.util.Collection;
import java.util.List;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
import static cn.iocoder.yudao.module.system.enums.ErrorCodeConstants.USER_NOT_EXISTS;
@@ -192,6 +194,11 @@ public class CrmContactServiceImpl implements CrmContactService {
contactMapper.updateOwnerUserIdByCustomerId(customerId, ownerUserId);
}
@Override
public void updateContactFollowUpBatch(List<CrmContactUpdateFollowUpReqBO> updateFollowUpReqBOList) {
contactMapper.updateBatch(BeanUtils.toBean(updateFollowUpReqBOList, CrmContactDO.class));
}
//======================= 查询相关 =======================
@Override
@@ -221,6 +228,13 @@ public class CrmContactServiceImpl implements CrmContactService {
return contactMapper.selectList();
}
@Override
public List<CrmContactDO> getSimpleContactList(Long userId) {
CrmContactPageReqVO reqVO = new CrmContactPageReqVO();
reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
return contactMapper.selectPage(reqVO, userId).getList();
}
@Override
public PageResult<CrmContactDO> getContactPage(CrmContactPageReqVO pageReqVO, Long userId) {
return contactMapper.selectPage(pageReqVO, userId);

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/bo/CrmContactUpdateFollowUpReqBO.java Normal file
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@@ -0,0 +1,37 @@
package cn.iocoder.yudao.module.crm.service.contact.bo;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.time.LocalDateTime;
/**
* 联系人跟进信息 Update Req BO
*
* @author HUIHUI
*/
@Data
public class CrmContactUpdateFollowUpReqBO {
@Schema(description = "联系人编号", example = "3167")
@NotNull(message = "联系人编号不能为空")
private Long id;
@Schema(description = "最后跟进时间")
@DiffLogField(name = "最后跟进时间")
@NotNull(message = "最后跟进时间不能为空")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
@NotNull(message = "下次联系时间不能为空")
private LocalDateTime contactNextTime;
@Schema(description = "最后更进内容")
@DiffLogField(name = "最后更进内容")
@NotNull(message = "最后更进内容不能为空")
private String contactLastContent;
}

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

@@ -6,6 +6,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractSaveR
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractTransferReqVO;
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.service.contract.bo.CrmContractUpdateFollowUpReqBO;
import jakarta.validation.Valid;
import java.util.Collection;
@@ -41,6 +42,21 @@ public interface CrmContractService {
*/
void deleteContract(Long id);
/**
* 合同转移
*
* @param reqVO 请求
* @param userId 用户编号
*/
void transferContract(CrmContractTransferReqVO reqVO, Long userId);
/**
* 更新合同相关的更进信息
*
* @param contractUpdateFollowUpReqBO 信息
*/
void updateContractFollowUp(CrmContractUpdateFollowUpReqBO contractUpdateFollowUpReqBO);
/**
* 获得合同
*
@@ -78,14 +94,6 @@ public interface CrmContractService {
*/
PageResult<CrmContractDO> getContractPageByCustomerId(CrmContractPageReqVO pageReqVO);
/**
* 合同转移
*
* @param reqVO 请求
* @param userId 用户编号
*/
void transferContract(CrmContractTransferReqVO reqVO, Long userId);
/**
* 查询属于某个联系人的合同数量
*

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
View File

@@ -13,6 +13,7 @@ import cn.iocoder.yudao.module.crm.dal.mysql.contract.CrmContractMapper;
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.contract.bo.CrmContractUpdateFollowUpReqBO;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import com.mzt.logapi.context.LogRecordContext;
@@ -135,6 +136,11 @@ public class CrmContractServiceImpl implements CrmContractService {
LogRecordContext.putVariable("contract", contract);
}
@Override
public void updateContractFollowUp(CrmContractUpdateFollowUpReqBO contractUpdateFollowUpReqBO) {
contractMapper.updateById(BeanUtils.toBean(contractUpdateFollowUpReqBO, CrmContractDO.class));
}
//======================= 查询相关 =======================
@Override

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/bo/CrmContractUpdateFollowUpReqBO.java Normal file
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@@ -0,0 +1,37 @@
package cn.iocoder.yudao.module.crm.service.contract.bo;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.time.LocalDateTime;
/**
* 合同跟进信息 Update Req BO
*
* @author HUIHUI
*/
@Data
public class CrmContractUpdateFollowUpReqBO {
@Schema(description = "合同编号", example = "3167")
@NotNull(message = "合同编号不能为空")
private Long id;
@Schema(description = "最后跟进时间")
@DiffLogField(name = "最后跟进时间")
@NotNull(message = "最后跟进时间不能为空")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
@NotNull(message = "下次联系时间不能为空")
private LocalDateTime contactNextTime;
@Schema(description = "最后更进内容")
@DiffLogField(name = "最后更进内容")
@NotNull(message = "最后更进内容不能为空")
private String contactLastContent;
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
View File

@@ -6,6 +6,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageR
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTransferReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.customer.bo.CrmCustomerUpdateFollowUpReqBO;
import jakarta.validation.Valid;
import java.util.Collection;
@@ -90,6 +91,13 @@ public interface CrmCustomerService {
*/
void lockCustomer(@Valid CrmCustomerLockReqVO lockReqVO, Long userId);
/**
* 更新客户相关更进信息
*
* @param customerUpdateFollowUpReqBO 请求
*/
void updateCustomerFollowUp(CrmCustomerUpdateFollowUpReqBO customerUpdateFollowUpReqBO);
// ==================== 公海相关操作 ====================
/**

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
View File

@@ -21,6 +21,7 @@ import cn.iocoder.yudao.module.crm.framework.permission.core.util.CrmPermissionU
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.customer.bo.CrmCustomerUpdateFollowUpReqBO;
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.user.AdminUserApi;
@@ -203,6 +204,11 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
LogRecordContext.putVariable("customer", customer);
}
@Override
public void updateCustomerFollowUp(CrmCustomerUpdateFollowUpReqBO customerUpdateFollowUpReqBO) {
customerMapper.updateById(BeanUtils.toBean(customerUpdateFollowUpReqBO, CrmCustomerDO.class));
}
// ==================== 公海相关操作 ====================
@Override

32
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/bo/CrmCustomerUpdateFollowUpReqBO.java Normal file
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@@ -0,0 +1,32 @@
package cn.iocoder.yudao.module.crm.service.customer.bo;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
/**
* 跟进信息 Update Req BO
*
* @author HUIHUI
*/
@Data
public class CrmCustomerUpdateFollowUpReqBO {
@Schema(description = "主键", example = "3167")
private Long id;
@Schema(description = "最后跟进时间")
@DiffLogField(name = "最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "最后更进内容")
@DiffLogField(name = "最后更进内容")
private String contactLastContent;
}

18
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordService.java
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@@ -14,7 +14,7 @@ import jakarta.validation.Valid;
public interface CrmFollowUpRecordService {
/**
* 创建跟进记录
* 创建跟进记录 (数据权限基于 bizType、 bizId)
*
* @param createReqVO 创建信息
* @return 编号
@@ -22,18 +22,12 @@ public interface CrmFollowUpRecordService {
Long createFollowUpRecord(@Valid CrmFollowUpRecordSaveReqVO createReqVO);
/**
* 更新跟进记录
* 删除跟进记录 (数据权限基于 bizType、 bizId)
*
* @param updateReqVO 更新信息
* @param id 编号
* @param userId 用户编号
*/
void updateFollowUpRecord(@Valid CrmFollowUpRecordSaveReqVO updateReqVO);
/**
* 删除跟进记录
*
* @param id 编号
*/
void deleteFollowUpRecord(Long id);
void deleteFollowUpRecord(Long id, Long userId);
/**
* 获得跟进记录
@@ -44,7 +38,7 @@ public interface CrmFollowUpRecordService {
CrmFollowUpRecordDO getFollowUpRecord(Long id);
/**
* 获得跟进记录分页
* 获得跟进记录分页 (数据权限基于 bizType、 bizId)
*
* @param pageReqVO 分页查询
* @return 跟进记录分页

84
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java
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@@ -1,16 +1,33 @@
package cn.iocoder.yudao.module.crm.service.followup;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
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.followup.vo.CrmFollowUpRecordPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
import cn.iocoder.yudao.module.crm.dal.mysql.followup.CrmFollowUpRecordMapper;
import cn.iocoder.yudao.module.crm.enums.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.business.bo.CrmBusinessUpdateFollowUpReqBO;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contact.bo.CrmContactUpdateFollowUpReqBO;
import cn.iocoder.yudao.module.crm.service.followup.handle.CrmFollowUpHandler;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Service;
import org.springframework.validation.annotation.Validated;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.anyMatch;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.FOLLOW_UP_RECORD_DELETE_DENIED;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.FOLLOW_UP_RECORD_NOT_EXISTS;
/**
@@ -25,39 +42,69 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
@Resource
private CrmFollowUpRecordMapper crmFollowUpRecordMapper;
// TODO @puhui999：数据权限
@Resource
private CrmPermissionService permissionService;
@Resource
private List<CrmFollowUpHandler> followUpHandlers;
@Resource
private CrmBusinessService businessService;
@Resource
private CrmContactService contactService;
@Override
@CrmPermission(bizTypeValue = "#createReqVO.bizType", bizId = "#createReqVO.bizId", level = CrmPermissionLevelEnum.WRITE)
public Long createFollowUpRecord(CrmFollowUpRecordSaveReqVO createReqVO) {
// 创建更进记录
CrmFollowUpRecordDO followUpRecord = BeanUtils.toBean(createReqVO, CrmFollowUpRecordDO.class);
crmFollowUpRecordMapper.insert(followUpRecord);
// TODO @puhui999：需要更新 bizId 对应的记录；
// TODO @puhui999：需要更新 businessIds、contactIds 对应的记录；
LocalDateTime now = LocalDateTime.now();
// 更新 bizId 对应的记录；
followUpHandlers.forEach(handler -> handler.execute(followUpRecord, now));
// 更新 contactIds 对应的记录
if (CollUtil.isNotEmpty(createReqVO.getContactIds())) {
contactService.updateContactFollowUpBatch(convertList(createReqVO.getContactIds(), contactId -> {
CrmContactUpdateFollowUpReqBO crmContactUpdateFollowUpReqBO = new CrmContactUpdateFollowUpReqBO();
crmContactUpdateFollowUpReqBO.setId(contactId).setContactNextTime(followUpRecord.getNextTime())
.setContactLastTime(now).setContactLastContent(followUpRecord.getContent());
return crmContactUpdateFollowUpReqBO;
}));
}
// 需要更新 businessIds、contactIds 对应的记录
if (CollUtil.isNotEmpty(createReqVO.getBusinessIds())) {
businessService.updateContactFollowUpBatch(convertList(createReqVO.getBusinessIds(), businessId -> {
CrmBusinessUpdateFollowUpReqBO crmBusinessUpdateFollowUpReqBO = new CrmBusinessUpdateFollowUpReqBO();
crmBusinessUpdateFollowUpReqBO.setId(businessId).setContactNextTime(followUpRecord.getNextTime())
.setContactLastTime(now).setContactLastContent(followUpRecord.getContent());
return crmBusinessUpdateFollowUpReqBO;
}));
}
return followUpRecord.getId();
}
// TODO @puhui999：不能编辑~~~
@Override
public void updateFollowUpRecord(CrmFollowUpRecordSaveReqVO updateReqVO) {
public void deleteFollowUpRecord(Long id, Long userId) {
// 校验存在
validateFollowUpRecordExists(updateReqVO.getId());
// 更新
CrmFollowUpRecordDO updateObj = BeanUtils.toBean(updateReqVO, CrmFollowUpRecordDO.class);
crmFollowUpRecordMapper.updateById(updateObj);
}
CrmFollowUpRecordDO followUpRecord = validateFollowUpRecordExists(id);
// 校验权限
List<CrmPermissionDO> permissionList = permissionService.getPermissionListByBiz(
followUpRecord.getBizType(), followUpRecord.getBizId());
boolean condition = anyMatch(permissionList, permission ->
ObjUtil.equal(permission.getUserId(), userId) && ObjUtil.equal(permission.getLevel(), CrmPermissionLevelEnum.OWNER.getLevel()));
if (!condition) {
throw exception(FOLLOW_UP_RECORD_DELETE_DENIED);
}
// TODO @puhui999：数据权限
@Override
public void deleteFollowUpRecord(Long id) {
// 校验存在
validateFollowUpRecordExists(id);
// 删除
crmFollowUpRecordMapper.deleteById(id);
}
private void validateFollowUpRecordExists(Long id) {
if (crmFollowUpRecordMapper.selectById(id) == null) {
private CrmFollowUpRecordDO validateFollowUpRecordExists(Long id) {
CrmFollowUpRecordDO followUpRecord = crmFollowUpRecordMapper.selectById(id);
if (followUpRecord == null) {
throw exception(FOLLOW_UP_RECORD_NOT_EXISTS);
}
return followUpRecord;
}
@Override
@@ -65,8 +112,9 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
return crmFollowUpRecordMapper.selectById(id);
}
// TODO @puhui999：数据权限
@Override
@CrmPermission(bizTypeValue = "#pageReqVO.bizType", bizId = "#pageReqVO.bizId", level = CrmPermissionLevelEnum.READ)
public PageResult<CrmFollowUpRecordDO> getFollowUpRecordPage(CrmFollowUpRecordPageReqVO pageReqVO) {
return crmFollowUpRecordMapper.selectPage(pageReqVO);
}

38
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/handle/CrmBusinessFollowUpHandler.java Normal file
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@@ -0,0 +1,38 @@
package cn.iocoder.yudao.module.crm.service.followup.handle;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.business.bo.CrmBusinessUpdateFollowUpReqBO;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Component;
import java.time.LocalDateTime;
import java.util.Collections;
/**
* CRM 商机的 {@link CrmFollowUpHandler} 实现类
*
* @author HUIHUI
*/
@Component
public class CrmBusinessFollowUpHandler implements CrmFollowUpHandler {
@Resource
private CrmBusinessService businessService;
@Override
public void execute(CrmFollowUpRecordDO followUpRecord, LocalDateTime now) {
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_BUSINESS.getType(), followUpRecord.getBizType())) {
return;
}
// 更新商机跟进信息
CrmBusinessUpdateFollowUpReqBO businessUpdateFollowUpReqBO = new CrmBusinessUpdateFollowUpReqBO();
businessUpdateFollowUpReqBO.setId(followUpRecord.getBizId()).setContactNextTime(followUpRecord.getNextTime())
.setContactLastTime(now).setContactLastContent(followUpRecord.getContent());
businessService.updateContactFollowUpBatch(Collections.singletonList(businessUpdateFollowUpReqBO));
}
}

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/handle/CrmClueFollowUpHandler.java Normal file
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@@ -0,0 +1,37 @@
package cn.iocoder.yudao.module.crm.service.followup.handle;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.service.clue.CrmClueService;
import cn.iocoder.yudao.module.crm.service.clue.bo.CrmClueUpdateFollowUpReqBO;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Component;
import java.time.LocalDateTime;
/**
* CRM 线索的 {@link CrmFollowUpHandler} 实现类
*
* @author HUIHUI
*/
@Component
public class CrmClueFollowUpHandler implements CrmFollowUpHandler {
@Resource
private CrmClueService clueService;
@Override
public void execute(CrmFollowUpRecordDO followUpRecord, LocalDateTime now) {
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_LEADS.getType(), followUpRecord.getBizType())) {
return;
}
// 更新线索跟进信息
CrmClueUpdateFollowUpReqBO clueUpdateFollowUpReqBO = new CrmClueUpdateFollowUpReqBO();
clueUpdateFollowUpReqBO.setId(followUpRecord.getBizId()).setContactNextTime(followUpRecord.getNextTime())
.setContactLastTime(now).setContactLastContent(followUpRecord.getContent());
clueService.updateClueFollowUp(clueUpdateFollowUpReqBO);
}
}

38
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/handle/CrmContactFollowUpHandler.java Normal file
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@@ -0,0 +1,38 @@
package cn.iocoder.yudao.module.crm.service.followup.handle;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contact.bo.CrmContactUpdateFollowUpReqBO;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Component;
import java.time.LocalDateTime;
import java.util.Collections;
/**
* CRM 联系人的 {@link CrmFollowUpHandler} 实现类
*
* @author HUIHUI
*/
@Component
public class CrmContactFollowUpHandler implements CrmFollowUpHandler {
@Resource
private CrmContactService contactService;
@Override
public void execute(CrmFollowUpRecordDO followUpRecord, LocalDateTime now) {
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_CONTACT.getType(), followUpRecord.getBizType())) {
return;
}
// 更新联系人跟进信息
CrmContactUpdateFollowUpReqBO contactUpdateFollowUpReqBO = new CrmContactUpdateFollowUpReqBO();
contactUpdateFollowUpReqBO.setId(followUpRecord.getBizId()).setContactNextTime(followUpRecord.getNextTime())
.setContactLastTime(now).setContactLastContent(followUpRecord.getContent());
contactService.updateContactFollowUpBatch(Collections.singletonList(contactUpdateFollowUpReqBO));
}
}

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/handle/CrmContractFollowUpHandler.java Normal file
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@@ -0,0 +1,37 @@
package cn.iocoder.yudao.module.crm.service.followup.handle;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.contract.bo.CrmContractUpdateFollowUpReqBO;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Component;
import java.time.LocalDateTime;
/**
* CRM 合同的 {@link CrmFollowUpHandler} 实现类
*
* @author HUIHUI
*/
@Component
public class CrmContractFollowUpHandler implements CrmFollowUpHandler {
@Resource
private CrmContractService contractService;
@Override
public void execute(CrmFollowUpRecordDO followUpRecord, LocalDateTime now) {
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_CONTRACT.getType(), followUpRecord.getBizType())) {
return;
}
// 更新合同跟进信息
CrmContractUpdateFollowUpReqBO contractUpdateFollowUpReqBO = new CrmContractUpdateFollowUpReqBO();
contractUpdateFollowUpReqBO.setId(followUpRecord.getBizId()).setContactNextTime(followUpRecord.getNextTime())
.setContactLastTime(now).setContactLastContent(followUpRecord.getContent());
contractService.updateContractFollowUp(contractUpdateFollowUpReqBO);
}
}

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/handle/CrmCustomerFollowUpHandler.java Normal file
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@@ -0,0 +1,37 @@
package cn.iocoder.yudao.module.crm.service.followup.handle;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.customer.bo.CrmCustomerUpdateFollowUpReqBO;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Component;
import java.time.LocalDateTime;
/**
* CRM 客户的 {@link CrmFollowUpHandler} 实现类
*
* @author HUIHUI
*/
@Component
public class CrmCustomerFollowUpHandler implements CrmFollowUpHandler {
@Resource
private CrmCustomerService customerService;
@Override
public void execute(CrmFollowUpRecordDO followUpRecord, LocalDateTime now) {
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_CUSTOMER.getType(), followUpRecord.getBizType())) {
return;
}
// 更新客户跟进信息
CrmCustomerUpdateFollowUpReqBO customerUpdateFollowUpReqBO = new CrmCustomerUpdateFollowUpReqBO();
customerUpdateFollowUpReqBO.setId(followUpRecord.getBizId()).setContactNextTime(followUpRecord.getNextTime())
.setContactLastTime(now).setContactLastContent(followUpRecord.getContent());
customerService.updateCustomerFollowUp(customerUpdateFollowUpReqBO);
}
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/handle/CrmFollowUpHandler.java Normal file
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@@ -0,0 +1,22 @@
package cn.iocoder.yudao.module.crm.service.followup.handle;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import java.time.LocalDateTime;
/**
* CRM 跟进信息处理器 handler 接口
*
* @author HUIHUI
*/
public interface CrmFollowUpHandler {
/**
* 执行更新
*
* @param followUpRecord 跟进记录
* @param now 跟进时间
*/
void execute(CrmFollowUpRecordDO followUpRecord, LocalDateTime now);
}